Bilingual Banking Advisor: Personal Solutions

BMO Bank N.A.; New Mexico; On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is hiring at its branch network in the United States for a Retail Banking Sales & Service role. You will welcome customers, assess needs, and guide them through banking options, including digital channels, to deliver a fast, personal banking experience.

The role emphasizes compliance, teamwork, and a strong focus on achieving branch goals while delivering exceptional service and cross-sell opportunities.

Qualifications

• 1–2 years of relevant experience desirable.
• Confident and experienced in consultative customer service or sales.
• Strong interpersonal and communication skills.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Guides customers to digital and self-serve options to simplify banking.
• Acts as lobby leader, conducts conversations about banking services and channels.
• Supports branch operations and risk/compliance processes.

Skills

Bilingual English/Spanish

Customer service

Interpersonal skills

Communication (verbal & written)

Team collaboration

Job description

BMO is hiring at its branch network in the United States for a Retail Banking Sales & Service role. You will welcome customers, assess needs, and guide them through banking options, including digital channels, to deliver a fast, personal banking experience.

The role emphasizes compliance, teamwork, and a strong focus on achieving branch goals while delivering exceptional service and cross-sell opportunities.