Bilingual Banking Associate: Personal Finance Advisor

BMO U.S.; Minneapolis (MN); On-site; USD 42,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a customer-focused professional to deliver exceptional service and tailor financial solutions in a branch setting. You will guide customers, identify referral opportunities, and work with partners to enhance the overall banking experience.

The role emphasizes bilingual communication, consultative selling, and accurate execution of transactions while maintaining regulatory compliance and protecting customer assets.

Qualifications

• Typically 1–2 years of relevant experience and/or certification in a related field.
• Confident and experienced with social media, tablets, smartphones, online tools, and apps.
• Experience in a consultative customer service or sales role.
• Basic knowledge of specialized banking solutions to refer to specialists.

Responsibilities

• Guide customers as they enter the branch and explain digital and self-serve options.
• Identify referral opportunities with BMO partners to grow relationships beyond personal banking.
• Conduct conversations about banking services and provide personal banking and investment advice.
• Address everyday banking needs and complete transactions with accuracy and efficiency.
• Collaborate with team members and partners to deliver exceptional customer experiences.

Skills

Bilingual English/Spanish

Customer service

Sales / consultative selling

Communication

Job description

BMO Financial Group is seeking a customer-focused professional to deliver exceptional service and tailor financial solutions in a branch setting. You will guide customers, identify referral opportunities, and work with partners to enhance the overall banking experience.

The role emphasizes bilingual communication, consultative selling, and accurate execution of transactions while maintaining regulatory compliance and protecting customer assets.