Bilingual Personal Banking & Lending Advisor

BMO U.S.; Bloomingdale (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. in Bloomingdale, IL is seeking a Retail Banking Specialist to deliver exceptional service to customers and prospects.

You will identify needs, provide guidance on financial solutions, and collaborate with branch partners to grow loyalty and opportunities. You will engage customers to complete needs assessments, recommend tailored banking and lending products, and promote digital/self-serve options while ensuring compliance and risk controls.

Qualifications

• Spanish Speaking Preferred
• Typically 2–3 years of relevant experience and post-secondary degree desirable
• Appropriate lending qualifications and designations

Responsibilities

• Delivers exceptional service to customers and prospects and identifies needs
• Provides guidance regarding financial solutions in customers' best interests
• Engages customers to complete needs assessments to grow loyalty
• Promotes digital/self-serve options and documents compliance

Skills

Spanish Speaking

Customer service

Sales experience

Financial services

Communication skills

Education

Post-secondary degree in related field

Job description

BMO U.S. in Bloomingdale, IL is seeking a Retail Banking Specialist to deliver exceptional service to customers and prospects.

You will identify needs, provide guidance on financial solutions, and collaborate with branch partners to grow loyalty and opportunities. You will engage customers to complete needs assessments, recommend tailored banking and lending products, and promote digital/self-serve options while ensuring compliance and risk controls.