Bilingual Personal Banking & Lending Advisor

BMO; Denver (CO); 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. is hiring at the Bear Valley branch for a Retail Banking Sales & Service role. The candidate will deliver exceptional customer service, assess needs, and guide customers to appropriate financial solutions, including everyday banking, lending, and small business products.

Bilingual Spanish is preferred and cross-channel collaboration is key. The role emphasizes relationship-building, compliance, and proactive customer engagement to grow loyalty and branch performance in a dynamic retail

Qualifications

• Typically between 2-3 years of relevant experience and post-secondary degree in related field or equivalent experience.
• Working knowledge of personal and small business customer needs and solutions.
• Experience in financial services is an asset.
• Verbal & written communication skills are good.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to complete needs assessments and tailor solutions.
• Supports transactions and guides customers to digital/self-serve options.
• Maintains risk/compliance with policies and protects customer assets.

Skills

Customer service

Sales experience

Interpersonal skills

Communication skills

Problem solving

Financial knowledge

Education

Post-secondary degree

Job description

BMO U.S. is hiring at the Bear Valley branch for a Retail Banking Sales & Service role. The candidate will deliver exceptional customer service, assess needs, and guide customers to appropriate financial solutions, including everyday banking, lending, and small business products.

Bilingual Spanish is preferred and cross-channel collaboration is key. The role emphasizes relationship-building, compliance, and proactive customer engagement to grow loyalty and branch performance in a dynamic retail