Bilingual Relationship Banker – Personal Finance Advisor

BMO U.S.; Chicago (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 Financial Group in the Chicago area seeks a customer-focused advisor to deliver exceptional service, assess needs, and guide clients to appropriate financial solutions across banking, lending, and investments.

You will work with branch teams and partners to grow loyalty, handle inquiries, and ensure a seamless, personalized customer experience while maintaining compliance and ethical standards.

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree desirable
• Canada only: Registration to sell investment products completed
• Appropriate lending qualifications and designations
• Working knowledge of personal and small business customer needs and solutions

Responsibilities

• Engages customers to complete needs assessments and identify financial solutions
• Provides advice on digital and self-serve options to simplify banking
• Delivers proactive engagement to grow loyalty and new relationships
• Ensures accurate data entry and compliant lending recommendations

Skills

Customer service

Sales

Communication

Relationship building

Teamwork

Problem solving

Attention to detail

Education

Post-secondary degree in related field

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO Financial Group in the Chicago area seeks a customer-focused advisor to deliver exceptional service, assess needs, and guide clients to appropriate financial solutions across banking, lending, and investments.

You will work with branch teams and partners to grow loyalty, handle inquiries, and ensure a seamless, personalized customer experience while maintaining compliance and ethical standards.