Bilingual Retail Banking Advisor

BMO Harris Bank; Bensenville (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 Harris Bank in the United States is seeking a customer-focused professional within Retail Banking Sales & Service. The role emphasizes Spanish language preference, needs-based assessments and tailored financial solutions for customers and prospects.

The position involves cross-channel engagement, delivering service excellence, and contributing to overall business objectives while adhering to regulatory requirements and risk controls.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs.
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.

Skills

Spanish speaking

Consultative selling

Customer service

Interpersonal skills

Analytical thinking

Team collaboration

Education

Post-secondary degree in related field

Job description

BMO Harris Bank in the United States is seeking a customer-focused professional within Retail Banking Sales & Service. The role emphasizes Spanish language preference, needs-based assessments and tailored financial solutions for customers and prospects.

The position involves cross-channel engagement, delivering service excellence, and contributing to overall business objectives while adhering to regulatory requirements and risk controls.