Bilingual Retail Banking Advisor

Bank of Montreal; Creekside Village (CA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

Bank of Montreal is seeking a bilingual (English/Spanish) Retail Banking Sales & Service professional in the United States. You will identify customer needs, offer tailored financial solutions, and engage with customers to grow loyalty.

The role involves helping clients with everyday banking, lending, home financing, and small business considerations, while ensuring compliance and strong customer experiences. The position requires 2–3 years of relevant experience and a post-secondary degree.

Qualifications

• Typically 2–3 years of relevant experience in retail banking or a similar role.
• Knowledge of personal banking products and lending is desired.
• Experience in a consultative customer service or sales role with a focus on personal experience.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance on financial solutions.
• Engages customers to grow loyalty and build new relationships within the community.
• Runs needs assessments and recommends tailored banking solutions including lending and home financing.

Skills

Bilingual English/Spanish

Customer service

Needs-based selling

Financial guidance

Consultative sales

Interpersonal skills

Education

Post-secondary degree

Job description

Bank of Montreal is seeking a bilingual (English/Spanish) Retail Banking Sales & Service professional in the United States. You will identify customer needs, offer tailored financial solutions, and engage with customers to grow loyalty.

The role involves helping clients with everyday banking, lending, home financing, and small business considerations, while ensuring compliance and strong customer experiences. The position requires 2–3 years of relevant experience and a post-secondary degree.