Bilingual Retail Banking Advisor

BMO Harris Bank; Evergreen Park (IL); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank is seeking a Branch-based professional to deliver exceptional service and advise customers on financial solutions. You will identify needs, guide banking options, and collaborate with partners to achieve sales and service goals.

The role emphasizes proactive customer engagement, needs assessments, and promoting digital banking tools across channels to enhance customer experience.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree.
• Proficiency in personal banking needs assessment and solutions.
• Familiarity with retail investments and lending products.
• Strong communication and interpersonal skills.

Responsibilities

• Proactively engage with customers and prospects to identify needs.
• Perform needs assessments and recommend tailored financial solutions.
• Promote digital and self-serve banking options to customers.
• Support transactions and build relationships across channels.

Skills

Needs-based selling

Customer engagement

Bilingual (English/Spanish)

Education

Post-secondary degree in related field

Job description

BMO Harris Bank is seeking a Branch-based professional to deliver exceptional service and advise customers on financial solutions. You will identify needs, guide banking options, and collaborate with partners to achieve sales and service goals.

The role emphasizes proactive customer engagement, needs assessments, and promoting digital banking tools across channels to enhance customer experience.