Bilingual Retail Banking Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plan

Job summary

BMO is hiring for a role within Retail Banking Sales & Service. The position focuses on delivering exceptional service, identifying customer needs, and guiding them toward suitable financial solutions across everyday banking, lending, home financing, and small business options.

The role emphasizes collaboration with branch teams and BMO partners to achieve strong customer experiences and business results, while adhering to regulatory and policy standards.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable.
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.
• Fluent in English; bilingual in Spanish preferred.

Responsibilities

• Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
• Engages customers to complete needs assessments and recommend tailored solutions (everyday banking, lending, home financing, small business).
• Promotes digital and self-serve options to make banking easy and fast.
• Handles customer transactions and supports branch performance.
• Builds relationships with customers and community through proactive outreach.

Skills

Bilingual (English/Spanish)

Interpersonal skills

Analytical skills

Verbal & written communication

Organization skills

Collaboration & teamwork

Education

Post-secondary degree in related field

Job description

BMO is hiring for a role within Retail Banking Sales & Service. The position focuses on delivering exceptional service, identifying customer needs, and guiding them toward suitable financial solutions across everyday banking, lending, home financing, and small business options.

The role emphasizes collaboration with branch teams and BMO partners to achieve strong customer experiences and business results, while adhering to regulatory and policy standards.