Bilingual Retail Banking Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a branch-based Banking Associate in the United States. The role emphasizes exceptional customer service, needs-based assessments, and financial guidance across everyday banking, lending, and small business solutions.

The position collaborates with partners to deliver a seamless customer experience, engages in community outreach, and ensures compliance with lending policies and regulatory requirements.

Qualifications

• 2–3 years of relevant experience with a post-secondary degree or equivalent

Responsibilities

• Proactively engage with existing customers and prospects to grow loyalty and identify opportunities.
• Assess needs and identify financial solutions across everyday banking, lending, and small business needs.
• Guide customers to digital/self-serve options to simplify banking experiences.
• Build new relationships within the community and expand appointments.

Skills

Bilingual English/Spanish

Retail banking sales & service

Customer service oriented

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a branch-based Banking Associate in the United States. The role emphasizes exceptional customer service, needs-based assessments, and financial guidance across everyday banking, lending, and small business solutions.

The position collaborates with partners to deliver a seamless customer experience, engages in community outreach, and ensures compliance with lending policies and regulatory requirements.