Bilingual Retail Banking Advisor

BMO U.S.

Romeoville (IL)

On-site

USD 42,000 - 69,000

Full time

4 days ago

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Job summary

BMO U.S. is seeking a customer-focused professional to deliver exceptional service to our customers and prospects across channels. You will identify needs, advise on financial solutions, and collaborate with branch teams and partners to enhance the customer experience.

The role emphasizes proactive engagement, tailored lending and banking recommendations, and ensuring compliance with regulatory standards. Ideal candidates bring 2–3 years of relevant experience, a post-secondary degree, and

Qualifications

Typically between 2-3 years of relevant experience and post-secondary degree desirable.
Appropriate lending qualifications and designations.
Experience in financial services is an asset.
Confident and experienced in the use of social media, tablets, smartphones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

Responsibilities

Delivers exceptional service to customers and prospects and identifies needs.
Provides guidance on financial solutions that are in customers' best interests.
Leads proactive engagement with customers to grow loyalty and identify opportunities.
Recommends tailored solutions addressing sales and service needs across banking products.
Explains digital and self-serve options to make banking easy, fast, and convenient.
Ensures accurate data entry and lending recommendations within regulatory requirements.