Bilingual Retail Banking Advisor

Bank of Montreal; 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

Bank of Montreal in the United States (Romeoville, IL) seeks a bilingual retail banking professional who delivers exceptional service and guides customers to suitable financial solutions. This role emphasizes needs-based assessments, cross-sell opportunities, and community engagement.

You'll work within a branch/team, promoting digital tools and ensuring compliance, with a focus on personal banking, lending, and customer experience. Relevant licensing and regulatory adherence are required.

Qualifications

• 2-3 years of relevant experience
• Post-secondary degree or equivalent mix of education and experience
• Experience in financial services is an asset.

Responsibilities

• Delivers exceptional service to customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Proactively engages with customers to grow loyalty and identify opportunities.
• Promotes digital and self-serve options to simplify banking for clients.
• Ensures compliance with risk, regulatory, and privacy requirements.

Skills

Bilingual (English & Spanish)

Verbal & written communication

Analytical problem solving

Interpersonal skills

Education

Post-secondary degree

Job description

Bank of Montreal in the United States (Romeoville, IL) seeks a bilingual retail banking professional who delivers exceptional service and guides customers to suitable financial solutions. This role emphasizes needs-based assessments, cross-sell opportunities, and community engagement.

You'll work within a branch/team, promoting digital tools and ensuring compliance, with a focus on personal banking, lending, and customer experience. Relevant licensing and regulatory adherence are required.