Bilingual Retail Banking Advisor

BMO U.S.; St. Charles (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO U.S. is seeking a customer-focused banking professional to deliver personalized financial guidance and solutions in a branch environment. You will assess customer needs, present suitable personal and small business products, and promote digital banking options to enhance the customer experience.

The role requires 2–3 years of relevant experience, solid lending knowledge, and strong communication skills. You will collaborate with team members to drive loyalty and meet branch objectives.

Qualifications

• 2–3 years of relevant experience or equivalent education.
• Appropriate lending qualifications and designations.
• Strong verbal and written communication skills.

Responsibilities

• Proactively engage with customers and prospects to assess needs and grow loyalty.
• Provide tailored financial solutions across banking, lending, and investments.
• Guide customers to digital and self-serve options to simplify banking.
• Collaborate with branch and partners to achieve business objectives.
• Adhere to risk, compliance, and privacy requirements.

Skills

Customer service

Sales experience

Communication

Lending knowledge

Relationship building

Education

Post-secondary degree in related field

Job description

BMO U.S. is seeking a customer-focused banking professional to deliver personalized financial guidance and solutions in a branch environment. You will assess customer needs, present suitable personal and small business products, and promote digital banking options to enhance the customer experience.

The role requires 2–3 years of relevant experience, solid lending knowledge, and strong communication skills. You will collaborate with team members to drive loyalty and meet branch objectives.