Bilingual Retail Banking Advisor & Relationship Builder

BMO Financial Group; Lakewood (CO); 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 Financial Group is seeking a branch-based advisor to deliver personalized financial guidance and solutions to customers. The role focuses on needs-based assessments, cross-selling of banking and lending products, and promoting digital channels to enhance the customer experience.

The ideal candidate will have 2–3 years of relevant experience, strong interpersonal skills, and a commitment to compliant, customer-centric service.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.

Responsibilities

• Engages customers to assess needs and identify financial solutions across banking channels.
• Delivers advice on everyday banking, lending, home financing, and small business solutions.
• Promotes digital and self-serve options to simplify banking for customers.
• Builds new relationships within the community and grows BMO’s business.
• Ensures compliance with risk, regulatory, and lending policies in all recommendations.

Skills

Needs-based selling

Relationship building

Customer service

Sales advisory

Interpersonal skills

Education

Post-secondary degree

Tools

CRM software

Online banking platforms

Job description

BMO Financial Group is seeking a branch-based advisor to deliver personalized financial guidance and solutions to customers. The role focuses on needs-based assessments, cross-selling of banking and lending products, and promoting digital channels to enhance the customer experience.

The ideal candidate will have 2–3 years of relevant experience, strong interpersonal skills, and a commitment to compliant, customer-centric service.