Bilingual Retail Banking Advisor (Spanish)

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in the United States is seeking a customer-focused banking professional to engage existing customers and prospects with needs-based assessments. You will identify tailored financial solutions, including everyday banking, lending, and home financing, while promoting digital channels to enhance the customer experience.

Join a collaborative branch team and help grow business by delivering compliant, personalized financial guidance.

Qualifications

• Typical two to three years of relevant experience in financial services.
• Strong interpersonal and communication skills for consultative sales.
• Ability to explain complex financial products clearly to clients.
• Knowledge of lending and banking policies and regulatory guidelines.

Responsibilities

• Lead needs assessments to identify financial solutions and banking channels for customers.
• Provide tailored financial advice including everyday banking, investments, lending, and home financing.
• Promote digital/self-serve options to simplify banking for clients.
• Build relationships within the community and drive service and sales objectives.

Skills

Customer service

Sales experience

Financial products knowledge

Regulatory compliance

Credit analysis

Education

Bachelor's degree in a related field

Job description

BMO Financial Group in the United States is seeking a customer-focused banking professional to engage existing customers and prospects with needs-based assessments. You will identify tailored financial solutions, including everyday banking, lending, and home financing, while promoting digital channels to enhance the customer experience.

Join a collaborative branch team and help grow business by delivering compliant, personalized financial guidance.