Bilingual Retail Banking Advisor (Spanish)

BMO U.S.; McHenry (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 Financial Group is seeking a customer-focused representative in the US who can engage clients, assess needs, and present tailored banking solutions. The role emphasizes service excellence, collaboration with partners, and adherence to lending policies.

Candidates should have strong communication skills, experience in financial services, and a drive to grow customer relationships across channels. The position may involve multiple branches and varied shifts.

Qualifications

• Experience in financial services or retail banking is preferred.
• Ability to identify customer needs and offer suitable financial solutions.
• Strong communication and interpersonal skills to build trust with clients.

Responsibilities

• Engage customers to assess needs and propose tailored banking solutions.
• Provide guidance on everyday banking, lending, and investment options.
• Ensure compliance with policies and maintain accurate data entry in lending workflows.

Skills

Customer Service

Sales oriented

Needs assessment

Banking products

Communication skills

Education

Post-secondary degree desirable

Tools

CRM software

Digital banking platforms

Job description

BMO Financial Group is seeking a customer-focused representative in the US who can engage clients, assess needs, and present tailored banking solutions. The role emphasizes service excellence, collaboration with partners, and adherence to lending policies.

Candidates should have strong communication skills, experience in financial services, and a drive to grow customer relationships across channels. The position may involve multiple branches and varied shifts.