Bilingual Retail Banking Relationship Advisor

BMO; Aurora (IL); Sur place; USD 43 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Résumé du poste

BMO U.S. is hiring in Illinois for a Retail Banking Sales & Service role. The position focuses on delivering exceptional service, identifying customer needs, and advising on financial solutions across everyday banking, lending, and small business needs.

The role requires bilingual English and Spanish communication and collaboration with branch partners to fulfill business objectives. As a trusted advisor, you will assess customer needs, guide them to digital options, and ensure compliance with

Qualifications

• Typically 2–3 years of relevant experience and post-secondary degree in related field desirable.

Responsabilités

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice on financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Promotes digital and self-serve options to simplify banking.
• Assesses risk and ensures compliance with lending policies and processes.
• Proactively grows BMO’s business by building relationships and scheduling appointments.

Connaissances

Bilingual English and Spanish

Customer service

Sales oriented

Communication skills

Interpersonal skills

Regulatory compliance understanding

Formation

Post-secondary degree

Lending qualifications/designations

Outils

CRM systems

Digital banking platforms

Description du poste

BMO U.S. is hiring in Illinois for a Retail Banking Sales & Service role. The position focuses on delivering exceptional service, identifying customer needs, and advising on financial solutions across everyday banking, lending, and small business needs.

The role requires bilingual English and Spanish communication and collaboration with branch partners to fulfill business objectives. As a trusted advisor, you will assess customer needs, guide them to digital options, and ensure compliance with