Bilingual Retail Banking Relationship Advisor

BMO; Carpentersville (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 is seeking a Retail Banking Sales & Service professional in the United States (Illinois). The role focuses on delivering exceptional service, assessing customer needs, and guiding clients to financial solutions across lending, everyday banking, investments, and digital channels.

You will collaborate with branch partners to grow loyalty and business while maintaining regulatory compliance. Candidates should have 2–3 years of relevant experience and a post-secondary degree when possible, with

Qualifications

• Spanish speaking strongly preferred.
• 2-3 years of relevant experience and post-secondary degree in related field of study 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.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Deliver exceptional service and identify customer needs.
• Provide advice on financial solutions including lending and home financing.
• Engage customers to grow relationships and drive loyalty.
• Ensure compliance with legal and regulatory requirements.

Skills

Spanish speaking

Customer service

Sales experience

Financial services knowledge

Social media & digital tools

Consultative selling

Interpersonal skills

Communication skills

Education

Post-secondary degree

Job description

BMO is seeking a Retail Banking Sales & Service professional in the United States (Illinois). The role focuses on delivering exceptional service, assessing customer needs, and guiding clients to financial solutions across lending, everyday banking, investments, and digital channels.

You will collaborate with branch partners to grow loyalty and business while maintaining regulatory compliance. Candidates should have 2–3 years of relevant experience and a post-secondary degree when possible, with