Bilingual Retail Banking Relationship Advisor

BMO U.S.; Fremont (CA); 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 professional in the United States to assess needs, recommend tailored personal and small business financial solutions, and deliver a high-quality customer experience across branch and channels.

The role emphasizes bilingual service considerations, regulatory compliance, and a proactive approach to growing customer relationships while maintaining risk controls.

Qualifications

• 2–3 years of relevant experience and post-secondary degree in related field desirable
• Appropriate lending qualifications and designations
• Working knowledge of personal and small business customer needs and solutions
• Experience with retail investments and lending products is an asset
• Ability to deliver a personal customer experience in a consultative sales environment
• Strong interpersonal, communication, and problem-solving skills

Responsibilities

• Engages customers to identify needs and delivers needs-based assessments to grow loyalty and opportunities.
• Identifies customer needs and provides advice and guidance on financial solutions aligned with best interests.
• Promotes digital and self-serve options to make banking easier and faster.
• Supports customer transactions and service requests across branch and channels.
• Develops new relationships by reaching out and setting appointments in the community.
• Adheres to lending policies and regulatory requirements in recommendations.

Skills

Customer service

Sales experience

Communication skills

Interpersonal skills

Analytical thinking

Problem solving

Team collaboration

Attention to detail

Education

Post-secondary degree in related field desirable

Tools

Social media tools

Online tools

Mobile devices

Job description

BMO Financial Group is seeking a customer-focused professional in the United States to assess needs, recommend tailored personal and small business financial solutions, and deliver a high-quality customer experience across branch and channels.

The role emphasizes bilingual service considerations, regulatory compliance, and a proactive approach to growing customer relationships while maintaining risk controls.