Bilingual Retail Banking Relationship Advisor

Bank of Montreal; Lincolnwood (IL); On-site; USD 42,000 - 69,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Lincolnwood, IL seeks a Retail Relationship Banker to engage customers, identify financial needs, and tailor solutions across everyday banking, lending, and small business services.

The role emphasizes service excellence, compliance, and collaboration with branch teams. Applicants should have 2–3 years of experience, a post-secondary degree, and lending qualifications; Spanish language is preferred. BMO offers health and retirement benefits.

Qualifications

• Spanish speaking preferred.
• Typically 2–3 years of relevant experience and post-secondary degree desirable or equivalent.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business banking needs and solutions.

Responsibilities

• Takes a lead in engaging with existing customers and prospects to grow loyalty and identify opportunities.
• Engages customers to complete needs assessments and recommends tailored financial solutions (daily banking, lending, home financing, small business).
• Advises on digital/self-serve options to simplify banking; supports transaction needs.
• Partners with branch/team to build relationships and achieve targets.
• Ensures compliance with legal/regulatory requirements and lending policies.
• Maintains knowledge of banking products and industry trends.

Skills

Spanish Speaking

Customer-focused

Financial services knowledge

Cross-selling ability

Education

Post-secondary degree

Job description

Bank of Montreal in Lincolnwood, IL seeks a Retail Relationship Banker to engage customers, identify financial needs, and tailor solutions across everyday banking, lending, and small business services.

The role emphasizes service excellence, compliance, and collaboration with branch teams. Applicants should have 2–3 years of experience, a post-secondary degree, and lending qualifications; Spanish language is preferred. BMO offers health and retirement benefits.