Bilingual Retail Banking Relationship Advisor

Hispanic Alliance for Career Enhancement; Los Gatos (CA); On-site; USD 50,100 - 82,800; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement plans

Job summary

BMO Financial Group in the United States seeks a branch associate focused on delivering exceptional service and tailoring financial solutions to customers. You will identify needs, advise on lending and everyday banking, and work with partners to enhance the customer experience across channels.

The role emphasizes risk compliance, accurate data entry, and proactive engagement to grow relationships within the community.

Qualifications

• Typically 2–3 years of relevant experience in financial services or sales.
• Knowledge of personal banking products, lending, and investments.
• Ability to assess customer needs and provide financial guidance.

Responsibilities

• Identify customer needs and provide advice on financial solutions.
• Lead needs-based assessments to grow loyalty and opportunities.
• Promote digital/self-serve options and guide customers through channels.

Skills

Customer service

Sales skills

Financial guidance

Credit knowledge

Communication

Education

Post-secondary degree

Job description

BMO Financial Group in the United States seeks a branch associate focused on delivering exceptional service and tailoring financial solutions to customers. You will identify needs, advise on lending and everyday banking, and work with partners to enhance the customer experience across channels.

The role emphasizes risk compliance, accurate data entry, and proactive engagement to grow relationships within the community.