Bilingual Retail Banking Specialist

Bank of Montreal; Illinois; 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 (BMO) is seeking a customer-focused professional in Illinois to deliver exceptional service and provide needs-based financial guidance. You will engage customers, assess banking needs, and tailor solutions across everyday banking, lending, home financing, and small business services.

The role emphasizes leveraging digital channels, building loyalty, and collaborating with branch teams while maintaining regulatory compliance and risk controls. Strong Spanish skills are preferred.

Qualifications

• Two to three years of relevant financial services experience preferred.
• Knowledge of personal banking products, lending, and retail investments is a plus.
• Ability to listen, problem-solve, and build rapport with customers.

Responsibilities

• Provide needs-based banking guidance and cross-sell financial solutions.
• Engage customers to assess needs and route to appropriate channels or products.
• Assist with everyday banking, lending, and home financing, including small business solutions.
• Promote digital/self-serve options to simplify banking for customers.
• Maintain compliance with risk, privacy, and regulatory requirements.

Skills

Bilingual English Spanish

Education

Post-secondary degree

Job description

Bank of Montreal (BMO) is seeking a customer-focused professional in Illinois to deliver exceptional service and provide needs-based financial guidance. You will engage customers, assess banking needs, and tailor solutions across everyday banking, lending, home financing, and small business services.

The role emphasizes leveraging digital channels, building loyalty, and collaborating with branch teams while maintaining regulatory compliance and risk controls. Strong Spanish skills are preferred.