Spanish-Speaking Banking Relationship Advisor

BMO U.S.; Bensenville (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO U.S. is seeking a customer-focused Banking Advisor with Spanish-speaking capabilities to deliver tailored financial solutions. The role emphasizes needs-based assessments, proactive engagement, and cross-channel collaboration to drive customer satisfaction and business growth.

Responsibilities include analyzing customer needs, guiding on lending and everyday banking products, and ensuring compliance with banking policies while delivering a personal, convenient experience.

Qualifications

• Typically 2–3 years of relevant experience and a post-secondary degree in a related field.
• Canada only: Registration to sell investment products completed (where applicable).
• Appropriate lending qualifications and designations.
• Experience in financial services is an asset.

Responsibilities

• Engages with existing customers and prospects to assess needs and identify opportunities.
• Provides guidance on financial solutions across banking channels and products.
• Places emphasis on delivering a personal customer experience and timely service.
• Assists with risk and compliance processes to protect customer assets.
• Proactively builds relationships by generating appointments and outreach within the community.

Skills

Needs-based assessments

Customer engagement

Financial solutions guidance

Consultative sales

Regulatory compliance

Relationship building

Education

Post-secondary degree

Tools

Social media

Tablets

Smartphones

Online tools

Job description

BMO U.S. is seeking a customer-focused Banking Advisor with Spanish-speaking capabilities to deliver tailored financial solutions. The role emphasizes needs-based assessments, proactive engagement, and cross-channel collaboration to drive customer satisfaction and business growth.

Responsibilities include analyzing customer needs, guiding on lending and everyday banking products, and ensuring compliance with banking policies while delivering a personal, convenient experience.