Spanish-Speaking Retail Banking Advisor

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO U.S. is seeking a customer-focused professional in Illinois to deliver exceptional retail banking service and guidance. The role emphasizes needs-based assessments, cross-selling financial solutions, and collaboration across channels to enhance the customer experience.

The position involves engaging with customers to grow loyalty, supporting lending and home financing discussions, and promoting digital banking tools in a compliant, risk-aware manner.

Qualifications

• Spanish Speaking pref
• 2-3 years of relevant experience and post-secondary degree desirable
• Appropriate lending qualifications and designations
• Working knowledge of personal and small business customer needs and solutions
• Experience in financial services is an asset
• Strong communication and problem-solving skills

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides guidance on financial solutions.
• Conducts needs-based assessments to grow loyalty and identify opportunities.
• Proactively engages with customers and prospects to schedule appointments and build relationships.
• Ensures compliance with risk, legal, and lending policies.
• Promotes digital and self-serve options to make banking easier.

Skills

Spanish Speaking

Customer service

Interpersonal skills

Education

Post-secondary degree

Job description

BMO U.S. is seeking a customer-focused professional in Illinois to deliver exceptional retail banking service and guidance. The role emphasizes needs-based assessments, cross-selling financial solutions, and collaboration across channels to enhance the customer experience.

The position involves engaging with customers to grow loyalty, supporting lending and home financing discussions, and promoting digital banking tools in a compliant, risk-aware manner.