Spanish-Speaking Retail Banking Advisor

BMO Harris Bank; Rockford (IL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Harris Bank in Rockford, IL, is seeking a Retail Banking Sales & Service professional who speaks Spanish and delivers exceptional service to customers and prospects. You will identify needs, propose financial solutions, and collaborate with branch partners to achieve sales and service goals.

The role emphasizes needs-based assessments, guidance on everyday banking, lending solutions, including home financing, and promoting digital self-serve options.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• 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 interpersonal skills are important.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides advice and guidance regarding financial solutions.
• Works collaboratively within the branch and with BMO partners to deliver the desired customer experience.
• Takes a lead in proactively engaging with existing customers and prospects to grow loyalty and opportunities.
• Offers clients guidance on digital and self-serve options to make banking easy, fast and efficient.

Skills

Spanish speaking

Interpersonal skills

Analytical skills

Organizational skills

Team collaboration

Communication skills

Education

Post-secondary degree in related field

Bachelor’s degree or higher

Job description

BMO Harris Bank in Rockford, IL, is seeking a Retail Banking Sales & Service professional who speaks Spanish and delivers exceptional service to customers and prospects. You will identify needs, propose financial solutions, and collaborate with branch partners to achieve sales and service goals.

The role emphasizes needs-based assessments, guidance on everyday banking, lending solutions, including home financing, and promoting digital self-serve options.