Spanish-Speaking Retail Banking Relationship Advisor

BMO; Bloomingdale (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 plans

Job summary

BMO Financial Group is hiring in the United States for a role focused on delivering exceptional customer service and financial guidance. The position emphasizes needs-based assessments, sales opportunities, and collaboration with branch partners to meet business goals.

The ideal candidate has 2–3 years of relevant experience, a post-secondary degree, and familiarity with lending, retail investments, and personal banking solutions.

Qualifications

• 2-3 years of relevant experience and post-secondary degree desirable
• Appropriate lending qualifications and designations
• Knowledge of personal and small business customer needs and solutions
• Experience with retail investments and lending products
• Experience in a consultative customer service or sales role
• Readiness to collaborate and work in different capacities as part of a team

Responsibilities

• Engages customers to assess needs and identify financial solutions
• Proactively engages existing customers and prospects
• Provides advice on banking channels and tailored solutions
• Manages risk and compliance processes to safeguard assets
• Acts as a key member of branch and market teams
• Supports customer transactions as needed
• Builds new relationships within the community

Skills

Customer Service

Sales

Relationship Building

Communications

Problem Solving

Spanish Speaking

Financial Solutions

Education

Post-secondary degree

Tools

Social Media Use

Online Tools

Tablets/Smartphones

Job description

BMO Financial Group is hiring in the United States for a role focused on delivering exceptional customer service and financial guidance. The position emphasizes needs-based assessments, sales opportunities, and collaboration with branch partners to meet business goals.

The ideal candidate has 2–3 years of relevant experience, a post-secondary degree, and familiarity with lending, retail investments, and personal banking solutions.