Spanish-Speaking Retail Banking Relationship Manager

BMO; 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

Bank of Montreal in Rockford, IL seeks a retail banking professional to deliver exceptional service, identify customer needs, and advise on financial solutions. You will collaborate with branch partners to enhance the customer experience and grow relationships through needs assessments and tailored banking options.

The role emphasizes proactive outreach, using digital tools and in-branch interactions to drive loyalty and cross-sell everyday banking, lending, and small business solutions.

Qualifications

• Spanish speaking preferred.
• 2–3 years of relevant experience and post-secondary degree desirable or equivalent.
• Knowledge of personal banking products, retail investments and lending products.
• Experience in a consultative sales or service role is an asset.

Responsibilities

• Delivers exceptional service to BMO customers and prospects.
• Identifies customer needs and provides tailored financial solutions.
• Engages customers to complete needs assessments and grow loyalty.
• Proactively engages with customers to generate appointments and build relationships.

Skills

Spanish speaking

Customer service

Needs-based selling

Communication

Problem solving

Education

Post-secondary degree in related field

Job description

Bank of Montreal in Rockford, IL seeks a retail banking professional to deliver exceptional service, identify customer needs, and advise on financial solutions. You will collaborate with branch partners to enhance the customer experience and grow relationships through needs assessments and tailored banking options.

The role emphasizes proactive outreach, using digital tools and in-branch interactions to drive loyalty and cross-sell everyday banking, lending, and small business solutions.