Part-Time Associate Banker - Sheboygan, WI
Company: BMO Financial Group
Location: Sheboygan
Posted on: May 26, 2023
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Job Description:
Here's how you will feel working at BMO:
Fulfilled and Inspired: Help our customers make real financial
progress & make a positive impact in our communities. Forbes named
BMO among the World's Best Banks 2020, as recognized by
customers.
Empowered to Grow Your Career: Build the career you aspire to have
and grow in ways that are important to you.
Valued and Heard: Use your voice to be a champion for progress and
a catalyst for change.
Supported in Living Well: Experience the balance and support you
need---
Check out all of the additional great benefits BMO has to offer:
BMO Life - Benefits (bmoharris.com)
(https://jobs.bmoharris.com/us/en/benefits)
In this role you will work 30 hours a week.
Duties:
Delivers exceptional service to BMO customers and prospects.
Identifies customer needs and provides advice and guidance
regarding financial solutions that are in the best interests of
customers. Works collaboratively within the branch and with BMO
partners to deliver the desired customer experience and achieve
overall business objectives.
Collaborates with BMO partners to identify referral opportunities
that further grow the customer's relationship with BMO beyond
personal banking.
Welcomes and guides customers as they walk into the branch lobby,
and offers advice and guidance on available digital and self-serve
options with the goal of making it easy, simple, and fast to bank
with BMO.
As a lobby leader, assists in conducting client conversations about
banking services to recommend alternative banking channels and
provide personal banking and investment advice.
Meets customer transaction-based needs with seamless execution.
Reviews customer profiles and engages customers in a needs-based
conversation to identify potential opportunities and address
everyday banking plans and credit card needs.
Contributes to meeting branch business results and the customer
experience.
Supports operational activities (e.g. inventory management,
escalated service requests, following up on customer applications,
filing, opening and closing activities).
Acts as a key member of a collaborative and versatile branch and
market team.
Probes to understand customer personal banking and credit card
needs and integrates marketing promotions and programs into
customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each
customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the
overall branch customer experience.
Contributes to business results and the overall experience
delivered in the branch.
May work at multiple branches based on market needs; work schedule
may differ from week to week in terms of days worked, hours, and
shifts.
Follows through on risk and compliance processes and policies to
ensure we safeguard our customers' assets, maintain their privacy,
and act in their best interest.
Keeps current with the wider financial services marketplace, the
legal and regulatory environment, and our commitment to uphold the
highest ethical requirements of our industry.
Maintains current knowledge of personal banking products,
practices, and trends and integrates into customer
conversations.
Identifies and reports suspicious patterns of activity that are
suspected to be related to money laundering.
Complies with legal and regulatory requirements for the
jurisdiction.
Protects the Bank's assets in compliance with all regulatory,
legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as
required.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 1 - 2 years of relevant experience and/or
certification in related field of study desirable or an equivalent
combination of education and experience.
Canada only: Registration to sell investment products completed or
in progress (must be completed within 12 months) - as appropriate
for the jurisdiction.
Confident and experienced in the use of social media, tablets,
Smart phones, online tools, and applications.
Some experience in a consultative customer service or sales roles,
with a drive to deliver a personal customer experience.
Basic knowledge of specialized sales and business banking solutions
to refer to specialists.
Passionate commitment to helping customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative
sales and team-based environment.
Resourceful self-starter with courage and confidence to approach
customers.
Readiness to collaborate and work in different capacities as part
of a team.
Strong interpersonal skills, including the ability to build rapport
and connections with customers.
An aptitude for listening, solving problems, and responding
flexibly and creatively to new challenges.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
We're here to help
At BMO Harris Bank we are driven by a shared Purpose: Boldly Grow
the Good in business and life. It calls on us to create lasting,
positive change for our customers, our communities and our people.
By working together, innovating and pushing boundaries, we
transform lives and businesses, and power economic growth around
the world.
As a member of the BMO Harris Bank team you are valued, respected
and heard, and you have more ways to grow and make an impact. We
strive to help you make an impact from day one - for yourself and
our customers. We'll support you with the tools and resources you
need to reach new milestones, as you help our customers reach
theirs. From in-depth training and coaching, to manager support and
network-building opportunities, we'll help you gain valuable
experience, and broaden your skillset.
To find out more visit us at https://jobs.bmoharris.com
BMO Harris Bank is committed to an inclusive, equitable and
accessible workplace. By learning from each other's differences, we
gain strength through our people and our perspectives. BMO Harris
Bank N.A. is an equal opportunity/affirmative action employer. All
qualified applicants will receive consideration for employment
without regard to sex, gender identity, sexual orientation, race,
color, religion, national origin, disability, protected Veteran
status, age, or any other characteristic protected by law.
Accommodations are available on request for candidates taking part
in all aspects of the selection process. To request accommodation,
please contact your recruiter.
Note to Recruiters: BMO Harris Bank does not accept unsolicited
resumes from any source other than directly from a candidate. Any
unsolicited resumes sent to BMO Harris Bank, directly or
indirectly, will be considered BMO Harris Bank property. BMO Harris
Bank will not pay a fee for any placement resulting from the
receipt of an unsolicited resume. A recruiting agency must first
have a valid, written and fully executed agency agreement contract
for service to submit resumes.
Keywords: BMO Financial Group, Sheboygan , Part-Time Associate Banker - Sheboygan, WI, Other , Sheboygan, Wisconsin
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