Location: Milwaukee, WI
Company: Wells Fargo
Banking jobs refer to a variety of roles within the financial industry, focused on the management, investment, transfer, and lending of money. These positions range from tellers and customer service representatives to investment bankers and financial advisors. They are characterized by their formal and regulated work environment, a strong focus on customer service and financial transactions. Operating within the core of the economy, banking jobs often require a blend of analytical skills, attention to detail, and a deep understanding of financial markets and products. Career growth and stability are common, with opportunities to specialize in areas like derivatives, asset management, or compliance.
Banking jobs refer to positions within banks and financial institutions that deal with money management, investment services, and customer transactions. These roles can range from tellers and customer service reps to investment bankers and financial analysts. Key characteristics of banking jobs include a strong focus on accuracy, customer service, regulatory compliance, and oftentimes, a fast-paced environment. Employees in the banking sector typically need strong numerical skills, attention to detail, and the ability to understand complex financial products and services. With the rise of fintech, banking jobs are also evolving to include more technology-driven positions.
Banking jobs refer to employment opportunities within the financial industry, specifically within banks, where individuals handle monetary transactions, manage financial assets, provide advice on financial services, and support the economic infrastructure. These roles often require strong numerical skills, keen attention to detail, and an understanding of financial regulations. Sector jobs can range from teller positions to investment banking analysts, each with a focus on financial integrity, customer service, and contributing to the bank's profitability. As the banking sector evolves with technology, many roles also involve adapting to digital banking platforms and innovative financial products.
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. Compensation and Benefits: $41,715.00 - $45,857.50 The base salary represents BMO Financial Group's hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.
Base salary is one component of BMO Financial Group's total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: We're here to help At BMO 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 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 http: //jobs. /us/en BMO 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 is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to interaction, gender identity, interactionual 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 does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO 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.
Service Representative/Teller compensation starts at $17.50 per hour , in addition to a floating premium. About Kohler Credit Union We are a $575 million not-for-profit, financial cooperative, owned and governed by our members with full-service branches in the Wisconsin communities of Kohler, Sheboygan, Howards Grove, Plymouth, Saukville, Grafton, Mequon, Manitowoc, and West Bend.
We support activities that benefit and enrich the communities we serve. We embrace the credit union cooperative spirit by delivering a broad range of superior and affordable financial services that meet the needs of our diverse membership. As an employer, we strive to encourage individual initiative, promote
professional growth, and provide opportunities to truly make a difference. Kohler Credit Union strives to be an employer of choice by placing major emphasis on personal and professional development and offering a generous benefit package which may include: incentive plan, medical insurance, a prescription drug program, a health savings account, life insurance, voluntary dependent life insurance, accidental death and dismemberment insurance, short and long term disability insurance, a pension plan, a 401(k) plan, profit sharing, flexible spending accounts, a voluntary dental program, a voluntary vision plan, paid holidays, paid time off, a wellness program, an employee assistance program, educational
reimbursement, employee recognition programs, and preferred credit card rates.
A Day in the Life as a Member Service Representative/Teller As a Member Service Representative/Teller, you arrive each day full of energy and ready to provide world-class service to our members. You cheerfully greet members in the lobby, at the teller counter, at the drive-thru window, or on the telephone. You enjoy developing and nurturing relationships with our members as you serve them. You stay busy as you efficiently process routine financial transactions for our members such as deposits, withdrawals, checks, and loan payments. You also have opportunities to utilize your product knowledge and recognize opportunities to cross-sell financial products and services to meet the current and future financial needs of our members.
You also maintain a cash drawer with all proper controls, vouchers, receipts, security, proofs, etc. ensuring it balances at the end of each shift. You also serve as a backup member service representative for the call center where you assist members on the phone or online with basic financial transactions such as looking up account info, posting transfers, and taking loan applications in a timely, accurate, and friendly manner. You answer questions about membership to both existing and potential members.
You enjoy being part of a fun, supportive team, but most of all you love serving our members and go home after each shift feeling great about the service you've provided them! Qualifications High school diploma or GED Prior experience working in a customer service capacity Basic math and computer skills Customer service experience that included handling money or answering phones is preferred. Previous financial industry, call center, or consumer lending experience is a plus, as is sales experience. You will need the ability to learn about and keep up-to-date on all credit union products and services; but don't worry, we provide excellent training.
Are you passionate and enthusiastic about customer service? Are you friendly and personable? Do you have excellent communication skills? Are you detail-oriented and conscientious? Do you thrive in a fast-paced environment? Can you remain confident and calm in challenging situations? Would you contribute to the success of the team by exhibiting positive energy towards co-workers and facilitating the growth and development of others? Are you personally committed to honesty and ethical practices?
Do you have the desire to continually learn and progress? If so, then you might just be perfect for this position! Are you ready to join our team? We understand your time is valuable and that is why we have a very quick and easy application process. If you feel that this job would be a great fit for you, please fill out our 3-minute mobile-friendly application so that we can review your information. We look forward to meeting you! Job Posted by Applicant Pro
