Location: Superior, WI
Company: BMO Financial Group
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 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.
opportunities for hard workers to grow personally and professionally. We enjoy celebrating success and great benefits along the way. Most importantly, we believe superior customer service paired with the right banking solutions help our customers and businesses fulfill their financial dreams, and our communities grow.
Our ideal candidate believes in our mission, values continuous learning, and is comfortable adapting to change. If this resonates with you, apply today and come join our team. #investinyou At Tri City National Bank come and work for your local Community Bank where you will receive the following great benefits and invest in you! Full Time: 401(k), tuition reimbursement, medical,
dental, vision paid vacation and more! Part Time: 401(k), up to 20 hours of paid vacation after 6 months and work-life balance! No early mornings or late nights.
Monthly schedule. Closed on major holidays. Learn about the financial industry. Regular feedback with five reviews in the first two years with opportunities for promotions and wage increases. Opportunities to give back to the community and make a difference. You won't get lost in the crowd. interactions with senior leadership and career advancement potential. #investinyou COMPENSATION: $15.00 - $17.25 per hour depending on experience. The hours for the bank are Monday-Friday 8:00/8:30am-5:00/5:30pm and Saturdays 8:00/8:30am-12pm.
Responsibilities: Process customer transactions in accordance with Bank policy, e.
g. deposits, withdrawals, payments, and cashing checks. Performs a variety of transactions, refers bank products and services to new and existing customers. Embodies the Tri City brand and creates an unparalleled customer experience. Acquire working knowledge of Bank's products, services, regulations, and procedures. Maintain control of cash drawer, balance, and process all supporting documentation. Effectively and efficiently respond to customer inquiries regarding account product, services, and general information while adhering to Bank’s policies. Project a professional image, including attitude, dress, and communication with customers and team members.
Consistently contribute to a cohesive team environment by demonstrating superior interpersonal skills, such as empathy, respect, and humility, while interacting positively with customers and team members. Perform all other duties as assigned. Qualifications: High school education or equivalent knowledge of several subjects in order to express complex thoughts clearly in writing, perform mathematical calculations, and deal effectively with professionals and managers within and outside the Bank. Demonstrate a high degree of customer service, including effective communication skills, sensitivity, judgement, and initiative.
Ability to handle high stress situations and maintain a high level of energy is essential. Previous cash handling experience preferred. Knowledge of departmental policies and procedures. Ability to maintain the confidentiality of customer knowledge and data. Ability to apply what is learned in training and on-the-job to execute daily work functions. Ability and willingness to travel to other locations and work weekends as needed. EQUIPMENT TO BE USED: Must be able to operate a computer and other basic office equipment.
TYPICAL PHYSICAL DEMANDS: Requires sitting, standing, bending, and reaching. May require light lifting. Requires manual dexterity sufficient to operate standard office machines. Requires normal range of hearing and vision. TYPICAL MENTAL DEMANDS: Must be able to work independently and resolve problems. Must relate and interact with people at all levels in the Bank. WORKING CONDITIONS: Called upon to work flexible days, hours, and locations. Works in a typical bank setting. COMPETENCIES: Cost of Entry (Customer Focused, Action-oriented, Ethics and Values) plus: Listening Problem Solving Technical Learning Technical Proficiency Adapts to Change Equal Opportunity Employer/Veterans/Disabled All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Reasonable Accommodation If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-xyz X or xyz X@ (Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.
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that is friendly, outgoing, a quick learner and team player. Duties include providing excellent customer service, cross selling products and services, and processing all types of banking transactions. Previous cash handling and customer service experience preferred.
Please click on or apply in person at Merchants Bank, Onalaska (3140 Market Pl). Questions can be emailed to xyz X@. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Job Summary: This position is considered one of our most critical front-line customer contact positions, as our customers have direct contact with tellers for 85% of all their banking transactions.
Tellers are responsible for all cash-related transactions, in addition to transactions involving paper documents. The position requires good basic, general knowledge of all banking operations.
The successful Teller is one who excels in many areas. Detailed aspects of each area are as follows: Customer Service (Internal and External): Tellers play a vital role in providing service. For many customers, tellers are their primary contact with the bank. Customer Service is measured by the degree to which the teller provides excellent service to customers and maintains constructive relationships with co-workers to ensure a more positive working atmosphere. Acknowledges customers’ presence promptly
with a “come on in” feeling and aware of their surroundings and engaged in what is occurring Sets aside their other work when customers approach Exchanges a greeting, smiles, and calls the customer by name Listens carefully to the customers’ requests, makes eye contact, clarifies facts and summarizes needs Demonstrates enthusiasm in handling customers’ transactions Explains banking procedures to customers in understandable terms avoiding Bank jargon Assists customers in the completion of bank forms, tickets, etc.
Politely refers customers to a Customer Service Representative when necessary Thanks the customer by name for their business and offers further assistance Anticipates customer traffic and plans accordingly to ensure customers are served promptly and efficiently Seeks assistance and guidance from co-workers in a timely and polite manner Cooperates with others and is effective in establishing working relationships Makes suggestions/referrals to enhance customer relationships Offers hospitality to waiting customers Work Habits: Specific skills demonstrating work habits include: Complies with audit regulations Processes transactions efficiently and accurately Develops speed in balancing the teller window Maintains a neat and organized work area Projects a well groomed and professional appearance Adheres to bank policy on absenteeism and the establish work hours Cooperates with other staff members and responds to supervisory guidance and direction, asked good questions, listens and does the appropriate detective work to either help themselves or our customers Assumes additional responsibilities such as ATM, cash items, vault, etc.
Adheres to bank guidelines on handling CTR transactions, Reg E, and overall compliance Dependability: Specific skills demonstrating dependability include: Works independently Stays focused under pressure Completes work in a timely manner Arrives to work as scheduled Accepts accountability Adapts well to change Flexible to changing needs, such as staffing needs for the Branch Is confidential (Internal and External) Is a team player Employee will be expected to contribute to a positive working environment through words and actions Employee will be expected to greet internal and external customers in a friendly and outgoing manner.
Employee will be expected to take responsibility to insure that internal and external customers receive outstanding service. Employees will be expected to complete compliance assignments as needed.
Regular and dependable attendance is an essential function of the job. Adherence to compliance with laws concerning financial institutions and completion of compliance courses as required for job description. Performs any and all other duties, as assigned, to increase performance of Merchants. Working Conditions: Inside environmental conditions. No environmental hazards such as chemicals. Constant use of equipment, including, but not limited to, use of phones, fax machine, copier, coin machine, adding machine, and computer. Physical Demands: Predominately standing for extended periods, walking between units.
Lifting and carrying of coin not in excess of 35 lbs. Average ability in manual dexterity, finger dexterity, and motor coordination. Able to speak, see, and hear. Mental Demands/Competencies: Above-average ability or aptitude in the areas of reasoning, intelligence, and clerical perception. Ability to maintain concentration and focus on customer service in an environment where there is considerable noise from microphones and teller machines. 1 year of cash handling and/or customer service experience. High school diploma or equivalent.
Ability to interact with others effectively. Basic math skills (addition, subtraction, multiplication, and division. ) Attention to detail. Ability to follow established guidelines and procedures. Knowledge of appropriate referral sources regarding customer issues or bank products and services. Relationships: Responsible to Lead Teller for fulfillment of Teller functions. Will have extensive contact with internal and external customers, and is to conduct relationships in a manner that will enhance overall image of the Bank.
opportunities for hard workers to grow personally and professionally. We enjoy celebrating success and great benefits along the way. Most importantly, we believe superior customer service paired with the right banking solutions help our customers and businesses fulfill their financial dreams, and our communities grow.
Our ideal candidate believes in our mission, values continuous learning, and is comfortable adapting to change. If this resonates with you, apply today and come join our team. #investinyou At Tri City National Bank come and work for your local Community Bank where you will receive the following great benefits and invest in you! Full Time: 401(k), tuition reimbursement, medical,
dental, vision paid vacation and more! Part Time: 401(k), up to 20 hours of paid vacation after 6 months and work-life balance! No early mornings or late nights.
Monthly schedule. Closed on major holidays. Learn about the financial industry. Regular feedback with five reviews in the first two years with opportunities for promotions and wage increases. Opportunities to give back to the community and make a difference. You won't get lost in the crowd. interactions with senior leadership and career advancement potential. #investinyou COMPENSATION: $15.00 - $17.25 per hour depending on experience. The hours for the bank are Monday-Friday 8:00/8:30am-5:00/5:30pm and Saturdays 8:00/8:30am-12pm.
Responsibilities: Process customer transactions in accordance with Bank policy, e.
g. deposits, withdrawals, payments, and cashing checks. Performs a variety of transactions, refers bank products and services to new and existing customers. Embodies the Tri City brand and creates an unparalleled customer experience. Acquire working knowledge of Bank's products, services, regulations, and procedures. Maintain control of cash drawer, balance, and process all supporting documentation. Effectively and efficiently respond to customer inquiries regarding account product, services, and general information while adhering to Bank’s policies. Project a professional image, including attitude, dress, and communication with customers and team members.
Consistently contribute to a cohesive team environment by demonstrating superior interpersonal skills, such as empathy, respect, and humility, while interacting positively with customers and team members. Perform all other duties as assigned. Qualifications: High school education or equivalent knowledge of several subjects in order to express complex thoughts clearly in writing, perform mathematical calculations, and deal effectively with professionals and managers within and outside the Bank. Demonstrate a high degree of customer service, including effective communication skills, sensitivity, judgement, and initiative.
Ability to handle high stress situations and maintain a high level of energy is essential. Previous cash handling experience preferred. Knowledge of departmental policies and procedures. Ability to maintain the confidentiality of customer knowledge and data. Ability to apply what is learned in training and on-the-job to execute daily work functions. Ability and willingness to travel to other locations and work weekends as needed. EQUIPMENT TO BE USED: Must be able to operate a computer and other basic office equipment.
TYPICAL PHYSICAL DEMANDS: Requires sitting, standing, bending, and reaching. May require light lifting. Requires manual dexterity sufficient to operate standard office machines. Requires normal range of hearing and vision. TYPICAL MENTAL DEMANDS: Must be able to work independently and resolve problems. Must relate and interact with people at all levels in the Bank. WORKING CONDITIONS: Called upon to work flexible days, hours, and locations. Works in a typical bank setting. COMPETENCIES: Cost of Entry (Customer Focused, Action-oriented, Ethics and Values) plus: Listening Problem Solving Technical Learning Technical Proficiency Adapts to Change Equal Opportunity Employer/Veterans/Disabled All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Reasonable Accommodation If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-xyz X or xyz X@ (Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.
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Will assist member with their bank accounts and finances while creating long-term relationships and cross-selling bank products and services. Duties include: Helping members open, close and manage bank accounts and finances Advising members on financial services appropriate for their needs and working to resolve issues Contacting potential customers to generate new business Providing referrals to members to inhouse financial experts as needed Sharing information on financial products and services to current and perspective members Administrative duties such as data entry, answering the phone, etc.
This position will pay based on experience, but is expected to be between $17-20/hour. Benefits
are available once hired by our client, including medical insurance, sick pay, vacation, and 401K. The hours will be between 8:15am-5:15pm, Monday-Friday as well as Saturday approximately once every 2 months (working typically 8:15am-12:15pm).
Requirements: Previous personal banking experience; sales or member service experience is a plus! Knowledge of personal banking practices and regulations Familiarity with banking software & intermediate to advanced knowledge of MS Office Ability to work toward and meet job metrics (ex. sales goals) Excellent communication and negotiation skill High level of problem solving A Bachelors degree in Finance, Accounting or similar field is preferred A
criminal background check and credit check will be conducted.
Interested candidates should apply on-line at or email your resume to xyz X@ Flex-Staff is an Equal Opportunity Employer, which includes providing equal opportunity for protected veterans and individuals with disabilities
