Universal Banker - 1400003821

Company Name:
Aon Hewitt
Universal Banker - 1400003821
Description
The Universal Banker will ensure the customers needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and
services
that fulfills the customers immediate and future financial needs. Under direct supervision, the Universal Banker will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Universal Banker is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales.
Coordinate both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.
Exhibit effective communication
Provide transactional support to the Service Area (Tellers) as well as dual control functionality as applicable. (25%)
Open deposit accounts and input loan applications and navigate the loan process. Open all types of personal and business accounts and prepare related documentation. (75%)
Assist customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction.
Assist with reception and vault
attendant
duties.
Interface with customers via telephone or in person.
Must be able to support multiple branch locations as needed.
Generate and maintain profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.
Achieve activity and growth goals as well as customer satisfaction objectives.
Engage in outbound calling and needs assessment as assigned by the Bank
manager
to generate qualified referrals for alternative products, channels and other lines of business to meet One Harris Goals.
Actively participate in
community
activities that may generate new customer leads and supports Banks overall CRA goals and initiatives. Meet or exceed all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.
Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses.
Adhere to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.
Input and follow through with loan applications following operational and regulatory requirements.
100% adherence to branchs internal policies and procedures to ensure 100% pass rates of internal audits.
Qualifications
Education:
High School education/equivalent or higher
Experience:
1 to 2 years banking experience or previous teller or experience in a customer contact/sales
position
or equivalent preferred
Skills:
Strong communication skills
Deposit/check processing
Knowledge of Personal Banking products/services, and commercial deposit products
Strong organizational skills and ability to manage multiple tasks
Location: 4711 Monona Drive, Monona, WI 53716
Full time position 40 hours per week.
employee
will work every 3rd Saturday. Also the employee will occasional work until 6pm.
At BMO Harris Bank, we have been helping our customers and communities for over 130 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.
To find out more visit our website at www.bmoharris.com/careers.
BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. We are an Equal Opportunity Employer. By embracing diversity, we gain strength through our people and our perspectives.

Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

Universal Banker NMLS 1 - 8000 Excelsior Drive...
Madison, WI US Bank
Banker - Whitefish Bay
Milwaukee, WI Associated Bank