Universal Banker - 1400007856
Company Name:
Aon Hewitt
Universal Banker - 1400007856
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: 1 W. Main Street, Madison, WI 53703
Full time position - 40 hours per week. Employee will work during the week most of the time and will be asked to occasional open or close. Employee must also work every 3rd Saturday at the Monona branch.
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.Estimated Salary: $20 to $28 per hour based on qualifications.
Aon Hewitt
Universal Banker - 1400007856
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: 1 W. Main Street, Madison, WI 53703
Full time position - 40 hours per week. Employee will work during the week most of the time and will be asked to occasional open or close. Employee must also work every 3rd Saturday at the Monona branch.
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.Estimated Salary: $20 to $28 per hour based on qualifications.
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