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
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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a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) Maintaining your knowledge of all products, services, technology and policies.
Adhering to all operational, security, risk and regulatory policies and procedures. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar
role. Preferred Qualifications: Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience.
Ability to build, deepen and retain relationships. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of consumer and business deposit products. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, interaction, national origin, age, disability, interactionual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) Maintaining your knowledge of all products, services, technology and policies.
Adhering to all operational, security, risk and regulatory policies and procedures. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar
role. Preferred Qualifications: Bachelor's Degree and 1 year or more in customer service and sales in banking, financial services or goal driven retail sales, or Business to Business sales experience.
Ability to build, deepen and retain relationships. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills. Excellent verbal and written communication skills. Comfort with technology such as mobile services and online banking services. Knowledge of consumer and business deposit products. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, interaction, national origin, age, disability, interactionual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.
Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate
products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating
of terms and/or taking an application for a dwelling secured transaction.
As such, this position requires compliance with the S. A. F. E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of Interacting with Customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systeminteractionperience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needinteractionperience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment.
Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http: //fedregistry.
nationwidelicensingsystem. org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to backss your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 11350 N PORT WASHINGTON RD MEQUON, WI 53092 Posting End Date: 26 Dec 2023 Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. PDN-9ae3a423-28df-4048-abd4-15c953175a8f
