Milwaukee, Wisconsin
Ongoing through Monday, November 26, 2012
Company: BMO Harris Bank
Contact: Keith M. Racelis
Job Description: At our company, we have been helping our customers and communities for over 125 years. In July 2011, our parent company BMO Financial Group acquired Marshall & Ilsley Corporation (M&I). Over the next year, we will be working to bring the best of Harris and M&I together under the BMO Harris Bank name. 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. 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., MANDATE, The Assistant Bank Manager will ensure the customer’s needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services that fulfills the customer’s immediate and future financial needs. Under direct supervision, the Assistant Bank Manager will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Assistant Bank Manager is accountable for delivering clarity to customers through simplicity, guidance, and know-how, as well as creating a proactive sales and service environment in which employees deliver clarity to customers through simplicity, guidance, and know-how. This role assists Bank Manager with the expansion and retention of business, as well as calling on major and prospective clients. The Assistant Bank Manager assists with day-to-day branch operations, exercising executive and administrative control over functions in the office. This role assists with managing and coaching of full complement of employees., _____________________________________________________________________________________, KEY ACCOUNTABILITIES, Bank Management and Sales Leadership, Maximize team performance through effective coaching, leadership, and employee management skills. Achieve bank sales and service objectives. Foster a customer and sales environment that defines great customer experience. Adhere to regulatory and compliance standards. Manage risk prudently. Enhance bank presence and profile in the community., Assist Bank Manager to build and retain the business of an assigned group of customers through the use of exceptional relationship management skills and techniques. Assist Bank Manager with all day-to-day operations of the branch. Ensure the reduction of exposure to loss in new account opening procedures, regulatory compliance, and Bank Secrecy Act. Participate in the development, implementation, and management of effective call programs. Manage profitability through generation of revenue and effective control of non-interest expense. Demonstrate competence in Small Business segment development to enable growth of client base. Under direction from the Bank Manager or Cluster Manager, effectively manage the business, people, relationships and risk., Sales/Production ( 75% of time spent in sales production), Develop, maintain and support the sale of banking products and services by generating and following up on leads. Work with prospective and existing customers to assess potential overall banking needs. Identify and sell appropriate banking products based on strategic analysis of customer financial needs after conducting an in-depth customer needs assessment. Delivers clarity to customers by providing simplicity, guidance, and know-how., Generate new customer relationships by consistently applying the Harris Bank Sales concept to all new/ prospective customers – 100% of the time. Cultivate and strengthen current customer relationships by staying abreast of the customer’s needs; maintain a customer needs analysis and assesses the overall financial needs of the customer; follow up when appropriate to present products and services that will meet the customer’s overall financial goals., Meet and exceed current sales/production and Harris Bank goals by selling and cross-selling bank products and services to retail and small business customers that satisfy the financial needs and goals of the customer; refer qualified customer leads to HIS, Mortgage, Business Banking, etc. in order to successfully fulfill Harris Bank goals., Conduct targeted sales calls (phone or in-person [with Bank Manager, when appropriate])., Work collaboratively with the Retail Team to improve the customer experience; inspire trust and motivate others, embrace opportunities for learning, partner with colleagues and share knowledge while embracing the Harris Customer Promise., Relationship Management/Customer Experience, Define great customer experience by consistently providing exceptional customer service, consisting of a friendly demeanor, sense of urgency and willingness to assist the customer at all times., Initiate and maintain customer contact through a variety of methods, including, but not limited to face-to-face customer interaction (walk-in traffic), telemarketing and call night activity and community involvement (attending community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives)., Intradepartmental relationships, Build and maintain professional working relationships with all internal employees of Harris, including but not limited to Private Bank, Harris Investor Services (HIS), Mortgage, Business Banking, Distribution, Sales and Micro Business and Consumer Lending Center to ensure customer satisfaction is achieved., Reviews and evaluates all documentation submitted for referrals and/or processing to ensure completeness and accuracy in order to increase approval, transaction and turnaround times., Actively participates in team huddles and sales meetings to ensure that branch goals are achieved., Coach and develop the Service Representative Team to ensure desired number of qualified sales referrals is achieved; provide product update and just-in-time training during branch huddles., Compliance, 100% adherence to branch’s internal policies and procedures to ensure 100% pass rates of internal audits., Complete all sales reports thoroughly and in a timely manner., Keep abreast of laws and regulations that affect compliance issues relating to banking products and services. Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses., Deliver customer satisfaction while embracing the operational policies., Training, Provide guidance, direction and effective coaching to Retail Bank Team to ensure individuals have a working (proficiency) level of the retail sales environment. Demonstrate role-model behaviors relative to extensive experience and expertise in personal banking, sales, and management., Keep abreast of updated systems, policies, products and services by participating in all applicable systems, retail and product focused training., 100% compliance with bank’s regulatory training., Other, Perform other duties as assigned., CROSS-FUNCTIONAL RELATIONSHIPS:, This role requires the incumbent to interact with the following processes and/or groups:, The incumbent will function as a collaborative member of P & C US and work closely with the following key internal partners:, • Service Representative staff (all levels), • Business Banking, • Mortgage, • Harris Investor Service (HIS), • Broker Sales team, • Retail sales management, • Retail product and marketing groups, • Private Bank, ROLE SCOPE AND IMPACT:, This role has direct or in-direct impact on the following:, YOY increased retention and growth of the consumer and commercial deposit and loan portfolio (goal is determined by Bank Manager and Regional President)., Cross-sell bank’s products and services (goal is determined by Bank Manager and/or Regional President)., Knowledge & Skills: KNOWLEDGE AND SKILLS:, a) Knowledge:, • Associate’s degree or equivalent work experience required; college degree preferred., • Working to in-depth knowledge of all retail bank products and services, • 3 to 5 years of personal banking experience. • Working to in-depth knowledge of state and federal laws and regulation related to Fair Lending and other applicable regulations., • Strong independent judgment and decision-making skills, • Proven management skills, • Previous sales coaching experience a plus., b) Skills:, • Excellent sales skills, • Ability to influence – asking for the business and closing the sale, • Strong interpersonal and verbal/written communication skills, • Strong organization skills, • Analytical aptitude a must, • Excellent team player, • Self-starter & assertive, • Attention to detail is critical, • Ability to multi-task, BMO Harris Bank thanks all applicants. We advise only those who qualify for an interview will be contacted., This position will act as a Mortgage Loan Originator as defined by the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act) and the Bank will instruct you on how to comply with the requirement to register with the Nationwide Mortgage Licensing System Registry., To explore this opportunity to join BMO Harris Bank, visit our website www.bmo.com/Careers and apply to requisition #107842
Job Industry: Financial Services
Employee Type: Full-Time
Manages Others: No
Travel Required: None
Ongoing through Monday, November 26, 2012
Company: BMO Harris Bank
Contact: Keith M. Racelis
Job Description: At our company, we have been helping our customers and communities for over 125 years. In July 2011, our parent company BMO Financial Group acquired Marshall & Ilsley Corporation (M&I). Over the next year, we will be working to bring the best of Harris and M&I together under the BMO Harris Bank name. 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. 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., MANDATE, The Assistant Bank Manager will ensure the customer’s needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services that fulfills the customer’s immediate and future financial needs. Under direct supervision, the Assistant Bank Manager will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Assistant Bank Manager is accountable for delivering clarity to customers through simplicity, guidance, and know-how, as well as creating a proactive sales and service environment in which employees deliver clarity to customers through simplicity, guidance, and know-how. This role assists Bank Manager with the expansion and retention of business, as well as calling on major and prospective clients. The Assistant Bank Manager assists with day-to-day branch operations, exercising executive and administrative control over functions in the office. This role assists with managing and coaching of full complement of employees., _____________________________________________________________________________________, KEY ACCOUNTABILITIES, Bank Management and Sales Leadership, Maximize team performance through effective coaching, leadership, and employee management skills. Achieve bank sales and service objectives. Foster a customer and sales environment that defines great customer experience. Adhere to regulatory and compliance standards. Manage risk prudently. Enhance bank presence and profile in the community., Assist Bank Manager to build and retain the business of an assigned group of customers through the use of exceptional relationship management skills and techniques. Assist Bank Manager with all day-to-day operations of the branch. Ensure the reduction of exposure to loss in new account opening procedures, regulatory compliance, and Bank Secrecy Act. Participate in the development, implementation, and management of effective call programs. Manage profitability through generation of revenue and effective control of non-interest expense. Demonstrate competence in Small Business segment development to enable growth of client base. Under direction from the Bank Manager or Cluster Manager, effectively manage the business, people, relationships and risk., Sales/Production ( 75% of time spent in sales production), Develop, maintain and support the sale of banking products and services by generating and following up on leads. Work with prospective and existing customers to assess potential overall banking needs. Identify and sell appropriate banking products based on strategic analysis of customer financial needs after conducting an in-depth customer needs assessment. Delivers clarity to customers by providing simplicity, guidance, and know-how., Generate new customer relationships by consistently applying the Harris Bank Sales concept to all new/ prospective customers – 100% of the time. Cultivate and strengthen current customer relationships by staying abreast of the customer’s needs; maintain a customer needs analysis and assesses the overall financial needs of the customer; follow up when appropriate to present products and services that will meet the customer’s overall financial goals., Meet and exceed current sales/production and Harris Bank goals by selling and cross-selling bank products and services to retail and small business customers that satisfy the financial needs and goals of the customer; refer qualified customer leads to HIS, Mortgage, Business Banking, etc. in order to successfully fulfill Harris Bank goals., Conduct targeted sales calls (phone or in-person [with Bank Manager, when appropriate])., Work collaboratively with the Retail Team to improve the customer experience; inspire trust and motivate others, embrace opportunities for learning, partner with colleagues and share knowledge while embracing the Harris Customer Promise., Relationship Management/Customer Experience, Define great customer experience by consistently providing exceptional customer service, consisting of a friendly demeanor, sense of urgency and willingness to assist the customer at all times., Initiate and maintain customer contact through a variety of methods, including, but not limited to face-to-face customer interaction (walk-in traffic), telemarketing and call night activity and community involvement (attending community activities that may generate new customer leads and supports Bank’s overall CRA goals and initiatives)., Intradepartmental relationships, Build and maintain professional working relationships with all internal employees of Harris, including but not limited to Private Bank, Harris Investor Services (HIS), Mortgage, Business Banking, Distribution, Sales and Micro Business and Consumer Lending Center to ensure customer satisfaction is achieved., Reviews and evaluates all documentation submitted for referrals and/or processing to ensure completeness and accuracy in order to increase approval, transaction and turnaround times., Actively participates in team huddles and sales meetings to ensure that branch goals are achieved., Coach and develop the Service Representative Team to ensure desired number of qualified sales referrals is achieved; provide product update and just-in-time training during branch huddles., Compliance, 100% adherence to branch’s internal policies and procedures to ensure 100% pass rates of internal audits., Complete all sales reports thoroughly and in a timely manner., Keep abreast of laws and regulations that affect compliance issues relating to banking products and services. Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses., Deliver customer satisfaction while embracing the operational policies., Training, Provide guidance, direction and effective coaching to Retail Bank Team to ensure individuals have a working (proficiency) level of the retail sales environment. Demonstrate role-model behaviors relative to extensive experience and expertise in personal banking, sales, and management., Keep abreast of updated systems, policies, products and services by participating in all applicable systems, retail and product focused training., 100% compliance with bank’s regulatory training., Other, Perform other duties as assigned., CROSS-FUNCTIONAL RELATIONSHIPS:, This role requires the incumbent to interact with the following processes and/or groups:, The incumbent will function as a collaborative member of P & C US and work closely with the following key internal partners:, • Service Representative staff (all levels), • Business Banking, • Mortgage, • Harris Investor Service (HIS), • Broker Sales team, • Retail sales management, • Retail product and marketing groups, • Private Bank, ROLE SCOPE AND IMPACT:, This role has direct or in-direct impact on the following:, YOY increased retention and growth of the consumer and commercial deposit and loan portfolio (goal is determined by Bank Manager and Regional President)., Cross-sell bank’s products and services (goal is determined by Bank Manager and/or Regional President)., Knowledge & Skills: KNOWLEDGE AND SKILLS:, a) Knowledge:, • Associate’s degree or equivalent work experience required; college degree preferred., • Working to in-depth knowledge of all retail bank products and services, • 3 to 5 years of personal banking experience. • Working to in-depth knowledge of state and federal laws and regulation related to Fair Lending and other applicable regulations., • Strong independent judgment and decision-making skills, • Proven management skills, • Previous sales coaching experience a plus., b) Skills:, • Excellent sales skills, • Ability to influence – asking for the business and closing the sale, • Strong interpersonal and verbal/written communication skills, • Strong organization skills, • Analytical aptitude a must, • Excellent team player, • Self-starter & assertive, • Attention to detail is critical, • Ability to multi-task, BMO Harris Bank thanks all applicants. We advise only those who qualify for an interview will be contacted., This position will act as a Mortgage Loan Originator as defined by the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act) and the Bank will instruct you on how to comply with the requirement to register with the Nationwide Mortgage Licensing System Registry., To explore this opportunity to join BMO Harris Bank, visit our website www.bmo.com/Careers and apply to requisition #107842
Job Industry: Financial Services
Employee Type: Full-Time
Manages Others: No
Travel Required: None