Customer Experience Representative - Superior, WI (20 Hours) - Superior
Company: Local Staffing
Posted on: November 22, 2021
Address: 1425 Tower Avenue Job Family Group: Retail Banking
Sales & Service Delivers exceptional service to BMO customers and
prospects. Identifies customer needs and provides advice and
guidance regarding financial solutions that are in the best
interests of customers. Works collaboratively within the branch and
with BMO partners to deliver the desired customer experience and
achieve overall business objectives. Identifies customer needs and
initiates referrals to BMO colleagues. Supports customer requests
for banking services, including handling transactions and
supporting customers who walk into the branch. Welcomes customers
warmly and meets their banking service and transactional needs with
seamless execution. 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. 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).
Manages, loads, and reconciles cash transactions between treasury
and various branch units (e.g. CRU). Executes routine tasks (e.g.
service requests, transactions, queries, etc.) within relevant
service level agreements. 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 customers 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 standardized tasks under supervision.
Performs initial problem solving within given rules/limits &
escalates when required. Broader work or accountabilities may be
assigned as needed. Qualifications: No prior experience necessary;
post-secondary degree or certification in related field of study is
desirable. High-level knowledge of personal, commercial and partner
offers, and how each can best serve customers individual needs.
Confident and experienced in the use of social media, tablets,
smart phones, online tools, and applications. Highly skilled at
helping people who dont find digital applications intuitive to gain
confidence in how to use them and to understand their benefits.
Projects a professional presence. Basic knowledge of specialized
sales and business banking solutions to refer to specialists.
Passionate commitment to helping customers. A focus on delivering a
personal experience to customers. 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 knowledge learned on the job. Verbal & written communication
skills - Basic (in business environment). Organization skills -
Basic (in business environment). Collaboration & team skills -
Basic (in business environment). Were here to help At BMO Harris
Bank 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 Harris Bank 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. Well 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, well help you gain valuable
experience, and broaden your skillset. To find out more visit us at
https://jobs.bmoharris.com [https://jobs.bmoharris.com/]. BMO
Harris Bank is committed to an inclusive, equitable and accessible
workplace. By learning from each others differences, we gain
strength through our people and our perspectives. BMO Harris Bank
N.A. is an equal opportunity/affirmative action employer. All
qualified applicants will receive consideration for employment
without regard to sex, gender identity, sexual 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.
Keywords: Local Staffing, Duluth , Customer Experience Representative - Superior, WI (20 Hours) - Superior, Other , Superior, Minnesota
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