Retail Branch
Description
• As a high performing team
member of BMO Harris Bank, the Service Representative (Teller) is accountable
for delivering superior customer service that defines great customer
experience, in performing a variety of basic banking services. The Service
Representative is also accountable for referring prospects to Personal Bankers
and other banking groups to deliver clarity (simplicity, guidance, and
know-how) to our customers.
• Service Representatives
count, sort and package currency and coin quickly and accurately. Balance
assigned cash drawer in accordance to Bank directives. Exhibit effective follow
through and ownership in every customer interaction. Provide training to new
Service Representative, as applicable. Handling of special services, such as
foreign money and collections. Accept and process customer transactions
accurately and timely.
• Provide professional,
courteous and friendly customer service, greeting all customers promptly and
pleasantly. Ensure name tags and dates are always displayed. Support
professional bank image by ensuring care for the branch environment and
appearance of the branch as well as personal appearance. Perform other
administrative tasks as needed. Attend all branch meetings.
• Identifies customer needs
and matches needs with appropriate product or service, utilizing opportunities
to suggest or cross-sell other bank products and services. Makes qualified
referrals to other team members including other lines of business. Meets or
exceeds all personal referral goals as defined. Participates in all training
relative to bank products and services. Supports bank’s community involvement
and participates in community activities as required.
• Identifies risks
associated with regulatory compliance, overdraft authority and bank secrecy
act. Adheres to all bank policies, directives and procedures. Ensures all
required documentation is completed for all transactions. Ensures all security
measures are followed. Manages and adheres to cash drawer limits set by the
bank.
Qualifications
Knowledge Preferred:
• 1 year of cash handling or customer service experience
• High school diploma or equivalent
Skills: • 1 year of cash handling or customer service experience
• High school diploma or equivalent
• Ability to develop customer relationships.
• Ability to make sound transactional decisions to ensure policies and directives are met.
• Ability to accurately understand and respond appropriately when interacting with customers, co-workers and management.
• Ability to take responsibility for personal performance and development.
Location: 205 N. 2nd Street, Watertown, WI 53094
Part-time position, 20 hours per week.
To find out more visit our
website at www.bmoharris.com/careers.
For more information, contact Julie Rady by email: Julie.rady@BMO.com Cell: 920-342-9530