43053 FT Service Representative, Franklin WI

43053 FT Service Representative, Franklin, WI 53132

 


KEY AREAS OF ACCOUNTABILITY

A. Service Team Performance
B. Superior Customer Service
C. Product Knowledge and Referral Development
D. Risk Management

ACCOUNTABILITIES

A. Service Team Performance
• 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

B.  Superior Customer Service
• 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

C. Product Knowledge and Referral Development
• 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.

D.  Risk Management
• Identifies risks associated with regulatory compliance, overdraft authority and bank secrecy act
• Adheres to all bank policies, directives and procedures
• Ensures all necessary documentation is completed for all transactions.
• Maintains cash supply at each service representatives’ window, vault and oversee vault security and teller alarm equipment
• Ensures all security measures are followed.

AUTHORITIES  

To deliver on these accountabilities, the incumbent must have the following authorities:

• Escalating:  The role has authority to escalate issues to the reporting manager.



CROSS-FUNCTIONAL RELATIONSHIPS

This role requires the incumbent to interact with the following key roles:

• Service Manager
• Assistant Bank Manager
• Bank Manager
• Regional Operations Manager

 

KNOWLEDGE AND SKILLS


a) Knowledge:  Preferred:  1 year of cash handling experience in the financial services
industry.  High School Diploma

 Minimum:  6 months cash handling experience.  High School Diploma


b) Skills:  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.


WORKING CONDITIONS

This role operates within an office environment with minimal exposure to discomfort or risk of ill health.
Some working conditions include the need for some heavy lifting, concentration to understand the customer’s questions or expectations and deadline pressures to complete customer transactions.

BMO Financial Group thanks all applicants. We advise that only those who qualify for an interview will be contacted.

At BMO Financial Group, we are committed to diversity and equitable opportunity for all individuals.

 

We reward our talented professionals with a base salary and competitive compensation package, life, health, dental, pension plan, 401(k) and an exceptional working environment.

 

To explore this opportunity to join Harris N.A., visit our website and apply for position #43053 www.harrisbank.com