Banking jobs USA: Service Representative

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

As a high performing team member of Harris Bank, the Service Representative 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.

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KEY AREAS OF ACCOUNTABILITY

A. Service Team Performance
B. Superior Customer Service that Defines Great Customer Experience
C. Product Knowledge and Referral Development (Simplicity, Guidance, and Know-How)
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.
Accept and process customer transactions accurately and timely.

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 required documentation is completed for all transactions.
Ensures all security measures are followed.
Manages and adheres to cash drawer limits set by the bank.


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
Senior Service Representative
Assistant Bank Manager
Bank Manager
Regional Operations Manager


KNOWLEDGE AND SKILLS
a) Knowledge Required
High school diploma or equivalent
b) Knowledge Preferred:
1 year of cash handling or customer service experience
c) 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. Keyboarding experience a plus.

BMO Harris Bank thanks all applicants. We advise only those who qualify for an interview will be contacted.


To APPLY go to:

https://careers.bmogc.com/cws/hrseeker.html

and look for job id: 86918