BMO Harris Bank

420 job(s) at BMO Harris Bank

BMO Harris Bank Milwaukee, Wisconsin
Senior Sales Associate, Treasury and Payment Solutions- Milwaukee and Madison-1800020603 Description The Sales Associate role is the sales support role within the Treasury & Payment Solutions organization, accountable to provide support to Sales Professionals in ultimate support of the end client. The role is accountable for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. This role is accountable for providing the coordination of cash management product implementation, financial transaction set-up and providing exceptional customer service to Treasury & Payment Solutions clients. Senior Sales Associates are also accountable to achieve sales targets for Treasury & Payment Solutions (Treasury Management) products and services through the management of a portfolio of clients by applying well developed consultative sales and relationship management principles, practices and techniques in order to originate new Treasury & Payment Solutions business with new and existing Commercial Bank and/or Capital Markets clients. Sales Team Support Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements. Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation (AML forms, E2E/implementation forms, etc.). Provide assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately. This would include tracking internal reports. Recommend changes and improvements to sales support materials and functions based on findings and feedback. Operations Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, ensuring the Sales professional has the information necessary to be knowledgeable about the client's/prospect's business and needs. Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintain up-to-date client information on Bank system/files to ensure client history is accurate and complete. Qualifications Education Undergraduate or College degree preferred Knowledge:General knowledge of banking Basic understanding of sales concepts and processes Skills:Strong interpersonal skills Experience in creating and maintaining client relationships Strong written and verbal communication and presentation skills Advanced computer skills (Excel, Power Point, Word, etc) Strong organizational skills Attention to detail Ability to juggle multiple projects, co-ordinate work and establish priorities We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Commercial Banking Primary Location United States-Wisconsin-Milwaukee Other LocationsUnited States-Wisconsin-Madison Organisation Commercial Banking-X000003 Schedule full-time Job Posting 10/22/18 Unposting Date Ongoing
BMO Harris Bank New York, New York
Developer Specialist-1800017909 Description Key Accountabilities: Assesses impact of design decisions to the computer solution/product/service being developed (performance, schedule, budget, downstream component/system impact, quality, etc.) and recommends alternate/creative solutions for mitigation/optimization if required. Leads / conducts detailed code-reviews and provides feedback in a constructive manner. Interacts with key business & technology stakeholders to define, analyze, and deliver requirements that reflect the needs of both the business and end-customers Decomposes business requirements and translate them into detailed design specifications and code Assesses the costs and benefits for different solutions and recommends / decides on appropriate designs Designs solutions, writes code, performs unit testing, develops appropriate artefacts / documentation, and facilitates final delivery Conceives and writes detailed software implementations/code while ensuring that their code/configurations adhere to the security, logging, error handling, and performance standards and non-functional requirements Builds solutions that are supportable, scalable and achieve our aspiration of common assets, use the enterprise monitoring/logging, require minimal to zero maintenance and are aligned with architectural patterns and technology strategy Devises new algorithms and data structures for target environment and platform attributes in alignment with architectural patterns Recommends or automates approaches to streamline and integrates technological processes and/or systems to improve operational efficiency and effectiveness Supports production issues, including Independently completes root-cause analysis and diagnosis Evaluates new technologies for fit with the program/system/eco-system and the associated upstream and downstream impacts on process, data, risk (e.g., security). Works toward the objective of defect free software. Ensures that systems functionally meet requirements, aligns with architecture and promotes the development of common assets. Supports the resolution of production issues and problems. Makes recommendations to improve BMO processes & systems. Supports the management of specific project deliverables & outcomes, including managing small projects to completion, as required to deliver business objectives Identifies opportunities to strengthen the capability at BMO, such as: sharing expertise to promote technical development, mentoring employees, building communities of practice and networks across technology. Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning Qualifications Core Knowledge: Generally 4-7 years of work experience in IT or business environment and/or BS/BA or MBA/MS in computer science, engineering, information systems, math or business Advanced level of knowledge in domain Knowledge of software development practices, concepts, and technology obtained through formal training and/or work experience. Knowledge of required programming languages and can code with little oversight Understands core business processes and business requirements as well as the architecture patterns and technology strategy (e.g., transformation, smart core, dev ops) Understands the implications of various components (including technology strategy & architecture) to the overall design of a program, system, or eco-system Knowledge of technical/business environment and processes Understands functional aspects and technical behavior of the underlying operating system, development environment, and deployment practices Have facility with and understanding of the ecosystem that code operates in We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Information Technology Primary Location United States-New York-New York Organisation Technology-X000068 Schedule full-time Job Posting 11/02/18 Unposting Date Ongoing
BMO Harris Bank San Francisco, California
Dealership Finance Director, Relationship Manager-1800022814 Description The Dealership Finance Director, Relationship Manager (RM) has overall responsibility for managing existing client relationships and to develop new business for the Bank. Responsibilities: Client Experience:Frequent and quality communication, including face to face meetings, with auto dealership clients. Develop a detailed knowledge of the client's business, including most recent operating changes, trends, forecasts and SWOT (strengths, weaknesses, opportunities and threats). Regular and appropriate amount of client entertainment, with the goal of building and strengthening the relationship. Develop relationships with the client's business professional partners, including attorneys, accountants and various other business advisors. Responsible for bank cross-sales and bank partner introductions. Responsible for client retention. Business Development Activities: Build and maintain a sufficient pipeline of new business opportunities to ensure annual new relationship and revenue goals are met. Build and maintain a network of referral sources (attorneys, accountants etc). Generate new business referrals from existing clients and referral sources. Meet minimum monthly calling activity on prospect and referral sources, with substantive, value added and agenda driven discussions. Make referrals to other business areas of the Bank, as the RM acts to deliver the entire Bank to the client. New Business Underwriting:Collect initial financial information and conduct a high-level review of the prospect's financial profile. If the transaction is within the Bank's credit parameters, the RM will coordinate the preparation of a pre-screen memo and along with the Portfolio Manager (“PM”), present the transaction to the appropriate credit officer for their approval to proceed with the process. Obtain a signed Term Sheet (uncommitted) from the prospective client. RM to be the primary liaison with the prospective client during this process. Loan Closing: Working closely with the PM, the RM has overall responsibility for the loan closing process RM to guide the prospect through the loan closing process, managing expectations and resolving concerns. Credit Monitoring: RM to ensure timely receipt of all required financial information from the client. RM to review inventory audits and financial performance of each client on a monthly basis and maintain a detailed knowledge of the client's operating trends which may impact bank risk. Report adverse trends to management for key issue discussion, mitigation and action. Qualifications Minimum 7+ years of negotiating and structuring commercial loans Minimum 7+ years of commercial dealership finance experience. Strong new business development skills with proven success on the commercial lending side of the auto industry. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. #LI-LI3 Job Commercial Banking Primary Location United States-California-San Francisco Organisation Commercial Banking-X000003 Schedule full-time Job Posting 10/30/18 Unposting Date Ongoing
BMO Harris Bank XXXXX, Kentucky
Dealership Finance Director, Relationship Manager-1800022809 Description The Dealership Finance Director, Relationship Manager (RM) has overall responsibility for managing existing client relationships and to develop new business for the Bank. Responsibilities: Client Experience:Frequent and quality communication, including face to face meetings, with auto dealership clients. Develop a detailed knowledge of the client's business, including most recent operating changes, trends, forecasts and SWOT (strengths, weaknesses, opportunities and threats). Regular and appropriate amount of client entertainment, with the goal of building and strengthening the relationship. Develop relationships with the client's business professional partners, including attorneys, accountants and various other business advisors. Responsible for bank cross-sales and bank partner introductions. Responsible for client retention. Business Development Activities: Build and maintain a sufficient pipeline of new business opportunities to ensure annual new relationship and revenue goals are met. Build and maintain a network of referral sources (attorneys, accountants etc). Generate new business referrals from existing clients and referral sources. Meet minimum monthly calling activity on prospect and referral sources, with substantive, value added and agenda driven discussions. Make referrals to other business areas of the Bank, as the RM acts to deliver the entire Bank to the client. New Business Underwriting:Collect initial financial information and conduct a high-level review of the prospect's financial profile. If the transaction is within the Bank's credit parameters, the RM will coordinate the preparation of a pre-screen memo and along with the Portfolio Manager (“PM”), present the transaction to the appropriate credit officer for their approval to proceed with the process. Obtain a signed Term Sheet (uncommitted) from the prospective client. RM to be the primary liaison with the prospective client during this process. Loan Closing: Working closely with the PM, the RM has overall responsibility for the loan closing process RM to guide the prospect through the loan closing process, managing expectations and resolving concerns. Credit Monitoring: RM to ensure timely receipt of all required financial information from the client. RM to review inventory audits and financial performance of each client on a monthly basis and maintain a detailed knowledge of the client's operating trends which may impact bank risk. Report adverse trends to management for key issue discussion, mitigation and action. Qualifications Minimum 7+ years of negotiating and structuring commercial loans Minimum 7+ years of commercial dealership finance experience. Strong new business development skills with proven success on the commercial lending side of the auto industry. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. #LI-LI3 Job Commercial Banking Primary Location United States-Kentucky-XXXXX Organisation Commercial Banking-X000003 Schedule full-time Job Posting 10/30/18 Unposting Date Ongoing
BMO Harris Bank Chicago, Illinois
Data Scientist / Manager Advanced Analytics-1800012470 Description WHAT IS THE OPPORTUNITY? The Manager / Data Scientist works with management and business partners to support the development and implementation of advanced analytical solutions to personalize & optimize products and portfolios across line of business namely: Mortgages, Credit cards, Deposits, Home Equity & Business Banking. We are looking for a strategic thinker with the ability to dissect business problems, conduct research and advanced statistical analysis to identify trends, variations, patterns, and insights relating to business & customers, and build end-to-end analytical solutions to drive profitable growth for the business. This is an exciting opportunity that is on the forefront of a critical enterprise capability, providing thought leadership to U.S. Personal and Business Banking on the value of data and analytics. The incumbent will get to work with and support multiple lines of business around the enterprise to help them achieve their objectives. So if you have a strong statistical modeling expertise, like to work in a start-up mode and have a long term orientation, join us to make meaningful difference in the lives of our customers, the community we serve in and the company. WHAT WILL YOU DO? Support Senior Management on analytical projects of varying sizes and complexities, including: Participate in business partner interviews, brainstorming sessions, and workshops to capture business objectives and prioritize opportunities Identify best analytical techniques that can be effectively applied to achieve business objectives and interpret next best action through data driven insights Building end to end automated analytic solutions that are intuitive, simple to maintain, and drive real business outcomes Responsible for the design, development, and implementation of innovative analytical solutions, including but not limited to: Data gathering and cleansing, statistical transformation, feature engineering & selection Apply analytical techniques such as linear/non-linear models, clustering, optimization & forecasting techniques like ARIMA etc. Build or leverage machine learning packages like Gradient Boosting, Random Forecasting, Pathing & Attribution, Link Analysis etc to determine Product Propensity & prioritization as well as Channel Preference & Attribution Conceptualize & build reports leveraging visualization tools like Tableau to effectively communicate data driven insights to users for a variety of audiences Build Strategies & Design Experiment & conduct A/B testing to prove or disprove hypothesis Evaluate & deploy new tools, techniques & technologies to advance analytical capabilities Contribute to enterprise data and analytics strategy and champion adoption of enterprise analytics capabilities, including “big data” platforms and open source tools Qualifications WHAT DO YOU NEED TO SUCCEED? Knowledge Possesses a university degree in mathematics, statistics, behavioral economics, econometrics, engineering, computer science and/or physics, (Masters preferred) and/or 5+ years of analytical experience in financial services, Marketing, E-Commerce, Advertising, Fraud, Digital and/or consulting Advanced skills in SQL or SAS a must, including relevant packages and statistical methodologies. Knowledge of Python, R, Spark or HiveQL will be preferred Deep understanding of statistical modeling techniques like Regression, Decision Trees, Segmentation & Classification, forecasting techniques like ARIMA, Exponential Smoothing etc. Knowledge of machine learning techniques like Gradient Boosting, Random Forest, SVM, Pathing & Attribution etc. a strong plus Experience in building and presenting data driven insights through business intelligence tools Skills Demonstrates solid communication skills (both written and verbal) and relationship management skills at a senior management level Shows strong knowledge of mathematical and statistical models in a highly technical context, with proven record of building solutions to complex problems Exhibits advanced critical thinking skills, integrative skills and creativity to drive innovation Demonstrates ability to build a good fact base, apply sound reasoning, and generate relevant recommendations that get implemented and lead to business success Able to work highly independently and manage multiple priorities in an agile fast paced environment Possesses solid leadership skills and is able to work successfully with a team that has diverse skills, knowledge, and educational backgrounds Demonstrates strong attention to detail and a high level of due diligence We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Operations Primary Location United States-Illinois-Chicago Organisation US Personal & Business Banking-X000004 Schedule full-time Job Posting 12/20/18 Unposting Date Ongoing
BMO Harris Bank Chicago, Illinois
Data Scientist-1800016492 Description The Data Scientist / Manager Advanced Analytics works with management and business partners to support the development and implementation of advanced analytical solutions to personalize & optimize products and portfolios across line of business namely: Mortgages, Credit cards, Deposits, Home Equity & Business Banking. We are looking for a strategic thinker with the ability to dissect business problems, conduct research and advanced statistical analysis to identify trends, variations, patterns, and insights relating to business & customers, and build end-to-end analytical solutions to drive profitable growth for the business. This is an exciting opportunity that is on the forefront of a critical enterprise capability, providing thought leadership to U.S. Personal and Business Banking on the value of data and analytics. The incumbent will get to work with and support multiple lines of business around the enterprise to help them achieve their objectives. So if you have a strong statistical modeling expertise, like to work in a start-up mode and have a long term orientation, join us to make meaningful difference in the lives of our customers, the community we serve in and the company. WHAT WILL YOU DO? Support Senior Management on analytical projects of varying sizes and complexities, including: Participate in business partner interviews, brainstorming sessions, and workshops to capture business objectives and prioritize opportunities Identify best analytical techniques that can be effectively applied to achieve business objectives and interpret next best action through data driven insights Building end to end automated analytic solutions that are intuitive, simple to maintain, and drive real business outcomes Responsible for the design, development, and implementation of innovative analytical solutions, including but not limited to: Data gathering and cleansing, statistical transformation, feature engineering & selection Apply analytical techniques such as linear/non-linear models, clustering, optimization & forecasting techniques like ARIMA etc. Build or leverage machine learning packages like Gradient Boosting, Random Forecasting, Pathing & Attribution, Link Analysis etc to determine Product Propensity & prioritization as well as Channel Preference & Attribution Conceptualize & build reports leveraging visualization tools like Tableau to effectively communicate data driven insights to users for a variety of audiences Build Strategies & Design Experiment & conduct A/B testing to prove or disprove hypothesis Evaluate & deploy new tools, techniques & technologies to advance analytical capabilities Contribute to enterprise data and analytics strategy and champion adoption of enterprise analytics capabilities, including “big data” platforms and open source tools Qualifications WHAT DO YOU NEED TO SUCCEED? Knowledge Possesses a university degree in mathematics, statistics, behavioral economics, econometrics, engineering, computer science and/or physics, (Masters preferred) and/or 5+ years of analytical experience in financial services, Marketing, E-Commerce, Advertising, Fraud, Digital and/or consulting Advanced skills in SQL or SAS a must, including relevant packages and statistical methodologies. Knowledge of Python, R, Spark or HiveQL will be preferred Deep understanding of statistical modeling techniques like Regression, Decision Trees, Segmentation & Classification, forecasting techniques like ARIMA, Exponential Smoothing etc. Knowledge of machine learning techniques like Gradient Boosting, Random Forest, SVM, Pathing & Attribution etc. a strong plus Experience in building and presenting data driven insights through business intelligence tools Skills Demonstrates solid communication skills (both written and verbal) and relationship management skills at a senior management level Shows strong knowledge of mathematical and statistical models in a highly technical context, with proven record of building solutions to complex problems Exhibits advanced critical thinking skills, integrative skills and creativity to drive innovation Demonstrates ability to build a good fact base, apply sound reasoning, and generate relevant recommendations that get implemented and lead to business success Able to work highly independently and manage multiple priorities in an agile fast paced environment Possesses solid leadership skills and is able to work successfully with a team that has diverse skills, knowledge, and educational backgrounds Demonstrates strong attention to detail and a high level of due diligence We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com/ BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Analytics & Reporting Primary Location United States-Illinois-Chicago Organisation US Personal & Business Banking-X000004 Schedule full-time Job Posting 12/20/18 Unposting Date Ongoing
BMO Harris Bank Naperville, Illinois
Customer Service Representative - Internal Contact Center-1800020945 Description Accountable to provide excellent customer service and support to assigned business groups and/or customers, acting as the first point of contact for customer transaction, product and/or process inquiries through email, fax telephone and workflow technology. Accountable to proficiently support one or more call flow queues at the required service level or better, applying thorough knowledge within subject matter specialties. Represent assigned lines of business (LOBs) professionally, following procedures to immediately resolve standard and relatively straightforward inquiries, requests and issues, referring non-routine issues to more senior team members or the manager. Qualifications We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com/ BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Operations Primary Location United States-Illinois-Naperville Organisation BMO Digital-X005650 Schedule full-time Job Posting 01/02/19 Unposting Date Ongoing
BMO Harris Bank Whitefish Bay, Wisconsin
Customer Experience Representative-Whitefish Bay 40 hours-1800024085 Description As a high performing team member of the Retail Banking team, the Customer Experience Representative (CER) is accountable for delivering superior customer service that defines great customer experience, when performing a variety of banking services. Supports the servicing and operations of the branch and team including new-to-role peer coaching and training, projects as assigned, monitoring of work, and support to branch management with day-to-day administration of branch operations responsibilities performed by the branch team. The Customer Experience Representative is a back up to the Bank Manager/Service Manager on operations/servicing on an “as needed basis.” By proactively identifying customer needs and initiating referrals to appropriate team members, this role will contribute to the results and the overall experience delivered in the branch. As a digital leader and advocate, the Customer Experience Representative will contribute to the ongoing improvement of the overall customer experience by helping customers understand, adopt and experience the benefits of BMO's ATM and digital banking capabilities. Key Accountabilities: 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. Digital Awareness and Advocacy E. Risk Management A. Service Team Performance Exhibits effective follow through and ownership in every customer interaction. Provides peer mentor support to new Customer Experience Representatives or other branch team members, as applicable. Accepts and processes customer transactions accurately and timely. Demonstrates the necessary skills to understand and execute transactions, migrates customers to digital solutions, proactively identifies customer needs and refers to BMO Harris business partners. Assists Branch Leadership (Bank Manager or Service Manager) with maintaining and monitoring daily schedules/assignments, and other operational scheduling, leveraging the Branch Activity Board. Participates in team building activities and training relative to all operational and sales policies, practices and procedures, problem solving and sensitive customer servicing issues. Ensures customer experience excellence through professional and courteous service. Ensures operational effectiveness execution by leveraging the Retail Risk and Operations Playbook. B. Superior Customer Experience Provides lobby management (greet, direct and service). Proactive customer outreach through outbound calling Exemplifies Brilliant At The Basics in all customer interactions. Provides professional and courteous service in providing a wide variety of day-to-day and special customer service transactions, as well as greets all customers promptly and pleasantly. Proactively guides customers to digital solutions that help simplify the customer experience and maximize digital adoption among customer base. Supports professional bank image by ensuring care for the branch environment and professional appearance, and ensures name tags and date placards are always displayed. Attends and participates in branch meetings Performs additional duties as assigned. C. Product Knowledge and Referral Development Proactively 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 appropriate. D. Digital Awareness and Advocacy Stays current on BMO Harris digital and self-service banking capabilities. Informs and helps educate customers on relevant digital and self-service options, with the goal of making it simple and convenient to bank with BMO. Demonstrates how to complete routine servicing activities using available technology, referring customers to Retail Relationship Banker for enrollment and/or activation when necessary. Proactively identifies customer need and guides customers to available self-service options as part of lobby leadership. E. Risk Management Identifies risks associated with regulatory compliance, and Bank Secrecy Act . Adheres to all bank policies, directives and procedures. Ensures all necessary documentation is completed for all transactions. Maintains the maximum of $15,000 in Customer Experience Representatives' cash drawer Receives and verifies vault shipments following directives and procedures. Adheres to securing banks assets, such as own cash drawer and following dual control Assists/supports Bank Manager and/or Service Manager with branch assessment preparation and results. Adhere to the Bank's Conflict of Interest Policy Supports bank management with administration of branch operations, including completion of audits, maintaining joint custody and processing of internal entries. Qualifications Knowledge/Skills: Personal bank products and services, commercial deposit products Regulatory compliance knowledge, sales experience a plus Knowledge and ability to complete retail banking operational audits and attestations Customer experience skill Outbound calling Knowledge of the bank's directives and procedures Bank regulations Strong communication skills Education: Preferred, not required: High school diploma or equivalent Experience: Minimum 1 – 3 years of financial or related work experience Bank Secrecy Act (BSA) experience Tech Savviness/Digital Leadership: Comfortable using, advising on, and engaging customers in digital and other innovative forms of banking. Openness and Adaptability to change:Ability to adapt to rapid advancements in technology, and the changing nature of the banking environment. Open to learning and adopting new technology and/or ways of working. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Retail Branch Primary Location United States-Wisconsin-Whitefish Bay Organisation US Personal & Business Banking-X000004 Schedule full-time Job Posting 01/03/19 Unposting Date Ongoing
BMO Harris Bank Waukesha, Wisconsin
Customer Experience Representative-Waukesha 20 hrs-1800028859 Description As a high performing team member of the Retail Banking team, the Customer Experience Representative (CER) is accountable for delivering superior customer service that defines great customer experience, when performing a variety of banking services. Supports the servicing and operations of the branch and team including new-to-role peer coaching and training, projects as assigned, monitoring of work, and support to branch management with day-to-day administration of branch operations responsibilities performed by the branch team. The Customer Experience Representative is a back up to the Bank Manager/Service Manager on operations/servicing on an “as needed basis.” By proactively identifying customer needs and initiating referrals to appropriate team members, this role will contribute to the results and the overall experience delivered in the branch. As a digital leader and advocate, the Customer Experience Representative will contribute to the ongoing improvement of the overall customer experience by helping customers understand, adopt and experience the benefits of BMO's ATM and digital banking capabilities. Key Accountabilities: Service Team Performance Superior Customer Service that Defines Great Customer Experience Product Knowledge and Referral Development (Simplicity, Guidance, and Know-How) Digital Awareness and Advocacy Risk Management Service Team Performance Exhibits effective follow through and ownership in every customer interaction. Provides peer mentor support to new Customer Experience Representatives or other branch team members, as applicable. Accepts and processes customer transactions accurately and timely. Demonstrates the necessary skills to understand and execute transactions, migrates customers to digital solutions, proactively identifies customer needs and refers to BMO Harris business partners. Assists Branch Leadership (Bank Manager or Service Manager) with maintaining and monitoring daily schedules/assignments, and other operational scheduling, leveraging the Branch Activity Board. Participates in team building activities and training relative to all operational and sales policies, practices and procedures, problem solving and sensitive customer servicing issues. Ensures customer experience excellence through professional and courteous service. Ensures operational effectiveness execution by leveraging the Retail Risk and Operations Playbook. Superior Customer Experience Provides lobby management (greet, direct and service). Proactive customer outreach through outbound calling Exemplifies Brilliant At The Basics in all customer interactions. Provides professional and courteous service in providing a wide variety of day-to-day and special customer service transactions, as well as greets all customers promptly and pleasantly. Proactively guides customers to digital solutions that help simplify the customer experience and maximize digital adoption among customer base. Supports professional bank image by ensuring care for the branch environment and professional appearance, and ensures name tags and date placards are always displayed. Attends and participates in branch meetings Performs additional duties as assigned. Product Knowledge and Referral Development Proactively 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 appropriate. Digital Awareness and Advocacy Stays current on BMO Harris digital and self-service banking capabilities. Informs and helps educate customers on relevant digital and self-service options, with the goal of making it simple and convenient to bank with BMO. Demonstrates how to complete routine servicing activities using available technology, referring customers to Retail Relationship Banker for enrollment and/or activation when necessary. Proactively identifies customer need and guides customers to available self-service options as part of lobby leadership. Risk Management Identifies risks associated with regulatory compliance, and Bank Secrecy Act . Adheres to all bank policies, directives and procedures. Ensures all necessary documentation is completed for all transactions. Maintains the maximum of $15,000 in Customer Experience Representatives' cash drawer Receives and verifies vault shipments following directives and procedures. Adheres to securing banks assets, such as own cash drawer and following dual control Assists/supports Bank Manager and/or Service Manager with branch assessment preparation and results. Adhere to the Bank's Conflict of Interest Policy Supports bank management with administration of branch operations, including completion of audits, maintaining joint custody and processing of internal entries. Qualifications Knowledge/Skills: Personal bank products and services, commercial deposit products Regulatory compliance knowledge, sales experience a plus Knowledge and ability to complete retail banking operational audits and attestations Customer experience skill Outbound calling Knowledge of the bank's directives and procedures Bank regulations Strong communication skills Education: Preferred, not required: High school diploma or equivalent Experience: Minimum 1 – 3 years of financial or related work experience Bank Secrecy Act (BSA) experience Tech Savviness/Digital Leadership: Comfortable using, advising on, and engaging customers in digital and other innovative forms of banking. Openness and Adaptability to change:Ability to adapt to rapid advancements in technology, and the changing nature of the banking environment. Open to learning and adopting new technology and/or ways of working. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com/ BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Retail Branch Primary Location United States-Wisconsin-Waukesha Organisation US Personal & Business Banking-X000004 Schedule part-time Job Posting 01/03/19 Unposting Date Ongoing
BMO Harris Bank Thiensville, Wisconsin
Customer Experience Representative-Thiensville 20 hours-1800027263 Description As a high performing team member of the Retail Banking team, the Customer Experience Representative (CER) is accountable for delivering superior customer service that defines great customer experience, when performing a variety of banking services. Supports the servicing and operations of the branch and team including new-to-role peer coaching and training, projects as assigned, monitoring of work, and support to branch management with day-to-day administration of branch operations responsibilities performed by the branch team. The Customer Experience Representative is a back up to the Bank Manager/Service Manager on operations/servicing on an “as needed basis.” By proactively identifying customer needs and initiating referrals to appropriate team members, this role will contribute to the results and the overall experience delivered in the branch. As a digital leader and advocate, the Customer Experience Representative will contribute to the ongoing improvement of the overall customer experience by helping customers understand, adopt and experience the benefits of BMO's ATM and digital banking capabilities. Key Accountabilities: 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. Digital Awareness and Advocacy E. Risk Management A. Service Team Performance Exhibits effective follow through and ownership in every customer interaction. Provides peer mentor support to new Customer Experience Representatives or other branch team members, as applicable. Accepts and processes customer transactions accurately and timely. Demonstrates the necessary skills to understand and execute transactions, migrates customers to digital solutions, proactively identifies customer needs and refers to BMO Harris business partners. Assists Branch Leadership (Bank Manager or Service Manager) with maintaining and monitoring daily schedules/assignments, and other operational scheduling, leveraging the Branch Activity Board. Participates in team building activities and training relative to all operational and sales policies, practices and procedures, problem solving and sensitive customer servicing issues. Ensures customer experience excellence through professional and courteous service. Ensures operational effectiveness execution by leveraging the Retail Risk and Operations Playbook. B. Superior Customer Experience Provides lobby management (greet, direct and service). Proactive customer outreach through outbound calling Exemplifies Brilliant At The Basics in all customer interactions. Provides professional and courteous service in providing a wide variety of day-to-day and special customer service transactions, as well as greets all customers promptly and pleasantly. Proactively guides customers to digital solutions that help simplify the customer experience and maximize digital adoption among customer base. Supports professional bank image by ensuring care for the branch environment and professional appearance, and ensures name tags and date placards are always displayed. Attends and participates in branch meetings Performs additional duties as assigned. C. Product Knowledge and Referral Development Proactively 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 appropriate. D. Digital Awareness and Advocacy Stays current on BMO Harris digital and self-service banking capabilities. Informs and helps educate customers on relevant digital and self-service options, with the goal of making it simple and convenient to bank with BMO. Demonstrates how to complete routine servicing activities using available technology, referring customers to Retail Relationship Banker for enrollment and/or activation when necessary. Proactively identifies customer need and guides customers to available self-service options as part of lobby leadership. E. Risk Management Identifies risks associated with regulatory compliance, and Bank Secrecy Act . Adheres to all bank policies, directives and procedures. Ensures all necessary documentation is completed for all transactions. Maintains the maximum of $15,000 in Customer Experience Representativs' cash drawer Receives and verifies vault shipments following directives and procedures. Adheres to securing banks assets, such as own cash drawer and following dual control Assists/supports Bank Manager and/or Service Manager with branch assessment preparation and results. Adhere to the Bank's Conflict of Interest Policy Supports bank management with administration of branch operations, including completion of audits, maintaining joint custody and processing of internal entries. Qualifications Knowledge/Skills: Personal bank products and services, commercial deposit products Regulatory compliance knowledge, sales experience a plus Knowledge and ability to complete retail banking operational audits and attestations Customer experience skill Outbound calling Knowledge of the bank's directives and procedures Bank regulations Strong communication skills Education: Preferred, not required: High school diploma or equivalent Experience: Minimum 1 – 3 years of financial or related work experience Bank Secrecy Act (BSA) experience Tech Savviness/Digital Leadership: Comfortable using, advising on, and engaging customers in digital and other innovative forms of banking. Openness and Adaptability to change:Ability to adapt to rapid advancements in technology, and the changing nature of the banking environment. Open to learning and adopting new technology and/or ways of working. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Retail Branch Primary Location United States-Wisconsin-Thiensville Organisation US Personal & Business Banking-X000004 Schedule part-time Job Posting 01/03/19 Unposting Date Ongoing
BMO Harris Bank Sheboygan, Wisconsin
Customer Experience Representative-Sheboygan 40 hours-1800027169 Description As a high performing team member of the Retail Banking team, the Customer Experience Representative (CER) is accountable for delivering superior customer service that defines great customer experience, when performing a variety of banking services. Supports the servicing and operations of the branch and team including new-to-role peer coaching and training, projects as assigned, monitoring of work, and support to branch management with day-to-day administration of branch operations responsibilities performed by the branch team. The Customer Experience Representative is a back up to the Bank Manager/Service Manager on operations/servicing on an “as needed basis.” By proactively identifying customer needs and initiating referrals to appropriate team members, this role will contribute to the results and the overall experience delivered in the branch. As a digital leader and advocate, the Customer Experience Representative will contribute to the ongoing improvement of the overall customer experience by helping customers understand, adopt and experience the benefits of BMO's ATM and digital banking capabilities. Key Accountabilities: Service Team Performance Superior Customer Service that Defines Great Customer Experience Product Knowledge and Referral Development (Simplicity, Guidance, and Know-How) Digital Awareness and Advocacy Risk Management Service Team Performance Exhibits effective follow through and ownership in every customer interaction. Provides peer mentor support to new Customer Experience Representatives or other branch team members, as applicable. Accepts and processes customer transactions accurately and timely. Demonstrates the necessary skills to understand and execute transactions, migrates customers to digital solutions, proactively identifies customer needs and refers to BMO Harris business partners. Assists Branch Leadership (Bank Manager or Service Manager) with maintaining and monitoring daily schedules/assignments, and other operational scheduling, leveraging the Branch Activity Board. Participates in team building activities and training relative to all operational and sales policies, practices and procedures, problem solving and sensitive customer servicing issues. Ensures customer experience excellence through professional and courteous service. Ensures operational effectiveness execution by leveraging the Retail Risk and Operations Playbook. Superior Customer Experience Provides lobby management (greet, direct and service). Proactive customer outreach through outbound calling Exemplifies Brilliant At The Basics in all customer interactions. Provides professional and courteous service in providing a wide variety of day-to-day and special customer service transactions, as well as greets all customers promptly and pleasantly. Proactively guides customers to digital solutions that help simplify the customer experience and maximize digital adoption among customer base. Supports professional bank image by ensuring care for the branch environment and professional appearance, and ensures name tags and date placards are always displayed. Attends and participates in branch meetings Performs additional duties as assigned. Product Knowledge and Referral Development Proactively 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 appropriate. Digital Awareness and Advocacy Stays current on BMO Harris digital and self-service banking capabilities. Informs and helps educate customers on relevant digital and self-service options, with the goal of making it simple and convenient to bank with BMO. Demonstrates how to complete routine servicing activities using available technology, referring customers to Retail Relationship Banker for enrollment and/or activation when necessary. Proactively identifies customer need and guides customers to available self-service options as part of lobby leadership. Risk Management Identifies risks associated with regulatory compliance, and Bank Secrecy Act . Adheres to all bank policies, directives and procedures. Ensures all necessary documentation is completed for all transactions. Maintains the maximum of $15,000 in Customer Experience Representatives' cash drawer Receives and verifies vault shipments following directives and procedures. Adheres to securing banks assets, such as own cash drawer and following dual control Assists/supports Bank Manager and/or Service Manager with branch assessment preparation and results. Adhere to the Bank's Conflict of Interest Policy Supports bank management with administration of branch operations, including completion of audits, maintaining joint custody and processing of internal entries. Qualifications Knowledge/Skills: Personal bank products and services, commercial deposit products Regulatory compliance knowledge, sales experience a plus Knowledge and ability to complete retail banking operational audits and attestations Customer experience skill Outbound calling Knowledge of the bank's directives and procedures Bank regulations Strong communication skills Education: Preferred, not required: High school diploma or equivalent Experience: Minimum 1 – 3 years of financial or related work experience Bank Secrecy Act (BSA) experience Tech Savviness/Digital Leadership: Comfortable using, advising on, and engaging customers in digital and other innovative forms of banking. Openness and Adaptability to change:Ability to adapt to rapid advancements in technology, and the changing nature of the banking environment. Open to learning and adopting new technology and/or ways of working. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Retail Branch Primary Location United States-Wisconsin-Sheboygan Organisation US Personal & Business Banking-X000004 Schedule full-time Job Posting 01/03/19 Unposting Date Ongoing
BMO Harris Bank Sheboygan, Wisconsin
Customer Experience Representative-Sheboygan 20 hours-1800025638 Description As a high performing team member of the Retail Banking team, the Customer Experience Representative (CER) is accountable for delivering superior customer service that defines great customer experience, when performing a variety of banking services. Supports the servicing and operations of the branch and team including new-to-role peer coaching and training, projects as assigned, monitoring of work, and support to branch management with day-to-day administration of branch operations responsibilities performed by the branch team. The Customer Experience Representative is a back up to the Bank Manager/Service Manager on operations/servicing on an “as needed basis.” By proactively identifying customer needs and initiating referrals to appropriate team members, this role will contribute to the results and the overall experience delivered in the branch. As a digital leader and advocate, the Customer Experience Representative will contribute to the ongoing improvement of the overall customer experience by helping customers understand, adopt and experience the benefits of BMO's ATM and digital banking capabilities. Key Accountabilities: Service Team Performance Superior Customer Service that Defines Great Customer Experience Product Knowledge and Referral Development (Simplicity, Guidance, and Know-How) Digital Awareness and Advocacy Risk Management Service Team Performance Exhibits effective follow through and ownership in every customer interaction. Provides peer mentor support to new Customer Experience Representatives or other branch team members, as applicable. Accepts and processes customer transactions accurately and timely. Demonstrates the necessary skills to understand and execute transactions, migrates customers to digital solutions, proactively identifies customer needs and refers to BMO Harris business partners. Assists Branch Leadership (Bank Manager or Service Manager) with maintaining and monitoring daily schedules/assignments, and other operational scheduling, leveraging the Branch Activity Board. Participates in team building activities and training relative to all operational and sales policies, practices and procedures, problem solving and sensitive customer servicing issues. Ensures customer experience excellence through professional and courteous service. Ensures operational effectiveness execution by leveraging the Retail Risk and Operations Playbook. Superior Customer Experience Provides lobby management (greet, direct and service). Proactive customer outreach through outbound calling Exemplifies Brilliant At The Basics in all customer interactions. Provides professional and courteous service in providing a wide variety of day-to-day and special customer service transactions, as well as greets all customers promptly and pleasantly. Proactively guides customers to digital solutions that help simplify the customer experience and maximize digital adoption among customer base. Supports professional bank image by ensuring care for the branch environment and professional appearance, and ensures name tags and date placards are always displayed. Attends and participates in branch meetings Performs additional duties as assigned. Product Knowledge and Referral Development Proactively 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 appropriate. Digital Awareness and Advocacy Stays current on BMO Harris digital and self-service banking capabilities. Informs and helps educate customers on relevant digital and self-service options, with the goal of making it simple and convenient to bank with BMO. Demonstrates how to complete routine servicing activities using available technology, referring customers to Retail Relationship Banker for enrollment and/or activation when necessary. Proactively identifies customer need and guides customers to available self-service options as part of lobby leadership. Risk Management Identifies risks associated with regulatory compliance, and Bank Secrecy Act . Adheres to all bank policies, directives and procedures. Ensures all necessary documentation is completed for all transactions. Maintains the maximum of $15,000 in Customer Experience Representatives' cash drawer Receives and verifies vault shipments following directives and procedures. Adheres to securing banks assets, such as own cash drawer and following dual control Assists/supports Bank Manager and/or Service Manager with branch assessment preparation and results. Adhere to the Bank's Conflict of Interest Policy Supports bank management with administration of branch operations, including completion of audits, maintaining joint custody and processing of internal entries. Qualifications Knowledge/Skills:Personal bank products and services, commercial deposit products Regulatory compliance knowledge, sales experience a plus Knowledge and ability to complete retail banking operational audits and attestations Customer experience skill Outbound calling Knowledge of the bank's directives and procedures Bank regulations Strong communication skills Education:Preferred, not required: High school diploma or equivalent Experience:Minimum 1 – 3 years of financial or related work experience Bank Secrecy Act (BSA) experience Tech Savviness/Digital Leadership:Comfortable using, advising on, and engaging customers in digital and other innovative forms of banking. Openness and Adaptability to change:Ability to adapt to rapid advancements in technology, and the changing nature of the banking environment. Open to learning and adopting new technology and/or ways of working. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Retail Branch Primary Location United States-Wisconsin-Sheboygan Organisation US Personal & Business Banking-X000004 Schedule part-time Job Posting 01/03/19 Unposting Date Ongoing
BMO Harris Bank Atlanta, Georgia
Director-1800014292 Description The Director is a key lead on deal teams, collaborating and generating solutions to current and perspective clients within sector markets. As a sector and deal structuring expert, the Director will assist in generating significant revenue by actively managing business development opportunities and overseeing ongoing monitoring of client portfolio performance to maximize penetration and return. The Director achieves various partnering efforts, including management of the team and client initiatives, to ensure successful deals. The role is accountable for ensuring the team maintains the required internal control standards, including adherence to audit, regulatory and compliance policies. Accountabilities: Business Development & Delivery Collaborate with coverage relationship partner to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions. Actively manage client solution opportunities within sector portfolios. Operate as key member of the deal team and lead preparation of lending proposals and pitches to prospective clients with efforts to maximize sector penetration and returns. Deliver activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into significant sales. Provide deal structuring expertise additional expertise as knowledge base and needs dictate. Negotiate transactions with clients. Maintain awareness of all firm products and services offered and facilitate means of receiving continuous updates. Risk Management & Control Oversee documentation and ongoing monitoring of asset and client performance. Actively manage portfolio to maximize return and credit quality. Prepare/oversee preparation of concise, well-reasoned credit correspondence. Obtain credit concurrence and coordinate pricing approval as client advocate Protect the Bank's assets and maintain quality of portfolio by adhering to lending processes, policies & procedures, legal and ethical requirements and regulations, audit requirements, and established risk guidelines. Sales Support and Partnerships Maintain key ongoing contact with lending clients and sector relationship managers. Actively work with specialists as needed to support successful deals. Management of Team and Team Workflow Effectively manage work flow of analysts and associates by aligning tasks with departmental goals and objectives. Lead team to success by capturing opportunities for ongoing mentoring, coaching, and career development of analysts and associates. Qualifications Knowledge: An undergraduate degree. Focal areas of finance, economics, or accounting preferred. CPA or MBA or equivalent experience in finance, accounting and business law. 12-16 years of relevant experience in negotiating and structuring financial transactions. Minimum of 12 years in financial services industry experience in a corporate lending environment developing business. Formal credit training and prior lending authority. This position requires Credit Qualification. The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures. Relevant Business Services Sector experience is highly desired. Credit analysis experience/ understanding. Excellent knowledge of the organizational lending and portfolio management policies and objectives. Excellent knowledge of the bank's financial solution products and services. Expert knowledge in one or more areas as recognized by clients and peers. Has additional years of experience and tenure to investment/ portfolio colleagues within the same business. Skills: Exceptional abilities in business development with demonstrated excellence in cross-selling success, sustaining significant revenue generation. Highly developed written and oral communication skills. Exceptional analytical skills. Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet. Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building. Strong ability to advocate persuasively. Ability to work under limited supervision. Ability to learn and adapt quickly. Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities. Proven abilities in managerial and leadership skills. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. #LI-LI6 Job Commercial Banking Primary Location United States-Georgia-Atlanta Organisation Commercial Banking-X000003 Schedule full-time Job Posting 11/05/18 Unposting Date Ongoing
BMO Harris Bank Chicago, Illinois
Director-1800018316 Description The Director is a key lead on deal teams, collaborating and generating solutions to current and perspective clients within sector markets. As a sector and deal structuring expert, the Director will assist in generating significant revenue by actively managing business development opportunities and overseeing ongoing monitoring of client portfolio performance to maximize penetration and return. The Director achieves various partnering efforts, including management of the team and client initiatives, to ensure successful deals. The role is accountable for ensuring the team maintains the required internal control standards, including adherence to audit, regulatory and compliance policies. A. Business Development & Delivery Collaborate with coverage relationship partner to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely solutions. Actively manage client solution opportunities within sector portfolios. Operate as key member of the deal team and lead preparation of lending proposals and pitches to prospective clients with efforts to maximize sector penetration and returns. Deliver activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into significant sales. Provide deal structuring expertise additional expertise as knowledge base and needs dictate. Negotiate transactions with clients. Maintain awareness of all firm products and services offered and facilitate means of receiving continuous updates. B. Risk Management & Control Oversee documentation and ongoing monitoring of asset and client performance. Actively manage portfolio to maximize return and credit quality. Prepare/oversee preparation of concise, well reasoned credit correspondence. Obtain credit concurrence and coordinate pricing approval as client advocate Protect the Bank's assets and maintain quality of portfolio by adhering to lending processes, policies & procedures, legal and ethical requirements and regulations, audit requirements, and established risk guidelines. C. Sales Support and Partnerships Maintain key ongoing contact with lending clients and sector relationship managers. Actively work with specialists as needed to support successful deals. D. Management of Team and Team Workflow Effectively manage work flow of analysts and associates by aligning tasks with departmental goals and objectives. Lead team to success by capturing opportunities for ongoing mentoring, coaching, and career development of analysts and associates. Qualifications Knowledge: An undergraduate degree. Focal areas of finance, economics, or accounting preferred. CPA or MBA or equivalent experience in finance, accounting and business law. 12-16 years of relevant experience in negotiating and structuring financial transactions. Minimum of 12 years in financial services industry experience in a corporate lending environment developing business. Formal credit training and prior lending authority. This position requires Credit Qualification. The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures. Relevant Business Services Sector experience is highly desired. Credit analysis experience/ understanding. Excellent knowledge of the organizational lending and portfolio management policies and objectives. Excellent knowledge of the bank's financial solution products and services. Expert knowledge in one or more areas as recognized by clients and peers. Has additional years of experience and tenure to investment/ portfolio colleagues within the same business. Skills: Exceptional abilities in business development with demonstrated excellence in cross-selling success, sustaining significant revenue generation. Highly developed written and oral communication skills. Exceptional analytical skills. Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet. Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building. Strong ability to advocate persuasively. Ability to work under limited supervision. Ability to learn and adapt quickly. Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities. Proven abilities in managerial and leadership skills. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. #LI-LI6 Job Commercial Banking Primary Location United States-Illinois-Chicago Organisation Commercial Banking-X000003 Schedule full-time Job Posting 09/10/18 Unposting Date Ongoing
BMO Harris Bank Chicago, Illinois
Senior Sales Associate, Treasury and Payment Solutions - Metropolitan Banking-1800026355 Description The Senior Sales Associate is accountable to achieve sales targets for Treasury & Payment Solution's (Treasury Management) products and services. The origination of new services is accomplished through the management of a portfolio of existing clients, as well as new prospects, by applying well developed consultative sales and relationship management principles, practices and techniques. Senior Sales Associates assist in training the Sales Associate team in partnership with the Sales Associate Team Lead and/or Regional Director. The Banker may be assigned special projects or asked to take the lead on Team initiatives. The Senior Sales Associate role is also the sales support role within the Treasury & Payment Solutions organization, accountable to provide pre-call assistance to Sales Professionals in ultimate support of the end client. The role is accountable for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. This role is accountable for providing the coordination of cash management product implementation, financial transaction set-up and providing exceptional customer service to Treasury & Payment Solutions clients, as well as identifying opportunities to grow the business. Sales Team Support Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements. Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation (AML forms, E2E/implementation forms, etc.), and acts as an advocate for the client through the implementation process. Provide assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional. Identify opportunities to recommend products/services to current clients and turn service conversations into a sale, in effort to contribute to the overall team sales goal. Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, ensuring the Sales professional has the information necessary to be knowledgeable about the client's/prospect's business and needs. Meet with clients in place of Sales Professional when needed. Lead Sales Associate Team Meetings in place of Sales Associate Team Lead when needed. Lead or participate in internal projects as assigned. Planning Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately. This would include tracking internal reports. Recommend changes and improvements to sales support materials, internal processes, and functions based on findings and feedback. Operations Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintain up-to-date client information on Bank system/files to ensure client history is accurate and complete. Track and update Sales Opportunities in internal sales tracking system for accuracy and activity. Review customer billing as changes are made to ensure accuracy. Account Opening – collecting required documents from the customer and overseeing that the account opening process is on track to the timeline committed to the client (region specific). Assist in Know Your Customer requirements for AML reporting Qualifications Education: Undergraduate or College degree preferred Knowledge: General knowledge of banking Working knowledge of sales cycles, concepts and processes Two years of C-Level corporate sales experience to organizations greater than $25 million in annual revenues Proven ability to engage in independent face-to-face client conversations resulting in closed business Skills: Strong interpersonal skills Ability to meet inside sales goals If required, ability to manage a small portfolio; managing more complex client accounts Experience in creating and maintaining client relationships Strong written and verbal communication and presentation skills Advanced computer skills (Excel, Power Point, Word, etc) Strong organizational skills Attention to detail Ability to juggle multiple projects, co-ordinate work and establish priorities We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Commercial Banking Primary Location United States-Illinois-Chicago Organisation Commercial Banking-X000003 Schedule full-time Job Posting 11/27/18 Unposting Date Ongoing
BMO Harris Bank Naperville, Illinois
Senior Sales Associate, Treasury and Payment Solutions - Metropolitan Banking-1800026352 Description The Senior Sales Associate is accountable to achieve sales targets for Treasury & Payment Solution's (Treasury Management) products and services. The origination of new services is accomplished through the management of a portfolio of existing clients, as well as new prospects, by applying well developed consultative sales and relationship management principles, practices and techniques. Senior Sales Associates assist in training the Sales Associate team in partnership with the Sales Associate Team Lead and/or Regional Director. The Banker may be assigned special projects or asked to take the lead on Team initiatives. The Senior Sales Associate role is also the sales support role within the Treasury & Payment Solutions organization, accountable to provide pre-call assistance to Sales Professionals in ultimate support of the end client. The role is accountable for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. This role is accountable for providing the coordination of cash management product implementation, financial transaction set-up and providing exceptional customer service to Treasury & Payment Solutions clients, as well as identifying opportunities to grow the business. Sales Team Support Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements. Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation (AML forms, E2E/implementation forms, etc.), and acts as an advocate for the client through the implementation process. Provide assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional. Identify opportunities to recommend products/services to current clients and turn service conversations into a sale, in effort to contribute to the overall team sales goal. Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, ensuring the Sales professional has the information necessary to be knowledgeable about the client's/prospect's business and needs. Meet with clients in place of Sales Professional when needed. Lead Sales Associate Team Meetings in place of Sales Associate Team Lead when needed. Lead or participate in internal projects as assigned. Planning Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately. This would include tracking internal reports. Recommend changes and improvements to sales support materials, internal processes, and functions based on findings and feedback. Operations Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintain up-to-date client information on Bank system/files to ensure client history is accurate and complete. Track and update Sales Opportunities in internal sales tracking system for accuracy and activity. Review customer billing as changes are made to ensure accuracy. Account Opening – collecting required documents from the customer and overseeing that the account opening process is on track to the timeline committed to the client (region specific). Assist in Know Your Customer requirements for AML reporting. Qualifications Education: Undergraduate or College degree preferred Knowledge: General knowledge of banking Working knowledge of sales cycles, concepts and processes Two years of C-Level corporate sales experience to organizations greater than $25 million in annual revenues Proven ability to engage in independent face-to-face client conversations resulting in closed business Skills: Strong interpersonal skills Ability to meet inside sales goals If required, ability to manage a small portfolio; managing more complex client accounts Experience in creating and maintaining client relationships Strong written and verbal communication and presentation skills Advanced computer skills (Excel, Power Point, Word, etc) Strong organizational skills Attention to detail Ability to juggle multiple projects, co-ordinate work and establish priorities We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Commercial Banking Primary Location United States-Illinois-Naperville Organisation Commercial Banking-X000003 Schedule full-time Job Posting 11/27/18 Unposting Date Ongoing
BMO Harris Bank Chicago, Illinois
Senior Sales Associate, Treasury and Payment Solutions - Chicago, IL-1800020787 Description The Sales Associate role is the sales support role within the Treasury & Payment Solutions organization, accountable to provide support to Sales Professionals in ultimate support of the end client. The role is accountable for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. This role is accountable for providing the coordination of cash management product implementation, financial transaction set-up and providing exceptional customer service to Treasury & Payment Solutions clients. Senior Sales Associates are also accountable to achieve sales targets for Treasury & Payment Solutions (Treasury Management) products and services through the management of a portfolio of clients by applying well developed consultative sales and relationship management principles, practices and techniques in order to originate new Treasury & Payment Solutions business with new and existing Commercial Bank and/or Capital Markets clients. Sales Team Support Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements. Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation (AML forms, E2E/implementation forms, etc.). Provide assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately. This would include tracking internal reports. Recommend changes and improvements to sales support materials and functions based on findings and feedback. Operations Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, ensuring the Sales professional has the information necessary to be knowledgeable about the client's/prospect's business and needs. Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintain up-to-date client information on Bank system/files to ensure client history is accurate and complete. Qualifications Education Undergraduate or College degree preferred Knowledge:General knowledge of banking Basic understanding of sales concepts and processes Skills:Strong interpersonal skills Experience in creating and maintaining client relationships Strong written and verbal communication and presentation skills Advanced computer skills (Excel, Power Point, Word, etc) Strong organizational skills Attention to detail Ability to juggle multiple projects, co-ordinate work and establish priorities We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Commercial Banking Primary Location United States-Illinois-Chicago Organisation Commercial Banking-X000003 Schedule full-time Job Posting 10/08/18 Unposting Date Ongoing
BMO Harris Bank Chicago, Illinois
Senior Sales Associate, Treasury and Payment - Cross Border-1800027734 Description The Sales Associate role is the sales support role within the Treasury and Payments Solutions organization, accountable to provide support to Sales Professionals in ultimate support of the end client. The role is accountable for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. This role is accountable for providing the coordination of cash management product implementation, financial transaction set-up and providing exceptional customer service to Treasury and Payments Solutions clients. Senior Sales Associates are also accountable to achieve sales targets for Treasury and Payments Solutions (Treasury Management and Corporate Card) products and services through the management of a small of a bronze portfolio by applying well developed consultative sales and relationship management principles, practices and techniques in order to originate new Treasury and Payments Solutions business with new and existing CFD and/or Capital Markets clients. Sales Team Support Responsibilities Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation timeframes/requirements and service escalations. Manages the client onboarding process by serving as the key sales contact to gather all required onboarding information (KYC forms, etc) and coordinates each stage of the onboarding process with supporting teams (AML, Legal, Implementation) to ensure a smooth transition and enhance the client experience. Develops pre-call/post call memos, account schematics, Pro-Forma Pricing, and internal documents for analysis pricing discounts, fee waivers, etc. Responsible for developing customized sales presentations with product/service volume and assists the Sales Professional with solution development/recommendations in responses to RFP/RFIs, other sales proposals and Client Business Reviews. This includes analyzing internal/external transaction data and creating visual graphs to insert into the presentation decks. Understanding the competitions' capabilities and gaps and how to position BMO/BMO Harris products/services Promoting sales by pro-actively expanding existing relationships through frequent client meetings, uncovering client needs and recommending new solutions to help resolve a client need and/or improve a client's efficiency Planning & Knowledge Responsible for tracking each implementation request to keep the process within the client's expectations. Aslo, ensuring the client is billed accurately once the implementation is completed. This would include tracking all reports and comparing to the original pricing propsoal. Manage and ensure that regulatory updates, client research and compliance are met. (AML KYC periodic reviews, etc). Conducts pricing and service analysis to identify key trends or risk issues and provides overall summary with potential actionable recommendations regarding volume fluctuations, data variances, etc. to the Sales Professional. Stay up-to-date with current BMO/BMO Harris product enhancements, market trends, industry developments, and political/economic trends. Openly expresses views and delivers candid/constructive feedback with a positive mindset to teammates and manager. Recommends possible solutions to improve the process in the future. Welcomes constructive feedback and strives to improve personal effectiveness based upon feedback. Follows “Being BMO” by volunteering for Workforce Effectiveness Initiatives to help improve the bank's internal processes/efficiency which helps improve the client experience. Operations Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, ensuring the Sales Professional has the information necessary to be knowledgeable about the client's/prospect's business and needs. Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Responsible for reviewing the daily overdrafts, wire/ACH suspension reports and reaching out to clients to request funding. Maintain up-to-date client information on all Bank system/files to ensure client history is accurate and complete. Collaborate and coordinate with internal partners to ensure the client needs are addressed and completed in a timely manner Qualifications Education & Work Experience Requirements Bachelor's/Undergraduate Degree required Minimum 3 years professional work experience in a sales or direct sales support role (some Commercial Banking experience is preferred) Knowledge: Demonstrates strong knowledge of commercial banking to include treasury management products/services and corporate cards Possesses strong industry/market expertise Previous work experience with international clients is a plus Strong understanding of sales concepts and processes. Previous sales experience preferred Knowledge of successful approaches and techniques for dealing with changes and adapting to a changing environment, ability to adapt as needed. Skills: Self-motivated and ability to participate effectively in a highly collaborative team environment Strong interpersonal, organizational, planning and time management skills Ability to generate new ideas, identify and help drive the development of new business Client focused - experience in creating and maintaining client relationships Demonstrates excellent selling and negotiating skills Ability to learn quickly and pro-actively take on new responsibilities Possess strong strategic and creative thinking skills Strong written and verbal communication and presentation skills Advanced computer skills (Excel, Power Point, Word, etc) Attention to detail and ability to follow through Ability to manage multiple projects, co-ordinate work, establish priorities and delegate Assertive and pro-active in suggesting new ideas and solutions We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Commercial Banking Primary Location United States-Illinois-Chicago Organisation Commercial Banking-X000003 Schedule full-time Job Posting 01/02/19 Unposting Date Ongoing
BMO Harris Bank Chicago, Illinois
Senior Risk Analyst Management-1800028298 Description The purpose of this role is to support the U.S. Credit Stress Testing team in the preparation of regular, periodic and ad hoc credit stress tests, including regulatory stress testing submissions for all Wholesale and Retail portfolios as required. In this role, the candidate will be responsible for execution and creation of SAS jobs required for stress testing models and automation of manual files in SAS. Additionally, this person shall be a subject matter expert on data utilized in stress testing and assist in any research required to understand stress testing results. The team is responsible for all aspects of credit stress testing lifecycle with a focus on analytics, tactical execution and strategic continuous improvement. This effort involves meaningful contributions to credit analysis and stress testing activities and close partnership with upstream and downstream groups. Key Accountabilities Include: Responsible for executive SAS jobs to support credit stress testing. Responsible for working with the team to automate manual files by writing SAS code and/or reports. Act as the subject matter expert on Credit Stress Testing Data and support any activities required by data governance. Ensure that any documentation and governance required to support Business Managed Applications withing the group is completed. Create, update and maintain process documentation for tasks completed. Manipulate, as necessary, data required to run the stress testing models. Assist in researching and correcting data anomalies. Escalate any data related issues to the Senior Managers or Director and assist in identifying a resolution. Participate in User Acceptance Testing for any changes that impact the stress testing program. Identify possible enhancements to key processes or systems. Assist in utilizing new technology and information systems to improve processes and system efficiencies. Participate in projects as required. Qualifications Knowledge & Skills: Bachelor's Degree in Information Systems, Computer Science, Finance, Accounting or a Quantitative discipline. Three to five years of prior work experience preferred. Expert knowledge of Excel. Must be detail oriented, with ability to work in a fast-paced environment with tight deadlines. Intermediate knowledge of SAS (advanced knowledge preferred). Strong quantitative skills (database queries, spreadsheet development/analysis, run/use of loss forecasting or projection models). Knowledge of retail and/or wholesale credit is a plus. Experience working with credit risk models is a plus. Ability to work independently and as part of a cross-functional team. We're here to help At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmoharriscareers.com. BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities. Job Risk Management Primary Location United States-Illinois-Chicago Organisation ERPM-X000073 Schedule full-time Job Posting 12/24/18 Unposting Date Ongoing
BMO Harris Bank Leawood, Kansas
Senior Sales Associate, Treasury and Payment-1900000048 Description The Senior Sales Associate is accountable to achieve sales targets for Treasury & Payment Solution's (Treasury Management) products and services. The origination of new services is accomplished through the management of a portfolio of existing clients, as well as new prospects, by applying well developed consultative sales and relationship management principles, practices and techniques. Senior Sales Associates assist in training the Sales Associate team in partnership with the Sales Associate Team Lead and/or Regional Director. The Banker may be assigned special projects or asked to take the lead on Team initiatives. The Senior Sales Associate role is also the sales support role within the Treasury & Payment Solutions organization, accountable to provide pre-call assistance to Sales Professionals in ultimate support of the end client. The role is accountable for delivering effective sales support to the sales teams by acting as the day-to-day sales contact for the client for sales related questions and by providing support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. This role is accountable for providing the coordination of cash management product implementation, financial transaction set-up and providing exceptional customer service to Treasury & Payment Solutions clients, as well as identifying opportunities to grow the business. Sales Team Support Acts as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements. Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation (AML forms, E2E/implementation forms, etc.), and acts as an advocate for the client through the implementation process. Provide assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional. Identify opportunities to recommend products/services to current clients and turn service conversations into a sale, in effort to contribute to the overall team sales goal. Compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, ensuring the Sales professional has the information necessary to be knowledgeable about the client's/prospect's business and needs. Meet with clients in place of Sales Professional when needed. Lead Sales Associate Team Meetings in place of Sales Associate Team Lead when needed. Lead or participate in internal projects as assigned. Planning Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately. This would include tracking internal reports. Recommend changes and improvements to sales support materials, internal processes, and functions based on findings and feedback. Operations Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintain up-to-date client information on Bank system/files to ensure client history is accurate and complete. Track and update Sales Opportunities in internal sales tracking system for accuracy and activity. Review customer billing as changes are made to ensure accuracy. Account Opening – collecting required documents from the customer and overseeing that the account opening process is on track to the timeline committed to the client (region specific). Assist in Know Your Customer requirements for AML reporting Qualifications Education:Undergraduate or College degree preferred Knowledge:General knowledge of banking Working knowledge of sales cycles, concepts and processes Two years of C-Level corporate sales experience to organizations greater than $25 million in annual revenues Proven ability to engage in independent face-to-face client conversations resulting in closed business Skills:Strong interpersonal skills Ability to meet inside sales goals If required, ability to manage a small portfolio; managing more complex client accounts Experience in creating and maintaining client relationships Strong written and verbal communication and presentation skills Advanced computer skills (Excel, Power Point, Word, etc) Strong organizational skills Attention to detail Ability to juggle multiple projects, co-ordinate work and establish priorities We're here to help At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank. As a member of the BMO 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. We'll 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, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmocareers.com. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. Job Commercial Banking Primary Location United States-Kansas-Leawood Organisation Commercial Banking-X000003 Schedule full-time Job Posting 01/07/19 Unposting Date Ongoing