Personal Banking Representative In-Store Part-Time -Afternoons (Brookfield)

Tri City National Bank Brookfield , WI 53005

Posted 2 weeks ago

Invest In You! Tri City National Bank is your hometown bank. We believe in putting customers first, building relationships, and fostering a sense of community. We work in a team environment with opportunities for hard workers to grow personally and professionally. We enjoy celebrating success and great benefits along the way. Most importantly, we believe superior customer service paired with the right banking solutions help our customers and businesses fulfill their financial dreams, and our communities grow. Our ideal candidate believes in our mission, values continuous learning, and is comfortable adapting to change. If this resonates with you, apply today and come join our team. #investinyou

At Tri City National Bank come and work for your local Community Bank where you will receive the following great benefits* and invest in you!

  • Full Time: 401(k), tuition reimbursement, medical, dental, vision paid vacation and more!
  • Part Time: 401(k), up to 20 hours of paid vacation after 6 months and work-life balance!
  • No early mornings or late nights.
  • Monthly schedule.
  • Closed on major holidays.
  • Learn about the financial industry.
  • Regular feedback with five reviews in the first two years with opportunities for promotions and wage increases.
  • Opportunities to give back to the community and make a difference.
  • You won't get lost in the crowd... interactions with senior leadership and career advancement potential.
  • #investinyou

This part-time position is located at 15170 W. Greenfield Ave in Brookfield, WI.

The hours for this position are Monday-Friday 2pm-7pm, and Saturday-Sunday 9:30am-4pm.

Personal Banking Representative Trainee

Performs a variety of teller and customer service transactions. Promotes and sells Tri City deposit services; processes customer transactions; and performs account maintenance. Advises customers on product decisions and resolves customer issues.

MAJOR RESPONSIBILITIES:

May perform any or all of the following:

  1. Create and maintain close rapport with customers and promote Bank products and services to satisfy customer personal and financial needs and solicit and develop new banking relationships of all types to maximize Bank profits.
  2. Maintain account stability by acting as a full service representative including servicing assigned accounts, assuring the Bank of satisfied customers and profitable accounts.
  3. Process customer transactions such as deposits, account payments, check cashing and account withdrawals.
  4. Balance and reconcile daily transactions in cash drawer to the computer, preparing and processing all supporting documentation.
  5. Will have extensive contact with customers and public, and is to conduct oneself in a manner that will enhance the image of the Bank.
  6. Monitor customer flow ensuring that customers are being assisted efficiently and by the proper Bank personnel.
  7. Organize and maintain various consumer banking files insuring that files are complete and up-to-date, maintain and replenish consumer banking supplies and inventory.
  8. Perform other miscellaneous duties and special projects as required.
  9. Ability to travel to other locations, as requested by management.
  10. All other duties as assigned.

Requirements

Sales/cash handling experience preferred but not required.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  1. High school education or equivalent knowledge of several subjects in order to express complex thoughts clearly in writing, perform mathematical calculations and deal effectively with professionals and managers within and outside the Bank.
  2. A high degree of customer service orientation needed, including effective sensitivity, judgement and initiative.
  3. Ability to maintain confidentiality of customer files.
  4. Able and willing to work weekends as needed.

EQUIPMENT TO BE USED:

Must be able to operate a computer and other office machines such as a fax, typewriter, calculator, telephone, etc.

TYPICAL PHYSICAL DEMANDS:

Requires sitting, standing, bending and reaching. May require light lifting. Requires manual dexterity sufficient to operate standard office machines. Requires normal range of hearing and vision.

TYPICAL MENTAL DEMANDS:

Must be able to work independently and resolve problems. Must relate and interact with people at all levels in the Bank.

WORKING CONDITIONS:

Called upon to work flexible days, hours, and locations. Works in a typical bank setting.

Benefits

An Equal Opportunity Employer

Reasonable Accommodation

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or hr2@tcnb.com.

(* Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.)

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Personal Banking Associate Contact Center New Grad Brookfield WI

BMO

Posted 2 months ago

VIEW JOBS 9/16/2020 12:00:00 AM 2020-12-15T00:00 Address: 235 N Executive Drive Job Family Group: Retail Banking Sales & Service Understands customer needs and provides credit and lending-related sales and service to BMO customers or prospects. Advises customers on lending/credit card strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. Qualifications: * Delivers exceptional customer service that builds trust through expertise, providing responsive service and support. * Contacts the customer to obtain the necessary information to manage their application and ensure the customer is aware at all times of the status/result of the credit application. * Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. * Handles incoming calls in an informed, professional, and efficient manner. * May provide training and coaching to junior associates as needed. * Probes to understand customer needs and provides advice related to personal banking and credit card strategies in the best interests of the customer. * Manages all transactional outcomes of customer calls or defers to appropriate internal business groups. * Escalates complex or unresolved customer situations to managers as required. * Performs any required activities to ensure customer's requests are accurately processed. * Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations in a professional manner. * Integrates marketing promotions and programs into customer conversations when appropriate. * Maintains the confidentiality of customer and Bank information. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. * Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. * Analyzes issues and determines next steps. * Broader work or accountabilities may be assigned as needed. * Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. * Knowledge of personal banking products. * Knowledge of competitive marketplace and trends in product offerings. * Knowledge of contact centre operational processes and policies. * Knowledge of call centre technology, processes and metrics. * Specialized knowledge. * Verbal & written communication skills - Good. * Organization skillls - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. We're here to help At BMO Harris Bank we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. 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 N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. BMO Brookfield WI

Personal Banking Representative In-Store Part-Time -Afternoons (Brookfield)

Tri City National Bank