BMO Harris Bank Senior Personal Banker - Customer Call Center in Buffalo Grove, Illinois

This job was posted by : For more information, please see: Generate new customer relationships by consistently applying the Winning Edge concept to all new/ prospective customers - 100% of the time;Cultivate and strengthen current customer relationships by staying abreast of the customer's needs;Maintain a customer needs analysis and assess the overall financial needs of the customer;Follow up when appropriate to present products and services that will meet the customer's overall financial goals.Meet and exceed current sales/production and ONE HARRIS goals by selling and cross-selling bank products and services to retail and small business customers that satisfy the financial needs and goals of the customer;Refer qualified customer leads to HIS, Mortgage, Business Banking, etc. in order to successfully fulfill ONE HARRIS goals.Conduct targeted sales calls (phone or in-person [with Bank Manager, when appropriate]);Participate in at least 80% branch/region/district call nights, annually.Maintain a high level of customer satisfaction by consistently providing exceptional customer service consisting of a friendly demeanor, sense of urgency and willingness to assist the customer at all times.Build and maintain professional working relationships with all internal employees of Harris, including but not limited to Private Bank, Harris Investor Services (HIS), Mortgage, BusinessBanking, eChannel Services and Consumer Lending Center to ensure customer satisfaction is achieved.Review and evaluate all documentation submitted for referrals and/or processing to ensure completeness and accuracy in order to approval, transaction and turnaround times.Coach and develop teller staff to ensure desired number of qualified sales referrals is achieved; provide product update and just-in-time training during branch huddles