Investment Representative recruitment

At our company, we have been helping our customers and communities for over 125 years. In July 2011, our parent company BMO Financial Group acquired Marshall Ilsley Corporation (MI). Over the next year, we will be working to bring the best of Harris and MI together under the BMO Harris Bank name.  Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.  

Primary Function:
Seek and identify business development opportunities and refer leads to the sales force and other internal business partners.

 
Scope of Responsibility:
Act as a valuable contributor in a team oriented environment focused on delivering a great customer experience. Support parity in call and work distribution with ability to multi-task and manage trading cut-offs, especially during high volume periods. Demonstrate thorough understanding of products and services required to support a network of Financial Advisors, a client base assigned to the call center and our proprietary mutual fund products.

Accountabilities:
• Demonstrate professional phone service skills including protecting clients privacy
• Act as a resource for the products and services provided by MI Financial Advisors Inc and Marshall Funds
• Mitigate risk by thoroughly and accurately entering trade instructions
• Develop strong relationships with clients, financial advisors and business partners
• Participate in outbound calling campaigns and marketing initiatives
• Identify sales opportunities while serving clients and referring the opportunity  appropriately based on the needs of the client or prospect
• Accurately review and process electronic equity, option and mutual fund order flow earmarked for approval prior to being submitted for execution
• Possess strong knowledge and act as resource on Pershing’s NetExchange Pro and NetExchange Client, DST2000, Thomson One, OnBase and other propriety systems
• Independently research and resolve situations

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. We are an Equal Opportunity Employer. By embracing diversity, we gain strength through our people and our perspectives.

• Bachelor’s Degree with emphasis on finance or economics
• Possess 1-2 years in financial services
• Previous customer service  experience
• Series 7, 63 or 65 licenses required
• Strong knowledge of investment products and trading markets

MI Financial Advisors, Inc. ("MIFA") is a Member of FINRA/SIPC (maintaining its principal offices at 111 E. Kilbourn Ave., Milwaukee, WI 53202) offering various brokerage, investment and insurance products.  MIFA also offers products and services through various affiliates of BMO Financial Corp, including Marshall Ilsley Trust Company N.A. and MI Investment Management Corp.  Insurance coverage is underwritten by a number of insurers.  Insurance products are the obligation of the insurance company.
© 2011 BMO Financial Corp.  Securities and insurance are:  Not FDIC Insured, No Bank Guarantee, May Lose Value

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