• Company:
  Harris Bank
• Location:
  Madison, WI 53705
• Position Type:
  Full Time
  Employee
• Industries:
  Banking
• Job Category:
  Accounting/Finance/Insurance
• Occupations:
  Financial Planning/Advising
  Investment Management
  Financial Products Sales/Brokerage
• Work Experience:
  1+ to 2 Years
• Career Level:
  Experienced (Non-Manager)
• Education Level:
  Associate Degree
• Reference Code:
  94722



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At our company, we have been helping our customers and communities for over 125 years. In July 2011, our parent company BMO Financial Group acquired Marshall & Ilsley Corporation (M&I). Over the next year, we will be working to bring the best of Harris and M&I together under the BMO Harris Bank name.  Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.  
Primary Function:  
Provide administrative assistance and sales support to Dedicated Investment/Financial Professional.  Assistance would include calendar/schedule maintenance, transaction processing, typing and communication with Insurance and Investment companies through which we do business and for customer account and sales material maintenance.

Perform prospecting activities following up on referrals and calling from lists developed with investment services professionals.  

Develop and coordinate marketing programs with the direction of the investment services professional.

Manage and perform sales/marketing campaigns at the direction of the financial services professional.  

Design and create presentation materials for seminars and individual rep presentation.  

Conduct account reviews and provide direction for additions to existing accounts for ?low-end? clients.

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.

Basic Qualifications
2 years of college required
Minimum of 6 months- 1 year of  professional customer service experience in an investment sales environment
Experience with personal computers in a windows based environment is required
Series 7, Series 63, Life & Health Insurance Licenses

Additional Qualifications
- Ability and desire to work in a fast paced sales oriented environment
- Attention to detail with regard to document content and timing is essential
- Excellent human relations and communication skills are a must
- Ability to be resourceful in obtaining the right information from the right sources
- Ability and willingness to adapt to change are required
- Ability and desire to maintain client relationships
- Increased level of resourcefulness and creativity

M&I 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 M&I 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.