As a Sales Representative for insurance services and products issued by National Mutual Benefit and its affiliates, you will touch people’s lives in ways you never imagined. You’ll help your clients plan for the future and gain greater peace of mind about their loved ones’ financial stability. It’s more than a “sale;” it’s making a difference – and there’s really no better feeling. This is a great opportunity to build a career you can be proud of!

With over 100 years of leadership behind us, National Mutual Benefit is a vibrant organization that’s focused on continuously improving delivery of our outstanding products and services -- and creating new potential solutions. As one of America’s most respected companies, and one of its more admired employers, this is where you can realize your goals and reap exceptional rewards for your hard work and contributions.

Take advantage of our proven sales training program! National Mutual Benefit will help you toward success through our comprehensive development program designed to sharpen your ability to:

• Sell new insurance and investment products

• Solicit new customers through approved techniques and methods

• Conserve existing insurance and investments products

• Service the insurance and investment needs of owners of policies issued or offered

• Conform to and abide by the procedures, rules and requirements of National Mutual Benefit, the regulatory agencies, and the state(s) in which you operate
 
Fringe Benefits:
 
-  Full employee status
-  Health insurance
-  Disability Income insurance
-  Life insurance
-  Professional Liability insurance
-  Pension Plan
-  401k
-  Optional Dental insurance
- Optional Vision insurance

One of the Midwest’s fastest growing and most innovative financial institutions is seeking dynamic professionals for Mortgage Loan Officer positions at our Milwaukee branches. Interested professionals for these positions must have strong leadership skills and be highly independent, confident, free thinking and have the ability to express and execute their own ideas.

Mortgage Loan Officer:
The Mortgage Loan Officer will serve as a liaison between the member and the credit union for all mortgage related inquiries. Responsible for interviewing applicants for loans, gathering background information and analyzing loan applicants’ credit history. Approve or deny loan applications based on analysis.

At our company, we have been helping our customers and communities for over 125 years. 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.
Harris 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.
 
MANDATE
As a high performing team member of Harris Bank, the Service Representative is accountable for delivering superior customer service in performing a variety of basic banking services.  The Service Representative is also accountable for referring prospects to Personal Bankers and other banking groups.
KEY AREAS OF ACCOUNTABILITY
A.   Service Team Performance
B.   Superior Customer Service
C.   Product Knowledge and Referral Development
D.   Risk Management
ACCOUNTABILITIES
A.   Service Team Performance
• Count, sort and package currency and coin quickly and accurately
• Balance assigned cash drawer in accordance to Bank directives
• Exhibit effective follow through and ownership in every customer interaction
• Provide training to new Service Representative, as applicable
• Handling of special services, such as foreign money and collections
B.  Superior Customer Service
• Provide professional, courteous and friendly customer service, greeting all customers promptly and pleasantly.  
• Ensure name tags and dates are always displayed
• Support professional bank image by ensuring care for the branch environment and appearance of the branch as well as personal appearance
• Perform other administrative tasks as needed
• Attend all branch meetings
C.   Product Knowledge and Referral Development
• 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 required.
D.  Risk Management
• Identifies risks associated with regulatory compliance, overdraft authority and bank secrecy act
• Adheres to all bank policies, directives and procedures
• Ensures all necessary documentation is completed for all transactions.
• Maintains cash supply at each service representatives’ window, vault and oversee vault security and teller alarm equipment
• Ensures all security measures are followed.
AUTHORITIES  
To deliver on these accountabilities, the incumbent must have the following authorities:
• Escalating:  The role has authority to escalate issues to the reporting manager.
 
CROSS-FUNCTIONAL RELATIONSHIPS
This role requires the incumbent to interact with the following key roles:
• Service Manager
• Assistant Bank Manager
• Bank Manager
• Regional Operations Manager.

My client has a solid reputation in locations representing three Southeastern Wisconsin counties and more than $500 million in assets! For over 100 years this community bank has provided an excellent working environment for its employees with a competitive benefits package that includes comprehensive health benefits and 401k. Join a bank that is poised for continued successful growth in its targeted markets!
They have had 14 plus years of increased earnings.  Also ranked in the top 40 banks in the state and top 10 in commercial lending.