• Researches patient records to ensure the insurance billing is correct.
• Posts payments received from the insurance companies to appropriate computerized ledgers and subsidiary ledgers.
• Explains Third-Party Collection (TPC) program to patients and their insurance companies.
• Calls numerous insurance companies to verify insurance coverage, amount of coverage, existing rules and regulations pertaining to the patient's policy.
• Maintains suspense records on all claims and correspondence.

Overview

Highland Cinema is looking for an experienced, capable and enthusiastic Administration & Finance Manager to join as one of our key Senior Managers. In this exciting role, you will work closely with the existing Senior Management Team and Duty Managers to help maintain, shape and improve all aspects of our operation. The successful candidate will be involved in many aspects of day-to-day office management and the running of the cinema and café bar operations. The position offers excellent rates of pay and incentives.

Duties and responsibilities

• To support the General Manager and their Deputies at a senior level.
• To handle all day-to-day aspects of finances and bookkeeping for Highland Cinema.
• To compile and pay purchase invoices on a weekly basis.
• To deal with company mail and emails on a daily basis.
• To issue sales invoices and chase late payments for events and private bookings.
• To coordinate all cash handling and maintain records in an accurate manner.
• To reconcile all credit card transactions and other receipts.
• To complete daily, weekly and monthly sales and cash reports for Management.
• To complete the quarterly VAT submissions.
• To submit and pay PAYE via Government Gateway.
• To compile and maintain staff records and hours/holiday periods/sickness for the Payroll procedure.
• To account for and operate as the ‘Tronc Master’ for the tips for the staff in a timely manner, as agreed with the General Manager.
• To schedule and minute managerial meetings as required and issue the minutes, also at this time to produce a brief all staff email with relevant information to keep them informed.
• To deputise for the General Manager in their absence.
• To assist the General Manager with any HR issues arising and issue HR documents.
• To maintain and update two Point of Sale database systems.

Essential experience and competencies

• Experience of bookkeeping software. Currently we use Xero and Google Workspace.
• Experience working in a financial role, with budgetary and negotiation skills.
• Must be detail orientated with strong organisational skills.
• Able to ensure that in all matters the Highland Cinema is represented professionally and positively.
• Experience of working in a collaborative team.
• Excellent written and verbal communication skills.
• Ability to work under pressure to time scales and targets.
• Self-motivated, able to work autonomously, use own initiative and engage and assist the team in a variety of diverse activities.
• Ability to develop and maintain good working relationships with staff, suppliers and customers.
• A good working knowledge of equal opportunities, and an understanding 
of diversity in the workplace.
• Willing to undertake further training where required.

Full details

The full details of this position can be found at www.highlandcinema.co.uk/careers

Closing date and interviews

Interviews will be held quickly from 14th October. The successful candidate will shadow the existing Administration & Finance Manager during their notice period, to gain valuable insight and on-the-job training in preparation for the role.

How to apply

Please submit your CV plus a short covering letter describing why you would like to work with the Highland Cinema and what you think you can bring to the role, to gm@highlandcinema.co.uk

Applicants can find out more about Highland Cinema at www.highlandcinema.co.uk

Due to an increase in business demands, Ferguson Transport & Shipping are currently recruiting for Head of Finance & Accounting, based at Corpach, Fort William.

Reporting to the Group Finance Director, this post requires a qualified accountant (ICAS, ACCA or CIMA) to work alongside our Payroll & Accounts Manager to take accounting responsibility in overseeing the company finance & accounting systems. The successful applicant will take ownership of timely month-end close out processes, reconciliations, and management reporting.

Previous experience with managing a team is also essential for this role, along with experience in UK financial reporting requirements.

This is a hands-on position, requiring working knowledge and experience of accounting disciplines including financial accounting, compliance, projections and cash flow forecasting as well as systems development and mentoring the finance team.

Key Duties & Responsibilities:

• Accounting leadership - Overseeing the Finance/Accounting systems, working alongside the Payroll & Accounts Manager, assist in working with a team of up to 12 working within Payroll, Sales & Purchase Ledger between our offices in Corpach and Kishorn. Overseeing the full accounting function of the group.
• Ensure the accuracy and integrity of our accounting processes.
• Take owenership of timely month-end close processes, reconciliations, and management reporting and compliance.
• Reporting on finance performance of the company to Group Directors and Management boards.
• Working with payroll to ensure strict adherence to company policies and legal standards. Filing of P11D's with HMRC
• Provide essential operational support to the group's daily operations, facilitating a seamless workflow and efficient practices in conjunction with the group's strategic objectives.
• Foster the development and maintenance of robust financial controls to secure the group's assets and ensure financial integrity.
• Project Management and Process Improvement lead and manage ad-hoc projects, demonstrating flexibility and a capacity to drive change. Champion the ehancement of finance processes and tools, including the introduction of automation to increase efficiency and accuracy.
• Working with Group Directors on budget reports.
• Working with Group Finance Director and Group Managing Director on large business transactions, including investments.
• Collaborate closely with external accountants and auditors to ensure accurate financial reporting and compliance.

Competitve salary, company pension, loyalty bonus scheme including enhanced annual leave in place. Occupational health surveillance and group life assurance policies offered.

Accommodation and relocation support may be available for the right applicant.

Ferguson Transport & Shipping provide clear routes for career progression and offer a range of opportunities and upskilling to help people get to the next level.

To deliver a comprehensive range of financial administration, payroll and book-keeping services. These responsibilities will include, but are not limited to;

• All aspects of book-keeping using SAGE 50 Professional
• Assist in the preparation of monthly financial reports for Voluntary Action Lochaber and our clients
• Completion of VAT returns to HMRC
• Process Payroll for Clients using IRIS Bureau Payroll
• Maintain all financial files and records
• Respond to all financial enquiries as required
• Support colleagues in providing administration support

ALVANCE

Established since 1929, ALVANCE British Aluminium, part of the GFG Alliance, owns and operates the last remaining aluminium production plant (smelter) in the UK and a connected hydropower electricity generation station located on the slopes of Ben Nevis, Britain’s highest mountain. A combination or renewable energy sources makes this site one of the greenest metal production plants in the country.

Duties and Responsibilities

• Processing AP invoices in a timely and accurate manner.
• Review Readsoft and ensure all invoices are processing correctly.
• Supplier Statement reconciliations.
• Assisting with daily post with other team members.
• Arrange business trips including flights, hotels, trains, car hire, visas, insurance, etc for clients and staff.
• Setup of business accounts for hotel bookings.
• Control costs as with other purchases/ develop preferred suppliers.
• Management of all accommodation and travel.
• Interact with external clients by welcoming guests and customers by greeting them, in person or on the telephone, answering or directing enquiries.
• Ensure facilities i.e. meeting rooms, are maintained to a high standard and provide tea/coffee/lunches as appropriate.
• Management of all hospitality requirements and associated housekeeping tasks.
• Support organising meetings, company events, conferences both internally and externally.
• Organise the office functions and maintain supplies, to ensure efficient running of the office.
• Answering phone calls and assisting with supplier queries.
• Assist other team members as required.
• Have a personal concern for the safety of themselves and others, setting a good example at all times.
• Administration / management of credit card.
• Organise BACs payments.

Working with Us

We work collaboratively with high energy and ambition to develop sustainable growth plans for our business, our future and our careers.
We are committed to uncompromising levels of safety, strong customer-centricity and diversity. Our people are our greatest asset.

If your true passion in life is to help create a better world through the work that you do, we would encourage you to think about Joining JAHAMA Highland Estates, part of Alvance Aluminium. You will have the opportunity to thrive, make a difference and leave a legacy to both industry and society.

• Become part of AAA’s established & trusted brand! We’ve been serving our members for over 100 years

• Ability to quote and sell through multiple carriers

• Access to our AAA membership base for lead generation

• Marketing funds available to all new agents

• Top Agents can qualify for company paid incentive trips

• Dedicated Customer Service Team, so you can focus on selling

• Separate Policy Retention Team that focuses on keeping your clients for you

What we can offer you:

• A competitive base salary, plus unlimited monthly commission opportunity

• Agents typically make $50,000 to $70,000 their first year, between the base salary and commission  

• 3+ weeks of Paid Time Off – rollover and buyout options available

• 8 Paid Holidays

• 401(k) plan with employer match up to 7% (Traditional and Roth available)

• Medical, Dental, Vision and Prescription coverage

• FREE AAA membership (inclusive of product & service discounts) 

• FREE Life Insurance

The primary duties of the Insurance Sales Agents are:

• Identify customer needs and recommend appropriate insurance products.  Offering an array of personal lines, small commercial and life insurance products

• Establish strong customer and community relationships to help develop additional leads and referrals

• Maintain partnerships with insurance company representatives and underwriters

Minimum Qualifications:

• This is an in-office position. Candidates must reside within a commutable distance from our Annapolis, Crofton, Glen Burnie, or White Marsh, MD office.

• 2+ years of experience in a sales environment meeting set metrics

• Experience in networking and prospecting to generate your own leads

• Ability to obtain a Property and Casualty License and Life License within 60 days of hire

• Ability to learn new computer programs & multi-task

 AAA Club Alliance (ACA) is an equal opportunity employer.

Our investment in Diversity, Equity, and Inclusion:

At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers.  We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals, regardless of race, color, gender, identity, veteran status, sexual orientation, physical ability or national origin, to apply.

Job Category: 

Overview:

Responsible for an assigned portfolio of loan and deposit relationships with small business clients.  Solicit new business, manage risk and credit decisions, and service existing clients through the bank’s relationship management program.  Work with branch partners to effectively sell to the business customer and cross sell other bank products.

Primary Responsibilities:

• Develop new banking relationships with business prospects.

• Service existing business banking client base.

• Achieve established goals as outlined by manager.

• Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers.

• Network with centers of influence to develop business including accountants, attorneys and other referral sources.

• Manage the segment’s more complicated and important loan relationships.

• Evaluate credit information and requests and recommend appropriate loan structure to manage risk.

• Effectively negotiate with underwriters and clients to maximize revenue and minimize risk.

• Achieve sales goals with minimum expectations as follows:

• Revenue of $300M to $500M.

• Loan production of $7.5MM to $12MM.

• Deposit balance production of $750M to $2.5MM.

• Manage loan portfolio of $15MM to $40MM.

• Oversee approximately 30 to 65 relationship managed clients.

• Actively participate in all business banking and retail sales sprints.

• Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned.

• Participate in civic and cultural organizations and programs.

• Utilize prescribed selling techniques to maximize sales opportunities.

Scope of Responsibilities:

Ability to sell effectively to prospects and clients.  Manage and retain existing clients. Work closely with internal contacts to service clients. Works under moderate supervision.

Supervisory/ Managerial Responsibilities:

May or may not have supervisory or mentoring responsibilities.

Education and Experience Required:

Bachelor’s degree or 3-5 years of relevant work experience

5 plus years experience.

Knowledge of personal computers and the software utilized by the department

Ability to read and analyze financial statements and tax returns.

Strong credit skills necessary to evaluate loan requests.

Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets.

Strong interpersonal and presentation skills required.

Location

Company:

Description:

Insurance Producer, Business Insurance

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Insurance Producer, Business Insurance at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A Day in the Life

Our associates have the freedom and flexibility to think and work creatively. We pride ourselves in developing innovative solutions to our client’s opportunities and challenges. We provide a far superior service model that allows Producers to grow their book of business exponentially. With us, you will never feel like you’ve “hit the ceiling”. Expertise in multiple sectors, supported by industry vertical programs, and ability to sell across all lines of business assists producers to win more opportunities.

We promote the growth of the total person, empowering each associate to utilize their unique talents and expand their abilities and expertise. We take it beyond insurance and strive to build strong, lasting relationships with our clients partnering with them as strategic advisors. We hire, train and retain associates who strive for excellence, love a challenge, and have the passion it takes to continuously earn recognition as an expert.

As our Insurance Producer on the Business Insurance Insurance team, you'll take part in

• Develop a comprehensive prospecting plan, including targets and methodology for developing prospects into clients specifically related to Employee Health & Benefits
• Network centers of influence in order to develop new opportunities
• Deliver MMA’s value proposition for each opportunity and align the Agency’s resources and capabilities
• Leverage referral and targeted introductions from clients, prospects and business relationships
• Producers at MMA are: Revenue Growth Driver, Primary Relationship Steward, Lead Strategist, Complex problem solver

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• High school diploma or equivalent
• Current and Active 2-20 Florida insurance license
• Prior B2B sales experience with consultative sales skill
• Proficiency with MS Office, including Excel
• Proficiency Agency Management Systems

These additional qualifications are a plus, but not required to apply:

• Bachelor’s degree or higher (specialization in Risk Management highly preferred)
• Intellectually Curious
• Growth Mindset
• Ability to engage and present with the “C” Suite
• Business Acumen/Strategic thought process
• Proven track record in the development of new clients & retention of existing relationships
• Embraces a culture of accountability
• Competitive in a collaborative sales environment

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid and flexible work
• Charitable contribution match programs
• Stock purchase opportunities
• Competitive compensation
• Entrepreneurial leadership
• Unmatched, scalable resources
• Committed to core values
• Inclusive culture

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://www.linkedin.com/company/marsh-mclennan-agency/

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#MMABI

About JLG, an Oshkosh company

JLG began in 1969, when our founder, John L. Grove set out to resolve growing safety concerns in the construction industry. Since then we have been committed to understanding the challenges and delivering innovative solutions to the access market. We partner with customers to provide quality equipment, training opportunities and trusted support within the access industry. We are a global company, and our products—including mobile elevating work platforms, telehandlers, utility vehicles and accessories—can be found all over the world.

This 2-year year-round finance internship will be part of a 4-month rotational program focused on 6 functional areas:

• Credit and Collections & Financial Services
• Demand Planning & Financial Planning and Analysis
• Aftermarket & Used Equipment Pricing
• New Product Development (NPD) & Global Procurement Supply Chain (GPSC) **Accounting**
• Accounting (General Ledger, Auditing, Accounts Payable & Accounts Receivable)
• Cost Accounting

This program is designed to provide interns with a structured opportunity to develop broad experiences and exposure within Finance that will begin to shape the foundation of Finance early in career. It will also promote cross functional understanding and increase career mobility. The goal of this program is to cultivate early talent that will be ready for full-time employment upon graduation. Interns will be provided the option of a hybrid work schedule that includes in office and remote work that works best for the class schedule each semester. Applicants will need to be able to commit a minimum of 15 hours per week for two years, during in-session semesters and would need to come onsite in Hagerstown, MD. Knowing that this is a two year commitment, all candidates must have at least two years left in school prior to graduation.

YOUR IMPACT

• While rotations differ from one to another, each rotation allows interns to build business partnership, business acumen, and personal leadership skills through a variety of opportunities.
• With progression into subsequent rotations, interns will strengthen their skills and knowledge and continue acquiring new and more complex proficiencies.
• Upon completion of the two-year rotations, the intern will have accelerated their professional growth and developed a very strong network across the company.

MINIMUM QUALIFICATIONS

• Student working towards a bachelor’s degree in finance, accounting, or a related field.
• Minimum of 15 hours per week availability, on-site in Hagerstown, MD. (Flexible based upon student’s class schedule).
• Reliable transportation.
• Must be a Freshman, Sophomore, or rising Junior.
• Proficient in Microsoft Office Suite, especially Excel.

.

PREFERRED QUALIFICATIONS

• Strong communication, interpersonal, and organizational skills.
• Excellent analytical and critical thinking skills.
• Cumulative GPA of 3.0 or above.

WHY OSHKOSH?

Moving the future forward is our priority and this includes your future. We encourage professional development and champion our employees’ success through various skills and training opportunities. Named one of the World’s Most Ethical Companies™ by Ethisphere Institute for six consecutive years, everything we do at Oshkosh is guided by our core values and the 15k+ team members around the world who embody them.

We put people first. We do the right thing. We persevere. We are better together.

Oshkosh is committed to working with and offering reasonable accommodations to job applicants with disabilities. If you need assistance or an accommodation due to a disability for any part of the recruitment process, please contact our reception desk by phone at +1 (920) 502.3009 or our talent acquisition team by email corporatetalentacquisition@oshkoshcorp.com.

Oshkosh Corporation is an Equal Opportunity and Affirmative Action Employer. This company will provide equal opportunity to all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.

Oshkosh Corporation will not discharge or in any manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with Oshkosh Corporation's legal duty to furnish information.

Certain positions with Oshkosh Corporation require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations. Applicants for these positions may need to be "U.S. Persons," as defined in these regulations. Generally, a "U.S. Person" is a U.S. citizen, lawful permanent resident, or an individual who has been admitted as a refugee or granted asylum.

About JLG, an Oshkosh company

JLG began in 1969, when our founder, John L. Grove set out to resolve growing safety concerns in the construction industry. Since then we have been committed to understanding the challenges and delivering innovative solutions to the access market. We partner with customers to provide quality equipment, training opportunities and trusted support within the access industry. We are a global company, and our products—including mobile elevating work platforms, telehandlers, utility vehicles and accessories—can be found all over the world.

This 2-year year-round finance internship will be part of a 4-month rotational program focused on 6 functional areas:

• Credit and Collections & Financial Services
• Demand Planning & Financial Planning and Analysis
• Aftermarket & Used Equipment Pricing
• New Product Development (NPD) & Global Procurement Supply Chain (GPSC) **Accounting**
• Accounting (General Ledger, Auditing, Accounts Payable & Accounts Receivable)
• Cost Accounting

This program is designed to provide interns with a structured opportunity to develop broad experiences and exposure within Finance that will begin to shape the foundation of Finance early in career. It will also promote cross functional understanding and increase career mobility. The goal of this program is to cultivate early talent that will be ready for full-time employment upon graduation. Interns will be provided the option of a hybrid work schedule that includes in office and remote work that works best for the class schedule each semester. Applicants will need to be able to commit a minimum of 15 hours per week for two years, during in-session semesters and would need to come onsite in Hagerstown, MD. Knowing that this is a two year commitment, all candidates must have at least two years left in school prior to graduation.

YOUR IMPACT

• While rotations differ from one to another, each rotation allows interns to build business partnership, business acumen, and personal leadership skills through a variety of opportunities.
• With progression into subsequent rotations, interns will strengthen their skills and knowledge and continue acquiring new and more complex proficiencies.
• Upon completion of the two-year rotations, the intern will have accelerated their professional growth and developed a very strong network across the company.

MINIMUM QUALIFICATIONS

• Student working towards a bachelor’s degree in finance, accounting, or a related field.
• Minimum of 15 hours per week availability, on-site in Hagerstown, MD. (Flexible based upon student’s class schedule).
• Reliable transportation.
• Must be a Freshman, Sophomore, or rising Junior.
• Proficient in Microsoft Office Suite, especially Excel.

.

PREFERRED QUALIFICATIONS

• Strong communication, interpersonal, and organizational skills.
• Excellent analytical and critical thinking skills.
• Cumulative GPA of 3.0 or above.

WHY OSHKOSH?

Moving the future forward is our priority and this includes your future. We encourage professional development and champion our employees’ success through various skills and training opportunities. Named one of the World’s Most Ethical Companies™ by Ethisphere Institute for six consecutive years, everything we do at Oshkosh is guided by our core values and the 15k+ team members around the world who embody them.

We put people first. We do the right thing. We persevere. We are better together.

Oshkosh is committed to working with and offering reasonable accommodations to job applicants with disabilities. If you need assistance or an accommodation due to a disability for any part of the recruitment process, please contact our reception desk by phone at +1 (920) 502.3009 or our talent acquisition team by email corporatetalentacquisition@oshkoshcorp.com.

Oshkosh Corporation is an Equal Opportunity and Affirmative Action Employer. This company will provide equal opportunity to all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.

Oshkosh Corporation will not discharge or in any manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with Oshkosh Corporation's legal duty to furnish information.

Certain positions with Oshkosh Corporation require access to controlled goods and technologies subject to the International Traffic in Arms Regulations or the Export Administration Regulations. Applicants for these positions may need to be "U.S. Persons," as defined in these regulations. Generally, a "U.S. Person" is a U.S. citizen, lawful permanent resident, or an individual who has been admitted as a refugee or granted asylum.

Address:

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Leads and executes business development plans to that business goals are achieved or exceeded.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Ensures accurate billing to clients.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Demonstrated history of successful business development, including ability to network in external markets
• Demonstrated knowledge of relevant industry verticals and market’s competitive environment
• Experience in contact negotiations with both clients and legal counsel
• Experience drafting responses to complex RFPs
• Experience with Sales Strategy and Sales referral process development
• Risk Management - In-depth
• Sales and Service Management –In-depth
• Relationship Management - In-depth
• Change Leadership - Working
• Conflict Management & Resolution –In-depth
• Resource Planning – Working
• Business Acumen – In-depth
• Financial and Working Capital Understanding – In-depth
• Strategic Thinking – Working
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

We’re here to help

At BMO 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 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://jobs.bmo.com/ca/en.

BMO 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. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.