Total 15 Manager level Finance / Banking / Insurance job vacancies in SITE - Dearborn Hospital - 18101 Oakwood Blvd - Dearborn

An exciting opportunity has arisen to apply for the post of team leader in the Gedling and Hucknall integrated team which comprises of the Community Mental Health Team, the Intensive Home Treatment Team for the Gedling and Hucknall locality.

The integrated team provides comprehensive mental health assessment and treatment for older adults in the Gedling and Hucknall area. The team leader will be expected to manage the staff within the service providing supervision and clinical support with complex cases and will work closely with the Service Manager in ensuring safe, effective and timely mental health care the older population.

We are looking to recruit an enthusiastic and highly motivated individual for this role they will need to demonstrate the required level of experience knowledge and skills working within secondary care services with experience in older people being of benefit. The post holder will be able to demonstrate good leadership skills and the ability to from positive working relationships.

In return we will support and facilitate your development in this role through clinical and managerial supervision and yearly appraisals which will include a personal development plan tailored to your needs.

You must have an RMN, OT or social work qualification with a professional registration.

A car driver is essential.



Nottinghamshire Healthcare employs over 10,000 colleagues who help #MakeADifference every day. We provide intellectual disability, mental health, community health, forensic and offender healthcare services across Nottinghamshire, Leicestershire, Lincolnshire and South Yorkshire. Care is delivered from over 120 sites within the community from acute settings and across low, medium and high secure environments including prisons.

As one of the largest mental health and community trusts in the East Midlands and one of the biggest employers in Nottinghamshire. We are also home to national and regional services such as the National High Secure Deaf Service and the Nottingham Centre for Transgender Health.

We are committed to flexible and agile working, including the opportunity to join our bank.

Your health and wellbeing is our priority and as such we invest significantly in this via our in-house Occupational Health Service, Staff Counselling Service and Health and Wellbeing Team.

We offer a number of employee-led staff networks, including Equality, Diversity and Inclusion (EDI) groups, our Green Champions Network, Freedom to Speak Up Network. Health and Wellbeing Champions Network and Menopause Champions. We provide care to a diverse range of communities and are passionate about supporting diversity and inclusion in the Trust.

If you believe in our values of Trust, Honesty, Respect, Compassion and Teamwork, then we would love to hear from you!

#TeamNottsHC

This is an exciting opportunity to join the Gedling and Hucknall integrated team which comprises of the Community Mental Health Team, the Intensive Home Treatment Team for the Gedling and Hucknall locality.

Please see the attached job description for main responsibilities for this role










This advert closes on Thursday 20 Jun 2024

Proud member of the Disability Confident employer scheme

The post holder will coordinate, deliver and manage the provision of medical devices training for the Trust and work collaboratively with other departments to improve safety standards.

The post holder will provide competent support, guidance and advice to all teams across the Trust on the management of medical devices.



The post holder will also be required to ensure that there are robust systems, processes and training programmes in place to meet the requirements of the Trust, CQC and the MHRA for the management, competency, procurement, maintenance and storage of basic and highly complex medical devices.

Therewill also be an expectation for the post holder to support the Trust Risk Lead/CAS and MDSO officer with the management of Central Safety Alerts with clear reporting and sign off process through the organisation.

· To manage, lead and design Trust wide programmes to address training and competency, working collaboratively with all staff groups to evaluate and assess the efficacy of training programmes making necessary adjustments to facilitate high quality training in the safe use of medical devices.

· To formulate and develop long term strategies, policies and procedures to underpin and facilitate the implementation of device training for all staff groups.

· Use specialist knowledge of relevant regulations and requirements to provide direction, guidance and support to organisational teams to ensure their workplaces are compliant with safe use and promoting continual improvement in their management of medical devices.

· To develop, monitor and evaluate appropriate policies and guidelines relating to the safe use of medical devices

· Develop and monitor appropriate guidelines, policies and standards in collaboration with the Medical Devices Safety Officer (MDSO) in relation to education and training on medical devices

· To provide specialised advice and support to clinical staff at all levels in matters relating to medical equipment and patient safety

· To regularly evaluate training materials and manufacturers instruction for accuracy in line with the CQC fundamental standards of care

A wide range of staff benefits are available to our staff including staff development, enrolment in the NHS pension scheme, auto-enrolment to our Temporary Workforce Service, access to nurseries at Conquest Hospital and Eastbourne District General Hospital, staff restaurants and on-site staff accommodation.


In addition to an internal Occupational Health department, all staff also have access to free psychological support through our confidential Employee Assistance Programme which is available to staff 24 hours a day 7 days a week. Onsite parking is available for a small administration fee.


There has never been a better time to join East Sussex Healthcare NHS Trust, submit your application today.

· Maintain accurate staff training records to demonstrate training compliance and provide evidence and assurance to the Trust/CQC upon request

· To support clinical staff and EME technicians on the appropriate configuration and set up of medical devices for use in specific clinical areas

· To support the Medical Devices Safety Officer (MDSO) in the investigation of clinical incidents related to medical devices

· To design, manage and undertake equipment training needs analysis for all clinical areas in the Trust

· To attend the Clinical Procurement Group and Medical Gases Steering Group meetings

· To produce and present regular reports relating to medical devices, ensuring a focus on training and competency to the Clinical Procurement Group

· To assist the Trust in making recommendations on new medical devices

· To distribute user instructions and medical devices alert bulletins to clinical staff and support any actions that may be required

· To work with the Risk Lead to develop annual objectives for the Medical Devices Team
• To assist the MDSO/ CAS safety officer with the monitoring and dissemination of medical devices safety alerts within the Trust, participating in a rota to ensure that the process is maintained and alerts are actioned in a timely manner.



Please refer to the job description attached.



If you have any questions about this position please do not hesitate to contact us.




This advert closes on Wednesday 12 Jun 2024

Proud member of the Disability Confident employer scheme

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

The Account Manager (AM) is responsible for day-to-day management of their assigned book of business. The AM works closely and collaboratively with the internal service team and Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any product-related service needs.

Essential Duties and Responsibilities (include but are not limited to):

• Assist Account Executive and Producer in marketing and servicing clients within the account team
• Build relationships with clients and can answer basic insurance questions
• Maintain appropriate business contact with client
• Assist with issuing insurance binders
• Process invoices for both new and renewal policies
• Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
• Process received endorsements, check for accuracy, invoice and send to client with clear explanation of change
• Check and invoice premium audits. Send to client with clear explanation of additional or return premium
• Update EPIC to reflect changes during the coverage term
• Order loss runs for renewal submissions and prepare loss summaries
• Generate ID cards and certificates of insurance
• Complete surplus lines filings
• Complete preliminary policy checking for all accounts and submit change requests to the underwriter
• Renew binder extensions
• Follow up on open activities
• Obtain premium finance quotes
• Obtain flood zone determinations and NFIP quotes where applicable
• All other duties and projects as assigned

Qualifications, Skills and Requirements:

• Basic knowledge of Property and Casualty insurance coverage

• Proficiency in Microsoft Outlook Word, Excel and PowerPoint

• Ability to navigate vendor or agency management systems as applicable

• Proficiency in AMS 360 or Applied or ability to learn this program

• Knowledge of Adobe Acrobat is a plus

• Ability to manage client needs and multiple tasks

• Good organization skills

• Attention to accuracy and detail

• Excellent interpersonal skills and a pleasant disposition

• Ability to work well with others in a fast-paced environment

• Team player

Education, Training and Experience:

• High School or Associate Degree

• CO Property & Casualty License

The typical base pay range for this role nationwide is $70,000 - $80,000 per year.

Your base pay is dependent upon your skills, education, qualifications, 
professional experience, and location. In addition to base pay, some roles are 
eligible for variable compensation, commission, and/or annual bonus based on 
your individual performance and/or the company’s performance. We also offer 
eligible employees health, wellbeing, retirement, and other financial benefits, 
paid time off, overtime pay for non-exempt employees, and robust learning and 
development programs. You will receive reimbursement of job-related expenses 
per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

Thank you for your interest in joining the OneDigital team!

An exciting opportunity has arisen for an enthusiastic and motivated member of staff to join the Health Records team at the Newcastle upon Tyne Hospitals NHS Foundation Trust. The Health Records department is responsible for running of the central Scanning Bureaus for the Trust. The department is looking for reliable and highly organised individual who is well-motivated to take on the role of Assistant Health Records Service Manager.
• Interview date: 15th April 2024
• 37 hours 30 minutes /week
• You will be redirected to Trac to apply for the vacancy. Please expand the job details section and read all of the information before applying for the vacancy.
• The post holder will assist in the management of a comprehensive Health Records department for the Trust.
• The post holder will also be responsible for jointly managing the Trusts Scanning Bureau.
• The post holder will assist in the management and control of multiple budgets, including the departmental budget and will manage a large administrational staff group.
• The Health Records department encompasses the day-to-day management of our patients health records, managing the remaining paper notes and the transition to an electronic health record.
• The post holder will also be responsible for the day-to-day management and the continued development of the Health Records department and Scanning Bureau, based at Freeman Hospital.
• The post holder will be required to work with multiple teams and external organisations to ensure a first class class service provision is maintained.

Newcastle Hospitals NHS Foundation Trust is one of the busiest, largest and most successful teaching NHS foundation trusts in the country, with around 16,000 staff and an annual income of £1 billion.

We have a long history of providing high quality care, clinical excellence, and innovation in medical research regionally, nationally and internationally.

We’re also proud to be the second largest provider of specialised services in the country. This means we support people with a range of rare and complex medical, surgical and neurological conditions, cancers and genetic orders.

Our staff oversee around 2 million patients ‘contacts’ each year, delivering high standards of healthcare.

Please see attached information on what Staff Benefits we have to offer at our Trust.

We are committed to promoting equality and diversity and recognise the benefit in providing an inclusive environment. We value and respect the diversity of our employees and aim to recruit a workforce which reflects the communities we serve, and is equipped to deliver the best service to our patients. We welcome all applications irrespective of people’s race, disability, gender, sexual orientation, religion or belief, age, gender identity, marriage and civil partnership, pregnancy and maternity and in particular those from under- represented groups.
• Support the management, development and delivery of a comprehensive andefficient Medical Records and Main Outpatients Service and support areas on
RVI/NGH sites.
• Responsible for the day-to-day management of sections of the medical records department on the RVI/NGH sites.
• Assist for the Health Records Service Manager.

As a flexible working friendly organisation, we want to be sure that you can work in a way that is best for us and for our patients, and for you. Speak to us about how we might be able to accommodate a flexible working arrangement. If it works for the service, we will do our best to make it work for you.

Please note it is a requirement of The Newcastle upon Tyne Hospitals NHS Foundation Trust that all successful candidates who require a DBS for the post they have been offered pay for their DBS certificate. The method of payment is a salary deduction from your first month’s pay.


This advert closes on Wednesday 27 Mar 2024

Proud member of the Disability Confident employer scheme

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Job Family Group:

Technology

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Job Family:

Digital Design Engineering

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Time Type:

Full time

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Primary Location:

Irving Texas United States

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Primary Location Salary Range:

$250,000.00 - $500,000.00

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Job Summary

Hybrid role that will be responsible for the day-to-day operations of Corewell Health's investment portfolios, which include operating, defined benefit pension, and health insurance assets. Support the investment team by providing operational and analytical assistance in managing the portfolios across all asset classes: equity (public and private), fixed income, and hedge funds. Success in this role requires strong attention to detail, excellent communication, and the ability to work with key stakeholders, both internally (Treasury and Finance/Accounting) as well as externally (investment consultant, custody bank, auditors, and actuaries).

Essential Functions

Qualifications

Required:

Physical Demands

Primary Location

SITE - Corewell Health Place Building B - 648 Monroe - Grand Rapids

Department Name

Corporate Treasury Investments

Employment Type

Full time

Shift

Day (United States of America)

Weekly Scheduled Hours

40

Hours of Work

8:00 a.m. to 5:00 p.m.

Days Worked

Monday to Friday

Weekend Frequency

N/A

CURRENT COREWELL HEALTH TEAM MEMBERS – Please apply through Find Jobs from your Workday team member account. This career site is for Non-Corewell Health team members only.

Corewell Health is committed to providing a safe environment for our team members, patients, visitors, and community. We require a drug-free workplace and require team members to comply with the MMR, Varicella, Tdap, and Influenza vaccine requirement if in an on-site or hybrid workplace category. We are committed to supporting prospective team members who require reasonable accommodations to participate in the job application process, to perform the essential functions of a job, or to enjoy equal benefits and privileges of employment due to a disability, pregnancy, or sincerely held religious belief.

Corewell Health grants equal employment opportunity to all qualified persons without regard to race, color, national origin, sex, disability, age, religion, genetic information, marital status, height, weight, gender, pregnancy, sexual orientation, gender identity or expression, veteran status, or any other legally protected category.

An interconnected, collaborative culture where all are encouraged to bring their whole selves to work, is vital to the health of our organization. As a health system, we advocate for equity as we care for our patients, our communities, and each other. From workshops that develop cultural intelligence, to our inclusion resource groups for people to find community and empowerment at work, we are dedicated to ongoing resources that advance our values of diversity, equity, and inclusion in all that we do. We invite those that share in our commitment to join our team.

You may request assistance in completing the application process by calling 616.486.7447.

04/07/2024

Address:

215 S. Wadsworth Blvd. 100

Job Family Group:

Retail Banking Sales & Service

This is a licensed position requiring the SIE, Series 6, 63, Life and Health

Metro Denver – Lakewood Wadsworth

• Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
• Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
• Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
• Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact.

• Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
• Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
• Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
• Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.
• Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
• Executes quality customer review meetings for retention and relationship expansion purposes.
• Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.
• Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
• Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.
• Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
• Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
• Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
• Monitors individual exception reports and takes action to remove exceptions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Executes work to deliver timely, accurate, and efficient service.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.
• 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
• Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
• Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
• Excellent understanding of brokerage and insurance products.
• Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.
• Excellent understanding of personal trust and investment management – required.
• In-depth knowledge of client portfolio management.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Please note the target base salary for this specific position in Lakewood Wadsworth, CO is $70,000 - $110,000.

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

Compensation and Benefits:

$56,000.00 - $104,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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 http://jobs.bmo.com/us/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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.

The Product Developer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

• The Product Developer is responsible for activities related to the development or new products and/or features and functionality of products including developing business cases, requirements definition (BRDs), product enhancements innovation, feature and functionality definition based on market and industry research and trends and client needs
• This role manages the end-to-end product development lifecycle and internal applications and will also scope product releases, agreeing to and tracking business priorities, incorporating regulatory and compliance requirements and investment tracking
• Creates a product vision aligned to business priorities and corresponding road-map to delivery
• Follows market, industry and client trends to own field and adapts them for application Citi’s products and solutions platforms
• Develops plans, prioritizes, coordinates design and delivery of products or features to product release, and serves as product champion within user community
• Works in close co-ordination with Sales, Technology, Business Managers and senior stakeholders to fulfill the delivery objectives
• Manages and implements a wide variety of products and solutions
• Identifies solutions ranging across data analytics, reporting, CRM, Trade Workflows and trade processing
• Has responsibility to deliver direct business results and advice regarding product development that necessitates a degree of responsibility over technical strategy
• Partners with senior team members and leaders and a widely distributed global user community to define and implement solutions
• Creates clear and specific project plans, business and technical requirements documents for product execution
• Has direct interaction with business managers, technology, and sales to understand their long term vision, discuss industry trends, and incorporate them into the product & solutions strategy
• Focuses on controls and governance, including performing Need-to-Know based security and access reviews, Access Approvals, controls testing and documentation
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5-8 years of experience
• Intellectual curiosity, analytical and conceptual thinker
• Proactively seeks and develops new opportunities
• Attention to detail and process/analytic mindset
• Ability to build networks and relationships internally and externally
• Familiarity with product development methodologies
• Direct experience in end-to-end project delivery, preferably in product development, and knowledge of various analytical tools including Qlikview, Tableau, Access
• Comfortable with performing data investigations that require a high degree of accuracy with tight timescales
• Ability to create business analysis, troubleshoot data quality issues, and conduct exploratory and descriptive analysis of business datasets
• Ability to structure and break down problems, develop solutions, and to drive to results
• Process Management knowledge with a propensity for detail and comprehensiveness of content
• Ability to collaborate and clearly communicate with team members of an organization
• Project Management skills with experience leading large cross functional initiatives
• Generation of reports and presentations for management

Education:

• Bachelor’s/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Product Management and Development

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Job Family:

Product Development

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Time Type:

Full time

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Primary Location:

Irving Texas United States

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Primary Location Salary Range:

$96,400.00 - $144,600.00

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

The Product Developer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• The Product Developer is responsible for activities related to the development or new products and/or features and functionality of products including developing business cases, requirements definition (BRDs), product enhancements innovation, feature and functionality definition based on market and industry research and trends and client needs
• This role manages the end-to-end product development lifecycle and will also scope product releases, agreeing to and tracking business priorities, incorporating regulatory and compliance requirements and investment tracking
• Creates a product vision aligned to business priorities and corresponding road-map to delivery
• Follows market, industry and client trends to own field and adapts them for application Citi’s products and solutions platforms
• Develops plans, prioritizes, coordinates design and delivery of products or features to product release, and serves as product ambassador within user community
• Works in close co-ordination with Technology, Business Managers and other stakeholders to fulfill the delivery objectives
• Manages and implements a wide variety of products and solutions
• Identifies solutions ranging across data analytics, reporting, CRM, Trade Workflows and trade processing
• Has responsibility to deliver direct business results and advice regarding product development that necessitates a degree of responsibility over technical strategy
• Partners with senior team members and leaders and a widely distributed global user community to define and implement solutions
• Creates clear and specific project plans, business and technical requirements documents for product execution
• Interacts with business managers, technology, and sales to understand their long term vision, discuss industry trends, and incorporate them into the product & solutions strategy
• Focuses on controls and governance, including performing Need-to-Know based security and access reviews, Access Approvals, controls testing and documentation
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 6-10 years of experience
• Intellectual curiosity, analytical and conceptual thinker
• Proactively seeks and develops new opportunities
• Attention to detail and process/analytic mindset
• Ability to build networks and relationships internally and externally
• Familiarity with product development methodologies
• Direct experience in end-to-end project delivery, preferably in product development, and knowledge of various analytical tools including Qlikview, Tableau, Access
• Comfortable with performing data investigations that require a high degree of accuracy with tight timescales
• Ability to create business analysis, troubleshoot data quality issues, and conduct exploratory and descriptive analysis of business datasets
• Ability to structure and break down problems, develop solutions, and to drive to results
• Process Management knowledge with a propensity for detail and comprehensiveness of content
• Ability to collaborate and clearly communicate with team members of an organization
• Project Management skills with experience leading large cross functional initiatives
• Generation of reports and presentations for management

Education:

• Bachelor’s/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Product Management and Development

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Job Family:

Product Development

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Irving Texas United States

------------------------------------------------------

Primary Location Salary Range:

$114,720.00 - $172,080.00

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

The Product Developer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• The Product Developer is responsible for activities related to the development or new products and/or features and functionality of products including developing business cases, requirements definition (BRDs), product enhancements innovation, feature and functionality definition based on market and industry research and trends and client needs
• This role manages the end-to-end product development lifecycle and will also scope product releases, agreeing to and tracking business priorities, incorporating regulatory and compliance requirements and investment tracking
• Creates a product vision aligned to business priorities and corresponding road-map to delivery
• Follows market, industry and client trends to own field and adapts them for application Citi’s products and solutions platforms
• Develops plans, prioritizes, coordinates design and delivery of products or features to product release, and serves as product ambassador within user community
• Works in close co-ordination with Technology, Business Managers and other stakeholders to fulfill the delivery objectives
• Manages and implements a wide variety of products and solutions
• Identifies solutions ranging across data analytics, reporting, CRM, Trade Workflows and trade processing
• Has responsibility to deliver direct business results and advice regarding product development that necessitates a degree of responsibility over technical strategy
• Partners with senior team members and leaders and a widely distributed global user community to define and implement solutions
• Creates clear and specific project plans, business and technical requirements documents for product execution
• Interacts with business managers, technology, and sales to understand their long term vision, discuss industry trends, and incorporate them into the product & solutions strategy
• Focuses on controls and governance, including performing Need-to-Know based security and access reviews, Access Approvals, controls testing and documentation
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 6-10 years of experience
• Intellectual curiosity, analytical and conceptual thinker
• Proactively seeks and develops new opportunities
• Attention to detail and process/analytic mindset
• Ability to build networks and relationships internally and externally
• Familiarity with product development methodologies
• Direct experience in end-to-end project delivery, preferably in product development, and knowledge of various analytical tools including Qlikview, Tableau, Access
• Comfortable with performing data investigations that require a high degree of accuracy with tight timescales
• Ability to create business analysis, troubleshoot data quality issues, and conduct exploratory and descriptive analysis of business datasets
• Ability to structure and break down problems, develop solutions, and to drive to results
• Process Management knowledge with a propensity for detail and comprehensiveness of content
• Ability to collaborate and clearly communicate with team members of an organization
• Project Management skills with experience leading large cross functional initiatives
• Generation of reports and presentations for management

Education:

• Bachelor’s/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

-------------------------------------------------

Job Family Group:

Product Management and Development

-------------------------------------------------

Job Family:

Product Development

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Irving Texas United States

------------------------------------------------------

Primary Location Salary Range:

$114,720.00 - $172,080.00

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Citi’s has one of largest US bank owned residential real estate portfolios (US-RRE) comprising more than $100 billion in receivables.  You will be joining the US RRE Servicing Risk team.

The SVP, Credit Group Manager (Servicing Risk) is a senior management-level position accountable for risk oversight of performing servicing area, strategic initiatives in risk management and risk governance routines for the residential real-estate servicing risk management function. You will work closely with the risk management and policy team and stakeholders in mortgage-servicing & originations, finance, legal & compliance areas supporting both US Personal Banking and Wealth divisions on an expansive set of portfolio objectives to deliver performance aligned with Citi’s risk-appetite framework.

Responsibilities:

• Lead end risk management and risk oversight for a functional area within servicing risk.
• Develop, test, optimize and implement credit portfolio management strategies for a functional area within the servicing and default lifecycle for mortgage & home equity loans.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
• Track and report on initiatives, performance results, emerging trends, and opportunities to senior management.
• Establish cross-functional partnerships and networks, in-order to support and execute cross-functional and business initiatives.
• Drive compliance with applicable laws, rules and regulations, adhere to Policy, apply sound ethical judgment regarding personal behavior, conduct and business practices, and escalate, manage and report control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
• May lead a team of risk analysts and/or manage a complex, critical, multi-disciplinary servicing risk management functional area of responsibility.

Qualifications:

• 10 years of experience in consumer credit risk management or equivalent training
• Experience in the residential real-estate (mortgage/home-equity) industry preferred
• Mortgage default, servicing strategy and/or risk management experience is a plus
• Will require a broad knowledge of residential real estate credit management,
• Strength in managing teams and influencing others and well as high level of competence communicating with executive management
• Demonstrated accountability for delivery of a full range of services to one or more businesses or functional areas
• Consistently demonstrate clear and concise written and verbal communication
• Proven negotiation skills often used at a senior level

• Demonstrated ability to synthesize, prioritize and drive results with urgency
• Ability to obtain support and buy-in across a wide range of internal and external audiences

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

-------------------------------------------------

Job Family Group:

Risk Management

-------------------------------------------------

Job Family:

Credit & Portfolio Risk Management

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Irving Texas United States

------------------------------------------------------

Primary Location Salary Range:

$144,480.00 - $216,720.00

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

03/28/2024

Address:

5775 Wayzata Boulevard

Job Family Group:

Retail Banking Sales & Service

The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.  

A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual.  Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.  

As a Licensed Senior Premier Relationship Manager at BMO, you will: 

Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources. 

• Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
• Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. 
• Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success. 
• Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers’ financial needs. 
• Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. 

BMO IS ON AN EXCITING JOURNEY… 

We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life.  We’ve been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here!

This is a licensed position requiring the SIE, Series 6, 63, Life and Health

 Please note the target base salary range for this specific position in St. Louis Park, MN is $70,000 - $110,000.

Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.

• Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact.
• Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
• Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
• Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
• Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.
• Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
• Executes quality customer review meetings for retention and relationship expansion purposes.
• Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.
• Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
• Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.
• Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
• Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
• Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
• Monitors individual exception reports and takes action to remove exceptions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Executes work to deliver timely, accurate, and efficient service.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.
• 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
• Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
• Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
• Excellent understanding of brokerage and insurance products.
• Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.
• Excellent understanding of personal trust and investment management – required.
• In-depth knowledge of client portfolio management.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

Compensation and Benefits:

$56,000.00 - $80,000.00

The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.

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 http://jobs.bmo.com/us/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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll lead a team of high performing financial services professionals working towards a shared goal - delivering an exceptional client experience. As a people leader, you’ll hire, develop, and coach your team, inspiring them to perform at their best. You’ll think and act like an owner by helping clients and team members succeed, finding ways to fuel the right kind of revenue growth and taking accountability for results. You’ll make a difference by supporting new and existing clients as they secure their futures, own homes, and set up businesses. You’re flexible to work our banking center hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centers within a reasonable travel distance. 

How you'll succeed

• Client experience - Lead by example, show your team how to deepen client relationships and meet client financial needs while providing a high standard of service. Go above and beyond to advocate CIBC within the community to develop new and existing client relationships. Encourage employees to quickly resolve client complaints, and to escalate when necessary.

• Results oriented leadership - Create a culture of teamwork so clients are served by those best able to meet their financial needs. Monitor the Banking Centre’s business performance and put action plans into place to close any gaps. Work as one team with all partners to maximize market opportunities, and increase the Banking Centre’s overall performance. Manage and minimize risk to safeguard our bank, clients and shareholders.

• People leadership - Lead and coach a high performing team of Leaders, Advisors, and Representatives to deepen client relationships and deliver the right kind of growth. Provide meaningful development opportunities for employees and advocate for CIBC within the community to recruit employees who share and demonstrate our values.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• You are a caring and accountable leader. You’re passionate about developing and growing team members abilities. You have experience providing coaching and hands on support to meet team goals.

• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). It’s an asset if you’ve completed any of the following: Branch Compliance Officer’s Course (BCO), Branch Managers Examination Course (BME), Conducts & Practices Handbook (CPH) Wealth Management Essentials (WME); or Certified Financial Planner (CFP)

• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

IL-1110 Jorie Blvd

Employment Type

Regular

Weekly Hours

40

Skills

Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Digital Literacy, Empathy, Financial Services, Interpersonal Communication, Standards Compliance, Transaction Services

02/22/2024

Address:

321 Gellert Blvd.

Job Family Group:

Retail Banking Sales & Service

• This is a licensed position requiring the SIE, Series 6, 63, Life and Health
• Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
• Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
• Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
• Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact.
• Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
• Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
• Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
• Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.
• Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
• Executes quality customer review meetings for retention and relationship expansion purposes.
• Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.
• Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
• Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.
• Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
• Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
• Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
• Monitors individual exception reports and takes action to remove exceptions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Executes work to deliver timely, accurate, and efficient service.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.
• 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
• Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
• Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
• Excellent understanding of brokerage and insurance products.
• Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.
• Excellent understanding of personal trust and investment management – required.
• In-depth knowledge of client portfolio management.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Please note the target base salary range for this specific position in San Francisco, CA is $70,000 - $110,000.

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

Compensation and Benefits:

$61,600.00 - $88,000.00

The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.

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 http://jobs.bmo.com/us/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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.

02/15/2024

Address:

2395 Winchester Blvd.

Job Family Group:

Retail Banking Sales & Service

The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next.  

A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual.  Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs.  

As a Licensed Senior Premier Relationship Manager at BMO, you will: 

• Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources. 
• Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. 
• Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success. 
• Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers’ financial needs. 

• Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. 

BMO IS ON AN EXCITING JOURNEY… 

We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life.  We’ve been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here!

• This is a licensed position requiring the SIE, Series 6, 63, Life and Health
• Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
• Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.
• Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact.
• Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
• Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
• Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
• Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.
• Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
• Executes quality customer review meetings for retention and relationship expansion purposes.
• Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.
• Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
• Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.
• Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
• Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
• Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
• Monitors individual exception reports and takes action to remove exceptions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Executes work to deliver timely, accurate, and efficient service.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.
• 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
• Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
• Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
• Excellent understanding of brokerage and insurance products.
• Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.
• Excellent understanding of personal trust and investment management – required.
• In-depth knowledge of client portfolio management.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

 Please note the target base salary range for this specific position in XXXX, CA is $70,000 - $110,000

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

Compensation and Benefits:

$61,600.00 - $88,000.00

The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.

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 http://jobs.bmo.com/us/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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.