• Develop, implement, and maintain operational requirements, including standard operating procedures, as well as databases to manage and analyze programmatic information such as routine and ad hoc report, deliverables, and programmatic documentation.
• Gather and analyze information, conduct various reviews and studies to assess ongoing operations, program vulnerabilities and initiating/ recommending improvements or appropriate action.
• Respond to inquiries regarding program oversight activities to a variety of internal and external stakeholders.
• Establish and maintain contacts and working relationships with both internal and external stakeholders required to plan and execute tasks.
• Respond to inquiries regarding program activities to a variety of internal and external stakeholders.

• Assists attorneys in all aspects of the investigation and litigation of claims, including in connection with preparing and taking discovery, researching and drafting pleadings, motions and briefs, preparing for settlement, and preparing and participating in trials.
• Supports attorneys in drafting, reviewing, analyzing, or responding to legislative proposals or implementing rules and regulations.
• Prepares legal memoranda and other written documents in accordance with legal standards of practice involving interpretation of certain provisions of the Federal Deposit Insurance Act, FDIC Bylaws and Resolutions, and FDIC Rules and Regulations, and other laws or regulations relative to the FDIC’s operations.
• Contributes in the preparation of legal opinions as well as briefs and other documents for judicial and administrative proceedings.

APPLICATION LIMIT: This vacancy announcement is limited to the first 150 applications received and will close at 11:59PM Eastern Time on the day that we receive the 150th application, or at 11:59PM Eastern Time on the listed closing date, whichever occurs first.  

We encourage you to read this entire vacancy announcement prior to submitting your application.

As a Lead Human Resources Specialist, GS-201-13, you will be responsible for:

•  Division to include, direction, integration, management, and supervision of recruitment, selection and placement programs, and classification programs.  
•  Providing advice and direction to management on Human Resources issues, practices, and processes using expert knowledge of governing laws, merit systems principles, and Office of Personnel Management (OPM) rules and policy requirements.  
•  Articulating and communicating to the team the assignment, project, problems to be solved, actionable events, milestones, and/or program issues under review.  

• Develop, implement, and maintain program oversight strategy and processes, maintain operational requirements, including standard operating procedures and processes for overseeing entities that provide health care and prescription drug services.
• Monitor entities processes to identify program vulnerabilities and ensure continuing compliance with Agency agreements/contracts and all statutory, regulatory and sub-regulatory requirements are met.
• Gather and analyze information, conduct various reviews and studies to assess ongoing operations, program vulnerabilities, and initiate/recommend improvements or appropriate action.
• Develop, evaluate, and refine regulations, manuals, program guidelines, program memoranda, policy letters and instructions to effectively communicate policy to Agency stakeholders regarding compliance, audit and oversight programs.

As an Information Technology (IT) Risk Specialist, you will:

• Develop risk-based institution-specific examination plans (for large, complex, or high-concern institutions) that comply with all applicable guidelines and include procedures for testing an institution's unique risks.
• Conduct IT examinations in accordance with generally accepted IT audit standards and guidelines to ensure that the institution's information technology and business systems are adequately controlled, monitored, and assessed.
• Provide support and technical assistance to OE examiners and management in conducting IT examination activities.
• Maintain responsibility for planning IT examination activities for low to moderate to highly-complex institutions.
• Recommend new or improved IT examination techniques or methods to enhance future examinations.
• Conduct related conferences and communicates with institution officials, as appropriate, to obtain feedback and reactions to examination findings and to convey information concerning corrective action or regulatory guidance.
• Write examination entrance and report transmittal letters to board members, internal and external correspondence related to examinations or projects, Enforcement Action Memoranda as necessary, and other materials that are essential to complete the reporting process and maintain ongoing communication with institution personnel.

As an Information Technology (IT) Risk Specialist, you will:

• Develop risk-based institution-specific examination plans (for large, complex, or high-concern institutions) that comply with all applicable guidelines and include procedures for testing an institution's unique risks.
• Conduct IT examinations in accordance with generally accepted IT audit standards and guidelines to ensure that the institution's information technology and business systems are adequately controlled, monitored, and assessed.
• Provide support and technical assistance to OE examiners and management in conducting IT examination activities.
• Maintain responsibility for planning IT examination activities for low to moderate to highly-complex institutions.
• Recommend new or improved IT examination techniques or methods to enhance future examinations.
• Conduct related conferences and communicates with institution officials, as appropriate, to obtain feedback and reactions to examination findings and to convey information concerning corrective action or regulatory guidance.
• Write examination entrance and report transmittal letters to board members, internal and external correspondence related to examinations or projects, Enforcement Action Memoranda as necessary, and other materials that are essential to complete the reporting process and maintain ongoing communication with institution personnel.

• Lead projects to develop and implement health insurance programs such as Medicare, CHIP, and private plans.
• Establish and maintain strong relationships with outside partners to ensure successful planning and execution of these projects.
• Develop operational requirements for overseeing health care and prescription drug services.
• Recommend improvement actions based on your assessments and monitor entities to ensure compliance with agency agreements and all relevant laws and regulations
• Collaborate with the CMS Office of Legislation and Congressional committees to conduct impact analyses or mark-ups of various legislative option

What will I do in this position if hired?

In this Insurance Specialist position, you will serve as an Insurance Specialist at a Public Assistance (PA) Consolidated Resource Center (CRC). Typical duties include:

Typical assignments include:

• Reviewing and interpreting coverage of all lines of commercial insurance, including but not limited to policies providing coverage against flood, wind, and earthquake.
• Adjusting a wide range of insurance claims based on disaster related damage to avoid duplication of benefits.
• Interpreting National Flood Insurance Program claims.
• Communicating effectively orally and in writing for the purposes of exchanging information with stakeholders in meetings, by telephone, and email.
• Working with teammates and partners to address insurance matters as required by statute, regulation, and policy.

What else do I need to know?

At FEMA, our mission is to help people before, during and after disasters, and every employee at FEMA has a role in emergency management. Every FEMA employee has regular and recurring emergency management responsibilities, though not every position requires routine deployment to disaster sites. All positions are subject to recall around the clock for emergency management operations, which may require irregular work hours, work at locations other than the official duty station, and may include duties other than those specified in the employee's official position description. Travel requirements in support of emergency operations may be extensive in nature (weeks to months), with little advance notice, and may require employees to relocate to emergency sites with physically austere and operationally challenging conditions.

This announcement is for a position as a CORE (Cadre of On-Call Response/Recovery Employee). CORE employees are full-time employees hired to directly support the response and recovery efforts related to disasters. Employees are hired under the Robert T. Stafford Act and are excluded from the provisions of title 5, United States Code, governing jobs in the competitive service. They can be hired under a streamlined process instead of a competitive process. After three years of continuous service, Stafford Act employees may be granted competitive eligibility to apply for permanent full-time positions at FEMA.

This position will be hired into a temporary 4-year, excepted service appointment. Appointments may be renewed based on workload, funding, and supervisory approval.

This position has promotion potential to the IC-1101-12. Promotions are dependent on your ability to perform the duties at a higher level, successful performance review displaying at least one year of experience at the lower grade, the continuing need for an employee assigned to the higher level, and management approval.

FEMA is committed to ensuring that its workforce reflects the diversity of the nation. At FEMA, our workforce includes the many identities, races, ethnicities, backgrounds, abilities, ages, cultures, and beliefs of the people we serve. To learn about FEMA's ongoing diversity and inclusion efforts, reasonable accommodation process, and the FEMA Core Values, please visit www.fema.gov.

As a Supervisory National Bank Examiner (Examiner-In-Charge), you will:

• Be responsible for the strategic planning and supervision of large and complex national banks. Provide expert advice and guidance to Deputy Comptrollers (DCs) for Large Bank Supervision, the SOC for Large Bank Supervision, and Executive Committee on emerging risks within these financial institutions and any operating subsidiaries.
• Manage the supervision of all of the bank's operations including innovative and non-conventional banking activities. Develop systems and programs that focus on achieving OCC's goals and priorities. Serve on task forces conducting analyses, surveys, or investigations of major issues.
• Identify policy issues and systemic risks and recommends solutions to peers, the Committee on Bank Supervision (CBS), and other OCC senior supervision officials. Work with other Large Bank Examiners-In-Charge and the Large Bank DCs overseeing the Large Bank supervision program.
• Serve as the OCC's primary communication link with senior bank management, the board of directors, and its committees to discuss bank condition, regulatory/policy, environmental issues, and negotiate supervisory matters of complex and/or controversial nature.
• Serve as OCC spokesperson with bank executives, officials of Federal and State banking agencies, and/or banking industry and legislative leaders, discuss matters of mutual concern, provide industry perspective, and promote cooperation on shared regulatory concerns.
• Ensure understanding of OCC goals, initiatives, and programs by all employees. Provide day-to-day supervision of the bank through teams of examiners and support and provide OCC policy and program direction to staff.
• Oversee the quality of reports of examination and correspondence for the assigned banking company and provide input to licensing and legal issues.
• Develop/implement strategies for the assigned Large Bank that reflect changes in the economic and regulatory environment, issues common to the Large Bank population, changes within the institution, and assessment of the risks assumed by the institution. Develop regulatory response to the institution on a wide array of bank supervision issues.
• Assess emerging businesses and risks, new products or services. Develop and implement innovative supervisory approaches to address new issues for the company.
• Lead, motivate, coach and develop staff. Plan/assign work to be accomplished by staff. Make decisions on work problems. Provide advice/counsel on work and administrative matters. Evaluate performance; make personnel decisions regarding hiring, promotions, etc.; and provide training/development opportunities. Perform duties following equal employment opportunity principles.
• Provide day-to-day supervision of the institution through a team of examiners and support and provide OCC policy and program direction to staff. Plan, organize, and control supervisory activities which includes the supervision of assigned staff. Assign and direct, review and evaluate the work of assigned staff.
• Establish objectives and goals in support of the OCC strategic plan. Develop short and long-term plans; establish priorities for the organization. Provide planning and resource management to ensure that activities of the organization support the OCC objectives and goals.

At the full performance level, major duties include:

• Makes technical and administrative decisions on reasonable accommodation requests; provides consultative services to managers, employees, and applicants and develops appropriate interventions for management involving the full spectrum of the Reasonable Accommodation Program.
• Reviews accommodation case files for accuracy, appropriateness and completeness. Monitors the status of accommodation requests at all stages in the process and provides reports, as necessary.
• Prepares, evaluates and presents quantitative and qualitative analytical reports for management to determine the extent to which reasonable accommodation policies and programs meet corporate objectives and are effective making recommendations for program improvements where appropriate.
• Reviews dashboards, analyzes data and employment practices, and prepares metrics to enhance understanding of organizational performance and client service delivery as well as drive policy and program decisions to eliminate barriers to full reasonable accommodation of affected groups.
• Provides guidance and education to supervisors, managers, and employees on the reasonable accommodation process; conducts training and or/provides training resources, such as workshops, seminars, webinars, and meetings for managers, supervisors, employees, and staff involved in programs and activities related accessibility for individuals with disabilities.

Mechanics Bank is currently searching for a full time Sr. Universal Banker to join our team at our San Diego Branch.
 

In this role, you will independently and accurately perform the full range of teller and new account transactions according to established procedures. Identify and close sales opportunities for retail banking consumer and business clients. Refer quality opportunities to Bank partners as appropriate. Approve client and internal transactions for other employees, provides dual control support, and is highly knowledgeable in operating policies and procedures. Delivers excellent customer service. 
 

What you will do:

• Performs routine teller transactions, new account transactions and works directly with clients.  Responsible for maintaining and balancing a cash supply for transactions performed.

• Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a retail branch. Promotes the full range of deposit and lending products and services that best meets the client's needs.

• Receives, processes and closes consumer loan and small business loan applications and reviews loan packages for required documentation. Clarifies to customer basic qualifications for the loan(s), rates, terms and conditions. Keeps customer apprised of loan application status.

• Assists customers with account maintenance, adoption of digital banking channels, and other complex account issues. Deepen relationships and resolve concerns presented by clients.

• Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and/or services.

• Reviews client transactions for red flags and fraudulent items.  Maintains awareness of current criminal scams used against banking clients.  Prevents clients from becoming victims of fraud.  Escalates concerns to management for resolution.

• Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers; reviews the work of others for compliance.

• May lead and direct the activities of Customer Service Representatives and other Universal Bankers.
   

Who you are:

• High School Degree or GED required.

• Minimum of 2 years bank operations and sales experience.

• Notary license preferred.

• Extensive knowledge of Bank deposit products and standard loan products.

• Knowledge of small business and consumer credit principles and practices.

• Extensive knowledge of alternative Bank services and products and vendor provided products.

• Knowledge of applicable Federal and State banking regulations.

• Excellent interpersonal skills (verbal and written), attention to detail, and customer service.

• Regular and predictable attendance required.

• Ability to work independently and collaborate effectively as a team member.

• Ability to make decisions and review and approve other employee decisions.

• Excellent time management skills, organizational ability, and attention to detail.

• Ability to problem solve and provide solutions to customer issues with resources available.

• Ability to persuade, including the value and benefits of using the Bank's services and products.

#LI-JM1

Pay Range: $20.00 - $28.00 hourly

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit https://www.mechanicsbank.com/California-Consumer-Residents 

Why Patients Need You

Your in-depth knowledge and financial skills will keep our products in production and our innovators innovating.  Whether you are part of establishing, coordinating, researching, or administering financial operations, your role is critical to getting our medicines in the hands of the people who need them most, faster and more efficiently than ever before.

What You Will Achieve

The Puerto Rico Finance Manager will serve as the finance lead supporting assigned Puerto Rico commercial as well as field force teams within the Primary Care (PC), Specialty Care (SC) and Oncology business units.  The Puerto Rico Finance Manager will also serve as the local finance lead on all statutory reporting, lead all external audits and serve as local manufacturing markup (GMX) expert. This is a role that requires financial expertise for direct business partner and strategic financial decision support for key Primary Care, Specialty Care and Oncology brands as assigned. The successful colleague in this role will also be a key member of assigned brand leadership team(s) requiring significant direct interaction with other LT members including finance and marketing colleagues. The Finance Manager will provide financial leadership, business consultation, and analytical support to each of the assigned commercial brand teams. As a strong partner, the Puerto Rico Finance Manager will serve as the first point of contact on all finance related questions, analyses, and deliverables for his/her commercial teams (i.e. monthly accruals, reporting and expense management, budgeting and forecasting).  You will also provide financial leadership on business initiatives that unlock business value to maximize results while ensuring compliance with laws and company policies.  Finally, you will key in providing financial analysis designed to monitor business performance.

As a Puerto Rico Finance Manager, you are a subject matter expert who will provide analysis and insight into brand P&L performance (i.e., revenue, cost of sales and opex) and will leverage your financial acumen skills, knowledge of industry and general business insights to adapt and implement strategic actions. Your breadth of knowledge on internal or external business challenges will help us improve our performance as well as processes. You will provide technical guidance and oversight to matrixed team members and help in problem solving.

This role reports directly to the VP Finance, US Oncology with dotted line responsibility to US Finance Directors within Primary and Specialty Care business units.

It is your hard work and focus that will make help patients across in Puerto Rico

How You Will Achieve It

• Revenue Forecasting – The Puerto Rico Finance Manager is responsible for developing Sub BU revenue forecasts including creating multiple revenue forecasts for each product. This requires collaboration with the US Finance Lead and leading local brand teams on key assumptions and drivers to substantiate submissions. Prior to submission, the Puerto Rico Finance Manager will review each forecast with the assigned business unit commercial and finance lead.  Finally, the Puerto Rico Finance Manger will work with the marketing brand teams in the development of the annual Operating Plan and Long Range Forecasts.

• Expense Management – The Puerto Rico Finance Manager must collaborate with brand teams on expense management of budgets and on the development of expense forecasts. The Puerto Rico Finance Manager will manage Puerto Rico market field force financial activities and cost center reporting including budgeting, forecasting, expense reporting and analysis.    

• Month/Quarter Close – The Puerto Rico Finance Manager is responsible for key accounting activities required at period close. This includes recording expense accruals, recording contractual rebates, completing balance sheet reconciliations, GMX cost of sales analysis and performing accounts receivable reviews.

  Reporting – The Puerto Rico Finance Manager is responsible for tracking brand performance (i.e. weekly, monthly, and quarterly) as well as identifying and communicating key performance drivers to the North America Finance Lead, Commercial Leaders including Brand and Finance management.

• Provide analysis and insight into the Sub BU and brand P&Ls including revenues, cost of sales, and A&P spend which requires that there is an understanding of the products and their competitive

• Lead all Local and Global Mosaic entries and adhoc FP&A inputs as directed by the US finance lead.  Finally, there may be additional requirements by sub BU and the Puerto Rico Finance Manager will be responsible for additional adhoc reporting deliverables.    

• Lead Continuous Improvement, owning the design and optimization of current and future processes, ensuring efficiency, standardization and implementation of processes, working closely with key partners.

Qualifications

Must-Have

• BA or BS degree required; MBA, master’s degree in finance/accounting, or CPA preferred

• 5 years of business finance experience required; 3+ years of biopharmaceutical industry experience preferred

• Product P&L financial management experience required

• Solid understanding of Generally Accepted Accounting Principles

• Must possess expertise in financial modeling & analysis, budgeting, and forecasting with strong excel skills

• Strong analytical, interpersonal, and communication skills (oral, written, presentations); ability to summarize critical information into clear, concise, and insightful updates for senior leadership; strong negotiation and influencing skills

• Demonstrated IT skills, including MS Office; strong understanding of financial data flows; ability to navigate respective accounting and reporting systems, and learn new systems

• Track record of working well in a highly matrixed environment

Nice-to-Have

• Relevant pharmaceutical experience

• Demonstrated experience finance Information technology system architecture

• Proven experience in managing people                                                                               

PHYSICAL/MENTAL REQUIREMENTS

• Demonstrates strong attention to detail and possesses strong Excel and financial modeling skills.

• Ability to effectively manage multiple projects simultaneously.

• Ability to work with colleagues across all levels of the organization.

• Strong oral and written communication skills.

• Must be able to speak fluent English. 

NON-STANDARD WORK SCHEDULE, TRAVEL OR ENVIRONMENT REQUIREMENTS

No/minimal travel required.

Work Location Assignment: Hybrid / expected to be at the office 2 - 3 times a week.

Last day to apply : March 26th 2024

Relocation assistance may be available based on business needs and/or eligibility.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

RESPONSIBILITIES:

• Provide credit expertise and deliver complex lending solutions.

• Work with the bank to grow Custom Lending revenue through marketing efforts and deal support/management.

• Originate sound new business through Financial Advisors.

• Provide credit direction, expertise, and approval for strategically important Clients.

• Deliver credit strategy for the region to clients.

• Understand market differences within region and coordinate best practices in terms of delivering thoughtful credit solutions.

• Work closely with clients and Advisors to define and deliver the best alternatives.

• Review and assess centralized underwriting and approval processes.

• Review asset quality and financial plans.

• Market and sell Private Wealth credit solutions with a goal to engage and influence audience behavior to address the lending needs of clients.

• Cultivate relationships with clients and Financial Advisors to identify credit opportunities and grow lending business.

• Negotiate with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans, Commercial real estate loans, Recreational real estate loans, Hedge Fund loans, Fine Art loans, Yacht loans, Unsecured loans, and other miscellaneous loans.

• Conduct financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine viability of loan opportunities.

• Assess existing portfolio of loans ensuring compliance with financial covenants and reporting, resolving margin calls, and debt service failures.

REQUIREMENTS:

• Bachelor’s degree or equivalent in Finance, Business Administration, Financial Economics, or related; and

• 5 years of progressively responsible experience in the job offered or a related finance occupation.

• Must include 5 years of experience in each of the following:

• Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience behavior to address the lending needs of clients;

• Cultivating relationships with clients and Financial Advisors to identify credit opportunities and grow lending business;

• Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans, Commercial real estate loans, Recreational real estate loans, Hedge Fund loans, Fine Art loans, Yacht loans, Unsecured loans, and other miscellaneous loans;

• Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine viability of loan opportunities; and,

• Assessing existing portfolio of loans ensuring compliance with financial covenants and reporting, resolving margin calls, and debt service failures.

• Up to 25% domestic travel, as necessary.

If interested apply online at www.bankofamerica.com/careers or email your resume to bofajobs@bofa.com and reference the job title of the role and requisition number.

EMPLOYER:  Bank of America N.A.

Shift:

Hours Per Week: 

Address:

Job Family Group:

Provides efficient and accurate handling of customer requests and transactions in a professional and timely manner. Ensures all required policies, guidelines and standards are met as they provide service to BMO customers. Includes a mix of customer service and customer fulfillment activities.

• Addresses customer services issues according to established parameters, escalating as required.
• Acts as a subject matter expert and first contact for escalation.
• Processes customer application to fulfill customer requests from set up to settlement in accordance with policies and standards.
• Assists in processing more complex customer application/requests.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Provides input into the planning and implementation of operational programs.
• Resolves problems as required to support effective business operations.
• Supports the development of tools and delivery of training focused on delivering business results.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Provides customer service by responding to general questions via phone, mail or fax in a timely and professional manner; includes acting as a main point of contact for certain customer requests.
• Refers more complex and specific requests, questions or issues as required.
• Gathers additional documentation from the customer and/ or internal/external stakeholders to ensure all required information is available to fulfill client requests.
• Recommends workflow improvements to deliver a more efficient operation.
• Manages customer documentation to ensure that records are maintained in a proper manner.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Specialized knowledge from 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.

Compensation and Benefits:

Pay Type:

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.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
 
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
 
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
 
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Shift:

Hours Per Week: