Total 18 Manager level Finance / Banking / Insurance job vacancies in Deaconess Hospital (Main Campus)

PERMANENT POST

GRADE H - POINT 1 - 4 £43,421- £46,464

FULL TIME, 37 HOURS, ALL YEAR ROUND

Changing Lives Learning Trust are seeking to appoint an experienced and highly motivated Human Resources Manager to perform an integral role in delivering a high quality, efficient and effective HR service for the Trust.

You will work in conjunction with an established HR team and be responsible for managing and delivering day-to-day HR operations ensuring support is provided for Headteachers, senior leaders, and staff across the Trust, while aiding the implementation and application of all human resource policies and procedures.

You will have responsibility for case management and lead on policy development as well as ensuring the team meets statutory requirements in relation to safeguarding, recruitment and HR procedures.

This role is a fantastic opportunity for someone who wants to make that next step in their career and join a dedicated team of staff where you will be valued, where your wellbeing is priority and where you will be fully supported with your development and career progression.

The role will be based across our schools in West Cumbria, however occasional travel may be required to our schools in the east our south of Cumbria. The Trust is committed to flexible working arrangements provided both the needs and objectives of both the individual and the Trust can be met.

For an informal discussion please contact Tracey Shackley, Chief Operations Officer at: shackleyt@changinglives.education

The Trust reserves the right to close this vacancy should an effective number of applicants be received. Early applications are encouraged.

If you experience any issues whilst using MyNewTerm, then please do not hesitate to contact a member of the HR Team via email, hr@changinglives.education or T: 01946 820 356.

Changing Lives Learning Trust is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. This post is subject to screening including an enhanced disclosure from the Disclosure and Barring Service and also past employment checks. We are an equal opportunities employer. References will be sought prior to interview.

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

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

NTU Shared Services (NSS) is a centralized unit within Nanyang Technological University (NTU) that provides a wide range of administrative, operational, and support services to various departments and units within the university. Its primary goal is to streamline and optimize processes, enhance operational efficiency, and deliver high-quality services to support NTU's core mission of education and research.

The Assistant Manager, Finance is responsible for :

Operational & Service Delivery

• Manage and oversee the day-to-day operations of the University's Shared Services Finance-Fixed Assets team, ensuring adherence to the University's accounting policies and internal controls.
• Ensure the accuracy and timeliness of all asset activities, including capitalization of assets under construction (work-in-progress), asset acquisition, disposals, transfers, and depreciation postings.
• Review asset-related journal postings, Asset Under Construction costing for settlement to final assets, schedules, reconciliations and reports prepared by the team.
• Review and approve asset disposals via the Asset Management System (AMS).
• Review Monthly/Quarterly/Year-end Financial closing reports, ensuring all reporting/schedules and adjustment entries are accurately and promptly prepared/posted.
• Liaise with Internal/external Auditors regarding audit queries.
• Supervise and coach team members, to ensure all deliverables of the team are completed accurately and on time.
• Develop team members to groom them for more complex/senior roles in the team.
• Ensure Standard Operating Procedures and Knowledge Articles are up-to-date and properly documented.
• Monitor and manage KPIs and SLAs to ensure they are achieved with the highest level of customer service.
• Identify automation and process streamlining opportunities and collaborate with relevant teams on system implementation, enhancement, and user acceptance testing.
• Participate in ad hoc projects based on business requirements.

Relationship Management/Customer Relations

• Cooperate and build positive relationships with peers and supervisors to ensure process efficiency and consistency.
• Communicates with customers and other employees to resolve queries/address requests and concerns.

Requirements

• Degree with at least 6-8 years of related working experience, preferably in an educational institute.
• Experience in ERP financial system (e.g., SAP Hana is preferred).
• Good knowledge of Microsoft Office applications (e.g., MS Excel, Word, PowerPoint).
• Good communication skills, both written and oral.  
• Detailed oriented, meticulous with positive attitude.
• Resourceful, self-driven, proactive, problem solver, ability to work independently.
• Good organisational and planning skills.
• A team player who works well with various stakeholders.
• Ability to work well under pressure.

Hiring Institution: NTU

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

Compensation Range

Annual Salary: $80,000.00 - $207,575.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

This position involves both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over.

Essential Functions

• Reach out to assigned customers and targeted prospects with the objective to acquire new business

• Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention

• Coordinate with product partners to cross-sell a full range of products and services

• Critically review and analyze portfolio to reduce risk and enhance profitability

• Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk

• Facilitate the resolution of customer problems, engaging product experts as needed

• Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace

• Ensure compliance with all bank policies, procedures, regulations, and laws

• Manage a portfolio of commercial relationships with some or all of the following characteristics:

  • Average loan portfolio O/S of $50MM to $100MM

  • Average deposit portfolio of $25MM to $50MM

  • Annual contribution of $500M to $750M

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Intermediate knowledge of full range of commercial products, credit policies, procedures and terminology

• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

• Strong time management skills, with ability to appropriately prioritize calling activities and strategies

• Goal oriented with well-developed sales skills

• Strong strategic, analytical, and problem-solving skills

• Strong persuasive and negotiation skills

• Ability to structure more complex credit requests

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

• Basic proficiency with Microsoft Word, Excel and Outlook

Education & Experience

• Bachelor’s degree in Business Administration, or equivalent combination of education and experience required

• 3+ years of commercial banking experience required

For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

**Level of role is determined by knowledge, experience, skills, abilities, and education

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles.  This compensation range is for the Commercial Banking Relationship Manager I, II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $80,000 to $207,575 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  Click here to learn more.

#LI-TC1

Location: 3503 NW 63rd Street, Suite 300, Oklahoma City, Oklahoma 73116

Time Type:

Full time

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION: Provide pro-active and effective management of trust real estate and other special assets for the Private Bank, covering of trusts, estates, and guardianships. 

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Provide oversight for a geographically dispersed and diverse portfolio of 50-100 mostly residential properties.
• Coordinate all aspects of property management within highly dynamic administration, service and new business environments
• Assume leadership role in the oversight and negotiations of purchases, sales and leases of real trust real estate.
• Provide articulate, reasoned and concise communication with trust officers, clients, attorneys, brokers, contractors, third-party managers and other service providers.
• Provide oversight services for renovations, modifications and repair projects for assigned properties, from design through completion.
• Participate in testimonial appearances before probate court, if necessary.

SUPERVISORY RESPONSIBILITIES: None

MINIMUM KNOWLEDGE & SKILLS REQUIRED:

• Bachelor's degree or equivalent experience required.
• Real estate salesperson license or completing course work for license.
• Minimum of five years work-related experience.
• Proficient with Microsoft Excel and Word.
• Self-starter with excellent organization skills for multi-tasking.
• Strong verbal and written communication skills.
•  Strong customer relationship skills.

Manager of Unique Assets

LOCATION -- Grand Rapids, Michigan 49503

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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 centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres 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*, defined benefit pension plan*, an employee share purchase plan, 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

Springhill-41 Main St.

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking Operations, Business Development, Client Relationship Management, Community Connections, Customer Experience (CX), Financial Advising, Financial Products, People Management, Performance Monitoring, Results-Oriented

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 centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

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*, defined benefit pension plan*, an employee share purchase plan, 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

Unit 102 - 4338 Main St

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking Operations, Business Development, Client Relationship Management, Community Connections, Customer Experience (CX), Financial Advising, Financial Products, People Management, Performance Monitoring, Results-Oriented

04/28/2024

Address:

224 Main Street

Commercial Sales & Service

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

• Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
• Participates and provides leadership in Bank and community activities to increase Bank’s brand visibility and to enhance new business opportunities.
• Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
• May coordinate closing with closing department, clients and attorneys.
• Serves as a daily escalation resource to ensure client expectations are met or exceeded.
• Advises clients on loan products, options, rates, terms and collateral requirements.
• May advise business clients on cash management/deposits solutions.
• Advises clients, where possible, on business management and other financial matters.
• Develops and manages Commercial banking relationships, plans for prospective clients;
• may include focused calling and pipeline management activities.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
• Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
• Monitors and tracks performance, and addresses any issues.
• Ensures proper documentations for loans and cash management services.
• Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.
• Evaluates and structures loan requests, determining appropriate documentation for Approved loans.
• Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
• Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.
• Follows up after closing to insure all documents are completed and filed.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Ensures accurate billing to clients.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Deep knowledge and technical proficiency gained through extensive education and 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.

$64 600,00 - $119 700,00

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 https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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

03/30/2024

Address:

294 Bernard Avenue

Commercial Sales & Service

Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.

• Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.
• Understands the local market and proactively develops relationships with centres of influence.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Answers inquiries and provides accurate information about business banking products and services.
• Responds to information requests and follows established protocols.
• Resolves or escalates issues.
• Develops and maintains long-term, profitable relationships and expands organization’s wallet share within the assigned portfolio.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.
• Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.
• Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.
• Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.
• Understands customer needs and offers financial solutions that meet customer goals.
• Understands the local market and proactively develops relationships with centres of influence.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides input into the planning and implementation of operational programs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Ensures alignment between stakeholders.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Executes work to deliver timely, accurate, and efficient service.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.
• 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.
• Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
• 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.
• 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 and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Successful completion of CMS Compass Program or equivalent knowledge and experience – required.
• Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
• Strong experience with customer sales and service.
• 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.

$54,500.00 - $101,500.00

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 https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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

03/31/2024

Address:

15 E. Main St.

Job Family Group:

Retail Banking Sales & Service

Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank’s policies and processes.

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.

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
• Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.
• Conducts cold calls to prospective customers to develop new customer relationships.
• Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.
• Supports the Bank’s community involvement and participates in community activities.
• Maintains a high-touch relationship with key branch customers and prospects within the market.
• Resolves customer related issues using knowledge of bank services, products, and processes.
• Fulfills sales and service activities for the customer in accordance with approved procedures.
• Builds the business plan for the branch.
• Influences and negotiates to achieve business objectives.
• Identifies emerging issues and trends to inform decision-making.
• Implements, reviews, and revises work plans.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Ensures alignment between stakeholders.
• Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.
• Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Communicates goals, plans, and assignments to achieve financial and customer service goals.
• Leads the implementation of new programs, products and processes within the branch.
• Coordinates the implementation of national and regional sales and service initiatives.
• Monitors the service request and problem resolution processes for adherence to national standards.
• Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
• Plans and controls unit operating expenses in accordance with forecasts.
• Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
• Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
• Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
• Builds effective relationships with internal/external stakeholders.
• Maintains the confidentiality of customer and Bank information.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with all legal and regulatory requirements for the jurisdiction.
• 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 and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Previous supervisory or management experience - preferred.
• In-depth knowledge of retail banking products and services.
• Advanced knowledge of competitive marketplace and trends in product offerings.
• Working knowledge of branch operational processes and policies.
• Working knowledge of branch technologies, processes, and performance metrics.
• Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
• 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.

Compensation and Benefits:

$45,000.00 - $84,000.00

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.

At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

• Putting people first and building relationships with intention

• Seeking out and embracing new ideas

• Believing that how we do things is as important as what we do

Role Specifications

Location: Edmonton Main Banking Centre

CWB is a bank built for business owners

Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us. 

The opportunity

The AVP & Deputy Manager will provide effective leadership for the business development team in our banking centre in Downtown Edmonton. This role creates, implements, and drives team accountability with an effective sales management strategy while monitoring & optimizing efficiency, fostering a high-performance environment. This role will coach and mentor the team in sourcing full-service banking relationships and financial solutions while building & maintaining a portfolio of large, sophisticated commercial clients. As the primary delegate to the Market Lead, this role could serve as location leader for locations that comprise a district.

Areas of focus

Client experience. Business growth & Sales activation. Risk management. Team Leadership

• Client experience. Deliver outstanding client experiences at every interaction in line with CWB’s brand promise. Provide full-service solutions for clients with the view to be every client’s primary financial partner.

• Business growth & sales activation. You will undertake the gamut in sales activities while cultivating a mix of client accounts and drive team results to obtain targets in annual loans, deposits, cash management, revenue, and new to branch clients.

• Risk management. Together with the commercial credit team, you will apply your risk assessment skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward within CWB's risk appetite.

• Team leadership. Adopt our values. Lead with intention & conviction. Establish & sustain a psychologically safe & positive work environment that supports a fun, engaged, and impactful diverse workforce. Build significant relationships. Champion change. Be ambitious. Champion collaboration & a united  CWB approach. Coach with courage. Intentionally feed forward. Empower through delegation. Strengthen the future with a growth mindset. Invest in people first talent management through acquisition, development, engagement, performance management & retention initiatives. Grow from failures. Be decisive. Deliver results.

Core know-how & experience requirements

Results leadership with dynamic teams, as a result of your proven experience (15 years) in the development, implementation, and execution of profitable sales strategies in a commercial lending role and environment. Supporting education includes an undergraduate degree in commerce, finance, or accounting fields. Equivalent experience will be considered.
 
Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.  

Wellness matters. We offer an award-winning benefits package that includes: 

• Hybrid work environments 
• Everyday flexibility 
• Generous company-funded health coverage 
• Health care spending account 
• A flexible wellness program 
• generous time-away options to unplug, rest & recover  

Career development. We commit to our employees’ development and help them reach their professional goals with: 

• Organization wide coaching services 

• Mentorship 

• Education support & training programs  

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.  

#LI-NB1  

#IND-AB

As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

Closing Date:

* Position closes at 12:01am on the close date identified below.

03/18/2024

At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

• Putting people first and building relationships with intention

• Seeking out and embracing new ideas

• Believing that how we do things is as important as what we do

Role Specifications

Location: Edmonton, Main Banking Centre

CWB is a bank built for business owners  

Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us. 

The opportunity

Lead and achieve strategic business development objectives to build and maintain a high-value portfolio of large, diversified commercial clients, with average loan and deposit values over >$2MM in a geographic market and manage a portfolio more than $10M. Work closely with product partners to develop the right products to tap market opportunities. Lead all aspects of risk-reward parameters within acceptable levels towards achieving optimal business performance. Be recognized as the “face of CWB” in the local market delivering full-service banking and financial solutions through effective and authentic partnerships.

Areas of focus

Sales activation & business growth. Client experience. Credit risk management.

• Client experience. Deliver outstanding client experiences at every interaction in line with CWB’s brand promise. Provide full-service solutions for clients with the view to be every client’s primary financial partner.

• Sales activation & business growth. Create, implement, and effect an independent marketing plan to achieve all sales & growth targets. Undertake independent sales activities to achieve annual loan, deposit, and cash management sales, revenue, volume, and new customer objectives. Negotiate skills to optimize overall profitability of relationships with new & existing clients. Actively generate leads & referrals for business partners across CWB.

• Credit risk management. Together with the commercial credit team, you will apply your risk assessment skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward within CWB's risk appetite.

Core know-how & experience requirements

A Bachelor’s Degree in commerce, finance, or accounting fields with sixish years’ experience within commercial lending or related experience. Proven experience developing and implementing successful sales strategies and actions in collaboration with partners. Subject matter expert in the continuous improvement of sales processes & programs. A strong foundation in business modelling & computer expertise is highly beneficial.

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up. 
 
Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.  

Wellness matters. We offer an award-winning benefits package that includes: 

• Hybrid work environments 

• Everyday flexibility 

• Generous company-funded health coverage 

• Health care spending account 

• A flexible wellness program 

• generous time-away options to unplug, rest & recover  

Career development. We commit to our employees’ development and help them reach their professional goals with: 

• Organization wide coaching services 

• Mentorship 

• Education support & training programs  

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.  

#LI-NB1  

As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

Closing Date:

* Position closes at 12:01am on the close date identified below.

03/1/2024

03/14/2024

Address:

78 St Georges Square

Commercial Sales & Service

Provides technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.

• Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.
• Understands the local market and proactively develops relationships with centres of influence.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Answers inquiries and provides accurate information about business banking products and services.
• Responds to information requests and follows established protocols.
• Resolves or escalates issues.
• Develops and maintains long-term, profitable relationships and expands organization’s wallet share within the assigned portfolio.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.
• Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.
• Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.
• Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.
• Understands customer needs and offers financial solutions that meet customer goals.
• Understands the local market and proactively develops relationships with centres of influence.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides input into the planning and implementation of operational programs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Ensures alignment between stakeholders.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Executes work to deliver timely, accurate, and efficient service.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.
• 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.
• Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
• 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.
• 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 and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Successful completion of CMS Compass Program or equivalent knowledge and experience – required.
• Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
• Strong experience with customer sales and service.
• 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.

$54,500.00 - $101,500.00

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 https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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

The Innovation and Entrepreneurship (I&E) Office at NTU is established under the NTU I&E initiative to drive overall synergy, coordination and interaction among the pillars along the innovation and entrepreneurship value chain at NTU. The Office seeks to accelerate the University’s efforts to translate NTU’s scientific discoveries, innovations and creative work into technological and social entrepreneurship activities that benefit industry and society.

The incumbent will perform key administrative support for the I&E office, ensuring process efficiency/effectiveness as well as smooth day-to-day operations. He/she will ensure timely and transparent financial reporting for the I&E Office, that complies with NTU financial policies and standards.

Responsibilities:

• Perform financial accounting and reporting; track usage of office budget, including monthly closing of accounts and preparation of financial reporting packages. Maintain accurate financial records and documentation that comply with NTU financial policies and standards.

• Develop and implement efficient administrative processes and procedures to ensure smooth operations of the I&E Office.

• Manage all procurement matters in the I&E Office, in accordance to university’s financial regulations and policies.

• Work with NTU internal stakeholders to collect and organise data and information from various sources for monitoring, projections and analysis; perform data analysis to support data-driven management decisions.

• Any other ad-hoc initiatives and projects undertaken by the Office.

Requirements:

• A Bachelor’s degree in Business, Finance, Accountancy, or a relevant discipline from a well-recognised university.

• At least 3 years of administrative and/or finance work experience.

• Hands-on experience in financial and accounting IT systems and applications.

• Knowledge of financial systems (such as SAP, Concur, Ariba) would be advantageous.

• Good knowledge of Microsoft office applications.

• Strong problem-solving and analytical skills.

• Strong interpersonal, verbal and written communication skills, with the ability to interact with various management levels.

• Adaptable and proactive, able to multi-task and work independently with minimum supervision.

• Analytical and meticulous.

Hiring Institution: NTU