Total 22 Finance / Banking / Insurance job vacancies in Fort Stewart, Georgia

• Designs, plans, and conducts data and/or research studies concerning the trends and impact of CMS programs.
• Conducts analysis of policy issues and topics, researches background information, the origin of laws, and the intended impact in order to make effective policy recommendations.
• Works with other CMS staff and stakeholders, either as a member of a project team or as a project lead, to develop methods for innovative approaches to determining and assuring the reliability and validity of productivity and workload data.
• Responds to inquiries regarding program policies to a variety of internal and external stakeholders (e.g., beneficiaries, providers, and representatives of public and private organizations, congressional staff, and other government organizations).

Starting at $88,520 Per Year (GS 13)

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

Starting at $46,621 Per Year (GS 6)

• The incumbent designs, plans, and conducts data and/or research studies concerning the trends and impact of CMS programs.
• Conducts analysis of policy issues and topics, researches background information, the origin of laws, and the intended impact in order to make effective policy recommendations.
• Works with other CMS staff and stakeholders, either as a member of a project team or as a project lead, to develop methods for innovative approaches to determining and assuring the reliability and validity of productivity and workload data.
• Responds to inquiries regarding program policies to a variety of internal and external stakeholders (e.g., beneficiaries, providers, and representatives of public and private organizations, congressional staff, and other government organizations).

Starting at $109,278 Per Year (GS 13)

Duties Listed Below are at the Full Performance Level (FPL) of GS-12:

Manages a grant portfolio within assigned program area(s) and conducts the day-to-day grant management for the grants within the grant portfolio.

Performs analyses of grant related data, policy and program issues, and applies problem-solving techniques to address issues.

Researches, compiles, and analyzes information and data to use in program administration planning; makes recommendations.

Provides technical assistance to grantees to assist them in accomplishing the goals andobjectives of the grant by applying problem solving techniques to address deficiencies.

Coordinates unemployment insurance programs within the agency.

Works with grantees to identify potential issues and conducts research on policy guidance and legislation.

Reviews policy and guidance for application, and provides related guidance to grantee(s).

Communicates Federal and grant award requirements to grantees collaboratively with senior specialists to ensure understanding of grant requirements.

Ensures that grantees deliver agreed upon products and services, achieve negotiated performance outcomes, and operate in accordance with programmatic, administrative, and budgetary requirements.

Participates in on-site compliance monitoring reviews and Enhanced Desk Monitoring Reviews (EDMRs) of grantees to: evaluate the grantee's progress towards meeting the goals specified in the grant agreement with Department of Labor Employment and Training Administration.

Assess the quality of the program and services; ensure that grant activities are being conducted in compliance with the grant agreement and applicable Federal regulations.

Prepares highly complex monitoring reports upon the completion of a monitoring review.

Participates in the development of policy guidance and technical assistance resources for ETA grantees and workforce system stakeholders.

Engages in on-going communication with grantees in order to establish a good communication protocol.

Prepares and delivers presentations to various internal and external audiences on unemployment insurance programs.

Starting at $76,671 Per Year (GS 11-12)

Duties Listed Below are at the Full Performance Level (FPL) of GS-12:

Manages a grant portfolio within assigned program area(s) and conducts the day-to-day grant management for the grants within the grant portfolio.

Performs analyses of grant related data, policy and program issues, and applies problem-solving techniques to address issues.

Researches, compiles, and analyzes information and data to use in program administration planning; makes recommendations.

Provides technical assistance to grantees to assist them in accomplishing the goals and
objectives of the grant by applying problem solving techniques to address deficiencies.

Coordinates unemployment insurance programs within the agency.

Works with grantees to identify potential issues and conducts research on policy guidance and legislation.

Reviews policy and guidance for application, and provides related guidance to grantee(s).

Communicates Federal and grant award requirements to grantees collaboratively with senior specialists to ensure understanding of grant requirements.

Ensures that grantees deliver agreed upon products and services, achieve negotiated performance outcomes, and operate in accordance with programmatic, administrative, and budgetary requirements.

Participates in on-site compliance monitoring reviews and Enhanced Desk Monitoring Reviews (EDMRs) of grantees to: evaluate the grantee's progress towards meeting the goals specified in the grant agreement with Department of Labor Employment and Training Administration.

Assess the quality of the program and services; ensure that grant activities are being conducted in compliance with the grant agreement and
applicable Federal regulations.

Prepares highly complex monitoring reports upon the completion of a monitoring review.

Participates in the development of policy guidance and technical assistance resources for ETA grantees and workforce system stakeholders.

Engages in on-going communication with grantees in order to establish a good communication protocol.

Prepares and delivers presentations to various internal and external audiences on unemployment insurance programs.

Starting at $76,671 Per Year (GS 11-12)

Highland Cinema is looking for an experienced Administration & Finance Manager to join as one of our key Senior Managers and be involved in many aspects of day-to-day office management and the running of the cinema and caf bar operations. The position offers excellent rates of pay and incentives. 40 hours a week, permanent/year round position.

Overview

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

Duties and responsibilities

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

Essential experience and competencies

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

Full details

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

Closing date and interviews

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

How to apply

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

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

House Manager
Fort William
£43,280 to £46,433 per annum (Includes a 7% unsocial hours allowance)
37.5 hours per week - Permanent

Please note, we do not offer sponsorship for work visa’s therefore you need to have the right to work in the UK to apply for any of our posts.

Do you want to join an organisation that has been named recently as a Top 100 company to work with by The Sunday Times?

If you do and would like to have an informal chat before applying then please call Rhonda Wilson, Head of Admissions and Programmes, on 07715 238337.

About Aberlour Sycamore Children’s Houses
Aberlour Sycamore Services’ vision is to provide warm, loving homes for children where everyone learns, laughs, grows into their future and is treasured always. We have a strong ethos of values and a culture that enables us to Be Brave and to Keep the Promise of involving the children and young people as fully as possible in taking decisions that affect their lives.

Our home in Fort William is a Hybrid Model, we have a residential service for children and young people as well as a service that we call Sustain Plus, which supports whole families by providing both emotional and practical support. We work with families and parents to secure a nurturing environment for children up to 18 years old. We also help parents/caregivers develop their ability to care for their children, provide practical parenting skills, and engage with their community. Our service provides flexible support of varying intensity and aims to encourage the development of family routines, resilience, and improved parental confidence.

We are looking to appoint a House Manager who will join our strong and thriving Residential/Sustain Plus community in Aberlour.

What we are looking for
We are looking for an enthusiastic individual with a passion for supporting vulnerable children and whole families to achieve the best possible outcomes in their lives. The successful candidate will have the drive, determination and cultural values to be able to lead their team to empower the children and young people to make the changes which will ultimately transform their lives.

We want someone who believes that all children and families are deserving of love and someone who will support the team to ensure that our children and families are able to live fulfilling lives without having restriction imposed on them in their everyday lives.

The person we choose to join us must have experience of working in and leading practice in a children’s house and with families. They must be visible to the team and children to ensure that the vision and values are lived every day - This will include working evenings and weekends.

Our homes provide a rich environment that provides safety, relationships, growth and healing for the children and adults who live and work there. To achieve this the successful candidate must have knowledge about developmental trauma, how this will have impacted children’s early life experiences and understand how to lead a team to ensure that every response a child receives takes account of their trauma.
A comprehensive support package focussed on achieving excellence in practice is provided to all of our teams and the successful candidate will also receive clinical supervision, provided externally to support their professional practice development and well-being.

If you share our vision of Being Brave for every child, young person and families, and Keeping the Promise, and you have the skills and passion required to meet the challenges of this role we look forward to hearing from you.

Ideally, candidates will have experience of leading a team within a residential childcare environment involving a residential shift rota and also experience in supporting whole families. You will be required to have or be willing to work towards the qualifications for being a manager in a residential childcare facility: a relevant professional qualification at SCQF level 9 or above plus a management qualification at SCQF level 8 or above.

What we Offer
As well as a supportive team and excellent training opportunities, we want all our employees to feel valued and rewarded for the vital work they do. When you work with us, we'll recognise your efforts with generous annual leave, an excellent employer pension scheme and a range of deals and discounts across various retailers.

How to Apply
Please go to our website www.aberlour.org.uk/jobs where you can apply online.
If you have any queries please e-mail: jobs@aberlour.org.uk.

Aberlour is committed to the safeguarding and welfare of all our service users and uses a thorough and rigorous recruitment and selection process including PVG Scheme checks to ensure this commitment is not compromised.

Applications to be returned by: Noon on Thursday 1st August 2024.

Proud member of the Disability Confident employer scheme

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

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

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

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

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

Key Duties & Responsibilities:

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

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

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

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

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

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

ALVANCE

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

Duties and Responsibilities

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

Working with Us

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

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

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 build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients 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 engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
• Business development - Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
• Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

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 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 act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
• You’re a certified professional (MFDA). You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
• You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
• 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

Vancouver-Georgia&Burrard

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Relationship Management, Community Connections, Customer Experience (CX), Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

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 providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

• Identifies client needs and recommends solutions when fraud has been identified
• Records data captured during client interactions accurately
• Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
• Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
• Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls

Skills:

• Conflict Management
• Customer and Client Focus
• Decision Making
• Fraud Management
• Oral Communications
• Active Listening
• Attention to Detail
• Data Collection and Entry
• Issue Management
• Problem Solving
• Adaptability
• Collaboration
• Critical Thinking
• Influence

Minimum Education Requirement: Null

Shift:

2nd shift (United States of America)

Hours Per Week: 

40

04/13/2024

Address:

885 West Georgia Street

Wealth Sales & Service

Supports the organization’s growth objectives by enhancing profitability, market share and loyalty of the assigned branch / market with a focus on recruitment, operational and sales compliance, and professional development of branch staff. Works collaboratively within the branch, BMO partners and the community to build relationships and deliver the desired customer experience.

• Builds and manages a network of referral sources, both internal and external to grow BMO’s business and makes referrals as required to BMO partners.
• Supports the development and implementation of the annual business planning & goal setting framework.
• Supports the achievement of Branch / market growth, profitability, assets under management, and other business unit objectives and key measures.
• Provides day to day technical support team members and manages client escalations.
• Role-models client service expectations.
• Reinforces sales process and client experience, identifies gaps, issues and best practices through the monitoring of sales and performance targets against plans to create and sustain consistent superior service to customers/clients and prospects.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the local market economic trends and competitor activity.
• Acts as a subject matter expert on relevant regulations and policies.
• May network with industry contacts to gain competitive insights and best practices.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Acts as the prime subject matter expert for internal/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.
• Monitors and tracks performance, and addresses any issues.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Participates in audits and compliance reviews and conducts follow up and coaching as required
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements
• Executes work to deliver timely, accurate, and efficient service.
• Develops and promotes the branch sales and service staff in alignment with the strategy and business plans.
• Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements
• Provides input into the planning and implementation of operational programs.
• Executes work to deliver timely, accurate, and efficient service.
• Sources new sales & service professional candidates.
• Leads/participates in the design, implementation and management of core business/group processes.
• Develops and manages a business/group program.
• Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• In-depth supervisory/leadership experience.
• Must meet the licensing and certification requirements for the team / location / jurisdiction where the mandate is being fulfilled.  And, in Canada, the completion of the Partners, Directors and Senior Officers Exam (Canadian Securities Institute) and the BMO Leveraged Life (LIP) Course must be completed within the first 12 months of your start date.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

$84,000.00 - $156,000.00

Salaried & Commission

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:

61 Jarvis Street

Retail Banking Sales & Service

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$35,700.00 - $66,100.00

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.

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 providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

Responsibilities:

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
• Coaches and mentors peers, while utilizing leadership skills
• Adapts to changes in sales practices and broader market and industry conditions as needed

Skills:

• Client Management
• Client Solutions Advisory
• Prospecting
• Relationship Building
• Risk Management
• Financial Analysis
• Leadership Development
• Project Management
• Referral Identification
• Sales Performance Management
• Business Development
• Client Experience Branding
• Continuous Improvement
• Data and Trend Analysis
• Pipeline Management

Required Skills

•  
• Must have a minimum of 10 years experience in Commercial Lending or Investment Banking.
• Demonstrates ability to successfully manage an extensive portfolio of clients.
• Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.
• Professional proven sales skills and experience, including planning, execution and follow up of client meetings.
• Strong corporate finance, capital markets and accounting acumen.
• Financial modeling experience and the completion of a formal credit training is required.
• Outstanding oral and written communication skills.
• Demonstrated leadership ability.
• Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.
• Undergraduate degree required: Majors in business, finance or economics preferred. MBA desirable.
•  Securities Industry Essentials (SIE), Series 7 &  63  (Must obtain SIE, series 7 & 63 license within 180 days of start date) 

Shift:

1st shift (United States of America)

Hours Per Week: 

40