Total 31 Finance / Banking / Insurance job vacancies in Richmond, Virginia

• This is just the start, so dream big 
• A newly created role supporting our Hotels Loyalty team, Pub + 
• Bring your data, analytics and commercial skills to this exciting opportunity!

The Hotels Finance team are responsible for the Finance and Strategic leadership of a highly competitive 350+ Hotels business. To be successful, the team focuses on partnering with the business to drive optimal performance whilst maintaining an objective viewpoint and strong financial control framework.

The Finance Analyst will partner with the Hotels Loyalty team to drive the business strategy that deliver the first wave of business reporting and customer insights from the brand new loyalty app, pub +. You'll work with multiple stakeholders, providing commercial support and guidance through your strong modelling and analytical skills.

Sound good? Read on.

Here is a taster of what you can expect in this role:

• Prepare and submit the annual budget and monthly forecast process.
• Produce and distribute weekly and monthly performance reporting, working closely with key stakeholders to identify meaningful customer insights from data sourced via our new loyalty app.
• Collaborate with stakeholders to ensure reporting and commentary is effective and insightful for decision making and supports trade planning and marketing strategies. 
• Ownership of month-end process and reporting against budget and forecast, identifying drivers of variances and key opportunities and risks.
• Contributing to regular business performance reviews, helping to identify and resolve poor performance issues and solutions / action plans to address them. 
• Lead post campaign analysis providing stakeholders with insights on performance and commercial recommendations.
• Assisting with the continued growth strategy of pub+ by providing financial analysis as well as supporting the preparation of business cases for any additional funding requests (including capital). 
• Support business improvement initiatives identified by the leadership team.
• Work across brands and functions, where relevant, to implement best practices and consistent ways of working.

The Cassel Hospital is a Specialist Service for patients with a Complex Trauma / Personality Disorders. There is an Inpatient Service for up to 16 adults and an Outreach Service for up to 24 adults. Both services cater for all genders. The patients who come to the Cassel do so voluntarily and it is an open environment. The approach is relational and all aspects of the therapy are managed and facilitated through a psychodynamic understanding of this relationship and the use of self.



The post holder will develop knowledge, ideas and work practice; with skills acquired during specialist training and reflective learning, with particular reference to the assessment of care needs and the development, implementation and evaluation of programmes of care. They will need to provide consistent healthy relationships with other staff and patients and contribute to the running of the community. They will also assist in leading and monitoring the performance and work of nursing staff; supervising the work of Psychosocial Aides, HCAs and student nurses and others on placement.

Main duties:



· To consider an individual’s needs holistically – mental and physical health as well as social needs

· To reduce the revolving door symptom this patient group experience.

· To contribute to challenging the stigma that surrounds the diagnosis of personality disorder.

· To work with all people and services involved in each patient’s life to bring together splits and differences to contain and understand the patient’s internal world.

· To help the patient to learn to use the resources around them in a constructive manner.

· For Care plans to be person centred – developed with the individual and others involved in their care
• To improve the quality of the patients and their families lives in everyday living.
• To offer specialist support to other services working with this patient group.
• To contribute to evidence based best practice through experience and research.

West London NHS Trust is one of the most diverse healthcare providers in the UK, delivering a range of mental health and physical healthcare and community services. The Trust runs Broadmoor Hospital, one of three high secure hospitals in the country, with an international reputation.

Our high secure services care for patients from South of England and we provide low and medium secure services across eight London boroughs. The Trust also provides mental and physical healthcare in three London boroughs (Ealing, Hounslow and Hammersmith & Fulham). We employ 4,500 staff, of whom 56% are BME. Our turnover for 2023-24 is £426m.

The Trust is rated as ‘Good’ overall by the Care Quality Commission. Forensic services are rated as ‘Outstanding’.

The Trust is an established partner and contributor in the development of the evolving North West London Integrated Care System and the Integrated Care Board. The Trust leads the NW London Children and Adolescent Mental Health provider collaborative.

The Candidate Pack provides an overview of the key tasks and responsibilities of the role, and the person specification outlines the qualifications, skills, experience and knowledge required. Please view as attached

The person specification below is not the full person specification, but outlines the criteria against which your application form will be assessed.


This advert closes on Tuesday 11 Jun 2024

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

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

Our Newest Opportunity: 

Summary:

The DMV (D.C., Maryland, Virginia) Marketing Manager is responsible for managing a variety of strategic marketing efforts in their market—including building and maintaining the OneDigital brand overall and managing initiatives to drive growth and engage customers. This position works hand in hand with the Senior Regional Marketing Manager, market-level sales and client service teams in support of the growth and retention plans as determined by the DMV senior leadership team. This position works closely with the other field marketers in the market, region, and the corporate marketing team.

The Marketing Manager requires an understanding of OneDigital’s business, vendor management expertise, professional communication acumen to manage important internal and external communications, and attention to detail as it relates to strategic initiative management.

Essential Duties and Responsibilities:

• Accountable for delivering on specific strategic priorities as part of our marketing strategy that drive profitability, brand consistency, and overall market growth 
• Collaborates with national marketing team in developing goals, strategies and management practices that will ensure in-region dynamic sales growth and industry-leading client retention;
• Fosters and develops relationships with local office leaders in order to exceed the sales and retention goals for the office;  
• Manages brand awareness activities in the region, including regional buzz-building, event marketing, key market messaging and execution;
• Works with OneDigital’s corporate marketing team to develop the voice of the region and ensure it is articulated clearly in region-facing marketing messages;
• Oversees content development, execution and management for all marketing channels, including media (online and print), website and social, and branded collateral (including videos);
• Researches and develops messaging that resonates with ideal customers; collaborates with leadership, sales, and service teams to understand customer needs and develop insight-based messaging and collateral to support;
• Manages and implements regional marketing plans—including digital lead generation activities, D4M campaigns, webinars, and PR; leverage customer data to improve customer experience and outcomes
• Works closely with regional leadership to develop an enablement strategy to ensure colleagues have efficient and effective access to the right resources for their customers
• Manages local market relationships with PR firm, journalists and media, and works with OneDigital’s national PR service provider as needed;
• Design and deliver innovative in-person and virtual events, and peer forums;
• Plan and execute industry events, developing print collaterals/website messaging, and executing marketing automation activities; consults local office leaders on event marketing best practices;
• Collaborates with leaders to monitor, analyze and present results of marketing efforts to stakeholders;
• Works with Sales, Client Services and IT to maintain, scrub and renew data used for digital marketing initiatives;
• Represents marketing in acquisition activities in the region, and works in conjunction with the corporate team to support the onboarding process for acquisitions in the region overall.

Qualifications, Skills, and Requirements:

• Strong business writing and communication skills, including comfort working with executive-level stakeholders;
• Growth mindset focused on driving outcomes with the ability to think strategically and problem solve;
• Ability to prioritize work and manage multiple priorities concurrently in a fast-paced environment;
• Strong project management skills and experience serving as a project lead: plan, organize, and manage the execution of multiple, complex projects
• Propensity towards curiosity and continuous learning; demonstrated ability to develop industry insights into actionable content
• Strong business acumen of marketing trends with the ability to translate concepts into compelling narratives for a wide range of audiences
• Strong leadership presence and ability to build relationships with internal and external stakeholders; 
• Ability to work independently and as a member of the team;
• Must be self-motivated and disciplined; demonstrated ability to take initiative;
• Comfort with technology and using online software to manage your work;
• Demonstrated experience working with the following design platforms: Adobe Creative Suite, Canva, and PowerPoint, as well as one or more organizational platforms such as: Microsoft Teams and Planner, Asana, and Microsoft 365
• Demonstrated aptitude towards innovation and comfort with latest digital marketing strategies and tools such as: CMS, WordPress, Vimeo, Animoto, and Flipsnack

Education, Training and Experience:

• Bachelor’s degree in Marketing, Communications, Public Relations, Information Design or a related field;
• 8+ years of B2B marketing experience in insurance, healthcare, hospitality, or law with increasing responsibilities;
• Proven experience managing both online and in-person events including all aspects of planning, vendor management, execution, and communications
• Proven experience with D365 for Marketing (D4M), WordPress, video, and other digital platforms;
• Proven experience with Hootsuite, LinkedIn, Instagram and other social platforms;
• Recent management experience (minimum of five years) or a proven capability to manage entry-level team members.

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

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

Thank you for your interest in joining the OneDigital team!

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day. 

We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.

Our four values guide our strategy, our decisions, and our interactions:

• Make it human. We care about the people that make up our customers, colleagues, and communities.
• Make it about others. We do what’s best for our customers and collaborate to drive progress. 
• Make it happen. We work with intention toward a common purpose and forge ways forward together. 
• Make it better. We create fulfilling purpose-driven careers by learning from the world and each other.

POSITION TITLE

Finance Analyst - Budget Development/Expense Management

POSITION LOCATION

Richmond, VA (hybrid work schedule) or

Lynchburg, VA (hybrid work schedule)

YOUR ROLE

You will be primarily responsible for providing the organization with budget development and expense management support for multiple business functions. As the primary point of contact, you will have the opportunity to develop deep understanding of the assigned functional areas and to build strong expense management partnerships with peers and senior leaders.

What you will be doing

• Provide overall expense planning, analysis and management support to functional leaders
• Understand the value proposition of individual business functions – activities performed for the business, level of service delivered to stakeholders and alignment to business strategy and goals
• Coordinate annual Budget and Time Study completion efforts for assigned functions – from ensuring proper system setup, data entry training, and assistance in budgeting process, to validating budget and time study results and delivering relevant analysis and reporting
• Work with the business to submit and approve Purchase Requests, ensuring correct accounting and spend request information
• Execute tasks required for monthly close including facilitating appropriate expense accruals, re-classes, charge-outs and project capitalization
• Partner with cost center owners on detailed expense analysis, forecasting and management to budget constraints
• Deliver consolidated expense analysis and forecasting to functional leaders and finance including identification of trends, gaps, and opportunity areas within the business along with recommendations for possible course corrections
• Identify key expense drivers and develop performance metrics & allocation / charge-out logic for individual functions, as appropriate
• Utilize benchmarking / research / analysis to identify expense efficiency and best practice opportunities
• Complete ad hoc analysis & reporting requests, such as Cost-Benefit Analysis, Vendor Cost Savings, etc.
• Responsible for the monthly expense allocations process – allocation drivers upload, pre-run validations / issue resolution, post-allocations correcting journal entries.
• Support the expense team through specific assignments related to close, expense forecasting, multi-year planning, budgeting, time studies, expense allocations and/or other routine or ad hoc activities
• Participate in projects related to expense/finance process improvements and/or technology changes

What you bring

• Bachelor’s degree in Finance, Accounting or related field
• 2+ years of relevant experience
• General understanding of General Ledger Accounting
• High degree of proficiency in Excel
• Excellent analytical and problem-solving skills
• Intellectual curiosity and a desire to find answers
• Attention to detail with ability and desire to understand the big picture
• Ability to work effectively in a high-paced environment and manage multiple, changing priorities, and meet deadlines
• Ability to self-lead and take initiative
• Strong sense of accountability for results
• Effective communication skills with the ability to develop and deliver clear, crisp, audience-focused messages and presentations
• Passion for building partnerships with colleagues and senior leaders
• Demonstrated ability to indirectly lead & persuade

Nice to have

• Budgeting and Expense Management experience; budget experience with Operations
• Accounting experience
• Proficiency in PowerPoint
• Oracle Financials Experience (TM1, Orbit or similar)
• Spotfire Experience

Employee Benefits & Well-Being

Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives.

• Competitive Compensation & Total Rewards Incentives
• Comprehensive Healthcare Coverage
• Multiple 401(k) Savings Plan Options
• Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!)
• Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave
• Disability, Life, and Long Term Care Insurance
• Tuition Reimbursement, Student Loan Repayment and Training & Certification Support
• Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management)
• Caregiver and Mental Health Support Services

ADDITIONAL

• At this time, Genworth will not sponsor a new applicant for employment authorization for this position.

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day.

We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.

Our four values guide our strategy, our decisions, and our interactions:

• Make it human. We care about the people that make up our customers, colleagues, and communities.

• Make it about others. We do what's best for our customers and collaborate to drive progress.

• Make it happen. We work with intention toward a common purpose and forge ways forward together.

• Make it better. We create fulfilling purpose-driven careers by learning from the world and each other.

 

POSITION TITLE
Care Management Team Manager - LTC Claims

POSITION LOCATION
This position is available to Virginia residents as Richmond or Lynchburg, Virginia in-office applicants or remote applicants residing in states/locations under Eastern or Central Standard Time: Alabama, Arkansas, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington DC, Vermont, West Virginia or Wisconsin.

YOUR ROLE
As an Operations team member, you’ll play a crucial role in delivering world class customer service and capabilities to our policyholders—now and in the future. The Care Management Team Manager will have the exciting opportunity to strategically expand and advance Claims’ existing Care and Case Management teams, partnering with our Chief Medical Officer and other external parties. The Care Management Team Manager will lead a small team of both clinical and adjudication associates who will handle or review specific types of on/ post claims. This position will promote the provision of evidence-based, short-term case management services to long-term care insurance policyholders who have a high probability of recovering from a functional or cognitive loss.

What you will be doing

• Drive individual and team accountability, motivate, and manage the team to meet and exceed service goals to increase productivity, resulting in quality efficient service provision. Manage internal and external customer escalations, ensuring appropriate follow up. Develop Standard Operating Procedures and identify tracking methodologies.

• Communicate effectively with employees to provide coaching and feedback, identify development opportunities pertaining to personal and professional growth, and reinforce positive results, taking corrective action as necessary. Facilitate meetings to review complex claims and ensure appropriate risk management.

• You will work independently, in a team environment, and will manage and prioritize a work queue and multiple job responsibilities. You will identify process improvement opportunities, provide feedback on processes and the case management model, as well as be a critical team member in enhancing the team’s performance and results.

• Function as a liaison between the Care Management team and other Claims departments or Genworth departments who would benefit from partnership. Departments may include Intake, Payments, Customer Service, Government Relations, Legal/Compliance, and vendors.

• Develop and maintain partnerships with training, quality, compliance, legal, and other areas to reinforce system, departmental, and administrative procedures. Promote a sense of teamwork within the team and company. Work with leadership to understand business strategy, direction, tactical and strategic requirements and recommend process improvements as appropriate.

What you bring

• Bachelor’s degree

• Ability to understand and Interpret Insurance Contracts and Long-Term Care Benefits.

• A minimum of 5 years of supervised case management experience with older adults and their families (hospital, nursing home, or community placements).

• Work effectively in a team environment or independently. Professional and personal effectiveness in establishing relationships with customers, care providers, discharge planners, vendors, peers and Claims associates.

• Able to effectively motivate individuals with post-operative musculoskeletal, neurological and general acute problems and communicate and execute appropriate Plans of Care.

• Able to understand disease progression and recovery expectations. Understanding of single and cumulative medical conditions (particularly those common in the aging process), including their effect on physical/cognitive function, as well as their prognosis and rehabilitative potential.

Employee Benefits & Well-Being

Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives.

• Competitive Compensation & Total Rewards Incentives

• Comprehensive Healthcare Coverage

• Multiple 401(k) Savings Plan Options

• Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!)

• Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave

• Disability, Life, and Long Term Care Insurance

• Tuition Reimbursement, Student Loan Repayment and Training & Certification Support

• Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management)

• Caregiver and Mental Health Support Services

ADDITIONAL
The base salary pay range for this role starts at a minimum rate of $56,500 up to the maximum of $104,800. In addition to your base salary, you will also be eligible to participate in an incentive plan. The incentive plan is based on performance and the target earning opportunity is 7% of your base compensation.  The final determination on base pay for this position will be based on multiple factors at the time of this job posting including but not limited to geographic location, experience, and qualifications to ensure pay equity within the organization.

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day. 

We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.

Our four values guide our strategy, our decisions, and our interactions:

• Make it human. We care about the people that make up our customers, colleagues, and communities.
• Make it about others. We do what’s best for our customers and collaborate to drive progress. 
• Make it happen. We work with intention toward a common purpose and forge ways forward together. 
• Make it better. We create fulfilling purpose-driven careers by learning from the world and each other.

POSITION TITLE

Senior Finance Manager

    

POSITION LOCATION

Richmond, VA (hybrid work schedule)

    

YOUR ROLE

Genworth is seeking a Finance Manager in a new role on our Long Term Care (LTC) team. You will own and drive high visibility analysis critical to maintaining self-sustainability of the legacy life insurance companies. The role offers the opportunity to work in a high exposure, fast paced environment with high exposure to senior leadership.

What you will be doing

• Responsible for monitoring self-sustainability progress and communication throughout the organization
• Play a critical role in coordinating various workstreams supporting self-sustainability
• Maintain self-sustainability dashboard and present to senior executives
• Perform cash flow analysis and develop messaging by working with cross-functional groups
• Support strategic business initiatives, special projections, internal and external communication and inquiries
• Serve as liaison between FP&A and LTC business for multi-year planning process.  Support connectivity between financial performance and business goals. 
• Assist in a culture of continuous improvement, eliminate non-value-added activities and deliver business impact/results by identifying innovative solutions
• Support additional process improvement and cross functional initiatives as needed
• Work collaboratively and efficiently with various business functions

What you bring

• Bachelor’s degree in Finance, Accounting or related field
• 7+ years of Finance, Accounting or investment analysis experience
• Very strong analytical and problem-solving skills with a demonstrated ability to learn new concepts quickly and complete multiple assignments with high degrees of quality
• Strong comprehension of financial reports/metrics including deep understanding of income statement, balance sheet and cash flow analysis
• Ability to influence, gain consensus, foster support and work collaboratively within a team
• Ability to design and implement solutions while successfully managing change with process owners up to and including members of the CEO’s senior leadership team
• Results focused, proactive in nature, thrives in a fast-paced environment with ability to manage multiple and changing priorities
• Accelerated PC Skills including MS Office

Nice to have

• Advanced degree in finance or management
• Insurance industry knowledge, particularly life insurance or long-term care insurance
• Project management experience

Employee Benefits & Well-Being

Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives.

• Competitive Compensation & Total Rewards Incentives
• Comprehensive Healthcare Coverage
• Multiple 401(k) Savings Plan Options
• Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!)
• Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave
• Disability, Life, and Long Term Care Insurance
• Tuition Reimbursement,  Student Loan Repayment and Training & Certification Support
• Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management)
• Caregiver and Mental Health Support Services

ADDITIONAL

• At this time, Genworth will not sponsor a new applicant for employment authorization for this position.

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 manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Sr. Financial Advisor/ Sr Financial Services Specialist - IIROC in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. 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. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.

• Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, create 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 engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.

• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

• You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.

• You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.

• You’re a certified professional (IIROC). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire.

• 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).

• You’re a certified professional (IIROC - Ontario). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire. You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).

• 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

Richmond Plaza

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Relationship Management, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

03/23/2024

Address:

8180 No 2 Road, Unit 192

Retail Banking Sales & Service

Fluency in English (Must) and Chinese languages (asset)

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.

$37,500.00 - $69,500.00

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.

04/29/2024

Address:

5300 No. 3 Road, Unit 322

Retail Banking Sales & Service

Boldly Grow the Good and Be a part of BMO's excellent Personal Banker team where you will be provided with an online and in-person training program that you can apply along with your own sales and customer service experiences to deliver exceptional service to BMO's existing and prospective customers. This is a chance to accelerate your career and live in the top 10 most desirable places in the world with world-class nature/city, a thriving economy, and a bounty of opportunities balanced with a comfortable, relaxed lifestyle.

Join a buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch recognition! This team also cares about you and your development which means you can pave the way to drive your skills, learning and career growth with BMO.

We are growing and hiring for multiple locations throughout the Lower Mainland.

Secondary language fluency in Mandarin, Cantonese, Farsi, Punjabi, Hindi, Tagalog, Korean, or French are strong assets, not mandatory.

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.

$37,500.00 - $69,500.00

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.

Job Description:

Brown University, in collaboration with Care New England and Lifespan, two local, academic health system affiliates, established the Brown Innovation and Research Collaborative for Health (BIRCH) in October 2022 through the execution of the Aligned Research Collaboration Agreement. BIRCH, is a Brown-based team of research professionals, services and support structures that will manage the collective portfolio of the Brown University Division of Biology and Medicine, Care New England, and Lifespan, representing over $200M in research (FY23). As a strategic priority of the University, establishing, operationalizing, and managing BIRCH is a high-visibility and extremely complex University-wide initiative.

Reporting directly to the Chief Administrative Officer, the Director will manage the workload of eight FTEs in the BIRCH Finance Office and will closely collaborate on the management of a dedicated post-award team, including an Assistant Director, in the Office of Sponsored Projects; the post-award team handles financial compliance and cash management for the BIRCH portfolio.  The Director is responsible for the financial management of BIRCH and overseeing and reporting on the impact to all three organizations, over time. Annually, the Director prepares the BIRCH operational budget, and periodically performs reconciliations and projections for the ongoing financial performance of BIRCH. The team of eight support department-based grants management teams with financial oversight reporting, and research compliance expertise.

Leveraging their skillset and expertise, the Director independently leads projects supporting cross-functional teams within BIRCH including the Animal Care Office, Research Infrastructure Office, Clinical Research Office, and the Office of Innovation and Support. The Director also partners with Finance leaders outside of BIRCH, (including the Controller’s Office, Treasury, the Office of Financial Strategy and Planning, BioMed Finance, BioMed Planning and Analytics, and the Workday Team), and hospital-based finance offices external to Brown. For any projects assigned, the Director works with the functional owner(s) to develop an agreed-upon scope of work, project plan, and timeline for deliverables.  The Director partners with project stakeholders on critical strategic / financial questions that require thoughtful problem-structuring and analytic capability, and developing an understanding of the operating challenges faced by departments, as well as preparing ad-hoc financial and accounting analysis as requested.  The expectation is that each project assigned is delivered in a timely manner and consistent with the prescribed scope.

The Director will work closely with the Chief Financial Officers and their leadership teams across all three organizations. The Director will also support the Chair of the BIRCH Finance Committee (currently the Brown CFO) supporting and implementing the Finance Committee BIRCH goals and strategic priorities. The Director works closely with internal and external finance leaders to establish priorities to advance BIRCH financial planning processes and the services provided to the research community, while ensuring the budget and supporting processes support the BIRCH missions and priorities.

QUALIFICATIONS

Education and Experience

• Bachelor’s degree required; Master’s degree in business or finance or a related field and/or other professional certifications in business preferred.

• A minimum of 10 years of experience in research finance, budgeting and/or financial management, ideally in a university, academic medical center, or hospital environment. Alternatively, leadership experience within a highly matrixed, decentralized non-profit, corporate or government setting with a number of business lines within an externally regulated environment.

• Supervisory experience strongly preferred.

• Change management experience strongly preferred.

Job Competencies

• Excellent communication and interpersonal skills.

• Strong technical skills, including MS Office. Workday and Adaptive Insights experience preferred.

• Possesses a willingness and ability to support a diverse and inclusive campus community 

Education and criminal background check required.

Recruiting Start Date:

2024-02-14

Job Posting Title:

Finance Director, BIRCH

Department:

BioMed Research Administration

Grade:

Grade 13

Worker Type:

Employee

Worker Sub-Type:

Regular

Time Type:

Full time

Scheduled Weekly Hours:

37.5

Position Work Location:

Hybrid Eligible

Submission Guidelines:

Please note that in order to be considered an applicant for any staff position at Brown University you must submit an application form for each position for which you believe you are qualified. Applications are not kept on file for future positions. Please include a cover letter and resume with each position application.

Still Have Questions?

If you have any questions you may contact employment@brown.edu.

EEO Statement:

Brown University is an E-Verify Employer.

As an EEO/AA employer, Brown University provides equal opportunity and prohibits discrimination, harassment and retaliation based upon a person’s race, color, religion, sex, age, national or ethnic origin, disability, veteran status, sexual orientation, gender identity, gender expression, or any other characteristic protected under applicable law, and caste, which is protected by our University policies.

(In-House lender to 11,000 real estate agents, plus guaranteed leads)

We are hiring an experienced mortgage originator to work with our 11,000+ in-house real estate agents and receive at least 100 buyer leads per month. This position is for a producing manager that will serve as market leader and receive an override on other loan officers in your market.

We are part of a NASDAQ traded public company that owns a real estate brokerage, mortgage company, title, insurance and real estate technology.

We will connect you directly with active, high producing agents in our sister real estate company. By offering cooperative marketing and lead generation you are able to provide unparalleled value in addition to phenomenal mortgage products and service.

This is a unique opportunity because our real estate company is one of the largest and fastest growing in the United States, but our mortgage company is relatively small and we do not have loan originators in most markets where we have real estate agents. We hire a very limited number of originators per market.  In many markets we have over 100 high producing agents and no loan originators making this among the most attractive opportunities in the industry today.

Because our in-house agents are relying on us to partner them only with exceptional loan originators we have a very strict screening process.  To qualify you must not only be experienced and have a track record with purchase loans, but you must have a winning attitude and stellar product knowledge.  This position is not suitable for new originators or those that only have call center experience on refinances.  If you have an established track record it is our genuine objective to double your production within twelve months.

In addition to working with our affiliated real estate agents, our data driven proprietary software matches you up in real-time with active, high producing non-affiliated agents that are either nearby you, or that have listings in a particular niche that you specialize in.

You’ll be partnered with a pod of ten to twenty team agents, each of which typically receive at least ten leads per month; thus ensuring you’ll receive 100-200 leads each month.

Working with our in-house and team agents is just the start.  Our typical loan officers receive 48% of their loan volume for in-house referrals and originate about half of their business through outside sources.  

Our proprietary technology platform works equally well to drive introductions to outside agents and further cement that relationship through our lead generation system.  You provide exceptional value to your partner agents through lead generation and exceptional service and knowledge.

Naturally, you should have your own established referral sources that you should continue to nurture, but with our in-house agents and company leads we hope to double your production.

We are a national company and support the flexibility for our loan originators to work from home using our best in class technology stack as do most real estate agents.  

Unique Selling Points:

• Our lead generation is crafted for conversion.  Using AI and big data we deliver our partner real estate agents and loan officers actionable data on quality leads.
• Our sister real estate brokerage is ranked as one of the fastest growing in the United States.
• Most markets have 100+ agents and no local mortgage originators.
• Lead generation for both in-house agents and outside agents.
• AI powered CRM identifies most active prospects.
• In-house processing and underwriting.
• Flexibility to work remotely from anywhere.
• No nickel and diming you—we provide the LOS software, CRM, credit reports, scenario desk, lock desk, introductions to agents and lead generation.

• NMLS license (if exempt, but obtain NMLS license)
• Proven track record in originating purchase loans, with at least 3 years of experience and $6 million minimum in the last year.
• Excellent communication skills, both verbal and written.
• Eagerness to engage with company-provided leads.
• Regular use of video conferencing tools.
• Proficiency in technical tools (Microsoft/Google Suite, CRM systems).

Responsibilities:

• Engage with our in-house real estate agent team, providing training on loan programs.
• Offer prompt and expert responses to referrals from Realtors and builders.
• Efficiently handle incoming leads and maintain close collaboration with our agents.
• Fully utilize and update the company CRM system.
• Offer consultative mortgage options, pre-qualify borrowers, and handle all aspects of loan application and documentation.

Keep all transaction stakeholders informed about the status.

• A steady stream of agent introductions and 100’s of leads.
• Commission-based role with immediate origination opportunities.
• 401(K) plan, health, dental, and vision benefits.
• Highly competitive commissions.
• Override on loan officers in your market that are on our team.
• Competitive rates and fees due to lower overhead and operating margins.

03/27/2024

Address:

11000 No 5 Road

Retail Banking Sales & Service

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

• 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 internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
• Oversees the implementation and delivery of business development strategies and sales initiatives.
• Enhances presence in the marketplace by collaborating with internal and external stakeholders to create integrated business development strategies.
• Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
• Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
• Supports the achievement of sales and performance targets.
• Ensures the execution of relationship management activities to deliver exceptional customer experiences.
• Resolves or escalates issues to meet customer expectations in a timely manner.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• May network with industry contacts to gain competitive insights and best practices.
• Helps determine business priorities and best sequence for execution of business / group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Monitors and tracks performance, and addresses any issues.
• Executes change management plans effectively to ensure focus on delivering business results.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
• Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
• Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
• May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
• Builds effective relationships with internal/external stakeholders.
• 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 between 7-10 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• CFP designation preferred or one of the following:
• Personal Financial Planner (PFP) designation,
• Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
• Financial Planning I & II (FP I & II).
• Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
• Expert business development experience with successful track record.
• 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

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.

03/29/2024

Address:

550 Highway #7 East

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.

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
• 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 standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• A focus on delivering a personal experience to customers.
• 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.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

$32,600.00 - $44,000.00

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.

03/23/2024

Address:

3880, No 3 Road, Unit 100

Retail Banking Sales & Service

Fluency in English, Mandarin and Cantonese are most preferred

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.

$37,500.00 - $69,500.00

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.

Job Description:

Responsible for building and leading a team to deliver technology products and services that meet business outcomes. Ensures people development through coaching, mentoring, feedback, and hands-on career development. Develops a technology strategy and ensures technology solutions comply with applicable standards. This role advocates and advances modern, Agile solution delivery practices and evangelizes great design, engineering and organizational practices. Accountable for team/program level resource and financial management; builds and maintains teams through talent acquisition. Sets maturity objectives and enables individuals/teams to with training & resources to achieve them. Sets and tracks quality and performance objectives. Facilitates performance and career development of individuals through performance reviews, coaching, and building individual development plans that are needed to develop competencies and skills. Understands individual and team maturity and performance through team/client feedback. Manages relationships with the business and technology leaders, and vendors for technical products. Accountable for solution delivery management as relevant to their teams e.g. prioritizing tech debt, compliance and security items, and supporting audits. Accountable to ensure all relevant risk, financial, and compliance polices and standards are met. Accountable for the application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews). Creates the technology strategy for their technical domain. Ensures that execution is aligned with product strategy by working with Product Management, Product Owners, and other stakeholders. Creates an inclusive and healthy working environment, and helps to resolve organizational impediments/blockers. Leads and creates followership in Communities of Practice in the organization. Manages a team.

About Us:

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:

The Network Service Assurance organization manages, tracks, and reports risk for the Network infrastructure as well as performance across the products and services provided. Service Assurance also manages, measures, and reports on critical Network Services processes, procedures, controls and metrics to ensuring adherence to the Bank of America risk framework.

This role includes assurance over the Network landscape as it relates to asset management, lifecycle, and currency management, as well as configuration and drift management. As a Senior Manager over this space, you will be responsible for all aspects of risk management including issue and audit management, procedure execution, process and control management, escalation and reporting. Your duties also include identification of opportunities, continuous improvement, and driving transformation for your relevant areas. To achieve this, you will partner with Service Management, Product Owners, Product Cabinets, Lines of Defense and Senior Stakeholders. As a bridge between the Network Services organization and the Technology wide processes for Service Asset and Configuration Management process as well as the End-of-Life process, you will have a conceptual understanding of network technologies and an appreciation of how process and controls should be applied to a technology domain.

Key Responsibilities:

• Owner of network service assets, federated work procedures as well as controls.
• Establish inventory of federated processes and develop review pipeline to interrogate process and control performance.
• Risk management execution across all Networks teams which includes building a sustainable risk culture and program, managing metrics, and providing transparency.
• Communicate and escalate pipeline output, partner with key stakeholders to ensure remediation.
• Represent processes(s) within network services and to external consumers and stakeholders, e.g., Global Information Security, Finance, Internal Audit / Control Partners, Lines of Business.
• Lead the implementation of automated work procedures, automated/semi-automated controls, and automated collation of data/reporting and associated insights.
• Guide and advise the product lines, enabling productivity and velocity, while influencing adherence to requirements as well as maturity in the associated process areas.
• Assist and support internal compliance audits, representing network technology.
• Assist with evidence collection, report findings and validation of issue remediation.
• Articulate strategy, roadmap, and impact/implications to the Network Services organization on behalf of the processes you represent.
• Provide support to continuous process improvement initiatives related to operational efficiencies, team effectiveness and new value-add capabilities.

Required Skills:

• 5+ years’ work experience with process and control management, with close familiarity with ITIL / COBIT or similar authoritative sources. Preferably specializing in Asset, Lifecycle, and/or Configuration management
• 5+ years' of risk management experience in Infrastructure Technology organization, with knowledge over risk assessment techniques, adherence monitoring capability, and risk mitigation methods
• Strong leadership skills and ability to influence and drive cross-functional teams to drive consensus and deliver successful outcomes
• Exceptional communication and collaboration skills, with the ability to effectively engage with stakeholders at all levels, both internally and externally
• Experienced in identifying opportunities for process/procedure simplification, as well as constructing business cases for process automation and control automation

Desired Skills:

• Proven ability to develop complex ideas into well-structured broad functional objectives and strategies for the organization
• Have led and directed a significant geographic or functional infrastructure function and associated processes in a large, complex, multi-vendor enterprise environment
• Excellent analytical and critical thinking skills, with the ability to analyze complex data, identify patterns, and make data-driven decisions
• Familiarity with design thinking principles, lean and agile delivery not limited to application of such with software development
• Experience in an Agile managed organization using products such as Jira, Kanban, Confluence and Horizon
• Conceptual understanding of network technologies, protocols, and architectures, including TCP/IP, routing, and switching
• Elevated level of diligence, ability to self-start and adapt to a fast-paced environment with multiple deliverables
• Experienced in a testing environment
• Intellectual curiosity

Shift:

1st shift (United States of America)

Hours Per Week: 

40