Executive, Finance Operation, NTU Shared Service – Finance

This position is responsible for providing transactional and administrative support to ensure accurate, effective and efficient operations of Non-Supplier Invoice/Payment Processing. The Executive will carry out accounting tasks that are related to the actual efficient maintenance and processing of the university’s accounts payable and reimbursement transactions. Providing all these services effectively will ensure that municipal finances are accurate and up to date and that vendors and service providers are paid within established time limits.

Service Delivery:

• Verify invoices and payment requests are duly approved and comply with NTU financial policies and procedures.

• Data entry of invoice documents into accounting system.

• Resolve invoice/payment discrepancies and non-compliance cases related to Accounts Payable processing and escalate to NSS Accounts Payable Lead, if necessary.

• Assist with month-end close processes, including accruals and reconciliations.

• Ensure compliance with local tax regulations e.g., withholding tax and accounting standards.

• Monthly WHT filing and submission to IRAS.

Operational Governance and Excellence:

• Follow up balance sheet accounts e.g., WHT Clearing, Advance Payment, AP Aging and etc to ensure aged items are cleared timely and expenditure are accounted correctly.

• Work with Schools, Department and Centre users to ensure suppliers are created with bank details are maintained for facilitating electronic payment.

• Clearing of monthly bank reconciliation on direct debit transaction to ensure all invoices/payment are accounted on timely manner.

• Assist in providing documents and attending queries raised by internal and external auditors on the grant, internal statutory accounts.

• Subject Matter Expert for matters related to Contract for Service (CFS) and Non-Residents Professional Payment.

• Assist in updating SOP documentation on periodically basis to equip new members with requisite knowledge in carrying out AP duties.

• Involve and perform UAT for payment related change request or improvements.

• Conduct regular quality checks and analytics on processed transactions to ensure accuracy and compliance with university standards.

Requirement:

• Diploma/ Degree in Accountancy or equivalent  

• With 1 – 2 years of relevant working experience

• Knowledge of SAP financial system

• Good knowledge of Microsoft office applications

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

The Assistant Manager, Finance is responsible for :

Operational & Service Delivery

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

Relationship Management/Customer Relations

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

Requirements

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

About Working at Commerce 

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

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

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

Compensation Range

About This Job

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

Essential Functions

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

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

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

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

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

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

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

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

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

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

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

  • Annual contribution of $500M to $750M

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

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

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

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

• Goal oriented with well-developed sales skills

• Strong strategic, analytical, and problem-solving skills

• Strong persuasive and negotiation skills

• Ability to structure more complex credit requests

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

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

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

• Basic proficiency with Microsoft Word, Excel and Outlook

Education & Experience

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

• 3+ years of commercial banking experience required

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

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

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

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

#LI-TC1

Time Type:

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Weekly Work Hours

30

Compensation Range

Salary Minimum

FLSA

Position Type

Position Summary

Faculty in Dallas College are expected to perform the duties enumerated in the formal Job Description; to fulfill their responsibilities in accordance with the policies and procedures established by the Dallas College Board of Trustees and outlined in the Dallas College Board Policy Manual; and to comply with both state and federal policy.

Required Knowledge, Skills & Abilities

• The Dallas College System seeks faculty who strive for excellence, are committed to continuous student learning, and demonstrate passion and skill in effective teaching and learning facilitation.

• Such faculty are competent in their discipline and innovative in their approach to learning, and they are committed to personal growth and the on-going assessment and evaluation of their teaching.

• They are committed to effective communication with others and fostering an atmosphere of collegiality.

• Finally, they demonstrate and promote high ethical standards and academic honesty.

Physical Requirements

Normal physical job functions performed within a standard office environment.  Reasonable accommodations may be made to individuals with physical challenges to perform the essential duties and responsibilities.

Minimum Qualifications

• For BKGH and INSR courses- Bachelor's degree in Finance, Banking, or related field or an associate's degree in Finance, Banking or related field and three years of nonteaching, work-related industry experience.

• One year of demonstrated teaching experience required.

• Official transcript will be required. 

*** Will be subject to a criminal background check.  Some positions may be subject to a fingerprint check. ***

Key Responsibilities

Teaching and Learning

• Teach students in assigned classes in accordance with course descriptions and/or learning outcomes, the course syllabus, and institutional policies and procedures

• Provide students with a syllabus that includes required institutional policies, course objectives, materials, and methods of evaluation

• Provide a workload schedule showing teaching and office hours

• Certify student attendance in classes by the established deadlines

• Maintain accurate and complete course records

• Submit final grades by the established deadlines

• Communicate with and provide feedback to students in a timely fashion

• Develop course curriculum and instructional materials (individually or collaboratively)

• Provide effective instruction to facilitate student learning in all classes taught

• Evaluate and assess student learning on a regular basis in all classes taught

• Participate in assessment activities at course, department, college, and district levels to assist students in achieving designated course objectives or learning outcomes

• Use appropriate technologies to enhance classroom or online instruction and to achieve established course objectives or learning outcomes

• Regularly evaluate teaching methods and use data to continually improve instructional strategies

Institutional Service

• Support the mission and goals of the college and the strategic priorities of the Board

• Serve on departmental, college, and/or district committees

• Attend scheduled discipline, department, division, and college meetings

• Participate in the review of curricula and selection of instructional materials within the discipline or department

• Participate in required program reviews and the achievement of departmental goals

• Comply with all required college-level and program-level accreditation standards

• Discuss program, career, or transfer options and other college services with students to support informed academic decisions

• Attend required assembly/convocation and commencement/graduation ceremonies

• Perform other duties mutually agreed upon in consultation with supervisor

Professional Development

• Maintain knowledge and competence in the appropriate academic discipline or workforce field

• Maintain any required professional certification or licensure in the appropriate academic or technical discipline, where appropriate

• Remain current with technological and pedagogical advances that promote continuous improvement of student learning

• Participate in a variety of professional development activities

• Participate in one's own performance review and evaluation

The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by incumbents of this job and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position.  Incumbents may be directed to perform job-related tasks other than those specifically presented in this description. Position requires regular and predictable attendance.

Dallas College is part of an equal opportunity system that provides education and employment opportunities without discrimination on the basis of race, color, religion, national origin, sex, disability, age, sexual orientation, gender identity or gender expression.  Dallas College complies with the Americans with Disabilities and Veterans Act. 

Preferred skills/experience: Strong industry contacts, program development and teaching experience a plus. Candidates should demonstrate (1) a mastery of their specific discipline including an overview of professional work experience as it relates to the essential functions of this position; (2) efforts showing a deep commitment to fostering student success, achievement and persistence; (3) technology competencies including Online Learning Management Systems; (4) exceptional teaching/advising skills; and (5) the use of internal and external resources that prepare students for productive careers.

Assigned campus may be subject to change based on instruction needs and may include both in-person and online course instruction.

Anticipated Fall 2024 start and will close for applications on March 18, 2024.

Applications Deadline

Approved Remote States

1.     Arizona

2.      Florida

3.      Georgia

4.      Idaho

5.      Indiana

6.      Iowa

7.      Maine

8.      Michigan

9.      South Dakota

10.   Texas

11.   South Carolina

12.  North Dakota

13.   Wisconsin

14.   Tennessee

Position Summary: 

The Insurance Billing Specialist’s main focus is to obtain maximum and appropriate reimbursement for Bozeman Health and all related entities,  hospital (HB) and/or professional (PB) claims from third party payers.  Supports the timely development and accurate submission of claims to third party payers to include insurance follow-up related to no response, returned claims, denied claims, or claim edits preventing claim submission, submitting corrected or replacement claims, and combining hospital accounts in accordance with payer billing policies.   Monitor, resolve or escalate payer denials, returned claims, claim edits, correspondence and report payer claim processing behavior to assist with identifying systemic issues that may require process improvement to strengthen the health of the Revenue Cycle as well escalating identified concerns to the HB or PB Supervisor.   Collaborate and coordinate with other Revenue Cycle functions or departments to resolve DNBs, claim edits, denials that are preventing  timely claim submission or appropriate reimbursement.  Prioritizes and completes accounts routed to billing WQs to reduce accounts receivable days and escalates high-dollar accounts or systemic issues to either the HB or PB Billing supervisor for resolution.   

Minimum Qualifications:

• High School Diploma or Equivalent
• One (1) year of general or medical office experience
• Preferred: Epic experience
• Preferred: Completion of program in medical billing degree or certification program
• Preferred: Two (2) years of healthcare hospital and/or professional billing experience

Essential Job Functions:

• Submits timely and accurate claims to primary, secondary, and tertiary insurances for both electronic and paper submission
• Follows up on applicable No Response WQs and Rejected Claims WQs through phone contact or written correspondence to ensure that no account reaches 180 days old from discharge date and still due by insurance, regardless of dollar amount
• Reviews accounts by verifying that reimbursement amounts are appropriate, coordination of refunds, if appropriate, and submitting adjustments for approval when necessary, routes claims for appeal, resubmits claims, or moves balances from insurance responsibility to patient responsibility when appropriate
• Ensures that claims have appropriate information on them for submission to insurance companies or agencies by reviewing claim edit WQs and other prebilling insurance WQs and escalates systemic issues identified to supervisor
• Assists Customer Service with claim processing questions
• Identifies and escalates concerns regarding claim processing to Billing Supervisor

Knowledge, Skills and Abilities

• Demonstrates sound judgment, patience, and maintains a professional demeanor at all times
• Exercises tact, discretion, sensitivity, and maintains confidentiality
• Performs essential job functions successfully in a busy and stressful environment
• Learns current and new computer applications and office equipment utilized at Bozeman Health
• Strong interpersonal, verbal, and written communication skills
• Analyzes, organizes, and prioritizes work while meeting multiple deadlines
• Works varied shifts as scheduled and/or needed

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

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

To learn more about CIBC, please visit CIBC.com

What you'll be doing

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

How you'll succeed

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

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

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

Who you are

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

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

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

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

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

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

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

What CIBC Offers

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

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

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Employment Type

Weekly Hours

Skills

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

• Putting people first and building relationships with intention

• Seeking out and embracing new ideas

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

Role Specifications

12 Month Term Role

The successful candidate must be mobile as this role will support multiple Banking Centre locations in Edmonton (Edmonton Main, 103rd Street, and Sherwood Park).

Put a new spin on your banking career 

The overwhelming majority of our employees say CWB is a Great Place to Work® 

We’re different from the big banks in the way we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.  

Our employees love CWB.  You’ll love it here too. 

The opportunity

The primary focus of the Banking Customer Service Representative is to provide exceptional customer service and be responsible to open products and services for new and existing clients without lending requirements by engaging clients in conversation and explore potential opportunities to provide a full-service solution.

Day-to-day activities

Customer Service. Sales. Financial knowledge sharing. Process & operations. Reporting

• Deliver outstanding customer experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise. Provide full-service solutions for clients with the view to be every client’s primary financial partner. Transforming their banking experience into something memorable, rewarding and financially satisfying. 

• Proactively identifying customer needs to uncover opportunities to be crucial to their financial success through referrals to Account Managers.

• Testing your accuracy and attention to detail with large volumes of transactions, cash handling, inquiries, and interactions.

• Exercising your financial smarts – helping clients understand banking products in a way that promotes enthusiasm and true comprehension.

• Learning and expanding your knowledge in a way that contributes to your branch’s success.

• Spreading positive vibes and collaborating with a team you’re proud to be a part of.

Capabilities that will take you further

• People first approach. You are all about people.  Be it your clients or your colleagues – you like communicating and connecting with others to provide solutions and build real, lasting relationships.

• Business focused. You’re able to see the bigger picture.  Your client focus allows you to anticipate clients’ needs to go beyond expectations and drive opportunities to genuinely help others while growing business.

• Agile. You are energized when faced with ambiguity and can adjust your approach - with people and problems - to respond efficiently and effectively in changing conditions.

• Entrepreneurial. Being accountable and taking ownership of your actions and their results is something you pride yourself on.

• Accurate. You’re very detail oriented.  Accuracy is a practiced skill of yours and doesn’t diminish in a fast-paced, changing environment. 

• Knowledge seeking & growth minded. You’re a self-starter.  You ask questions, are eager to learn and have a real interest in banking and how people spend and use their money. 

• Technologically sound. You’re computer savvy – enough to move around MS Office Suite and other programs with ease.

Foundational knowledge and experience to grow from

Some post-secondary classes and ideally 1 year of customer service experience coupled with a strong desire and commitment to learn and grow a career in the financial sector!

Why work with us?  

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

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

• Hybrid work environments 

• Everyday flexibility 

• Generous company-funded health coverage 

• Health care spending account 

• A flexible wellness program 

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

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

• Organization wide coaching services 

• Mentorship 

• Education support & training programs  

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

#LI-NB1 

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

Closing Date:

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

Where compassion meets innovation and technology and our employees are family.

General Purpose of Job:

The Insurance and claims specialist performs a variety of Risk Management support duties to assist the Risk Management Director and Legal Department with the development and maintenance of the enterprise risk management program in manner that fulfills the mission & strategic goals of the organization. The Specialist will assist with the insurance program and claims management, and provide administrative support to the Risk Department. Briefly describe the job’s primary purpose or contribution to the department or organization.

Essential Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  This job description is not intended to be all-inclusive; employee will perform other reasonably related business duties as assigned by the immediate supervisor and/or hospital administration as required.

Insurance and Claims

• Maintains in-depth knowledge of Driscoll’s insurance programs.

• Assists with maintenance of corporate insurance program and annual renewal process.

• Facilitate and Coordinate certificate and verification of insurance

• Communicate with and maintains loss runs for external insurance brokers, insurers, auditors, actuarial analysts.

• Assists with managing claims and lawsuits and determining appropriate coverage source.

• Facilitate claims history and insurance coverage verifications

• Maintain litigation files and assist with document/evidence review and other information to be used in the preparation of litigation, claims and departmental, facility, executive and/or board reports.

• Process non – reportable small claims

• File and facility claims with insurance carriers

• Facilitate on-site risk and insurance inspections and assessments

Risk Management Responsibilities

• Coordinates periodic in-services for employees and medical staff regarding health care risk management related topics and participate in other special activities, functions and/or events, e.g., education classes, safety fairs, etc.

• Provides administrative support to the Risk Management Director.

• Performs clerical support activities such as scheduling and attending meets, preparing materials for presentations, scheduling appointments, compiling and publishing risk management activities, purchasing and supply requisitioning and composing routine letters and correspondence.

• Review and revise documents and reports as requested.

• Other duties as required.

Education and/or Experience:

• Associate's degree or equivalent from two-year college or technical school; or one year related experience and/or training; or equivalent combination of education and experience, 

• Strong computer skills required (Microsoft Office, Word, Excel, Visio, report writing, including using databases)

Address:

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.

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and 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.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• 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).
• 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.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.
   

  Qualifications:
   

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping 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.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

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.

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

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

To learn more about CIBC, please visit CIBC.com

What you'll be doing

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

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

How you'll succeed

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

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

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

Who you are

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

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

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

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

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

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

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

What CIBC Offers

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

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

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Employment Type

Weekly Hours

Skills

The Investment Banking Intern Analyst NE is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Investment Banking team. The Investment Banking Intern Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

• Collect and analyze company information to assist transactions; including conducting industry research; revising; and organizing financial data
• Analyze financial data and develop financial models including company valuations; discounted cash flow analysis; financing; and comparative analyses
• Create and finalize new business development presentations
• Coordinate tasks with internal and external working teams
• Prepare required internal documentation e.g. control and compliance regulations
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 0-2 years relevant experience
• Commitment to personal growth and career development
• A strong desire to learn and success in team environments
• Knowledge of the global or domestic business landscape is a plus, but not required
• Strong communication, planning, and organizational skills
• Passion for client service and a dedication to deliver the best results on every project
• Desire to develop a deep understanding of the financial industry
• Unquestioned commitment to integrity and ethical decision-making

Education:

• Bachelor's/University degree or equivalent experience

You're the brains behind our work…

You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Citi is looking for Summer Analysts to join the Investment Banking team in NAM. The Investment Banking group provides sector expertise and strategic advisory solutions, including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients.

Citi’s Natural Resources Investment Banking Group hosts two Houston-based franchises: Global Energy and Clean Energy Transition. They are the premier Energy and Clean Energy Transition Investment Banking groups on Wall Street for Mergers & Acquisitions (M&A), Equity Capital Markets (ECM), and Debt Capital Markets (DCM), with a strong presence across the Upstream, Midstream, Oilfield Field Services, Refining and Energy Transition verticals. Citi provides advisory services in M&A transactions, Acquisition & Divestiture (A&D) transactions, Capital Markets offerings (ECM, Leveraged Finance, DCM), and helps clients explore strategic alternatives, amongst a broader suite of offerings. As an analyst, the "generalist" model allows you to gain experience within multiple verticals across both traditional Energy and Energy Transition spaces. You will develop strong modelling skills, work across a variety of transaction teams, and gain a deeper understanding of the global energy and clean energy industries.

We provide you with the knowledge and skills you need to succeed…

We're committed to teaching you the ropes. The 10 week Summer Analyst Program starts in June and begins with a 1 week in-depth training program. While you're in the Summer Analyst role, you're eligible to participate in Citi's mentorship program, which will provide further training and guidance during and after the Program. Top performing Summer Analysts often return to Citi after graduation to work as Full Time Analysts.

Your time here will look something like this…

* Collect and analyze company information to assist transactions; including conducting industry research, revising, and organizing financial data

* Analyze financial data and develop financial models including company valuations, discounted cash flow analysis, financing, and comparative analyses

* Create and finalize new business development presentations

* Coordinate tasks with internal and external working teams

* Prepare required internal documentation e.g. control and compliance regulations.

We want to hear from you if…

You are graduating between December 2025 and June 2026 and have a preferred GPA of 3.5 or above.

Who we think will be a great fit…

A dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow. We are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you.

We'll also be looking for the following:

* Commitment to personal growth and career development

* A strong desire to learn and succeed in team environments

* Knowledge of the global or domestic business landscape is a plus, but not required

* Strong communication, planning, and organizational skills

* Passion for client service and a dedication to deliver the best results on every project

* Desire to develop a deep understanding of the financial industry

* Unquestioned commitment to integrity and ethical decision-making

Annual Salary= $110,000

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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Citi is an equal opportunity and affirmative action employer.

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

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

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

View the EEO Policy Statement.

View the Pay Transparency Posting

[What you will be working on]

You will be part of Ngee Ann Polytechnic Finance team to drive and lead automation and process improvement projects and revamp the Finance intranet.

Your responsibilities will include, but are not limited to, the following:

• Understand and identify opportunities to leverage on analytics and technology to automate/streamline processes.

• Plan, design, and develop automated processes using tools such as VBA, Python, UiPath and  Power Automate.

• Apply critical thinking and problem-solving skills to address challenges that may arise during the planning, implementation, and maintenance of automated systems.

• Plan, design and revamp the Finance intranet. 

• Deliver training and assistance to teams for the adoption of new automated processes and systems.

• Assist in other ad hoc projects and finance duties as assigned.

You may be rotated to other sections in the Finance Office.

[What we are looking for]

• A Bachelor's degree in Computer Science or a related field is required.

• Minimum 3 years of relevant working experience in in Automation, AI, Engineering, or Data-related roles.

• Proficient in Excel, VBA, Outlook Macro, Python/R Studio, UiPath Studio, Power BI.

• Critical thinking and problem-solving skills.

• Positive attitude, continuous learner, self-motivated and meticulous.

• Excellent communication, interpersonal and presentation skills.

• A team player who is able work independently.

• Knowledge of best practices and techniques for implementing automation to streamline finance and administrative processes is an added advantage.