We are seeking to appoint an enthusiastic adaptable candidate to the role of Endoscopy Performance Administrator to give a high level of administrative support within the Endoscopy Department .

Apprenticeships are designed to give talented people an opportunity to gain a nationally recognized qualification while completing on the job training. You will be supported to learn and develop the knowledge, skills, and behaviours you need to perform in the job role. You will also have study time allocated within your working hours to gain your qualification.



For this role you will undertake a 22-month development programme as a Business Administrator within Endoscopy through work-based learning and by attending regular training sessions. Successfully completing the training programme will lead to anAdvanced Apprenticeship Level 3.



This position is offered as a fixed term contract with the opportunity to become permanent once the qualification is successfully completed and achieved.



Please note
• Candidates have to have been resident in the UK for at least 3 years at the start of their apprenticeship
• If you already hold a relevant qualification in this subject area ( Business Administration or Business Management ) at Level 3 or a higher level you are not eligible to apply for this apprentice role.


1. Booking in of patients attending Endoscopy including: - Booking all patients onto the
computer system, making sure that all patient details are correct - Providing patients with
the necessary documentation for pre-assessment appointments. - Adding patients to
appropriate Endoscopy waiting lists
2. To aid the nursing staff in relevant non-clinical duties.
3. To undertake a full range of administrative duties to meet service delivery priorities and
commitments. - Filing test results in patient notes - Ensuring notes and referrals are
available for day case procedures - Ensuring notes and referrals are available for preassessment clinic.
4. To respond as appropriate to enquiries from staff, general practices, and general. Provide
non-clinical advice and information to the general public.
5. Ensure adequate stocks of stationery are maintained and any faulty equipment is reported promptly.
6. Follow the policies and procedures of the Endoscopy Department.
7. Making waiting lists and clinic appointments on the Electronic Patient Record System.
8. To collect urgently requested Medical notes.

Planning and Organization
• To report any service or performance shortfalls to the Service Manager and work as part of the team to address and resolve any issues.
Training Responsibilities
• To ensure completion of mandatory training
• To undertake any additional training as required

North Mid is part of North Central London integrated care system – consisting of the NHS and Local authority organisations in Camden, Islington, Barnet, Enfield and Haringey. As with other ICS’s, we are working increasingly closely with partners and indeed many of our financial and performance objectives are measured at this system level. Whilst all organisations remain as standalone, statutory bodies we have an ICS infrastructure for making shared decisions and agreeing shared approaches.

We are proud of our staff and want to ensure their training allows them to provide excellent clinical care. We are also a training unit for medical students from UCL and St George’s University Grenada, and for nursing and midwifery students from Middlesex and City Universities.

Take a tour of our hospitalhere

1. Booking in of patients attending Endoscopy including: - Booking all patients onto the
computer system, making sure that all patient details are correct - Providing patients with
the necessary documentation for pre-assessment appointments. - Adding patients to
appropriate Endoscopy waiting lists
2. To aid the nursing staff in relevant non-clinical duties.
3. To undertake a full range of administrative duties to meet service delivery priorities and
commitments. - Filing test results in patient notes - Ensuring notes and referrals are
available for day case procedures - Ensuring notes and referrals are available for preassessment clinic. - Receiving of internal mail and posting of external mail - Printing of ID
labels.
4. To respond as appropriate to enquiries from staff, general practices, and general. Provide
non-clinical advice and information to the general public.
5. Ensure adequate stocks of stationery are maintained and any faulty equipment is
reported promptly.
6. Follow the policies and procedures of the Endoscopy Department.
7. Making waiting lists and clinic appointments on the Electronic Patient Record System.
8. To collect urgently requested Medical notes.
Financial / Budgetary Management
• Ensure appropriate link worker bookings are made and cancelled if no longer
required
Planning and Organization
• To report any service or performance shortfalls to the Service Manager and work
as part of the team to address and resolve any issues.
Training Responsibilities
• To ensure completion of mandatory training
• To undertake any additional training as required


This advert closes on Thursday 24 Oct 2024

Apprenticeships are designed to give talented people an opportunity to gain a nationally recognized qualification while completing on the job training. You will be supported to learn and develop the knowledge, skills and behaviours you need to perform in the job role. You will also have study time allocated within your working hours to gain your qualification.



For this role you will undertake a 22-month development programme in Business Administration within Accident and Emergency through work-based learning and by attending regular training sessions. Successfully completing the training programme will lead to an Advanced Apprenticeship Level 3.



This position is on a fixed term contract with the opportunity to become permanent once the qualification is successfully completed and achieved.



Apprenticeships require candidates to be resident in the UK for at least 3 years at the start of their apprenticeship.



Please be advised if you already hold a relevant qualification in this area at this level or higher( so in Business Administration or Business Management) you are not eligible to apply for this role.





To manage the administrational support duties for designated medical staff for the emergency department providing an efficient and effective, administrative and secretarial service. The post holder must provide all administration support for all the doctors and consultants and senior management.

To undertake a 22-month development programme in Business Administration within the Accident and Emergency department through work based learning and by attending regular training sessions. Supervision and support will be provided during all tasks, enabling the apprentice to work within the organization to gain experience, confidence and to deliver effective and safe patient focused support, to the designated team.

Successfully completing the training programme will lead to an Intermediate Apprenticeship Level 3 qualification.

Based within a busy office environment the role of an Apprentice is to provide a comprehensive and effective administrative service to support the smooth and efficient running of the department. This will include supporting the A& E team in a full range of admin duties, dealing with telephone and face to face queries in a professional and courteous manner

Responsible for providing a confidential, professional, efficient and responsive administrative support service to the ED Consultants, and Senior Nurses and Senior Team Members within the Emergency Department and contribute to the smooth functioning of the systems underpinning the service.



North Mid is part of North Central London integrated care system – consisting of the NHS and Local authority organisations in Camden, Islington, Barnet, Enfield and Haringey. As with other ICS’s, we are working increasingly closely with partners and indeed many of our financial and performance objectives are measured at this system level. Whilst all organisations remain as standalone, statutory bodies we have an ICS infrastructure for making shared decisions and agreeing shared approaches.

We are proud of our staff and want to ensure their training allows them to provide excellent clinical care. We are also a training unit for medical students from UCL and St George’s University Grenada, and for nursing and midwifery students from Middlesex and City Universities.

Take a tour of our hospitalhere

PERSON SPECIFICATION
Post: Accident and Emergency Administrator Apprentice

Department: Accident and Emergency

ATTRIBUTES/SKILLS

Education andqualifications

Educated to GCSE or equivalent

Level 2 Literacy and Level 2
Numeracy

Skills and abilities

Willingness to learn andcommitted to studies in order to achieve qualifications.
Ability to develop effective working relationships across the
organisation.
Maintain a professional approach: Smart and
presentable.
Ability to communicate effectively and sensitively with
others from a variety of backgrounds, both verbal and written
Ability to prioritise tasks and work without direct supervision
Ability to take and process minutes and action logs in a
timely and competent way Ability to compile accurate records/statistical data in order
to produce and present reports
Good attention to detail for message taking, dealing with
sensitive calls and forwarding to the appropriate team.
An understanding of emergency department standards Demonstrate understanding re the importance of patient
confidentiality and data protection.

Experience Good working knowledge of ITMicrosoft Packages such as
Outlook, Word, Excel and other relevant programmes.

Experience

Secretarial experience/Strong typing skills

Team member with a flexibleapproach to work, willing to adapt to changing situations and work pressures.

Demonstrable ability to meet deadlines

Trust values

To provide cover when requiredby the ED P.A and ED Reception
Staff

ESSENTIAL

Willingness to learn andcommitted to studies in order to achieve qualifications.
Ability to develop effective working relationships across the
organisation.
Maintain a professional approach: Smart and presentable.
Ability to communicate effectively and sensitively with
others from a variety of backgrounds, both verbal and written
Ability to prioritise tasks and work without direct supervision
Ability to take and process minutes and action logs in a timely and competent way .
Ability to compile accurate records/statistical data in order to produce and present reports.
Good attention to detail for message taking, dealing with
sensitive calls and forwarding to the appropriate team.
An understanding of emergency department standards Demonstrate understanding re the importance of patient
confidentiality and data protection.

DESIRABLE

Medical Terminology Working in an NHSenvironment
Minute taking
Using Careflow Very creative andability to design

MEASUREMENT

Application and Interview


This advert closes on Wednesday 18 Sep 2024

PERSON SPECIFICATIONPost: Accident and Emergency Administrator Apprentice Department: Accident and Emergency ATTRIBUTES/SKILLS Education and qualifications Educated to GCSE or equivalent Level 2 Literacy and Level 2Numeracy Skills and abilities Willingness to learn and committed to studies in order to achieve qualifications.Ability to develop effective working relationships across theorganisation.Maintain a professional approach: Smart andpresentable.Ability to communicate effectively and sensitively withothers from a variety of backgrounds, both verbal and writtenAbility to prioritise tasks and work without direct supervisionAbility to take and process minutes and action logs in atimely and competent way Ability to compile accurate records/statistical data in orderto produce and present reportsGood attention to detail for message taking, dealing withsensitive calls and forwarding to the appropriate team.An understanding of emergency department standards Demonstrate understanding re the importance of patientconfidentiality and data protection. Experience Good working knowledge of IT Microsoft Packages such asOutlook, Word, Excel and other relevant programmes. Experience Secretarial experience/Strong typing skills Team member with a flexible approach to work, willing to adapt to changing situations and work pressures. Demonstrable ability to meet deadlines Trust values To provide cover when required by the ED P.A and ED ReceptionStaff ESSENTIAL Willingness to learn and committed to studies in order to achieve qualifications.Ability to develop effective working relationships across theorganisation.Maintain a professional approach: Smart and presentable.Ability to communicate effectively and sensitively withothers from a variety of backgrounds, both verbal and writtenAbility to prioritise tasks and work without direct supervisionAbility to take and process minutes and action logs in a timely and competent way .Ability to compile accurate records/statistical data in order to produce and present reports.Good attention to detail for message taking, dealing withsensitive calls and forwarding to the appropriate team.An understanding of emergency department standards Demonstrate understanding re the importance of patientconfidentiality and data protection. DESIRABLE Medical Terminology Working in an NHS environmentMinute takingUsing Careflow Very creative and ability to design MEASUREMENT Application and Interview

Responsibility for Administration The postholder will proactively support and work with the team admin manager (s) to oversee the teams work and ensure work/tasks are shared, distributed and completed to standard and to deadline. The post holders duty will encompass regular liaison regarding the maintenance of the appointments diary, typing of letters and reports, taking and transcribing minutes at meetings as necessary, organise meetings as requested, including preparation of agendas, telephone liaison as necessary with external agencies and making appointments at the request of the service. The post holder will assist in the maintenance of records, collation photocopying and any duties essential to the comprehensive administrative/ secretarial support service you will provide. To receive information/referrals, both verbally and in writing from patients, GPs, trusted referrers, carers, and staff which require tact and sensitivity. To ensure all messages given verbally, in writing or by telephone are passed on to the correct discipline within reasonable/an agreed timescale. To receive incoming post and emails, collating with previous correspondence before passing to the team. To deal with correspondence on behalf of the team. Photocopying and collating documents as required. To take minutes of meetings, e.g., clinical governance, business meeting etc. To process office stationery and procurement orders/invoices. To maintain accurate records for service users. To undertake any other duties as may reasonably be required of you by the service.

Monday - Friday
Permanent position
Office based
Immediate start
£27,000 per annum
Must have a background within a similar position - finance assistant, finance officer, purchase ledger

Role and Responsibility:

The role of the Purchase Ledger Clerk is to ensure smooth running of our Purchase Ledger. The Purchase Ledger Clerk will also be expected to develop / maintain establish relationships with key stakeholders, while maintaining existing IT based systems and payment processes. The Purchase Ledger Clerk will report directly to the Finance Director

Purpose of the post:

• To ensure the smooth running of the Purchase Ledger
• To actively assist in the day to day running of the Head Office.
• To prepare and monitor the monthly KPIs for the organisation.
• To be the point of contact for internal and external.
• To undertake project work aimed at improving the service offer and making cost savings.

Main duties of the post: Purchase Ledger Clerk

OVERVIEW

• To undertake generic administrative support for the organisation
• To action responsive repairs reports and monitor until complete as and when required.
• To process all utility and Council tax bills liaising with colleagues and the Finance Team to ensure accurate payments are made.
• To Process invoices establishing a system that verifies, checks and then authorises invoices.
• To process all invoices on the manual and electronic systems - complying with all ISO and audit requirements.
• To oversee the management and maintenance of all electronic and manual filing systems.
• To be the organisations 'champion' on the Housing Management IT system.
• To assist in the external audit processes.
• To assist in the preparation of monthly KPIs across a range of operational activities.
• And undertake all other reasonable duties commensurate with the graded.

To work as part of a team alongside other clerical staff within the department and to be part of a wider multidisciplinary team delivering a high-quality service to other staff and patients. Retrieve and process mail, incoming and outgoing telephone calls in accordance with Trust Policies. Provide professional reception cover, updating and correcting current patient details as necessary. Receive patients and visitors to the unit in a professional and friendly manner. Accurately input, retrieve and collate information using departmental and Trust computer systems in a timely way being mindful of data protection at all times. This includes using the system care flow live. To act on care flow live messages and emails which may include requests for reports and or notifications of unexpected findings. Respond promptly and efficiently to routine queries referring queries on to other personnel as appropriate To undertake clerical support e.g. filing, photocopying, typing and retrieval of documentation in line with Trust and departmental procedures.

Referred applicants should not apply directly to this role.

All referred applicants must first be submitted through Workday by a current Loblaw Colleague.

Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our commitment to positively impact the lives of all Canadians, provides our colleagues a range of opportunities and experiences to help Canadians Live Life Well®.

At Wholesale Club, we succeed through collaboration and commitment and set a high bar for ourselves and those around us. Whether you are just starting your career, re-entering the workforce, or looking for a new job, this is where you belong.

Why is this role important
 

Our Store Team Members are inspired doers. They help provide a positive in-store shopping experience by ensuring the store is always ready with available products that meet customer needs to live life well.  Our Clerks inspire our customers through delightful conversation and knowledge of products.

What you’ll do 

• Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs

• Maintain and stock product displays and shelves that meet company standards

• Ensure accurate product scanning and identify inventory needs and assist with ordering

• Setup company-directed promotions and programs

• Keep department areas neat and ensure health and safety standards 

Who you are 

• A team player with an attention for detail

• Driven and able to work independently in a fast-paced environment 

• Resourceful and courteous when resolving customer questions

• Motivated to learn new things 

Experience you bring

Good news! No previous experience is required. We provide you with training to set you up for success!

What you bring 

• Flexibility to work a variety hours which may include days, evenings, and weekends

• Able to move up to 50lbs and in constant mobility for an entire shift

Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to sustainability and social impact is based on three pillars – Environment, Sourcing and Community – and we are constantly looking for ways to demonstrate leadership in these important areas. Our CORE Values – Care, Ownership, Respect and Excellence – guide all our decision-making and come to life through our Blue Culture. We offer our colleagues progressive careers, comprehensive training, flexibility, and other competitive benefits – these are some of the many reasons why we are one of Canada’s Top Employers, Canada’s Best Diversity Employers, Canada’s Greenest Employers & Canada’s Top Employers for Young People.

If you are unsure whether your experience matches every requirement above, we encourage you to apply anyway. We are looking for varied perspectives which include diverse experiences that we can add to our team.

We have a long-standing focus on diversity, equity and inclusion because we know it will make our company a better place to work and shop. We are committed to creating accessible environments for our colleagues, candidates and customers. Requests for accommodation due to a disability (which may be visible or invisible, temporary or permanent) can be made at any stage of application and employment. We encourage candidates to make their accommodation needs known so that we can provide equitable opportunities.  
 
Please Note:
Candidates who are 18 years or older are required to complete a criminal background check. Details will be provided through the application process.

Referred applicants should not apply directly to this role.

All referred applicants must first be submitted through Workday by a current Loblaw Colleague.

Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our commitment to positively impact the lives of all Canadians, provides our colleagues a range of opportunities and experiences to help Canadians Live Life Well®.

At Real Canadian Superstore, we succeed through collaboration and commitment and set a high bar for ourselves and those around us. Whether you are just starting your career, re-entering the workforce, or looking for a new job, this is where you belong. 

Why is this role important
 

Our Store Team Members are inspired doers. They help provide a positive in-store shopping experience by ensuring the store is always ready with available products that meet customer needs to live life well.  Our Clerks inspire our customers through delightful conversation and knowledge of products.

What you’ll do 

• Provide great customer service by ensuring the store shelves are stocked and by responding to customer needs

• Maintain and stock product displays and shelves that meet company standards

• Ensure accurate product scanning and identify inventory needs and assist with ordering

• Setup company-directed promotions and programs

• Keep department areas neat and ensure health and safety standards 

Who you are 

• A team player with an attention for detail

• Driven and able to work independently in a fast-paced environment 

• Resourceful and courteous when resolving customer questions

• Motivated to learn new things 

Experience you bring

Good news! No previous experience is required. We provide you with training to set you up for success!

What you bring 

• Flexibility to work a variety hours which may include days, evenings, and weekends

• Able to move up to 50lbs and in constant mobility for an entire shift

Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to sustainability and social impact is based on three pillars – Environment, Sourcing and Community – and we are constantly looking for ways to demonstrate leadership in these important areas. Our CORE Values – Care, Ownership, Respect and Excellence – guide all our decision-making and come to life through our Blue Culture. We offer our colleagues progressive careers, comprehensive training, flexibility, and other competitive benefits – these are some of the many reasons why we are one of Canada’s Top Employers, Canada’s Best Diversity Employers, Canada’s Greenest Employers & Canada’s Top Employers for Young People.

If you are unsure whether your experience matches every requirement above, we encourage you to apply anyway. We are looking for varied perspectives which include diverse experiences that we can add to our team.

We have a long-standing focus on diversity, equity and inclusion because we know it will make our company a better place to work and shop. We are committed to creating accessible environments for our colleagues, candidates and customers. Requests for accommodation due to a disability (which may be visible or invisible, temporary or permanent) can be made at any stage of application and employment. We encourage candidates to make their accommodation needs known so that we can provide equitable opportunities.  
 
Please Note:
Candidates who are 18 years or older are required to complete a criminal background check. Details will be provided through the application process.

Referred applicants should not apply directly to this role.

All referred applicants must first be submitted through Workday by a current Loblaw Colleague.

Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our commitment to positively impact the lives of all Canadians, provides our colleagues a range of opportunities and experiences to help Canadians Live Life Well®.

At Wholesale Club, we succeed through collaboration and commitment and set a high bar for ourselves and those around us. Whether you are just starting your career, re-entering the workforce, or looking for a new job, this is where you belong.

Why is this role important  

Our Personal Shoppers do just that! They fulfill customer e-commerce orders with efficiency, accuracy, and attention to detail to ensure a personalized shopping experience. 

   

What you’ll do  

• Provide great customer service by assisting with general questions, maintaining a positive environment 
• Shop for customers by accurately filling their orders with quality products   
• Scan products and process customer transactions accurately using debit, credit, cash and gift cards   
• Contact customers to ensure order accuracy or to inquire about product substitutions  

Who you are  

• A team player with an attention for detail  
• Driven and able to work independently in a fast-paced environment   
• Resourceful and courteous when resolving customer questions  
• Motivated to learn new things   

Experience you bring 

• Good news! No previous experience is required. We provide you with training to set you up for success! 

What you bring  

• Flexibility to work a variety of hours which may include days, evenings, nights, and weekends 
• Able to move up to 50lbs and in constant mobility for an entire shift  

Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to sustainability and social impact is based on three pillars – Environment, Sourcing and Community – and we are constantly looking for ways to demonstrate leadership in these important areas. Our CORE Values – Care, Ownership, Respect and Excellence – guide all our decision-making and come to life through our Blue Culture. We offer our colleagues progressive careers, comprehensive training, flexibility, and other competitive benefits – these are some of the many reasons why we are one of Canada’s Top Employers, Canada’s Best Diversity Employers, Canada’s Greenest Employers & Canada’s Top Employers for Young People.

If you are unsure whether your experience matches every requirement above, we encourage you to apply anyway. We are looking for varied perspectives which include diverse experiences that we can add to our team.

We have a long-standing focus on diversity, equity and inclusion because we know it will make our company a better place to work and shop. We are committed to creating accessible environments for our colleagues, candidates and customers. Requests for accommodation due to a disability (which may be visible or invisible, temporary or permanent) can be made at any stage of application and employment. We encourage candidates to make their accommodation needs known so that we can provide equitable opportunities.  
 
Please Note:
Candidates who are 18 years or older are required to complete a criminal background check. Details will be provided through the application process.

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

Put a new spin on your banking career

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

The opportunity

We are looking for a seasoned leader and Personal Lender to play a key role providing leadership, direction, and coaching to the team of CWB Specialists, Personal Lending, who provide credit structuring, credit underwriting, and Banking Centre support for Personal borrowing clients.

The Personal Lending team provides support to CWB Banking Centers nationwide through receipt, underwriting and recommendation of complex Personal Lending applications, including guidance on project viability and loan structure. 

This player-coach role will actively support structuring, alignment, and recommendation of Personal borrowing solutions to the CWB Private Banking team and their clients. This includes extensive knowledge of Personal lending policies, and the ability to analyze, challenge and recommend structuring CWB’s policies within our competitive market position while adhering to Regulator’s risk appetite and guidance. 
 

Areas of focus

Performance leadership & influence.

Leader, player, and coach.

• Drive a high performance, open and contemporary organizational culture that is based on a foundation of CWBFG’s values of People First, Relationships Get Results, Embrace the New, the How Matters and Inclusion has Power.

• Adopt CWBs’ play-to-win leadership with a People First approach. Actively participate in all Talent Management practices inclusive of recruitment, onboarding, weekly one-on-ones, ongoing performance reviews, performance management, coaching, talent development, career design and succession planning to build and retain a high performing team.

• Provide sales coaching to team members to help uncover client needs and recommend tailored lending solutions

Lending Advisement

• Build strong relationships with with all business leaders (Market leads and Personal Banking leaders) and their respective team members to ensure individual and Banking Centre objectives are met with timely and client-focused Personal Lending solutions.

• Actively engage and respond to Private Banking partners to help drive success through effective and timely credit underwriting for highly complex new borrowing opportunities, with the view to be every client’s primary financial partner

• Assist the team in optimizing overall profitability of relationships with new and existing clients based on return guidelines, customer risk profile, total banking relationship, and competitive environment.

• Management of intake process, workflow queue, and workflow distribution for new Personal lending requests

Risk Management

• Responsible to provide guidance to business leaders (Market Leads /Personal Banking Leaders) and other Banking Centre members on the identification and management of risk, provide guidance on early direction / action to proactively find credit solutions.

• Completes necessary due diligence while working with Personal Lending Specialists and partners to establish terms of credit, and produce prudent credit facilities that reflect strong knowledge of CWB policies and procedures

• Actively engage, challenge and respond to Credit Risk Management partners for structuring, alignment, and recommendation of highly complex Personal borrowing solutions while balancing risk and reward in line with CWB’s risk appetite.

• Ensure awareness of changes within the Canadian banking landscape specific to Personal Lending as outlined in the Residential Mortgage Underwriting Policy (RMUP)

• Identify potential risk that can lead to difficulty in repayment or potential default on the loan

• Proper AML/KYC practices and loan portfolio management with focus on loan quality, exposure limits and security requirements.

Core know-how & experience requirements

Professional Knowledge

• Bachelor’s degree in business or related discipline

• Working knowledge of OSFI’s Residential Mortgage Underwriting Policy (RMUP)

• Working understanding of mortgage insurance requirements (CMHC, Genworth)

• Expert knowledge of collateral security and personal lending documentation requirements, including credit policies and knowledge of other FI’s policies, products and processes would be beneficial.
   

Professional Experience

• 10 plus years experience in Personal credit analysis and presentation, supported by well-developed skills in business financial statement analysis and knowledge of effective risk mitigation strategies for Personal credit underwriting

• 5 plus years leadership experience, including direct experience leading high performing sales roles and managing remote teams

• Proven analysis skills in both Business/Commercial and Personal lending across industries through the application of financial statement knowledge & understanding to support Personal credit recommendations.

• Experience with banking and loan origination systems.

Professional Competencies

• A passionate leader who can effectively motivate a team and be a role model for team performance, employee engagement and career progression.

• Deliver effective leadership and coaching to teams responsible for sales, underwriting, and administration of loan portfolios.

• Proven ability to foster and maintain relationships with colleagues across the business & at all levels.

• Very strong influencing and collaboration skills with the ability to work across business units

• Strongly established interpersonal, cooperation and negotiation skills.

• Recognized analytical and problem-solving skills, as well as sound judgement and productivity management.

• Exceptional verbal, written, communication, interpersonal, and organizational skills.

• Ability to maintain a high level of confidentiality.

• Expert knowledge of collateral security and documentation requirements.

• Strong computer and business modeling skills.

Your success is our obsession! And our award-winning culture & benefits back it up.

Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.

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

• Hybrid work environments

• Everyday flexibility

• Generous company-funded health coverage

• Health care spending account

• A flexible wellness program

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

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

• Organization wide coaching services

• Mentorship

• Education support & training programs

#LI-NB1

IND-AB

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

Closing Date:

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

03/18/2024

01/17/2024

Address:

137th Avenue & 66th Street

Retail Banking Sales & Service

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

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

  Qualifications:

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

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.