Total 30 Others level Finance / Banking / Insurance job vacancies in Mountlake Terrace, Washington

• Provides project leadership in corporate financial systems related projects. Analyzes the financial impact, cost savings, and improved efficiency and effectiveness of on-going and proposed maintenance and security projects, and presents findings and recommendations.
• Assists in developing procedures, policies, and system solutions and enhancements to accommodate policy or system changes across the Corporation that affect the financial systems or processes and ensures compliance with financial, accounting and information security standards and policies.
• Provides consultation and recommendations to senior management in the evaluation of new or improved financial information systems technology and/or applications software. Researches current or emerging technologies, and determines whether to adopt new releases or updates.
• Leads and conducts functional and technical tests and validations of upgrades, external and internal software releases, DIT mandated testing, disaster recovery, user acceptance testing, contingency planning efforts, enhancements and maintenance for NFE and other financial systems, legacy and external systems that interface with or use NFE data.
• Supports and coordinates financial system interfaces with internal and external applications, batch processing, allocations, and closing processes including, performing activities to open/close accounting periods. Troubleshoots issues and assists with reconciliations and testing to ensure accuracy and timeliness.
• Develops, performs, and maintains reconciliations of processes to ensure that data and reports are accurate. Creates queries and reports for exception and due diligence monitoring of configuration data elements.

Starting at $153,507 Per Year (CG 14)

At the full performance level, major duties include:

• Responsible for student enrollment and slot management for select Corporate University (CU) and Federal Financial Institutions Examinations Council (FFIEC) training courses. Develops and distributes materials describing training programs and solicits estimates of training needs from internal and external training contacts.
• Responds to requests and inquiries, providing training contacts with information on how they can participate in CU training programs and resolving issues. Oversees the work of training technicians and course administrators, monitors and ensures accurate and timely communications and pre-course materials are transmitted to class participants.
• Manages all aspects of the development of the annual training calendar for Corporate University (CU) to include analyzing responses from needs inquiries and applying appropriate guidelines to determine number of sessions of each CU program and timing of those sessions.
• Develops appropriate guidelines regarding setting training calendars, scheduling and organizing classes, slot management, tracking and controlling the availability of classrooms to efficiently and effectively accomplish the training and educational requirements and goals of the FDIC and its Divisions.
• Maintains and analyzes detailed course enrollment data to facilitate slot solicitation and scheduling process, monitor operational efficacy, and identify process improvements.
• Analyzes trends in planning and budgeting for the enrollment curriculum programs and adapts techniques for continuous improvement and effectiveness of Registrar processes and procedures. Organizes and analyzes statistical data to produce reports and recommend changes.

Starting at $109,243 Per Year (CG 12-13)

• Provides advice and counsel to all FDIC Divisions and Offices and senior management officials on specific cases and matters. Provides opinions in adversarial proceedings where legal questions posed are of a complex or sensitive nature.
• Provides Alternative Dispute Resolution (ADR) consultation on specific cases and matters, including contractual, professional liability, commercial, regulatory, liquidation and outside counsel and mediators.
• Designs organizational conflict management systems for all FDIC Divisions and Offices to prevent or manage conflict.
• Researches, monitors and reviews ADR cases, statutes and regulations to keep the FDIC current in its understanding and application of applicable ADR law.
• Designs, delivers, coordinates and evaluates conflict management, ADR, mediation, and negotiation training for all FDIC Divisions and Offices.

Starting at $153,507 Per Year (CG 14)

To undertake clinical and management responsibility for the nurses and recovery workers in Lambeth Community Drug and Alcohol Service and have an operational overview on the day to day running of the service. This will include ensuring the service is safe and effective, delivers on all performance targets and achieves positive outcomes with clients.



The Team Leader will as part of a senior management team oversee the on-going development of recovery focused and evidence based interventions in order to meet the needs of a group of service users with multiple complex physical, psychological and social needs across Lambeth. It is vital that the post holder has effective leadership skills, can implement and manage change, has a proactive approach to communication and is skilled in developing links and maintaining partnership arrangements with other services across the borough, as well as within the Consortium.

Services are provided by a multi-disciplinary team comprising of Consultants, Doctors, Nurses, Psychologists, Recovery Workers, Peer Mentors and Volunteers.

Lambeth Drug and Alcohol Service is part of the South London and Maudsley NHS Foundation Trust (SLaM), within the Addictions Clinical Academic Group. The Trust provides recognised high quality learning and development opportunities as well as offering the chance to be involved in research projects through the Institute of Psychiatry and globally respected Addictions Department.

This is a consortium partnership comprised of We Are With You, Human Kind, Phoenix Futures and the South London and Maudsley NHS Foundation Trust (SLaM) with SLaM being the lead agency in this model. This is a cross borough contract since 1stApril 2010 with shared leadership and specialist roles as well as local core services.

Lambeth Consortium provide an excellent and first class range of drug and alcohol treatment options to residents of Lambeth Borough. Our services are busy and dynamic, with a strong recovery focus. We currently operate 2 sites across Lambeth plus various satellites including in primary care. We in-reach to local hospitals, offer street outreach, and work closely with local stakeholders including social care and mental health. We also have a comprehensive online offer.

Key Responsibilities:
1. To provide strong and decisive leadership and management of all staff within Lambeth. To manage the staff team and all day-to-day issues of the service. To take the lead role in the induction, team building and retention of staff. To deputise at designated times in the absence of the Borough Lead.
2. To ensure regular clinical and line management supervision, appraisal (personal development plans) and teaching of staff across the team to ensure high standard of client care. To identify and support opportunities for staff development and training, and to support this aim use role modelling to motivate and educate the team. To facilitate and manage change whilst maintaining a high quality effective service.
3. To take responsibility for the management of a defined caseload of clients with complex needs and facilitation of groups or other elements of front line service delivery where required. At times to deliver nurse specific interventions such as vaccinations and where appropriately qualified deliver non-medical prescribing within scope of practice and Trust guidelines for alcohol and drug clients attending the service.
4. To ensure service information requirements are met through the production of required statistics and data and ensuring this remains a priority. Ensure timely inputting of information by team members so as to support effective Trust, local commissioning and national reporting requirements.
5. Undertaking of regular audits to ensure that all clinical records/ practice is of a high quality and in line with CAG, Trust, CQC standards and national polices/ guidance such as safeguarding adults and children, PHE recommendations and NICE guidance.
6. To organise, attend and facilitate relevant clinical and service development team meetings as well as specific borough and CAG wide meetings.
7. To actively promote and encourage service user and carer involvement in the service.
8. To draft/ review/ evaluate clinical protocols/ operational procedures as required, to ensure the service is responsive to changes in practice, trends in substance use and legislation.
9. To manage human resources issues to optimum effect including being involved in and leading on staff recruitment and selection process, performance management, sickness management etc. as required.
10. To have knowledge and awareness of expenditure in relation to budget and prescribing costs, identifying and reporting on cost pressures where appropriate.
11. With the Borough Lead's support and direction, identify appropriate areas of development in collaboration with other SLaM/ partnership colleagues. To continually consider how the service could be developed to meet the needs of this client group and review the Service Contract/ emerging strategies as appropriate and make recommendations. To develop and maintain effective links and lines of communication with partnership agencies, Trust departments, commissioners, CCG and other local stakeholders.
12. To ensure effective investigation of complaints and serious untoward incidents in consultation with the Borough Lead/ Consultant Psychiatrist/Psychologist and other appropriate SLaM staff, and to identify systems learning as a result of such investigations and implement changes as appropriate.

Personal Specification:

Qualifications

Essential Requirements

· Registered Nurse with extensive post qualification experience a significant proportion of which has been working with people with substance misuse related problems. (A, I)

· Evidence of post qualification training related to substance use. (A)

· Mentorship qualification (A)



Desirable Requirements

· MSC or Degree level training relevant to care of clients with substance misuse problems. (A)

· NMP qualification (A)

· Management qualification or relevant experience at senior level. (A, I)



Experience

Essential Requirements

· Experience of taking a lead on specific areas and projects within an addictions team (A)

· Experience of working with and managing staff within substance misuse and co-morbid mental health/dual diagnosis problems within the community (I/T)

· Experience of delivering physical healthcare interventions (I/A)

· Management qualification or relevant experience at senior level. (A, I)

· Experience of assessment and casework which meets the needs of adults with substance misuse problems who require community care and an ability to engage a team to implement this in a systematic way (I/T)

· Evidence of a flexible and sensitive approach to care and service provision. (A)

· Experience of taking a lead role in multidisciplinary working (T/A/I)

· Ability to both clinically supervise, line manage and appraise staff. (A, I).

· Experience and skills in delivery of psychosocial therapeutic interventions (A, I)

· Experience of recruitment and selection of staff (A)

· Experience of providing clinical and managerial supervision (A)



Desirable Requirements

· Experience of managing non-clinical staff and other professionals (A)

· Experience of staff performance management (A/I)

· Experience of implementing significant changes in working practices (A/I)

· Experience of project management (A/I)

· Experience of having undertaken audit work (A/I)

Knowledge / Skills

Essential Requirements

· Working knowledge of all relevant legislation associated with care for this client group. (A/I)

· Thorough knowledge of evidence based practice and current perspectives in substance misuse, co morbid and other complex issues. (I/A)

· An understanding of Recovery-led practice and a willingness to promote social inclusion and recovery principles in clinical practice. (A/I)

· Evidence of continuing professional development and training related to substance misuse. (A)

· Knowledge and experience of health required and substance misuse specific data reporting and computer literacy (A. I)

· Ability to present ideas with clarity and in a persuasive and influential style (I/T)

· Ability to communicate effectively both verbally and in writing (A/I/T)

· Ability to negotiate and reach compromises in verbal discussions in a manner which inspires confidence and respect from others (I)

· Ability to build and maintain high standards of communication with a variety of personnel and agencies at all levels (A/I)

· Ability to build and lead effectively, a large multi-skilled, multi-disciplinary team (I)

· Ability to enthuse others, co-ordinate and motivate a team (I)

· Ability to manage conflict effectively (I)

· Ability to effectively manage resources within an allocated budget (A/I)

· Appreciation of the complexities of the clinical management role and the need to balance clinical and non-clinical responsibilities (A/I/T)

· Ability to analyse complex issues/problems, gather relevant information and exercise sound judgement in reaching the most appropriate conclusions (I/T)

· Ability to analyse complex data and use the information to improve performance (A/I/T)

· Understanding of the role and function of other organisations providing services to people with substance misuse problems including mental health problems (I)

· Ability to manage own time effectively and to produce pieces of work on time and to a high standard (I/T)

· Ability to delegate appropriately (I)

· Ability to organise and plan ahead effectively (I/T)

· Ability to manage change effectively (I)

· Full commitment to equal opportunities (I)

· Recognition of own limitations, strengths and weaknesses and an ability to seek advice when necessary (I)

· Ability to gain easily the trust, confidence and respect of service users, their relatives and staff of a variety of levels and disciplines (I)

· Understands the differences between strategic and operational management (I)

· Innovative, creative and a willingness to try something new (I)

· Methodical approach to work with attention to detail (A/I)

· Computer literacy and experience of use of electronic patient record systems or other health-related recording systems (A)



Desirable Requirements

· Proven ability to maintain a balance between strategic and operational management (A/I)

· Ability to work changeable hours/ location at fairly short notice where there is clear and reasonable service need (A/I)

· Advanced computer skills and use of spread sheets (A/I)












This advert closes on Monday 18 Nov 2024

• Coordinates eDiscovery efforts among litigation teams, outside counsel, FDIC IT personnel and other agency stakeholders.
• Provides technical advice in the development, enhancement, and maintenance of eDiscovery support systems (whether on-premises or cloud-based) and related hardware of significance to the storage and recovery of electronically stored information.
• Analyzes and makes recommendations regarding plans for the development, issuance, and implementation of policies that direct the course of eDiscovery litigation support across organizational lines.
• Implements determined necessary upgrades and improvements to existing eDiscovery applications.
• Provides guidance and collaborates with outside litigation support consultants retained to provide technical services to FDIC attorneys during investigations, discovery, trial and regulatory enforcement proceedings.
• Participates in various aspects of contracting, including the development of selection factors for litigation support contracts, cost/benefit analyses for use in evaluating competitive bids, task order development, and performance-based contracting.

Starting at $129,904 Per Year (CG 13)

• Coordinates eDiscovery efforts among litigation teams, outside counsel, FDIC IT personnel and other agency stakeholders.
• Provides technical advice in the development, enhancement, and maintenance of eDiscovery support systems (whether on-premises or cloud-based) and related hardware of significance to the storage and recovery of electronically stored information.
• Analyzes and makes recommendations regarding plans for the development, issuance, and implementation of policies that direct the course of eDiscovery litigation support across organizational lines.
• Implements determined necessary upgrades and improvements to existing eDiscovery applications.
• Provides guidance and collaborates with outside litigation support consultants retained to provide technical services to FDIC attorneys during investigations, discovery, trial and regulatory enforcement proceedings.
• Participates in various aspects of contracting, including the development of selection factors for litigation support contracts, cost/benefit analyses for use in evaluating competitive bids, task order development, and performance-based contracting.

Starting at $129,904 Per Year (CG 13)

• Analyzes legal cases and documents, statutes, regulations, and other legal sources for precedential or analogous information and/or argument.
• Reviews citations to a variety of legal authorities and confirms whether the cited authority supports the stated proposition; conforms often complex legal citations to Bluebook system of citation and court rules; locates and retrieves copies of cited cases and other legal authorities (routine and extraordinary) from various digital sources.
• Performs legal research of substantial variety and complexity in the Section’s specialty area; researches multifaceted legal questions and presents conclusions and summaries of research in written memoranda and oral format.
• Proofreads their own work, as well as the work of others, and identify both substantive and non-substantive errors, create detailed and accurate charts, and accurately compile data from various sources.
• Develops and/or maintains workload tracking and evaluation systems and supporting data for pending matters; prepares evaluative analysis of data and/or statistical information about workload as requested.
• Assists in the development of strategies in connection with FDIC legal matters; develops solutions for knowledge transfer and management practices of the legal support function.

Starting at $91,143 Per Year (CG 11)

At the full performance level, major duties include:

• Evaluates recruitment data, analyzes trends, costs and program effectiveness; and drafts policies, procedures and guidelines related to the recruitment program.
• Provides recommendations on attracting, recruiting and selection of a diverse and highly qualified workforce through effective recruitment planning, sourcing, and use of marketing and communications tools.
• Designs and develops recruitment training, monitors and updates the recruiters’ website, and evaluates nationwide efforts to meet hiring goals.
• Establishes and maintains recruitment networks and alliances with a wide variety of professional, educational and employment communities.

Starting at $91,143 Per Year (CG 11-12)

• Takes the lead on the negotiation and consummation of complex settlements in cases.
• Oversees and/or plans and executes all aspects of assigned litigation.
• Prepares legal briefs, office memoranda, and other documents on complex or sensitive legal and litigation issues, including those involving questions of first impression and with conflicting precedent that require extensive research and analysis.
• Maintains close communication with outside counsel to ensure compliance, consistency and accuracy of substantive and procedural positions and briefs pending before state and federal courts, nationwide, on behalf of or against the FDIC in any capacity.
• Identifies legal issues related to civil and bankruptcy litigation and conducts legal research.
• Responsible for identifying and managing matters related to commercial litigation that arise from the FDIC’s role as receiver, liquidator, or conservator of failed financial institutions.

Starting at $153,507 Per Year (CG 14)

To undertake clinical and management responsibility for the nurses and recovery workers in Lambeth Community Drug and Alcohol Service and have an operational overview on the day to day running of the service. This will include ensuring the service is safe and effective, delivers on all performance targets and achieves positive outcomes with clients.



The Team Leader will as part of a senior management team oversee the on-going development of recovery focused and evidence based interventions in order to meet the needs of a group of service users with multiple complex physical, psychological and social needs across Lambeth. It is vital that the post holder has effective leadership skills, can implement and manage change, has a proactive approach to communication and is skilled in developing links and maintaining partnership arrangements with other services across the borough, as well as within the Consortium.

Services are provided by a multi-disciplinary team comprising of Consultants, Doctors, Nurses, Psychologists, Recovery Workers, Peer Mentors and Volunteers.

Lambeth Drug and Alcohol Service is part of the South London and Maudsley NHS Foundation Trust (SLaM), within the Addictions Clinical Academic Group. The Trust provides recognised high quality learning and development opportunities as well as offering the chance to be involved in research projects through the Institute of Psychiatry and globally respected Addictions Department.

This is a consortium partnership comprised of We Are With You, Human Kind, Phoenix Futures and the South London and Maudsley NHS Foundation Trust (SLaM) with SLaM being the lead agency in this model. This is a cross borough contract since 1stApril 2010 with shared leadership and specialist roles as well as local core services.

Lambeth Consortium provide an excellent and first class range of drug and alcohol treatment options to residents of Lambeth Borough. Our services are busy and dynamic, with a strong recovery focus. We currently operate 2 sites across Lambeth plus various satellites including in primary care. We in-reach to local hospitals, offer street outreach, and work closely with local stakeholders including social care and mental health. We also have a comprehensive online offer.

Key Responsibilities:
1. To provide strong and decisive leadership and management of all staff within Lambeth. To manage the staff team and all day-to-day issues of the service. To take the lead role in the induction, team building and retention of staff. To deputise at designated times in the absence of the Borough Lead.
2. To ensure regular clinical and line management supervision, appraisal (personal development plans) and teaching of staff across the team to ensure high standard of client care. To identify and support opportunities for staff development and training, and to support this aim use role modelling to motivate and educate the team. To facilitate and manage change whilst maintaining a high quality effective service.
3. To take responsibility for the management of a defined caseload of clients with complex needs and facilitation of groups or other elements of front line service delivery where required. At times to deliver nurse specific interventions such as vaccinations and where appropriately qualified deliver non-medical prescribing within scope of practice and Trust guidelines for alcohol and drug clients attending the service.
4. To ensure service information requirements are met through the production of required statistics and data and ensuring this remains a priority. Ensure timely inputting of information by team members so as to support effective Trust, local commissioning and national reporting requirements.
5. Undertaking of regular audits to ensure that all clinical records/ practice is of a high quality and in line with CAG, Trust, CQC standards and national polices/ guidance such as safeguarding adults and children, PHE recommendations and NICE guidance.
6. To organise, attend and facilitate relevant clinical and service development team meetings as well as specific borough and CAG wide meetings.
7. To actively promote and encourage service user and carer involvement in the service.
8. To draft/ review/ evaluate clinical protocols/ operational procedures as required, to ensure the service is responsive to changes in practice, trends in substance use and legislation.
9. To manage human resources issues to optimum effect including being involved in and leading on staff recruitment and selection process, performance management, sickness management etc. as required.
10. To have knowledge and awareness of expenditure in relation to budget and prescribing costs, identifying and reporting on cost pressures where appropriate.
11. With the Borough Lead's support and direction, identify appropriate areas of development in collaboration with other SLaM/ partnership colleagues. To continually consider how the service could be developed to meet the needs of this client group and review the Service Contract/ emerging strategies as appropriate and make recommendations. To develop and maintain effective links and lines of communication with partnership agencies, Trust departments, commissioners, CCG and other local stakeholders.
12. To ensure effective investigation of complaints and serious untoward incidents in consultation with the Borough Lead/ Consultant Psychiatrist/Psychologist and other appropriate SLaM staff, and to identify systems learning as a result of such investigations and implement changes as appropriate.

Personal Specification:

Qualifications

Essential Requirements

· Registered Nurse with extensive post qualification experience a significant proportion of which has been working with people with substance misuse related problems. (A, I)

· Evidence of post qualification training related to substance use. (A)

· Mentorship qualification (A)



Desirable Requirements

· MSC or Degree level training relevant to care of clients with substance misuse problems. (A)

· NMP qualification (A)

· Management qualification or relevant experience at senior level. (A, I)



Experience

Essential Requirements

· Experience of taking a lead on specific areas and projects within an addictions team (A)

· Experience of working with and managing staff within substance misuse and co-morbid mental health/dual diagnosis problems within the community (I/T)

· Experience of delivering physical healthcare interventions (I/A)

· Management qualification or relevant experience at senior level. (A, I)

· Experience of assessment and casework which meets the needs of adults with substance misuse problems who require community care and an ability to engage a team to implement this in a systematic way (I/T)

· Evidence of a flexible and sensitive approach to care and service provision. (A)

· Experience of taking a lead role in multidisciplinary working (T/A/I)

· Ability to both clinically supervise, line manage and appraise staff. (A, I).

· Experience and skills in delivery of psychosocial therapeutic interventions (A, I)

· Experience of recruitment and selection of staff (A)

· Experience of providing clinical and managerial supervision (A)



Desirable Requirements

· Experience of managing non-clinical staff and other professionals (A)

· Experience of staff performance management (A/I)

· Experience of implementing significant changes in working practices (A/I)

· Experience of project management (A/I)

· Experience of having undertaken audit work (A/I)

Knowledge / Skills

Essential Requirements

· Working knowledge of all relevant legislation associated with care for this client group. (A/I)

· Thorough knowledge of evidence based practice and current perspectives in substance misuse, co morbid and other complex issues. (I/A)

· An understanding of Recovery-led practice and a willingness to promote social inclusion and recovery principles in clinical practice. (A/I)

· Evidence of continuing professional development and training related to substance misuse. (A)

· Knowledge and experience of health required and substance misuse specific data reporting and computer literacy (A. I)

· Ability to present ideas with clarity and in a persuasive and influential style (I/T)

· Ability to communicate effectively both verbally and in writing (A/I/T)

· Ability to negotiate and reach compromises in verbal discussions in a manner which inspires confidence and respect from others (I)

· Ability to build and maintain high standards of communication with a variety of personnel and agencies at all levels (A/I)

· Ability to build and lead effectively, a large multi-skilled, multi-disciplinary team (I)

· Ability to enthuse others, co-ordinate and motivate a team (I)

· Ability to manage conflict effectively (I)

· Ability to effectively manage resources within an allocated budget (A/I)

· Appreciation of the complexities of the clinical management role and the need to balance clinical and non-clinical responsibilities (A/I/T)

· Ability to analyse complex issues/problems, gather relevant information and exercise sound judgement in reaching the most appropriate conclusions (I/T)

· Ability to analyse complex data and use the information to improve performance (A/I/T)

· Understanding of the role and function of other organisations providing services to people with substance misuse problems including mental health problems (I)

· Ability to manage own time effectively and to produce pieces of work on time and to a high standard (I/T)

· Ability to delegate appropriately (I)

· Ability to organise and plan ahead effectively (I/T)

· Ability to manage change effectively (I)

· Full commitment to equal opportunities (I)

· Recognition of own limitations, strengths and weaknesses and an ability to seek advice when necessary (I)

· Ability to gain easily the trust, confidence and respect of service users, their relatives and staff of a variety of levels and disciplines (I)

· Understands the differences between strategic and operational management (I)

· Innovative, creative and a willingness to try something new (I)

· Methodical approach to work with attention to detail (A/I)

· Computer literacy and experience of use of electronic patient record systems or other health-related recording systems (A)



Desirable Requirements

· Proven ability to maintain a balance between strategic and operational management (A/I)

· Ability to work changeable hours/ location at fairly short notice where there is clear and reasonable service need (A/I)

· Advanced computer skills and use of spread sheets (A/I)












This advert closes on Thursday 3 Oct 2024

Connect Appointments are seeking a proactive and motivated individual to join our client's team as a Finance Administrator within their Washington site.

What's on offer?

• Monday to Friday
• 07:30 to 16:00 OR 08:00 to 16:30
• £24,000 - 27,000 depending upon experience
• Full training and support to assist you

Working as a Finance Administrator, your duties and responsibilities will include:

• Raising and sending sales invoices and purchase orders
• Collating information for purchase invoices, delivery notes and purchase orders
• Raising and closing down jobs on our "Big Change" job watch system
• Filing, monitoring emails, and answering calls
• Liaising with customers to request uplifts and providing information
• Chasing customer debt
• Backing up the admin department and working with the engineering managers

To be successful within this admin role you will have ideally have previous experience in a similar role, with knowledge and experience of Sage 50.

Do you meet the requirements above?

APPLY NOW or give us a call on 0191 7314 800, we look forward to hearing from you!

Make banking a Fifth Third better®

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

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.

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

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or work experience providing transferrable skills, or, combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

WORKING CONDITIONS:

• Normal office environment.
• Extending viewing of computer screens.
• This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
• Travel outside of the affiliate will be required for various classroom training sessions.

Retail Personal Banker Associate I - Washington Place (Indianapolis)

LOCATION -- Indianapolis, Indiana 46229

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

Job Title

Finance Director - Account Based

Job Description Summary

Reporting to the Chief Financial Officer of C&W Services, the Strategic account finance leader will serve as a key business partner to the Senior Vice Presidents and Vice President, Client Services, to deliver valuable commercial insights across supporting a key strategic C&W Services client. This role will support approximately $350 million of revenue. It will provide the strategic finance framework for decision support, forecasting and the annual plan that will guide more profitable decision making. He or she will be responsible for managing several direct reports on a day-to-day basis.

Job Description

Key Responsibilities

• Oversee development of annual budgets and monthly forecasts for key accounts
• Prepare variance analysis and work with operations to ensure that budgets and forecasts are achieved; identify ways to minimize risks and opportunities to drive top-line growth or improve margin
• Manage both the monthly client and internal closes; ensure all reporting and transactional processing requirements are complete and accurate
• Ability to interpret, structure, and implement contracts to minimize risks and to ensure adherence to contract requirements including billing, AR collections, reporting, and KPIs
• Develop and maintain strong working relationships with client contacts
• Act as an integral part of account senior leadership teams to ensure business decisions are analyzed from a finance perspective prior to implementation
• Work with analytics and other teams to automate reporting and other client requirements
• Team with Commercial Solutions on pricing for rebid and renewal proposals
• Support executive leadership and operations with ad hoc financial analysis
• Support Controllership with annual audit and ad hoc requests
• Oversee and sign off on monthly, quarterly, and annual SOX controls related to Revenue, Accounts Payable, Journal Entries and Balance Sheet Reconciliations
• Authorize Capital Purchases, Vehicle Leases, Ad Hoc Payroll and Master Data changes
• Assist in the preparation of quarterly business review decks including KPIs and various analytical reports
• Coach and educate operations team on financial related topics, policies, and procedures; ; experience presenting to large audiences

• Work with operations, corporate finance, and legal on contractual matters, including audits
• Lead a team, identifying each individual’s strengths, weaknesses and support needs and guide their training and development
• Ensure corporate policies and procedures are adhered to

Requirements

• 10+ years related professional experience – FP&A, Controllership, and/or Operational Finance
• Industry experience – manufacturing, distribution, or professional services preferred
• In-depth knowledge and practical experience with budgeting, forecasting, general accounting, SOX, contract set up, billing, purchase orders, calculation of billable hourly rates, transactional processing, month-end close, capital investments, leases, and variance analysis
• Experience collaborating with customers (internal and external) on all finance matters noted above and as a general business partner; ability to communicate financial concepts to a non-financial audience
• Experienced people leader
• Ability to respond effectively to the most sensitive inquiries or complaints
• Experience developing and enhancing processes and controls; experience improving transactional efficiencies and leveraging of ERP systems (JD Edwards/Oracle ideal but not required)
• Strong analytical and communication skills supported by advanced Excel and PowerPoint skills
• Keen sense of urgency and attention to detail, takes ownership of work, elevated level of customer service, resilient, self-starter, and a has a can-do attitude
• College degree with a major or concentration in finance, accounting, or economics
• Ability to occasionally travel to customer sites to work with site management
• CPA (or equivalent) or MBA ideal but not required

#LI-Remote

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.

The company will not pay less than minimum wage for this role.

C&W Services is an Equal Opportunity / Affirmative​ Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, sexual orientation, gender identity, protected veteran status or any other characteristic protected by law.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.

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 work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

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

How you'll succeed

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

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 know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
• 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

Terrace

Employment Type

Regular

Weekly Hours

37.5

Skills

Digital Literacy, Establishing and Maintaining Interpersonal Relationships (Inactive), Face to Face Customer Service, Influencing Others, Outbound Calls, Proactive Approach, Resolving Conflicts and Negotiating with Others (Inactive), Self Confidence

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 work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it’s answering questions, assisting with transactions, or proactively connecting clients with the right team members, you’ll be the first line of support as clients work towards their financial goals. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

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

How you'll succeed

• Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

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 love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
• 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

Terrace

Employment Type

Regular

Weekly Hours

25

Skills

Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services