Total 139 Others level Finance / Banking / Insurance job vacancies in USA, MD, Lanham (5000 Ellin Rd)

Package Description: At Avery Healthcare we believe in caring for those who care for our residents; we recognise and celebrate our hard-working colleagues, support your career development with a variety of apprenticeships, and provide you with access to a range of leisure and retail discounts. We are now seeking a compassionate, enthusiastic, and dedicated individual to join our friendly, award-winning team as Care Assistant. ABOUT THE ROLE Your focus as Care Assistant will be to deliver high standards of personal care, contributing fully to the care team to ensure continuity of services to residents. Other responsibilities will include: Assisting residents in all their personal hygiene care ensuring optimum independence, dignity and respect of individuals at all times. Recognising and understanding clinical risk areas in residents such as weight loss, pressure sores, risk of falls, sign of infections and escalate any identified risks in a timely manner. Acting courteously towards residents and their visitors, respecting the dignity and individuality of each resident. Practicing safe systems of work across the range of task. ABOUT YOU To be successful in your application, you will live our values of caring, supportive,honest, respectful, and accountable in all that you do. Experience is not required as we are proud to offer a thorough induction and training programme to ensure confidence within your role. Our ideal candidate must: Have the ability to communicate effectively both verbally and in writing. Demonstrate initiative and be respectful towards the residents and other people in the home. Be an efficient worker who can carry reasonable instructions from other team members. Be able to be adaptive and flexible to cover a range of responsibilities at short notice. ABOUT AVERY As one of the largest providers of luxury elderly care homes in the UK, we believe that the later years of our residents' lives should be as enriching as any other. Our vision of creating meaningful lives together is reached by the exceptional care and experience we proudly offer throughout our growing portfolio of over 100 care homes whilst establishing ourselves as the preferred choice for residents and employees. Please note this role will require: A DBS Disclosure check, the cost of which will be met by Avery Healthcare. Proof of eligibility to work in the UK.This advert may be withdrawn prior to the advertised deadline depending on the volume of applications received and business needs.

As an enthusiastic and skilled Psychology graduate, you’ll contribute to two innovative programmes: CAMHS workforce development, focusing on expansion, retention, new roles, and training, and the GM i-THRIVE framework, an exciting system transformation initiative for children and young people’s (CYP) mental health. You'll be supported to use your creativity, knowledge, and research skills to improve CYP outcomes across Greater Manchester.

This hybrid role offers a dynamic opportunity to work on both programmes and engage in clinical work. Three days are dedicated to supporting the programmes, and two days focus on clinical duties.

Key responsibilities include supporting senior colleagues within the GM CAMHS Workforce and THRIVE Transformation Programme teams. You'll liaise with community agencies, manage data entry, assist with psychological assessments, and contribute to project tasks under supervision. Participation in team activities and broader programme support is essential.

A critical part of the role involves assisting with workforce training, including digital content creation (e.g., on WordPress). You’ll also contribute to marketing CAMHS initiatives, evaluating programmes, developing systems, analyzing data, and presenting insights to the Workforce Transformation Programme team and stakeholders.

You'll work under the supervision of a Senior Clinical colleague and receive appropriate training for clinical and other duties.



A good knowledge of current national policy around Child and Adolescent Mental Health

A good knowledge of psychological principles in relation to childhood development and mental health

Experience in working with children, adolescents and/or adults with mental health problems.

Experience in using computer software packages – SPSS, Microsoft Word, Access, Excel and WordPress

Experience of descriptive statistical analysis

Ability to handle search through complex data sources including case notes

Able to work to tight deadlines

Ability to work with people from different backgrounds and of different ages

Good communication and social skills (oral and written)

Ability to establish effective relationships with children and adults

Ability to work with people from different background and of different ages

Exceptional written communication skills.

Good organisational and time management skills including the ability to prioritise work according to fixed time-scales

Ability to work collaboratively with staff across CAMHS

MFT is one of the largest NHS Trust In England with a turnover of £2.8bn & is on a different scale than most other NHS Trusts. We’re creating an exceptional integrated health & social care system for the 1 million patients who rely on our services every year.

Bringing together 10 hospitals & community services from across Manchester, Trafford & beyond, we champion collaborative working & transformation, encouraging our 28,000 workforce to pursue their most ambitious goals. We set standards that other Trusts seek to emulate so you’ll benefit from a scale of opportunity that is nothing short of extraordinary.

We’ve also created a digitally enabled organisation to improve clinical quality, patient & staff experience, operational effectiveness & driving research, and innovation through the introduction of Hive; our Electronic Patient Record system which launched in September 2022.

We’re proud to be a major academic Research Centre & Education provider, providing you with a robust infrastructure to encourage and facilitate high-quality research programmes. What’s more, we’re excited to be embarking on our Green Plan which sets out how MFT continues to play its part in making healthcare more sustainable.

At MFT, we create and foster a culture of inclusion and belonging, provide equal opportunities for career development that are fair, open, and transparent, protecting your health and wellbeing and shaping the future of our organisation together.

To find out more about the key responsibilities and the specific skills and experience you’ll need, take a look at the Job Description & Person Specification attachments under the ‘Supporting Documents’ heading. So that you’re even more equipped to make an informed decision to apply to us, you’ll need to take time to read the ‘Candidate Essentials Guide’that sits with the Job Description and Person Specification. This document provides you with details about the Trust, our benefits and outlines how ‘we care for you as you care for others’. Most importantly, it also contains critical information you’ll need to be aware of before you submit an application form.

Diversity Matters

MFT is committed to promoting equality of opportunity, celebrating and valuing diversity and eliminating any form of unlawful discrimination across our workforce, ensuring our people are truly representative of the communities we serve. All individuals regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex and sexual orientation are encouraged to apply for this post. As an inclusive employer, we are here to support you. If you have any special requirements to help you with your application, email our team atresourcing@mft.nhs.uk.

We’re looking forward to hearing from you!




This advert closes on Monday 11 Nov 2024

Proud member of the Disability Confident employer scheme

Package Description: Shift Details: hours may vary; bank contract At Avery Healthcare, we believe in caring for those who care for our residents.We recognise and celebrate our hard-working colleagues,supportingyour career development witha variety of apprenticeships, and provide you with access to a range of leisure and retail discounts. Weare nowseekingacompassionate,enthusiastic,and dedicatedindividualto join ourfriendly, award-winning team asaHousekeeping Assistant. ABOUT THE ROLE Your focus as Housekeeping Assistant will be to work as part of a team, ensuring that all standards of cleanliness and laundry are maintained in the home.You will operate according to our standard operating procedures for housekeeping and laundry, ensuring that hotel service standards are maintained. Other responsibilitieswillinclude: Carrying out all cleaning dutiesin accordance withworksheetinstructions. Understanding the cleaning requirements of different surfaces and coverings and the properties of cleaning materials,ensuringthat all areas are well presented andmaintainedin good condition. Ensuring that all residents are treated with dignity and respect and that their personal space and belongings are always respected. . ABOUT YOU To succeed in your application, you will live our values of caring,supportive,honest, respectful and accountable in all you do. Our ideal candidatemusthave: Knowledge of Health and Safety, particularly Moving and Handling techniques, Fire Safety and COSHH assessments. Experience of cleaning laundry in a public setting. Demonstrate compassion and commitment to the delivery of high-quality housekeeping/laundry service to residents. The ability to be adaptive and flexible to cover a range of responsibilities at short notice. ABOUT AVERY As one of the largestproviders of luxury elderly care homes in the UK, we believe that the later years of our residents' lives should be as enriching as any other. Our vision of creating meaningful livestogether is achieved by the exceptional care and experience we proudly offer throughout our growing portfolio of over 100 care homes while establishing ourselves as the preferred choice forresidents and employees. Please note this role will require: ADBS Disclosure check, the cost of which will be met by Avery Healthcare. Proof of eligibility to work in the UK. This advert may be withdrawn prior to the advertised deadline dependant on volume of applications received and business needs.

Package Description: Shift details: bank contract, hours may vary At Avery Healthcare,we believe in caring for those who care for our residents.We recognise and celebrate our hard-working colleagues, supporting your career development witha variety of apprenticeships, and provide you with access to a range of leisure and retail discounts. We are nowseekingacompassionate,enthusiastic,and dedicatedindividual to join ourfriendly, award-winning team asa Sous Chef. ABOUT THE ROLE Your focus as Sous Chefwill be tosupportthe head chef in leading a culinary team that provides a nutritionally balanced, comprehensive,and high-quality culinary service, which contributes to the overall well-being of the residents and is achieved within budget. Other responsibilitieswillinclude: Preparing modified diets that look appealing and are well-balanced and in accordance with IDDSI guidance. Supervising and directing the work of culinary staff, as directed by the Head Chef, providing instruction and demonstration to unqualified staff on simple food preparation activities. Understanding the principles of safe food handling to ensure that all food preparation undertaken in the kitchen meets the highest hygiene standards. Supporting all culinary team members in fully understanding the Avery Food safety management system. ABOUT YOU To be successful in your application, youmust live our values of caring,support,honesty, respect, and accountabilityin all that you do. Our ideal candidatemust: Holdarelevant catering qualification City & Guilds 706/1 and 706/2 or NVQ or equivalent. Have a minimum of 1 year of catering experience. Demonstrate compassion and commitment to the delivery of high-quality culinary services to residents. Be able to be adaptive and flexible to cover a range of responsibilities at short notice. ABOUT AVERY As one of the largestproviders of luxury elderly care homes in the UK, we believe that the later years of ourresidents' lives should be as enriching as any other. Our vision of creating meaningful livestogether is achieved by the exceptional care and experience we proudly offer throughout ourgrowing portfolio of over 100 care homes while establishing ourselves as the preferred choice forresidents and employees. Please note this role will require: ADBS Disclosure check, the cost of which will be met by Avery Healthcare. Proof of eligibility to work in the UK. This advert may be withdrawn prior to the advertised deadline depending on the volume of applications received and business needs

Cavendish Primary School
KS2 Cover Supervisor
32.5 hours per week, term time only plus 5 days
Permanent
To start ASAP
Band 6 SCP6-11 (actual salary £19,437.28 to £21,523.32)


A new and exciting opportunity has arisen for an experienced KS2 Cover Supervisor to join Cavendish Primary School.

Cavendish Primary School is a two-form entry primary school for children aged 3-11 years, which has an excellent reputation within the local and wider community. With a current Ofsted rating of ‘Good’, Cavendish Primary School exists to prepare and support children for their future, in a happy, healthy and safe environment. We want all our children to enjoy learning and to have the highest expectations of themselves. Our school is about preparing children for their futures and life in modern Bradford, Britain and the wider world.

Cavendish Primary School is part of the Exceed Academies Trust, which currently consists of fourteen academies; ten primary schools, an all-through primary-to-secondary academy, two alternative provision academy and a specialist setting for children/young people who suffer from social, emotional and mental health difficulties. The Trust has an excellent reputation within Bradford and beyond, and an outstanding track record of supporting staff in developing their careers through specialist training lead by the Exceed Teaching School Hub and our Outstanding SCITT.

The successful candidate should be keen to work with children and staff and will give 100% to the school, they will be able to enjoy their work life, whilst leading and inspiring others. The role may involve supporting specific children with additional needs. Candidates must have suitable English, Mathematics and IT skills and will need to provide evidence that they have the skills to do the job. The role of a Cover Supervisor within the school is vital in ensuring high quality teaching and learning and positive outcomes.


The successful candidate will:

• Be prepared to deliver lessons for the year group they are covering.
• Be confident in providing feedback to the class teacher
• Be able to effectively manage behaviour
• Be resourceful, creative and imaginative
• Show initiative

We offer:

• A positive and forward-thinking staff and leadership team
• Enthusiastic pupils who are eager to learn
• Excellent professional development opportunities
• A supportive working environment, where your contribution will be valued
• Well-resourced classrooms and excellent outdoor space.

The essential requirements of this role are:

• GCSE level (or equivalent) English and Mathematic
• Fluency of the English Language at an Advanced Threshold Level
• Having an understanding of how children develop and learn
• Ability to manage workloads and work calmly under pressure
• Excellent interpersonal skills
• Participation in development and training opportunities as they arise


Closing date: Friday 13th September 2024 (noon)

Interview date: Week commencing Monday 16th September 2024

For an informal discussion regarding this opportunity, please contact Jonathan Nixon, Headteacher on 0127 4772175 or office@cavendishprimaryacademy.co.uk. Further details about our school can also be found on our website https://cavendishprimaryacademy.co.uk/

If you are interested in applying for this role, please do so by submitting an online application to office@cavendishprimaryacademy.co.uk

CVs or applications via Indeed will not be accepted.

Exceed Academies Trust is committed to safeguarding and promoting the welfare of children and young people and expects all staff to share this commitment. Shortlisted candidates will be subject to related online content checks, in line with Keeping Children Safe in Education 2023. All appointments are subject to an enhanced DBS check as well as successful completion of a probationary period.

Exceed Academies Trust strives to be an employer of choice. We are an inclusive and diverse multi academy trust and ultimately, our aim is to employ a workforce that reflects the communities it serves. We are committed to achieving a balanced workforce at all levels, whilst ensuring that no individual is disadvantaged or treated less favourably. We welcome applications from candidates of all backgrounds, faiths and ethnicities and will ensure a fair recruitment process without discrimination, in compliance with the Equality Act 2010.

Proud member of the Disability Confident employer scheme

Provide visible, high calibre nursing care and support to HMP Wandsworth prison healthcare teams, within a multi-disciplinary framework for adults with learning disabilities, Autism and/or complex needs relating to neuro diversity.

The post holder is to conduct triages, clinical reviews and assessments to formulate person centered care plans and communication aid to assist those with learning needs and Autism. They are to maintain high standards of practice in line with local and trust policies whilst adhering to NICE guidelines.

To offer support to the multi- agency teams regarding those with learning needs and Autism, to attend ward rounds and liaise closely with the mental health teams for joint working and continuity of care.

Post holder will contribute to the development of good clinical practice promoting the clinical and professional development of staff to ensure they provide holistic and evidence-based care for those with learning needs and Autism.

The post holder will also provide deputy management duties within this unit and participate in the overall development of the Service.

Participate in the assessment and treatment of those with learning disabilities and autism entering the establishment and support other nurses to undertake this task.

Promote and develop communication systems which enable staff to work in a person-centered way with service users.

Ensure the provision of evidence based practices in managing challenging behaviors and reducing the health inequalities.

Actively participate in the adoption of a person-centred holistic approach to service user’s assessment and care planning using contemporary models of care. To involve service users with autism and mild/moderate learning disabilities in these processes

Demonstrate evidence based guidance on person centred/holistic assessment, care planning, intervention and evaluation for adults with learning disabilities /autism

Ensure the principles of Valuing People and Transforming Care are embedded in practice along side NHS England guidelines on supporting offenders with learning disabilities and autism in prison.

Ensuring Safeguarding Vulnerable Adults policy is understood and adhered to and that issues are reported appropriately

Demonstrate understanding the importance of developing good practice in issues relating to challenging behaviours and people with neuro diverse conditions.



Oxleas offers a wide range of NHS healthcare services to people in community and secure environment settings. Our services include community health care such as district nursing and speech and language therapy, care for people with learning disabilities and mental health care such as psychiatry, nursing and therapies. Our multidisciplinary teams look after people of all ages and we work in close partnership with other parts of the NHS, local councils and the voluntary sector and through our new provider collaboratives. Our 4,300 members of staff work in many different settings including hospitals, clinics, prisons, secure hospitals, children’s centres, schools and people’s homes.

We have over 125 sites in a variety of locations in the South of England. In London we operate within the Boroughs of Bexley, Bromley Greenwich and into Kent. We manage hospital sites including Queen Mary’s Hospital, Sidcup and Memorial Hospital, Woolwich, as well as the Bracton Centre, our medium secure unit for people with mental health needs. We are the largest NHS provider of prison health services providing healthcare to prisons within Devon, Dorset, Bristol, Wiltshire and Gloucestershire, Kent and South London. We are proud of the care we provide and our people.

Our purpose is to improve lives by providing the best possible care to our patients and their families. This is strengthened by our new values:
• We’re Kind
• We’re Fair
• We Listen
• We Care

IMPORTANT INFORMATION, PLEASE READ:

All applicants must be willing to undertake National Security Vetting in order to work in a Prison Setting. This will be completed as part of the pre-employment checks through Oxleas and the prison vetting team.

You will need to provide:

Proof of right to work documentation

Proof of ID, needs to include 1 photographic ID

Proof of address documentation

Non-UK passport holders will need to have correct documentation (right to work in the UK) and a Home office Share code.

Address History:

5 years address history will be needed.

Applicants that are not UK Passport holders who provide less than 5 years UK address history will need to provide a Police Certificate which must be in English from where they resided previously.

Applicants who are UK Passport holders who have lived abroad for a period of more than six months during the last three years will need to provide a certificate of good conduct or an overseas police check in English from the countries resided in or visited.

In order to assist you in obtaining a Police Certificate, guidance can be sought from:https://www.gov.uk/government/publications/criminal-records-checks-for-overseas-applicants

If the country you have resided in is not listed here, you can obtain the necessary information by contacting the relevant Embassy or High Commission for that Country. Their contact details can be found on the Foreign & Commonwealth Office website (http://www.fco.gov.uk/en).

Ensures effective delegation of tasks to other within the team to meet prioritized needs.

Demonstrates leadership ability to manage, respond and lead staff through difficult situations as appropriate.

Ensures the understanding and adherence to Trust policy and procedures for own practice and its implementation.

Compiles reports and documentation as required by the service
Supports in the compilation of incidents and accident reports within agreed deadlines

See full Job Description


This advert closes on Wednesday 7 Aug 2024

Proud member of the Disability Confident employer scheme

A Vacancy at Manchester University NHS Foundation Trust.


There are 3 opportunities have arisen to appoint an enthusiastic Band 6 nurse within the field of Infection Prevention and Control and Tissue Viability. 2 X vacancies for the Oxford Road Campus site and 1 x vacancy for the NMGH site, This is an exciting time to join an innovative and expanding team. Both specialties offer high-profile agendas and corporate working which will allow practitioners to develop skills across a wide range of clinical services.

The role will provide an opportunity for a motivated enthusiastic nurse with an interest in Infection Prevention and Control and Tissue Viability to gain valuable experience across a wide variety of disciplines. Staff will have the opportunity to work on each of the hospital sites to broaden the wealth of experiences each site offers in order to meet service needs.

Core hours of the service are 08 - 17.00 covering 7 days a week.

As a professional role model you will provide direct and indirect clinical care, ensuring the needs of the patient are central to service delivery. You will monitor and improve standards of care through, supervision of practice, clinical audit, evidence- based practice, teaching and supporting professional colleagues. Consequently the successful candidate will need the ability to travel independently across hospital sites. Please read the job description to understand the main duties of the role.

MFT is one of the largest NHS Trust In England with a turnover of £2.6bn & is on a different scale than most other NHS Trusts. We’re creating an exceptional integrated health & social care system for the 1 million patients who rely on our services every year.

Bringing together 10 hospitals & community services from across Manchester, Trafford & beyond, we champion collaborative working & transformation, encouraging our 28,000 workforce to pursue their most ambitious goals. We set standards that other Trusts seek to emulate so you’ll benefit from a scale of opportunity that is nothing short of extraordinary.

We’ve also created a digitally enabled organisation to improve clinical quality, patient & staff experience, operational effectiveness & driving research, and innovation through the introduction of Hive; our Electronic Patient Record system which launched in September 2022.

We’re proud to be a major academic Research Centre & Education provider, providing you with a robust infrastructure to encourage and facilitate high-quality research programmes. What’s more, we’re excited to be embarking on our Green Plan which sets out how MFT continues to play its part in making healthcare more sustainable.

At MFT, we create and foster a culture of inclusion and belonging, provide equal opportunities for career development that are fair, open, and transparent, protecting your health and wellbeing and shaping the future of our organisation together.

To find out more about the key responsibilities and the specific skills and experience you’ll need, take a look at the Job Description & Person Specification attachments under the ‘Supporting Documents’ heading. So that you’re even more equipped to make an informed decision to apply to us, you’ll need to take time to read the ‘Candidate Essentials Guide’ that sits with the Job Description and Person Specification. This document provides you with details about the Trust, our benefits and outlines how ‘we care for you as you care for others’. Most importantly, it also contains critical information you’ll need to be aware of before you submit an application form.


Diversity Matters
MFT is committed to promoting equality of opportunity, celebrating and valuing diversity and eliminating any form of unlawful discrimination across our workforce, ensuring our people are truly representative of the communities we serve. All individuals regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex and sexual orientation are encouraged to apply for this post. As an inclusive employer, we are here to support you. If you have any special requirements to help you with your application, email our team at resourcing@mft.nhs.uk.
We’re looking forward to hearing from you!


This advert closes on Sunday 30 Jun 2024

Proud member of the Disability Confident employer scheme

About GlobalFoundries:
GlobalFoundries is a leading full-service semiconductor foundry providing a unique combination of design, development, and fabrication services to some of the world’s most inspired technology companies. With a global manufacturing footprint spanning three continents, GlobalFoundries makes possible the technologies and systems that transform industries and give customers the power to shape their markets. For more information, visit www.gf.com.

Summary of Role:

The Director of Procurement and Supply Chain Finance will partner with Supply Chain Management to extract hidden competitive advantages in the company’s sourcing, procurement, logistics and distribution chain. This job will create structural transparency and accountability using KPIs. This role will represent the finance agenda in a variety of projects from transformational to tactical that are aimed at improving the financial outcomes of our worldwide operation. These can include maximizing revenue, minimizing cost, reducing inventory, reducing supplier pricing, etc. This position will be one of the leaders tasked with increasing the analytical capability and data driven decision making in procurement and supply chain.

 

A qualified candidate will be comfortable as a change catalyst.  Candidate needs to have experience in developing multi-year business plans. 

Essential Responsibilities:

• Create and implement a clear strategic vision of how Finance can enable supply chain to optimize the business and organization. Build an organization of analysts to partner with the Operation to achieve financial commitments.

• Provide strategic business leadership with Executive Supply Chain Management on initiatives and sequencing to create a company competitive advantage in sourcing, production, logistics, distribution, and procurement cost and sourcing

• Be one of the organizations strongest change catalysts and set that pace within your team of analysts

• Develop multi-year cost and capacity target and glide paths in line with revenue and profitability targets through production and sourcing strategies

• Develop cash targets, inventory goals and BOM targets that tie back to P&L model financial goas.

• Lead the annual budgeting and strategic planning processes and the monthly forecasting process for the consolidated Supply Chain.

• Create predictable, sustainable and repeating finance processes. Drive continuous improvement in current processes

• Coordinate the development of annual Supply Chain cost savings initiatives to achieve goals including the monitors and reports the demonstrate monthly progress

• Ensure data driven financial analysis and diligence are part of every important decision made

• Ensure compliance with all corporate accounting, GAAP, IFRS and SOX

• Stay familiar with external, emerging supply chain and bring internally

• Partner and be a peer-to-peer leader with other internal stakeholders groups at GFS
   

Other Responsibilities:

• Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety & Security requirements and programs.
   

Required Qualifications:

• 10+ years of finance experience with prior procurement, sourcing or supply chain experience
• Bachelors Degree in Finance or related field
• Experience developing multi-year business plans
• Demonstrated experience driving data driven and analytic decision making
• Bias for action and results orientation
• Learning and innovative mindset
• Ability to challenge, influence/convince and manage Executives and Non-Executives.
• Ownership mind-set
• Excellent verbal and written communication skills and ability to simplify messages and communicate insights from analysis, leverage findings, and proactively make recommendations.
• Global and domestic travel is an option but not a requirement.

Preferred Qualifications:

• Semiconductor Industry experience
• Manufacturing Industry experience
• 3yrs of people management experience
• Master's or MBA

Expected Salary Range

$131,600.00 - $276,000.00

The exact Salary will be determined based on qualifications, experience and location.

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 

If you are interested and qualified for this role, we invite you to apply.

Job Profile Summary
The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Essential Functions/Responsibilities

• Develops a perspective on clients by gathering personal data and information on financial situation, objectives and risk and assists senior investment offices in preparing and reviewing client presentations and proposals.
• Manages non-complex client relationships including the selection of specific FFB asset allocation strategies and basic financial plans.
• Coordinates unique portfolio requirements or client situations with FFB Investment Committee.
• Provides investment client support to senior investment officers which include handling of account transitions, diversification of concentrated positions, strategy reconciliations, cash management needs, and bond reinvestment.
• Maintains relationships with existing clients. Deliver annual investment reviews to clients.
• Expands client relationships by reviewing needs and recommending investment solutions.
• Maximizes client satisfaction to ensure retention of clients.
• Complete regulatory investment reviews on a monthly basis.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• Three (3) to five (5) years of successful investment and/or portfolio management experience

Preferred Knowledge and Skills

• Investment and/or portfolio experience with a desire to build a knowledge base and establish credentials;
• Relationship management experience with clients is desirable
• Knowledge of investment solutions, risk management, asset allocation and program design
• Business development experience is a plus
• Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients
• Experience in banking or financial services is preferred
• Bachelor’s degree in Business or other related field of study
• Demonstrated commitment to professional development including a desire to attain CFA/CFP designation
• Demonstrated knowledge of industry practices and regulations

Level of Complexity and Scope

Degree of Independence and Decision-Making

Required Supervisory Responsibilities

• N/A

Physical Requirements

• Occasionally lifts and carries up to 20 lbs
• Frequently lifts and carries up to 10 lbs
• Frequently sits, stands and drives

Compliance Statement

• The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

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

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

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

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

How you'll succeed

• Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.

• Business development - Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.

• Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

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

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

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

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

• You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.

• You’re a certified professional (MFDA). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.

• You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

• You’re a certified professional (MFDA - Ontario). You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.   You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).

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

What CIBC Offers

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

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

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Winnipeg-1545 St Mary's Rd

Employment Type

Regular

Weekly Hours

37.5

Skills

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

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

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

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

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

How you'll succeed

• Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.

•  Business development - Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.

• Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

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

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

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

• You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.

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

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

• You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

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

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

What CIBC Offers

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

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

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Calgary-Southport Rd S.W.

Employment Type

Regular

Weekly Hours

37.5

Skills

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

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.

03/28/2024

Address:

3225 Kirchoff Road

Job Family Group:

Commercial Sales & Service

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Leads and executes business development plans to that business goals are achieved or exceeded.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Ensures accurate billing to clients.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Demonstrated history of successful business development, including ability to network in external markets
• Demonstrated knowledge of relevant industry verticals and market’s competitive environment
• Experience in contact negotiations with both clients and legal counsel
• Experience drafting responses to complex RFPs
• Experience with Sales Strategy and Sales referral process development
• Risk Management - In-depth
• Sales and Service Management –In-depth
• Relationship Management - In-depth
• Change Leadership - Working
• Conflict Management & Resolution –In-depth
• Resource Planning – Working
• Business Acumen – In-depth
• Financial and Working Capital Understanding – In-depth
• Strategic Thinking – Working
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

Compensation and Benefits:

$120,000.00 - $222,600.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

03/29/2024

Address:

1360 Kingston Rd, Unit 15

Retail Banking Sales & Service

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

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• A focus on delivering a personal experience to customers.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

$32,600.00 - $44,000.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

03/29/2024

Address:

920 Southdown Rd

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.

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$35,000.00 - $52,000.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.