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 This advert may be withdrawn prior to the advertised deadline dependant on volume of applications received and business needs.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

• Mengawasi kinerja harian tim keuangan, termasuk akuntan dan staff pembukuan
• Memberikan bimbingan, pelatihan dan pengembangan kepada anggota tim
• Memastikan bahwa tugas-tugas diselesaikan tepat waktu dan sesuai standar perusahaan
• Memastikan keakuratan dan kelengkapan laporan keuangan
• Membantu dalam penyusunan dan pengelolaan anggaran tahunan

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

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

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

Our Newest Opportunity: 

The role of Senior Client Relationship Manager (CRM) is crucial for the success of the Retirement Advisory group. This person will be responsible for a portfolio of retirement plan clients and will work alongside Plan Advisors to develop relationship strategies and ensure fiduciary wellness. The Senior CRM is the day-to-day point of contact for Plan sponsors and service providers. They will work as part of a team, coordinating plan reviews and benchmarking, overseeing vendors, and leading participant education initiatives. They may also conduct investment reviews and offer fiduciary training for retirement plan committees. This is a consultative role that focuses on understanding and responding to the needs of the clients. The Senior CRM is responsible for ensuring client satisfaction by proactively providing solutions, anticipating concerns or issues, and seeking feedback.

Essential Duties and Responsibilities (include but are not limited to):

• Provide excellent client service that aligns with our company's values and reputation.

• Review and prepare quarterly investment reports.

• Update client records on Salesforce (CRM) and PlanTools (investment monitoring system).

• Organize fiduciary review meetings, collaborate with provider partners on action items and other deliverables, and create meeting minutes and client communications.

• Research client inquiries regarding Plan compliance and operations.

• Work with service partners to provide daily support to Plan administrators and participants.

• Oversee Plan conversion projects, benchmarking, and provider relationship management.

• Work with internal OneDigital partners on joint client initiatives.

• Lead participant education efforts and conduct one-on-one consultations.

• Support and facilitate year-end compliance processes and Plan audits as needed.

Qualifications, Skills and Requirements:

• To succeed in this role, you need to possess initiative and a positive "can-do" attitude. You must also demonstrate exceptional interpersonal and relationship management skills to ensure client satisfaction and successful team collaboration.

• Excellent communication ability across various settings, including writing, speaking, and presenting, is a must, along with the ability to adjust communication style effectively depending on the setting and audience.

• You need to be independent and self-directed, with superior attention to detail and follow-through. Demonstrating excellent organizational and time management skills and being able to manage priorities effectively is also essential.

• Moreover, it's important to be adaptable to a rapidly changing business and technology environment and to stay up to date on industry, regulatory, and business best practices.

• Finally, you must acknowledge OneDigital's Code of Ethics.

Education, Training and Experience:

• Experience in the financial services industry required, with five to ten years in retirement plan services.

• Strong understanding of the capital markets and retirement plan investment vehicles.

• FINRA 65 license required (or the ability to obtain within 3-6 months).

• Understanding of ERISA and other retirement plan-related regulations (e.g., DOL, IRS).

• Proficiency with Microsoft App Suite (Word, Excel, PowerPoint, Teams), SharePoint, Zoom, and SalesForce.

• Professional designations (such as C(k)P, CPFA, AIF) preferred, but not required.

The typical base pay range for this role nationwide is $130,000 - $150,000 per 
year.

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

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

Thank you for your interest in joining the OneDigital team!

Hybrid role in Palo Alto, CA

The Enterprise Applications - IT team is a strategic business partner to our organization delivering effective and innovative technology solutions. We partner with groups across the company including sales, marketing and finance to deliver and maintain high quality scalable technology solutions.

We are looking for a Senior Business Systems Analyst/Product Manager who will be responsible for leading the solution design and delivery for our finance processes. The successful candidate will understand and own all finance processes associated with quote to cash. Procure to pay as well as record to report functionality. She/he will provide structure and leadership to projects, understand the Intapp business requirements, provide guidance on best practices and standard functionality and translate needs into technical solutions.   Additionally, this position will oversee the delivery of IT services and projects and ensure internal client satisfaction.

What you will do:

• Become an expert in Intapp’s finance processes and systems and bring strong functional knowledge about finance processes to the table.
• Work with business stakeholders to understand their goals and needs and help define the solutions.
• Act as a solution consultant that deeply understands current state business processes, challenges, and their supporting tech stack
• Responsible for owning finance system configuration - configure fields, workflows, roles/permissions, custom rules, reports, and dashboards.
• Pair understanding of business with your deep systems expertise to provide strategic technical roadmaps
• Look ahead to identify delivery needs based on roadmap and work with all management to address them.
• Work with development and project teams to deliver finance process improvements in terms of enhancement as well as projects.
• Anticipate blockers and identify creative solutions to unblock team and keep delivery on track.
• Translate desired business outcomes into an MVP feature set that can be delivered iteratively
• Establish and bring new efficiencies and insights through systematic solutions
• Document business process requirements and partner with system administrators to design thoughtful solutions
• Effectively negotiate scope and timeline with business leads to achieve high value business outcomes
• Facilitate implementation of new functionality through communications, demos, and the development of appropriate documentation
• Provide day-to-day administration and maintenance of critical business systems including NetSuite. Triaging and resolving production support issues and implementing small enhancement requests

What you will need:

• Strong analytical and problem-solving skills with 8+ years Business Analyst experience
• Experience with finance processes – AR/GL/ revenue accounting and Order, contract management and billing, financial consolidation and reporting, month/quarter/year end close 
• Prior experience with ERP systems especially NetSuite and integration with CRM (Saleforce), NetSuite ARM, Billing solutions (like Salesforce Billing, NetSuite or Zone billing), FP&A tools like Adaptive, Anaplan etc.
• Best practices are your best friend
• Strong verbal and writing skills
• Bachelor’s Degree with 8+ year of experience
• 8+ years of relevant BSA experience in ERP, QTC, P2P and R2R Space
• Hands on experience with NetSuite
• OpenAir experience is plus

What you will gain at Intapp:

Our culture at Intapp emphasizes accountability, responsibility, and growth.  We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus:
  • Generous Paid Time Off
  • Tuition reimbursement plan
  • Family Formation benefit offered by Carrot
  • Wellness programs and benefits provided by Modern Health
  • Paid volunteer time off and donation matching for the causes you care about
  • Home office stipend
• Opportunities for personal growth and professional development supported by a community of talented professionals
• An open, collaborative environment where your background and contributions are valued
• Experience at a growing public company where you can make an impact and achieve your goals
• Open offices and kitchens stocked with beverages and snacks

For California based roles, Base Pay Range is $1650000/yr - $180,000/yr.  Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity.  In addition to base salary, variable compensation and equity may also be included.

#LI-JS2

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.

Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.

Mechanics Bank is currently searching for a full time Sr. Universal Banker to join our team at our San Diego Branch.
 

In this role, you will independently and accurately perform the full range of teller and new account transactions according to established procedures. Identify and close sales opportunities for retail banking consumer and business clients. Refer quality opportunities to Bank partners as appropriate. Approve client and internal transactions for other employees, provides dual control support, and is highly knowledgeable in operating policies and procedures. Delivers excellent customer service. 
 

What you will do:

• Performs routine teller transactions, new account transactions and works directly with clients.  Responsible for maintaining and balancing a cash supply for transactions performed.

• Provides comprehensive deposit services to individuals, fiduciary, and small businesses in a retail branch. Promotes the full range of deposit and lending products and services that best meets the client's needs.

• Receives, processes and closes consumer loan and small business loan applications and reviews loan packages for required documentation. Clarifies to customer basic qualifications for the loan(s), rates, terms and conditions. Keeps customer apprised of loan application status.

• Assists customers with account maintenance, adoption of digital banking channels, and other complex account issues. Deepen relationships and resolve concerns presented by clients.

• Represents the Bank and its products and services with pride and enthusiasm. Senses and responds to customer needs. Identifies and pursues new or related customer opportunities for additional products and/or services.

• Reviews client transactions for red flags and fraudulent items.  Maintains awareness of current criminal scams used against banking clients.  Prevents clients from becoming victims of fraud.  Escalates concerns to management for resolution.

• Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers; reviews the work of others for compliance.

• May lead and direct the activities of Customer Service Representatives and other Universal Bankers.
   

Who you are:

• High School Degree or GED required.

• Minimum of 2 years bank operations and sales experience.

• Notary license preferred.

• Extensive knowledge of Bank deposit products and standard loan products.

• Knowledge of small business and consumer credit principles and practices.

• Extensive knowledge of alternative Bank services and products and vendor provided products.

• Knowledge of applicable Federal and State banking regulations.

• Excellent interpersonal skills (verbal and written), attention to detail, and customer service.

• Regular and predictable attendance required.

• Ability to work independently and collaborate effectively as a team member.

• Ability to make decisions and review and approve other employee decisions.

• Excellent time management skills, organizational ability, and attention to detail.

• Ability to problem solve and provide solutions to customer issues with resources available.

• Ability to persuade, including the value and benefits of using the Bank's services and products.

#LI-JM1

Pay Range: $20.00 - $28.00 hourly

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit https://www.mechanicsbank.com/California-Consumer-Residents 

Why Patients Need You

Your in-depth knowledge and financial skills will keep our products in production and our innovators innovating.  Whether you are part of establishing, coordinating, researching, or administering financial operations, your role is critical to getting our medicines in the hands of the people who need them most, faster and more efficiently than ever before.

What You Will Achieve

The Puerto Rico Finance Manager will serve as the finance lead supporting assigned Puerto Rico commercial as well as field force teams within the Primary Care (PC), Specialty Care (SC) and Oncology business units.  The Puerto Rico Finance Manager will also serve as the local finance lead on all statutory reporting, lead all external audits and serve as local manufacturing markup (GMX) expert. This is a role that requires financial expertise for direct business partner and strategic financial decision support for key Primary Care, Specialty Care and Oncology brands as assigned. The successful colleague in this role will also be a key member of assigned brand leadership team(s) requiring significant direct interaction with other LT members including finance and marketing colleagues. The Finance Manager will provide financial leadership, business consultation, and analytical support to each of the assigned commercial brand teams. As a strong partner, the Puerto Rico Finance Manager will serve as the first point of contact on all finance related questions, analyses, and deliverables for his/her commercial teams (i.e. monthly accruals, reporting and expense management, budgeting and forecasting).  You will also provide financial leadership on business initiatives that unlock business value to maximize results while ensuring compliance with laws and company policies.  Finally, you will key in providing financial analysis designed to monitor business performance.

As a Puerto Rico Finance Manager, you are a subject matter expert who will provide analysis and insight into brand P&L performance (i.e., revenue, cost of sales and opex) and will leverage your financial acumen skills, knowledge of industry and general business insights to adapt and implement strategic actions. Your breadth of knowledge on internal or external business challenges will help us improve our performance as well as processes. You will provide technical guidance and oversight to matrixed team members and help in problem solving.

This role reports directly to the VP Finance, US Oncology with dotted line responsibility to US Finance Directors within Primary and Specialty Care business units.

It is your hard work and focus that will make help patients across in Puerto Rico

How You Will Achieve It

• Revenue Forecasting – The Puerto Rico Finance Manager is responsible for developing Sub BU revenue forecasts including creating multiple revenue forecasts for each product. This requires collaboration with the US Finance Lead and leading local brand teams on key assumptions and drivers to substantiate submissions. Prior to submission, the Puerto Rico Finance Manager will review each forecast with the assigned business unit commercial and finance lead.  Finally, the Puerto Rico Finance Manger will work with the marketing brand teams in the development of the annual Operating Plan and Long Range Forecasts.

• Expense Management – The Puerto Rico Finance Manager must collaborate with brand teams on expense management of budgets and on the development of expense forecasts. The Puerto Rico Finance Manager will manage Puerto Rico market field force financial activities and cost center reporting including budgeting, forecasting, expense reporting and analysis.    

• Month/Quarter Close – The Puerto Rico Finance Manager is responsible for key accounting activities required at period close. This includes recording expense accruals, recording contractual rebates, completing balance sheet reconciliations, GMX cost of sales analysis and performing accounts receivable reviews.

  Reporting – The Puerto Rico Finance Manager is responsible for tracking brand performance (i.e. weekly, monthly, and quarterly) as well as identifying and communicating key performance drivers to the North America Finance Lead, Commercial Leaders including Brand and Finance management.

• Provide analysis and insight into the Sub BU and brand P&Ls including revenues, cost of sales, and A&P spend which requires that there is an understanding of the products and their competitive

• Lead all Local and Global Mosaic entries and adhoc FP&A inputs as directed by the US finance lead.  Finally, there may be additional requirements by sub BU and the Puerto Rico Finance Manager will be responsible for additional adhoc reporting deliverables.    

• Lead Continuous Improvement, owning the design and optimization of current and future processes, ensuring efficiency, standardization and implementation of processes, working closely with key partners.

Qualifications

Must-Have

• BA or BS degree required; MBA, master’s degree in finance/accounting, or CPA preferred

• 5 years of business finance experience required; 3+ years of biopharmaceutical industry experience preferred

• Product P&L financial management experience required

• Solid understanding of Generally Accepted Accounting Principles

• Must possess expertise in financial modeling & analysis, budgeting, and forecasting with strong excel skills

• Strong analytical, interpersonal, and communication skills (oral, written, presentations); ability to summarize critical information into clear, concise, and insightful updates for senior leadership; strong negotiation and influencing skills

• Demonstrated IT skills, including MS Office; strong understanding of financial data flows; ability to navigate respective accounting and reporting systems, and learn new systems

• Track record of working well in a highly matrixed environment

Nice-to-Have

• Relevant pharmaceutical experience

• Demonstrated experience finance Information technology system architecture

• Proven experience in managing people                                                                               

 
 

PHYSICAL/MENTAL REQUIREMENTS

• Demonstrates strong attention to detail and possesses strong Excel and financial modeling skills.

• Ability to effectively manage multiple projects simultaneously.

• Ability to work with colleagues across all levels of the organization.

• Strong oral and written communication skills.

• Must be able to speak fluent English. 

NON-STANDARD WORK SCHEDULE, TRAVEL OR ENVIRONMENT REQUIREMENTS

No/minimal travel required.

Work Location Assignment: Hybrid / expected to be at the office 2 - 3 times a week.

Last day to apply : March 26th 2024

The annual base salary for this position ranges from $88,300.00 to $147,100.00.* In addition, this position is eligible for participation in Pfizer’s Global Performance Plan with a bonus target of 12.5% of the base salary and eligibility to participate in our share based long term incentive program. We offer comprehensive and generous benefits and programs to help our colleagues lead healthy lives and to support each of life’s moments. Benefits offered include a 401(k) plan with Pfizer Matching Contributions and an additional Pfizer Retirement Savings Contribution, paid vacation, holiday and personal days, paid caregiver/parental and medical leave, and health benefits to include medical, prescription drug, dental and vision coverage. Learn more at Pfizer Candidate Site – U.S. Benefits | (uscandidates.mypfizerbenefits.com). Pfizer compensation structures and benefit packages are aligned based on the location of hire. The United States salary range provided does not apply to Tampa, FL or any location outside of the United States.

* The annual base salary for this position in Tampa, FL ranges from $79,500.00 to $132,500.00.

Relocation assistance may be available based on business needs and/or eligibility.

Finance & Accounting

#LI-PFE

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

This position is an ideal choice for experienced candidates with exceptional leadership skills, developed business credit management skills, a depth of experience in working with commercial banking clients and a passion for working in a client-centric environment that aligns to a strong performance culture. As a Director, Commercial Banking, you will join CIBC to manage and grow a portfolio of commercial banking clients by proactively developing new business opportunities in the community and ensuring clients’ day-to-day banking needs are being met at the highest level. Your role will not be just to be a banker — you will be a banking partner, a true champion for our clients’ businesses, who will be committed to delivering on flexible business solutions, dedicated business expertise and timely business advice to help our clients realize their goals.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Leadership – Provide active leadership and guidance to Commercial Banking Relationship Managers in executing and managing client relationships, including delivery of credit and cash management services. Create an environment which supports partnering behaviour and capitalizes on individuals’ expertise to provide “best in class” service to our clients. Build team and individual capabilities to ensure employees are capable of delivering on Commercial Banking’s value proposition.
• Client Focus - Create an environment which fosters an exceptional service culture, supports partnering behavior and capitalizes on individuals’ expertise to provide “best in class” service and overall relationship management to our clients.
• Business Development – Lead business development activities with prospective and key CIBC clients and represent CIBC in the business community to ensure relationships are developed, solidified and fostered.
• Relationship Building – Impacting your community, and show clients they’re appreciated by engaging in marketing and outreach activities. Develop new client relationships through your business development activist leveraging referral sources, existing clients and centers of influence.
• Collaborate - Connect clients with opportunities. Develop a profile in the local business community in order to leverage that profile into effective working relationships with new and existing clients and internal partners. 
• Credit Management – Structure, negotiate and document credit and cash management arrangements with clients and prospects that meet client needs. 

Who You Are

• You have experience in commercial banking, proven business development skills, advanced knowledge of risk and credit portfolio management, and highly developed negotiating skills. You have demonstrated selling skills including an ability to identify financial advisory and M&A opportunities with clients. You have a demonstrated ability to identify and address deteriorating credit issues.
• You are a leader. You are passionate about developing and coaching to bring out the best in people and to lead a diverse, high performing team.
• You put our clients first. You have well-developed client and relationship management skills. You engage with purpose to find the right solutions.
• You have an established profile in the local business community. You have knowledge of a diverse marketplace and the needs of medium-sized businesses.
• You have a Bachelor’s Degree in Business, Finance, Accounting, or a related field.
• 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

610 Applewood Crescent Suite 504

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Banking, Business Banking, Business Development, Customer Experience (CX), Financial Management, Group Problem Solving, Leadership, People Management, Performance Monitoring, Relationship Building, Strategic Objectives

Citi Commercial Bank - Commercial Lending Management – Credit Officer, TMT, VP

Description

Citi’s US Commercial Bank (CCB) is a rapidly growing business, targeting emerging, mid- and larger-sized companies with annual revenue generally from $100 million to $3 billion.  To facilitate the CCB’s wholesale lending activities, Commercial Lending Management (CLM) serves as an in-business credit function organized around our strategic industries and global target market approach.  CLM plays a critical role of the client delivery model for the CCB, translating thought-leadership, industry and product expertise, and an end-to-end ownership of the credit relationship into best-in-class lending solutions.  We are seeking a dynamic and motivated credit professional to join the US CLM TMT team.  The position reports directly to the US CLM TMT Team Leader and will based in NYC or San Francisco.

The CLM Credit Officer facilitates the end-to-end lending process for a covered industry vertical through a team of credit professionals.  CLM is essential for the delivery of a wide range of financial solutions to Citi CCB clients, working in direct partnership with Relationship Managers and Independent Risk, to execute on the firm’s and client’s business objectives.  This can include working capital solutions, term loans and M&A financing, treasury and liquidity management services, foreign exchange, trade finance and interest rate derivatives.  The primary responsibilities of CLM include credit underwriting, due diligence, structuring and documentation, and portfolio monitoring.  As part of the business and in direct partnership with relationship coverage bankers, CLM teams provide thorough, objective analysis of the financial condition and credit worthiness of borrowers, including prevailing covered industry sector and product/market conditions, as well as the appropriate credit structure based on various risk considerations.

The CLM Credit Officer is responsible for approving and managing a material amount of credit risk associated with capital deployed across a variety of lending products appropriate for commercial banking relationships.  The CLM Credit Officer is a critical partner in the pre-screening of pipeline opportunities with Relationship Management for assessing credit appetite and identifying key issues, providing structuring input on financing options, driving internal analytical work product and discussions on credit approvals, and maintain ongoing credit oversight of the lending portfolio relationships through quarterly and/or annual reviews along with covenant and other reporting monitoring, as applicable.  The assigned industry/specialty vertical requires extensive knowledge of the unique sector/product drivers and key performance indicators to make well-informed credit underwriting decisions and proactively manage the portfolio based on a dynamic environment.  The CLM Credit Officer provides sector and sub-segment insights for key internal and external stakeholders, contributes to industry-specific risk and portfolio content, including industry-level portfolio reviews, and leads the credit-specific risk assessments on new originations and portfolio requests.

The CLM Credit Officer role also requires an extensive understanding of various Citi and CCB-specific credit policies, processes, and procedures, and how to apply these concepts consistently in practice, including ensuring the portfolio is appropriately risk-rated and classified, properly secured (if applicable) and that early warning signs are established and proactively addressed. CLM represents a critical “first line of defense” control function for the bank, ensuring the CCB's credit process is conducted in accordance with all internal and regulatory frameworks, and is responsive to relevant inquiries.  The CLM Credit Officer plays an important role in meeting a high standard for owning the work product of their respective portfolio and represent their covered accounts in numerous highly visible forums.  A Credit Officer can advise or lead strategic projects for US or Global CLM initiatives and provide critical inputs that direct the future of credit formation within the CCB.  Additionally, the CLM Credit Officer identifies, creates and helps to deliver the necessary technical skills training to various teams across CCB to promote the development and application of credit skills, mentoring/managing junior and other support staff

.

Key Responsibilities

• Facilitate the end-to-end lending process within the US CCB for the assigned relationships and portfolio
• Knowledgeable of assigned portfolio and industry, and able to articulate and support a credit view based on well-supported analysis that effectively balances risk and business objectives
• Ensure appropriate regulatory classification and minimizing net credit losses for covered portfolio, as well as identify emerging areas of concerns that should be escalated
• Provide accountability for decisioning using credit covering approval authority in tandem with Independent Risk
• Directly manage the analysis and workflow of underwriting requests for new-to-bank and existing credit relationships, including pre-screening opportunities, facilitate amendments and extensions, perform annual reviews and other credit requests, including the related diligence
• Lead the timely analysis and preparation of monthly and/or quarterly financial memo reviews of existing borrowers to track compliance with loan covenants, raising potential concerns and taking necessary actions in partnership with other key stakeholders for the assigned portfolio

• Direct and supervise the loan documentation process for both new transactions and amendments or modifications; including coordination with internal partners and/or outside legal counsel to ensure that all credit approval terms and conditions are appropriately represented in the closing documents
• Conduct periodic client calls on all portfolio clients and select new to bank opportunities in partnership with the Relationship Manager
• Develop and maintain an extensive knowledge in the various credit products and services offered to CCB clients
• Mentor and develop junior staff to become effective resources and future Credit Officers and Bankers
• Recommend changes to improve existing processes to achieve greater efficiency and controls
• Work proactively, and in a constructive and diplomatic manner, with internal and external stakeholders to keep transactions moving forward and in accordance with appropriate controls

Qualifications

• Experienced credit underwriting executive with a deep and relevant TMT industry expertise, particularly in commercial and cross-border lending
• 5+ years of experience in credit underwriting, portfolio and/ or risk management with a large multinational financial services organization
• Demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process
• Excellent communication (written, verbal, presentation and listening) and organizational skills; ability to complete multiple priorities in a timely manner
• Strong credit sense and ability to articulate a view, work across a range of credit products, with experience in early problem recognition and resolution skills
• Demonstrates learning agility: Seeks out resources and experience to continually build knowledge/skills; quickly and successfully applies learning to new situations
• Reaches decisions in a timely and transparent manner, knows when enough information has been collected to make sound decisions, takes calculated risks with the confidence to defend their credit view
• Proficient in various spreadsheet and word processing applications
• Bachelor’s degree; advanced degree(s) and other certifications considered but not required

------------------------------------------------------

Job Family Group:

Risk Management

------------------------------------------------------

Job Family:

Credit Decisions

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

San Francisco California United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$129,840.00 - $194,760.00

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

------------------------------------------------------

Anticipated Posting Close Date:

Mar 19, 2024

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

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

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

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

View the EEO Policy Statement.

View the Pay Transparency Posting

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