Total 58 Others level Finance / Banking / Insurance job vacancies in Clearwater, FL

Make banking a Fifth Third better®

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

GENERAL FUNCTION:

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

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

ESSENTIAL DUTIES AND RESPONSIBILITIES:

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

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

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

WORKING CONDITIONS:

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

#LI-DS1

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

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 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 competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Employment Type

Weekly Hours

Skills

Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal teams? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager who will be the main contact for the client ongoing escalated service and relationship. They are directly accountable for client satisfaction and enhancing the client experience.

You will:

• Assume overall responsibility for managing planholder/client accounts for Premier brokers (2-999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved.
• Build strong relationships with clients and brokers/consultants through in-market presence.
• Work closely with the respective sales representative to gain their buy-in for the account management strategy and position.
• Strategically manage the lifecycle of a client to develop the right solutions to their benefit needs.
• Balance the needs of the client with those of the business.
• Achieve yearly financial growth & persistency goals. 

You have:

• BA or BS degree preferred or equivalent work experience.
• Minimum of 3 years of group insurance experience servicing accounts and/or account management.
• Strong customer service acumen.
• Demonstrated success in dealing with brokers/consultants as well as sophisticated clients.
• Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client.
• Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms:  Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Concur; Tableau, Salesforce.
• Ability to operate in a virtual environment and effectively build rapport virtually.

• Ability to adapt to changes in a fast paced and dynamic environment.
• Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes.
• Consultative Selling Skills and the ability to influence and persuade.
• Virtual communication, presentation, consultative selling, and relationship building skills.
• Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation.
• Ability to collaborate across internal teams including collaborative selling.
• Strategic and critical thinking and basic math skills.
• Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base.
• Ability to exercise sound judgment and deal with conflict.
• Ability to exude confidence and demonstrate optimism and positive attitude.
• Advanced organizational and time management skills.
• Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.

Location:

The preferred location for this position is Tampa, FL. The work arrangement will be remote / work from home with occasional travel in the territory.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.

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

Position Responsibilities:

This position will be assigned to manage the Syndication Servicing team and will be responsible for servicing commercial loans that are agented by the CIBC Bank USA as well as loans that are agented by other financial institutions in accordance with the Bank’s policies and procedures. 

Essential Duties Include:

• Act as a liaison between the Bank, the customer or participant banks for all transactions and balancing issues
• Manage performance by providing fair and accurate formal feedback
• Reconcile PVTB system against bank notices
• Review appropriate reports to solidify data integrity
• Other tasks/projects as required within the department.

Qualifications:

• At least 4 years of experience performing loan services in a financial institution.
• Detailed and process oriented with a focus on integrity and accuracy of information.
• Strong prioritization and analytical skills.
• Ability to meet deadlines, demonstrate excellent communication skills, and provide exceptional customer service.
• Understanding of financial services operations, infrastructure and payment processing.
• MS Office Skills.
• ACBS and Metavante experience preferred.
• Understanding of accounting and bank sub-systems capabilities.
• Can operative effectively as a lead and as an individual contributor.

CIBC:

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents and empowers teams to do what’s right for the client and to do it well. As part of our team, you will:

• Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and home.
• Connect: Work in a place where the right technology and infrastructure foster innovation, collaboration, and creativity.
• Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training.
• Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits programs, retirement savings, and more.

California residents — your privacy rights regarding your actual or prospective employment 

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*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Employment Type

Weekly Hours

Skills

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

The Internal Audit Director – Finance and Treasury Portfolio will focus on co-leading the Finance and Treasury Internal Audit team under the direction of the Audit Senior Director – Finance and Treasury, conducting audits in the areas such as general accounting, regulatory reporting, product control, liquidity management, capital management, and interest rate risk management.  The Internal Audit Director is a leadership position within the US Internal Audit Department responsible for the development and execution of a risk based audit plan that addresses the significant risks relevant to the Finance and Treasury Portfolio.  The Internal Audit Director develops strong relationships with Finance and Treasury business partners to obtain an understanding of the risks facing the organization and stay close to new developments impacting the business.  Additionally, the Internal Audit Director role will be responsible for leading, directing, evaluating, and developing audit professionals to ensure audit activities are conducted to high standards of accuracy, rigor, and credibility and according to regulations and industry standards.  The Internal Audit Director will also assist the Audit Senior Director in mentoring and developing the Finance and Treasury Internal Audit team to ensure team members continue to progress their careers. 

Responsibilities:

• Assist the Audit Senior Director – Finance and Treasury in developing a comprehensive audit plan for the Finance and Treasury Portfolio that addresses key regulatory requirements / expectations and provides a sound third line of defense risk based coverage
• Provide oversight in the execution of the audit plan through the review of detailed project plans that effectively incorporate appropriate risks, scope, staffing requirements, deliverables, timelines, budgets and client availability
• Demonstrate a forward-looking mindset to anticipate what is needed to timely meet objectives and department needs
• Oversee and manage multiple engagements at one time
• Participate in certain committees of the US Region to increase understanding and awareness of current issues and new developments
• Guide department personnel in their careers and provide learning opportunities through coaching and mentoring activities
• Collaborate with team members in Enterprise Internal Audit to ensure a consistent approach to auditing risk and ensure there is a robust exchange of information and ideas
• Provide guidance to the team in all phases of an audit as needed
• Expand the operational audit team’s knowledge of key banking requirements / regulatory expectations in the areas of finance and treasury management
• Prepare or review meaningful, relevant, and well-supported audit reports
• Effectively communicate findings to various levels of management
• Translate broad business strategies and key initiatives within assigned areas into effective, risk sensitive audit plans
• Assist the Audit Senior Director – Finance and Treasury in executing and evolving department strategy and governance
• Set the proper tone and culture for the department
• Contribute to the positive and team-oriented culture by maintaining cooperative relationships (assisting other project teams when necessary), facilitating the resolution of conflicts, sharing information, and accepting and providing feedback
• Work closely with management to promptly resolve any concerns that may arise and build trust. Serve as a business advisor and partner by providing the business unit and senior management with advice related to business issues and controls
• Demonstrate commitment to professional growth by assuming progressively more challenging assignments (in-line with standard audit career progression), proactively seeking relevant education and training opportunities, and expanding professional network
• Represent the Audit Senior Director or Head of Internal Audit – US Region in meetings with Audit Committee/Regulators as needed
• Ensure compliance with IIA Standards

Required Skills & Experience

• Bachelor’s Degree in Accounting, Finance or related field is required
• Professional certification such as Certified Public Accountant (CPA) or Certified Internal Auditor (CIA)
• Experience working in an Internal Audit department at a large US bank focusing on audits of the finance and treasury function
• Strong knowledge of US banking regulations, including Regulation YY
• 12+ years of relevant, progressive experience
• Big 4 or other professional services experience preferred
• Ability to work independently in areas of difficult or complex nature
• Project management skills, including the ability to manage shifting priorities
• Strong analytical, written/verbal communication, interpersonal, and relationship building skills
• High level of expertise in collaboration and communication with internal and external parties
• Exemplify a positive attitude, strong work ethic, team work and professionalism
• Ability to travel (10%)
• Experience with CCAR (Comprehensive Capital Analysis and Review) a plus

What CIBC offers

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents and empowers teams to do what’s right for the client and to do it well. As part of our team, you will:

• Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and home.
• Connect: Work in a place where the right technology and infrastructure foster innovation, collaboration, and creativity.
• Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training.
• Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits programs, retirement savings, and more.

California residents — your privacy rights regarding your actual or prospective employment 

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*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Employment Type

Weekly Hours

Skills

Make banking a Fifth Third better®

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

GENERAL FUNCTION:

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

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

ESSENTIAL DUTIES AND RESPONSIBILITIES:

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

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

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

WORKING CONDITIONS:

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

#LI-JH

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

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 CIBC’s team, the Senior Manager, Application Development is a professional responsible for managing multiple development projects, development groups and application support functions for a major line of business. The role applies professional knowledge to oversee the development, testing and implementation of organization-wide systems, directing,  motivating and developing staff to maximize their individual contribution and function effectively as a team. The Senior Manager, Application Development leads a team to manage resource requirements and allocations, monitor and improve quality, and ensure 'best practice' development techniques. Additionally, the role works with the business in the development, testing and implementation of application programs that help promote business improvement.

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

• Understanding Requirements – Track and analyze operating environment for specified services and implement corrective actions as needed. Work with clients and internal partners to determine, negotiate, and manage services to the agreed standards. Monitor service levels to identify opportunities for improvement and recommend appropriate solutions.

• People Leadership – Lead and coach a high performing group team of individuals. Direct, motivate, and develop your team, maximizing their contributions and professional growth. Share knowledge and collaborate to come up with effective solutions to problems.

• Relationship Management – Work closely with clients and business partners to develop, test, and implement application program. Impact and improve the business by advising application owners on the technology possibilities and requirements.

Who you are

• You can demonstrate experience with 10 years of application development experience with some focus on greenfield, custom development.  5-8 years’ leading a team of developers and are a seasoned professional with the ability to coach and help develop other team members. You are a code quality champion with hands-on experience in Software Design and Development using SOLID Design principles.    

• It’s an Asset if:  You have good understanding of .Microsoft Full Stack development, working with both Front and backend of the applications. This would include experience with ASP.NET framework, SQL Server and design/architectural patterns (e.g. Model-View-Controller (MVC)). Ability to code at a high level in .NET languages (C#) as well as JavaScript, jQuery, HTML5/CSS. Experience with MS Azure, and experience/familiarity with Azure DevOps (ADO) is required. You should have familiarity with architecture styles/APIs (REST, RPC), understanding of Agile methodologies, and excellent troubleshooting and communication skills. Experience with Team Found Server and or Azure DevOps (ADO) is preferred. Ideally, you understand patterns of designing applications for cloud and have knowledge of Agile methodology and experience working in a Scrum team.

• Presentations--Ability to present information to groups with the appropriate degree of formality.

• Interpersonal Relationships--Knowledge of approaches, tools and techniques for working with individuals and groups in a constructive and collaborative manner.
• Decision Making and Critical Thinking--Knowledge of tools and techniques for effective use of a broad range of factors, assumptions, frameworks and perspectives when solving problems.
• Staff and Career Development--Ability to address training and career development needs of individuals, teams or organization.

• Leadership--Knowledge of approaches, tools, and techniques for gaining the cooperation and support of others.

• Planning: Tactical, Strategic--Ability to contribute to operational (short term), tactical (1 - 2 years) and strategic (3 - 5 years) planning in support of the business plan.

• Application Delivery Process--Knowledge of major tasks, deliverables, formal methodologies and disciplines for delivering new or enhanced applications.

• You have a degree/diploma in Computer Science, Business, and/or a related field.

• You are a bold and authentic leader. You're passionate about developing and coaching to bring out the best in people. You have led diverse, high performing teams.

• You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.

• You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to create a shared vision.

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

California residents — your privacy rights regarding your actual or prospective employment

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*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Employment Type

Weekly Hours

Skills

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 will be doing

This role requires extensive familiarity with Windows servers and frequently involves user support tasks. Expertise with the Windows operating system and server administration to develop and deploy servers, support day-to-day system performance, and prevent data loss and unauthorized access is required. This role encompasses back-end IT support for business-critical and development-related departments and personnel.

Responsibilities:

• Administer and support core Microsoft, Linux, VMware technologies and Azure resources.

• Install and Configure Windows Servers.

• Develop servers and provide support to individual users to ensure that the system works reliably and quickly.

• Manage server virtualization technologies like VMWare Server/ESX

• Responsible for implementing, monitoring, and maintaining the instances of the on-prem and cloud infrastructure services and the servers.

• Knowledge in Application Insights, service principal in Azure, NSG rule, Azure Key vault

• Provide technical support and guidance to users and other administrators.

• Works closely with other IT departments and vendors to answer technical questions or resolve issues with server performance and access.

• Install and maintain Windows-based programs for end users and help debug applications so that they work with Windows servers.

• Perform System Maintenance activities like review backups, error logs and user-reported errors and identify stable and reliable solutions.

• Monitor performance to reduce interruptions and server crashes. Develop and deploy initiative-taking solutions and setup alerts to ensure system usability across the organization.

• Maintain system security by noticing faults and vulnerabilities within the server’s architecture.

• Provides troubleshooting and support, including on-call rotation, after-hours support.

• Other duties as assigned.

Work arrangement

This is a hybrid position located in downtown Chicago that requires on-site presence at least two days per week, subject to future change.

How you will succeed

• Troubleshooting and Technical Skills - Work closely with key business and technology partners to ensure that business and client impact issues are well understood and addressed. Ensure all infrastructure management aspects maintain adherence to all regulatory and information security standards and policies.

• Critical Thinker – Create better ways of solving technical problems and not be afraid of challenging the status quo.

• Relationship Management - Build strong relationships and partnerships with technical team members, clients, vendors, and peers. Lead discussions, listen, and ask the right questions to ensure problems/issues are identified and resolved.

Who you are.

• Windows/Linux administration

• Azure Certification is preferred.

• Experience with Azure/AWS

• Good knowledge of the Windows servers (2008 R2, 2012 R2, 2016, 2019)

• Strong critical thinking skills and ability to apply these skills to identify and resolve anomalies in system functionality and performance.

• Managing server virtualization technologies like VMWare Server/ESX

• Group Policy design, configuration Active Directory/LDAP user and group administration

• Strong communication and documentation skills

• Flexible and able to adapt to a rapidly changing environment and can manage projects of varying length.

• Responsible, highly dependable, organized; able to work individually and collaboratively with peers.

• Windows system administration: 8+ years

• 2+ years Azure experience.

California residents — your privacy rights regarding your actual or prospective employment

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*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Employment Type

Weekly Hours

Skills

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

The CIBC Summer Internship Program is designed to offer great work experience to complement students’ classroom training and career goals. Throughout the summer, interns will meet with our executive leadership team, network with employees and fellow interns, and participate in community outreach. We are devoted to finding, selecting, and training interns who will make a positive impact on our company while offering a full learning experience. Our Interns will work alongside a lean, proven team of investment professionals, gaining technical and analytical skills. 

CIBC’s Summer Internship program runs for 10 weeks beginning in June 2024 through August.  During this time, you will have access to training opportunities, mentorship, and leadership support.

Our leaders are invested in your success during your internship. Our goal is to ensure you have all tools necessary to take advantage of the robust opportunities at hand, resulting in a great summer experience.

What You’ll Be Doing

• Support Private, Personal & Digital (PP&D) Banking in day-to-day business operations
• Assist with internal and external exams through document preparation
• Provide support to ongoing projects within the group
• Provide support to sales teams through creating and maintaining client leads, data, and reporting in Salesforce
• Analysis and reporting on various metrics required for sales and risk operations

Who You Are

• Microsoft Excel and PowerPoint skills a plus

• Ability to work and thrive in a dynamic, fast-paced environment

• 3.0 GPA minimum
• Exceptional interpersonal, communication, analytical and problem-solving skills
• Excellent organizational skills and ability to multitask
• To be eligible for this position, you must be authorized to work in the U.S.
• Pursuing a bachelor’s degree, with an expected graduation date between December 2024 and June 2025

How You Succeed

• You’re digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
• You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
• You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You have passion and are motivated with high career aspirations. Must be capable of assuming significant levels of responsibility for assignments to be completed within short time frames.
• You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to create a shared vision.
• 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, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:

• Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home.
• Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity.
• Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training.
• Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan.

California residents — your privacy rights regarding your actual or prospective employment 

At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.  

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.

Expected End Date

Job Location

Employment Type

Weekly Hours

Skills

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 will be doing

The Application Support Engineer is responsible for the support and maintenance of CIBC’s On-Prem, hosted, and cloud applications and interfaces from both a technical and business perspective. The role works on the day-to-day support through troubleshooting complex issues and delivering quick solutions.

This role will be partnering with the business to champion their needs and requests. Also, collaborate with vendors, developers, architects, and cloud and infrastructure specialists to gather requirements and conduct research for new, upgraded, and enhanced technologies.

Moreover, this role will coordinate and/or perform designs, installations, configurations, and system testing producing deliverables related to specific projects. Also, responsible for assisting Compliance and Security to ensure systems are functioning in accordance with Bank standards.

Work Arrangement: At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll work in a hybrid environment with the expectation to be onsite at least 2 days per week while the other days may be remote.

How you will succeed

Troubleshooting and Technical Skills – Work closely with key business and technology partners to ensure that business and internal client impact issues are well understood, addressed, and resolved. Utilize Incident and Problem Management to effectively resolve incidents and find root causes.  Participate in Major Incidents and Disaster Recovery events completing tasks and collecting evidence. 

Systems Implementation and Maintenance - Lead and/or coordinate technical research, design, configuration, testing, and integration of cross-functional, multi-platform application systems. Perform application changes utilizing the change management process.  Ensure adherence to all regulatory and information security standards and policies are maintained in all aspects of the application management.  Plan and implement certificate creation/renewals as needed. 

Relationship Management - Build strong relationships and partnerships with technical team members, clients, vendors, and peers. Lead discussions, listen, and ask the right questions to ensure needs and issues are identified and recommend/implement solutions resolved. Express oneself and communicate with others verbally at an advanced level; recognizing that verbal communication is more than just language - it includes tone, style, and structure.

Project Work - Provide technical guidance concerning the business implications of technology projects. Modify, enhance, and/or create solutions to meet business requirements. Analyze proposed application designs and provide feedback on potential gaps.  Review, plan, test, and implement system upgrades and enhancements. Review system patches and updates by vendors to ensure minimal system impact. Plays an integral role on project teams producing quality and timely deliverables. Perform testing of solutions before moving to production.

Who you are

• Minimum of 3 to 5 years of experience in an application support role, 1 to 3 years of business experience in banking.
• Experience with using ITIL Change, Incident, and Problem management processes.
• Coordinating the production support needs.
• Responsible for documentation such as deficiencies, deviations, application flow diagrams, SCM plans, etc.,
• Problem-solving, critical thinking, and decision-making skills required.
• Experience with workflows, forms, and/or reports
• Familiarity with cloud technologies such as Azure.
• SQL query writing and File integration experience are a plus.
• Validate and submit responses to requests for information from audits.
• Embrace and advocate change.
• Influential, relationship management, and networking, inspiring outcomes by sharing expertise.
• Digitally savvy; innovative, embrace evolving technologies; easily adapts to new tools and trends.
• Solid collaborator: Support and mentor intermediate analysts
• Preferred Formal Education:  Bachelor’s Degree or equivalent experience.

What CIBC offers 

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents and empowers teams to do what’s right for the client and to do it well. As part of our team, you will: 

• Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and home. 
• Connect: Work in a place where the right technology and infrastructure foster innovation, collaboration, and creativity. 
• Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training. 
• Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits programs, retirement savings, and more. 

California residents — your privacy rights regarding your actual or prospective employment 

CONDUCT & CULTURE RISK

Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership’s identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments.  We all are accountable for managing risk.

As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes:

• Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls
• At all times acting in accordance with our Purpose and shared values, to achieve our Bank’s strategic goals
• Understanding and following the qualitative and quantitative components of our Risk Appetite Statements
• Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings
• Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC’s policies, frameworks, guidelines, processes and controls
• Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders
• Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC’s reputation as a leading financial institution

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*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Employment Type

Weekly Hours

Skills

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

The Operations Analyst is responsible for coordinating daily responsibilities during peak periods to ensure Service Level Agreements are met or exceeded. The Analyst will work directly with internal bank customers (Bankers, Relationship Managers and other business partners) to analyze and complete necessary requests, core system updates, process files and resolve issues as well as meet all appropriate deadlines.  The role applies extensive knowledge of the job to identify opportunities and recommend changes to existing procedures to support continuous improvement and client satisfaction.

Position Responsibilities

Responsible for performing a variety of deposit operations duties that require the ability to work in a time-sensitive environment with good problem-solving skills, accuracy and attention to detail. This position is responsible for review and processing requests related to Deposit Operations of the Bank as well as providing support to our lines of business.  Candidate should possess the ability to adapt to change and promote teamwork through individual participation.  This is a hybrid position that requires a minimum of three days in the office.

Daily responsibilities include but not limited to:

• Daily review and morning pre scrub of positive pay exception items including account maintenance, reconciliation and returns

• Review and process CDARS and ICS account set up and maintenance

• Establish and maintain effective communication as a partner for internal clients

• Provide timely and informed support for a range of inquiries including the processing of workflows, rate changes, rate adjustments and other customer account maintenance inquiries. 

• Manage, review and prioritize requests in assigned work queues and department shared mailbox.   

• Complete and process internal client requests, review for accuracy and completeness and enter data into the IBS Insight system

• Ensure a high level of accountability & consistency in adhering to our internal customer quality, processing, communication and turnaround

• Responsible for completing department metrics reporting and projects as assigned

• Cross-train in different Deposit Operations processes and be able to float to other departments as necessary

All duties and responsibilities must be performed in compliance with applicable local, state, and federal regulatory guidelines.

Qualifications

• Ability to multi-task, prioritize and organize work based on request volume and other departmental assignments as assigned

• Ability to work independently, meeting deadlines

• Detailed and process oriented with a focus on integrity and accuracy of information

• Requires strong verbal and written communication skills

• Demonstrate strong teamwork, independent learning, detailed analysis of requests, compliance to established policies and procedure

• Proficient in Microsoft Excel, Word and Outlook

• Knowledge of FIS systems preferred

• Knowledge of IntraFi product offerings (CDARS/ICS) preferred

• Good working knowledge of applicable federal guidelines and regulations

• College degree preferred, or 3-5 years in retail or deposit operations, or similar role considered

California residents — your privacy rights regarding your actual or prospective employment ​

At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.  

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.

Expected End Date

Job Location

Employment Type

Weekly Hours

Skills

Address:

Job Family Group:

Please note the target base salary for this full-time Retail Relationship Banker position is $51,100 ($24.50 per hour).

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.

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

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

  Qualifications:

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

Compensation and Benefits:

Pay Type:

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.

Amerisure creates exceptional value for its partners, policyholders and employees. As a property and casualty insurance company, Amerisure’s promise to our partner agencies and policyholders begins with a comprehensive line of insurance products designed to protect businesses, as well as the health and safety of every employee. Amerisure is an A.M. Best “A” (excellent) rated company and services mid-sized commercial enterprises focused in construction, manufacturing and healthcare. We are ranked as one of the top 100 Property & Casualty companies in the United States, and have nearly $1 Billion of Direct Written Premium ​and $1.15 billion in surplus.

Amerisure is recruiting for an Agency Service Representative/ Commercial Customer Service Rater to join our team in Tampa, FL.  This is a hybrid position working Tuesday’s and Wednesday’s, in the office, and remote the remainder of the week. 

Position Summary:

Supports FMU/Programs by processing a variety of routine to complex transactions related to multi-line, multi-state new business and renewal activities within established production capacity. Ensures all related support activities are delivered in a manner consistent with company procedures, service standards and priorities. 

Responsibilities:

• Screen transactions to determine authority and process and/or refer to underwriter per established guidelines.

• Gather a wide variety of rating elements from applications/UW instructions/WC rating bureaus/NCCI/Prometrix/Reference Connect and company guidance to rate new or renewal business.

• Input information and rating elements into the policy rating system with a high degree of accuracy. 

• Review output to ensure proper rating elements were applied.

• Maintain rating documentation using paperless policy environment per established guidelines.

• Research and resolve routine to complex issues for Credit, Claims and Premium Audit

• Assist new underwriter/staff with guidance on rating/workflow/support topics

• Respond to inquiries from our agency partners and various regulatory organizations

• Provide endorsement quotes on demand

• Process declinations/cancellations/reinstatement/non-renewals in the policy system

Requirements:

• High school diploma or GED.

• 1 year of business or customer service experience.

• Commercial insurance industry experience preferred.

• Strong Analytical Thinking skills required

• Proficient computer skills required including Microsoft Office Suite.

• Ability to perform basic mathematical computations.

• Demonstrated successful ability to build positive relationships and partnerships within department, across the organization and with external customers.

• Demonstrated strong organizational skills.

• Demonstrated successful ability to input data with a high accuracy rating, and strong attention to detail.

• Excellent verbal and written communication skills with the ability to interact with internal and external customers.

#LI-CR

Just as we are committed to creating exceptional value for our Partners For Success® agencies and policyholders, Amerisure also remains committed to being an employer of choice. We reinforce this commitment by adhering to an Employee Value Proposition that, in part, is provided through a competitive total rewards package. Amerisure offers a Compensation & Benefits Package that includes competitive base pay, performance-based incentive pay, comprehensive health & welfare benefits, 401(k) savings plan and profit sharing. In addition to generous paid time off programs, we allow our employees flexible and remote work arrangements.  If you strive for excellence and are committed to personal and professional growth, Amerisure is looking for you.

Amerisure Insurance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Amerisure Insurance complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Amerisure Insurance expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Amerisure’s employees to perform their job duties may result in discipline up to and including discharge.

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 Commercial Banking team, you’ll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency and mitigate risk. As the Senior Relationship Manager, Commercial Banking Mid-Market is a seasoned professional responsible for meeting the needs of clients and driving business growth in the commercial segments, leveraging partnerships with the broader market team to deliver a broad range of Commercial Banking solutions. As a Relationship Manager you will 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. As a strategic partner to some of the US's leading companies you’ll be delivering flexible business solutions, dedicated business expertise and timely business advice to help 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

• Relationship building - Develop new client relationships through business development activities, leveraging referral sources, existing clients and centres of influence. Actively monitor and manage these relationships by fully understanding our clients’ goals, purpose and the status of our clients’ business.

• Teamwork - Work with internal partners to connect clients with opportunities. Commit to building 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.

• Client experience - Proactively assess your clients’ needs and propose solutions to deliver to meet those needs. Interact with assigned clients as necessary to facilitate prompt response to questions, enquiries or issues in order to provide “best in class” service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs.

Who you are

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

• You demonstrate experience in Commercial Middle-Market -business development skills, and a solid understanding of financial statements and account principles including valuation techniques and cash flow analysis. You have experience managing the credit quality of a portfolio of commercial banking clients that have credit needs, generally in the $10,000,000 to 100,000,000+ range, and/or complex cash management requirements.

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

• You have a degree/diploma 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*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Employment Type

Weekly Hours

Skills

Amerisure creates exceptional value for its partners, policyholders and employees. As a property and casualty insurance company, Amerisure’s promise to our partner agencies and policyholders begins with a comprehensive line of insurance products designed to protect businesses, as well as the health and safety of every employee. Amerisure is an A.M. Best “A” (excellent) rated company and services mid-sized commercial enterprises focused in construction, manufacturing and healthcare. We are ranked as one of the top 100 Property & Casualty companies in the United States, and have nearly $1 Billion of Direct Written Premium ​and $1.15 billion in surplus.

Amerisure is currently recruiting for a Claims Auto Physical Damage Fast Track Supervisor that will support our Fast Track Auto team. This role will sit onsite with a hybrid approach 3 days a week in our Tampa, FL, Farmington Hills, MI or Dallas, TX office.  The ideal candidate will also possess the following skill set. 

Summary Statement

Supervises a team within the Auto Physical Damage Fast Track unit including directing and monitoring claims production workflow, auditing and tracking results. Ensures adherence to company policies and procedures, and execution of the service model. Provides technical direction and management on claims assigned within the team.

Essential Tasks/Major Duties

• Manage, train, provide performance feedback and assign duties of direct reports to ensure productivity, efficiency, and effectiveness.
• Conduct and utilize audit process to accurately assess employee performance and adherence to the Amerisure service model and auto fast track guidelines.
• Provide technical guidance to ensure proper investigation of losses, identification of coverage, and damages.
• Ensure proper reserves are established and maintained to accurately reflect financial exposure.
• Provide guidance to team by ensuring critical issues have been identified and confirming action steps are completed.
• Recommends process improvements to increase team effectiveness and efficiencies for implementation.
• Establish work priorities, schedule, and distribute work, monitor compliance with service standards and track team metrics.

Knowledge, Skills & Abilities

• Bachelor’s degree or equivalent combination of education and experience.
• 3 years commercial claims adjusting experience.
• Ability to obtain appropriate state licensing as required.
• Proficient computer skills required including Microsoft Office Suite.
• Demonstrates successful ability to build positive relationships and partnerships within department and across the organization.
• Demonstrates successful ability to prioritize and multi-task various and conflicting responsibilities.
• Excellent problem solving, critical thinking and decision-making skills.
• Excellent verbal and written communication skills with the ability to interact with internal and external customers.
• Ability to travel overnight up to 10%.

Just as we are committed to creating exceptional value for our Partners For Success® agencies and policyholders, Amerisure also remains committed to being an employer of choice. We reinforce this commitment by adhering to an Employee Value Proposition that, in part, is provided through a competitive total rewards package. Amerisure offers a Compensation & Benefits Package that includes competitive base pay, performance-based incentive pay, comprehensive health & welfare benefits, 401(k) savings plan and profit sharing. In addition to generous paid time off programs, we allow our employees flexible and remote work arrangements.  If you strive for excellence and are committed to personal and professional growth, Amerisure is looking for you.

Amerisure Insurance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Amerisure Insurance complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Amerisure Insurance expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Amerisure’s employees to perform their job duties may result in discipline up to and including discharge.