Total 18 Senior Executive level Finance / Banking / Insurance job vacancies in Grand Forks AFB, North Dakota

A Vacancy at Kent and Medway NHS and Social Care Partnership Trust.


The Community Rehabilitation Service provides a flexible range of mental health interventions to help clients complex mental health needs to manage their mental health more effectively and remain in their own homes. The team works in close partnership with Social Care and housing providers to ensure each client has the necessary resources available to enable them to engage in their rehab journey. Across the Community Rehabilitation teams, the clinical team consists of Occupational Therapists, Psychologists, Nurses, and VCSE Workers.

We currently have an exciting opportunity for an enthusiastic and motivated Occupational Therapist to join our new North Kent Community Rehabilitation Service.

Individuals will be expected to ensure the team is able provide input between the hours of 08:00 and 20:00 according to the needs of the service, including working some evenings, weekends and public holidays.
• The senior occupational therapist is an experienced occupational therapist within the multi-disciplinary care team.
• To identify, develop and provide the Occupational Therapy contribution within the multi-disciplinary service in accordance with the needs of service users and the requirements of the service.
• To assess, plan, deliver and evaluate therapeutic interventions for identified service users.
• To manage a defined caseload of service users with occupational needs using evidence based, service user centred, hope and recovery, health promotion and relapse prevention orientated principles and practice.
• To provide supervision to designated junior staff and students.

Come and work with us in the Garden of England where we combine exceptional professional development opportunities with a tremendous quality of life.

We are Kent and Medway NHS and Social Care Partnership Trust (KMPT), providing mental health, learning disability and specialist services, serving 1.8 million people across the county.

The Trust (rated Good overall by the CQC and Outstanding for care) has 3,283 staff working in 66 buildings across 33 locations, covering an area of 1,450 square miles.

You will be joining friendly, passionate colleagues, rich in their diversity, who are committed to providing excellent care to our service users and their loved ones.

The nature of our work attracts kindness and compassion as standard and everyone from our cleaners and porters to the chief executive and chairman are recognised as playing a vital role in providing an exemplary service.

The post holder must hold a full, valid, UK driving licence and have access to a car/vehicle to use for business purposes (unless you have a disability as defined by the Equality Act 2010).

Please refer to the attached job description for full details and main responsibilities of the role.


This advert closes on Monday 25 Nov 2024

Proud member of the Disability Confident employer scheme

Location:

This advertisement will show a location of Digital Media Centre in Barnsley as that is where our central team are based. We have two senior site operative positions currently available, these posts are new and are to enhance the service we offer to our academies. The two posts will work flexibly across the academies in North Yorkshire, Leeds and Bradford. A van will be available for journeys during the day.

Wellspring is a growing community of Primary, Secondary, Special and Alternative Provision Academies across Yorkshire and Lincolnshire. We believe in making a real difference by improving the lives and life chances of every young person in our care. Our Academies are vibrant, autonomous, community focused and highly successful. Whether at the start of their school life or heading into adulthood, we treat all our pupils with ‘unconditional positive regard.’ This means we focus on understanding each child as an individual and meeting their own, unique needs.

At Wellspring, we have always talked about ethics and values as the heart of our culture. They have been our guiding lights. We have taken the harder path many times to remain true to our values. Our leaders are the custodians of our values.

Wellspring has ambitious plans to grow over the next five years, building on our strong reputation and performance to date. At the heart of this growth are our people and the culture they own. We have earned our success thus far by empowering leaders within the context of a comprehensive and robust Trust-wide monitoring and risk assurance framework.

We aim to raise expectations and ambitions for every young person in our care. We aim to make a difference.

Purpose of the post:
• To lead and focus on compliance and maintenance across the North Yorkshire
cluster of schools.
• To provide a comprehensive, customer led, estates and facilities service
across multiple academies within the Trust, ensuring the efficient and effective
running of all aspects of estates related operations.
• To ensure our Academies premises are maintained to a high standard.
• To ensure the estates team deliver a clean, safe, secure learning and working
environment.
• To supervise site operatives regarding day to day duties as required.

Main Responsibilities:

• Monitor and update the estates management system (TRM) across multiple
sites, which monitors compliance areas in terms of health and safety and
estates management, for example, statutory inspections around fire, legionella,
gas safety, etc.
• Support and provide training to users of TRM, ensuring they are equipped to
effectively use the system.
• Assist with the implementation of systems, policies and procedures to ensure
the smooth operations of the Academy sites.
• Make a significant contribution to the development of the Academy sites to
continually improve the buildings, sites, grounds to benefit pupils, staff and to
enhance teaching and learning functions.
• Contribute to the longer term 5-year cycle of estates management
maintenance plans. Contribute to the longer term 5-year cycle of estates
management.
maintenance plans.
• Assist with the inspection and condition of school grounds, buildings, building
services and facilities.
• Assist with the co-ordination of specialist contractors and participate in out of
hours’ emergency call outs.
• Undertake planned preventative maintenance (PPM) within skills set, for
example, fault finding, repairs, minor improvement works across the sites.
• Perform a wide range of the work of other trades as skill level permits.
• Ensure that in carrying out all duties there is a compliance with statutory
regulations, current legislation and local codes of practice and policies

For any queries, please contact Clare Stevens at: c.stevens@wellspringacademies.org.uk

CV's are not acceptable, to apply please visit the below link:https://mynewterm.com/jobs/935528982/EDV-2024-WATOE-15193

We are committed to equal opportunities and to promoting diversity. We want our people to reflect the diversity of our communities, and we welcome applications from people from all backgrounds, especially from under-represented groups, including those from Black, Asian and minority ethnic communities.

Wellspring Academy Trust is committed to safeguarding and promoting the welfare of our pupils. All posts are offered subject to enhanced DBS checks. References will be requested, and an online search carried out for shortlisted candidates, prior to attendance at interview. Further pre-employment checks, including prohibition from teaching, childcare disqualification and section 128 checks, if deemed relevant for the role, will be completed for the successful candidate upon acceptance of the post.

If you are currently living overseas or have lived / worked overseas in the last five years please be aware that you will be required to provide an overseas criminal records check from the country/countries you have resided in, if you are the preferred candidate for the post.

Motor claim or liability experience highly desirable
Ideally a good understanding of the legislative, regulatory and compliance obligations.
Ability to make decisions and liaise with solicitors and stakeholders.
Exceptional customer service skills written and verbal.
Demonstrated ability to operate in a complex environment, prioritise tasks and organise workload effectively.
Ability to develop strong relationships at all levels with both internal and external stakeholders coupled with a high level of emotional intelligence.
Broad ability to drive for results, focus on outcomes and well-developed negotiation skills.


End to end management of a portfolio of complex, high value, and sensitive claims.
Build and maintain relationships with internal and external stakeholders such as solicitors, credit hire companies and third parties.
Clear understanding of liability, negligence, and road rules

Ability to work autonomously and collaboratively in a dynamic environment . ... Click here to view more detail / apply for Senior Claims Consultant (00009239)

The role:
As our new High Care Senior Claims Consultant, you will be managing a portfolio of end-to-end claims for customers experiencing vulnerability and/or a traumatic claim event that present in varying levels of complexity. You will be responsible for delivering an exceptional customer claim experience balanced with the accurate application of policy interpretation and claims decisioning.
Position Accountabilities:

End to end management of a portfolio of complex, high value and sensitive claims
Reviewing each referred claim for acceptance in line with the ICA, PDS and prior to internal dispute resolution or Ombudsman determination
Manage existing claims to provide support to customers within policy entitlements, organisation of repairs & management throughout the claims life
Identifying and raising potential risks or compliance issues to Management
Seek additional information to validate events by reviewing, verifying, and issuing documentation to customer
Accurately underwrite claims
... Click here to view more detail / apply for High Care Senior Claims Consultant

Motor claim or liability experience highly desirable
Ideally a good understanding of the legislative, regulatory and compliance obligations.
Ability to make decisions and liaise with solicitors and stakeholders.
Exceptional customer service skills written and verbal.
Demonstrated ability to operate in a complex environment, prioritise tasks and organise workload effectively.
Ability to develop strong relationships at all levels with both internal and external stakeholders coupled with a high level of emotional intelligence.
Broad ability to drive for results, focus on outcomes and well-developed negotiation skills.


End to end management of a portfolio of complex, high value, and sensitive claims.
Build and maintain relationships with internal and external stakeholders such as solicitors, credit hire companies and third parties.
Clear understanding of liability, negligence, and road rules

Ability to work autonomously and collaboratively in a dynamic environment . ... Click here to view more detail / apply for Senior Claims Consultant (00009239)

Essential Criteria 1st degree - Vocational master's degree in pharmacy (4 years) One year's pre-registration training Registered with General Pharmaceutical Council (GPhC) Postgraduate clinical qualification (over and above that of the 1st degree, preferably at Masters level) and/or significant relevant clinical experience to demonstrate a similar level of knowledge Independent prescribing qualification or commitment to achieving on appointment Evidence of continuing professional development to at least meet the mandatory requirements of the GPhC IT skills to at least European Computer Driving Licence standard or equivalent experience Significant relevant post-registration hospital experience Knowledge and experience of the operation of NHS Organisations Experience of supervising staff Demonstrable experience within clinical informatics, including using the trusts electronic prescribing system Desirable Criteria Member of Royal Pharmaceutical Society and/or other professional groups to facilitate continuing professional development Experience of managing staff Involvement in critical care networks or specialist interest groups

Senior Complex Claims Handler

Hybrid working - Manchester.

Looking to work in a corporate environment which offers promotion upwards? If so and you are looking for an opportunity as a Senior Claims Handler with a Global Business then this is the role for you… This is a really unique role where you work in the Complex Claims Team dealing high value claims across liability within the UK as well as Internationally.

Part of the complex claims team, you will be working together to achieve both the team's objectives and your own. As a Snr Handler, you will have exposure to different claims within complex and large loss where you will be fully responsible for your workload and be involved in key projects within the Claims function.

We are looking to speak to experienced claims handler or professionals from either an insurance or legal background such as solicitors or paralegals.

If you enjoy working as a part of a team, getting involved in projects and social events then this company offers all that!

What's in it for you?

In return, you will receive an excellent salary and benefits package working with one of the World's Leading Insurance Companies. This is a unique role which will potentially lead to a longer-term career.

Proud member of the Disability Confident employer scheme

Senior Nurse Integrated Urgent Crisis Responses (IUCRS) covering unplanned community nursing care &Outpatient Parenteral Antibiotic Therapy (OPAT)

Colchester General Accident and Emergency Department and Community North East Essex

This is an exciting opportunity for an enthusiastic and motivated senior staff nurse to join our new dynamic Integrated Urgent Crisis Response Service (IUCRS) providing holistic assessments and identifying treatment needs that can be managed within a variety of community settings. You will provide rapid specialised assessment and treatment to patients who may present with complex physical and psychological care needs and initiate services to safely avoid unnecessary hospital admission.

The multidisciplinary IUCRS team works within the wider Emergency Department of Colchester Hospital and Northeast Essex community services and identifies patients that can, once deemed as not requiring acute admission, remain at home or facilitate a rapid discharge into an alternative community setting.

You will also identify patients requiring outpatient parenteral antibiotic therapy (OPAT) within the acute setting and support a seamless discharge to the community. You will also support the unplanned community nursing teams with the delivery of IV antibiotic therapy and all relevant nursing intervention within the community.

Act as a specialist resource for the integrated team, carrying out single assessments, and contributing to the development and delivery of the integrated care plan.

Develop programmes of specialist nursing activities, weighing options and delegating aspects of care as appropriate

Implement specialist aspects of the care plan, potentially acting as care coordinator and reviewing the plan on behalf of the integrated team.

Support patients with advice, information, persuasion and direction to community resources to encourage self-management and ongoing independence.

Provide support, training and advice to patients, parents and carers.

Manage the performance and oversee the work of more junior staff, assistants, students and volunteers

Manage the work of the team, deputising for more senior managers as required



We are ESNEFT and we provide hospital and community health services to almost one million people across east Suffolk and north Essex. Our dedicated staff deliver care from acute hospitals in Colchester and Ipswich, community hospitals, surgeries, community clinics and in patients’ own homes.

We are one of the largest NHS organisations in England, employing more than 12,000 staff.

We pride ourselves on supporting our staff. We offer a wide range of training and development opportunities, as well as flexible working options.

Along with supporting you to achieve your career goals we offer a generous pension scheme, unsocial hours payments (where applicable), 27 days annual leave on commencement (pro rata) and access to a range of NHS discounts. Our Staff Health and Wellbeing programme offer a variety of services.

Our philosophy is thatTime Mattersto everyone. Across the Trust, we concentrate on improving the things we do and removing those which cause time delays for our staff and patients.

We are investing in our commitment to Time Matters with a partnership with leading electronic patient record (EPR) supplier Epic. This digital transformation will bring what’s widely regarded as the world’s best EPR system to ESNEFT, transforming life in hospital for staff and patients.

If you are passionate about patient care and want to develop your skills and knowledge, then we want to hear from you.

Find out about living and working here -www.youtube.com/watch?v=GkPu7HphU8A

This new service has been developed using national evidence that illustrates the benefits of community antibiotic services, facilitating early discharge from the acute sector to a community or other appropriate setting, supporting the prevention of hospital admission. You will also support identifying patients suitable to be transferred from the acute hospital to the community hospital.

You should be highly competent and confident in the initiation, administration and teaching of IV therapy. You will be able to make autonomous decisions around patient suitability for this pathway and support patients to self-administer as well and liaise with multidisciplinary team as appropriate. Good communication, leadership and management skills are essential.

You must hold a relevant qualification with community experience or other comparable/transferable skills. You should have experience in the management of junior staff and students. They should have a good understanding and knowledge of relevant legislation and treatment methods used in this specialist field. They should be adaptable to change and embrace innovation.

You will be working shifts and will be expected to work some weekends and bank holidays and nights. A car driver is essential.

For full details of the responsibilities and duties of this role please see the attached job description.


This advert closes on Monday 1 Jul 2024

Posted: 08/04/2024 Closing Date: 08/05/2024 Salary: $100,000.00 - $110,000.00 Job Type: Temporary - Full Time Location: Moonee Ponds, VIC Job Category: Accounting & Finance Job Description “There are qualities which lead to success. Courage, perseverance, the ability to dream and to preserve.” – Soichiro Honda Honda Australia Motorcycle and Power Equipment Pty. Ltd. is a market-leading importer and distributor of an extensive range of Motorcycles, Power Equipment and Marine products.  Honda products are state of the art technology, and provide exceptional quality, safety, and superb performance. Being part of Honda means being a part of the world’s largest and most successful engine manufacturer dedicated to supplying the highest quality products for worldwide customer satisfaction, not only for the benefit of current customers, but also for future generations. About the Role Reporting to the Head of Business Planning, the Senior Business Analyst will assist in the management of all Finance  and functions to effective outcomes in…

Click here to view more detail / apply for Senior - Finance Business Analyst

Randstad is representing a well known Federal Government department to recruit a Senior Finance Officer. Responsibilities: Manage month end activities for various funding sources including preparing, reviewing, and posting monthly journals including accruals. Reconciliations of various complex natural accounts, cost centers and projects. Updating forecasting monthly in line with current activities and strategic priorities. Ensuring the general ledger is maintained in an accurate manner. Preparing monthly management reports and Dashboards for Senior Executives. Undertake in-depth financial trend and variance analysis where required. Assist with the bi-annual budget development and management for various funding sources The financial management of property assets Provide periodic analysis and reporting to support Branch activities and ensure quality assurance. Engage and collaborate with key stakeholders, internal and external, to identify opportunities, achieve outcomes and facilitate cooperation. Communicate and make balanced decisions using professional judgment, evaluating available information, factoring in risks and being sensitive to the context. Develop and implement robust quality…

Click here to view more detail / apply for Senior Finance Officer

• We embed quantitative analytics within highly critical platforms in the Institutional Banking and Markets (IB&M) division of CBA!

• You are a quantitative developer/engineer/analyst or exceptional software engineer with a strong numerical or data analytics skillset in Python, and exposure to modern software engineering practice!

• Together we can build a robust and automated business on top of our industry leading financial tech stack!

See yourself in our team

IB&M is responsible for managing the Group’s relationships with major corporate and government clients and institutional investors, and provides a full range of capital raising, transactional and risk management products and services.

IB&M’s success will be achieved through the effective implementation of our strategic initiatives. QDAT’s (Quants, Data, Analytics and Technology) purpose is to power, transform & grow IB&M, supporting its strategy via a centre of excellence using data, mathematics, insights, and technology to deliver exceptional results for our clients and the wider Group.

Do work that matters

Armed with a Python-based state-of-the-art financial platform and streamlined continuous integration/deployment pipeline, you will be responsible for automating our business end-to-end, ultimately providing insights to our customers, the team, and our stakeholders. As a talented, valuable team player and self-motivated Quantitative Engineer you will bring your skills in Python and data-focused analytics or application development.

On a day-to-day basis

• You will be part of a nimble team of high-performing engineers going above and beyond, to build creative solutions that deliver impactful outcomes to solve our customers’ most complex financial operational and business problems

• Utilise your quantitative skillset to put data at the heart of decision making

• Enable our business to scale through your software engineering skills

• Your commitment to automate and manage all risks (Financial / operational) will enable our business to endure

• Digitalise IB&M’s end-to-end deal life cycle from origination through to credit approval to in-life monitoring through to refinancing

We are interested in hearing from people who have

Please note that we’re interested in hearing from people who might not meet all the following criteria. We’re open to working with the right candidate to fill any skill gaps during your journey at CommBank. 

• Demonstrated expertise in numerical skills, quantitative methods

• Sound understanding of financial markets and/or corporate & institutional lending products is advantageous

• Proven experience with best-practice software engineering with a high level of software engineering knowledge and ability

• Expertise as a Quantitative Developer in delivering insights and analysis to improve financial and operational risk posture

• Commercial focus to allow our business to maximise profitable growth and customer satisfaction outcomes

• An innate ability to effectively communicate with all stakeholders from sales to technical leadership groups

• Continuously striving to learn new skills along with a positive ‘Can-do’ attitude

Working with us

We support our people with the flexibility to balance where work is done with at least half your time each month connecting in our Sydney office.

We also have many other flexible working options available including changing start and finish times, part-time arrangements and job share to name a few. Talk to us about how these arrangements might work for you. 

If this sounds like you, please apply now!

Advertising End Date: 28/03/2024

At Enact Mortgage Insurance (Nasdaq: ACT), we understand that there’s no place like home. That’s why we bring our deep expertise, insightful offerings, and extra mile service to work every day to help lenders put more people in homes and keep them there.

We’re looking for a Senior IT Auditor, ECAS in Raleigh, NC to join us in fulfilling our mission, while utilizing our values of excellence, improvement, and connection. The IT Auditor will serve as a member of the Enact Corporate Audit Services team and will report to the IT Audit Manager. The primary mission of the IT Auditor is to perform Sarbanes-Oxley (SOX) compliance control testing and help ensure overall timely project deliverables. The IT Auditor will help coordinate IT General Control and IT Application control testing activities in collaboration with IT management as it relates to Enact's SOX and Model Audit Rule (MAR) compliance programs.

WHY WORK AT ENACT

- We have a real impact on the lives of the people we serve

- We work on challenging and rewarding projects

- We give back to the communities where we live

- We offer competitive benefits including:

• Medical, Dental, Vision, Flexible Spending Account options beginning your first day
• Generous Choice Time Off policy
• 12 Paid Holidays
• 40 hours of volunteer time off
• 401K Account with matching contributions
• Tuition Reimbursement and Student Loan Repayment
• Paid Family Leave
• Child Care Subsidy Program
   

YOUR RESPONSIBILITIES
SOX / MAR Program

• Perform all phases of the audit lifecycle planning, executing, and reporting on a range of IT audit assignments.
• Understand risk and risk management techniques, identify, and analyze IT processes, key risks, and controls.
• Prepare and present audit findings to audit leadership and business stakeholders.
• Identify and communicate risk & control themes to various stakeholders. Coordinate across the business to support the timely execution of Enact’s IT SOX program.
• Develop an understanding of IT functions and activities.
• Evaluate the adequacy of the system of IT controls and governance processes.
• Collaborate with IT management to obtain evidence of control performance.
• Analyze, test, and document the design and effectiveness of controls.
• Assist IT management evaluate control deficiencies including root cause and severity assessments.
• Work with IT management to ensure control deficiencies are remediated in a timely manner.

OTHER RESPONSIBILITIES

• Provide IT control owners feedback that enhances their controls and documentation quality.
• Maintain knowledge of current and upcoming regulatory requirements which impact IT functions.
• Liaise with external auditor as needed to ensure alignment.
• Perform other duties as assigned or required.

YOUR QUALIFICATIONS

• Bachelor’s degree in information technology, computer science, business, or applicable field.
• 3+ years of relevant IT Audit work experience, preferably within the financial services industry.
• Internal and/or external IT auditing experience, Big 4 Accounting Firm experience is a plus.
• Self-motivated with the ability to assess and determine risk, reason logically, analyze, and evaluate data and information, and draw appropriate conclusions.
• Demonstrated ability to think critically, challenge existing controls and documentation, provide suggestions on new ways to approach tasks, proactively manage assigned tasks, handle multiple tasks concurrently and adhere to tight deadlines.
• Strong presentation, communication, and writing skills with a demonstrated ability to present analysis and findings in a cohesive, understandable, and actionable format to all levels of management.
• Intermediate knowledge of internal controls and SOX requirements, Sarbanes-Oxley Act of 2002, PCAOB standards, COSO, and COBIT frameworks.
• Demonstrated project management experience, ability to apply auditing protocols, and effect change in a matrix organization by influencing stakeholders.
• Demonstrated attention to detail in work papers, meetings, and communications.
• Retained understanding of key processes, stakeholders, and testing activities.
• • Worked independently on objectives and requires minimal oversite to achieve goals.

PREFERRED QUALIFICATIONS

• Working towards a Certified Information Systems Auditor (CISA) certification - will consider other certifications (e.g., Certified Public Accountant/CPA, Certified Internal Auditor/CIA, Certified Information Systems Security Professional/CISSP, Security+, etc.)
• Intermediate knowledge of COBIT and/or COSO framework

LOCATION
Enact Headquarters - Raleigh, NC (hybrid schedule)

COMPANY
Enact is a leading publicly traded U.S. private mortgage insurance provider, offering borrower-centric products that enable lenders and other partners across the U.S. to help people responsibly achieve and maintain the dream of homeownership.

By empowering customers and their borrowers, Enact seeks to positively impact the lives of those in the communities in which it serves in a sustainable way. Headquartered in Raleigh, North Carolina, we play an active role in supporting a healthier Triangle community. We also support our colleagues’ philanthropic efforts in their home communities across the U.S.

Enact values all perspectives, characteristics and experiences, and DEI remains at the forefront of what we do. We strive to create an environment where employees can bring their full, authentic selves to work to help each other and their customers.

We are proud to be an equal opportunity employer and all hiring decisions are based on merit, qualifications, and business needs. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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:

Direct responsibility for strategy, execution and overall leadership of the Affiliate Wholesale LOB to drive the achievement of growth revenue, P&L objectives, operational & regulatory, client experience and employee engagement goals. Directs, coaches and leads execution of Wholesale Strategy including Playbook execution, annual business planning, portfolio segmentation, business development & client relationship strategies. Establishes sales goals for team members, and ensures that team members meet and strive to exceed goals, and adhere to the Bank's policies, procedures and regulatory requirements. Mentors team members, especially on more complicated loan structures. Helps to develop less experienced team members and build partnerships with talent available in the market, talent identification, and cultivating those relationships. Key member of affiliate executive leadership team reporting directly to the Affiliate President. Typically utilized in large affiliates.

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:

Performance and Talent Management:

• Provide RMs and Team Leads support, ongoing feedback, coaching and direction in client and prospect business development, through established individual sales meetings, team meetings and joint calling efforts with team members to elevate individual and team performance/results.
• Ensure sales effectiveness and performance management results are being achieved as tracked by weekly and monthly reporting.
• Utilize the Onboarding Resource to assimilate new team members.

Business Development:

• Lead regional/portfolio business planning for region to grow lead client relationships and acquire new prospective relationships to achieve loan and fee production goals.
• Lead Prospect strategy for clients by utilizing referral sources, existing clients and centers of influence.
• Active and visible community and industry involvement to broaden and leverage relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
• Ensure that customer relationships are managed to maximize revenue contribution, while mitigating risk and focusing on client needs.
• Collaborate with One Bank /product partners (IA, Consumer/ Retail, TMO, etc. and Bancorp- Vantiv, Paycor, etc.) analyze, evaluate and develop a tailored relationship strategy for each top client or prospect.
• Lead Cross-sell strategy on all applicable 5/3 products and services to an existing portfolio of business clients and their owners/Sr. management with the ultimate goal of being client's lead or primary bank.

Client Experience:

• Oversee execution and follow through on One Bank meetings, pre-call planning processes, One Bank Consultative Sales approach and prompt post call follow up.
• Ensure utilization of the Bank's Client Relationship Management (CRM) system for client activity.

Credit Excellence:

• Develop strong partnership with Credit and on credit requests to ensure adherence to established Portfolio Management guidelines and Policy.
• Ensure team achieves credit standards and metrics in regard to asset quality, credit administration (matured/renewals, financial statement documents, covenant data integrity, matured notes and document exception) and RAROC.
• Monitor, on an ongoing basis, information concerning client financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
• Operational and Regulatory Excellence.
• Responsible for P&L financial performance, expense controls and staffing budget.
• Provide proactive identification and implementation of opportunities to strengthen first line of defense, complaint management processes, vendor oversight, integration of regulated controls and testing across products/channels.
• Works with key partners to ensure distinctive execution and achievement of goals in sales ( TM, National LOB- CRE, Healthcare, Retail, International, etc.) and service (WSD, CSC, CRM, Sales Support Services, etc.).
• Collaborate with support areas( Finance, Human Capital, Client Experience, etc.) to position Wholesale to achieve strategic initiatives and business goals.

SUPERVISORY RESPONSIBILITIES:

Responsible for providing employees timely, candid, and constructive performance feedback, developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth, developing the appropriate talent pool to ensure adequate bench strength and succession, and recognizing and rewarding employees for accomplishments.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Bachelor's degree in accounting, Finance, economics or related business field; MBA preferred.
• 12+ years commercial lending experience.
• Excellent relationship building/interpersonal skills, written and verbal communications skills required.
• Position requires the ability to establish self as a leader, to not only perform in a leadership role, but to also be recognized by others as a leader.
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with senior management and internal partners.
• Ability to handle multiple tasks and be flexible.
• Demonstrated sales ,and negotiating experience in a disciplined consultative selling process.
• Formal credit training and underwriting experience preferred; ability to analyze complex financial data.
• Strong track record of coaching and developing talent.
• PC proficient in Windows based software programs (Outlook, Word, Excel, PowerPoint).

WORKING CONDITIONS:

• Normal office environment with little exposure to dust, noise, temperature and the like.
• Extended viewing of CRT screen.
• Extended travel within region including some overnight.

Senior Commercial Banker II

LOCATION -- Grand Rapids, Michigan 49503

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.

03/17/2024

Address:

300 S. Grand Ave.

Job Family Group:

Wealth Sales & Service

Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals.

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.

• Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
• Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio.
• Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted advisor.
• Leads a deal team to meet client needs when acting as the lead relationship manager.
• Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client’s banking needs.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Identifies emerging issues and trends to inform decision-making.
• Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
• Partners with the leadership team on strategic direction and complex line-of-business projects.
• Conducts independent analysis and assessment to resolve strategic issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance and addresses any issues.
• Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes.
• Ensures high quality of information obtained to support decisions.
• Contributes to the assigned portfolio’s profitability through expense control and profitable pricing practices for products and services.
• Negotiates appropriate pricing using discretion where required to build a profitable portfolio.
• Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.
• Applies financial planning skills and concepts against each client’s personal and financial situation.
• Acts as an ambassador to enhance BMO’s reputation in the market.
• Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
• Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
• Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.
• Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.
• Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.
• Performs sales and service support activities to meet client needs and maintain overall service levels.
• Develops rapport and instills confidence with the client to develop credibility and earn their trust.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
• Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.
• In-depth knowledge of Personal and Commercial credit and non-credit products.
• In-depth sales and client service skills.
• In-depth business development skills with successful track record.
• Ability to lead in-depth planning conversations.
• Expert relationship management skills.
• Able to work independently, resolving complex or ambiguous issues or situations.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

Compensation and Benefits:

$110,000.00 - $157,050.00

The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or 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: www.bmousbenefits.com.

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.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.

Responsibilities:

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities

• Assists, educates, and trains clients on conducting simple transactions through self-service technologies

• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy

• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping

• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Required Qualifications:

• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for helping new and existing clients based on their needs.
• Has strong written and verbal communications skills.
• Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
• Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (five months for employees with a work location of New York, six months for employees with a work location of Nevada, eight months for employees with a work location of California or Pennsylvania).
• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• An associate’s degree or bachelor’s degree in business, finance, or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
• Experience with financial information, spreadsheets and financial skills.
• Knowledge of banking products and services.

• Strong computer skills including MS applications and previous experience utilizing laptop technology.

Skills:

• Active Listening
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

Shift:

1st shift (United States of America)

Hours Per Week: 

40