Total 14 Manager level Finance / Banking / Insurance job vacancies in Bangor or Wrexham, LL57 2PW

Field Team Leader (Insurance)

Location: Willand / Cullompton or Truro, UK

£35,000 - £40,000 per annum dependent on skills and experience

Are you a people manager with a good knowledge and passion for the insurance industry and/or farming and agriculture? Do you excel at mentoring, coaching, and managing people? Are you driven by business strategy and achieving goals? If so, we have an exciting opportunity for you!

Acorn by Synergie is currently seeking a dynamic and experienced Field Team Leader to join their client's team, based in either Willand or Truro. As a team leader, you will be responsible for overseeing a team of Insurance Advisors who work in the field. This role requires someone with a strong understanding of business strategy, brand, objectives, and priorities, as well as exceptional skills in sales, negotiation, organisation, and planning.

In this role, you will use your excellent mentoring and coaching skills to support and develop your team. You will be responsible for setting and monitoring targets, providing feedback and support to team members, and motivating them to achieve their full potential. You will also play a crucial role in driving the team towards achieving business objectives and priorities, while ensuring that the brand standards are maintained.

The ideal candidate for this role will have a proven track record as a successful team leader, preferably in the insurance industry. You must have a strong understanding of business strategy and be able to align your team's efforts with the company's overall objectives. Your sales and negotiation skills must be top-notch, as you will be responsible for driving business growth and ensuring that targets are met. Additionally, you must possess excellent organisational and planning skills to ensure the smooth day-to-day operations of your team.

At our company, we value teamwork, collaboration, and a supportive work environment. As a Field Team Leader, you will have the opportunity to work alongside a dynamic team of insurance professionals who are dedicated to providing our clients with excellent service. You will also have access to ongoing training and development opportunities to enhance your skills and advance your career.

So, if you're ready to take on a new challenge and lead a team to success, we want to hear from you! Apply today and join our growing team of insurance experts.

Responsibilities:

- Act as a mentor and coach for a team of Insurance Advisors working in the field.
- Set and monitor targets for individual team members, and motivate them to achieve their sales goals.
- Provide regular feedback and support to team members to help them improve their performance.
- Ensure that the team is aligned with the company's business strategy, brand, objectives, and priorities.

If you believe you have the skills and experience to offer this position, please could you apply or send your CV to coral.jenkins@acornpeople.com

Acorn by Synergie acts as an employment agency for permanent recruitment.

Proud member of the Disability Confident employer scheme

Field Team Leader (Insurance)

Location: Willand / Cullompton or Truro, UK

£35,000 - £40,000 per annum dependent on skills and experience

Are you a people manager with a good knowledge of the insurance industry? Do you excel at mentoring, coaching, and managing people? Are you driven by business strategy and achieving goals? If so, we have an exciting opportunity for you!

Acorn by Synergie is currently seeking a dynamic and experienced Field Team Leader to join their client's team, based in either Willand or Truro. As a team leader, you will be responsible for overseeing a team of Insurance Advisors who work in the field. This role requires someone with a strong understanding of business strategy, brand, objectives, and priorities, as well as exceptional skills in sales, negotiation, organisation, and planning.

In this role, you will use your excellent mentoring and coaching skills to support and develop your team. You will be responsible for setting and monitoring targets, providing feedback and support to team members, and motivating them to achieve their full potential. You will also play a crucial role in driving the team towards achieving business objectives and priorities, while ensuring that the brand standards are maintained.

The ideal candidate for this role will have a proven track record as a successful team leader, preferably in the insurance industry. You must have a strong understanding of business strategy and be able to align your team's efforts with the company's overall objectives. Your sales and negotiation skills must be top-notch, as you will be responsible for driving business growth and ensuring that targets are met. Additionally, you must possess excellent organisational and planning skills to ensure the smooth day-to-day operations of your team.

At our company, we value teamwork, collaboration, and a supportive work environment. As a Field Team Leader, you will have the opportunity to work alongside a dynamic team of insurance professionals who are dedicated to providing our clients with excellent service. You will also have access to ongoing training and development opportunities to enhance your skills and advance your career.

So, if you're ready to take on a new challenge and lead a team to success, we want to hear from you! Apply today and join our growing team of insurance experts.

Responsibilities:

- Act as a mentor and coach for a team of Insurance Advisors working in the field.
- Set and monitor targets for individual team members, and motivate them to achieve their sales goals.
- Provide regular feedback and support to team members to help them improve their performance.
- Ensure that the team is aligned with the company's business strategy, brand, objectives, and priorities.

If you believe you have the skills and experience to offer this position, please could you apply or send your CV to coral.jenkins@acornpeople.com

Acorn by Synergie acts as an employment agency for permanent recruitment.

Proud member of the Disability Confident employer scheme

TSB Bank Plc

Job Title: Manager, Performance & Reporting
Function: Performance & Planning, COO
Location: London, Edinburgh, Bristol or Gloucester – Hybrid working
Salary: From £50,000 plus excellent benefits
Closing Date: 30 August 2024



At TSB we’re all here to give money confidence to our customers and communities. Wherever you work in TSB you can make a real difference to your career, our business, and the wider community.

We’re looking for someone who is passionate about data interrogation with the ability to effectively tell a story in your presentation of this data. You will enjoy making a real impact on the business by collaborating with stakeholders from COO, Exco, external Stakeholders and our regulators.
The Performance and Planning team serves the COO and wider Executive Committee and Board with collateral and insight on the performance of our channels. We're a team of dynamic, hands-on colleagues who enjoy working together to showcase the performance of COO, bringing it to life along with our commercial knowledge.  
How you’ll make a difference The Manager, Performance and Reporting is responsible for supporting the Performance and Planning team in delivering highly polished, regular reporting activity on our customer channels, our Primary Corporate Objectives, key strategic indicators, and delivery against our strategic plan.

The Manager, Performance and Reporting is responsible for specific components of this reporting, not only will you be able to interrogate and challenge the data, but you will also be able to then utilise the findings of your research and analysis to creatively construct high quality packs for senior stakeholders through the most appropriate format. You will also be encouraged to build collaborative relationships with key business stakeholders to truly understand business performance and how that is determined.
What you’ll bring
- Exceptional analytical and quantitative problem-solving skills and the ability to interpret data.
- Ability to communicate performance effectively, including through PowerPoint and written documents.
- Ability to work effectively with people at all levels in an organisation.
- The ability to give an overarching performance view of COO effectively.
- The ability to identify and collect further observations, data and facts that are relevant to the functions being reported on
- The ability to interrogate the data to create new insights.
- The ability to use logical reasoning to identify problems in performance. What we offer in return
- Hybrid and flexible working arrangements to support a healthy work/life balance.
- An attractive reward and myTSB benefits package, giving you more of what matters to you.
- A diverse, energising, and collaborative working environment.
- A career that’s enriching and full of opportunities.   So, if this sounds right up your street, come join our team, we make things happen!  
We are TSB.  Life Made More.

A Vacancy at University Hospitals of Morecambe Bay NHS Foundation Trust.


The Trust has an aspiration to be a centre of excellence for Personal and Professional Development and the successful applicant will be passionate about enabling every colleague to be the best they can be in order to support our vision to be a great place to be cared for and a great place to work.

Working as part of a team who courageously seek out opportunity to continuously improve so that we can support colleagues to deliver outstanding care, the Deputy Head of Personal and Professional Development will be encouraged to share ideas, collaborate, demonstrate curiosity and support the wider senior team.

Primarily overseeing the day to day activity of Learning and Development across all areas of the Trust, including delivery of Trust values, as well as adherence to national and local policy and reporting on compliance.

There will be some line management and a commitment to ensure that all colleagues in the trust have equitable support and access to develop themselves both personally and professionally.

You will be supported in regular 1:1s and meaningful appraisals to grow and develop within your role.

Support the Implementation of Personal and Professional DevelopmentPlanning, curriculum, finance and research through: Collaborative working trust wide, contributing to the strategic planning and identification of opportunities to improve, learner experience, finance, governance, processes and systems. Working with the personnel who deliver those services Trust wide and within medical education, in some instances as line manager.

Professional responsibility(Governance, data, policy, regulation): Supporting the development and implementation of robust assurance systems and writing clear reports. Ensuring alignment to internal and external policies, contracts and guidelines as we seek to deliver an outstanding service. Role modelling own adherence to strategic priorities, values and compliance and maintaining your own professionalism.

Leadership:Keep abreast of innovations and strive toward outstanding standards as part of an enthusiastic committed leadership team who care about our patients and colleagues. Creating a culture of psychological safety where every colleague has a voice. Personally modelling exceptional communication, an ability to give and receive feedback and a compassionate approach to management tasks. Ensuring the promotion of a respectful and inclusive culture for all. A willingness to be ambitious and curious. An ability to engageacrossthe Trust, Place and system as a Learning and Development specialist.

We operate from three main hospitals-Furness General Hospital (FGH) in Barrow, the Royal Lancaster Infirmary (RLI), and Westmorland General Hospital (WGH) in Kendal, as well as a number of community healthcare premises including Millom Hospital and GP Practice, Queen Victoria Hospital in Morecambe, and Ulverston Community Health Centre.

FGH and the RLI have a range of General Hospital services, with full Emergency Departments, Critical/Coronary Care units and various Consultant-led services.

WGH provides a range of General Hospital services, together with an Urgent Treatment Centre, that can help with a range of non-life threatening conditions such as broken bones and minor illnesses.

All three main hospitals provide a range of planned care including outpatients, diagnostics, therapies, day case and inpatient surgery. In addition, a range of local outreach services and diagnostics are provided from community facilities across Morecambe Bay.

To read more information about the advertised role, and the main job duties/responsibilities please open the Job Description and Person Specification located under the supporting documents heading. You can also read more information about University Hospitals of Morecambe Bay visiting our website https://www.uhmb.nhs.uk/


This advert closes on Tuesday 27 Aug 2024

Title: Programme Manager - Cutover
Contract Type: Permanent
Location: West Ham Lane, Stratford or Sale Point, Manchester (if Manchester-based, we anticipate a need to travel to Stratford approximately once per month)
Persona: Agile/ hybrid, Office based 1-2 days p/w and 3-4 days working from home dependent on business needs
Salary: Salary: London weighted starting from £62,000. Regional / Outside of London starting from £54,500. Dependent on experience
Closing date for completed applications: 09 August 2024
Interviews will be held on: 21st August 2024 via Microsoft Teams.


**Early applications are encouraged as we reserve the right to close the advertisement and interview earlier than stated.


This is an exciting role, leading projects and programme activity to support delivery of L&Q’s Future Shape Strategy, including L&Q’s multi-year £45m Transformation Programme, which will fundamentally improve the way we work and transform the services we provide to our 250,000 residents. This is a big opportunity to support the programme in deploying new technology and ways of working. As Cutover Manager the role holder will support the team in ensuring a smooth transition across multiple phases of the programme improving what we do as an organisation and how we do it for our residents.

Along with Strategy, Planning and Change, the successful role holder will work in close collaboration with colleagues across the business, including Technology, Finance and operational teams.

This is a broad role requiring the ability to flexibly deliver programme management services across a range of projects and programmes end to end, including business analysis, business case development, delivery of change activity, as well as coordination and execution of delivery plans and dependencies to ensure objectives and benefits come to fruition. As the Transformation Programme’s Cutover Manager you will need to translate individual workstream plans into overarching programme plans, manage risks and issues and coach teams in resolving and escalating issues. The ability to work in a complex, dynamic setting and remain agile, adaptable and responsive are critical experiences and skills we seek in the role holder.

As the Transformation Programme’s Cutover Manager you will support the programme in working towards the following objectives:

• Planning and Coordination: Developing a comprehensive cutover plan across Technology, Finance and HMS workstreams and coordinating activities across various teams and stakeholders involved in the transition.
• Risk Management: Identifying potential risks and developing mitigation strategies to ensure a smooth transition without disruptions to business operations.
• Resource Allocation: Allocating resources effectively to execute cutover activities within the defined timeline and budget constraints.
• Communication: Facilitating clear communication channels among all stakeholders to ensure alignment on objectives, timelines, and responsibilities during the cutover period. Ability to influence stakeholders and complete problem-solving activities with the business.
• Testing and Validation: Overseeing testing processes to ensure that systems, processes, and data are functioning as expected before and after the cutover.
• Contingency Planning: Developing contingency plans to address any unexpected issues or delays that may arise during the cutover process.
• Post-Implementation Support and Hypercare management: Provide support across multiple areas of Hypercare, including: a) business support processes of issue management and escalation pathways through a 6 week Hypercare phase b) oversight of monitoring and reporting to programme management c) support the knowledge transfer and smooth transition to business as usual.
• Documentation: Ensuring thorough documentation of cutover processes, decisions, and outcomes for future reference, capture as part of lessons learnt and continuous improvement.

As such, the key required skills as the Transformation Programme’s Cutover Manager include Leadership, Portfolio, Programme and Project Management, Risk Management, Communication and Influencing, and Business Analysis. Experience of applying these skills in a complex and dynamic technical and business-based landscape is essential.

We seek a well-rounded, adaptable, and experienced programme manager, who can use their skills to bring stakeholders and teams together to deliver brilliant outcomes for colleagues and residents alike. It would be a benefit if you can demonstrate experience in leading an organisation through the transition to new ways of working and new technology systems.

If you are interested in this role and have the experience required, then apply without delay!

We are a multi-site organisation, so some roles may require occasional travel between offices, but expenses will be covered.

Location: Based in Huddersfield or Peterlee with hybrid working and some requirement to travel between sites
Are you a strategic HR leader with a passion for people and culture? Do you thrive in dynamic environments and have a proven track record of driving HR excellence in large organisations? If so, we have an exciting opportunity for you to join our People Team at ZIGUP as the Head of HR – Claims and Service.
As the Head of HR – Claims and Service, you will be a trusted advisor to our claims and services businesses, providing influence and coaching on all people-related matters. You will play a critical role in developing and executing people strategies, policies and initiatives that align with our subsidiary businesses’ overall objectives and contribute to their success.
This is an exciting time to join ZIGUP as we embark on an ambitious journey to grow and scale up our operations. We are committed to putting people at the heart of our plan, ensuring our approach is centred on enhancing the employee experience. You’ll have the opportunity to shape and drive our people strategy, making a significant impact on our business and the lives of our employees.
Join ZIGUP as the Head of HR – Claims and Service and enjoy some outstanding benefits …
Of course, there’s a great basic salary, but that’s just the beginning, our most popular benefits include …
Salary – Up to £80,000 per annum based on experience, enhanced by generous car allowance and a 10% annual bonus.Annual leave - Start with 28 days, increasing to 29 days with service. Of course, you’ll have public holidays too and an extra day’s leave to celebrate your birthday!Pension - Generous employer contributions of 7.5%. Financial Benefits - Enjoy the security of free life assurance, a save-as-you-earn scheme, an employee referral scheme (earning £1,000 per referral), and our Benefits App with discounts and cashback at top retailers like Tesco, Asda, Currys, B&Q, and Wickes.Wellbeing & Lifestyle Services - Access our colleague assistance programme with 24/7 GP service, mental health support and physiotherapy plus cycle to work, eyecare vouchers, Health Cash Plan, Dental Plan and Travel Insurance.Motoring Benefits - Take advantage of exclusive employee vehicle-leasing schemes, discounted repairs, and reduced rates on weekend car and van hires.Wagestream - A free financial wellbeing app that gives you more control over your pay, helps you save, provides financial advice and offers even more discounts on your shopping.
About you

First and foremost, working as part of the HR Senior Leadership Team, you’ll have substantial experience of delivering HR for a workforce of 2,000+ colleagues. Your background includes navigating the complexities of large matrixed organisations or PLC’s and understanding the unique challenges they face.
You’ll be solutions focussed and commercially astute with a strong background in HR business partnering and relationship building with a passion for delivery.
You’ll have a strong track record of developing and executing HR strategies and people plans that align with business objectives. Your strategic initiatives have supported business growth and driven organisational success, making you a key player in your previous roles.
You ideally hold a CIPD level 7 Qualification.
You’re experienced in supporting operating board directors, coaching and influencing senior leaders and Managing Directors on a wide range of HR decisions and initiatives.
You’ll have experience working within either the insurance, automotive or contact centre industry.
Ideally, you have proven experience in driving Diversity and Inclusion initiatives. You understand the importance of a diverse workforce and have implemented strategies that promote an inclusive culture, ensuring that the organisation reflects the diversity of its customers and communities.
Preferably, you have experience in organisational development and design, having led initiatives that enhance the efficiency and effectiveness of the organisation and understand the different approaches to strategic workforce planning.

About us
ZIGUP is a leading integrated mobility solutions provider. We're trusted by many of the UKs leading insurance and leasing companies, fleet operators, OEMs and blue-chip corporates, delivering a wide array of solutions from vehicle rental and fleet management to accident management, vehicle repairs, service and maintenance.
Our Purpose? Keeping customers moving, smarter.
We are agile. We are experts. We are imaginative. We are reliable.
Keep your career moving, smarter.

An exciting opportunity to joint NHS England South East Region as part of the Commissioning Finance Team.

We are looking for a Finance Manager who is highly motivated, talented, and well organised to join and lead the Pharmacy, Ophthalmic and Dental (POD) Finance Team.

POD services have been delegated to Integrated Care Boards (ICBs) with the POD Finance team providing a financial service through a Hub model.

The successful applicant will play a significant role in supporting commissioners within the Commissioning Hub and ICBs to deliver one of the key NHS objectives for 2024/25 – making it easier for people to access community and primary care services, in particular dentistry.
• Lead the POD Finance Team to ensure a comprehensive financial management process is provided for Pharmacy, Ophthalmic and Dental Services.
• Act as key point of contact between regional and ICB finance teams for POD services.
• Provide information to ICBs relating to delegated services that is clear, accurate and timely.

The NHS England board have set out the top-level purpose for the new organisation to lead the NHS in England to deliver high-quality services for all, which will inform the detailed design work and we will achieve this purpose by:
• Enabling local systems and providers to improve the health of their people and patients and reduce health inequalities.
• Making the NHS a great place to work, where our people can make a difference and achieve their potential.
• Working collaboratively to ensure our healthcare workforce has the right knowledge, skills, values and behaviours to deliver accessible, compassionate care
• Optimising the use of digital technology, research, and innovation
• Delivering value for money.

If you would like to know more or require further information, please visit https://www.england.nhs.uk/.

Colleagues with a contractual office base are expected to spend, on average, at least 40% of their time working in-person.
• Lead POD Finance team and provide a comprehensive financial management service for POD services on behalf of ICBs.
• Access information from variety of sources to inform planning, budget setting, month end reporting and forecasting.
• Preparation of journals
• Directly manage team of staff, taking responsibility for day to day work assigned to the team.
• Responsible for undertaking appraisal and personal development for team members.
• Prepare regular financial reports for ICBs to inform and explain position including variance analysis.
• Meet regularly with ICB Finance Colleagues as part of the month end cycle and other meetings as required.
• Forge strong working relationships with key stakeholders
• Provide professional leadership to team, interpreting and sharing guidance received from national bodies.

If you like what you have read and think you have the skills and experience, we needthendon'tdelay,applytoday!Wegetlotsofapplicationsforourrolesandso we sometimes have to close our posts early.Don't miss out!


This advert closes on Wednesday 17 Jul 2024

Proud member of the Disability Confident employer scheme

Lead POD Finance team and provide a comprehensive financial management service for POD services on behalf of ICBs. Access information from variety of sources to inform planning, budget setting, month end reporting and forecasting. Preparation of journals Directly manage team of staff, taking responsibility for day to day work assigned to the team. Responsible for undertaking appraisal and personal development for team members. Prepare regular financial reports for ICBs to inform and explain position including variance analysis. Meet regularly with ICB Finance Colleagues as part of the month end cycle and other meetings as required. Forge strong working relationships with key stakeholders Provide professional leadership to team, interpreting and sharing guidance received from national bodies. If you like what you have read and think you have the skills and experience, we need then don't delay, apply today! We get lots of applications for our roles and so we sometimes have to close our posts early. Don't miss out!

TSB Bank Plc

Marketing Manager, Tagging Implementation
- Fixed Term ContractFunction: Marketing
Salary: Competitive plus generous benefits package
Location: London, Bristol or Gloucester
- Hybrid WorkingClosing: 17 July 24



At TSB, we're all here to give money confidence to our customers and communities. Wherever you work in TSB, you can make a real difference to your career, our business, and the wider community.
Our Tagging Implementation team sits within the Website and Mobile Management team. Together, we’re responsible for delivering seamless customer experiences on journeys within TSB website and mobile app, in line with the Bank’s strategy and commercial objectives.

As the Marketing Manager for Tagging Implementation, you’ll take ownership in ensuring TSB is able to track and measure how customers interact with the TSB website and mobile app managing the end-to end tagging process from request to deployment. This includes the integration of various digital tools to support the Digital and Marketing strategy. You will also be responsible for auditing and reviewing the deployment of tags, ensuring that PECR compliance is upheld. You will lead a team of Tag Analysts/Assistant Managers, managing the day-to-day priorities and supporting their development.
What you'll bring
- Experience with Tag Management tools (preferably Tealium IQ) and data layer creation and management
- Experience with configuration, management, and usage of digital analytics solutions (preferably Adobe Analytics)
- Ability to build strong relationship across stakeholder groups with the ability to effectively influence and communicate across various business lines and units and at senior levels within the organisation
- Ability to guide product development teams in the implementation of Tealium Tag Management within their product set, including QA, debugging and support through to implementation
- Ability to deconstruct and solve problems, to investigate drivers and figure out why things happen
- Understanding of marketing technologies and digital advertising systems and keeping up with the latest digital trends that impact the role such as cookie less future etc.What we offer in return
- Hybrid and flexible working arrangements to support a healthy work life balance
- An attractive reward and myTSB benefits package, giving you more of what matters to you
- A diverse, energising, and collaborative working environment
- A career that's enriching and full of opportunity
So, if this sounds up your street, come join our team, we make things happen!
We are TSB. Life Made More.

TSB Bank Plc

Marketing Manager, Tagging Implementation
- Fixed Term ContractFunction: Marketing
Salary: Competitive plus generous benefits package
Location: London, Bristol or Gloucester
- Hybrid WorkingClosing: 18 June 2024



At TSB, we're all here to give money confidence to our customers and communities. Wherever you work in TSB, you can make a real difference to your career, our business, and the wider community.
Our Tagging Implementation team sits within the Website and Mobile Management team. Together, we’re responsible for delivering seamless customer experiences on journeys within TSB website and mobile app, in line with the Bank’s strategy and commercial objectives.

As the Marketing Manager for Tagging Implementation, you’ll take ownership in ensuring TSB is able to track and measure how customers interact with the TSB website and mobile app managing the end-to end tagging process from request to deployment. This includes the integration of various digital tools to support the Digital and Marketing strategy. You will also be responsible for auditing and reviewing the deployment of tags, ensuring that PECR compliance is upheld. You will lead a team of Tag Analysts/Assistant Managers, managing the day-to-day priorities and supporting their development.
What you'll bring
- Experience with Tag Management tools (preferably Tealium IQ) and data layer creation and management
- Experience with configuration, management, and usage of digital analytics solutions (preferably Adobe Analytics)
- Ability to build strong relationship across stakeholder groups with the ability to effectively influence and communicate across various business lines and units and at senior levels within the organisation
- Ability to guide product development teams in the implementation of Tealium Tag Management within their product set, including QA, debugging and support through to implementation
- Ability to deconstruct and solve problems, to investigate drivers and figure out why things happen
- Understanding of marketing technologies and digital advertising systems and keeping up with the latest digital trends that impact the role such as cookie less future etc.What we offer in return
- Hybrid and flexible working arrangements to support a healthy work life balance
- An attractive reward and myTSB benefits package, giving you more of what matters to you
- A diverse, energising, and collaborative working environment
- A career that's enriching and full of opportunity
So, if this sounds up your street, come join our team, we make things happen!
We are TSB. Life Made More.

Main Purpose of Job: To take the lead on all things finance

Main Responsibilities:

• Prepare and present regular and timely financial reports for the CEO, staff and Trustees and prepare and present Pete’s Dragons annual budget showing performance against agreed business plans and budgets.
• Review, manage and develop all financial management policies, procedures and systems of the charity.
• Support the Chief Executive and work with external advisors as necessary in the preparation of annual financial statements and draft the Report of the Members of the Board of Trustees in accordance with the Statement of Recommended Practice (SORP) for accounting and reporting by charities in preparation for audit, approval by Trustees and presentation to members at the AGM.
• Ensure that systems and reports required by funders are produced in the required format and timescales.
• Provide accounting services for use by managers in planning and controlling the work of Pete’s Dragons. This includes financial accounting, management accounting, forecasting, budgeting and control systems.
• Manage the Finance related ICT strategy and systems, appointing and managing contractors as appropriate.
• Oversee the purchasing and acquisition of all operating materials (e.g furniture, stationery, equipment etc) in line with budgets.
• Lead the annual insurance process which includes commercial, professional indemnity, accident, cyber security etc.
• Identify income generating and cost saving opportunities across the whole charity.

Income Generation

• Support the lead fundraiser to develop and implement a fundraising strategy. Lead and support fundraisers and be a source knowledge and guidance.
• Monitor and deliver sustained income diversification and growth.
• Work with colleagues across the charity to develop a portfolio of compelling cases for support.
• Prepare and deliver high-quality and tailored proposals for major donors, corporates, charitable trusts and others.
• Work alongside and in support of the CEO to bid for contracts as appropriate
• Regularly review all grant, contract, sales and fundraising pipelines.

Performance management

• Provide line management to direct reports, set clear expectations, coach, support and develop and hold them accountable for the performance of their operational areas.
• Champion staff wellbeing and create an environment where people want to come to work and know that their contribution is important and valued.

You can find further details about the job, organisational structure, recruitment profile, expected outcomes and benefits information in the attached Job Description and other supporting documents. We shall be looking to conduct face to face interviews with the shortlisted candidates on 23rd/24th May. If you are interested in the role and would like more information please contact Jenny Marsh, Deputy Director of Operational Finance on 07783 821744 HNY & NENC or Cathy Kennedy, Director of Operational Finance on 07841 515179 / cathy.kennedy@nhs.net

You can find further details about the job, in the attached Job Description and other supporting documents. We shall be looking to conduct face to face interviews with the shortlisted candidates on 23rd/24th May. If you are interested in the role and would like more information please contact Jenny Marsh, Deputy Director of Operational Finance on 07783 821744 HNY & NENC or Cathy Kennedy, Director of Operational Finance on 07841 515179 / cathy.kennedy@nhs.net

04/07/2024

Address:

905 NE Halsey St.

Job Family Group:

Retail Banking Sales & Service

• Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations.
• Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.
• Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience
• Uses a consultative sales process to develop strong customer relationships; acts as client’s trusted advisor and primary point of contact.
• Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities.
• Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions.
• Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition.
• Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan.
• Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality.
• Executes quality customer review meetings for retention and relationship expansion purposes.
• Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships.
• Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client.
• Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies.
• Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules.
• Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
• Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
• Monitors individual exception reports and takes action to remove exceptions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Executes work to deliver timely, accurate, and efficient service.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required.
• 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability.
• Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date).
• Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
• Excellent understanding of brokerage and insurance products.
• Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning – required.
• Excellent understanding of personal trust and investment management – required.
• In-depth knowledge of client portfolio management.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

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.

Compensation and Benefits:

$56,000.00 - $104,000.00

Pay Type:

Salaried

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

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

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

We’re here to help

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

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

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

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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