Total 7 Manager level Business Management / Project / Planning job vacancies in 960 Massachusetts Ave

Job Title

Job Description Summary

Job Description

Candidates for this role can be located anywhere in the US.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Develop project plans for new transitions, including scheduling and assigning tasks, managing and facilitating reporting internally and to the client, and executing training plans.
• Procurement of equipment for new facilities, such as parts, tools, laptops, etc., using various internal and external systems.
• Identifying risks and working with cross-functional teams to develop and communicate contingency plans.
• Develop, define, and implement repeatable processes to further improve operational efficiencies.
• Prepare for and facilitate meetings to review, refine, and finalize deliverables.
• Responsible for compliance with client quality standards, policies, and procedures throughout the transition process, addressing any deviations or quality concerns promptly.
• Manage relationships and work streams with internal teams and third-party vendors.

OTHER ESSENTIAL FUNCTIONS / DUTIES:

• Perform assigned tasks in a safe, effective, and efficient manner.
• Adhere to safety protocols essential for an active construction site to promote, practice, and facilitate a safety-first culture.
• Outstanding organizational skills with strong capabilities in structuring project plans and managing multiple work streams and communication channels simultaneously. 
• Strong time management skills to meet deadlines set by both internal and client requirements.
• Ability to lead and facilitate meetings with both internal and client stakeholders.
• Ability to build and maintain positive client relations.
• Demonstrates effective communication skills with individuals at all levels within the organization.
• Ability to lead multiple projects at once.
• Establish and maintain the respect and confidence of clients and C&W Services employees.
• Ability to identify opportunities and implement solutions independently.
• Ability to work in a fast-paced and demanding environment.
• Ability to build strong cross-functional relationships with client and internal stakeholders.
• Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

TRAVEL REQUIREMENTS:

• Approximately 50-75% travel is required for this role.

BASIC QUALIFICATIONS:

• Bachelor’s degree in Business Administration, a related field, or equivalent work experience. 
• 2+ years of related work experience. 
• Experience in project planning for new site transitions. 
• Demonstrated proficiency in creating and working with documents in Microsoft Word, Excel, and PowerPoint.   

Preferred Qualifications

• Proficiency in project management software such as Microsoft Project, Smartsheet, and Asana.
• Certification as a Certified Associate in Project Management (CAPM) or Project Management Professional (PMP).
• Demonstrated leadership experience in managing teams.
• Possess OSHA 10 or OSHA 30 certification.
• Experience in material handling equipment, industrial maintenance, or supply chain logistics.

#LI-Remote

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.

Address:

Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.

• Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
• Builds sales and industry presentations and attends MGA conferences as speaker to represent BMO Life Assurance and build reputation in the market.
• Plays a leadership role in the industry to promote BMO Life Assurance.
• Provides input to the national sales strategy based on the potential in the assigned region.
• Analyzes the distribution network of managing general agencies (MGAs) and brokers to set contact and relationship priorities.
• Recruits new regional MGAs and brokers.
• Drives business development efforts and marketing plans of the sales team.
• Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.
• Acts as a trusted advisor to assigned business/group.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.
• Shares sophisticated insurance concept solutions to leverage success across the regional team.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• 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.
• Monitors sales results for MGAs to identify any issues and mitigate as effectively as possible.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Reviews sales client messaging to safeguard the organization and customer assets via established compliance and regulatory parameters.
• Provides input into the planning and implementation of operational programs.
• Provides insurance quotations.
• Provides technical support on products, illustration software and other tools.
• Manages the special quote process ensuring that the response is received according to the desired timeline.
• Manages large case process to build the overall regional business. Expedites application as much as possible.
• Answers questions about insurance concepts.
• Leads/participates in the design, implementation, and management of core business/group processes.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Supports the achievement of the business plan within the designated region.
• Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.
• Collaborates effectively with internal stakeholders to build capability and drive business growth.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Life insurance license.
• Certified Financial Planner or Chartered Life Underwriter.
• In-depth knowledge of insurance business, agencies and underwriting principles.
• In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.
• In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.
• Deep knowledge and technical proficiency gained through extensive education and 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.

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

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

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

We’re here to help

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

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

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

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

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

Building a career at Granite may be the most valuable thing you could do...

Are you interested in the opportunity to work for an industry-leading company that will give you the experience and exposure you need to build your career and personal brand? If so, then you’ve come to the right place!

Essential Job Responsibilities:

• Perform accurate project revenue and cost financial forecasting to ensure corporate profitability goals are met.
• Coordinate with estimators and project controls group to establish budget.
• Generate purchase orders, gather quotes, generate invoices and keep track of field crew safety credentials.
• Establish and maintain client and vendor relationships.
• Coordinate efforts with business development and operations teams to manage resources to meet project schedule.
• Participate in bid review and bid closing to ensure accuracy of bid and evaluate project feasibility; work with business development team to develop bid schedule.
• Provide environment where dynamic project communication occurs between Superintendents and Area Manager to ensure work is accomplished in an efficient, profitable, and safe manner.
• Ensure proper job controls, i.e. quantities, costs, revenue and schedule.
• Establish and maintain working relationships with owners, agencies, subcontractors, corporate management, inspectors, etc., providing customer service to develop long-term partnerships with client base.
• Ensure accurate project reports for the job allowing for continuous improvement in performance.
• Run projects at profitability levels to meet or exceed expected margins.
• Comply, understand, and support corporate safety initiatives to ensure a safe work environment.
  
  
  Qualifications
   
• BS degree preferred
• 5+ years project management experience in water well drilling or construction
• Knowledge of water well drilling or similar industry practices.

Layne

• Ability to work in high production environment.
• Demonstrated decision-making skills.
• Excellent leadership skills, supervisory communication and organizational skills.
• Compensation will be based upon experience, great growth opportunity

Our Benefits at a Glance:

Building tomorrow starts with you, and Granite knows that you can excel only if we support you in and out of the workplace.  That is why we offer a broad benefits package that includes paid holidays, sick leave, medical, dental, vision, life insurance, disability insurance, flexible spending plans, as well as special programs for musculoskeletal health, mental wellness, and more.

Salaried employees may choose from two PPO medical plans through Anthem BlueCross, including our most popular plan, for which 100% of the premium is paid by Granite for eligible employees and dependents.  Employees can also opt into a Health Savings Account (HSA) or a Flexible Spending Account (FSA).

As part of our investment in your future outside of the workplace, Granite provides a 100% match on the first 6% of eligible compensation that salaried employees defer into their 401(k) plans, which vests immediately.

Benefits may vary for positions located outside of the continental United States.

Base Salary Range: 

Pay may vary based upon relevant experience, skills, location, and education among other factors.  ​

About Granite Construction Incorporated

Job Description

This role requires a Senior Project Manager who can drive strategy and executes on high priority transformation projects. The candidate will work with business, audit, risk and senior level stakeholders across SSGA as well as external vendors.

The role requires a seasoned leader of cross functional teams in various global locations.

Responsibilities of the Project Manager consist of, but are not limited to:

• Leads the end-to-end planning and management of multiple complex projects
• Plans, organizes and controls the activities of cross-functional  project teams
• Facilitates and integrates dependent upstream and downstream tasks and activities as related to project delivery
• Develops and maintains an end-to-end project plan
• Defines, manages and controls project scope
• Coordinates overall project communications, risks, and issues resolution
• Coordinates project tracking and reporting
• Coordinates on time and  on budget delivery
• Coordinates communication with sponsors and management concerning the project status and issues
• Identifies and uses best practices for project management
• Demonstrates an understanding of the impact of problems across the organization and facilitates a collaborative solution
• Interprets client needs, assessing the full requirements (both functional and technical); identifies and facilitates solutions to non-standard tasks/queries
• Interprets internal and/or external business issues and best practice in own discipline; applies to own role
• Identifies key issues and patterns in complex situations; takes a broad perspective to problems and identifies new / less obvious solutions e.g. thinks creatively
• Develops and nurtures productive and collaborative relationships across all project stakeholders
• Participates in elicitation and definition of product roadmap

• Ensures that project artifacts are audit ready and compliant with CIS and SDLC policies/procedures
• Manages and coaches junior team members; this could also include direct management of some staff members

Education & Preferred Qualifications

• Bachelor’s degree and 10 plus years of experience in large complex technology projects.
• Project / Program Management certification a plus – PMP from PMI or other recognized project management certification
• Experience with JIRA, MSProject, PowePoint & Excel / Tableau

Salary Range:

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Position: Senior Research Project Manager, Office of the Chief Scientific Officer

Location: Boston, MA

Schedule: 40 hours per week, Hybrid

ABOUT BMC:

At Boston Medical Center (BMC), our diverse staff works together for one goal — to provide exceptional and equitable care to improve the health of the people of Boston. Our bold vision to transform health care is powered by our respect for our patients and our commitment to ensure everyone who comes through our doors has a positive experience.

You’ll find a supportive work environment at BMC, with rich opportunities throughout your career for training, development, and growth and where you’ll have the tools you need to take charge of your own practice environment.  

POSITION SUMMARY:

Manage initial development/growth of clinical and translational research system infrastructure at Boston Medical Center. Initial responsibilities will include focus on Boston-HEALHS (Boston Health Equity & community-Aligned Learning Health System), a program funded by a P30 Center grant from the Agency for Healthcare Research and Quality (AHRQ) and Patient-Centered Outcomes Research Institute (PCORI) and will include oversight of other grant funded staff in establishing a management structure for the three cores that make up the center.

Work closely with the Director of Clinical and Translational Research and Chief Scientific Officer to implement and oversee system-wide structures for support and coordination of research activities across a large academic safety-net institution. This will include developing/implementing two centralized cores: 1) a scientific methods core that will be developed in conjunction with Boston-HEALHS, 2) a scientific writing core.

JOB RESPONSIBILITIES

Staff Management

• Responsible for effective personnel management including participating in hiring, training, directing, mentoring and instilling a commitment to quality and excellence. 
• Maintains effective and appropriate staffing by monitoring employee turnover, overtime, and absenteeism. Coordinates/maintains monthly schedule for department coverage.  Submit weekly timesheets. Tracks overtime, absenteeism, hours worked, leaves and vacation/sick time for the Department. 
• Monitors productivity and performance to identify and evaluate strengths and training opportunities; implements quality improvement efforts. Encourages growth and development.
• Conducts employee performance evaluations and disciplines when appropriate to include termination, with appropriate supportive documentation as per established institutional policy.

Operations Management

• Interacts with sponsors, including AHRQ and PCORI. Interfaces with IRB and drafts IRB protocols, amendments, continuing reviews, etc.
• Develops, interprets and implements standards, procedures, policies, and protocols for research studies and for the implementation of core services. Serves as the Center’s expert regarding policy and/or regulatory questions.
• Creates systems for intake of requests to use core services, processes to assign requests to the appropriate team member, and track metrics of throughput that can be used for continuous quality improvement.
• Ensures day-to-day activities of BMC cores are running smoothly and supports this efficiency and effectiveness. Creates and reports on metrics related to the Core’s efficiency and effectiveness

Finance Administration

• Manage the financial obligations of BOSTON HEALHS (cash flow, balance projections, etc.). Monitor all grant expenditures and disbursements for adherence to budget guidelines and award notices.
• Participates in grant renewal processes. Prepare, administer, and ensure timely grant submissions.  Assist investigators in developing and preparing grant proposals, including drafting, editing, and preparing back-up data documentation for the submission.

Project Management

• Plan agenda and facilitate weekly project operational meetings and ensure that minutes are taken, edited, and distributed.
• Write, edit, and prepare manuscripts and presentations for publication of scientific results.
• Collaborate with research staff in writing content for the Research Matters newsletter.
• Prepare substantive aspects of research grant proposals, progress reports, and IRB applications, especially literature and database searches, and assist with conducting analyses for various other projects.

The above statements in this job description are intended to depict the general nature and level of work assigned to the employee(s) in this job.  The above is not intended to represent an exhaustive list of accountable duties and responsibilities required

JOB REQUIREMENTS

EDUCATION:

• Master’s degree required in a relevant field

EXPERIENCE:

• Minimum of five (preferably seven +) years of experience in managing a complex, multi-faceted program, including fiscal oversight.  Minimum of two years of personnel leadership experience.

KNOWLEDGE, SKILLS & ABILITIES (KSA):

• Leadership ability to guide, direct, and mentor staff.
• Must have experience in research, data analysis, manuscript preparation, and grant applications.
• Must be highly organized, detail oriented with a professional demeanor
• Exceptional oral and written communication skills.
• Positive and flexible attitude with excellent interpersonal skills is essential.
• Extensive knowledge of and experience working with computer systems, including Microsoft Office.
• Familiarity with web applications and relational databases and knowledge of SQL, HTML, PHP, or similar languages strongly desirable.

This position is funded by a 5 year grant. There may be opportunity beyond this grant funding for position integration into ongoing operations.

JOB BENEFITS:

• Competitive pay
• Tuition reimbursement and tuition remission programs
• Highly subsidized medical, dental, and vision insurance options
• Career Advancement/Professional Development: Access a wealth of ongoing training and development opportunities that will not only enhance your skills but also expand your knowledge base.
• Pioneering Research: Engage in groundbreaking research projects that are driving the forefront of biomedical science.

ABOUT THE DEPARTMENT:

As the primary teaching hospital for Boston University Chobanian & Avedisian School of Medicine and BU schools of public health and dentistry, intellectual rigor shapes our inquiries. Our research is led by a belief that skin color, zip code, and financial circumstances shouldn’t dictate health.

Boston Medical Center is an Equal Opportunity/Affirmative Action Employer. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail to Talentacquisition@bmc.org or call 617-638-8582 to let us know the nature of your request.

Equal Opportunity Employer/Disabled/Veterans

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

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

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As the Senior Manager, Agency Syndication you will be accountable for providing specialized agency services as an independent intermediary between borrowers and lenders participating in syndicated credit facilities arranged by Wholesale or Retail Markets. This role applies solid knowledge of lending products and accepted syndication and loan administration practices in the following regions; Canadian Commercial Banking, Canadian Large Corporate, US Large Corporate or European Large Corporate.  You will manage all aspects of administration and monitoring of established credit facilities which includes the input, verification and escalation of any risk elements associated with the portfolio.  As a member of the Credit Processing Team, this role participates in process improvement and quality initiatives in order to enhance the quality of client service and increase operational efficiency. Specifically, the PF&I specialist needs to have a good understanding of the overall legal documentation and being in a position to review the borrowing certificates, among others, properly in order to allow funding. In order to do that the person needs to understand the mechanics of the transaction.

How you'll succeed

• Understand and manage all aspects of a number of assigned project finance accounts, including credit, legal, and compliance issues;

• Serve as one of the main point of contact for related stakeholders (i.e. sponsors, borrowers, other lenders in the syndicate, and external consultants such as external legal counsel, technical consultant etc.);

• Perform agent duties that require active communication with related stakeholders;

• Organize and participate in all-Lender / sponsor calls if required;

• Coordinate the action of the lenders as agent in accordance with the financing agreements;

• Provide prompt service to all stakeholders with all work being completed in a timely manner and accurate;

• Distribute required information and/or reports to each participant;

• Control conditions precedent, drawdowns and repayments of the assigned transactions;

• Negotiate and co-ordinate amendment and waiver requests;

• Coordinate the lenders' action for amendment, waiver or consent requests;

• Take prompt action upon request from the participants;

• Update, discuss, and answer credit and deal-structure related questions from other lenders in the syndicate on a daily basis;

• Review legal documentation and manage legal due diligence process, direct the work of, and co-ordinate with, appointed external lawyers.

• Relationship Management - Liaise with borrowers, lenders, external and internal legal counsel, and other business units within the Bank on all activities related to the syndication.

• Provide guidance - Act as an industry expert in local market funding and operational standards for all loan products and services with the responsibility of offering recommendations and solutions to complex funding issues.

• Ensure accuracy

• Manage the flow of funds to mitigate risk to the Bank as agent.

• Negotiate - Collect revenues on behalf of the Agent and syndicate and distribute them accordingly.  On an annual basis, review and recommend/negotiate Agency Fee.

• Update business processes - Act as an agent for continuous improvement and identify opportunities to improve or enhance processes, procedures and service for clients

• Manage and lead processes

• Ensure compliance – For both internal controls and procedures

• Maintain correct data – Establish and maintain current expert knowledge of the credit agreement to accurately and effectively administer the contractual arrangements while mitigating execution risks inherent in the duties of the Administration Agent.

• Facilitate closings of new/amended credit facilities to include sign-off on deal structure, setup and population of ledgers, SyndTrak, review flow of funds memorandum with responsibility for mitigating execution risk, co-ordinate Initial advance in accordance with established procedures.

• Ensure compliance to internal controls and procedures.

Who you are

• You have a University degree / College diploma in Business, Accounting or Finance with 3-5 years of relevant working experience.

• You have a Solid knowledge of various Lending and Deposit Products and Services

• You bring strong knowledge of Commercial Credit industry and/or General Banking; knowledge of Branch Operations / Trade finance

• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.

• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

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

• You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

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

At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $125,000 - $175,000 for the New York, NY market based on experience, qualifications, and location of the position.  The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.

Conduct and Risk Culture

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

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

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

What CIBC Offers

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

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

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Employment Type

Weekly Hours

Skills

Address:

Job Family Group:

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life.

Our Business Banking Relationship Managers provide technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio / jurisdiction. Provides advisory supports to the team to provide insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures.

• Identifies prospective customers, and/or refers customers with Personal Banking and/or more complex needs to appropriate personnel.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Provides advice and support with a focus on unique and complex credit transactions; provides day-to-day technical support for team members.
• Independently examines credit transactions and related reporting (e.g. exception reports) for adherence to transactional policies and procedures.
• Develops risk profiles, credit structuring of lending proposals, and completes credit investigations.
• Examines individual transactions for the designated portfolio and aggregates portfolio information to monitor, analyze, and report on the quality of credit activities and risk-related decisions.
• Understands customer needs and offers financial solutions that meet customer goals.
• Understands the local market and proactively develops relationships with centres of influence.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Delivers exceptional customer service to build trust by providing expertise, responsive service, and support.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides input into the planning and implementation of operational programs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Ensures alignment between stakeholders.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Executes work to deliver timely, accurate, and efficient service.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Identifies business needs, designs/develops tools and training and coaching programs to address observed trends and skill gaps; may include delivery of training to audiences.
• 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.
• Adheres to business banking lending processes, policies, procedures, legal, regulatory, audit, and ethical requirements.
• 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.
• 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 and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Successful completion of CMS Compass Program or equivalent knowledge and experience – required.
• Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
• Strong experience with customer sales and service.
• 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.

Please note the base salary range for this specific position in San Mateo, CA is $75,000 - $110,000.

Compensation and Benefits:

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.