Total 134 Others level Finance / Banking / Insurance job vacancies in 32195 Temecula Parkway Suite 103 Temecula, CA 92592

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

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

Our Newest Opportunity: 

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

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

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

• Review and prepare quarterly investment reports.

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

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

• Research client inquiries regarding Plan compliance and operations.

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

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

• Work with internal OneDigital partners on joint client initiatives.

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

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

Qualifications, Skills and Requirements:

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

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

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

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

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

Education, Training and Experience:

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

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

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

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

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

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

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

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

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

Thank you for your interest in joining the OneDigital team!

Hybrid role in Palo Alto, CA

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

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

What you will do:

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

What you will need:

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

What you will gain at Intapp:

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

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

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

#LI-JS2

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

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

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 

If you are interested and qualified for this role, we invite you to apply.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

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

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

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

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

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

How You’ll Succeed

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

Who You Are

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

What CIBC Offers

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

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

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

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

Description

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

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

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

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

.

Key Responsibilities

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

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

Qualifications

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

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

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Citi is an equal opportunity and affirmative action employer.

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

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

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

View the EEO Policy Statement.

View the Pay Transparency Posting

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown has a great opportunity available for a Summer Intern supporting our Plano, TX team!

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Address:

Job Family Group:

Collaborates in the review and evaluation of delinquent, high risk, or issued collections opportunities. Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers on payment strategies and products that meet their objectives. Responsible for supporting the team with other day to day task. Support areas may include, but are not limited to, coaching and training, quality audits, vendor management and credit collection disputes.

• Delivers exceptional customer service that builds trust through expertise, responsive service and support.
• Sends out client communications, transaction processes, and interfaces with operations partners to ensure customer needs are met.
• Develops rapport and instils confidence with clients in order to develop credibility and earn their trust as relationship manager.
• Develops and maintains long-term, profitable relationships and expands share of wallet.
• Contacts the customer to obtain the necessary information to manage their application (as required) ensuring the customer is aware at all times of the status/result of the present and future payments.
• Handles incoming calls in an informed, professional, and efficient manner.
• Addresses the most complex escalated customer requests and transactions.
• Probes to understand customer needs and provides advice related to payments and overall collections strategies in the best interests of the customer.
• Integrates marketing promotions and programs into customer conversations as appropriate.
• Executes established loss mitigation processes/procedures for the resolution of non-performing and high risk accounts.
• Sends out client communications, transaction processes, and interfaces with operations partners to ensure customer needs are met.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Develops action plans and solutions to maximize recovery and safeguard the Bank’s interests.
• Establishes expertise with Consumer Collections personnel as a key support contact/resource/coach with proficiency and tools to assist departments in achieving goals.
• Utilizes strong negotiation skills and interpersonal skills, while adhering to all applicable guidelines, requirements and regulations.
• Reviews accounts and analyzes data and information to determine the probability of collection; provide insights and recommendations.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Develops and executes short term tactics/plans to drive specific behaviours, activities, and results.
• Manages all transactions related to customer calls or refers to appropriate internal business groups.
• Escalates complex or unresolved customer situations to managers as required.
• Completes required documentation to ensure customer’s requests are accurately processed.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Leads/participates in the design, implementation and management of core business/group processes.
• Supports the development and promotion of a business/group program.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Collaborates in efficient functioning of collections life cycle. Includes participating in the execution of established loss mitigation solutions for the successful resolution of non-performing and high risk accounts. Solutions range from various loan modification options to liquidation for borrowers with delinquent and high risk loans in order to offer default / foreclosure alternatives and minimize losses.
• Delivers exceptional customer service that builds trust through expertise, responsive service and support.
• Follows documented policies and procedures to execute transactions, activities and processes.
• Keeps abreast of needs of the Collections departments. Identifies and makes referrals to other business groups as needed.
• Maintains current knowledge of collections strategies, practices, and trends and integrates into customer conversations in a professional manner.
• Maintains the confidentiality of customer and Bank information.
• Supports continuous improvement initiatives by identifying and implementing changes to make processes more effective and efficient.
• Develops and maintains awareness of industry trends and best practices and the regulatory environment as it relates to collections products and services.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Knowledge of Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Knowledge of federal, state/provincial and local laws pertaining to Consumer Collections and functional area - Good.
• Knowledge of BMO products and services - Good.
• Knowledge of competitive marketplace and trends in product offerings.
• Specialized knowledge from 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.

Compensation and Benefits:

Pay Type:

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

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

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

We’re here to help

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

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

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

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

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

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Morstan General Agency seeks an Entry Level Insurance Assistant to join our team in New Hyde Park, NY. 

This position assists the processing group and the front desk by reviewing insurance applications, data entry, inspections, and other pertinent information to evaluate, classify, and rate submissions for insurance by performing the following duties.

WHAT YOU’LL DO:

• Provide full assistance and support for the sales and production process as needed.

• Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.

• Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to management.

• Order and review inspections. This duty requires the ability to identify the different exposures of risks, verify information obtained on inspection with the information on policy for accuracy and verification of underwriting guidelines.

• Issuance of Certificates of Insurance.

• Greet clients and visitors when needed.

• Operate agency telephone switchboard, route incoming calls to appropriate teammate, and take adequate and legible messages or transfer to the appropriate voice-mail box.

WHAT YOU’LL NEED:

• High School Diploma or equivalent

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality.

• One (1) to two (2) years related experience.

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Competitive pay based on experience • Paid Time Off (PTO)

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

WHO WE ARE:

Morstan General Agency, one of the largest members of Bridge Specialty Group, provides customized solutions for all our customers’ insurance needs.

Experience and relationships matter. Our highly trained professionals have built the reputation within the insurance marketplace as being able to find comprehensive coverage at competitive rates.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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

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

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Commercial Banking team, you’ll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency and mitigate risk. As a Relationship Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business opportunities in the community and ensuring clients’ day-to-day banking needs are being met at the highest level. As a strategic partner to some of Canada’s leading companies you’ll be delivering flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals.

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

Pay Range - $80,000 - $85,000 per annum.

How you'll succeed

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

• Teamwork - Work with internal partners to connect clients with opportunities. Commit to building a profile in the local business community in order to leverage that profile into effective working relationships with new and existing clients and internal partners.

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

Who you are

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

• You demonstrate experience in Commercial or Business Banking, demonstrated business development skills, and a solid understanding of financial statements and account principles including valuation techniques and cash flow analysis. You have experience managing the credit quality of a portfolio of commercial banking clients that have credit needs, generally in the $250K-$5MM range, and/or complex cash management requirements.

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

• You have a degree/diploma in Business, Finance, Accounting, or a related field.

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

What CIBC Offers

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

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

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Employment Type

Weekly Hours

Skills

Address:

Job Family Group:

Strategic Context

Our vision is to be the single reference point for service to families of significant wealth.  Our mission is to be the family office that defines exceptional client experience.  We seek to provide the most high-touch, objective expertise needed to support and serve the wealth of families and families of wealth.

Our core services to families include Portfolio Management (asset allocation strategy, research, portfolio implementation, and investment reporting), Family Wealth (tax strategy and compliance, estate advisory, risk management, expense management and philanthropic planning and advisory), Capital Advisory (liquidity planning, capital structure advisory, lending and cash management), and Fiduciary (estate settlement, trusteeship and trust).  We deliver services to clients primarily through BMO Family Office, LLC, BMO Bank N.A., and BMO Delaware Trust.  Together, we have over 130 professionals who service approximately 300 families and manage or advise on approximately $20 billion in assets and administer another $75+ billion in assets.

Role Mandate

This role requires a person who is motivated, eager to learn, likes to get things done and has a mentality of ownership.  We seek individuals who can identify issues and develop solutions.  The Private Wealth Analyst will have the opportunity to interact with a dynamic and intellectual group of professionals who believes in improving not only the client’s experience, but the employee experience as well.

The UHNW Client Solutions Team is focused on improving the client and prospective client experience. We prepare prospective client proposals, oversee new client onboarding and coordinate delivery of services. In addition, we develop integration and collaboration between advisory teams by solving complex operational problems, developing data analytics for management reporting and leading business technology initiatives. The Private Wealth Analyst will assist team members in the functions of the group, and support both Lead Relationship Managers and the business development efforts of our Private Wealth Advisors.

Key Dimensions

• Supports business development, sales and service delivered by Private Wealth Advisors and Lead Relationship Managers
• Identifies ultra-high net worth (UHNW) business development opportunities to help grow BMO Family Office
• Oversees delivery of services and introduction of new services to enhance the overall client experience
• Acts as a key point of contact for clients, taking ownership of and collaborating with others to resolve issues, and recommending ways to improve the overall client experience

Key Accountabilities

• Oversees the preparation of new business proposals or presentations to clients/prospects
• Builds a relationship development plan for all assigned clients under the direction of the Lead Relationship Manager
• Collaborates with internal stakeholders to identify business development opportunities
• Designs and produces regular and ad-hoc reports and dashboards
• Makes updates to sales forecast, pipeline and relationship plans
• Assists in coordinating client meetings, calls and follow up action items
• Monitors, investigates, and responds to client escalations and service issues
• Coordinates account opening and other client onboarding documentation
• Participates in relationship review process and completion of required action items
• Meets high-quality service standards to maximize relationship retention and growth
• Follows policies and procedures to reduce business risk and ensure safety of client assets

Knowledge and Skills

• 4 to 6 years financial service experience in client service and/or business development
• Bachelor’s degree in related field of study preferred
• Knowledge of financial planning, wealth management and private banking
• A willingness and aptitude to influence and recognize new business opportunities
• Proficiency in MS Office suite of software and sales management software
• Strong written and verbal communication skills
• Ability to work collaboratively under tight deadlines and balance/prioritize tasks
• Attention to detail and ability to practically apply written policy and procedures

Compensation and Benefits:

Pay Type:

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

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

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

Equal Employment Opportunity Statement

BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected. characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

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.

Address:

Job Family Group:

Supports the research and development of stress testing and scenario analysis methodologies and related strategies in support of the management of risks arising from changes in the market and external environment for business/group portfolios and products. Applies knowledge of analytics algorithms and technologies to develop models, methodologies and supplementary stress testing tools and infrastructures that assess the impact of a stress on risk capital and ensure risks are properly identified, understood and risk related strategies are enabled. Summarizes statistical findings, draws business conclusions, and presents actionable business recommendations used in the management of risks and related activities e.g. defining tolerance for adverse outcomes, capital modelling, assess capital and liquidity, recovery actions, portfolio and risk management strategies and tactics.

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. 
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. 
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. 
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• May network with industry contacts to gain competitive insights and best practices.
• Interprets new regulations and assesses impacts to the governance framework.
• Develops reports on the status of the stress testing and scenario analysis program or framework components to various internal & external stakeholder audiences.
• Influences and negotiates to achieve business objectives.
• Identifies emerging issues and trends to inform decision-making.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Measures the effectiveness of stress testing and scenario analysis methodologies and frameworks; recommends changes as required.
• Conducts independent analysis and assessment to resolve strategic issues.
• Leads the development and maintenance of the governance system and framework.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Ensures alignment between stakeholders.
• Represents the risk program / governance structure during internal/external regulatory audits and/or examinations.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Manages the review and sign-off process for relevant regulatory reporting.
• Works with stakeholders to identify the business requirements, understand the distinct problems, and the expected outcomes; models and frames business scenarios which impact critical business processes and/or decisions.
• Administers and evaluates changes to stress scenarios and / or model parameters in response to changes in the market and the external environment.
• Identifies where corrective actions are required and escalates per guidelines; ensures corrective action is taken as necessary.
• Works with various data owners to discover and select available data sources from internal sources and external vendors (e.g. lending system, payment system, external credit rating system) to fulfill analytical needs.
• Consults with stakeholders to improve consistency and transparency of risk measurement, metrics and reporting.
• Develops and maintains in-depth knowledge of business and related risk management requirements and legislative/ regulatory directives and guidance.
• Supports the management of governance meetings (e.g. committee, management, board meetings, etc.) as required; facilitates development and approval of agendas, gathering and distribution of documentation related to agendas, and creation of meeting minutes/output.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Analyzes data and information to provide insights and recommendations
• Monitors and tracks performance; addresses any issues.
• Leads/participates in the design, implementation and management of core business/group processes.
• 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.
• In-depth / expert knowledge and understanding of stress testing and scenario analysis methodologies and frameworks.
• Proficiency in statistical/numerical software.
• In-depth / expert knowledge of quantitative risk modeling, calculation of Regulatory and Economic Capital.
• 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:

Pay Type:

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

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

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

Equal Employment Opportunity Statement

BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected. characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

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.

Address:

Job Family Group:

Berkeley Branch

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

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

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

  Qualifications:

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

*Please note the minimum for this position is $51,100.00/yr.

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.

Compensation and Benefits:

Pay Type:

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

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

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

We’re here to help

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

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

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

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

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

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Company Background

Special Risk Insurance Managers Ltd. is an industry leading Managing General Agent established over 20 years ago. Our roots derive from a long serving sports, entertainment and lifestyle insurance provider and we have grown to encompass a wide range of niche and specialty products including inland marine, aviation, marine, specialty casualty, accident, and hard-to-place property.

We are looking to add to our growing team with a full-time permanent processor. This position is suitable for those without any industry knowledge, but who hold some form of customer service experience as this is an entry-level position.

You must have the ability to work from home, with the ability to work in a hybrid home-office model via desk booking system.

Please keep in mind, this is a production-based role where the main KPIs are output volume, output consistency, and accuracy of documents issued.

Duties:

• Process/typing a variety of insurance policies & related documents
• Process policy changes, certificates & endorsements as required
• Assist underwriting staff with servicing files & attaching pertinent information to files
• Communicate with brokers via e-mail & telephone
• Clerical duties, such as electronic filing as required
• Relief reception as required on occasion

Minimum Job Qualifications & Key Personal Attributes:

• Strong organizational & time management skills to complete assignments effectively and within structured timelines
• Strong writing/language & communication skills
• Keen eye for detail
• Interest in being involved with community outreach and company culture
• Understanding of Microsoft Office Suite, Microsoft Office 365 & Google Drive
• High school diploma
• Customer service experience
• Minimum tech requirements to work from home:
  • 25 Mbps download speed with a wired connection
    • 10 Mbps download / 2 Mbps upload speeds per user if sharing connection
  • 250 Mbps download speed via WiFi connection
  • Power Supply: 120V AC for 8 hrs daily

What SRIM has to offer:

• A fulfilling company culture that provides personal support & mentorship, professional growth & career advancement opportunities
• A positive & collaborative environment where an entrepreneurial mindset thrives
• Teammates are rewarded on performance & achievement of goals
• Opportunities to support & volunteer in our communities
• We encourage and subsidize continuing education & professional designations
• Employee Assistance Program available from Day 1 facilitated through LifeWorks
• Extended medical, dental & vision benefits through Canada Life
• Employee Stock Purchase Plan through our parent company Brown & Brown, Inc. (BRO)
• RRSP Matching Program facilitated through Canada Life
• All required equipment is provided

Job Type: Full-time Permanent (37.5 hrs/week Monday-Friday)

Location: British Columbia

Starting Salary: $36,000-40,000

**Only those selected for interview will be contacted**

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Address:

Job Family Group:

Ideal candidate will facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
• Participates and provides leadership in Bank and community activities to increase Bank’s brand visibility and to enhance new business opportunities.
• Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
• May coordinate closing with closing department, clients and attorneys.
• Serves as a daily escalation resource to ensure client expectations are met or exceeded.
• Advises clients on loan products, options, rates, terms and collateral requirements.
• May advise business clients on cash management/deposits solutions.
• Advises clients, where possible, on business management and other financial matters.
• Develops and manages Commercial banking relationships, plans for prospective clients;
• may include focused calling and pipeline management activities.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
• Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services.
• Monitors and tracks performance, and addresses any issues.
• Ensures proper documentations for loans and cash management services.
• Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing.
• Evaluates and structures loan requests, determining appropriate documentation for Approved loans.
• Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements.
• Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations.
• Follows up after closing to insure all documents are completed and filed.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Ensures accurate billing to clients.
• 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.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• 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.

Compensation and Benefits:

Pay Type:

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

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

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

Equal Employment Opportunity Statement

BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected. characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

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.

Address:

Job Family Group:

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

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

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

  Qualifications:

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

Compensation and Benefits:

Pay Type:

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

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

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

We’re here to help

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

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

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

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

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