Total 3 Manager level Finance / Banking / Insurance job vacancies in Davis Monthan AFB, Arizona

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time, allowing for more flexibility in where and how you work. We know that choice and flexibility are important to you. We also recognize that flexible and remote positions can become opportunities for military partners, caregivers, and individuals with disabilities to thrive at our company. We invite you to consider what a Modern, Flexible Workplace can mean for you!

It is anticipated that an incumbent in this role will work remotely 100% of the time and will share a hoteling workspace if/when working onsite, as determined by business needs. The incumbent can work remotely from anywhere in the United States, unless otherwise specified in the job posting. Work location is subject to change based on business needs.This Regional Sales Manager is responsible to support credit card business development within the Automotive vertical. The position is responsible for account volume, dealer participation, and dealer engagement growth within defined territory, supporting Co-Brand automotive credit card partnership.

About This Role:

 

1. Perform regular remote communication to dealerships within assigned territory to:

• Establish and maintain positive relationships with key dealership personnel (Dealer Principal, General Manager, Finance Manager, Parts Manager and Service Manager)
• Increase awareness of credit product by meeting virtually with prospective dealerships and non-engaged personnel within participating dealerships
• Coordinate virtual credit card product and promotion training sessions for new dealers and/or dealer employees; performing training if required
• Maintain regular contact schedule with participants, prospects and partner field management to ensure consistent/increased production
• Meet production and growth requirements and objective

2. Regularly partner with regional sales teams within partner, and partner-vendor organizations to secure new dealer agreements, and increase engagement from existing dealers

3. Participate in National and regional partner tradeshows/events, and applicable field organization meetings to promote the credit card program

4. Ensure any compliance issues are addressed with dealers within territory

5. Some travel may be required to visit high opportunity dealers in assigned territory (possibly once per quarter)

6.　Document results and duties in Salesforce and other documentation as needed

7. Complete all required administrative work (timecards, reporting, calendars, etc.) in a thorough and timely manner

The Ideal Candidate for This Role:

 

Basic Qualifications:

1. High school diploma or equivalent required

2. Minimum of three (3) years of external sales experience required

                3. Ability to work independently, in home office

3. Must live in the continental US, preferably near a major airport

Additional Qualifications:

1. Bachelor’s degree preferred

2. Three (3) years of dealership, auto/auto aftermarket, or credit card experience preferred

3. Account management experience preferred

4. Microsoft Office suite (Outlook, Excel, Word, PowerPoint)

5. Working knowledge of CRM software, preferably Salesforce

Incumbent should reside in continental US    

Compensation:

 

Compensation range (base pay): $60,830.00-$100,370.00

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance

• 401k, With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20240277

Equity, Diversity, & Inclusion:

FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this,  we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact.  FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.

See the full FNBO Equity, Diversity, & Inclusion Statement here

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

04/25/2024

Address:

330 Davis St.

Job Family Group:

Retail Banking Sales & Service

• This is a licensed position requiring the SIE, Series 6, 63, Life and Health

Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.

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

Qualifications:

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

Please note that the base salary range for this specific position in Sacramento, CA is $70,000 - $110,000.

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

Compensation and Benefits:

$56,000.00 - $80,000.00

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

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.

We’re here to help

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

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

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

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

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

External candidates: In order for your application to be correctly processed please sign-in before you apply

Internal candidates: Please go to Workday and click "Find Jobs" link under Career

Thank you for considering opportunities with us!

Job Title

Commercial Insurance Product Manager - Remote

Requisition Number

R6325 Commercial Insurance Product Manager - Remote (Open)

Location

Arizona - Home Teleworkers

Additional Locations

Alabama - Home Teleworkers, Arkansas - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Kentucky - Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, New Jersey - Home Teleworkers, New York - Home Teleworkers, North Carolina - Home Teleworkers, Ohio - Home Teleworkers, Oklahoma - Home Teleworkers, Pennsylvania - Home Teleworkers, Tennessee - Home Teleworkers, Texas - Home Teleworkers, Utah - Home Teleworkers, Virginia - Home Teleworkers, Washington - Home Teleworkers

Job Information

We're Mobilitas, a commercial insurance company created by CSAA Insurance. Our mission is to reinvent commercial insurance in the mobility space by providing technologically advanced solutions for today’s way of doing business. At Mobilitas, we believe in what's possible, we use our inventive skills to create new opportunities - we're not chasing the status quo, we're chasing a shared vision. We’re looking for motivated, innovative individuals who think big, move fast and are dedicated to creating a company from the ground up, without the constraints of a traditional insurance company. We’re excited to push the boundaries of commercial insurance and are looking for enthusiastic team members to help us reimagine insurance. We are actively hiring for a Commercial Insurance Product Manager.

Your work:

• Evaluating both start-up and tenured business accounts in ridesharing, car sharing, car subscription, and other emerging markets.

• Collaborate with Forms, Legal, and Claims to identify risk exposures and recommend appropriate insurance solutions.

• Reviewing and analyzing business financials, operations, inventory management, risk controls, employee training, procedures, and other pertinent underwriting information.

• Play an active role in the design and development of new product.

• Evaluating underwriting profitability of existing businesses, including analysis of loss runs, frequency and severity trends, and subscriber and employee driver risk profiles.

• Determining appropriate account pricing based on risk attributes, while attracting and retaining desired business and helping achieve overall program profitability targets.

• Monitoring the evolution of sharing economy and mobility sector and competitive landscape in developing innovative insurance solutions that meet the needs of new and emerging exposures.

• Effectively support broker relationships and develop new business opportunities by pursuing creative, client-centric solutions in a highly responsive and professional manner.

• Regularly interacting with executives. Interactions frequently involve activities such as speaking to or negotiating with customers, influencing other leaders, and representing the organization.

Required Experience, Education and Skills

• BA/BS degree or equivalent combination of education and experience.

• 3-5 years of commercial auto insurance experience.

• 2-3 years of insurance product management experience.

• Product management and/or underwriting experience for medium to large business accounts.

• Detailed knowledge of commercial lines products and contract knowledge including regulations of sharing economy and mobility sector.

• Experience with usage-based insurance product design.

• Deep knowledge of the insurance product lifecycle, competitors, insurance product pricing, financial drivers of profitability, insurance regulations and surplus line regulations, general insurance operations, and business processes.

• Outstanding interpersonal skills and the ability to influence.

• Ability to work in a fast-paced environment. Strong problem-solving skills focusing on “How”.

• Proactive and self-starter who will search for opportunities and problems and then address them. Flexibility and capacity to balance multiple demands.

What would make us excited about you?

• Prior experience with other insurance lines including general liability, excess liability, cargo, and property a big plus!

• CPCU certification.

• Actuarial designation.

• Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.)

• Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)

• Travels as needed for role, including divisional / team meetings and other in-person meetings

• Fulfills business needs, which may include investing extra time, helping other teams, etc

CSAA IG Careers

At CSAA IG/ Mobilit, we’re proudly devoted to protecting our customers, our employees, our communities, and the world at large. We are on a climate journey to continue to do better for our people, our business, and our planet. Taking bold action and leading by example. We are citizens for a changing world, and we continually change to meet it.

Join us if you…

• BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging.

• COMMIT to being there for our customers and employees.

• CREATE a sense of purpose that serves the greater good through innovation.

Recognition: We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at careers.mobilitasinsurance.com.

In most cases, you will have the opportunity to choose your preferred working location from the following options when you join CSAA IG: remote, hybrid, or in-person. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don’t miss important updates from us. If a reasonable accommodation is needed to participate in the job application or interview process, please contact jobs@mobilitasinsurance.com.

As part of our values, we are committed to supporting inclusion and diversity at CSAA IG. We actively celebrate colleagues’ different abilities, sexual orientation, ethnicity, and gender. Everyone is welcome and supported in their development at all stages in their journey with us.

We are always recruiting, retaining, and promoting a diverse mix of colleagues who are representative of the U.S. workforce. The diversity of our team fosters a broad range of ideas and enables us to design and deliver a wide array of products to meet customers’ evolving needs.

CSAA Insurance Group/Mobilitas is an equal opportunity employer.

The national average salary range for this position is $121,050-$134,500. However, we have a location-based compensation structure. Our salary ranges vary and are calculated based on county of residence. The full salary range for this position across all the states we hire in is $108,900-$161,600. This role also includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to 12% of eligible pay.

If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education.

Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.

Must have authorization to work indefinitely in the US.

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