I. Job responsibility:

•Prepare and analyze monthly, quarterly, and annual financial reports.

•Manage taxation, including PPH 21, PPH 23, PPH Final, and the preparation and submission of annual and monthly tax returns (SPT).

•Ensure compliance with tax regulations and applicable accounting standards.

•Provide financial analysis and recommendations to support management decision-making.

•Oversee accounting processes and ensure the accuracy of financial data.

•Manage budgeting and financial forecasting.

II. Essential Professional Experience:

•Minimum of 1 years of experience in finance or accounting.

•Experience in tax management and financial reporting.

•Familiarity with accounting software and ERP systems.

•Experience in preparing reports for internal and external audits.

III. Skill:

•Capable working with computer (ex. MS Word, Excel, Outlook, and Power Point)

•Strong analytical skills.

•Have strong presentation skill

•Have strong comunication skill is a must

•Fluent in English in both verbal and writing is a must

IV. Qualification:

•Maximum Age 30 Years Old

•Bachelor’s degree in Accounting, Finance, or a related field.

•Possession of Brevet A and B certificates.

•In-depth knowledge of Indonesian taxation, particularly PPH 21, PPH 23, and PPH Final.

•Strong understanding of financial accounting standards and financial reporting.

Do work that matters!

Your role exists to make our customer’s lives easier. Whether a customer is buying their first or second home, investing in a property, refinancing, building or renovating, you’re there to deliver the right solutions at the right time.

Our Senior Home Lending Specialists thrive on creating long-lasting relationships as well as proactively creating new relationships. They know how to ask the right questions to deliver appropriate lending solutions and build trust, confidence and advocacy in every interaction.

We are:

You’ll be joining our Mobile Lending Team. We’re always on the go, remotely working and, meeting our customers at a time and place that is convenient to them. Using industry-leading technology, our team provide customers with a seamless banking experience anywhere, anytime.

You are:

• Looking for a relationship based exciting opportunity to build your own brand in the community.
• You’ll be required to travel frequently to meet your customers and put your solid understanding of our products, processes and policies to good use by proactively identifying your customers’ financial needs.
• You’ll have, a strong presence in the local community, building a credible personal brand with your customer base and a strong and active referral partner network.
• As a mobile banker, you’ll be a stickler for detail, ensuring applications are compliant and checks are complete

• The service you provide will be exceptional, giving you the confidence to ask for external referrals from your existing satisfied customers.

Your development:

If you live the values and demonstrate our lending capabilities, we’ll help you find the next step that’s right for you and enable you to be your best to get there.

We’re interested in hearing from people who have:

• A proven track record of delivering exceptional customer service and establishing and maintaining rewarding relationships

• A minimum 2 years’ experience in a residential lending environment and an existing knowledge of Home Lending products and the current responsible lending legislation

• An ability to identify and anticipate customers’ financial needs

• The ability to see the big picture for customers and provide them with holistic solutions.

If this sounds like you apply today!

 “At CommBank we are proud to support flexibility, let’s discuss what this means for you”

Please note – We are seeking Expressions of Interest within these teams for present and future vacancies. Successful candidates will be contacted for a further conversation around suitability.

Impact and Role Contribution:

As a Manager, Controls Assurance, you will join our high performing Chief Controls Office teams and assist in supporting the business to identify, assess and manage the risk inherent in providing a range of operations services to the CBA group.

You will also partner with key stakeholders to deliver insights, utilising analytical skills and complex data. You will need the adaptability to work in a fast-paced environment and the ability to build relationships and work collaboratively with the extended leadership team across Line 2 and Group Audit.

In any given week you will:

• Assist in the Automation strategic pillar in becoming more efficient and effective in both executing assurance and testing, through the innovative use of Automated Assurance Tools, Data Analytics, Continuous Monitoring and Modelling.
• Provide Line 1 assurance through testing complex automated and business controls that support the Bank’s critical business.
• Drive continuous improvement of the controls environment through implementation of continuous control monitoring, automation and control rationalisation.
• Validate and present findings, document test plans, results and conclusions clearly and concisely
• Take ownership of assigned internal customer relationships using strong interpersonal and communication skills, both verbal and written, keeping stakeholders informed of assignments, emerging opportunities where analytics can help achieve desired business outcomes

We're interested in hearing from people who have:

• Experience in a Risk Management, Assurance or Audit environment including the identification, planning, testing and reporting on automated and technology dependent manual controls across various business processes
• Ability to think critically and analytically and use data driven insights to solve problems
• Influencing and consulting skills, with the ability to build relationships with stakeholders at all levels
• Proficient with one of the following tools-Alteryx, Tableau, Power BI, Servicenow as an end user and/or Advanced excel skills  
• Knowledge of Operational and Compliance Risk frameworks

Your qualifications:

• 3 - 5 years of relevant experience.
• Previous experience in financial services (or similar environment), Big 4 and/or risk management highly valued.
• Relevant Tertiary Degree/ Relevant professional accreditations

What’s next?

Our team is looking to connect with Risk professionals who are interested in being part of a high performing, customer-focused and passionate culture to build a simpler, better bank. We welcome you to express your interest and learn more about Risk opportunities. We will be in contact with suitable candidates.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696

We support our people with the flexibility to balance where work is done with at least half their time each month connecting in office. We also have many other flexible working options available including changing start and finish times, part-time arrangements and job share to name a few. Talk to us about how these arrangements might work in the role you are interested in.

Location

Job Description:

Join the High-Energy Team at Gate City Bank, West Fargo Veterans Boulevard!

Are you a driven, compassionate, and creative individual? At Gate City Bank, we believe in investing in the best people – that’s YOU! – because we know that’s what sets us apart.

Why Choose Us?

• Explore our outstanding benefit package here.

• Pay starting at $17.25/hr

• +$5/hr for all Saturday shifts worked!

Job Description:

As a Customer Service Representative at our West Fargo Veterans Boulevard Office, you’ll be providing exceptional customer service, assisting with financial transactions, and offering a wide range of services. You’ll also guide customers on how to effectively utilize our products and services to achieve their financial goals.

Schedule:

• Monday to Friday: 9AM-6PM

• Rotating Saturdays: 8:45AM-12:15PM (half-day off during the week when working Saturday)

• +$5/hr for all Saturday shifts worked!

Essential Functions:

• Open new accounts, educate customers on available services/products.

• Utilize customer interactions to suggest additional services or programs.

• Manage and balance cash drawer, reporting discrepancies to supervisor.

• Address basic customer inquiries, both in-person and over the phone, while adhering to regulations and privacy policies.

• Demonstrate “Brilliant at the Basics” customer service skills, fostering productive relationships.

Requirements:

• High school diploma or equivalent

• Prior customer service, cash handling, and/or sales experience preferred

• Detail-oriented with high accuracy in transaction processing

Ready to bring the excitement? Join us in making a difference for our customers and our community! Apply today!

EOE/including Disability/Vets

Member FDIC

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.

Essential Functions/Responsibilities

• Perform necessary functions necessary to open accounts, perform maintenance.
• Run a Teller drawer as deemed necessary by management
• Support client engagement through active calling, client conversations, and follow up.
• Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to:
• Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related
• Ensure client follow up calls are conducted in the proper time frame.
• Maintain all operational and risk management standards
• Other duties as assigned to assist clients transact business within the branch, drive-thru, by phone and email.
• Model the way for peers and coworkers aligned with First Financials Mission and Values.
• The CB is responsible for adherence to all compliance and regulatory procedures.
• Partner with the District Specialists to execute against retail strategies and objectives to attract, retain and grow core client relationships, fulfill client’s financial needs and provide a fIRST Class
• Client Experience.
• Function as client’s personal trusted advisor by adding value and building deep client relationships by utilizing the First Client Conversation Model.
• Participate and lead in the First Financial Bank Experience by being active in site center huddles and meetings to support sales and service activities.
• Consistently meet or exceed sales, service and referral goals as set by management, by effectively collaborating as a team, the District and with lines of business in an effort to assist clients meet their dedicated financial needs.
• Provide digital assistance and service for clients establishing or in need of support in utilizing the bank’s online offering.
• Stay informed and up to date on all bank products, processes and procedures and procedures; especially those that are most complex.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• 3-4 years client service experience in a retail environment.
• 3-4 years sales and service experience with previous success in achieving sales and service goals in retail environment.
• High school diploma or general education degree (GED) is required.
• May obtain notary authorization
• Possesses a strong level of bank product knowledge and solid sales skills.

Preferred Knowledge and Skills

• Associate’s or Bachelor’s degree is preferred and/or an equivalent combination of education and work experience in sales preferred.

Level of Complexity and Scope

• Ability to serve a wide variety of client needs according to bank policy and procedures.
• Ability to lead teams as needed.

Degree of Independence and Decision-Making

• Works with limited supervision.
• Follows established guidelines.
• Applies guidelines with proficiency.
• Collaborates with senior role or Supervisor.
• Uses subject-matter expertise to advise others.

Required Supervisory Responsibilities

• Supports the management needs for the FCM

Physical Requirements

• Occasionally lifts and carries up to 50 lbs.
• Frequently lifts and carries up to 10 lbs.
• Frequently sits, stands, walks and drives

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

• Client Conversation Workshop
• Transaction Processing & Regulatory Understanding
• Consumer Banking Certification: Business Management Tool
• Consumer Deposit Certification: Regulatory, Risk, Legal & Fraud
• Consumer Lending Certification: Loan Application and Communication
• Consumer Lending Certification: Regulatory, Risk, Legal & Fraud
• Consumer Deposit Certification: Estates, Trusts & Power of Attorneys
• Consumer Lending Certification: Understanding Credit Reporting, DTI, T-Chart
• Consumer Lending Certification: Understanding Underwriting & Processing
• Consumer Lending Certification: Understanding Tax Returns, Financial Statements & Schedules

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.

Address:

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.

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
• 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 standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• A focus on delivering a personal experience to customers.
• 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.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

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

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

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

We’re here to help

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

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

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

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

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

At HCSC, we consider our employees the cornerstone of our business and the foundation to our success. We enable employees to craft their career with curated development plans that set their learning path to a rewarding and fulfilling career.

Come join us and be part of a purpose driven company who is  invested in your future!

Job Summary

Required Job Qualifications:
* High School diploma or GED.
* Data entry and/or typing experience.
* Clear and concise written and verbal communication skills.
* Experience processing medical claims.

Preferred Job Qualifications:
* Referral preference given to applicants able to take and meet testing criteria.
* Must have trained on the six-eight-week Blue Chip claims processing system or have the ability to fully complete the six-eight-week Blue Chip Training class.
* Knowledge of medical terminology and CPT, HCPCS, and ICD9 coding.
* Knowledge of coordination of benefits principles and terminology.
* Experience with multi-tasking and prioritizing.

Are you being referred to one of our roles? If so, ask your connection at HCSC about our Employee Referral process!

HCSC Employment Statement:

HCSC is committed to diversity in the workplace and to providing equal opportunity and affirmative action to employees and applicants. We are an Equal Opportunity Employment / Affirmative Action employer dedicated to workforce diversity and a drug-free and smoke-free workplace. Drug screening and background investigation are required, as allowed by law. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

At HCSC, we consider our employees the cornerstone of our business and the foundation to our success. We enable employees to craft their career with curated development plans that set their learning path to a rewarding and fulfilling career.

Come join us and be part of a purpose driven company who is  invested in your future!

Job Summary

Required Job Qualifications:
* High School diploma or GED.
* Data entry and/or typing experience.
* Clear and concise written and verbal communication skills.
* Experience processing medical claims.

Preferred Job Qualifications:
* Referral preference given to applicants able to take and meet testing criteria.
* Must have trained on the six-eight-week Blue Chip claims processing system or have the ability to fully complete the six-eight-week Blue Chip Training class.
* Knowledge of medical terminology and CPT, HCPCS, and ICD9 coding.
* Knowledge of coordination of benefits principles and terminology.
* Experience with multi-tasking and prioritizing.

Are you being referred to one of our roles? If so, ask your connection at HCSC about our Employee Referral process!

HCSC Employment Statement:

HCSC is committed to diversity in the workplace and to providing equal opportunity and affirmative action to employees and applicants. We are an Equal Opportunity Employment / Affirmative Action employer dedicated to workforce diversity and a drug-free and smoke-free workplace. Drug screening and background investigation are required, as allowed by law. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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 Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time. 

How you'll succeed

• Client engagement – Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help clients meet their goals.

• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.

• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking 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’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

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

• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.

• You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.

• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

• 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

Full-time Advisor Assistant (40 hrs/week) - Roseville, CA

Who we are

Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision, and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

About the role

We want to hear from you today if you can:

• Providing administrative support to the Financial Advisor.
• Scheduling appointments with clients.
• Maintaining an accurate calendar for the advisor.
• Providing appropriate documentation for client appointments.
• Assist with transaction follow up and updates for
• This position will not perform selling duties, nor advise clients

What we are looking for

• Excellent verbal communication and have the ability to interact effectively with external contact
• Must demonstrate strong organizational skills
• Must consistently exercise discretion in handling client interactions and information
• Must be proficient with applicable computer applications, including managing Outlook e-mail and calendar, MS Word. MS Excel
• High School graduate or equivalent
• Three years office clerical experience
• Additional experience in the insurance, financial services or customer service environment a plus

The hourly pay range for this position is $18.00 - $20.00.

Please note: The job can only be performed in the State locations listed: California.

#LI-CBF

#LI-Hybrid #LI-Remote

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

Address:

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.

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• 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.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping 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.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

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

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

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

We’re here to help

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

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

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

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

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

Address:

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.

• 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.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

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

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

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

We’re here to help

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

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

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

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

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

The Honduras Citi Country Officer (CCO) & Banking Head is an integrated senior management-level position, focused on leading the growth and protecting the Citi franchise in the country.

The CCO & Banking Head is responsible for:

• Overseeing all Citi businesses and operations in the country;
• Driving the overall franchise’s strategic and financial performance;
• Fostering key client and regulatory relationships;
• Managing the organization and corporate governance of country-based legal entities and their regulatory reporting, adhering to the Legal Entity Standard;
• Acting as the lead Citi representative in the country and as a single, coordinated face for the local market, which includes the government, regulators, clients, media, community, and employees;
• Promoting a culture of timely escalation, ethics, compliance, and control.

The CCO & Banking Head requires:

• A strong corporate finance mindset;
• Accountability for a robust risk and control environment protecting Citi’s reputation;
• Strong leadership and risk management skills;
• A demonstrated track record of growth in a long-term sustainable manner.

Honduras market Information

Citi Honduras is a valuable partner to local corporations, public sector clients, as well as the multi-national clients operating within Honduras. Thanks to its geographic breadth and product depth, Citi provides institutional investors in Mexico with access to global markets.  Banco de Honduras S.A. was established since 1889 as a Corporate Bank and in 1965 as a Citibank NA Subsidiary.  We are proud to be the only global bank with in-country presence. Our major asset is our global network, which combined with the professionalism of our people, differentiates us from our local competitors. Our employees proudly serve our communities every day, providing banking services to be the best for our top-of-the-line corporate customers.

The franchise team has 52 colleagues based in Honduras, serving more than 167 customers, 260 GF CIDs. Citibank Honduras is an innovative franchise that adapts quickly to the markets opportunities in order to serve our corporate clients and seize episodic businesses within the client base. Our Strong control environment and Corporate Governance is highly valued by our regulators. Our electronic channel processed 725,000 transactions in 2023, providing our customers the highest standards of safety and reliability in their transactions. Country view Financial indicators : $42.5mm revenues FY23 ($24.8mm L2s, $17.7mm L3s)

 Citi Honduras was recognized by Euromoney as Market Leader in Digital Solutions and Corporate and Social Responsibility (CSR). Market Leader & Best Service in Cash Management 2020, Best Service in Cash Management 2022. Other recent recognitions and awards: World’s Best Foreign Exchange Providers  |  Best Foreign Exchange Bank and Provider (10 consecutive years) | World’s Best Digital Banks  |  Best Corporate/Institutional Digital Banks (15 consecutive years) | Best Online Cash Management Services | Best Mobile Banking Adaptive Site | Best Social Media Marketing and Service  | Best Innovation and Transformation  | Best Open Banking APIs

Within the International area, the CCO & Banking Head is responsible for:

• Lead a franchise-wide client engagement across all local businesses with agility, maximizing the value of the network through active collaboration and differentiating our firm through compelling thought leadership content;
• Attaining and maintaining strong relationship management with clients, government officials, regulators, employees, and media that engender a high level of trust and transparency to support the development of Citi’s market position and growth;
• Driving collective focus on improving the risk and control environment, including issue management, regulatory compliance, and enterprise-wide control initiatives, fostering a culture of escalation;
• Maintaining good health of all legal entities in the country and reviewing their ongoing necessity;
• Taking part in the decision-making process for acquisitions/investments/divestments for proprietary M&A in the country;
• Appropriately managing (directly or through matrix reporting) all businesses, product lines and functions based in country;
• Providing oversight for all critical country and other risk limits and for country risk reviews;
• Responsible for chairing the country governance ensuring compliance with all corporate policies, including ethical standards, corporate governance standards and business practices requirements;
• Monitoring compliance with all applicable laws and regulations (local and US), financial inclusion requirements and corporate policies;
• Leading Citi’s response to a franchise-wide event, e.g., crisis or disaster across all businesses and functions;
• Executing Citi’s Talent agenda and overseeing franchise-wide Talent review, training, and development activities, in partnership with Human Resources;
• Partnering with board to enable effective working relationships and clear directional understanding with all directors, and in particular, with external directors.

Within Banking, the CCO & Banking Head is responsible for:

• Maximizing overall Banking segment profit and loss and returns within Honduras;
• Meeting Banking revenue goals related to budget;
• Leading account planning and follow through with individual target clients and in aggregate;
• Increasing network revenues and maximizing share of wallet across all products and all client segments;
• Managing the development and execution of Citi’s overall strategy to achieve both short and long- term goals in compliance with corporate standards and local regulations;
• Parent relationship management of our clients’ top executives and key stakeholders, while maintaining ethical standards;
• Leveraging and ensuring alignment with Citi’s core strategy to originate both flow and episodic revenue;
• Providing and promoting a wide range of treasury and corporate finance solutions, including cash management, trade, vendor finance, foreign exchange, general credit, loans, debt capital markets, share repurchase, and interest rate and equity derivatives;
• Capital and credit allocation in partnership with Global Capital Management (GCM) and Independent Risk Management;
• Ensuring the efficient use of capital and capital returns (RORC and RoTCE) across the franchise;
• Understanding regional trends to identify growth opportunities, anticipate obstacles and communicate a forward-looking vision responsive to changes;
• Leading the Sustainability agenda and the digital transformation for our clients;
• Building strong teams and recruit diverse bankers in the franchise.

Qualifications, Experience and Strengths:

• 15+ years relevant experience in the financial services industry;
• Proven leadership skills and strategic thinking to create momentum and a collective agenda across multiple products with a diverse population and competing priorities;
• In-depth experience and understanding of banking products, including loans / debt (short and long-term), capital management, cash management, trade products, corporate and structured finance, Debt Capital Markets (DCM), and derivatives products;
• Senior Credit Officer (SCO) preferred;
• Demonstrated understanding of compliance issues and regulatory requirements (global and local);
• Previous experience of managing a P&L and overseeing Risk, Controls and Governance;
• Experience in managing medium/large teams across a matrix organization;
• Demonstrated intellectual grasp and understanding of the industry, its evolving trends and client’s top business challenges to drive compelling thought leadership and raise Citi’s share of mind in partnership with the Client Organization;
• Relationship management with both internal and external stakeholders;
• Ability to drive and foster simplification to achieve efficiency;
• Understanding and translating global/regional strategy;
• Demonstrated clear and concise written and verbal communication.

Educational Requirements:

• Bachelor’s/University degree;
• Master’s degree is preferred.

The Honduras Citi Country Officer (CCO) & Banking Head is an integrated senior management-level position, focused on leading the growth and protecting the Citi franchise in the country.

The CCO & Banking Head is responsible for:

• Overseeing all Citi businesses and operations in the country;
• Driving the overall franchise’s strategic and financial performance;
• Fostering key client and regulatory relationships;
• Managing the organization and corporate governance of country-based legal entities and their regulatory reporting, adhering to the Legal Entity Standard;
• Acting as the lead Citi representative in the country and as a single, coordinated face for the local market, which includes the government, regulators, clients, media, community, and employees;
• Promoting a culture of timely escalation, ethics, compliance, and control.

The CCO & Banking Head requires:

• A strong corporate finance mindset;
• Accountability for a robust risk and control environment protecting Citi’s reputation;
• Strong leadership and risk management skills;
• A demonstrated track record of growth in a long-term sustainable manner.

Honduras market Information

Citi Honduras is a valuable partner to local corporations, public sector clients, as well as the multi-national clients operating within Honduras. Thanks to its geographic breadth and product depth, Citi provides institutional investors in Mexico with access to global markets.  Banco de Honduras S.A. was established since 1889 as a Corporate Bank and in 1965 as a Citibank NA Subsidiary.  We are proud to be the only global bank with in-country presence. Our major asset is our global network, which combined with the professionalism of our people, differentiates us from our local competitors. Our employees proudly serve our communities every day, providing banking services to be the best for our top-of-the-line corporate customers.

The franchise team has 52 colleagues based in Honduras, serving more than 167 customers, 260 GF CIDs. Citibank Honduras is an innovative franchise that adapts quickly to the markets opportunities in order to serve our corporate clients and seize episodic businesses within the client base. Our Strong control environment and Corporate Governance is highly valued by our regulators. Our electronic channel processed 725,000 transactions in 2023, providing our customers the highest standards of safety and reliability in their transactions. Country view Financial indicators : $42.5mm revenues FY23 ($24.8mm L2s, $17.7mm L3s)

 Citi Honduras was recognized by Euromoney as Market Leader in Digital Solutions and Corporate and Social Responsibility (CSR). Market Leader & Best Service in Cash Management 2020, Best Service in Cash Management 2022. Other recent recognitions and awards: World’s Best Foreign Exchange Providers  |  Best Foreign Exchange Bank and Provider (10 consecutive years) | World’s Best Digital Banks  |  Best Corporate/Institutional Digital Banks (15 consecutive years) | Best Online Cash Management Services | Best Mobile Banking Adaptive Site | Best Social Media Marketing and Service  | Best Innovation and Transformation  | Best Open Banking APIs

Within the International area, the CCO & Banking Head is responsible for:

• Lead a franchise-wide client engagement across all local businesses with agility, maximizing the value of the network through active collaboration and differentiating our firm through compelling thought leadership content;
• Attaining and maintaining strong relationship management with clients, government officials, regulators, employees, and media that engender a high level of trust and transparency to support the development of Citi’s market position and growth;
• Driving collective focus on improving the risk and control environment, including issue management, regulatory compliance, and enterprise-wide control initiatives, fostering a culture of escalation;
• Maintaining good health of all legal entities in the country and reviewing their ongoing necessity;
• Taking part in the decision-making process for acquisitions/investments/divestments for proprietary M&A in the country;
• Appropriately managing (directly or through matrix reporting) all businesses, product lines and functions based in country;
• Providing oversight for all critical country and other risk limits and for country risk reviews;
• Responsible for chairing the country governance ensuring compliance with all corporate policies, including ethical standards, corporate governance standards and business practices requirements;
• Monitoring compliance with all applicable laws and regulations (local and US), financial inclusion requirements and corporate policies;
• Leading Citi’s response to a franchise-wide event, e.g., crisis or disaster across all businesses and functions;
• Executing Citi’s Talent agenda and overseeing franchise-wide Talent review, training, and development activities, in partnership with Human Resources;
• Partnering with board to enable effective working relationships and clear directional understanding with all directors, and in particular, with external directors.

Within Banking, the CCO & Banking Head is responsible for:

• Maximizing overall Banking segment profit and loss and returns within Honduras;
• Meeting Banking revenue goals related to budget;
• Leading account planning and follow through with individual target clients and in aggregate;
• Increasing network revenues and maximizing share of wallet across all products and all client segments;
• Managing the development and execution of Citi’s overall strategy to achieve both short and long- term goals in compliance with corporate standards and local regulations;
• Parent relationship management of our clients’ top executives and key stakeholders, while maintaining ethical standards;
• Leveraging and ensuring alignment with Citi’s core strategy to originate both flow and episodic revenue;
• Providing and promoting a wide range of treasury and corporate finance solutions, including cash management, trade, vendor finance, foreign exchange, general credit, loans, debt capital markets, share repurchase, and interest rate and equity derivatives;
• Capital and credit allocation in partnership with Global Capital Management (GCM) and Independent Risk Management;
• Ensuring the efficient use of capital and capital returns (RORC and RoTCE) across the franchise;
• Understanding regional trends to identify growth opportunities, anticipate obstacles and communicate a forward-looking vision responsive to changes;
• Leading the Sustainability agenda and the digital transformation for our clients;
• Building strong teams and recruit diverse bankers in the franchise.

Qualifications, Experience and Strengths:

• 15+ years relevant experience in the financial services industry;
• Proven leadership skills and strategic thinking to create momentum and a collective agenda across multiple products with a diverse population and competing priorities;
• In-depth experience and understanding of banking products, including loans / debt (short and long-term), capital management, cash management, trade products, corporate and structured finance, Debt Capital Markets (DCM), and derivatives products;
• Senior Credit Officer (SCO) preferred;
• Demonstrated understanding of compliance issues and regulatory requirements (global and local);
• Previous experience of managing a P&L and overseeing Risk, Controls and Governance;
• Experience in managing medium/large teams across a matrix organization;
• Demonstrated intellectual grasp and understanding of the industry, its evolving trends and client’s top business challenges to drive compelling thought leadership and raise Citi’s share of mind in partnership with the Client Organization;
• Relationship management with both internal and external stakeholders;
• Ability to drive and foster simplification to achieve efficiency;
• Understanding and translating global/regional strategy;
• Demonstrated clear and concise written and verbal communication.

Educational Requirements:

• Bachelor’s/University degree;
• Master’s degree is preferred.

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Job Family Group:

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Job Family:

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Time Type:

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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.

Graham-Rogers is seeking an Entry Level Insurance Assistant to join our team in Bartlesville, Oklahoma. This can be a remote from home opportunity after training.

WHO YOU ARE:

You believe in working as a team and thrive in fun, collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success.

WHAT YOU’LL DO:

• • Reviews & completes all company correspondence/request as needed. 

  • Reviews accuracy of internal transactions processed.

  • Delivers policy documents and notices to agents.

  • Contact Insurance Carriers for specific risk exceptions/approvals.

  • Respond promptly to voicemails and emails to maintain high level of service.

  • Aids retail agents/mortgagees for policy/billing inquiries.

  • Build & maintains working relationship with retail agents.

  • Reviews of property inspections adhering to the carrier’s guidelines.

  • Properly documenting & suspensing of internal files.

  • Reviews property inspections to determine eligibility and corresponding with retail agent on eligibility concerns, options or ineligibility.

  • Follow Insurance Carriers guidelines as well as State & Federal regulations.

  • Follow through all suspense items to be in compliance with Quality Control.

  • Attend Virtual Conference calls with Carriers & internal team meetings in facilitating learning, communication & understanding to ensure procedural guidelines are being met.

  • Perform related work as requested by management.

  • Support other members of the team when needed.

WHAT YOU WILL NEED:

• Ability to perform with good organizational skills and be detail oriented.

• Ability to multi-task and accept responsibility for performance results

• Ability to perform under fast paced, high demand work environment

• Professional and friendly attitude and mannerism

• Preferred two years insurance experience with P&C license

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Potential for discretionary bonuses

• Paid time off

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

• Employee Stock Purchase Plan

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:

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.

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and  provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• 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.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping 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.
• Basic 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.