Total 25 Finance / Banking / Insurance job vacancies in Clarkston, Washington

• Provides project leadership in corporate financial systems related projects. Analyzes the financial impact, cost savings, and improved efficiency and effectiveness of on-going and proposed maintenance and security projects, and presents findings and recommendations.
• Assists in developing procedures, policies, and system solutions and enhancements to accommodate policy or system changes across the Corporation that affect the financial systems or processes and ensures compliance with financial, accounting and information security standards and policies.
• Provides consultation and recommendations to senior management in the evaluation of new or improved financial information systems technology and/or applications software. Researches current or emerging technologies, and determines whether to adopt new releases or updates.
• Leads and conducts functional and technical tests and validations of upgrades, external and internal software releases, DIT mandated testing, disaster recovery, user acceptance testing, contingency planning efforts, enhancements and maintenance for NFE and other financial systems, legacy and external systems that interface with or use NFE data.
• Supports and coordinates financial system interfaces with internal and external applications, batch processing, allocations, and closing processes including, performing activities to open/close accounting periods. Troubleshoots issues and assists with reconciliations and testing to ensure accuracy and timeliness.
• Develops, performs, and maintains reconciliations of processes to ensure that data and reports are accurate. Creates queries and reports for exception and due diligence monitoring of configuration data elements.

At the full performance level, major duties include:

• Responsible for student enrollment and slot management for select Corporate University (CU) and Federal Financial Institutions Examinations Council (FFIEC) training courses. Develops and distributes materials describing training programs and solicits estimates of training needs from internal and external training contacts.
• Responds to requests and inquiries, providing training contacts with information on how they can participate in CU training programs and resolving issues. Oversees the work of training technicians and course administrators, monitors and ensures accurate and timely communications and pre-course materials are transmitted to class participants.
• Manages all aspects of the development of the annual training calendar for Corporate University (CU) to include analyzing responses from needs inquiries and applying appropriate guidelines to determine number of sessions of each CU program and timing of those sessions.
• Develops appropriate guidelines regarding setting training calendars, scheduling and organizing classes, slot management, tracking and controlling the availability of classrooms to efficiently and effectively accomplish the training and educational requirements and goals of the FDIC and its Divisions.
• Maintains and analyzes detailed course enrollment data to facilitate slot solicitation and scheduling process, monitor operational efficacy, and identify process improvements.
• Analyzes trends in planning and budgeting for the enrollment curriculum programs and adapts techniques for continuous improvement and effectiveness of Registrar processes and procedures. Organizes and analyzes statistical data to produce reports and recommend changes.

• Provides advice and counsel to all FDIC Divisions and Offices and senior management officials on specific cases and matters. Provides opinions in adversarial proceedings where legal questions posed are of a complex or sensitive nature.
• Provides Alternative Dispute Resolution (ADR) consultation on specific cases and matters, including contractual, professional liability, commercial, regulatory, liquidation and outside counsel and mediators.
• Designs organizational conflict management systems for all FDIC Divisions and Offices to prevent or manage conflict.
• Researches, monitors and reviews ADR cases, statutes and regulations to keep the FDIC current in its understanding and application of applicable ADR law.
• Designs, delivers, coordinates and evaluates conflict management, ADR, mediation, and negotiation training for all FDIC Divisions and Offices.

• Coordinates eDiscovery efforts among litigation teams, outside counsel, FDIC IT personnel and other agency stakeholders.
• Provides technical advice in the development, enhancement, and maintenance of eDiscovery support systems (whether on-premises or cloud-based) and related hardware of significance to the storage and recovery of electronically stored information.
• Analyzes and makes recommendations regarding plans for the development, issuance, and implementation of policies that direct the course of eDiscovery litigation support across organizational lines.
• Implements determined necessary upgrades and improvements to existing eDiscovery applications.
• Provides guidance and collaborates with outside litigation support consultants retained to provide technical services to FDIC attorneys during investigations, discovery, trial and regulatory enforcement proceedings.
• Participates in various aspects of contracting, including the development of selection factors for litigation support contracts, cost/benefit analyses for use in evaluating competitive bids, task order development, and performance-based contracting.

• Coordinates eDiscovery efforts among litigation teams, outside counsel, FDIC IT personnel and other agency stakeholders.
• Provides technical advice in the development, enhancement, and maintenance of eDiscovery support systems (whether on-premises or cloud-based) and related hardware of significance to the storage and recovery of electronically stored information.
• Analyzes and makes recommendations regarding plans for the development, issuance, and implementation of policies that direct the course of eDiscovery litigation support across organizational lines.
• Implements determined necessary upgrades and improvements to existing eDiscovery applications.
• Provides guidance and collaborates with outside litigation support consultants retained to provide technical services to FDIC attorneys during investigations, discovery, trial and regulatory enforcement proceedings.
• Participates in various aspects of contracting, including the development of selection factors for litigation support contracts, cost/benefit analyses for use in evaluating competitive bids, task order development, and performance-based contracting.

• Analyzes legal cases and documents, statutes, regulations, and other legal sources for precedential or analogous information and/or argument.
• Reviews citations to a variety of legal authorities and confirms whether the cited authority supports the stated proposition; conforms often complex legal citations to Bluebook system of citation and court rules; locates and retrieves copies of cited cases and other legal authorities (routine and extraordinary) from various digital sources.
• Performs legal research of substantial variety and complexity in the Section’s specialty area; researches multifaceted legal questions and presents conclusions and summaries of research in written memoranda and oral format.
• Proofreads their own work, as well as the work of others, and identify both substantive and non-substantive errors, create detailed and accurate charts, and accurately compile data from various sources.
• Develops and/or maintains workload tracking and evaluation systems and supporting data for pending matters; prepares evaluative analysis of data and/or statistical information about workload as requested.
• Assists in the development of strategies in connection with FDIC legal matters; develops solutions for knowledge transfer and management practices of the legal support function.

At the full performance level, major duties include:

• Evaluates recruitment data, analyzes trends, costs and program effectiveness; and drafts policies, procedures and guidelines related to the recruitment program.
• Provides recommendations on attracting, recruiting and selection of a diverse and highly qualified workforce through effective recruitment planning, sourcing, and use of marketing and communications tools.
• Designs and develops recruitment training, monitors and updates the recruiters’ website, and evaluates nationwide efforts to meet hiring goals.
• Establishes and maintains recruitment networks and alliances with a wide variety of professional, educational and employment communities.

• Takes the lead on the negotiation and consummation of complex settlements in cases.
• Oversees and/or plans and executes all aspects of assigned litigation.
• Prepares legal briefs, office memoranda, and other documents on complex or sensitive legal and litigation issues, including those involving questions of first impression and with conflicting precedent that require extensive research and analysis.
• Maintains close communication with outside counsel to ensure compliance, consistency and accuracy of substantive and procedural positions and briefs pending before state and federal courts, nationwide, on behalf of or against the FDIC in any capacity.
• Identifies legal issues related to civil and bankruptcy litigation and conducts legal research.
• Responsible for identifying and managing matters related to commercial litigation that arise from the FDIC’s role as receiver, liquidator, or conservator of failed financial institutions.

Connect Appointments are seeking a proactive and motivated individual to join our client's team as a Finance Administrator within their Washington site.

What's on offer?

• Monday to Friday
• 07:30 to 16:00 OR 08:00 to 16:30
• £24,000 - 27,000 depending upon experience
• Full training and support to assist you

Working as a Finance Administrator, your duties and responsibilities will include:

• Raising and sending sales invoices and purchase orders
• Collating information for purchase invoices, delivery notes and purchase orders
• Raising and closing down jobs on our "Big Change" job watch system
• Filing, monitoring emails, and answering calls
• Liaising with customers to request uplifts and providing information
• Chasing customer debt
• Backing up the admin department and working with the engineering managers

To be successful within this admin role you will have ideally have previous experience in a similar role, with knowledge and experience of Sage 50.

Do you meet the requirements above?

APPLY NOW or give us a call on 0191 7314 800, we look forward to hearing from you!

Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or work experience providing transferrable skills, or, combination of education and experience.
• Experience in the financial industry preferred.
• Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
• Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
• Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
• This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

WORKING CONDITIONS:

• Normal office environment.
• Extending viewing of computer screens.
• This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
• Travel outside of the affiliate will be required for various classroom training sessions.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Job Title

Job Description Summary

Job Description

Key Responsibilities

• Oversee development of annual budgets and monthly forecasts for key accounts
• Prepare variance analysis and work with operations to ensure that budgets and forecasts are achieved; identify ways to minimize risks and opportunities to drive top-line growth or improve margin
• Manage both the monthly client and internal closes; ensure all reporting and transactional processing requirements are complete and accurate
• Ability to interpret, structure, and implement contracts to minimize risks and to ensure adherence to contract requirements including billing, AR collections, reporting, and KPIs
• Develop and maintain strong working relationships with client contacts
• Act as an integral part of account senior leadership teams to ensure business decisions are analyzed from a finance perspective prior to implementation
• Work with analytics and other teams to automate reporting and other client requirements
• Team with Commercial Solutions on pricing for rebid and renewal proposals
• Support executive leadership and operations with ad hoc financial analysis
• Support Controllership with annual audit and ad hoc requests
• Oversee and sign off on monthly, quarterly, and annual SOX controls related to Revenue, Accounts Payable, Journal Entries and Balance Sheet Reconciliations
• Authorize Capital Purchases, Vehicle Leases, Ad Hoc Payroll and Master Data changes
• Assist in the preparation of quarterly business review decks including KPIs and various analytical reports
• Coach and educate operations team on financial related topics, policies, and procedures; ; experience presenting to large audiences

• Work with operations, corporate finance, and legal on contractual matters, including audits
• Lead a team, identifying each individual’s strengths, weaknesses and support needs and guide their training and development
• Ensure corporate policies and procedures are adhered to

Requirements

• 10+ years related professional experience – FP&A, Controllership, and/or Operational Finance
• Industry experience – manufacturing, distribution, or professional services preferred
• In-depth knowledge and practical experience with budgeting, forecasting, general accounting, SOX, contract set up, billing, purchase orders, calculation of billable hourly rates, transactional processing, month-end close, capital investments, leases, and variance analysis
• Experience collaborating with customers (internal and external) on all finance matters noted above and as a general business partner; ability to communicate financial concepts to a non-financial audience
• Experienced people leader
• Ability to respond effectively to the most sensitive inquiries or complaints
• Experience developing and enhancing processes and controls; experience improving transactional efficiencies and leveraging of ERP systems (JD Edwards/Oracle ideal but not required)
• Strong analytical and communication skills supported by advanced Excel and PowerPoint skills
• Keen sense of urgency and attention to detail, takes ownership of work, elevated level of customer service, resilient, self-starter, and a has a can-do attitude
• College degree with a major or concentration in finance, accounting, or economics
• Ability to occasionally travel to customer sites to work with site management
• CPA (or equivalent) or MBA ideal but not required

#LI-Remote

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

The candidate must reside in Tacoma, WA, or the surrounding area. This role requires regular visits to clinics in the greater Pierce County, WA, area on a regular basis.

This role is 90% remote and 10% travel. Travel to our DaVita clinics to provide education and guidance to DaVita patients about health insurance and the implications of different insurance options is required.

This vital, patient-centered role provides education and guidance to DaVita patients about health insurance and the implications of different insurance options. This position helps patients understand their insurance options and make informed employment and insurance decisions. The Insurance Counselor will help alleviate the stress that dialysis patients often experience in navigating complicated insurance options and employment decisions while also managing their healthcare needs. 

To be successful, the Insurance Counselor must have a passion for customer service and the ability to build trust and rapport with patients and teammates. Teammates in this role will gain expertise in motivational interviewing as well as expert knowledge of commercial and government health insurance benefits, financial assistance programs, and work leave options.

ESSENTIAL DUTIES & RESPONSIBILITIES:

The following duties and responsibilities generally reflect the expectations of this position but are not intended to be all inclusive. The scope of the Insurance Counselor is primarily supporting patients who have existing commercial insurance coverage or who are uninsured.

• Conducts patient insurance education while operating within established compliance parameters of the company
• Identifies and effectively communicates opportunities to better the insurance status of the patient to help reduce or alleviate financial risk and burden
• Provides information to patients to help them find and/or secure options for insurance coverage and other financial assistance programs as necessary
• Provides a high-level of customer service to patients across multiple DaVita Dialysis facilities to ensure educational needs are met and to ensure patient questions or issues are addressed effectively
• Completes insurance assessments/evaluations for patients to accurately document patient education sessions
• Acts as a liaison between patients, facility teammates, billing office and the corporate office to resolve patient insurance issues and/or concerns
• Builds and maintains relationships with field partners (e.g. Home Program Departments, Facility Administrators, Social Workers, Administrative Assistants etc.) to ensure seamless patient support
• Works closely with supervisor/manager to meet objectives, deadlines, and reporting/measurement requirements as they pertain to patient education.
• Provides monthly reporting and analysis on key metrics related to patient education and advocacy as well as actively participates in monthly operations reviews on assigned patient portfolio
• Seeks to find opportunities for continued process improvement and reviews ideas with team and operational leadership
• Attends team meetings, phone conferences, and trainings as needed; may assist with onboarding and training of new teammates or other duties as assigned

EXPERIENCE, EDUCATION, TRAINING, OR QUALIFICATIONS

• Full vaccination against COVID-19 or a medical/religious exemption is required.
• High School Diploma or equivalent is required
• 90% remote work; 10% travel to local facilities education and guidance to DaVita patients about health insurance is required
• This role requires basic computer skills, high speed internet (minimum of 40 GB), a private workspace, and secure transportation to DaVita facilities to perform the duties of the job
• Minimum of two years’ experience working with Medicare and Medicaid insurance as well as commercial insurance plans and benefits (PPO, HMO, POS, EPO, Indemnity) strongly preferred
• Minimum of two years’ experience in a healthcare organization working with clinical staff and patients preferred
• Intermediate computer skills and proficiency in MS Word, Excel, PowerPoint, and Outlook required Power Point preferred
• Bilingual/Spanish Speaking strongly preferred

What We’ll Provide:

More than just pay, our DaVita Rewards package connects teammates to what matters most. Teammates are eligible to begin receiving benefits on the first day of the month following or coinciding with one month of continuous employment. Below are some of our benefit offerings.

• Comprehensive benefits: Medical, dental, vision, 401(k) match, paid time off, PTO cash out
• Support for you and your family: Family resources, EAP counseling sessions, access Headspace®, backup child and elder care, maternity/paternity leave and more

• Professional development programs: DaVita offers a variety of programs to help strong performers grow within their career and also offers on-demand virtual leadership and development courses through DaVita’s online training platform Star Learning.

At DaVita, we strive to be a community first and a company second.  We want all teammates to experience DaVita as "a place where I belong."  Our goal is to embed Diversity & Belonging into everything we do in our Village, so that it becomes part of who we are.  We are proud to be an equal opportunity workplace and an affirmative action employer.  As such, individuals are recruited, hired, assigned and promoted without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, protected veteran status, or any other protected characteristic.

Salary/ Wage Range

Compensation for the role will depend on a number of factors, including a candidate’s qualifications, skills, competencies and experience and may fall outside of the range shown. DaVita offers a competitive total rewards package, which includes a 401k match, healthcare coverage and a broad range of other benefits. Learn more at https://careers.davita.com/benefits  

Key Role:

Maintain responsibility for day-to-day implementation of the AI Investment Technical Strategy and yearly priorities, including technical and business objectives. Support AI Investment portfolio senior leadership in validating technical priorities based on trends and demand signal, ensuring individual projects are scalable across clients and developed according to standards and best practices. Assist in defining the AI Investment portfolio technical priorities and will ensure individual projects are in alignment and meeting development milestones throughout the year. Review project submissions, participate in design reviews, ensure documentation standards are met, and identify points of integration and re-use across the portfolio for critical opportunities. Work closely with the investment operations lead and other internal stakeholders within the CTO to ensure financial and programmatic functions are in alignment with investment business objectives.

Basic Qualifications:

• 12+ years of experience as a data scientist, MLE, SW engineer or a technical product manager for data science and AI solutions
• 7+ years of experience in management setting project priorities and leading development teams in successful project execution
• 5+ years of experience with Agile and Kanban development life cycles
• 3+ years of experience supporting public sector clients
• Experience leading analytics, data science, or AI teams, developing team strategy, and ensuring key business metrics are met
• Ability to obtain a security clearance
• Bachelor's degree

Additional Qualifications:

• Experience leading or as a member of an AI R&D organization within the government or private sector
• Master's degree

Clearance:

Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information.

Create Your Career:

Grow With Us

Your growth matters to us—that’s why we offer a variety of ways for you to develop your career. With professional and leadership development opportunities like upskilling programs, tuition reimbursement, mentoring, and firm-sponsored networking, you can chart a unique and fulfilling career path on your own terms.

A Place Where You Belong

Diverse perspectives cultivate collective ingenuity. Booz Allen’s culture of respect, equity, and opportunity means that, here, you are free to bring your whole self to work. With an array of business resource groups and other opportunities for connection, you’ll build your community in no time.

Support Your Well-Being

Our comprehensive benefits package includes wellness programs with HSA contributions, paid holidays, paid parental leave, a generous 401(k) match, and more. With these benefits, plus the option for flexible schedules and remote and hybrid locations, we’ll support you as you pursue a balanced, fulfilling life—at work and at home.

Your Candidate Journey

At Booz Allen, we know our people are what propel us forward, and we value relationships most of all. Here, we’ve compiled a list of resources so you’ll know what to expect as we forge a connection with you during your journey as a candidate with us.

Compensation

At Booz Allen, we celebrate your contributions, provide you with opportunities and choices, and support your total well-being. Our offerings include health, life, disability, financial, and retirement benefits, as well as paid leave, professional development, tuition assistance, work-life programs, and dependent care. Our recognition awards program acknowledges employees for exceptional performance and superior demonstration of our values. Full-time and part-time employees working at least 20 hours a week on a regular basis are eligible to participate in Booz Allen’s benefit programs. Individuals that do not meet the threshold are only eligible for select offerings, not inclusive of health benefits. We encourage you to learn more about our total benefits by visiting the Resource page on our Careers site and reviewing Our Employee Benefits page.

Work Model
Our people-first culture prioritizes the benefits of flexibility and collaboration, whether that happens in person or remotely.

• If this position is listed as remote or hybrid, you’ll periodically work from a Booz Allen or client site facility.
• If this position is listed as onsite, you’ll work with colleagues and clients in person, as needed for the specific role.

EEO Commitment

We’re an equal employment opportunity/affirmative action employer that empowers our people to fearlessly drive change – no matter their race, color, ethnicity, religion, sex (including pregnancy, childbirth, lactation, or related medical conditions), national origin, ancestry, age, marital status, sexual orientation, gender identity and expression, disability, veteran status, military or uniformed service member status, genetic information, or any other status protected by applicable federal, state, local, or international law.

Address:

Job Family Group:

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

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

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

  Qualifications:

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

Compensation and Benefits:

Pay Type:

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

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

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

We’re here to help

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

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

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

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

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

Ankura is a team of excellence founded on innovation and growth.

Ankura Disputes & Economics (Trust & Mass Torts) Overview:

The Ankura Disputes & Economics, Trust & Mass Torts practice is commonly engaged to assist financial investigations, litigations and disputes, turnaround and process improvement engagements, and other critical business issues. The Data Analytics team specializes in the efficient identification of relevant and responsive data across clients’ vast internal systems and repositories and works with clients to efficiently extract and effectively analyze client data. The team’s consulting experience involves large, diverse, and often incomplete data sets across client enterprises including financial, accounting, human resources, payroll, and a variety of other business systems. The team collaborates with computer forensics and investigatory experts to assess and respond to both the quantitative and qualitative aspects of problems. A Senior Associate in the Data Analytics practice is responsible for utilizing data analytics and technology skills to provide accounting and finance related consulting services to clients.

The Senior Associate will work with clients – businesses, government entities, and/or law firms – to address their most complex and pressing concerns. The Senior Associate must be capable of applying advanced, strategic approaches to assist clients with complex information management and analysis challenges by combining data analytics techniques, sophisticated technology tools, and information management principles to help clients make well-informed decisions. Ankura provides Associates with the opportunity to work collaboratively on diverse teams with skilled, intelligent, driven, and successful individuals. Ankura is focused on hiring Associates who will serve as the foundation of a growing firm dedicated to its people, culture, and delivering high quality service to clients.

*This is a hybrid role with 1-2 days in the DC office.

ESSENTIAL DUTIES & RESPONSIBILITIES:

As a Senior Associate, you will be intimately familiar with the clients' big-picture objectives and challenges as well as ingrained in the smallest details of their organization’s data and IT infrastructure.  With this knowledge you will be responsible for designing and executing efficient, innovative analytical solutions to address their issues.  Responsibilities will include, but will not be limited to, the following:

• Coordinating with client contacts to identify, acquire, synthesize, and analyze relevant data

• Identifying the relationships among multiple sources and types of data, and organizing this information to facilitate effective data analysis

• Designing and implementing complex financial models to generate meaningful metrics and/or visual demonstratives

• Analyzing and interpreting historical financial, operational, and transactional data

• Performing the day-to-day client engagement activities, including interaction with client personnel, internal Ankura team members, and other stakeholders involved in the engagement

• Contributing to the overall success of the firm by participating in pitches, developing internal training, and marketing the firm externally to prospective clients

Required Skills & Qualifications:

• Minimum of a Bachelor’s Degree in finance, accounting, economics, statistics, data analytics

• Minimum of 3 years of work experience in a related field

• Experience with Python and/or R in addition to other data analytics languages

• Experience with SAS preferred

• Familiarity with database management and querying tools (e.g., SQL, VBA)

• Familiarity with data visualization tools such as Tableau

• Able to demonstrate excellent communication (written and verbal), mathematical, and organizational skills

• Able to adapt quickly in handling multiple/evolving tasks as a result of new engagements and/or re-prioritized deadlines

• Highly motivated, eager to learn, and able to motivate others

• Able to utilize technology to solve complex problems

• Able to produce high quality and/or final work product under strict deadlines

• Possess strong quantitative and qualitative research and analytical skills

• Possess strong team-oriented personality characteristics: hard-working, thoughtful, and collaborative, with a positive outlook and confidence

• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

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Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email accommodations@ankura.com or call toll-free +1.312-583-2122. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.