Total 7 Finance / Banking / Insurance job vacancies in Dobbins AFB, Georgia

• Designs, plans, and conducts data and/or research studies concerning the trends and impact of CMS programs.
• Conducts analysis of policy issues and topics, researches background information, the origin of laws, and the intended impact in order to make effective policy recommendations.
• Works with other CMS staff and stakeholders, either as a member of a project team or as a project lead, to develop methods for innovative approaches to determining and assuring the reliability and validity of productivity and workload data.
• Responds to inquiries regarding program policies to a variety of internal and external stakeholders (e.g., beneficiaries, providers, and representatives of public and private organizations, congressional staff, and other government organizations).

• Researches patient records to ensure the insurance billing is correct.
• Posts payments received from the insurance companies to appropriate computerized ledgers and subsidiary ledgers.
• Explains Third-Party Collection (TPC) program to patients and their insurance companies.
• Calls numerous insurance companies to verify insurance coverage, amount of coverage, existing rules and regulations pertaining to the patient's policy.
• Maintains suspense records on all claims and correspondence.

• The incumbent designs, plans, and conducts data and/or research studies concerning the trends and impact of CMS programs.
• Conducts analysis of policy issues and topics, researches background information, the origin of laws, and the intended impact in order to make effective policy recommendations.
• Works with other CMS staff and stakeholders, either as a member of a project team or as a project lead, to develop methods for innovative approaches to determining and assuring the reliability and validity of productivity and workload data.
• Responds to inquiries regarding program policies to a variety of internal and external stakeholders (e.g., beneficiaries, providers, and representatives of public and private organizations, congressional staff, and other government organizations).

Duties Listed Below are at the Full Performance Level (FPL) of GS-12:

Manages a grant portfolio within assigned program area(s) and conducts the day-to-day grant management for the grants within the grant portfolio.

Performs analyses of grant related data, policy and program issues, and applies problem-solving techniques to address issues.

Researches, compiles, and analyzes information and data to use in program administration planning; makes recommendations.

Provides technical assistance to grantees to assist them in accomplishing the goals andobjectives of the grant by applying problem solving techniques to address deficiencies.

Coordinates unemployment insurance programs within the agency.

Works with grantees to identify potential issues and conducts research on policy guidance and legislation.

Reviews policy and guidance for application, and provides related guidance to grantee(s).

Communicates Federal and grant award requirements to grantees collaboratively with senior specialists to ensure understanding of grant requirements.

Ensures that grantees deliver agreed upon products and services, achieve negotiated performance outcomes, and operate in accordance with programmatic, administrative, and budgetary requirements.

Participates in on-site compliance monitoring reviews and Enhanced Desk Monitoring Reviews (EDMRs) of grantees to: evaluate the grantee's progress towards meeting the goals specified in the grant agreement with Department of Labor Employment and Training Administration.

Assess the quality of the program and services; ensure that grant activities are being conducted in compliance with the grant agreement and applicable Federal regulations.

Prepares highly complex monitoring reports upon the completion of a monitoring review.

Participates in the development of policy guidance and technical assistance resources for ETA grantees and workforce system stakeholders.

Engages in on-going communication with grantees in order to establish a good communication protocol.

Prepares and delivers presentations to various internal and external audiences on unemployment insurance programs.

Duties Listed Below are at the Full Performance Level (FPL) of GS-12:

Manages a grant portfolio within assigned program area(s) and conducts the day-to-day grant management for the grants within the grant portfolio.

Performs analyses of grant related data, policy and program issues, and applies problem-solving techniques to address issues.

Researches, compiles, and analyzes information and data to use in program administration planning; makes recommendations.

Provides technical assistance to grantees to assist them in accomplishing the goals and
objectives of the grant by applying problem solving techniques to address deficiencies.

Coordinates unemployment insurance programs within the agency.

Works with grantees to identify potential issues and conducts research on policy guidance and legislation.

Reviews policy and guidance for application, and provides related guidance to grantee(s).

Communicates Federal and grant award requirements to grantees collaboratively with senior specialists to ensure understanding of grant requirements.

Ensures that grantees deliver agreed upon products and services, achieve negotiated performance outcomes, and operate in accordance with programmatic, administrative, and budgetary requirements.

Participates in on-site compliance monitoring reviews and Enhanced Desk Monitoring Reviews (EDMRs) of grantees to: evaluate the grantee's progress towards meeting the goals specified in the grant agreement with Department of Labor Employment and Training Administration.

Assess the quality of the program and services; ensure that grant activities are being conducted in compliance with the grant agreement and
applicable Federal regulations.

Prepares highly complex monitoring reports upon the completion of a monitoring review.

Participates in the development of policy guidance and technical assistance resources for ETA grantees and workforce system stakeholders.

Engages in on-going communication with grantees in order to establish a good communication protocol.

Prepares and delivers presentations to various internal and external audiences on unemployment insurance programs.

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 build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. 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 - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
• Business development - Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
• Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

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 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 act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
• You’re a certified professional (MFDA). You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.
• You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

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

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

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

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

*Subject to plan and program terms and conditions

What you need to know

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

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

Job Location

Employment Type

Weekly Hours

Skills

Address:

Supports the organization’s growth objectives by enhancing profitability, market share and loyalty of the assigned branch / market with a focus on recruitment, operational and sales compliance, and professional development of branch staff. Works collaboratively within the branch, BMO partners and the community to build relationships and deliver the desired customer experience.

• Builds and manages a network of referral sources, both internal and external to grow BMO’s business and makes referrals as required to BMO partners.
• Supports the development and implementation of the annual business planning & goal setting framework.
• Supports the achievement of Branch / market growth, profitability, assets under management, and other business unit objectives and key measures.
• Provides day to day technical support team members and manages client escalations.
• Role-models client service expectations.
• Reinforces sales process and client experience, identifies gaps, issues and best practices through the monitoring of sales and performance targets against plans to create and sustain consistent superior service to customers/clients and prospects.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the local market economic trends and competitor activity.
• Acts as a subject matter expert on relevant regulations and policies.
• May network with industry contacts to gain competitive insights and best practices.
• Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Acts as the prime subject matter expert for internal/external stakeholders.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Monitors and tracks performance, and addresses any issues.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Participates in audits and compliance reviews and conducts follow up and coaching as required
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements
• Executes work to deliver timely, accurate, and efficient service.
• Develops and promotes the branch sales and service staff in alignment with the strategy and business plans.
• Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements
• Provides input into the planning and implementation of operational programs.
• Executes work to deliver timely, accurate, and efficient service.
• Sources new sales & service professional candidates.
• Leads/participates in the design, implementation and management of core business/group processes.
• Develops and manages a business/group program.
• Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• In-depth supervisory/leadership experience.
• Must meet the licensing and certification requirements for the team / location / jurisdiction where the mandate is being fulfilled.  And, in Canada, the completion of the Partners, Directors and Senior Officers Exam (Canadian Securities Institute) and the BMO Leveraged Life (LIP) Course must be completed within the first 12 months of your start date.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

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.