Total 762 Finance / Banking / Insurance job vacancies in H0098 - HB Libertyville, IL (890 S Milwaukee Ave)

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This position will support the compliance function and state filings. This opportunity is a hybrid schedule; working 2-3 days in our office and the other days remote.

Key Accountabilities:

• Preparation and submission of rate, rule, and form filings countrywide

• Review and analyse state statutes, regulations, and rating bureau bulletins to determine impact and ensure adherence to filing and regulatory requirement.

• Responsible for the preparation of responses to DOI interrogatories

• Develop and maintain state approval charts, forms list, policy forms and rates.

• Work with other business units to write business rules in support of implementing new product and systemic updates related to forms, rates, and rules.

• Maintain manuals and documentation.

In addition to the above key responsibilities, may be required to undertake other compliance related duties from time to time as the Company may require.

Experience:

• At least two years of experience in P&C (Property & Casualty) Commercial lines regulatory and state filings.

• Bachelor’s degree in insurance, business, finance, risk management, or related field (an equivalent combination of education and prior work experience may be substituted at management’s discretion).

• Rate, rule and form filing experience. WC Compliance subject matter expert preferred but not required.

• Knowledge and experience with SERFF.

• Relevant knowledge of regulatory or procedural compliance issues, with ability to apply to operations.

• Intermediate to advanced knowledge of MS Word, Excel, Adobe Acrobat, with the ability to learn proprietary systems.

• Strong communications, analytical, organizational, project management and planning and problem skills.

• Proficiency with personal computers and pertinent mainframe systems and software packages.

• Ability to manage multiple projects/deadlines.

• Ability to work both independently and as a part of a team.

• Must be detailed oriented.

• Compliance or insurance-related certifications (in progress or held) are preferable but not required.

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At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement.  We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program

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:
The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program.  This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification
• Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience
• Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team
• Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs
• Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support
• Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies
• Learn to cultivate a One Bank culture that proactively collaborates with business partners
• Participate in activities that benefit the communities we serve
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee
• Additional duties as assigned
   

SUPERVISORY RESPONSIBILITIES:
Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• College degree or two (2) or more years of leadership experience in a sales environment
• Ability to professionally represent Fifth Third Bank in verbal and written communication
• Capable of analyzing credit and financial information
• Ability to successfully execute and coach sales activities
• Exhibits business acumen
• Demonstrated ability 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.
   

WORKING CONDITIONS:

• Normal office environment.
• Extended viewing of computer screens.
• Periodic travel within the Bancorp footprint to attend meetings and/or training.

Financial Center Manager Associate - Hyde Park or surrounding area

LOCATION -- Chicago, Illinois 60615

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.

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

Compensation Range

Hourly: $19.00 - $23.25 (Amount based on relevant experience, skills, and competencies.)

Location: 5701 West Main Street, Belleville, Illinois 62226

Time Type:

Full time

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

Our Modern, Flexible Workplace:

 

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.

It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.

Summary of the Job:

 

At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you’ll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys.

About This Role:

 

ROLE DESCRIPTION

At FNBO, we always put the customer first — which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer’s unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they’re saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers.

We’re looking for someone who takes pride in helping people — no matter how big or small the task.

THE GREAT BIG SMALL BANK

FNBO has been privately held for more than 160 years, and we believe in doing what’s right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity.

PRIMARY RESPONSIBILITIES

• Make every customer feel welcome in your FNBO branch

• Help customers with transactions like deposits and withdrawals

• Gain an understanding of your customer’s unique financial needs

• Make personalized recommendations to support them

• Help guide your customers toward greater financial well-being

• Deepen your relationship with customers through outreach

• Comply with all bank policies, regulations and laws

BENEFITS AND PERKS

All full-time and part-time employees are eligible for the following benefits:

• Competitive pay and an incentive plan for helping clients

• 401(k) match

• Paid time off and paid holidays

• Medical/Dental/Vision/Life/Disability/Flex Plans

• Employee Wellness Program

• Career development training and coaching

• Tuition Assistance Program

• Employee banking benefits and other discounts

• Culture of recognition and rewards from executive leadership/managers/peers/business partners

The Ideal Candidate for This Role:

 

• Outgoing and enjoys engaging with people

• Friendly with a positive attitude

• A solution-oriented critical thinker

• Excited to learn and take on new challenges

• A team player

• Motivated to do what’s right

• Collaborative and supportive

QUALIFICATION REQUIREMENTS

• High School Diploma or GED

• Bachelor’s degree or equivalent work experience preferred

• Retail banking experience preferred

• Bilingual in Spanish preferred

#IND123

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

Registration Requirement:

This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.

Equity, Diversity, & Inclusion:

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

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

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

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

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

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

• 工作职责：

• 在公司政策和程序指引下传达医学信息,以合法合规方式达成公司指标；
• 及时提供市场信息并做出适当建议；
• 申请和报销区域的活动会议；
• 与客户建立良好关系，保持公司形象；
• 能够就合规要求严于律己，严格管理自己的行为，确保日常工作全部遵循公司政策、行业准则以及相关法律法规政策，包括但不限于：积极完成合规培训；严守诚信，保持真实透明，如实准确报销真实发生且符合公司政策的费用；如对工作中遇有合规疑问主动向经理、卫星团队/法务/内控/合规团队咨询。

• 任职条件：

• 认可公司价值观，为人诚实正直；
• 具有良好的沟通能力和强烈的学习愿望；
• 工作积极，乐观向上，善于自我激励和承受压力；
• 大专或以上学历，医学，药学，生命科学等医药相关专业优先；
• 熟练使用MS Office，英语良好。
• 内部候选人申请岗位空缺还须确保本人在前12个月内在辉瑞工作期间无合规警告以上处分记录并需对过往接受的任何等级的合规处分记录进行如实披露，以及没有正在被调查中 。

  
 

Pfizer is an equal opportunity employer and complies with all applicable equal employment opportunity legislation in each jurisdiction in which it operates.

Sales

#LI-PFE

Job title: Retail DM

Direct reporter:  Retail RM

BU: Market Access and Commercial Team- Distribution and channel management

Responsibilities overview

零售地区经理，负责区域销售工作。包括制定和实施区域的业务目标和发展计划，建立一个业绩良好、极富生产力和士气高昂的团队。对区域客户的需求做出适当反应以达成或超越区域的各项业务目标，对区域代表的行为进行规范和监管，对他们的专业技能提升和学习发展规划提供辅导和支持。

Main tasks

1. 制订并执行所辖区域的业务计划，推动团队完成或超越完成公司和上级经理下达的各项工作目标和任务。

2. 招聘符合公司基本要求的人员(包括各种雇佣形式和编制)，定期对团队成员进行绩效和行为评估，实施有效的激励措施。

3.制订并执行培养团队成员合规意识的计划，规范其工作行为，确保各项活动的真实性和合规性。

4. 制订并执行提升团队成员的专业知识和技能的计划，并对其个人发展规划提供指导与支持。

5. 通过有计划的随访，在与专员讨论区域销售及市场活动时对其进行针对性的辅导。

6. 监控和分析市场发展趋势，挖掘区域市场机会，为公司策略的制订提供反馈和建议。

7. 协调并有效地实施各个项目及活动，合理分配和控制各项资源。有效管理项目和活动的流程，确保其真实有效地开展。

8. 与区域内关键客户保持持续的沟通，建立并持续优化合作伙伴关系。

9. 熟悉对当前及未来业务有影响的政策，必要情况下可根据公司的要求，与相关职能部门合作，参与或协调所辖区域的市场准入工作。

10. 建立和保持有效沟通系统，包括定期召开地区会议，定期与上级经理汇报区域工作进展，与其他部门建立协作关系。

11. 为制订和修改销售相关的政策和流程及其他内部政策提供建议，以实现高效率的销售运作。

12. 支持公司的各项创新举措，带领团队成员执行新举措，并且主动探索创新的机会和方法。

13.完成上级经理指派的其他各项工作。

Pfizer is an equal opportunity employer and complies with all applicable equal employment opportunity legislation in each jurisdiction in which it operates.

Sales

#LI-PFE

It's fun to work at a company where people truly believe in what they are doing!

Job Description:

The Claims Analyst 1 (CA1) works on the full range of claims and correspondence to ensure the satisfaction of the goals and priorities of the team. The CA1 also does their part to meet expectations of internal and external clients with respect to claim handling and Service Level Agreements.

Job Responsibilities

• Follows written procedures and scripts
• Uses proprietary software tools to access and review claim documents, enter claim decisions, and create escalations when needed
• Communicates immediately to leadership all obstacles to completing work
• Meets and exceeds departmental expectations for accuracy and productivity
• Utilizes documented team processes to ensure compliance with departmental standards
• Data entry and verification

Qualifications

• GED or High School Diploma
• Excellent attention to detail
• Strong written English language skills
• Ability to sit at a computer workstation for long periods of time
• Demonstrated skill in analyzing data

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request.  Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.

岗位英文名称:PGECT010

负责荆州县域市场肿瘤产品的推广

  
 

Pfizer is an equal opportunity employer and complies with all applicable equal employment opportunity legislation in each jurisdiction in which it operates.

Sales

#LI-PFE

About Working at Commerce 

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.  

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. 

Compensation Range

Hourly: $19.00 - $23.25 (Amount based on relevant experience, skills, and competencies.)

Location: 995 Columbia Centre, Columbia, Illinois 62236

Time Type:

Full time

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 

• Develop and deliver customized business-specific procedural training to ensure stakeholders understand and manage risks appropriately.
• Develop and maintain the training schedule and tracking system.
• Assist with the identification of business-specific procedural training gaps.
• Act as liaison with Independent Risk Management, where applicable, to ensure training gaps are being addressed and provide feedback on the program.
• Partner with division management, peers and other support teams to develop appropriate training content.
• Under manager’s guidance, play a key role in the planning, development, and delivery of a formal onboarding program for LOB new hires.
• Design content for training curriculum, materials and communication in alignment with change management policy, standards and process documents.
• Deliver training and communication to raise awareness and educate impacted colleagues on change management requirements across business and stakeholder groups.
• Build strong internal working relationships to interface regularly with multiple support teams including business analysts, user acceptance testers, technology partners, and trainers to ensure successful training implementations.
• Research, develop, publish, and refresh training content for LOB workflow.
• Identify and implement appropriate training delivery methodology by content and audience.
• Create presentations and informational videos that support business initiatives or project implementations.
• Collaborate with business analysts, trainers, operations staff, and technology partners to deliver the documentations timely and accurately.
• Lead and oversee team members to design, develop and deliver training content as required by LOB.

Who you are 

• You have a relevant Bachelor's degree or equivalent four-year practical experience working in an operation/production, financial institution, or a fast-paced business environment.
• You have a minimum of four years of experience in technical and soft skill training content development in the financial services industry.
• You can demonstrate experience in the design, development and delivery of learning strategies and programs.
• You are a caring and accountable leader. You're passionate about developing and coaching to bring out the best in people.
• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way. 
• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results. 
• You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life. 
• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. 
• You are decisive when it comes to managing learning priorities as strategy shifts and priorities compete. 
• You are proficient in technology including Microsoft Word, PowerPoint, Visio, SharePoint, and video/audio/graphic editing tools.

California residents — your privacy rights regarding your actual or prospective employment

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*, 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

IL-120 S LaSalle St

Employment Type

Regular

Weekly Hours

40

Skills

Business Operations, Change Management, Communication, Deliverables Management, Long Term Planning, Needs Assessment, Operational Leadership, People Management, Relationship Management, Taking Initiative

Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control.  The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met.

Responsibilities:

• Contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade.
• Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management.
• Aid in the design and implementation of technology including testing and rollout.
• Provide training and support to transaction management staff and business constituents.
• Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc.
• Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.
• Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency.
• Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle
• Participate in projects to enhance performance and efficiency.
• Take part in loan remediation and loan system testing / migrations.
• Actively manage and maintain a deal closing pipeline of loan transactions.
• Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5-8 years of experience
• Individual must have excellent communication, organizational and interpersonal skills.
• Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up. 
• Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs.
• Tableau or visualization tool familiarity
• Experience with Loan IQ, transaction capture tools, etc.
• Keen attention to detail
• Developed analytical and problem-solving abilities
• Client relationship and solution skills

Additional non-core qualifications which will be considered are:

• Experience within a large global team supporting wholesale lending at large financial Institution
• Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
• Experience working with clients under time constraints to facilitate a transaction or process.
• Proven ability to collaborate with team members, Senior management and other business constituents
• Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems
• Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
• Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending
• Deep understanding of operational processes supporting Wholesale lending
• Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture
• Ability to work in an environment where priorities are frequently changing

Education:

• Bachelors/University degree or equivalent experience

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Job Family Group:

Operations - Transaction Services

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Job Family:

Transaction Capture Services

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Time Type:

Full time

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Primary Location:

615 S COLLEGE STREET

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Primary Location Full Time Salary Range:

$81,600.00 - $122,400.00

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

------------------------------------------------------

Anticipated Posting Close Date:

Mar 19, 2024

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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

岗位英文名称：PGECT011

负责咸宁县域肿瘤产品推广

  
 

Pfizer is an equal opportunity employer and complies with all applicable equal employment opportunity legislation in each jurisdiction in which it operates.

Sales

#LI-PFE

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

Position Responsibilities:

This position will be assigned to manage the Syndication Servicing team and will be responsible for servicing commercial loans that are agented by the CIBC Bank USA as well as loans that are agented by other financial institutions in accordance with the Bank’s policies and procedures. 

Essential Duties Include:

• Act as a liaison between the Bank, the customer or participant banks for all transactions and balancing issues
• Manage performance by providing fair and accurate formal feedback
• Reconcile PVTB system against bank notices
• Review appropriate reports to solidify data integrity
• Other tasks/projects as required within the department.

Qualifications:

• At least 4 years of experience performing loan services in a financial institution.
• Detailed and process oriented with a focus on integrity and accuracy of information.
• Strong prioritization and analytical skills.
• Ability to meet deadlines, demonstrate excellent communication skills, and provide exceptional customer service.
• Understanding of financial services operations, infrastructure and payment processing.
• MS Office Skills.
• ACBS and Metavante experience preferred.
• Understanding of accounting and bank sub-systems capabilities.
• Can operative effectively as a lead and as an individual contributor.

CIBC:

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents and empowers teams to do what’s right for the client and to do it well. As part of our team, you will:

• Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and home.
• Connect: Work in a place where the right technology and infrastructure foster innovation, collaboration, and creativity.
• Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training.
• Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits programs, retirement savings, and more.

California residents — your privacy rights regarding your actual or prospective employment 

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*, 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

IL-70 W Madison St, 8th Fl

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Business Operations, Customer Service, Hiring, Operations Management, Operations Support, People Management, Prioritization, Process Improvements, Taking Initiative, Technical Knowledge

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

Our Modern, Flexible Workplace:

 

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.

It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.

Summary of the Job:

 

Schedule: M-Fri 7am-7pm, Sat 8am-2pm

At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you’ll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys.

About This Role:

 

ROLE DESCRIPTION

At FNBO, we always put the customer first — which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer’s unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they’re saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers.

We’re looking for someone who takes pride in helping people — no matter how big or small the task.

THE GREAT BIG SMALL BANK

FNBO has been privately held for more than 160 years, and we believe in doing what’s right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity.

PRIMARY RESPONSIBILITIES

• Make every customer feel welcome in your FNBO branch

• Help customers with transactions like deposits and withdrawals

• Gain an understanding of your customer’s unique financial needs

• Make personalized recommendations to support them

• Help guide your customers toward greater financial well-being

• Deepen your relationship with customers through outreach

• Comply with all bank policies, regulations and laws

BENEFITS AND PERKS

All full-time and part-time employees are eligible for the following benefits:

• Competitive pay and an incentive plan for helping clients

• 401(k) match

• Paid time off and paid holidays

• Medical/Dental/Vision/Life/Disability/Flex Plans

• Employee Wellness Program

• Career development training and coaching

• Tuition Assistance Program

• Employee banking benefits and other discounts

• Culture of recognition and rewards from executive leadership/managers/peers/business partners

The Ideal Candidate for This Role:

 

• Outgoing and enjoys engaging with people

• Friendly with a positive attitude

• A solution-oriented critical thinker

• Excited to learn and take on new challenges

• A team player

• Motivated to do what’s right

• Collaborative and supportive

QUALIFICATION REQUIREMENTS

• High School Diploma or GED

• Bachelor’s degree or equivalent work experience preferred

• Retail banking experience preferred

• Bilingual in Spanish preferred

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

#IND123

Registration Requirement:

This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.

Equity, Diversity, & Inclusion:

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

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

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

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

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

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

03/31/2024

Address:

3201 Juan Tabo NE

Job Family Group:

Retail Banking Sales & Service

Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank’s policies and processes.

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.

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.
• Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.
• Conducts cold calls to prospective customers to develop new customer relationships.
• Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business.
• Supports the Bank’s community involvement and participates in community activities.
• Maintains a high-touch relationship with key branch customers and prospects within the market.
• Resolves customer related issues using knowledge of bank services, products, and processes.
• Fulfills sales and service activities for the customer in accordance with approved procedures.
• Builds the business plan for the branch.
• Influences and negotiates to achieve business objectives.
• Identifies emerging issues and trends to inform decision-making.
• Implements, reviews, and revises work plans.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Ensures alignment between stakeholders.
• Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.
• Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Communicates goals, plans, and assignments to achieve financial and customer service goals.
• Leads the implementation of new programs, products and processes within the branch.
• Coordinates the implementation of national and regional sales and service initiatives.
• Monitors the service request and problem resolution processes for adherence to national standards.
• Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.
• Plans and controls unit operating expenses in accordance with forecasts.
• Manages transactional outcomes for customer calls or defers to appropriate internal business groups.
• Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.
• Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
• Builds effective relationships with internal/external stakeholders.
• Maintains the confidentiality of customer and Bank information.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with all legal and regulatory requirements for the jurisdiction.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Previous supervisory or management experience - preferred.
• In-depth knowledge of retail banking products and services.
• Advanced knowledge of competitive marketplace and trends in product offerings.
• Working knowledge of branch operational processes and policies.
• Working knowledge of branch technologies, processes, and performance metrics.
• Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Compensation and Benefits:

$50,400.00 - $93,600.00

Pay Type:

Salaried

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.