YOUR MISSION

We are looking for an enthusiastic driven Banking business process expert with SAP experience to join the Finance team in our Headquarters in Herzogenaurach. 

Your Mission:

• Be part of our Finance team driving one of the world’s first S/4 HANA Fashion projects for one of the most flexible, multi-cultural and fastest moving sports and fashion brands in the industry 
• Analyze, improve, document, redesign the Banking processes and manage the implementation with the Treasury, IT team and implementation partners.
• Serve as the go-to expert for the Banking process, offering guidance and support to key users and fellow SAP specialists.
• Manage (sub-) projects of Banking Rollout or improvement projects
• Organization and execution of specific SAP workshops and trainings
• Analyze, improve, redesign accounting & controlling processes and manage their implementation in the existing SAP S/4 HANA Fashion solution 

YOUR TALENT

• University degree in Business Administration or Computer science, preferably with a focus on Finance or Business Process
• Several years of experience in accounting according to IFRS and knowledge of the underlying commercial processes in the area of Accounting 
• Process understanding and Best Practice knowledge of the Finance process incl. sub process of Banking
• Operational experience in SAP S/4 HANA with in-depth knowledge of the FI/CO integration with the SD/MM Modul
• Experience with Cash Management, Banking and TMS integration (COUPA) considered as a plus
• Experience in SAP Retail or Fashion solutions - previous project experience in retail, e-commerce or fashion industry is a plus.
• Excellent communication and presentation skills in English
• Willingness to travel, team player, able to work under pressure, assertiveness.

This opportunity will be available in full time or part time.

SPEED & SPIRIT is what we look for in our candidates, defined by some simple values that inspire us to BE DRIVEN in our performance, BE VIBRANT in our sporting legacy, BE TOGETHER in our team spirit, and BE YOU to let our individual talent and experience shine. Applying for a job at PUMA is easy. Simply click APPLY ONLINE and follow the steps to upload your application.

• Peacehaven Community School
• £22,457 - £23,453 FTE (£19,899 - £20,781 Pro Rata) SAT B
• 37 hours per week.
• Term Time Plus 5 Staff Development Days + 5 additional days (40 Weeks)
• Maternity Cover

We are seeking to recruit an Administrative Assistant (maternity cover) to join our friendly, positive and forward-looking team. The successful candidate will be required to provide a highly efficient, effective and customer focused administration service as our daily Cover administrator (liaising with agencies and organising cover where needed) and to carry out reprographic and general administrative tasks in the main office.

The successful candidate is required to work Monday to Thursday, 7am-3pm and Friday, 7am-2.30pm.

Joining our team
Peacehaven Community School is a research-engaged, innovative educational institution within the Swale Academies Trust, dedicated to providing an exceptional learning experience for our students. We are delighted that you are considering joining our talented team of teachers, leaders and support staff. At PCS, we are committed to fostering a diverse, inclusive, and supportive working environment, where every staff member can thrive and contribute to our shared mission of nurturing the potential of every student. We are a fully inclusive school with a special facility for students with SCLN and ASC and we believe that all students, irrespective of their starting points, can flourish. Our nurturing and challenging learning environment transforms lives and empowers our students to aspire, believe, contribute, and achieve greatness.

Why choose Peacehaven Community School?
1. Excellent Working Conditions: At Peacehaven Community School, we use quantitative measurements of working conditions and research on teacher motivation to optimise our teachers’ working environment and identify areas that have the greatest impact on teacher wellbeing. By focusing on data-driven insights, we maximise teacher efficiency and foster a positive workplace.
2. Career Opportunities: We understand the correlation between job satisfaction and career progression (Sims, 2018). As such, we provide every staff member, regardless of role, with bespoke career development opportunities. Being part of the Swale Academies Trust enables us to offer an even greater range of opportunities, as we regularly offer promotions across schools for the benefit of our teachers and students.
3. Supportive Leadership: Our warm, welcoming, and evidence-informed leadership team recognises the crucial role leadership quality plays in teacher job satisfaction. By living our values every day, we provide unwavering support to our teachers.
4. Collaborative Staff Community: Our systems and structures ensure staff members have regular opportunities to engage with their department and colleagues from other departments, fostering a strong sense of community and collaboration.
5. Professional Learning and Development: Our evidence-based CPD programme, recognised as a best practice example at national conferences, is integrated with flexible working arrangements to give staff autonomy over their time and support their professional growth.
6. Research-Engaged School: We pride ourselves on our evidence-based approach to education, where we are publishing research to support others to better understand research engagement in schools. By joining our team, you will be part of a school that values objectivity and actively engages in educational research.
7. Ideal Location: Peacehaven Community School is situated just a 10-minute walk from the seafront, a 15-minute drive from Brighton and is surrounded by the South Downs, offering an excellent local environment for our staff.
8. Outstanding Facilities: Built in 2001, our school boasts state-of-the-art facilities and resources for staff and students. With an on-site leisure centre, our teachers enjoy access to excellent amenities for their well-being and work-life balance.

This school is also committed to safeguarding and protecting the welfare of children and young people and expects all staff and volunteers to share this commitment. The successful applicant will be required to complete a DBS check and the post may be offered only on receipt of two good references.

Join us to benefit from:
● Friendly and supportive school environment;
● Be part of a highly successful Trust;
● CPD opportunities;
● Local Government Pension Scheme – with a generous employer contribution;
● Employee Assistance Programme – Wellbeing and advice;
● Ride to Work Scheme;
● Employee Referral Recruitment Incentive;
Full details of the requirements of the post can be found in the accompanying recruitment pack.

If you are interested in this post, please contact April Stevens, Office and Media Manager for an informal discussion. april.stevens@swale.at and 01273 581100.

Completed application forms should be sent to April Stevens (Office and Media Manager) or Liz Fulker (Lead Admin Officer) at pcs-recruitment@swale.at or by post to Peacehaven Community School, Greenwich Way, Peacehaven East Sussex BN10 8RB. Please note, we cannot accept CVs.


If you experience any difficulty in completing the application form, please contact recruitment@swale.at or 01795 905989 (option 2)

In accordance with current GDPR compliance we will not keep any details / application forms on file once the position is filled.

Interview Date: 19th April 2024

Swale Academies Trust is committed to safeguarding and promoting the welfare of children and young people and expects all staff and volunteers to share this commitment. This post is exempt from ROA and will require an enhanced DBS disclosure

Date Posted:

2023-08-14

Country:

United States of America

Location:

OT541: TFP - Florence, SC 1500 Otis Way, Florence, SC, 29501 USA

Otis Elevator Company is searching for highly motivated candidates interested in starting a career in Finance!

Internships at Otis are rewarding and challenging, providing you with the opportunity to learn, grow, and develop through meaningful projects that drive our business. Our comprehensive internship program will allow you to gain hands-on experience and broaden your skills. You’ll be immersed in the Otis culture where we collaborate to best serve our customers; and where we empower and inspire each other through support, autonomy and trust.

These are full-time, paid summer internships, typically ranging from 10-12 weeks. Throughout your internship, we provide continuous training and performance feedback to ensure you develop the necessary skills to succeed. Additional career opportunities are available upon conclusion of a successful internship.

The Otis Operations & Finance Intern will have the opportunity to develop greater knowledge of the financials and operational drivers that impact our Service Center performance and learn about how the business fits into the broader North America and global operation.  You will work closely not only with members of the Finance team but also colleagues within Operations and Supply Chain.

Essential Responsibilities

• Assist with Sarbanes Oxley Testing
• Work on deliverables ranging from financial planning and analysis, account reconciliation, invoicing, accounts payable, and month-end close

Education / Certifications

• Currently pursuing an undergraduate degree in Finance

Basic Qualifications

• Ability to work in a highly team-oriented and dynamic environment
• Candidate must demonstrate strong written and verbal communication skills
• Needs to be self-motivated and able to manage several simultaneous projects and responsibilities
• Excellent analytical skills are required

Otis is the world’s largest elevator and escalator manufacturing, installation and service business.  We serve customers in over 200 countries and territories around the world and maintain more than 2 million elevators and escalators globally. Our Gen2® elevator system, energy-saving ReGen™ drive technology and Link escalator solutions have set industry standards for innovation and performance. Otis has more than 68,000 employees, including engineers, digital technology experts, sales and functional specialists, as well as factory and field technicians.  We are proud to be a global team that continues to rise to the challenges of a fast-moving, high-performance company. Together, the people of Otis are creating new ideas and opportunities by collaborating across time zones, geographies and cultures to better serve our customers. So just imagine where you can take your career!

Otis is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at careers@otis.com.

Privacy Policy and Terms:

Click on this link to read the Policy and Terms

Become a part of our caring community and help us put health first
 

The Medical Records Retrieval Representative (Risk Adjustment Representative 3) retrieves medical records from provider offices for a variety of reviews and audits through various retrieval methods.

Use your skills to make an impact
 

Scheduled Weekly Hours

40

Pay Range

The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay decisions will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.

 

$41,700 - $57,450

 

This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.

Description of Benefits

Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.

About Us
 

Humana Inc. (NYSE: HUM) is committed to putting health first – for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.

Equal Opportunity Employer

It is the policy of  Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran. It is also the policy of  Humana to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

Salary Range:

$20.14 - $28.17

(Depending on knowledge, skills, abilities and location.  Certain level jobs may be eligible for bonus, commission, and/or equity awards.)

Posting Date:

March 15, 2024

This job will be open and accepting applications for a minimum of three days from the date it was posted.

Benefits worth writing home about:

• Medical, dental, and vision coverage for employees and their families
• Life, disability and family Leave
• 401(k) and Roth 401(k) with employer match
• Wellness program, employee assistance program, “Commute Trip Reduction” (CTR) and various employee discounts 
• Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work
• Free employee checking account and employee home loan discounts

EO/AA Employer including Vets and Disabled.

Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

Job Description Summary:

The Contact Center Representative (Agent) is responsible for assisting customers with account research, problem solving, online banking access and debit card disputes. Agent ensures timely and accurate resolution which may require collaboration with other departments. Agent communicates the status of the request with the customer if the issue is not resolved at first point of contact. Agent is proficient with technology systems used to enroll and support customers with online banking, bill pay, mobile banking, debit cards, and the VRU. Agent has excellent customer service skills and delivers a superior customer experience resulting in retention of existing customers and development of customer loyalty. Agent responds to customer inquiries through multiple channels including telephone, email, web chat, and digital channels (including online, mobile and IVR).

Job Details:

PRIMARY FUNCTIONS:

• Respond to customer inquiries via telephone, email, web chat, or digital channels on banking products, services, and rates while providing friendly, accurate, and speedy service.
• Resolve customer issues timely and thoroughly, seeking to exceed customer expectation on every interaction.  Minimize customer transfers and hold times.
• Respond to online banking, mobile banking, and bill payment inquiries; troubleshoot connectivity issues for online banking and bill payment; resolve User ID and password access issues; resolve bill payment issues within service level agreement standards.
• Prepare and process requests for withdrawals, transfers, duplicate statements, stop payments, service charge refunds, change of address, deposit research, debit card orders, cancel and reactivation of debit cards, and other transaction requests.
• Act in a mentor capacity for newly hired representatives.
• Maintain required performance standards in quality, occupancy, attendance, and adherence.
• Ensure the security of customer information and assist with minimizing bank losses by performing customer verification on each interaction.
• Accurately track the call reason for training, forecasting, and trending purposes.
• Manage and utilize time efficiently to ensure service quality, customer satisfaction, and the achievement of key performance indicator goals for the Contact Center.
• Look for opportunities to introduce products and services that match customers’ needs.
• Answer internal and external customer telephone inquiries by using proper telephone guideline, account verification techniques, utilizing multiple banking systems to access customer account information and following through to a satisfactory resolution on inquiries, requests, or complaints promptly.
• Maintain knowledge on banking products and complies with regulations that include but are not limited to overdraft protection, Regulation E, Regulation D, Bank Secrecy Act (BSA), Regulation CC, Privacy Gramm-Leach-Bliley Act (GLBA), and Non-Public Personal Information (NPPI), Right to Financial Privacy Act (RFPA), identity theft, red flags, Unfair Deceptive or Abusive Acts or Practices (UDAAP), financial elder abuse and OFAC.
• Assist clients with the completion of debit card disputes, ACH disputes, or check fraud affidavits.
• Assist in the completion of new account or loan applications.
• Other duties as assigned.

QUALIFICATIONS:

• High school diploma (or equivalent) required.
• 6 months customer service experience.
• Exceptional verbal and written communication skills, customer service skills, and the ability to analyze, organize, and present information.
• Strong interpersonal skills to fully identify the need and resolve while minimizing client effort.
• Ability to work both independently and as part of a team.
• Basic computer navigation and keyboarding skills, including the ability to multi-task and navigate between multiple systems.
• Unquestionable integrity and demonstrated ability to maintain confidentiality in handling sensitive and private information in all aspects of the job.
• Excellent organizational skills, attention to detail and ability to prioritize and follow-up in a timely manner.
• Ability and willingness to work a flexible schedule/overtime, as needed.
• Ability to adapt to change and work in a fast-paced environment.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

PHYSICAL CONSIDERATIONS:

• Sit, Stand, Walk:  While performing the duties of the job, the person in this position is regularly required to sit, stand, walk, and move about inside the office to access file cabinets, office equipment, and interact with staff.
• Use of Hands/Fingers:  To operate a computer, keyboard, mouse and other office productivity machinery such as but not limited to: a calculator, copy machine, and printer.  The person in this position is frequently required to sit and reach with hands and arms.
• Speech/Hearing:  The person in this position frequently communicates via phone and in person.  Must be able to talk to/hear employees.
• Lifting/Pulling/Carrying:  The person in this position must occasionally list/move up to 30 lbs.
• Bending/Kneeling: The person in this position occasionally moves to retrieve items for use in daily work activities.

WORK ENVIRONMENT:

• Cubicle

This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position.

Area:

Customer Service (Sales)

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 

If you are interested and qualified for this role, we invite you to apply.

Job Profile Summary
The Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

• You are a strong commercial lending Business Banker
• We are a high performing Small Business Banking team at CBA
• Together we will work towards becoming the #1 Business Bank

 

See yourself in our team:

The CommBank Small Business Banking team have a passion for helping Australian small businesses succeed. The team seek to understand the business and personal goals of business owners and use their expertise and specialist teams to provide tailored financial solutions.

 

Small Business Banking is a part of CBA Business Banking and provides in branch face-to-face and remote support to Small Businesses across Australia. In Small Business Banking, we cultivate strong connections with our communities and customers by building deep connections, having compelling proposition and exceptional execution.

 

Do work that matters:

We are looking for a commercial lending Business Banker to join our Sunshine Coast Branch team!

 

Be part of a high performing team and contribute to its success by providing exceptional service to Small Business customers through understanding their business and personal needs and assisting them with the end-to-end fulfilment of those needs.

 

As a Business Banker, you will be accountable for business development within your region and will support retention of client relationships by providing a premium service.

 

As our Small Business Banker, you will:

• Facilitate exceptional customer conversations that help to understand our small business client’s goals and needs and provide relevant and timely solutions. This will include the origination of a range of solutions for businesses including, but not limited to, commercial lending up to $1M, asset finance, merchant facilities and everyday banking solutions.
• Proactively engage customers and business development activities to support their business and personal goals. Prepare for customer conversations with a view to providing valuable insights. You have an understanding of the home ownership solutions available to business customers.
• Be a brand ambassador within the region’s business community, building awareness of the CBA business banking proposition. This may also involve hosting small business education events that support the ongoing financial wellbeing of businesses.
• Regular attendance to key stakeholder meetings to help build awareness of Small Business service offerings and proactively work together to build referral partnerships and deal with service pain points

 

We want to hear from you if you have:

• Experience in commercial lending or B2B sales
• Home lending and self-employed lending experience
• Sound financial analysis skills and commercial acumen
• Excellent interpersonal skills and stakeholder engagement/management skills
• Excellent customer engagement skills (both face to face and non-face to face)
• Experience in facilitating conversations with customers to help understand their needs, managing a pipeline of opportunities to ensure we meet customers’ expectations and in facilitating proactive customer contact
• Passion for Small Business customers or experience in or managing a Small Business
• FSRA Tier 2 Accreditation, or able to obtain this within first 30 days
• Credit Approval Authority (CAA) Level 1 or willing to obtain this within 6 months
• Formal training to support Home lending discussions which may include Cert IV in Banking Services qualifications (preferred)

 

If this sounds like you, apply now! We look forward to speaking with you about life at CBA.

Advertising End Date: 03/03/2024

Salary Range:

$20.14 - $28.17

(Depending on knowledge, skills, abilities and location.  Certain level jobs may be eligible for bonus, commission, and/or equity awards.)

Posting Date:

March 11, 2024

This job will be open and accepting applications for a minimum of three days from the date it was posted.

Benefits worth writing home about:

• Medical, dental, and vision coverage for employees and their families
• Life, disability and family Leave
• 401(k) and Roth 401(k) with employer match
• Wellness program, employee assistance program, “Commute Trip Reduction” (CTR) and various employee discounts 
• Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work
• Free employee checking account and employee home loan discounts

EO/AA Employer including Vets and Disabled.

Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

Job Description Summary:

POSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Sr. CSR provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service.

Job Details:

PRIMARY FUNCTIONS:

New Accounts/Sales Activities

• Effectively interviews and profiles customers in order to recommend appropriate banking products and services.
• Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
• Processes complex transactions such as changing account ownership, living trusts, guardianship accounts, and estate assignments.
• Originates consumer loans, acting as customer advocate to ensure prompt processing of consumer loans.
• Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
• Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer.  Makes referrals to other business units for non-banking products.
• Participates in sales programs to generate new customers.
• Must sell financial products and services to meet referral goals and performance evaluation/personal goals.
• Maintains thorough knowledge of bank products and services.

Service Activities

• Sets an example for the CSR staff in the area of customer service and customer advocacy.
• Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy.

• Supports branch lobby management.

• Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone.

• Resolves difficult situations using the HEAL guidelines of Hearing out the customer, Easing the tension, Acting to improve the situation, and Leaving a positive impression.

• Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special.

• Participates in two community events per year.

Teller Activities

• Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler’s checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters.
• Balances cash drawer independently, maintains cash over and short record within HomeStreet’s compliance policy.
• May be assigned the control of the vault cash.  Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily.
• Effectively performs project responsibilities as assigned such as processing and balancing ATM, balancing travelers’ checks, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation.
• Effectively assist other CSRs in the completion of work assignments and balancing.

Operational Activities

• Participates in branch audit functions.

• Follows HomeStreet’s policies and procedures and meet regulatory requirements.

• Performs all other duties as required.

QUALIFICATIONS:

Minimum of 3 years job experience as a CSR/New Accounts Representative or equivalent, plus demonstrated ability in an operations area related to Bank or retail operations.

Technical skills and experience to operate teller software, Word, Excel, and other bank-related computer programs.

Strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner.

Must be a self-starter, dependable, able to work within deadlines under pressure.

Must possess excellent judgment, and the ability to accept responsibility and handle confidential information.

Ability to work quickly and accurately, to analyze information and make decisions.

Excellent written and oral communication skills are required.

High school diploma or equivalent.

PHYSICAL CONSIDERATIONS:

Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices.

Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects.   Frequent (up to 1/2 of the time) sitting.  Walking, standing, bending and reaching occasionally and for brief periods of time.

This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position.

Area:

Customer Service (Sales)

Salary Range:

$18.61 - $25.10

(Depending on knowledge, skills, abilities and location.  Certain level jobs may be eligible for bonus, commission, and/or equity awards.)

Posting Date:

March 11, 2024

This job will be open and accepting applications for a minimum of three days from the date it was posted.

Benefits worth writing home about:

• Medical, dental, and vision coverage for employees and their families
• Life, disability and family Leave
• 401(k) and Roth 401(k) with employer match
• Wellness program, employee assistance program, “Commute Trip Reduction” (CTR) and various employee discounts 
• Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work
• Free employee checking account and employee home loan discounts

EO/AA Employer including Vets and Disabled.

Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

Job Description Summary:

POSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The CSR II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service.

Job Details:

ESSENTIAL FUNCTIONS:

New Accounts/Sales Activities

  

• Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services.
• Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
• Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
• Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer.  Makes referrals to other business units for non-banking products.
• Participates in sales programs to generate new customers.
• Must sell financial products and services to meet referral goals and performance evaluation/personal goals.
• Maintains thorough knowledge of bank products and services.

Service Activities  

• Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy.
• Supports branch lobby management.
• Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone.
• Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special.
• Participates in two community events per year.

Teller Activities  

• Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters.
• Balances cash drawer independently, maintains cash over and short record within HomeStreet’s compliance policy.
• May be assigned the control of the vault cash.  Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily.
• Effectively perform project responsibilities as assigned such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation.
• Effectively assist other CSRs in the completion of work assignments and balancing.

Operational Activities  

• Participates in branch audit functions.
• Follows HomeStreet’s policies and procedures and meet regulatory requirements.
• Performs all other duties as required.

QUALIFICATIONS:

Minimum of 2 years cash handling and customer service experience. Banking experience preferred.

Some experience in opening new deposit accounts preferred.

Demonstrated success in cross-selling banking services and products.

Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.

Excellent written and oral communication skills are required.

PC experience required. Word, Excel and teller/bank software preferred.

Must be a self-starter, dependable, able to work within deadlines under pressure.

Must possess good judgment, and the ability to accept responsibility and handle confidential information.

Ability to work quickly and accurately, to analyze information and make decisions.

Willingness to assume additional responsibilities/duties/projects as they arise.

High school diploma or equivalent.

Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices.

Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects.   Frequent (up to 2/3 of the time) sitting.  Walking, standing, bending and reaching occasionally and for brief periods of time.

This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position.

Area:

Customer Service (Sales)

03/28/2024

Address:

201 Harcourt Way

Job Family Group:

Retail Banking Sales & Service

Our Ambition:

We want to build a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life. We’ve been recognized for our retail banking support, as a great place to work, digital innovation, and for our focus on diversity & inclusion.

Competitive pay for performance, 401(k) matching & incentive opportunities for all employees. Free employee banking and discounted stock purchase program.

Paid time off for vacation, illness & parental leave. Holiday pay and back-up childcare & eldercare for emergencies.

Check out all of the additional great benefits BMO has to offer: bmo life | benefits

Job Description:

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

• Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
• Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and  provide personal banking and investment advice.
• Meets customer transaction-based needs with seamless execution.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Please note the target base salary for this full-time Associate Banker position is $41,715 ($20 per hour).

Compensation and Benefits:

$41,715.00 - $50,000.00

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.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
 
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
 
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
 
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.

Responsibilities:
• Manages client traffic, engaging and appropriately routing clients, and fosters client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
• Can interpret performance results, find opportunities to drive success and hold others accountable to results.
• Can be flexible to work weekends and/or extended hours as needed.
          
Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• Experience in mortgage, retail or hospitality.
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
• Bilingual skills.

Skills:
• Customer Service Management
• Performance Management
• Coaching
• Customer and Client Focus
• Talent Development
• Risk Management
• Sales Performance Management
• Business Operations Management
• Recruiting
• Result Orientation
• Referral Management
• Leadership Development
• Inclusive Leadership
• Prioritization
• Problem Solving

Shift:

1st shift (United States of America)

Hours Per Week: 

40

04/05/2024

Address:

32988 South Fraser Way

Retail Banking Sales & Service

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

• Identifies customer needs and initiates referrals to BMO colleagues.
• Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Contributes to meeting branch business results and the customer experience.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
• Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
• High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
• Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
• Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
• Projects a professional presence.
• Basic knowledge of specialized sales and business banking solutions to refer to specialists.
• Passionate commitment to helping customers.
• A focus on delivering a personal experience to customers.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

Compensation & Benefits:

$ 32,600.00 (minimum) - $ 38,300.00 (mid-point) 
The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 

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

$32,600.00 - $44,000.00

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 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.

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 Commercial Banking team, you’ll work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency and mitigate risk. As the Senior Relationship Manager, Commercial Banking Mid-Market is a seasoned professional responsible for meeting the needs of clients and driving business growth in the commercial segments, leveraging partnerships with the broader market team to deliver a broad range of Commercial Banking solutions. As a Relationship Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business opportunities in the community and ensuring clients’ day-to-day banking needs are being met at the highest level. As a strategic partner to some of the US's leading companies you’ll be delivering flexible business solutions, dedicated business expertise and timely business advice to help clients realize their goals.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you'll succeed

• Relationship building - Develop new client relationships through business development activities, leveraging referral sources, existing clients and centres of influence. Actively monitor and manage these relationships by fully understanding our clients’ goals, purpose and the status of our clients’ business.

• Teamwork - Work with internal partners to connect clients with opportunities. Commit to building a profile in the local business community in order to leverage that profile into effective working relationships with new and existing clients and internal partners.

• Client experience - Proactively assess your clients’ needs and propose solutions to deliver to meet those needs. Interact with assigned clients as necessary to facilitate prompt response to questions, enquiries or issues in order to provide “best in class” service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.

• You demonstrate experience in Commercial Middle-Market -business development skills, and a solid understanding of financial statements and account principles including valuation techniques and cash flow analysis. You have experience managing the credit quality of a portfolio of commercial banking clients that have credit needs, generally in the $10,000,000 to 100,000,000+ range, and/or complex cash management requirements.

• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

• You have a degree/diploma in Business, Finance, Accounting, or a related field.

• 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*, 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

FL-Palm Beach, 340 Royal Palm Way

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Banking, Business Development, Cash Management, Client Relationship Management, Finance, Financial Advising, Middle Market Companies, Portfolio Management, Results-Oriented, Strategic

03/30/2024

Address:

101 Crowfoot Way NW

Retail Banking Sales & Service

Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.

• Actively searches for sales opportunities to achieve individual sales and profitability goals.
• Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank’s mortgage growth and profitability objectives.
• Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
• Seeks opportunities to expand network by obtaining referrals from existing relationships.
• Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.
• Serves a customer advocate during application and processing activities.
• Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.
• Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
• Organizes customer appreciation events, seminars, and conference calls.
• Guides customers throughout mortgage application and processing activities.
• Partners with branch teams to properly hand off customers to finalize mortgage documentation.
• Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
• Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Helps determine business priorities and best sequence for execution of business / group strategy.
• Conducts independent analysis and assessment to resolve strategic issues.
• Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
• Documents updates in BMO’s internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
• Analyzes data and information to provide insights and recommendations.
• Gathers and formats data into regular and ad-hoc reports and dashboards.
• Provides input into the planning and implementation of operational programs.
• Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.
• Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.
• Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.
• Participates in projects and other activities designed to improve the customer experience.
• Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.
• Completes all necessary transactional documentation in compliance with security measures.
• Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.
• Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.
• Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.
• Protects the Bank’s assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.
• Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.
• Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
• In-depth understanding of the mortgage lending process and applicable regulatory requirements.
• Strong interpersonal, sales, customer service, and negotiation skills.
• Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
• Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
• Strong knowledge of the broader real estate industry and mortgage market.
• Strong negotiation skills.
• 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.
• Specialized knowledge from 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.

Compensation and Benefits: $0-$15,000

Commission

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.

Salary Range:

$20.14 - $28.17

(Depending on knowledge, skills, abilities and location.  Certain level jobs may be eligible for bonus, commission, and/or equity awards.)

Posting Date:

March 1, 2024

This job will be open and accepting applications for a minimum of three days from the date it was posted.

Benefits worth writing home about:

• Medical, dental, and vision coverage for employees and their families
• Life, disability and family Leave
• 401(k) and Roth 401(k) with employer match
• Wellness program, employee assistance program, “Commute Trip Reduction” (CTR) and various employee discounts 
• Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work
• Free employee checking account and employee home loan discounts

EO/AA Employer including Vets and Disabled.

Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

Job Description Summary:

Provide exceptional customer service at all times to customers, employees and vendors. Support bank branch employees by answering incoming telephone calls with questions on policy, process, procedures, or resolution on specific customer issues. Provide back office support for the Retail Bank by completing daily processes within deadlines.

The majority of this job entails handling wire transfer tasks.

Job Details:

ESSENTIAL FUNCTIONS:

• Provide exceptional service to all by being professional, efficient, and projecting a positive attitude.

• Maintain effective communications and positive working relationships with supervisors and co-workers.

• Protect highly confidential information, maintain accurate records, and follow information security guidelines.

• Provide support to banking branches with regard to procedures, policies and customer issues.  

• Understand and maintain a thorough knowledge of HomeStreet Bank policies and procedures and a general understanding of federal and state regulations which govern institutions. 

• Process teller functions (No cash handling). 

• Work independently and make independent decisions within bank policy and procedures. 

• Accurate and timely processing of assigned tasks

• May cross-train in any of the following functions:  GL balancing, processing HB department banking transactions, open HB Corporate accounts, branch supplies, research, Fed Adjustments, collections, IRAs, rejects/returns, compliance, audits, ACH, Legal processing, Customer Service Center-Banking.   

• Cross-sell HomeStreet Bank products and services.  Participate in the Relationship Referral program.

• Operate computer, calculator, telephone, typewriter, and fax machine

• Assist the BCS and CSC team with special projects.

• Perform all other duties as assigned.  

REQUIREMENTS

• Minimum one year experience in teller and/or new accounts responsibilities in a bank environment.  One year experience with PCs. 

• High ethical standards. 

• High school diploma or GED required.

• Excellent communication skills, both verbal and written.

• Demonstrate the desire and ability to work as part of a team, with people of diverse backgrounds.  Able to work cooperatively with and maintain effective communication and working relationships with co-workers and manager. 

• Possess good judgment, ability to accept responsibility, and handle confidential information

• Excellent organizational skills, attention to detail, ability to meet deadlines, and work under pressure.

• Ability to accept and facilitate change, caused by customer demand, company needs or regulatory requirements. 

• Regular and punctual attendance required.

• Hours:  8am to 5pm, Monday through Friday.  Willingness to work additional hours when necessary. 

This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position.

Area:

Operations (Sales)