BMO Capital Markets jobs in Fresno, CA - 124718 jobs
Associate Banker
BMO Financial Group 4.7
BMO Financial Group job in Sanger, CA
Part Time 20hrs/wk; Sanger branch 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 through various channels 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 customer experience.
+ Contributes to business results and the overall experience delivered.
+ May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
+ Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
+ Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
+ Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
+ Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
+ Complies with legal and regulatory requirements for the jurisdiction.
+ Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
+ Completes complex & diverse tasks within given rules/limits.
+ Analyzes issues and determines next steps; escalates as required.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
+ Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
+ Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
+ Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
+ Basic knowledge of specialized sales and business banking solutions to refer to specialists.
+ Passionate commitment to helping customers.
+ Drive to deliver a personal customer experience.
+ A focus on results and the ability to thrive in a consultative sales and team-based environment.
+ Resourceful self-starter with courage and confidence to approach customers.
+ Readiness to collaborate and work in different capacities as part of a team.
+ Strong interpersonal skills, including the ability to build rapport and connections with customers.
+ An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
+ Basic specialized knowledge.
+ Verbal & written communication skills - Good.
+ Organization skills - Good.
+ Collaboration & team skills - Good.
+ Analytical and problem solving skills - Good.
**Salary:**
$41,714.00 - $50,500.00
**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: ********************************************
**About Us**
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 **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
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 Title
Fleet & Brand Owner Activation Marketing Manager (USAC)
Collaborate with Innovative 3Mers Around the World
Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military environments to a 3M career.
The Impact You'll Make in this Role
As a Fleet & Brand Owner Activation Marketing Manager, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
Leading the development of marketing strategies and tactics aimed at generating demand for 3Ms graphics fleet solutions and brand owners.
Implementing and optimizing online and offline lead generation campaigns in partnership with area and/or global channel, product and integrated marketing teams.
Developing and executing a lead to revenue model in partnership with the graphics sales team.
Support the development and commercialization of new fleet graphics solutions and brand owner graphics by providing insights on fleet manager and brand owner needs.
Collaborate with area portfolio and marketing experience lab to lead development and implementation of USAC marketing plan.
Identify, monitor, and report on key marketing KPIs to evaluate campaign performance and guide data‐driven decision‐making.
Synthesize key market insights from various sources (e.g. industry KOLs, customers, sales team). Utilize this data to articulate USAC needs to various internal stakeholders.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Bachelor's degree or higher (completed and verified prior to start)
Three (3) years of marketing and/or business development experience in a B2B environment in a private, public, government or military environment.
Two (2) years experience working with electronic sales and data tools such as Power BI and SFDC.
Additional qualifications that could help you succeed even further in this role include:
Master's degree in business or marketing
Strong analytics and communication skills
Experience working in the graphics industry
Location: Maplewood, MN or London, ON
Travel: May include up to 20% domestic
Relocation Assistance: May be authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Resources for You
For more details on what happens before, during and after the interview process, check out the Insights for Candidates page at 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $164,612 - $201,193, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ***************************************************************
Good Faith Posting Date Range 01/07/2026 To 02/06/2026 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
$164.6k-201.2k yearly 7d ago
Contracts Specialist III
Acquisition Professionals LLC 4.5
Washington, DC job
Corporate Profile:
Acquisition Professionals (AP) LLC is a trusted strategic partner and solutions-based company that combines years of deep knowledge-based expertise, agile program management, and customized learning solutions, AP provides cradle-to-grave acquisition services and acquisition training; administrative support services; Information Technology Support Services and program and financial management. We leverage technology, tools, and industry best practices through our experienced personnel to create cross-functional results and navigate the complex and high-risk areas for our clients' projects and programs.
Job Summary:
Acquisition Professionals (AP) LLC is seeking an experienced Contract Specialist III to provide high-level cradle-to-grave contracting for the Office of the Senior Procurement Executive
Responsibilities:
.The contractor shall be responsible for the administration of the contract from cradle to grave, including contract compliance issues, change orders (modifications, amendments, renewals, extensions, assignments, notations, etc.), handling disputes, cure notices, liquidated damages, and, if necessary, contract cancellation.
Shall assist the Contracting Officer in conducting strategic requirements review, acquisition strategy development, solicitation development, and in performing other related procurement tasks as required.
Contractor personnel shall assist the Contracting Officer in review of requirements documents submitted by the Program Office to determine adequacy and sufficiency and make recommendations to the Contracting Officer to accept or reject.
Contractor personnel shall participate in meetings as required. Meetings include pre-award conferences, post award meetings, periodic progress review meetings, acquisition planning meetings, and other meetings as required by the Contracting Officer. Attendance in the meetings shall be at no extra cost to the Government.
Contractor personnel shall assist the Contracting Officer in preparing solicitations, acquisition plans, source selection plans, and other documents required in accordance with regulatory and local guidance. Documents shall be accurate, current, timely, and maintained up to date (ex: acquisition plan milestone schedule).
Contractor personnel shall review outgoing correspondence to ensure it is properly formatted and prepared on official letterhead for proper distribution. Reviews shall be completed within 24 hours of assignment.
Contractor personnel shall support the Contracting Officer in assisting customers with the development and preparation of requirements documents (e.g., SOW, technical evaluation factors, acquisition plans, IGCEs, etc.).
Contractor personnel shall complete all contract awards within the established Procurement Administrative Lead-times (PALT) identified by the Office of the Senior Procurement Executive (OSPE).
Contractor personnel shall complete and handle all contract files in accordance with agency acquisition regulations, policies, and procedures.
Contractor personnel shall prepare modifications for various contractual actions to include, but not limited to, contracts, purchase/delivery/task orders, blanket purchase agreements, indefinite delivery contracts, as necessary.
Contractor personnel may be required to assist the Contracting Officer in preparing responses to Freedom of Information Act Requests and Protested actions.
Contractor personnel will be required to provide email and phone call responses to program office staff and other agency officials. Personnel shall provide a response within 24 hours of receipt, and immediately when the customer indicates that the matter is urgent.
Contractor personnel will be contacted by their contracting officer to discuss the status of work and or respond to a request for information. Personnel shall respond to their Contracting Officer's communication within two hours of receipt.
Education/Certifications:
Bachelor's Degree and 24 semester hours in business related coursework, from an accredited college or university. 2. Federal Acquisition Certification in Contracting, FAC-C Professional, (FAC-C) Level III or Defense Acquisition Workforce Improvement Act (DAWIA)
Required Qualifications:
Experience utilizing government contract writing and contract writing systems (PRISM); independent ability to research and analyze contract and financial data;
Ability to communicate effectively both orally and in writing to interface with service providers, program offices, government contracting officers, and contracting officers representatives.
Proficient in Microsoft Word, Excel, SharePoint, and PRISM.
Have extensive knowledge of the Federal Acquisition Regulations (FAR), with particular emphasis on FAR Parts 15, 22, and 37.
Desired Qualifications:
Prior federal government contracting experience
Ability to multi-task and meet short deadlines
Ability to work with diverse groups of people
Personal Qualities:
Customer-service oriented Independent thinker Proactive, self-motivated, and a natural leader who takes action without being told what to do
Corporate Summary:
Acquisition Professionals (AP) LLC is an Economically Disadvantaged, Women owned 8 (A) small business. We are located at the Metro Park Office Complex in Alexandria, Virginia. We offer a competitive salary and compensation benefits package, including medical, dental, vision, disability, matching 401k, tax free transit subsidy, paid federal government holidays and paid time off. AP is committed to creating an environment of work life balance.
$89k-133k yearly est. 8d ago
QA Lead / Manager - Merchant Business Software Suite (MBSS)
Bank of America Corporation 4.7
Charlotte, NC job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for building and leading a team to deliver technology products and services that meet business outcomes. Key responsibilities include developing a technology strategy, ensuring technology solutions comply with applicable standards, promoting design, engineering, and organizational practices, and advocating and advancing modern, Agile solution delivery practices. Job expectations may include coaching, mentoring, providing feedback and hands on career development, identifying emerging talent, fostering leadership skills, and managing stakeholders.
We are seeking an experienced QA Lead/Manager to lead quality assurance efforts for the Merchant Business Software Suite, supporting mobile and payment system initiatives. The ideal candidate will have a deep understanding of merchant payment flows, mobile and POS systems, and the technologies that support them. This role requires both strategic leadership and hands-on QA expertise.
Responsibilities:
* Builds and manages teams by performing financial activities to inform workforce strategy and hiring practices, setting and tracking maturity and quality objectives, and training employees/teams to address feedback and achieve quality and performance objectives
* Facilitates performance and career development of employees/teams through performance reviews, coaching, and creating development plans that are needed to build competencies and skills
* Manages solution delivery and application performance in production (app health, resiliency, performance, security, enterprise data management standards, audit exams and reviews), ensuring all relevant risk, financial, and compliance policies are met
* Manages relationships with business and technology partners and leads and creates followership in Communities of Practice in the organization
* Contributes to the technology strategy for their technical domain
* Creates an inclusive and healthy working environment and helps to resolve organizational impediments/blockers
* Ensures that execution is aligned with product strategy by working with product management and other stakeholders
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
* 10+ years of experience managing QA functions within payments, merchant services, or financial systems.
* Strong understanding of POS environments, merchant transaction flows, and payment system integrations.
* Hands‐on experience testing mobile applications (Flutter experience preferred).
* Proficiency with API testing and familiarity with ASP.NET application architectures.
* Expertise with test automation frameworks and tools such as Playwright, Selenium, or equivalent.
* Demonstrated experience building and maintaining automated UI test suites.
* Excellent analytical, problem‐solving, communication, and stakeholder‐management skills.
* Proven success leading QA teams through planning, execution, and delivery of complex technology initiatives.
Desired Qualifications:
* Experience in financial services, payments, or fintech industry.
* Familiarity with CI/CD pipelines and test integration tools.
* Exposure to Agile development processes and project management tools (e.g., Jira, Confluence).
Skills:
* Influence
* Risk Management
* Solution Design
* Stakeholder Management
* Technical Strategy Development
* Analytical Thinking
* Application Development
* Collaboration
* Result Orientation
* Solution Delivery Process
* Agile Practices
* Architecture
* Automation
* Data Management
* DevOps Practices
Minimum Education Requirement: Bachelor's degree or equivalent work experience.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$99k-119k yearly est. 8d ago
LatAM Sovereign Trader
Barclays Bank 4.6
New York, NY job
To execute trades and manage risk within a defined portfolio of financial instruments and staying informed about market trends and developments to make informed trading decisions. Accountabilities. Execution of buy and sell orders or pricing of liqui Trader, Trade, Business, Monitoring, Banking
$119k-185k yearly est. 7d ago
Senior Field Engineer
Circle Internet Services Inc. 4.5
San Francisco, CA job
We prioritize the health and wellbeing of our employees through our comprehensive benefit package, including generous paid time off to rest and recharge, holistic mental health support, and benefits covering employees up to 100%.
Growth
At CircleCI, employees have ample opportunity to learn new skills, including project-based learning and presentations from our colleagues. Your continued professional development is important to us because it's important to you.
Flexibility
What does it mean to work at CircleCI? For us, flexibility is key.
As aSenior Field Engineer at CircleCI you will be the customer's trusted technical advisor throughout the sales and retention lifecycle. You'll provide hands‑on advice for cloud‑based and single‑tenant deployment and product guidance with CircleCI's largest prospects and customers. You will serve as the technical expert and owner of deal validation strategy, collaborating with account executives and success managers to identify customer business goals, needs, and pains and showing how CircleCI can address them.
What You'll Do
Lead the technical implementation and day‑to‑day management of CircleCI Demonstrations and proof‑of‑concepts.
Demonstrate the technical feasibility, integrated into our customer's technology stack, ensuring early customer success and a long‑term business relationship.
Serve as a technical advisor and subject matter expert for customers, offering guidance on product implementation, adoption, and best practices.
Conduct in‑depth analysis of customer use cases, identify opportunities for product optimization, and provide feedback to internal teams for improvements.
Support strategic planning conversations with customer executives; connecting software delivery challenges with corporate objectives, articulating their full business impact.
Lead technical discussions with enterprise clients, addressing complex issues, customizations, and integrations to meet customer‑specific requirements.
Develop and deliver technical training sessions, workshops, and documentation to empower customers to maximize the value of CircleCI products.
Stay up‑to‑date on industry trends, product updates, and emerging technologies to continuously enhance your technical knowledge and customer support capabilities.
What We're Looking For
5‑10 years experience as an engineer in the application development, devops, or CI/CD space.
Extensive experience with solutions selling in a technical customer‑facing role, such as Sales Engineer, Solutions Engineer, Customer Success Engineer, or similar position, preferably in a SaaS or software development environment.
Strong proficiency in CI/CD concepts, DevOps practices, software configuration, and scripting languages like Python, Shell, etc.
Knowledge of Docker or Linux containers in general.
Outstanding presentation skills. You feel comfortable leading presentations and demos of our platform to groups, both technical and non‑technical, in‑person and virtually.
Proven track record of engaging with enterprise clients, understanding their technical requirements, and delivering solutions that drive customer success.
Ability to work collaboratively with cross‑functional teams, Sales, Product, and Engineering, to advocate for customer needs and provide valuable insights for product enhancement.
Ideal Candidates might also have:
Experience developing mobile applications across iOS and Android devices.
Strong ops/infrastructure knowledge, especially networking and security.
About CircleCI
CircleCI is the world's largest shared continuous integration/continuous delivery (CI/CD) platform, and the hub where code moves from idea to delivery. As one of the most‑used DevOps tools-processing more than 1 million builds a day-CircleCI has unique access to data on how engineering teams work, and how their code runs. Companies like Spotify, Coinbase, and BuzzFeed use us to improve engineering team productivity, release better products, and get to market faster.
Founded in 2011 and headquartered in downtown San Francisco with a global remote workforce, CircleCI is venture‑backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit and Harrison Metal Capital.
United States Base Pay Range
$153,000 - $191,000 USD
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
CircleCI is an Equal Opportunity and affirmative action employer. We do not discriminate based upon race, religion, color, national origin, sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, or status as an individual with a disability. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
#J-18808-Ljbffr
$153k-191k yearly 5d ago
US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA job
A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions.
#J-18808-Ljbffr
$80k-132k yearly est. 2d ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Kentucky Society of Association Executives Inc. 3.5
Oak Brook, IL job
A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact.
#J-18808-Ljbffr
$123k-219k yearly est. 2d ago
Boat Captain
Avian, LLC 3.8
Panama City, FL job
Join a Company Where You Can Make a Real Impact - and Own a Piece of the Future
Are you energized by the idea of helping a company grow smarter, serve our customers better, and connect more deeply? Do you thrive in an environment where your ideas matter, your voice is heard, and your work drives real results? If so, we'd love to meet you.
We're a mid-sized, employee-owned company on a mission to create meaningful value for both our employees and our customers. That means we're not just looking for someone to fill a seat - we're looking for someone who wants to build, innovate, and evolve with us.
Our company primarily serves the Navy and other Department of Defense clients, offering a dynamic environment where your expertise will make a difference.
About the Role
We're seeking a part-time, on-call boat captain to support our team in Panama City Beach, Florida
Responsibilities
Planning and executing maritime operations including support for U.S. Navy sea trials.
Steer and operate vessels using radios, depth finders, lights, and buoys.
Safely operate vessels in all weather conditions.
Must be familiar with all marine, Federal Coast Guard, state, and local rules and regulations.
Inspect vessel to ensure safe operations.
Boat Maintenance and repairs as required.
Communicate with others to coordinate material handling, rig tow lines, and vessel movement.
Maintain records of operations details of vessel travel.
U.S. Coast Guard Master License of 25 tons or greater.
Two years of experience working with military small boats and watercraft.
Experience in general boat maintenance a plus.
Due to the sensitivity of customer-related requirements, U.S. Citizenship is required.
Must be able to obtain and maintain a SECRET Department of Defense security clearance.
Compensation for this position is $0-$0 per hour. (The offered rate will be based on the selected candidate's knowledge, skills, abilities, and/or experience and in consideration of internal parity.)
About being a part of Team AVIAN
As an employee-owner, you'll be a catalyst for progress - helping us find new opportunities with current or new customers, company efficiencies, streamline processes, and bring people and ideas together in smarter ways. Whether it's helping us optimize workflows, enhancing the employee experience, or delivering more impactful solutions to our customers, your inputs will have reach and relevance across the organization.
Taking care of each other is a cornerstone of our AVIAN philosophy. Being part of the AVIAN team means being part of a team that takes pride in being expansive in our community because our impact doesn't stop in the workplace. We actively engage in community initiatives, empowering our employees to make a meaningful difference.
You'll Succeed Here If You...
See opportunities where others see routine
Are curious, collaborative, and passionate about making things better
Enjoy connecting dots across teams, tools, and tasks
Believe in doing the right thing the right way - even when no one's watching
Play an active role in our growth, using your ideas and initiative to shape how we work, serve, and succeed together
Embrace a "one team" mindset knowing we are stronger together through trust, transparency and teamwork.
Understand the power of ownership - and are excited to be part of an employee-owned culture
Why Join Us?
Employee Ownership: We're not just building a company - we're building a legacy. As an employee-owner, you'll share in our success and have a direct stake in our future.
Real Growth: We're expanding, evolving, and exploring new ways to serve. Your contributions will shape our direction and help us grow stronger.
Purpose-Driven Work: Every improvement you help make is one that adds value - not just for us, but for the people and missions we support.
Culture of Collaboration: We're big enough to take on meaningful challenges, but small enough that everyone still knows your name.
Comprehensive Benefits Package: Designed to support your health, financial security, and overall well-being, our health and wellness benefits include medical, dental, and vision coverage, along with telemedicine services and a TRICARE supplement for veterans.
Flexible Leave Benefits: we prioritize a balanced, supportive environment that allows you to thrive both personally and professionally and offer flexible and paid time off, 11 paid holidays, paid sick leave, maternity and bonding leave, and military training leave.
AVIAN is a service-based organization. As an equal opportunity employer, our policy of business is to seek the most qualified candidate for each talent opportunity without regard to race, creed, color, sex, age, religious belief, marital status, national origin, ancestry, sexual preference, physical or mental handicap, lawful political affiliation or veteran's status.
$52k-84k yearly est. 8d ago
Senior Capital Markets & Credit Analytics Lead
Goodleap, LLC 4.6
San Francisco, CA job
A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth.
#J-18808-Ljbffr
$105k-140k yearly 3d ago
Emerging Middle Market Commercial Banker VP
Jpmorgan Chase & Co 4.8
San Diego, CA job
A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies.
#J-18808-Ljbffr
$64k-112k yearly est. 3d ago
Entry Level - Associate Member Relationship Specialist (Part Time Teller 1 - Rancho Cucamonga)
Arrowhead Credit Union 3.6
Rancho Cucamonga, CA job
Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professio Relationship Specialist, Teller, Associate, Part Time, Relationship, Entry Level, Banking, Business Services
$35k-47k yearly est. 8d ago
Sr. Associate, Project Manager - Finance Data Management & Governance
American Express 4.8
New York, NY job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
The Sr. Associate, Project Manager for the Finance Data Management and Governance (FDMG) team in the Enterprise Technology Services organization is pivotal in organizing key business processes across the organization, including project reporting, budget management, talent management & hiring, strategic messaging, communications, town halls, colleague engagement, and more. The candidate will be a key member of the FDMG organization Leadership Team, working closely and collaborating with all team members.
**Key Responsibilities:**
+ Project Management & Delivery
+ Assist in the planning and execution of strategic and operational projects across business and technology functions.
+ Develop project plans with defined milestones, timelines, and deliverables.
+ Identify risks and dependencies; recommend mitigation strategies to ensure project success.
+ Track project performance and maintain transparent reporting mechanisms.
+ Maintain budget for entire FDMG team.
**Operations & Planning Support:**
+ Support key operational cadences including staff meetings, town halls, and business reviews.
+ Assist in quarterly and annual planning activities, including OKR development, resource tracking, and progress reporting.
+ Coordinate meeting logistics, materials preparation, and follow-ups to ensure action items are completed.
+ Communications & Stakeholder Coordination
+ Partner with internal stakeholders to develop clear, effective communication materials including presentations, updates, and status reports.
+ Facilitate information flow between project teams and leadership to ensure alignment and informed decision-making.
+ Promote consistency and clarity in execution across functional areas.
+ Continuous Improvement
+ Identify opportunities to streamline processes, improve reporting, and enhance project transparency.
+ Recommend tools or frameworks that enhance project and team effectiveness.
**Minimum Qualifications:**
+ Bachelor's degree required; preferred fields include Business, Technology, or related areas.
+ 3 - 6 years of experience in project management, operations, or program coordination.
+ Strong organizational and multitasking skills with a demonstrated ability to manage competing priorities.
+ Excellent verbal and written communication skills, including experience crafting executive-facing content.
+ Proficiency with Microsoft Office Suite (especially PowerPoint & Excel), SharePoint, Confluence, and OneDrive.
+ PMP or related certification is a plus.
**Preferred Qualifications:**
+ Strong communication and organizational skills.
+ Proven ability to solve problems and plan long-term projects.
+ Experience in creating engaging and informative presentations.
+ Ability to collaborate effectively with diverse stakeholders.
+ Proven track record of managing multiple priorities and meeting deadlines.
+ Ability to work independently and influence without direct authority.
+ Commitment to fostering an inclusive team culture.
+ Strong understanding of financial management and data analysis.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Technologies
**Primary Location:** US-Arizona-Phoenix
**Other Locations:** US-New York-New York
**Schedule** Full-time
**Req ID:** 26000969
Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance (“GFCC”) Strategy Team, you will provide meaningful guidance to lines of business (“LOB”) as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control (“OFAC”). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs.
Job responsibilities
Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal;
Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation);
Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews;
Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk;
Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned;
Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions;
Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed
Required qualifications, capabilities and skills
Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit;
Bachelor's degree or equivalent experience required;
Recent experience working in the digital assets space
Knowledge of OFAC regulatory requirements;
Banking experience inclusive of knowledge onbanking processes, products, and controls;
Ability to work independently on multiple assignments and meet deadlines in a fast paced environment;
Advanced problem solving and critical thinking skills;
Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management
Preferred qualifications, capabilities and skills
Proven experience and extensive familiarity working in a complex multi-national organization
#J-18808-Ljbffr
$75k-109k yearly est. 4d ago
Director/Senior Managing Consultant, Services Business Development-CoBrand (Merchant & Issuer)
Mastercard 4.7
Atlanta, GA job
**Our Purpose***Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.***Title and Summary**### Director/Senior Managing Consultant, Services Business Development-CoBrand (Merchant & Issuer)### Be part of a team that brings the best of Mastercard to our most strategic customers. The Services team and solutions fuel growth for our Financial Institution and Retail & Commerce partners globally by providing cutting edge services in the areas of Customer Acquisition and Engagement, Business Experimentation, Personalization, Market Insights, Security Solutions, and Open Banking. Focused on thinking big and scaling fast, our agile sales team is responsible for end-to-end solutions for a diverse global customer base including retailers, airlines, hotels, tourism agencies, public sector entities, restaurants, consumer goods and telecom companies. As a member of our Business Development team, you will be at the frontline of generating excitement and demand for our unique solutions. We value individuals who possess consultative sales management experience, exceptional analytical and problem-solving skills, comfort in navigating complex sales processes (including responses to RFPs) and the ability to form and manage successful lasting client relationships. Find out about our solutions here: Mastercard Services (mastercardservices.com) The Role As Senior Managing Consultant, Cobrand Center of Excellence, you will be instrumental in driving the growth of our largest, most strategic Merchant and Issuer Cobrand Clients in the United States. You will be responsible for managing a portfolio of strategic clients, building on existing relationships and initiating new ones to generate and qualify opportunities and promote Mastercard Services solutions to drive sales. To be successful the ideal candidate will: • Cultivate strong working relationships with clients, ensuring effective collaboration and engagement while driving revenue growth and expanded buying centers. • Demonstrate strong networking skills and a high degree of confidence initiating contact with new prospects to generate and qualify leads. • Have a customer first attitude, capable of uncovering customer needs beyond their explicit requests and crafting innovative customer strategies. • Take ownership of the sales process, from prospecting to executing commercial contracts, ensuring seamless and efficient sales cycles while driving urgency with clients. • Be responsible for achieving sales targets, revenue goals, and sales projections, consistently delivering outstanding personal performance. • Lead both formal and informal pitches, from storyboarding to face-to-face presentations, delivering concise and persuasive materials tailored to the specific needs and level of the audience. • Collaborate with stakeholders to define and refine engagement scope, ensuring alignment with business objectives and client requirements. • Support project / customer success teams in problem-solving efforts and structuring project workplans. • Create and deliver compelling and concise presentations that effectively communicate key insights and recommendations. • Coach and provide valuable feedback to team members, fostering their professional growth. • Proactively seek new knowledge and skills, contributing to the development of intellectual capital within our organization. • Leverage frontline successes to promote sharing of internal best practices and repeatable solutions • Support creation of external thought leadership content All About You • Significant, consultative B2B sales experience, preferably in professional services, software as a service (SaaS), data & analytics, loyalty and/or cybersecurity solutions. • Strong analytical and problem-solving skills, enabling you to tackle complex challenges and gain credibility with account teams. • Strong communication and persuasion skills, both written and oral. • Exceptional relationship management skills, fostering long-term partnerships with clients. • You are a strong networker across relevant stakeholder base with the ability to listen, build common ground and influence to effectively advance business opportunities and generate revenues • You have a strong commercial drive with the ability to monetize senior client relationships based on empathy, thought leadership, knowledge of product impact, and subject matter expertise • Must have the ability to own and drive end-to-end sales including prospecting, scoping/pricing, business case development, contract development, client negotiation, gaining legal approval, sign contracts, and project kickoff. • Experience managing projects and teams, showcasing your leadership abilities. • Knowledge of consumer and commercial payments market is a plus • Comfort with macro-economic concepts and corporate finance is a plus • High level of energy, drive, enthusiasm, initiative, and commitment. • Outstanding multitasking abilities in a fast-paced, deadline-driven environment. • Bachelor degree in Business Administration (BBA), Commerce (B.Com), Economics, Finance, Marketing, Management, Systems Engineering or related field. An MBA or relevant post-graduate degree is preferred.### Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable\_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.### **Corporate Security Responsibility**All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:* Abide by Mastercard's security policies and practices;* Ensure the confidentiality and integrity of the information being accessed;* Report any suspected information security violation or breach, and* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.### In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company
#J-18808-Ljbffr
$86k-101k yearly est. 4d ago
Malware Defense Malware Analyst
Bank of America 4.7
Denver, CO job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Bank of America is one of the world's leading financial institutions, serving over 66 million consumers and small businesses. Company success is only possible with a strong cyber defense, which enables Bank of America to safely conduct global operations across the United States and in approximately 35 countries. Our primary goal is to safeguard not only the company, but our clients and their trust. The Malware Defense Team is looking for top talent who would like to join one of the most advanced cybersecurity teams in the world.
Responsibilities
In‑depth analysis of malware, including authoring analysis reports.
Tracking malware campaigns, malicious actors, and related infrastructure.
Creation of tools and scripts to assist in the analysis of malware analysis.
Field escalations of potentially malicious files and websites from teams within Malware Defense.
Required Qualifications
Strong direct experience of analyzing malware.
Intermediate to advanced malware analysis skills.
Experience creating innovative ways to track progression of malware families, infrastructure, and campaigns conducted by e‑crime, and cyber espionage actors.
Experience creating tools and scripts to accelerate malware and threat analysis.
Background in network traffic analysis - WireShark, Fiddler, proxy logs, etc.
Experience analyzing malicious web content such as ClickFix, ClearFake, SocGholish, etc.
Experience authoring YARA, Suricata, and EKFiddle detection rules.
Experience with penetration testing and/or adversary emulation is a plus.
Able to work independently on tasks, but also work well within a team environment.
Desired Qualifications
Experience analyzing malware targeting Linux, Android, and IOT platforms.
Skills
Cyber Security
Data Privacy and Protection
Problem Solving
Process Management
Threat Analysis
Business Acumen
Data and Trend Analysis
Interpret Relevant Laws, Rules, and Regulations
Risk Analytics
Stakeholder Management
Access and Identity Management
Data Governance
Encryption
Information Systems Management
Technology System Assessment
Shift
1st shift (United States of America)
Hours Per Week
40
Pay Transparency details
US - CO - Denver - 1144 15th St - Denver Gis (CO9926), US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - IL - Chicago - 540 W Madison St - Bank Of America Plaza (IL4540)
Pay and benefits information Pay range $95,700.00 - $144,900.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits: This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
#J-18808-Ljbffr
$95.7k-144.9k yearly 2d ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Job Information
Job Identification 210562876
Job Category Client Management
Business Unit Corporate & Investment Bank
Posting Date 11/05/2024, 10:38 PM
Job Schedule Full time
Job Description
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and
#J-18808-Ljbffr
$155k-236k yearly est. 4d ago
Senior Commercial Credit Officer & Underwriter Lead
Old National Bank 4.4
Chicago, IL job
A regional financial institution in Chicago is seeking a Senior Credit Officer to oversee the underwriting of commercial loan requests and manage a team of underwriters. The role requires strong leadership and communication skills, with a focus on developing talent within the organization and ensuring compliance with lending standards. Ideal candidates will possess a Bachelor's degree in Finance and over 10 years of relevant experience, offering competitive compensation and a collaborative working environment.
#J-18808-Ljbffr
$84k-124k yearly est. 4d ago
Director of External Reporting - Wholesale Deposits
Jpmorgan Chase & Co 4.8
Chicago, IL job
A leading financial institution in Chicago is seeking a Deposits Financial External Reporting Controller. In this role, you will oversee the preparation of external financial statements and regulatory filings, ensuring compliance with US GAAP and SEC requirements. The ideal candidate will have over 12 years of experience in financial reporting within the financial services industry, strong leadership and analytical skills, and proficiency in financial systems like SAP. Join us to enhance our reporting infrastructure and drive strategic initiatives.
#J-18808-Ljbffr
$100k-130k yearly est. 4d ago
Associate Banker
BMO (Bank of Montreal 4.7
BMO (Bank of Montreal job in Sanger, CA
Application Deadline: 02/22/2026 Address: 1321 Jensen Ave. Job Family Group: Retail Banking Sales & Service Part Time 20hrs/wk; Sanger branch 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 through various channels 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 customer experience.
* Contributes to business results and the overall experience delivered.
* May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
* Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
* Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
* Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
* Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
* Complies with legal and regulatory requirements for the jurisdiction.
* Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
* Completes complex & diverse tasks within given rules/limits.
* Analyzes issues and determines next steps; escalates as required.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
* Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
* Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
* Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
* Basic knowledge of specialized sales and business banking solutions to refer to specialists.
* Passionate commitment to helping customers.
* Drive to deliver a personal customer experience.
* A focus on results and the ability to thrive in a consultative sales and team-based environment.
* Resourceful self-starter with courage and confidence to approach customers.
* Readiness to collaborate and work in different capacities as part of a team.
* Strong interpersonal skills, including the ability to build rapport and connections with customers.
* An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
* Basic specialized knowledge.
* Verbal & written communication skills - Good.
* Organization skills - Good.
* Collaboration & team skills - Good.
* Analytical and problem solving skills - Good.
Salary:
$41,714.00 - $50,500.00
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: ********************************************
About Us
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 *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
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.