Total 23 Manager level Finance / Banking / Insurance job vacancies in Abbey Court Care Home, Heath Way, Heath Hayes, Cannock, WS11 7AD

The NHS is changing. More emphasis on community-based care means there’s never been a better time to join us.

We are looking for an enthusiastic and adaptable Project Manager to join our professional team.

We’re a close team but we’re never exclusive, if you can bring a professional approach and fresh ideas we would love to hear from you.

Could you use your skills and experience to support the NHS to deliver great patient care? Great patient care needs great people to support clinical teams. That’s where you come in.

We’re always looking for enthusiastic, responsive, and adaptable people to join our outstanding trust. This role is an important one as you’ll be using your knowledge, experience and expertise to provide support to our hard-working frontline NHS teams.

We put patients first and we expect all of our colleagues to do the same, so although NHS experience isn’t a requirement for this role you’ll need to share our passion for delivering excellent patient care and keep that passion at the forefront of your professional activity at all times.

The challenges come thick and fast in this role but you’ll know that your input is contributing to the excellent experience our patients and service users have every day.

Rated ‘outstanding’ by the CQC, we’ve got a passion for delivering high standards of patient care and excellent services to improve the health of our communities. To do this we need outstanding people who share our values compassionate Aspirational Responsive Excellent

We know a commitment to equity, diversity and inclusion leads to better patient care and a happier workforce. We pride ourselves in being diverse and welcome applications from people with varied backgrounds, perspectives and experiences

We ask for information about your protected characteristics on our application forms. This isn’t visible to anyone involved with shortlisting or interviewing you, except when you choose to be considered under the guaranteed interview scheme due to disability. Short listers will see two ticks alongside your application to ensure they apply the principles of the scheme to your submission

The data we collect helps us to ensure we are attracting diversity in our applicants, that all our colleagues have equitable access to career opportunities and supports us on our journey to being a Great Place to Work

As a flexible working friendly organisation, we want you to be able to work in a way that is best for us, for our patients and for you. Talk to us about a flexible working arrangement that won’t involve sacrificing time for personal interests or family commitments. We’ll support you to work flexibly in a way that will suits us both

See where you can go with KCHFT career pathways

The job description and person specification gives you all the information you need about this role. Please look carefully at the criteria in the person specification and tell us what you have done that shows you meet this in your application. If you need an application form in an alternative format please let our recruitment team know. All information you supply on your application should, to the best of your knowledge, be true and accurate.

Still have questions? The recruiting manager would love to hear from you, their contact details can be found in the job advert.

We can get a lot of applications for some roles so to be in with the best chance of being shortlisted please make sure you apply as soon as possible. A vacancy may close early if there is a lot of interest in the job.

At KCHFT we strongly encourage colleagues in clinical and non-clinical roles who have direct or social contact with patients to be fully vaccinated. In this way we will be doing all we can to ensure your safety and that of your colleagues and the patients we serve.

Find out more about the community differencehere.

Good luck! We can’t wait to meet you and welcome you to #teamKCHFT, #cometocommunity.


This advert closes on Friday 25 Oct 2024

Job Title:

Office / Finance Manager

Location:

Newton Heath, Greater Manchester

Salary:

Competitive (DOE)

Hours / Days:

09:00am - 17:30pm (Monday to Friday)

Are you an experienced finance candidate with experience of using and operating SAGE? Do you want the opportunity to work for a forward thinking and successful business looking to grow their team further? The Recruitment Co. are recruiting for one of our key clients in Newton Heath and this could be the perfect opportunity for you!

Job Responsibilities:

• Working with Financial Management Accounting Systems (SAGE)
• Carry out daily Ledger Accounting for both Accounts Receivable and Accounts Payable
• Deal with daily financial queries internally and externally
• Daily Bank Reconciliation.
• Gather Supplier's invoices from each department, reconcile, authorise and ensure prompt payment of invoices
• Produce Debtors and Creditors Reports and Analyse findings
• Produce Bank Reconciliation with General Ledger
• Closure of debtors Accounts -undertake Budget managements, Fees, and Expenses
• Vat Returns
• Credit controlling; chasing debts, ensure we keep in line with the cash forecast
• Keeping all client information up to date and current
• Daily Sales Invoicing
• Daily Purchase Updating
• Checking and reconciling supplier statements and dealing with differences in a timely manner.
• Payment Runs - twice per month
• Accrual monthly overview
• Weekly Time sheets
• Monthly Payroll summary
• Dealing with employee wage queries
• Ensuring Staff files are compliant at all times
• Monthly headcount and open position report to HQ
• Weekly time and attendance reporting to management

The Person:

• A recognised financial qualification or at least five years of experience.
• Previous experience in a similar role is essential
• Able to maintain accurate and effective record keeping systems.
• Can produce accurate records and reports
• Can communicate effectively with HQ in Germany
• Shows sensitivity and objectivity in dealing with confidential issues
• Works on own initiative, prioritise work, handle pressure, and meet deadlines
• Willing to contribute to the team
• Flexible and efficient while demonstrating excellent attention to detail
• Reliable, punctual, professional
• Strong administration skill
• Strong communication skills
• Competent in Excel and Word

Please note that The Recruitment Co. are an equal opportunities employer

CPProfessional

The NHS is changing. More emphasis on community-based care means there’s never been a better time to join us.

We are looking for an enthusiastic and adaptable Admin Team Leader to join our professional team.

We’re a close team but we’re never exclusive, if you can bring a professional approach and fresh ideas we would love to hear from you.

Please note, this vacancy does not meet the criteria for skilled worker sponsorship. Therefore, we are unable to accept applications from candidates that cannot provide documentary evidence of right to work in the United Kingdom.

Could you use your skills and experience to support the NHS to deliver great patient care? Great patient care needs great people to support clinical teams. That’s where you come in.

We’re always looking for enthusiastic, responsive, and adaptable people to join our outstanding trust. This role is an important one as you’ll be using your knowledge, experience and expertise to providesupportto our hard-working frontline NHS teams.

We put patients first and we expect all of our colleagues to do the same, so although NHS experience isn’t a requirement for this role you’ll need to share our passion for delivering excellent patient care and keep that passion at the forefront of your professional activity at all times.

The challenges come thick and fast in this role but you’ll know that your input is contributing to the excellent experience our patients and service users have every day.

Rated ‘outstanding’ by the CQC, we’ve got a passion for delivering high standards of patient care and excellent services to improve the health of our communities. To do this we need outstanding people who share our values compassionate Aspirational Responsive Excellent

We know a commitment to equity, diversity and inclusion leads to better patient care and a happier workforce. We pride ourselves in being diverse and welcome applications from people with varied backgrounds, perspectives and experiences

We ask for information about your protected characteristics on our application forms. This isn’t visible to anyone involved with shortlisting or interviewing you, except when you choose to be considered under the guaranteed interview scheme due to disability. Short listers will see two ticks alongside your application to ensure they apply the principles of the scheme to your submission

The data we collect helps us to ensure we are attracting diversity in our applicants, that all our colleagues have equitable access to career opportunities and supports us on our journey to being a Great Place to Work

As a flexible working friendly organisation, we want you to be able to work in a way that is best for us, for our patients and for you. Talk to us about a flexible working arrangement that won’t involve sacrificing time for personal interests or family commitments. We’ll support you to work flexibly in a way that will suits us both

See where you can go with KCHFT career pathways

The job description and person specification gives you all the information you need about this role. Please look carefully at the criteria in the person specification and tell us what you have done that shows you meet this in your application. If you need an application form in an alternative format please let our recruitment team know. All information you supply on your application should, to the best of your knowledge, be true and accurate.

Still have questions? The recruiting manager would love to hear from you, their contact details can be found in the job advert.

We can get a lot of applications for some roles so to be in with the best chance of being shortlisted please make sure you apply as soon as possible. A vacancy may close early if there is a lot of interest in the job.

At KCHFT we strongly encourage colleagues in clinical and non-clinical roles who have direct or social contact with patients to be fully vaccinated. In this way we will be doing all we can to ensure your safety and that of your colleagues and the patients we serve.

Find out more about the community differencehere.

Good luck! We can’t wait to meet you and welcome you to #teamKCHFT, #cometocommunity.


This advert closes on Sunday 15 Sep 2024

Finance Manager - FTC (6 months)



Salary: Competitive per annum plus company car and Veolia benefits

Location:

Hybrid- Cannock/home



When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life.



We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture.



What we can offer you;

• Access to our company pension scheme
  
• Discounts on everything from groceries to well known retailers
  
• Access to a range of resources to support your physical, mental and financial health; so you can lean on us whenever you need to
  
• 24 hour access to a virtual GP, 365 days a year, for you and family members in your household
  
• One paid days leave every year to volunteer and support your community
  
• Ongoing training and development opportunities, allowing you to reach your full potential
  

What you'll be doing;



This is an exciting opportunity to be a highly visible member of the Finance team; you will liaise with senior budget holders in the business. A Key role, providing services directly to the Veolia Executive Committee. The role holder will be accountable or various aspects of the management accounting reporting processes that are undertaken at the Finance Shared Service Centre.



This includes:



● Budgets/Forecasts

● Monthly Management Accounts

● Assisting with quarterly deep dives on Corporate Overhead accounts

● Business Partnering

● Facilitation of Audits

● Documentation of current work processes



In a cross-trained team, the role holder will be involved in the following responsibilities to varying degrees.







What we're looking for;

• Qualification with a recognised UK accounting body e.g ACA, ACCA, CIMA
  
• Experience of managing and motivating staff
  
• Good business acumen; ability to understand the workings of a diverse range of business units
  
• Must be eager to help move the team forwards.
  
• Committed to delivering within set deadlines
  
• Willing and able to document, in a detailed way, current work processes
  
• Demonstrate strong communication skills with all levels of stakeholders
  
• Must be confident and a self-starter with the ability to operate in a dynamic environment
  
• Sound technical accounting skills
  
• Proficient in manipulating and reporting on large volumes of data efficiently
  

What's next?



Apply today, so we can make a difference for generations to come.



We're proud to be listed in The Sunday Times Best Places to Work 2023, being named as a Top 10 Very Big Organisation and Highly Commended as a workplace for 55+.

This accolade further demonstrates our commitment to our people and our actions in creating an environment where everyone can be their true selves and enjoy working at Veolia.



We want to ensure that you feel supported throughout the application process and provide reasonable adjustments where necessary and requested. If you require any reasonable adjustments as part of your application and interview process please do not hesitate to let us know.



Here at Veolia, we're proud to be known as an equal opportunities employer. We know how important it is to be fully committed to building and maintaining a diverse and inclusive place to work for every one of our colleagues. So no matter their age, gender, gender expression, disability, race, ethnicity, religion, belief, sexuality or veteran status, every applicant who meets the minimum requirements will be considered fully.

We know how important it is to be fully committed to building and maintaining a diverse and inclusive place to work for every one of our colleagues. We are committed to ensuring that all job applicants and members of staff are treated equally, without discrimination because of sex, gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, nationality, ethnic or national origin, religion or belief, disability or age.

We therefore welcome and encourage all candidates who meet the minimum requirements to apply.

Care Leader Location: Townsend House, Headington, Oxford Pay rate: £14.95 per hour plus NVQ enhancements and weekend working enhancements available Contracted hours: 13 hours per week Shift Pattern: Week 1: Tuesday 08:00 16:00 – Paper day Friday 06:445 – 14:15 Week 2: Sat and Sunday 06:45 – 14:15 Week 3: Friday 06:45 – 14:15 Week 4: Sat and Sunday 14:00 – 22:15 ABOUT THE ROLE Are you an experienced carer or senior carer with the passion to make a difference? Can you lead a small team of people to deliver outstanding care to our residents, whilst encouraging them to always do their best? Our care teams make a real difference every day and your professionalism, teamed with kindness and compassion, will be at the core of everything you do. Supporting the Home Manager, and leading a team of carers, you’ll be responsible for planning and implementing the kind of
care that will give our residents a real sense of security, dignity, and independence. You’ll ensure care plans are regularly reviewed through continuous assessment, planning, implementation and evaluation. You’ll be able to manage your time between supporting your team effectively and ensuring the wellbeing of our residents. In return we’ll provide opportunities for career development and clinical training to support your personal growth, all delivered in a nurturing, engaging and rewarding environment. Located in the Headington area of Oxford is Townsend House, offering compassionate residential, early-stage dementia and respite care for 45 residents. AND IN RETURN The Trust is a great place to work; we’ve been providing care for almost 1,000 years and we’re currently the second largest not-for-profit provider in the UK. Not-for-profit means that we reinvest every penny we
make into our residents, colleagues and the care homes we live and work in. Therefore, we offer a great range of benefits, including a competitive salary, training and development. Alongside keeping our colleagues safe with PPE and daily testing Here are some of the other benefits you’ll enjoy as a valued member of our team: * 30 days holiday (including Bank Holidays) * A Company pension * Free uniform * Free DBS * Higher rates of pay at weekends * Access to our Employee Assistance Programme * Care Worker Charity membership for well being and financial aid * Refer a Friend scheme rewarding you up to £1000 for every recommendation you make who successfully starts working for us * Blue Light Card and “My Rewards” programme, offering you discounts on shopping, days out, restaurants and much more ABOUT YOU You’ll have previous experience of working in a residential care setting
with a NVQ Level 3 Diploma in Health & Social Care, or you’ve achieved NVQ Level 2, and you’re prepared to study for NVQ Level 3. You might have previous supervisory experience, like delegating tasks, supporting inductions for new starters and 1 to 1s but this is not essential. What is important is you are a positive role model, with excellent communication skills and a natural ability to get along with others. A supportive individual, able to motivate others to deliver the best possible care to our residents at all times. Alongside being confident taking charge and being able to use your own initiative to resolve problems and deal with queries. If you think you have the right skills and attitude to deliver the highest quality of care for our residents as a Care Leader within our care homes, then you could be the next to join us. So, apply and get your career started with us today.

Salary: £20.44 per hour
Working Hours: 0 hour contract, shifts to be discussed.
Shaw healthcare are delighted to announce that we are a Real Living Wage Employer as well as the UK’s largest employee owned healthcare company. In our recognition of your contribution to the care that our service users need, we are committed to making sure your salary is significantly more than the Government National Minimum Wage. Our employees are at the centre of everything we do……
Are you a Friendly, Compassionate and Caring person who is looking for a career where you feel valued and where you are rewarded for the work that you do? If so, this could be the perfect opportunity for you. Do you enjoy seeing people get the most out of every day and achieve what they want in life? This is what a Career in Shaw healthcare is all about. We look to provide as much flexible working as possible to secure your work/life balance.
Shaw healthcare is looking for a Residential Team Leader to join the team at Barton Cottage Wing service based in Barton Under Needwood , you will join a team that is fully committed to making a difference to the lives of those who we provide care for. Our aim is to deliver the highest standard of care to our service users and to provide the same standard of care that we would expect our own family members to receive. You will be using the latest care technology that will enable you to spend more time with the service users that you care for. Barton Wing has an excellent reputation as highly valued provider of care. The needs of our service users are at the centre of all we do every single day.
As a Team leader, you’ll have previous experience working with older people in residential care. You will need to be flexible, patient, caring, organised and great with people. You will have strong communication skills both verbally and in writing and also will have completed or working towards your QCF 3 in Health and Social Care (or equivalent).
It will be your responsibility to build strong relationships with all those around you, making sure family and friends feel welcomed, that health care professionals are kept well-informed, and that you’re keeping your Line Manager up to speed with residents’ needs and progress. A team player, you can follow guidelines and policies easily, and will have good written skills, as you will need to write up care plans.
We will provide you with full training. This includes our leadership programme which can support your development and opportunities for progression within Shaw. You will also enjoy access to a huge variety of benefits and services to support your physical and psychological well-being and throughout your career we will invest in you and you will enjoy additional support and benefits including:
Salary: £20.44 per hour
Working Hours: Bank 0 hour contract, As/when required.
Shifts to be discussed.
APPLY TODAY! Be one of the special people that make a difference!

We have a rare opportunity to develop your leadership and managerial skills as Clinical Operational Manager for our Home Enteral Nutrition and Oncology Dietetics Teams.

You will have managerial and clinical experience at band 7 level which you will build on to lead and manage both teams through their next phase of development.

The role requires at least 30 hours, and is available up to 37.5 hours across Monday to Friday. We are able to support flexible working options.

There is an adult directorate on-call element. Strong relationships exist with neighbouring Trusts and enteral feeding contract suppliers which you will need to maintain and develop.

There will be a need to innovate and bring the two dietetic teams closer together, and to ensure support to team members, and appropriate care is provided to all patients, as both caseloads continue to grow in complexity and number.

A strong clinical background and experience in HEN or Oncology is essential, desirable to have both as you will have occasional clinical contact. You will also provide clinical supervision to team members whose patients often have complex care needs and ensure policies and procedures are in place to support best practice and ways of working. Support will be gained from Head of Service and peers within Rehabilitation and Therapies Services.

You will need to be able to work from home and also attend meetings at any sites within East or West Kent.









Rated ‘outstanding’ by the CQC, we’ve got a passion for delivering high standards of patient care and excellent services to improve the health of our communities. To do this we need outstanding people who share our valuesCompassionateAspirationalResponsiveExcellent



We know a commitment to equity, diversity and inclusion leads to better patient care and a happier workforce. We pride ourselves in being diverse and welcome applications from people with varied backgrounds, perspectives and experiences

We ask for information about your protected characteristics on our application forms. This isn’t visible to anyone involved with shortlisting or interviewing you, except when you choose to be considered under the guaranteed interview scheme due to disability. Short listers will see two ticks alongside your application to ensure they apply the principles of the scheme to your submission

The data we collect helps us to ensure we are attracting diversity in our applicants, that all our colleagues have equitable access to career opportunities and supports us on our journey to being a Great Place to Work

As a flexible working friendly organisation, we want you to be able to work in a way that is best for us, for our patients and for you. Talk to us about a flexible working arrangement that won’t involve sacrificing time for personal interests or family commitments. We’ll support you to work flexibly in a way that will suits us both

See where you can go with KCHFT career pathways

The job description and person specification gives you all the information you need about this role. Please look carefully at the criteria in the person specification and tell us what you have done that shows you meet this in your application. If you need an application form in an alternative format please let our recruitment team know. All information you supply on your application should, to the best of your knowledge, be true and accurate.

Still have questions? The recruiting manager would love to hear from you, their contact details can be found in the job advert.

We can get a lot of applications for some roles so to be in with the best chance of being shortlisted please make sure you apply as soon as possible. A vacancy may close early if there is a lot of interest in the job.

Although vaccination against COVID-19 is not mandatory, we are strongly encouraging colleagues in clinical and non-clinical roles who have direct or social contact with patients to be fully vaccinated. In this way we will be doing all we can to ensure your safety and that of your colleagues and the patients we serve.

Find out more about the community differencehere.

Good luck! We can’t wait to meet you and welcome you to #teamKCHFT, #cometocommunity.

It is important to us that all our staff are aligned to our Values and in particular the behaviours we expect from KCHFT managers. With this in mind as part of the selection process for this position you will be asked to complete two other activities in addition to the competency-based interview that you will invited to. This extended selection process is designed to assess your management style and the specific details of the exercises will be given if you are successfully shortlisted.The provisional date of the selection event is 22nd May, although this may be subject to change.


This advert closes on Wednesday 22 May 2024

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.

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

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time, allowing for more flexibility in where and how you work. We know that choice and flexibility are important to you. We also recognize that flexible and remote positions can become opportunities for military partners, caregivers, and individuals with disabilities to thrive at our company. We invite you to consider what a Modern, Flexible Workplace can mean for you!

It is anticipated that an incumbent in this role will work remotely 100% of the time and will share a hoteling workspace if/when working onsite, as determined by business needs. The incumbent can work remotely from anywhere in the United States, unless otherwise specified in the job posting. Work location is subject to change based on business needs.This Regional Sales Manager is responsible to support credit card business development within the Automotive vertical. The position is responsible for account volume, dealer participation, and dealer engagement growth within defined territory, supporting Co-Brand automotive credit card partnership.

About This Role:

 

1. Perform regular remote communication to dealerships within assigned territory to:

• Establish and maintain positive relationships with key dealership personnel (Dealer Principal, General Manager, Finance Manager, Parts Manager and Service Manager)
• Increase awareness of credit product by meeting virtually with prospective dealerships and non-engaged personnel within participating dealerships
• Coordinate virtual credit card product and promotion training sessions for new dealers and/or dealer employees; performing training if required
• Maintain regular contact schedule with participants, prospects and partner field management to ensure consistent/increased production
• Meet production and growth requirements and objective

2. Regularly partner with regional sales teams within partner, and partner-vendor organizations to secure new dealer agreements, and increase engagement from existing dealers

3. Participate in National and regional partner tradeshows/events, and applicable field organization meetings to promote the credit card program

4. Ensure any compliance issues are addressed with dealers within territory

5. Some travel may be required to visit high opportunity dealers in assigned territory (possibly once per quarter)

6.　Document results and duties in Salesforce and other documentation as needed

7. Complete all required administrative work (timecards, reporting, calendars, etc.) in a thorough and timely manner

The Ideal Candidate for This Role:

 

Basic Qualifications:

1. High school diploma or equivalent required

2. Minimum of three (3) years of external sales experience required

                3. Ability to work independently, in home office

3. Must live in the continental US, preferably near a major airport

Additional Qualifications:

1. Bachelor’s degree preferred

2. Three (3) years of dealership, auto/auto aftermarket, or credit card experience preferred

3. Account management experience preferred

4. Microsoft Office suite (Outlook, Excel, Word, PowerPoint)

5. Working knowledge of CRM software, preferably Salesforce

Incumbent should reside in continental US    

Compensation:

 

Compensation range (base pay): $60,830.00-$100,370.00

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

• Medical, Dental, Vision Insurance

• 401k, With Matching Contributions

• Time Off Programs

• Health Savings Account (HSA)/Dependent Care

• Employee Banking

• Growth Opportunities

• Tuition Assistance

• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20240277

Equity, Diversity, & Inclusion:

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

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

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

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

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

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

Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal teams? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager who will be the main contact for the client ongoing escalated service and relationship. They are directly accountable for client satisfaction and enhancing the client experience.

You will:

• Assume overall responsibility for managing planholder/client accounts for Premier brokers (2-999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved.
• Build strong relationships with clients and brokers/consultants through in-market presence.
• Work closely with the respective sales representative to gain their buy-in for the account management strategy and position.
• Strategically manage the lifecycle of a client to develop the right solutions to their benefit needs.
• Balance the needs of the client with those of the business.
• Achieve yearly financial growth & persistency goals. 

You have:

• BA or BS degree preferred or equivalent work experience.
• Minimum of 3 years of group insurance experience servicing accounts and/or account management.
• Strong customer service acumen.
• Demonstrated success in dealing with brokers/consultants as well as sophisticated clients.
• Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client.
• Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms:  Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Concur; Tableau, Salesforce.
• Ability to operate in a virtual environment and effectively build rapport virtually.

• Ability to adapt to changes in a fast paced and dynamic environment.
• Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes.
• Consultative Selling Skills and the ability to influence and persuade.
• Virtual communication, presentation, consultative selling, and relationship building skills.
• Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation.
• Ability to collaborate across internal teams including collaborative selling.
• Strategic and critical thinking and basic math skills.
• Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base.
• Ability to exercise sound judgment and deal with conflict.
• Ability to exude confidence and demonstrate optimism and positive attitude.
• Advanced organizational and time management skills.
• Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.

Location:

The preferred location for this position is Tampa, FL. The work arrangement will be remote / work from home with occasional travel in the territory.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

 

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work-Life

• Emotional well-being, mental health, and work/life resources powered by Spring Health

• Wellness programs, including fitness program and equipment reimbursement

• Child, adult, and elder back-up care support through Bright Horizons

• Adoption assistance

• College planning

• Tuition reimbursement

• Student loan assistance

• Commuter benefits in select metropolitan areas

Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

 

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.

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

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

Job Family:

Segment Finance

Travel Required:

Up to 10%

Clearance Required:

None

What You Will Do:

Guidehouse's Finance team is a strategic business advisor responsible for managing financial risk, including: financial planning and reporting, data analysis, and assisting leadership with strategic and tactical matters. Services include: budget management, cost benefit analysis, forecasting needs, data and analytics related to portfolio performance, shared services and financing. Finance works daily with leadership, engagement partners and managers on managing the profitability of engagements and the overall business portfolio. Finance also works closely on portfolio management and investment decisions, analyzes potential acquisitions, joint ventures, partnerships and divestitures, assisting with all integration and separation matters likely to arise.
 
Finance, which is comprised of Vertical, Regional and Business Unit (BU) teams‚ is the primary interface to partners and client service staff‚ They are responsible for working closely with their leaders in‚ developing, improving, and driving financial and operational processes for the business‚ This will include developing and executing budgets and forecasts, asset management (i.e. billings and collections activities), and overseeing engagement economics for individual partners, clients, verticals, markets, BUs, and regions‚ They will manage portfolios at the various reporting levels as well as identify opportunities‚ for the Firm to gain competitive advantages‚ 

What You Will Need:

The Finance and Accounting Team leads Guidehouse's financial management and accounting activities by driving accuracy, compliance, and consistency in alignment with Guidehouse's policies and Federal contracting regulations. The team has an in-depth understanding of the Guidehouse's financial systems, policies, procedures and processes and is able to team with operational and client service partners and staff to provide relevant financial support services and business advisory support to those key stakeholders.

Basic Qualifications: 

• Demonstrated prior success in roles involving Federal government cost-based contracts, especially government contract compliance and financial statement auditing

• Bachelor’s degree from an accredited university plus 5+ years of professional experience OR 9+ years of professional experience in lieu of degree.

What Is Nice To Have:

Demonstrates proven extensive knowledge levels of, and success in roles as a involving, executing strategies and managing the operations and accounting for a global consulting partnership's US government (federal, state, local, and multilateral) consulting practice, which includes the following areas:

• Understanding comprehensively the firms' accounting policies, financial systems, business processes, operations and organizational structure, especially as it relates to finance, budgeting, projections, financial analysis, reporting activities, and financial monitoring through the project and engagement life-cycles

• Leveraging and applying Federal government contract reporting and regulatory compliance requirements, emphasizing areas involving risk management, business and operational processes, audit, development of estimates at complete and labor category mapping

The following additional areas are highly preferred:

• Prior success with using Deltek Costpoint in conjunction with Federal Financial Reporting requirements

Demonstrates proven extensive and success with executing strategies and managing the operations and accounting for a global consulting partnership's US government (federal, state, local, and multilateral) consulting practice, which includes the following areas:

• Managing and implementing project controls to establish, monitor, and report key financial milestones and deliverables, as well as improve effectiveness and efficiency

• Providing insight in the areas of risk management, business and operational processes, auditing, financial reporting, and regulatory compliance

• Leading Project Finance engagement teams, driving financial reporting activities and adhering to Federal government contract compliance requirements

• Overseeing all financial aspects of an engagement and continually monitoring the progress of the engagement, effectively tracking costs

• Collaborating with business demand leaders on project and staffing resources

• Operating with moderate level of independent decision making and influence, interacting effectively with target audiences in the execution and implementation of projects and initiatives related to project controls and engagement financial analysis

• Developing financial reporting packages, implementing, and driving project control improvements, and establishing processes and procedures within the team

• Reviewing and approving engagement teams travel expense documentation

• Leading a team of staff, facilitating staff development and career progression, and guiding others to deliver quality work products

The annual salary range for this position is $75,800.00-$113,600.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

• Medical, Rx, Dental & Vision Insurance

• Personal and Family Sick Time & Company Paid Holidays

• Position may be eligible for a discretionary variable incentive bonus

• Parental Leave and Adoption Assistance

• 401(k) Retirement Plan

• Basic Life & Supplemental Life

• Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

• Short-Term & Long-Term Disability

• Student Loan PayDown

• Tuition Reimbursement, Personal Development & Learning Opportunities

• Skills Development & Certifications

• Employee Referral Program

• Corporate Sponsored Events & Community Outreach

• Emergency Back-Up Childcare Program

• Mobility Stipend

About Guidehouse
Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Job Family:

Cyber Consulting

Travel Required:

Up to 10%

Clearance Required:

Ability to Obtain Public Trust

What You Will Do:

Guidehouse is shaping Zero Trust strategies and implementation across multiple federal clients. We apply a holistic approach that encompasses the Zero Trust pillars and addresses organizational culture, business processes, and other technical areas. We are currently seeking a Zero Trust Project Manager to assist customers in their journey toward a Zero Trust Architecture (ZTA). The Project Manager will lead the teams responsible for assessing our customer’s current ZTA posture, designing future state architectures, developing documentation, communicating with the customer, and managing schedule and risk.

Specific Duties will include:

• Assist in planning and leading technical professionals and cross-functional teams
• Create and manage project plans and track deliverables
• Provide oversight and review of project deliverables to manage and control quality
• Demonstrate communications skills with all levels of management
• Support program management activities throughout the lifecycle of the ZTA project
• Develop ZTA documentation including strategy development, roadmaps, presentations, and other technical and non-technical documentation.
• Work with key stakeholders to track, report, and drive ZTA adoption
• Work with key stakeholders to anticipate, identify, and mitigate project risk using best practice program management tools and methodology
• Provide continuous improvement recommendations and risk mitigations for ZTA implementation across all ZTA pillars

What You Will Need:

• 8 or more years of relevant experience delivering complex IT systems
• Knowledge of cybersecurity threats and information system technologies
• Experience advising clients using Zero Trust’s guiding principles
• Advanced proficiency in analytical, organizational, project management, interpersonal, and communication skills (verbal and written).
• Ability to work positively with a wide range of individuals involved in program management
• Expertise in performing project planning activities
• Ability to tailor communication to effectively reach an audience
• Strong leadership and management skills

What Would Be Nice To Have:

• PMP (Project Management Professional) certification or equivalent
• Bachelor’s Degree
• Experience with some or all of the following solutions: SailPoint, Saviynt, Okta, Zscaler, CrowdStrike, CyberArk, BeyondTrust, Azure, AWS, AppGate, and other Zero Trust enabling technology
• Experience supporting large federal organizations

The annual salary range for this position is $125,600.00-$188,400.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

• Medical, Rx, Dental & Vision Insurance

• Personal and Family Sick Time & Company Paid Holidays

• Parental Leave

• 401(k) Retirement Plan

• Group Term Life and Travel Assistance

• Voluntary Life and AD&D Insurance

• Health Savings Account, Health Care & Dependent Care Flexible Spending Accounts

• Transit and Parking Commuter Benefits

• Short-Term & Long-Term Disability

• Tuition Reimbursement, Personal Development, Certifications & Learning Opportunities

• Employee Referral Program

• Corporate Sponsored Events & Community Outreach

• Care.com annual membership

• Employee Assistance Program

• Supplemental Benefits via Corestream (Critical Care, Hospital Indemnity, Accident Insurance, Legal Assistance and ID theft protection, etc.)

• Position may be eligible for a discretionary variable incentive bonus

About Guidehouse
Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Location:

For Those Who Work At Home - Various, Pennsylvania 19026

Job Summary
The HL Enterprise Retail Sales Manager (ERSM) reports directly to the Home Lending Market Leader and is accountable for creating an engaging sales culture for employees to develop the skills and confidence required to grow the business by helping new and existing clients with home lending solutions. (ERSMs) prioritize and lead delivering Crazy Good Service to all clients. The ERSM primary responsibilities are to recruit external LO talent, lead a span of 3-8 loan officers (spans of control are defined by National Sales Executive and ML) and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM leads a team of Mortgage Loan Originators (MLO's and CDLOs) effective at originating high quality home lending originations and must demonstrate expertise with the local real estate market attributes (property taxes, transfer taxes, millage rates, etc.). This role will develop and lead strategies and tactics in their local markets to build local Center of Influence (COIs) for their MLOs and CDLOs. The position also partners closely with Retail Leaders to increase lending acumen of branch and KPB teammates. The ERSM would also be expected to originate and have a proven book of business and COIs in the local market. The ERSM would be expected to achieve performance goals (quality and productivity) with respect to their own personal production in parallel to achieving the performance goals and expectations as a manager of a team of loan officers.

The ideal candidate for this position will be local to the Philadelphia market and be passionate and experienced with Community Development/CRA lending.

Responsibilities

• Responsible for building, developing, coaching, motivating, and leading a team of Mortgage Loan Originators (MLOs), CDLOs and/or mortgage associates skilled and confident to deliver clients’ full lending needs.
• Responsible for achieving or exceeding mortgage and home equity production goals for both their assigned Retail branch markets and Key Private Bank (KPB) markets. Sets the tone and expectation around partnership and performance objectives. Manages and evaluates performance to achieve respective goals.
• Ensure MLO adherence to the branch and private bank coverage model.
• Accountable for market, branch and KPB market level pipeline management, upfront file quality, drive expected pull-thru and funding rates, and achieving established benchmarks for client NPS scores.
• Serves as a market’s residential real-estate options/products and lending expert with joint accountability/ownership with Retail Leaders, Branch Managers and KPB Leaders to achieve the residential real estate lending production and production goals of their respective branches and KPB markets.
• Manage facilitation, results, and improvements with credit decision escalation process, pricing exceptions, and overall pull through
• Lead and support the development, delivery and execution of training/skill building for branch and KPB employees on changes to all consumer credit products, systems and technology, and processes - building the confidence in branch and KPB employees.
• Maintain an internal and external talent pipeline; hires, trains and onboards new employees grounded in Key’s Financial Wellness mission.
• Build strong collaborative relationships with internal partners to drive excellent client experience, high-quality originations and strong partnerships between branches, operations, underwriting, and fulfillment
• Proactively engage the Area Retail Leaders (ARLs) to facilitate field action and the Consumer Loan Center (CLC) where a pipeline appears stalled; diagnose why and consult/ recommend solutions to improve pipeline
• Responsible and accountable for compliance in all aspects of their geography inclusive of Communicate Reinvestment Act (CRA), Low to Moderate Income (LMI) and MMCT requirements
• Effectively assist MLOs with resolving client complaints within a timely fashion
• Partner with Home Lending Leaders (HLC) leaders to ensure right channel of execution and achieving production success for the assigned markets.
• Ensure MLOs adhere to the Key Home Lending policies, including government regulations; ensure information is properly disclosed to clients. Responsible for overall compliance and quality control within the department - ensuring documentation is appropriate; application packages are timely, quality is acceptable, and timely completion of disclosures.
• Manage employee hours worked in accordance with and compliant with KeyBank’s time tracking policies
• Assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The ERSM is expected to develop referrals to grow Key's home lending business and client base. The ERSM is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality.
• Prospects home lending business to build and develop new client loan originations and relationships and new originations. This can include developing internal referral relationships as well as developing external centers of influence to refer home lending opportunity
• Originate and process 1-4 family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines
• Responsible for gathering documents at the time of registering a loan and is expected to remain, the primary point of contact for the client during the duration of the loan process
• This person is to maintain high standards of client satisfaction and quality, ensure sales/originator systems and workflows are efficiently controlled.
• Develops and maintains in-depth knowledge of products and services as well as knowledge of competitors and competitive products while serving as the subject matter expert within the market
• Maintains proficiency on sales/originator systems and develop and maintain efficient workflows
• Keeps informed of trends and developments in the real estate market and mortgage industry
• Ability to foster internal and external relationships.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications

• Bachelor's Degree Business or Finance (preferred) or
• Equivalent Experience (required)

Experience Qualifications

• 5+ years Mortgage experience or equivalent retail/lending experience which includes selling financial products (required)
• Proven ability to develop and execute business plans – capable of meeting and exceeding results (required)
• 3+ years Management experience in a retail sales environment (preferred)
• Demonstrated ability to drive a high performing team (preferred)
• Proven network of local real estate COIs and past client book of business (required)

Tactical Skills

• Strong business acumen to include an understanding of financials (P & L), credit and lending practices
• Demonstrated effective leadership with the ability to manage, coach and champion a successful sales team both locally and remotely coupled with the proven ability to lead change.
• Proven ability to establish and maintain collaborative partnerships among the field, LOBs and support partners.
• Excellent interpersonal, motivational, leadership, and organizational skills
• Excellent verbal and written communications skills
• Strong technical, analytical, and problem solving skills.
• Working knowledge of consumer loan underwriting, processing, closing and regulations.
• Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws.

Personal Skills

• Emotional Intelligence
• Decision Making
• Problem Solving
• Collaboration

Practical Skills

• Business Acumen
• Oral & Written Communication
• Risk Management

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• Consumer Retail Management - Ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.

Travel

• Occasional travel to include overnight stay.

Driving Requirements

• May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS

This position is eligible to earn an hourly rate of $15 per hour. Compensation for this role also includes short-term incentive compensation subject to individual, team, and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 02/29/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

#LI-Remote