Financial Planning & Analysis Consultant,Worksite Strategy & Planning - Fulltime, Hybrid, Springfield or BostonThe OpportunityThe Financial Planning & Analysis Consultant will assist the planning and development of organization objectives, medium/long-range and strategic plans, and identification of organization strengths and weaknesses. May conduct special studies for management in areas such as the organization's operational effectiveness, capacity utilization, operating cost containment, etc.The Financial Planning & Analysis Consultant will have the opportunity to work closely with the Worksite Senior Leadership Team which requires the ability to present ideas succinctly, prepare executive-level materials and maintain a high level of confidentiality.The TeamThe Strategy and Planning Team is the heartbeat of the Worksite Channel. We drive KPI and Executive reporting, readiness, training, financial planning and deployment support to bring accountability to the organization. We understand and communicate the health of the business to Sr. Leadership as well as our front-line teams. We are looking to expand on our small organization with someone who shares our passion of working collaboratively and focusing on our customer.The Impact:The Financial Planning & Analysis Consultant will be responsible for but not limited to:All Worksite financial related programs including expense budget management, incentive programs, financial reporting including staffing, travel and other key metricsEstablishing and managing all financial reporting and analysis for Worksite (WS) business including all key functionsLeading the annual budget planning cycle and working with each functional leader to build bottoms up process which allows each area to review and manage to numbers on a regular basis in partnership with Corporate FinanceProviding WS management with monthly and quarterly budget to actual reports and analysis to manage expenses and help drive profitabilityEstablishing and leading a process which measures and communicates total staffing against stated plan and open requisitions while working closely with Management and HR to onboard / off board new/exiting employees in a timely and effective mannerWorking closely with internal partners to deliver management reports which enable key constituencies to evaluate and drive business resultsSetting Annual Calendar of Reporting Needs which helps WPS coordinate effective and timely information and analysisPartnering with WS management to ensure consistent cascading of information, policies and proceduresLeading Incentive Compensation Program, accountable for payment of all field based and Worksite (WS) associates based on compensation programs agreed to by WS management and HREvaluating Competition programs on a regular basis to ensure packaging of all field-based programs (incentive) meet market needsLeading effort to continuously find ways to make processes automated and efficient, leading to more effective and timely outputThe Minimum Qualifications7+ years of Industry experience specifically in financial analysis, expense budget management and reportingThe Ideal Qualifications10+ years of Industry experience specifically in financial analysis and reportingBachelor's degree in Finance or AccountingDemonstrates initiative and sense of urgency; takes ownership and is results-orientatedAbility to effectively manage and deliver on multiple concurrent deliverablesDisciplined approach to strategic initiatives, business projects and day-to-day activitiesAbility to analyze and comprehend complex information, as well as convey complex materials to senior executivesComfortable dealing with both complexity and ambiguity, with ability to explore multiple solutions to a problemStrong analytical, critical thinking and problem-solving skillsHigh degree of financial acumen (actuarial, finance and economics)Excellent interpersonal and communication skills (written, verbal, presentation)What to Expect as Part of MassMutual and the TeamRegular meetings with the Worksite teamsFocused one-on-one meetings with your managerNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefitsMassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Financial Planning & Analysis Consultant,Worksite Strategy & Planning - Fulltime, Hybrid, Springfield or BostonThe OpportunityThe Financial Planning & Analysis Consultant will assist the planning and development of organization objectives, medium/long-range and strategic plans, and identification of organization strengths and weaknesses. May conduct special studies for management in areas such as the organization's operational effectiveness, capacity utilization, operating cost containment, etc.The Financial Planning & Analysis Consultant will have the opportunity to work closely with the Worksite Senior Leadership Team which requires the ability to present ideas succinctly, prepare executive-level materials and maintain a high level of confidentiality.The TeamThe Strategy and Planning Team is the heartbeat of the Worksite Channel. We drive KPI and Executive reporting, readiness, training, financial planning and deployment support to bring accountability to the organization. We understand and communicate the health of the business to Sr. Leadership as well as our front-line teams. We are looking to expand on our small organization with someone who shares our passion of working collaboratively and focusing on our customer.The Impact:The Financial Planning & Analysis Consultant will be responsible for but not limited to:All Worksite financial related programs including expense budget management, incentive programs, financial reporting including staffing, travel and other key metricsEstablishing and managing all financial reporting and analysis for Worksite (WS) business including all key functionsLeading the annual budget planning cycle and working with each functional leader to build bottoms up process which allows each area to review and manage to numbers on a regular basis in partnership with Corporate FinanceProviding WS management with monthly and quarterly budget to actual reports and analysis to manage expenses and help drive profitabilityEstablishing and leading a process which measures and communicates total staffing against stated plan and open requisitions while working closely with Management and HR to onboard / off board new/exiting employees in a timely and effective mannerWorking closely with internal partners to deliver management reports which enable key constituencies to evaluate and drive business resultsSetting Annual Calendar of Reporting Needs which helps WPS coordinate effective and timely information and analysisPartnering with WS management to ensure consistent cascading of information, policies and proceduresLeading Incentive Compensation Program, accountable for payment of all field based and Worksite (WS) associates based on compensation programs agreed to by WS management and HREvaluating Competition programs on a regular basis to ensure packaging of all field-based programs (incentive) meet market needsLeading effort to continuously find ways to make processes automated and efficient, leading to more effective and timely outputThe Minimum Qualifications7+ years of Industry experience specifically in financial analysis, expense budget management and reportingThe Ideal Qualifications10+ years of Industry experience specifically in financial analysis and reportingBachelor's degree in Finance or AccountingDemonstrates initiative and sense of urgency; takes ownership and is results-orientatedAbility to effectively manage and deliver on multiple concurrent deliverablesDisciplined approach to strategic initiatives, business projects and day-to-day activitiesAbility to analyze and comprehend complex information, as well as convey complex materials to senior executivesComfortable dealing with both complexity and ambiguity, with ability to explore multiple solutions to a problemStrong analytical, critical thinking and problem-solving skillsHigh degree of financial acumen (actuarial, finance and economics)Excellent interpersonal and communication skills (written, verbal, presentation)What to Expect as Part of MassMutual and the TeamRegular meetings with the Worksite teamsFocused one-on-one meetings with your managerNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefitsMassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Financial Planning & Analysis Consultant,Worksite Strategy & Planning - Fulltime, Hybrid, Springfield or BostonThe OpportunityThe Financial Planning & Analysis Consultant will assist the planning and development of organization objectives, medium/long-range and strategic plans, and identification of organization strengths and weaknesses. May conduct special studies for management in areas such as the organization's operational effectiveness, capacity utilization, operating cost containment, etc.The Financial Planning & Analysis Consultant will have the opportunity to work closely with the Worksite Senior Leadership Team which requires the ability to present ideas succinctly, prepare executive-level materials and maintain a high level of confidentiality.The TeamThe Strategy and Planning Team is the heartbeat of the Worksite Channel. We drive KPI and Executive reporting, readiness, training, financial planning and deployment support to bring accountability to the organization. We understand and communicate the health of the business to Sr. Leadership as well as our front-line teams. We are looking to expand on our small organization with someone who shares our passion of working collaboratively and focusing on our customer.The Impact:The Financial Planning & Analysis Consultant will be responsible for but not limited to:All Worksite financial related programs including expense budget management, incentive programs, financial reporting including staffing, travel and other key metricsEstablishing and managing all financial reporting and analysis for Worksite (WS) business including all key functionsLeading the annual budget planning cycle and working with each functional leader to build bottoms up process which allows each area to review and manage to numbers on a regular basis in partnership with Corporate FinanceProviding WS management with monthly and quarterly budget to actual reports and analysis to manage expenses and help drive profitabilityEstablishing and leading a process which measures and communicates total staffing against stated plan and open requisitions while working closely with Management and HR to onboard / off board new/exiting employees in a timely and effective mannerWorking closely with internal partners to deliver management reports which enable key constituencies to evaluate and drive business resultsSetting Annual Calendar of Reporting Needs which helps WPS coordinate effective and timely information and analysisPartnering with WS management to ensure consistent cascading of information, policies and proceduresLeading Incentive Compensation Program, accountable for payment of all field based and Worksite (WS) associates based on compensation programs agreed to by WS management and HREvaluating Competition programs on a regular basis to ensure packaging of all field-based programs (incentive) meet market needsLeading effort to continuously find ways to make processes automated and efficient, leading to more effective and timely outputThe Minimum Qualifications7+ years of Industry experience specifically in financial analysis, expense budget management and reportingThe Ideal Qualifications10+ years of Industry experience specifically in financial analysis and reportingBachelor's degree in Finance or AccountingDemonstrates initiative and sense of urgency; takes ownership and is results-orientatedAbility to effectively manage and deliver on multiple concurrent deliverablesDisciplined approach to strategic initiatives, business projects and day-to-day activitiesAbility to analyze and comprehend complex information, as well as convey complex materials to senior executivesComfortable dealing with both complexity and ambiguity, with ability to explore multiple solutions to a problemStrong analytical, critical thinking and problem-solving skillsHigh degree of financial acumen (actuarial, finance and economics)Excellent interpersonal and communication skills (written, verbal, presentation)What to Expect as Part of MassMutual and the TeamRegular meetings with the Worksite teamsFocused one-on-one meetings with your managerNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefitsMassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

The Opportunity As a Life Pricing Lead, you will work on the development and pricing of our Whole Life, Term, UL, VUL, and LTC combination products. You will work in a collaborative environment and partner with several different stakeholders including distribution and corporate finance. This is a highly visible and influential role working with the core suite of Life products at a leading mutual life insurance company. The Team As part of the Brand, Product, and Affiliated Distribution organization and the Life Product Development team, the Life Pricing team is a motivated group of actuaries and quantitative consultants who develop innovative products and pricing methodologies across a broad suite of Life products. We help ensure the continued growth of our core whole life franchise while diversifying our offerings to provide solutions to more customers. We collaborate with key partners across the organization to ensure our product suite is competitive and aligned to meet the needs of our customers, while delivering value to MassMutual. The Impact
• Lead the pricing of new and existing Life insurance products
• Assist in prototyping activities around the evaluation of new product features
• Collaborate with distribution, reinsurance, risk management, and corporate actuarial to price products within our risk tolerance while balancing competitiveness and profitability
• Ownership of the pricing and profitability models utilized by the Life Product team
• Influence and provide key contributions to ongoing business strategy and growth
• Lead the pricing review and approval process with both the corporate actuarial and product teams
• Lead other ad hoc strategic actuarial projects for our Life product portfolio as needed The Minimum Qualifications
• An accomplished FSA
• Member in good standing of the American Academy of Actuaries
• Experience with developing and maintaining actuarial models, either in actuarial software or bespoke models (i.e. Axis, Prophet, Python, R, VBA)
• 10+ years of experience in actuarial roles
• Disciplined approach to strategic initiatives, business projects, and day-to-day activities
• Demonstrated ability to effectively manage and deliver on multiple concurrent deliverables
• Ability to lead and influence others and drive engagement on large projects with multiple functional areas The Ideal Qualifications
• 5+ years of experience in Retail Life pricing and product development
• Knowledgeable in relevant products and services, investments, financials, laws and regulations, industry standards and the competitive environment
• Demonstrated success dealing with both complexity and ambiguity, with ability to explore multiple solutions to a problem
• Ability to analyze and comprehend complex information, as well as convey complex materials to non-technical audiences
• Demonstrated ability to execute strategic initiatives, business projects, and day-to-day activities simultaneously.
• Experience with programming languages and models that are built in programming languages
• Demonstrated high potential to take on greater responsibilities

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

The Opportunity As a Life Pricing Lead, you will work on the development and pricing of our Whole Life, Term, UL, VUL, and LTC combination products. You will work in a collaborative environment and partner with several different stakeholders including distribution and corporate finance. This is a highly visible and influential role working with the core suite of Life products at a leading mutual life insurance company. The Team As part of the Brand, Product, and Affiliated Distribution organization and the Life Product Development team, the Life Pricing team is a motivated group of actuaries and quantitative consultants who develop innovative products and pricing methodologies across a broad suite of Life products. We help ensure the continued growth of our core whole life franchise while diversifying our offerings to provide solutions to more customers. We collaborate with key partners across the organization to ensure our product suite is competitive and aligned to meet the needs of our customers, while delivering value to MassMutual. The Impact
• Lead the pricing of new and existing Life insurance products
• Assist in prototyping activities around the evaluation of new product features
• Collaborate with distribution, reinsurance, risk management, and corporate actuarial to price products within our risk tolerance while balancing competitiveness and profitability
• Ownership of the pricing and profitability models utilized by the Life Product team
• Influence and provide key contributions to ongoing business strategy and growth
• Lead the pricing review and approval process with both the corporate actuarial and product teams
• Lead other ad hoc strategic actuarial projects for our Life product portfolio as needed The Minimum Qualifications
• An accomplished FSA
• Member in good standing of the American Academy of Actuaries
• Experience with developing and maintaining actuarial models, either in actuarial software or bespoke models (i.e. Axis, Prophet, Python, R, VBA)
• 10+ years of experience in actuarial roles
• Disciplined approach to strategic initiatives, business projects, and day-to-day activities
• Demonstrated ability to effectively manage and deliver on multiple concurrent deliverables
• Ability to lead and influence others and drive engagement on large projects with multiple functional areas The Ideal Qualifications
• 5+ years of experience in Retail Life pricing and product development
• Knowledgeable in relevant products and services, investments, financials, laws and regulations, industry standards and the competitive environment
• Demonstrated success dealing with both complexity and ambiguity, with ability to explore multiple solutions to a problem
• Ability to analyze and comprehend complex information, as well as convey complex materials to non-technical audiences
• Demonstrated ability to execute strategic initiatives, business projects, and day-to-day activities simultaneously.
• Experience with programming languages and models that are built in programming languages
• Demonstrated high potential to take on greater responsibilities

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Institutional Product ManagerStable Value InvestmentsFull-TimeBoston, MA or Springfield, MAThe OpportunityThe Product Manager - Stable Value will be an integral part of the Institutional Product and Actuarial team within Institutional Solutions, utilizing relationship and negotiation skills combined with business and technical knowledge to influence strategy and execute risk-controlled profitable growth.The TeamThe Stable Value Product Team provides insights into the evaluation of new opportunities and the risk characteristics of our in-force business. We are hiring a Product Manager to join the team and report to the Head of Stable Value Product, Pricing & Investment Analysis.The ImpactThe Institutional businesses are growing and represent a key component of the company's business strategy. As a Product Manager, you will focus on product management, development, pricing, underwriting and investment analysis. This role will require combining technical investment/actuarial skills with influence, collaboration, and effective communication with internal business and operational teams, corporate and other MassMutual functions, as well as interaction with external clients and intermediaries. Specific responsibilities include:Supporting and leading projects related to product changes and new product offerings including pricing, contracts, filing, and risk assessmentReviewing stable value investment portfolios and General Account investment strategiesBuilding and maintaining pricing and risk analysis modelsDetermine new business and in-force crediting rates for stable value contractsAnalysis of risks and underwriting considerations and participating in contract negotiationsPerforming experience studies and setting assumptionsLiaison with Corporate teams on ALM and crediting rate strategiesPresenting complex analyses and concepts to executive managementSoliciting and analysis of competitive dataInfluencing and contributing to ongoing business strategy and growthThe Minimum QualificationsA strong understanding of fixed income portfolio management and investment risk management.5+ years of investment or actuarial experience.The Ideal QualificationsCFA with experience in ALM, investment portfolio development, investment risk analytics is ideal, but not requiredKnowledgeable in aspects of stable value or Insurance Company General Account productsAbility to:Demonstrate leadership, influence and take ownership of key projectsDemonstrate initiative and a sense of urgencyEffectively manage and deliver on multiple concurrent deliverablesAnalyze and comprehend complex information, as well as convey complex materials to non-technical audiencesDisciplined approach to strategic initiatives, business projects and day-to-day activitiesComfortable dealing with both complexity and ambiguity, with ability to explore multiple solutions to a problemDetail oriented with strong analytical, critical thinking and problem-solving skillsExcellent interpersonal and communication skills (written, verbal, presentation)What to Expect as Part of MassMutual and the TeamRegular meetings with the Stable Value Product teamFocused one-on-one meetings with your managerAccess to mentorship opportunitiesNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefitMassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

FP&A Consultant, Expense Governance team Full-Time/Hybrid, Springfield, or Boston The Opportunity:At MassMutual, we help people secure their future and protect the ones they love. As service and operations professionals, we do this by building trust with our customers and advisors, by being knowledgeable problem solvers and prioritizing their needs above all else. We Live Mutual.Job Description:As a FP&A Consultant within the Operations Insights & Performance Optimization team, you will work in a fast-paced, analytical and highly collaborative environment managing complex budgets and forecasts as part of the Expense Governance organization. This includes developing strong partnerships with Operations business partners, Corporate Finance, Procurement, etc., and being a strategic thought leader for the businesses you will support. Key responsibilities include thoroughly understanding all results and key drivers, effectively partnering with the business to manage census across our global footprint, leading forecasting and budget efforts for your respective business partners, accruing for third-party spend, etc. A critical element of this role is using data, analytics and visualization, to effectively distill and communicate financial results, findings, opportunities and risks, in a manner that is clear, succinct and easy to understand. This role includes reporting to, and partnering with, individuals of diverse levels and backgrounds, including executive and senior leadership. In this role, you will demonstrate accountability, agility, strong business acumen, discretion with sensitive information and an ability to navigate challenging situations requiring critical thinking.The Impact:As FP&A Consultant on our team, you will be responsible for but no limited to:Maintaining consistent and regular dialog with business partners to fully understand their strategies, organizations, initiatives, KPIs, etc.Leveraging that knowledge to provide color and context to results, forecasts, etc., at a deeper level to ensure clarity around results and direction. This includes effectively communicating results, opportunities, risks, etc., in a clear and succinct manner.Facilitating candid discussions about results and forecasts, including helping to inform targets and other inputs by leveraging your financial experience and expertise.Ensuring forecasts and targets are informed, make sense and are aligned with the business and our strategies.Providing consultative thought leadership to your business partners, including advising the business on options to improve their operations (e.g. 3rd party vendor opportunities).Conducting ad hoc financial analytics as needed, including pro-forma analyses, CBAs, unit cost modeling, benchmarking studies, etc.Ensuring all monthly and quarterly deliverables are completed on time and accurately in partnership with your teammates, Corporate Finance, etc.Preparing high-quality, clear and succinct materials for regular business meetings, as well as senior or executive-level presentations, specific to budget and forecast, expense and FTE results, ad hoc analytics, etc.The Minimum Qualifications:Bachelor's degree7+ years of work experience, including budgeting and forecasting, financial analytics, actuals reporting and analysis, and hands-on experience with financial tools and softwareThe Ideal Qualifications:10+ years of work experience specific to budgeting, forecasting and other financial tasks (e.g., accruals, CBAs, financial modeling).7+ years of work experience in the financial services or insurance industryMicrosoft Suite expertise, with special emphasis on Excel and PowerPointStrong business, technical, and financial acumenAbility to drive collaboration across multiple organizations and to work with key partnersExcellent written and verbal communication skills, including the ability to effectively present complex information clearly and appropriately handle sensitive information.The professional in this role must be organized with exceptional attention to detailWhat to Expect as Part of MassMutual and the Team:Regular meetings with the key business partners across the organizationFocused one-on-one meetings with your manager and skip-level opportunitiesNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platforms (e.g., LOMA)Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefitsMassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

FP&A Consultant, Expense Governance team Full-Time/Hybrid, Springfield, or Boston The Opportunity:At MassMutual, we help people secure their future and protect the ones they love. As service and operations professionals, we do this by building trust with our customers and advisors, by being knowledgeable problem solvers and prioritizing their needs above all else. We Live Mutual.Job Description:As a FP&A Consultant within the Operations Insights & Performance Optimization team, you will work in a fast-paced, analytical and highly collaborative environment managing complex budgets and forecasts as part of the Expense Governance organization. This includes developing strong partnerships with Operations business partners, Corporate Finance, Procurement, etc., and being a strategic thought leader for the businesses you will support. Key responsibilities include thoroughly understanding all results and key drivers, effectively partnering with the business to manage census across our global footprint, leading forecasting and budget efforts for your respective business partners, accruing for third-party spend, etc. A critical element of this role is using data, analytics and visualization, to effectively distill and communicate financial results, findings, opportunities and risks, in a manner that is clear, succinct and easy to understand. This role includes reporting to, and partnering with, individuals of diverse levels and backgrounds, including executive and senior leadership. In this role, you will demonstrate accountability, agility, strong business acumen, discretion with sensitive information and an ability to navigate challenging situations requiring critical thinking.The Impact:As FP&A Consultant on our team, you will be responsible for but no limited to:Maintaining consistent and regular dialog with business partners to fully understand their strategies, organizations, initiatives, KPIs, etc.Leveraging that knowledge to provide color and context to results, forecasts, etc., at a deeper level to ensure clarity around results and direction. This includes effectively communicating results, opportunities, risks, etc., in a clear and succinct manner.Facilitating candid discussions about results and forecasts, including helping to inform targets and other inputs by leveraging your financial experience and expertise.Ensuring forecasts and targets are informed, make sense and are aligned with the business and our strategies.Providing consultative thought leadership to your business partners, including advising the business on options to improve their operations (e.g. 3rd party vendor opportunities).Conducting ad hoc financial analytics as needed, including pro-forma analyses, CBAs, unit cost modeling, benchmarking studies, etc.Ensuring all monthly and quarterly deliverables are completed on time and accurately in partnership with your teammates, Corporate Finance, etc.Preparing high-quality, clear and succinct materials for regular business meetings, as well as senior or executive-level presentations, specific to budget and forecast, expense and FTE results, ad hoc analytics, etc.The Minimum Qualifications:Bachelor's degree7+ years of work experience, including budgeting and forecasting, financial analytics, actuals reporting and analysis, and hands-on experience with financial tools and softwareThe Ideal Qualifications:10+ years of work experience specific to budgeting, forecasting and other financial tasks (e.g., accruals, CBAs, financial modeling).7+ years of work experience in the financial services or insurance industryMicrosoft Suite expertise, with special emphasis on Excel and PowerPointStrong business, technical, and financial acumenAbility to drive collaboration across multiple organizations and to work with key partnersExcellent written and verbal communication skills, including the ability to effectively present complex information clearly and appropriately handle sensitive information.The professional in this role must be organized with exceptional attention to detailWhat to Expect as Part of MassMutual and the Team:Regular meetings with the key business partners across the organizationFocused one-on-one meetings with your manager and skip-level opportunitiesNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platforms (e.g., LOMA)Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefitsMassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

At Fannie Mae, the inspiring work we do helps make a home a possibility for millions of homeowners and renters. Every day offers compelling opportunities to impact the future of the housing industry while being part of a collaborative team thriving in an energizing environment. Here, you will grow your career and help create access toaffordable housing finance.

Job Description

As a valued colleague on our team, you will assist with examining and analyzing operational records, and determine efficiency and effectiveness of operating and reporting procedures.

THE IMPACT YOU WILL MAKE

The Internal Auditor - Associate, Single Family role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:
Collaborate with business partners to assess the process risks and controlsWork closely with team members to develop strategies and methodologies to assess design of the controls and operating effectiveness.Develop conclusions based on outcome of work and data to provide recommendations and support business partners in achieving their objectives.

THE EXPERIENCE YOU BRING TO THE TEAM

Desired Experience
Bachelor s degree or equivalentAudit or risk management experience preferredStrong verbal and written communication skillsSkilled in analyzing data; must be able to identify trends or relationships to inform conclusions about the dataMust be able to present information and/or ideas to an audience in a way that is engaging and easy to understandSkilled in creating visual concepts, creating content, and editing content by hand or with the help with computer software to communicate ideasBusiness Insight including advising, designing business models, interpreting customer and market insights, forecasting, and benchmarkingRisk assessment and management skills including evaluating and designing controls, conducting impact assessments, identifying control gaps, and remediating riskRepresent graphical information in the form of charts, diagrams, pictures, and dashboards with programs and tools such as Excel, Tableau, or Power BIMust be able to work with individuals having a different functional expertise respectfully and cooperatively while working toward a common goalExperience gathering accurate information to explain concepts and answer critical questionsRelationship management skills including managing and engaging stakeholders, customers, and building relationship networksSkilled in Microsoft Office Suite

Qualifications

Education:
Bachelor's Level Degree (Required)

The future is what you make it to be. Discover compelling opportunities at

For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.

Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form .

The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here .

Requisition compensation:
77000
to
95000

Prospect Bank Commercial Loan Officer
Job Title: Commercial Loan Officer Region: 08 - Champaign
Reports To: President & Chief Executive Officer Fair Labor Standards Act Status: Exempt
Prepared By: Administrative Services Updated: 3/18/2025 Summary: A Commercial Loan Officer should possess strong customer relationship skills and be adept at listening, probing, and advising applicants on suitable banking products. The Commercial Loan Officer must have a thorough understanding of the requirements and limitations of each commercial loan program offered by the bank. This role involves guiding applicants through the entire loan process from application and underwriting to closing and post-closing support. Familiarity with deposit products is essential to provide borrowers with comprehensive banking solutions. The Commercial Loan Officer should be knowledgeable in underwriting principles, including debt-to-income and loan-to-value ratios, and how these impact a borrower's repayment capacity. The role also requires managing documentation and ensuring compliance with federal regulations while supporting long-term portfolio growth. Essential Duties and Responsibilities: Develop and maintain strong commercial lending relationships. Collect and analyze financial data to support loan approval or denial decisions. Monitor credit quality to ensure adherence to the bank s standards. Manage past due loans, resolve loan file exceptions, and oversee delinquent loan collections. Recommend charge-offs for problem loans and manage recovery of charged-off accounts. Ensure compliance with all applicable banking regulations. Design and implement loan products aligned with the bank s strategic goals. Uphold customer confidentiality and data security standards. Support training and professional development initiatives for lending staff. Assist in preparing monthly loan portfolio reports for the Board. Complete additional duties or projects as assigned by the Board or Chief Executive Officer. Adapt to evolving organizational needs and job requirements. Supervisory Responsibilities: Not Applicable Qualifications: Bachelor s degree from a four-year college or university, or a minimum of five years of relevant experience and/or training, or an equivalent combination of education and experience. Master of Business Administration preferred. Strong critical thinking, problem-solving, communication, and presentation skills. In-depth knowledge of portfolio management, including rate and risk structures. Experience in commercial, consumer, and mortgage lending.

Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its "Different Approach, Better Results" philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.Macatawa Bank, now part of the Wintrust Financial Corporation, is looking for top talent to join our team as a Relationship Banker! Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and annual discretionary bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhat you'll do: As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by:Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendationsCollaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needsOperating a teller drawer serving customers in the lobby/drive-upOpening accounts, performing account maintenance, and assisting customers with digital productsRecognizing potential fraud and other risksDepending on the shift, you might be responsible for bank opening/closingHelping support community and bank eventsQualifications:1-3 years of experience in a customer service, financial service, or sales roleHigh School Degree or GEDIntermediate computer skillsBenefits:Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceCompensation:The estimated hourly rate for this role is $20.00-$26.00, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience. From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank and Wisconsin's Bank , we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank , as a full-time Relationship Banker! Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and annual discretionary bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhat you'll do: As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by:Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendationsCollaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needsOperating a teller drawer serving customers in the lobby/drive-upOpening accounts, performing account maintenance and assisting customers with digital productsRecognizing potential fraud and other risksDepending on the shift, you might be responsible for bank opening/closingHelping support community and bank eventsQualifications:1-3 years of experience in a customer service, financial service, or sales roleHigh School Degree or equivalentIntermediate computer skillsBenefits:Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceCompensation:The estimated hourly rate for this role is $21 - $28, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience.From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank , as a full-time Relationship Banker! Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and annual discretionary bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhat you'll do: As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by:Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendationsCollaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needsOperating a teller drawer serving customers in the lobby/drive-upOpening accounts, performing account maintenance and assisting customers with digital productsRecognizing potential fraud and other risksDepending on the shift, you might be responsible for bank opening/closingHelping support community and bank eventsQualifications:1-3 years of experience in a customer service, financial service, or sales roleHigh School Degree or equivalentIntermediate computer skillsBenefits:Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceCompensation:The estimated hourly rate for this role is $21 - $28, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience.From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank , as a full-time Relationship Banker! Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and annual discretionary bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhat you'll do: As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by:Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendationsCollaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needsOperating a teller drawer serving customers in the lobby/drive-upOpening accounts, performing account maintenance and assisting customers with digital productsRecognizing potential fraud and other risksDepending on the shift, you might be responsible for bank opening/closingHelping support community and bank eventsQualifications:1-3 years of experience in a customer service, financial service, or sales roleHigh School Degree or equivalentIntermediate computer skillsBenefits:Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceCompensation:The estimated hourly rate for this role is $21 - $28, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience.From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank , as a full-time Relationship Banker! Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and annual discretionary bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhat you'll do: As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by:Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendationsCollaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needsOperating a teller drawer serving customers in the lobby/drive-upOpening accounts, performing account maintenance, and assisting customers with digital productsRecognizing potential fraud and other risksDepending on the shift, you might be responsible for bank opening/closingHelping support community and bank eventsQualifications:1-3 years of experience in a customer service, financial service, or sales roleHigh School Degree or GEDIntermediate computer skillsSpanish speaking preferredBenefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceCompensation:The estimated hourly rate for this role is $21.00 - $28.00, along with eligibility to earn monthly commissions. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience.From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

Application Deadline:

07/04/2025

Address:

11051 Beach Blvd.

Job Family Group:

Retail Banking Sales & Service

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

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications , and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed. Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our 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.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good. Salary :

$41,715.00 - $67,000.00
Pay Type:

Salaried
The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

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.

Application Deadline:

06/29/2025

Address:

360 W. Maple Street

Job Family Group:

Retail Banking Sales & Service

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

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications , and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed. Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our 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.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good. Salary :

$41,715.00 - $67,000.00
Pay Type:

Salaried
The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

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.

Application Deadline:

05/26/2025

Address:

100 W. 12th St.

Job Family Group:

Retail Banking Sales & Service

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

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications , and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed. Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our 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.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good. Salary :

$41,715.00 - $55,000.00
Pay Type:

Salaried
The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

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.

Application Deadline:

07/31/2025

Address:

7 N Brown Street

Job Family Group:

Retail Banking Sales & Service

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

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications , and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer's experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed. Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our 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.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good. Salary :

$41,715.00 - $63,700.00
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.

Application Deadline:

06/15/2025

Address:

421 E. Main St.

Job Family Group:

Retail Banking Sales & Service

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

U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.Ensures alignment between values and behaviour that fosters diversity and inclusion.Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives.Contributes to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer.Conducts cold calls to prospective customers to develop new customer relationships.Develops and maintains a network in the community to enhance the Bank's visibility and builds a strong referral source for new potential business.Supports the Bank's community involvement and participates in community activities.Maintains a high-touch relationship with key branch customers and prospects within the market.Resolves customer related issues using knowledge of bank services, products, and processes.Fulfills sales and service activities for the customer in accordance with approved procedures.Builds the business plan for the branch.Influences and negotiates to achieve business objectives.Identifies emerging issues and trends to inform decision-making.Implements, reviews, and revises work plans.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Ensures alignment between stakeholders.Establishes relationships with business partners (e.g. CDC, MasterCard, Symcor, etc.) to maintain knowledge of interdependent systems and related policies and procedures.Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.Breaks down strategic problems, and analyses data and information to provide insights and recommendations.Communicates goals, plans, and assignments to achieve financial and customer service goals.Leads the implementation of new programs, products and processes within the branch.Coordinates the implementation of national and regional sales and service initiatives.Monitors the service request and problem resolution processes for adherence to national standards.Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements.Plans and controls unit operating expenses in accordance with forecasts.Manages transactional outcomes for customer calls or defers to appropriate internal business groups.Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution.Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.Builds effective relationships with internal/external stakeholders.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with all legal and regulatory requirements for the jurisdiction.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed. Qualifications:Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Previous supervisory or management experience - preferred.In-depth knowledge of retail banking products and services.Advanced knowledge of competitive marketplace and trends in product offerings.Working knowledge of branch operational processes and policies.Working knowledge of branch technologies, processes, and performance metrics.Working knowledge of applicable regulations, audit standards, and related policies, procedures, and directives.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth. Salary :

$45,000.00 - $84,000.00
Pay Type:

Salaried
The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

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 . click apply for full job details