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Financial Planner at Bank of Montreal
Smiths Falls, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all regulatory and governing body licensing and registration requirements for a Financial Planner in the employment province or territory.
Experience Required
Minimum 2 year(s)
Senior Land Manager at Environment Bank
Buckingham, England, United Kingdom - Full Time
Skills Needed
Land Management, Biodiversity, Communication, Collaboration, Data Analysis, Negotiation, Project Management, Environmental Knowledge, Stakeholder Engagement, Due Diligence, Planning, Ecology, Microsoft Office, Organizational Skills, Farm Business Tenancies, Legal Knowledge
Specialization
Candidates should have experience working with farmers and landowners, along with knowledge of Farm Business Tenancies and environmental matters. Strong communication skills and proficiency in data analysis are essential.
Experience Required
Minimum 5 year(s)
Treasury Solutions Product - Head of Channels at BankUnited, Inc.
Miami Lakes, Florida, United States - Full Time
Skills Needed
Product Strategy, Product Development, Team Collaboration, Market Research, Competitive Analysis, User Experience, Commercialization, Risk Management, Vendor Management, Agile Practices, Sales Support, Treasury Products, Business Resiliency, Account Services, Data Analysis, Client Portal Migration
Specialization
Candidates must have at least 7 years of experience in managing Treasury products through online and mobile channels, with a preference for client portal migration experience. A Bachelor's degree is required, with a Master's degree preferred.
Experience Required
Minimum 5 year(s)
Customer Service Representative at Bank of Montreal
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Sales, Communication, Problem Solving, Collaboration, Interpersonal Skills, Digital Literacy, Organizational Skills, Listening, Flexibility, Creativity, Professionalism, Initiative, Resourcefulness, Advisory Skills, Financial Knowledge
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a commitment to helping customers.
Manager, Change Risk Management at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Risk Management, Internal Control Framework, Regulatory Compliance, Governance, Change Management, Stakeholder Management, Data Governance, Issue Identification, Action Planning, Strategic Planning, Data Analysis, Policy Development, Control Testing, Risk Mitigation, Communication Planning, Reporting
Specialization
Candidates typically need 5 to 7 years of relevant experience along with a post-secondary degree in a related field, or equivalent education and experience. Preferred experience includes risk management, audit, compliance, governance, or project management, with in-depth knowledge of business and regulatory environments and risk policy frameworks like COSO and COBIT.
Experience Required
Minimum 5 year(s)
PAM Analyst at Bank of Montreal
Barrie, Ontario, Canada - Full Time
Skills Needed
Privileged Access Management, Cyberark, Information Security, Problem Solving, Analytical Skills, Communication, Documentation, Windows Administration, Linux Administration, Active Directory
Specialization
Candidates should have 1-2+ years of relevant experience and a post-secondary degree in Business or Computer Science, or a related field. Experience in information security, CyberArk administration, and knowledge of security processes and controls are also required.
AML Manager at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Risk Management, Compliance, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Program Management, Change Management, Stakeholder Management, Training, Monitoring, Documentation, Regulatory Knowledge, Data Analysis, Internal Controls, Strategic Planning, Quality Control
Specialization
Candidates should have 5-7 years of relevant experience and a post-secondary degree in a related field. Strong program management, communication, and analytical skills are essential for this role.
Experience Required
Minimum 5 year(s)
Software Developer, Summer 2026 (Co-op/Internship) - 12 Months at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Creative Thinking, Building And Managing Relationships, Emotional Agility, Quality Assurance And Testing, Cloud Computing, Microservices, Technology Business Requirements Definition, Analysis And Mapping, Adaptability, Learning Agility, Programming, Applications Integration, Test Driven Development, System Development Lifecycle, Troubleshooting, System And Technology Integration
Specialization
Candidates must be currently enrolled in an academic program and returning to their studies to be considered for this co-op/internship opportunity, as recent graduates are directed to New Grad roles. The position seeks motivated individuals with a strong desire to learn, requiring technical proficiency gained through education and/or business experience, rather than extensive professional experience.
Senior Underwriting Consultant, BMO Insurance at Bank of Montreal
Kelowna, British Columbia, Canada - Full Time
Skills Needed
Underwriting, Critical Thinking, Communication, Negotiation, Interpersonal Skills, Data Analysis, Medical Knowledge, Financial Concepts, Risk Assessment, Reinsurance, Aml Compliance, Client Relations, Presentation Skills, Bilingualism, Analytical Skills, Business Numeracy
Specialization
Candidates should possess an undergraduate degree and 5-10 years of experience in an underwriting environment. Advanced knowledge of industry trends and strong analytical skills are also required.
Experience Required
Minimum 5 year(s)
Client Services Associate I at CBI Bank & Trust
Galesburg, Illinois, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Problem Solving, Detail Oriented, Microsoft Word, Microsoft Excel
Specialization
Candidates must possess exceptional communication skills and a working knowledge of Microsoft Word and Excel. An associate's degree or equivalent experience is preferred.
Senior Business Development Manager at Bank of Montreal
Kelowna, British Columbia, Canada - Full Time
Skills Needed
Business Development, Customer Experience, Sales Strategies, Relationship Management, Analytical Skills, Problem Solving, Negotiation Skills, Data Analysis, Coaching, Collaboration, Communication Skills, Market Expertise, Performance Metrics, Change Management, Strategic Planning, Referral Management
Specialization
Candidates should have 5-7 years of relevant experience and a post-secondary degree in a related field. In-depth knowledge of mortgage programs and proven business development success are essential.
Experience Required
Minimum 5 year(s)
Regional Administrative Assistant at WESTAMERICA BANK
Atwater, California, United States - Full Time
Skills Needed
Data Collection, Data Analysis, Report Generation, Written Communication, Verbal Communication, Customer Complaint Handling, Budget Preparation, Schedule Management, Meeting Documentation, Calendar Management, Mail Sorting, Hotel Reservations, Attention To Detail, Discretion, Judgment, Time Management
Specialization
Candidates must have a minimum of two years of previous executive-level support experience, coupled with exceptional written and verbal communication skills and strong organizational aptitude. Successful applicants need a high level of discretion for confidential information, strong common sense for priority setting, and the ability to manage multiple tasks aggressively to meet deadlines.
Experience Required
Minimum 2 year(s)
Customer Service Representative at Bank of Montreal
Châteauguay, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Digital Tools, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Sales, Banking Services
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a commitment to helping customers.
Provincial Manager at Capitec Bank Ltd
Durban, Occitania, France - Full Time
Skills Needed
Communication Skills, Computer Literacy, Planning Skills, Organising Skills, Coordination Skills, Problem Solving Skills, Interpersonal Skills, Relationship Management Skills, Commercial Thinking Skills, Influencing Skills, Decision Making Skills, Attention To Detail, Strategic Thinking Skills
Specialization
Candidates should have 5-8 years of experience in business or retail banking, with at least 3 years managing a regional team. A Bachelor's Degree in Commerce or Business Management is required, along with knowledge of business economics and sales principles.
Experience Required
Minimum 5 year(s)
Investment Executive (Financial Advisor) - Bowling Green, KY at Fifth Third Bank
Bowling Green, Kentucky, United States - Full Time
Skills Needed
Coaching, Sales, Investment Strategies, Financial Solutions, Client Relationship Management, Team Development, Risk Management, Securities Products, Presentation Skills, Motivation, Delegation, Communication, Problem Solving, Financial Products Knowledge, Business Development, Training
Specialization
Candidates must have prior brokerage industry experience and hold necessary licenses such as Series 7 and 66. Strong sales skills and the ability to motivate and coach others are essential for this role.
Experience Required
Minimum 5 year(s)
Financial Services Associate I at CBI Bank & Trust
Beloit, Wisconsin, United States - Full Time
Skills Needed
Customer Transactions Processing, Accuracy, Self Motivation, Sales Process Initiation, Customer Relationship Development, Organization, Detail Orientation, Oral Communication, Professional Appearance, Courtesy, Active Listening, Adherence To Regulations, Policy Compliance
Specialization
Candidates must be self-motivated, capable of developing strong customer relationships, and able to initiate the HPG sales process when discussing accounts. Essential qualities include being organized, detail-oriented, accurate, possessing good oral communication skills, and maintaining a professional demeanor.
SAR Distributional Impact of Policies Unit Practice Manager at World Bank Group
New Delhi, delhi, India - Full Time
Skills Needed
Leadership, Policy Analysis, Data Analytics, Poverty Measurement, Statistical Development, Public Finance, Collaboration, Risk Management, Communication, Talent Development, Project Management, Economic Policy, Inclusive Growth, Climate Resilience, Stakeholder Engagement, Operational Experience
Specialization
Candidates should have a Ph.D. or Master's degree in economics or a related field with at least twelve years of experience in development policy and analytics. Proven leadership and operational experience across multiple regions and a strong record in poverty and equity analysis are essential.
Experience Required
Minimum 10 year(s)
Global Payments Specialist II - Wire M-F 9am-6pm at Fifth Third Bank
Cincinnati, Ohio, United States - Full Time
Skills Needed
Banking Experience, Payment Processing, Fraud Monitoring, Customer Service, Analytical Skills, Problem Solving, Teamwork, Communication Skills, Mathematical Skills, Multi Tasking, Compliance Knowledge, Technical Proficiency, Research Skills, Attention To Detail, Time Management, Risk Management
Specialization
Candidates must have a high school diploma and 2-3 years of banking experience, preferably in Global Payments. Strong organizational, mathematical, and communication skills are essential, along with proficiency in various software applications.
Experience Required
Minimum 2 year(s)
Associate Director, National Accounts at Bank of Montreal
Mississauga, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Risk Assessment, Portfolio Management, Financial Modeling, Credit Writing, Client Relationship Management, Business Development, Negotiation, Collaboration, Analytical Skills, Problem Solving, Time Management, Presentation Skills, Communication Skills, Team Skills
Specialization
Candidates should have an undergraduate or graduate degree in finance, accounting, business administration, or economics, along with 4-5 years of relevant experience. Strong financial modeling and analytical skills are essential, along with excellent communication abilities.
Experience Required
Minimum 5 year(s)
Mortgage Specialist at Bank of Montreal
Ottawa, Ontario, Canada - Full Time
Skills Needed
Mortgage Lending, Customer Service, Sales, Negotiation, Relationship Management, Analytical Skills, Problem Solving, Communication Skills, Teamwork, Marketing, Networking, Regulatory Compliance, Data Analysis, Cross Selling, Community Engagement, Trust Services
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. An in-depth understanding of the mortgage lending process and strong interpersonal skills are essential.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
Smiths Falls, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

16 May, 26

Salary

80300.0

Posted On

15 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Influence, Regulatory Compliance

Industry

Financial Services

Description
Application Deadline: 02/26/2026 Address: 25 Beckwith Street South Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities. Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals). Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Supports the achievement of sales and performance targets. Develops and implements a relationship management plan to meet the needs of client. Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Executes work to deliver timely, accurate, and efficient service. Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools. Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered. Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations. May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives. Builds effective relationships with internal/external stakeholders. Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment. Advanced working knowledge of financial industry. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Starting salary is $55,000 plus upward commission potential Salary: $43,200.00 - $80,300.00 Pay Type: Salaried & Commission The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards 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 https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Responsibilities
The Financial Planner will provide financial and investment advice, determining client needs and offering solutions through the sale of managed products and services, while also proactively engaging customers to grow the business. This role involves implementing business development strategies, achieving sales targets, and developing relationship management plans to meet client needs.
Financial Planner at Bank of Montreal
Smiths Falls, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Planning, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all regulatory and governing body licensing and registration requirements for a Financial Planner in the employment province or territory.
Experience Required
Minimum 2 year(s)
Senior Land Manager at Environment Bank
Buckingham, England, United Kingdom - Full Time
Skills Needed
Land Management, Biodiversity, Communication, Collaboration, Data Analysis, Negotiation, Project Management, Environmental Knowledge, Stakeholder Engagement, Due Diligence, Planning, Ecology, Microsoft Office, Organizational Skills, Farm Business Tenancies, Legal Knowledge
Specialization
Candidates should have experience working with farmers and landowners, along with knowledge of Farm Business Tenancies and environmental matters. Strong communication skills and proficiency in data analysis are essential.
Experience Required
Minimum 5 year(s)
Treasury Solutions Product - Head of Channels at BankUnited, Inc.
Miami Lakes, Florida, United States - Full Time
Skills Needed
Product Strategy, Product Development, Team Collaboration, Market Research, Competitive Analysis, User Experience, Commercialization, Risk Management, Vendor Management, Agile Practices, Sales Support, Treasury Products, Business Resiliency, Account Services, Data Analysis, Client Portal Migration
Specialization
Candidates must have at least 7 years of experience in managing Treasury products through online and mobile channels, with a preference for client portal migration experience. A Bachelor's degree is required, with a Master's degree preferred.
Experience Required
Minimum 5 year(s)
Customer Service Representative at Bank of Montreal
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Sales, Communication, Problem Solving, Collaboration, Interpersonal Skills, Digital Literacy, Organizational Skills, Listening, Flexibility, Creativity, Professionalism, Initiative, Resourcefulness, Advisory Skills, Financial Knowledge
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a commitment to helping customers.
Manager, Change Risk Management at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Risk Management, Internal Control Framework, Regulatory Compliance, Governance, Change Management, Stakeholder Management, Data Governance, Issue Identification, Action Planning, Strategic Planning, Data Analysis, Policy Development, Control Testing, Risk Mitigation, Communication Planning, Reporting
Specialization
Candidates typically need 5 to 7 years of relevant experience along with a post-secondary degree in a related field, or equivalent education and experience. Preferred experience includes risk management, audit, compliance, governance, or project management, with in-depth knowledge of business and regulatory environments and risk policy frameworks like COSO and COBIT.
Experience Required
Minimum 5 year(s)
PAM Analyst at Bank of Montreal
Barrie, Ontario, Canada - Full Time
Skills Needed
Privileged Access Management, Cyberark, Information Security, Problem Solving, Analytical Skills, Communication, Documentation, Windows Administration, Linux Administration, Active Directory
Specialization
Candidates should have 1-2+ years of relevant experience and a post-secondary degree in Business or Computer Science, or a related field. Experience in information security, CyberArk administration, and knowledge of security processes and controls are also required.
AML Manager at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Risk Management, Compliance, Analytical Skills, Problem Solving, Communication Skills, Collaboration, Program Management, Change Management, Stakeholder Management, Training, Monitoring, Documentation, Regulatory Knowledge, Data Analysis, Internal Controls, Strategic Planning, Quality Control
Specialization
Candidates should have 5-7 years of relevant experience and a post-secondary degree in a related field. Strong program management, communication, and analytical skills are essential for this role.
Experience Required
Minimum 5 year(s)
Software Developer, Summer 2026 (Co-op/Internship) - 12 Months at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Creative Thinking, Building And Managing Relationships, Emotional Agility, Quality Assurance And Testing, Cloud Computing, Microservices, Technology Business Requirements Definition, Analysis And Mapping, Adaptability, Learning Agility, Programming, Applications Integration, Test Driven Development, System Development Lifecycle, Troubleshooting, System And Technology Integration
Specialization
Candidates must be currently enrolled in an academic program and returning to their studies to be considered for this co-op/internship opportunity, as recent graduates are directed to New Grad roles. The position seeks motivated individuals with a strong desire to learn, requiring technical proficiency gained through education and/or business experience, rather than extensive professional experience.
Senior Underwriting Consultant, BMO Insurance at Bank of Montreal
Kelowna, British Columbia, Canada - Full Time
Skills Needed
Underwriting, Critical Thinking, Communication, Negotiation, Interpersonal Skills, Data Analysis, Medical Knowledge, Financial Concepts, Risk Assessment, Reinsurance, Aml Compliance, Client Relations, Presentation Skills, Bilingualism, Analytical Skills, Business Numeracy
Specialization
Candidates should possess an undergraduate degree and 5-10 years of experience in an underwriting environment. Advanced knowledge of industry trends and strong analytical skills are also required.
Experience Required
Minimum 5 year(s)
Client Services Associate I at CBI Bank & Trust
Galesburg, Illinois, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Problem Solving, Detail Oriented, Microsoft Word, Microsoft Excel
Specialization
Candidates must possess exceptional communication skills and a working knowledge of Microsoft Word and Excel. An associate's degree or equivalent experience is preferred.
Senior Business Development Manager at Bank of Montreal
Kelowna, British Columbia, Canada - Full Time
Skills Needed
Business Development, Customer Experience, Sales Strategies, Relationship Management, Analytical Skills, Problem Solving, Negotiation Skills, Data Analysis, Coaching, Collaboration, Communication Skills, Market Expertise, Performance Metrics, Change Management, Strategic Planning, Referral Management
Specialization
Candidates should have 5-7 years of relevant experience and a post-secondary degree in a related field. In-depth knowledge of mortgage programs and proven business development success are essential.
Experience Required
Minimum 5 year(s)
Regional Administrative Assistant at WESTAMERICA BANK
Atwater, California, United States - Full Time
Skills Needed
Data Collection, Data Analysis, Report Generation, Written Communication, Verbal Communication, Customer Complaint Handling, Budget Preparation, Schedule Management, Meeting Documentation, Calendar Management, Mail Sorting, Hotel Reservations, Attention To Detail, Discretion, Judgment, Time Management
Specialization
Candidates must have a minimum of two years of previous executive-level support experience, coupled with exceptional written and verbal communication skills and strong organizational aptitude. Successful applicants need a high level of discretion for confidential information, strong common sense for priority setting, and the ability to manage multiple tasks aggressively to meet deadlines.
Experience Required
Minimum 2 year(s)
Customer Service Representative at Bank of Montreal
Châteauguay, Quebec, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Digital Tools, Interpersonal Skills, Problem Solving, Collaboration, Communication, Organization, Sales, Banking Services
Specialization
No prior experience is necessary, but a post-secondary degree or certification in a related field is desirable. Candidates should possess strong interpersonal skills and a commitment to helping customers.
Provincial Manager at Capitec Bank Ltd
Durban, Occitania, France - Full Time
Skills Needed
Communication Skills, Computer Literacy, Planning Skills, Organising Skills, Coordination Skills, Problem Solving Skills, Interpersonal Skills, Relationship Management Skills, Commercial Thinking Skills, Influencing Skills, Decision Making Skills, Attention To Detail, Strategic Thinking Skills
Specialization
Candidates should have 5-8 years of experience in business or retail banking, with at least 3 years managing a regional team. A Bachelor's Degree in Commerce or Business Management is required, along with knowledge of business economics and sales principles.
Experience Required
Minimum 5 year(s)
Investment Executive (Financial Advisor) - Bowling Green, KY at Fifth Third Bank
Bowling Green, Kentucky, United States - Full Time
Skills Needed
Coaching, Sales, Investment Strategies, Financial Solutions, Client Relationship Management, Team Development, Risk Management, Securities Products, Presentation Skills, Motivation, Delegation, Communication, Problem Solving, Financial Products Knowledge, Business Development, Training
Specialization
Candidates must have prior brokerage industry experience and hold necessary licenses such as Series 7 and 66. Strong sales skills and the ability to motivate and coach others are essential for this role.
Experience Required
Minimum 5 year(s)
Financial Services Associate I at CBI Bank & Trust
Beloit, Wisconsin, United States - Full Time
Skills Needed
Customer Transactions Processing, Accuracy, Self Motivation, Sales Process Initiation, Customer Relationship Development, Organization, Detail Orientation, Oral Communication, Professional Appearance, Courtesy, Active Listening, Adherence To Regulations, Policy Compliance
Specialization
Candidates must be self-motivated, capable of developing strong customer relationships, and able to initiate the HPG sales process when discussing accounts. Essential qualities include being organized, detail-oriented, accurate, possessing good oral communication skills, and maintaining a professional demeanor.
SAR Distributional Impact of Policies Unit Practice Manager at World Bank Group
New Delhi, delhi, India - Full Time
Skills Needed
Leadership, Policy Analysis, Data Analytics, Poverty Measurement, Statistical Development, Public Finance, Collaboration, Risk Management, Communication, Talent Development, Project Management, Economic Policy, Inclusive Growth, Climate Resilience, Stakeholder Engagement, Operational Experience
Specialization
Candidates should have a Ph.D. or Master's degree in economics or a related field with at least twelve years of experience in development policy and analytics. Proven leadership and operational experience across multiple regions and a strong record in poverty and equity analysis are essential.
Experience Required
Minimum 10 year(s)
Global Payments Specialist II - Wire M-F 9am-6pm at Fifth Third Bank
Cincinnati, Ohio, United States - Full Time
Skills Needed
Banking Experience, Payment Processing, Fraud Monitoring, Customer Service, Analytical Skills, Problem Solving, Teamwork, Communication Skills, Mathematical Skills, Multi Tasking, Compliance Knowledge, Technical Proficiency, Research Skills, Attention To Detail, Time Management, Risk Management
Specialization
Candidates must have a high school diploma and 2-3 years of banking experience, preferably in Global Payments. Strong organizational, mathematical, and communication skills are essential, along with proficiency in various software applications.
Experience Required
Minimum 2 year(s)
Associate Director, National Accounts at Bank of Montreal
Mississauga, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Risk Assessment, Portfolio Management, Financial Modeling, Credit Writing, Client Relationship Management, Business Development, Negotiation, Collaboration, Analytical Skills, Problem Solving, Time Management, Presentation Skills, Communication Skills, Team Skills
Specialization
Candidates should have an undergraduate or graduate degree in finance, accounting, business administration, or economics, along with 4-5 years of relevant experience. Strong financial modeling and analytical skills are essential, along with excellent communication abilities.
Experience Required
Minimum 5 year(s)
Mortgage Specialist at Bank of Montreal
Ottawa, Ontario, Canada - Full Time
Skills Needed
Mortgage Lending, Customer Service, Sales, Negotiation, Relationship Management, Analytical Skills, Problem Solving, Communication Skills, Teamwork, Marketing, Networking, Regulatory Compliance, Data Analysis, Cross Selling, Community Engagement, Trust Services
Specialization
Candidates should have 3-5 years of relevant experience and a post-secondary degree in a related field. An in-depth understanding of the mortgage lending process and strong interpersonal skills are essential.
Experience Required
Minimum 2 year(s)