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Financial Oversight:
Working Capital Management:
Data Management:
Tax Knowledge:
Compliance:
Collaboration:
System & Process Improvement:
Official account of Jobstore.
We are PZ Cussons. Our purpose is For everyone, for life, for good.
Sustainability and the wellbeing of people, families and communities everywhere are at the heart of everything that we do.
Since our founding in 1884, we have been creating products to delight, care for and nourish consumers. Across our core categories of Hygiene, Baby and Beauty, our trusted and well-loved brands include Carex, Cussons Baby, Sanctuary Spa and St. Tropez.
- Deliver processes and transactions in compliance with Risk and Financial Control policies
- Deliver FSS transactions and transaction corrections accurately processed within the timescales set by SLAs and OLAs.This involves processing transaction corrections, call out process exceptions and provide answers to transaction queries in a timely manner.
- Provide reconciled period end Tax data to Tax Team for processing of tax returns
- Prepare balance sheet reconciliations within the timescales set by the period end checklist. At period end, responsible for sub-ledgers reconciled to the general ledger and delivery of complete and accurate trial balances to Financial Control.
- Support internal audit on queries and requests for information. Provide technical support to Finance and business stakeholders via standard and ad hoc analysis and investigations as and when required.
- Contribute subject matter expertise to Finance change projects (including business requirements and user-acceptance test scripting.)
- Regularly review FSS processes for process continuous improvement opportunities. Deliver small-scale process change projects.
- Ensure that any standard operating procedures and process maps utilised to carry out FSS processes are accurate and up-to-date. Ensure that transactions, reconciliations and any supporting documentation are filed and can be recovered in accordance with Financial Control policy.
- Enhance Finance skills via an agreed and documented development plan.
PZ Cussons is big enough to make your mark, small enough to make it yours. Apply to join us!
Official account of Jobstore.
We are PZ Cussons. Our purpose is For everyone, for life, for good.
Sustainability and the wellbeing of people, families and communities everywhere are at the heart of everything that we do.
Since our founding in 1884, we have been creating products to delight, care for and nourish consumers. Across our core categories of Hygiene, Baby and Beauty, our trusted and well-loved brands include Carex, Cussons Baby, Sanctuary Spa and St. Tropez.
- Deliver processes and transactions in compliance with Risk and Financial Control policies
- Deliver FSS transactions and transaction corrections accurately processed within the timescales set by SLAs and OLAs.This involves processing transaction corrections, call out process exceptions and provide answers to transaction queries in a timely manner.
- Provide reconciled period end Tax data to Tax Team for processing of tax returns
- Prepare balance sheet reconciliations within the timescales set by the period end checklist. At period end, responsible for sub-ledgers reconciled to the general ledger and delivery of complete and accurate trial balances to Financial Control.
- Support internal audit on queries and requests for information. Provide technical support to Finance and business stakeholders via standard and ad hoc analysis and investigations as and when required.
- Contribute subject matter expertise to Finance change projects (including business requirements and user-acceptance test scripting.)
- Regularly review FSS processes for process continuous improvement opportunities. Deliver small-scale process change projects.
- Ensure that any standard operating procedures and process maps utilised to carry out FSS processes are accurate and up-to-date. Ensure that transactions, reconciliations and any supporting documentation are filed and can be recovered in accordance with Financial Control policy.
- Enhance Finance skills via an agreed and documented development plan.
PZ Cussons is big enough to make your mark, small enough to make it yours. Apply to join us!
Official account of Jobstore.
We are PZ Cussons. Our purpose is For everyone, for life, for good.
Sustainability and the wellbeing of people, families and communities everywhere are at the heart of everything that we do.
Since our founding in 1884, we have been creating products to delight, care for and nourish consumers. Across our core categories of Hygiene, Baby and Beauty, our trusted and well-loved brands include Carex, Cussons Baby, Sanctuary Spa and St. Tropez.
PZ Cussons is big enough to make your mark, small enough to make it yours. Apply to join us!
Official account of Jobstore.
We are PZ Cussons. Our purpose is For everyone, for life, for good.
Sustainability and the wellbeing of people, families and communities everywhere are at the heart of everything that we do.
Since our founding in 1884, we have been creating products to delight, care for and nourish consumers. Across our core categories of Hygiene, Baby and Beauty, our trusted and well-loved brands include Carex, Cussons Baby, Sanctuary Spa and St. Tropez.
PZ Cussons is big enough to make your mark, small enough to make it yours. Apply to join us!
Official account of Jobstore.
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This role provides PA support to a senior Manager and is individually accountable for achieving results through own efforts.In general accountable for the PA support to managers in role size R and senior (exceptions may apply). All responsibilities of the Secretary and PA, as well as the following. Could be accountable for the management of one or more staff members. Accountable for the coordination of other PA¿s deliveries in the BU. Strong focus on dealing with escalated queries from clients, customers and other stakeholders (with potential for brand damage). Often accountable for the resolution of escalations without the involvement of the senior manager. Strong understanding of the business unit and associated OMSA structure. Act as an ambassador for the Business Unit. Advanced skills in minute taking and developing non-standard reports, minutes, presentations and correspondence. High level of ownership and independence (able to run the office in the absence of the senior for long periods of time). Accountable for completing task of a personal nature on behalf of the senior manager. High level of contact with external parties, stakeholders and clients / customers (Company CEOs, Executives etc.). Could be accountable for the management of a budget or significant spending on a budget.Skills
Education
Closing Date
24 March 2024The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
The Old Mutual Story!
Official account of Jobstore.
Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal teams? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager who will be the main contact for the client ongoing escalated service and relationship. They are directly accountable for client satisfaction and enhancing the client experience.
You will:
You have:
Location:
This position will be based out of Guardian's Newport Beach, CA Office. Work arrangement is hybrid (two days per week in office; three days per week working remotely from home).
Salary Range
$52,440 – 86,145
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.
Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
Dental plan
Vision plan
Health care accounts – flexible spending, health reimbursement, and health savings accounts
Critical illness insurance
Company-paid Life and Disability insurance plus voluntary supplemental coverage
Accident insurance
401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
Complimentary 1:1 financial guidance with a licensed Fidelity representative
Flexible work arrangements (part in-person/part remote)
Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
Paid parental leave and paid family and medical leave policies
Emotional well-being, mental health, and work/life resources powered by Spring Health
Wellness programs, including fitness program and equipment reimbursement
Child, adult, and elder back-up care support through Bright Horizons
Adoption assistance
College planning
Tuition reimbursement
Student loan assistance
Commuter benefits in select metropolitan areas
Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.
Official account of Jobstore.
Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal teams? Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager who will be the main contact for the client ongoing escalated service and relationship. They are directly accountable for client satisfaction and enhancing the client experience.
You will:
Assume overall responsibility for managing Planholder/client accounts (2-999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved.
Service the account and build strong relationships with clients and brokers/consultants.
Work closely with the respective sales office to gain their buy-in for the account management strategy and position.
Strategically managing the lifecycle of a client to drive the right solutions to their benefit needs
Balance the needs of the client with that of the business.
Achieve yearly financial growth goals.
You have:
BA or BS degree preferred or equivalent work experience.
Minimum of 3 years of group insurance experience servicing accounts and/or account management.
Strong customer service acumen.
Demonstrated success in dealing with brokers/consultants as well as sophisticated clients.
Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client
Ability to leverage all sales enablement technology, training and tools with proficiency in key technology platforms: Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Concur; Tableau, Salesforce.
Ability to operate in a virtual environment and effectively build rapport virtually.
Ability to adapt to changes in a fast paced and dynamic environment.
Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes.
Consultative Selling Skills and the ability to influence and persuade.
Virtual communication, presentation, consultative selling, and relationship building skills.
Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation.
Ability to collaborate across internal teams including collaborative selling.
Strategic and critical thinking and basic math skills.
Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base.
Ability to exercise sound judgment and deal with conflict.
Ability to exude confidence and demonstrate optimism and positive attitude.
Advanced organizational and time management skills.
Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.
Location and Travel:
The preferred location for this position is our Atlanta, GA Regional Group Office (Alpharetta, GA). The work arrangement will be hybrid (two days per week in office; three days per week working from home).
Up to 25% travel within the territory
Salary Range
$52,440 - $86,145
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.
Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
Dental plan
Vision plan
Health care accounts – flexible spending, health reimbursement, and health savings accounts
Critical illness insurance
Company-paid Life and Disability insurance plus voluntary supplemental coverage
Accident insurance
401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
Complimentary 1:1 financial guidance with a licensed Fidelity representative
Flexible work arrangements (part in-person/part remote)
Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
Paid parental leave and paid family and medical leave policies
Emotional well-being, mental health, and work/life resources powered by Spring Health
Wellness programs, including fitness program and equipment reimbursement
Child, adult, and elder back-up care support through Bright Horizons
Adoption assistance
College planning
Tuition reimbursement
Student loan assistance
Commuter benefits in select metropolitan areas
Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.
Official account of Jobstore.
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The Audit Analyst will be responsible to execute the annual Audit Plan which will consist of assessing the design and effectiveness of controls, accuracy of financial records, effectiveness of operations, as well as ensuring the compliance of established policies, rules, and regulations. The Audit Analyst will execute risk-based financial, operational, and technology (IT) related engagements. The analyst will provide recommendations and conclusions through audit reports that enhance the overall control environment. The Audit Analyst will be directly responsible to assist in preparing and executing risk-based evaluations and audit procedures for Core Specialty that clearly define objectives, utilize contemporary methodologies, and leverage data to drive insights and actionable reporting.
Key Accountabilities:
Technical Knowledge
Experience:
-
At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement. We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program
Official account of Jobstore.
This position provides facility maintenance and administrative support to staff within a region. Work closely with Sales and Sales Support teams to ensure accurate files are maintained, materials are prepared and sent on time, mail is distributed on a timely basis, and office facilities are professionally maintained.
You Will:
You Have:
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.
Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
Dental plan
Vision plan
Health care accounts – flexible spending, health reimbursement, and health savings accounts
Critical illness insurance
Company-paid Life and Disability insurance plus voluntary supplemental coverage
Accident insurance
401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
Complimentary 1:1 financial guidance with a licensed Fidelity representative
Flexible work arrangements (part in-person/part remote)
Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
Paid parental leave and paid family and medical leave policies
Emotional well-being, mental health, and work/life resources powered by Spring Health
Wellness programs, including fitness program and equipment reimbursement
Child, adult, and elder back-up care support through Bright Horizons
Adoption assistance
College planning
Tuition reimbursement
Student loan assistance
Commuter benefits in select metropolitan areas
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.
Official account of Jobstore.
About Working at Commerce
Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.
Compensation Range
Annual Salary: $164,375.00 - $196,250.00 (Amount based on relevant experience, skills, and competencies.)About This Job
The main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit growth, revenue generation, and revenue growth. This will be achieved by being the single point of contact for Private Banking clients; providing concierge level personal service and providing a full range of customized financial management services to clients.
Essential Functions
Create and execute a written marketing plan with the aim of developing/expanding a portfolio of qualified client relationships through an active calling effort targeting individuals whose financial status falls within the parameters defined as the private banking target market
Identify opportunities for the sale of investment management products and trust services
Prepare and deliver client presentations
Manage a portfolio of more than $30,000,000 and up to 350 relationships
Make decisions within assigned lending authority or make and defend recommendations for the extension of credit that exceeds authority
Manage banking component of client relationships in order to avoid principal loss
Participate in the activities of internal client service teams within the Wealth Management practice
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong knowledge of the banking industry
Ability to identify, solicit and close new business opportunities to meet specific sales and marketing goals
Ability to collaborate with other lines of business, i.e. commercial bankers for referrals
Ability to network in social and business settings to identify both centers of influence and potential new high net worth clients. Preferably candidate will have an established network through (i) professional relationships with Centers of Influence, (ii) membership, preferably Board service, in professional and civic organizations.
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook
Education & Experience
Bachelor’s degree or equivalent combination of education and experience required. MBA, other graduate degree or certification preferred.
8+ years financial services industry, Private Banking or Commercial Lending experience required
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Senior Private Banking Relationship Manager job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $164,375 to $196,250 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 1900 West Loop South, Suite 1800, Houston, Texas 77027Time Type:
Full timeOfficial account of Jobstore.
The Senior Risk/Finance Manager will develop, execute and manage the financial planning and systems strategy for the Risk Management Team. The Risk team is composed of finance, operations, legal, and risk professionals whose primary mission is to protect the $6 billion enterprise from catastrophic financial loss while providing cost effective risk management and insurance solutions that mitigate operational risk and contribute to competitive advantage and profitability.
Responsibilities
Cashflow and accounting process management:
Develop models to forecast program revenues and expenses
Oversee department cashflows and ensure timely processing of all risk payables and receivables
Support insurance related monthly accounting transactions
Perform analysis and compile annual, monthly, and ad hoc financial and/or risk reports
Analyze program performance to assure cost effectiveness across all business units
Prepare internal reports and communicate results to senior management
Risk reporting system administration:
Maintain Risk Management Information System (RMIS), inclusive of all essential project related documents, insurance schedules and claim activity
Develop and maintain SAP/SAC financial planning and forecasting tool
Improve and enhance internal reporting systems
Interface effectively with project teams, business partners (Insurers, Brokers, TPAs, Actuaries, Captive
Managers, etc.), and others to develop and implement risk management processes and solutions
Identify and communicate key metrics and performance indicators to senior management
Identify and analyze potential business risks and participate in developing strategies and solutions to address any identified risks
Assist with internal and external insurance program audits
Develop financial models to evaluate new or emerging lines of business
Manage program documentation including receipt of insurance policies, endorsements, binders, coverage confirmations, and other policy documents
Proactively identify and develop relationships with industry professionals to generate and win the right work
Take an active role in recruiting top industry talent to join the Clark team. Identify, hire, and retain outstanding people
Exceed our stakeholders’ expectations by anticipating their needs, desires, and goals
Basic Qualifications
Bachelor’s Degree in Risk Management, Finance or related field preferred but not required
10+ years of related experience preferred
Strong financial and accounting technical skills required. SAP, OBIE, Tableau, and other analytical tools a plus
Broad knowledge and experience in risk management, risk financing, risk assessment and risk strategy
Ability to analyze complex problems involving varying viewpoints and to develop viable solutions
Strong project management skills, results-driven, adaptable with ability to manage multiple priorities and meet
deadlines
Superior interpersonal skills
Ease in working with people up and down the organization hierarchy
Naturally adaptive to different audiences
Strong team focus
Excellent written and verbal communication skills.
Ability to take initiative, be proactive and work efficiently without supervision
Alignment to Clark Standards of Excellence: Self-Motivated, Results Oriented, Adaptable, Team Player, Accountable, Ethical, Innovative, Resilient, Builds Relationships, Builds People / Teams & Followership, Sets Direction & Executes
Preferred Qualifications
CPCU, ARM or CRIS designation is desirable (can be completed on job)
Experience managing others a plus
#LI-LG1
Official account of Jobstore.
About Working at Commerce
Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.
Compensation Range
Annual Salary: $111,250.00 - $196,250.00 (Amount based on relevant experience, skills, and competencies.)About This Job
The main purpose of this job is to directly solicit companies with revenues between $50MM and $2 Billion for general industry equipment finance and leasing opportunities in the assigned territory.
Essential Functions
Primarily involved in calling activities with assigned customers and targeted prospects with the objective to acquire new business
Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention
Coordinate with product partners to cross-sell a full range of products and services
Critically review and analyze portfolios to reduce risk and enhance profitability
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyze industry/credit risk
Facilitate the resolution of customer problems and engage product experts
Participate in community and business functions/groups to establish referral contacts within the marketplace
Ensure compliance with all bank policies, procedures, regulations, and laws
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Basic knowledge of single investor tax, loans, TRAC, operating, synthetic, and debt transactions
Basic knowledge of commercial products, credit policies and procedures and terminology
Well-developed sales and negotiation skills
Basic credit analysis skills
Ability to structure more complex credit requests
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic proficiency with Microsoft Word, Excel, and Outlook
Education & Experience
Bachelor’s degree in Accounting, Finance or equivalent combination of education and experience required
1+ years successful sales experience gained through equipment lease origination required
Experience with tax-exempt products preferred
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record, maintain a valid driver’s license, and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements.
**Level of role is determined by knowledge, experience, skills, abilities, and education
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Equipment Finance Sales Officer I, II, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $111,250 to $196,250 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 1900 West Loop South, Suite 1800, Houston, Texas 77027Time Type:
Full timeOfficial account of Jobstore.
About Working at Commerce
Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.
Compensation Range
Annual Salary: $164,375.00 - $196,250.00 (Amount based on relevant experience, skills, and competencies.)About This Job
The main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit growth, revenue generation, and revenue growth. This will be achieved by being the single point of contact for Private Banking clients; providing concierge level personal service and providing a full range of customized financial management services to clients.
Essential Functions
Create and execute a written marketing plan with the aim of developing/expanding a portfolio of qualified client relationships through an active calling effort targeting individuals whose financial status falls within the parameters defined as the private banking target market
Identify opportunities for the sale of investment management products and trust services
Prepare and deliver client presentations
Manage a portfolio of more than $30,000,000 and up to 350 relationships
Make decisions within assigned lending authority or make and defend recommendations for the extension of credit that exceeds authority
Manage banking component of client relationships in order to avoid principal loss
Participate in the activities of internal client service teams within the Wealth Management practice
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong knowledge of the banking industry
Ability to identify, solicit and close new business opportunities to meet specific sales and marketing goals
Ability to collaborate with other lines of business, i.e. commercial bankers for referrals
Ability to network in social and business settings to identify both centers of influence and potential new high net worth clients. Preferably candidate will have an established network through (i) professional relationships with Centers of Influence, (ii) membership, preferably Board service, in professional and civic organizations.
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook
Education & Experience
Bachelor’s degree or equivalent combination of education and experience required. MBA, other graduate degree or certification preferred.
8+ years financial services industry, Private Banking or Commercial Lending experience required
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Senior Private Banking Relationship Manager job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $164,375 to $196,250 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 200 Crescent Court #1350, Dallas, Texas 75201Time Type:
Full timeOfficial account of Jobstore.
Job Family:
Sustainability Consulting
Travel Required:
Clearance Required:
What You Will Do:
The energy transition requires trillions of dollars of investment to fund clean energy generation, energy storage, transmission, and grid upgrades, EV charging, building decarbonization, and more. Financing these projects is critical priority for national, federal, state, and local organizations. You will work with public sector institutions to help ensure that capital is deployed wisely and ensure that risks are appropriately assessed and compensated.
Key responsibilities include:
Performing project and/or corporate finance due diligence and analysis on projects in the clean energy and mobility sectors to assess their financial feasibility and risk with respect to financial performance, operation, management, governance, and legal, and achievement of expected financial outcome.
Evaluating project business plans for reasonableness and confirming that the plan’s financing requirements, structure, and funding plan are reasonable and consistent with industry norms.
Reviewing financial and commercial elements and structure of contractual arrangements (e.g. Offtake, EPC, O&M, Input etc.) and confirming they are reasonable and consistent with industry norms.
Confirming that financial data, forecasts, and assumptions in the business plan align with key contractual terms and they are reasonable and accurately reflected in the project financial model.
Identifying and assessing project risks and advising on mitigation strategies
Working collaboratively with market and technical advisors to advance client objectives
Assisting the client in loan negotiations by evaluating financial impacts of terms under negotiation and advising on mitigation strategies.
Assisting the client with preparation and review of credit approval documents, including risk and recovery matrices and Credit Committee and/or Board Presentations.
Reviewing financial terms in loan documents and confirming they are consistent with the term sheet, financial model, contracts etc. and advising the client as appropriate.
Supporting the client during the monitoring phase on changes in external and/or internal factors evaluated during the underwriting phase and advising on appropriate mitigation strategies.
Building and maintaining relationships with clients
Supporting the development of team capacity through coaching and development
What You Will Need:
Bachelor's degree in finance, business, or other relevant field
3-5 years experience with financial advisory, infrastructure finance, or project finance
Experience with building or analyzing financial models, analyzing creditworthiness of potential projects or their sponsors,
Adaptability and desire to learn a variety of sectors
Fluency in English
Ability to travel as needed
Due to nature of client engagements, US Citizenship restrictions may apply
Must currently reside in the USA
The successful candidate must not be subject to employment restrictions from a former employer (such as a non-compete) that would prevent the candidate from performing the job responsibilities as described
This position is open to candidates who will be associated with one of the following office: Arlington, VA
The salary range for this role may vary based on relevant degree, work experience and physical location at time of hire
Level of hire will be determined through Guidehouse interviewing process
What Would Be Nice To Have:
Experience with public sector lending or guarantee programs
Experience working with government, banks, or development finance agencies
Social, as well as environmental, sustainability experience
What We Offer:
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
Medical, Rx, Dental & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Position may be eligible for a discretionary variable incentive bonus
Parental Leave and Adoption Assistance
401(k) Retirement Plan
Basic Life & Supplemental Life
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Student Loan PayDown
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
Mobility Stipend
About Guidehouse
Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
Official account of Jobstore.
If you don't have a Australian citizenship, but are living in Australia or if you are planning to move to Australia and are looking for jobs that can sponsor you, it is up to each individual employer on how it handles international candidates.
Have you tried following up? If you did not follow up with an email or phone call, how do you determine if the company received your job application? Enquire where they are in the review process and and then ask if they received your submission. While it would be great to receive a response from the company, sometimes it doesn’t happen. Take the initiative to follow to ensure your application has been received.
The period of the application process will vary, depending on the type of job you are applying for and your previous employment experience.
There are 6 position levels and each level can be associated with a salary range and different types of job titles. Jobs levels can be categorised into: non-executive, fresh/entry level, junior executive, senior executive, manager and senior manager.
Within Jobstore, there are hundreds of variations of jobs. Read through the job descriptions to find out about the typical responsibilities and employers for each job, so you can see what’s involved and who might employ you.
You can certainly obtain expertise without working in a certain sector full-time, albeit it may take a little extra work. And of course, there's nothing wrong with some good ol' networking.
One of the worst mistakes you can make, aside from the obvious ones like being late or using unprofessional language or being messy or unclean, is not being well-prepared.
Don't forget to bring all of the relevant resources, including your résumé, portfolio, and a notepad. You can also prepare your answers in advance by researching the company's industry, competitors, and CEO.
