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This position will support the compliance function and state filings. This opportunity is a hybrid schedule; working 2-3 days in our office and the other days remote.

Key Accountabilities:

• Preparation and submission of rate, rule, and form filings countrywide

• Review and analyse state statutes, regulations, and rating bureau bulletins to determine impact and ensure adherence to filing and regulatory requirement.

• Responsible for the preparation of responses to DOI interrogatories

• Develop and maintain state approval charts, forms list, policy forms and rates.

• Work with other business units to write business rules in support of implementing new product and systemic updates related to forms, rates, and rules.

• Maintain manuals and documentation.

In addition to the above key responsibilities, may be required to undertake other compliance related duties from time to time as the Company may require.

Experience:

• At least two years of experience in P&C (Property & Casualty) Commercial lines regulatory and state filings.

• Bachelor’s degree in insurance, business, finance, risk management, or related field (an equivalent combination of education and prior work experience may be substituted at management’s discretion).

• Rate, rule and form filing experience. WC Compliance subject matter expert preferred but not required.

• Knowledge and experience with SERFF.

• Relevant knowledge of regulatory or procedural compliance issues, with ability to apply to operations.

• Intermediate to advanced knowledge of MS Word, Excel, Adobe Acrobat, with the ability to learn proprietary systems.

• Strong communications, analytical, organizational, project management and planning and problem skills.

• Proficiency with personal computers and pertinent mainframe systems and software packages.

• Ability to manage multiple projects/deadlines.

• Ability to work both independently and as a part of a team.

• Must be detailed oriented.

• Compliance or insurance-related certifications (in progress or held) are preferable but not required.

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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

About GlobalFoundries:
GlobalFoundries is a leading full-service semiconductor foundry providing a unique combination of design, development, and fabrication services to some of the world’s most inspired technology companies. With a global manufacturing footprint spanning three continents, GlobalFoundries makes possible the technologies and systems that transform industries and give customers the power to shape their markets. For more information, visit www.gf.com.

Summary of Role:

The Director of Procurement and Supply Chain Finance will partner with Supply Chain Management to extract hidden competitive advantages in the company’s sourcing, procurement, logistics and distribution chain. This job will create structural transparency and accountability using KPIs. This role will represent the finance agenda in a variety of projects from transformational to tactical that are aimed at improving the financial outcomes of our worldwide operation. These can include maximizing revenue, minimizing cost, reducing inventory, reducing supplier pricing, etc. This position will be one of the leaders tasked with increasing the analytical capability and data driven decision making in procurement and supply chain.

 

A qualified candidate will be comfortable as a change catalyst.  Candidate needs to have experience in developing multi-year business plans. 

Essential Responsibilities:

• Create and implement a clear strategic vision of how Finance can enable supply chain to optimize the business and organization. Build an organization of analysts to partner with the Operation to achieve financial commitments.

• Provide strategic business leadership with Executive Supply Chain Management on initiatives and sequencing to create a company competitive advantage in sourcing, production, logistics, distribution, and procurement cost and sourcing

• Be one of the organizations strongest change catalysts and set that pace within your team of analysts

• Develop multi-year cost and capacity target and glide paths in line with revenue and profitability targets through production and sourcing strategies

• Develop cash targets, inventory goals and BOM targets that tie back to P&L model financial goas.

• Lead the annual budgeting and strategic planning processes and the monthly forecasting process for the consolidated Supply Chain.

• Create predictable, sustainable and repeating finance processes. Drive continuous improvement in current processes

• Coordinate the development of annual Supply Chain cost savings initiatives to achieve goals including the monitors and reports the demonstrate monthly progress

• Ensure data driven financial analysis and diligence are part of every important decision made

• Ensure compliance with all corporate accounting, GAAP, IFRS and SOX

• Stay familiar with external, emerging supply chain and bring internally

• Partner and be a peer-to-peer leader with other internal stakeholders groups at GFS
   

Other Responsibilities:

• Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety & Security requirements and programs.
   

Required Qualifications:

• 10+ years of finance experience with prior procurement, sourcing or supply chain experience
• Bachelors Degree in Finance or related field
• Experience developing multi-year business plans
• Demonstrated experience driving data driven and analytic decision making
• Bias for action and results orientation
• Learning and innovative mindset
• Ability to challenge, influence/convince and manage Executives and Non-Executives.
• Ownership mind-set
• Excellent verbal and written communication skills and ability to simplify messages and communicate insights from analysis, leverage findings, and proactively make recommendations.
• Global and domestic travel is an option but not a requirement.

Preferred Qualifications:

• Semiconductor Industry experience
• Manufacturing Industry experience
• 3yrs of people management experience
• Master's or MBA

Expected Salary Range

$131,600.00 - $276,000.00

The exact Salary will be determined based on qualifications, experience and location.

03/28/2024

Address:

3225 Kirchoff Road

Job Family Group:

Commercial Sales & Service

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Leads and executes business development plans to that business goals are achieved or exceeded.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Ensures accurate billing to clients.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Demonstrated history of successful business development, including ability to network in external markets
• Demonstrated knowledge of relevant industry verticals and market’s competitive environment
• Experience in contact negotiations with both clients and legal counsel
• Experience drafting responses to complex RFPs
• Experience with Sales Strategy and Sales referral process development
• Risk Management - In-depth
• Sales and Service Management –In-depth
• Relationship Management - In-depth
• Change Leadership - Working
• Conflict Management & Resolution –In-depth
• Resource Planning – Working
• Business Acumen – In-depth
• Financial and Working Capital Understanding – In-depth
• Strategic Thinking – Working
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

Compensation and Benefits:

$120,000.00 - $222,600.00

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: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

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 http://jobs.bmo.com/us/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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.

At HCSC, we consider our employees the cornerstone of our business and the foundation to our success. We enable employees to craft their career with curated development plans that set their learning path to a rewarding and fulfilling career.

Come join us and be part of a purpose driven company who is  invested in your future!

Job Summary

Located in Chicago, IL, this Senior Risk Manager is responsible for the Corporate Risk Management function inclusive of: risk finance, Captive insurance company reporting and oversight, loss prevention, and claims management.

Essential Functions:
 Responsible for participating in formulating policy, suggesting & coordinating Enterprise loss prevention and control activities, and determining risk financing mechanisms
 Designs, negotiates and approves Property and Casualty Insurance for the Enterprise
 Manages the Corporate Property & Casualty claim payment process: Includes mass tort class actions, anti-trust lawsuits, directors and officers lawsuits, cyber liability incidents, managed care and insurance company liability actions; oversees process from initiation to settlement proposal; negotiates claim resolution with insurance carriers as needed
 Manages relationships with insurance brokers, Property & Casualty underwriting community, and other third-party administrators, and other risk-related service providers
 Manages day to day operations of the Company’s captive insurance company, including monthly claims reporting, annual regulatory filings and audit
 Oversees the finances over the Captive insurance company including forecasting, development and ongoing management of the investment plan, dividends, and inter-company loan programs
 Has responsibility for the creation and maintenance of the Captive’s plan of operations (business plan); provides updates to regulatory authorities on changes to the business plan as needed
 Reviews contract language as requested by Procurement and Legal; evaluates risk and provides recommended edits to decrease HCSC risks in engagements with third parties
 Review and respond to insurance provisions provided in RFPs. Provide alternative language to comply with existing insurance policy terms
 Facilitates management review of insurance program recommendations and oversees subsequent placements
 Designs and maintains the Corporate Risk Management policy and related operations manual
 Prepare and update renewal applications for various insurance policy renewals - Managed Care/ Errors & Omissions, Directors & Officers, Employment Practices, Fidelity Bond, Cyber Privacy, Fiduciary, General Liability, Auto, Property, Umbrella, and other special lines of coverage; conducts underwriting presentations to insurance markets
 Gathers Data From Facilities, Legal, Managed Care Departments, etc. for Insurance Policy Renewals
 Oversee the maintenance of the insurance policy databases and electronic files
 Works with the company’s insurance brokers to respond to requests for certificates of insurance and claims history documents
 Stay abreast on industry standards and trends in order to analyze potential risks in changing operating environments related to the Affordable Care Act, new business ventures, contracts, acquisitions, and lines of business as they relate to HCSC Operations
 Update and maintain Risk Information Management System data
 Conduct annual carrier exposure true ups and confirm additional premiums due
 Manages the work of direct reports in Corporate Risk Management
 Provide ongoing risk management support and assistance as needed

Required Job Qualifications:  

• Bachelor’s Degree in Risk Management, Business Administration, Economics, Accounting, Finance or relevant degree.
• 8 years of experience in Risk Management, Claims Administration, Insurance Brokerage or Underwriting.
• Qualified Risk Manager under the Nonadmitted and Reinsurance Reform Act (NRRA).
• Expert in P&C Insurance, including appropriate federal and state legislation, reporting requirements.
• Has deep knowledge of commercial insurance programs, self-insured funding, retention structures.
• Clear and concise interpersonal, verbal, & written communication skills.
• Project Management skills to bring assignments to completion.
• PC proficiency in Word, Excel, PowerPoint.
• Ability to travel including overnight stays 10%.

PREFERRED JOB REQUIREMENTS

• Advanced degree.
• ARM, CRM, or CPCU designation.
• Insurance producer license.
• Vendor management experience; developing relationships with insurance brokers, Property & Casualty underwriting community, and other third-party administrators, and other risk-related service providers.
• Proficiency in RMIS Risk Management System, insurance policy databases and electronic files.
• Experience designing, negotiating and approving Property and Casualty Insurance for the Enterprise.
• Subject Matter Expert with securing, preparing & updating renewal applications for various insurance policy renewals - Managed Care/ Errors & Omissions, Directors & Officers, Employment Practices, Fidelity Bond,   Cyber Privacy, Fiduciary, General Liability, Auto, Property, Umbrella, and other special lines of coverage; conducts underwriting presentations to insurance markets
• Experience managing day to day operations of the Company’s captive insurance company, including monthly claims reporting, annual regulatory filings and audit.
• Ensuring an efficient risk financing process minimizing insurance premium increases. 
• Ensuring effective management of claims process including capitalizing on opportunities for HCSC to maximize claim recoveries from insurance carriers.

• Effectively manage a small team of direct reports.

We offer a flexible work arrangement with 3 days in the office and 2 days working from home.

Relocation is not provided at this time.

Sponsorship is not provided at this time.

Are you being referred to one of our roles? If so, ask your connection at HCSC about our Employee Referral process!

HCSC Employment Statement:

HCSC is committed to diversity in the workplace and to providing equal opportunity and affirmative action to employees and applicants. We are an Equal Opportunity Employment / Affirmative Action employer dedicated to workforce diversity and a drug-free and smoke-free workplace. Drug screening and background investigation are required, as allowed by law. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

03/15/2024

Address:

320 S Canal Street

Job Family Group:

Capital Mrkts Sales & Service

                                                                                   

MANDATE

Provides a combination of local market presence, sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a One Client approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.

As part of our continuing efforts to expand the partnership between the Commercial Bank and Capital Markets, Middle Market Investment Banking Coverage (MMIB) delivers investment banking solutions to and drives opportunities with the Commercial Banking client base. MMIB brings additional, dedicated IB coverage resources to help capture greater Commercial and Investment Banking share and drive One Client revenue across our growing Commercial footprint. The goal is to capture the entire life cycle of a company within BMO and provide strategic coverage and solutions throughout its evolution.

_____________________________________________________________________________________

Key Accountabilities

• Participates in deal teams to develop, present, and win mandates for new opportunities
• Creates pitch books for clients with respect to financial solutions and participates in presentations to clients
• Integral to the execution of transactions, solving complex problems using rigorous analytical techniques, leading workstreams and driving deliverables, and regularly presenting to senior executives
• Conducts due diligence (e.g. client visits, business model analysis, and comprehensively reviewing industry trends and related regulations)
• Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables
• Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.)
• Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts
• Delivers financial modeling to support strategic recommendations to clients
• Exercises judgment to identify, diagnose, and solve problems within given rules
• Works independently on a range of complex tasks, which may include being adaptable to unique situations
• Partner closely with Commercial Bank teams and I&CB industry specialists and product experts to provide holistic client coverage across a broad range of IB products (M&A, ECM, DCM, Leveraged Finance, Private Capital)
• Leverage all parts of BMO by efficiently partnering with Wealth, IB industry and product partners as necessary to deliver the firm
• Assist in identifying and prioritizing top priority clients and prospects (joint, targeted “Focus List” of opportunities) to drive One Client revenue
• Help build the MMIB team to capitalize on the full potential of the opportunity across the growing BMO Commercial footprint
• Help develop and expand internal communication and improve our data, analytics and management reporting mechanisms to keep the One Client mandate a key focus

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
• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
• 3+ years of investment banking or valuation experience at a financial analyst level
• Knowledge of capital markets, investment banking products and applicable regulations
• Demonstrates solid deal/transaction execution and/or project management skills
• Exceptional skills in quantitative analytics, financial modeling
• 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

Expected target base salary for this role: $175,000- $225,000.00 USD

Compensation and Benefits:

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: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

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 http://jobs.bmo.com/us/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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.

Ankura is a team of excellence founded on innovation and growth.

Practice Overview

​Information Technology provides all IT enterprise applications, infrastructure, and helpdesk support services across the company in a secure, reliable, and cost effective manner​.  Examples of enterprise applications include Salesforce, Workday, Enterprise Data Warehouse.  IT is also responsible for laptops, email, the IT service desk, network connectivity, fileservers, phones, servers and common applications.  IT's goal is to enable Ankura's consultants to effectively deliver client engagements and innovate while operating the business efficiently with the appropriate cost and service level.

About the Role:

The Workday finance functional lead will be accountable for the assessment, implementation, business partnership, and ongoing production support for Workday’s finance module.  The lead will be responsible for understanding Ankura’s business needs and recommending Workday best practices.  The role will also include architectural oversight, project execution, and 24 x 7 (where applicable) support and triage.

The role will be remote, located in the United States.

Role Responsibilities:

• Manage day-to-day system and operations issues, system troubleshooting, manage severity assignments and set priorities for resolution

• Monitor the system for problems and identify and implement corrective and preventive measures

• Understand the overall finance/accounting setup of Workday, including overall functional usage of Workday

• Perform Workday administrative functions including business process and tenant configuration.  Monitor and troubleshoot integrations and BPs supporting finance processes, determine root cause, and implement solutions

• Understand Workday security including adjusting domains and security groups.   Maintain the roles (for all business functional areas) related to security groups; this includes working with functional areas to assign and change roles depending on job function

• Lead the Workday release preparation, including monitoring Workday Community for new release functionality. Coordinating with impacted business units to make required configuration/ content / reporting / integration changes. Analyze and manage Workday releases, assess impacts including architecting, configuring, prototyping, testing, and deploying updates

Project Responsibilities:

• Leverage business knowledge and expertise to identify and recommend opportunities for process improvements, advise stakeholders on options, risks and any impacts on other processes or systems

• Coordinate with finance and accounting team to understand and document business requirements and use cases, design, and configure Workday. Maintain design workbooks.

• Ensure that recommendations from implementation partner fit Ankura’s standards of minimum customization, maximum scalability.  Additionally ensure that vendor recommendation considers impact to other Ankura setups in Workday.

• Evaluate, communicate, and coordinate the technical impacts of Workday configuration decisions

• Build regression and acceptance test scenarios working closely with business process owners

• Responsible for owning and updating the cutover activities for project go live

• Build scalable and performant data integrations using SOAP, RaaS, WQL APIs offered by Workday.

• Design, configure, and test simple integrations between Workday and external systems using Enterprise Integration Builder (EIB) and other Workday tools.  Support data conversion efforts for acquisitions as needed.

• Report Writer & Owner: Create, maintain, and process standard and custom ad-hoc reports and dashboards, to meet business needs

• Responsible for supporting any changes made by the managed service partner. 

Qualifications

• 5+ years of Workday Finance administration and/or configuration experience required

• Advanced experience of Workday configuration in three or more of the following areas: Financial Accounting, PSA, Accounts Receivable, Accounts Payable, Banking, Procurement

• Knowledge about Workday business objects modules and process flows.

• Experience with finance business processes and security and how to best leverage Workday to automate processes.

• Project experience with gathering requirements, architecting system configuration, leading testing, and implementation.

• Ability to work through complex issues and challenges and present business stakeholders with clear options for solutioning.

What Could Set You Apart:

• Experience in the Workday Adaptive module

• Experience building customizations, e.g., BIRT’s, integrations, using Workday Studio.

• Experience working in the professional services industry.

• Advance report writing capabilities.

#LI-Remote

#LI-NT1

*

Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email accommodations@ankura.com or call toll-free +1.312-583-2122. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.

03/12/2024

Address:

320 S Canal Street

Job Family Group:

Capital Mrkts Sales & Service

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Line of Business Overview

The US Diversified group within the Corporate Bank underwrites and manages the firm’s large corporate (public and private) syndicated loan portfolio across Industrials, FC&R, Technology and Business Services sectors.  The team supports both our product and coverage partners by allocating capital to revolver, term loans, and ancillary business products. The team is responsible for all aspects of underwriting and manages the credit and Corporate Banking coverage (i.e. relationship management) post deal closing.

Job description

The Analyst will serve as a key member of the deal team in the underwriting, credit approval, and portfolio management; supporting the deal team by analyzing financial and operating data for trends in financial performance of companies and industries.  The Analyst will be involved in the initial screening of transactions, due diligence, credit approval, and negotiation of legal documentation. The Analyst will help assess BMO’s hold appetite across revolvers and term loans. Experienced Analysts will participate in client pitches to help support cross-selling opportunities for hedging and other traditional corporate banking products.

Primary Function and Responsibilities

New Underwritings

• Use independent critical thinking skills to analyze historical financial performance, create Base/Stress case financial projection models, develop risks and mitigants, business strengths, and credit rationale for completing a transaction
• Work across groups to compile diligence lists and lead diligence calls with company management teams and other lenders
• Complete risk / return models for new deals
• Collaborate with colleagues on different teams (Leveraged Finance, Investment Banking Industry Coverage, Ancillary Product groups) on materials for committee meetings attended by senior leaders across the bank
• Address questions from the Investment Committee and Credit team to support new transactions

Portfolio Management

• Review and monitor Borrowers’ financial statements for potential changes which may affect the Borrower’s performance through detailed review of quarterly financial statements, participation in quarterly lender calls, and ongoing dialogue with management teams
• Prepare concise credit analysis and other correspondence on a quarterly basis for certain Borrowers, and on an annual basis for all Borrowers
• Assess Borrowers’ internal risk rating on a regular basis based on their financial performance and changes to the qualitative aspects of the business
• Evaluate opportunities for new business (ancillary products such as FX and interest rate hedging and cash management) with existing Borrowers
• Conduct analysis and comprehensive review of industry trends and comparable transactions in the industry

Relationship Management

• Assist in the preparation of pitch materials for client meetings and cross-sell of corporate banking products
• Experienced analysts will participate in client pitches to help support cross-selling opportunities for hedging and other traditional corporate banking products

Education/Professional Experience

• An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
• 1 - 3 years of relevant experience within investment banking, corporate banking, corporate credit, commercial banking or capital markets
• Completion of a financial analysis credit training program preferable

Skills:

• Excellent analytical skills pertaining to business, financial, and credit analysis
• Skilled in building complex three-statement financial models
• Strong written and oral communication skills
• Strong proficiency in Microsoft Office products, notably MS Excel
• Ability to be creative, insightful and resourceful in performance of duties
• Strong interpersonal skills used within a demanding team environment
• Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner
• Excellent capability to independently function as part of a team through self-motivation

The expected base salary for this role is $90,000- 105,000 USD.

Compensation and Benefits:

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: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

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 http://jobs.bmo.com/us/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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.

Investigate and maintain property/casualty claims. Determine liability, secure information, reviews coverages, arrange appraisals, and settle claims. May work in the field or central location.

The Field Property Claims Adjuster position supports the Claim Division goal of ensuring customer service industry leadership and partners with agency to deliver seamless claim service. An experienced adjuster who can work on moderately complex claims. You will report to the Claims Manager

Compensation Minimum:$55,000 / year

Compensation Maximum:$90,000 / year

Compensation may vary based on the job level and your geographic work location.

Job Level Summary

• Requires working experience in own job discipline and broaden capabilities.
• Continue to build knowledge of the company, processes and customers.
• Perform a range of assignments related to job discipline.
• Use prescribed policies in analyzing situations.
• Receive a moderate level of guidance and direction.

Primary Accountabilities

• Investigate origin and cause of claims by contacting the appropriate parties including insureds, claimants, agents, attorneys, contractors, experts, special investigation unit, other adjusters, public personnel.
• Identify complex issues and seeks assistance. Handle claims on a good faith basis.
• Handle both 1st party claims under multiple policies types and numerous endorsements.
• Conduct on-site inspections when needed, evaluates damages, and handles claim negotiations with insureds, claimants, attorneys, public adjusters.
• Respond to customer inquiries, and close files.
• Interpret and determine policies, leases, by-laws, declarations, articles and contract coverages and apply to all parties for assigned losses.
• Provide all parties with claim process and status; answer questions or redirect to other areas.

Requirements:

• Prior experience writing estimates using Xactimate (1-3 years)
• Offer to you will be made contingent on the results of applicable background checks.
• Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions.
• Our policy restricts consideration of applicants needing employment sponsorship (visa) to specialty occupations. Sponsorship will not be considered for this position unless otherwise specified in the posting.

The candidate(s) selected for this role will be employed by AFICS, Inc. (American Family Insurance Claims Services, Inc.), an affiliate of American Family Mutual Insurance Company, S.I.

In this primarily home-based role, you will spend 80% of your time (4+ days per week) working from home and/or in the field handling claims, typically within a 2-hour drive time radius. A company fleet vehicle is provided with the position.] On occasion you may be asked to travel to an office location for in person engagement activities such as team meetings, trainings, and culture events.

#LI-Hybrid

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

#LI-CF1

Compensation Minimum:$67,000 / year

Compensation Maximum:$111,000 / year

Compensation may vary based on the job level and your geographic work location.

The Sr. Alliance Account Manager manages alliance business development efforts by negotiating and working with carrier and broker alliance partners and has ultimate accountability for successful alliance performance. You will evaluate alliance products and rating plans and provides comparative analysis, tracks and reports alliance offerings. You will report to the Director, Insurance Operations – Licensing.

Primary Accountabilities:

• You will manage 18-22 carrier relationships.
• You will provide daily service to sales during and after implementation of alliance products and informs management of positive and negative outcomes.
• You will lead the post implementation reviews of alliances to determine if the outcomes of the alliance are consistent with the assumptions used in the pre-decision analysis.
• You will work with external partners and Legal division to negotiate complex contracts for all partners.
• You will develop knowledge of industry and competitor activities by attending industry functions, membership in industry organizations and committees.
• You will analyze alliance product information relative to market potential, competition, products, loss experience, and potential profitability of market segments.

Qualifications:

• 1+ Year of partnership management experience
• Commercial insurance product knowledge
• Insurance designation such as AINS, ARE or CPCU
• Sales experience including developing relationships through prospecting
• P&C Producers License or the ability to attain one

In this flex office/home role, you will work 10 days per month from one of the following office locations: Madison, WI 53783; Boston, MA 02110

You must reside within a 50-mile radius of NHQ or 35-mile radius of Boston.

#LI-Hybrid

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

#LI-RS1

Compensation Minimum:$123,000 / year

Compensation Maximum:$209,000 / year

Compensation may vary based on the job level and your geographic work location.

The AmFam Sr. Trial Attorney provides legal representation, either personally or by retaining and supervising outside counsel that handles moderately complex litigation involving either the corporation and it's insured within established corporate guidelines and the applicable code of professional responsibility. You will personally handle litigation of a most complex nature involving either the corporation and/or it's insured within established corporate guidelines, applicable standards of good faith. You will report to the Senior Manager, Legal.

Primary Accountabilities:

• You will handle litigation involving either the corporation and it's insured within established corporate guidelines and the applicable code of professional responsibility.
• You will analyze file as litigation progresses and evaluate cases and seeks settlement.
• You will conduct discovery (e.g. written interrogatories, requests for production of documents, and depositions).
• You will conduct motion practice.
• You will draft all necessary pleadings, papers and briefs to advance litigation.
• You will conduct necessary research to support drafting activities.
• You will advocate client position in all forums (state and federal court, alternative dispute resolution, administrative tribunals and regulatory hearings) and circumstances, both.
• You will stay current on state statutes and court decisions and analyzes how statutes and court decisions affect the interpretation and enforceability of policy provisions.
• You may have or develop areas of specialty practice (e.g. special property, workers` compensation, environmental law, commercial coverage).
• You will litigate in Chicagoland area.

Qualifications:

• Insurance litigation experience
• Demonstrated experience preparing civil pleadings, motions and discovery and deposing witnesses.
• Solid knowledge of Illinois rules of Professional Responsibility.
• Solid knowledge of tort, contract, and insurance law.
• Illinois licensed
• Located in or near Chicago
• Ability to travel throughout Cook and adjacent counties

• Admission to the State Bar in state where they are located or eligibility for admission to the bar and obtaining admission within a year of hiring.

• Juris Doctor

In this primarily home-based role, you will spend 60-70% of your time (3-4 days per week) working from home. On occasion you may be asked to travel for in person engagement activities.

#LI-Remote

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

#LI-RS1

03/20/2024

Address:

111 W Monroe - 115 S LaSalle

Job Family Group:

Audit, Risk & Compliance

The BMO Fair and Responsible Banking team is seeking a senior compliance officer familiar with Responsible Banking regulations (UDAP/UDAAP and pertinent state laws) to join its existing second line of defense team. The successful candidate will work closely with compliance advisory and business partners to ensure consumer protection requirements are met within BMO's risk appetite. They will collaborate with partners that include fair lending and legal teams to provide consistent guidance, appropriate escalation, and comprehensive remediation of known or potential issues.

Assists in the implementation, maintenance and administration of a specific compliance program. Coordinates and performs risk assessment, monitoring, testing and surveillance activities to ensure program remains current and aligned with BMO Compliance Program. Works with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/group on implications of new regulatory developments or internal products, and assists to implement new/revised policies and programs to address them. Identifies risks and implements appropriate actions to mitigate them. Develops and maintains compliance information for analysis and reporting. Achieves compliance goals by maintaining current knowledge of regulatory requirements and developments. Maintains functional and regulatory expertise specific to business group, and refers to Compliance Policies & Procedures manuals for requirements. Contributes to business/group results by providing oversight and making recommendations that significantly impact the Bank’s ability to monitor regulatory compliance programs, minimize operational risk and align with regulatory agencies.

• Provides advice and guidance to assigned business/group on implementation of solutions aligned to regulatory risk appetite based on an understanding of business operations and stakeholder needs.
• Consults on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives.
• Influences to achieve effective regulatory compliance controls that enable business objectives.
• Identifies and advises on emerging issues and trends to inform decision-making.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Builds effective professional relationships with business group, internal/external stakeholders and trust with regulators.
• Analyses and reports on compliance data, and related data to gain insights on regulatory risk.
• Oversees the development and maintenance of guidelines and procedures, providing advice/rulings as necessary, for a single function within a geographic area.
• Participates in the design, implementation and management of core business/group processes.
• Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls.
• Performs and/or effectively challenges monitoring and testing activities to ensure regulatory compliance controls are operating and aligned to regulatory requirements.
• Supports root cause analysis in response to material control failures in business/group.
• Identifies, assesses, effectively challenges and oversees the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation.
• Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution.
• Analyzes and reports compliance information to Compliance and business/group management.
• Develops and maintains a high level of expertise in all regulations, directives and guidance which apply to the group(s) supported.
• Provides input to business/group on emerging risks, regulatory developments and interpretation of regulations.
• Conducts and/or effectively challenges risk assessments for business/group and assists to identify more effective compliance controls.
• Performs and/or effectively challenges monitoring and testing activities to ensure regulatory compliance controls are operating and aligned to regulatory requirements. Supports root cause analysis in response to material control failures in business/group.
• Identifies, assesses, effectively challenges and provides oversight on the satisfactory resolution of issues, including ensuring adequate management remediation plans and validation. Elevates high profile issues/risk cases to Compliance and business/group management for prompt resolution.
• Analyzes and reports compliance information to Compliance and business/group management.
• Advises first line of defense management and employees on compliance matters.
• Consults on new products, services and automated systems to assist with incorporating compliance requirements into these initiatives.
• Ascertains training needs and helps develop training based on gaps identified through the compliance monitoring and testing.
• Identifies enhancements to business group compliance tools and processes and communicates to required stakeholders.
• Assists business group management in communicating and implementing changes to applicable regulatory policies and procedures.
• Represents the business/group Compliance team and interacts with examiners/auditors during internal, external and regulatory audits and examinations.
• Provides regulatory perspective on business group’s sales and marketing materials.
• Anticipates/ identifies and analyses risk and consequences of unaddressed risk factors/ compliance gaps, and recommends appropriate controls.
• Builds effective professional relationships with business/groups.
• Operates effectively within a high stress environment with constantly changing expectations and regulatory & audit scrutiny.
• Accesses, monitors and reports on sensitive Bank, customer, transactional and employee information to ensure compliance with regulatory requirements.
• Communicates the roles and importance of each of the three lines of defense, and proactively identifies regulatory risk.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically minimum of 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Recognized compliance certificate or equivalent preferred.
• Detailed knowledge of consumer protection regulations and related marketing and advertising guidelines.
• Skilled knowledge of regulatory/ compliance requirements and the operations of a single client group.
• May require experience at regulatory body for one or more compliance area(s).
• Strong communication, critical thinking, relationship management and project management skills.
• Deep knowledge and technical proficiency gained through extensive education and 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.

Compensation and Benefits:

$79,800.00 - $148,000.00

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: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

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 http://jobs.bmo.com/us/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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. 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.

Compensation Minimum:$107,000 / year

Compensation Maximum:$181,000 / year

Compensation may vary based on the job level and your geographic work location.

The AmFam Trial Attorney provides legal representation, either personally or by retaining and supervising outside counsel that handles moderately complex litigation involving either the corporation and it's insured within established corporate guidelines and the applicable code of professional responsibility. You will personally handle litigation of a most complex nature involving either the corporation and it's insured within established corporate guidelines, applicable standards of good faith. You will report to the Senior Manager, Legal.

Primary Accountabilities:

• You will handle litigation involving either the corporation and/or it's insured within established corporate guidelines and the applicable code of professional responsibility.
• You will analyze file as litigation progresses and evaluate cases and seeks settlement.
• You will conduct discovery (e.g. written interrogatories, requests for production of documents, and depositions).
• You will conduct motion practice.
• You will draft all necessary pleadings, papers and briefs to advance litigation.
• You will conduct necessary research to support drafting activities.
• You will advocate client position in all forums (state and federal court, alternative dispute resolution, administrative tribunals and regulatory hearings) and circumstances, both.
• You will stay current on state statutes and court decisions and analyzes how statutes and court decisions affect the interpretation and enforceability of policy provisions.
• You may have or develop areas of specialty practice (e.g. special property, workers` compensation, environmental law, commercial coverage).
• You will litigate in Chicagoland area.

Qualifications:

• Insurance litigation experience
• Demonstrated experience preparing civil pleadings, motions and discovery and deposing witnesses.
• Solid knowledge and understanding of Illinois rules of Professional Responsibility.
• Solid knowledge and understanding of tort, contract, and insurance law.
• Illinois licensed
• Located in or near Chicago
• Ability to travel throughout Cook and adjacent counties

• Admission to the State Bar in state where they are located or eligibility for admission to the bar and obtaining admission within a year of hiring.

• Juris Doctor

In this home-based role, you will spend 60-70% of your time (3-4 days per week) working from home. On occasion you may be asked to travel for in person engagement activities.

#LI-Remote

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

#LI-RS1

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

The CIBC Summer Internship Program is designed to offer great work experience to complement students’ classroom training and career goals. Throughout the summer, interns will meet with our executive leadership team, network with employees and fellow interns, and participate in community outreach. We are devoted to finding, selecting, and training interns who will make a positive impact on our company while offering a full learning experience. Our Interns will work alongside a lean, proven team of investment professionals, gaining technical and analytical skills. 

CIBC’s Summer Internship program runs for 10 weeks beginning in June 2024 through August.  During this time, you will have access to training opportunities, mentorship, and leadership support.

Our leaders are invested in your success during your internship. Our goal is to ensure you have all tools necessary to take advantage of the robust opportunities at hand, resulting in a great summer experience.

What You’ll Be Doing

• Support Private, Personal & Digital (PP&D) Banking in day-to-day business operations
• Assist with internal and external exams through document preparation
• Provide support to ongoing projects within the group
• Provide support to sales teams through creating and maintaining client leads, data, and reporting in Salesforce
• Analysis and reporting on various metrics required for sales and risk operations

Who You Are

• Microsoft Excel and PowerPoint skills a plus

• Ability to work and thrive in a dynamic, fast-paced environment

• 3.0 GPA minimum
• Exceptional interpersonal, communication, analytical and problem-solving skills
• Excellent organizational skills and ability to multitask
• To be eligible for this position, you must be authorized to work in the U.S.
• Pursuing a bachelor’s degree, with an expected graduation date between December 2024 and June 2025

How You Succeed

• You’re digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends.
• You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
• You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You have passion and are motivated with high career aspirations. Must be capable of assuming significant levels of responsibility for assignments to be completed within short time frames.
• You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to create a shared vision.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What CIBC Offers

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:

• Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home.
• Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity.
• Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training.
• Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan.

California residents — your privacy rights regarding your actual or prospective employment 

At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.  

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Expected End Date

2024-08-16

Job Location

IL-120 S LaSalle St, 2nd Fl

Employment Type

Temporary (Fixed Term)

Weekly Hours

40

Skills

Analytical Thinking, Communication, Critical Thinking, Group Problem Solving, Microsoft Excel, Microsoft PowerPoint, Oral Communications, Written Communication

This position participates in required training activities and learns product and system knowledge necessary to respond to personal lines requests (auto/home/etc.) received from agents, agency staff, operations and customers. Focuses on providing outstanding, customer service while working diligently to meet customer needs. Strives to resolve on first call, with minimal effort required on the part of the customer thus providing the most customer value. You will report to a manager, insurance operations!

Compensation Minimum:$23.00 / hour

Compensation Maximum:$23.00 / hour

Compensation may vary based on the job level and your geographic work location.

Primary Accountabilities

• Develop knowledge of systems and various application trainings associated with policy processing.
• Respond to basic inquiries from agents, agency staff & customers related to policies and accounts with supervision.
• Attend training and obtain licenses to acquire skills needed to transition to next level.
• Provide input on continuous process Improvement ideas for customer and agent support processes.
• Follow procedures and process improvement standard work.

Specialized Knowledge & Skills Requirements

• Demonstrated experience providing customer-driven solutions, support or service.
• Demonstrated written and verbal communication skills
• Demonstrated typing/keyboarding skills (25 wpm)
• Demonstrated experience with PC software applications (e.g. Microsoft Office Suites, Internet Explorer, Outlook).
• Demonstrated math skills (multiplication, division, addition, subtraction).

License

• Not applicable.

Travel Requirements

• Up to 10%.

Physical Requirements

• Work that involves sitting/standing.

Working Conditions

• Not applicable.

Additional Job Description

In this primarily home-based role, you will spend 80% of your time (4+ days per week) working from home. On occasion you may be asked to travel to an office location for in person engagement activities such as team meetings, trainings, and culture events. These office locations include the following: Madison, WI 53783; Eden Prairie, MN 64507; Phoenix, AZ 85034.

Internal candidates are encouraged to apply regardless of location and will be considered based upon the needs of the role.

#LI-Remote

• Offer to selected candidate will be made contingent on the results of applicable background checks.
• Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions.
• Our policy restricts consideration of applicants needing employment sponsorship (visa) to specialty occupations. Sponsorship will not be considered for this position.

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

#LI-MN2

You will accomplish the customer-facing digital/technology strategy as defined by digital/technology product managers. You will contribute to the product roadmap and sets priorities for tasks within defined constraints. You will solve issues found in the customer experience will be accomplished by working with business and technical teams. You may lead small teams on lower-level complexity products. You will report to the Sr Product Manager

Compensation Minimum:$84,000 / year

Compensation Maximum:$139,000 / year

Compensation may vary based on the job level and your geographic work location.

• You will lead the product vision, strategy, and operational planning associated with incoming payments across the enterprise and accomplish a variety of product projects across all stages of a product's lifecycle, including early product planning, customer research and validation, roadmap planning, product development sprints, piloting, gaining early adopters, product launch, metrics analysis, and post-launch iteration.

• You will define product strategy and then develop a creative, high-quality, and clear product roadmap.

• You will Integrate usability studies, research and market analyses into product requirements to enhance user satisfaction.

• Identify goals and analyze customer feedback and usage metrics to recognize main pain points and opportunities to address.

• Gather data to guide build-buy-partner options to solve customer problems.

• Be the "translator" for both the customer and market, and company partners, including business lines.

• Understand how and when to use design thinking, UX, and other frameworks into the process for a flexible hybrid methodology that fits the team, product, and customer.

• Prioritize projects and get commitments from company partners.

• Mentor more junior members of the team.

Qualifications:

• 5-7 years of experience on payments infrastructure, processing, and technology for the U.S. market (i.e. network tokens, ACH, lockbox etc.)

• 5+ years of experience managing very large card-not-present/recurring payments, either from a merchant, issuer or acquirer perspective

• 5+ years of experience in PCI and ACH network/regulatory requirements and obligations

• Deep experience partnering and negotiating with card processors, card schemes, banks and financial technologies.

• 5+ years of experience in Agile product management preferred

In this flex office/home role, you will be expected to work a minimum of 10 days per month from one of the following office locations: Madison, WI 53783; Boston, MA 02110
Candidates must reside within a 50-mile radius of the office location (or 35-mile radius for Boston / Chicago). #LI-Hybrid

We encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

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