Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Join Us in Shaping the Future of Auditing! If you're excited about pushing the boundaries of auditing, if you're ready to make a real impact, and if you're passionate about innovation, we want to hear from you. Send us your resume and a brief personal statement explaining why you're the perfect fit for BNY Mellon. Let's redefine the future of Internal Audit together. Why You Should Join Us: Innovation is Our Core: At BNY Mellon, we are pioneers in the auditing field. We leverage advanced data analytics, AI, and automation to redefine how auditing is done. Be at the forefront of change! Make an Impact: Your analytical skills will directly influence our growth and success. You won't be a cog in the machine; you'll be a driving force behind our mission. Learn and Grow: We're committed to your professional development. Expect ongoing learning opportunities, mentorship, and a dynamic work environment that encourages you to push your limits. Collaborative Culture: Teamwork is at our core. Join a diverse group of individuals who collaborate, support, and inspire each other. What We're Looking For: A passion for innovation and a thirst for knowledge. Strong analytical skills with a knack for diving deep into data. What You Will Contribute: Collaborate with cross-functional teams to identify risks and opportunities. Help shape our auditing processes and contribute to our innovative approach We're seeking a future team member for the role of SVP - Senior Global Financial Crimes (BSA/AML) & Sanctions Audit - Project Leader to join our Internal Audit team. This role is located in New York, Pittsburgh or Lake Mary In this role, you will make an impact in the following ways: Lead complex financial crime (AML) and Economic Sanctions audits. Have excellent project management skills and attention to detail. Manage, train and coach a team of SME auditors. Review their work and give meaningful feedback. Build and proactively manage relationships with key stakeholders, regulators and participate in Continuous Monitoring activities. Lead in the end-to-end planning, fieldwork and reporting of audit assignments - this will require consideration of complex, judgemental business processes and decisions. Identify meaningful issues impacting business and operations under review, challenging management to ensure appropriate remedial action has been taken to address the issues identified. Prepare and vet draft audit reports with stakeholders. Follow-up of audit actions and where necessary testing their implementation. Act as a subject matter expert for Internal Audit on financial crime. Contributes to the development of the annual audit plan. Maintain up to date knowledge of industry best practice and regulatory requirements for KYC, Sanctions, Transaction Surveillance and Anti-Bribery & Corruption Carry out other ad-hoc tasks and projects as directed by audit senior management. Represents Internal Audit on projects and at management meetings/committees. To be successful in this role, we're seeking the following: 10+ years' experience working in financial services or banking, within Third Line Internal Audit or Second Line Risk or Compliance Testing Strong experience in Anti-Money Laundering (AML) and Sanctions related processes. Experience in Financial Crime Audit preferred. Knowledge of US laws rules and regulations such as Bank Secrecy Act (BSA), USA Patriot Act and OFAC. Strong communication, influencing skills and confident in communicating with stakeholders both internal and external both written and verbal with the ability to influence at a senior level. Substantial operations, conduct and governance understanding and exposure. In depth knowledge of audit methodologies Strong working knowledge and experience in Financial Crime and awareness of key regulatory focus from regulators Strong Financial Crime risk and control mindset Self-starter with a high degree of self-sufficiency Excellent planning, co-ordination, organisation, and presentation skills Thrives in a fast-paced environment and adaptable to change Strong knowledge and use of Excel and other Microsoft software - PowerPoint, Word, Visio Strong interpersonal and teamwork skills, including with colleagues remotely Ideally educated to degree level or equivalent professional experience and have completed a recognized relevant post-graduate qualification (e.g. CIA, CMIIA, ACA, ACCA, CAMS), but not essential At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Forbes Blockchain 50 Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $120K and $185K per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors." BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $185,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: . click apply for full job details
04/07/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Join Us in Shaping the Future of Auditing! If you're excited about pushing the boundaries of auditing, if you're ready to make a real impact, and if you're passionate about innovation, we want to hear from you. Send us your resume and a brief personal statement explaining why you're the perfect fit for BNY Mellon. Let's redefine the future of Internal Audit together. Why You Should Join Us: Innovation is Our Core: At BNY Mellon, we are pioneers in the auditing field. We leverage advanced data analytics, AI, and automation to redefine how auditing is done. Be at the forefront of change! Make an Impact: Your analytical skills will directly influence our growth and success. You won't be a cog in the machine; you'll be a driving force behind our mission. Learn and Grow: We're committed to your professional development. Expect ongoing learning opportunities, mentorship, and a dynamic work environment that encourages you to push your limits. Collaborative Culture: Teamwork is at our core. Join a diverse group of individuals who collaborate, support, and inspire each other. What We're Looking For: A passion for innovation and a thirst for knowledge. Strong analytical skills with a knack for diving deep into data. What You Will Contribute: Collaborate with cross-functional teams to identify risks and opportunities. Help shape our auditing processes and contribute to our innovative approach We're seeking a future team member for the role of SVP - Senior Global Financial Crimes (BSA/AML) & Sanctions Audit - Project Leader to join our Internal Audit team. This role is located in New York, Pittsburgh or Lake Mary In this role, you will make an impact in the following ways: Lead complex financial crime (AML) and Economic Sanctions audits. Have excellent project management skills and attention to detail. Manage, train and coach a team of SME auditors. Review their work and give meaningful feedback. Build and proactively manage relationships with key stakeholders, regulators and participate in Continuous Monitoring activities. Lead in the end-to-end planning, fieldwork and reporting of audit assignments - this will require consideration of complex, judgemental business processes and decisions. Identify meaningful issues impacting business and operations under review, challenging management to ensure appropriate remedial action has been taken to address the issues identified. Prepare and vet draft audit reports with stakeholders. Follow-up of audit actions and where necessary testing their implementation. Act as a subject matter expert for Internal Audit on financial crime. Contributes to the development of the annual audit plan. Maintain up to date knowledge of industry best practice and regulatory requirements for KYC, Sanctions, Transaction Surveillance and Anti-Bribery & Corruption Carry out other ad-hoc tasks and projects as directed by audit senior management. Represents Internal Audit on projects and at management meetings/committees. To be successful in this role, we're seeking the following: 10+ years' experience working in financial services or banking, within Third Line Internal Audit or Second Line Risk or Compliance Testing Strong experience in Anti-Money Laundering (AML) and Sanctions related processes. Experience in Financial Crime Audit preferred. Knowledge of US laws rules and regulations such as Bank Secrecy Act (BSA), USA Patriot Act and OFAC. Strong communication, influencing skills and confident in communicating with stakeholders both internal and external both written and verbal with the ability to influence at a senior level. Substantial operations, conduct and governance understanding and exposure. In depth knowledge of audit methodologies Strong working knowledge and experience in Financial Crime and awareness of key regulatory focus from regulators Strong Financial Crime risk and control mindset Self-starter with a high degree of self-sufficiency Excellent planning, co-ordination, organisation, and presentation skills Thrives in a fast-paced environment and adaptable to change Strong knowledge and use of Excel and other Microsoft software - PowerPoint, Word, Visio Strong interpersonal and teamwork skills, including with colleagues remotely Ideally educated to degree level or equivalent professional experience and have completed a recognized relevant post-graduate qualification (e.g. CIA, CMIIA, ACA, ACCA, CAMS), but not essential At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Forbes Blockchain 50 Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $120K and $185K per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors." BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $185,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: . click apply for full job details
Job Description ABOUT THE ROLE As the Vice President, you will lead a team of directors, managers, and analysts to grow an impactful team at PHM and within the health advertising industry. The team is responsible for all data and analytics, including cross-channel measurement, audience analytics, content and advertising behavior, and optimizations. You will collaborate with Media leads on client deliverables, process and efficiency improvements, and engage with all partners to maintain PHM as the most sought-after health agency for clients in the health and pharmaceutical space. You will report to the SVP Business Intelligence. This is a hybrid role requiring 3 days a week in office. Responsibilities: Provide advanced analytics measurement and insights for client deliverables, including methodology, planning, analysis, and adherence to scope. Lead client meetings and engagement on performance, quarterly business reviews, and reporting. Oversee client reporting and materials, presentations, case studies, and data-driven storytelling. Identify new opportunities to address client needs and drive revenue growth. Empower BI Leads to deliver comprehensive, data-led proposals/reports. Leadership & Team Development: Work with Media and PHM leads to lead staffing needs and client scoping. Empower employees diversify reporting and analysis opportunities. Establish relationships with important partners across departments and corporate functions to support alignment of strategic recommendations. Maintain a work environment that inspires results, calculated risk-taking, teamwork, performance feedback, individual recognition, mutual respect, and employee satisfaction ensuring quality hiring, training, and succession planning processes. Analyze complex, evolving circumstances and take corrective action to avoid resource constraints. Strategic Innovation and growth: Leverage client feedback, market research and competitive intelligence to inform innovation and incremental opportunities. Develop central strategies that are ingrained in relevant insights, have a connective thread to a larger organizing and can lead to breakthrough ideas and plans. Act as a trusted advisor and consultative partner for clients and company partners. Set tactical plans for analytics, optimizations, and performance strategies.
04/07/2024
Full time
Job Description ABOUT THE ROLE As the Vice President, you will lead a team of directors, managers, and analysts to grow an impactful team at PHM and within the health advertising industry. The team is responsible for all data and analytics, including cross-channel measurement, audience analytics, content and advertising behavior, and optimizations. You will collaborate with Media leads on client deliverables, process and efficiency improvements, and engage with all partners to maintain PHM as the most sought-after health agency for clients in the health and pharmaceutical space. You will report to the SVP Business Intelligence. This is a hybrid role requiring 3 days a week in office. Responsibilities: Provide advanced analytics measurement and insights for client deliverables, including methodology, planning, analysis, and adherence to scope. Lead client meetings and engagement on performance, quarterly business reviews, and reporting. Oversee client reporting and materials, presentations, case studies, and data-driven storytelling. Identify new opportunities to address client needs and drive revenue growth. Empower BI Leads to deliver comprehensive, data-led proposals/reports. Leadership & Team Development: Work with Media and PHM leads to lead staffing needs and client scoping. Empower employees diversify reporting and analysis opportunities. Establish relationships with important partners across departments and corporate functions to support alignment of strategic recommendations. Maintain a work environment that inspires results, calculated risk-taking, teamwork, performance feedback, individual recognition, mutual respect, and employee satisfaction ensuring quality hiring, training, and succession planning processes. Analyze complex, evolving circumstances and take corrective action to avoid resource constraints. Strategic Innovation and growth: Leverage client feedback, market research and competitive intelligence to inform innovation and incremental opportunities. Develop central strategies that are ingrained in relevant insights, have a connective thread to a larger organizing and can lead to breakthrough ideas and plans. Act as a trusted advisor and consultative partner for clients and company partners. Set tactical plans for analytics, optimizations, and performance strategies.
Company Description ISO, a Verisk business, has been a leading source of information about property/casualty insurance risk since 1971. For a broad spectrum of commercial and personal lines of insurance, ISO provides statistical, actuarial, underwriting, and claims information and analytics; compliance and fraud identification tools; policy language; information about specific locations; and technical services. ISO serves insurers, reinsurers, agents and brokers, insurance regulators, risk managers, and other participants in the property/casualty insurance marketplace. To learn more about ISO please visit us at: We are proud to be a part of the Verisk family of companies! At the heart of what we do is help clients manage risk. Verisk (Nasdaq: VRSK) provides data and insights to our customers in insurance, energy and the financial services markets so they can make faster and more informed decisions. Our global team uses AI, machine learning, automation, and other emerging technologies to collect and analyze billions of records. We provide advanced decision-support to prevent credit, lending, and cyber risks. In addition, we monitor and advise companies on complex global matters such as climate change, catastrophes, and geopolitical issues. But why we do our work is what sets us apart. It stems from a commitment to making the world better, safer and stronger. It's the reason Verisk is part of the UN Global Compact sustainability initiative. It's why we made a commitment to balancing 100 percent of our carbon emissions. It's the aim of our "returnship" program for experienced professionals rejoining the workforce after time away. And, it's what drives our annual Innovation Day, where we identify our next first-to-market innovations to solve our customers' problems. At its core, Verisk uses data to minimize risk and maximize value. But far bigger, is why we do what we do. At Verisk you can build an exciting career with meaningful work; create positive and lasting impact on business; and find the support, coaching, and training you need to advance your career. We have received the Great Place to Work® Certification for the fifth consecutive year. We've been recognized by Forbes as a World's Best Employer and a Best Employer for Women, testaments to our culture of engagement and the value we place on an inclusive and diverse workforce. Verisk's Statement on Racial Equity and Diversity supports our commitment to these values and affecting positive and lasting change in the communities where we live and work. Job Description We are looking for a strong administrative assistant to join our team in support of executives. The right candidate will bring experience with power point presentations, spreadsheets, databases and word processing software packages to generate correspondence, manage calendars and travel, and otherwise support executive work in ways that improve their productivity. Responsibilities Be the professional point of contact and gatekeeper for multiple executives according to their preferences Maintain calendars for CIO and SVP of Sales & Customer Engagements, determining priority meeting acceptances, identifying conflicts, ensuring timely responses and guarding executive work time and privacy according to individual preferences Schedule and coordinate meetings involving all stages of planning including logistics, vendors and materials Provide administrative support to various teams on an as-needed basis including to but not limited to helping with presentation materials, tracking attendance at events, etc Process and submit invoices for department Process, submit, and maintains SOWs and records for all new contractor engagements Update team staffing assignments in project portfolio management tool Manage distribution lists for the department Make travel arrangements (domestic and international) including booking flights, hotel accommodations, ground transportation and visa processing. Prepare itinerary for traveler with all the necessary travel information. Prepare, reconcile and track expense reporting and reimbursement via Concur Organizes and maintains files, orders supplies and distributes mail as required Assist with overflow, assistant back-up phone coverage and day-to-day tasks and provide support to senior executives as needed Continually update own capabilities, identifying how to free executives from administrative work Qualifications Skills and Knowledge High proficiency in Microsoft Office required. Word, Excel, and PowerPoint a must. Excellent planning, organizational, problem-solving and follow-up skills with the ability to effectively handle multiple priorities Able to work well under pressure in a fast-paced environment and exercise sound judgement and discretion. Effective interpersonal and listening skills, telephone etiquette, superior oral and written communication skills, proofreading skills and attention to detail Handling of detailed confidential information requires a display of professionalism, discretion, tact, and good judgement. Ability to work with pace, good humor and independence High level of motivation, integrity self-confidence and the ability to take initiative, collaborative team player with a proactive approach Experience 3-5 years experience in an administrative role supporting management roles. Bachelor's degree strongly desired but not required Prior experience submitting expenses and reviewing incoming correspondence / emails required. Concur experience desired Additional Information Verisk Analytics is an equal opportunity employer. All members of the Verisk Analytics family of companies are equal opportunity employers. We consider all qualified applicants for employment without regard to race, religion, color, national origin, citizenship, sex, gender identity and/or expression, sexual orientation, veteran's status, age or disability. Unsolicited resumes sent to Verisk, including unsolicited resumes sent to a Verisk business mailing address, fax machine or email address, or directly to Verisk employees, will be considered Verisk property. Verisk will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Consumer Privacy Notice
03/23/2021
Full time
Company Description ISO, a Verisk business, has been a leading source of information about property/casualty insurance risk since 1971. For a broad spectrum of commercial and personal lines of insurance, ISO provides statistical, actuarial, underwriting, and claims information and analytics; compliance and fraud identification tools; policy language; information about specific locations; and technical services. ISO serves insurers, reinsurers, agents and brokers, insurance regulators, risk managers, and other participants in the property/casualty insurance marketplace. To learn more about ISO please visit us at: We are proud to be a part of the Verisk family of companies! At the heart of what we do is help clients manage risk. Verisk (Nasdaq: VRSK) provides data and insights to our customers in insurance, energy and the financial services markets so they can make faster and more informed decisions. Our global team uses AI, machine learning, automation, and other emerging technologies to collect and analyze billions of records. We provide advanced decision-support to prevent credit, lending, and cyber risks. In addition, we monitor and advise companies on complex global matters such as climate change, catastrophes, and geopolitical issues. But why we do our work is what sets us apart. It stems from a commitment to making the world better, safer and stronger. It's the reason Verisk is part of the UN Global Compact sustainability initiative. It's why we made a commitment to balancing 100 percent of our carbon emissions. It's the aim of our "returnship" program for experienced professionals rejoining the workforce after time away. And, it's what drives our annual Innovation Day, where we identify our next first-to-market innovations to solve our customers' problems. At its core, Verisk uses data to minimize risk and maximize value. But far bigger, is why we do what we do. At Verisk you can build an exciting career with meaningful work; create positive and lasting impact on business; and find the support, coaching, and training you need to advance your career. We have received the Great Place to Work® Certification for the fifth consecutive year. We've been recognized by Forbes as a World's Best Employer and a Best Employer for Women, testaments to our culture of engagement and the value we place on an inclusive and diverse workforce. Verisk's Statement on Racial Equity and Diversity supports our commitment to these values and affecting positive and lasting change in the communities where we live and work. Job Description We are looking for a strong administrative assistant to join our team in support of executives. The right candidate will bring experience with power point presentations, spreadsheets, databases and word processing software packages to generate correspondence, manage calendars and travel, and otherwise support executive work in ways that improve their productivity. Responsibilities Be the professional point of contact and gatekeeper for multiple executives according to their preferences Maintain calendars for CIO and SVP of Sales & Customer Engagements, determining priority meeting acceptances, identifying conflicts, ensuring timely responses and guarding executive work time and privacy according to individual preferences Schedule and coordinate meetings involving all stages of planning including logistics, vendors and materials Provide administrative support to various teams on an as-needed basis including to but not limited to helping with presentation materials, tracking attendance at events, etc Process and submit invoices for department Process, submit, and maintains SOWs and records for all new contractor engagements Update team staffing assignments in project portfolio management tool Manage distribution lists for the department Make travel arrangements (domestic and international) including booking flights, hotel accommodations, ground transportation and visa processing. Prepare itinerary for traveler with all the necessary travel information. Prepare, reconcile and track expense reporting and reimbursement via Concur Organizes and maintains files, orders supplies and distributes mail as required Assist with overflow, assistant back-up phone coverage and day-to-day tasks and provide support to senior executives as needed Continually update own capabilities, identifying how to free executives from administrative work Qualifications Skills and Knowledge High proficiency in Microsoft Office required. Word, Excel, and PowerPoint a must. Excellent planning, organizational, problem-solving and follow-up skills with the ability to effectively handle multiple priorities Able to work well under pressure in a fast-paced environment and exercise sound judgement and discretion. Effective interpersonal and listening skills, telephone etiquette, superior oral and written communication skills, proofreading skills and attention to detail Handling of detailed confidential information requires a display of professionalism, discretion, tact, and good judgement. Ability to work with pace, good humor and independence High level of motivation, integrity self-confidence and the ability to take initiative, collaborative team player with a proactive approach Experience 3-5 years experience in an administrative role supporting management roles. Bachelor's degree strongly desired but not required Prior experience submitting expenses and reviewing incoming correspondence / emails required. Concur experience desired Additional Information Verisk Analytics is an equal opportunity employer. All members of the Verisk Analytics family of companies are equal opportunity employers. We consider all qualified applicants for employment without regard to race, religion, color, national origin, citizenship, sex, gender identity and/or expression, sexual orientation, veteran's status, age or disability. Unsolicited resumes sent to Verisk, including unsolicited resumes sent to a Verisk business mailing address, fax machine or email address, or directly to Verisk employees, will be considered Verisk property. Verisk will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Consumer Privacy Notice
American Heritage Credit Union
Philadelphia, Pennsylvania
American Heritage Credit Union, a $3 billion credit union, has an immediate opening for a Vice President of Sales. This position is responsible for leading the retail service delivery of the Credit Union through the management of daily sales activities, coaching/training of the retail staff and management and skillful collaboration with retail management that ensures the strategic direction of premiere service to the member, increased product and service usage and key corporate goal achievement. This role will work with all levels of retail staff, collaborate with training to ensure skill levels are maintained and to assess process and tools are in place to achieve optimal success. In addition to retail, this role will drive product and process design, marketing initiatives, research and development of incentive plans and appropriate risk controls to ensure compliance. RESPONSIBILITIES INCLUDE: Monitor employee sales activities and results to identify best practices. Routinely visits branches and departments, listens to cross-selling and referral attempts, provides coaching and mentoring to the staff to build and improve their employee cross-selling and referral skills. Consult SVP Branch Operations in defining sales strategies and objectives. Work closely with front line managers to implement these sales strategies and achieve sales objectives. Develop and coordinate the execution of internal sales promotions and contests. Work closely with the branch managers to develop programs to implement sales strategies that will achieve sales objectives. Identifies appropriate motivational support and recognition vehicles. Develop tools, sales aids, and processes to facilitate the acquisition, retention, and cross-selling to profitable member segments. Provide branches with ongoing promotional kick-off training information. Provide appropriate feedback for staff development and appraisal. Display sales focus with the ability to analyze and identify member needs, promote and cross sell the credit union's products and services effectively, while ultimately achieving an acceptable level of production based on goals determined by the strategic planning process. Develop cross-sale methodology to increase share of members' financial services relationship, to include strategy for deepening relationships. Collaborate with the Training department to define the appropriate training methods and curriculums. Responsible for training retail staff, as well as other areas of the Credit Union, such as Business Development, Commercial Lenders etc. on the other products and services offered by credit union affiliates such as IRC, Insurance (TruStage, Allied, American Heritage Insurance Services), Mortgages, Title , Realty, Business Services and Commercial Loans. Establish budget, revenue, expense, and capital expenditure projections annually. Remain current on changes within the legal, regulatory, economic, competitive and technology environments that may affect the sales functions of the CU. Educate associates on identifying, monitoring, and capturing member information for current and future product and service needs through the use of the Customer Relationship Management system (CRM). Develop and review as needed, the retail sales plans and incentive structure to drive strategic goal attainment based on the Credit Union's critical measures. Develop and evaluate effective reporting metrics and analytics that drive productivity. Communicate the credit union vision, mission, and values to staff. Coordinate sales efforts with Marketing and Business Development initiatives. Track sales performance, compile data, prepare reports and validate actual sales information. Manage sale and incentive tracking programs to monitor, measure, reward and reinforce performance. Provide periodic progress reports to Senior Management. Serve as an expert resource on all sales and service-related programs, processes, and systems Create, calculate, and present quarterly sales awards at staff recognition meetings. Maximize brand awareness in community and at Workplace Partner (WPP) sites. Support revenue generating business partners. Ensure Net Promoter Score is achieved and maintained at a premiere level. Analyze trends and gaps in sales production. Recommend tools to enhance service and drive sales activities (cross-sales, awareness/education). Participate in strategic planning, implementation, and development of short- and long-term objectives and sales/service performance goals. Direct Regional VP and AVP's in the development of branch business plans as needed. Direct branch and department managers in implementing sales tasks and roles for each member-contact position, and guide managers in establishing a sales management process that create and support a proactive selling environment. Train and provide coaching and mentoring to front line managers in effective techniques to build their employee coaching skills. Provide feedback and suggestions regarding product promotions and identify and communicate sales opportunities to SVP Branch Operations Track sales performance, compile data, prepare reports and validate actual sales information. Manage sale and incentive tracking programs to monitor, measure, reward and reinforce performance. Provide periodic progress reports to Senior Management. Serve as an expert resource on all sales and service-related programs, processes, and systems. Create, calculate, and present quarterly sales awards at staff recognition meetings. Maximize brand awareness in community and at Workplace Partner (WPP) sites. Support revenue generating business partners. QUALIFICATIONS: Five years to eight years of similar or related experience. Minimum of 5 years of retail branch management experience. Bachelor's degree in business or sales related field. 10 years - A combination of higher education/certificates and work experience will be considered. Proven track record of success in the sale of retail products and use of sales/member education tools in a retail environment. Proficiency in report writing and written communication skills. Ability to function professionally on many different levels. Travel to various locations (All retail branches) and Saturday hours (When needed) are required. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees. To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
01/26/2021
Full time
American Heritage Credit Union, a $3 billion credit union, has an immediate opening for a Vice President of Sales. This position is responsible for leading the retail service delivery of the Credit Union through the management of daily sales activities, coaching/training of the retail staff and management and skillful collaboration with retail management that ensures the strategic direction of premiere service to the member, increased product and service usage and key corporate goal achievement. This role will work with all levels of retail staff, collaborate with training to ensure skill levels are maintained and to assess process and tools are in place to achieve optimal success. In addition to retail, this role will drive product and process design, marketing initiatives, research and development of incentive plans and appropriate risk controls to ensure compliance. RESPONSIBILITIES INCLUDE: Monitor employee sales activities and results to identify best practices. Routinely visits branches and departments, listens to cross-selling and referral attempts, provides coaching and mentoring to the staff to build and improve their employee cross-selling and referral skills. Consult SVP Branch Operations in defining sales strategies and objectives. Work closely with front line managers to implement these sales strategies and achieve sales objectives. Develop and coordinate the execution of internal sales promotions and contests. Work closely with the branch managers to develop programs to implement sales strategies that will achieve sales objectives. Identifies appropriate motivational support and recognition vehicles. Develop tools, sales aids, and processes to facilitate the acquisition, retention, and cross-selling to profitable member segments. Provide branches with ongoing promotional kick-off training information. Provide appropriate feedback for staff development and appraisal. Display sales focus with the ability to analyze and identify member needs, promote and cross sell the credit union's products and services effectively, while ultimately achieving an acceptable level of production based on goals determined by the strategic planning process. Develop cross-sale methodology to increase share of members' financial services relationship, to include strategy for deepening relationships. Collaborate with the Training department to define the appropriate training methods and curriculums. Responsible for training retail staff, as well as other areas of the Credit Union, such as Business Development, Commercial Lenders etc. on the other products and services offered by credit union affiliates such as IRC, Insurance (TruStage, Allied, American Heritage Insurance Services), Mortgages, Title , Realty, Business Services and Commercial Loans. Establish budget, revenue, expense, and capital expenditure projections annually. Remain current on changes within the legal, regulatory, economic, competitive and technology environments that may affect the sales functions of the CU. Educate associates on identifying, monitoring, and capturing member information for current and future product and service needs through the use of the Customer Relationship Management system (CRM). Develop and review as needed, the retail sales plans and incentive structure to drive strategic goal attainment based on the Credit Union's critical measures. Develop and evaluate effective reporting metrics and analytics that drive productivity. Communicate the credit union vision, mission, and values to staff. Coordinate sales efforts with Marketing and Business Development initiatives. Track sales performance, compile data, prepare reports and validate actual sales information. Manage sale and incentive tracking programs to monitor, measure, reward and reinforce performance. Provide periodic progress reports to Senior Management. Serve as an expert resource on all sales and service-related programs, processes, and systems Create, calculate, and present quarterly sales awards at staff recognition meetings. Maximize brand awareness in community and at Workplace Partner (WPP) sites. Support revenue generating business partners. Ensure Net Promoter Score is achieved and maintained at a premiere level. Analyze trends and gaps in sales production. Recommend tools to enhance service and drive sales activities (cross-sales, awareness/education). Participate in strategic planning, implementation, and development of short- and long-term objectives and sales/service performance goals. Direct Regional VP and AVP's in the development of branch business plans as needed. Direct branch and department managers in implementing sales tasks and roles for each member-contact position, and guide managers in establishing a sales management process that create and support a proactive selling environment. Train and provide coaching and mentoring to front line managers in effective techniques to build their employee coaching skills. Provide feedback and suggestions regarding product promotions and identify and communicate sales opportunities to SVP Branch Operations Track sales performance, compile data, prepare reports and validate actual sales information. Manage sale and incentive tracking programs to monitor, measure, reward and reinforce performance. Provide periodic progress reports to Senior Management. Serve as an expert resource on all sales and service-related programs, processes, and systems. Create, calculate, and present quarterly sales awards at staff recognition meetings. Maximize brand awareness in community and at Workplace Partner (WPP) sites. Support revenue generating business partners. QUALIFICATIONS: Five years to eight years of similar or related experience. Minimum of 5 years of retail branch management experience. Bachelor's degree in business or sales related field. 10 years - A combination of higher education/certificates and work experience will be considered. Proven track record of success in the sale of retail products and use of sales/member education tools in a retail environment. Proficiency in report writing and written communication skills. Ability to function professionally on many different levels. Travel to various locations (All retail branches) and Saturday hours (When needed) are required. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees. To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.