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TTEC
Licensed Property & Casualty Insurance Agent - Remote USA
TTEC San Antonio, Texas
Licensed Property & Casualty Insurance Agent - Remote USA Your potential has a place here with TTEC's award-winning employment experience. As a Licensed Property & Casualty Insurance Agent working remotely, you'll be a part of bringing humanity to business. Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work certification in the United States says it all! Our TTEC Remote CX team has 37 preferred residency states. We are currently not hiring from the following geographies: AK, CA, HI, IL,MT, or outside of the United States. Residents of Colorado, Massachusetts, Maryland, Minnesota, New Jersey, New York, Oregon, Washington, and Washington, D.C. will be considered only based on special business need. What You'll be Doing Do you have a passion for helping others and giving them peace of mind? You'll have ownership over resolving escalated or complex calls from customers. Whether it's getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one. During a Typical Day, You'll Answer incoming communications from customers Conduct research to provide answers for customers to resolve their issues Some upselling of products or services to existing customers may be required What You Bring to the Role Active Property and Casualty License 6 months or more of customer service experienceRecognize, apply, and clearly explain your product or service knowledge while maintaining integrity in protecting members' privacy (just as you would expect if it were your own information being shared) Computer experience High speed internet (> 25 mbps) While we recommend a USB wired headset, if you have a headset already, you may be able to use that (except for Bluetooth headsets) Smart phone or another device that runs IOS or Android (iPad etc.) for your daily log-in What You Can Expect Continuing education paid for by TTEC Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base pay of $20.50 per hour plus performance bonus opportunities And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives. Visit for more information. A Bit More About Your Role We're committed to helping you build the skills and confidence to succeed, from day one and throughout your career. Your training experience includes engaging, instructor led online sessions that use both webcam video and audio, so you can connect visually with trainers, leaders, and fellow teammates. Webcam participation is expected during all instructor led TTEC and client required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Along the way, you'll also have access to individualized coaching and thousands of free courses to support your growth. And while skills can be learned, your caring, supportive nature is what truly sets you apart. At TTEC, you're part of one dynamic, global family that's here to support you every step of the way. You'll report to Team Lead. We are regularly hiring for this role. You'll contribute to the success of the customer experience and the overall success of the team. About TTEC TTEC is a global consulting, technology, and managed services company that helps brands deliver smarter, more human customer experiences through data, AI, and technology. Our work connects people and brands every day-and it starts with the talent behind the experience. TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way. Job :_Customer Care Representative
07/16/2026
Full time
Licensed Property & Casualty Insurance Agent - Remote USA Your potential has a place here with TTEC's award-winning employment experience. As a Licensed Property & Casualty Insurance Agent working remotely, you'll be a part of bringing humanity to business. Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work certification in the United States says it all! Our TTEC Remote CX team has 37 preferred residency states. We are currently not hiring from the following geographies: AK, CA, HI, IL,MT, or outside of the United States. Residents of Colorado, Massachusetts, Maryland, Minnesota, New Jersey, New York, Oregon, Washington, and Washington, D.C. will be considered only based on special business need. What You'll be Doing Do you have a passion for helping others and giving them peace of mind? You'll have ownership over resolving escalated or complex calls from customers. Whether it's getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one. During a Typical Day, You'll Answer incoming communications from customers Conduct research to provide answers for customers to resolve their issues Some upselling of products or services to existing customers may be required What You Bring to the Role Active Property and Casualty License 6 months or more of customer service experienceRecognize, apply, and clearly explain your product or service knowledge while maintaining integrity in protecting members' privacy (just as you would expect if it were your own information being shared) Computer experience High speed internet (> 25 mbps) While we recommend a USB wired headset, if you have a headset already, you may be able to use that (except for Bluetooth headsets) Smart phone or another device that runs IOS or Android (iPad etc.) for your daily log-in What You Can Expect Continuing education paid for by TTEC Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base pay of $20.50 per hour plus performance bonus opportunities And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives. Visit for more information. A Bit More About Your Role We're committed to helping you build the skills and confidence to succeed, from day one and throughout your career. Your training experience includes engaging, instructor led online sessions that use both webcam video and audio, so you can connect visually with trainers, leaders, and fellow teammates. Webcam participation is expected during all instructor led TTEC and client required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Along the way, you'll also have access to individualized coaching and thousands of free courses to support your growth. And while skills can be learned, your caring, supportive nature is what truly sets you apart. At TTEC, you're part of one dynamic, global family that's here to support you every step of the way. You'll report to Team Lead. We are regularly hiring for this role. You'll contribute to the success of the customer experience and the overall success of the team. About TTEC TTEC is a global consulting, technology, and managed services company that helps brands deliver smarter, more human customer experiences through data, AI, and technology. Our work connects people and brands every day-and it starts with the talent behind the experience. TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way. Job :_Customer Care Representative
Environmental Health and Safety - Senior Manager
Kashiv BioSciences LLC Piscataway, New Jersey
Description: Job Summary The Senior Environmental Health & Safety (EHS) Manager is a full-time, exempt position at Kashiv BioSciences, LLC, responsible for leading and overseeing comprehensive EHS programs across two sites in New Jersey and Chicago. This role drives the development, implementation, and continuous improvement of initiatives that promote a safe and compliant work environment within a fast-paced biopharmaceutical production setting. The ideal candidate will ensure adherence to all applicable regulatory requirements while fostering a strong safety culture and proactively identifying opportunities to enhance workplace health and safety performance. Essential Duties & Responsibilities Lead site safety programs and initiatives to promote a proactive safety culture and reduce workplace incidents Develop, implement, and maintain EHS policies, procedures, and training programs Conduct safety audits and hazard assessments within a manufacturing environment Ensure compliance with OSHA and other applicable regulatory requirements Lead incident and near-miss investigations and oversee corrective action implementation Track safety performance metrics and support continuous improvement initiatives Partner with operations leadership and HR on workers' compensation and return-to-work processes Maintain required safety documentation and reporting Collaborate cross-functionally with operations, maintenance, and leadership to drive safety improvements and organizational change Employs EHS technical theories to solve practical problems. Executes multiple, well defined EHS projects/assignments efficiently and documents the results expeditiously. Becomes familiar with site processes, equipment, and EHS programs and works cross-functionally to complete EHS project work. Support and maintain environmental and safety programs. Oversees third party vendors while on site. Applies established EHS standards and methods to identify, evaluate and control safety, health and environmental hazards present in the work operations and environment. Evaluates operations to determine compliance with Kashiv BioSciences and governmental EHS standards and regulations. Performs research and provides information on EHS matters. Assists with developing and delivering EHS training and communications to persons internal to Kashiv BioSciences. Assists with EHS program tasks and activities, including industrial hygiene, biosafety, ergonomics, process safety, environmental compliance, EHS inspections, fire protection, loss control, hazardous waste management and assistance with EHS committees. Identifying latest innovations in EHS risk assessment and reduction, engineering design, operations, and pollution prevention or compliance strategies and making others aware of their potential application to assigned projects. Develop EHS strategies that identify and resolve potential EHS compliance problems before occurrence. Assist in resolving operational failures and inefficiencies that may manifest themselves as EHS deficiencies. Troubleshooting and solving problems relating to site operations systems and equipment. Organizes daily activities, including technical components, to ensure timely completion of projects/assignments. Documents all work. Performs/supports planning of small EHS projects and interim goals for project completion and assists operational areas in plans to reach EHS compliance objectives. Participates in shutdown planning and scheduling, decontamination and decommissioning. Works closely with site management and internal customers to assure compliance of ESH issues, equipment and documentation. Complies with all company policies and standards. Requirements: Position Requirements and Qualifications Education: Bachelor's Degree in Safety, Environmental Health, Industrial Hygiene, or a related field (or equivalent experience) Experience: 10+ years of EHS experience within a manufacturing environment in Pharma/Biopharma Strong knowledge of OSHA regulations and safety compliance programs OSHA industry training Experience leading safety training, audits, and incident investigations Experience working in regulated manufacturing environments (such as FDA or cGMP-regulated industries) preferred Experience supporting fast-paced production environments utilizing automated equipment or packaging systems preferred Ability to work cross-functionally and influence safety initiatives across departments Strong communication and collaboration skills with the ability to act as a change agent within operations Hazardous shipping guidelines Knowledge of MSDS Direct experience with regulated environments (e.g., cGMP, OSHA, EPA) preferred. Experience of working in a highly regulated environment would be a significant advantage. Ideal characteristics: Remains calm under pressure, displaying a positive, solution driven approach. Displays key leadership skills, being visible, approachable, and accountable. Understands Kashiv's commitments and delivers with passion and urgency. Act with honesty, integrity and respect for people and goals. Can prioritize activities and own workload, ensuring vital tasks are recognized and acted upon. Special Skills: Has Subject Matter Expertise in relevant EHS regulations, principles, pollution control technology, industrial hygiene and safety-related equipment & safeguards. Has basic technical knowledge and works on practical, worker health, safety and environmental problems. Can effectively interact with team members. Can articulate the issues and solutions to teams upon which participates. Can identify EHS technical problems, analyze effectively and solve in consultation with supervisor. Learns to develop investigation and problem-solving skills using standard safety engineering and technology techniques. Can develop, analyze and interpret data. Can collaborate with others to determine areas of potential risk to business success and generate gap analysis. Skill to document technical assignments expeditiously. Capable to work on multiple small projects simultaneously and meet deadlines. Self-starter to manage workload and meet deadlines set by upper management. Gathers experience in planning work product deliverables to team projects to assure projects stays on track. Learns application of basic safety engineering and science skills in product or process evaluation under supervisor. Ability to work with contractors and provide support to others who review/approve and manage external EHS services in meeting business initiatives. Maintains gowning certification for clean room activities. Work Environment & Physical Demands: General work environment and physical demands as required to successfully perform the essential functions of this job. Ability to work flexible hours as needed. Ability to work under pressure and meet deadlines. Some travel will be involved. Supervisory Responsibility, if any : No This position description is not a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization. PI8f559b61239a-8567
07/16/2026
Full time
Description: Job Summary The Senior Environmental Health & Safety (EHS) Manager is a full-time, exempt position at Kashiv BioSciences, LLC, responsible for leading and overseeing comprehensive EHS programs across two sites in New Jersey and Chicago. This role drives the development, implementation, and continuous improvement of initiatives that promote a safe and compliant work environment within a fast-paced biopharmaceutical production setting. The ideal candidate will ensure adherence to all applicable regulatory requirements while fostering a strong safety culture and proactively identifying opportunities to enhance workplace health and safety performance. Essential Duties & Responsibilities Lead site safety programs and initiatives to promote a proactive safety culture and reduce workplace incidents Develop, implement, and maintain EHS policies, procedures, and training programs Conduct safety audits and hazard assessments within a manufacturing environment Ensure compliance with OSHA and other applicable regulatory requirements Lead incident and near-miss investigations and oversee corrective action implementation Track safety performance metrics and support continuous improvement initiatives Partner with operations leadership and HR on workers' compensation and return-to-work processes Maintain required safety documentation and reporting Collaborate cross-functionally with operations, maintenance, and leadership to drive safety improvements and organizational change Employs EHS technical theories to solve practical problems. Executes multiple, well defined EHS projects/assignments efficiently and documents the results expeditiously. Becomes familiar with site processes, equipment, and EHS programs and works cross-functionally to complete EHS project work. Support and maintain environmental and safety programs. Oversees third party vendors while on site. Applies established EHS standards and methods to identify, evaluate and control safety, health and environmental hazards present in the work operations and environment. Evaluates operations to determine compliance with Kashiv BioSciences and governmental EHS standards and regulations. Performs research and provides information on EHS matters. Assists with developing and delivering EHS training and communications to persons internal to Kashiv BioSciences. Assists with EHS program tasks and activities, including industrial hygiene, biosafety, ergonomics, process safety, environmental compliance, EHS inspections, fire protection, loss control, hazardous waste management and assistance with EHS committees. Identifying latest innovations in EHS risk assessment and reduction, engineering design, operations, and pollution prevention or compliance strategies and making others aware of their potential application to assigned projects. Develop EHS strategies that identify and resolve potential EHS compliance problems before occurrence. Assist in resolving operational failures and inefficiencies that may manifest themselves as EHS deficiencies. Troubleshooting and solving problems relating to site operations systems and equipment. Organizes daily activities, including technical components, to ensure timely completion of projects/assignments. Documents all work. Performs/supports planning of small EHS projects and interim goals for project completion and assists operational areas in plans to reach EHS compliance objectives. Participates in shutdown planning and scheduling, decontamination and decommissioning. Works closely with site management and internal customers to assure compliance of ESH issues, equipment and documentation. Complies with all company policies and standards. Requirements: Position Requirements and Qualifications Education: Bachelor's Degree in Safety, Environmental Health, Industrial Hygiene, or a related field (or equivalent experience) Experience: 10+ years of EHS experience within a manufacturing environment in Pharma/Biopharma Strong knowledge of OSHA regulations and safety compliance programs OSHA industry training Experience leading safety training, audits, and incident investigations Experience working in regulated manufacturing environments (such as FDA or cGMP-regulated industries) preferred Experience supporting fast-paced production environments utilizing automated equipment or packaging systems preferred Ability to work cross-functionally and influence safety initiatives across departments Strong communication and collaboration skills with the ability to act as a change agent within operations Hazardous shipping guidelines Knowledge of MSDS Direct experience with regulated environments (e.g., cGMP, OSHA, EPA) preferred. Experience of working in a highly regulated environment would be a significant advantage. Ideal characteristics: Remains calm under pressure, displaying a positive, solution driven approach. Displays key leadership skills, being visible, approachable, and accountable. Understands Kashiv's commitments and delivers with passion and urgency. Act with honesty, integrity and respect for people and goals. Can prioritize activities and own workload, ensuring vital tasks are recognized and acted upon. Special Skills: Has Subject Matter Expertise in relevant EHS regulations, principles, pollution control technology, industrial hygiene and safety-related equipment & safeguards. Has basic technical knowledge and works on practical, worker health, safety and environmental problems. Can effectively interact with team members. Can articulate the issues and solutions to teams upon which participates. Can identify EHS technical problems, analyze effectively and solve in consultation with supervisor. Learns to develop investigation and problem-solving skills using standard safety engineering and technology techniques. Can develop, analyze and interpret data. Can collaborate with others to determine areas of potential risk to business success and generate gap analysis. Skill to document technical assignments expeditiously. Capable to work on multiple small projects simultaneously and meet deadlines. Self-starter to manage workload and meet deadlines set by upper management. Gathers experience in planning work product deliverables to team projects to assure projects stays on track. Learns application of basic safety engineering and science skills in product or process evaluation under supervisor. Ability to work with contractors and provide support to others who review/approve and manage external EHS services in meeting business initiatives. Maintains gowning certification for clean room activities. Work Environment & Physical Demands: General work environment and physical demands as required to successfully perform the essential functions of this job. Ability to work flexible hours as needed. Ability to work under pressure and meet deadlines. Some travel will be involved. Supervisory Responsibility, if any : No This position description is not a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization. PI8f559b61239a-8567
TTEC
Licensed Property & Casualty Insurance Agent - Remote USA
TTEC Austin, Texas
Licensed Property & Casualty Insurance Agent - Remote USA Your potential has a place here with TTEC's award-winning employment experience. As a Licensed Property & Casualty Insurance Agent working remotely, you'll be a part of bringing humanity to business. Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work certification in the United States says it all! Our TTEC Remote CX team has 37 preferred residency states. We are currently not hiring from the following geographies: AK, CA, HI, IL,MT, or outside of the United States. Residents of Colorado, Massachusetts, Maryland, Minnesota, New Jersey, New York, Oregon, Washington, and Washington, D.C. will be considered only based on special business need. What You'll be Doing Do you have a passion for helping others and giving them peace of mind? You'll have ownership over resolving escalated or complex calls from customers. Whether it's getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one. During a Typical Day, You'll Answer incoming communications from customers Conduct research to provide answers for customers to resolve their issues Some upselling of products or services to existing customers may be required What You Bring to the Role Active Property and Casualty License 6 months or more of customer service experienceRecognize, apply, and clearly explain your product or service knowledge while maintaining integrity in protecting members' privacy (just as you would expect if it were your own information being shared) Computer experience High speed internet (> 25 mbps) While we recommend a USB wired headset, if you have a headset already, you may be able to use that (except for Bluetooth headsets) Smart phone or another device that runs IOS or Android (iPad etc.) for your daily log-in What You Can Expect Continuing education paid for by TTEC Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base pay of $20.50 per hour plus performance bonus opportunities And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives. Visit for more information. A Bit More About Your Role We're committed to helping you build the skills and confidence to succeed, from day one and throughout your career. Your training experience includes engaging, instructor led online sessions that use both webcam video and audio, so you can connect visually with trainers, leaders, and fellow teammates. Webcam participation is expected during all instructor led TTEC and client required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Along the way, you'll also have access to individualized coaching and thousands of free courses to support your growth. And while skills can be learned, your caring, supportive nature is what truly sets you apart. At TTEC, you're part of one dynamic, global family that's here to support you every step of the way. You'll report to Team Lead. We are regularly hiring for this role. You'll contribute to the success of the customer experience and the overall success of the team. About TTEC TTEC is a global consulting, technology, and managed services company that helps brands deliver smarter, more human customer experiences through data, AI, and technology. Our work connects people and brands every day-and it starts with the talent behind the experience. TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way. Job :_Customer Care Representative
07/16/2026
Full time
Licensed Property & Casualty Insurance Agent - Remote USA Your potential has a place here with TTEC's award-winning employment experience. As a Licensed Property & Casualty Insurance Agent working remotely, you'll be a part of bringing humanity to business. Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work certification in the United States says it all! Our TTEC Remote CX team has 37 preferred residency states. We are currently not hiring from the following geographies: AK, CA, HI, IL,MT, or outside of the United States. Residents of Colorado, Massachusetts, Maryland, Minnesota, New Jersey, New York, Oregon, Washington, and Washington, D.C. will be considered only based on special business need. What You'll be Doing Do you have a passion for helping others and giving them peace of mind? You'll have ownership over resolving escalated or complex calls from customers. Whether it's getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one. During a Typical Day, You'll Answer incoming communications from customers Conduct research to provide answers for customers to resolve their issues Some upselling of products or services to existing customers may be required What You Bring to the Role Active Property and Casualty License 6 months or more of customer service experienceRecognize, apply, and clearly explain your product or service knowledge while maintaining integrity in protecting members' privacy (just as you would expect if it were your own information being shared) Computer experience High speed internet (> 25 mbps) While we recommend a USB wired headset, if you have a headset already, you may be able to use that (except for Bluetooth headsets) Smart phone or another device that runs IOS or Android (iPad etc.) for your daily log-in What You Can Expect Continuing education paid for by TTEC Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base pay of $20.50 per hour plus performance bonus opportunities And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives. Visit for more information. A Bit More About Your Role We're committed to helping you build the skills and confidence to succeed, from day one and throughout your career. Your training experience includes engaging, instructor led online sessions that use both webcam video and audio, so you can connect visually with trainers, leaders, and fellow teammates. Webcam participation is expected during all instructor led TTEC and client required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Along the way, you'll also have access to individualized coaching and thousands of free courses to support your growth. And while skills can be learned, your caring, supportive nature is what truly sets you apart. At TTEC, you're part of one dynamic, global family that's here to support you every step of the way. You'll report to Team Lead. We are regularly hiring for this role. You'll contribute to the success of the customer experience and the overall success of the team. About TTEC TTEC is a global consulting, technology, and managed services company that helps brands deliver smarter, more human customer experiences through data, AI, and technology. Our work connects people and brands every day-and it starts with the talent behind the experience. TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way. Job :_Customer Care Representative
TTEC
Licensed Property & Casualty Insurance Agent - Remote USA
TTEC Reading, Pennsylvania
Licensed Property & Casualty Insurance Agent - Remote USA Your potential has a place here with TTEC's award-winning employment experience. As a Licensed Property & Casualty Insurance Agent working remotely, you'll be a part of bringing humanity to business. Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work certification in the United States says it all! Our TTEC Remote CX team has 37 preferred residency states. We are currently not hiring from the following geographies: AK, CA, HI, IL,MT, or outside of the United States. Residents of Colorado, Massachusetts, Maryland, Minnesota, New Jersey, New York, Oregon, Washington, and Washington, D.C. will be considered only based on special business need. What You'll be Doing Do you have a passion for helping others and giving them peace of mind? You'll have ownership over resolving escalated or complex calls from customers. Whether it's getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one. During a Typical Day, You'll Answer incoming communications from customers Conduct research to provide answers for customers to resolve their issues Some upselling of products or services to existing customers may be required What You Bring to the Role Active Property and Casualty License 6 months or more of customer service experienceRecognize, apply, and clearly explain your product or service knowledge while maintaining integrity in protecting members' privacy (just as you would expect if it were your own information being shared) Computer experience High speed internet (> 25 mbps) While we recommend a USB wired headset, if you have a headset already, you may be able to use that (except for Bluetooth headsets) Smart phone or another device that runs IOS or Android (iPad etc.) for your daily log-in What You Can Expect Continuing education paid for by TTEC Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base pay of $20.50 per hour plus performance bonus opportunities And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives. Visit for more information. A Bit More About Your Role We're committed to helping you build the skills and confidence to succeed, from day one and throughout your career. Your training experience includes engaging, instructor led online sessions that use both webcam video and audio, so you can connect visually with trainers, leaders, and fellow teammates. Webcam participation is expected during all instructor led TTEC and client required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Along the way, you'll also have access to individualized coaching and thousands of free courses to support your growth. And while skills can be learned, your caring, supportive nature is what truly sets you apart. At TTEC, you're part of one dynamic, global family that's here to support you every step of the way. You'll report to Team Lead. We are regularly hiring for this role. You'll contribute to the success of the customer experience and the overall success of the team. About TTEC TTEC is a global consulting, technology, and managed services company that helps brands deliver smarter, more human customer experiences through data, AI, and technology. Our work connects people and brands every day-and it starts with the talent behind the experience. TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way. Job :_Customer Care Representative
07/16/2026
Full time
Licensed Property & Casualty Insurance Agent - Remote USA Your potential has a place here with TTEC's award-winning employment experience. As a Licensed Property & Casualty Insurance Agent working remotely, you'll be a part of bringing humanity to business. Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work certification in the United States says it all! Our TTEC Remote CX team has 37 preferred residency states. We are currently not hiring from the following geographies: AK, CA, HI, IL,MT, or outside of the United States. Residents of Colorado, Massachusetts, Maryland, Minnesota, New Jersey, New York, Oregon, Washington, and Washington, D.C. will be considered only based on special business need. What You'll be Doing Do you have a passion for helping others and giving them peace of mind? You'll have ownership over resolving escalated or complex calls from customers. Whether it's getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one. During a Typical Day, You'll Answer incoming communications from customers Conduct research to provide answers for customers to resolve their issues Some upselling of products or services to existing customers may be required What You Bring to the Role Active Property and Casualty License 6 months or more of customer service experienceRecognize, apply, and clearly explain your product or service knowledge while maintaining integrity in protecting members' privacy (just as you would expect if it were your own information being shared) Computer experience High speed internet (> 25 mbps) While we recommend a USB wired headset, if you have a headset already, you may be able to use that (except for Bluetooth headsets) Smart phone or another device that runs IOS or Android (iPad etc.) for your daily log-in What You Can Expect Continuing education paid for by TTEC Supportive of your career and professional development An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values Base pay of $20.50 per hour plus performance bonus opportunities And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives. Visit for more information. A Bit More About Your Role We're committed to helping you build the skills and confidence to succeed, from day one and throughout your career. Your training experience includes engaging, instructor led online sessions that use both webcam video and audio, so you can connect visually with trainers, leaders, and fellow teammates. Webcam participation is expected during all instructor led TTEC and client required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Along the way, you'll also have access to individualized coaching and thousands of free courses to support your growth. And while skills can be learned, your caring, supportive nature is what truly sets you apart. At TTEC, you're part of one dynamic, global family that's here to support you every step of the way. You'll report to Team Lead. We are regularly hiring for this role. You'll contribute to the success of the customer experience and the overall success of the team. About TTEC TTEC is a global consulting, technology, and managed services company that helps brands deliver smarter, more human customer experiences through data, AI, and technology. Our work connects people and brands every day-and it starts with the talent behind the experience. TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way. Job :_Customer Care Representative
Senior Private Banker
BMO Financial Los Angeles, California
Application Deadline: 08/27/2026 Address: 10250 Constellation Blvd Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. 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. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
07/16/2026
Full time
Application Deadline: 08/27/2026 Address: 10250 Constellation Blvd Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. 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. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
Front Desk Agent
White Lodging Services Corporation Laramie, Wyoming
Description Summary: At White Lodging, we know that the hospitality business, like life, is how you make people feel. That's where you come in. Here you'll have the opportunity to make unforgettable memories for our guests by providing exceptional service and fostering meaningful connections. In return, we aim to create an environment that allows you to be your best self and grow personally and professionally. Join our team and help us bring the virtue of hospitality to life. Responsibilities: WHAT YOU'LL DO • A Front Desk Agent will provide the highest quality of service to the guest, anticipating and exceeding their expectations • Check the guest in and out efficiently and in a friendly manner • Understand and consistently follow all cash handling and accounting procedures including the hotel credit and check cashing procedures • Develop a thorough knowledge of hotel staff, hotel services, hours of operation, room locations, room rates, amenities, and hotel surroundings • Assist in maintaining the cleanliness of the lobby and entrance • Ensure security and confidentiality of all guest and hotel information • Effectively respond to and resolve guest concerns or complaints • Perform other duties as assigned WHAT YOU'LL BRING • Strong communication skills • A passion for customer service • The ability to be flexible and adapt to any situation • A desire to work as part of the front desk team • An outgoing personality with a positive attitude • Previous hospitality experience always helps, but not required • The ability to stand and move at a fast pace for long periods of time. Working long hours may also be required based on business needs. Must be available to work weekends and holidays as necessary Other information: • Comprehensive Medical, Dental, and Vision Insurance • Vacation and Paid Time Off (PTO) plans • Wellness benefits including complimentary counseling sessions and virtual doctor visits • Option for DailyPay- choose when you get your paycheck • A Tuition Reimbursement Program • Discounts on hotel rooms, dining, and entertainment experiences. • A 401(k) savings plan White Lodging is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all associates.
07/16/2026
Full time
Description Summary: At White Lodging, we know that the hospitality business, like life, is how you make people feel. That's where you come in. Here you'll have the opportunity to make unforgettable memories for our guests by providing exceptional service and fostering meaningful connections. In return, we aim to create an environment that allows you to be your best self and grow personally and professionally. Join our team and help us bring the virtue of hospitality to life. Responsibilities: WHAT YOU'LL DO • A Front Desk Agent will provide the highest quality of service to the guest, anticipating and exceeding their expectations • Check the guest in and out efficiently and in a friendly manner • Understand and consistently follow all cash handling and accounting procedures including the hotel credit and check cashing procedures • Develop a thorough knowledge of hotel staff, hotel services, hours of operation, room locations, room rates, amenities, and hotel surroundings • Assist in maintaining the cleanliness of the lobby and entrance • Ensure security and confidentiality of all guest and hotel information • Effectively respond to and resolve guest concerns or complaints • Perform other duties as assigned WHAT YOU'LL BRING • Strong communication skills • A passion for customer service • The ability to be flexible and adapt to any situation • A desire to work as part of the front desk team • An outgoing personality with a positive attitude • Previous hospitality experience always helps, but not required • The ability to stand and move at a fast pace for long periods of time. Working long hours may also be required based on business needs. Must be available to work weekends and holidays as necessary Other information: • Comprehensive Medical, Dental, and Vision Insurance • Vacation and Paid Time Off (PTO) plans • Wellness benefits including complimentary counseling sessions and virtual doctor visits • Option for DailyPay- choose when you get your paycheck • A Tuition Reimbursement Program • Discounts on hotel rooms, dining, and entertainment experiences. • A 401(k) savings plan White Lodging is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all associates.
Senior Portfolio Banker / BMO Family Office - Capital Advisory Services
BMO Financial Chicago, Illinois
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. 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. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. 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. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at . click apply for full job details
07/16/2026
Full time
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. 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. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. 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. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at . click apply for full job details
Business Development Executive
Exacta Land Surveyors LLC Gainesville, Florida
Description: EXACTA Land Surveyors is one of the nation's premier residential and commercial land surveying companies, with a mission to provide clients peace of mind and make their lives easier. Exacta serves Ohio, Illinois, Indiana, Maryland, Virginia, Washington, D.C., Florida, Texas, Oklahoma, Louisiana, and California, and is rapidly expanding into additional states. Our vision to be the best land surveyor is why we provide the full spectrum of residential, commercial, construction, development, and design surveys with a commitment to being FAST - EASY - RELIABLE for our clients. Exacta's core values are: We are client-focused We are team-member focused We play to win We promise what we will deliver and deliver what we promise We always do the right thing Our surveys provide an important component for development and real estate transactions involving buyers and sellers, title companies, lenders, attorneys, builders, developers, brokers, and real estate agents. Position Summary We are seeking an entrepreneurial-minded Business Development Executive (BDE) to join our dedicated team. In this role, you will build and expand profitable client relationships through outbound prospecting and professional networking. This position empowers a motivated sales professional to acquire new accounts and maximize existing client business. The ideal candidate should demonstrate a willingness to work in a fast-paced environment on a team with many shared and evolving responsibilities and dynamic new opportunities. This role reports directly to the Vice President of Sales & Marketing and covers the mid- to North-Florida market. It is remote-based, but the candidate must reside in or near Gainesville, FL, and be able to travel regularly to customer sites throughout the territory Client Segment In this role, the Business Development Executive (BDE) is responsible for developing and maintaining relationships with residential home builders, developers, contractors, engineers, architects, and other professionals engaged in new home construction. The BDE identifies and pursues new business opportunities, manages key client relationships, promotes surveying solutions throughout the construction lifecycle, and serves as a liaison between clients and operations to ensure service expectations are consistently met.Key responsibilities include expanding market share, increasing revenue within existing accounts, securing new builder communities and projects, and driving long-term strategic growth within assigned territories.Business Development Executive Responsibilities Include: Developing strategic sales plans in coordination with leadership and organizational goals Driving dramatic, profitable growth through new client acquisition Growing existing client relationships by identifying opportunities for additional growth "Expanding the playing field" by finding new client segments, service offerings, and markets. "Increasing the batting average" by following up on a pipeline of opportunities to drive win rate and close deals. Conducting daily outbound meetings, calls, and emails to grow client portfolio. Monitoring current customer volume to track adoption and increase retention. Coordinating with the service team and operational stakeholders to solve client needs and "Get to YES". Being highly flexible and able to deliver excellence in a dynamic real estate and construction environment. Communicating Exacta's value effectively to the market Reporting to leadership on sales KPIs and how to develop the marketplace. Performing all duties as assigned to meet business needs in a safe, ethical, and professional manner. Exemplifying Exacta's 4 Strategic Pillars of:Dramatic, Profitable GrowthExcellent Client Experience Being a Great Place to Work Executional Excellence Requirements: Sales Executive Qualifications & Skills: 5+ years of sales/business development experience in real estate, development, home building/construction, or closing services industries. Track record of growing client portfolios and setting/meeting goals. Proven ability to manage multiple complex tasks at once. Demonstrable technical aptitude with CRM and ERP systems, Excel, and marketplace prospecting tools such as ZoomInfo, LinkedIn Sales Navigator, etc. A strong aptitude to quickly diagnose needs and identify solutions. Demonstrate strong sales characteristics and probing abilities to drill down to 'why'. Effective verbal and written communication skills - externally and internally An organized, detail-oriented individual with a strong work ethic, desire to learn, and achieve goals. Company Benefits Competitive Salary and Commission for qualified positions Medical/Dental/Vision Insurance Company Sponsored Life & Disability Insurance Voluntary Benefits - Accident, Critical Illness, Life, Short & Long-Term Disability Health Savings Account 401(k) with company match Seven Paid Holidays per calendar year Paid Time Off Childbirth Recovery Related Leave Exacta Employee Value Proposition Exacta offers a fulfilling career where your contributions are valued, and you can make a difference. Exciting career advancement opportunities, a clear path for professional development, competitive pay, and benefits are available for each team member. Exacta is a mission- and values-driven organization. At our core is Exacta's mission to "provide peace of mind" to our clients. We perform that mission with a commitment to always doing the right thing - for our clients, for our team members and for the community. Join our rapidly growing company where you'll be surrounded by colleagues who care and who will inspire and challenge you every day! EXACTA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Exacta - Unlimited Boundaries! PIc14517a0ee7c-6348
07/16/2026
Description: EXACTA Land Surveyors is one of the nation's premier residential and commercial land surveying companies, with a mission to provide clients peace of mind and make their lives easier. Exacta serves Ohio, Illinois, Indiana, Maryland, Virginia, Washington, D.C., Florida, Texas, Oklahoma, Louisiana, and California, and is rapidly expanding into additional states. Our vision to be the best land surveyor is why we provide the full spectrum of residential, commercial, construction, development, and design surveys with a commitment to being FAST - EASY - RELIABLE for our clients. Exacta's core values are: We are client-focused We are team-member focused We play to win We promise what we will deliver and deliver what we promise We always do the right thing Our surveys provide an important component for development and real estate transactions involving buyers and sellers, title companies, lenders, attorneys, builders, developers, brokers, and real estate agents. Position Summary We are seeking an entrepreneurial-minded Business Development Executive (BDE) to join our dedicated team. In this role, you will build and expand profitable client relationships through outbound prospecting and professional networking. This position empowers a motivated sales professional to acquire new accounts and maximize existing client business. The ideal candidate should demonstrate a willingness to work in a fast-paced environment on a team with many shared and evolving responsibilities and dynamic new opportunities. This role reports directly to the Vice President of Sales & Marketing and covers the mid- to North-Florida market. It is remote-based, but the candidate must reside in or near Gainesville, FL, and be able to travel regularly to customer sites throughout the territory Client Segment In this role, the Business Development Executive (BDE) is responsible for developing and maintaining relationships with residential home builders, developers, contractors, engineers, architects, and other professionals engaged in new home construction. The BDE identifies and pursues new business opportunities, manages key client relationships, promotes surveying solutions throughout the construction lifecycle, and serves as a liaison between clients and operations to ensure service expectations are consistently met.Key responsibilities include expanding market share, increasing revenue within existing accounts, securing new builder communities and projects, and driving long-term strategic growth within assigned territories.Business Development Executive Responsibilities Include: Developing strategic sales plans in coordination with leadership and organizational goals Driving dramatic, profitable growth through new client acquisition Growing existing client relationships by identifying opportunities for additional growth "Expanding the playing field" by finding new client segments, service offerings, and markets. "Increasing the batting average" by following up on a pipeline of opportunities to drive win rate and close deals. Conducting daily outbound meetings, calls, and emails to grow client portfolio. Monitoring current customer volume to track adoption and increase retention. Coordinating with the service team and operational stakeholders to solve client needs and "Get to YES". Being highly flexible and able to deliver excellence in a dynamic real estate and construction environment. Communicating Exacta's value effectively to the market Reporting to leadership on sales KPIs and how to develop the marketplace. Performing all duties as assigned to meet business needs in a safe, ethical, and professional manner. Exemplifying Exacta's 4 Strategic Pillars of:Dramatic, Profitable GrowthExcellent Client Experience Being a Great Place to Work Executional Excellence Requirements: Sales Executive Qualifications & Skills: 5+ years of sales/business development experience in real estate, development, home building/construction, or closing services industries. Track record of growing client portfolios and setting/meeting goals. Proven ability to manage multiple complex tasks at once. Demonstrable technical aptitude with CRM and ERP systems, Excel, and marketplace prospecting tools such as ZoomInfo, LinkedIn Sales Navigator, etc. A strong aptitude to quickly diagnose needs and identify solutions. Demonstrate strong sales characteristics and probing abilities to drill down to 'why'. Effective verbal and written communication skills - externally and internally An organized, detail-oriented individual with a strong work ethic, desire to learn, and achieve goals. Company Benefits Competitive Salary and Commission for qualified positions Medical/Dental/Vision Insurance Company Sponsored Life & Disability Insurance Voluntary Benefits - Accident, Critical Illness, Life, Short & Long-Term Disability Health Savings Account 401(k) with company match Seven Paid Holidays per calendar year Paid Time Off Childbirth Recovery Related Leave Exacta Employee Value Proposition Exacta offers a fulfilling career where your contributions are valued, and you can make a difference. Exciting career advancement opportunities, a clear path for professional development, competitive pay, and benefits are available for each team member. Exacta is a mission- and values-driven organization. At our core is Exacta's mission to "provide peace of mind" to our clients. We perform that mission with a commitment to always doing the right thing - for our clients, for our team members and for the community. Join our rapidly growing company where you'll be surrounded by colleagues who care and who will inspire and challenge you every day! EXACTA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Exacta - Unlimited Boundaries! PIc14517a0ee7c-6348
Onyx Homes
Real Estate Sales Agent
Onyx Homes Laguna Hills, California
The key to a successful career in real estate requires leads, a proven process, and support.So we'll start by telling you about how we generate 1,400 leads every month from Zillow (650+ leads per month)(450+ leads per month)Inside Sales (50+ live transfers)We generate these leads in the following areas Orange CountyTemecula (surrounding areas)Chino Hills (surrounding areas)Long Beach (surrounding South LA areas)Competitive splits. No start-up cost. No monthly fees. We only make money when you do.Here at we do everything we can to make sure our agents are successful.We offer Our Proven ProcessSupport in Marketing, Leadership, Coaching & MentorshipBuilt-in Accountability to hit your goalsEnough leads to keep you crazy busyPro-Tip: We don't just generate leads 70% of all the deals our team closes are Team Leads. You should be able to add at least 1 deal a month to what you're already selling.On top of all this, our team pays for almost everything, so you don't have to. Focus on doing what you do best, selling.If this sounds interesting to you, apply, and we'll reach out to you to set up your interview.Our Proven Process will show you how to convert more leads and make more money. Our built-in accountability will keep you on track to hit your goals. And our team support will keep you focused on doing the most important thing selling.Experienced Agents: Plug right into a system that will get you busier than you've ever been before. Focus only on sales, let the team handle the rest. Follow our proven process to increase your conversion rates.New Agents: Our Proven Process gets brand new agents up and running FAST. From our extensive (and ongoing) training, to you having a mentor who is in the field with you. You have everything you need to build a successful career.We only hire full-time agents. Do some research about us by going to with all that said we're not for everyone. The agents that are the best fit for our team are Willing to follow our proven process to close dealsWilling to put in the work required to be successfulWe know we offer a lot to our agents, and we ask for a lot in return. We only hire full-time agents who commit to growing a successful career.If you are a good fit for our team, we want to get you active and our with customers as soon as possible. Apply today and find out if we're a good fit to work together.Training Calendar: Wednesday Morning Role am - 9:45 am Wednesday Team am - 11 am Wednesday Sales :30 pm - 1:45 pm Thursday Marketing pm - 3 pm Friday Agent pm - 2:30 pmCompensation:$150,000 - $180,000 yearlyResponsibilities:Represent buyers and sellers at a high levelLearn our proven processDeliver five-star customer serviceQualifications:Active California Real Estate LicenseCalifornia Driver's LicenseReliable vehicleAbout CompanySince starting Onyx Homes in 2020, we have solved over 1,100 deals for over $1 Billion in Sales Volume. We are one of the fastest-growing real estate teams in California.Our Core Values:Team PlayerAction TakerGrowth MindedFail Forward details: 00 Yearly SalaryPIb450fa0-
07/16/2026
The key to a successful career in real estate requires leads, a proven process, and support.So we'll start by telling you about how we generate 1,400 leads every month from Zillow (650+ leads per month)(450+ leads per month)Inside Sales (50+ live transfers)We generate these leads in the following areas Orange CountyTemecula (surrounding areas)Chino Hills (surrounding areas)Long Beach (surrounding South LA areas)Competitive splits. No start-up cost. No monthly fees. We only make money when you do.Here at we do everything we can to make sure our agents are successful.We offer Our Proven ProcessSupport in Marketing, Leadership, Coaching & MentorshipBuilt-in Accountability to hit your goalsEnough leads to keep you crazy busyPro-Tip: We don't just generate leads 70% of all the deals our team closes are Team Leads. You should be able to add at least 1 deal a month to what you're already selling.On top of all this, our team pays for almost everything, so you don't have to. Focus on doing what you do best, selling.If this sounds interesting to you, apply, and we'll reach out to you to set up your interview.Our Proven Process will show you how to convert more leads and make more money. Our built-in accountability will keep you on track to hit your goals. And our team support will keep you focused on doing the most important thing selling.Experienced Agents: Plug right into a system that will get you busier than you've ever been before. Focus only on sales, let the team handle the rest. Follow our proven process to increase your conversion rates.New Agents: Our Proven Process gets brand new agents up and running FAST. From our extensive (and ongoing) training, to you having a mentor who is in the field with you. You have everything you need to build a successful career.We only hire full-time agents. Do some research about us by going to with all that said we're not for everyone. The agents that are the best fit for our team are Willing to follow our proven process to close dealsWilling to put in the work required to be successfulWe know we offer a lot to our agents, and we ask for a lot in return. We only hire full-time agents who commit to growing a successful career.If you are a good fit for our team, we want to get you active and our with customers as soon as possible. Apply today and find out if we're a good fit to work together.Training Calendar: Wednesday Morning Role am - 9:45 am Wednesday Team am - 11 am Wednesday Sales :30 pm - 1:45 pm Thursday Marketing pm - 3 pm Friday Agent pm - 2:30 pmCompensation:$150,000 - $180,000 yearlyResponsibilities:Represent buyers and sellers at a high levelLearn our proven processDeliver five-star customer serviceQualifications:Active California Real Estate LicenseCalifornia Driver's LicenseReliable vehicleAbout CompanySince starting Onyx Homes in 2020, we have solved over 1,100 deals for over $1 Billion in Sales Volume. We are one of the fastest-growing real estate teams in California.Our Core Values:Team PlayerAction TakerGrowth MindedFail Forward details: 00 Yearly SalaryPIb450fa0-
De Novo Relationship Banker
BMO Financial San Francisco, California
Application Deadline: 08/09/2026 Address: 555 9th St Job Family Group: Retail Banking Sales & Service Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you'll have the opportunity to help launch new locations, shape team culture, and drive client growth from day one. We're looking for individuals who bring creativity, a passion for business development, and an entrepreneurial mindset with a focus on building strong community and networking relationships. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications , and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $50,100.00 - $82,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information. . click apply for full job details
07/16/2026
Full time
Application Deadline: 08/09/2026 Address: 555 9th St Job Family Group: Retail Banking Sales & Service Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you'll have the opportunity to help launch new locations, shape team culture, and drive client growth from day one. We're looking for individuals who bring creativity, a passion for business development, and an entrepreneurial mindset with a focus on building strong community and networking relationships. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications , and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $50,100.00 - $82,800.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information. . click apply for full job details
Senior Portfolio Banker - Private Equity
BMO Financial Chicago, Illinois
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Private equity or fund finance experience preferred. Strong preference for formal (commercial) credit training or commercial lending experience. Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. 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. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. 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. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities . click apply for full job details
07/16/2026
Full time
Application Deadline: 07/30/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Private equity or fund finance experience preferred. Strong preference for formal (commercial) credit training or commercial lending experience. Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Manages the preparation of new lending proposals or presentations to clients/prospects. Ensures new business meets policy and procedures requirements for profitability and risk management. Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits. Negotiates directly with clients on new and existing opportunities. Works directly with clients in the event of deteriorating credit situations. Provides day to day technical support and management of accounts for team members and customers. May act as lead relationship manager. Supports the sales process and client experience, identifying gaps, issues and best practices. Ensures timely resolution of all client questions and concerns, both internal and external. Performs client sales & service support activities as required to meet client needs and maintain overall service standards. 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. May network with industry contacts to gain competitive insights and best practices. Identifies emerging issues and trends to inform decision-making. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Collaborates with internal and external stakeholders in order to deliver on business objectives. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Completes comprehensive analysis for risk, financial and profitability rating and assessments. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads the development of the communication strategy focusing on positively influencing or changing behaviour. Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour. Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the portfolio within acceptable levels. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms of the credit authorization and as per guidelines. May provide specialized support for other internal and external regulatory requirements. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Mitigates identified risks and makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures. Identifies and escalates irregularities and discrepancies to management as per guidelines. Participates in assigned audits and compliance reviews. Ensures proper adherence to the code of conduct and ethical guidelines. Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy. Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth / expert knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications. In-depth / expert knowledge of risk management concepts. Expert communication and relationship management skills. Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth markets. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. 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. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities . click apply for full job details
Senior Private Banker, Ultra High Net Worth
BMO Financial Chicago, Illinois
Application Deadline: 08/06/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. 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. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
07/16/2026
Full time
Application Deadline: 08/06/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. 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. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
Senior Private Banker
BMO Financial Denver, Colorado
Application Deadline: 07/30/2026 Address: th Street, Suite 1050 Job Family Group: Wealth Sales & Service We're seeking a Senior Private Banker to join our team in Denver. The ideal candidate will have a proven track record of building and maintaining relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region. We're also open to experienced commercial bankers with strong Centers of Influence (COIs) who are eager to expand their expertise into private banking and wealth management. Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted advisor. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. 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. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal and written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration and team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers . click apply for full job details
07/16/2026
Full time
Application Deadline: 07/30/2026 Address: th Street, Suite 1050 Job Family Group: Wealth Sales & Service We're seeking a Senior Private Banker to join our team in Denver. The ideal candidate will have a proven track record of building and maintaining relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region. We're also open to experienced commercial bankers with strong Centers of Influence (COIs) who are eager to expand their expertise into private banking and wealth management. Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted advisor. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. 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. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. Seasoned professional with a combination of education, experience and industry knowledge. Verbal and written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration and team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary : $102,000.00 - $190,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers . click apply for full job details
Centralized Mortgage Banker
BMO Financial Tempe, Arizona
Application Deadline: 07/30/2026 Address: 1625 W. Fountainhead Parkway Job Family Group: Retail Banking Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Centralized Mortgage Banker cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements. Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions. Assists with the implementation of targeted marketing programs, promotions, and other initiatives. Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals. Supports the delivery of targeted marketing programs, promotions, and other initiatives. Seeks opportunities to expand network by obtaining referrals and originations from existing relationships. Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events. Serves a customer advocate during application and processing activities. Completes onboarding activities as required. Delivers exceptional customer service that builds trust through expertise, responsive service, and support. Guides customers throughout mortgage application and processing activities. Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs. Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner. Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners. Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services. Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business / group strategy. Conducts independent analysis and assessment to resolve strategic issues. Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application. Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports and dashboards. Provides input into the planning and implementation of operational programs. Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Organizes work information to ensure accuracy and completeness. Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions. Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. In-depth understanding of the mortgage lending process and applicable regulatory requirements. Strong interpersonal, sales, customer service, and negotiation skills. Expert knowledge of self-management and teamwork, personal lending, relationship sales and management. Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management. Strong knowledge of the broader real estate industry and mortgage market. Strong negotiation skills. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $41,714.00 - $77,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
07/16/2026
Full time
Application Deadline: 07/30/2026 Address: 1625 W. Fountainhead Parkway Job Family Group: Retail Banking Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life. Our Centralized Mortgage Banker cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements. Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions. Assists with the implementation of targeted marketing programs, promotions, and other initiatives. Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals. Supports the delivery of targeted marketing programs, promotions, and other initiatives. Seeks opportunities to expand network by obtaining referrals and originations from existing relationships. Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events. Serves a customer advocate during application and processing activities. Completes onboarding activities as required. Delivers exceptional customer service that builds trust through expertise, responsive service, and support. Guides customers throughout mortgage application and processing activities. Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs. Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner. Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners. Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services. Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business / group strategy. Conducts independent analysis and assessment to resolve strategic issues. Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application. Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues. Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports and dashboards. Provides input into the planning and implementation of operational programs. Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements. Organizes work information to ensure accuracy and completeness. Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions. Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. In-depth understanding of the mortgage lending process and applicable regulatory requirements. Strong interpersonal, sales, customer service, and negotiation skills. Expert knowledge of self-management and teamwork, personal lending, relationship sales and management. Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management. Strong knowledge of the broader real estate industry and mortgage market. Strong negotiation skills. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $41,714.00 - $77,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Senior Private Banker
BMO Financial San Francisco, California
Application Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. 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. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
07/16/2026
Full time
Application Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal team environment using planning-based approach to develop and execute the growth and retention strategy the portfolio. Provides superior service to an assigned portfolio of high and ultra-high net worth clients with an objective of becoming their trusted advisor. Develops relationship with client's professional advisors in developing appropriate credit and tax-favourable structures to meet their family needs. Leads a deal team to meet client needs when acting as the lead relationship manager. Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Partners with the leadership team on strategic direction and complex line-of-business projects. Conducts independent analysis and assessment to resolve strategic issues. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Acts as the prime subject matter expert for internal/external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Develops and negotiates complex credit strategies, ensuring appropriate remuneration. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific client issues and queries, and assistance with operational processes. Ensures high quality of information obtained to support decisions. Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services. Negotiates appropriate pricing using discretion where required to build a profitable portfolio. Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations. Applies financial planning skills and concepts against each client's personal and financial situation. Acts as an ambassador to enhance BMO's reputation in the market. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements. Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews. Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines. Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines. Performs sales and service support activities to meet client needs and maintain overall service levels. Develops rapport and instills confidence with the client to develop credibility and earn their trust. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled. Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures. In-depth knowledge of Personal and Commercial credit and non-credit products. In-depth sales and client service skills. In-depth business development skills with successful track record. Ability to lead in-depth planning conversations. Expert relationship management skills. Able to work independently, resolving complex or ambiguous issues or situations. 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. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation . click apply for full job details
Lead Medical Technologist
Centerpoint Medical Center Independence, Missouri
Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a(an) Lead Medical Technologist with Centerpoint Medical Center you can be a part of an organization that is devoted to giving back! Job Summary and Qualifications Under the general supervision of the Laboratory Director, provides technical leadership and oversight for the personnel in the laboratory. What you will do in this role: Plans and coordinates daily activities for laboratory personnel Provides documentation and makes recommendations to the manager for performance evaluations and/or disciplinary action of section/laboratory employees Performs preanalytic, analytic, and post-analytic biochemical/hematologic testing responsibilities Investigates technical, instrumental, and/or physiologic causes of unexpected test results Monitors quality control and inventory of supplies and reagents Maintains a safe work area Demonstrates professional work habits and interpersonal skills Participates in performance improvement activities, evaluation of new test methodologies, instrumentation, and management of laboratory data Correlates abnormal laboratory data with pathologic states to determine validity and/or whether follow-up tests should be performed Teaches theory and procedures using educational methodology to clinical laboratory science (medical technology) students Assists with the orientation and training of MLT/CLT, Non-registered MT/CLS, and Registered MT/CLS employees The primary analytic testing responsibilities for the employee will be in the Chemistry (includes Hematology, Urinalysis, Chemistry, Special Chemistry) section of the Laboratory What qualifications you will need: Bachelor degree in medical technology/clinical laboratory science or related science required OR Bachelor degree & certification is subspecialty area Blood Bank experience required MT (ASCP)/CLS(NCA) or as appropriate, subspecialty certification such as C(ASCP) required 3 years' experience in an accredited laboratory required, 2 years' experience in the technical area preferred Hospital laboratory experience required Ability to multi-task while maintaining a high degree of accuracy; detail oriented, verbal communication, mature judgment Basic laboratory equipment & instrumentation; keyboarding Benefits Centerpoint Medical Center, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services Wellbeing support, including free counseling and referral services Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts Learn more about Employee Benefits Note: Eligibility for benefits may vary by location. Centerpoint Medical Center is a 285+ bed hospital featuring state-of-the-art equipment and technology. Our hospital offers some of the latest clinical services available to patients. We remain focused on providing compa ssionate care and top-notch customer service for our patients. We offer many features for visitors, including sleeper chairs in patient rooms, comfortable waiting areas, and wireless internet access. We are a Level II Trauma Center with 24/7 emergency services and an accredited Chest Pain Center. Our Orthopedic Services include Total Joints and Sports Medicine. We are an accredited Cancer Program and Breast Center. We provide Women's Services, a Level III Neonatal Intensive Care Unit, and a Stroke Center. Our Outpatient Services include a Surgery Center, Advanced Wound Care Center, Pain Center, Sleep Disorder Center, Imaging, and Rehab. We are part of HCA Midwest Health, a network of hospitals in Kansas City and surrounding areas. HCA Healthcare has been recognized as one of the World's Most Ethical Companies by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. "There is so much good to do in the world and so many different ways to do it."- Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder Be a part of an organization that invests in you! We are reviewing applications for our Lead Medical Technologist opening. Qualified candidates will be contacted for interviews. Submit your application and help us raise the bar in patient care! We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
07/16/2026
Full time
Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a(an) Lead Medical Technologist with Centerpoint Medical Center you can be a part of an organization that is devoted to giving back! Job Summary and Qualifications Under the general supervision of the Laboratory Director, provides technical leadership and oversight for the personnel in the laboratory. What you will do in this role: Plans and coordinates daily activities for laboratory personnel Provides documentation and makes recommendations to the manager for performance evaluations and/or disciplinary action of section/laboratory employees Performs preanalytic, analytic, and post-analytic biochemical/hematologic testing responsibilities Investigates technical, instrumental, and/or physiologic causes of unexpected test results Monitors quality control and inventory of supplies and reagents Maintains a safe work area Demonstrates professional work habits and interpersonal skills Participates in performance improvement activities, evaluation of new test methodologies, instrumentation, and management of laboratory data Correlates abnormal laboratory data with pathologic states to determine validity and/or whether follow-up tests should be performed Teaches theory and procedures using educational methodology to clinical laboratory science (medical technology) students Assists with the orientation and training of MLT/CLT, Non-registered MT/CLS, and Registered MT/CLS employees The primary analytic testing responsibilities for the employee will be in the Chemistry (includes Hematology, Urinalysis, Chemistry, Special Chemistry) section of the Laboratory What qualifications you will need: Bachelor degree in medical technology/clinical laboratory science or related science required OR Bachelor degree & certification is subspecialty area Blood Bank experience required MT (ASCP)/CLS(NCA) or as appropriate, subspecialty certification such as C(ASCP) required 3 years' experience in an accredited laboratory required, 2 years' experience in the technical area preferred Hospital laboratory experience required Ability to multi-task while maintaining a high degree of accuracy; detail oriented, verbal communication, mature judgment Basic laboratory equipment & instrumentation; keyboarding Benefits Centerpoint Medical Center, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services Wellbeing support, including free counseling and referral services Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts Learn more about Employee Benefits Note: Eligibility for benefits may vary by location. Centerpoint Medical Center is a 285+ bed hospital featuring state-of-the-art equipment and technology. Our hospital offers some of the latest clinical services available to patients. We remain focused on providing compa ssionate care and top-notch customer service for our patients. We offer many features for visitors, including sleeper chairs in patient rooms, comfortable waiting areas, and wireless internet access. We are a Level II Trauma Center with 24/7 emergency services and an accredited Chest Pain Center. Our Orthopedic Services include Total Joints and Sports Medicine. We are an accredited Cancer Program and Breast Center. We provide Women's Services, a Level III Neonatal Intensive Care Unit, and a Stroke Center. Our Outpatient Services include a Surgery Center, Advanced Wound Care Center, Pain Center, Sleep Disorder Center, Imaging, and Rehab. We are part of HCA Midwest Health, a network of hospitals in Kansas City and surrounding areas. HCA Healthcare has been recognized as one of the World's Most Ethical Companies by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. "There is so much good to do in the world and so many different ways to do it."- Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder Be a part of an organization that invests in you! We are reviewing applications for our Lead Medical Technologist opening. Qualified candidates will be contacted for interviews. Submit your application and help us raise the bar in patient care! We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Greeters
WHITE CHOCOLATE GRILL PARK MEADOWS Littleton, Colorado
Now Hiring: Greeters Type: Part Time Company: The White Chocolate Grill Location: 8421 Park Meadows Center Dr. Lone Tree CO 80124 Pay: $12.14/hour + tips ($17.00/hour minimum guaranteed); training pay - $15.16/hour Application Period: 7/9/2026- 7/31/2026 (Application Deadline) To Apply Quickly - text "Apply" to , we will schedule an in-person interview in the next 2-3 days. We do not hire for summer/seasonal staff and recommend that you don't come in and waste your time if you are only looking for a couple of months. Thank you! Description: The White Chocolate Grill in Lone Tree is now hiring Greeters to join our exceptional front-of-house team. We're looking for hospitality-focused individuals who are passionate about food, service, and creating unforgettable guest experiences. Whether you're a seasoned pro or just getting started, if you have the drive and professionalism, we want to meet you. Compensation: Training Pay: $15.16hour Base Pay after Training: $12.14hour + tips Average tips range from $6-$10/hour in addition to Base Pay; we GUARANTEE you will earn no less than a combined $17.00/hour between base pay and tips after training. Benefits: - Paid Sick Time: available to all employees in accordance with Company policy and applicable law - Employee Referral Program - Flexible Schedules: Greeters typically work between 12-30/hours per week, you set the terms on how much or how little you want to work! - Meal Discounts: 50% off full-priced menu items when you come in and dine - Opportunities: Growth and advancement, a third of our managers started in hourly positions - Early nights: We close at 9:00pm! Requirements - Offering genuine hospitality with fast and friendly service - Ability to learn the menu food and beverage offerings and test on that knowledge - Must be at least 16 years old - Looking for long-term employment, not a seasonal role - Ability to walk for long periods of time - Ability to climb stairs - Ability to lift, push, pull or carry objects up to 40lbs - Ability to move about the restaurant and remain standing for an 4 - 8 hour shift - Availability to work Holidays and Weekends - Work in a noisy and fast-paced environment - Work indoors and/or outdoors, exposed to hot and/or cold Application Process To Apply: Apply in person at: The White Chocolate Grill - 8421 Park Meadows Center Dr., Lone Tree, CO 80124 Or submit your application online at: Or email your resume to: Join our team and grow with us in a high-standard, guest-first environment where excellence and hospitality come first. We look forward to meeting you! Be part of a restaurant that values excellence, hospitality, and career growth. We can't wait to meet you! Equal Opportunity Employer: The White Chocolate Grill is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. Search terms: Host, Front Desk, Customer Service Agent, Customer Service Representative, Busser, Food Runner Compensation details: 15.16 Hourly Wage PI10ae4538abd6-2749
07/16/2026
Full time
Now Hiring: Greeters Type: Part Time Company: The White Chocolate Grill Location: 8421 Park Meadows Center Dr. Lone Tree CO 80124 Pay: $12.14/hour + tips ($17.00/hour minimum guaranteed); training pay - $15.16/hour Application Period: 7/9/2026- 7/31/2026 (Application Deadline) To Apply Quickly - text "Apply" to , we will schedule an in-person interview in the next 2-3 days. We do not hire for summer/seasonal staff and recommend that you don't come in and waste your time if you are only looking for a couple of months. Thank you! Description: The White Chocolate Grill in Lone Tree is now hiring Greeters to join our exceptional front-of-house team. We're looking for hospitality-focused individuals who are passionate about food, service, and creating unforgettable guest experiences. Whether you're a seasoned pro or just getting started, if you have the drive and professionalism, we want to meet you. Compensation: Training Pay: $15.16hour Base Pay after Training: $12.14hour + tips Average tips range from $6-$10/hour in addition to Base Pay; we GUARANTEE you will earn no less than a combined $17.00/hour between base pay and tips after training. Benefits: - Paid Sick Time: available to all employees in accordance with Company policy and applicable law - Employee Referral Program - Flexible Schedules: Greeters typically work between 12-30/hours per week, you set the terms on how much or how little you want to work! - Meal Discounts: 50% off full-priced menu items when you come in and dine - Opportunities: Growth and advancement, a third of our managers started in hourly positions - Early nights: We close at 9:00pm! Requirements - Offering genuine hospitality with fast and friendly service - Ability to learn the menu food and beverage offerings and test on that knowledge - Must be at least 16 years old - Looking for long-term employment, not a seasonal role - Ability to walk for long periods of time - Ability to climb stairs - Ability to lift, push, pull or carry objects up to 40lbs - Ability to move about the restaurant and remain standing for an 4 - 8 hour shift - Availability to work Holidays and Weekends - Work in a noisy and fast-paced environment - Work indoors and/or outdoors, exposed to hot and/or cold Application Process To Apply: Apply in person at: The White Chocolate Grill - 8421 Park Meadows Center Dr., Lone Tree, CO 80124 Or submit your application online at: Or email your resume to: Join our team and grow with us in a high-standard, guest-first environment where excellence and hospitality come first. We look forward to meeting you! Be part of a restaurant that values excellence, hospitality, and career growth. We can't wait to meet you! Equal Opportunity Employer: The White Chocolate Grill is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. Search terms: Host, Front Desk, Customer Service Agent, Customer Service Representative, Busser, Food Runner Compensation details: 15.16 Hourly Wage PI10ae4538abd6-2749
Customer Care Agent
Peoples National Bank Mount Vernon, Illinois
Job Description: This position provides customers with a variety of account-related service assistance in a prompt, professional and courteous manner while maintaining the confidentiality of the Bank's records and customer transactions; completes transactions (of varying complexities) according to established guidelines and adhering to the Bank's policies and procedures; and is responsible for interactions and teller transactions with customers and prospects through the power of innovative video technology. Duties and Responsibilities: Provides exceptional service support for banking services and teller transactions Resolves customer requests through proficient use of the system tools Provides an exceptional customer experience during the interaction Adheres to regulatory scripting and customer protocol, as prescribed Seeks and captures opportunities to differentiate the customer's experience by identifying banking suitable for the customer's current or future needs Maintains confidentiality and security of customer information according to regulatory and company guidelines and policies Minimum Qualifications: High School diploma Minimum of one year experience in a teller/customer service role (in a financial institution) Previous teller experience preferred Preferred Qualifications: Excellent customer service skills Excellent communication (verbal, written and listening) skills Proficient computer/keyboard skills Proficient telephone etiquette skills including the ability to speak clearly and concisely with customers and the ability to effectively communicate with people at all levels and from various backgrounds Acute attention to detail Effective decision making and problem-solving skill About Company: Peoples National Bank, a local community bank, serving our customers since 1909. We seek innovative caring, customer-service minded individuals who are looking for personal challenge and growth in position such as sales, technology, finance, administration and management. We are non-traditional thinkers who work hard and care about the people we serve while enjoying a family/team atmosphere. We offer a generous benefits package, including: Competitive Salary Medical Dental and Vision Insurance Life and AD&D Insurance Long Term Disability AirEvac Membership AFLAC Policies Telemedicine 401k & Company Match Invest in Company Stock Discretionary Bonus Peoples National Bank is an Equal Opportunity Employer. Compensation details: 17 Hourly Wage PIf05-6026
07/16/2026
Full time
Job Description: This position provides customers with a variety of account-related service assistance in a prompt, professional and courteous manner while maintaining the confidentiality of the Bank's records and customer transactions; completes transactions (of varying complexities) according to established guidelines and adhering to the Bank's policies and procedures; and is responsible for interactions and teller transactions with customers and prospects through the power of innovative video technology. Duties and Responsibilities: Provides exceptional service support for banking services and teller transactions Resolves customer requests through proficient use of the system tools Provides an exceptional customer experience during the interaction Adheres to regulatory scripting and customer protocol, as prescribed Seeks and captures opportunities to differentiate the customer's experience by identifying banking suitable for the customer's current or future needs Maintains confidentiality and security of customer information according to regulatory and company guidelines and policies Minimum Qualifications: High School diploma Minimum of one year experience in a teller/customer service role (in a financial institution) Previous teller experience preferred Preferred Qualifications: Excellent customer service skills Excellent communication (verbal, written and listening) skills Proficient computer/keyboard skills Proficient telephone etiquette skills including the ability to speak clearly and concisely with customers and the ability to effectively communicate with people at all levels and from various backgrounds Acute attention to detail Effective decision making and problem-solving skill About Company: Peoples National Bank, a local community bank, serving our customers since 1909. We seek innovative caring, customer-service minded individuals who are looking for personal challenge and growth in position such as sales, technology, finance, administration and management. We are non-traditional thinkers who work hard and care about the people we serve while enjoying a family/team atmosphere. We offer a generous benefits package, including: Competitive Salary Medical Dental and Vision Insurance Life and AD&D Insurance Long Term Disability AirEvac Membership AFLAC Policies Telemedicine 401k & Company Match Invest in Company Stock Discretionary Bonus Peoples National Bank is an Equal Opportunity Employer. Compensation details: 17 Hourly Wage PIf05-6026
Fire Alarm Technician
Specialized Fire & Security, Inc Orlando, Florida
We are seeking a motivated and experienced Fire Alarm Technician to join our team. In this role, you will provide technical field support and service to our customers. You will be responsible for troubleshooting and resolving customer issues, conducting on site installations and repairs, as well as on-going training for customer personnel. As your employer, we offer an advancement plan, plus we will subsidize 82.5% of the cost of your medical benefits. Other benefits are available for purchase by the employee, i.e. vision, dental, etc New hires receive 15 days of PTO to start beginning January 1. Prorated prior to January 1. PTO increases with years in service. Employees are paid for 10 company holidays. If you are an ambitious and self-motivated professional with a strong background in fire alarm safety products, we would love to have you as part of our team. The Fire Alarm Technician is responsible for the following: Coordinate with contractors in the process of installation of fire alarm systems sold by our company Perform system commissioning on fire alarm systems including loading software programs and implementing modifications as necessary Conduct testing and inspect fire alarm systems under maintenance agreements Troubleshoot and repair network hardware and software issues Identify code and non-conformance issues Makes recommendations regarding both systems installations and service contract facilities Generate detailed daily reports, using Company software, on activities completed, deferred and those requiring further action or material Support emergency on-call assignments based on rotational schedule Support 2nd & 3rd shift work The qualified candidate for a Fire Alarm Technician should possess the following requirements: A minimum of 3 years experience in the installation and maintenance of Fire Safety Products Knowledge of Fire alarm system programming Certification of Florida Fire alarm system agent (FASA) Knowledge of Siemens Fire Alarm Equipment Support 2nd & 3rd shift work National Institute for Certification in Engineering Technology (NICET) Certification Requirements - Level I Associates degree in Electronics or related field or equivalent experience in the installation and maintenance of low voltage electronic systems Fluent in English Must be legally authorized to live within the United States Must be legally authorized to work within the United States Must be a legal citizen of the United States Excellent customer service skills Strong verbal and written communications skills The ability to read architectural and engineering drawings and prints Skilled in the PC applications in a client/server environment Ability to work independently and in team environment Ability to lift seventy-five (75) pounds unassisted Ability to work on a lift up to 40 feet Knowledge of safety regulations and procedures Must have valid state drivers license and good driving record Compensation details: 24-40 Hourly Wage PI1c74187e1e56-7747
07/16/2026
Full time
We are seeking a motivated and experienced Fire Alarm Technician to join our team. In this role, you will provide technical field support and service to our customers. You will be responsible for troubleshooting and resolving customer issues, conducting on site installations and repairs, as well as on-going training for customer personnel. As your employer, we offer an advancement plan, plus we will subsidize 82.5% of the cost of your medical benefits. Other benefits are available for purchase by the employee, i.e. vision, dental, etc New hires receive 15 days of PTO to start beginning January 1. Prorated prior to January 1. PTO increases with years in service. Employees are paid for 10 company holidays. If you are an ambitious and self-motivated professional with a strong background in fire alarm safety products, we would love to have you as part of our team. The Fire Alarm Technician is responsible for the following: Coordinate with contractors in the process of installation of fire alarm systems sold by our company Perform system commissioning on fire alarm systems including loading software programs and implementing modifications as necessary Conduct testing and inspect fire alarm systems under maintenance agreements Troubleshoot and repair network hardware and software issues Identify code and non-conformance issues Makes recommendations regarding both systems installations and service contract facilities Generate detailed daily reports, using Company software, on activities completed, deferred and those requiring further action or material Support emergency on-call assignments based on rotational schedule Support 2nd & 3rd shift work The qualified candidate for a Fire Alarm Technician should possess the following requirements: A minimum of 3 years experience in the installation and maintenance of Fire Safety Products Knowledge of Fire alarm system programming Certification of Florida Fire alarm system agent (FASA) Knowledge of Siemens Fire Alarm Equipment Support 2nd & 3rd shift work National Institute for Certification in Engineering Technology (NICET) Certification Requirements - Level I Associates degree in Electronics or related field or equivalent experience in the installation and maintenance of low voltage electronic systems Fluent in English Must be legally authorized to live within the United States Must be legally authorized to work within the United States Must be a legal citizen of the United States Excellent customer service skills Strong verbal and written communications skills The ability to read architectural and engineering drawings and prints Skilled in the PC applications in a client/server environment Ability to work independently and in team environment Ability to lift seventy-five (75) pounds unassisted Ability to work on a lift up to 40 feet Knowledge of safety regulations and procedures Must have valid state drivers license and good driving record Compensation details: 24-40 Hourly Wage PI1c74187e1e56-7747
Director, Commissioning and Project Execution
PwrQ Holdings LLC Richmond, Virginia
Description: Position Overview The Director, Commissioning & Project Execution, is a senior technical and program leadership role responsible for overseeing and executing commissioning programs for critical power infrastructure within the data center market. The role serves as the customer's primary project and technical point of contact for commissioning and field service activities This role blends hands-on field expertise with program management, technical governance, and team leadership to ensure safe, reliable, and high-quality delivery of commissioning and other onsite services across factory and field environments The Director, Commissioning & Project Execution will lead a team of field service project managers with responsibility for team management and overseeing performance of the Field Service PM's assigned projects - schedule, cost, and financial results The role also plays a key role in the standardization of processes, training, and continuous improvement services initiatives across the Forgent portfolio, which is critical to scaling the business. The position is initially focused on the physical support of the Richmond data center market with travel to other large data center project locations over time Program & Field Execution • Manage and execute remote and onsite commissioning programs while remaining actively engaged in both manufacturing and deployment environments. • Provide hands-on technical support during equipment commissioning, testing, electrical tie-ins, system energization, and troubleshooting activities. • Support onsite commissioning activities as required to meet customer schedules, contractual commitments, and operational milestones. • Serve as a technical resource to Project Managers, ensuring alignment between project execution, commissioning scope, and customer expectations. • Provide on-call technical support to respond to critical issues and deliver timely guidance outside of normal business hours when required Technical Leadership & Escalation • Act as the primary technical escalation point for field service and commissioning teams. • Support troubleshooting on complex electrical and controls systems, lead repairs, and guide resolution of critical power system issues. • Perform root cause analysis of equipment or system failures and drive corrective and preventive actions. • Partner with vendors and OEMs for equipment validation, installation support, and advanced troubleshooting. Commissioning Standards & Documentation • Develop, review, approve, and maintain commissioning procedures, work instructions, and test protocols for both factory and field activities. • Prepare project commissioning test scripts for designated equipment and scopes of work. • Assist with the development & refinement of factory testing standards and acceptance criteria. • Attend factory testing of equipment scheduled for deployment and provide structured feedback to engineering and quality teams. • Develop and maintain standardized commissioning templates for all electrical equipment within the Forgent portfolio. • Ensure commissioning procedures and results support safe operations, regulatory compliance, and customer requirements. Reporting & Tools • Track commissioning activities across assigned projects and prepare comprehensive commissioning reports and closeout packages. • Utilize commissioning and testing software platforms such as CxAlloy, PowerDB, or equivalent tools to support commissioning activities and documentation. • Participate in regular commissioning (Cx) meetings for assigned projects and provide status updates, risk identification, and mitigation plans. Cross-Functional Coordination • Coordinate closely with product engineering, quality, manufacturing, operations, and field service teams to ensure seamless execution. • Interface with general contractors, subcontractors, owner's representatives, and other onsite stakeholders during commissioning activities. • Provide a structured feedback loop to engineering and manufacturing teams to drive continuous improvement in equipment quality, testing procedures, and field performance. Coaching, Mentoring & Services Project Leadership • Lead, train, and mentor a team of field service project managers fostering a culture of technical excellence, accountability, and safety. • Accountable for performance management of field service project management team Develop and oversee training programs to enhance technical competency, safety awareness, and professional growth of field service project management teams. • Identify training & certification opportunities for field service project managers. • Identify needs for additional field service project managers and develop business cases to support hiring and resource expansion. Services Project Oversight & Financial Management • Provide overall oversight of assigned services projects, ensuring execution on schedule, within approved budgets, and aligned with contractual scope. Lead and support Field Service Project Managers in developing and maintaining detailed project plans, resource forecasts, and risk mitigation strategies. Establish and enforce project controls for schedule adherence, cost management, change control, and margin protection across all services engagements. Partner closely with Finance to ensure accurate percent-complete revenue recognition, including timely updates to project cost-to-complete, earned revenue, and forecasted margins. Support services project forecasting, backlog reporting, and financial review cycles, providing clear visibility to leadership on performance, risks, and corrective actions. Ensure consistent and timely project status, financial, and performance reporting to internal stakeholders and executive leadership. Required Qualifications • Minimum 12 years of mission critical infrastructure experience, including at least 6 years supporting data center environments. • Minimum 5+ years of hands-on electrical testing and commissioning experience in critical power environments. • Four-year ABET-accredited degree in Engineering or Engineering Technology (Electrical or Mechanical preferred). • Demonstrated experience commissioning medium- and low-voltage power systems including switchgear, UPS systems, generators, and associated controls. • Strong understanding of safety practices including lock-out/tag-out (LOTO), arc flash mitigation, and commissioning best practices. • Ability to lead teams, mentor technical staff, and manage multiple commissioning efforts concurrently. • Strong communication skills with the ability to interface effectively with customers, contractors, vendors, and internal teams. Preferred Qualifications • Professional Engineer (PE) licensure in Electrical or Mechanical Engineering. • Project Management Professional (PMP) certification. • Hyperscale, AI, or high-performance computing (HPC) data center construction, commissioning, and operations experience. • Prior experience serving as a Commissioning Agent (CxA) or lead commissioning engineer. • Familiarity with IEEE, NFPA, NETA, UL, and IEC standards. • Experience with commissioning platforms such as CxAlloy, PowerDB, or equivalent tools. Work Environment • Regular onsite presence with periods of working remote • Combination of office, factory, and active construction site environments. • Initial travel requirements are limited with focus on the Richmond VA area, but will increase over time to support large projects in other areas Requirements: PIb7b5f6c152c9-9932
07/16/2026
Full time
Description: Position Overview The Director, Commissioning & Project Execution, is a senior technical and program leadership role responsible for overseeing and executing commissioning programs for critical power infrastructure within the data center market. The role serves as the customer's primary project and technical point of contact for commissioning and field service activities This role blends hands-on field expertise with program management, technical governance, and team leadership to ensure safe, reliable, and high-quality delivery of commissioning and other onsite services across factory and field environments The Director, Commissioning & Project Execution will lead a team of field service project managers with responsibility for team management and overseeing performance of the Field Service PM's assigned projects - schedule, cost, and financial results The role also plays a key role in the standardization of processes, training, and continuous improvement services initiatives across the Forgent portfolio, which is critical to scaling the business. The position is initially focused on the physical support of the Richmond data center market with travel to other large data center project locations over time Program & Field Execution • Manage and execute remote and onsite commissioning programs while remaining actively engaged in both manufacturing and deployment environments. • Provide hands-on technical support during equipment commissioning, testing, electrical tie-ins, system energization, and troubleshooting activities. • Support onsite commissioning activities as required to meet customer schedules, contractual commitments, and operational milestones. • Serve as a technical resource to Project Managers, ensuring alignment between project execution, commissioning scope, and customer expectations. • Provide on-call technical support to respond to critical issues and deliver timely guidance outside of normal business hours when required Technical Leadership & Escalation • Act as the primary technical escalation point for field service and commissioning teams. • Support troubleshooting on complex electrical and controls systems, lead repairs, and guide resolution of critical power system issues. • Perform root cause analysis of equipment or system failures and drive corrective and preventive actions. • Partner with vendors and OEMs for equipment validation, installation support, and advanced troubleshooting. Commissioning Standards & Documentation • Develop, review, approve, and maintain commissioning procedures, work instructions, and test protocols for both factory and field activities. • Prepare project commissioning test scripts for designated equipment and scopes of work. • Assist with the development & refinement of factory testing standards and acceptance criteria. • Attend factory testing of equipment scheduled for deployment and provide structured feedback to engineering and quality teams. • Develop and maintain standardized commissioning templates for all electrical equipment within the Forgent portfolio. • Ensure commissioning procedures and results support safe operations, regulatory compliance, and customer requirements. Reporting & Tools • Track commissioning activities across assigned projects and prepare comprehensive commissioning reports and closeout packages. • Utilize commissioning and testing software platforms such as CxAlloy, PowerDB, or equivalent tools to support commissioning activities and documentation. • Participate in regular commissioning (Cx) meetings for assigned projects and provide status updates, risk identification, and mitigation plans. Cross-Functional Coordination • Coordinate closely with product engineering, quality, manufacturing, operations, and field service teams to ensure seamless execution. • Interface with general contractors, subcontractors, owner's representatives, and other onsite stakeholders during commissioning activities. • Provide a structured feedback loop to engineering and manufacturing teams to drive continuous improvement in equipment quality, testing procedures, and field performance. Coaching, Mentoring & Services Project Leadership • Lead, train, and mentor a team of field service project managers fostering a culture of technical excellence, accountability, and safety. • Accountable for performance management of field service project management team Develop and oversee training programs to enhance technical competency, safety awareness, and professional growth of field service project management teams. • Identify training & certification opportunities for field service project managers. • Identify needs for additional field service project managers and develop business cases to support hiring and resource expansion. Services Project Oversight & Financial Management • Provide overall oversight of assigned services projects, ensuring execution on schedule, within approved budgets, and aligned with contractual scope. Lead and support Field Service Project Managers in developing and maintaining detailed project plans, resource forecasts, and risk mitigation strategies. Establish and enforce project controls for schedule adherence, cost management, change control, and margin protection across all services engagements. Partner closely with Finance to ensure accurate percent-complete revenue recognition, including timely updates to project cost-to-complete, earned revenue, and forecasted margins. Support services project forecasting, backlog reporting, and financial review cycles, providing clear visibility to leadership on performance, risks, and corrective actions. Ensure consistent and timely project status, financial, and performance reporting to internal stakeholders and executive leadership. Required Qualifications • Minimum 12 years of mission critical infrastructure experience, including at least 6 years supporting data center environments. • Minimum 5+ years of hands-on electrical testing and commissioning experience in critical power environments. • Four-year ABET-accredited degree in Engineering or Engineering Technology (Electrical or Mechanical preferred). • Demonstrated experience commissioning medium- and low-voltage power systems including switchgear, UPS systems, generators, and associated controls. • Strong understanding of safety practices including lock-out/tag-out (LOTO), arc flash mitigation, and commissioning best practices. • Ability to lead teams, mentor technical staff, and manage multiple commissioning efforts concurrently. • Strong communication skills with the ability to interface effectively with customers, contractors, vendors, and internal teams. Preferred Qualifications • Professional Engineer (PE) licensure in Electrical or Mechanical Engineering. • Project Management Professional (PMP) certification. • Hyperscale, AI, or high-performance computing (HPC) data center construction, commissioning, and operations experience. • Prior experience serving as a Commissioning Agent (CxA) or lead commissioning engineer. • Familiarity with IEEE, NFPA, NETA, UL, and IEC standards. • Experience with commissioning platforms such as CxAlloy, PowerDB, or equivalent tools. Work Environment • Regular onsite presence with periods of working remote • Combination of office, factory, and active construction site environments. • Initial travel requirements are limited with focus on the Richmond VA area, but will increase over time to support large projects in other areas Requirements: PIb7b5f6c152c9-9932

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