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Accounting / Finance Jobs
Full Time
2/10/2025
Spring Green, WI 53588
(23.6 miles)
Application Deadline:03/30/2025Address:209 E Jefferson StreetJob Family Group:Retail Banking Sales & ServiceDelivers 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 with BMO partners to deliver the desired customer experience and achieve overall business objectives.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.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 branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches 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.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.Salary:$41,715.00 - $63,700.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:https://jobs.bmo.com/global/en/Total-RewardsAbout UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at http://jobs.bmo.com/us/enBMO 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.
Full Time
2/16/2025
Oregon, WI 53575
(40.2 miles)
Application Deadline:02/27/2025Address:127 Jefferson StreetJob Family Group:Retail Banking Sales & ServiceDelivers 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 with BMO partners to deliver the desired customer experience and achieve overall business objectives.Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless execution.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).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 branch customer experience.Contributes to business results and the overall experience delivered in the branch.May work at multiple branches 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.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping 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.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Salary:$41,715.00 - $50,000.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:https://jobs.bmo.com/global/en/Total-RewardsAbout UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at http://jobs.bmo.com/us/enBMO 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.
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2/15/2025
Apple River, IL 61001
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2/15/2025
Apple River, IL 61001
(25.5 miles)
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Full Time
2/14/2025
Mount Horeb, WI 53572
(24.1 miles)
Occupational Therapist Career Opportunity Your Calling, Close to Home and HeartAre you in pursuit of a career that's more than a job, one that aligns with your heart and community We believe in the power of creating positive change within local communities through exceptional Occupational Therapy services, empowering individuals toward independence and an improved quality of life. Envision the opportunity to profoundly impact patients' lives, providing vital care and support, and contributing to inspiring outcomes. If this resonates, you're in the right place. As an Occupational Therapist, your role thrives on recognizing the significance of small victories in driving substantial change. Utilize your specialized skills to deliver top-tier, compassionate, and personalized care to our rehabilitation patients. Embrace a supportive team environment infused with motivation and joy in their work, granting access to cutting-edge technology. Start a rewarding career with comprehensive benefits, ensuring your peace of mind and professional growth from day one. Welcome to a fulfilling career journey where your care brings lasting impact and personal fulfillment. A Glimpse into Our WorldWhether you're laying the foundation of your career or a seasoned Occupational Therapist in search of a nurturing environment to call home, we are confident you'll feel the difference the moment you join our team. Being at Encompass Health means being a part of a growing national inpatient rehabilitation leader. We take pride in our career growth opportunities and the collaborative spirit of our team members, united for the greater good of our patients. Our recognitions, including being named one of the "World's Most Admired Companies" and receiving the Fortune 100 Best Companies to Work For® Award, make us immensely proud. Benefits That Begin With YouOur benefits are designed to support your well-being and start on day one:• Affordable medical, dental, and vision plans for both full-time and part-time employees and their families.• Generous paid time off that accrues over time.• Tuition reimbursement and continuous education opportunities for your professional growth.• Company-matching 401(k) and employee stock purchase plans, securing your financial future.• Flexible spending and health savings accounts tailored to your unique needs.• A vibrant community of individuals who are passionate about what they do. Be the Occupational Therapist You've Always Aspired to BeYour impactful journey involves:• Providing direct care to patients in need of occupational therapy.• Guiding patients by supervising care and treatments, leading patient assessments, creating personalized care plans, and targeting and resolving patient concerns.• Building meaningful relationships with patients by dedicating time to understand their physical, mental, and emotional needs for a successful recovery.• Celebrating patient victories along the way. Qualifications• Current licensure or certification required by state regulations.• CPR certification.• Master's Degree preferred, or Bachelor's Degree plus sufficient experience in the field. The Encompass Health WayWe proudly set the standard in care by leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post-acute care with over 150 nationwide locations and a team of 36,000 exceptional individuals and growing!At Encompass Health, we celebrate and welcome diversity in our inclusive culture. We provide equal employment opportunities regardless of race, ethnicity, gender, sexual orientation, gender identity or expression, religion, national origin, color, creed, age, mental or physical disability, or any other protected classification.We're looking forward to meeting you, and we truly mean that. Join our family, and let's make a positive impact together.
Full Time
2/14/2025
Mount Horeb, WI 53572
(24.1 miles)
Occupational Therapist Career Opportunity Your Calling, Close to Home and HeartAre you in pursuit of a career that's more than a job, one that aligns with your heart and community We believe in the power of creating positive change within local communities through exceptional Occupational Therapy services, empowering individuals toward independence and an improved quality of life. Envision the opportunity to profoundly impact patients' lives, providing vital care and support, and contributing to inspiring outcomes. If this resonates, you're in the right place. As an Occupational Therapist, your role thrives on recognizing the significance of small victories in driving substantial change. Utilize your specialized skills to deliver top-tier, compassionate, and personalized care to our rehabilitation patients. Embrace a supportive team environment infused with motivation and joy in their work, granting access to cutting-edge technology. Start a rewarding career with comprehensive benefits, ensuring your peace of mind and professional growth from day one. Welcome to a fulfilling career journey where your care brings lasting impact and personal fulfillment. A Glimpse into Our WorldWhether you're laying the foundation of your career or a seasoned Occupational Therapist in search of a nurturing environment to call home, we are confident you'll feel the difference the moment you join our team. Being at Encompass Health means being a part of a growing national inpatient rehabilitation leader. We take pride in our career growth opportunities and the collaborative spirit of our team members, united for the greater good of our patients. Our recognitions, including being named one of the "World's Most Admired Companies" and receiving the Fortune 100 Best Companies to Work For® Award, make us immensely proud. Benefits That Begin With YouOur benefits are designed to support your well-being and start on day one:• Affordable medical, dental, and vision plans for both full-time and part-time employees and their families.• Generous paid time off that accrues over time.• Tuition reimbursement and continuous education opportunities for your professional growth.• Company-matching 401(k) and employee stock purchase plans, securing your financial future.• Flexible spending and health savings accounts tailored to your unique needs.• A vibrant community of individuals who are passionate about what they do. Be the Occupational Therapist You've Always Aspired to BeYour impactful journey involves:• Providing direct care to patients in need of occupational therapy.• Guiding patients by supervising care and treatments, leading patient assessments, creating personalized care plans, and targeting and resolving patient concerns.• Building meaningful relationships with patients by dedicating time to understand their physical, mental, and emotional needs for a successful recovery.• Celebrating patient victories along the way. Qualifications• Current licensure or certification required by state regulations.• CPR certification.• Master's Degree preferred, or Bachelor's Degree plus sufficient experience in the field. The Encompass Health WayWe proudly set the standard in care by leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post-acute care with over 150 nationwide locations and a team of 36,000 exceptional individuals and growing!At Encompass Health, we celebrate and welcome diversity in our inclusive culture. We provide equal employment opportunities regardless of race, ethnicity, gender, sexual orientation, gender identity or expression, religion, national origin, color, creed, age, mental or physical disability, or any other protected classification.We're looking forward to meeting you, and we truly mean that. Join our family, and let's make a positive impact together.
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