Job Results
Financial Services
Posted 2 days
Issuer Services Data Governance Lead Analyst, VP
Citi - Jacksonville, FL
Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview The Issuer Services Data Governance Lead Analyst plays a pivotal role in shaping and implementing the organization's data strategy. This includes spearheading initiatives related to: metadata management, data governance and controls, data quality improvement, data standardization, and project management. This role requires someone who is dynamic, flexible, and can easily respond to quickly changing needs. The candidate must have the ability to handle ambiguity and complexity and be able to deliver on multiple responsibilities. Strong communication and diplomacy skills are required to guide, influence, and convince others. Responsibilities: Drive comprehensive business analysis, encompassing the collection, analysis, review, documentation, and communication of critical business needs and requirements. Align these requirements with Enterprise Data Governance and/or Data Risk and Control standards to foster the development of appropriate and effective solutions Support and coordinate with Product lines and functions on the enterprise data governance strategy rollout, including data use case execution, data domain operationalization, and data risk and control implementation Serve as a Subject Matter Expert in data policies, providing critical support and guidance to key data transformation projects across the organization. Management and analysis of data-related issues, tracking of ownership and target dates and associated metrics and reporting Lead activities to drive data quality measurement, produce data quality dashboards, and implement data quality controls to effectively govern data the Issuer Services domain Foster collaborative relationships with colleagues to ensure the timely execution of project milestones, proactively identify and report potential delivery risks, and meticulously track and communicate milestone achievements and changes. Support senior management strategic vision for data delivery within Issuer Services, across the enterprise, and to clients Recommended Qualifications: 6+ years of experience, Banking or Finance industry with relevant experience in a Data Governance, Data Management, Process Engineering or related area Organizational savvy: understands systems, management processes, knows where to go for information and how to interpret them Communicates effectively, develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences; able to drive consensus, and influence relationships at all levels Ability to navigate tight deadlines or unexpected requirement changes, with the ability to anticipate and balance needs of multiple stakeholders Collaborates effectively by building partnerships and working well with others to meet shared objectives Corporate Trust experience a plus Bilingual proficiency in Spanish preferred Education: Bachelor's/University degree, Master's degree a plus - Job Family Group: Data Governance - Job Family: Data Governance Foundation - Time Type: Full time - Primary Location: Jacksonville Florida United States - Primary Location Full Time Salary Range: $113,840.00 - $170,760.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Data Governance, Data Management, Data Quality, Internal Controls, Management Reporting, Policy, Procedure, and Regulation, Program Management, Risk Controls and Monitors. - Other Relevant Skills Constructive Debate, Policy and Procedure, Risk Management. - Anticipated Posting Close Date: Jun 18, 2026 - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Posted 2 days
Sr Executive Assistant
Community First Credit Union of Florida - Jacksonville, FL 32204
Role: The Senior Executive Administrative Assistant provides high level, confidential administrative and strategic support.This role serves as a trusted partner to executive leadership, enabling effective governance, operational efficiency,and executive decision making in a complex, highly regulated $3B financial institution. This dynamic position requires the ability to anticipate needs, think critically, and provide solutions to problems with a high level of professionalism and confidentiality. The position requires exceptional judgment, discretion, organizational sophistication, and the ability to anticipate executive needs while coordinating across departments, the Board of Directors, regulators, and external partners. Major Duties and Responsibilities: Provide comprehensive administrative support including calendar management, meeting coordination, preparation of reports and presentations, travel arrangements, and executive correspondence. Serve as a strategic gatekeeper, managing priorities, screening requests, and ensuring appropriate access to executive leadership. Anticipate executive needs and proactively resolve scheduling conflicts, competing priorities, and logistical challenges. Provide support for meetings, including agenda preparation, material distribution, minute documentation, and follow up on action items. Ensure timely and accurate preparation of materials, maintaining version control and confidentiality. Support governance processes in alignment with credit union bylaws, Board policies, and regulatory expectations. Act as a liaison between executive leadership and internal departments, senior leaders, external partners, vendors, and regulators. Draft, edit, and format executive level communications, presentations, reports, and correspondence. Represent the Executive Office with professionalism, diplomacy, and sound judgment. Track executive action items, deadlines, and strategic initiatives to ensure timely completion and follow through. Support executive projects, special initiatives, and cross functional efforts as assigned. Maintain organized electronic and physical filing systems for executive and governance records. Handle highly sensitive and confidential information with discretion and professionalism. Demonstrate strong awareness of compliance, privacy, and regulatory considerations inherent to a financial institution. Ensure executive administrative practices align with internal controls, policies, and risk management standards. Knowledge and Skills: EXPERIENCE Minimum of 7-10 years of progressively responsible executive administrative support experience. Prior experience supporting a CEO, C-Suite, and/or Board of Directors strongly preferred. Experience within a credit union, bank, or similarly regulated organization required. Core Competencies include • Executive Presence • Discretion & Confidentiality •Accountability & Reliability • Strategic Thinking • Relationship Management • Attention to Detail • Adaptability EDUCATION/CERTIFICATIONS/LICENSES Associate's degree required; Bachelor's degree preferred (Business Administration or related field) INTERPERSONAL SKILLS A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. OTHER SKILLS Advanced executive administrative expertise, preferably in a financial services or regulated environment Exceptional organizational, time management, and prioritization skills High degree of professionalism, discretion,and emotional intelligence Strong written and verbal communication skills, including executive level document preparation Ability to work independently, make sound decisions, and exercise judgment under pressure Proficiency with Microsoft 365 (Outlook, Word, Excel, PowerPoint, Teams) and Board portal technologies Ability to manage complex calendars, confidential information, and competing priorities with accuracy and poise ADA Requirements PHYSICAL REQUIREMENTS Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. WORKING CONDITIONS The position is based at the organizations headquarters in a professional office environment with regular interaction with executive leadership. Occasional extended hours may be required to support Board meetings, executive deadlines, or special initiatives. Community First Credit Union is an Equal Opportunity Employer. Community First values and celebrates diversity in the workplace. 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.
Posted 2 days
Member Experience Center Outbound Sales Rep
Community First Credit Union of Florida - Jacksonville, FL 32204
Role: As an Outbound Sales Representative, the primary responsibility will be to generate and qualify leads, engage potential customers, and close sales deals. This staff member will play a crucial role in promoting and selling products or services, meeting and exceeding sales targets, and contributing to the overall growth and success of the company. Major Duties and Responsibilities: Outbound Calling • Initiate outbound calls to prospective customers with the goal of introducing products or services. • Effectively communicate product features, benefits, and unique selling propositions to include consumer loans, auto, unsecured, and others. • Make referrals to business partners for additional products including mortgages, investment referrals, etc. • Qualify leads by understanding customer needs, budget constraints, and decision-making processes. Relationship Building • Establish and maintain strong relationships with potential customers. • Address customer inquiries and concerns promptly and professionally. • Provide accurate information and guidance to assist customers in making informed decisions. Sales Closing • Work towards achieving and exceeding sales targets. • Close sales deals and finalize contracts with customers. • Collaborate with the sales team and management to ensure a smooth handover of accounts. • Utilize various lead generation tools, databases, and platforms to build a robust pipeline. • Provide member centric compliant sale solutions aligning with Global Sales Principles. • Effectively sell ancillary products including credit life and disability, gap and MRC. Knowledge and Skills EXPERIENCE: A minimum of one year up to three years of similar or related experience, including preparatory experience. EDUCATION/CERTIFICATIONS/LICENSES: High school diploma or equivalent; bachelor’s degree in business or related field is a plus. Previous experience in sales or customer service roles beneficial INTERPERSONAL SKILLS: Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization. • Proven experience in outbound sales or telemarketing. • Strong communication and interpersonal skills. • Excellent negotiation and persuasion abilities. • Familiarity with sales techniques and customer relationship management (CRM) software. • Goal-oriented with a focus on achieving and exceeding sales targets. • Ability to adapt to changing priorities and thrive in a fast-paced environment. Community First is an Equal Opportunity Employer.
Posted 2 days
Executive Assistant to Officer
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Job Description Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology along with some of the most recognized brands globally. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. About the role: The C-Suite Executive Assistant (EA) provides high-level administrative support to executive(s) and their teams, ensuring timely responses, efficient coordination, and seamless execution of daily operations. This role demands agility, discretion, and a proactive mindset to orchestrate schedules, global communications, and cross-functional collaboration with speed and accuracy. This role is required to reside in Jacksonville, FL as you will need to report into the office. This is not a virtual role but may have flexibility for some hybrid days. About the team: You’ll be part of the Executive Assistant Center of Excellence (EA CoE) – a global community redefining what it means to be an EA at FIS. The CoE drives operational excellence, collaboration, and capability building across the EA network. Together, we enable consistent standards, build connections across regions, and elevate the impact of executives we support. Our EAs are trusted strategic partners, not task managers – they anticipate, translate, and deliver with precision. If you’re energized by complexity, grounded in detail, and excited to play a pivotal role in how FIS operates, this is where you belong. What you bring (Required Qualifications): Minimum of 5 years as an Executive Assistant supporting C-suite (President or above) is required to be considered. You must be a self-starter, who needs little to no supervision, is decision maker, and has a strong ability to push back when needed to keep Executive on task. Strong ability to contribute ideas, be part of the leadership team, and be an ambassador for the Executive and team. Experience with coordinating International Travel is required Extensive knowledge of methods and techniques to perform general clerical administrative duties and proficiency in common industry applications. Specific expertise in MS Outlook, MS Word, Excel and PowerPoint, Teams, SharePoint required Ability to follow-through on open items and strong attention to detail Ability to maintain confidentiality, communicate information to others effectively, and maintain accurate records Ability to adapt to change and react to evolving business needs Familiarity with AI-enhanced productivity tools and a willingness to adopt emerging technologies to improve processes and outcomes. Willingness to effectively manage executive calendar and set expectations as needed Willingness and ability to learn new company processes and policies quickly and translate that information to the executive Effective written and verbal communication skills Ability to establish and maintain effective working relationships with executives, employees, clients and public What you will be doing: The Executive Assistant role will involve performing administrative duties for the executive and team to ensure timely responses and quick turn-around times. You will manage the schedule including arranging appointments, travel, meetings, expense management, conference calls, etc. This is a fast-paced and responsive team and they are looking for someone who is technically savvy. Performing various high-level administrative duties including executive and personal assistance to meeting planning, coordination of agenda, and handling meeting requests. Builds strong relationships with other Executive Assistants, enabling close collaboration across teams. Provide "gatekeeper" role, providing a bridge for smooth communication between the executive and stakeholders, demonstrating leadership to maintain credibility, trust, and support with the Executive Team. Work requires analysis and use of initiative and independent judgment, ability to anticipate business needs proactively. Remains knowledgeable of corporate policy. Often called upon to interpret and communicate executive intent to other employees. Exercises judgment within generally defined practices and policies to meet objectives. Works under minimal supervision with excellent customer service, time management and organizational skills. Drive end-to-end preparation for internal and external meetings, serving as a liaison to request materials, align stakeholders, and secure sufficient prep time for the executive. Edits materials for grammar, punctuation, clarity and sentence structure. Distributes prepared materials to appropriate parties, e.g., executives, clients, etc. and revises as directed. Application of communication skills, both written and verbal, to share knowledge and updates effectively and efficiently as needed. Maintains files on correspondence, reports and other records and keeps the executive and the leadership team informed of meeting changes. What we offer you: As part of FIS, we expect you to bring your best every day. That’s why we’ll reward you with exceptional benefits that include: Ample development resources to help advance your skills. Opportunities to help tackle industry-defining challenges and actively redefine the future of financial services and technology. The time to give back to local charities in your community. A collegial environment where collaboration, flexibility and respect are top of mind. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 2 days
BSA/AML Specialist
VyStar Credit Union - Jacksonville, FL 32202
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. BSA/AML Specialist ACCOUNTABILITY STATEMENT Assist the BSA/AML Manager in utilizing the BSA/AML risk mitigation framework that complements the overall Enterprise Risk Management (ERM) function, which is designed to identify, analyze, respond to and monitor internal and external BSA/AML risks across various product and delivery channels and to assist VyStar in achieving its 1) mission to provide quality service and maintain fiscal soundness and 2) strategic goals and objectives. Support the BSA/AML Manager by reviewing and investigating BSA/AML requirements related to FinCEN’s Customer Identification Program (CIP), Beneficial Ownership Information, Currency Transaction Reports (CTRs), and/or monitoring for potentially unusual/suspicious member behavior and transactional activity and complete required Federal and State regulatory processing and reporting requirements. Recommend procedural and/or operational changes as well as any enhancements to the BSA/AML software to increase efficiency, ensure compliance, and to support sound risk-based decision-making processes. The BSA/AML Specialist reports directly to the BSA/AML Manager to support strong communication reporting channels and to recognize the key importance of effective BSA/AML program for VyStar and in support of the overall ERM function. ESSENTIAL JOB FUNCTIONS: BSA/AML Risk Mitigation Framework: Support the BSA/AML Manager in developing and maintaining BSA/AML risk mitigation framework. Maintain effective communications, ensure efficient workflow processing and work with others internally and externally to VyStar. BSA/AML Risk Management: Responsible for the continuous monitoring of activity for specific trends and patterns of activity using the BSA/AML software, which may present an increased risk for fraud losses and/or money laundering activities within VyStar. Risk Intelligent Culture: Assist the VP of BSA Risk Management and BSA/AML Manager in developing, promoting, and implementing a risk intelligent culture by maintaining strong collaborative relationships across the organization. Help to create and foster an increased understanding and awareness of business line managers’ responsibility for risk assessment and management activities in their daily decisions making processes and procedural guidance as it relates specifically to BSA/AML risks. In concert with the ERM function & VP of BSA Risk Management & BSA/AML Manager, provide advice and consult with line managers to support more information risk-based thinking and decision-making skills. BSA/AML Risk Management Function: Establish strong collaboration and sharing of expertise/knowledge between team members and the other areas under ERM and in conjunction with Internal Audit’s assurance services. Specifically, responsible for the following day-to-day functions and activities: Responsible for reviewing account opening documentation and information gathered at account opening, for both individuals and business entities to independently determine if all aspects of the CIP (Customer Information Program) are being followed. Detect exceptions in the account opening process and documentation and be able to categorize them as a Procedure Error or a violation of CIP. Regular monitoring, tracking, and reporting of exceptions to VyStar’s Customer Identification Program (CIP) which are identified during the account opening process. Ensures all required documentation related to entities that have been identified as needing additional due diligence items has been obtained, is completed accurately, and is retained in the BSA/AML software. Review monthly CDD (Customer Due Diligence) alerts to confirm all higher risk entities have been appropriately identified with in the BSA/AML software. Responsible for performing the Currency Transaction Report (CTR) reporting and quality control processes, with strict adherence to accuracy, completeness, and timeliness of submission. Regular monitoring of the CTR dashboard in the BSA/AML software to ensure all submissions are accepted by FinCEN. Ensures adequate documentation exists and is retained in the BSA/AML software to support CTR filings. Be able to understand the qualifications for CTR Exemptions, identify and recommend members eligible for exemptions from CTR filing, and complete initial and annual reviews on new, and existing CTR Exempt members. Research, investigate, and process BSA/AML alerts identifying potentially suspicious activity from the daily/weekly alert queues in a timely manner, in adherence with all applicable regulations and procedures. Responsible for the review of the Sanctions/Watch Lists screening results including, but not limited to, OFAC list, the 314(a) and Politically Exposed Persons (PEPs), determine if there is an exact match, and ensures matches are reported to management within required timeframes. Review and process external requests received from other departments, law enforcement agencies, and other financial institutions. Assist the BSA/AML Investigator in Case file development by collecting pertinent case evidence including documentation, video recordings, member activity logs and other information that may pertain to SAR case evidentiary findings. Keeps abreast of new money laundering schemes to enhance transaction monitoring (e.g., best practices in the industry). Responsible for working independently to identify issues and to proactively keep the BSA/AML Manager and/or the VP of BSA Risk Management informed of notable activities/situations that need to be escalated. Develop/maintain inter-departmental colleague network and individual knowledge to keep abreast of existing/emerging trends within the financial institution industry to proactively mitigate similar risks to VyStar. Works closely with the BSA/AML Manager and team to promote a sense of teamwork and an enterprise-wide proactive risk mitigation approach. Ensure deadlines are met consistently and follow-up activities are completed timely. Successfully complete all required training and assessments (e.g., BSA, Compliance, Information Security, Sexual Harassment, Diversity training, etc.). Maintain strong working proficiency in various business-related systems (e.g., ATLAS, Verafin, CLEAR, Client Workstation, etc.). Maintain moderate to high proficiency in the Microsoft Word (including knowledge of producing form letters and mail merges) and Excel (including use of pivot tables and general data sorting/data table manipulation capabilities.) Consistently communicates with the highest level of professionalism with members, judicial/legal entities, external entities, VyStar employees, etc. Assist the VP of BSA Risk Management & BSA/AML Manager in enhancing and providing applicable BSA/AML training throughout the organization. Participate in training with BSA/AML Investigators in all job duties of the BSA Department to prepare for future career advancement. Perform all other duties assigned by supervisor or manager as this job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the VP of BSA Risk Management & BSA/AML Manager All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance VyStar Excellence Behaviors: Demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of the job. Focus: Focus your full attention by carefully listening to and observing your client or member. Connect: Consistently be friendly and approachable. Demonstrate you care. Understand: Listen empathetically and ask questions. Counsel: Recommend solutions based on your client’s or member’s needs and objectives. Advance: Ensure that member's expectations were exceeded. Verify necessary follow-up action. EDUCATION AND JOB REQUIREMENTS – Professional High school diploma or a GED equivalency is required An Associate degree in a business curriculum or a related field is preferred Experience 2-5 years of retail banking related experience or 1-5 years, experience in a BSA/AML compliance role Knowledge, Skills, and Abilities Maintain an understanding of VyStar’s overall business plan objectives. Competent knowledge and experience with BSA/AML requirements (i.e., Bank Secrecy Act, AML/CIP/OFAC, USA PATRIOT Act, etc.). Competent PC skills and working knowledge of various software applications (e.g., Word, Excel, Access, etc.) is required. Display excellent written, report writing and oral communication skills when interacting through the organization, with vendors and others external to VyStar. Maintain professional composure, objectivity and fairness when dealing with conflicts and sensitive matters. Display attention to detail and accuracy, ability to multi-task and meet established deadlines. Exhibit sound judgment, problem solving, and analytical skills. Display high level of ethical integrity and the ability to maintain confidential and sensitive information appropriately. Demonstrate due professional care and the highest standards of professional competency. Maintain collaborative relationships across the organization and continuously display a strong sense of teamwork. Certifications A professional BSA/AML certification is preferred. Obtain necessary continuing professional education hours to retain professional certification as applicable and continuously build individual knowledge. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 2 days
Relationship Specialist I (West Jacksonville Cluster)
VyStar Credit Union - Jacksonville, FL 32210
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. This role is a unique floating full-time position that will be supporting multiple branch locations called a cluster. This opening will specifically support the following VyStar branch location cluster: Chaffee Pointe Normandy Roosevelt (training/primary location) 103rd St. Additionally, candidates must be willing to be hired at any of these branch locations when a nonfloater opening becomes available. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 2 days
Relationship Specialist I (West Jacksonville Cluster)
VyStar Credit Union - Jacksonville, FL 32210
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. This role is a unique floating full-time position that will be supporting multiple branch locations called a cluster. This opening will specifically support the following VyStar branch location cluster: Chaffee Pointe Normandy Roosevelt (training/primary location) 103rd St. Additionally, candidates must be willing to be hired at any of these branch locations when a nonfloater opening becomes available. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 2 days
Relationship Specialist I (West Jacksonville Cluster)
VyStar Credit Union - Jacksonville, FL 32221
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. This role is a unique floating full-time position that will be supporting multiple branch locations called a cluster. This opening will specifically support the following VyStar branch location cluster: Chaffee Pointe Normandy Roosevelt (training/primary location) 103rd St. Additionally, candidates must be willing to be hired at any of these branch locations when a nonfloater opening becomes available. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 2 days
Relationship Specialist I (West Jacksonville Cluster)
VyStar Credit Union - Jacksonville, FL 32221
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. This role is a unique floating full-time position that will be supporting multiple branch locations called a cluster. This opening will specifically support the following VyStar branch location cluster: Chaffee Pointe Normandy Roosevelt (training/primary location) 103rd St. Additionally, candidates must be willing to be hired at any of these branch locations when a nonfloater opening becomes available. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 2 days
Premium Elite Relationship Manager
Bank of America - Jacksonville, FL 32256
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This role is responsible for helping clients with complex trading, servicing and relationship needs. Key responsibilities include managing a book of high-net-worth, self-directed clients, serving as their primary point of contact for all trading needs, operating autonomously to constantly search for opportunities to enhance client delight and advancing our standing as the client's sole financial institution. Licensing requirements are as follows: Series 7 and 66 or their equivalent. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needs Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetration Takes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet share Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations Executes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experience Develops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategies Works seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processes Required Qualifications: Minimum 3 - 5 years of investment, trading and brokerage experience required Experience with advanced trading strategies, options, fixed income, and margin required Series 7 and 66 licensing required Confident and engaging presence Sound decision making skills with ability to manage risk and overall client experience Strong analytical and organizational skills Strong interpersonal skills and the ability to work in a team environment Ability to handle multiple tasks in a dynamic environment For internal employees; participation in a work from home posture does not make you ineligible to post Desired Qualifications: Wealth management and private client experience Knowledge of the Enterprise platforms (US Trust, BAC, Advisory) Additional Skills Used: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Risk Management Trading Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40