Job Results
Financial Services
Posted 4 weeks
Accounting Associate
KLS Martin Group - Jacksonville, FL 32246
Job Summary KLS Martin is seeking a detail-oriented and process-minded Accounting Operations Associate to own our day-to-day accounts receivable and accounts payable transaction cycles. This role is the backbone of our cash application, billing, and vendor payment processes, and is a key partner to the broader accounting team in maintaining accurate, timely, and well-controlled financial records as our company continues to grow. Essential Functions, Duties, and Responsibilities Accounts Receivable Apply daily cash receipts (lockbox, ACH, wire, credit card) to customer accounts accurately and timely. Research and resolve short-pays, unapplied cash, payment discrepancies and escalate root-cause issues with Customer Care Department. Perform desktop check deposit process. Accurately perform the Canadian customer check deposit process; Confirm all deposits are properly credited into the company’s bank account Accounts Payable Create and maintain vendor master records, including setup of new vendors and associated banking/payment templates in accordance with policy. Enter and investigate vendor invoices according to department procedures and research/resolve discrepancies with vendors/internal stakeholders. Process payment proposals for review and approval, and prepare payment runs (check, ACH, wire) in accordance with vendor terms and cash management guidelines. Monitor and address incoming emails to the accounts payable, vendor set up and accounting email boxes and respond to vendor inquiries professionally and promptly. Reconcile the AP sub-ledger to the general ledger; assist with accrual support at month-end. Perform full-cycle cash disbursement processes according to department policy and procedure; Includes initiating domestic and international payments by check, ach and/or wire, voiding/canceling payments, and internally clearing payments; Match remittance documentation to payments; Maintain department payment registers to record all payments issued or voided/canceled. Concur responsibilities Audit & approve expense reports according to company policies, procedures and timelines Address expense report questions from employees in a courteous, knowledgeable, and timely manner Coordinate resolution of non-compliant expense reimbursements Perform daily extract to SAP and balance nightly interface totals; Coordinate and escalate variances or system issues. Other responsibilities Prepare and distribute the daily loan balance and/or weekly cash reports Assist with weekly/monthly reconciliations, process payments and report on internal and external vendors Complete required general ledger journal entries and general ledger account reconciliations within specified timelines Assists as needed with Company audits requests for support Perform month end procedures and other departmental job duties as assigned Identify opportunities to automate manual AR/AP tasks (e.g., auto-cash application rules, invoice capture/OCR, payment workflows) and recommend solutions. Document and maintain up-to-date standard operating procedures for AR/AP processes. Comply with established internal controls over cash receipts and disbursements, including segregation of duties, to safeguard company assets. Educational and Experience Requirements High school diploma or equivalent. Two years AR/AP experience or equivalent combination of education and experience. Proficient user of Microsoft Office applications Prior experience in SAP Basic mathematical concepts (add, subtract, multiply, divide) Knowledge, Skills, and Abilities Strong attention to detail for high-volume transaction processing, cash application, and reconciliations. Adhere and support KLS Martin’s quality and safety policies and procedures. Ability to retrieve and interpret documentation. Able to work in a team setting and independently under minimum supervision Strong interpersonal skills with the ability to effectively communicate at all levels internally as well as externally. Problem solving & Decision Making / Adaptability & Flexibility High level of customer service displaying positive attitude. Ability to work with minimal supervision.
Posted 4 weeks
Staff Accountant
Feeding Northeast Florida - Jacksonville, FL 32254
Description: Title: Staff Accountant Job Group Category: Exempt Type: Full Time Unit: Finance Schedule: Monday – Friday, occasional weekends Hours: 8:00am – 4:30pm Direct Reports: No Reports to: Accounting Manager About Feeding Northeast Florida: Feeding Northeast Florida (FNEFL) is the region’s largest nonprofit (501c3) food bank and hunger relief network. FNEFL provides nutritious foods and other essential goods to those in need and strives to improve the quality of life for people living in and around Northeast and North Central Florida by addressing food insecurity, poverty and poor health. Alongside out network of food distribution, agency and community partners, the Food Bank provides food resources and hope to help all people living in our 12-county service area (Alachua, Baker, Bradford, Clay, Duval, Flagler, Gilchrist, Levy, Nassau, Putnam, St. John’s and Union) who struggle to feed themselves and their families. Feeding Northeast Florida works daily to find solutions to address the issues of food insecurity and poverty through awareness, advocacy, education, and action in ways that promote dignity, respect and empowerment. For more information, visit www.feedingnefl.org Position Summary: This position is responsible for a variety of accounting and administrative functions, as well as following proper accounting procedures. Under the direction of the Accounting Manager, this position implements and maintains internal controls to ensure the safeguard of the organization’s assets. Principal Duties and Responsibilities: Cash receipts processing, including investigation and answering inquiries Work with Philanthropy Department to ensure that donors receive accurate gift acknowledgements Accounts Receivable processing and account balance maintenance Accounts payable processing and follow up with vendors as needed to include Review all incoming invoices for proper coding and approval Verify that invoice has not already been paid before entry Match receiving, purchasing, and vendor invoice documents for all food purchases Credit card coding and entry into accounting software Collect receipts and match them to statement Code expenses per chart of accounts and budget Enter purchases and payments into the accounting software Enter other journal entries as requested Monthly reconciliation of balance sheet accounts, excluding fixed assets and inventory Maintain adequate documentation for all financial transactions Process bi-weekly payroll and prepare appropriate payroll reports Prepare grants financial reports Assist with preparation for the annual financial audit, IRS Form 990, and budget Assist with inventory, grants, capital campaign, events, and other initiatives Make recommendations to the Accounting Manager Administrative and other duties as assigned by the Accounting Manager Job Qualifications: Bachelor’s degree in Accounting or equivalent Significant experience in Accounts Payable and Disbursements Minimum 2-3 years of experience in accounting Understanding of accounting principles and general ledger transactions Experience with financial system software; NetSuite preferred High level of proficiency in Microsoft Excel and Word Strong interpersonal communication, writing, and organization Good reasoning ability and sound judgment Competencies: Commitment to fulfilling Feeding NEFL’s mission and positively representing the organization both internally and externally Highly developed oral, written, and advanced computer skills Must have attention to detail and high level of accuracy Ability to work independently as well as on a team Must be able to maintain confidentiality Excellent planning and organizational skills, including ability to meet deadlines Ability to work in a warehouse environment with background noise and interruptions Work Environment: This position is in an office/warehouse environment and requires a flexible schedule and travel to accommodate FNEFL events. Work is performed indoors and outdoors with regular exposure to all weather conditions. In instances of a federal, state, or local declared emergency, FNEFL is typically considered an essential service and emergency responder; all employees may be called in to perform regular or emergent duties. Physical Demands: The ability to perform the following physical activities are necessary in the performance of this job: Sit and use a computer for long periods of time; use a computer to accomplish the duties of the position (including typing and seeing); read and write in English; think strategically, communicate expectations, and establish priorities. The physical demands and work environment characteristics described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. The above job description is not an exhaustive list of duties, responsibilities, and skills of the position. Incumbents will follow any other instructions and perform other related duties assigned by their supervisor. Requirements: Job Qualifications: Bachelor’s degree in Accounting or equivalent At least 2-3 years of experience in accounting Understanding of accounting principles and general ledger transactions Experience with financial system software High level of proficiency in Microsoft Excel and Word Strong interpersonal communication, writing, and organization Good reasoning ability and sound judgment Competencies: Commitment to fulfilling Feeding NEFL’s mission and positively representing the organization both internally and externally Highly developed oral, written, and advanced computer skills Must have attention to detail and high level of accuracy Ability to work independently as well as on a team Must be able to maintain confidentiality Excellent planning and organizational skills, including ability to meet deadlines Ability to work in a warehouse environment with background noise and interruptions Ability to handle multiple priorities Good Conflict Resolution skills Effective Communication skills Work Environment: This work is performed primarily in an office environment while sitting at a computer terminal for extended periods of time. May involve periodic lifting and carrying of items that may weigh up to 50 pounds. May work outside normal working hours and drive own vehicle for various projects daily. Must be friendly, outgoing, and helpful to donors, volunteers, volunteer coordinators, and FNEFL staff Physical Demands: The physical demands and work environment characteristics described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. The above job description is not an exhaustive list of duties, responsibilities, and skills of the position. Incumbents will follow any other instructions and perform other related duties assigned by their supervisor.
Posted 4 weeks
SR. ANALYST, CORPORATE DEVELOPMENT
Crowley Maritime Corporation - Jacksonville, FL 32225
Overview: Who We Are: As a privately held, U.S.-owned and operated company, Crowley provides services to 36 nations and island territories. Our purpose is to bravely advance what's possible to elevate people and planet, with our core values of Integrity, Sustainability and Drive guiding everything we do. By expanding and innovating our services, we have expanded our footprint in services within the Logistics, Land Transportation, Shipping, Wind and Fuel industries. Crowley and its affiliated companies have generated more than $3.5 billion in annual revenue through our people's focus on excellence and a culture that values everyone's voices and collaboration. To continue laying the groundwork and challenge what's possible for our business, we seek to partner with individuals ready to elevate their careers with us. Work Arrangement: Hybrid What You'll Do: The Senior Analyst, Corporate Development supports Crowley’s enterprise growth, investment, and strategic transaction priorities across acquisitions, joint ventures, strategic partnerships, divestitures, and major strategic projects. This role is responsible for advanced financial analysis, valuation, market intelligence, diligence coordination, business case development, and preparation of executive-ready investment materials. The Senior Analyst operates independently on significant analytical workstreams, partners cross-functionally with business and functional leaders, and provides technical guidance to analysts while building readiness for broader transaction and initiative leadership. Responsibilities: Key Responsibilities: Lead analytical and execution workstreams for acquisitions, joint ventures, strategic partnerships, divestitures, and other corporate development initiatives. Coordinate due diligence activities with internal stakeholders, business leaders, functional partners, and external advisors to ensure timely completion of required analysis and deliverables. Analyze financial, operational, commercial, market, and strategic information to identify transaction risks, value creation opportunities, dependencies, and decision points. Prepare transaction summaries, management presentations, diligence updates, and investment committee materials that clearly communicate findings, assumptions, risks, and recommendations. Build, maintain, and enhance complex financial models, including discounted cash flow, comparable company analysis, precedent transaction analysis, returns analysis, scenario modeling, and sensitivity analysis. Develop investment cases and strategic recommendations supported by quantitative analysis, business assumptions, risk assessment, and alignment to enterprise priorities. Maintain ownership of assigned portions of the enterprise strategic opportunity pipeline, including target tracking, opportunity screening, research, and status updates. Support business case development and validation for major strategic projects, growth initiatives, capital investments, and enterprise priority work. Serve as a technical resource and informal mentor to analysts and cross-functional partners on valuation, diligence, research, and presentation development. Qualifications: Education & Credentials: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Strategy, or related field required. MBA, CFA, CPA, CVA, or similar professional designation preferred. Experience: Minimum of 5–8 years of progressive experience in corporate development, investment banking, private equity, management consulting, strategic finance, business development, transaction advisory, or a related field. Demonstrated experience supporting mergers and acquisitions, joint ventures, strategic partnerships, divestitures, capital investment analyses, financial modeling, business case development, or strategic project evaluation required. Experience in transportation, maritime, logistics, energy, infrastructure, government services, or complex operational environments preferred. Experience with research, market intelligence, valuation, or transaction platforms such as Capital IQ, AlphaSense, PitchBook, FactSet, Bloomberg, or similar tools preferred. Technical Skills: Advanced financial modeling, valuation, and investment analysis capability, including discounted cash flow, comparable company, precedent transaction, returns, scenario, and sensitivity analyses. Advanced proficiency with Microsoft Excel, PowerPoint, Word, and collaboration tools required. Strong financial statement analysis, accounting fluency, business case development, transaction diligence, data room management, target research, market intelligence, pipeline tracking, and executive-level synthesis required. Job Scope: Supports enterprise and business unit growth, corporate development, strategic transaction, and capital allocation priorities. This role contributes to decision quality by developing rigorous analyses, coordinating cross-functional inputs, identifying risks and opportunities, and preparing materials used by leadership to evaluate strategic options. Other: May require periodic travel to business locations, diligence meetings, advisor sessions, leadership reviews, or transaction-related activities. Must be able to manage confidential information with discretion and operate with sound judgment in sensitive business situations. Competencies: Strategic Thinking; Business Acumen; Financial Analysis; Deal Evaluation; Executive Communication; Project Leadership; Influence Without Authority; Analytical Problem Solving; Cross-Functional Collaboration; Attention to Detail. Working Conditions: Primarily office-based or hybrid work environment with regular use of computer, financial modeling, presentation, research, and collaboration tools. Work may require flexibility to support transaction timelines, executive review cycles, diligence deadlines, and time-sensitive strategic priorities. What We Offer? We inspire top talent by offering a comprehensive and competitive package that supports the diverse needs of our people—on land, at sea, in offices, and remotely. Our Total Rewards include: Competitive pay with recognition programs Comprehensive benefits: medical, dental, and vision insurance, life and disability coverage, and paid vacation and holidays Leave and family support: parental leave and sick leave Learning and growth: access to training and development for continuous skill development Well-being resources: Employee Assistance Program, wellness program, and gym membership discounts At Crowley, we invest in you—your success, your health, and your future.
Posted 4 weeks
Global Financial Crimes Investigations 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing oversight of financial crimes investigation activities, including the performance of end-to-end investigations/ investigations support functions of external activities across one or more lines of business. Key responsibilities include overseeing investigative efforts related to fraud, money laundering, or terrorist financing, ensuring timely and accurate reporting of suspicious activity, and managing interactions with Law Enforcement as required. Job expectations include ensuring significant issues and financial crimes trends are effectively reported. Responsibilities: Oversees investigative efforts, reviewing and approving cases and ensuring the delivery of timely and accurate regulatory reporting Provides oversight of a team of Investigators or activities performing end-to-end investigations of financial crimes activities Ensures that the completion of Suspicious Activity Reports is conducted in a timely and accurate manner for submission to regulators and/or law enforcement, while providing review and oversight Reviews facts of the investigation, and escalates risk to senior stakeholders and partners with Front Line Units to resolve Leads quality control functions, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities in an investigative support role Evaluates internal controls to ensure they are working effectively by identifying weaknesses or gaps Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Required Qualifications: Minimum of five years of relevant experience Desired Qualifications: Bachelor's Degree in related field Experience in financial services and/or a related government entity Certified Anti-Money Laundering Specialist (CAMS) Skills: Coaching External Resource Management Investigation Management Regulatory Compliance Issue Management Policies, Procedures, and Guidelines Management Risk Management Strategy Planning and Development Written Communications Analytical Thinking Critical Thinking Fraud Management Reporting Talent Development Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 4 weeks
Commercial Relationship Manager
Regions Financial - Jacksonville, FL 32202
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Commercial Relationship Manager III focuses on the delivery of tailored client solutions across a broad range of products and services within a dedicated geographic area and primarily targets clients generally with revenues up to $50MM - $75MM. Primary Responsibilities Identifies, prioritizes and develops relationship strategy for high-value retention / expansion clients and acquisition targets Delivers knowledgeable advice and solutions, institutionalizes client relationships, and optimizes revenue opportunities to the Commercial Bank Isolates current and emerging client needs and proactively introduces solutions Identifies and works with relevant business partners in a team-based delivery model Plans and executes quality client/prospect calls, centered around advice-driven delivery Manages transaction processes from initial engagement through final close, including structure, pricing, internal approval / compliance processes and documentation Exercises credit acumen and pricing discipline Develops consistent practices learned through the Relationship Management Process and relevant credit training This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. Requirements Bachelor’s degree and five (5) years experience in Commercial Banking or eight (8) years experience in closely related client-facing financial services Or High school diploma or GED and nine (9) years experience in Commercial Banking or twelve (12) years experience in closely related client-facing financial services Preferences Commercial Banking experience Relevant graduate degree Relationship Management experience Credit/Analyst experience Skills and Competencies Developed negotiation abilities Developed verbal and written communication skills Positive reputation and network of industry contacts Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.) Developed analytical and problem-solving skills Proficient business acumen Proficient credit acumen **This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience** Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $111,630.00 USD Median: $140,190.00 USD Incentive Pay Plans: This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits Location Details Jacksonville Florida Main Location: Jacksonville, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Posted 4 weeks
Business Analyst
Brightway Insurance - Jacksonville, FL 32256
Scope The Business Analyst will be a key contributor to our organization, working closely with the Executive Leadership team to drive operational improvements, digital transformations, and leverage data science for organizational growth. This role requires strong analytical and quantitative skills, proficiency in financial modeling, and exceptional communication abilities to collaborate effectively with internal teams, private equity sponsors, and external stakeholders. Continue your career at Brightway Insurance while not only focusing on mathematics but incorporating the numbers into real world applications. Job Responsibilities Work closely with Executive Leadership Team to implement operational improvements, digital transformations, and leverage data science capabilities for growth. Develop financial models to evaluate investment opportunities and support decision-making processes. This includes scenario analysis, return projections, and valuation assessments. Aggregates and performs statistical analysis on business data based on requests from project teams or senior leadership. Integrates data from multiple data sources or functional areas, ensures data accuracy and integrity, and updates data as needed. Writes queries or reports to provide data for various analytical projects. Interprets data to identify business trends, conduct root cause analysis of business problems, or suggest areas for process improvement. Collaborate with cross-functional internal teams, PE sponsors, and external stakeholders to drive successful outcomes. Evaluate and create performance metrics dashboards to drive performance management across the organization and help Executive Leadership Team set organizational benchmarks Prepare board materials, quarterly reports, and presentations for Executive Leadership Team and external stakeholders. Skills, Licenses, Certifications Exceptional interpersonal and communication skills, capable of working effectively in a team and with senior executives. Self-starter with a high level of initiative, attention to detail, and the ability to manage multiple projects simultaneously. Strong organizational, written and verbal communication skills Education and Experience Bachelor's degree with experience in business, finance, mathematics, economics, and/or related field, with record of strong academic performance; Master's degree preferred. 2+ years’ experience with strong analytical and quantitative skills, with proficiency in leveraging large datasets to perform financial impact analysis About Brightway Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation’s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development. We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets. Equal Employment Opportunity: Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law. We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.
Posted 4 weeks
Senior Branch Premier Banker Fernandina Beach
Wells Fargo - Fernandina Beach, FL 32034
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you’ll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You’ll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions. In this role you will: Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program. Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Experience recommending financial products and translating customer goals into clear, actionable recommendations Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments Experience coaching or supporting peers to strengthen team performance and customer impact Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments 3+ years of experience in a licensed financial services position Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Job Expectations: Ability to work a schedule that will include most Saturdays This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required. For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations. Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship Branch Location: Five Points-1860 S 8th Street Fernandina Beach, FL 32034 Posting End Date: 6 Aug 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Posted 4 weeks
Relationship Banker/Senior Relationship Banker – Amelia Island
Truist - Amelia Island, FL 32034
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) English Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Cross-trained to support teller transactions as needed. Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering and selling products and services with a focus on developing, expanding and retaining relationships. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Associate's degree or equivalent education and related training 2. Three years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Knowledge of bank operations, policies and procedures 5. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 6. Demonstrated proficiency in basic computer applications, such as Microsoft Office 7. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements Preferred Qualifications: 1. Bachelor's degree 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Posted 4 weeks
Universal Banker – Jacksonville Southpoint
SouthState Bank - Jacksonville, FL 32216
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers’ financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards. Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered. Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position. Presents a neat and professional personal appearance, in accordance with bank policy. Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act. Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options. Teller Duties: Processes transactions for savings, checking, and loan accounts. Maintains a neat and orderly work area. May assist in guiding and training new tellers. May allow customers access to safe deposit boxes. Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures. Sells certified checks. Balances transactions daily. May service/balance ATM. May utilize the branch capture system. Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow. Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices. FSR Duties: Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits. Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them. Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services. Is knowledgeable of financial services offered by the bank. Shows sincere appreciation for each customer’s time and business. Gives business card if not already given. Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices. Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed. UNIVERSAL BANKER FUNCTIONS One year of teller or cash handling experience and six months customer relationship building or sales experience Demonstrated expertise in the Teller II and basic FSR job functions Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities Other duties as assigned Qualifications, Education, and Certification Requirements Education : High School diploma or equivalent Experience : Cash handling, sales, customer service. Previous banking experience preferred. Specific Knowledge : Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English TRAINING REQUIREMENTS/CLASSES The SouthState Way New Team Member Orientation Teller Foundations Banker Foundations All assigned Regulatory Compliance Training Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience PHYSICAL DEMANDS Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. WORK ENVIRONMENT This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks. TRAVEL Travel may be required to come to meetings or training as needed. Work Location: 7077 Bonneval Rd Suite 110 Jacksonville, Florida 32216 Equal Opportunity Employer, including disabled/veterans.
Posted 4 weeks
Analyst, Finance, Firehouse Subs, US&C
Firehouse Subs - Jacksonville, FL 32246
Ready to make your next big professional move? Join us on our journey to achieve our big dream of building the most loved restaurant brands in the world. Restaurant Brands International Inc. is one of the world's largest quick service restaurant companies with nearly $45 billion in annual system-wide sales and over 32,000 restaurants in more than 120 countries and territories. RBI owns four of the world's most prominent and iconic quick service restaurant brands – TIM HORTONS®, BURGER KING®, POPEYES®, and FIREHOUSE SUBS®. These independently operated brands have been serving their respective guests, franchisees and communities for decades. Through its Restaurant Brands for Good framework, RBI is improving sustainable outcomes related to its food, the planet, and people and communities. RBI is committed to growing the TIM HORTONS®, BURGER KING®, POPEYES® and FIREHOUSE SUBS® brands by leveraging their respective core values, employee and franchisee relationships, and long track records of community support. Each brand benefits from the global scale and shared best practices that come from ownership by Restaurant Brands International Inc. Job Summary: Reporting to the Sr. Manager, Finance, FHS, US&C, the Analyst, Finance, FHS, US&C will play a key role in supporting the financial management of various initiatives within Firehouse Subs. This includes assisting with expense management, financial administration for capital expenditure (Capex) projects, and participating in the month-end closing and reporting processes. The ideal candidate will be a hands-on, collaborative team player with strong interpersonal and communication skills. They must possess a solid understanding of finance and accounting principles and be able to effectively convey financial information to a variety of audiences. Roles & Responsibilities: Financial Reporting: Perform variance analysis, comparing actual results to budgets, forecasts, and prior-year figures for internal reporting purposes. Assist in managing the P&L by preparing monthly, quarterly, annual, and long-term budgets and forecasts. Project Financial Support: Assist in tracking and managing budgets for Capex and operational projects. Prepare financial analysis to support project decisions and contract negotiations. Financial Analysis: Provide ad hoc financial support, including modeling and analysis, for various projects and initiatives, delivering actionable insights. Analyze financial trends and key performance indicators to identify risks, opportunities, and performance drivers across the business. Skills & Qualifications: 1+ year of experience in finance, accounting, or a related analytical role. Proficiency with modern financial software and applications, such as Microsoft Office Suite and ERP systems. Comfort working with AI tool and the ability to create AI-enhanced workflows. Strong organizational skills, with the ability to deliver high quality work within tight deadlines. Excellent interpersonal and communication skills, with the ability to collaborate effectively across teams. Proactive, growth-oriented mindset with a high degree of ownership, curiosity, and initiative. #firehouse Benefits at all of our global offices are focused on physical, mental and financial wellness. We offer unique and progressive benefits, including a comprehensive global paid parental leave program that supports employees as they expand their families, free telemedicine and mental wellness support. Restaurant Brands International and all of its affiliated companies (collectively, RBI) are equal opportunity and affirmative action employers that do not discriminate on the basis of race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or veteran status, or any other characteristic protected by local, state, provincial or federal laws, rules, or regulations. RBI's policy applies to all terms and conditions of employment. Accommodation is available for applicants with disabilities upon request.