Job Results
Financial Services
Posted 3 weeks
Associate Client Service Manager (Senior Living)
Gallagher - Jacksonville, FL 32224
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview At Gallagher, we’re looking for an Associate Client Service Manager to join our Commercial team. In this role, you’ll lead efforts to deliver exceptional service and solutions to our clients. You’ll work closely with your team and clients to build strong relationships, solve challenges, and ensure every interaction adds value. This is your opportunity to grow your career while making a meaningful impact. How you'll make an impact You’ll take the lead in managing client relationships and ensuring their needs are met. From guiding the renewal process to mentoring team members, you’ll play a key role in delivering high-quality solutions. You’ll also help secure existing business, explore opportunities for additional services, and ensure compliance with industry standards. Here’s what you’ll do: Manage the renewal process by compiling information, analyzing needs, and delivering tailored solutions to ensuring proper coverage Build and maintain strong relationships with clients through timely responses and strong customer service Support your team in addressing client risk management needs through consultative conversations and personalized strategies. Conduct regular audits to ensure compliance with regulations and maintain high service standards. Maintain accurate and up-to-date client and policy data using Gallagher’s systems and performing audits Use Gallagher’s technology to enhance productivity, streamline processes, and deliver quality results. Mentor junior team members by providing transparent feedback, encouraging continuous learning, and fostering professional growth. Manage multiple priorities effectively, ensuring all tasks are completed on time and meet client expectations. About You Here’s what you’ll bring to the role: Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience A Property and Casualty Insurance License. Proficiency in Microsoft Office. A desire to build relationships and deliver results. Adaptability and resilience in managing shifting priorities. A collaborative mindset to work with teams across Gallagher. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Posted 3 weeks
Commercial Analyst FP&A
Mac Papers and Packaging - Jacksonville, FL 32207
The Commercial Analyst, FP&A will report to the Manager, FP&A Manufacturing and is responsible for proactively delivering relevant, actionable analyses and recommendations to senior leadership team and internal business partners. This position must influence business partners and drive decisions that will improve performance and help the business meet or exceed its objectives. This position will play a key role in providing accurate and timely financial information and analysis, assisting with making and/or implementing sound recommendations to grow business profitability. (This is meant to be a guide. Duties may vary dependent upon management.) Essential Position Functions: Financial Reporting and Analysis Provide cross-functional teams with appropriate financial reporting and detailed analysis to support business decisions. Prepare budgets/forecasts and perform trend analysis. Analyze financial performance across commercial channels for budgeting, planning and reporting purposes. Partner with commercial team to drive profitability, bridging the gap between technical data and actionable business strategy. Analyze cost structures, market conditions and procurement processes to identify cost-savings opportunities. Develop new market opportunities, including e-commerce and labels. Management Support Develop and implement financial and operational processes to enhance the efficiency and effectiveness of the finance function. Drive decision making and accountability to achieve financial targets. Support communication between Corporate and Business Units. Effectively collaborate and communicate across multiple functions throughout the organization to promote alignment and drive results. Prepare ad-hoc analyses for senior management team. Analyze complex financial information and reports to provide accurate and timely financial recommendations to management, senior leadership and, as appropriate, the Board for decision-making purposes. Ensure fair and ethical policies and practices in all relationships and operations. Other duties as required. This job description is intended to describe the general nature, complexity and level of work to be performed by employees assigned to this position and is not to be construed as an exhaustive list of responsibilities, duties and/or skills required. It does not prescribe or restrict the work that may be assigned. Furthermore, this does not establish a contract for employment and is subject to change at the discretion of the company. Education and/or Experience: Undergraduate degree in Finance, Accounting or Business Administration. Advanced Business degree preferred. Minimum 1 year experience in FP&A. Advanced Microsoft Excel and PowerPoint skills. Experience with data visualization tools such as Power BI and Tableau. Strong analytical and problem-solving skills. Ability to manage deliverables from multiple parties to meet challenging deadlines. Ability to work in small-team, hands-on environment. Working knowledge of budget preparation and forecasting preferred. Complex financial modeling skills preferred. Data modeling and analytics skills are a plus. Data visualization skills are a plus. Ability to prioritize and complete assignments accurately and in a timely manner. Able to effectively handle multiple priorities with a strong attention to detail in a fast-paced environment. Strong interpersonal, organizational, oral, and written communications skills. Must be able to read and communicate in English, for safe and effective performance of the job and business operations. Must be able to pass a drug screen and criminal background check. Work Environment: The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Demands Regularly required to walk and stand continuously for long periods of time. Talk or hear, both in person and by telephone. Reach with hands and arms. Repetitive bending, twisting. Specific vision requirements include close vision, distance vision and the ability to adjust focus. Lift up to 25 lbs. Mental Demands Regularly required to use written and oral communication skills. Will interact regularly with managers and staff. Must be able to work independently with little supervision. Work Environment Employee works in an office environment; the noise level is usually quiet. Mac Papers + Packaging is an equal opportunity employer and makes employment decisions without regard to age, race, color, religion, sex, gender identity, sexual orientation, national origin, disability, protected veteran status or any other protected category.
Posted 3 weeks
Residential Real Estate Manager
Putnam County Property Appraiser - Palatka, FL 32177
*RESIDENTIAL REAL ESTATE MANAGER* *NOTE: *The Putnam County Property Appraiser’s Office is a Tobacco-Free workplace. *GENERAL DESCRIPTION* This is a highly responsible position requiring the supervision of field appraisers in the mass appraisal of residential property. Activities include coordination of field work, review and verification of data collected to calculate of property values, and research of market data. Work is performed under the supervision of the Chief Deputy and the Property Appraiser. *ESSENTIAL JOB FUNCTIONS* * Prioritizes workload and schedules, assigning duties to field appraisers to ensure completion of required appraisals in a timely manner. * Reviews the work of staff to ensure accuracy, completeness and standardization of residential appraisals. * Reviews all of the department’s assessment production and assists appraisers in the valuation of complex and difficult properties. * Participates in the hiring process of field staff. * Responsible for field staff training, performance evaluation, and discipline as needed with assistance from the Chief Deputy and Property Appraiser. * Performs more complex field evaluation functions in the assessment of residential property. * Responds to citizens and other inquiries timely and accurately while communicating the position of the Property Appraiser in a positive, uniform, and consistent manner. * Consults with builders, manufacturers, developers, and others to gather data for use in establishing square foot rates for the assessment of residential property. * Investigates more complex complaints and confers with property owners or their legal representatives to explain methods, procedures and policies with respect to residential property valuations. * Prepares Property Appraiser Office VAB (Value Adjustment Board) evidence packages and appears before the VAB to explain and defend assessments. Assembles supporting appraisal data and appears as an expert witness and/or gives testimony during litigation proceedings. * Coordinates with other departments regarding valuation techniques, statistical analysis and calibration of computer models to accurately reflect the current market value of real property in compliance with state standards, as measured by the sales ratio analysis of the tax roll within the county. * Ensures compliance with Department of Revenue rules, regulations, and statistical measures as it relates to mass appraisal values of residential real property. * Responsible for the inspection and review of all agricultural property in the County. * Oversees the office vehicle pool, including assignment of vehicles to staff, cleaning, repairs & maintenance. * Makes recommendations to the Property Appraiser regarding budgetary needs. * Works with other governmental agencies as necessary. * Coordinates with other departments regarding qualification of sales and exemption eligibility. *JOB DESCRIPTION: RESIDENTIAL REAL ESTATE MANAGER* *PAGE 2* * May be required to staff the Emergency Operations Center (EOC) or Field Operations Center (FOC) during emergency situations. May be required to conduct damage assessment in coordination with federal and state emergency management offices during the aftermath of local disasters such as hurricanes or tornadoes. Contingencies such as these may require after-hours or weekend duty. *MINIMUM QUALIFICATIONS:* *KNOWLEDGE, ABILITIES AND SKILLS* * Knowledge of real estate appraisal methods and techniques. * Knowledge of general construction methods, products, and workmanship typically used in residential homes. * Knowledge of the Florida statutes and Department of Revenue regulations and statistical parameters governing appraisal of property. * Knowledge of legal descriptions and related means of locating property. * Ability to make accurate and rapid mathematical calculations. * Ability to draw dimensional outlines of structures to the proper scale both by hand and digitally. * Ability to tactfully answer questions and give information to the public. * Ability to supervise the work of the Field Appraisers. * Proficient in Microsoft Office and Apex software. *EDUCATION AND EXPERIENCE* * Graduation from an accredited four-year college or university with major course work in real estate appraisal assessment administration or related field is preferred. A combination of education and relevant experience may be substituted for a four-year degree. * Four years of experience in a supervisory capacity related to mass appraisal. *LICENSES, CERTIFICATIONS, OR REGISTRATIONS* * Ability to become a Certified Florida Evaluator within two years. * Possession of a valid Florida Driver’s License. * Possession of a State-Certified General Appraiser’s License or State-Certified Residential Appraiser’s License preferred but not required. * Special consideration will be given to applicants who permanently reside in Putnam County or will relocate to Putnam County within six (6) months of being hired. *ESSENTIAL PHYSICAL SKILLS* * Acceptable eyesight and hearing (with or without correction) * Ability to sit at a desk and view a display screen for extended periods of time * Ability to climb and descend stairs and walk in rough terrain when inspecting rural properties. *JOB DESCRIPTION: RESIDENTIAL REAL ESTATE MANAGER* *PAGE 3* *ENVIRONMENTAL CONDITIONS* 1. Works inside and outside in varying weather conditions. The Property Appraiser’s policy restricts all forms of smoking including e-cigarettes, vapors, and chewing tobacco. Reasonable accommodation will be made for otherwise qualified individuals with a disability. Annual Salary Range: $80,000 - $105,000 *AT WILL STATEMENT* Employment at the Putnam County Property Appraiser’s office is on an “at-will” basis. It may be terminated at any time, with or without cause by either the employee or the employer. It is not guaranteed, contracted or promised for any length of time. No person other than the Putnam County Property Appraiser has the authority to alter the at-will status of your employment or to enter into any employment contract with you. The Putnam County Property Appraiser reserves the right to change, amend, or revoke rates of pay, terms and conditions of your employment and job offers at any time. EOE/VPE/ADA/E-VERIFY Rev. 4/29/2026 Pay: $80,000.00 - $105,000.00 per year Benefits: * 401(k) * Dental insurance * Employee assistance program * Flexible schedule * Flexible spending account * Health insurance * Life insurance * Paid time off * Retirement plan * Tuition reimbursement * Vision insurance Work Location: In person
Posted 3 weeks
Field Appraiser I
Putnam County Property Appraiser - Palatka, FL 32177
*NOTE:* THE PROPERTY APPRAISER’S OFFICE IS A TOBACCO FREE WORKPLACE *GENERAL DESCRIPTION* Entry level position to conduct property assessments and appraisals to determine the fair market value of residential properties in accordance with statutory provisions. Responsibilities include field inspections, sales verifications, and sales analysis within a designated geographic area. Employee will work closely with a senior field appraiser and/or the residential manager during training. *ESSENTIAL JOB FUNCTIONS* 1. Performs property inspections to assess condition, features, and market value. 2. Contacts property or landowners and obtains information for use in evaluating the property or land. 3. Measures perimeter of structures. Draws sketches to scale both manually and utilizing computer software. Computes area and perimeter of structural improvements. 4. Collects and analyzes data on property sales from various sources, market trends, and other economic factors affecting values. 5. Calculates property values through use of electronic data processing equipment. 6. Reviews section maps, plats, surveys, sketches, aerial photographs and various other documents of a technical and/or legal nature. 7. Prepares appraisal reports detailing findings, methodology, and conclusions. 8. Communicates effectively with property owners, real estate agents, and other stakeholders. 9. Receives, investigates, and discusses issues/complaints with owners pertaining to residential ad valorem assessments. 10. Assists in the appraisal of specialized types of land, including agricultural land inspections to properly classify the property to reflect type of agricultural operation. 11. Investigates automatic homestead exemption denials and fraudulent applications. 12. Investigates solid waste petitions and reclassifies non-livable improvements based upon the findings. 13. Attends and provides subject matter data on appraisal methodologies and techniques at Property Appraisal Value Adjustment Board. 14. Performs office-related work as required. 15. The employee is part of the Damage Assessment Team for Putnam County and may be required to report for work immediately after a natural disaster. (These essential job functions are not be construed as a complete statement of all duties performed. Employees will be required to perform other job related duties as required.) *MINIMUM QUALIFICATIONS:* *KNOWLEDGE, SKILLS, AND ABILITIES* 1. Ability to gain knowledge of real estate appraisal methods and techniques. 2. Ability to gain knowledge of general land values and land use characteristics in the County. 3. Ability to gain knowledge of legal descriptions, metes and bounds descriptions, and related means of locating property from County maps. 4. Strong analytical skills and attention to detail. 5. Excellent communication skills, ability to answer questions tactfully and give information to the public. 6. Able to meet specific deadlines with a minimum amount of supervision. *EDUCATION AND EXPERIENCE* 1. Graduation from an accredited high school or possession of an acceptable equivalence diploma. 2. Knowledge or experience in building trades, general residential construction techniques, land development, real estate, or related fields. *LICENSES, CERTIFICATIONS, OR REGISTRATIONS* 1. Possession of a valid Florida driver’s license 2. Employee must be able to obtain a CFE (Certified Florida Evaluator) designation within two (2) years after employment. 3. Employees are encouraged to acquire Florida Real Estate Salesman/Brokers licenses and also Florida State Certified General Appraiser/Residential Appraiser designations. However, due to conflict of interest concerns, such licenses or designations may not be used privately in the State of Florida while employed with this office. *ESSENTIAL PHYSICAL SKILLS* 1. Ability to communicate both orally and in writing. 2. Walking, standing, acceptable eyesight, and hearing (with or without correction). 3. Driving 4. Able to lift approximately 40 pounds. *ENVIRONMENTAL CONDITIONS* 1. Works inside and outside in varying weather conditions. The Property Appraiser’s policy restricts all forms of smoking including e-cigarettes, vapors, and chewing tobacco. 2. Employee may be, under unusual circumstances, required to drive their vehicle in the position and will be reimbursed on a per mile basis every two weeks; possession of reliable transportation is required. (Reasonable accommodation will be made for otherwise qualified individuals with a disability) STARTING SALARY RANGE: $38,000 - $45,000 DEADLINE FOR RECEIPT OF APPLICATION: Open to Filled. *Applicants are required to complete a Putnam County on-line application at: main.putnam-fl.com to be considered.* WE ARE AN EQUAL OPPORTUNITY VETERAN’S PREFERENCE/ADA/E-VERIFY EMPLOYER *AT WILL STATEMENT* Employment at the Putnam County Property Appraiser’s office is on an “at-will” basis. It may be terminated at any time, with or without cause by either the employee or the employer. It is not guaranteed, contracted or promised for any length of time. No person other than the Putnam County Property Appraiser has the authority to alter the at-will status of your employment or to enter into any employment contract with you. The Putnam County Property Appraiser reserves the right to change, amend, or revoke rates of pay, terms and conditions of your employment and job offers at any time. Job Type: Full-time Pay: $38,000.00 - $45,000.00 per year Benefits: * 401(k) * Dental insurance * Flexible schedule * Flexible spending account * Health insurance * Life insurance * Paid time off * Professional development assistance * Retirement plan * Tuition reimbursement * Vision insurance Ability to Commute: * Palatka, FL 32177 (Required) Work Location: In person
Posted 3 weeks
Relationship Banker SB – San Jose and Mandarin
JPMorganChase - Jacksonville, FL 32223
JOB DESCRIPTION At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients – elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Posted 3 weeks
Part Time (30 Hours) Associate Banker, Saint Augustine Branch, Saint Augustine, FL
JPMorganChase - Saint Augustine, FL 32086
JOB DESCRIPTION At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients. Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience. Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Posted 3 weeks
Private Client Banker Sb – Baymeadows Way – Jacksonville, FL
JPMorganChase - Jacksonville, FL 32256
JOB DESCRIPTION You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Posted 3 weeks
Part Time (30 Hours) Associate Banker, Saint Augustine Branch, St. Augustine, FL Bilingual Spanish Required
JPMorganChase - Saint Augustine, FL 32086
JOB DESCRIPTION At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Reading and speaking in both English and Spanish fluently is required for this role. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients. Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience. Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Posted 3 weeks
Private Client Banker – King & Granada – St. Augustine, FL
JPMorganChase - Saint Augustine, FL 32084
JOB DESCRIPTION You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Posted 3 weeks
J.P. Morgan Wealth Management – Private Client Investment Associate – Jacksonville, FL
JPMorganChase - Jacksonville, FL 32256
JOB DESCRIPTION If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. Job responsibilities Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.