Job Results
Financial Services
Posted 3 weeks
General Accountant
Marriott International - Ponte Vedra Beach, FL 32082
Additional Information Job Number26034586 Job CategoryFinance & Accounting LocationSawgrass Marriott Golf Resort & Spa, 1000 Tournament Players Club Blvd, Ponte Vedra Beach, Florida, United States, 32082 ScheduleFull Time Located Remotely?N Position Type Non-Management Comprobar las cifras, los asientos y los documentos para obtener exactitud. Organizar, asegurar y mantener todos los archivos, registros, efectivo y los equivalentes de efectivo según las políticas y procedimientos. Registrar, guardar, tener acceso y/o analizar información financiera computarizada. Clasificar, codificar y resumir la información numérica y financiera a fin de recopilar y mantener registros financieros mediante la utilización de libros diarios, libros de contabilidad y/o computadoras. Preparar, mantener, auditar y distribuir las tablas y los informes estadísticos, financieros, contables, de auditoría o de nómina. Completar los procedimientos e informes de cierre al término del período según lo especificado. Preparar, examinar, conciliar y emitir las cuentas, las facturas y los estados de cuenta según los procedimientos de la compañía. Hacer un seguimiento y resolver las cuentas atrasadas y las facturas de los proveedores hasta que se reciba o se resuelva el pago total. Preparar depósitos consolidados diarios del efectivo recibido por todos los empleados que manejan efectivo. Documentar, mantener, comunicar y actuar ante cualquier diferencia de efectivo. Preparar, mantener y administrar todas las cajas y los contratos. Cumplir con las políticas y procedimientos de la compañía; asegurarse de que el uniforme y la apariencia personal sean pulcras y profesionales; mantener la confidencialidad de la información patentada; proteger los bienes de la compañía; proteger la privacidad y seguridad de los huéspedes y colegas. Hablar con los demás utilizando un lenguaje claro y profesional, preparar y revisar los documentos escritos de manera exacta y completa y atender los teléfonos utilizando el protocolo adecuado. Cultivar y mantener relaciones laborales positivas con los demás; apoyar al equipo para alcanzar los objetivos comunes; escuchar y responder de manera apropiada las inquietudes de los demás empleados. Mover, levantar, transportar, empujar, arrastrar y ubicar sin ayuda objetos que pesen 10 libras o menos. Ejecutar otros deberes de trabajo razonables solicitados por supervisors. APTITUDES DESEABLES Educación: Título de estudios secundarios o certificado equivalente de un programa de Desarrollo de Educación General (General Educational Development, GED). Experiencia laboral afín: Al menos 1 año de experiencia laboral afín. Experiencia como supervisor: No se requiere experiencia como supervisor. Licencia o certificación: Ninguna En Marriott International, nos comprometemos a ofrecer igualdad de oportunidades, a hacer que todos se sientan bienvenidos y a facilitar el acceso a oportunidades laborales. Promovemos activamente un entorno en el que se valora y celebra la diversidad de orígenes de nuestros asociados. Nuestra gran fortaleza yace en la exquisita fusión de culturas, talentos y experiencias de nuestros asociados. Nos comprometemos a no discriminar por motivos de discapacidad, condición de veterano u otras características protegidas por la legislación vigente. Marriott Hotels se esfuerza por mejorar el arte de la hospitalidad, innovando siempre que puede mientras mantiene el confort de lo familiar en todo el mundo. Como anfitrión de Marriott Hotels, nos ayudarás a mantener la promesa de “Una experiencia hotelera maravillosa, siempre” con un servicio cuidado y sincero, que se adelanta a las necesidades de los huéspedes, para así mejorar este legado vivo. Con un nombre que es sinónimo de hospitalidad en todo el mundo, nos enorgullece invitarte a consultar las oportunidades de empleo de Marriott Hotels. Al unirte a Marriott Hotels, te unes a una cartera de marcas con Marriott International. Estarás donde puedes llevar a cabo tu mejor trabajo, comenzarás a cumplir tu propósito, formarás parte de un increíble equipo mundial y te convertirás en tu mejor versión. JW Marriott forma parte de la cartera de lujo de Marriott International y se compone de más de 100 hermosos hoteles en ciudades destacadas y ubicaciones de resorts privilegiadas en todo el mundo. JW cree que los empleados son lo primero, porque, si tú eres feliz, los huéspedes también lo serán. Los empleados de JW Marriott son confiados, innovadores, genuinos, intuitivos y llevan adelante el legado de la marca y del fundador de la empresa, J. Willard Marriott. Nuestros hoteles ofrecen una experiencia laboral inigualable, donde formarás parte de una comunidad y disfrutarás de verdadera camaradería con un grupo de colegas muy variado. JW crea oportunidades de capacitación, desarrollo, reconocimiento y, lo más importante, un lugar donde puedes seguir tu pasión en un ambiente de lujo enfocado en el bienestar holístico. El trato excepcional a los huéspedes empieza con el modo en que cuidamos a nuestros empleados. Este es el The JW Treatment™. Al unirte a JW Marriott, te unes a una cartera de marcas con Marriott International. Estarás donde puedes llevar a cabo tu mejor trabajo, comenzarás a cumplir tu propósito, formarás parte de un increíble equipo mundial y te convertirás en tu mejor versión.
Posted 3 weeks
General Accountant
Marriott International - Ponte Vedra Beach, FL 32082
Additional Information Job Number26034586 Job CategoryFinance & Accounting LocationSawgrass Marriott Golf Resort & Spa, 1000 Tournament Players Club Blvd, Ponte Vedra Beach, Florida, United States, 32082 ScheduleFull Time Located Remotely?N Position Type Non-Management POSITION SUMMARY Check figures, postings, and documents for accuracy. Organize, secure, and maintain all files, records, cash and cash equivalents in accordance with policies and procedures. Record, store, access, and/or analyze computerized financial information. Classify, code, and summarize numerical and financial data to compile and keep financial records, using journals, ledgers, and/or computers. Prepare, maintain, audit, and distribute statistical, financial, accounting, auditing, or payroll reports and tables. Complete period-end closing procedures and reports as specified. Prepare, review, reconcile, and issue bills, invoices, and account statements according to company procedures. Follow-up and resolve past due accounts and vendor invoices until payment in full is received or resolved. Prepare daily consolidated deposits of cash received by all cash handling employees. Document, maintain, communicate, and act upon all Cash Variances. Prepare, maintain, and administer all cashier banks and contracts. Follow all company policies and procedures; ensure uniform and personal appearance are clean and professional; maintain confidentiality of proprietary information; protect company assets; protect the privacy and security of guests and coworkers. Speak with others using clear and professional language; prepare and review written documents accurately and completely; answer telephones using appropriate etiquette. Move, lift, carry, push, pull, and place objects weighing less than or equal to 10 pounds without assistance. Develop and maintain positive working relationships with others; support team to reach common goals; listen and respond appropriately to the concerns of other employees. Perform other reasonable job duties as requested by Supervisors. PREFERRED QUALIFICATIONS Education: High school diploma or G.E.D. equivalent. Related Work Experience: At least 1 year of related work experience. Supervisory Experience: No supervisory experience. License or Certification: None At Marriott International, we are dedicated to being an equal opportunity employer, welcoming all and providing access to opportunity. We actively foster an environment where the unique backgrounds of our associates are valued and celebrated. Our greatest strength lies in the rich blend of culture, talent, and experiences of our associates. We are committed to non-discrimination on any protected basis, including disability, veteran status, or other basis protected by applicable law. Marriott Hotels strive to elevate the art of hospitality, innovating at every opportunity while keeping the comfort of the oh-so-familiar all around the globe. As a host with Marriott Hotels, you will help keep the promise of “Wonderful Hospitality. Always.” by delivering thoughtful, heartfelt, forward-thinking service that upholds and builds upon this living legacy. With the name that’s synonymous with hospitality the world over, we are proud to welcome you to explore a career with Marriott Hotels. In joining Marriott Hotels, you join a portfolio of brands with Marriott International. Be where you can do your best work, begin your purpose, belong to an amazing global team, and become the best version of you. JW Marriott is part of Marriott International's luxury portfolio and consists of more than 100 beautiful properties in gateway cities and distinctive resort locations around the world. JW believes our associates come first. Because if you’re happy, our guests will be happy. JW Marriott associates are confident, innovative, genuine, intuitive, and carry on the legacy of the brand’s namesake and company founder, J.Willard Marriott. Our hotels offer a work experience unlike any other, where you’ll be part of a community and enjoy true camaraderie with a diverse group of co-workers. JW creates opportunities for training, development, recognition and most importantly, a place where you can pursue your passions in a luxury environment with a focus on holistic well-being. Treating guests exceptionally starts with the way we take care of our associates. That’s The JW Treatment™. In joining JW Marriott, you join a portfolio of brands with Marriott International. Be where you can do your best work, begin your purpose, belong to an amazing global team, and become the best version of you.
Posted 3 weeks
Staff Accountant
FLAGLER COUNTY SHERIFF'S OFFICE - Bunnell, FL
Duties and Responsibilities: • Ensures confidentiality of accounting and finance processes; • Assists Business Services Director in review, update, development and implementation of policies and procedures for the Business Services section; • Complies with federal, state, and agency policies, procedures, and regulations; • Maintains financial security by following internal controls and adhering to General Orders regarding accounting and finance functions; • Reviews and prepares timesheets for bi-weekly payroll, working closely with agency employees to ensure accurate reporting and coding of time; • Verifies attendance, hours worked, pay adjustments and posts information in payroll processing system; • Works jointly with Human Resources to ensure employee compensation and benefits are accurate; • Completes bi-weekly processing of payroll; • Timely processing, reporting and payment of bi-weekly payroll payables; • Responsible for monthly reconciliation of payroll liability accounts in the general ledger; • Responsible for keeping informed about changes in tax and deduction laws that apply to the payroll process; • Prepares and submits quarterly payroll reports and processes W-2's at year-end; • Assists Business Services Director with budget functions to include creation of initial agency request, budget amendments, creation of financial forecasts and cost analysis of proposals; • Coordinates agency month end and year end financial close outs; • Prepares schedules and provides documentation as requested by the Business Services Director and auditors; • Researches, analyzes and compiles financial reports as requested, i.e. accumulators, projections, historical trends, etc; • Responsible for preparation and data entry of journal entries; • Provides back-up for other Business Services Staff during absences; • Performs all other duties as assigned. Minimum Qualifications: • Graduation from High School or possession of a High School Equivalency Diploma recognized by the State of Florida AND EITHER: • Graduation from a regionally accredited college or university with a Bachelor's degree in Accounting, Business or related field AND at least three (3) years of experience in Finance and Payroll; OR • Graduation from a regionally accredited college or university with an Associate's degree in Accounting, Business or related field AND at least five (5) years of experience in Finance and Payroll; OR • At least seven (7) years experience in Finance and Payroll The Flagler County Sheriff's Office is committed to providing its citizens with a diverse, competent, trained and professional workforce by hiring highly qualified candidates. The FCSO is an Equal Opportunity Employer and strives to reflect the diversity found in the community we serve.
Posted 3 weeks
Book Keeper/Staff Accountant
Eyetemp - Ponte Vedra, FL 32082
*Bookkeeper / Staff Accountant (Onsite)* Company: Oro Tax Advisors Location: Jacksonville, Florida Job Type: Full-Time | Hybrid Schedule: Monday–Friday, standard business hours *About Oro Tax Advisors* There is a group of companies owned by the owner which would be under the realm of this role. Oro Tax Advisors is the main company which is a growing tax and advisory firm committed to delivering accurate financial insights and proactive tax strategies to individuals and small businesses. There is another tax firm named Manufacturing Tax Recovery Services with limited involvement. There are few real estate entities under the group as well. We pride ourselves on professionalism, integrity, and building long-term client relationships. *Position Overview* We are seeking an organized detail-oriented Bookkeeper / Staff Accountant to join our onsite team in Jacksonville, Florida. This role is ideal for someone who thrives in a fast-paced environment, can work on multi entities, extremely organized, trustworthy and enjoys working with numbers, and is passionate about helping clients maintain accurate financial records. *Key Responsibilities* * Maintain and reconcile general ledger accounts * Process accounts payable and accounts receivable * Accounts receivable collections - phone calls, persistent follow up * Perform monthly bank and credit card reconciliations * Prepare financial statements and reports * Cost accounting analysis * Manage books between quickbooks * Tie out revenue weekly and commissions * Contract management * Assist with payroll processing and payroll tax filings * Support tax preparation by organizing financial records * Tax preparation administration, tracking, filing * Ensure compliance with accounting standards and company policies * Communicate with clients to gather financial data and resolve discrepancies *QualificationsRequired* * 5+ years of bookkeeping or accounting experience * Proficiency in QuickBooks (Online and/or Desktop) * Has worked on multiple entities * Strong Accounts receivable collections * Strong understanding of accounting principles * High attention to detail and accuracy * Strong organizational and time-management skills * Flexible to new processes and system * Proficiency in Microsoft Excel * Proficient in Google Drive *Preferred* * Associate’s or Bachelor’s degree in Accounting, Finance, or related field * Experience working in a tax or CPA firm * Familiarity with payroll systems and sales tax filings *Compensation & Benefits* * Competitive salary based on experience * Paid time off and holidays * Benefits and Health insurance offered * Professional development opportunities * Supportive, team-oriented work environment Job Type: Full-time Pay: $40,000.00 - $60,000.00 per year Work Location: Hybrid remote in Ponte Vedra, FL 32082
Posted 3 weeks
Staff Accountant
FLAGLER COUNTY SHERIFF'S OFFICE - Flagler County, FL
Summary Title: Staff Accountant ID: 1068 Location: Flagler County, FL Division/Section: Office of the Chief of Staff (OCoS) FLSA Class: Exempt Starting Salary: $57,894.22 DOE Supervisor: Business Services Director Pay Grade: Grade 23P Blood/Viral Pathogen Risk: Non-Foreseeable Risk Retirement Class: Regular Risk Description Duties and Responsibilities: Ensures confidentiality of accounting and finance processes; Assists Business Services Director in review, update, development and implementation of policies and procedures for the Business Services section; Complies with federal, state, and agency policies, procedures, and regulations; Maintains financial security by following internal controls and adhering to General Orders regarding accounting and finance functions; Reviews and prepares timesheets for bi-weekly payroll, working closely with agency employees to ensure accurate reporting and coding of time; Verifies attendance, hours worked, pay adjustments and posts information in payroll processing system; Works jointly with Human Resources to ensure employee compensation and benefits are accurate; Completes bi-weekly processing of payroll; Timely processing, reporting and payment of bi-weekly payroll payables; Responsible for monthly reconciliation of payroll liability accounts in the general ledger; Responsible for keeping informed about changes in tax and deduction laws that apply to the payroll process; Prepares and submits quarterly payroll reports and processes W-2’s at year-end; Assists Business Services Director with budget functions to include creation of initial agency request, budget amendments, creation of financial forecasts and cost analysis of proposals; Coordinates agency month end and year end financial close outs; Prepares schedules and provides documentation as requested by the Business Services Director and auditors; Researches, analyzes and compiles financial reports as requested, i.e. accumulators, projections, historical trends, etc; Responsible for preparation and data entry of journal entries; Provides back-up for other Business Services Staff during absences; Performs all other duties as assigned. Minimum Qualifications: Graduation from High School or possession of a High School Equivalency Diploma recognized by the State of Florida AND EITHER: Graduation from a regionally accredited college or university with a Bachelor’s degree in Accounting, Business or related field AND at least three (3) years of experience in Finance and Payroll; OR Graduation from a regionally accredited college or university with an Associate’s degree in Accounting, Business or related field AND at least five (5) years of experience in Finance and Payroll; OR At least seven (7) years experience in Finance and Payroll The Flagler County Sheriff's Office is committed to providing its citizens with a diverse, competent, trained and professional workforce by hiring highly qualified candidates. The FCSO is an Equal Opportunity Employer and strives to reflect the diversity found in the community we serve.
Posted 3 weeks
Equipment Finance Tax Specialist II
First Citizens Bank - Jacksonville, FL 32256
Overview: This position assists in preparing tax returns and performs tax accounting duties in support of the Equipment Financing function of the Bank. Prepares tax material, assists in audits and responds to tax correspondence. Participates in special projects to enable accurate, compliant management of tax information and accounts. May provide training for less experienced specialists in the work group. Responsibilities: Risk Assessment - Reviewing and approving documentation to determine if exemptions are valid based on customer, contract, and equipment type by state. Tax Data and Documentation - Sources, compiles, and interprets financial data. Analyzes data for the evaluation and preparation of tax returns, effectively communicates analysis output. Maintains a strong knowledge of existing or revised tax codes, laws, and forms in order to properly prepare tax documents for the Bank. Compliance - Assists in the preparation and distribution of federal and state tax documents including filings and returns. Prepares and reviews tax returns. ensures that tax returns are filed in accordance with tax authorities. Business Support - Research tax laws. Assists in state and local tax audits. Compiles information and explains options for best practice. Calculates and communicates federal and state estimated payments to the appropriate parties. Ensures compliance with all applicable regulations and tax laws. Qualifications: Bachelor's Degree and 1 years of experience in Tax/Indirect Tax OR High School Diploma or GED and 5 years of experience in Tax/Indirect Tax Preferred Area of Experience: Equipment Finance, Data Analysis License or Certification Type: J.D, CPA, CMI PreferredSkill(s): Strong technical knowledge of tax law, Excellent analytical and problem-solving skills, Strong communication skills, Leadership skills, Tax return compliance return preparation and review experience Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Posted 3 weeks
Workday Finance – Spend and Procurement Lead
Deloitte - Jacksonville, FL 32202
Our Deloitte Enterprise Performance team is at the forefront of enterprise technology, working across finance, supply chain, and IT operations to deliver holistic performance improvement and digital transformation. Join our team of strategic advisers and architects, differentiated by our industry depth to collaborate with leading solution providers and leverage your experience in strategy, process design, technology enablement, and operational services to enable heart-of-the-business solutions. Recruiting for this role ends on 4/30/2026 Work You'll Do Functional area lead responsible for design, configuration, and delivery of Workday Spend Management, Workday Strategic Sourcing, and Expenses functional areas Role provides functional knowledge of Workday, demonstrates software features to clients, documents requirements and design decisions, provides knowledge transfer to the client team, configures the software, and supports testing and rollout Responsible for functional support team members as required The Team Deloitte's Government & Public Services (GPS) practice - our people, ideas, technology and outcomes - is designed for impact. Serving federal, state, & local government clients as well as public higher education institutions, our team of professionals brings fresh perspective to help clients anticipate disruption, reimagine the possible, and fulfill their mission promise. Our Emerging ERP Solutions offering drives business transformation and on-going operations for emerging cloud-based solutions to improve performance and agility of the organizations. Qualifications Required: Bachelor's Degree Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Active Workday Procure to Pay Certification Active Workday Strategic Sourcing Certification Experience on 1+ end to end Workday implementation of Procure to Pay and Strategic Sourcing modules to include; Leading clients through design sessions Configuring Workday financial modules Configuring and building tenants Leading a client through hyper care Ability to travel 30-50%, on average, based on the work you do and the clients and industries/sectors you serve. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $107,600 to $198,400. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Posted 3 weeks
Fund Finance and Intermediary Payments Specialist
Deloitte - Jacksonville, FL 32202
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Fund Finance and Intermediary Payments Specialist you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Recruiting for this role ends on March 31st, 2026. The Team Our Finance Transformation team serves as a trusted advisor and thought partner to CFOs, finance leaders, and executive clients. We leverage Deloitte's comprehensive capabilities, assets, and insights to deliver innovative, market-driven solutions. Our mission is to help clients modernize their finance functions, enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations. Our Finance Operate offering provides continuous operation of the finance function, seamlessly extending the capabilities of our Finance Transformation Advise and Implement portfolio. Work you'll do/Responsibilities Oversee distribution and intermediary fee validation performed by external service provider, review results and supporting evidence, and support variance investigation and resolution through closure. Lead exception management and escalation, triaging issues identified through validation or payment processing, coordinating root-cause analysis, and driving resolution to closure with clear ownership and timelines. Support intermediary agreement review and maintenance, including compiling agreement inventories, summarizing key economic terms (rates, breakpoints, eligibility, billing cadence), identifying operational implications, and coordinating updates/approvals with stakeholders. Prepare intermediary fee board reporting support, including compiling recurring metrics and narratives and coordinating inputs for board/advisory materials. Support intermediary fee calculations and payment readiness, including reconciling invoices/statements to expected amounts, confirming approvals, and coordinating payment package completion and funding/settlement tracking. Support period-end close and accruals for intermediary expenses, including accrual support, true-ups, and roll-forwards; coordinate with fund accounting on posting support and cutoff alignment. Qualifications Required Bachelor's degree, preferably in accounting, finance, or related field; or equivalent experience 4+ years of experience in asset management operations, fund finance/fund accounting support, intermediary/distribution fee validation and payments, transfer agency oversight, or controllership. Working knowledge of intermediary fee constructs (e.g., 12b-1/distribution/servicing/platform fees where applicable), key data drivers (assets/flows, rates, share classes), and controls across validation-to-payment processes. Experience overseeing third-party/service-provider deliverables, including review of SLAs, outputs, and control evidence; skilled in reconciliations, exception management, and cross-functional coordination. Strong Excel skills; experience with accounting platforms, workflow tools, and process automation a plus. Demonstrated ability to manage details, meet deadlines, and escalate issues with clear facts, impact, and proposed actions. Limited immigration sponsorship may be available Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve Qualifications Preferred CPA, CFA, or advanced financial credentials Experience supporting intermediary agreement review/terms interpretation and board/advisory reporting Analytical/ Decision Making Responsibilities Analytical ability to manage multiple projects and prioritize tasks into manageable work products Can operate independently or with minimum supervision Excellent Written and Communication Skills Ability to deliver technical demonstrations The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,000 to $173,300. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Posted 3 weeks
Personal Banker – Shoppes at Amelia Yulee, FL
Wells Fargo - Yulee, FL 32097
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 three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: Shoppes at Amelia 463743 State Rd 200 YULEE, FL
Posted 3 weeks
FCRM Testing Specialist
TD Bank - Jacksonville, FL
Work Location: Jacksonville, Florida, United States of America Hours: 40 Pay Details: $91,000 - $145,600 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Financial Crime Risk Management Job Description: The U.S. FCRM Monitoring & Testing Team is responsible for maintaining a dynamic, risk-based, 2LoD testing process designed to periodically review the design and operating effectiveness of key processes and controls and assess compliance with relevant key laws, rules, and regulations. The Testing Team staff are objective and separate from FCRM Program execution activities and responsible for an Annual Test Plan comprised of mandatory and risk-based testing of financial crime risks owned by the first and second lines of defense. The FCRM Testing Specialist is responsible for independently leading all phases of the assigned testing review from end-to-end (scoping, fieldwork, reporting, and supervisory checklist) in line with the procedure with the support from the Team Lead and Team Members, including review of final test papers. The role provides subject matter expertise on FCRM controls / processes. This role executes testing activities independently and assumes leadership of a review with support from a Testing Lead. Depth & Scope: Works independently as review owners in executing reviews from end-to-end and provides direction to others Considered to be subject matter experts in FCRM testing standards and objectives and provide guidance to various team members and stakeholders Develops and is accountable for testing documentation and results reporting in-line with requirements Utilizes advanced understanding of the Banks financial crimes obligations and requirements to effectively execute their work Utilizes advanced understanding of the use of controls for managing financial crimes risk to independently evaluate complex controls and serve as SME on developing recommendations for enhancements Considered subject matter expert in FCRM technologies (e.g., Transaction Monitoring system, Sanctions screening system) Advanced knowledge of testing process and industry best practices Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes Executes on more complex and/or non-standard requests Independently performs concurrent multiple FCRM reviews and related tasks from end-to-end Reports to the Team Lead all issues, escalations, or testing review concerns May act as highest point of Review Team escalation for resolution and provides direction to resolve issues or escalate Education & Experience: Undergraduate degree or equivalent work experience 7+ years experience Preferred Skills: 3 years experience within a testing role within a AML capacity A deep knowledge of Anti-Money Laundering (AML) processes Detailed Testing of Risk and Controls related to Bank Secrecy Act (BSA), AML, Sanctions and Anti-Bribery & Anti-Corruption Strong communication and written skills and the ability to work with and influence Senior Stakeholders Ability to multi-task and work on more than one review at a time Customer Accountabilities: Executes and manages testing activities in accordance with established standards and strategic direction to achieve completion within targeted timelines Conducts skilled analytical research and analysis as part of the testing engagement and initiatives Presents objective and independent opinion on the adequacy of processes and controls in accordance with regulatory and internal requirements Executes follow-up on findings raised from testing reviews in accordance with established standards Understands risk identification, risk analysis, and risk mitigation according to regulatory requirements and best business practices to assist in evaluation of FCRM controls and processes Develops strong relationships and work collaboratively with key stakeholders Owns the review of the testing engagement, including all steps of the end-to-end testing process, which encompasses the communication and reporting of results Proactively identifies matters which require additional attention, further escalation, or review, and liaise with the appropriate staff to resolve Shareholder Accountabilities: Prioritizes and manages own workload to deliver quality results and meet assigned timelines Contributes to the review of internal processes and activities and assists in identifying potential opportunities to improve efficiencies within FCRM reviews Adheres to internal policies / procedures, enterprise frameworks and methodologies and applicable regulatory guidelines Clearly and concisely documents research as required to understand requirements specific to an engagement Protects the interests of the organization – identifies and manages risks, and escalates non-standard activities high-risk transactions/activities as necessary Applies subject matter expertise in the discipline, provides guidance, assistance, and direction to testing team members Actively maintains relationships within and across various business lines, corporate and/or control functions, and drives alignment with enterprise and/or regulatory requirements Assesses/identifies key issues and escalate to appropriate levels and relevant stakeholders Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank Maintains a culture of risk management and control, supported by effective processes through FCRM testing May develop and provide reporting, analysis, and assessments at the functional or enterprise level Supports presentations / communications to management or broader audience Employee/Team Accountabilities: Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest Provides thought leadership and/or industry knowledge for own area of expertise and participates in knowledge sharing with the team and/or business unit Keeps current on emerging trends / developments and grows knowledge of the business, related tools and techniques Participates in personal performance management and development activities, including potential cross training within own team Keeps team members informed and up to date about the status / progress of projects and/or all relevant or useful information related to day-to-day activities Develops relationships with internal and external business partners / stakeholders to develop productive working relationships Contributes to a fair, positive and equitable environment that supports a diverse workforce Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel – Occasional International Travel – Never Performing sedentary work – Continuous Performing multiple tasks – Continuous Operating standard office equipment - Continuous Responding quickly to sounds – Occasional Sitting – Continuous Standing – Occasional Walking – Occasional Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Never Squatting – Occasional Bending – Occasional Kneeling – Never Crawling – Never Climbing – Never Reaching overhead – Never Reaching forward – Occasional Pushing – Never Pulling – Never Twisting – Never Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.