Job Results

Financial Services

Posted 4 weeks

Universal Banker – Travel

Ameris Bank - Keystone Heights, FL

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate. Responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of multiple banking centers. Serve as both a Teller and Personal Banker that floats between banking centers to support customer and team needs across the retail area. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: · Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships. · Proactively communicate with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance. · Apply need-based sales techniques and conduct customer financial profiles to attract, expand, and retain client relationships by identifying products and services. · Maintain a working knowledge of banking products and promotions. · Open new accounts and service existing accounts. · Accountable for achievement of defined sales and service goals. · Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client’s experience. · Work to understand the root causes of customer service issues. · Identify and implement resolutions for service issues involving supervisors on more complex issues. · Conduct onboarding activities for new clients. · Provide backup support to other branches and employees as needed. · Work on the teller line when needed including operating the teller drawer and performing advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions. · Perform accurate transactions, balance each day, and verify cash totals. · Scan daily proof work to the remote capture machine. · Provide assistance and training to other colleagues and serves as a mentor. · Practice ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty. · Ability to work with flexible schedule, Saturdays, and to accommodate travel to different branches as needed. Required Knowledge, Skills and Competencies: · Highly motivated team-player with ability to develop and maintain collaborative relationships. · Strong written and verbal communication skills. · Intermediate PC proficiency. · Intermediate proficiency in Google Docs and Microsoft Office products. Industry and Work Experience: · 1 or more years of customer service experience required. · Cash handling or sales experience preferred. Academic: · High school diploma or GED required. · Bachelor’s degree in business or related field preferred. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers’ Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicantss of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Posted 4 weeks

Senior Commercial Relationship Manager

Ameris Bank - Jacksonville, FL

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate. The Senior Commercial Relationship Manager is responsible for attainment of deposit and loan growth objectives. The position executes sales production efforts to identify and acquire new business within the market area. The Senior Commercial Relationship Manager makes sales calls and visits to business customers, high net worth individuals and prospects to customize solutions and meet loan, deposit and service needs. Leadership qualities to aid and grow the Commercial Relationship Team. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: · Identifies business development opportunities and makes sales calls to existing clients and prospects. · Maintains the quality, profitability and growth of products through appropriate pricing and fees. · Services a portfolio of clients, cultivates customer relationships and acts as banking consultant to understand client needs, customize solutions and provide consultative expertise. · Applies need-based sales techniques to attract, expand, and retain customer relationships by identifying products and services to enhance the customer relationship with the bank. · Maintains and services a large deposit portfolio with emphasis on acquisition of low cost deposits meeting bank objectives. · Maintains and services a portfolio of $90MM and more in loans which meet margin and revenue objectives. Portfolio size is a soft guideline and may be adjusted based on market. · Thoroughly collects and analyzes customer and prospect financials and other relevant data to assess viability, determine actual cash flow and perform ongoing credit grade determinations within policy guidelines. · Identifies and structures large, complex loan and deposit opportunities that optimize credit quality and profitability. · Applies a high level of business acumen and credit risk management expertise to assess the viability of large, complex loan and deposit opportunities. · Prepares and articulates accurate, comprehensive, relevant information to the Loan Committee for loan approval. · Oversees ongoing quality control for a portfolio by executing proper documentation, compliance and collection efforts. · Maintains knowledge of banking products, programs, services and promotions. · Responsible for achievement of goals as set by Bank leadership. · Uses Customer Relationship Management systems to track sales efforts and prospects. · Ensures compliance with internal controls, operational procedures and risk management policies. · Represents the Bank in business development efforts and at networking and community functions. · Develops partnerships and collaborates with other lines of business to attain mutual goals and better serve customers. · Practices ethical sales behaviors in accordance with Ameris’ core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services. Required Knowledge, Skills and Competencies: · Ability to analyze markets, identify prospects, develop and execute consultative, value-added sales techniques and strategies. · Driven to meet and exceed established targets. · Ability to negotiate, drive consensus, addressing identified needs, interactive service to others, building and maintaining collaborative relationships, manage and resolve conflict externally and internally. · Ability to effectively and persuasively express self, using language and grammar in a professional manner. · Ability to plan, schedule, and organize a professional schedule to achieve strategic goals within or ahead of established time frames. · Ability to research, analyze, identify viable options, draw sound conclusions, present findings and make thoughtful recommendations considering overall risk and short-term and long-term impact. · Intermediate Microsoft Office proficiency. · Knowledge of regulatory banking compliance policies and procedures. · Ability to apply thorough knowledge of cost accounting, financial analysis, and credit principles to assess credit viability and proper loan structuring. · Knowledge of internal banking policies, procedures, products and services. · Knowledge of relevant geographic market. Industry and Work Experience: · Minimum of 8 years of Commercial Banking experience or related field required. · Experience in leadership role preferred. Academic : · Bachelor’s degree or equivalent of education and related training or experience required. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers’ Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicantss of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Posted 4 weeks

Financial Services Representative – Vero Beach, FL

Fidelity Investments - Ponte Vedra Beach, FL 32082

Job Description: Financial Services Representative Note: Fidelity will not provide immigration sponsorship for this position. The Role Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you: Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams. Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move. Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day. The Expertise and Skills You Bring High energy and enthusiasm with a demonstrated passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment Eagerness to learn and build a profession in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once Coachability, collaboration, and curiosity fuels success in the role The Team We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Posted 4 weeks

Financial Solutions Advisor – Participant Services (Series 7 required)

Bank of America - Jacksonville, FL 32256

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most – whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide service/education to active and separated Merrill 401k and Equity Plan Participants. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the Participant Services Financial Solutions Advisor is the ideal role for you. We’ll help you: • Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant’s investment needs • Consistently identify participant opportunities and engage key partners as needed • Ability to grasp and apply complex technical material quickly Required Qualifications • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) • Passion for excellence and willingness to work to exceed client expectations • Strong computer skills with an ability to multitask in a fast paced environment Enterprise Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Additional Skills Needed: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

Posted 4 weeks

Commercial Credit Manager

VyStar Credit Union - Jacksonville, FL 32202

At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Commercial Credit Manager ACCOUNTABILITY STATEMENT The AVP, Commercial Credit is responsible for the management and execution of all business and commercial underwriting and credit analysis functions within the Commercial Credit Department. The incumbent will proactively manage the underwriting and credit analysis workflow and productivity for all small business and commercial loan requests including new loans, renewals, modifications, annual reviews, work-out and troubled debt restructures (TDR). Business and commercial loans being underwritten and analyzed by the AVP, Commercial Credit's team will include commercial real estate (CRE), commercial and industrial (C&I), business equipment, business vehicles, business credit cards, business unsecured lines of credit (BLOC) and other specialized business and commercial credit products. This position acts as the manager of all business credit functions within the Commercial Credit Department and must be able to independently manage all aspects of business credit and analysis, assess business loan risks associated with proposed and funded business credit facilities and manage the business loan portfolio credit quality. This individual is also responsible for evaluating credit requests to ensure that the quality of the business loan portfolio is consistent with the goals of VyStar Credit Union and in compliance with policies, procedures and any applicable regulations. The AVP, Commercial Credit also reviews loan structures, credit memorandums, and other related financial analysis to ensure that acceptable credit standards are maintained and that all loans conform to established policies and procedures. ESSENTIAL JOB FUNCTIONS Provide direct oversight and management, and coaching and development to the business lending credit and underwriting team. Utilize delegated lending authority to approve credit transactions consistent with Vystar Credit Union’s policies, credit culture, and risk appetite. Responsible for the day to day planning, organizing, and operational efficiency of the commercial credit team. Develops, implements and maintains business loan operation policies, procedures, strategies and performance metrics. Evaluate and analyze business loan and commercial requests and make informed, accurate and complete credit recommendations to management. Prepare summary write-up supporting assessment of key factors such as risk grade, repayment performance and ability, underwriting and documentation adequacy, accrual and TDR status. Monitor and evaluate, on an ongoing basis, new and existing business loans for potential risks and exposure. Responsible for managing a team of multiple teammates including but not limited to hiring, training, coaching, performance evaluations and teammate development. Manage and prioritize the business credit underwriting and analysis workflow and any applicable resources. Prepare, review and present Business Services Loan Committee agenda and loan presentations, monitor committee results and communicate decisions to all applicable parties involved. Actively participate in Business Loan Committee sessions, providing feedback and recommendations to Loan Committee members for loans being presented and reasoning behind recommended approvals and/or declines. Provide analysis and recommendations to Allowance for Loan and Lease Losses (ALLL) Committee on general and specific reserves for business loans with identified weaknesses including collateral evaluation scenarios (best case/worst case) and cash flow interpretations with any recommendations. Coordinate with Portfolio Management to prepare and monitor the Business Services Watchlist and Business Services Policy Exception Report. Oversee annual loan review process. Implement credit policies, procedures, and practices while making significant strategic and tactical contributions to the formulation, development, implementation, and administration of Credit Union strategies, business goals, and objectives. Coach and develop credit team in making sound, informed decisions and enhancing their decision-making and credit assessment skills, accuracy, timeliness and effectiveness. Identifying and remedy credit process weaknesses, gaps in credit policy and credit risk rating models, and aggregation and tracking of issues to resolution. Responsible for supervision, quality control, development and mentoring of credit team. Must be able to independently manage all aspects of the Commercial Credit Team. Responsible for establishing service levels and controls to manage inherent risk to credit union policies and procedures, and state and federal regulations. Responsible for identifying improvements that will result in lower risk, higher efficiencies and allow for scalability. Responsible for continuous improvement of all aspects related to business credit underwriting and analysis. Monitor and evaluate, on an ongoing basis, new and existing business loans for potential risks and exposure. Responsible for the completion of self-monitoring program (SMP) and enterprise risk management (ERM) tasks and processes applicable to business credit functions. Provide quality service to all internal and external stakeholders including members, prospective members, and vendors. Create, maintain and update various reports, ledgers, dashboards related to business credit underwriting and analysis. Oversee the business credit area’s preparation for and participation in state and federal examinations and audits. Maintain an ongoing knowledge of current regulatory, policy and procedure changes related to business/commercial lending. Provide support to members of the department and other internal partners to assist in policy/procedure interpretation, membership interpretation, required documentation, and any other related needs. Provide quality service to all internal and external stakeholders including members, prospective members, vendors and VyStar teammates. Maintain and expand systems, processes, procedures and software products to enhance and promote efficiency. Implement credit policies, procedures, and practices while making significant strategic and tactical contributions to the formulation, development, implementation, and administration of VyStar’s strategies, business goals, and objectives. Ensure that Business Credit Procedures and Desktop Procedures are updated and adhered to in timely manner. Ensure standards, policies and operating procedures are compliant with policies, procedures and applicable regulations and risk tolerances. Implement successful measurement tools, processes and quality control methodologies. Accountable for resolving audit findings related to business credit, identifying root cause and applying corrective measures. Manage workflow to ensure the accurate, complete and compliant processing of business secured, unsecured and real estate loan requests, modifications and reviews. Ensure that all teammates are properly cross-trained and able to provide back-up support when needed. Actively participate, and lead when appropriate, in key re-engineering projects to enhance Business Services lending processes and procedures. Develop and produce weekly, monthly and ad hoc reports for the Business Services Department, Loan Committee, the Senior Team and the Board of Directors, as applicable. Complete ad hoc projects designated by the Chief Lending Officer or SVP Commercial Credit. Cultivate a positive working relationship with the entire department to identify, develop, and recommend revisions of internal standards, policies, operating procedures, and new processes to improve efficiencies. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. Demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus – Focus your full attention by carefully listening to and observing your clients or member. Connect – Consistently be friendly and approachable. Demonstrate you care. Understand – Listen empathetically and ask questions (70% to 30%). Counsel – Recommend solutions based on your client’s or member’s needs and objectives. Advance – Ensure that member’s or client’s expectations were exceeded. Verify necessary follow-up actions were completed. Meet and exceed VyStar Credit Union member service goals and objectives. Meet and exceed VyStar Credit Union performance goals and objectives. Perform additional duties, and actively participate on committees and special projects as assigned. KNOWLEDGE, SKILLS & ABILITIES Minimum of six (6) years of experience in a business/commercial credit underwriting and analysis environment within a financial institution with relevant banking, portfolio management or credit experience. Strong preference for a minimum three (3) years of credit approval experience. Minimum of three (3) years of experience supervising others operating in a credit underwriting and analysis environment. Demonstrated ability to successfully structure and analyze complex business and commercial credit requests that minimize risk while providing member value. Knowledge of State and NCUA regulations. Effective analytical, managerial, organizational, presentation, problem-solving and member/customer service skills. Must be a highly motivated, detail oriented, able to multi-task and work in a fast-paced environment while applying critical thinking skills. Independent judgment and technical capabilities required to plan, prioritize and organize diversified workload. Strong verbal and written communication and negotiation skills. Proven time management, prioritization, critical thinking, problem solving, effective communication, and organization skills. Strong proficiency with Microsoft products including Word, Excel, PowerPoint and Outlook. EDUCATION Required: BA/BS degree or equivalent work experience. Required Training: Formal credit analysis training. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. Extensive periods of sitting and computing. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources

Posted 4 weeks

Director, Advanced Analytics – Pricing & Underwriting

Fortegra - Jacksonville, FL 32256

Job Summary The Director, Advanced Analytics serves as the technical leader for advanced analytics supporting Pricing and Underwriting, responsible for building the analytical capabilities that enable more effective pricing, underwriting, and portfolio management across Fortegra’s Specialty P&C business. This role combines actuarial knowledge, data science, and modern analytical practices to transform complex insurance data into scalable analytical applications, data products, and actionable insights. This position develops the models, data products, and processes that allow Pricing and Underwriting teams to make faster, more informed decisions. Working closely with Pricing, Underwriting, IT, and business leadership, the Director will identify opportunities to modernize analytical workflows and develop new capabilities that improve risk selection, portfolio management, and pricing accuracy. The role serves as a strategic partner to underwriting leadership, translating business questions into practical analytical solutions while helping establish best practices for advanced analytics across the organization. This role currently has one direct report. Minimum Qualifications Bachelor's Degree required. Candidate should have 7+ years of experience in P&C insurance, advanced analytics, actuarial science, data science, or a closely related field. Skills and Competencies Require Strong analytical and problem-solving skills with the ability to translate complex business challenges into scalable analytics solutions. Advanced proficiency in Python and SQL, with experience developing analytical solutions on modern data cloud platforms such as Snowflake. Working knowledge of P&C insurance pricing, underwriting, or actuarial concepts, with the ability to develop practical, data-driven solutions to business challenges. Experience designing and maintaining analytical data pipelines and curated datasets. Experience developing interactive dashboards, analytical applications, and data visualizations for business stakeholders. Familiarity with modern software development practices, including source control (Git), code reviews, testing and CI/CD principles. Demonstrated ability to leverage AI-assisted development tools responsibly to improve productivity while maintaining high standards for code quality, validation, and documentation. Strong communication and collaboration skills, with the ability to work effectively across technical and business teams. Ability to prioritize multiple initiatives and manage ambiguity. Primary Job Functions Lead the development and implementation of advanced analytical solutions that improve pricing, underwriting and portfolio management decisions. Create and maintain curated analytical datasets by transforming data from multiple sources into formats optimized for pricing and underwriting analysis. Develop portfolio analytics, segmentation methodologies, interactive dashboards and applications that provide insight into profitability, growth, risk characteristics, business mix and emerging trends. Partner with Pricing and Underwriting leadership to prioritize initiatives, translate business challenges into analytical solutions, manage project execution, and communicate progress to stakeholders. Evaluate and implement emerging technology, analytical methods and AI capabilities that create measurable business value. Lead a high-performing Advanced Analytics team by establishing priorities, managing project portfolios, coaching and mentoring team members, and fostering a culture of technical excellence, innovation and continuous improvement. Other duties as assigned. Salary Range $165,000 – $190,000 base salary, commensurate with experience. Additional Information: Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more Job Posting Disclaimer: Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender. Fortegra is not accepting unsolicited resumes from search firms for this position. Internal Notice: As part of our commitment to talent development, this position is open for internal promotion applications at the time of public posting. #LI-Onsite Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Posted 4 weeks

J.P. Morgan Wealth Management – Private Client Advisor – St Augustine, FL

JPMorganChase - Saint Augustine, FL 32084

JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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.

Posted 4 weeks

Patient Financial Services Coordinator | Radiology Admitting | PRN | Days

UF Health - Jacksonville, FL 32209

Overview: Plays a vital role in managing patient financial interactions by verifying insurance coverage and assisting with billing inquiries. Ensures accurate processing of payments and collaborates with healthcare providers and insurers to resolve billing issues. Guides patients through payment options and financial assistance programs while maintaining detailed records of all financial transactions. Supports the billing department by preparing insurance claims and actively monitors account balances to follow up on outstanding payments. Responsibilities: • Manages patient financial interactions by verifying insurance coverage and assisting with billing inquiries. • Ensures accurate processing of payments and resolves billing issues. • Collaborates with healthcare providers and insurers to facilitate billing accuracy. • Guides patients through payment options and financial assistance programs. • Maintains detailed records of financial transactions. • Supports billing department with insurance claims preparation. • Monitors account balances and follows up on outstanding payments. Qualifications: Corp: High school diploma or equivalent required, college degree or rlated coursewrok preferred • 2+ years experience in patient financial services or billing coordination • Knowledge of insurance verification and payment processing • Strong organizational and communication skills • Experience assisting patients with billing inquiries and financial assistance • Familiarity with healthcare compliance and confidentiality standards

Posted 4 weeks

Patient Financial Services Coordinator | Radiology Admitting | Full-Time| Days

UF Health - Jacksonville, FL 32209

Posted 4 weeks

Patient Financial Services Coordinator | Patient Access | Full time | Days

UF Health - Jacksonville, FL 32209

Overview: Reports directly to the Departmental Manager/Supervisor. Completes the admission/registration process and other admission finance functions. Serves as liaison between patients, nurses, physicians and others. Responsible for handling walk-in patients and incoming telephone calls from customers seeking assistance with matters involving the patient accounting function. This position must be knowledgeable of admitting, billing and collection functions and be able to resolve any outstanding issues without involving other staff members. Provides excellent customer service. Qualifications: Education Required: GED or High School Diploma Preferred: Bachelor’s degree, CHAA certification, and experience in a healthcare/medical insurance environment Experience Required: 3–5 years of customer service experience, preferably in a healthcare setting Skills and Qualifications Strong interpersonal skills Ability to communicate effectively with individuals from diverse backgrounds Knowledge of insurance requirements preferred Excellent decision-making skills and initiative Detail-oriented with strong organizational skills Ability to prioritize tasks and manage workflow effectively Ability to perform cashiering functions Ability to handle stressful situations professionally Proficiency with PCs in a Windows environment and minimum typing speed of 25 wpm