Job Results
Financial Services
Posted 4 weeks
Fund Finance and Intermediary Payments Manager
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 Manager 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. 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 Lead Section 15(c) profitability reporting end-to-end, overseeing data sourcing and validation, reviewing profitability calculations and disclosure outputs, driving issue resolution and stakeholder alignment, and ensuring timely delivery with complete, accurate supporting documentation. Own invoice processing end-to-end (receipt, validation, coding, approvals, and posting), driving timely resolution of invoice and payment exceptions (e.g., mismatches, missing support, pricing/terms disputes, duplicate invoices). Coordinate fund expense reimbursement activities, including expense allocation validation, securing required approvals, and assisting with transfer processing; manage exceptions through completion and documentation. Oversee run-rate revenue and expense analysis to assess fund financial viability, ensuring sound assumptions, analytical rigor, and clear communication of findings and recommendations. Lead annual budgeting cycles for fund expenses, coordinate assumptions, timelines, and approvals. Oversee the maintenance and reconciliation of fee accruals (e.g., unified fee accruals, trustee retainer fees), ensuring calculation accuracy, timely postings and true-ups, and complete support for period-end close and reporting. Qualifications Required Bachelor's degree preferably in accounting, finance, or related discipline; or equivalent experience. 7+ years of experience in fund finance, fund operations/accounting, asset management services, or controllership with increasing leadership responsibility. Strong understanding of fund expense models, vendor management and payables controls, accrual mechanics, and period-end close support in an investment funds environment. Experience supporting board/advisory reporting and delivering audit-ready documentation and controls evidence Advanced Excel capability; experience with enterprise resource planning (ERP) / accounting platforms, workflow tools, and process automation preferred. Proven ability to lead cross-functional stakeholders, drive exception resolution, and run governance for high-volume, high-precision deliverables. 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/MBA or advanced credentials Detail-oriented, analytical, and comfortable with high-volume, deadline-driven cycles. Experience with Section 15(c) profitability support 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 4 weeks
FINANCE MANAGER- Infiniti
Hanania Automotive Group - Saint Augustine, FL 32086
FINANCE MANAGER – INFINITI DEALERSHIP! Hanania Automotive Group • Family-Owned • Growth-Focused • High-Earning Potential Hanania Automotive Group is expanding — and we’re looking for a driven, sharp, and customer-focused Finance Manager to join our Infiniti dealership located in Orange Park, FL. If you’re a pro at closing deals, maximizing profit, and delivering a seamless guest experience, this is your moment to join a winning, family-owned organization. Experience The Hanania Advantage Where finance leaders grow, earn, and thrive. Strong compensation plan with high-income potential (up to 20% product penetration) Health, dental & voluntary benefits starting the month after hire 401(k) retirement plan with match after 1 year of employment Career advancement + ongoing training Family-owned culture with real support Access to top-tier vehicles Employee pricing on vehicles, parts & service A stable, fast-growing automotive group What we need from you: 80% FI Penetration High Maintenance and Warranty percentages High school diploma or equivalent required; further education preferred. Minimum of 2 years’ experience in automotive finance management. Excellent communication, negotiation, and presentation skills. Must pass pre-employment background and drug screening. Ready to step into a high-performing finance department with a brand you love? Apply today and grow with a winning team. An Equal Opportunity Employer Hanania Automotive Group is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law.
Posted 4 weeks
EXPERIENCED FINANCE MANAGER – CDJR PALM COAST
Hanania Automotive Group - Palm Coast, FL 32164
Are you a seasoned finance professional with a passion for driving excellence in a dynamic automotive environment? Hanania Automotive Group is seeking an Experienced Finance Manager to lead our finance and insurance operations with a focus on innovation, regulatory compliance, and exceptional customer service. This role offers an exciting opportunity to apply your leadership skills and financial expertise in a fast-paced, rewarding setting. What we offer for your talent: A performance-based commission structure and incentives for your extraordinary skills and knowledge. A comprehensive benefits package, including health, dental, voluntary benefits starting the month following your hire date, with attractive retirement plans. Ongoing training and development opportunities to fine-tune your skills. A work culture that celebrates diversity, creativity, and innovation. Exclusive employee discounts on vehicle purchases, parts, and services. Duties & Responsibilities: Insurance & Financing Sales: Sell insurance and financing products to customers, tailoring solutions to meet their needs and enhance their buying experience. Title Laws & Registration: Maintain full proficiency in title laws and the registration process to ensure accurate and compliant documentation. Compliance: Ensure all deals comply with local, state, and federal guidelines, maintaining a high level of regulatory adherence. Deal Management: Accurately desk deals, submit them to lenders for approval, make credit decisions, and close deals effectively. Finance Relationships: Establish and maintain strong working relationships with multiple finance sources, including manufacturers. Documentation & Delivery: Prepare and review paperwork and contracts, ensuring all deal packages are complete and properly documented before submission to lenders. Audit: Conduct post-sale audits of team deals to verify accuracy and compliance. Funding: Ensure the expeditious funding of all contracts, facilitating smooth financial transactions. Upselling: Promote vehicle service contracts and aftermarket items to enhance customer satisfaction and dealership profitability. Additional Duties: Perform other duties as assigned to support dealership operations and objectives. What we need from you: High school diploma or equivalent required; further education preferred. Minimum of 2 years’ experience in automotive finance management. Excellent communication, negotiation, and presentation skills. Strong interpersonal skills and a confident, professional demeanor. Ability to work with sales teams and manage multiple tasks effectively. Proficiency in math and computer applications, including Microsoft Office. Must pass pre-employment background and drug screening. CDK experience preferred. Experienced with a proven track record. APPLY NOW and start your fruitful career with Hanania Automotive Group! An Equal Opportunity Employer Hanania Automotive Group is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law.
Posted 4 weeks
Analyst II , Pricing
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Business Administration Job Description • Developing professional individual contributor • Works independently with general supervision • Problems faced are difficult but typically not complex • May influence others within the job area through explanation of facts, policies and practices Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 4 weeks
Director Business Dev Officer-Cap Equip Finance (Remote) FL, GA, AL, MS
First Citizens Bank - Jacksonville, FL 32258
Overview: This is a remote role that will only be hired in the following location(s): FL, GA, AL, MS. First Citizens Bank - Capital Equipment Finance (CEF) provides equipment loans and leases for transactions ranging in size from $3 million to $100 million and more. We offer flexible structures and terms of up to eight years, with advance rates tailored to the collateral type, industry type and the credit profile of the borrowers. The CEF business unit targets clients with credit profiles ranging from B to BB+, in general. Responsibilities: Focus on directly originating transactions of $3MM to $100MM both for CEF's own account and in connection with syndication to other industry players Cross sell other First Citizens bank products through internal referrals Interface with C Suite level executives Solicit and origination transactions with all types of equipment types and industries including; construction, manufacturing - discrete and process, automotive, energy, transportation, chemicals and plastics, inland marine. Act as deal advocate using strong credit skills in working with the underwriting team to facilitate transactions through closing. Qualifications: Required: Bachelor's Degree and 8 years of experience in Direct origination of transactions ranging from $3MM to $100MM OR High School Diploma or GED and 12 years of experience in Direct origination of transactions ranging from $3MM to $100MM Preferred: BA Business or Economics Understanding of all market deal structures Direct origination of direct equipment finance and leasing transactions for companies with revenues greater than $75 million dollars. 8 years in an Equipment finance deal origination role with strong understanding of credit, collateral and structuring Strong track record closing transactions and developing a new territory Strong and respected reputation in industry with strong base of clients and contacts Previous credit background and bank experience a plus Understands the benefits of selling tax lease products If hired in Florida, Alabama, Georgia or Mississippi the base pay for this position is generally between $175,000.00 and $200,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. 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 4 weeks
Actuarial Internship – Summer 2026
Olympus Insurance - Jacksonville, FL 32256
Job Title: Actuarial Intern Location: Jacksonville, FL (In-Office) Department: Actuarial Department Reports to: VP of Actuarial Services Schedule: 25-35 hours per week from May through August 2026 (exact dates will be determined by school term) Who We Are Olympus Insurance Company is the premier insurance partner, providing the broadest coverage and superior service for Florida homeowners since 2007. We believe that insurance is a promise, and we honor our commitment to help homeowners navigate life's inevitable storms. Becoming an Olympian means joining a collaborative, people-first culture built on growth, accountability, and connection. Think Ahead. Think Olympus. About the Role The primary responsibility of the role will be to assist in executing responsibilities related to pricing, reserving, and data analysis support for Underwriting, Claims, Marketing, Sales, Accounting, and IT. What You'll Do Develops and prepares analysis utilizing accepted actuarial techniques to support pricing and reserving projects with direct guidance from manager. Communicates analysis results and proposals to management, regulators, and other non-technical users both in writing and orally. Analyzes recurring and ad-hoc reports for production, retention, exposure management, loss trends, etc. Identifies opportunities to improve rating/reserving systems by increasing efficiencies. Conducts rating and underwriting research, search for competitor filings and identify and analyze variables and algorithms for improved risk segmentation. Works with vendors and regulators as necessary to ensure expeditious regulatory approval of company filings. Continues to progress in actuarial exams in pursuit of professional designation. What We're Looking For Currently pursuing or completion of a Bachelor’s degree in actuarial science, mathematics, statistics, finance, economics, or related fields. Proven analytical and problem-solving abilities. Advanced use of Microsoft Office products (Excel, Outlook, Word). Ability to exercise good judgement and maintain confidentiality in maintaining critical and sensitive information, records, and reports. Intermediate SQL skills. Prior internship experiences in actuarial, insurance, or related fields a plus. Successful completion of 1 CAS exam preferred. What You’ll Gain Direct exposure to and mentorship from a corporate actuarial leader Hands-on experience with real-world pricing, reserving, and data analysis work Insight into the insurance industry and corporate operations Opportunity to contribute to meaningful business initiatives EEO Compliance Olympus Insurance Company is an equal opportunity employer committed to fostering a diverse, inclusive, and respectful workplace. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy, childbirth, and related medical conditions), age, disability, genetic information, marital status, sexual orientation, gender identity or expression, veteran or military status, or any other protected characteristic under federal, state, or local law. Agency Disclaimer: This job posting is not intended to solicit resumes from staffing agencies. Any unsolicited resumes sent to this posting, to employees, or to the Company without a valid written and signed agreement from Human Resources will be considered the property of the Company, and no fees will be paid. This position will remain open until April 24, 2026, or until a sufficient pool of qualified candidates has been identified.
Posted 4 weeks
Strategic Workforce Planning Analyst
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description We are FIS. Our technology powers the world’s economy, and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you’re ready to learn, grow, and make an impact with a career in fintech, we’d like to know: Are you FIS? About the Role As a Strategic Workforce Planning Analyst, you will support the creation and execution of workforce plans aligned with FIS’s business objectives. In this role, you will analyze talent needs, develop solutions to workforce challenges, and partner with business leaders to drive data‑informed decision‑making. Your work will ensure that scenario planning and analytics help shape organizational strategy and operational goals. What You Will Be Doing Collaborating with the workforce planning team to assess current and future talent needs. Supporting scenario‑planning methodologies to evaluate workforce impacts across varying business conditions. Managing projects and processes with a focus on continuous improvement. Coaching and supporting junior team members to maintain high analytical and reporting standards. Partnering with leadership to align workforce plans with broader business strategies. Contributing solutions to complex workforce planning challenges using industry insights and benchmarks. Developing and documenting operational plans to meet tactical and strategic workforce objectives. Identifying opportunities to enhance workforce planning processes for improved service delivery. Ensuring all recommendations and analyses are grounded in strong business process and data analysis practices. What You Will Need University degree or equivalent experience. 3–5 years of experience in workforce planning, HR analytics, business analysis, or a related field. Strong analytical skills, including experience with data analysis and scenario modeling. Knowledge of business processes, data management, and organizational planning techniques. Ability to manage multiple projects and priorities with minimal supervision. Proficiency in workforce analytics or business intelligence tools (e.g., Excel, Power BI). Excellent written and verbal communication skills. Added Bonus If You Have Experience with HR data systems or workforce planning software. Familiarity with business process improvement methodologies. Understanding of financial modeling or budgeting in a workforce context. Knowledge of regulations related to workforce management. What We Offer You A career at FIS is more than just a job, it’s an opportunity to help shape the future of fintech. We offer: A voice in the future of fintech Continuous learning and development A collaborative and inclusive work environment Opportunities to give back to the community Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 4 weeks
Internal Auditor Lead
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Accounting Job Description Every day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate our success together. If you want to make an impact in fintech, we’d like to know: Are you FIS? About the role: The Internal Auditor Lead is an experienced auditor proficient in the day-to-day tasks of executing an audit and may have experience in the “lead” role of executing an engagement and supervising junior staff. What you will be doing: Lead and support audit teams during financial, operational, regulatory, and/or Sarbanes-Oxley (SOX) audit projects from beginning to end of the audit assignment. This includes assisting the project manager with planning, scoping, and execution of audit. Assess engagement level risks and evaluate and validate key controls. Develop audit work programs and document workpapers and other audit materials that meet all relevant professional practice and FIS Internal Audit methodology requirements. Observe, understand and document business processes in detailed narratives and/or process flows, including identification of risks and key controls. Perform and document walkthroughs surrounding the test of design for controls tested within financial, operational, regulatory, and SOX audit projects. Conduct initial review of staff auditor workpapers to ensure consistency with audit methodology and quality standards. Formulate logical and supportable conclusions. Identify and communicate audit observations encountered and offer recommended solutions relevant to business and risk. Prepare well-written and meaningful reports summarizing audit results. Proactively manage audit finding tracking and documentation of status updates obtained via management action owners, and timely execution of remediation testing. Lead or support special investigations and other projects in addition to traditional audit projects, where requested. Demonstrate strong organization skills and leverage technology tools and resources, such as Microsoft co-pilot, which allow for an effective and efficient work environment. Develop and foster professional relationships within the audit team and across the business. Establish trust and credibility with key stakeholders. Lead, teach, and mentor audit staff not only on assigned audit projects but also through their career progression. Contribute to a high-performance environment. Determine and drive personal professional development plan. Support the maintenance and development of Internal Audit annual risk assessments and audit plan development. What you will need: Earned a bachelor’s degree in accounting, finance, technology, or other related discipline. Hold one or more professional certifications (e.g. CPA, CIA, CISA, CFE) (Internal Auditor Senior, Internal Auditor Lead, and Internal Auditor Senior Lead), or the desire and determination to pursue such (Internal Auditor Senior only) Minimum of three years of experience, preferably in a Fortune 500 or professional services firm: Although financial services and/or technology industry experience is highly desired, other industry experience will be considered as appropriate. Experience in highly regulated environments is a plus. Professional services experience acquired from a Big 4 environment or highly regarded consulting firm is desired. Ability and willingness to travel on occasion (0-10%, depending on location). Excellent communication skills (oral and written). Demonstrates high integrity, credibility, and trustworthiness. Solid understanding of the Institute of Internal Audit (IIA) Global Standards. Positive and professional demeanor. Team player. Desire to learn and ability to overcome challenges and adapt in a fast-paced environment. Proactive and high-quality execution focused. Sound decision making skills and judgment. Strong organizational skills and ability to balance multiple deliverables. What we offer you: At FIS, you can learn, grow and make an impact in your career. This role exposes you to a variety of lines of business and corporate functions at FIS, including some of our most prominent executive leaders. As you grow your network at FIS, you will have ample opportunity for upward movement within the department or laterally in other areas of the enterprise. In addition, you receive exceptional benefits including: Flexible and creative work environment with a hybrid working arrangement Diverse and collaborative atmosphere Professional and personal development resources Opportunities to give back Work – life balance Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 4 weeks
Relationship Specialist
VyStar Credit Union - Neptune Beach, FL 32266
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. ESSENTIAL RESPONSIBILITIES • Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. • Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. • Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. • Handle personal and business account transactions, open accounts, and process various types of loan applications. • Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. • Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. • Support and participate in all Credit Union initiatives and campaigns. • Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. • Work with relative independence to accomplish tasks. • Exhibit a high degree of integrity, trustworthiness, and professionalism always. • Exude a positive and professional attitude with members and partners consistently. • Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. • Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. • Actively lead by example through community service supporting the VyStar brand. • Utilize excellent verbal and written communication skills. • Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. • Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. • Address and overcome objections effectively while educating members about the wide array of offerings available. • Perform other duties as assigned. • All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION • High School Diploma/GED is required. • Associate’s degree is preferred. EXPERIENCE • Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES • Ability to process accurate transactions and requests. • Must possess and utilize excellent listening skills, verbal, and written communications skills. • Proficient in the use of the Internet and Microsoft Office. • Must have an outgoing personality and a strong desire to help people. • Must be professional in appearance and attitude. • Must be able to handle many tasks in a fast-paced environment. • Must possess strong critical thinking and decision-making abilities. • Strong communication skills and a genuine passion for sales are essential for success in this role. • May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. • Focus - Focus your full attention by carefully listening to and observing your client or member. • Connect - Consistently be friendly and approachable. Demonstrate you care. • Understand - Listen empathetically and ask questions. (70%/30%) • Counsel - Recommend solutions based on your client’s or member’s needs and objectives. • Advance - Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 4 weeks
Relationship Specialist I
VyStar Credit Union - Jacksonville, FL 32221
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources