Job Results
Financial Services
Posted 2 days
Associate Account Executive (R-19042)
Dun & Bradstreet - Jacksonville, FL
Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. For over 180 years, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. In this role, you will support the Company’s growth in selling products and services to new and existing small business clients through remote channels such as telephone and virtual consultations. In this foundational role, you will learn to identify the unique needs of small business customers and deliver tailored solutions that support their growth. You will contribute to maintaining and growing revenue by supporting renewal efforts and identifying opportunities for cross‑sell and up‑sell. This role serves as a development path into our Small Business sales roles, offering hands‑on experience, strong training, and the opportunity to build essential sales skills for long‑term career growth. Essential Key Responsibilities Qualify leads based off Budget Authority Need and Timeline (BANT) and pass to the appropriate internal Small Business Sales team. Be able to conduct a needs-based assessment and transition the customer's needs to the best product and solutions available within scope of role, and lead pass when opportunity arises Develop an in-depth understanding of all the Small Business product suite's features, functionality, and benefits. Effectively manage and follow up on assigned leads, ensuring a seamless transition from lead to client engagement. Provide customized solutions based on the unique requirements of the prospect, ensuring alignment with their goals and objectives. Nurture leads through sequenced outreach, timely follow-ups, and appointment setting where applicable. Complete the required number of outbound calls on a daily basis to qualify prospects and schedule appointments for the Account Executives (Outbound). Additional duties as assigned Education & Experience Required Years of Relevant Experience: 2 to 4 years High School Degree: Required Associate's Degree: Preferred Bachelor's Degree: Preferred Essential Skills and/or Certifications An assertive, persistent, self-motivated professional who is a strong listener with a positive attitude and a limitless amount of energy. Possess an aptitude for quickly grasping selling techniques and product knowledge. Experience selling an intangible product and/or inside sales experience is strongly preferred. Has a proven track record of achieving/exceeding quota and ability to thrive in a high volume, high energy, fast-paced, sales-driven call center environment. Computer knowledge with good communication, organizational and time management skills. Clear, confident phone presence; excellent active listening and objection handling. Comfortable initiating contact with unfamiliar prospects and driving engagement through effective phone outreach. Maintains energy, professionalism, and consistency while handling large volumes of outreach and frequent rejection. Show an ownership mindset in everything you do; be a problem solver, be curious and be inspired to take action, be proactive, seek ways to collaborate and connect with people and teams in support of driving success. Continuous growth mindset, keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors as well as widen and broaden your competencies through structural courses and programs. Key Stakeholders External Clients, SMB Account Executives, Customer Service, Sales Operations, Sales Compliance, Marketing, Training and Enablement Physical Requirements Employees must be able to perform the essential functions of this position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions. Ability to sit, speak and operate telephone and/or computer for long periods of time Ability to handle pressure, stressful conditions, and conflict resolution Ability to work day, evening and/or weekend hours as needed Regular attendance in the office Benefits We Offer · Generous paid time off in your first year, increasing with tenure. · Up to 16 weeks 100% paid parental leave after one year of employment. · Paid sick time to care for yourself or family members. · Education assistance and extensive training resources. · Do Good Program: Paid volunteer days & donation matching. · Competitive 401k with company matching. · Health & wellness benefits, including discounted Wellhub membership rates. · Medical, dental & vision insurance for you, spouse/partner & dependents. All Dun & Bradstreet job postings can be found at https://jobs.lever.co/dnb. Official communication from Dun & Bradstreet will come from an email address ending in @dnb.com. Notice to Applicants: Please be advised that this job posting page is hosted and powered by Lever, a subsidiary of Employ Inc. Your use of this page is subject to Employ's Privacy Notice and Cookie Policy, which governs the processing of visitor data on this platform. Equal Employment Opportunity (EEO): Dun & Bradstreet provides equal employment opportunities to applicants and employees without regard to race, color, religion, creed, sex, age, national origin, citizenship status, disability status, sexual orientation, gender identity or expression, pregnancy, genetic information, protected military and veteran status, ancestry, marital status, medical condition (cancer and genetic characteristics) or any other characteristic protected by law. Know Your Rights: Workplace Discrimination is Illegal - The current poster can be found here. We participate in E-Verify - The current poster can be found here. Accommodations information for applicants with disabilities: Dun & Bradstreet is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with Dun & Bradstreet, please send an e-mail to [email protected] to let us know the nature of your accommodation request and your contact information. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please visit https://bit.ly/3LMn4CQ.
Posted 2 days
Professional Services Engineer
FIS - Jacksonville, FL 32202
Position Type : Part time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Computer Science 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 As a Professional Services Engineer, you’ll help build and support fintech solutions that power the way the world pays, banks, and invests. You’ll work across the software development lifecycle, contributing to the design, development and enhancement of applications in a complex enterprise environment. This is an advanced professional role for an experienced developer who thrives on solving complex problems and working independently. You may serve as a technical lead or subject matter expert on medium- to high-complexity initiatives, collaborate with cross-functional teams, and help guide the work of other technical professionals. About the team You’ll be part of a collaborative technology team focused on delivering secure, scalable, and reliable solutions that support critical business operations. The team works closely with business partners and cross-functional technology groups to design, enhance, and maintain applications used across the organization. What you will be doing Develop program logic for new applications and modify logic in existing applications Code, debug, implement, and maintain software applications Maintain and integrate new application components Ensure the successful deployment of system improvements and enhancements Make recommendations for the development of new code or the reuse of existing code Write technical specifications and other forms of documentation Complete project assignments and special projects aligned with role expectations Provide leadership, coaching or guidance to other technical professionals as needed Serve as a subject matter expert for assigned applications or technologies Perform other related duties as assigned What you will need Bachelor’s degree in computer science, information systems, or equivalent experience Experience in application development Experience with COBOL in a Unisys environment Knowledge of modern, end-to-end systems development life cycles Proficiency in business modeling and requirements definition disciplines Strong problem-solving, organizational, time management and teamwork skills Excellent customer service skills that build strong internal and external relationships Effective written and verbal communication skills with both technical and non-technical audiences Ability to proactively gather information, share ideas and collaborate across teams Willingness to share technical and industry knowledge with peers Added bonus if you have Experience serving as a technical lead on large or complex application development projects Demonstrated ability to work independently on medium- to high-complexity initiatives Experience coaching or mentoring junior technical staff What we offer you At FIS, you can grow your career as far as you want to take it. Here’s what else we offer: Opportunities to make an impact in fintech Personal and professional learning and development Inclusive, diverse work environment Resources to give back to your 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 2 days
Designer Lead, Product Design
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Job Description At FIS, our technology helps power the world’s economy. We are a global leader in financial services technology, delivering innovative solutions that help clients grow, protect, and optimize their businesses. Our people are at the heart of what we do, and we’re committed to building digital experiences that help employees do their best work. NOTE: 1: This position is hybrid (3 days onsite) at our FIS Office location in Jacksonville (FL) 2: Current and future sponsorship are not available for this position. About the Role: The Designer Lead, Product Design is a design leader within the Digital Employee Experience (DEX) AI program, responsible for shaping and delivering AI‑powered employee experiences end to end. This role defines how employees interact with AI‑enabled tools, platforms, and workflows—ensuring experiences are human‑centered, accessible, and aligned to enterprise standards. You will partner closely with Product, Business Systems Analysis, Engineering, Data, and HR to translate AI capabilities into clear, usable, and trusted experiences. You will also set design direction, drive consistency, and raise the quality bar across the DEX AI rollout. What you will be doing: AI Digital Employee Experience Design Leadership Lead the product design strategy for AI‑powered employee experiences, including copilots, conversational interfaces, intelligent workflows, and personalization. Own the end‑to‑end design process from discovery and concept development through delivery, measurement, and continuous improvement. Translate AI capabilities into intuitive experiences that improve employee productivity, confidence, and engagement. Design AI interactions that are transparent and trustworthy, aligned with responsible AI principles and enterprise guidelines. Product & Experience Design Partner with product managers and business analysts to define experience vision, user journeys, and success outcomes for AI‑enabled employee products. Create and review user flows, wireframes, prototypes, interaction models, and high‑fidelity designs. Apply human‑centered design, service design, and design thinking to solve complex employee experience challenges. Maintain consistency across platforms by contributing to and evolving enterprise design systems and experience standards. AI Enablement & Collaboration Partner with engineering and AI platform teams to ensure designs are feasible, scalable, and delivered to a high quality bar. Collaborate with data and AI teams to understand model behavior, outputs, and constraints, and reflect them clearly in the user experience. Support change management and communications partners to roll out new AI‑driven experiences with clear guidance and in‑product education. Leadership & Influence Lead by influence within the DEX AI program—mentoring designers and strengthening design practices. Facilitate workshops, critiques, and co‑creation sessions with cross‑functional stakeholders. Advocate for accessibility, inclusion, and usability across all employee‑facing AI experiences. What you will need: Product Design Expertise Deep experience in product design, UX/UI design, or service design within complex digital environments. Demonstrated ability to lead design for large‑scale enterprise platforms or products. Strong portfolio demonstrating end‑to‑end design execution and outcomes. AI & Digital Experience Skills Experience designing AI‑enabled or data‑driven experiences (e.g., conversational interfaces, personalization, automation, or decision support). Understanding of AI UX considerations including trust, transparency, and explainability. Ability to balance automation with human control, clarity, and appropriate guidance. Collaboration & Communication Strong communication and storytelling skills; able to present design concepts to technical and non‑technical audiences. Experience partnering with product, engineering, and data teams in agile or product delivery models. Added Bonus if you have: Experience designing employee‑facing platforms, HR technology, or internal digital tools. Familiarity with responsible AI, accessibility standards, and inclusive design practices. Experience contributing to or leading design systems in large organizations. What we offer you: At FIS, you can learn, grow and make an impact in your career. Our benefits include: Flexible and creative work environment Diverse and collaborative atmosphere Professional and personal development resources Opportunities to volunteer and support charities Competitive salary and benefits NOTE: 1: This position is hybrid (3 days onsite) at our FIS Office location in Jacksonville (FL) 2: Current and future sponsorship are not available for this position. 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 2 days
Product Manager Principal, Enterprise Data Team
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 start learning, growing and making an impact with a career in fintech, we’d like to know: Are you FIS? About the team: FIS, as a technology leader, is investing in data, analytics and AI capabilities to drive commercial success with our financial services clients. The Enterprise Data Team is a start-up within FIS charged with designing data and AI solutions globally and delivering locally with our business units. Locations: Jacksonville, FL / Milwaukee, WI / Atlanta, GA / New York, NY Positions Available: Data, Analytics & AI, Data Strategy & Delivery About the roles: FIS is hiring multiple product leaders! We are seeking highly experienced product leaders with deep expertise in financial services to drive the commercial success of the Enterprise analytic product portfolio. In this senior individual contributor role, you will focus on working backward from client needs and business opportunities to identify, define, and shape innovative analytic products that deliver tangible business value. You will champion a customer-centric product strategy, ensuring each data product is rooted in real client problems and delivers measurable outcomes (revenue growth, cost savings, improved customer experience). This role emphasizes strategic thinking, client engagement, product vision, and commercial impact over technical execution. With FIS’ Neutron Engine, you deliver data products that are AI- and agentic-ready – meaning they are built to enable intelligent automation, advanced analytics, and autonomous AI agents in line with the latest industry trends. Given the highly regulated nature of financial services, you will also ensure our data products comply with relevant regulations and data governance standards, leveraging your knowledge of financial data domains and regulatory considerations (e.g. privacy laws, FCRA, AML/KYY) throughout the product lifecycle. What you’ll be doing: You’ll be responsible for driving FIS’ Enterprise Data Product strategy, roadmap, and revenue. Drive the data strategy and execution; maintain keen awareness of industry landscape and directly inform FIS go-to-market efforts and product strategy Leverage your commercial acumen to grow the Enterprise data product pipeline and P&L Be a company thought leader how FIS data can be used to enable analytics, AI and agentic products and solutions Articulate FIS product vision clearly and concisely translating complex concepts into easily accessible and understood content and visualizations Manage the creation of senior level client and FIS business leader level executive communications Design innovative Data products guided by your deep financial services and regulatory expertise Lead across cross-functional teams enabled by your exceptional partnership and narrative skills Partner with client teams to guide product consumption and refinement Drive data partnerships to augment the value and distribution of our data products What you bring: Drive the data strategy and execution; maintain keen awareness of industry landscape and directly inform FIS go-to-market efforts and product strategy Leverage your commercial acumen to grow the Enterprise data product pipeline and P&L Be a company thought leader how FIS data can be used to enable analytics, AI and agentic products and solutions Articulate FIS product vision clearly and concisely translating complex concepts into easily accessible and understood content and visualizations Manage the creation of senior level client and FIS business leader level executive communications Design innovative Data products guided by your deep financial services and regulatory expertise Lead across cross-functional teams enabled by your exceptional partnership and narrative skills Partner with client teams to guide product consumption and refinement Drive data partnerships to augment the value and distribution of our data products What we offer you: A career at FIS is more than just a job. It’s the change to shape the future of fintech. At FIS, we offer you: A voice in the future of fintech Always-on learning and development Collaborative work environment Opportunities to give back Competitive salary and benefits FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $0.00 - $999,999,999.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. 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 2 days
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 2 days
Relationship Specialist I
VyStar Credit Union - Palatka, FL 32177
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 2 days
Client Service Associate
Bank of America - Jacksonville, FL 32256
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing shared client service support to potentially multiple Financial Advisors (FAs) who have both short -term and long-term coverage needs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Required Qualifications: Minimum of one year of experience working in a client servicing operations capacity or in the banking/ financial industry Proficient in Microsoft Word and Excel Desired Qualifications: Bachelor’s Degree in a related field Knowledge of investment and banking products, policies and procedures Flexible and adaptable to changing business needs and evolving job expectations Strong technological skills Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Time Management Organized Detail Oriented Multi-tasking Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5
Posted 2 days
Information Management Consultant – Wealth Management Performance Operations
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 an 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! Job Description: This job is responsible for complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. This role also may support projects and initiatives and prepare executive-level reports and presentations, while providing deep subject matter expertise. Line of Business Description: Upon receipt of performance data, the Wealth Management Performance Operations team addresses performance inquiries, return outliers, and onboarding items. The team confirms data, researches issues, and works with partners to correct or complete performance information, ensuring exact performance reporting results are available on the platforms to support advisors and clients. Responsibilities: Performs complex activities supporting the onboarding and ongoing maintenance of investment performance data, including confirming vendor and custodial data feeds and ensuring exact historical and ongoing performance returns are available Leads end‑to‑end resolution of complex performance data issues and client inquiries, including research, escalation, and confirmation of resolution Executes performance data corrections, sending vendor or technology requests, excluding securities when needed, and ensuring updates are applied accurately Supports high‑volume workflows while consistently meeting service level agreements, prioritizing work effectively during peak periods to ensure prompt and correct delivery of performance returns Performs quality assurance reviews of automatically generated client account rates of return Identifies potential risks, evaluates process controls, and supports risk management and audit readiness activities, including documentation of approvals, exceptions, corrective actions, and mitigation strategies Reviews, updates, and keeps procedures and job aids to ensure they accurately reflect current processes, system enhancements, data sources, and regulatory or business requirements Partners with technology teams, data providers, vendors, advisory partners, and control functions to support process improvements, resolve data issues, and enhance performance data onboarding and reporting capabilities Demonstrates a strong understanding of end‑to‑end process flows, including upstream and downstream impacts, process controls, and risk considerations associated with performance data management Serves as a subject matter expert, supporting knowledge transfer by helping with training, coaching, and guidance of peers to ensure consistent execution, quality standards, and process adherence Required Qualifications: 2+ years of experience supporting or overseeing the review of complex financial or client data, ensuring accuracy, completeness, and compliance with established procedures 1+ year leading and executing process changes Demonstrated experience working in high‑volume, time‑sensitive environments, consistently meeting SLAs 1+ year of experience supporting or working with financial markets and investment assets, including equity, fixed income, and alternative investments Experience tracking and monitoring key performance indicators for an operational process Minimum of 6 months of experience training, coaching, or providing guidance to others to meet quality standards and performance expectations Ability to manipulate and analyze data in Microsoft Excel, using pivot tables, lookup functions and data validation Proven ability to manage multiple priorities independently while keeping strict attention to detail and accuracy Desired Qualification: Basic understanding of wealth management or retirement products and performance reporting methodologies Experience in the financial services, wealth management industry and/or operations Experience collaborating with cross‑functional partners, including technology, vendors, controls, and advisory teams, to resolve issues and support business initiatives Skills: Account Management Attention to Detail Customer and Client Focus Problem Solving Written Communications Analytical Thinking Controls Management Prioritization Result Orientation Mentoring Oral Communications Critical Thinking Adaptability Data and Trend Analysis Risk Management Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 2 days
Medication Technician
Allegro Living - Saint Augustine, FL 32080
Allegro Living serves as the parent company of Allegro Management Company and Spring Arbor Management Company, uniting decades of senior living expertise under one trusted name. Formed through the 2025 merger of two well-established brands, Allegro Living is building a premier senior living platform defined by inspired lifestyles, compassionate care, and meaningful regional reach. The only thing we're missing is YOU! Allegro St. Augustine | Assisted Living and Memory Care Community Open Position: Medication Technician - Med Tech - Certificate Required Available Shifts: • PRN Shifts available Is caring your superpower?! We're a crew of skilled, collaborative pros who bring energy, expertise and team spirit to everything we do! Come join our awesome care staff where heart, hustle, and humor go hand in hand! Be the magic behind the moments that matter!! Perks You'll Love: • Supportive and collaborative team • The most amazing residents you'll ever meet • Frequent appreciation events and team shout-outs! What You’ll Do: • Assist residents with daily living activities and passing medication with a smile! • Provide personalized, compassionate care that goes hand in hand with having fun! • Be a reliable and cheerful presence on the floor Bonus if you have: Previous Assisted Living or Memory Care experience or Skilled experience A team-player attitude and a passion for senior care The Medication Assistant Care Staff is to provide resident care services including assistance with self-administration of medication, to the residents in the Assisted Living area under the supervision of the Resident Services Director (RSD) according to scheduled duties and assist in maintaining a positive physical and social environment. Areas of Responsibility: • Able to approach all encounters with residents, associates, and visitors in a friendly, service-oriented manner. • Assist residents with medications as allowed under State guidelines. • Assist residents with activities of daily living, including bathing, dressing, grooming, toileting, changing of bed linens, positioning, transfer, mobility, and incontinence care. • Work closely with and maintain daily communications with the Resident Services associates to ensure continuity of care and services is maintained for the residents. • Participate in resident activities and lead resident activities as needed. • Meet customer service standards in a friendly, helpful, courteous manner with resident satisfaction a priority. • Other job duties assigned – see full job description. Required Qualifications: • Must be a minimum of 18 years of age. • Minimum one (1) year experience with senior adults. • May be a Licensed or Certified Nursing Assistant (CNA) or Nursing Assistant (NA), depending on the state requirements; if licensed or certified, must be in good standing with the state licensing or certifying agency. • Must possess current Medication Training certification. • Must have a positive Criminal Background Screening. • The Community is a drug free workplace; associates are subject to adherence to the Company Drug Free Workplace policy. Preferred Qualifications: • Certification in CPR and first aid preferred or as required by the State. • Previous experience with computerized resident documentation systems preferred. Allegro Living, LLC is an Equal Opportunity Employer Allegro Living, LLC is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Allegro Living to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited. Florida Care Provider Background Screening Clearinghouse Website: https://info.flclearinghouse.com/
Posted 2 days
PCA- CNA
Allegro Living - Saint Augustine, FL 32080
Allegro Living serves as the parent company of Allegro Management Company and Spring Arbor Management Company, uniting decades of senior living expertise under one trusted name. Formed through the 2025 merger of two well-established brands, Allegro Living is building a premier senior living platform defined by inspired lifestyles, compassionate care, and meaningful regional reach. The only thing we're missing is YOU! PCA & CNA and Caregiver Allegro St. Augustine | 1101 Plantation Island Dr S, St. Augustine, FL Starting at $16.00/hr — Higher rates based on experience! Schedule: Full Time and Part Time: • 1st shift -7AM- 3PM - Every Other Saturday and Sunday • 2nd shift - 3PM-11PM - Every Other Saturday and Sunday At Allegro Living Senior Living of St. Augustine, FL, we’re not just hiring — we’re inviting compassionate hearts to join our family! We’re seeking energetic, caring Personal Care Assistants (PCA) and Certified Nursing Assistants (CNA) to support our amazing Assisted Living residents. Here, every shift is a chance to brighten someone’s day, share a smile, and make a lasting difference. If you believe seniors deserve dignity, respect, and joyful moments — you belong with us. What We Offer • Competitive pay • Medical, Vision & Dental coverage (Medical for FT only) • Supplemental insurance (short-term, long-term disability & life insurance) • 401(k) Retirement Plan • A positive workplace where teamwork and kindness matter The primary responsibility of the Resident Assistant is to provide resident care services, as scheduled, under the supervision of the Resident Services Director (RSD) in Assisted Living areas, maintaining a positive physical and social environment. Areas of Responsibility • Approach all encounters with residents and associates in a friendly, service-oriented manner. • Assist residents with activities of daily living, including bathing, dressing, grooming, toileting, changing of bed linens, positioning, transfer, mobility, medicinal reminders, and incontinence care. • Keep proper records of care including a resident service plan and documenting services provided. • Be familiar with resident service plan and document all service provided. • Work closely and maintain daily communications with the Resident Services associates so that a continuity of care and services is maintained for the residents. • Promote a safe environment for residents, associates, and visitors. • Support the programming and operations of the neighborhood. • Additional job duties assigned – see full job description. Required Qualifications • Must be a minimum of 18 years of age. • High school diploma or equivalent. • Minimum one (1) year related health care experience required. • In any Community with an Ensemble Program, applicant must successfully complete required dementia training. • Must have a positive Criminal Background Screening. • The Community is a drug free workplace; associates are subject to adherence to the Company Drug Free Workplace policy. Preferred Qualifications • Certification in CPR and first aid preferred or as required by the state. • May be a Licensed or Certified Nursing Assistant (CNA) or Nursing Assistant (NA) depending on the state requirements, if licensed or certified must be in good standing with the state licensing or certifying agency. • Previous experience with computerized resident documentation systems a plus. Allegro Living, LLC is an Equal Opportunity Employer Allegro Living, LLC is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Allegro Living to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited. Florida Care Provider Background Screening Clearinghouse Website: https://info.flclearinghouse.com/