Job Results
Financial Services
Posted 4 weeks
Senior Financial Analyst, Global Finance Services
Deloitte - Jacksonville, FL 32202
Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do As a Senior Financial Analyst supporting the GFS ARM Business Advisor (BA) team, you will focus on following areas: Communicating directly with Geography / Business leadership, the Finance Business Partner team, and Engagement Financial Advisor (EFA) Team Coordinating and reviewing work from the India-based team in the handling of day-to-day and period end reporting including: Preparing high visibility reporting The team Global Finance Services uses the latest technology and insights to provide Deloitte with a fully-managed, global financial solution. We develop world-class processes that drive efficiency and effectiveness to ensure consistency and compliance across our global network. Qualifications Minimum of 3+ years of relevant finance experience, preferably in a professional services firm Demonstrated accomplishments in the following areas: Strong project management skills Working virtually and driving the vision of the team Process improvement Strong technical skills Working with professionals across all levels Bachelor's degree or related professional experience Limited immigration sponsorship may be available Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve Our culture At Deloitte Global people are valued and respected for who they are - with opportunities to bring their unique perspectives, talents and passions to business challenges. Our global workspace creates room for individuality and collaboration. Ours is an inclusive, supportive, connected culture with a focus on development, flexibility, and well-being. This culture makes Deloitte Global one of the most rewarding places to work, and to transform your career. 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 $66,200 to $110,200. 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. EA_ExpHire EA_FA_ExpHire
Posted 4 weeks
Financial Solutions Advisor – Participant Services (Series 7 required)
Bank of America - Jacksonville, FL 32256
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most – whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide service/education to active and separated Merrill 401k and Equity Plan Participants. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the Participant Services Financial Solutions Advisor is the ideal role for you. We’ll help you: • Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual participant’s investment needs • Consistently identify participant opportunities and engage key partners as needed • Ability to grasp and apply complex technical material quickly Required Qualifications • Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) • Passion for excellence and willingness to work to exceed client expectations • Strong computer skills with an ability to multitask in a fast paced environment Enterprise Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Additional Skills Needed: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 4 weeks
Universal Banker I
Ameris Bank - Jacksonville, FL
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate. Responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. Serve as both a Teller and Personal Banker to support customer and team needs. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: · Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships. · Proactively communicates with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance. · Apply need-based sales techniques and conducts customer financial profiles to attract, expand, and retain client relationships by identifying products and services. · Maintain a working knowledge of banking products and promotions. · Open new accounts and service existing accounts. · Accountable for achievement of defined sales and service goals. · Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client’s experience. · Work to understand the root causes of customer service issues. · Identify and implement resolutions for service issues involving supervisors on more complex issues. · Conduct onboarding activities for new clients. · Provide backup support to other branches and employees as needed. · Work on the teller line when needed including operating the teller drawer and performing advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions. · Perform accurate transactions, balance each day, and verify cash totals. · Scan daily proof work to the remote capture machine. · Provide assistance and training to other colleagues and serve as a mentor. · Practice ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty. Required Knowledge, Skills and Competencies: · Highly motivated team-player with ability to develop and maintain collaborative relationships. · Strong written and verbal communication skills. · Intermediate PC proficiency. · Intermediate proficiency in Google Docs and Microsoft Office products. Industry and Work Experience: · 1 or more years of customer service experience required. · Cash handling or sales experience preferred. Academic: · High school diploma or GED required. · Bachelor’s degree in business or related field preferred. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers’ Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicantss of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Posted 4 weeks
Commercial Portfolio Manager
Everbank - Jacksonville, FL 32202
Commercial Portfolio Manager The Commercial Portfolio Manager is responsible for monitoring and managing the credit quality of an assigned commercial real estate loan portfolio. This role ensures timely receipt of financial information and conducts periodic credit reviews to maintain accurate risk ratings and reserves. Under limited supervision, this role also evaluates and facilitates loan renewals and modifications. Key Responsibilities and Duties Performs credit analysis on commercial real estate properties by analyzing property operating statements, rent rolls, and borrower financial statements and performs financial modeling scenarios in accordance with credit policies. Performs and documents analysis of credit risk, including financial covenants, assures that credits are property risk rated, and modifies servicing plans as needed. Identifies deteriorating credits, develops comprehensive action plans, in consultation with the Special Assets Department, to minimize losses. Monitors maturing loans and expiring commitments to ensure a timely refinance or payoff. Identifies and structures renewals for loan retention and prepares credit approval packages. Assists in the closing process to ensure loans are closed timely and documented as approved. Serves as the primary liaison with customers, responds to customers' requests for modifications, extensions, or servicing needs. Minimum Qualifications 3 years of experience supporting and managing commercial portfolios Prior knowledge and experience with Multifamily and/or CRE lending Preferred Qualifications 5+ years of experience managing Multifamily loan portfolios Advanced skills in credit analysis for a large financial institution Educational Requirements University (Degree) Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Requirements: Posting end date - 4/30/26 Req Benefits: EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company: Medical, dental, vision & HSA/FSA 401(k) savings Paid holidays & generous PTO Additional wellness & voluntary benefits Additional Company-provided benefit options (subject to plan terms): Tuition reimbursement Commuter Benefits Life and Disability Insurance Compensation: $87,800 - $118,800 Additional Details : EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers
Posted 4 weeks
Personal Banker
PNC Financial Services Group - Jacksonville, FL 32207
Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization, you will be based in Jacksonville, FL at the Lakewood Jacksonville branch. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video . Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Posted 4 weeks
Financial Paraplanner
Ullmann Wealth Partners - Jacksonville Beach, FL 32250
*Company Overview:* At Ullmann Wealth Partners, we are a team of dedicated professionals committed to transforming the way our high-net-worth clients approach their finances. Our mission is to alleviate the anxiety and uncertainty surrounding finances, empowering our clients to pursue the lifestyles they envision with confidence and peace of mind. *Position Overview:* The Financial Paraplanner plays a critical supporting role within a financial advisory team, assisting in the development and implementation of comprehensive financial plans for clients. This position is responsible for gathering and analyzing financial data, preparing detailed plan recommendations, and ensuring all documentation aligns with regulatory and firm standards. Working closely with financial advisors, the paraplanner helps translate complex financial concepts into clear, actionable strategies that support clients’ long-term goals. *KEY RESPONSIBILITIES:* * Provide support to Advisors in all areas of financial planning * Prepare comprehensive financial plans using industry software (eMoney). * Prepare planning scenarios and recommendations for advisor review. * Prepare financial planning deliverables for client and prospect meetings. * Assist in client relationship management by proactively managing tasks and workflows assigned by the advisory team. * Attend and document client and prospect meetings with the Advisor and assist in completing necessary follow-up items. * Analyze the client's financial goals, current situation, and portfolio. * Build and maintain strong client relationships through regular communication, responsiveness, and personalized service. * Help develop, document, and maintain financial planning processes and procedures. * Effectively communicate with team members regarding project statuses. * Perform other duties and special projects as assigned. *QUALIFICATIONS:* * Bachelor's Degree (BA) in business or related field; or graduate from a financial planning program preferred. * One to four years of prior financial services paraplanning experience. * CFP preferred or in process. * Excellent verbal and written communication skills. * Exceptional multi-tasking and time management abilities, able to balance client meetings, projects, and other deadlines. * Strong analytical skills and a keen interest in financial markets and investment strategies. * Computer/Software skills required: Microsoft Office Suite, including exceptional Excel skills, eMoney experience preferred. * Flexible, self-motivated, reliable, eager to learn with a curious mind. * Ability to work independently and as part of a team. Pay: $70,000.00 - $75,000.00 per year Benefits: * 401(k) * Dental insurance * Health insurance * Health savings account * Paid time off * Professional development assistance * Retirement plan * Vision insurance Work Location: In person
Posted 4 weeks
Relationship Banker SB – San Jose and Mandarin
JPMorganChase - Jacksonville, FL 32223
JOB DESCRIPTION At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients – elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Posted 4 weeks
Business System Analyst Seniors
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description FIS Management Services, LLC seeks Business Systems Analyst Seniors in Jacksonville, FL to elicit, analyze, communicate, and validate business and user requirements for systems, processes, and policies. Translate these needs into functional and technical specifications that define what the system or service must deliver, including identifying new or updating architectural changes, determining code logic for custom changes, and specifying necessary configurations. Requires the use of specialized knowledge of FIS technologies to define system scope and objectives through research and an understanding of business and industry needs. Will design or adapt procedures to solve complex problems, taking into account system limitations and desired outcomes. Apply proprietary tools to document and translate business needs into system requirements. Influence stakeholders on priorities, technology choices, and vendor selection. Analyze trends, best practices, and vendor offerings to align with business strategies and identify improvement opportunities. Estimate the costs and benefits of solutions to assess return on investment and re-engineering processes for greater efficiency. Document system interactions and assess the impact of changes on users and clients. Will write and execute test plans, verify system integrity, and train users while mentoring junior analysts. REQUIREMENTS: Bachelor’s degree or foreign equivalent in Electronic Engineering, Computer Engineering or a related field and six (6) years of progressively responsible experience in the job offered or a related occupation: developing process interface logic, mapping request/response messages, monitoring statistics using SQL queries, and implementing pre-edit programming for automation and code load orchestration; Preparing test cases for delivery to the development team for unit testing and to the quality assurance team for integration testing, ensuring alignment with business and system requirements; Identifying stakeholders, defining product vision, scoping project work, adapting plans, creating statements of work, coordinating signoff, initiating projects, planning execution, establishing backout plans, obtaining approvals, and managing production installation; Utilizing financial network simulators (Mastercard/Visa/FIS ISO) for transaction scenario testing; Using Linux and Mainframe systems for batch processing; Working with Connex on HP Nonstop for code logic analysis and database configuration; Performing code load and transaction monitoring; Managing ServiceNow tickets, JIRA, BMC, and Copilot; Creating project plans and roadmaps using spreadsheets and workbooks, analyzing performance metrics, identifying inefficiencies, and proposing improvements to enhance delivery speed and quality. Telecommuting and/or working from home may be permissible pursuant to company policies. QUALIFIED APPLICANTS: Please apply directly through our website by clicking on “Apply Now.” 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
Pricing Analyst Specialists- Monetization Strategy
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description FIS Management Services, LLC seeks Pricing Analyst Specialists- Monetization Strategy in Jacksonville, FL to develop financial & pricing models to drive decisions on acquisition of new products, customers, and partners. Utilize statistical analysis tools to generate models predicting prospect and customer profitability. Develop and lead pricing strategy across FIS business lines by introducing and adjusting pricing types and fees, managing profitability, and ensuring alignment with competitive industry pricing. Manage pricing initiatives for existing install-base customers to optimize revenue and retention. Collaborate with relationship managers, business development, product managers, legal, contract administration, billing, and finance teams throughout the sales process. Identify opportunities to improve models through robust analytics. Implement initiatives while building credibility with business leaders. Leverage subject-matter-experts across the organization to build and refine business cases. REQUIREMENTS: Bachelor’s degree or foreign equivalent in Finance, Business Administration or related field and three (3) years of experience in the job offered or a related occupation: building and maintaining financial models including financial forecasting, discounted cash flows, scenario-based modeling, and margin analysis; implementing advanced Microsoft Excel skillset including utilizing INDEX-MATCH, nested IFs, and array complex formulas and pivot tables; working with investment principles including net present value and internal rate of return; and performing data analyses and presentation building to support data-driven decision making within the Financial / consulting industry. Telecommuting and/or working from home may be permissible pursuant to company policies. QUALIFIED APPLICANTS: Please apply directly through our website by clicking on “Apply Now.” 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
Senior Commercial Banker
VyStar Credit Union - Jacksonville, FL 32202
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Senior Commercial Banker ACCOUNTABILITY STATEMENT The Senior Commercial Banker (SCRB) will be responsible for identifying, soliciting, developing, servicing, and expanding larger commercial relationships within an assigned geographic region or market through prospecting, cross-selling, relationship-management efforts, and excellent member service. This will include sourcing and managing complex commercial loan relationships for business and commercial entities with revenues greater than $5 million and commercial lending needs greater than $2 million, while cross-selling additional products and services, and successfully transferring smaller relationships to a Banker. The position requires significant outside business development and relationship management activities. The Senior Commercial Banker will be responsible for professionally handling services inquiries and referrals from existing members, non-members, and internal and external sources. This position receives minimal supervision with daily responsibilities and is expected to independently resolve problems or situations relating to business/commercial members within assigned portfolio, following established policies and procedures while meeting all goals and objectives. In addition, the Senior Commercial Banker will mentor, coach, and develop Commercial Bankers and Business Bankers in the department as well as actively participate in any applicable training efforts. ESSENTIAL JOB FUNCTIONS Build and deepen relationships with new and existing commercial/business members with revenues greater than $5 million and commercial lending needs $2 million. Achieve individual quarterly/annual production and growth goals of both business loans and deposits to ensure VyStar meets its overall financial goals and objectives. Actively mentor, coach, and develop Commercial and Business Relationship Bankers and within the department while achieving and exceeding all personal goals and objectives. Maintain an advanced understanding of all business credit facilities including but not limited to: Commercial Real Estate (CRE), Construction & Development (C&D), Business Lines of Credit, business equipment/vehicle loans, and unsecured financing options. Actively participate and contribute to any training and product knowledge conference calls, sessions, or meetings. Effectively negotiate terms and conditions of commercial/business loans with existing and potential members. Review businesses financial statements, tax returns and supporting documentation, and properly package loan requests for underwriting. Assume responsibility for proper documentation and data integrity throughout the loan origination, annual review and renewal process. Actively develop and execute outbound calling strategies to successfully acquire, manage and grow profitable business relationships. Collaborate with Commercial and Business Relationship Bankers, and branch colleagues to support and drive business membership growth. Remain informed of VyStar’s credit standards, pricing structure, loan policies and procedures, member service practices and other information fundamental to the successful execution of the Commercial Banker job duties and responsibilities. Accurately and consistently monitor, maintain, and update sales activity, pipeline, and other pertinent information using the VyStar’s contact management system. Represent VyStar in the community by actively participating in civic affairs and local and professional organizations to identify and develop new clients and enhance the credit union’s image and commitment to the local community. Effectively interact with Commercial Services portfolio management, credit underwriting and servicing departments to efficiently process loan requests, renewals, and any other credit related activities. Actively call on existing business members within assigned portfolio to ensure that members’ needs are being met, and appropriate solutions are presented. Keep abreast of changing business and economic developments which impact the loan portfolio, its profitability, and VyStar in general. Maintain an in-depth knowledge of VyStar’s business services products and services. Effectively handle incoming business services inquires and referrals from branches, call center and other internal partners. Leverage problem-solving and strong communication skills to resolve business member issues and disputes. Present a professional, friendly, and helpful appearance with every interaction as a representative of VyStar and the Business Services team. Adhere to VyStar Credit Union and departmental policies and procedures with regards to attendance, daily schedules, action items, and reporting requirements. Perform other essential job-related duties as assigned by Chief Business Services Officer or VP Business Banking Sales. 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. 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 client or member. Connect - Consistently be friendly and approachable. Demonstrate your care. Understand - Listen empathetically and ask questions (70%/30% rule). Counsel - Recommend solutions based on your member’s needs and objectives. Advance - Ensure that member’s expectations were exceeded. Verify necessary follow-up actions. JOB KNOWLEDGE, SKILLS & ABILITIES Minimum ten (10) years lending experience in business or commercial credit. Minimum ten (10) years of experience in business services or business/commercial banking with proven success in establishing new customers/members, loan/deposit growth, and the ability to deliver results. Must have an advanced understanding of business/commercial credit, deposit, and related products and services. Must have an advanced understanding of business/personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Must have an advanced understanding of financial analysis including cash flow, profitability, liquidity, leverage, and solvency. Demonstrated ability to successfully structure complex credit requests that minimize risk while providing member value. Work requires a broad level of professional experience in commercial lending to include thorough knowledge of commercial underwriting, servicing and portfolio management. Proven track record of success and skills in developing new clients and business, including pro-active prospecting, sourcing and networking. Excellent verbal and written communication and negotiation skills. Must be a highly motivated, detail oriented, able to multi-task and work in a fast-paced environment. Aptitude to source and build new business relationships. Proficiency with Microsoft products including Word, Excel, PowerPoint, and Outlook. EDUCATION Required: Bachelor’s Degree or higher Required: Formal business/commercial credit training DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. 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