Job Results
Financial Services
Posted 4 weeks
Regional Controls Lead
Aggreko - Jacksonville, FL 32256
We're a global leader in providing energy solutions that help businesses grow and communities thrive. We work as a team and we’re proud of the difference we make to customers, to local communities, and towards a sustainable future for the world. We are currently looking for a Regional Controls Lead who will have responsibility for establishing and maintaining a robust SOX compliant controls framework for the United States located in the State of Florida Collaborating closely with Regional Finance and operational teams, you will drive the design, implementation, and continuous improvement of business controls, ensuring alignment with our Global financial controls framework and challenging local compliance against global standards. Why Aggreko? Here are some of the perks and rewards. Work from home or in a local service center in the state of Florida No premium cost medical plan option available Paid training programs and tuition reimbursement. Sales career growth potential in expertise, leadership and across territories Safety-focused culture What you’ll do: Embed the Global, SOX compliant, control framework within the Region - Lead the regional implementation of Aggreko's Global SOX compliance framework, adapting it to local financial reporting and operational risks while promoting standardisation Serve as the primary regional liaison for internal and external auditors and Group functions on SOX-related inquiries, collaborating with Regional Finance management. Prepare and present comprehensive reports on control effectiveness, risks and remediation progress to Group SOX and Regional Finance management. Coordinate the regional control review and testing cycle —including planning, monitoring, and evaluating walkthroughs, control testing and deficiency assessments to support Group attestation requirements. Guide and support the business in resolving identified control design and operation gaps, ensuring solutions are proportionate and aligned with Group compliance requirements. Identify and implement opportunities to enhance efficiency, automation and sustainability of the SOX programme sharing best practice across other Regions. Foster a robust control culture by training and supporting control owners and operators within regional Finance and Operations teams, embedding SOX compliance and accountability into daily business processes. You’ll have the following skills and experience: Qualified Accountant (ACA, ACCA, CPA, or equivalent). Strong experience in finance, internal control or internal audit roles with multinational companies (directly or in practice); experience managing Sox compliance in a listed environment an advantage Subject Matter Expertise in SOX requirements, best practice internal control frameworks and related assurance activities Proven ability to work collaboratively cross-functionally and manage regional teams across multiple locations Familiarity with GRC tools (e.g. Workiva, AuditBoard, or SAP GRC) Experience Find out more and apply now. Bring your energy. Grow your career. #LI-AN1 #LI-REMOTE Equal employment opportunity We welcome people from different backgrounds and cultures, and respect people’s unique skills, attitudes and experiences. We encourage everyone to be themselves at work because we know that’s how we do our best, for each other, for our customers, for the communities where we work, and for our careers. We are an equal opportunity employer. If you apply for a role at Aggreko, we will consider your application based on your qualifications and experience, and not on your race, colour, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posted 4 weeks
Regional Controls Lead
Aggreko - Jacksonville, FL
We're a global leader in providing energy solutions that help businesses grow and communities thrive. We work as a team and we’re proud of the difference we make to customers, to local communities, and towards a sustainable future for the world. We are currently looking for a Regional Controls Lead who will have responsibility for establishing and maintaining a robust SOX compliant controls framework for the United States located in the State of Florida Collaborating closely with Regional Finance and operational teams, you will drive the design, implementation, and continuous improvement of business controls, ensuring alignment with our Global financial controls framework and challenging local compliance against global standards. Why Aggreko? Here are some of the perks and rewards. Work from home or in a local service center in the state of Florida No premium cost medical plan option available Paid training programs and tuition reimbursement. Sales career growth potential in expertise, leadership and across territories Safety-focused culture What you’ll do: Embed the Global, SOX compliant, control framework within the Region - Lead the regional implementation of Aggreko's Global SOX compliance framework, adapting it to local financial reporting and operational risks while promoting standardisation Serve as the primary regional liaison for internal and external auditors and Group functions on SOX-related inquiries, collaborating with Regional Finance management. Prepare and present comprehensive reports on control effectiveness, risks and remediation progress to Group SOX and Regional Finance management. Coordinate the regional control review and testing cycle —including planning, monitoring, and evaluating walkthroughs, control testing and deficiency assessments to support Group attestation requirements. Guide and support the business in resolving identified control design and operation gaps, ensuring solutions are proportionate and aligned with Group compliance requirements. Identify and implement opportunities to enhance efficiency, automation and sustainability of the SOX programme sharing best practice across other Regions. Foster a robust control culture by training and supporting control owners and operators within regional Finance and Operations teams, embedding SOX compliance and accountability into daily business processes. You’ll have the following skills and experience: Qualified Accountant (ACA, ACCA, CPA, or equivalent). Strong experience in finance, internal control or internal audit roles with multinational companies (directly or in practice); experience managing Sox compliance in a listed environment an advantage Subject Matter Expertise in SOX requirements, best practice internal control frameworks and related assurance activities Proven ability to work collaboratively cross-functionally and manage regional teams across multiple locations Familiarity with GRC tools (e.g. Workiva, AuditBoard, or SAP GRC) Experience Find out more and apply now. Bring your energy. Grow your career. #LI-AN1 #LI-REMOTE Equal employment opportunity We welcome people from different backgrounds and cultures, and respect people’s unique skills, attitudes and experiences. We encourage everyone to be themselves at work because we know that’s how we do our best, for each other, for our customers, for the communities where we work, and for our careers. We are an equal opportunity employer. If you apply for a role at Aggreko, we will consider your application based on your qualifications and experience, and not on your race, colour, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posted 4 weeks
Internal Auditor Sr
Everbank - Jacksonville, FL 32202
Internal Auditor Sr The Senior Internal Auditor job serves as a team member on more complex audits, working under the direction of audit leadership and management. Under minimal supervision, this job works on problems of diverse scope performing highly confidential and/or complex financial, operational and integrated audits using the organization's risk based internal auditing methodology. Key Responsibilities and Duties Develops detailed audit plans, including objectives, scope and testing approach for assigned audits. Documents the audit results which include comments on the adequacy and effectiveness of the risk management framework, processes and internal controls being audited May act as the lead expert in the group on critical business areas, processes, systems and/or regulations. Reviews and evaluates more complex control structures to determine the adequacy of internal controls, operating efficiency and customer service. Selects methods and techniques for performing audits and evaluating results. Networks with senior personnel within the business unit and across groups to gain needed information, identify risks and issues, and influence outcomes. Participates in discussions with senior management when communicating audit results and recommending actionable solutions. Utilizes advanced Microsoft Excel skills and working knowledge of data analytics and other relevant tools (e.g. Power BI, Tableau, Python) to perform effective and efficient audits. Collaborates with and leverages data analytics and information technology specialists, as appropriate, to identify and implement advanced testing methods to identify trends, discrepancies and anomalies. Involved in activities such as the preparation and execution of detailed programs for audits, the review of complex financial, operational, compliance and risk systems, processes and procedures to determine efficiency, effectiveness and alignment with internal policies, procedures, regulations and industry standards. Minimum Qualifications 3+ years of Audit experience Proven ability to review and evaluate complex controls Experience leading an audit and designing a robust audit test plan of key controls Great verbal and written communication skills Preferred Qualifications 5+ years of experience as an Internal Auditor Experience as an Auditor in Banking, Financial Services, Financial Crimes Compliance and/or Commercial Lending BSA/AML experience Advanced MS Excel skills and working knowledge of data analytics. Proven ability to identify and implement advanced testing methods. Educational Requirements University (Degree) Preferred Role Specific Work Experience 3+ Years Required; 5+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Requirements: Posting end date: 3/9/26 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: $92,200 - $124,700 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
Senior Tax Associate – Public Accounting
AlphaX - Jacksonville, FL
We are seeking an experienced Senior Tax Associate to join a professional public accounting and advisory team supporting clients throughout Jacksonville, Florida. This position focuses on tax compliance, client advisory services, and strategic tax planning for individuals, entrepreneurs, and closely held businesses. The Senior Tax Associate will prepare and review complex tax filings, conduct technical research, and help clients identify opportunities to improve tax efficiency and financial outcomes. This role requires a strong understanding of U.S. tax regulations, excellent analytical skills, and the ability to collaborate with both clients and internal accounting teams. This opportunity is well suited for a tax professional with public accounting experience who enjoys working in a collaborative advisory environment while supporting clients across the Jacksonville business community. Key Responsibilities Prepare and review federal and state tax returns for individuals, partnerships, corporations, and trusts Conduct tax research to support compliance and identify planning opportunities for clients Assist business clients with tax strategy, entity structuring, and year-round tax planning Analyze financial records, accounting reports, and supporting workpapers to ensure accuracy and compliance Respond to IRS and state tax notices, including assistance with audit and correspondence matters Support advisory engagements involving business performance analysis and financial planning Collaborate with accounting staff to improve bookkeeping accuracy and financial reporting consistency Maintain organized engagement documentation and ensure adherence to internal quality standards Mentor junior team members and review their work for accuracy and completeness Requirements Bachelor’s degree in Accounting, Finance, or a related discipline CPA certification or CPA eligibility strongly preferred Minimum 3 years of experience in public accounting tax compliance Strong knowledge of U.S. federal and multi-state tax regulations Experience using professional tax preparation software and accounting systems Excellent organizational and analytical skills with strong attention to detail Effective written and verbal communication skills for client interaction Ability to manage multiple engagements and meet strict filing deadlines Commitment to professional ethics and high-quality client service Benefits Health insurance coverage options Retirement savings plan opportunities Continuing education support and professional development resources Collaborative workplace culture supporting long-term career growth This role provides the opportunity to work on diverse tax engagements, support strategic client planning, and build a long-term career in public accounting within the Jacksonville, Florida professional services community. Apply directly to be considered for immediate review.
Posted 4 weeks
Registered Member Associate
Navy Federal Credit Union - Jacksonville, FL 32246
Overview To provide diverse administrative support to Financial Advisors (FAs). To provide through various media channels information regarding Navy Federal Financial Group (NFFG) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees. To establish a positive member experience, optimal satisfaction and retention, meet and growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures and standards. Responsibilities Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.) Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach Utilize systems with advanced access to perform complex account set up and maintenance Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures Prepare and review client paperwork pre and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations Execute, as directed by management or FA, advanced account set up and changes, prepare account portfolio reviews and account hypotheticals, and ensure recordation and retention following NFIS and industry processes and procedures Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives Assist with unsolicited trades Assist in training and onboarding new Qualifications FINRA Series 7, combination of NASAA Series63/65 65 or 66 registration and state Life & Health Insurance License Experience in an administrative support capacity, preferably in member/customer service or financial services Familiarity with financial transaction/processing related responsibilities Familiarity with financial institution and lending practices, principles, and regulations Working knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities Ability to work independently and in a team environment Effective verbal and written communication skills Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Effective skill interacting with staff, management, vendors, and members diplomatically and tactfully Advanced customer service focus and relationship management skills Ability to remain calm and courteous under pressure while dealing with internal & external members/customers Effective skill building effective relationships through rapport, trust, diplomacy, and tact Ability to interpret and explain regulation, instructions, and procedures Effective skill exercising initiative and using good judgment to make sound decisions Effective organizational, planning and time management skills Effective research, analytical, and problem-solving skills Effective skill performing mathematical calculations and working accurately with numbers Working knowledge of products, services, processes, requirements, and systems related to the business unit Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents Effective skill maintaining accuracy with attention to detail and meeting deadlines Experience with managing multiple priorities independently and/or in a team environment to achieve goals Effective skill navigating multiple screens and PC applications and adapting to new technologies Effective word processing and spreadsheet software skills Desired Qualifications: Advanced knowledge of investment and insurance products Advanced knowledge of Navy Federal/NFIS’s functions, philosophy, organization, programs, policies, and procedures Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: 820 Follin Lane, Vienna, VA 22180 |5510 Heritage Oaks Dr. Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 |9999 Willow Creek Road San Diego, CA 92131 |4 Concourse Parkway Suite #100 Sandy Springs, GA 30328 | 295 Bendix Rd Suite 250 Virginia Beach, VA 23452| 11270 St Johns Industrial Parkway South Jacksonville, FL 32246 | 9001 Airport Freeway, 9th Floor Suite 925 North Richland Hills, TX 76180 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion. • Fortune 100 Best Companies to Work For 2025 • Yello and WayUp Top 100 Internship Programs • Computerworld® Best Places to Work in IT • Newsweek Most Loved Workplaces • 2025 PEOPLE® Companies That Care • Newsweek Most Trustworthy Companies in America • Military Times 2025 Best for Vets Employers • Best Companies for Latinos to Work for 2025 • Forbes® 2025 America's Best Large Employers • Forbes® 2025 America's Best Employers for New Grads • Forbes® 2025 America's Best Employers for Tech Workers • 2025 RippleMatch Campus Forward Award Winner for Overall Excellence • Military.com Top Military Spouse Employers 2025 • 2025 Handshake Early Talent Award From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [email protected] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status. Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site. Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process. Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Posted 4 weeks
Teller Retail Banker
Woodforest National Bank - Jacksonville, FL 32218
Teller Retail Banker -072016 Description Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer’s experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include: Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. Processing transactions, opening accounts, and performing account maintenance. Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines. Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training. Qualifications Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree. · Previous instore banking experience is preferred, but not required. · Must be positive and engaging. Formal Education & Certification: · High School Diploma or equivalent required. Work Status: · Full-time. Supervisory Responsibility: · No. Travel: · Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans Job: Branch Banking Primary Location: Florida-Jacksonville Schedule: Full-time Work Locations: FL - Jacksonville Lem WM-8254 12100 Lem Turner Road Jacksonville 32218 Unposting Date: Ongoing Organization: Florida
Posted 4 weeks
Retail Banker I – Durbin Park
TD Bank - Saint Johns, FL
Work Location: Saint Johns, Florida, United States of America Hours: 40 Pay Details: $22.50 - $29.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Retail Banker I is a customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. Depth & Scope: Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs Utilizes Customer relationship management tools to proactively play a key role in customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities Independently resolves customer issues, errors and problems, escalating when necessary Builds working relationships with customers and explains detailed and/or complicated information. Requires full proficiency gained through job related training to perform a range of activities Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise Engages in conversations with customers about loan products, facilitates the application intake Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Education & Experience: HS Diploma or GED 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any of the following: volunteering, education, military experience preferred. Teller experience preferred Must be able to complete teller training upon hire to take customer transactions Demonstrated ability to engage in customer conversations while educating them on products and services preferred Demonstrated organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and effective problem solving Proficient in Microsoft Office Notary License (Preferred) Customer Accountabilities: Delivers Legendary experience by helping customers, building relationships, and delivering service and advice Understands and supports the Bank's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations Serves as a Customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution Engages in lobby leadership by orchestrating customer flow, warmly welcome, discover initial needs and guides customer appropriately Understands customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs May act as a point of escalation for Customer questions or concerns May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Acts as a brand champion both internally and externally Recognizes transaction needs and educates clients on self-service channels including digital options Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time Shareholder Accountabilities: Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer Participates in the Stores daily operations to ensure alignment with TD's risk framework Understands and applies operating policies and procedures Supports the timely and accurate completion of business processes and procedures Escalates non-standard or high-risk transactions/activities as necessary Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations Ensures necessary due diligence to support the accuracy of all customer transactions/activities Knowledgeable of and complies with Bank Code of Conduct Contributes to business objectives for Operational Excellence by fully understanding accountability in driving an operationally sound location Executes with excellence by adhering to all risk and control policies/procedures Employee/Team Accountabilities: Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit Participates in personal performance management and development activities Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities Contributes to a fair, positive and equitable environment that supports a diverse workforce Acts as a brand ambassador for your business area/function and the Bank, both internally and/or externally Utilizes feedback through coaching sessions to demonstrate stronger performance Establishes relationships with partner bankers to make effective referrals to them Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team Collaborates with team members in contributing to the success of the team and organization Actively seeks opportunities to improve delivery of work with high attention to quality standards Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills Positively embraces change Adheres and participates in TD's Shared Commitments and code of conduct expectations Engaged in advancing and sustaining a unique, inclusive culture that reflects TDs diversity agenda, and creates an extraordinary employee experience OCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36 Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel – Occasional International Travel – Never Performing sedentary work – Continuous Performing multiple tasks – Continuous Operating standard office equipment - Continuous Responding quickly to sounds – Continuous Sitting – Frequent Standing – Frequent Walking – Occasional Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Occasional Squatting – Occasional Bending – Occasional Kneeling – Occasional Crawling – Occasional Climbing – Occasional Reaching overhead – Occasional Reaching forward – Occasional Pushing – Occasional Pulling – Occasional Twisting – Occasional Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Posted 4 weeks
Universal Banker
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.