Job Results
Financial Services
Posted 4 days
General Ledger Supervisor, Corporate Finance, Full-time (2166)
Brooks Rehabilitation - Jacksonville, FL 32216
Description The General Ledger Supervisor is responsible for overseeing the organization’s general ledger accounting function to ensure accurate, timely, and compliant financial reporting. This role manages the month-end and year-end close processes, supervises GL staff, maintains strong internal controls, and supports financial statement preparation in accordance with GAAP. The Supervisor partners cross-functionally to ensure the integrity of financial data and continuous improvement of accounting processes. Responsibilities: General Ledger Management Supervise daily general ledger operations, including journal entries, account reconciliations, and ledger maintenance. Review and approve journal entries for accuracy, completeness, and compliance with accounting policies. Ensure proper classification of transactions and adherence to GAAP. Maintain and monitor the chart of accounts. Oversee intercompany transactions and eliminations, as applicable. Month-End & Year-End Close Lead and coordinate monthly, quarterly, and annual close processes. Ensure timely completion of balance sheet reconciliations and review supporting documentation. Analyze financial results and investigate variances. Prepare and review closing schedules and reporting packages. Support annual audit and provide required documentation to internal and external auditors. Financial Reporting & Compliance Assist with preparation of financial statements and management reports. Ensure compliance with internal accounting policies and procedures. Maintain effective internal controls over financial reporting. Support implementation of new accounting standards and policy updates. Team Leadership & Development Supervise and mentor General Ledger accountants and staff. Assign and review work to ensure accuracy and timeliness. Provide training and professional development opportunities. Establish performance expectations and conduct evaluations. Foster a collaborative and high-performance team environment. Qualification: Bachelor’s degree in Accounting with at least 5 years of increasingly responsible financial roles with practical experience in accounting, audit, financial analysis and internal controls Public accounting experience is desirable. Healthcare experience and CPA license is preferred but not required. Location: Hybrid , Brooks Rehabilitation Hospital at 3599 University Blvd South, Jacksonville, FL 32216 Hours: Monday - Friday, 40 hours per week Compensation: Experience, education and tenure may be considered along with internal equity when job offers are extended. Thriving in a culture that you can be proud of, you will also receive many employee benefits such as the following: Competitive Pay Comprehensive Benefits package Vacation/Paid Time Off Retirement Plan Qualifications
Posted 4 days
Staff Accountant
Moran Environmental Recovery, LLC - Jacksonville, FL 32256
Job Summary: The Staff Accountant is primarily responsible for timely and accurate recording of financial transactions and financial reporting for Moran Environmental Recovery, LLC and its subsidiaries (MER). Reporting directly to the Corporate Accounting Manager, the Staff Accountant is expected to assist with monthly close, cash management, tax administration and various financial analyses and special projects while continuously seeking to improve and implement MER’s internal business processes and procedures. Responsibilities: Assist with monthly financial close process for MER and subsidiaries, including reconciliation of balance sheet accounts, maintenance of fixed asset subledger, and recording of journal entries Process cash receipts and postings to the accounting system, and proactively work with internal and external clients to resolve customer account discrepancies Prepare and file state and other local business taxes in accordance with the appliable regulatory requirements with accuracy and within the necessary due dates Monitor and resolve tax issues and notices timely Preparation of scheduled and ad hoc management reports, analyses and special projects Assist with company audits Qualifications: 1-3 years of previous accounting experience required, preferably in the construction (or similar) industry Solid knowledge of GAAP and financial controls Proficiency in general computer operations, Microsoft Office and web-based applications Intermediate to advanced knowledge of Microsoft Excel Experience with construction accounting software system (Spectrum or Timberline) Strong written and oral communication skills Ability and willingness to communicate effectively with internal and external clients and all levels of management, office, and field employees Excellent organizational skills and ability to manage and prioritize multiple projects in fast-paced environment Strong analytical and problem-solving skills Ability to maintain confidentiality and exercise extreme discretion Experience with multi-state and local tax laws preferred Education Requirements: Bachelor’s degree in Accounting or related field CPA Candidate and/or Masters degree preferred What We Offer: Medical, Dental, and Vision Insurance Company paid Life, AD&D, and Long-Term Disability Insurance Plans Employee Assistance, Health Advocate, and Wellness Programs Generous 401(k) Plan with 4% match Company paid Financial Advice Program Paid Vacation based on years of service Generous PTO plan Moran Environmental Recovery is an Equal Opportunity Employer #LI-SM1
Posted 4 days
Accounting Manager, Live Events
All Elite Wrestling - Jacksonville, FL
POSITION SUMMARY: The Accounting Manager of Live Events oversees the financial management of AEW's live events by leading event budgeting, forecasting, accounting, and profitability analysis. This role serves as the primary administrator for NetSuite, partners cross-functionally with Finance and Live Events leadership to ensure accurate financial reporting and compliance, and drives continuous process improvements to enhance operational efficiency and financial visibility. KEY RESPONSIBILITIES: Lead for accounting and analysis for Live Events. Build, maintain, and update per-show Profit & Loss statements for all AEW events for budget, forecast and actuals. Ensure all invoices and expenses are accurately allocated to the correct show and accounting period. Allocate costs to show P&Ls. Liaison with LE team for state commissions. Collaborate closely and communicate frequently with the Controller and Senior Manager of FP&A. Support month-end and year-end close processes. Lead coordinator with film tax credit agencies. Identify and implement process improvements within NetSuite to enhance efficiency and reporting accuracy. Serve as the primary point of contact for AEW's finance and accounting team on NetSuite ERP processes, workflows, and reporting. Assist with ad hoc financial analysis and reporting as needed. Other duties as assigned. QUALIFICATIONS: Bachelor's degree in Accounting, Finance, or a related field required. 3-5 years of progressive experience in accounting, financial planning & analysis, or corporate finance. Experience preparing and managing budgets, forecasts, and Profit & Loss statements. Strong knowledge of accounting principles and financial reporting. Demonstrated experience supporting month-end close and financial reconciliations. Experience administering or serving as a power user of an ERP system, preferably NetSuite. Advanced spreadsheet skills and proficiency with financial reporting tools. Exceptional analytical, organizational, and problem-solving abilities. Strong interpersonal skills with the ability to collaborate across Finance, Operations, and executive leadership. Experience within live events, sports, entertainment, television, or production environments preferred. Public Accounting Experience, CPA, CMA, or NetSuite certification preferred. ADDITIONAL INFORMATION Salary Range: $80,000-$95,000 Competitive health insurance plans including medical, dental, vision, LTD, 401k after 6 months of employment 16 weeks of parental leave. Must be local to Jacksonville, FL. Must be able to work non-traditional hours. Must be able to travel domestically and internationally.
Posted 4 days
Expense Fraud Analyst
Deloitte - Jacksonville, FL 32202
The Expense Fraud Analyst investigates expense and corporate card activity to identify policy violations, anomalies, and potential fraud indicators across Deloitte's expense environment. The ideal candidate brings strong financial analysis capabilities, sound judgment, and experience working with sensitive information in a fast-paced environment. Recruiting for this role ends on 08/20/2026. Work you'll do As an Expense Fraud Analyst on the Global Finance Services team, you will be responsible for: Analyzing supporting documentation, transaction data, and case trends to distinguish error, misuse, and intentional misconduct. Preparing case summaries, findings, and recommendations for stakeholders, including Talent, project leadership, Office of General Counsel, and firm leadership. Managing multiple concurrent investigations, determining escalation paths, and supporting timely, consistent case resolution. Protecting confidential and sensitive information, including personally identifiable information, while maintaining quality and professionalism in investigative work. A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to provide clear guidance to others The team Global Finance Services (GFS) 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 Required: Bachelor's degree in accounting, Business, Finance, or a related field 2+ years of experience in audit, accounting, financial analysis, expense compliance, fraud review, or investigations Experience analyzing financial transactions, supporting documentation, and data trends to identify exceptions, risk indicators, or policy non-compliance Experience using Microsoft Excel, Microsoft Word, and Microsoft Outlook Ability to travel up to 10%, on average, based on the work you do and the clients and industries/sectors you serve. Limited immigration sponsorship may be available. Preferred: Experience with expense compliance, fraud detection, forensic review, or internal investigations Experience manipulating and analyzing large data sets in Microsoft Excel using formulas, VLOOKUPs, pivot tables, or macros Experience with Analysis for Office, SAP, or HANA Certified Fraud Examiner certification 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 $63,000 to $105,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Posted 4 days
Teller Retail Banker
Woodforest National Bank - Jacksonville, FL 32210
Teller Retail Banker-074091 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-8126 6767 103rd St Jacksonville 32210 Unposting Date: Ongoing Organization: Florida
Posted 4 days
AVP, Credit Risk Control
Cantor Fitzgerald - Jacksonville, FL
We are seeking an Assistant Vice President to join our Credit Risk Control function, supporting the firm's broker-dealer’s trading activities with Counterparties. This role is central to ensuring the firm's pre-trade and post-trade risk controls comply with SEC Rule 15c3-5 (the Market Access Rule) and internal risk appetite, working closely with Technology, Compliance, and Trading Desk stakeholders.
Posted 4 days
Senior Small Business Relationship Banker – Jacksonville Florida Main Branch
Regions Financial - Jacksonville, FL 32202
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will provide services to all customers but will focus on small business customers with revenues up to $5MM -- acquiring new customers, and deepening existing customer relationships through checking acquisition, check card, money movement, credit card, merchant services, and lending. Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development, and upward mobility. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills. Primary Responsibilities Achieves individual and branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective about Regions’ solutions with a specific focus on small business customers Conducts outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones Works in partnership with the Branch Manager to serve as the primary relationship managers for a portfolio of small business customers with revenues up to $5MM Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which may consist of sharing responsibility for day to day branch responsibilities including but not limited to greeting customers and processing transactions to ensure customers bank when, where, and how they choose Owns and resolves customer issues Refers customers to an internal team of experts when additional financial goals and needs are recognized Supports team development by serving as a subject matter expert for junior level bankers Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information. Requirements High School Diploma or GED Two (2) years of banking, sales, and/or customer service experience Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to work Saturdays as needed Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences Bachelor’s degree Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to provide excellent customer service Excellent relationship-building skills Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.) Strong business acumen to assess the needs of small business clients Strong verbal, written communication, and organizational skills Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $51,997.12 USD Median: $60,730.00 USD Incentive Pay Plans: This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits Location Details Jacksonville Florida Main Location: Jacksonville, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Posted 4 days
Patient Financial Counselor Radiation
Cancer Specialists of North Florida - Fleming Island, FL 32003
Cancer Specialists of North Florida is recruiting for an experienced Patient Financial Counselor for our busy Radiation Department at our Southpoint Clinic. The Patient Financial Counselor is responsible for insurance verification and eligibility, assessment of patient financial requirements, counseling patients on insurance benefits and co-pays. Obtains and maintains accurate patient demographics. This position requires travel to any CSNF clinic that provides radiation therapy to patients and must be available to work flexible work schedule including early opening and evening hours. Essential duties and responsibilities include the following: Ensures all insurance, demographic, and eligibility information is obtained and entered into the system in an accurate manner. Performs insurance verification process on all third party payers. Obtains initial referral for new patients. Re-verifies benefits and works up cost estimates prior to initiation of treatment. Ensures appropriate signatures are obtained on all necessary forms. Performs financial counseling process and forwards to Billing Office. Assists patients in obtaining financial assistance (i.e. grant assistance), and all appropriate forms are filled out. Sets payment plans and collects payment plan agreement. Assists in maintaining manuals, logs and other required documentation as required. Demonstrates a understanding for patient confidentiality to protect the patient and the clinic/corporation. Works account balances for any; claim errors or adjustments that might be needed. Resolves patient questions and complaints regarding insurance billing and adjusts accounts as necessary. Provides patient documentation for balance explanation. All other duties as assigned Full-time position Location: 7015 A C Skinner Pkwy, Building 100, Jacksonville, FL 32256 Education and Experience: High School Diploma or Equivalent Minimum of three (3) years of medical business office experience with financial counseling experience. Compensation and Benefits: Salary is commensurate with experience and qualifications Cancer Specialists of North Florida is an "EEO Employer” and “Drug Free Workplace”
Posted 4 days
Revenue Strategy Manager (SQL 3+ yrs required)
Versant - Jacksonville, FL
Company Description VERSANT (Nasdaq: VSNT) is an industry-changing media and entertainment business and home to trusted brands that shape culture, inform audiences, and build lasting connections. It operates across four core markets: political news and opinion, business news and personal finance, golf, and sports and genre entertainment. These markets are served through a powerful portfolio of iconic and innovative brands, including CNBC, MS NOW, USA Network, Golf Channel, Oxygen, E!, SYFY, and Versant's sports division USA Sports, along with complementary digital assets including Fandango, Rotten Tomatoes, GolfNow and GolfPass. Job Description The Opportunity The Manager, Revenue Strategy is a key member of the Revenue & Pricing Strategy team within Versant Digital Portfolio Ventures (DPV), supporting growth, pricing, and investment decisions across a portfolio of leading digital businesses, including Golf and Fandango. This highly visible role partners closely with senior leaders and cross-functional teams to evaluate strategic opportunities, assess business performance, and drive revenue growth through data-driven decision-making. The ideal candidate combines strong analytical and financial capabilities with strategic thinking and a passion for translating insights into action. Why This Role Matters: This role plays an important part in helping Versant optimize revenue performance, prioritize investments, and unlock growth opportunities across its digital portfolio. By delivering rigorous analysis and actionable recommendations, you will help shape decisions that influence the future direction and success of key businesses. Work Environment: This is a hybrid position based in Orlando, FL, requiring regular in-office collaboration alongside flexibility to work remotely. What You'll Do Lead financial modeling, forecasting, and scenario analyses to support pricing strategies, product investments, partnerships, and enterprise growth initiatives. Evaluate business performance and key revenue drivers, identifying risks, opportunities, and recommendations that support sustainable growth. Quantify the financial impact and return on investment of strategic initiatives to inform prioritization and resource allocation decisions. Develop executive-ready analyses, presentations, and strategic recommendations that support decision-making by senior leadership. Partner cross-functionally with Product, Sales, Marketing, Finance, and Analytics teams to evaluate opportunities, align priorities, and drive execution. Analyze customer, subscription, and transactional revenue trends, including acquisition, retention, churn, pricing, and lifetime value metrics. Establish and maintain performance measurement frameworks and KPIs to assess business outcomes and initiative effectiveness. Translate complex analytical findings into clear business insights, strategic narratives, and actionable recommendations. Identify opportunities to improve forecasting methodologies, analytical processes, and decision-making capabilities across the organization. Qualifications What You Bring Bachelor's degree in Business, Finance, Economics, Statistics, Decision Science, or a related field. 3+ years of experience in revenue strategy, pricing, management consulting, corporate strategy, or a related analytical discipline. An MBA, MS, or equivalent advanced degree may substitute for up to 1+ years of experience. Strong financial modeling, forecasting, and quantitative problem-solving skills with the ability to synthesize complex data into business insights. Experience using Excel and analytical platforms such as SQL, Tableau, Databricks, Looker, or similar tools. Demonstrated ability to influence stakeholders and build strong partnerships across cross-functional teams. Proven success presenting recommendations and insights to senior leadership audiences. Experience translating data-driven insights into measurable business outcomes and strategic impact. How We Do It at Versant Trust – Build credibility through accurate analysis, sound judgment, and a commitment to delivering high-quality work. Teamwork – Collaborate effectively across Product, Sales, Marketing, Finance, and Analytics teams to achieve shared business objectives. Transparency – Communicate findings, assumptions, risks, and opportunities clearly and openly to support informed decision-making. Agility – Adapt quickly to changing business priorities and leverage data to identify emerging opportunities and challenges. Entrepreneurial Spirit – Demonstrate curiosity, initiative, and a growth mindset while identifying innovative approaches to drive business performance. Why You'll Love It Here At Versant, you'll have the opportunity to work on high-impact strategic initiatives that influence growth, pricing, and investment decisions across a dynamic portfolio of digital businesses. You'll collaborate with talented colleagues, partner directly with senior leaders, and contribute to meaningful business outcomes in a fast-paced, data-driven environment. Versant offers a competitive and comprehensive benefits package designed to support employees' health, well-being, and professional growth. Benefits include medical, dental, and vision coverage, retirement savings programs, paid time off, parental leave, learning and development opportunities, and employee wellness resources. Location: Hybrid – Orlando, Florida. Additional Information As part of our selection process, external candidates may be required to attend an in-person interview with a VERSANT Media employee at one of our locations prior to a hiring decision. VERSANT Media's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law. If you are a qualified individual with a disability or a disabled veteran and require support throughout the application and/or recruitment process as a result of your disability, you have the right to request a reasonable accommodation. You can submit your request to [email protected]. VERSANT Media is committed to fair and equitable compensation practices. We include a good faith pay range for each position to comply with applicable state and local pay transparency laws and to promote equity across our organization. Actual compensation will be based on factors such as the candidate's skills, qualifications, experience, and location and may include additional forms of compensation and benefits such as health insurance, retirement plans, paid time off, etc. VERSANT Media is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at VERSANT via-email, the Internet, or in any form and/or method without a valid written Statement of Work in place for this position from VERSANT's Talent Acquisition team will be deemed the sole property of VERSANT. No fee will be paid in the event the candidate is hired by VERSANT as a result of the referral or through other means.
Posted 4 days
Virtual Financial Center Specialist
First Federal Bank - Jacksonville, FL 32246
At First Federal Bank, our core values speak to the heart of our organization and are the essence of our company’s identity. Everything we do is centered around our community, customer service, our stability, and being trustworthy. These values support our mission and vision, shape our culture, and provide a foundation for the future. Offering a dynamic benefit package that includes but is not limited to: Four Medical Plan Offerings to choose from Employer HSA Contributions (Coverage/Plan exclusions) Employer Provided Life Insurance Policy Annual Health Incentive Annual Wellness Reimbursement Tuition Reimbursement program Generous Match 401k Retirement Plan Paid Sick Leave Paid Vacation Leave 11 Paid Holidays Based on the Federal Reserve Calendar If you are ready to take on a challenging and rewarding role; we invite you to apply for this exciting opportunity. Job Purpose: The Virtual Financial Center Specialist serves as the primary point of contact for customers through digital channels, including phone, video conferencing, chat, and email. This role provides exceptional customer service by identifying customer financial needs, offering appropriate banking products and services, resolving account inquiries, and building long-term customer relationships. The specialist supports customers with everyday banking transactions while promoting financial wellness and achieving individual and team performance goals. Essential Functions and Responsibilities: Deliver exceptional customer service through virtual channels including phone, video, chat, and secure messaging. Build strong customer relationships by understanding financial goals and recommending appropriate products and services. Assist customers with opening and maintaining deposit accounts, loans, credit cards, and digital banking services. Process customer transactions accurately and efficiently while adhering to bank policies and procedures. Educate customers on online banking, mobile banking, remote deposit capture, and other digital financial tools. Identify opportunities to cross-sell and refer customers to mortgage, investment, insurance, and business banking specialists when appropriate. Resolve customer issues, complaints, and account inquiries in a timely and professional manner. Verify customer identities and ensure compliance with Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Know Your Customer (KYC), and other regulatory requirements. Maintain confidentiality of customer information and safeguard sensitive financial data. Meet or exceed sales, service quality, productivity, and customer satisfaction goals. Maintain accurate documentation of customer interactions and account activity. Stay current on banking products, services, regulations, and technology enhancements. Participate in ongoing training and professional development. Perform other duties as assigned. Provides the best service to our customers with innovative and creative solutions. Qualifications and Requirements: Education and Experience Required High school diploma or GED. Minimum of 1–3 years of customer service experience, preferably in banking, financial services, or a call center environment. Preferred Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field. Experience opening consumer deposit accounts and consumer lending products. Experience working in a virtual or remote customer service environment. Knowledge of retail banking products and financial services. Knowledge Retail banking products and services. Consumer lending principles. Banking regulations including BSA, AML, KYC, and privacy requirements. Digital banking platforms and financial technology. Customer relationship management (CRM) systems. Sales and service best practices. Skills Outstanding verbal and written communication. Active listening and problem-solving. Customer relationship management. Proven sales and consultative selling techniques. Time management and organizational skills. Self-motivated and organized Conflict resolution and de-escalation. Strong attention to detail. Computer proficiency to include Microsoft Office and banking software. Ability to navigate multiple systems simultaneously. Action oriented with positive and innovative attitude Abilities Build trust and rapport with customers in a virtual environment. Analyze customer needs and recommend appropriate financial solutions. Work independently with minimal supervision. Prioritize multiple tasks in a fast-paced environment. Embrace and adapt quickly to changing technology and business priorities. Maintain professionalism while handling confidential information. Achieve individual and team performance goals. Collaborate effectively with cross-functional teams. Ability to think critically and provide solutions Ability to communicate clearly by phone and video conferencing Physical and Work Requirements Ability to remain seated for extended periods while working at a computer. Frequent use of a computer, keyboard, mouse, and telephone headset. Visual ability to read computer screens and review electronic documents. Manual dexterity sufficient to operate standard office equipment. Ability to work in a fast-paced/high stressed virtual contact center environment. May require evening, weekend, or holiday availability based on business needs. Occasional travel for meetings or training may be required. Extended hours sitting and performing computer tasks may be required. Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank. Bilingual candidates encouraged to apply. Equal Opportunity Employer / Vet / Disability E-Verify Employer Applicant Tracking Software by ExactHire: do6zj73n83w1dlp0x91r