Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Business Administration Job Description The world of finance moves fast. At FIS, we’re faster. Our teams are empowered to learn, grow, and make an impact–in their careers and communities. We deliver innovation that advances the way the world pays, banks and invests. If you want to grow personally and professionally, we’d like to know: Are you FIS? About the role: This role conducts assessments and periodic reviews of FIS products, services and business activities to validate compliance with applicable laws and regulations or detect regulatory violations, weak controls or other potential areas of exposure. What you will be doing: Maintains knowledge of applicable laws and regulations. As part of Corporate Compliance within the 2nd Line of Defense, conducts assessments and periodic reviews of FIS products, services and business activities to validate compliance with applicable laws and regulations or detect regulatory violations, weak controls or other potential areas of exposure. Independently develops and maintains materials for design of control and transactional level testing. Hosts meetings with lines of business, corporate compliance, and subject matter experts on behalf of the Compliance Testing team. Drafts reports detailing testing results for senior leadership, line of businesses, and key stakeholders. Cites and manages compliance related issues and coordinates with the line of business to develop and complete remediation plans; validates completion of remediation. Identifies areas of potential improvement. Provides updates for periodic reports. Conducts periodic quality assurance and independent reviews. Other related duties assigned, as needed. What you will need: You must have a minimum of 3-5 years of applicable Compliance Testing or Quality Assurance experience to be successful in this role. Comprehensive knowledge of at least one substantive area of compliance, such as banking regulations, anti-money laundering, or artificial intelligence. Bachelor's degree or equivalent combination of education, training, or work experience. Excellent analytical skills Ability to interpret policies, procedures, and regulations. Ability to provide information to a variety of audiences and deal effectively with confidential issues that are sensitive in nature. Demonstrated ability to plan and complete work within tight time limitations. Strong organizational skills and attention to detail. Strong verbal and written communication skills. Proficiency in Microsoft Office applications and case management systems. What we offer you: At FIS, we hire the best. In return, you receive exceptional benefits including: • Opportunities to innovate in fintech • Tools for personal and professional growth • Inclusive and diverse work environment • Resources to invest in your community • Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
REQUIRED CERTIFICATION(S): Exceptional Student Education (K-12) and Specific Subject Area if listed For instructional job descriptions click here. For the instructional salary schedule click here. The instructional portion begins on page II-1. BACKGROUND SCREENING: All prospective employees must submit to a Level 2 background check pursuant to Florida State Statute 435.04 and be found eligible by the Agency for Health Care Administration (AHCA) Care Provider Background Screening Clearinghouse. The background check will include, but is not limited to, fingerprinting for statewide criminal history records checks through the Florida Department of Law Enforcement, national criminal history records checks through the Federal Bureau of Investigation, local criminal records checks through local law enforcement agencies, and a search of the sexual predator and sexual offender registries of any state in which the prospective employee resided during the immediate preceding 5 years. If you would like more information about the Agency for Health Care Administration (AHCA) Care Provider Background Screening Clearinghouse, please visit https://info.flclearinghouse.com/.
*Must reside near Jacksonville, FL* *SCHEDULE: *M-F plus travel *STATUS: *Full-time *DEPT: *Sales *PAY TYPE: *Salary plus commission *Job description:* Be Part of Something Bigger At Jeske Hardware Distributors, we don’t just sell hardware — we aim to be your go-to partner for all hardware needs. For decades, we’ve built a reputation on quality, reliability, and trusted relationships, and we’re looking for someone who’s ready to carry that forward. We have been a family-owned company since 1962, and we’ve worked to deliver quality service and solutions for all our customers. When you join our team, you’re not just taking a sales job — you’re gaining a career with a company that values your voice, rewards your hard work, and supports your growth. Why You’ll Love Working With Us · Being a part of a family-owned company who truly puts family first · A supportive, team-oriented environment where your success is our success · Stability & reputation of a well-established company with a track record of success · Competitive base salary + commission structure · Full benefits package including: * 401(k) with company match * Health, dental, vision, and life insurance * Health savings account * Paid time off and vacation * A company car Role Description This is a full-time remote role for an Account Manager. The Account Manager will be responsible for managing client accounts, developing, and maintaining relationships, and ensuring customer satisfaction. This position achieves maximum sales profitability, growth and account penetration within an assigned territory and/or market segment by effectively selling the company’s products and/or related services by performing the essential duties below. What We’re Looking For · 3-5 years of proven sales experience (building materials/hardware industry preferred) · Comfortable with daily travel within your territory and 8–10 overnight trips/month · Strong relationship-builder with excellent communication skills · Organized, detail-oriented, and able to manage multiple priorities · Proficiency with Microsoft Office Suite including Word, Excel, Outlook, and PowerPoint · Valid driver’s license required What You’ll Do · Grow sales and market share by developing new business and expanding existing accounts in your territory · Build trusted partnerships with current customers and prospective customers by understanding their needs and recommending solutions · Solve customer challenges quickly and effectively, ensuring satisfaction and repeat business · Stay ahead of the market by keeping informed on products, competitors, and industry trends · Quotes prices and prepares sales contracts for obtained orders · Develop and expand business within your assigned territory, balancing new account growth with strengthening existing relationships · Represent our products with confidence through customer visits, product demos, and trade shows · Partner closely with vendors and customers to deliver solutions that fit their needs · Provide feedback to leadership on market trends, customer needs, and growth opportunities · Travel within your territory (with 8–10 overnights per month) and occasionally to our corporate office for training and team events If you’re ready to bring your sales expertise to a company that values people as much as performance, we’d love to welcome you to the team. Job Type: Full-time Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Health insurance * Health savings account * Life insurance * Paid time off * Parental leave * Referral program * Vision insurance Work Location: On the road Job Type: Full-time Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Health insurance * Health savings account * Life insurance * Paid time off * Vision insurance Experience: * Sales: 5 years (Preferred) * Building Material: 3 years (Preferred) Willingness to travel: * 50% (Required) Work Location: On the road
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days’ vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be - in person, by phone and online. At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) employer. Qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship status, color, creed, culture, disability, ethnicity, gender, gender identity or expression, genetic information or history, marital status, military status, national origin, nationality, pregnancy, race, religion, sex, sexual orientation, socioeconomic status, transgender or on any other basis protected by law.
Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. The Product Analyst II will support the product management team by providing product data management, catalog stewardship, and operational insights to inform product decisions. This role involves maintaining product hierarchies, entitlements, and configuration data, supporting product launches and commercial changes, and ensuring compliance with established governance and data quality standards. The Product Analyst II will work closely with cross-functional teams to support product lifecycle activities and help ensure products meet business goals and operational requirements. Key Responsibilities: Maintain and support the product catalog by ensuring product structures, hierarchies, entitlements, and related attributes are accurately configured and aligned with established business standards. Gather, document, and validate business requirements for new products, packaging changes, pricing updates, entitlement changes, and other commercial initiatives. Partner with cross-functional stakeholders to support product planning, implementation, and ongoing maintenance activities. Support product setup, configuration, and business-side validation activities to ensure product data, relationships, and catalog structures are accurately established and ready for operational use and market launch. Execute established governance processes and business rules to promote consistency, compliance, and effective stewardship of product master data. Identify data quality issues, process gaps, and opportunities for improvement and recommend solutions for review. Coordinate product catalog deliverables and cross-functional dependencies supporting product launches, commercial changes, and operational readiness activities. Monitor progress, communicate status updates, and escalate risks that may impact delivery timelines. Develop and maintain product standards, process documentation, training materials, and operational procedures to support effective product lifecycle management and data governance practices. Stay current with industry trends and best practices in data analytics, product management and product operations tools. Skills and/or Certifications: Bachelor's degree in Business Administration, Information Systems, Data Analytics, Product Management, or a related field required; advanced degree preferred. Minimum 2 years of experience in product operations, product analysis, product catalog management, Product Master Data Management (PMDM), Product Information Management (PIM), Master Data Management (MDM), or a related business operations role. Knowledge of product catalog management, product configuration, hierarchies, entitlements, pricing, packaging, revenue, and order management processes. Strong analytical, problem-solving, and data quality management skills with the ability to identify trends, gaps, and improvement opportunities. Ability to gather, document, and validate business requirements and translate them into actionable solutions. Excellent communication and stakeholder management skills, with the ability to provide clear insights, recommendations, and status updates. Ability to effectively collaborate with cross-functional teams including product, sales, marketing, technology and analytics teams. Proficiency in Business Analytics Tools, e.g. MS Power BI, Jira or Tableau Proficiency in Microsoft Office Suite skills. Show an ownership mindset in everything you do. Be a problem solver, be curious and be inspired to take action. Be proactive, seek ways to collaborate and connect with people and teams in support of driving success. Continuous growth mindset, keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors as well as widen and broaden your competencies through structural courses and programs. Where applicable, fluency in English and languages relevant to the working market. Education: Bachelors Degree - Required Advanced Degree - Preferred Benefits We Offer · Generous paid time off in your first year, increasing with tenure. · Up to 16 weeks 100% paid parental leave after one year of employment. · Paid sick time to care for yourself or family members. · Education assistance and extensive training resources. · Do Good Program: Paid volunteer days & donation matching. · Competitive 401k with company matching. · Health & wellness benefits, including discounted Wellhub membership rates. · Medical, dental & vision insurance for you, spouse/partner & dependents. All Dun & Bradstreet job postings can be found at https://jobs.lever.co/dnb. Official communication from Dun & Bradstreet will come from an email address ending in @dnb.com. Notice to Applicants: Please be advised that this job posting page is hosted and powered by Lever, a subsidiary of Employ Inc. Your use of this page is subject to Employ's Privacy Notice and Cookie Policy, which governs the processing of visitor data on this platform. Equal Employment Opportunity (EEO): Dun & Bradstreet provides equal employment opportunities to applicants and employees without regard to race, color, religion, creed, sex, age, national origin, citizenship status, disability status, sexual orientation, gender identity or expression, pregnancy, genetic information, protected military and veteran status, ancestry, marital status, medical condition (cancer and genetic characteristics) or any other characteristic protected by law. Know Your Rights: Workplace Discrimination is Illegal - The current poster can be found here. We participate in E-Verify - The current poster can be found here. Accommodations information for applicants with disabilities: Dun & Bradstreet is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with Dun & Bradstreet, please send an e-mail to [email protected] to let us know the nature of your accommodation request and your contact information. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please visit https://bit.ly/3LMn4CQ.
Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. In this role, you will support the Company’s growth in selling products and services to new and existing small business clients through remote channels such as telephone and virtual consultations. In this foundational role, you will learn to identify the unique needs of small business customers and deliver tailored solutions that support their growth. You will contribute to maintaining and growing revenue by supporting renewal efforts and identifying opportunities for cross‑sell and up‑sell. This role serves as a development path into our Small Business sales roles, offering hands‑on experience, strong training, and the opportunity to build essential sales skills for long‑term career growth. Essential Key Responsibilities Qualify leads based off Budget Authority Need and Timeline (BANT) and pass to the appropriate internal Small Business Sales team. Be able to conduct a needs-based assessment and transition the customer's needs to the best product and solutions available within scope of role, and lead pass when opportunity arises. Develop an in-depth understanding of all the Small Business product suite's features, functionality, and benefits. Effectively manage and follow up on assigned leads, ensuring a seamless transition from lead to client engagement. Provide customized solutions based on the unique requirements of the prospect, ensuring alignment with their goals and objectives. Nurture leads through sequenced outreach, timely follow-ups, and appointment setting where applicable. Complete the required number of outbound calls on a daily basis to qualify prospects and schedule appointments for the Account Executives (Outbound). Additional duties as assigned. Education and Experience Years of Relevant Experience: 2 to 4 years High School Degree: Required Associate's Degree: Preferred Bachelor's Degree: Preferred Essential Skills and/or Certifications An assertive, persistent, self-motivated professional who is a strong listener with a positive attitude and a limitless amount of energy. Possess an aptitude for quickly grasping selling techniques and product knowledge. Experience selling an intangible product and/or inside sales experience is strongly preferred. Has a proven track record of achieving/exceeding quota and ability to thrive in a high volume, high energy, fast-paced, sales-driven call center environment. Computer knowledge with good communication, organizational and time management skills. Clear, confident phone presence; excellent active listening and objection handling. Comfortable initiating contact with unfamiliar prospects and driving engagement through effective phone outreach. Maintains energy, professionalism, and consistency while handling large volumes of outreach and frequent rejection. Show an ownership mindset in everything you do; be a problem solver, be curious and be inspired to take action, be proactive, seek ways to collaborate and connect with people and teams in support of driving success. Continuous growth mindset, keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors as well as widen and broaden your competencies through structural courses and programs Key Stakeholders External Clients, SMB Account Executives, Customer Service, Sales Operations, Sales Compliance, Marketing, Training and Enablement Physical Requirements Employees must be able to perform the essential functions of this position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions. Ability to sit, speak and operate telephone and/or computer for long periods of time Ability to handle pressure, stressful conditions, and conflict resolution Ability to work day, evening and/or weekend hours as needed Regular attendance in the office Required to be in office Monday – Friday Benefits We Offer · Generous paid time off in your first year, increasing with tenure. · Up to 16 weeks 100% paid parental leave after one year of employment. · Paid sick time to care for yourself or family members. · Education assistance and extensive training resources. · Do Good Program: Paid volunteer days & donation matching. · Competitive 401k with company matching. · Health & wellness benefits, including discounted Wellhub membership rates. · Medical, dental & vision insurance for you, spouse/partner & dependents. All Dun & Bradstreet job postings can be found at https://jobs.lever.co/dnb. Official communication from Dun & Bradstreet will come from an email address ending in @dnb.com. Notice to Applicants: Please be advised that this job posting page is hosted and powered by Lever, a subsidiary of Employ Inc. Your use of this page is subject to Employ's Privacy Notice and Cookie Policy, which governs the processing of visitor data on this platform. Equal Employment Opportunity (EEO): Dun & Bradstreet provides equal employment opportunities to applicants and employees without regard to race, color, religion, creed, sex, age, national origin, citizenship status, disability status, sexual orientation, gender identity or expression, pregnancy, genetic information, protected military and veteran status, ancestry, marital status, medical condition (cancer and genetic characteristics) or any other characteristic protected by law. Know Your Rights: Workplace Discrimination is Illegal - The current poster can be found here. We participate in E-Verify - The current poster can be found here. Accommodations information for applicants with disabilities: Dun & Bradstreet is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with Dun & Bradstreet, please send an e-mail to [email protected] to let us know the nature of your accommodation request and your contact information. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please visit https://bit.ly/3LMn4CQ.
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Serve as the Retail Regional Sales Manager for a Retail Mortgage Sales team. A sales team may consist of any combination of Producing Sales Managers and their sales team, as well as direct Mortgage Loan Originator (MLO) reports. Active personal participation in sales efforts, supporting relationships between MLOs and integrated relationship partners within Truist for the benefit of the client. Responsible for all aspects of sales, profitability, coaching and developing sales team members to source mortgage loan opportunities from internal and external referral partners. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Responsible for the Regional production growth through effective leadership, recruiting, retention, coaching and developing a profitable sales team. 2. Understand and communicate Mortgage Lending strategy, and policies and procedures to customers, teammates, internal and external referral sources, and the Area managed. 3. Implement area strategic direction, including but not limited to execute on new business development, deepen existing business relationships, grow market share, and drive integrated relationship management. Lead inclusive and affordable housing lending initiatives to effectively serve low-to-moderate markets. 4. Continuously improve client service quality by leading the team's adoption of digital client experience, technology, and managing the mortgage processes to enhance relationships with clients, COIs, and Truist teammates. 5. A Retail Regional Sales Manager can speak to clients for customer service purposes but cannot perform any of the following tasks: - Take an application, offer, arrange, or assist a consumer in applying; - Negotiate terms, or otherwise obtain or makes an extension of credit for another person; - Represent to the public through advertising or other means of communication (including social media) that the RSM person can or will perform any of these activities. ans of communication (including social media) that the RSM person can or will perform any of these activities. 6. Knowledge of local real estate market conditions, mortgage product and process trends, and competitive position. Provide feedback and solutions, as needed or requested, regarding mortgage lending delivery capabilities. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent education and related experience 2. 3+ years mortgage industry experience 3. 2+ years managerial experience 4. Strong understanding of mortgage lending and product lines; effective management of internal and external relationships and partnerships 5. Ability to manage producing sales managers and MLOs, address fulfillment productivity with operations teammates, and maintain internal and external referral sources 6. Proven ability to recruit and retain productive, engaged teammates 7. Registered and maintains an active Truist sponsored registration in the Nationwide Mortgage Licensing System and Registry (NMLSR) and has been assigned a unique identifier number in compliance with the federal S.A.F.E. act requirements. Preferred Qualifications: 1. Proven ability to lead and build a productive mortgage sales team. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust (BL&T) is a center of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based on client needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. About this role: Wells Fargo’s Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs. This role manages the end‑to‑end delivery of the full custom loan product suite including specialized and bespoke lending structures while applying strong credit expertise, strategic thinking, and exceptional relationship management and consultative sales skills. The Custom Credit Banker partners closely with the Customer Relationship Group (CRG) to assess client needs, develop customized credit strategies, negotiate and close lending opportunities, and deliver compelling presentations to prospects, centers of influence, and internal partners. The role drives proactive outreach across CRG, senior Custom Credit team members, non‑wealth partners, and external prospects to support new business development, while also owning responsibility for loan growth, revenue generation, and portfolio profitability by maintaining deep expertise in custom credit structures, market solutions, and client‑focused lending strategies. In this role, you will: Actively market custom lending solutions across the Wells Fargo Platform Partner with Financial Advisors to deliver Custom Lending solutions to high net worth clients Structure credit opportunities and negotiate deal terms directly with clients Present to deals to Independent Risk Management, along with underwriting teams, for final approval Assist with recruiting of new Financial Advisors including reviewing credit opportunities within their book of work Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area Required Qualifications: 7+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Proven success in custom credit origination and complex loan structuring for HNW/UHNW clients. Strong credit acumen with demonstrated ability to design bespoke lending solutions. Private Banking, Corporate Banking or Commercial Banking experience Excellent sales and relationship management skills Strong credit risk experience Knowledge of traditional banking products FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) A Master's degree or higher Job Expectations: US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Registration for FINRA Series 65 or 66 must be completed prior to conducting Investment Advisory business. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Posting End Date: 17 Sep 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description About FIS Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. Current and future sponsorship are not available for this position Jacksonville, FL Hybrid (three days in-office, two days virtual) About the team The Wealth and Trust product team supports enterprise-grade wealth management and trust accounting capabilities across client, operations, reporting, interface, and downstream processing needs. The team works closely with product management, technology, QA, support, implementation, and client-facing stakeholders to improve product stability, client value, and operational efficiency. What you will be doing You will use deep Wealth, Trust, and Global Plus Product knowledge to translate client and operational needs into clear product outcomes, practical requirements, and deliverable user stories. You will help connect business expectations with system behavior, data movement, reporting accuracy, and cross-functional execution. Analyze business requirements in detail and convert them into clear functional expectations, product requirements, acceptance criteria, and backlog-ready user stories. Own and refine product backlog items for Wealth and Trust enhancements, support issues, reporting improvements, interfaces, downstream impacts, and client-facing outputs. Partner with product managers, technology, QA, support, reporting, implementation, and client teams to clarify business rules, resolve issues, and deliver timely product outcomes. Evaluate end-to-end financial data flows across upstream systems, interfaces, downstream applications, reporting platforms, and client outputs to identify dependencies, gaps, and risks. Support client-focused product improvements by understanding pain points, driving fast issue resolution, and improving client satisfaction and confidence in the product. Contribute to long-term product evolution through workflow improvement, operational stability, root-cause analysis, dashboards, automation opportunities, and product success measures. What you bring 6 -10 years of hands-on Wealth and Trust domain expertise, including product behavior, business rules, client expectations, financial workflows, reporting needs, and operational dependencies. Strong requirement analysis capabilities with the ability to translate complex business needs into clear product and functional expectations. End-to-end understanding of data flows across finance systems, including upstream feeds, interfaces, downstream applications, reporting platforms, and client-facing outputs. Client-centric mindset with active involvement in client support, issue resolution, product discussions, and confidence-building engagements. Fast issue-resolution approach with strong ownership, accountability, urgency, and a practical delivery focus. Ability to bridge business, operations, technology, QA, product, and client teams by explaining how business needs connect to system behavior and data movement. Career interests Grow as a Product Owner within the Wealth and Trust domain, using domain expertise to shape product direction and improve client value. Analyze business needs, define product requirements, improve workflows, and design better solutions for clients and operations teams. Strengthen capabilities in data flow, reporting accuracy, interfaces, downstream systems, and integration between platforms. Improve product usability and satisfaction by focusing on client pain points, faster issue resolution, and long-term client confidence. Contribute to long-term Wealth and Trust product strategy through new features, reduced operational issues, improved stability, and product maturity. Support operational excellence through better issue tracking, root-cause analysis, reporting, workflow automation, and actionable dashboards. Growth opportunities The role also creates opportunities to expand from strong requirement execution into broader product strategy, roadmap influence, commercial awareness, and executive-level product communication. Move from requirement execution toward product roadmap planning, prioritization, market alignment, strategic feature definition, and business case preparation. Strengthen product management skills in roadmap creation, feature prioritization, revenue impact analysis, client value measurement, and product success metrics. Build commercial awareness around revenue generation, client retention, pricing impact, product profitability, and measurable client outcomes. Apply AI and automation to Wealth and Trust products, including exception intelligence, error prediction, automated reconciliation, client reporting automation, operational dashboards, and AI-assisted requirement analysis. Enhance executive communication by presenting improvements in terms of client impact, operational efficiency, risk reduction, revenue opportunity, cost saving, and strategic value. Broaden knowledge across the Wealth ecosystem, including trust accounting, custody, portfolio accounting, investment operations, tax reporting, compliance reporting, and client portals. Bonus if you have Experience contributing to Wealth or Trust product strategy, roadmap planning, feature prioritization, or business case development. Hands-on exposure to reporting automation, operational dashboards, AI-assisted analysis, reconciliation improvement, or exception management. Knowledge of adjacent Wealth ecosystem areas such as custody, portfolio accounting, investment operations, tax reporting, compliance reporting, or digital client experience. Comfort presenting product improvements to senior stakeholders using client impact, operational efficiency, risk reduction, cost saving, and revenue opportunity. What we offer you A modern, international work environment and a dedicated, motivated team. A broad range of professional education and personal development opportunities. The chance to work on challenging, relevant issues in financial services and technology. A work environment built on collaboration, flexibility, and respect. Varied and challenging work that helps you grow your product, functional, domain, and leadership skillset. 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
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description About FIS We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you’re ready to start learning, growing and making an impact with a career in fintech. About the team The AutoSuite Development organization at FIS enhances the Lending Automotive base and client custom code. Examples of this work includes enhancements, regulatory changes and corrections required for the base & hosted client product. Primary responsibilities are analyzing, designing, coding, testing, and supporting the applications. We are looking for talented resources to be a part of this dynamic team. Current and future sponsorship are not available for this position This role is open to remote What you will be doing Conduct code-level software analyses to identify root cause of bugs and/or system defects modifications as needed. Architect and design solutions for Product enhancements. Develops and executes scripts, utilities and associated test plans. Scripts may modify data that is not updateable via user interface. Interfaces with internal clients, vendors, managers, IT and Product Development to research and determine resolution of system defects. Analyzes problem, documents and communicates resolution and conducts follow up. Escalates problems to appropriate teams when necessary. Represents team on cross-functional teams for support and development activities. Interprets and presents data and conclusions to management as needed. What you bring Knowledge of the basic principles, processes, phases and roles of application development methodologies. (10+ years of experience) Knowledge of a wide range of interface design, development and debugging tools, techniques and methodologies. Knowledge of programming languages. (COBOL/JCL) Knowledge of primary database engines. (VSAM/CICS) Excellent analytical, problem-solving and time management skills. Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization. Excellent customer service skills that build high levels of customer satisfaction for internal customers. Willingly shares relevant technical and/or industry knowledge and expertise with other resources. Bonus if you have Expertise with the Systematics ALS-AF Application. What we offer you Attractive benefits including private medical cover and dental cover. A broad range of professional education and personal development opportunities. A work environment built on collaboration, flexibility and respect. Varied and challenging work to help you grow your technical skillset. 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