Job Results
Financial Services
Posted 3 weeks
New York Life Accelerated Path to Management Program
New York Life - Jacksonville, FL 32256
*New York Life Accelerated Path to Management Program* Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. *What we’re looking for* We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions: * Do you have sales or managerial experience in another industry? * Have you previously run your own business? * Do you have an MBA or other equivalent degree? In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. *What we offer* *Your first year* You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite. *Training and resources* You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. *Product Solutions * You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. *Your transition to a Field Manager role* After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. *How we will compensate you * When you begin with New York Life as a financial professional, you will receive income that is commission-based.3 If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $64,480 and $65,479, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,4 and a 401(k) savings plan.5 New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 579 recruiters at all levels in 2022 was $240,000 *About New York Life* New York Life is a Fortune 70 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. *Awards & Accolades* *We’re proud of our financial strength7* * A++ Superior (A.M. Best) * AAA Exceptionally Strong (Fitch) * Aaa Exceptional (Moody’s) * AA+ Very Strong (Standard & Poor’s) *We’re proud of the training we offer8* * Training Magazine’s APEX Award for 2022 *We’re proud the be recognized by organizations that also value diversity* * Latino Leaders: 2022 Best Companies for Latinos to Work For * Human Rights Campaign: 2022 Corporate Equality Index * Forbes 2022: America’s Best Employers for Diversity *We’re proud of the help we’ve provided and continue to provide our clients9* * 5.3 million lives protected (includes all owners of individual life insurance and annuity policies) * $4.5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.) * $579 million lifetime annuity income paid (includes all payouts on individual income annuity products) * Nearly $1.2 trillion life insurance protection in force (includes term, whole, and universal life) 1 Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Please ask your New York Life recruiter for details. 2 If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3 If you would like more information about commission-based income for financial professionals, please consult with your New York Life recruiter. 4 Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason. 5 This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to amend or terminate benefit plans at any time for any reason. 6 In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including your field management title/level, the sales results of your agent unit and/or your General Office, and your applicable field management compensation plan. The company reserves the right to amend, modify, or terminate the compensation plans at any time. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field manager’s business expenses not otherwise reimbursed by the company. Average partner income is provided for illustrative purposes only. 7 New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 10/18/2022). The financial strength ratings do not apply to any investment products as they are subject to market risk and will fluctuate in value. 8 A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition 9 All figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12 months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity *New York Life Insurance Company, Jacksonville* 10375 Centurion Parkway N. Suite 300 Jacksonville, FL 32256 www.newyorklife.com Qualifications - Masters degree in Marketing or Master of Business Administration - Strong background in sales and business development - Proficiency in insurance sales, outside sales, and retail sales - Excellent communication and negotiation skills - Ability to analyze sales data and administer sales processes - Bilingual proficiency in English and Spanish is a plus - Familiarity with benefits administration and customer service practices Job Types: Full-time, Permanent Pay: $60,000.00 - $175,000.00 per year Benefits: * 401(k) * 401(k) matching * Flexible schedule * Paid time off * Parental leave Ability to Commute: * Jacksonville, FL 32256 (Required) Work Location: In person
Posted 3 weeks
Fraud Risk Senior Officer Senior Vice President
Citi - Jacksonville, FL
The Fraud Risk Senior Officer I is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. Responsibilities: Independently assess risks and drive actions to address the root causes that persistently lead to Fraud losses by challenging both historical and proposed practices. Governance and oversight may include (not limited to) technology operational risk, cyber risk for example. Serves as a subject matter expert for all performance issues that surface. Issues Management (KPI/KRI/Corrective Action Plans) Resolves transactional level escalations coming from the vendor or internal partners Analyzes a multitude of scorecards/performance management tools in an attempt to mitigate exposure (risk/financial/regulatory) Monitors goals are met through performance, risk and relationship oversight of our extended supply chain and ensures compliance Collaborates to resolve any issues which fall within the terms of the contract. Escalate those that require commercial or legal support. Develops and maintains relationships across the business users and Lines of Defense to better understand and deliver customer requirements by responding to changes in the internal and external business environment Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 10+ years Credit Card and/or Retail Banking experience preferred Education: Bachelor’s/University degree or equivalent experience, Master’s degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. - Job Family Group: Risk Management - Job Family: Fraud Risk - Time Type: Full time - Primary Location: Jacksonville Florida United States - Primary Location Full Time Salary Range: $130,880.00 - $196,320.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Analytical Thinking, Constructive Debate, Controls Design, Escalation Management, Issue Management, Operational Risk, Policy and Procedure, Policy and Regulation, Risk Controls and Monitors, Risk Identification and Assessment. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: Oct 11, 2025 - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
Posted 3 weeks
Private Wealth Management Wealth Advisor – CPWA, CFA, CFP
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 Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts. Primary Responsibilities Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance Acts as a resource to associates with less experience This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. 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 Bachelor’s degree in business, finance, economics, accounting or related field Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related Skills and Competencies Ability to independently manage the largest client relationships Advanced relationship management, business development and presentation skills Advanced sales, negotiation, problem solving, and interpersonal skills Anticipates client needs and is proactively provides solutions Excellent verbal and written communication skills Possess effective and proven sales experience Strong initiative to be proactive and follow through on client requests This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience. 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: $118,688.90 USD Median: $168,940.00 USD Incentive Pay Plans: 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.Opportunity to participate in the Long Term Incentive Plan. 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/welcometour/benefits.rf 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 3 weeks
Lead Product Manager – Finance Solutions
Deloitte - Jacksonville, FL 32202
We are seeking an experienced Product Manager with a strong background in the finance domain, specifically in engagement P&L reporting, pricing and forecasting, to lead the development and enhancement of our financial products. This role is ideal for someone who understands both the technical and business aspects of financial reporting and can translate complex requirements into innovative solutions. A Lead Product Manager is an expert individual contributor responsible for ensuring a product's value and viability within a product line. This role involves leading empowered, cross-functional product teams to solve complex customer problems that align with strategic business needs. The Lead Product Manager is accountable for the product's success, from vision to execution, and collaborates closely with various functions and stakeholders to deliver valuable, viable, usable, and feasible solutions. Recruiting for this role ends on 10/13/2025. Key Responsibilities Product Accountability Responsible and accountable for the product's value and viability, including profit and loss Formulate and achieve Key Performance Indicators (KPIs) for identified problems to solve. Drive strategy-aligned solutions to achieve product profit and loss objectives. Measure KPIs and analyze outcomes to inform future strategies. Define and drive the product vision, strategy, and roadmap for engagement P&L reporting, pricing and forecasting. Translate complex financial reporting requirements into clear product specifications and user stories. Vision and Strategy Co-create, own, and evangelize the product vision, strategy, and roadmap. Align product objectives with the product line and business goals. Co-create in collaboration with business stakeholders, engineering, experience, and delivery. Market and User Engagement Conduct user research and competitive analysis. Engage the team with users and stakeholders through continuous research and direct interactions. Collaborate and guide the team toward solutions that address priority user and business needs. Collaboration and Teamwork Work side-by-side with cross-functional (business, engineering, experience, and delivery) team members to achieve KPI outcomes. Promote a product operating model that emphasizes outcomes over output (minimize overproduction while maximizing value). Build empowered teams and product communities who exhibit collective product ownership. Continuous Improvement Remove obstacles for the team and ensure smooth flow of continuous value achievement. Promote and drive rapid, emergent, and ongoing learning and adaptation to meet objectives. Drive innovation and improvement of the process to drive out waste and accelerate value achievement Spread knowledge and best practices within the product vertical community. Qualifications Education Bachelor's degree in Business, Marketing, Engineering, or a related field. An MBA or related advanced degree is beneficial. Experience 8-15+ years of proven experience in product management or related roles. Experience being accountable for value and viability results for an empowered product team. Demonstrated experience in modern product craft of delivering the right thing, in the right way, at the right time. Proven accountability for value, viability and P&L objectives for a product. Skills Expert analytical and problem-solving skills. Exceptional communication and collaboration abilities. Ability to influence at all organizational levels through inclusion and leadership. Detail-oriented, organized, and visionary. Learning-forward, experimental, and value-oriented mindset. Customer-centric methods and practices. Expert in modern product management craft and domain (tools, methods, and practices). Ability to navigate complexity and uncertainty. Domain Knowledge Broad knowledge across multiple business areas. Quick to reach expert-level knowledge within the product domain being served. Personal Traits Strong leadership capabilities. Customer-centric mindset. Ability to work as an individual contributor in a collaborative, cross-functional team. Beliefs and Methods Humble, curious, and learning-forward mindset. Favor small step action and evidence over detailed upfront planning and precision aiming. Experience with lean solutions and rapid, inexpensive experimentation to emerge the right thing, int the right way, at the right time. High levels of continuous customer and user engagement. Requirement Ability to travel 0-20%, on average, based on the work you do and the clients and industries/sectors you serve Limited immigration sponsorship may be available Core Competencies Analytical Skills: Ability to analyze data and derive actionable insights. Problem-Solving: Innovative and experimental approach to solving complex problems. Communication: Clear and effective communication with team members, stakeholders, and customers. Leadership: Ability to lead and inspire cross-functional teams, fostering collaboration and collective movement toward product goals. Customer-Centricity: Deep understanding of customer needs and engagement patterns, driving teams to deliver solutions that customers love and that work for the business. Strategic Thinking: Ability to develop and execute a strategic vision for the product, aligning it with broader business objectives. Conclusion The Lead Product Manager plays a crucial role in ensuring the success of our most strategic, complex products by balancing customer needs with business objectives. This role requires a blend of strategic vision, analytical skills, and collaborative teamwork to deliver valuable, viable, usable, and feasible solutions. It demands a high degree of experience and expertise in the modern product management craft and a drive for continuous improvement. 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 $118,700-$243,700. 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. Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html EA_ExpHire; EA_ITS_ExpHire
Posted 3 weeks
Fraud Risk Senior Officer Senior Vice President
Citi - Jacksonville, FL
Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview The Fraud Risk Senior Officer I is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. Responsibilities: Independently assess risks and drive actions to address the root causes that persistently lead to Fraud losses by challenging both historical and proposed practices. Governance and oversight may include (not limited to) technology operational risk, cyber risk for example. Serves as a subject matter expert for all performance issues that surface. Issues Management (KPI/KRI/Corrective Action Plans) Resolves transactional level escalations coming from the vendor or internal partners Analyzes a multitude of scorecards/performance management tools in an attempt to mitigate exposure (risk/financial/regulatory) Monitors goals are met through performance, risk and relationship oversight of our extended supply chain and ensures compliance Collaborates to resolve any issues which fall within the terms of the contract. Escalate those that require commercial or legal support. Develops and maintains relationships across the business users and Lines of Defense to better understand and deliver customer requirements by responding to changes in the internal and external business environment Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 10+ years Credit Card and/or Retail Banking experience preferred Education: Bachelor’s/University degree or equivalent experience, Master’s degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. - Job Family Group: Risk Management - Job Family: Fraud Risk - Time Type: Full time - Primary Location: Jacksonville Florida United States - Primary Location Full Time Salary Range: $130,880.00 - $196,320.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Analytical Thinking, Constructive Debate, Controls Design, Escalation Management, Issue Management, Operational Risk, Policy and Procedure, Policy and Regulation, Risk Controls and Monitors, Risk Identification and Assessment. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: Oct 11, 2025 - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
Posted 3 weeks
Universal Banker II
United Community Bank - Ponte Vedra Beach, FL
Universal Banker II United Community is seeking a highly skilled Universal Banker II. As a Universal Banker, you will have the opportunity to deliver excellent experiences to customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions. What You’ll Do: NMLS License required Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting Maintain a comprehensive understanding of retail banking products and services Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers’ needs, while considering their unique perspectives and priorities Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank Educate customers on options for managing transactions using technology and all other tools and resources available Apply product and service knowledge to effectively solve customer problems Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality Ensure adherence to banking regulations and internal policies Required Skills/Experience 1+ years of previous banking and cash handling 1+ years of lending experience NMLS License required Demonstrated analytical, accuracy, and problem-solving skills Strong verbal and written interpersonal communication skills Ability to uncover and provide solutions to meet customer needs Preferred Skills/Experience: Current Notary Public Certification preferred Conditions of Employment: Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Non-Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Posted 3 weeks
Manager, Government Risk Consulting
RSM - Jacksonville, FL
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. As a Manager in RSM’s growing State and Local Government Process Risk and Controls Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In the Process Risk and Controls Practice we frequently work as or alongside state or local government client’s internal audit function, the chief risk officer or risk function and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure for the public. Key Responsibilities Contributions to Firm Culture Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members Be open to new ideas and challenges, and help foster a culture that encourages people to ask questions, seek diverse perspectives, and challenge those around you Develop executive presence through interactions with management within RSM and our clients Develop meaningful relationships with client personnel and colleagues Support RSM’s goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions Client Experience Leverage understanding of public sector industry trends and business acumen to think critically about complex challenges and propose dynamic solutions Develop and implement operational procedures to monitor Grant Administration effectiveness in compliance with all requirements Monitor and review federal and state regulations that stipulate specifications for required policies and procedures related to reporting for grant funds. Identify current and relevant industry thought leadership to share with the client Own management level relationships, and interact with elected leaders, directors, and agency heads Independently implements and coaches associates on foundational industry policies, procedures, and work-programs Owns process level client relationships and collaboration with external stakeholders Prepare/Review initial drafts and follow-ups on client request lists Participate in risk assessment management interviews. Update risk assessment models and complete initial draft of identified risks Prepare and conduct tests of the operating effectiveness of clients’ internal controls Draft test plans or work programs for review by senior members of the team Create/review narratives or flowcharts for a process. Identify and review all risks and controls for a process as needed Perform first level review of staff work for accuracy, completeness, and well-reasoned conclusions Manage budgets and provide accurate analysis of estimates to complete to engagement leader Review and complete status documents for client delivery Prepares initial draft of reports Develop the ability to support multiple client projects simultaneously, while actively contributing to other firm initiatives Talent Experience Encourage colleagues to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment Manage, motivate, and mentor teams to cultivate an environment where team member capabilities are optimized and expanded Recruit, develop, and inspire future leaders of the firm through mentorship that focuses on understanding the potential and aspirations of the workforce Maintain willingness to give and receive candid feedback in both written and verbal form; Commit to self-development in response to constructive feedback received Business Development Participate in relevant state and local government associations and events to develop and/or maintain industry focus and relationships Build, maintain, and utilize your internal network to address issues timely and add value to client relationships; begin cultivating an external network with the goal of generating new business opportunities for the firm Assist in writing, developing and delivering thought leadership internally and externally Communicate effectively with prospects, assess needs, and develop clear and accurate project parameters including scoping descriptions, delivery plans, and budgets Contribute to pursuits through development of proposals and other materials Position Qualifications Bachelor’s or Master’s Degree in business, accounting or related discipline Minimum of 5 years of experience in audit, internal audit or related internal control positions Experience leading project based work with milestones and workflow driven by objectives and defined timelines Working knowledge and demonstrated understanding of funding regulations and compliance requirements including, but not limited to, 2 CFR 200 (Uniform Guidance) and 45 CFR 75 Experience interpreting technical, legal, and regulatory requirements Experience providing pre and post-award subrecipient monitoring over compliance with federal grant awards Proficiency in professional writing, spreadsheet, and presentation creation tools Job relevant certification Ability to travel to meet client needs and work collaboratively with others in-person and remotely Openness to workday flexibility, agility, remote work environment, leveraging new tools Effective communication skills, both verbally and in writing Effective time management and prioritization skills Established experience in multiple industries or subject-matter expertise in one specific industry Demonstrated success in high pressure scenarios At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits. All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected]. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $101,000 - $203,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Posted 3 weeks
Personal Banker Associate I – Central Jacksonville, FL
Fifth Third Bank - Saint Johns, FL
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills, or, combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. #LI-DS1 Personal Banker Associate I - Central Jacksonville, FL At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. LOCATION - St Johns, Florida 32259 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Posted 3 weeks
Senior Compliance Officer
PrimeSouth Bank - Fernandina Beach, FL 32034
*Position Summary* The *Senior Compliance Officer* plays a critical role in supporting PrimeSouth Bank’s commitment to regulatory compliance and effective risk management. This role serves as a subject matter expert (SME) for assigned laws and regulations, providing expert guidance across multiple lines of business. The Team Lead will proactively identify compliance risks, support regulatory exam readiness, and deliver consultative advice to ensure alignment with internal policies and external regulations. *Key Responsibilities* * Act as the corporate SME for assigned laws and regulations, providing advisory support across designated business units. * Establish and maintain trusted relationships with business line leaders to foster a strong compliance culture. * Monitor business unit activities for regulatory compliance and evaluate the effectiveness of internal controls. * Identify and address process gaps or control weaknesses; recommend and drive process improvements. * Stay current on changes in applicable laws, regulations, and industry best practices. * Support regulatory exams and internal audit processes through preparation and documentation. * Contribute to the development and updating of corporate compliance policies and training programs. * Deliver training and provide guidance on assigned regulations to various stakeholders. * Provide independent challenge and oversight of business unit compliance decisions and activities. * Lead or participate in projects aimed at reducing compliance risk and enhancing operational effectiveness. * Perform other duties or special projects as assigned. *Qualifications* *Education & Certification* * High school diploma or equivalent required. * Bachelor’s degree in Business, Finance, Accounting, or a related field preferred. * Certified Anti-Money Laundering Specialist (CAMS) or equivalent certification preferred. *Experience* * Minimum of 5 years in a compliance role within a bank, payment processor, fintech, regulatory agency, or consulting firm serving financial institutions. * In-depth knowledge of banking regulations, including but not limited to: * Regulations E, CC, DD * Regulation Z, X, B * E-Sign Act, BSA/AML, USA PATRIOT Act * Deposit insurance regulations (12 CFR 330, 360.9, 370) * Office of Foreign Assets Control (OFAC) requirements * Experience with regulatory compliance in payments, MSBs (Money Service Businesses), wallet services, gateways, and related financial products/services. *Skills & Competencies* * Strong understanding of banking operations and deposit/loan product environments. * Exceptional analytical, problem-solving, and research capabilities. * Ability to interpret and apply federal and state regulations to various business models. * Excellent communication skills, both written and verbal, with the ability to translate complex regulations into practical guidance. * Proven ability to manage multiple priorities and projects in a fast-paced environment. * Strong organizational skills and attention to detail. * Familiarity with fintech innovation, payment ecosystems, and emerging financial technologies is a plus. *Why Join Us?* If you're a seasoned compliance professional who thrives in a collaborative environment and is passionate about promoting regulatory excellence, we invite you to apply and become a key part of our compliance leadership team at PrimeSouth Bank. Job Type: Full-time Pay: $60,000.00 - $120,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Employee assistance program * Employee discount * Flexible spending account * Health insurance * Health savings account * Life insurance * Paid parental leave * Paid time off * Parental leave * Professional development assistance * Referral program * Tuition reimbursement * Vision insurance Experience: * compliance regulations: 3 years (Required) Work Location: Hybrid remote in Fernandina Beach, FL 32034
Posted 3 weeks
Financial Family Advocate I (Admitting)
Nemours Children's Health - Jacksonville, FL 32207
Nemours is seeking a Financial Family Advocate I (Full-Time), to join our team in Jacksonville, Florida. Utilizing high-level customer service, healthcare finance knowledge, and excellent communication skills, the Family Financial Advocate will facilitate, educate, and communicate to patients/families about the financial aspects of seeking treatment at Nemours. Serve as a resource to other PFS and clinical teams. Work involves conducting interviews, gathering, assembling, and reviewing sensitive information supplied by applicants, relevant to the initial and on-going Nemours Financial Assistance Policies and Medicaid Programs. The Family Financial Advocate will work directly with insurance carriers or with internal insurance verification personnel to determine benefit level, coordination of benefits, coinsurance and deductible amounts and communicate financial obligations to the guarantor. This role will be responsible for determining a suitable financial assistance program for each family identified as being in need, developing payment arrangements, collecting prepayments (pre-service deposits and out of pocket costs), providing cost estimates to patients and providers, and approving discounts in accordance with organizational and government policies. Will also screening patient families and assisting with the completion of applications for Charity Care and State Medicaid and CHIP funding sources. In addition to providing financial assistance and resources, the Family Financial Advocate will research and address a broad range of inquiries covering items such as insurance regulation and processing protocols, charge discrepancies, benefit interpretation and adjudication. This role is also responsible for supporting the Medicaid Enrollment processes. Protects the financial standing of Nemours by performing methodical and thorough financial assessments of our uninsured and/or underinsured patients assisting in applications for federal, state, and local programs. Conduct Pre-Service Financial Screening and Financial Clearance Interviews. Ensure compliance with hospital financial resolution policies, including conducting financial interviews with patients and families to assist with resolution of their account. Initiates and completes charity applications on accounts at risk. This includes Nemours Financial Assistance Programs and Uninsured discount Programs. Ensure productivity of various Workqueues to identify, verify, and assuring all accounts are ready for billing with adequate supporting documentation, within the established time frames. Serves as a support to patients and their family members to assure patients have access to all available funding options, this involves working with private as well as governmental agencies, i.e., private insurance, HMO/PPO's, Medicaid, Medicare, and Third-Party Liability payers. Convey courtesy, dignity, respect and a positive attitude through words and actions to establish harmonious relationships with all individuals. Demonstrate effective communication and respect by using active listening skills, positive body language and effective verbal, written and electronic forms of communication. Demonstrate care and concern and inclusion when interacting with and informing customers by consistently using A.I.D.E.T and protecting confidentiality and privacy. Aid in customer service resolution with concerns regarding financial services. Including but not limited to giving advice and counsel to patients and guarantors of their rights, responsibilities, and procedures about payment for care. Analyzes insurance benefits or determines self-pay arrangements to create estimates for patient responsibility in the determined timeframes. Educates patients/families of their insurance coverage, non-covered services, and any expected patient responsibility. Handles inbound and outbound calls including but not limited to pre and post service collections, customer service calls and account inquiries. Responsible for quality integrity related work revolving around Accounts Receivable & Self Pay Process. May support with scheduling functions, other projects, and duties as assigned by supervisor. Other duties as assigned. Job Requirements Associate Degree or equivalent of education, training, and experience required. Minimum three (3) years of hospital experience and working knowledge of patient accounting functions including pre-admissions and admission registration will be considered in lieu of an Associate Degree. Minimum one (1) year of experience required. Knowledge of Epic and EMR applications. Must possess excellent customer service and verbal/written communication skills and have knowledge of medical insurance systems, including Medicare, HMOs, PPOs, and commercial insurance. Familiarity with EMTALA regulations, billing procedures, and the collection process is also required Knowledge of medical terminology highly desired. Nemours Children's Health offers a comprehensive and competitive benefit package which includes: Competitive base compensation in the top quartile of the market Annual incentive compensation that values clinical activity, academic accomplishments and quality improvement Comprehensive benefits: health, life, dental, vision Mortgage assistance, relocation packages and 403B with employer match, 457 retirement savings plans Licensure, CME and dues allowance Not-for-profit status; eligibility for Public Service Loan Forgiveness For those living and working in Florida, enjoy the benefit of no state income tax. Those based in Delaware benefit from the state's moderate tax structure. #LI-MW1 About Us Nemours Children's Health is an internationally recognized children's health system. With more than 1.7 million patient encounters annually, we provide medical care in five states through two freestanding state-of-the-art children's hospitals - Nemours Children's Hospital, Delaware and Nemours Children's Hospital, Florida. Our pediatric network includes 80 primary-urgent-and specialty care practices and more than 40 hospitalists serving 19 affiliated hospitals. We generate annual revenues of more than $1.7 billion derived from patient services, contributions from the Alfred I. DuPont Trust, as well as other income. As one of the nation's premier pediatric health systems, we're on a journey to discover better ways of approaching children's health. Putting as much focus on prevention as cures and working hand in hand with the community to make every child's world a place to thrive. It's a journey that extends beyond our nationally recognized clinical treatment to an entire integrated spectrum of research, advocacy, education, and prevention, leading to the healthiest generations of children ever. Inclusion and belonging guide our growth and strategy. We are looking for individuals who are passionate about, and committed to, leading efforts to provide culturally relevant care, reducing health disparities, and helping build an inclusive and supportive environment. All of our associates are expected to ensure that these philosophies are embedded in their day-to-day work with colleagues, patients and families. To learn more about Nemours Children's and how we go well beyond medicine, visit us at www.nemours.org .