Job Results
Financial Services
Posted 12 hours
Relationship Specialist I
VyStar Credit Union - Jacksonville, FL 32246
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 12 hours
Relationship Specialist I
VyStar Credit Union - Jacksonville, FL 32246
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I’s responsibility is to provide an exceptional member experience and to grow new consumer and business memberships as well as deposit, loan and investment balances along with insurance and other protection products in alignment with the strategic plans of the credit union. This key relationship building position must be able to precisely describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. ESSENTIAL JOB FUNCTIONS: Ability to effectively have quality conversations with members and potential members, ask questions, listen carefully and make the appropriate product and service recommendations. Present products and services in a positive, professional and knowledgeable manner, so members can make informed and best decisions. Uses each member interaction to strengthen and enhance the member experience through continued quality conversations and relationship building. Performs and documents transactions in accordance with applicable federal, state and local statutes and regulations. Abides by VyStar policies and procedures. Provides regulatory disclosures and information on new and other specific types of accounts, products, services and referrals Opens various types of accounts, including but not limited to: checking and savings (personal and business), money market, certificates of deposit, trust and IRA accounts. Verifies personal identification to prevent fraudulent activity. Responsible for handling personal and business account transactions, including but not limited to deposits, transfers, withdrawals, credit card cash advances, etc. Processes various types of loan applications, including but not limited to Auto VIPs, credit cards and lines of credit. Ability to effectively offer more complex loan products. Has a basic understanding of credit reports and ability to have quality lending conversations with members. Provides additional services to members including but not limited to: notary service, wire transfers, savings bond redemptions, safe deposit box services, gift cards, fraud and forgery claims, credit and debit card disputes, etc. Ensures the success of other key departments through referrals, including but not limited to Mortgage, Business Services, Insurance, and Investment Services. Exercises great judgment and discretion within well-defined limits and works with relative independence to accomplish tasks. Performs routine account maintenance and changes to names, addresses, telephone numbers, and issuing or reordering debit, credit or replacement ATM cards. Performs other duties as assigned in assisting the branch with daily business such as: balancing of the ATMs, branch opening and/or closing, locating teller outages, etc. Resolves member problems independently and escalates more complex concerns. Responsible for check proofing, validating checks received each day, and remain compliant with all VyStar procedures for check holds. Works cooperatively in a team environment and ability to balance between individual and team responsibilities and key business priorities. Performs other duties as assigned. JOB KNOWLEDGE, SKILLS & ABILITIES 1+ years’ experience in a sales and/or customer service position, asking questions, offering recommendations and making referrals is required, preferably with a financial institution. Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. EDUCATION Associates degree is preferred. Comparable experience in a sales and/or customer service position may be substituted for an associate degree. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those an employee may encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 12 hours
Branch Vice President
VyStar Credit Union - Jacksonville, FL 32204
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. JOB SUMMARY The Branch Vice President responsibilities are to coach, develop and lead all branch employees to obtain individual, branch and organizational growth goals while delivering unbelievable member service experiences and maintaining operational excellence. This key position is accountable to create, implement, and maintain branch strategies aligned with VyStar’s objectives in a fast-paced environment. They also develop and implement tactical plans and establish objectives for the branch which are documented in the annual business plan. The Branch Vice President must maintain a high level of participation within VyStar Leadership Team and promote, reinforce, and support decisions of the credit union and management. The leader must also establish strong member and partner relationships and engage in community volunteer and leadership opportunities. The overall results and success of the branch team are the direct responsibility of the Branch Vice President. ESSENTIAL JOB FUNCTIONS: Ensure day-to-day branch operations, choreography, and implementation result in unbelievable service experiences for members and achieve or exceed organizational strategic goals and profitability requirements. Train, encourage, enable, and coach employees to embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments to successfully establish, maintain, and grow strong member relationships. Model all VyStar Excellence behaviors while performing job duties. Develop staff for succession planning within the branch network and other lines of business. Work closely with Human Resources and Training to ensure the recruiting and training curriculum are appropriate, timely, and a positive experience for VyStar employees. Partner with internal departments that are dependent upon referrals for success. Establish and validate performance objectives for the branches consistent with VyStar Excellence and branch scorecards. Reinforce appropriate employee activities and behaviors to achieve personal, branch, and organizational objectives creating consistent expectations and course-correcting when necessary. Support the ABM in providing ongoing coaching for direct reports including side-by-side evaluations, Member Assist Call assessments, monthly performance reviews, and career progression discussions. Provide ongoing coaching for ABM including coach-the-coach evaluations, monthly performance reviews, and career progression discussions. Conduct daily team huddles and weekly sales meetings which include training on products and services and skill practice to increase knowledge and comfort level with making recommendations to members. Prepare or assist with the preparation and administering of performance appraisals for all levels of Branch Management and indirect reports. Support and participate in all Credit Union initiatives and campaigns. Analyze data to determine and implement staffing changes and modifications as needed. Ensure compliance with regulations, policies, and procedures and perform audits. Adhere to solid risk management guidelines in a highly regulated environment. At applicable locations, collaborate with Branch Operations Analysts to ensure compliance. Exhibit a high degree of integrity, trustworthiness, and professionalism at all times. Work from home during branch closures, such as during disaster recovery events. Actively lead by example through community service supporting the VyStar brand. Create and maintain an inclusive and professional environment where all team members are respected, and diversity is valued. As applicable, support a high school branch and Collegiate employees, including mentoring, training, and development of the student interns, and ensuring sound branch operations and compliance with rules and regulations. Resolve member concerns independently and escalate more complex concerns as appropriate. Provide counseling to members and employees on all financial matters and make appropriate recommendations. Performs other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. EDUCATION High School Diploma/GED is required. Either an Associate's/Bachelor’s degree preferred. EXPERIENCE 4 + years in a customer service, sales, community service, military service, or leadership role is required. 3 + years’ experience in lead role within financial institution is required. KNOWLEDGE, SKILLS & ABILITIES A congenial attitude, excellent written and verbal communication skills, problem solving skills and the ability to relate well with others are required. Must possess strong teaching and mentoring skills and a commitment to quality service. Must be able to work in a fast paced, changing environment and have a strong desire to assist members in meeting their financial needs. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 50 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 12 hours
Member Solutions Manager
VyStar Credit Union - Jacksonville, FL 32202
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Member Solutions Manager Accountability Statement The incumbent will be accountable for the overall leadership, performance, and compliance of the credit unions collections operations, overseeing a team of supervisors and a dedicated commercial collections team. This position is responsible for developing and executing strategic plans to minimize delinquency and loan losses across consumer loans, credit cards, commercial and negative share portfolios. The incumbent ensures that all collections’ efforts align with regulatory requirements internal policies, and the credit union’s mission statement. A key responsibility of this role is to manage through supervisors by providing clear direction, setting measurable goals, and holding team leaders accountable for their individual team performance. The Member Solutions Manager actively monitors KPI’s, delinquency trends, charge-offs, and recovery rates, using this data to guide decisions, reallocate resources, and recommend operational changes. In addition to overseeing daily operations, the incumbent plays a critical role in managing complex or escalated commercial accounts, guiding the commercial team in resolving high-risk exposures. The incumbent ensures consistent application of policies, effective use of technology, and adherence to best practices across all teams. This includes process improvement initiatives, and quality assurance training to drive efficiency and service excellence. The incumbent will work closely with the AVP and VP to align collection strategies with overall business objectives, and report performance outcomes. The incumbent is accountable for fostering a culture of accountability, integrity, and performance. This position is responsible for protecting the credit unions financial assets while preserving member relationships and enhancing long-term financial wellness while meeting or exceeding goals set through AOP (Annual Operating Plan). The Member Solutions Manager has knowledge of collections policies and procedures in conjunction with state/federal laws and regulations pertaining to Consumer and Commercial product lines, therefore the incumbent will need a vast knowledge of the following regulations and agencies, Consumer Financial Protection Bureau (CFPB), Equal Credit Opportunity Act (ECOA), Truth in Lending Act, Telephone Consumer Protection Act (TCPA), Servicemembers Civil Relief Act (SCRA), Fair Credit Reporting Act (FCRA), Fair Debt Collections Practice Act (FDCPA), Unfair Deceptive Abusive Acts and Practices (UDAAP) and State/Federal Bankruptcy Laws. Essential Job Functions The incumbent will be responsible to lead, train and supervise the Member Solutions Supervisors, ensuring goals and performance standards are met. Ensure compliance with applicable regulations including but not limited to CFPB, FCRA, FCCPA, FDCPA, BSA, TCPA, and other collection/loss mitigation/recovery related regulations and requirements. Monitor Collection activities of all delinquent accounts including consumer loans, commercial loans, and credit cards to ensure compliance with all state and federal laws, regulations and Credit Union policies. Develop and implement long-term strategic plans to reduce delinquency and losses, write-offs, charge offs and loan losses across all loan types. Works in conjunction with the Risk Compliance & Decision Support Analyst, AVP, Member Solutions and VP, Member Solutions & Loss Mitigation as a part of the Semi-Annual Metrics Review based on desired AOP projections. Align department goals with the credit unions overall financial and risk objectivesobjectives. Monitor reporting and trends in delinquencies to take timely and appropriate action. Conduct regular performance reviews and 1:1’s with all direct reports, identifying all development opportunities. Ensure a consistent member-focused collections philosophy is practiced across all teams. Monitor and address risks or inconsistencies in how collections processes are applied by different teamsdifferent teams apply collections processes. Lead regular department meetings and strategy sessions to align teams and resolve operational issues. Use data insights to reallocate resources, adjust strategies, or coach as needed. Handle escalated or sensitive member issues that require executive-level intervention. Oversee the development and implementation of onboarding and continuing education programs for the department. Provide coaching tools and resources to enhance the department’s performance. Evaluate and recommend enhancements to technology, tools and workflows. Make staffing recommendations based on volume trends and performance data. Foster a culture of innovation, accountability and continuous improvement within the department. Maintains current information regarding credit union policies, procedures, service products, or loans and deposits related regulations as well as system updates to perform duties properly. This may include taking courses in VyStar Learning Center or attending training classes that are provided by the other departments. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB KNOWLEDGE, SKILLS & ABILITIES A minimum of five years of debt collections environment of which 2 years of leadership experience is required. Excellent presentation, facilitation, and communication skills. Proficiency in Microsoft Office Suite. Strong organized skills and attention to detail. Strong knowledge of all laws and regulations associated with consumer rights and collections. The successful candidate for this job should have the ability to interact effectively with members, employees, and management, to ensure smooth workflow and provide efficient and consistent results. . Ability to analyze training needs and implement effective solutions. Knowledge of Credit Union operations, collections, and regulatory compliance. EDUCATION REQUIRED A Bachelor’s degree is required or may substitute 4 years’ experience in lending, collections, mortgage, call center or customer service environment within a financial institution. Continuing education via local conferences, workshops, and webinars is required for updates and/or changes in the handling of the Consumer, Mortgage & Commercial loans governing federal and state regulations. Incumbent must maintain knowledge on all current requirements, industry changes and routinely share that knowledge with all staff members. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. . The position description is intended to be an accurate account of the essential functions. . The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. . Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 12 hours
Assistant Branch Manager
VyStar Credit Union - Orange Park, FL 32003
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. JOB SUMMARY The Assistant Branch Manager responsibilities are to coach, develop and lead branch employees to obtain individual, branch and organizational growth goals while delivering unbelievable member service experiences and maintaining operational excellence. This key position is accountable to work with the Branch Vice President to create, implement, and maintain branch strategies aligned with VyStar’s objectives in a fast-paced environment. They also develop and implement tactical plans and establish objectives for the branch which are documented in the annual business plan. The Assistant Branch Manager must maintain a high level of participation within the VyStar leadership team and promote, reinforce, and support decisions of the credit union and management. The leader must also establish strong member and partner relationships and engage in community volunteer and leadership opportunities. ESSENTIAL JOB FUNCTIONS: Partner with the Branch Vice President (BVP) to ensure day-to-day branch operations, choreography, and implementation result in unbelievable service experiences for members and achieve or exceed organizational strategic goals and profitability requirements. Train, encourage, enable, and coach employees to embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments to successfully establish, maintain, and grow strong member relationships. Model all VyStar Excellence behaviors while performing job duties. Develop staff for succession planning within the branch network and other lines of business. Work closely with Human Resources and Training to ensure the recruiting and training curriculum are appropriate, timely, and a positive experience for VyStar employees. Assist the BVP by partnering with internal departments dependent upon referrals for success. Establish and validate performance objectives for the branch consistent with VyStar Excellence and branch scorecards. Provide ongoing coaching for direct reports including side-by-side evaluations, Member Assist Call assessments, monthly performance reviews, and career progression discussions. In partnership with the BVP, conduct daily team huddles and weekly sales meetings which include training on products and services and skill practice to increase knowledge and comfort level with making recommendations to members. Prepare and administer performance appraisals for direct reports. In partnership with the BVP, analyze data to determine and implement staffing changes and modifications as needed. Support and participate in all Credit Union initiatives and campaigns. Ensure compliance with regulations, policies, and procedures and perform audits. Adhere to solid risk management guidelines in a highly regulated environment. At applicable locations, collaborate with Branch Operations Analysts to ensure compliance. Exhibit a high degree of integrity, trustworthiness, and professionalism at all times. Work from home during branch closures, such as during disaster recovery events. Actively lead by example through community service supporting the VyStar brand. Create and maintain an inclusive and professional environment where all team members are respected, and diversity is valued. As applicable, support a high school branch and Collegiate employees, including mentoring, training, and development of the student interns, and ensuring sound branch operations and compliance with rules and regulations. Resolve member concerns independently and escalate more complex concerns as appropriate. Provide counseling to members and employees on all financial matters and make appropriate recommendations. Performs other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High school Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE 3 + years in a customer service, sales, community service, military service, or leadership role is required. 2 years’ experience in a lead role within a financial institution is preferred. KNOWLEDGE, SKILLS & ABILITIES A congenial attitude, excellent written and verbal communication skills, problem solving skills and the ability to relate well with others are required. Must possess strong teaching and mentoring skills and a commitment to quality service. Must be able to work in a fast paced, changing environment and have a strong desire to assist members in meeting their financial needs. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 50 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 12 hours
Relationship Specialist I
VyStar Credit Union - Orange Park, FL 32003
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 12 hours
Relationship Specialist I
VyStar Credit Union - Green Cove Springs, FL 32043
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 12 hours
IT Auditor II
VyStar Credit Union - Jacksonville, FL 32202
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT This position provides professional and innovative audit services to the Board of Director’s Audit Committee, Board of Directors, and Senior Management of the credit union and its subsidiaries that assist in achieving VyStar’s strategic goals. 1. Perform independent, objective assurance and consulting activities designed to add value and improve the organization’s operations. 2. Assist in accomplishing the organization’s objectives by bringing a systematic, disciplined approach to evaluate and improve risk management, control, and governance processes. Maintain the highest professional competency and integrity standards in conformance with the Institute of Internal Auditors’ International Professional Practices Framework, which includes the Code of Ethics and Standards for Professional Practice of Internal Auditing (Standards) and ISACA IT Audit and Assurance Standards. ESSENTIAL JOB FUNCTIONS: Continuously maintain independence and objectivity. Responsible for understanding and applying the Institute of Internal Auditors’ International Professional Practices Framework, which includes the Code of Ethics and Standards for Professional Practice of Internal Auditing (Standards) as well as ISACA IT Audit and Assurance Standards. Proactively prepare for the audit assignments by performing research and due diligence of the area in scope and developing client interview questions with no supervision from the Auditor-in-Charge. Able to perform the following functions with limited guidance from the Auditor-in-Charge or Audit Management: Identify and assess the variety of risk present in information technology general controls, business application systems, and related information technology supporting processes. Evaluate the potential for fraudulent activity. Identify and evaluate key controls designed to mitigate risks. Analyze information collected and draw conclusions based on professional judgment. Perform information technology audit assignments including information system general controls, configuration management, system development, change management, identity access management, cloud security and access permission testing with limited oversight by the AIC or IT Audit Management. Ability to interview and interact with clients without oversight from the Auditor-in-Charge. Document work papers and communicate clear and concise audit findings verbally and in written form in accordance with the Standards. Develop sufficient knowledge on information technology and information security best practices, as well as applicable policies/procedures, laws, and regulations in order to provide guidance to the team when in the Auditor-in-Charge role. Perform Auditor-in-Charge role for low-risk information technology audits which include: Managing all audit phases (e.g., planning the scope of the review, execution of fieldwork, reviewing work papers and auditor’s judgment, draft report writing, conduct draft report meetings, prepare post-audit evaluations, etc.) Ensure the quality of work adheres to the Institute of Internal Auditors’ International Standards for Professional Practices of Internal Auditing (Standards). Establish open communication channels with assigned clients and participate in quarterly meetings, promoting risk management practices and developing specialized knowledge. Perform other duties and responsibilities as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job: Focus - Focus your full attention by carefully listening to and observing client or member. Connect - Consistently be friendly and approachable. Demonstrate your care. Understand - Listen empathetically and ask questions (70%/30% rule). Counsel - Recommend solutions based on your member’s needs and objectives. Advance - Ensure that member’s expectations were exceeded. Verify necessary follow-up actions. EDUCATION & EXPERIENCE Bachelor’s degree in MIS, Accounting, Finance, or related business field is preferred, however, 4 years of IT experience may be substituted. Previous IT audit experience not required. Previous financial institution experience preferred. Pursuit of a professional certification (e.g., CISA, etc.) once experience requirements are met is highly encouraged. JOB KNOWLEDGE, SKILLS & ABILITIES Competent working knowledge of various Microsoft Office software applications is necessary. Ability to navigate various systems to collect appropriate system evidence to perform testing. Behavioral characteristics include being resourceful and having intellectual curiosity. Demonstrates excellent problem-solving skills and ability to grasp concepts quickly, analyze data and draw sound conclusions based on one’s judgment is essential. Self-motivated and takes the initiative. Effectively prioritize assignments to meet deadlines and achieving maximum productivity through planning and organization skills. Excellent written and verbal communication skills, including effectively interacting with various levels of staff, management, and Board of Director’s Audit Committee members, to communicate audit findings. Ability to maintain professional composure, fairness, and sensitivity to others and promote a team environment. Demonstrates the Applied Knowledge competency level under the Performance section of the IIA Internal Audit Competency Framework. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to account for the essential functions accurately. The functions are not all-encompassing and are subject to change at any time by management. The work environment characteristics described representing those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 12 hours
Target- Bilingual Advanced Client Solutions Specialist- Jacksonville, FL
Bank of America - Jacksonville, FL 32256
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs. Responsibilities: Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs Responds to customer inquiries and concerns, creating customized solutions Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans Identifies client needs for licensed sales functions, making referrals to Line of Business partners Quotes rates, terms, and programs for banking solutions Manages risk in every business, product, and service transaction leveraging available tools Required Qualifications: Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections Comfortable receiving ongoing performance feedback and coaching Comfortable with ongoing change and learning new technology/processes Minimum of an intermediate level of proficiency with computers Self-motivated with excellent organizational skills Strong decision-making and problem-solving skills Bilingual Spanish Required Desired Qualifications: Experience in the banking/financial industry Experience working in a call center Experience in telephone sales Skills: Attention to Detail Client Solutions Advisory Customer and Client Focus Interpret Relevant Laws, Rules, and Regulations Adaptability Client Experience Branding Customer Service Management Issue Management Problem Solving Active Listening Business Development Consulting Referral Identification Research Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Training/Start Date: Monday October 5, 2026 Training Schedule: Monday- Friday 9:00am- 5:30pm Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 12 hours
Business Control Specialist
Bank of America - Jacksonville, FL
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include providing analytical and administrative support for LOB or ECF specific processes and tools to drive adherence to enterprise-wide standards. Job expectations include supporting the implementation of quality assurance and quality control processes within the LOB or ECF by gathering and organizing data to help identify, track, and report issues and control improvements for remediation. Responsibilities: Assesses the design and effectiveness of the risk and control environment to support Client Operational Services and ensure adherence to enterprise-wide standards Provides administrative support for the monitoring and testing of controls by gathering and organizing data to identify issues and control improvements for remediation Complies with controls and Quality Assurance (QA) practices to support business continuity efforts Conducts and coordinates quality inspection reviews to enhance employee performance and control effectiveness Performs QA activities including executing on controls, managing cases, and reporting results Supports initiatives by identifying potential procedural updates, test script updates, and data discrepancies to enhance QA program success Supports operational research required for regulatory exams, internal audits, and other monitoring and inspection reviews and captures data and information relevant to inspection metrics to support governance activities for dashboard reporting LOB Description: The analyst is responsible for performing Quality Assurance reviews on Commercial Loan in Middle Market, Business Banking, Special Assets Group, Small Business and Practice Solutions for fulfilment and/or servicing teams. Responsibilities include: Ability to accurately interpret loan agreements and validate accurate set up in System of Record (Client set up / Facility/loan set up) Verify terms and conditions within the loan agreement, renewal or amendment are displayed correctly on the commercial loan platform Verify accrual schedules are set up correctly for the life of the loan Successful Candidates: Proficient in identifying data entry from a variety of sources, paper-based and/or electronic, into the loan system of record. Should have experience in account setup and loan servicing. Commercial/wholesale lending preferred. Have a general knowledge of loan structure, loan agreements and credit regulations. Have a general knowledge of loan accounting/reconciliation of general ledger debits and credits, including research and clearing exceptions on processed transactions Identify and escalate quality assurance findings promptly, following appropriate communication channels Communication - clear and concise communication of quality assurance findings. Drive execution - ownership and prompt follow up on defect remediation; debate of disputes in a professional manner and in accordance with process and procedures. Drive Change - support project work across multiple teams/sites. Influence change by identifying process gaps and recommending appropriate solutions – in compliance with current laws and regulation. Technology – commitment to technology initiatives and improvements. Proficient computer skills utilizing mainframe and PC software packages; Working knowledge of Microsoft Excel, Word, Power-Point with dual screens. Capability to work with multiple systems in order to validate accuracy Collaborates – works effectively with others by establishing and maintaining positive working relationships Act in accordance with the letter and spirit of all applicable laws, rules and regulations, the company’s code of conduct, risk framework, risk appetite statement and other relevant policies, standards, procedures and guidance. Is proactive in identifying, managing and controlling risks within the fulfillment space. Required Qualifications: Intermediate accounting skills Minimum of 1 to 2 years of experience in the field of loan or account administrator/processor or equivalent (Commercial /wholesale lending preferred. Effective communication skills (listening, verbal and written) Working knowledge of Microsoft Excel, Word, Power-Point with dual screens. Desired Qualifications: College degree preferred Skills: Controls Management Issue Management Monitoring, Surveillance, and Testing Quality Assurance Risk Management Analytical Thinking Attention to Detail Critical Thinking Problem Solving Written Communications Decision Making Innovative Thinking Prioritization Recording/Organizing Information Research Shift: 1st shift (United States of America) Hours Per Week: 40