Job Results
Financial Services
Posted 4 weeks
Senior Private Banker
Avior Executive Search - Jacksonville, FL
Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Jacksonville Florida Market market. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI’s and or an established book of clients within the Jacksonville Florida market and be able to self source. Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Work collaboratively and proactively with branches and regional teams to identify and generate referrals. Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends. Actively participate in community and business functions/groups. Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD. Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products COMPENSATION WILL BE DISCUSEED ON AN INDIVIDUAL BASIS
Posted 4 weeks
E&S Business Development Underwriter
Berkley - Jacksonville, FL 32246
Company Details: Berkley Aspire is passionate about making excess and surplus lines business easy to transact. We differentiate ourselves by continually innovating to bring market-leading technology and services to our agents and their clients. From direct bill with installments, to not requiring renewal applications for 80% of our small business policies, we focus on making it easy, expeditious, and efficient for agents and consumers. Berkley Aspire writes from small, minimum premium, policies to accounts over six figures. We offer General Liability, Property, Inland Marine and Excess policies through Berkley appointed agencies in 49 states. Benefit Highlights • Aspire offers Medical, Dental and Vision coverage. Our onsite Scottsdale, AZ Wellness Center and companywide Employee Assistance Program are free to employees and are here to support your overall well-being. Our flexible work schedule with a work-from-home day means you can balance work and life like a pro. • Our Health Savings Accounts have automatic company contributions if you sign up, and we offer Flexible Spending Accounts, STD, LTD, life insurance policies, and more. Plus, we offer a 401(k) program, profit-sharing program, and stock purchase plan – investing in your future has never been so rewarding. • We've got you covered with competitive paid time off, paid sick time, and 12 weeks of paid parental leave. Plus, you get paid holidays, a floating holiday, and paid volunteer time – because giving back to the community is important to us at Aspire! • Come grow with us! Level up with company sponsored conferences, tuition assistance, and industry-related education and exams. We have many internal promotional growth opportunities – because we believe in growing together. • We believe in working hard and playing hard. We embrace team building and are enthusiastic about sponsoring fun activities inside and outside of the office. Our Plum Benefits program gives you cost-free access to thousands of exclusive travel and entertainment discounts – it's like a VIP pass to fun. www.berkleyaspire.com Responsibilities: We’re seeking a Territory Underwriter – Florida This role drives profitable growth across the state of Florida, by underwriting new business, managing agency relationships, and identifying new opportunities. Key Responsibilities: Agency Engagement: Build and strengthen agency relationships through education, outreach, and strategic collaboration. Underwriting Excellence: Evaluate risks, set terms, and price policies within authority to meet profitability goals. Performance Goals: Achieve targets for new business, rate changes, and underwriting quality. Service Standards: Deliver timely quotes, endorsements, audits, and policy issuance with precision and consistency. Risk Management: Review inspections, audits, and endorsements to ensure accurate coverage and premium adequacy. Mentorship: Support and coach junior underwriters to build team capability. Reinsurance Coordination: Assess facultative reinsurance needs and manage cession processes. Qualifications: Proven success in commercial P&C underwriting with 5+ years of experience; E&S and surplus lines expertise strongly preferred. Skilled in working with independent agents and managing agency relationships. Strong analytical, communication, and relationship-building skills. Proficient in Windows-based tools (Word, Excel, Email); experienced in paperless environments and online underwriting platforms (e.g., SAGE, Silver Plume, Reference Connect). This role requires regular travel within the assigned territory—up to 50%—to support business needs, client engagement, and operational effectiveness. Candidates must demonstrate flexibility and readiness to travel approximately 1-2 weeks per month. Travel requirements support making approximately 120 in-person agency visits annually, averaging around 10 visits per month. Additional Company Details: The Company is an equal employment opportunity employer We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details: Sponsorship not Offered for this Role
Posted 4 weeks
Leveraged Finance Risk Specialist – Associate
Deutsche Bank - Jacksonville, FL 32256
Leveraged Finance Risk Specialist - Associate Job ID: R0385823 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-05-02 Location: Jacksonville Position Overview J ob Title Leveraged Finance Risk Specialist Corporate Title Associate Location Jacksonville, Florida Overview The Risk Specialist works closely with the Investment Banking and Infrastructure business units to effectively monitor and manage credit risk for the leveraged lending loan portfolio. As an Associate, you play an integral role in contributing to the success of Deutsche Bank’s leveraged lending franchise and provide guidance to junior credit officers. You will partner with coverage banking and other risk teams to monitor the financial performance of a diverse portfolio of leveraged counterparties which is especially important in volatile and uncertain market conditions. As a professional with experience, you will see a wide variety of lending products across various industries to provide solutions to Deutsche Bank clients. This offers a continuous learning and development opportunity with guidance and mentoring . What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift, and volunteer programs What You’ll Do Monitor a portfolio of assigned counterparties as well as relevant financial/market developments in cooperation with front office colleagues Regularly analyze credit standing of Bank’s counterparties to ensure safety and soundness of the Bank’s lending activities including elevation for Watchlist and review for impairment analysis as applicable Determine and maintain credit ratings and other risk metrics of the assigned portfolio including regulatory classification ratings Provide training and guidance to junior credit officers particularly with respect to credit analysis as well as policy and regulatory adherence Manage credit requests and excess referrals related to transactional intraday and collection risk exposures based on profound product expertise and in compliance with regulatory requirements i.e., DBTCA Legal Lending Limits and Consolidated US Operations Analysis of the credit risk inherent mainly to US and to a lesser extent to EU credit excess requests from the cash management area related to Daylight Overdraft, Intraday Cash Pool, Paying Agency Advance, ACH, FX4Cash and BACS limits Skills You’ll Need A degree in accounting, finance or economics from accredited college or credit analysis experience (non-investment grade credit lending / LDCM, CRE or Corporate Workout experience a plus) Strong financial statement and credit risk analysis skills (leveraged loan and high yield structures a plus), financial modeling/forecasting, commercial banking products and understanding of derivative structures Prior experience in Risk Management of leveraged or corporate clients Knowledge of corporate banking products such as Daylight Overdraft, Intraday Cash Pool, Paying Agency Advance, ACH, FX4 Cash and BACS limits is a plus Skills That Will Help You Excel Great written and oral communication skills Superior attention to detail with a proactive, solution orientated mindset The ability to work with a variety of teams and professionals under tight deadlines to deliver results A self-starter with an inquisitive nature that is results driven Ability to multi-task and manage competing priorities Expectations It is the Bank’s expectation that employees hired into this role will work in the Jacksonville, Florida office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $60,000 to $86,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email [email protected] . #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights" ; "Employee Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee Polygraph Protection Act" .
Posted 4 weeks
Leveraged Finance Risk Senior Specialist – Assistant Vice President
Deutsche Bank - Jacksonville, FL 32256
Leveraged Finance Risk Senior Specialist - Assistant Vice President Job ID: R0378112 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-08-06 Location: Jacksonville Position Overview J ob Title Leveraged Finance Risk Senior Specialist Corporate Title Assistant Vice President Location Jacksonville, Florida Overview The Risk Senior Specialist works closely with the Investment Banking and Infrastructure Business units to effectively monitor and manage credit risk for the leveraged lending loan portfolio. As an AVP, you play an integral role in contributing to the success of Deutsche Bank’s leveraged lending franchise and provide guidance to junior credit officers. You will partner with coverage banking and other risk teams to monitor the financial performance of a diverse portfolio of leveraged counterparties which is especially important in volatile and uncertain market conditions. As an experienced professional you will see a wide variety of lending products across various industries to provide solutions to Deutsche Bank clients. This offers a continuous learning and development opportunity with guidance and mentoring. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You’ll Do Monitor a portfolio of assigned counterparties as well as relevant financial/market developments in cooperation with front office colleagues Regularly analyze credit standing of Bank’s counterparties to ensure safety and soundness of the Bank’s lending activities including elevation for Watchlist and review for impairment analysis as applicable Determine and maintain credit ratings and other risk metrics of the assigned portfolio including regulatory classification ratings Provide training and guidance to junior credit officers particularly with respect to credit analysis as well as policy and regulatory adherence Manage credit requests and excess referrals related to transactional intraday and collection risk exposures (ICR) based on profound product expertise and in compliance with regulatory requirements i.e., DBTCA Legal Lending Limits and CUSO (Consolidated US Operations) Analysis of the credit risk inherent mainly to US and to a lesser extent to EU credit excess requests from the cash management area related to Daylight Overdraft, Intraday Cash Pool, Paying Agency Advance, ACH, FX4Cash and BACS limits Skills You’ll Need A degree in accounting, finance or economics from accredited college or credit analysis experience (non-investment grade credit lending / LDCM, CRE or Corporate Workout experience a plus) Strong financial statement and credit risk analysis skills (leveraged loan and high yield structures a plus) Financial modeling/forecasting, commercial banking products and understanding of derivative structures Prior experience in Risk Management of leveraged or corporate clients Knowledge of corporate banking products such as Daylight Overdraft, Intraday Cash Pool, Paying Agency Advance, ACH, FX4 Cash and BACS limits is a plus Skills That Will Help You Excel Great written and oral communication skills Superior attention to detail with a proactive, solution orientated mindset The ability to work with a variety of teams and professionals under tight deadlines to deliver results A self-starter with an inquisitive nature that is results driven A strong leadership mentality with the ability to provide exemplary guidance to junior team members Expectations It is the Bank’s expectation that employees hired into this role will work in the Jacksonville, Florida office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville is $78,000 to $111,800. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email [email protected] . #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights" ; "Employee Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee Polygraph Protection Act" .
Posted 4 weeks
Financial Consultant, Truist Investment Services, Daytona Beach, FL
Truist - Jacksonville, FL 32258
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate. 3. Assist clients with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and delivery of client presentations and engagements. 6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals. 7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. 4 years professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported. 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills. 6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Preferred Qualifications: 1. Willingness to pursue additional credentials in the wealth and investment fields. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Posted 4 weeks
Consumer Investments – Investment Specialist Trainee (Obtain SIE Series 7 66)
Bank of America - Jacksonville, FL 32246
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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. This includes our commitment to being an inclusive workplace. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products. This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self- directed accounts, chat functionality and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities): • Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams • Receives training through the licensing/study program, ultimately earning SIE, S7 and S66 certifications • Focuses daily on service to sales with existing Merrill clients • Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals You’re the kind of person that (required skills): • Is client-focused with a passion for excellence and a positive team attitude. • Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance –based environment. • Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. • Is an effective communicator with an aptitude for sales and relationship management • Has strong computer skills • Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66. • Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication. • Is ambitious, disciplined, hardworking, resilient and willing to learn. You’ll be even more prepared if you have (desired skills): • A bachelor’s degree, or 1-2 years of experience in a performance-based environment. • The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses. • Leadership capabilities. Skills Used in this Role: • Establishing Trust • Customer Service • Overcoming Objections • Consulting • Risk Management • Organization • Critical Thinking • Conflict Resolution • Building Rapport • Active Listening • Customer Focus • Analytical Thinking Additional Skills: •Attention to Detail •Critical Thinking •Customer and Client Focus •Oral Communications •Prioritization •Active Listening •Decision Making •Emotional Intelligence •Result Orientation •Written Communications •Account Management •Adaptability •Client Experience Branding •Coaching •Referral Identification Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 4 weeks
Real-Time Trader, East
The Energy Authority - Jacksonville, FL 32207
About The Energy Authority The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonville, Florida, and Bellevue (Seattle), Washington. TEA provides public power utilities with access to advanced resources and technology systems so they can respond competitively in the changing energy markets. Through partnership with TEA, utilities benefit from an experienced organization that is singularly focused on deriving the maximum value of their assets from the market. Join Our Team as a Real-Time Trader in Jacksonville! Are you ready to dive into the fast-paced world of energy trading on a national scale? As a Real-Time Trader based in Jacksonville, you’ll actively negotiate hourly energy transactions across both the Eastern and Western U.S. markets. You’ll manage a diverse portfolio of power generation assets—including renewable wind energy—on behalf of public power utilities that serve their communities. In this role, you’ll collaborate with term traders, portfolio managers, RTO specialists, and analysts to execute high-impact trading strategies that maximize value and minimize risk for our clients. You’ll thrive in a dynamic, 24/7 market environment, where quick thinking, commercial instincts, and financial acumen are key. At TEA, our open trade floor fosters fast communication and collaboration, making it easy to stay ahead of market movements and uncover new opportunities. While the schedule includes rotating 12-hour shifts, it also offers extended time off to recharge and maintain balance. What You’ll Do: Work rotating 12-hour shifts to ensure 24/7/365 trading coverage, including emergency support as needed Analyze and forecast client system needs for energy purchases and sales Optimize power generation and transmission assets to drive profitability and reliability Execute and confirm energy and reserve transactions, ensuring accuracy in all deal capture systems Collaborate with term traders and RTO specialists to develop and deploy trading strategies Monitor real-time system loads, forecasts, and resource availability Stay current on client resource mixes, market rules, tagging practices, and RTO protocols Pursue TEA-backed trading income opportunities and evaluate bilateral market conditions Ensure all trades comply with company and client-specific risk policies Train and support new traders and support specialists in TEA processes and market dynamics Why You’ll Love Working Here: Flexibility and Balance: The rotating shift schedule includes built-in stretches of time off, giving you space to travel, rest, and pursue your personal passions Team Culture: Work in a collaborative, fast-paced trade floor environment where quick thinking and teamwork drive results Meaningful Impact: Play a key role in serving not-for-profit, community-owned utilities that power homes, schools, and hospitals Learning & Growth: Develop deep expertise in real-time trading, transmission optimization, and risk management—and expand your skills by mentoring others Qualifications: Bachelor’s degree from a four-year accredited college or university required Preferred majors include technical or business-related disciplines Prior experience in the energy industry and familiarity with trade capture systems is a plus Benefits: Paid time off starting at 17 days per year, plus ten paid holidays 401(a) employer contribution and 457(b) deferred compensation retirement savings plans Medical, dental, vision, life, AD&D, and disability insurance Health savings and flexible spending accounts Collaborative culture with strong visibility to senior leadership Ready to make an impact in the energy market while enjoying a balanced, rewarding lifestyle? Apply now and power up your career with The Energy Authority! TEA Values TEA employees share a common sense of purpose. When TEA accomplishes its mission, the result is improved quality of life for the citizens and businesses of the communities our clients serve. TEA employees exceed the expectations of those they serve, deliver services with the highest standards of fair, honest, and ethical behavior, set the standard for service and expertise in our industry, embody a spirit of collaboration, and embrace TEA’s founding entrepreneurial spirit by seizing opportunities to deliver value. If you are self-motivated, driven to deliver excellence, and passionate about your career, TEA is the perfect place for you. It’s YOUR Future. It’s OUR Future.
Posted 4 weeks
Anti-Financial Crime: Know Your Client, Quality Control – Assistant Vice President
Deutsche Bank - Jacksonville, FL 32256
Anti-Financial Crime: Know Your Client, Quality Control - Assistant Vice President Job ID: R0381130 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-08-18 Location: Jacksonville Position Overview Job Title Anti-Financial Crime: Know Your Client, Quality Control Corporate Title Assistant Vice President Location Jacksonville, FL Overview As a part of the Americas Anti-Financial Crime (AFC) Know Your Client (KYC) team, the KYC Quality Control (QC) Senior Analyst will be responsible for conducting reviews of Financial Crime Risk Assessments for any exceptions identified and verifying that related Deutsche Bank policies and procedures are met. The QC Senior Analyst is also responsible for validating the results of QC reviews and promptly escalating any concerns and feedback to the Business Line Anti Financial Crime (BLAFC) Heads for further review. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You’ll Do Perform reviews and provide decisions through the enhanced due diligence processes for US region high-risk & elevated-risk Deutsche Bank client relationships, at various client lifecycle stages (New Client Adoption/Periodic Review/Event Driven Review), in an effective and efficient timeframe Review and assess appropriateness of temporary & permanent waiver requests relating to alternative verification measures Research/analyze and provide recommended remediation efforts for clients that present AFC risk Advise Business & KYC colleagues on enquiries and issues arising from client onboarding process Perform quality control reviews of completed client financial risk assessments Provide feedback and coaching to BLAFC officers as learned from quality control reviews Skills You’ll Need Proven experience in a similar role Bachelor's Degree or equivalent work experience/qualifications; CAMS Certification preferred, but not required Work experience in the financial services industry within Anti-Money Laundering (AML)/ Counter Terrorist Financing / Bank Secrecy Act Compliance, Risk Management, Business Controls, KYC, Legal, and Regulatory Functions Superior risk management skills and knowledge of relevant local/global AML laws and regulatory requirement Knowledge of USA PATRIOT Act, 5th EU Money Laundering Directive, Financial Action Task Force standards, Wolfsberg Group, and other regulatory measures is preferred Understanding of Investment Banking, Corporate Banking, and Private Client businesses Skills That Will Help You Excel A team player with strong interpersonal skills Highly proficient in both written and oral communication Capable of identifying issues that require further analysis and investigation Flexible and able to multi-task, adapting to changing business demands Expectations It is the Bank’s expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville is $75,000 to $110,750. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email [email protected] . #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights" ; "Employee Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee Polygraph Protection Act" .
Posted 4 weeks
Senior Underwriter
First Federal Bank - Jacksonville, FL 32246
Remote / Hybrid opportunity if within commuting distance of Jacksonville FL Area. Core values speak to the heart of an organization and are the essence of a company’s identity. Everything we do is centered around our community, customer service, our stability, and being trustworthy. These values support our mission and vision, shape our culture, and provide a foundation for the future. Offering a dynamic benefit package that includes but is not limited to: Four Medical Plan Offerings to choose from Employer HSA Contributions (Coverage/Plan exclusions) Employer Provided Life Insurance Policy Annual Health Incentive Annual Wellness Reimbursement Tuition Reimbursement program Generous Match 401k Retirement Plan Paid Sick Leave Paid Vacation Leave 11 Paid Holidays based on the Federal Reserve Calendar If you are ready to take on a challenging and rewarding role; we invite you to apply for this exciting opportunity. ESSENTIAL FUNCTIONS: Underwrites Conventional, FHA, VA, USDA Residential mortgage loan requests that binds bank for commitment. Recommends improvements to institution’s residential lending policies and procedures. Evaluate loan risks through application information and request additional information as necessary. Verify application information against loan criteria guidelines and standards. Make loan eligibility decisions and approving or rejecting application. Ensure compliance with company policies and guidelines. Document and effectively communicating reasons for the approval/denial of loans. Respond to questions, queries and requests with suitable information. Evaluate residential mortgage loans risk on a timely basis based on sound underwriting decisions. Provide prompt, quality service to originating branches and correspondents professionally. Upgrade information or processing and underwriting systems to verify, add, delete or waive conditions. Authorized to underwrite all conventional and jumbo loans to delegated authority. Respond to product questions and scenarios with suitable answers. Assist in training new underwriters. Provides the best service to our customers with innovative and creative solutions. JOB REQUIREMENTS: Bachelor’s degree in business administration, finance, or related area preferred. Five to seven years of experience in all areas of the residential mortgage lending area preferred. CP Loan experience not required, but preferred Excellent computer, communication, analytical, and interpersonal skills. Good understanding of financial institution products and services. Ability to deal with time constraints and strong attention to detail. Extended hours sitting and performing computer tasks may be required. Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank. Bilingual candidates encouraged to apply. EQUAL OPPORTUNITY EMPLOYER / VET / DISABILITY E - Verify Employer Powered by ExactHire:g2j6075le5ow9lxm13wd
Posted 4 weeks
Risk Manager II, Risk Management, Baptist Clay
Baptist Health - Fleming Island, FL 32003
Job Summary Baptist Health is hiring a Risk Manager II to join the Risk Management team. This is a full-time opportunity located at Baptist Medical Center Clay. Responsibilities: Manages the daily Risk Management activities of assigned areas to include incident management, claims management to decrease financial loss and enhance patient safety and quality of care. Collaborates with employees to identify and implement risk reduction strategies to enhance patient safety and quality care. Is responsible for compliance with state and federal reporting requirements and to ensure that their Risk Management Program is in compliance with state and federal laws. **Registered Nurse License required. If you are interested in this opportunity, please apply today. StatusFull-Time Shift DetailsDays Education RequiredBachelor's Degree - Nursing Education PreferredMaster's Degree License and Certification Licensed Registered Nurse Required Experience 3-5 Years Risk Management Experience Preferred 3-5 Years Experience working in a health care setting Preferred