Job Results
Financial Services
Posted 5 days
Sales Desk Manager
Jacksonville Chrysler Jeep Dodge Ram Westside - Jacksonville, FL 32220
*Overview* We are seeking an experienced Automotive Sales Desk Manager to join our leadership team. This is a strong opportunity for a proven automotive professional who understands how to manage a busy sales desk, coach a sales team, maximize gross profit, and work successfully with customers across all credit levels. Experience with secondary and subprime finance is required. We are prepared to offer a highly competitive signing bonus to an experienced desk manager who can step in, lead the sales floor, structure deals effectively, and help drive both volume and profitability. *Responsibilities* * Manage and oversee daily sales desk operations. * Structure deals to maximize profitability and customer satisfaction. * Work effectively with prime, secondary, and subprime finance customers. * Support lender relationships and help secure approvals. * Assist salespeople with negotiations and closing customers. * Maintain accountability throughout the sales department. * Ensure a professional and efficient customer experience. * Work closely with sales, finance, and dealership leadership. *Skills* * Previous automotive sales desk management experience required. * Strong secondary and subprime finance experience required. * Proven ability to structure and close deals. * Strong knowledge of automotive financing and lender programs. * Demonstrated success driving volume and gross profit. * Strong leadership, coaching, and communication skills. * Ability to perform in a fast-paced, competitive environment. * Professional appearance and customer-focused attitude. All applications and inquiries will be handled confidentially. Apply today to be considered for this opportunity with Jacksonville CJDR Westside. Pay: $180,000.00 - $300,000.00 per year Benefits: * 401(k) * Dental insurance * Health insurance * Vision insurance Work Location: In person
Posted 5 days
Special Assets Commercial Banker
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. Special Assets Commercial Banker ACCOUNTABILITY STATEMENT The Special Assets Commercial Banker is an individual contributor role responsible for the active management, resolution, and risk mitigation of a large, complex portfolio of criticized, classified, and non performing commercial credit relationships. The role is accountable for protecting the Bank’s loan assets, ensuring accurate and timely risk identification, and executing disciplined credit strategies consistent with regulatory expectations and internal credit policy. This position requires independent credit judgment, advanced financial analysis, and the ability to lead complex borrower situations involving restructuring, enforcement, exit, or liquidation. The Special Assets Commercial Banker serves as the primary relationship owner for assigned credits and acts as a trusted advisor to senior leadership, Credit, Risk, Legal, and Commercial Banking partners. ESSENTIAL JOB FUNCTIONS Special Assets Portfolio Ownership Manage a portfolio of complex special assets relationships, typically consisting of 10–50 borrowers with individual outstandings generally ranging up $50 million per relationship. Maintain full accountability for assigned credits, including borrower strategy, risk rating integrity, documentation quality, monitoring cadence, and resolution outcomes. Serve as the primary point of contact for borrowers, guarantors, and internal stakeholders throughout the lifecycle of problem credit management. Credit Analysis, Risk Identification & Regulatory Alignment Perform comprehensive financial and enterprise‑level analysis to assess borrower viability, liquidity, cash flow sustainability, collateral coverage, and guarantor strength. Ensure timely and accurate risk ratings, classifications, accrual decisions, and impairment assessments in accordance with regulatory guidance and internal credit policy. Identify emerging risks and deteriorating trends early and take decisive action to mitigate loss exposure. Maintain complete, well‑supported credit files suitable for regulatory examination, including clear articulation of risk, mitigants, and management’s strategy. Workout, Restructuring & Resolution Execution Develop, document, and execute formal plans of action for criticized and non‑performing credits, including restructures, forbearance agreements, amendments, exits, note sales, and liquidation strategies. Lead borrower negotiations involving covenant violations, defaults, collateral deficiencies, guarantor support, and sponsor engagement. Maintain deep working knowledge of loan documentation, including credit agreements, covenants, guaranties, collateral perfection, mortgages, and intercreditor agreements. Partner with Legal to manage enforcement actions, including UCC remedies, foreclosure, receivership, bankruptcy proceedings, and asset disposition. Leadership, Influence & Governance Act as a key resource to Commercial Bankers, Portfolio Managers, and Credit Officers regarding problem credits and transition into Special Assets. Serve as a “player‑coach,” personally managing the most complex relationships while providing guidance and mentoring to analysts and junior associates. Prepare and present executive‑level credit memoranda and materials for senior management, problem loan committees, and regulatory examinations. Fulfill first‑line‑of‑defense responsibilities by proactively identifying, managing, and escalating risk within assigned relationships. 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. Job Qualifications Education Bachelor’s degree in Business, Finance, Accounting, or related field required Equivalent combination of education and relevant banking experience may be considered Experience 10+ years of experience in commercial banking, special assets, credit, or workout management with direct responsibility for complex problem credits. Experience of legal processes, including bankruptcy and UCC foreclosure. Knowledge, Skills, and Abilities Advanced understanding of financial analysis, commercial real estate lending, enterprise valuation, and complex credit structures. Demonstrated ability to exercise independent credit judgment in high‑risk, high‑exposure situations. Strong negotiation, written, and verbal communication skills, with experience interacting with senior executives and regulators. Working knowledge of bankruptcy, foreclosure, UCC enforcement, and regulatory guidance related to criticized and classified assets. Highest standards of integrity, accountability, and professional judgment. Understanding of regulatory requirements and commercial loan documentation. 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 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 5 days
Financial Consultant – Jacksonville, FL
Fidelity Investments - Jacksonville, FL 32246
Job Description: Financial Consultant Note: Fidelity will not provide immigration sponsorship for this position. The Role Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise and Skills You Bring Proven success in building relationships, uncovering needs, and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Coachable, collaborative, and curious are key attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, takes initiative and exceeds customer expectations Extensive knowledge of investment solutions The Team Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Certifications: Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Posted 5 days
Relationship Banker – Jacksonville North Market – Spanish Required
Bank of America - Jacksonville, FL 32225
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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 5 days
Personal Banker Sawgrass Village
Wells Fargo - Ponte Vedra Beach, FL 32082
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers’ goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo’s training and coaching. In this role you will: Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals Support everyday banking needs, including new account openings, service requests, and credit applications Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs Deliver accurate, compliant service while exercising sound judgement within defined risk controls Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns Job Expectations: Ability to work a schedule that will include Saturdays Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship Posting Location: 120 Front St, PONTE VEDRA BEACH, FL 32082-5002 Posting End Date: 26 Jul 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Posted 5 days
Senior Premier Banker Anastasia Island
Wells Fargo - Saint Augustine, FL 32086
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you’ll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You’ll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions. In this role you will: Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program. Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Experience recommending financial products and translating customer goals into clear, actionable recommendations Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments Experience coaching or supporting peers to strengthen team performance and customer impact Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments 3+ years of experience in a licensed financial services position Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Job Expectations: Ability to work a schedule that will include most Saturdays This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required. For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations. Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship Posting End Date: 26 Jul 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Posted 5 days
Managing Director, Private Banker
Citi - Jacksonville, FL
Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad and comprehensive understanding of the different systems, theories and practices relevant to a function as well as practical experience of multiple business cycles. In-depth knowledge of the industry and direct competitors' products/services is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise. Excellent communication skills required in order to influence a wide range of audiences. The job is likely to be involved in both internal and external negotiations which will have a major impact on the area managed, and possibly on other related areas and organization as a whole. Develops medium- to long-term plans and executes functional strategies for the market under management, requiring coordination and integration across units. Responsibilities: The position entails growing the existing client business, along with an acquisition strategy for UHNW target names. Thus thorough knowledge of the relevant market is critical and a track record evidencing the ability to grow such business through a focused and high quality team. Accountable for driving revenue and be responsible for their entire team’s revenue goals. Works closely with the Global Market Manager (GMM) to lead the activities for the team. Coach and guide team members and help them develop and share sales ideas across their and the wider team. Co-ordinate client calling and prospecting amongst team members and sharing best practice. Work with the GMM to achieve overall team revenues and growth objectives. Take the lead in developing and implementing marketing and client events for the team. Help team members in executing their account plans by providing guidance and support on specific deals and clients. Provide ongoing feedback to team members on their performance as well as the formal mid-year & year-end reviews. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business, which have significant financial implications. Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm. Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth. Develop tailored solutions that address clients' unique investment, risk management, and financing/ liquidity needs. Regularly monitor progress against goals and make adjustments to achieve objectives. Plan and prioritize daily, weekly and monthly activities to maximize revenue growth and client satisfaction. Transfer or eliminate non-productive accounts in order to focus on clients who fit within the business strategy. Establish a referral network and gain introductions to potential clients which generate new sales. Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank. Help team members acquire the experience to establish credibility with clients and intermediaries. Demonstrate strong commitment to team success and place team goals above personal achievement. Work collaboratively with the GMM and other Team Leaders to lead the business. Encourage team members to work collaboratively and with the entire business to deepen client relationships and exceed sales goals. Align complementary experiences and skill sets of team members to maximize client effectiveness. Build and maintain relationships with Business Partners, Colleagues and Staff. Develop strong relationships and partners with support functions across the Citi Private Bank to maintain control, find solutions and resolve issues. Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate. Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. Ensure strong controls and effective operational and administrative services. Sets an example of behaviour to all employees. Partner with colleagues across the Citigroup network to leverage capabilities and share expertise. Ensure clients are presented with seamless execution of internal processes and Citi services. Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: 15+ years of experience Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Education: Bachelor's/University degree, Master's degree preferred - Job Family Group: Private Client Coverage - Job Family: Private Banker - Time Type: Full time - Primary Location: Jacksonville Florida United States - Primary Location Full Time Salary Range: $250 000,00 - $500 000,00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Please see the requirements listed above. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: jul 28, 2026 - Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Posted 5 days
Telemarketer – State Farm Agent Team Member
State Farm - Jacksonville, FL 32225
Benefits: Opportunity for advancement 401(k) matching Bonus based on performance ROLE DESCRIPTION: As aTelemarketer - State Farm Agent Team Member for Christopher Patrick - State Farm Agent, your creativity and strategy promote the continued growth of our agency. Your diversified marketing shapes our brand’s public image and cultivates existing customer relations. Your cross-functional campaigns will expand the value generated by producers, innovate our customers’ experience, and strategically position our agency…whether on social media or at community events! While promoting our team, our insurance products/financial services, and the good we offer to our community, you also gain unique insights invaluable to your career growth. As an inventive and sales-minded professional, we are eager to incorporate your skillset into our agency. RESPONSIBILITIES: Make outbound calls to prospective customers to promote State Farm insurance products and services. Identify and qualify leads for agents by gathering relevant customer information. Stay informed about the various insurance products and services offered by State Farm. Follow up on leads generated from marketing campaigns or referrals to schedule appointments for agents. Provide initial information to potential customers and answer basic questions about insurance options. Maintain and update a database of prospects and customer interactions. Ensure all communications adhere to State Farm guidelines and compliance standards. Prepare regular reports on call activity, lead generation, and appointment scheduling. QUALIFICATIONS: Previous telemarketing or sales experience, preferably in the insurance industry. Communication and persuasion skills; proficiency in using CRM software. Basic understanding of insurance products or a willingness to learn. Ability to handle rejection and remain motivated. Organizational skills to manage and track multiple leads. Professional and courteous telephone manner. Focus on achieving targets and contributing to the agency’s growth.
Posted 5 days
All Lines Claims Adjuster
City of Jacksonville, FL - Jacksonville, FL
Job Description Are you looking for a position with a work/life balance? Do you want to earn four (4) weeks off during your first year of employment? Do you want low and no cost health insurance options? If you answered “yes” to any of these questions, you need to complete your application now. Work for the city you love!!! The Risk Management Division is actively seeking a All Lines Claims Adujuster. Did you know as a City of Jacksonville employee, you would also have twelve (12) paid holidays and a personal leave day as well? In addition to health insurance, dental, vision, life insurance and flexible spending plans are also available. City of Jacksonville employees are also eligible for Federal Student Loan Forgiveness after ten (10) years of public service and on-time payments. This position reports to the General Liabilities Claims Manager and is responsible for investigating all general liability claims. Examples of Work Investigates auto and general liability claims; completes field investigations, including in person interviews, witness canvasses, and scene investigations. Analyzes legal and financial exposure and determines liability; obtains and reviews medical records and bills; analyzes city, state, and federal documents for liability claims and establishes claim value. Makes decisions determining settlements, settlement values, payment processing or denial of claims utilizing knowledge of local, state, and federal laws up to their assigned settlement authority under the direction of the General Liability Claims Manager. Responds to on call scene claims within a rotation cycle with current adjusters. Analyzes coverage and determines liability; obtains and reviews medical records and bills for liability. Reviews local, state, and federal statutes as they apply to a particular claim. Attends and participates in depositions and mediations; works with the Office of General Counsel to develop and manage litigation strategy. Negotiates with claimants and attorneys involved in claim settlement and resolutions including mediations and arbitrations. Researches and makes decision regarding claim value and payment of a claim. Performs related work as required. Open Requirements/Supplemental Information Four (4) years of education and/or professional experience as a claims adjuster including investigations. Preferred Associate Degree or higher from an accredited institution. Knowledge of Title 7 claims. Licensing/Certification/Registration: FL All Lines Claims Adjuster License is required prior to appointment and must be maintained during employment in this class. Completes ongoing claims continuing education pursuant to state regulations. A valid driver’s license is required prior to appointment and must be maintained during employment in this class. Must qualify prior to appointment, obtain, and maintain during employment a City of Jacksonville Certification as a Public Driver. A FULLY COMPLETED ONLINE APPLICATION IS REQUIRED. Apply atwww.jacksonville.gov. Work history is required for all employment/volunteer work in which qualifications are being based. When meeting/basing qualifications on education, a copy of your college transcript, with your social blacked out, is required with your application. Transcripts do not need to be official, but must state your name, the school’s name, classes taken, grades received, type of degree, and date degree was conferred. The application system works best with Google Chrome or Edge with Chromium web browsers. Please try to apply using one of these browsers. To ensure you receive email notifications, be sure to make “[email protected]” a trusted sender. You may also track the status of your application and see notifications by logging into your account. Certain servicemembers and veterans, and the spouses and the family members of such service members and veterans, receive preference and priority, and certain servicemembers may be eligible to receive waivers for postsecondary educational requirements, in employment and are encouraged to apply for positions being filled. If claiming veteran's preference, you must attach a DD-214 (Member Form-4 copy) or military discharge papers, or equivalent certification from the Department of Veterans Affairs listing military status, dates of service and character of discharge. You must also attach the Veterans Preference Certification Form and if applicable, the additional forms as noted here:http://www.coj.net/departments/employee-services/veterans-preference If a candidate believes he or she was not afforded veteran’s preference, he or she may file a written complaint, within sixty (60) calendar days upon receipt of notification of the hiring decision, requesting an investigation to: Florida Department of Veterans Affairs Attention: Veterans’ Preference Coordinator 11351 Ulmerton Road, Suite 311-K Largo, FL 33778-1630 Email:[email protected]
Posted 5 days
Tax Consultant II, Internal Tax Team – Federal Direct Tax
Deloitte - Jacksonville, FL 32202
The Federal Direct Tax team within the US Firms Tax ("USFT") group of the Deloitte US Firms is responsible for analyzing and computing book-tax differences, calculating federal taxable income, and the preparation of the Deloitte US Firms' federal partnership returns. In addition, the Federal Direct Tax team prepares yearend projections and performs tax research and analysis on certain tax planning strategies. Recruiting for this role ends on August 10th 2026. Work you'll do As a Tax Consultant II on our Federal Direct Tax team, you will analyze and compute book-tax differences, calculate taxable income, and prepare federal partnership returns. This requires collaboration with other members of our Federal Direct Tax team, as well as with our State and Local Tax and Partner Tax Matters teams. You will also assist with transforming our people, processes, and technology. Specifically, as a Tax Consultant II, you will: Prepare workpapers for the partnership federal income tax returns, including calculations of 163(j) limitations and determinations of 199A reporting requirements Prepare federal partnership income tax returns, including Schedule K-2 Assist in the production of federal specific reporting for the annual partner K-1 packages Perform tax research as necessary regarding federal tax issues affecting the US Firms entities and our partners Coordinate with our Indirect Tax and Partners Tax Matters teams on federal withholding information returns Assist with any potential federal audits and draft correspondence with authorities regarding audit issues or tax notices Assist with federal compliance workflow management Monitor and help to implement any federal tax legislation Make recommendations on business and process improvements related to US Firms tax matters A successful candidate would possess these skills: Foundational knowledge of federal partnership tax fundamentals and compliance concepts Strong project management skills; excellent organizational skills and attention to detail Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Proactive problem-solving abilities Ability to work independently and collaborate as part of a team Strong interpersonal skills and professional demeanor The Team Deloitte Services LP includes internal support areas such as Finance and Administration, Talent, Information Technology, Marketing and Communications, and Facilities Management. This Tax Consultant II role is part of our internal USFT team which is a subset of our Finance and Administration group. The USFT team is responsible for setting the tax policy for the Deloitte US Firms in the US and other countries where it has operations, as well as for all the domestic and foreign compliance for the Deloitte US Firms' entities. Qualifications Required: Bachelor's degree in Accounting/Taxation One (1) + years of prior experience Excellent communication skills Proficient in Excel Limited immigration sponsorship may be available. Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve. Preferred: Advanced degree Experience in a professional services firm Eligible for CPA, Enrolled Agent, or other relevant certification Some experience with ONESOURCE Income Tax Some experience with SAP or other financial systems The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $69,400 to $142,600. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.