Job Results
Financial Services
Posted 6 days
Underwriter
The Doctors Management Company - Jacksonville, FL 32258
The Doctors Company is seeking an Underwriter to join our team in Region III. Region III states include: TX, OK, AR, LA, MS, AL, GA, TN, SC, and FL. This is a hybrid opportunity, reporting to our office in Jacksonville, Florida. Position Mission Working under the general supervision of management and acting within authority granted, you will appropriately apply underwriting principals and demonstrate sound judgment in the production, selection, pricing, control and servicing of assigned business. Assist management in training of other underwriting staff and must have the ability to travel as needed. Contacts are policyholders, employees, company managers, agents, claims and legal professionals, and members of the general public. Qualifications High school graduate or equivalent combination of education and experience required. Must have Property and Casualty Agents license. Associate’s degree (2 years college) or equivalent combination of education and experience preferred. INS, RPLU or CPCU designation, or progress in obtaining such designation, is preferred. Five (5) or more years of related work experience in medical professional insurance. Casualty insurance, financial services or mathematical analysis experience may be considered. Three (3) or more years of experience using Microsoft products, including Word and Excel. Good oral and written communication skills. Ability to prioritize incoming requests while maintaining daily work assignments. Strong customer service and team orientation and the ability to work with diverse personalities. Ability to travel and adapt to a flexible work schedule. Responsibilities Customer Satisfaction Develops and maintains positive working relationships with agents/brokers, coworkers, and members Responds to agents/brokers and members with company service standards Prioritizes tasks to meet renewal deadlines, customer service standards, and miscellaneous project due dates Personal Development Works with manager to identify, and achieve, annual and personal development goals. Completes training and maintains proficiency in key underwriting skills. Maintains proficiency in underwriting systems Develops knowledge of new and emerging underwriting skills and theories through continuing education and training. Builds knowledge of competitors and stays current with changes or advancements in healthcare delivery Revenue Growth and Profitability Management Maintains an assigned book of business. Collaborates with Business Development to build, strengthen, and manage relationships with agents/brokers Collaborates with manager and colleagues in other departments to achieve growth goals and retention targets. Participates in virtual or in-person agent/broker meetings related to specific accounts or overall underwriting discussions Underwriting Discipline Adheres to established underwriting guidelines, authority, and filed rules and rates approved by the various state insurance departments. Evaluates new business submissions, renewals, and policy change requests for their book of business resulting in underwriting decisions within their authority or recommendations for decisions exceeding their authority Maintains policy documentation in appropriate systems in accordance with storage guidelines. Understands and complies with state statutory requirements including policy language changes, notice requirements, Patient Compensation Fund (PCF) rules and unique requirements. Other Duties to be Assigned Works on various projects and assignments made by the Underwriting leadership team Participates actively and provides updates to leadership on assigned projects within given deadlines. Salary Range: $60,348 - $88,435. Compensation varies based on skills, knowledge, and education. We consider factors such as specialized skills, depth of knowledge in the field, and educational background to ensure fair and competitive pay. Benefits We offer competitive compensation, incentive bonus plans, outstanding career opportunities, an exceptional work environment, and an impressive benefits package, which starts with medical, family and bereavement leave; same-sex domestic partner benefits; short- and long-term disability programs; and an employee assistance program. There's more: Health, dental, and vision insurance Health care tax-free spending accounts with a company match 401(k) and Roth IRA with company match, as well as catch-up plans for both Vacation days, sick days, and paid personal days each calendar year (with vacation increases based on length of service) Paid holidays each calendar year Life and travel insurance Tax-free commuter benefits In-person and online learning opportunities Cross-function career opportunities Business casual work environment Time off to volunteer Matching donations to qualifying nonprofit organizations Company-sponsored participation at non-profit events About The Doctors Company The Doctors Company is the nation’s largest physician-owned medical malpractice insurer. Founded and led by physicians, we are committed to advancing, protecting, and rewarding the practice of good medicine. The Doctors Company is proud to be Certified™ by Great Place to Work®.
Posted 6 days
Part Time (30 Hours) Associate Banker, Amelia Island Branch, Fernandina Beach, FL
JPMorganChase - Fernandina Beach, FL 32034
JOB DESCRIPTION At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients. Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience. Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. ABOUT US Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Posted 6 days
Management and Budget Analyst
Qwalifize LLC - Saint Augustine, FL 32084
Type: Temporary Full Time or Part Time: Full-Time Pay Rate: $39 per hour Location: St. Augustine, FL 32084– Onsite Language Requirements: Write, read, and speak English Language Preferences: Bilingual (English/Spanish) preferred Job Overview We are seeking a highly analytical Management and Budget Analyst to support the county’s financial planning and budget development operations. This role is responsible for conducting financial analysis, developing budget strategies, and ensuring compliance with local, state, and federal regulations. The Management and Budget Analyst will assist in preparing and managing the county budget, analyzing departmental and capital project funding, maintaining financial models, and supporting decision-making through data-driven insights. This position requires strong financial acumen, attention to detail, and the ability to communicate complex information clearly. Perform other duties as assigned. Experience Requirements Minimum of five (5) years of experience in budgeting, financial analysis, accounting, or a related field Experience developing, analyzing, and managing budgets and financial forecasts Experience reviewing and preparing budget amendments, financial reports, and agenda items Experience working with financial modeling, forecasting tools, and data analysis systems Experience interpreting laws, regulations, and accounting principles (GAAP, IRS code, etc.) Experience supporting grant management, compliance, and reporting processes Experience assisting with procurement, contracts, and request for proposal (RFP) processes Strong computer skills, including advanced proficiency in Microsoft Excel and financial systems Strong analytical, organizational, and problem-solving skills Strong written and verbal communication skills Experience Preferences Experience working in a municipal or government budgeting environment Experience with Capital Improvement Plans (CIP) and debt financing strategies Experience monitoring legislative impacts on financial operations Experience supporting payroll, personnel budgeting, or employee benefits analysis Physical Requirements Ability to sit, stand, and walk for extended periods Ability to lift up to 25 pounds as needed Ability to perform tasks involving bending, kneeling, and reaching Ability to work in an office environment with occasional exposure to various work settings Education Requirements Bachelor’s degree from an accredited college or university in Finance, Accounting, or a related field Education Preferences Master’s degree in Finance, Accounting, Public Administration, or a related field Training Schedule: TBD Schedule: Monday through Friday; standard business hours with occasional extended hours during budget cycles or special projects Dress Code: Business professional or business casual Benefits: TBD Additional Information: Drug screening, background, and reference checks are performed if required. Valid identification and reliable transportation are required. We are an E-Verify employer. We will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee’s Form I-9 to confirm work authorization. Our employees are authorized to work in the United States.
Posted 6 days
AMP Financial Advisor
Raymond James - Ponte Vedra Beach, FL
Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization. Job Description Job Description Job Summary The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals. Essential Duties and Responsibilities Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seeks expertise of internal resources to identify investment opportunities and solutions for clients. Develops a book of business consistent with AMP program goals for assets under management and required production. Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards. Performs other duties and responsibilities as assigned. Knowledge of Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data. Basic principles and methods for showing, promoting, and selling products or services. Skill in Preparing and delivering clear, effective, and professional presentations. Strong communication and interpersonal skills to build relationships with clients. Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques. Ability to Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection. Accept criticism and deal calmly and effectively in high stress situations. Effectively communicate portfolio losses while preserving client loyalty. Provide a high level of client service with a strong focus remaining on what’s best for their personal wealth management. Network in the community and effectively market him or herself and Raymond James. Education/Previous Experience Bachelor’s degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred. OR ~ An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within 4 months from start of program. Series 7 & 66 or ability to obtain within 4 months from start of program. Life, Health and Variable Annuity or ability to obtain within 6 months from start of program. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - 13 months to 3 years Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Posted 6 days
O’Steen VW of Jacksonville – Finance Manager
O'Steen Automotive Group - Jacksonville, FL 32256
Compensation: Opportunity to make $120,000 to $220,000 annually!! Join our team at O'Steen Automotive Group - Volkswagen and immerse yourself in a thrilling opportunity as a Full Time - F&I Manager. Working onsite in Jacksonville, Florida. This position promises a rewarding and challenging experience. Bring your sales expertise and leadership skills to a dynamic environment where your ideas are valued and your success is celebrated. Are you ready to take the next step in your career? Apply now and be part of a team that values excellence and innovation in every aspect of the business. You will be given great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Competitive Salary, and Paid Time Off. The Finance and Insurance (F&I) Manager is responsible for helping customers secure financing, finalize sales contracts, and offering additional products like extended warranties, GAP insurance, and maintenance plans. The F&I Manager is also responsible for following up on and collecting receivables. Responsibilities: • Establish and maintain positive working relationships with all sources of finance and insurance products, factory and otherwise. • Submit proper documentation to obtain approval for all possible finance transactions. • Work with sales management to establish and maintain a program that will ensure a 100% turnover to the Finance and Insurance department. • Work with sales manager(s) to secure a reasonable profit from each transaction. • Establish forecast for finance department in conjunction with sales department to achieve a desired percent of penetration and income. • Verify the accuracy of all title, lien information, taxes, and other documents on customer paperwork. • Ensure accuracy of customer information in dealership databases. • Forward completed deals to the accounting office in a timely manner. • Prepare monthly reports on finance penetration and products sold. • Keep sales management up to date regarding rates and products. • Comply with all company policies, procedures, and safety standards. Qualifications: • Prior automotive finance experience required. • Excellent communication and customer service skills. • Self-motivated with the ability to set and achieve targeted goals. • Knowledge of regulatory and compliance requirements. • Ability to work within a fast-paced environment. • Clean driving record and valid driver's license. If you are a results-driven professional with a passion for the automotive industry, we invite you to apply and be part of a team committed to excellence and innovation. JOIN OUR TEAM TODAY! If you think this job is a fit for what you are looking for, applying is a snap - just follow the instructions on this page. Good luck!
Posted 6 days
Financial Administrative Coordinator
Northeast Florida Periodontics & Dental Implants - Jacksonville, FL 32257
*Job Summary* We are seeking a highly organized and detail-oriented Administrative Coordinator to support our office operations. The ideal candidate will possess strong office management skills, excellent communication abilities, and proficiency with various computer applications. This role involves managing front desk responsibilities, coordinating schedules, handling data entry, and providing exceptional customer service to ensure smooth daily operations. Bilingual skills are a plus, and previous experience in office administration or related fields is preferred. *Duties* * Manage front desk operations, including greeting visitors and answering multi-line phone systems with professional phone etiquette * Handle calendar management and scheduling for multiple departments or executives * Perform data entry, filing, and proofreading to maintain accurate records * Utilize Microsoft Office Suite, Google Workspace, QuickBooks, and other relevant software for administrative tasks * Assist with bookkeeping, invoicing, and basic office accounting functions * Provide customer support via phone and email, ensuring excellent service and support for clients and staff * Support office management tasks such as organizing meetings, preparing reports, and managing correspondence * Maintain office supplies inventory and coordinate with vendors as needed * Support personal assistant duties including travel arrangements and personal scheduling when required *Experience* * Prior office management or administrative experience preferred; experience in medical or dental reception is a plus * Proficiency with Microsoft Office (Word, Excel, Outlook), Google Workspace, QuickBooks, and data entry tools * Strong organizational skills with the ability to multitask efficiently in a fast-paced environment * Excellent written and verbal communication skills; bilingual capabilities are advantageous * Experience with multi-line phone systems, calendar management, and clerical duties such as proofreading and filing * Demonstrated ability to provide exceptional customer service and support in a professional setting * Familiarity with office equipment operation including printers, scanners, and fax machines * Ability to manage time effectively and prioritize tasks to meet deadlines Job Type: Full-time Work Location: In person
Posted 6 days
Producing CFS Director
AutoNation - Jacksonville, FL 32225
As an F&I Manager, you’ll be empowered with the resources and support needed to get every driver into the perfect deal – including a fully transparent selling process and preferred relationships with 30+ lenders. What will I do every day? Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process Work directly with our employees and customers to develop relationships Determine customer financing needs and payment options based on a consultative interview process Present a fully transparent pricing menu to customers detailing their financing options and products Process finance transactions and ensure 100% compliance with all state and federal laws and regulations Follow up with customers to ensure satisfaction Build rapport with customers to create a base of referrals Set and achieve targeted sales goals Gain superior product knowledge to effectively help customers Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy Provide an exceptional customer experience to drive loyalty What are the requirements for the F&I Manager? High school diploma or equivalent Proven ability to provide an exceptional customer experience Ability to set and achieve targeted goals Highly detail-oriented and organized Prior sales experience preferred but not required Demonstrated communication, consultative, interpersonal and organizational skills Experience and desire to work with technology Valid in-state driver’s license and an acceptable, safe driving record Why should I come work for AutoNation? You want to work for a car dealer that has a strong moral compass and treats all its associates with respect Exciting Benefits and Perks Await You: Competitive compensation and 401k matching Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits. Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.
Posted 6 days
VP First Party Fraud Business Analytics Lead
Citi - Jacksonville, FL
Job Req Id: 26944116 Location(s): Jacksonville, Florida, United States, San Antonio, Texas, United States, O'Fallon, Missouri, United States, Tampa, Florida, United States, Florence, Kentucky, United States, Johnson City, Tennessee, United States, Sioux Falls, South Dakota, United States, Irving, Texas, United States, New Castle, Delaware, United States Job Type: Hybrid Posted: Mar. 31, 2026 Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply! Our people make all the difference in our success. - As part of the Financial Crimes and Fraud Prevention organization, this role manages and executes the first party fraud analytics and strategies supporting Citi’s North American and global credit card businesses. This includes leveraging data to identify fraud trends then designing and implementing strategies to prevent and mitigate fraud attacks across the full fraud lifecycle including application and synthetic ID fraud, and sophisticated new attack schemes. This role partners closely with Credit Risk Policy, Fraud Policy, Operations, Technology and various partners to keep apprised of business and technology direction to determine potential and existing fraud impacts. The First Party Fraud Business Analytics Lead is a seasoned professional role who applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes for the area or function. Requires understanding of how credit cards work and integrate and contributes to the objectives of the function and overall business. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Excellent communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Responsibilities: Lead implementation of fraud risk strategies for consumer and commercial card businesses with decision engine systems in accordance with defined change control procedures and controls. Own and manage fraud rules, scores, and detection strategies, risk appetite execution, POS interdiction strategies and defect analysis. Lead gathering of business requirements, testing, and implementation of projects impacting fraud decision systems as well as system incidents. Leverage analytics to identify enhancement opportunities and more granular insights that can be acted upon, while ensuring adherence to Fraud Policy. Build effective relationships within and outside the Fraud organization to help ensure successful and timely execution of key portfolio priorities. Collaborate with cross-functional teams to provide strategy recommendations based on data and trend analysis and implement mitigation strategies. Continuously improve processes and strategies by exploring and evaluating new data sources, tools, and capabilities Leverage customer data to build risk segmentation/ mitigation strategies and complete complex analyses to identify strategy and procedure gaps, manage implementation process across several systems to affect change. Lead key analytical projects within the card first party fraud analytics team and support the Card lines of business by utilizing advanced predictive analytical and statistical techniques. Translate data into consumer or customer behavioral insights to drive targeting and segmentation strategies, and communicate clearly and effectively to business partners and senior leaders all findings Work closely with internal and external business partners in building, implementing, tracking, and improving fraud capture decision strategies. Refine framework for change control risk assessment including evaluation of control gaps within existing processes. Supports Governance process, evaluating historical performance and emerging changes in the environment. Prioritize and provide a clear line of sight to the most critical work to partners and team members. Mentor and coach junior team members. Recommended Qualifications: Bachelor’s Degree required/Master's preferred in statistics, mathematics, physics, economics, or other (data) analytical or quantitative discipline. 7+ experience required 6+ years of experience in analytics, modeling, or relevant area. Extensive experience working with : Big Data environment with hands on coding within various traditional (SAS, SQL, etc.) and/or open source (i.e. Python, Impala, Hive, etc.) tools. Traditional and advanced machine learning techniques and algorithms, such as Logistic Regression, Gradient Boosting, Random Forests, etc. Data visualization tools, such as Tableau Excellent quantitative and analytic skills; ability to derive patterns, trends and insights, and perform risk/reward trade-off analysis. Experience analyzing large datasets; applying mathematical, statistical and quantitative/data analysis techniques to perform complex analyses and data mining. Ability to build effective presentations to communicate analytical findings to a wide array of audiences. Effective cross-functional project, resource, and stakeholder engagement and management, with ability to effectively drive collaboration across teams. Ability to make decisions independently with minimal guidance from management. Experience with a prior focus in financial services analytics preferred - Job Family Group: Decision Management - Job Family: Business Analysis - Time Type: Full time - Primary Location: Jacksonville Florida United States - Primary Location Full Time Salary Range: $113,840.00 - $170,760.00 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: Apr 07, 2026 - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
Posted 6 days
Business Banker (LO)
Wells Fargo - Jacksonville, FL
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 three - making us the #1 financial services employer - on the 2025 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 Business Banker (LO) in Consumer Banking and Lending. As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com . In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to support business owners to gain entire relationship Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of in-branch business banking experience 1+ year of experience managing a dedicated book of small business customers across assigned territory Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Experience using strong business acumen to provide financial services consultation to business customers Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products High motivation with ability to successfully meet team objectives while maintaining individual performance Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Customer service focus with experience handling complex transactions across multiple systems Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Experience mentoring and peer-coaching others Job Expectations: This position is not eligible for Visa sponsorship. This position requires LO registration at the time of employment. Wells Fargo will initiate the LO registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. Location: San Jose-6530 St Augustine Rd., JACKSONVILLE, FL 32217 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 5 Apr 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 6 days
U.S. Private Bank – Private Banker – Executive Director
JPMorganChase - Jacksonville, FL
JOB DESCRIPTION We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills Six plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client’s behalf Preferred Qualifications, Capabilities, and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans ABOUT THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.