At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days’ vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be - in person, by phone and online. At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee #OMHTF OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) employer. Qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship status, color, creed, culture, disability, ethnicity, gender, gender identity or expression, genetic information or history, marital status, military status, national origin, nationality, pregnancy, race, religion, sex, sexual orientation, socioeconomic status, transgender or on any other basis protected by law.
*Compass Self Storage*, a highly awarded and growing company within the industry, is seeking quality management candidates in your area. Please only apply for this position if you are looking for a chance to further develop your skills, make a contribution, be part of a true team company culture, and, a growing company with future opportunities (if that’s your goal). So, are you ready for this new challenge? Our company is in search of a *Full-Time Assistant Manager* for our self storage facilities in the _*Jacksonville, FL*_ area. We are looking for individuals to join our team with sales, customer service, retail, restaurant, marketing or property management experience. We are open to a wide variety of candidate background experiences, while those associated with direct contact with the public are a plus. The candidates must possess the following character traits: Energetic, Enthusiastic, Self-Motivated, High Integrity, Outgoing & Confident, Team Player, Customer Service, Positive Attitude. *Must be able to work weekends*. No evening or night hours required. Education: High School diploma or equivalent. Responsibilities include but not limited to: Closing sales on inbound calls and walk-in customers and converting inquiries into rentals; Assist customers with determining storage needs, start to finish; Understanding property goals to attain revenue goals; Sell related merchandise (locks, boxes etc...); Offer insurance products to protect customers stored property; Manage calls and collecting on delinquent accounts; Attend local marketing and networking events; Make weekly bank deposits; Other property asset protection tasks including general housekeeping; as well as clerical and administrative duties. Our positions offer a unique life and work balance. *This position will start pay at $16.00 per hour*. *In addition, our managers earn monthly bonus incentives*. Our Managers have all evenings off. We do not schedule or expect an individual to work more than 40 hours in a week. Bonus opportunities have no ceiling, are based on property performance, and are paid monthly. We offer paid time off, medical, dental, vision, life insurance and 401(k) benefits. Job Type: Full-time Pay: From $16.00 per hour Benefits: * 401(k) * Dental insurance * Flexible schedule * Health insurance * Paid time off * Vision insurance Ability to Commute: * Jacksonville, FL 32246 (Required) Ability to Relocate: * Jacksonville, FL 32246: Relocate before starting work (Required) Work Location: In person
*About the Role* We're looking for a driven, emotionally intelligent sales leader to own our client acquisition process from first contact through onboarding. This is a hands-on leadership role for someone who can build systems and coach a team, but who's also willing to jump on a call and close when it matters. If you've led sales or intake teams in legal, healthcare, or another high-trust professional services environment, and you know how to turn empathy into conversions, we want to talk to you. *What You'll Do* *Sales Strategy & Leadership* * Help shape and execute our sales strategy to support the firm's growth goals * Own the end-to-end sales process. Lead handling, follow-up, handoffs, and pipeline management * Optimize our consultation and intake process to improve conversion and revenue * Set and track KPIs for the team, consultation outcomes, and revenue forecasting * Partner with executive leadership on budgeting and growth planning *Marketing Collaboration* * Work closely with our external marketing partners to keep sales and marketing aligned * Weigh in on lead generation, messaging, and campaign strategy * Track lead quality and conversion, and turn that data into insights for both the sales team and marketing partners *Systems & CRM* * Own our CRM and sales tech stack * Keep workflows, reporting, and data quality consistent across the team * Spot and implement process improvements as we scale *Team Leadership* * Manage the sales/intake team day to day: priorities, workload, and escalations * Coach the team to hit and exceed performance goals * Build and maintain scripts, consultation frameworks, and training programs * Foster a culture of accountability, empathy, and high performance * Take part in hiring decisions for the sales team *Onboarding & Training* * Own onboarding for new sales/intake hires * Build and maintain training materials so new hires ramp up independently *Backup & Coverage* * Stay close enough to the day-to-day to step in when needed. Covering client calls, working in the CRM, handling escalations, or filling in during an absence *What You Bring* * Proven sales experience in legal, healthcare, or another high-trust, high-emotion professional services environment * Familiarity with legal intake processes (Florida family law experience is a plus) * Hands-on experience with Lawmatics, or a similar CRM * A track record of building and leading high-performing sales teams * Strong business acumen and strategic thinking * High emotional intelligence and a genuinely client-centered approach * Excellent judgment under pressure and the ability to navigate sensitive conversations with professionalism and compassion Pay commensurate with experience and qualifications" Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Health savings account * Life insurance * Paid time off * Vision insurance Experience: * Supervising: 1 year (Required) * CRM management: 1 year (Required) Ability to Commute: * Jacksonville, FL 32216 (Required) Work Location: In person
Job Description: Title: Account Manager – Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only | Location/Supporting: Longwood, FL | Experience: Level-Funded and Self-Funded Plans Supporting: Shared Services - provides service support to other IOA account teams during their first 3-6 months with account management and service. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity, quality, and service levels, implementation of client benefits administrative processes, tracking, renewals, new client setup, data management/entry, Producer communication, team and individual professional development, identification of sales opportunities, and upholding IOA core values. Key Responsibilities: Client Management: Manage an assigned book of business, ensuring performance requirements are met and no liability occurs. Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests. Team Leadership: Lead the account team with a strong work ethic, positive attitude, and willingness to assist others. Daily Activities: Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions. Business Growth: Identify and act on sales opportunities to grow IOA business. New Business Setup: Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings. Renewal Process: Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings. Client Relationships: Build and improve client relationships, seek feedback, and implement improvements. Intermediary Role: Advocate for clients and carriers to ensure mutually beneficial outcomes. Value-Added Solutions: Identify and implement value-added solutions for clients. Professional Development: Support team training and development, promote a positive work environment, and seek continuous improvement. Communication: Maintain transparent communication with Producers and team members. Compliance: Ensure adherence to company policies and industry standards. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of industry experience Required active licensing Exceptional customer service and communication skills Strong organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is 70-90K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Responsible for ensuring established procedures and guidelines are followed, and SLA requirements are achieved within assigned business unit(s). Provides support, direction, and guidance for associates and acts on issues as they relate to skills, knowledge, training and development. Monitors and maintains the company’s guidelines for administration and quality control standards. Minimum Qualifications: Bachelor's degree or equivalent work experience. 8+ years of work experience with insurance or related financial experience. 5+ years management experience. Experience with reconciliations and receivable tracking. Experience of working with clients to provide excellent customer service to external and internal clients. Primary Job Functions: Monitor, evaluate and report status of production to ensure that unit is meeting monthly performance and financial requirements. Ensure accurate and timely processing of producer/customer payments and resolution of discrepancies. Monitor aging reports and minimize overdue receivables. Ensure compliance with internal controls, financial policies, & relevant regulations. Prepare and present receivable metrics. Ensure accurate and timely reconciliations of customer data. Monitor and evaluate workflow to analyze needs and identify problem areas. Ensure training is in place to meet requirements at all levels within the unit. Coach and develop associates to meet and/or exceed performance goals. Monitor service levels achieved, ensure records are maintained and analyzed, initiate actions, and issue reports on achievement to users, providers, and management. Review all services to ensure cost effective performance and keep abreast of the industry to ensure our services meet or exceed the competition. Evaluate associates and complete performance evaluations with recommendation for salary adjustment or disciplinary action or performance improvement plan. Interview and evaluate applicants for employment. Develop team and ensure appropriate backups exist for all job functions. Document and counsel associates regarding unacceptable behaviors or performance. Monitor the performance of all SOX processes and controls following the approval process. Maintain and update Desk Manual documentation in the approved format. Suggest changes in procedures to improve efficiency and eliminate on-going problems. Demonstrate the following attributes: Idea Generator, Thought Leader, and Problem Solver. Assist with AOP development and Budget Management. Assist in obtaining Fortegra Corporate goals around production, EBITDA and Revenue Growth. Conduct performance evaluations for direct reports; review and approve performance evaluations for indirect reports. Assist in development and implementation of new programs. The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Skills & Competencies Required: Demonstrated ability to solve problems. Idea leader – formulates multiple new ideas and implements. Proven ability to exceed performance expectations and create value for consumers, customers and Fortegra. Additional Information: Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more. #LI-Onsite Job Posting Disclaimer: Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender. Fortegra is not accepting unsolicited resumes from search firms for this position. Please be aware of job fraud(s) – all correspondence emails regarding your candidacy will come from our Fortegra.com email address. Thank you. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Come join our GTE Financial team! We are looking for a customer-focused individual to join our team. The Member Relationship Officer will ensure members’ needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member’s immediate and future financial goals. They will assist in generating leads, building new and maintaining existing member relationships while providing a great member experience. What does GTE look for in a Member Relationship Officer? Business Development/Sales: Effective negotiation, sales, and relationship-building skills are a must. Proven success prospecting, building a pipeline, and closing on sales opportunities. Identify, recommend, and sell appropriate GTE Financial products and services to create fully engaged financial relationships. Originate new members through various sources to ensure continued growth for the credit union. Work within a teamwork environment to develop a retention strategy for new and existing members. Generate referrals for credit union services: Investment Insurance Business Services Mortgages Experience: Effective negotiation, sales, and relationship-building skills are a must. Proven success prospecting, building a pipeline, and moving sales opportunities. Professional demeanor with co-workers to build a proactive team environment. Operational: Salesfloor management, by greeting members, directing them to the appropriate areas and ensuring that the member’s needs are met. Gather information, analyze facts and educate members on appropriate products/services to provide one-point resolution. Demonstrate sound judgment when deciding on loan applications by reviewing and underwriting in a clear and detailed authorization. Adhere to audit/compliance procedures of the Community Financial Center, while maintaining the highest level of service to our members. Identify risk for credit union losses through observations of transactions involving potentially fraudulent activity. Work in union with the respective Community Development Officers to develop and strengthen relationships within the community and with the community partners (Select Employee Groups). Conduct member financial transactions; including originate, process, and closing any consumer loan products. Mortgages: identifying the right product for the member needs; initializing the process; gathering information for the processors and underwriters; establishing follow-up with internal partners and member(s); providing a good member experience throughout the process. Observe Credit Union guidelines, policies, and procedures to adhere to compliance regulations, and security standards. Ensure the completion of regulatory compliance and training specific to sales and service responsibilities for staff. Exhibit a desire for continuous education to ensure personal growth and achievement to better serve our members. Participate in meetings, conference calls, and events as assigned Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act Qualify for NMLS registration according to the Safe Act. Required Qualifications: High school diploma or equivalent from an accredited institution. Some college preferred. 1-2 years of previous experience in the financial industry or related field or a combination of education and experience. Bilingual preferred (English/Spanish). Position Details: Location: Community Financial Center Hours: Monday – Friday (9:00 am to 5:00 pm) Full-time hours are required, with additional hours as necessary to accomplish objectives, goals, and projects. Come and join our award-winning team! GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Come join our GTE Financial team! We are looking for a leader to ensure an exceptional member and employee experience. The Community Financial Center Manager is responsible for the growth and development of their Community Financial Center production while developing employees to acquire new business and deepening existing member relationships. The Manager drives productivity, market growth/business development, and member/customer engagement, through both outside sales and community-driven activities. The manager is managing outside sales and community outreach on an average of 2 – 3 days a week. As a leader, you will coach, develop, and motivate your team to achieve their full potential to support the credit union’s corporate goals and strategic plan. What does GTE look for in a Branch Manager? Leadership: Empower the sales team to achieve the highest performance and meet objectives set forth by leadership. Strong leadership, business acumen, and strategic agility in the planning leading, and driving change in the organization while meeting and exceeding business objectives. Attracts, retains, and develops talent to increase bench strength, and improve productivity, proficiency, member engagement, and overall competitive position. Accountable for managing individual and team queues to ensure loan questions, and messages are responded to in a timely and professional manner. Strong Leader, assertive, highly motivated with a sense of urgency. Ultimately accountable for the overall sales, service, and operational success and growth of the Community Financial Center – and direct report management responsibilities of the Assistant Branch Manager. Business/Sales Development: Develops and executes local sales strategies that increase member engagement and membership deepening through community activities. Outside sales developing the business market within the geographic proximity of the assigned Community Financial Center(s). Branch Managers are expected to be out in the community and conducting outside business calls 2-3 days per week. Reviews and analyzes sales activity and forecast data to determine processes towards goals and objectives. Reviews and utilizes reports to implement action plans that support sales goals for the Center. Reports outside business activities “plan of action” to District Manager and debrief of activities and successes at the end of the week. Member Experience: Monitors and tracks Community Financial Centers service quality levels through Google ratings as well as Mpulse scores. Effective negotiation, sales, and relationship-building skills are a must. Proven success in prospecting, building a pipeline, and moving sales opportunities. Partner with community organizations to establish and maintain relationships that will enhance the growth and recognition of the credit union. Responsible for maintaining a Google rating of 4.0 or higher. Operational: Reviews loan documentation for accuracy and completeness. Work closely with the Operation Support Managers on adhering to GTE’s Branding “Brandtastic” standards. Support the Operations Support team in implementing the needed procedures, processes, or experiences to create a “Franchise” business model where all Community Financial Centers operate identically to one another, as well as adhere to documented Golden Standards. Oversees, in conjunction with the Facilities Department, that Community Financial Center facilities are properly maintained and secured both interior and exterior. Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act. Must qualify for National Mortgage License System number (NMLS) and must obtain the Florida Department of Financial Services Credit Life and Disability License Required Qualifications: Undergraduate degree preferred or a minimum of five (5) years progressive management experience. Min 5 years experience preferably in the finance industry with at least 1 year’s management experience or a combination of education and experience Bilingual preferred (English/Spanish). Position Details: Location: Community Financial Center Hours: Monday – Friday (9:00 am to 5:00 pm) Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects. Work arrangements (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible. Come and join our award-winning team! GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify ways for Regions to meet customer needs, and assist in resolving end to end customer service inquiries. This role offers an exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who has strong communication skills and the ability to provide personalized customer service. Primary Responsibilities Provides a consistent optimal customer experience on the cash line while handling customers’ transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new/replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution Develops relationships with customers, remaining well-informed about the customer’s relationship with the bank Educates customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Assists branch and fellow team members with basic tasks to aid in customer problem resolution Refers customers to an internal team of experts when more complex financial goals and needs are recognized Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions May conduct outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences One (1) year of banking, cash-handling, and/or customer service experience Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to oversee large sums of cash Strong customer focus and relationship-building skills Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $39,601.10 USD Median: $46,880.00 USD Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits Location Details Regency Location: Jacksonville, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for over a decade. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members. Also, First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees. Role: Assist members and potential members with their Credit Union needs; provide expertise with respect to more complex Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc.; explain services, set up new accounts, assist members with their consumer lending needs, and respond to problems. Essential Functions & Responsibilities: Assist members and potential members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations. Explain loan programs to members and recommend loan options. Process loan applications and forwards to loan officer for decision. Prepare and/or review all loan documents for completeness and accuracy. Disburse approved loans in a timely manner. Identify cross-sell opportunities and cross-sell same to members. Follow up with members after loan disbursement either by mail or phone inclusive of member onboarding calls. Responsible for compliance with Credit Union policies including the Bank Secrecy Act and Customer Identification Program. Perform other related duties as assigned. Performance Measurements: 1. Adhere to the Credit Union Service Standards in all interactions both internal and external as well as employing CML (Creating Member Loyalty) skills. 2. Produce assigned loan and deposit volume. 3. Sell assigned volume of insurance products. 4. Cross-sell a new product or service to members with whom they work. 5. Qualify for, obtain and maintain annual registration in the Nationwide Mortgage Licensing System and Registry (NMLS). 6. Qualify and obtain a Credit Life and Disability License. Knowledge and Skills: Experience Three years to five years of similar or related experience. Education A high school education or GED. Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills Working knowledge of regulations relating to all Credit Union deposit products (Reg E, Reg CC, Reg D, Truth-in-Savings Act). Must have good communication and organizational skills and computer knowledge. Physical Requirements This is sedentary work which requires the following physical activities: bending, stooping, kneeling, crouching, sitting, walking, finger dexterity, feeling, repetitive motions, talking, hearing and visual acuity. Specific vision abilities required for this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. As required or requested, may exert up to 25 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. Work Environment Generally inside work with occasional exposure to weather conditions. This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Benefits: Bonus based on performance Competitive salary Employee discounts Health insurance Opportunity for advancement Paid time off Fitness Growth Capital (FGC) is a private equity-backed Crunch Fitness franchisee scaling from 12 locations to 40+. Reporting directly to the Controller, the Senior Accountant is a foundational hire on a lean, high-performing Finance team. Accounting & Close · Create and post journal entries in Sage Intacct with a clear understanding of the financial statement impact of each entry · Perform balance sheet account reconciliations each fiscal period on a timely basis; roll forward account balances and explain period-over-period changes · Help maintain clean, audit-ready books as the company transitions historical data into Sage Intacct Multi-Entity, Audit & Compliance · Support multi-entity accounting as new club LLCs are added through organic growth and acquisitions, including integration accounting for newly acquired locations · Assist the Controller with bank covenant compliance calculations and other complex analyses tied to the company's credit facility Process Improvement & Systems · Assist in critical project to convert company's cash-basis interim financials into audit-ready, GAAP accrual-basis books in Sage Intacct for the full post-close 2026 period. · Serve as a key stakeholder in the ongoing Sage Intacct implementation, configuration, and post-go-live optimization · Recommend and help implement modifications to accounting systems, workflows, and internal controls as the club count scales from 12 to 40+ Experience & Skill Requirements · 5+ years of progressive accounting experience in a dynamic, growing organization; multi-unit or multi-entity franchise environment strongly preferred · Bachelor's degree in accounting; CPA or progress toward CPA preferred · Experience navigating a modern, cloud-based ERP System, with Sage Intacct experience strongly preferred · Hands-on ERP implementation experience · Private equity-backed company experience, including sponsor reporting cadence and credit facility compliance, strongly preferred · Transaction accounting / M&A accounting experience a plus · Advanced accounting expertise and complex technical knowledge, including multi-entity consolidations, ASC 606 revenue recognition, ASC 842 lease accounting, and purchase accounting for acquired locations · Ability to meet strict financial reporting deadlines in a fast-paced, high-growth environment Flexible work from home options available.