Job Results
Financial Services
Posted 1 week
Financial Customer Associate – Jacksonville
Fidelity Investments - Jacksonville, FL 32246
Job Description: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite every other week (M-F, all 5 days). Onsite expectations are likely to evolve as the rollout continues. Note: Fidelity will not provide immigration sponsorship for this position. The Role Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Jacksonville site. In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences. Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching. Rewards & Recognition: Your achievements will be celebrated as you progress through the program. This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role. The Expertise and Skills you Bring Ability to establish rapport and relationships through effective communication Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers. Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.) Proficiency in navigating and troubleshooting basic technology issues or systems. Handle a variety of situations and conversations driving towards a resolution suitable for all Self-motivated teammate with strong social skills who brings energy and passion to the team Minimum 1 year of customer service experience High School diploma or GED required The Value you Deliver A passion for helping people Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making Provide outstanding customer service and communication via voice or digital channels Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed) Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8 hour shift between the hours of 12:00pm – 8:30pm EST. 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: Category: Customer Service 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 1 week
Homebuilder Portfolio Manager
Ameris Bank - Jacksonville, FL
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate. Job Summary The Homebuilder Portfolio Manager facilitates efficient operations, optimizes relationship management and portfolio growth, executes compliance and collections procedures, and serves as a client contact. Responsible for working on loan structure and terms, leading loan requests, and assisting with the overall management of the portfolio assigned. The Homebuilder Portfolio Manager will require direct client contact, providing financial analysis to maximize profitability, and is a valuable member of the support team for the client. Performs other projects and duties as assigned. Essential Functions, Duties and Responsibilities Uses CRM along with other Bank tools to track and log activities, manage pipeline, and submit loan requests. Thoroughly collects customer and prospect financials which may include loan applications, tax returns, income statements, bank statements, and other relevant data. Reviews customer and prospect financials and other relevant data to identify discrepancies and inconsistencies; follows through to verify accurate information and resolve issues. Monitors reports to identify maturing and delinquent accounts. Administers renewal processes and performs collections procedures for assigned customer portfolio. Maintains records and obtains documentation in compliance with internal contracts, operational procedures, and risk management policies. Identifies business development and cross-sell opportunities and makes referrals. Maintain knowledge of bank products, programs, services and promotions, and how they can be offered to clients. Assist Underwriter(s) in loan approval processes; preparing documents for the Officer Loan Committee. Facilitates prospecting and marketing efforts by developing materials, scheduling and coordinating meetings and events. Serves as a liaison with clients, internal and external contacts to facilitate communication and assist with loan closing and account opening processes. May accompany Homebuilder Bankers on meetings and appointments to assist with relationship management and support account opening or loan closing processes. Assist with the preparation of detailed analysis of borrower's financials for new and renewal loans and prepare Loan Committee approvals and updates as needed. Assist with the monitoring of the loan portfolio through report preparation and maintenance. Assist Underwriter(s) in financial covenant testing for borrowers. Prepare Market Studies and Annual Reviews as needed. Manage all needed resources that will efficiently obtain the credit approval of loans requiring approvals above individual officer limits. Assist with the presentation of loan requests to the respective committees for approval. Participate in business development efforts with Account Officers which would include prospect call support and identifying potential additional product needs during underwriting. Exhibit a thorough understanding of the Ameris Bank credit culture and the terms and conditions under which loans should be presented and closed. Practices ethical sales behaviors in accordance with Ameris’ core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services. Required Knowledge, Skills and Competencies Intermediate Computer and Microsoft Office proficiency. Thorough knowledge of banking policies, procedures, products and services. Demonstrates commitment to quality customer service and ability to meet or exceed service goals. Able to analyze and record detailed information and produce accurate, high quality work products. Able to research, analyze, identify viable options, draw sound conclusions, present findings and make thoughtful recommendations considering overall risk and short-term and long-term impact. Strong interpersonal skills with emphasis on relationship building both internally and with Ameris clients and prospects. Highly developed communication skills including the ability to write clear and concise correspondence. Capability to independently and proactively manage various relationships and effectively manage multiple priorities. Advanced proficiency in Moody's software and cash flow analyses preferred. Exceptional credit and analytical skills. Ability to advocate persuasively. Industry and Work Experience Minimum of 2 years’ experience analyzing and/or structuring loan transactions in a corporate lending environment, including developing cash flows and analyses. Banking compliance or risk management experience preferred. Academic Bachelor’s degree in business or related field required. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers’ Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicantss of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Posted 1 week
Senior Manager, Workplace Management (R-19608)
Dun & Bradstreet - Jacksonville, FL
Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. For over 180 years, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. We are looking for a Senior Manager to become a member of our Global Workplace Management Team. This role will be responsible for leading the facilities department and managing facilities operations for all North American activities. This is a leadership role that will drive a team to advocate for the development, implementation, maintenance, physical operational integration, and custodial control of all North American facilities with direct responsibility for the Jacksonville HQ. The Senior Manager, Workplace Management will manage both the hard and soft services to ensure that team members are safe, secure, and comfortable and our core business is well supported. Planning, prioritizing and coordinating with all business partners are the fundamental skills you are bringing to drive forward the facilities function for D&B’s operations in North America. Essential Skills and/or Certifications Relevant experience in similar role for 5+ years in facilities management, operational and/or managerial roles Experience in implementing Health, Safety & Quality management policies and procedures to ISO standards & legislation Project Management experience preferred Professional membership in relevant body would be beneficial Understanding of managing local budgets Service orientated and a team player Strongly motivated to deliver a world class standard of support and guidance to the business Strong planning, organizational and problem-solving skills. Excellent communication skills (both verbal & written) Reliable, responsible and responsive person, who will bring professional approach to the role is essential Proficiency in Microsoft Office Suite skills Show an ownership mindset in everything you do. Be a problem solver, be curious and be inspired to take action. Be proactive, seek ways to collaborate and connect with people and teams in support of driving success. Continuous growth mindset, keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors as well as widen and broaden your competencies through structural courses and programs. Where applicable, fluency in English and languages relevant to the working market. Benefits We Offer · Generous paid time off in your first year, increasing with tenure. · Up to 16 weeks 100% paid parental leave after one year of employment. · Paid sick time to care for yourself or family members. · Education assistance and extensive training resources. · Do Good Program: Paid volunteer days & donation matching. · Competitive 401k with company matching. · Health & wellness benefits, including discounted Wellhub membership rates. · Medical, dental & vision insurance for you, spouse/partner & dependents. All Dun & Bradstreet job postings can be found at https://jobs.lever.co/dnb. Official communication from Dun & Bradstreet will come from an email address ending in @dnb.com. Notice to Applicants: Please be advised that this job posting page is hosted and powered by Lever, a subsidiary of Employ Inc. Your use of this page is subject to Employ's Privacy Notice and Cookie Policy, which governs the processing of visitor data on this platform. Equal Employment Opportunity (EEO): Dun & Bradstreet provides equal employment opportunities to applicants and employees without regard to race, color, religion, creed, sex, age, national origin, citizenship status, disability status, sexual orientation, gender identity or expression, pregnancy, genetic information, protected military and veteran status, ancestry, marital status, medical condition (cancer and genetic characteristics) or any other characteristic protected by law. Know Your Rights: Workplace Discrimination is Illegal - The current poster can be found here. We participate in E-Verify - The current poster can be found here. Accommodations information for applicants with disabilities: Dun & Bradstreet is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with Dun & Bradstreet, please send an e-mail to [email protected] to let us know the nature of your accommodation request and your contact information. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please visit https://bit.ly/3LMn4CQ.
Posted 1 week
Brokerage Registered Client Service Associate – Ponte Vedra, FL
Truist - Ponte Vedra Beach, FL 32082
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This position is located at 814 A1A North, Ponte Vedra, Florida - Monday - Friday. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement. 3. Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights. 4. Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions. 6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential. 7. Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment. 8. Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation. 9. Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires. 10. Maintain a professional environment and create a positive impression. 11. Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks. 12. Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met. 13. May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or equivalent experience and related training. 2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. 5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses. (Candidates will be considered if they are currently partially licensed and can obtain the additional license(s) during employment.) 6. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts. 7. Effective time management skills. 8. Ability to communicate effectively and professionally with clients, managers and other teammates. 9. Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information. 10. Ability to work in a self-directed fashion. 11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Preferred Qualifications: 1. Three years of experience in the securities industry. 2. Previous sales and/or banking experience. 3. Bachelor's degree in business, accounting, finance, banking or equivalent education and related training. 4. Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Posted 1 week
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: 21 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 1 week
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: 21 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 1 week
Analyst Lead, Outside Counsel
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Business Administration Job Description Are you interested in being a part of a collaborative, energetic, and business-oriented legal team? As an Outside Counsel Analyst Lead at FIS, you will play a key role in supporting and managing FIS’s end-to-end outside counsel program. This highly visible role partners directly with senior executives, Legal leadership, Finance, and outside law firms to help optimize legal spend, strengthen panel management, and deliver data-driven insights for a thriving Fortune 500 company in a dynamic financial technology industry. About the role: The Analyst Lead will serve as an experienced legal operations professional focused on outside counsel management, e-billing, matter management, and legal spend analytics. Brightflag experience is ideal, while a strong finance background is required, including budgeting, forecasting, invoice review, accruals, and financial reporting related to legal spend. What you will be doing: •Support and manage FIS’s end-to-end outside counsel program, including law firm panel governance, engagement processes, performance tracking, and operational reporting. •Serve as a key point of contact for outside counsel panel firms, coordinating matter openings, billing guidelines, rate management, performance expectations, and relationship management. •Partner directly with senior executives, Legal leadership, Finance, and business stakeholders to provide actionable insights on outside counsel utilization, matter status, budgets, and legal spend trends. •Administer and optimize Brightflag as the primary e-billing and matter management platform, including matter data, invoice workflows, reporting, user support, and process improvements. •Lead invoice review, billing guideline compliance, accrual processes, budget tracking, forecasting, and financial reporting for legal spend across the outside counsel program. •Analyze legal spend, matter activity, law firm performance, and panel utilization to identify trends, risks, savings opportunities, and process enhancements. •Prepare executive-level reporting, dashboards, presentations, and recommendations that support data-driven decisions regarding legal operations and outside counsel management. •Develop, maintain, and enhance outside counsel policies, billing guidelines, playbooks, workflows, and standard operating procedures, ensuring alignment with Legal and Finance requirements. •Drive continuous improvement initiatives across legal operations, including process automation, data quality, vendor performance management, and adoption of legal technology best practices. What you will need: •Bachelor’s degree or equivalent combination of education, training, or work experience. A strong finance, accounting, business, or analytics background is essential. •5+ years of progressive experience in legal operations, outside counsel management, e-billing, legal spend management, finance, or related corporate legal department operations. •Hands-on experience administering and using an e-billing tool for matter management, invoice review, budget tracking, reporting, and legal spend analytics. •Demonstrated experience managing outside counsel programs or law firm panels, including billing guidelines, rate management, vendor performance, and relationship management. •Advanced financial acumen, including experience with budgeting, forecasting, accruals, invoice review, variance analysis, and executive-level legal spend reporting. •Strong analytical skills, with the ability to interpret complex legal spend data, identify trends, and translate findings into clear business recommendations. •Excellent communication and stakeholder management skills, including experience working directly with senior executives, Legal leadership, Finance partners, and outside law firms. •High degree of judgment, professionalism, and ownership, with the ability to manage confidential information, competing priorities, and complex cross-functional initiatives. What we offer you: A multifaceted and challenging legal operations career with a high degree of responsibility A broad spectrum of legal operations experiences with a thriving Fortune 500 corporation in an innovative, ever-changing industry A modern work environment, and a collaborative and dedicated group of colleagues who look forward to working together as a team to accomplish our goals A competitive salary and a range of benefits designed to support your wellbeing The chance to work on high-impact legal operations, outside counsel management, and legal spend initiatives in financial services and information technology Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 1 week
Cyber Security Analyst Leads – Cyber Threat Hunting
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description FIS Management Services, LLC seeks Cyber Security Analyst Leads – Cyber Threat Hunting in Jacksonville, FL to serve as a technical lead within FIS Cyber Threat Hunting (CTH) program, driving proactive, hypothesis-based threat hunts across endpoint, network, identity and cloud telemetry to uncover stealthy adversary activity leading to reductions in attack dwell time in the FIS environment. Execute complex investigations using enterprise level EDR and SIEM platforms, correlate multi-source evidence and rapidly scope, contain and support remediation for incidents including malware, credential compromise and unauthorized access while clearly documenting hunt outcomes and investigative conclusions. Translate threat intelligence and adversary TTPs into high-fidelity behavioral analytics mapped to frameworks such as MITRE ATT&CK, and you will partner with the Security Operations Center, Penetration Testing Teams and Detection Engineering stakeholders to operationalize successful hunts into durable detections and improved response playbooks. Automate and scale hunting and investigative workflows through scripting languages (PowerShell/BASH), enrichment and data analysis to improve speed, consistency and signal quality. Lead threat hunting efforts in newly acquired or integrating M&A environments, where you will be required to rapidly assess unfamiliar architectures, establish baselines, and identify inherited risk and latent compromise. Hunt for pre- and post-acquisition adversary activity while informing integration and risk-reduction strategies. REQUIREMENTS: Bachelor’s degree or foreign equivalent in Computer Science, Cyber Security, Digital Forensics, or related field and seven (7) years of progressively responsible experience in the job offered or a related occupation: investigating endpoint-based security threats using enterprise Endpoint Detection and Response (EDR) solutions, including analysis of behavioral detections, process execution trees, command-line activity, and persistence mechanisms to identify and contain malicious activity; developing, tuning, and investigating security detections using SIEM platforms in an enterprise environment, including analysis of authentication logs, endpoint telemetry, network events, and cloud audit logs; supporting cybersecurity incident response activities, including triage, scoping, containment, and remediation of incidents including malware infections, credential compromise, and unauthorized access; utilizing scripting languages including Python, PowerShell, and Bash to automate security workflows, analyze security data, enrich security alerts, or support incident investigations; and consuming and applying threat intelligence, including indicators of compromise (IOCs), adversary tactics and techniques, and opensource intelligence, to enhance security detections and investigations. In the alternative, the employer will accept a Master’s degree in the above listed fields and five (5) years of experience in the above listed skills. Telecommuting and/or working from home may be permissible pursuant to company policies. QUALIFIED APPLICANTS: Please apply directly through our website by clicking on “Apply Now.” Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 1 week
Sr. Director, Production Operations (JAX, FL – Hybrid)
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description Location: Jacksonville, FL Office (Hybrid) Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. About the role You will lead a large, global production operations organization supporting Back Office technology platforms. This role owns the operational strategy, service reliability, production stability and continuous improvement agenda for critical production environments. Success is defined by measurable improvements in platform availability, incident prevention, operational readiness, support effectiveness, stakeholder confidence and client experience. What you will be doing • Lead and develop a large, global production operations organization across application support, service reliability, incident management, operational governance teams and service delivery teams. • Own production stability, availability, performance, resiliency and service health for business-critical Back Office platforms using clear KPIs, SLAs/SLOs and outcome-based measures to drive accountability and continuous improvement. • Provide calm, decisive leadership during high-severity incidents, client-impacting events and crisis situations, ensuring disciplined recovery and clear stakeholder communication. • Drive disciplined root cause analysis, problem management and permanent corrective actions to reduce repeat incidents and operational risk and client disruption. • Partner closely with product, technology, infrastructure, security, client support and business stakeholders to align production operations priorities with platform roadmaps, client commitments and business outcomes. • Strengthen change governance, release risk management, rollback planning and disaster recovery practices to protect service continuity, automation, observability, monitoring and proactive alerting to improve service continuity and operational resilience. • Modernize established support models and develop leadership talent, succession plans and a culture of accountability, collaboration, continuous improvement and client focus. • Manage the production operations including capital needs for software, hardware, consulting services. Required Qualifications • 10+ years of experience in technology operations, production support, infrastructure operations or a related discipline, including senior leadership of large-scale teams. • Proven success supporting mission-critical platforms in financial services or another highly regulated technology environment. • Demonstrated ability to lead 24x7 production operations, major incident response, service reliability and operational governance at scale. • Track record of improving production stability, reducing operational risk and delivering measurable service management outcomes. • Advanced stakeholder management skills, with the ability to influence across product, technology, business, security and infrastructure teams. • Strong understanding of incident, problem, change, release, disaster recovery and business continuity management practices. Experience managing internal and client-facing escalations. • Experience supporting modern application architectures, including APIs, middleware, batch processing, database platforms, containerized workloads, cloud-native services and high-volume transactional systems. • Strong technical understanding of cloud operations and hybrid infrastructure, including AWS, Azure, container platforms, virtualized environments, network connectivity, load balancing, DNS, certificates, storage, backup, restore and disaster recovery capabilities. • Experience with enterprise observability, monitoring, logging, alerting and AIOps capabilities, including tools such as Splunk, Dynatrace, Prometheus, Grafana, BigPanda or similar platforms. Preferred Qualifications • Experience leading operating model transformation, production support modernization and global follow-the-sun models. • Familiarity with security, resiliency and operational control expectations in regulated environments, including vulnerability management, access controls, audit readiness, SOC controls and third-party platform oversight. • Working knowledge of DevOps, SRE and automation practices, including CI/CD pipelines, infrastructure as code, runbook automation, scripting, toil reduction, deployment automation and self-healing operational patterns. Key skills and competencies • Executive presence, sound judgment and clear communication during critical production events. • Strategic, data-driven leadership with the ability to translate vision into disciplined execution and measurable outcomes. • Strong operational risk mindset with a focus on controls, resiliency, audit readiness and client impact reduction. • Technical fluency across cloud platforms, observability tooling, ITSM platforms, automation frameworks and production support technologies, with the ability to challenge, guide and prioritize technical remediation plans. What we offer you • A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities. • A modern, international work environment and a dedicated and motivated team. • The chance to work on some of the most challenging, relevant issues in financial services and technology. • A fantastic range of benefits designed to help support your lifestyle and wellbeing. • A work environment built on collaboration, flexibility and respect. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 1 week
Transaction Management Ops Analyst
Bank of America - Jacksonville, FL 32256
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Line of Business Description: Upon the receipt of a trade correction order request from internal partners, the Error Control team ensure the instructions are complete and correct, then follows procedures to correct the client account. Additionally, the team manages the transaction to settle the activity and distribute the associated profit and loss. Responsibilities: Performs an assessment of trade correction requests, then sends communications to complete the correction per established guidelines and procedures Research and resolves trade errors, allocations and discrepancies found in routine reports Responds to internal and external partner inquiries related to trade corrections and error resolution via email, phone, or workflow systems, escalating more challenging issues to leadership ensuring operational efficiency and quality client service Understand the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work affects other operational units Job Required Qualifications: Minimum 1 year experience with financial industry product support Demonstrated ability to manage a personal caseload and organize work to meet daily/weekly SLAs Ability to use Microsoft Excel to run macros, apply filters and understand PivotTables Experience using Microsoft Outlook to manage and organize daily email communications Job Desired Qualifications: Experience reviewing/booking trades or resolving trade exceptions/corrections for mutual funds, fixed income, equities, or money markets Coursework or work experience in operations, finance, or accounting Skills: Attention to Detail Customer and Client Focus Oral Communications Prioritization Problem Solving Account Management Analytical Thinking Coaching Written Communications Mentoring Research Result Orientation Numerical Reasoning Shift: 1st shift (United States of America) Hours Per Week: 40