Job Results
Financial Services
Posted 1 week
Universal Banker I
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. Responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. Serve as both a Teller and Personal Banker to support customer and team needs. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: · Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships. · Proactively communicates with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance. · Apply need-based sales techniques and conducts customer financial profiles to attract, expand, and retain client relationships by identifying products and services. · Maintain a working knowledge of banking products and promotions. · Open new accounts and service existing accounts. · Accountable for achievement of defined sales and service goals. · Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client’s experience. · Work to understand the root causes of customer service issues. · Identify and implement resolutions for service issues involving supervisors on more complex issues. · Conduct onboarding activities for new clients. · Provide backup support to other branches and employees as needed. · Work on the teller line when needed including operating the teller drawer and performing advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions. · Perform accurate transactions, balance each day, and verify cash totals. · Scan daily proof work to the remote capture machine. · Provide assistance and training to other colleagues and serve as a mentor. · Practice ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty. Required Knowledge, Skills and Competencies: · Highly motivated team-player with ability to develop and maintain collaborative relationships. · Strong written and verbal communication skills. · Intermediate PC proficiency. · Intermediate proficiency in Google Docs and Microsoft Office products. Industry and Work Experience: · 1 or more years of customer service experience required. · Cash handling or sales experience preferred. Academic: · High school diploma or GED required. · Bachelor’s degree in business or related field preferred. 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
Finance – Healthcare Budget Analyst
Jacksonville, FL 32205
Req #689 5450 Ramona Blvd, Jacksonville, FL 32205, USA Job Description Posted Tuesday, March 24, 2026, 11:00 PM PACE Place provides coordinated medical and social services to elders who want to remain in their home but need support to do so. PACE Place provides Medical, Rehabilitation, In-Home Assistance, Transportation, Social Work, and Day Center services for patients in our care. Position Summary The Healthcare Budget Analyst provides financial and operational support within a healthcare program environment. This role is responsible for supporting budgeting, financial analysis, accounts payable and receivable processes, and claims administration. The position collaborates with internal teams and external partners to ensure accurate financial reporting, compliance, and efficient processing of claims and payments. The role also contributes to financial planning, reporting, and process improvement initiatives. Essential Functions Support accounts payable and receivable processes, including invoice coding, payment tracking, and reconciliation Assist with claims processing activities to ensure accuracy, timeliness, and compliance Analyze financial data and prepare reports to support budgeting and decision-making Monitor and track reserves and financial obligations, including incurred but not reported (IBNR) items Collaborate with internal and external stakeholders to resolve claims, billing, and payment discrepancies Assist in financial close processes and support audit activities as needed Review and validate financial and claims-related data for accuracy and completeness Support vendor coordination, onboarding, and payment processes Conduct financial analysis to identify trends, risks, and opportunities for improvement Maintain documentation and ensure compliance with applicable regulations and standards Participate in process improvement initiatives to enhance efficiency and accuracy Perform other related duties as assigned Qualifications Knowledge and Critical Skills Strong analytical and problem-solving skills Effective verbal and written communication skills Proficiency in spreadsheet and data analysis tools Ability to manage multiple priorities and meet deadlines Knowledge of financial reporting and accounting principles Ability to maintain confidentiality and handle sensitive information Strong organizational and time management skills Ability to work collaboratively in a team environment Experience 3–5 years of experience in finance, accounting, or business operations Experience in claims processing or healthcare financial operations preferred Experience working in regulated environments preferred License / Certification Not Applicable Education Bachelor’s degree in Accounting, Finance, or a related field, or equivalent experience Other Requirements Ability to work a standard business schedule Valid driver’s license may be required for occasional local travel Ability to sit for extended periods and perform computer-based work Basic understanding of healthcare or related service environments preferred The knowledge, skills and abilities listed above are typically acquired through the levels of education and experience listed. However, any equivalent combination of education and/or experience, which provide an applicant with the listed knowledge, skills, and abilities to perform the essential duties and responsibilities of the job, is acceptable. This description is intended to describe the general nature and level of work performed by employees assigned to this role. It is not intended to be an exhaustive list of all duties, responsibilities, qualifications, or working conditions required of employees in this position. The organization reserves the right to modify or amend the duties of the position or to require that additional tasks be performed as organizational needs change. This description does not constitute a contract of employment, and employment with the organization is at-will, meaning either the employee or the organization may terminate the relationship at any time, with or without cause or notice. ADA Statement / Disclaimer PACE Place is committed to complying with all applicable provisions of the Americans with Disabilities Act (ADA), as amended. We provide reasonable accommodations to qualified individuals with disabilities to ensure equal access to employment opportunities and the ability to perform the essential functions of a position. If you require an accommodation to complete the application process, interview, or perform the essential functions of a role, please contact Human Resources at [email protected]. We participate in E-Verify to confirm the employment eligibility of all newly hired employees. Where applicable, and as required by law, employment with PACE Partners of Northeast Florida may be contingent upon successful completion of a background screening initiated by the organization through the Florida Agency for Health Care Administration (AHCA) Background Screening Clearinghouse. More information about the Clearinghouse, including positions that require screening, can be found here: https://info.flclearinghouse.com. Equal Opportunity Employer Job Details Job Family Accounting & Finance Job Function Indirect Pay Type Salary Employment Indicator Employee 5450 Ramona Blvd, Jacksonville, FL 32205, USA
Posted 1 week
Director, KYC and Onboarding Horizontals Business Strategy and Execution Lead – Services
Citi - Jacksonville, FL
Job Req Id: 26948871 Location(s): Jacksonville, Florida, United States, Wilmington, Delaware, United States, Schaumburg, Illinois, United States Job Type: Hybrid Posted: Mar. 24, 2026 Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview The Credit Risk – Change Management & Intake, Vice President, serves as a strategic individual contributor responsible for overseeing the intake, prioritization, and execution of credit risk–related changes across the USCC organization. This role ensures that all initiatives align with profitability objectives, regulatory expectations, and strong risk management disciplines. The VP drives operational excellence by managing control breaks, supporting critical business-as-usual (BAU) processes, and ensuring that changes impacting credit risk strategy are delivered with rigor, transparency, and efficiency. This position requires strong analytical, project management, and cross-functional leadership skills to influence stakeholders across risk, operations, technology, compliance, and finance. The individual will ensure changes are governed effectively, risks are mitigated, and outcomes support both financial and risk discipline goals. Key Responsibilities: Change Management Leadership: Lead the end-to-end change management lifecycle for credit risk initiatives, such as regulatory updates, credit policy evolution, system enhancements, and new product introductions. Maintain and continuously refine an intake and prioritization framework that aligns change requests with enterprise credit risk strategy. Oversee execution of change initiatives, ensuring delivery against timelines, budget parameters, quality standards, and risk controls. Control Break Management & Remediation: Identify, assess, and manage control breaks across credit risk processes, ensuring timely remediation. Partner with internal control, audit, and compliance teams to strengthen governance and enhance internal control frameworks. Implement ongoing process monitoring and continuous improvement measures to prevent recurrence and bolster operational resilience. Business-as-Usual (BAU) Oversight: Support core BAU credit risk processes, including reporting, risk assessments, and compliance checks, ensuring accuracy, control adherence, and operational stability. Ensure BAU activities effectively balance profitability targets with sound risk management. Identify opportunities to streamline BAU processes, improve efficiency, reduce operational friction, and uphold strong control standards. Cross-Functional Collaboration & Stakeholder Management: Partner with technology, operations, risk governance, compliance, and product teams to ensure seamless delivery of credit risk changes. Lead or contribute to governance forums and cross-functional working groups, supporting alignment on priorities, risks, and execution timelines. Serve as a key contact for senior leaders, providing clear communication on project status, risks, impacts, and strategic alignment. Risk & Profitability Alignment: Evaluate the impact of credit risk changes, control break remediation, and BAU performance on the overall risk profile and profitability outcomes. Use data-driven insights to recommend optimizations that enhance both financial performance and Citi’s risk profile. Collaborate with risk and finance partners to quantify the financial implications of credit risk changes and ensure alignment with profitability objectives. Process Optimization & Continuous Improvement: Lead efforts to modernize and optimize change management and intake processes, ensuring agility, scalability, and alignment with emerging risk and regulatory trends. Leverage process improvement methodologies (e.g., Lean, Six Sigma) to improve efficiency, quality, and control. Champion a culture of continuous improvement, innovation, and technology-enabled transformation within the credit risk ecosystem. Key Qualifications: Educational Background: Bachelor’s degree in Business, Finance, Risk Management, or a related field. Advanced degrees and certifications in project management or risk management are a plus. Leadership & Change Management Experience: 6+ years of experience in credit risk, change management, or project management roles, with a proven track record of managing complex change initiatives. Experience managing control breaks and BAU activities within a highly regulated financial services environment. Strong project management skills, with experience in developing and executing detailed plans to deliver changes on time and within budget. Risk & Control Expertise: Deep understanding of credit risk management, risk control frameworks, and regulatory requirements related to credit risk. Demonstrated ability to identify and manage risks associated with credit risk changes and control breaks, ensuring timely remediation and long-term solutions. Cross-Functional Collaboration: Strong collaboration and stakeholder management skills, with experience working across risk, operations, technology, and compliance teams. Proven ability to influence and drive consensus among senior leaders and cross-functional teams, ensuring alignment on change priorities and risk management goals. Analytical & Financial Acumen: Strong analytical skills, with the ability to use data and metrics to evaluate the impact of credit risk changes on profitability and risk performance. Experience working with finance and risk teams to ensure changes are aligned with the organization’s financial and risk management objectives. Process Improvement Mindset: Experience leading process improvement initiatives using methodologies such as Lean or Six Sigma to optimize change management and risk control processes. A commitment to continuous improvement, with the ability to identify and implement more efficient, effective ways of managing credit risk changes. - Job Family Group: Risk Management - Job Family: Portfolio Credit Risk Management - Time Type: Full time - Primary Location: Jacksonville Florida United States - Primary Location Full Time Salary Range: $103,920.00 - $155,880.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Analytical Thinking, Constructive Debate, Escalation Management, Industry Knowledge, Policy and Procedure, Policy and Regulation, Process Execution, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: Mar 30, 2026 - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
Posted 1 week
Credit Risk – Change Management & Intake, Vice President (Hybrid)
Citi - Jacksonville, FL
Job Req Id: 26948871 Location(s): Jacksonville, Florida, United States, Wilmington, Delaware, United States, Schaumburg, Illinois, United States Job Type: Hybrid Posted: Mar. 24, 2026 Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview The Credit Risk – Change Management & Intake, Vice President, serves as a strategic individual contributor responsible for overseeing the intake, prioritization, and execution of credit risk–related changes across the USCC organization. This role ensures that all initiatives align with profitability objectives, regulatory expectations, and strong risk management disciplines. The VP drives operational excellence by managing control breaks, supporting critical business-as-usual (BAU) processes, and ensuring that changes impacting credit risk strategy are delivered with rigor, transparency, and efficiency. This position requires strong analytical, project management, and cross-functional leadership skills to influence stakeholders across risk, operations, technology, compliance, and finance. The individual will ensure changes are governed effectively, risks are mitigated, and outcomes support both financial and risk discipline goals. Key Responsibilities: Change Management Leadership: Lead the end-to-end change management lifecycle for credit risk initiatives, such as regulatory updates, credit policy evolution, system enhancements, and new product introductions. Maintain and continuously refine an intake and prioritization framework that aligns change requests with enterprise credit risk strategy. Oversee execution of change initiatives, ensuring delivery against timelines, budget parameters, quality standards, and risk controls. Control Break Management & Remediation: Identify, assess, and manage control breaks across credit risk processes, ensuring timely remediation. Partner with internal control, audit, and compliance teams to strengthen governance and enhance internal control frameworks. Implement ongoing process monitoring and continuous improvement measures to prevent recurrence and bolster operational resilience. Business-as-Usual (BAU) Oversight: Support core BAU credit risk processes, including reporting, risk assessments, and compliance checks, ensuring accuracy, control adherence, and operational stability. Ensure BAU activities effectively balance profitability targets with sound risk management. Identify opportunities to streamline BAU processes, improve efficiency, reduce operational friction, and uphold strong control standards. Cross-Functional Collaboration & Stakeholder Management: Partner with technology, operations, risk governance, compliance, and product teams to ensure seamless delivery of credit risk changes. Lead or contribute to governance forums and cross-functional working groups, supporting alignment on priorities, risks, and execution timelines. Serve as a key contact for senior leaders, providing clear communication on project status, risks, impacts, and strategic alignment. Risk & Profitability Alignment: Evaluate the impact of credit risk changes, control break remediation, and BAU performance on the overall risk profile and profitability outcomes. Use data-driven insights to recommend optimizations that enhance both financial performance and Citi’s risk profile. Collaborate with risk and finance partners to quantify the financial implications of credit risk changes and ensure alignment with profitability objectives. Process Optimization & Continuous Improvement: Lead efforts to modernize and optimize change management and intake processes, ensuring agility, scalability, and alignment with emerging risk and regulatory trends. Leverage process improvement methodologies (e.g., Lean, Six Sigma) to improve efficiency, quality, and control. Champion a culture of continuous improvement, innovation, and technology-enabled transformation within the credit risk ecosystem. Key Qualifications: Educational Background: Bachelor’s degree in Business, Finance, Risk Management, or a related field. Advanced degrees and certifications in project management or risk management are a plus. Leadership & Change Management Experience: 6+ years of experience in credit risk, change management, or project management roles, with a proven track record of managing complex change initiatives. Experience managing control breaks and BAU activities within a highly regulated financial services environment. Strong project management skills, with experience in developing and executing detailed plans to deliver changes on time and within budget. Risk & Control Expertise: Deep understanding of credit risk management, risk control frameworks, and regulatory requirements related to credit risk. Demonstrated ability to identify and manage risks associated with credit risk changes and control breaks, ensuring timely remediation and long-term solutions. Cross-Functional Collaboration: Strong collaboration and stakeholder management skills, with experience working across risk, operations, technology, and compliance teams. Proven ability to influence and drive consensus among senior leaders and cross-functional teams, ensuring alignment on change priorities and risk management goals. Analytical & Financial Acumen: Strong analytical skills, with the ability to use data and metrics to evaluate the impact of credit risk changes on profitability and risk performance. Experience working with finance and risk teams to ensure changes are aligned with the organization’s financial and risk management objectives. Process Improvement Mindset: Experience leading process improvement initiatives using methodologies such as Lean or Six Sigma to optimize change management and risk control processes. A commitment to continuous improvement, with the ability to identify and implement more efficient, effective ways of managing credit risk changes. - Job Family Group: Risk Management - Job Family: Portfolio Credit Risk Management - Time Type: Full time - Primary Location: Jacksonville Florida United States - Primary Location Full Time Salary Range: $103,920.00 - $155,880.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Analytical Thinking, Constructive Debate, Escalation Management, Industry Knowledge, Policy and Procedure, Policy and Regulation, Process Execution, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: Mar 30, 2026 - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
Posted 1 week
Branch Manager East Jacksonville
Wells Fargo - Atlantic Beach, FL 32233
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking accomplished, people‑focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long‑term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence. Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes. Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities. Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance. Identify opportunities for making banking easier for customers through education and demonstration of available digital options. Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share. Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company. Required Qualifications: 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of leadership experience Desired Qualifications: Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance. Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management. Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives. Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment. Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders. Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience. Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company. Job Expectations: Ability to work a schedule that includes Saturdays. Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location. 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.
Posted 1 week
Customer Success Manager
Paysafe - Jacksonville, FL 32256
Date: 24 Mar 2026 Location: Jacksonville, FL, US, 32256 Company: Paysafe The Customer Success Manager (CSM), Direct Merchants, is responsible for managing and growing B2B merchant relationships, ensuring a seamless customer experience across the lifecycle. The CSM drives satisfaction, retention, and operational excellence by acting as a trusted advisor and collaborating cross functionally to deliver value. This role operates independently but in alignment with senior peers and leadership. Key Responsibilities Owner and manage a portfolio of B2B merchant accounts, ensuring high satisfaction and retention Serve as the primary point of contact for operational and strategic customer needs Develop a working understanding of customer goals and translate them into actionable plans Monitor customer health using tools like Salesforce and proactively address risks Coordinate with internal teams (Sales, Product, Support) to resolve issues and deliver solutions Identify and escalate growth opportunities to Relationship Management or Sales Deliver onboarding, training, and best practices to customer teams Respond to customer inquiries with a focus on timely, effective resolution Track and report on customer performance metrics and engagement Stay informed on product updates and communicate relevant changes to customers Contribute to internal knowledge sharing and process improvement initiatives Experience and Qualifications 2-4 years in customer success, account management, or support roles Experience working with B2B clients, ideally in payments or fintech Familiarity with platforms like Stripe, PayPal, Square, or similar Understanding of customer success principles and tools Ability to manage multiple priorities and collaborate cross functionally Candidate Attributes Strong communication and interpersonal skills Analytical and detail-oriented mindset Customer-first approach with a proactive attitude Team player with adaptability and a fast-paced environment Interest and merchant services and payment technologies Nearest Major Market: Jacksonville
Posted 1 week
Associate Specialist, BPS Operations Processing
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description Job Posting Description As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS? What you will be doing: Act as the primary liaison for client communications and relationship management Handle client inquiries via phone, email, or fax, and maintain client satisfaction Develop and coordinate account plans, project implementations, and client loyalty processes Research and resolve client problems, responding to inquiries and ensuring operational arrangements Manage client relationships, including tracking issues, coordinating resolutions, and maintaining communication Conduct regular client status calls and billing reviews, and provide billing support Educate clients on processes and procedures to enhance service efficiency Oversee commitment requests and project kick-offs to ensure proper resource allocation and adherence to target dates What you will need: Current or recent retirement services experience required Excellent verbal and written communication skills Good knowledge of FIS systems and the financial services industry Strong problem-solving abilities and customer service skills Ability to work independently and in a team, with flexibility in hours Experience in banking or financial services is preferred What we offer you: Opportunities to innovate in fintech Inclusive and diverse team atmosphere Professional and personal development Resources to contribute to your community Competitive salary and benefits FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $0.00 - $999,999,999.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. 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
Vice President, Commercial Credit
VyStar Credit Union - Jacksonville, FL 32202
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Vice President, Commercial Credit ACCOUNTABILITY STATEMENT The Vice President, Commercial Credit reports to the Senior Vice President, Commercial Credit. The incumbent will be responsible for providing leadership and direction over the commercial credit and loan functions, which includes credit analysis, underwriting, and approval, and general risk management. This position is a member of the Credit Union Loan Committee and must effectively communicate and interact with the most senior level executives. This role has the responsibility for strategic planning and consistently evaluating operational goals for the Commercial Credit Department. The VP of Commercial Credit provides oversight for the development, maintenance, and monitoring of business lending policies, procedures, and processes necessary to ensure that VyStar’s business/commercial lending products are underwritten and managed using safe and sound practices that are consistent with the credit union’s credit culture, economic environment, and compliant with all regulatory laws and guidelines. Continually looks for opportunities to improve processes and implements improvements that will drive first-class member experiences. Ensures team is properly hired, developed, coached, and motivated to provide excellent member services that will drive organizational goals. Oversees the execution of a variety of complex business and commercial loan underwriting, loan origination and closing functions involving Commercial & Industrial (C&I), Commercial Real Estate (CRE), syndication and participation, equipment and vehicle financing, business credit cards and other specialized loan products while providing effective member service in conformance with established policies and procedures. ESSENTIAL JOB FUNCTIONS Guides and directs proper application of procedures and policies by managers to achieve quality service, improve productivity, maintain confidentiality, and security controls, which will provide positive response to member’s requests for services. Reviews and approves or instructs staff in processing exceptional or extraordinary transactions or responding to members who request services outside of established policies and procedures. Ensures all complaints are investigated and efficiently resolved. Ensures all credit requests are accurately stated, properly graded and collateral is structured precisely. Ensures compliance with laws and regulatory requirements. Utilizes delegated lending authority to approve credit transactions consistent with VyStar Credit Union’s policies, credit culture, and risk appetite. Provide thought-leadership and make key contributions to the formulation of the Commercial Credit Department’s business strategy. Advise on trends that are most relevant to the Credit Union’s goals. Stay abreast of industry trends and regulations to ensure business growth and risk management. Continuously evaluate processes and technology, recommending process improvements and the necessary software to gain efficiencies and/or enhance user experience. Support development of the Commercial Credit Department’s vision, strategy, and a roadmap, and lead the team and its business partners in effective execution. Foster a culture of innovation, transparency and accountability and promote a “member-first” and “staff-first” mentality at all levels within the team. Develop each manager to their highest potential by identifying their areas of improvement and appropriately coaching, training, or correcting the employees’ performance. Hold employees accountable for their performance, attitude, and behavior. Provide recognition for employees who perform at a high level. Oversees the preparation for and participation in federal and state examinations, internal audits and independent third-party audits of business loan portfolio and lending practices. Complete ad hoc projects designated by the Chief Lending Officer or SVP Commercial Credit. Provides analysis and recommendations to Allowance for Loan and Lease Losses (ALLL) Committee on general and specific reserves for business loans with identified weaknesses including collateral evaluation scenarios (best case/worst case) and cash flow interpretations. Responsible for the completion of self-monitoring program (SMP) and enterprise risk management (ERM) tasks and processes applicable to business lending functions. Actively participate in weekly Business Loan Committee sessions, providing feedback and recommendations to Loan Committee members for loans being presented and reasoning behind recommended approvals and/or declines. Drives and oversees the business loan committee agendas, agenda items, committee minutes, appropriate signoffs and related reporting. Reviews and analyzes all credit write-ups that require Business Loan Committee member approval. Determines if credits meet sound underwriting standards and do not pose greater than normal risk to VyStar. Approves or declines credit requests within assigned loan authority and recommends approval/declination of credit requests which exceed assigned authority. Develops and maintains Key Risk Indicators (KRI) and Key Performance Indicators (KPI) reporting and operational metrics. Actively participate – and lead, when appropriate – in key re-engineering projects to enhance Commercial Services lending processes and procedures. Responsible for the coordination and integration responsibilities involved with the Credit Union’s Merger and Acquisition Strategy. This includes reviewing M&A loan policies and procedures, overseeing the development of policies and procedures that support the successful migration of new credit teams into the Credit Union culture and environment. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job: Focus – Focus your full attention by carefully listening to and observing client or member. Connect – Consistently be friendly and approachable. Demonstrate your care. Understand – Listen empathetically and ask questions (70%/30% rule). Counsel – Recommend solutions based on your member’s needs and objectives. Advance – Ensure that member’s expectations were exceeded. Verify necessary follow-up actions. JOB KNOWLEDGE, SKILLS & ABILITIES 10+ years of experience in a business/commercial credit, production, underwriting and servicing environment within a financial institution. Strong preference for a minimum five (5) years of credit approval experience. 5+ years of experience supervising others operating in a commercial credit environment. Strong analytical, critical thinking, and problem-solving skills; including the ability to take ownership and work independently while contributing to the broader team Strong leadership and negotiation skills with business and technical groups including ability to share knowledge resolve conflict and build consensus among many stakeholders. Positive outlook, strong work ethic, and responsiveness to all internal and external stakeholders. Excellent verbal and written communication skills necessary to document and write business recommendations. Successful track record of leading projects and project teams in a dynamic, fast paced environment. Comfortable with ambiguity and willing to take well-reasoned steps in new endeavors. Demonstrates the ability to set and model positive examples in attitude, behavior, and work ethic. Ethical and effective in the handling of sensitive, confidential, and proprietary information. Needs to provide realistic and honest feedback regarding risk and potential to Senior and Executive Leadership. Advanced knowledge and understanding of business and personal tax returns, financial statements, financial analysis, cash flow, profitability, liquidity, leverage and risk management, commercial credit, and loan system applications. Demonstrated ability to successfully structure complex credit requests that minimize risk while providing member value. Ability to analyze and understand applicable laws, regulations, regulatory guidance, and State & NCUA regulatory expectations. EDUCATION Bachelor's degree in Finance, Business or Accounting or equivalent work experience. Required training: formal credit analysis training DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. Extensive periods of sitting and computing. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 1 week
Merrill Advisor Development Program- Financial Advisor: North Florida Market
Bank of America - Jacksonville, FL
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics: As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements We’ll help you: Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: Handles inbound inquiries from leads regarding Merrill offerings Positions the extensive capabilities of Merrill and Bank of America Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility Proven ability to assess needs and recommend appropriate solutions/interventions Proven ability to work collaboratively on a team and with key partners Proven ability to listen and probe for clarity and understanding Goal and results oriented Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Ability to work in an environment where the majority of your compensation is tied to your performance Strong follow-through skills Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously Skills: Business Acumen Business Development Oral Communications Prospecting Wealth Planning Analytical Thinking Client Experience Branding Client Investments Management Portfolio Analysis Risk Management Active Listening Client Solutions Advisory Emotional Intelligence Referral Management Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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. Responsibilities: Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units LOB Job Description: Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Securities Settlement and Custody Operations teams execute manual processes and monitor automated processes to ensure all transactions associated with an account have been processed and settled such as depositing final dividend payments into the correct account, ensuring asset trades are completed without error, and balancing of trade activity. After a request to buy or sell an asset is received, the Perform Securities Settlement team is notified of the net dollar amount of trades being sent to or from each Fund Family. A Fund Family is an investment company that has an agreement with Merrill Lynch to allow clients to purchase shares of their products, including mutual funds, money markets, alternative investments, etc. The Perform Securities Settlement team enters the information accurately and timely into the system. This team completes a high volume of transactions daily within strict timelines. A successful Transaction Management Operations Analyst on this team: • Performs a completeness, accuracy and risk assessment of outgoing payments or according to the established guidelines and procedures. • Researches and resolves numerical errors received on a report or when an internal or external business partner notifies the team by applying procedures and escalation using a trouble shooting guide and engaging support partners when needed. • Responds to internal or external business partner inquiries related to errors via written communication and escalates more challenging issues to leadership as needed. • Understands 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 of how the work impacts other operational units.. Required Skills: Attention to Detail Prioritization Analytical Thinking Problem Solving Research Written Communications Numerical Reasoning Skills: Attention to Detail Customer and Client Focus Oral Communications Prioritization Problem Solving Account Management Analytical Thinking Coaching Written Communications Mentoring Research Result Orientation Shift: 1st shift (United States of America) Hours Per Week: 40