Job Results
Financial Services
Posted 2 weeks
Tax Manager – Internal Tax Team – Partner Tax Matters
Deloitte - Jacksonville, FL 32202
Deloitte Services LP includes internal support areas such as Finance and Administration, Talent, Information Technology, Marketing and Communications, and Facilities Management. This Tax Manager role is part of our internal US Firms Tax ("USFT") team which is a subset of our Finance and Administration group. The USFT team is responsible for setting the tax policy for the Deloitte US Firms in the US and other countries where it has operations, as well as for all the domestic and foreign compliance for the Deloitte US Firms' entities Recruiting for this role ends on April 26th 2026. What You'll Do As a Tax Manager, you will be responsible for reviewing targeted income calculations and other partner-level income allocations, reviewing the allocation of state law adjustments, and reviewing federal and state partnership K-1s. You will also review the calculations of composite and withholding taxes and assist with producing and distributing the annual K-1 packages. You will also onboard, manage and retain our staff, and assist with transforming our people, processes, and technology. Produce and distribute annual partner K-1 packages, including allocations of income, deductions, and separately stated items to Deloitte US Firms partners. Assist in the preparation of composite nonresident income tax returns and certain partner-related information. Perform tax research as necessary regarding federal and state tax issues affecting the Deloitte US Firms and its partners. Collaborate on federal withholding information returns. Review selected general ledger accounts monthly for appropriateness of state tax accruals. Assist with engagement workflow management and supervise tax consultants on assigned engagements. Manage the annual partner state tax elections process and the collection of nonresident non-joiner affidavits, review per partner withholding, PET, and composite tax calculations. Assist with partner questions regarding federal or state or local tax matters related to their K-1 information and withholdings. Manage implementation of any federal or state or local tax related legislation. Make recommendations on business and process improvements related to Deloitte US Firms tax matters. The Team The Partner Tax Matters team is responsible for, allocating taxable income, preparing federal and state partnership K-1s, , and calculating state passthrough entity taxes ("PET"), composite, and other state withholdings, as well as producing and distributing the annual K-1 packages for all active and retired Deloitte US Firms partners. The team works remotely and from business hubs in Atlanta and Nashville/Hermitage. Qualifications Reqired: Bachelor's degree in Accounting/Taxation. 5+ years' experience of federal and state partnership tax compliance, tax research, and tax planning in a professional services firm. Strong knowledge of federal and state partnership tax compliance, tax research, and tax planning. Prior experience supervising tax professionals on a project or engagement basis. Ability to train and develop staff. Tax forecasting / planning experience. Partner level income allocations. Proficient in Excel. Ability to travel 0-15%, on average, based on the work you do and the clients and industries/sectors you serve. Limited immigration sponsorship may be available. Preferred: Advanced degree. CPA. Excellent communication skills. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $97,600 to $200,600. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. EA_ExpHire EA_FA_ExpHire
Posted 2 weeks
Association Property Accountant
Interlaced Property Solutions - Orange Park, FL 32073
*About us* Interlaced Property Solutions is a small business in Jacksonville, FL. We are professional, agile and our goal is to have you join our Team. If you are enthusiastic about making a meaningful contribution to our growing company and have a passion for finance and accounting, we invite you to apply for the Accounting Staff position at Interlaced Property Solutions. Help us deliver exceptional property management services and create thriving communities. Apply today! _Position Overview_ The Accounting Staff position at Interlaced Property Solutions is an entry-level role responsible for supporting the accounting department in creating accurate and timely financial records for our organization. Reporting to the Director of Finance, the Accounting Staff plays a crucial role in maintaining financial stability and ensuring smooth operations. The successful candidate will be responsible for managing the financial records of our Associations, including accounts payable and receivable, budgeting, and financial reporting. The ideal candidate will have experience in the field of accounting and a strong understanding of financial principles. We are looking for an individual who is organized, detail-oriented, and has excellent communication skills. _Responsibilities and Duties_ As a valued member of our team, the Accounting Staff will be engaged in both Accounts Receivable (AR) and Accounts Payable (AP) functions, with key responsibilities including: Posting monthly customer invoices promptly and with precision. Recording customer payments, including cash, checks, and credit card transactions. Providing reports on the financial status of the Associations to the Director of Finance. Investigating and resolving any discrepancies in customer accounts based on contract information. Ensuring meticulous documentation and organization of financial records. Conducting research on customer payments and assisting in collections when necessary. _Competencies_ We are looking for individuals who demonstrate the following competencies: *Financial Management:* Understanding financial processes and principles to contribute to the company's financial success. *Ethical Conduct:* Upholding the highest standards of ethics and integrity in all financial dealings. *Attention to Detail:* Being thorough and accurate in every task, maintaining the quality of financial records. *Organization:* Efficiently managing responsibilities and contributing to the smooth functioning of the accounting department. _Supervisory Responsibility_ The Accounting Staff position does not involve any supervisory responsibilities. _Work Environment_ This role is primarily based in a clerical, office setting, utilizing standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. _Physical Demands_ While the position is largely sedentary, filing duties may occasionally require lifting files, opening filing cabinets, and the ability to bend or stand on a stool as necessary. _Travel_ This position does not require any travel. _Qualifications_ To be successful in this role, candidates should have the following qualifications: A Bachelor's degree in accounting or equivalent relevant experience. _Other Duties_ Additional responsibilities may be assigned to support the dynamic needs of the organization. Please send your resume to [email protected] _Disclaimer_ This job description outlines the primary functions of the position and should not be considered an exhaustive list of all work requirements. Management reserves the right to assign or reassign duties and responsibilities at any time. Job Type: Full-time Pay: $44,000.00 - $54,000.00 per year Benefits: * Flexible schedule * Life insurance * Paid time off * Professional development assistance Physical Setting: * Office Work Location: In person
Posted 2 weeks
Tax Manager – Personal Financial Services
PwC - Jacksonville, FL
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You’ll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You’ll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity." Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the PwC Private Personal Financial Service team you shall help individuals with significant wealth and private wealth management structures with a range of advisory needs such as audit, tax compliance, and planning to improve their operational efficiency. As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. You shall also help clients develop, design, and implement plans to achieve their personal wealth goals and maintenance for future generations. Responsibilities - Supervise and mentor team members - Manage client service accounts and engagements - Solve complex problems for exceptional outcomes - Assist clients in achieving personal wealth objectives - Develop and implement wealth management plans - Improve clients' operational efficiency - Assure timely and quality deliverables - Build and maintain client relationships What You Must Have - Bachelor's Degree in Accounting - 5 years of experience - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart - In-depth knowledge in individual income tax planning - Proficiency in financial and wealth transfer planning - Skills in business succession and trust and estate work - Technical skills in income tax filings - Building and maintaining client relationships - Managing project workflow, budgets, and billing - Preparing complex written and verbal communications - Supervising teams and fostering trust - Coaching staff with meaningful feedback The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines #LI-Hybrid
Posted 2 weeks
Director, Treasury and Investments
Fortegra - Jacksonville, FL 32256
Job Description Reporting to the Senior Vice President, Treasurer, the Director of Treasury & Investments is responsible for oversight of both the Treasury and Investments functions. Provide general financial oversight, with particular attention to planning, budgeting, and reporting on the operational cash position and investment portfolio, with particular attention to corporate liquidity and risk management related to the company's financial activities. Direct oversight of a team responsible for processing daily cash and investments transactions. Coordinate information flow between finance, treasury, accounting, tax, custodian banks, and third-party investment managers. Review investment reports, portfolio analytics, and market updates and support oversight of portfolio positioning, duration management, and credit exposure. Duties and Responsibilities for Treasury: Support the Treasurer in managing liquidity, cash forecasting, capital deployment, capital planning initiatives, and balance sheet management. Maintain and continue to improve upon a system of policies and procedures that impose an adequate level of control over daily treasury activities. Oversight of team that processes payments through bank websites and portals including ACH and wires, foreign currency transactions, account transfers, and stop payments. Maintain banking relationships and communicate regularly with various banking counterparties regarding accounts and transactions as necessary. Open/close bank accounts and support corresponding testing processes and generally perform regular account management functions for the company’s bank accounts. Ensure that journal entries are properly booked to the general ledger via Oracle to reflect cash transactions processed. Produce daily/weekly/monthly reports for various internal stakeholders, as well as all necessary reporting for external stakeholders, including debt covenant reporting. Duties and Responsibilities for Investments: Responsible for helping to build out the company’s internal oversight, analysis, and reporting related to the investment portfolio. Serve as the day-to-day liaison with external asset managers overseeing the investment portfolio, coordinating information flow between finance, treasury, accounting, and third-party investment managers. Review investment reports, portfolio analytics, and market updates to support oversight of portfolio positioning, duration management, and credit exposure. Monitor portfolio activity, performance, and asset allocation relative to company investment guidelines, and analyze the impact of investment activity on capital, surplus, and financial results. Serve as the key relationship manager with custodian banks. Oversight of all investment accounting and reporting functions, including quarterly audit controls for investment portfolio, reconciliations between custodian statements and investment holding reports, monthly investment journal entries, and accurate investment reporting under statutory and GAAP frameworks. Support preparation of investment-related reporting for internal management, board materials, and external stakeholders and translate portfolio activity into financial reporting insights for senior management and finance leadership. The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Qualifications: A degree in Accounting, Finance, or a related field. 10+ years of experience within treasury, investment management, insurance finance, and/or investment accounting. Familiarity with GAAP and STAT accounting and insurance investment accounting and reporting. Strong understanding of insurance investment portfolios, fixed income markets, and insurance capital considerations. Experience working with external asset managers or institutional investment portfolios. Strong analytical and financial modeling skills and an ability to communicate complex investment concepts to finance and accounting stakeholders. Professional credentials such as CFA or CPA are a plus but not required. Experience implementing a treasury management system is a plus. Additional Information: Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more. Job Posting Disclaimer: Fortegra has recently been made aware of unauthorized communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only contact you from the Fortegra domain address (@fortegra.com). If you receive a message from someone posing as a Fortegra recruiter via text message, WhatsApp, Telegram or other messaging platform, please report it as phishing and block the sender. Fortegra is not accepting unsolicited resumes from search firms for this position. #LI-Onsite
Posted 2 weeks
Financial Records Analyst Unassembled
Duval County Public Schools - Jacksonville, FL 32207
Job Summary Advanced level technical accounting and bookkeeping work. Provides guidance, direction and training; accounting and bookkeeping services; reviews and audits financial records and reports; gathers, researches and develops financial data and reports for assigned schools. Essential Functions 1. Provides assigned schools' bookkeepers guidance, technical support, direction and training, and responds to inquiries regarding their financial-related responsibilities to include on-site workshops. 2. Provides on-site accounting and bookkeeping services for assigned schools due to extended absences or separations of school bookkeepers of assigned schools. 3. Conducts employee orientation and training for newly hired or promoted bookkeepers for assigned schools. 4. Monitors, reviews and audits financial records and reports of assigned schools to ensure accuracy and compliance with laws, rules, regulations, and procedures related to school financial records and activities. 5. Provides input to principals regarding bookkeepers performance 6. Prepares year-end financial reports and statements related to school fiscal activities and other financial and statistical reports as necessary. 7. Makes recommendations regarding School Board and Internal Accounts, policies, practices, procedures and methods 8. Performs other duties as assigned. Probation: 1 year Qualifications Open Requirements: Five (5) year combination of education and accounting/bookkeeping experience which includes experience in at least one (1) of the following areas: accounts payable, accounts receivable, payroll, bank telling/cashiering, and bank statement reconciliation/financial analysis for multiple accounts. Successful completion of a vocational/technical school or college-level Bookkeeping course may substitute for six (6) months of the required experience. Full charge bookkeeping or prior school bookkeeping experience at both elementary and secondary levels is preferred. Promotional Requirements: All permanent employees of the unit in which the vacancy exists who have served for one (1) year in the class of Bookkeeper Ill; or two (2) years in the class of Bookkeeper II may apply. Knowledge, Skills, and Abilities (KSAs) Knowledge of the District's financial-related deadlines, reports and reporting requirements Knowledge of the District's internal accounts policies, rules, and regulations Knowledge of financial-related School Board Policies and Procedures Knowledge of the District's automated Internal Accounts software Knowledge of Federal, State, and local laws, rules and regulations regarding public funds Strong communication (oral & written) and customer service Strong organizational & time management skills Strong bookkeeping-related balancing problem identification & solving skills Strong District automated Internal Accounts software skills Ability to apply accounting and bookkeeping knowledge and problem-solving skills to assigned tasks Ability to reconcile a bank Ability to operate a personal computer and other office equipment Ability to create spreadsheets and use word-processing and other software applications Ability to make independent judgments in performance of financial responsibilities Ability to provide guidance and train others to include the development of job-related on-site workshops Ability to work independently with little to no supervision Ability to read, understand and apply job -related laws, policies, procedures, rules, regulations, information, and materials Ability to establish and maintain effective working relationships Ability to operate a motor vehicle
Posted 2 weeks
Underwriter
Triad Financial Services - Jacksonville, FL 32224
As an Underwriter, you will play a critical role in our mortgage lending team, responsible for evaluating and underwriting mortgage loan applications to ensure adherence to company policies, regulatory guidelines, and investor requirements. With a focus on accuracy, quality, and customer service, you will assess borrowers' financial profiles, property information, and loan documentation to make informed lending decisions. Your expertise in underwriting will contribute to the success of our loan origination process and the satisfaction of our borrowers. Key Responsibilities: Review and analyze mortgage loan applications, credit reports, income documentation, and property appraisals to assess borrower eligibility and loan risk. Evaluate borrowers' financial profiles, including debt-to-income ratio, credit history, and employment stability, to determine loan approval or denial. Ensure compliance with company policies, regulatory requirements (such as TILA, RESPA, and Fair Lending), and investor guidelines throughout the underwriting process. Communicate lending decisions to Loan Officers, borrowers, and other stakeholders in a clear and timely manner, providing explanations for any conditions or stipulations. Collaborate with Loan Processors, Loan Officers, and other team members to resolve issues, address conditions, and facilitate loan closings. Maintain a high level of accuracy and attention to detail in underwriting documentation and loan files, ensuring completeness and consistency. Provide exceptional customer service by responding to borrower inquiries, providing status updates, and guiding them through the underwriting process with professionalism and empathy. Stay informed about industry trends, regulatory changes, and best practices in mortgage underwriting to continuously improve knowledge and skills. Cultivate and nurture client relationships while delivering exceptional customer service. Minimum Qualifications: Prefer a minimum of two years of experience in the mortgage industry Familiarity with Encompass software is advantageous. Knowledge of the Manufactured Home Industry is a desirable asset. Demonstrated ability to multitask effectively. Exhibit a strong work ethic. Proficient in Microsoft Office suite. Possess strong problem-solving abilities. Attention to detail and accuracy in tasks. Excellent verbal and written communication skills. Capability to work both independently and collaboratively in a team environment.
Posted 2 weeks
Automotive Finance Manager
DARCARS Automotive Group - Jacksonville, FL 32244
DARCARS of Jacksonville is seeking a high-performing Automotive Finance Manager to join our dynamic team. If you’re an experienced F&I professional looking to maximize earnings and work with a forward-thinking dealership group, we want to hear from you. Qualifications: Previous experience in Automotive Finance Management required NON negotiable and will be verified. Verified track record of a top performer required. Prior automotive sales consultant experience required; 1-3yrs Prior finance manager experience; 2-3yrs Luxury Automotive experience preferred. Must be available to work Saturdays Must be at least eighteen years of age Must have a valid drivers license and clean driving record Must be able to pass pre-employment screenings Benefits Highest pay plan in the market for the right candidate and Top performance bonus monthly. Large company with advancement opportunity for the right candidate Comprehensive Benefits Plan including 401k Paid Holidays & PTO Employee discounts on vehicle purchases, parts and service repairs Internal career advancement opportunities Opportunities to join our community service initiatives Responsibilities: Work directly with the sales team and customers to assist in the financial buying process of the car buying experience Consult and sell finance & insurance warranties to customers Produce and submit accurate paperwork for title work and to secure funding from finance sources in a timely manner Achieve monthly objectives Responsible for meeting deadlines for turning in customer paperwork to lenders and accounting Responsible for securing and handling customer money during vehicle transaction; turn money into accounting Adhere to all local and national regulations and advise the sales team on new and recently change state laws associated with purchasing a vehicle Must be able to create and maintain customer relationships Maintain impeccable reputation with lenders and vendors Must be able to give a proper finance and insurance menu presentation explaining warranty packages Assist sales professionals with customers when needed to explain lending options and warranties Build relationships with local and national bank and manufacturer representatives and meet with them monthly Track record of excellent CSI scores Proficient with Microsoft Office products and dealership management systems Detail oriented and can stay organized in a fast pace environment Strategic thinker that will strive to find a solution for every customer when needed Self-motivated and a team player Ability to understand tag and title laws; DMV This job advertisement in no way states or implies that these are the only duties and responsibilities to be performed by this employee. This advertisement is merely a preview of the role in solicitation. The employee will be required to follow any other instructions and to perform any other duties and responsibilities upon the request of a supervisor. We are an equal opportunity employer & drug-free workplace. Employment is on an at-will basis & subject to termination if dealership rules & regulations are violated. #indeedsales #indeedhigh UglrLZs7QJ
Posted 2 weeks
SELLER/ FINANCE AUTO
SUPREME TURF MASTERS OF FLORIDA - Jacksonville, FL 32211
I'm looking for a proactive person with experience in selling and financing cars. Good pay, excellent commission, and a great work environment. Tipo de puesto: Tiempo completo Sueldo: $24.25 - $29.21 la hora Lugar de trabajo: Empleo presencial
Posted 2 weeks
Personal Banker
PNC Financial Services Group - Orange Park, FL 32073
Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Orange Park, FL at our Orange Park Branch. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video . Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education No Degree Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com . Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at [email protected] . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Posted 2 weeks
Senior Small Business Relationship Banker (County Road 210)
Regions Financial - Saint Johns, FL 32259
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will provide services to all customers but will focus on small business customers with revenues up to $5MM -- acquiring new customers, and deepening existing customer relationships through checking acquisition, check card, money movement, credit card, merchant services, and lending. Regions' mission is to make life better for our customers and communities, and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development, and upward mobility. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who excels at identifying customer needs and possesses strong communication skills. Primary Responsibilities Achieves individual and branch targets and goals by proactively identifying customer needs and providing advanced level guidance and perspective about Regions’ solutions with a specific focus on small business customers Conducts outbound phone calls using generated customer and prospect lead lists of small business and consumer customers to expand existing relationships and acquire new ones Works in partnership with the Branch Manager to serve as the primary relationship managers for a portfolio of small business customers with revenues up to $5MM Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which may consist of sharing responsibility for day to day branch responsibilities including but not limited to greeting customers and processing transactions to ensure customers bank when, where, and how they choose Owns and resolves customer issues Refers customers to an internal team of experts when additional financial goals and needs are recognized Supports team development by serving as a subject matter expert for junior level bankers Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information. Requirements High School Diploma or GED Two (2) years of banking, sales, and/or customer service experience Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to work Saturdays as needed Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences Bachelor’s degree Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to provide excellent customer service Excellent relationship-building skills Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.) Strong business acumen to assess the needs of small business clients Strong verbal, written communication, and organizational skills Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $51,997.12 USD Median: $60,730.00 USD Incentive Pay Plans: This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits Location Details County Road 210 Location: St. Johns, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.