Job Results
Financial Services
Posted 2 weeks
Assistant Finance Coordinator
Ring Power Corporation - Saint Augustine, FL 32092
Main Duties & Responsibilities: Primary Job Role Processes new customer applications for financing through Cat Finance. Utilizes Cat Finance Express to input customers credit information for review by Caterpillar. Processes equipment finance information provided by sales rep. Inputs equipment model, price, year, serial number, etc. into Finance Express, inputs finance conditions requested by customer/ sales rep (i.e. term, rate, down payment, subsidy amounts, arrears/ advance payments), linking equipment finance information to customers Cat Financial Credit Application, and submits “deal” to Cat Financial for approval via Finance Express. Notifies sales rep/ manager if applications are denied and provides explanation for denial. Notifies sales rep when deal is approved and to discuss any conditions of approval (i.e. any changes to requested finance conditions.) Generates finance documents, obtains equipment invoices. Assists in maintaining monthly spreadsheet of all deals “in progress”, of all deals funded and/or “to be funded” (dates, sales rep, customer, equipment, invoice number, dollar amount), and corresponds with Cat Financial, salespeople until funding is complete. Assists with customer/ branch calls regarding account status, faxes invoice copies, and handles account details, statements, service charges, and customer disputes. Performs other duties as assigned. Essential Job Competencies Safety: fully supports, encourages and follows safe work behavior, and considers safety of paramount importance in the workplace. Job Specific Skills: Demonstrates the required depth and mastery of knowledge and skill associated with the job as identified in the Learning Management System (LMS) and other applicable sources. Demonstrates the effective application of the job specific knowledge, skills and ability required to resolve job related challenges in the workplace. Refer to job specific training requirements for the job identified in the LMS. Communication: Uses active listening skills, conveying information with the appropriate medium that is clear and easily understood. Uses feedback to verify effective and accurate communication has occurred. Ensures that others having a need to know are kept informed about developments, progress, problems and plans through consistent, effective communication. Avoids surprises. Information Gathering: Checks all appropriate sources in identifying the information needed for analysis and decision making. Uses skillful methods in obtaining high quality relevant information. Checks work to ensure accuracy and completeness. Compares observations or finished work to what is expected to find inconsistencies. Clearly documents sources, and organizes the information according to the research needs. Planning and Organizing: Creates realistic schedules and follows them. Evaluates progress against schedule and goal. Identifies the sequence of tasks and the resources needed to achieve a goal, and prioritizes key action steps. Anticipates the impacts / risks of actions. Seeks and uses others' input about critical actions, timelines, sequencing, scope, methodology, expected outcomes, and priorities. Adjusts plans based on input. Customer Oriented: Demonstrates concern for satisfying external and/or internal customers. Responsive, quickly and effectively addresses customer concerns or problems. Assures customers he/she is willing to work with them to meet their needs. Presents a cheerful, positive manner with customers. Credibility: Demonstrated concern to be responsible, reliable, and trustworthy. Maintains commitments. Respects the confidentiality of information or concerns shared by others. Is honest and forthright with people. Takes personal responsibility for the quality and timeliness of work. Punctual, follows instructions, policies, and procedures. Stress Management: Keeps functioning effectively when under pressure and maintains self-control in the face of hostility or provocation. Remains calm under stress. Can effectively handle several problems or tasks at once. Controls response when criticized, or provoked. Interpersonal Skill: Anticipates, notices, and understands concerns of others, involving them in a process or decision to ensure their support. Develops and maintains positive relationships. Considerate and discreet in handling challenging, awkward or tense interpersonal situations, focusing on issues and interests instead of people or positions. Knows when to escalate critical issues when unsuccessful in gaining support. Fostering Teamwork: Listens and responds constructively to other team members' ideas. Offers support for others' ideas and proposals. Is open with other team members about his/her concerns. Works for solutions that all team members can support. Company Overview: In 1962, Ring Power Corporation became a full-line Caterpillar dealer in North Florida, and later expanded its authorized territory to include Central Florida. Today, Ring Power Corporate headquarters in St. Augustine oversees the operations of 18 branch locations throughout the state of Florida, including large regional facilities in Tampa and Orlando and crane and forklift sales and service facilities in Pompano and Miami. Ring Power also has eight facilities outside of Florida - Rhode Island, New Jersey, the Carolinas, Georgia, Texas and California - to serve the needs of other specialized industries and customers. Ring Power Corporation has become one of the largest Caterpillar dealers in the Southeastern United States through dedication to the mission of customer service. In order to preserve the "Customers First" reputation that Ring Power was built on, we continually train our employees and work closely with our customers to assure complete satisfaction, especially after the sale. Currently, more than 2,000 employees at 26 locations throughout Florida and the United States work hard to provide the highest quality construction equipment, backed by responsive, professional service and support at every level. Qualifications: Education and Experience Formal Education High School diploma or GED Experience 1-2 years Required / Credentials Able to easily and effectively comprehend written material and communicate orally and in writing with employees and customers. Not Required but Highly Desired Criteria Previous experience in banking or finance is desired. Proficient in Word, Excel, and Microsoft applications. Updating of Knowledge Job requirements occasionally change requiring re-training to stay current every 3-5 years. Responsibility for Change, Innovation, Overall Improvement, and/or Effectiveness Problem Solving Job requires problem solving ability, established examples / guidance are not always available Creativity Job requires some creativity to generate solutions or improve effectiveness within well-established boundaries. Autonomy Job is regularly monitored to determine outcomes. Assignments allow some discretion in decision making and setting priorities within well-established parameters. Working Environment Stress Load Regular exposure to these stresses (20-80% of the time). Workload Fluctuation Job frequently involves changes in priorities, complexity and/or quantity of work. Work Schedule Work is routinely performed during regular business hours with rare exceptions. Organizational Impact A person's performance in this job has noticeable immediate impact on expense, efficiencies or achievement of overall department objectives. Supervisory Responsibility Job has no subordinates / no supervisory responsibility (may work independently or as a member of a team) Physical Demands "NA": Not Applicable "O": Occasionally - (up to 3 hours/day) "F": Frequently - (3-6 hours/day) "C": Constantly - (6-8 hours/day) N/A: Climbing N/A: Balancing N/A: Stooping N/A: Kneeling N/A: Crouching N/A: Crawling O: Reaching O: Standing C: Sitting O: Walking N/A: Feeling C: Fingering O: Grasping F: Repetitive Motion O: Talking F: Hearing O: Pushing - Up to 25 lbs. O: Pulling - Up to 25 lbs. O: Lifting - Up to 25 lbs. N/A: Pushing - 26-50 lbs N/A: Pulling - 26-50 lbs. N/A: Lifting - 26-50 lbs. N/A: Pushing - Over 50 lbs. N/A: Pulling - Over 50 lbs. N/A: Lifting - Over 50 lbs. Environmental Conditions "NA": Not Applicable "O": Occasionally - (up to 3 hours/day) "F": Frequently - (3-6 hours/day) "C": Constantly - (6-8 hours/day) C: Inside conditions: Protection from weather but not necessarily from temperature change. N/A: Outside environmental conditions: No effective protection from weather. N/A: Extreme cold: Temperatures below 32 degrees for periods of more than one hour. N/A: Extreme heat: Temperatures above 100 degrees for periods of more than one hour. N/A: Noise: sufficient noise to cause the worker to shout to be heard above the ambient noise level N/A: Vibration: Exposure to oscillating movements of the extremities of whole body. N/A: Hazards: Includes a variety of physical conditions (i.e. proximity to moving mechanical parts, electrical current, working in high places, exposure to heat and/or chemicals. N/A: Atmospheric conditions: One or more of the following conditions that affect the respiratory system or the skin: Fumes, odors, dust, mists, gases or poor ventilation. N/A: Oils: There is air and/or skin exposure to oils and other cutting fluids. N/A: Air particulates / contaminants: the worker is required to wear respirator. RING POWER CORPORATION, INC. IS AN EQUAL OPPORTUNITY EMPLOYER
Posted 2 weeks
Financial Services Representative
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 answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines. Responsibilities: Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner Triages client requests and makes referrals to appropriate internal specialists Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities Required Qualifications: Delivers solutions and experiences that improve clients’ financial lives Applies learnings and adapts new information to identify appropriate client solutions Builds strong client relationships through effective communication and collaboration Displays a proactive and ambitious mindset and effective time management Demonstrates a results-driven mindset and prioritizes client interests Demonstrates a willingness to establish a career in the financial services industry Strong computer application skills, including Microsoft Office Desired Qualifications: Bachelor’s degree and/or minimum of one year of experience in a performance-based environment Skills: Active Listening Attention to Detail Critical Thinking Customer and Client Focus Oral Communications Account Management Client Experience Branding Decision Making Emotional Intelligence Result Orientation Adaptability Coaching Prioritization Referral Identification Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 2 weeks
Senior Small Business Relationship Banker – Deerwood Lake Branch
Regions Financial - Jacksonville, FL 32216
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 Deerwood Lake Location: Jacksonville, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Posted 2 weeks
Business Operations and Finance Manager
Powerline Hardware - Jacksonville, FL 32256
*Business Operations & Finance Manager* *Location:* Jacksonville, Florida — On-site *Company:* Powerline Hardware *Reports to:* President & CEO *About the Opportunity* Powerline Hardware is a fast-growing manufacturer and national distributor of products serving the utility, telecom, industrial, and data center markets. With continued geographic expansion, new product launches, and significant investment in inventory and warehouse capacity, we are looking for a hands-on business leader to help manage our next phase of growth. This is not a narrowly defined corporate position. We are seeking a highly capable, entrepreneurial leader who can work directly with the CEO and take ownership of the day-to-day operational and financial performance of the company. The successful candidate will initially lead key areas of business operations, finance, Marketing, inventory, freight, and organizational accountability, with the opportunity to grow into a broader VP or COO leadership position based on performance. *Key Responsibilities* *Business Operations & Leadership* * Take ownership of day-to-day business operations and help translate the CEO's growth strategy into execution. * Coordinate across sales, finance, Inventory planning, logistics, and customer service. * Establish clear accountability, KPIs, and follow-up across departments. * Identify operational bottlenecks and implement practical solutions without creating unnecessary bureaucracy. * Develop and maintain effective SOPs for critical business processes. *Finance, Reporting & Controls* * Review monthly financial performance, including P&L, EBITDA, gross margin, cash flow, AR, AP, and working capital. * Establish weekly and monthly management dashboards that provide clear, actionable visibility into business performance. * Oversee AP review and approval controls, AR aging and collections, and bank wire/ACH authorization processes. * Identify cost-saving opportunities and areas of financial leakage. * Work closely with the Controller and accounting team while providing the CEO with clear business insights and recommendations. *Purchasing & Vendor Management* * Lead purchasing planning based on sales trends, forecasts, inventory levels, lead times, and working-capital requirements. * Negotiate with domestic and international suppliers on price, payment terms, minimum order quantities, lead times, quality, and service levels. * Develop vendor scorecards and identify opportunities for cost savings, better terms, and supply-chain risk reduction. * Balance inventory availability with cash-flow discipline and inventory-turn objectives. *Inventory & Warehouse Performance* * Drive inventory accuracy through disciplined cycle-count procedures and root-cause analysis of variances. * Improve inventory turns while maintaining appropriate service levels and minimizing stockouts. * Identify and execute strategies to reduce slow-moving and obsolete inventory. * Establish accountability for warehouse productivity, shipment accuracy, and operational discipline. *Freight & Logistics* * Analyze inbound and outbound freight costs and identify opportunities for measurable savings. * Drive negotiation with carriers, freight forwarders, and logistics providers. * Improve container utilization, shipment consolidation, routing, and expedited-freight control. * Track freight cost as a percentage of sales and other relevant logistics KPIs. *Commercial & Growth Support* * Partner with sales leadership to align forecasts, inventory, pricing, margins, and customer priorities. * Review pricing and gross-margin performance by product, customer, and sales channel. * Support new-product launches and strategic growth initiatives in utility, telecom, C&I, and data-center markets. * Help ensure that revenue growth translates into profitable growth and improved EBITDA. *What Success Looks Like* Within the first 12 months, the successful candidate should demonstrate measurable progress in: * Improving inventory accuracy and inventory turns. * Reducing unnecessary freight and expedited-shipping costs. * Improving sales growth and promoting the product launch * Strengthening AP, AR, cash-flow, and financial controls. * Improving gross-margin and EBITDA visibility. * Reducing slow-moving inventory. * Creating clear accountability through KPIs and practical SOPs. * Reducing the CEO's involvement in routine day-to-day operational issues. *Ideal Candidate Profile* * 8+ years of progressive leadership experience in operations, finance, distribution, manufacturing, supply chain, or a related environment. * Proven experience managing multiple business functions in a small to mid-sized organization. * Strong financial acumen with the ability to understand P&L, gross margin, EBITDA, working capital, AR/AP, and cash flow. * Hands-on experience with purchasing, vendor negotiations, inventory, logistics, or warehouse operations. * Strong analytical skills and comfort working with ERP, CRM, financial systems, Excel, and business intelligence tools. * A practical, hands-on leadership style suited to a fast-growing entrepreneurial business. * Ability to move comfortably between strategic planning and solving day-to-day operational problems. * Strong communication, accountability, and people-management skills. *Preferred but not required:* * Electrical, utility, industrial distribution, manufacturing, or infrastructure industry experience. * International sourcing and import experience. * Experience helping scale an entrepreneurial or founder-led company. *Leadership Growth Opportunity* For the right person, this is more than an operations position. The successful candidate will work directly with the President & CEO and have the opportunity to assume increasing responsibility for the company's day-to-day management. The long-term objective is to develop a leader capable of helping run the business across operations, finance, organizational accountability, and profitable growth, allowing the CEO to devote greater attention to strategy, acquisitions, key customer relationships, and expansion. *Benefits:* * Bonus * 401(k) * Paid Time Off (PTO) *Title will be commensurate with experience and may range from Director to Vice President, with the potential to grow into a broader executive leadership role based on demonstrated performance. * Job Type: Full-time Benefits: * 401(k) * Paid time off Application Question(s): * Please answer the following questions: 1. What is your current and desired compensation? 2. What have been your key successes at your current position? 3. Why are you choosing to leave your current position? 4. What are three (3) things you’d look for in your next job opportunity? 5. Describe your experience & role in P&L Management. 6. Among the three (3) major heads in our Business – Operations, Marketing & Sales, and Finance; list in order of your strength. 7. Please take our Culture Survey which shouldn’t take more than 10 minutes. https://take.surveys.ci/s/g2Q30i9g7e/53259 Work Location: In person
Posted 2 weeks
Revenue Support Manager
Baker Distributing Company - Jacksonville, FL 32258
Job Summary The Revenue Support Manager is a pivotal role in our organization with a key focus on maintaining financial health and operational efficiency. The position plays an active role in managing credit applications and maintaining customer files under the guidance of the Revenue Support Manager. Essential Duties/Accountabilities Applying the organization’s Corporate Credit Policy as guided by the Director of Revenue Support. Managing Customer Master data by establishing and updating customer files, instituting tax-exempt status for clients based on approvals from SALT, and ensuring the accuracy and correctness of all modifications such as contact details and tax status. Handling credit limits. This involves processing requests for credit limitation amendments, accessing credit reports, reviewing and approving credit limit increments up to $200,000, and communicating changes to pertinent stakeholders like Sales Center Managers and Salespersons. Processing new credit applications, which include monitoring new credit application requests, ensuring applications are thoroughly completed, setting up approved accounts in the Customer Master file, scanning all related documents, and submitting Sales Tax Documents for processing. Overseeing Job Account Requests. Duties include receiving and scrutinizing job account requests, reviewing them for completeness, approving credit limits and terms in Mincron, and notifying relevant personnel about new job account details Serve as a primary point of contact for incoming calls related to New Accounts Other duties as assigned. Qualifications High School Diploma or GED required. Bachelor's degree preferred. Minimum 3-5 years in a commercial credit management role. Professional certification (e.g., NACM) is a plus Ability to build rapport with employees and clients. Experience in a Wholesale Distribution setting is a plus. Skills Ability to apply effective interpersonal, verbal, and written communication skills Ability to thrive in a fast-paced, constantly changing environment Strong ability to multi-task and deliver on deadline Able to maintain up-to-date knowledge in area of practice Strong organization skills and ability to prioritize and manage multiple tasks Ability to work with diverse population base Ability to analyze and solve problems Ability to work autonomously with initiative. Proficient in Microsoft Office products. Team management and coaching experience is highly desirable. Must be proficient in speaking, reading, and understanding English to ensure full compliance with safety standards, training, policies, and procedures. Physical Requirements and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Required to position self to access equipment by standing, sitting, or walking, climbing, kneeling, crouching, or crawling. Operates computer and telephone equipment for extended periods of time. Visual acuity is required to perform essential job functions such as basic reading tasks. Tasks may involve close vision, distance vision, color differentiation, peripheral awareness, depth perception, and visual focus. cwNAlMFn3g
Posted 2 weeks
KYC Analyst III, Data Propagation
TD - Jacksonville, FL
Work Location: Jacksonville, Florida, United States of America Hours: 40 Pay Details: $61,880 - $92,560 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Financial Crimes & Fraud Mgmt Job Description: The KYC Analyst III provides a range of analytical, research and assessment support to the development of and enhancements to, the enterprise’s KYC programs and processes. This role may interact with key stakeholders and third-party service providers to deliver KYC programs that satisfy regulatory requirements. Hybrid 2-3 days a week in office Schedule: Monday-Friday 9:00am-5:30pm EST Depth & Scope: Perform more advanced, complicated, or high visibility job functions aligned with policies, standards, procedures, and job aids Ensures that work products are fit for purpose and audit / regulator ready Suggests process improvements to drive better results from efficiency, accuracy, or quality of work product Experienced professional role providing specialized guidance/ assistance/support to functions/GAML teams Independently performs activities from end to end Requires advanced understanding of a range of product and services, processes, procedures, systems, and concepts within their own area of specialty and integration points with related areas Manages ambiguity, and apply judgement to identify, troubleshoot and resolve ongoing business and operational issues Interprets and administers policies, adopts, and implements business process improvements Guided by practices, procedures, and operating plans, makes process and capacity management decisions to ensure ongoing operations Moderate level of complexity in operational / reporting / process and/or analysis function requiring a short to medium term focus Education & Experience: Undergraduate Degree or equivalent professional work experience 2+ direct experience in financial services or similar industries including fraud, know your customer, anti-money laundering, sanctions screening, or similar roles for new joiners. (or) 6+ years' experience in an unrelated role involving information fluency, investigation, research, or financial services broadly but not specifically KYC or AML. (or) Or for an internal candidate proven track record of excellence through metrics or manager discretion Preferred Qualifications: Strong analytical background Experienced excel capabilities Ability to analyze large data sets in excel Customer Accountabilities: Maintains KYC files, data, and documents in a manner consistent with the KYC Policies and Standards in line with Service Level Agreements Performs reviews of customers as appropriate throughout the customer’s lifecycle with TD Ensures that such records, data, and reviews are prepared for review by auditors and regulators Provides KYC research, evaluation, operational, reporting and/or analytical support in operational processes, in a timely manner Assists in the preparation of summaries, communications, reports and presentations for management, regulators, and other internal and external stakeholders as required Immediately escalates any potential issues or concerns to management for further action to Analyzes data and draw conclusions to meet program health reporting requirements Analyzes emerging trends pertaining to regulatory changes, reporting or other departmental functions and provides recommendations to enhance or rectify KYC Ops- related gaps, issues and enhancements Proactively identifies matters requiring additional review, escalation, and liaises with appropriate staff to resolve, as appropriate Coordinates tracking and reporting of KYC Ops function initiatives and programs on timely matter as required Assists in reviewing and updating higher risk customer information Shareholder Accountabilities: Prioritizes and manages own workload to meet KYC Ops requirements for service and productivity and within TD’s risk appetite Consistently exercises discretion in managing correspondence, information, and all matters of confidentiality; escalates issues where appropriate Protects the interests of the organization – identifies and manages risks, and escalates non-standard, high-risk transactions/activities as necessary Maintains a culture of risk management and control, supported by effective processes in alignment with the bank's risk appetite Adheres to internal policies/procedures and applicable regulatory guidelines Coordinates with other FCRM partners and compliance partners to ensure consistence in the application of AML Employee/Team Accountabilities: Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit Keeps current on emerging trends/developments and grows knowledge of the business, related tools, and techniques Participates in personal performance management and development activities, including cross training within own team Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities Contributes to the success of the team by willingly assisting others in the completion and performance of work activities; provides training, coaching and/or guidance as appropriate Contributes to a fair, positive, and equitable environment that supports a diverse workforce Acts as a brand champion for your function and the bank, both internally and/or externally Grows knowledge of the business, related tools and techniques Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel – Occasional International Travel – Never Performing sedentary work – Continuous Performing multiple tasks – Continuous Operating standard office equipment - Continuous Responding quickly to sounds – Occasional Sitting – Continuous Standing – Occasional Walking – Occasional Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Never Squatting – Occasional Bending – Occasional Kneeling – Never Crawling – Never Climbing – Never Reaching overhead – Never Reaching forward – Occasional Pushing – Never Pulling – Never Twisting – Never Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Posted 2 weeks
Assistant Finance Coordinator
Ring Power Corporation - Saint Augustine, FL
Main Duties & Responsibilities Primary Job Role Processes new customer applications for financing through Cat Finance. Utilizes Cat Finance Express to input customers credit information for review by Caterpillar. Processes equipment finance information provided by sales rep. Inputs equipment model, price, year, serial number, etc. into Finance Express, inputs finance conditions requested by customer/ sales rep (i.e. term, rate, down payment, subsidy amounts, arrears/ advance payments), linking equipment finance information to customers Cat Financial Credit Application, and submits “deal” to Cat Financial for approval via Finance Express. Notifies sales rep/ manager if applications are denied and provides explanation for denial. Notifies sales rep when deal is approved and to discuss any conditions of approval (i.e. any changes to requested finance conditions.) Generates finance documents, obtains equipment invoices. Assists in maintaining monthly spreadsheet of all deals “in progress”, of all deals funded and/or “to be funded” (dates, sales rep, customer, equipment, invoice number, dollar amount), and corresponds with Cat Financial, salespeople until funding is complete. Assists with customer/ branch calls regarding account status, faxes invoice copies, and handles account details, statements, service charges, and customer disputes. Performs other duties as assigned. Essential Job Competencies Safety: fully supports, encourages and follows safe work behavior, and considers safety of paramount importance in the workplace. Job Specific Skills: Demonstrates the required depth and mastery of knowledge and skill associated with the job as identified in the Learning Management System (LMS) and other applicable sources. Demonstrates the effective application of the job specific knowledge, skills and ability required to resolve job related challenges in the workplace. Refer to job specific training requirements for the job identified in the LMS. Communication: Uses active listening skills, conveying information with the appropriate medium that is clear and easily understood. Uses feedback to verify effective and accurate communication has occurred. Ensures that others having a need to know are kept informed about developments, progress, problems and plans through consistent, effective communication. Avoids surprises. Information Gathering: Checks all appropriate sources in identifying the information needed for analysis and decision making. Uses skillful methods in obtaining high quality relevant information. Checks work to ensure accuracy and completeness. Compares observations or finished work to what is expected to find inconsistencies. Clearly documents sources, and organizes the information according to the research needs. Planning and Organizing: Creates realistic schedules and follows them. Evaluates progress against schedule and goal. Identifies the sequence of tasks and the resources needed to achieve a goal, and prioritizes key action steps. Anticipates the impacts / risks of actions. Seeks and uses others' input about critical actions, timelines, sequencing, scope, methodology, expected outcomes, and priorities. Adjusts plans based on input. Customer Oriented: Demonstrates concern for satisfying external and/or internal customers. Responsive, quickly and effectively addresses customer concerns or problems. Assures customers he/she is willing to work with them to meet their needs. Presents a cheerful, positive manner with customers. Credibility: Demonstrated concern to be responsible, reliable, and trustworthy. Maintains commitments. Respects the confidentiality of information or concerns shared by others. Is honest and forthright with people. Takes personal responsibility for the quality and timeliness of work. Punctual, follows instructions, policies, and procedures. Stress Management: Keeps functioning effectively when under pressure and maintains self-control in the face of hostility or provocation. Remains calm under stress. Can effectively handle several problems or tasks at once. Controls response when criticized, or provoked. Interpersonal Skill: Anticipates, notices, and understands concerns of others, involving them in a process or decision to ensure their support. Develops and maintains positive relationships. Considerate and discreet in handling challenging, awkward or tense interpersonal situations, focusing on issues and interests instead of people or positions. Knows when to escalate critical issues when unsuccessful in gaining support. Fostering Teamwork: Listens and responds constructively to other team members' ideas. Offers support for others' ideas and proposals. Is open with other team members about his/her concerns. Works for solutions that all team members can support. Company Overview In 1962, Ring Power Corporation became a full-line Caterpillar dealer in North Florida, and later expanded its authorized territory to include Central Florida. Today, Ring Power Corporate headquarters in St. Augustine oversees the operations of 18 branch locations throughout the state of Florida, including large regional facilities in Tampa and Orlando and crane and forklift sales and service facilities in Pompano and Miami. Ring Power also has eight facilities outside of Florida - Rhode Island, New Jersey, the Carolinas, Georgia, Texas and California - to serve the needs of other specialized industries and customers. Ring Power Corporation has become one of the largest Caterpillar dealers in the Southeastern United States through dedication to the mission of customer service. In order to preserve the "Customers First" reputation that Ring Power was built on, we continually train our employees and work closely with our customers to assure complete satisfaction, especially after the sale. Currently, more than 2,000 employees at 26 locations throughout Florida and the United States work hard to provide the highest quality construction equipment, backed by responsive, professional service and support at every level. Qualifications Education and Experience Formal Education High School diploma or GED Experience 1-2 years Required / Credentials Able to easily and effectively comprehend written material and communicate orally and in writing with employees and customers. Not Required but Highly Desired Criteria Previous experience in banking or finance is desired. Proficient in Word, Excel, and Microsoft applications. Updating of Knowledge Job requirements occasionally change requiring re-training to stay current every 3-5 years. Responsibility for Change, Innovation, Overall Improvement, and/or Effectiveness Problem Solving Job requires problem solving ability, established examples / guidance are not always available Creativity Job requires some creativity to generate solutions or improve effectiveness within well-established boundaries. Autonomy Job is regularly monitored to determine outcomes. Assignments allow some discretion in decision making and setting priorities within well-established parameters. Working Environment Stress Load Regular exposure to these stresses (20-80% of the time). Workload Fluctuation Job frequently involves changes in priorities, complexity and/or quantity of work. Work Schedule Work is routinely performed during regular business hours with rare exceptions. Organizational Impact A person's performance in this job has noticeable immediate impact on expense, efficiencies or achievement of overall department objectives. Supervisory Responsibility Job has no subordinates / no supervisory responsibility (may work independently or as a member of a team) Physical Demands "NA": Not Applicable "O": Occasionally - (up to 3 hours/day) "F": Frequently - (3-6 hours/day) "C": Constantly - (6-8 hours/day) N/A: Climbing N/A: Balancing N/A: Stooping N/A: Kneeling N/A: Crouching N/A: Crawling O: Reaching O: Standing C: Sitting O: Walking N/A: Feeling C: Fingering O: Grasping F: Repetitive Motion O: Talking F: Hearing O: Pushing - Up to 25 lbs. O: Pulling - Up to 25 lbs. O: Lifting - Up to 25 lbs. N/A: Pushing - 26-50 lbs N/A: Pulling - 26-50 lbs. N/A: Lifting - 26-50 lbs. N/A: Pushing - Over 50 lbs. N/A: Pulling - Over 50 lbs. N/A: Lifting - Over 50 lbs. Environmental Conditions "NA": Not Applicable "O": Occasionally - (up to 3 hours/day) "F": Frequently - (3-6 hours/day) "C": Constantly - (6-8 hours/day) C: Inside conditions: Protection from weather but not necessarily from temperature change. N/A: Outside environmental conditions: No effective protection from weather. N/A: Extreme cold: Temperatures below 32 degrees for periods of more than one hour. N/A: Extreme heat: Temperatures above 100 degrees for periods of more than one hour. N/A: Noise: sufficient noise to cause the worker to shout to be heard above the ambient noise level N/A: Vibration: Exposure to oscillating movements of the extremities of whole body. N/A: Hazards: Includes a variety of physical conditions (i.e. proximity to moving mechanical parts, electrical current, working in high places, exposure to heat and/or chemicals. N/A: Atmospheric conditions: One or more of the following conditions that affect the respiratory system or the skin: Fumes, odors, dust, mists, gases or poor ventilation. N/A: Oils: There is air and/or skin exposure to oils and other cutting fluids. N/A: Air particulates / contaminants: the worker is required to wear respirator. RING POWER CORPORATION, INC. IS AN EQUAL OPPORTUNITY EMPLOYER
Posted 2 weeks
Commercial Banker III
First Federal Bank - Jacksonville, FL 32246
Core values speak to the heart of an organization and are the essence of a company’s identity. Everything we do is centered around our community, customer service, our stability, and being trustworthy. These values support our mission and vision, shape our culture, and provide a foundation for the future. Offering a dynamic benefit package that includes but is not limited to: Four Medical Plan Offerings to choose from Employer HSA Contributions (Coverage/Plan exclusions) Employer Provided Life Insurance Policy Annual Health Incentive Annual Wellness Reimbursement Tuition Reimbursement program Generous Match 401k Retirement Plan Paid Sick Leave Paid Vacation Leave 11 Paid Holidays based on the Federal Reserve Calendar If you are ready to take on a challenging and rewarding role; we invite you to apply for this exciting opportunity. ESSENTIAL FUNCTIONS: Promotes and enhances image of First Federal in all business activities within our markets. Prospects for new business customers and develops new relationships. Analyzes the credit history of applicants and determines their loan repayment capabilities. Negotiates credit terms, such as costs, loan repayment methods and collateral specifications. Evaluates potential customer loan requests and makes loan recommendations to management. Reviews new laws and regulations that influence business lending within the financial institution; makes recommendations to management when necessary. Develops new small business customer prospects for the financial institution. Will be responsible for quality loan growth. Responsible for presenting a positive image of the SBA/USDA program and the bank in the communities we serve. Has extensive knowledge in SBA/USDA lending. Source qualified customers for the program. Receive SBA/USDA applications and all of the supporting documents. Conduct initial and periodic site visits of the various branch offices and speak at seminars with potential customers. Conduct background checks of the business and guarantors using various resources sufficient to make determination of the applicant's character. Produce overall results of financial analysis. Complete narrative of credit, character, and quality analysis. This position may manage other lenders or assistants. Has demonstrated the ability to have lending authority and has been granted such authority by the board. Assists manager in product development and service delivery to ensure superior customer satisfaction and bank profitability. Assists manager in meeting the requests of the bank's most profitable customers. Serve as relationship manager to all new and inherited business customers. Possess the capability to implement/install the bank's computer software systems that will enhance customer's relationship. Serve as a business "consultant" with no managerial liability. Verify accuracy of closing documents prior to execution, including conformance with approval. Learn other government guaranteed commercial lending programs and become the bank expert. Provides the best service to our customers with innovative and creative solutions. In addition to the above duties, at the direction of management the banker may be asked to identify potential banks in their market and surrounding markets for SBA Works, a division of First Federal Bank, to solicit lender service provider contracts. JOB REQUIREMENTS: Bachelor's degree in business finance, or related field or 10 years banking experience and 10 years in SBA/USDA experience. Financial sales capability. Good communication, public relations skills, computer and research skills. Ability to deal with time constraints and strong attention to detail. Extended hours sitting and performing computer tasks may be required. Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank. Bilingual candidates encouraged to apply. EQUAL OPPORTUNITY EMPLOYER / VET / DISABILITY E - Verify Employer Applicant Tracking Software by ExactHire: g2j6075leqm52lxm13wd
Posted 2 weeks
Financial Consultant, Truist Investment Services, Ponte Vedra Beach, FL
Truist - Ponte Vedra Beach, FL 32082
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate. 3. Assist clients with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and delivery of client presentations and engagements. 6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals. 7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. 4 years professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported. 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills. 6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Preferred Qualifications: 1. Willingness to pursue additional credentials in the wealth and investment fields. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Posted 2 weeks
Roving Personal Banker ROVING East Jax-Ponte Vedra District
Wells Fargo - Jacksonville Beach, FL 32250
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front‑line role, you will provide support across multiple branch locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers’ goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and credit applications while working closely with branch teammates across different locations to deliver consistent, high‑quality customer experience. Success is driven by a strong service mindset, sound judgment, flexibility, and effective teamwork in changing branch environments. This role offers meaningful exposure to a large financial institution and serves as a foundation for long‑term growth and career mobility, supported by Wells Fargo’s training and coaching. In this role, you will: Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards Build lasting customer relationships through proactive, meaningful conversations that support financial well‑being and deepen engagement Lead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals Support everyday banking needs, including account openings, service requests, and credit applications Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards Demonstrate comfort using and adopting digital tools and technologies to enhance customer experience and support evolving banking needs Deliver accurate, compliant service while exercising sound judgment within defined risk controls Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Prior experience in financial services or a highly regulated customer‑facing role, demonstrating comfort with structured processes, accuracy, and service expectations Bilingual speaking and listening proficiency in Spanish/English Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns Job Expectations: Ability to travel 100% of the time within assigned geography. Commute to assigned branch location(s) for the duration of the assignment, with travel expectations aligned to company policy Ability to work a schedule that will include Saturdays Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship Posting Locations: Atlantic Beach | 1031 Atlantic Blvd | Atlantic Beach, FL Beach Boulevard West | 5622 Beach Blvd | Jacksonville, FL Beach Boulevard | 11415 Beach Blvd | Jacksonville, FL Callahan | 542196 US Highway 1 | Callahan, FL Five Points | 1860 South 8th Street | Fernandina Beach, FL Harbour Place | 13166 Atlantic Blvd | Jacksonville, FL Jacksonville Beach | 233 North 3rd Street | Jacksonville Beach, FL Merrill Road | 7107 Merrill Road | Jacksonville, FL Regency | 9580 Regency Square Boulevard | Jacksonville, FL Shoppes at Amelia Concourse | 463743 State Road 200 | Yulee, FL South Jacksonville Beach | 3740 South 3rd Street | Jacksonville Beach, FL Saint Johns Town Center | 4715 Town Center Parkway | Jacksonville, FL Windsor Commons | 4776 Windsor Commons Court | Jacksonville, FL Sawgrass Village | 120 Front Street | Ponte Vedra Beach, FL Pay Range: This job profile is eligible for a 10% pay differential This will be posted as a Roving Banker and will be required to work at all district Branches Posting End Date: 19 Jul 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.