Job Results
Financial Services
Posted 3 weeks
Know Your Client – Associate
Deutsche Bank - Jacksonville, FL
Job Description: Job Title Know Your Client Corporate Title Associate Location Jacksonville, FL Deutsche Bank needs you to help partner in our Know Your Client (KYC) team! If you are driven, proactive, intellectually curious person who enjoys partnering with other likeminded and is interested in contributing to a financial institution this is a position for you. Our team is looking for those who can perform a variety of activities to support the KYC function including risk assessments, conducting due diligence reviews on clients, performing periodic reviews, updating client records, and adhering to our Anti-Money Laundering (AML) regulatory requirements and the Bank’s internal policies. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gifts and volunteer programs What You’ll Do You will conduct full KYC reviews on all new client adoptions and/or periodic reviews of clients in accordance with relevant laws, regulations and firm policies as appropriate You will carry out KYC due diligence reviews in a timely manner to high quality standards, as per the Banks policies You will support front office staff by providing guidance and proactively engaging clients to obtain required information and documentation in a timely manner, ensuring full compliance with AML/KYC regulations, internal policies, risk management standards, and client onboarding and review requirements You will investigate client data utilizing all available internal/external systems to develop a comprehensive analysis of who the client is and whether there are high risk factors You will review, investigate, and understand organizational structure, accumulation and domination methodologies to assist in determining ownership and control parties to identify all ultimate beneficiaries and potential Politically Exposed Persons (PEPs) You will coordinate and liaise with various departments (Anti-Financial Crimes, Negative/Adverse News Screening, Quality Control, etc.) to ensure quality files are produced Skills You’ll Need Ability to source information from various research tools (Bloomberg, LexisNexis, etc.), utilizing financial reports and audited statements to interpret alerts, identify trends, and source information Basic understanding of AML/KYC regulations and their impact on financial institutions, knowledge of Investment Bank and Corporate Bank products, and ability to perform quality checks/4-eye reviews on the KYC onboarding process while learning and applying Deutsche Bank Know Your Client framework standards for peer review and quality assurance Excellent interpersonal and communication skills, including experience dealing with senior management or executive-level staff, effective communication, and appropriate escalation of situations posing operational or reputational market risk Strong organizational skills, attention to detail, analytical abilities (including use of Microsoft Office), problem resolution/solving, and adherence to strict deadlines in a fast-paced, high-pressure environment Ability to work in a diverse environment requiring collaboration, partnership, and transparency, including leading projects or tasks through to resolution and building strong team and stakeholder relationships Skills That Will Help You Excel Strong knowledge of KYC/AML regulations and compliance frameworks, enabling accurate client onboarding, periodic reviews, and adherence to regulatory requirements Ability to conduct thorough due diligence and risk assessments, including analysis of ownership structures, beneficial ownership, and identification of PEPs Proficiency in research and investigative tools such as Bloomberg, LexisNexis, and financial reports to validate client information and identify potential risk indicators Excellent analytical, organizational, and attention-to-detail skills to review client data, perform quality checks, and manage multiple deadlines in a high-pressure environment Expectations It is the Bank’s expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville is $48,000 to $74,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email [email protected] . #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; and Employee Polygraph Protection Act .
Posted 3 weeks
Loan Underwriter IV
TD - Jacksonville, FL
Work Location: Jacksonville, Florida, United States of America Hours: 40 Pay Details: $43.75 - $70.00 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: Credit Management Job Description: The Underwriter IV underwrites and evaluates the most complex conventional, FHA, VA, and CRA Residential Mortgage applications in compliance with bank policies and procedures. This job also underwrites and evaluates Home Equity and Consumer Loans. Depth & Scope: Underwrites complex residential mortgage loans and evaluates risk while ensuring the quality of each loan submitted Senior level loan decision authority, reviews and underwrites most complex portfolio loans – CEMA, Med/Pro, Construction, Jumbo and Wealth Approves loans, issues alternative options, or adverse action accordingly using sound judgment while applying bank policies and procedures within risk tolerance Independently considers, recommends and discusses alternative structures and overall assessments Evaluates all documents and conditions loan accordingly Identifies loans for exceptions while ensuring proper procedures are followed for approval and documentation; clears or resolves any issues Escalates integrity issues as appropriate and ensures files are compliant to internal guidelines and external regulatory requirements Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. Indirect supervisory authority; coaches and mentors junior underwriters; assists with training and assesses analysis prepared for accuracy and compliance with policy, guidelines and procedures in all prepared loan recommendations to arrive at an appropriate credit decision Obtains and reviews financial information and provide in-depth credit analysis practices Acts as a subject matter expert in the most complex lanes or work Education & Experience: 4 Year Degree or equivalent experience preferred 5-7 Years of related experience Strong knowledge of local market sector and industry trends Ability to understand and interpret real estate appraisals Ability to identify, analyze and mitigate project risks Advanced written and verbal communication skill General knowledge of Microsoft Office Suite Strong interpersonal and negotiation skills Strong Focus on documentation and risk management Demonstrated ability to complete complex tax return analysis to determine cash flow income History of underwriting complex jumbo loans in addition to thorough knowledge of agency guidelines 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 3 weeks
Loan Underwriter IV (US)
TD - Jacksonville, FL
Work Location: Jacksonville, Florida, United States of America Hours: 40 Pay Details: $43.75 - $70.00 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: Credit Management Job Description: The Underwriter IV underwrites and evaluates the most complex conventional, FHA, VA, and CRA Residential Mortgage applications in compliance with bank policies and procedures. This job also underwrites and evaluates Home Equity and Consumer Loans. Depth & Scope: Underwrites complex residential mortgage loans and evaluates risk while ensuring the quality of each loan submitted Senior level loan decision authority, reviews and underwrites most complex portfolio loans – CEMA, Med/Pro, Construction, Jumbo and Wealth Approves loans, issues alternative options, or adverse action accordingly using sound judgment while applying bank policies and procedures within risk tolerance Independently considers, recommends and discusses alternative structures and overall assessments Evaluates all documents and conditions loan accordingly Identifies loans for exceptions while ensuring proper procedures are followed for approval and documentation; clears or resolves any issues Escalates integrity issues as appropriate and ensures files are compliant to internal guidelines and external regulatory requirements Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. Indirect supervisory authority; coaches and mentors junior underwriters; assists with training and assesses analysis prepared for accuracy and compliance with policy, guidelines and procedures in all prepared loan recommendations to arrive at an appropriate credit decision Obtains and reviews financial information and provide in-depth credit analysis practices Acts as a subject matter expert in the most complex lanes or work Education & Experience: 4 Year Degree or equivalent experience preferred 5-7 Years of related experience Strong knowledge of local market sector and industry trends Ability to understand and interpret real estate appraisals Ability to identify, analyze and mitigate project risks Advanced written and verbal communication skill General knowledge of Microsoft Office Suite Strong interpersonal and negotiation skills Strong Focus on documentation and risk management Demonstrated ability to complete complex tax return analysis to determine cash flow income History of underwriting complex jumbo loans in addition to thorough knowledge of agency guidelines 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 3 weeks
Personal Banker
PNC Financial Services Group - Fernandina Beach, FL 32034
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 Branch organization, you will be based in Fernandina Beach, FL. 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 3 weeks
Personal Banker
PNC Financial Services Group - Jacksonville, FL 32244
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 Jacksonville, FL at our Argyle Branch. Bilingual Spanish preferred. 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 3 weeks
Supervisor, Transportation Finance
Duval County Public Schools - Jacksonville, FL 32207
Job Summary Oversees the prompt and accurate payment to contracted school bus vendors. Manages the budget and produces cost reports and estimates. Ensures certification of school bus operators and monitors. Provides a positive customer service focus to department, division, and the school community. Essential Functions 1. Serves as customer focused liaison between schools and contractors for field trip set up, pricing, payment collection, and any required training. 2. Oversees the timely payment of contractor invoices; coordinates and manages fuel allocation program limits; and mileage payments. 3. Manages the School Bus Transportation budget. Creates, analyzes, and updates transportation spending reports, current and historical. 4. Supervises and trains assigned staff, conducts performance appraisals, makes employment and discipline recommendations, and coordinates work assignments. 5. Oversees school bus operator and monitor certification process. Includes all required documentation; Motor Vehicle Record database functions; fingerprinting process and requirements; data collection, recording, and electronic input; monitoring of expiration dates; and contractor follow through on such issues. 6. Collects field trip data and prepares corresponding reports. 7. Works on special projects, fuel tax refunds, and purchasing. 8. Oversees monitoring of contractor school bus fleet. Ensures compliance with contract specifications on purchasing; maintenance and inspection of fleet; and recording of inventory. 9. Oversees school bus accident reporting. Includes data collection, electronic documentation; current and historical reporting; and state database input. 10. Performs other duties as assigned. Qualifications Education: Bachelor’s degree from an accredited college or university. Master’s degree preferred. Experience: Five (5) years experience and training in public school administration and/or school transportation. Certifications & Licenses: NA. Knowledge, Skills, and Abilities (KSAs) · Knowledge of the essentials of personnel management and supervision · Knowledge of public-school administration · Knowledge of federal, state, and local statutes, guidelines, and policies related to school transportation services · Knowledge of general business management, budget development, cost estimates, procurement functions, and contract management · Knowledge of Generally Accepted Accounting Principles, governmental accounting, and cost accounting · Strong knowledge of quality customer satisfaction practices and principles · Strong customer service skills, including dealing with difficult people, finding “win-win” solutions, and providing follow up · Strong oral, written, and interpersonal communication skills · Strong word processing, spreadsheet, presentation, and database software skills · Strong problem solving skills · Strong detail orientation skills · Ability to organize, plan, and execute reporting within deadlines · Ability to develop and establish research and evaluation programs for transportation services · Ability to manage team activities · Ability to work in a deadline driven and stressful office, with frequent interruptions
Posted 3 weeks
Know Your Client Case Manager – Associate
Deutsche Bank - Jacksonville, FL
Job Description: Job Title Know Your Client Case Manager Corporate Title Associate Location Jacksonville, FL Overview As a Case Manager, you will manage and coordinate Know Your Client (KYC) due diligence activities for new and existing client relationships, ensuring adherence to internal KYC policies, Key Operating Standards (KOS), and external regulatory requirements. You will manage the client adoption and onboarding process in partnership with Due Diligence (DD) analysts in compliance with global and local regulations. You will leverage internal and external systems and tools to gather and assess client information and support risk-based evaluations aligned with the intended nature of business, purpose of the relationship, and source of funds. This is a client-facing role in which you will manage desk priorities and oversee KYC activities for the Bank’s Periodic Reviews, Event-Driven Reviews, and New Client Onboarding in close partnership with the respective accountable client owners. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gifts and volunteer programs What You’ll Do You will manage the client adoption and onboarding process in partnership with DD analysts, ensuring compliance with global and local regulations and jurisdictions, as well as the Firm’s KYC Policy and Key Operating Standard You will use internal and external systems and tools to gather information and conduct risk-based assessments of clients, including identification, plausibility, validation, and verification of client information in accordance with the intended nature of business, purpose of the relationship, and source of funds You will conduct client outreach in support of KYC operations, ensuring compliance with global and local regulations and jurisdictions, as well as the Firm’s KYC Policy and Key Operating Standard, including both IDD and initiated outreach You will be responsible for managing the work performed to establish the acceptability of the Bank’s clients in a clear and documented manner, enabling the Bank to demonstrate that it has met its regulatory obligations You will collaborate with internal stakeholders to support file progress, completion, and overall quality You will comply with data protection requirements and client confidentiality restrictions Skills You’ll Need Moderate industry experience in KYC and understanding of Investment Banking products Excellent written and verbal communications skills Attention to detail, strong analytical and problem-solving skills Previous experience working with near and offshore stakeholders Proficient with MS Office applications and strong in Excel Skills That Will Help You Excel Ability to communicate clear and concise requirements with clients and key stakeholders; translating complex policy requirements into simple and easy to understand terms Build and maintain strong working relationships with client onboarding Directors, Team Leads, Lines of Business, Operations, Audit, Compliance, and Technology to ensure consistent quality delivery Expectations It is the Bank’s expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville is $48,000 to $74,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email [email protected] . #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; and Employee Polygraph Protection Act .
Posted 3 weeks
Commercial Real Estate Acquisitions Manager
Jacksonville, FL 32211
*Company Description* Dawn Group International (DGI) is a rapidly growing integrated holding company, with limitless ambition and boundless potential. Comprised of four specialized subsidiaries, DGI delivers excellence & opportunity across a broad spectrum of sectors in rapidly evolving markets. With a strong background in commercial real estate, DGI has developed a reputation for unlocking value in private equity & generating excellent NOI growth through property management services. When it comes to CRE brokerage and capital markets, DGI’s investment advisors utilize years of experience to provide comprehensive analysis & expert problem-solving to maximize returns and minimize cost of capital. DGI’s sports subsidiary, Dawn Sports & Entertainment, is determined to capitalize on an exploding sports market; with existing ventures already established in Oklahoma City and the United Kingdom. With business already spanning across multiple countries & continents, Dawn Group International will continue hunting down opportunity, wherever it appears! *Role Description* The Commercial RE Acquisitions Manager is responsible for sourcing, evaluating, and executing commercial real estate investment opportunities across the Dawn Group International platform. This role focuses on identifying value-add and opportunistic acquisitions, conducting financial underwriting, and supporting transaction execution across retail, office, hospitality, self-storage, land, and sports-anchored development opportunities. The ideal candidate will have a strong background in commercial real estate acquisitions, with a proven ability to source and evaluate transactions. The position plays a critical role in building and maintaining a high-quality acquisition pipeline, supporting the firm’s strategy to acquire, reposition, and scale assets that drive long-term enterprise value. *Core Responsibilities* _Deal Sourcing & Pipeline Development:_ * Identify and source acquisition opportunities across target markets nationwide. * Build and maintain relationships with brokers, owners, developers, and intermediaries. * Develop and manage a robust deal pipeline aligned with DGI investment criteria. * Track off-market opportunities and emerging market trends. _Investment Analysis & Underwriting:_ * Perform detailed financial modeling and underwriting (IRR, equity multiples, sensitivity analysis). * Analyze property-level performance, market comparables, and risk factors. * Prepare investment memoranda and deal summaries for leadership. * Evaluate capital structures and return profiles. _Transaction Execution:_ * Support all aspects of acquisition processes including LOIs, purchase agreements, due diligence coordination, and closing execution. * Coordinate with legal, capital markets, and asset management teams. _Market Intelligence & Strategy:_ * Monitor real estate market conditions, pricing trends, and capital markets activity. * Identify target markets and asset classes for expansion. * Provide insights to leadership on strategic acquisition opportunities. _Cross-Platform Collaboration:_ * Work closely with Director of Capital Markets, Director of Investment Analysis & Legal Strategy, Director of Brokerage, and Director of Operations. * Support sports-related real estate opportunities including stadium-adjacent developments, mixed-use districts, and training facilities. *Qualifications & Skills* * *5–10 years of experience* in commercial real estate acquisitions, investment analysis, or private equity. * Strong experience in financial modelling and underwriting. * Proven ability to source and evaluate real estate transactions. * Deep understanding of value-add and opportunistic investment strategies. * Experience working with brokers, lenders, and capital partners. * Strong analytical, negotiation, and communication skills. * Ability to manage multiple deadlines in a fast-moving environment. * Must have U.S. work authorization. _*Core Competencies:*_ * Deal sourcing and pipeline management. * Financial modeling and underwriting. * Market analysis and investment strategy. * Transaction execution. * Relationship management. * Cross-functional collaboration. *Working Conditions & Leadership Structure* * The position is on-site working, located in Jacksonville, FL. * Typical work week is Monday – Friday. * Some evenings, weekends, occasional holidays, and travel may be necessary based on the schedule. * Candidates must have a valid US driver’s license. * Must have U.S. work authorization. The Commercial RE Acquisitions Manager will report to the CEO / Senior Executive Vice President and collaborate across: * Dawn Capital. * Dawn Sports & Entertainment. * Internal investment, capital markets, and operations teams. *Candidates:* * All interested candidates must submit a resume & cover letter. * Competitive salary and bonus compensation offered, commensurate with experience. Work Location: In person
Posted 3 weeks
Personal Lines Account Manager
Insurance Office of America - Fernandina Beach, FL 32034
Description Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development. Key Responsibilities: Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business. Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps. Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs. Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing. Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances. Claims Assistance: Facilitate client claims processes as needed. Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate. Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching. Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of industry experience State required active licensing (2-20 or 20-44) Exceptional customer service and communication skills Strong multi-tasking, organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $45,000 to $60,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 3 weeks
Personal Lines Account Manager
Insurance Office of America - Atlantic Beach, FL 32233
Description Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development. Key Responsibilities: Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business. Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps. Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs. Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing. Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances. Claims Assistance: Facilitate client claims processes as needed. Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate. Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching. Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of industry experience State required active licensing (2-20 or 20-44) Exceptional customer service and communication skills Strong multi-tasking, organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) High School diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $45,000 to $60,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.