Job Results
Financial Services
Posted 2 weeks
Relationship Banker/Senior Relationship Banker – North Florida Coast Area
Truist - Saint Augustine, FL 32092
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: Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time. 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. 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. High school diploma or equivalent education 2. 2 years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements 7. Ability to multi-task under time constraints 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. Associate’s degree or higher 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and procedures 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
Relationship Banker/Senior Relationship Banker – Metro Jax Area
Truist - Jacksonville, FL 32258
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: Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time. 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. 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. High school diploma or equivalent education 2. 2 years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements 7. Ability to multi-task under time constraints 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. Associate’s degree or higher 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and procedures 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 3 weeks
Commercial Underwriter I
Ameris Bank - Jacksonville, FL
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate. Responsible for working with Credit Administration and the Market Bank on loan structure and terms, leading loan requests through the credit approval process, and assisting with the overall portfolio management. The position will require direct client contact, providing financial analysis to maximize profitability, and is a valuable member of the support team for the client. Other duties as assigned. Essential Functions, Duties, and Responsibilities: Provide loan structure guidance and apply analytical assistance to mitigate risks in relationships consistent with Ameris Bank loan policies. Facilitate the receipt of financial updates on lending relationships. Assist with the preparation of detailed analysis of borrower's financials for simple-to moderate complexity on new and renewal loans and prepare Loan Committee package and updates as needed. Prepare or assist in the preparation of concise, well-reasoned, credit memorandums to properly underwrite risks of loan transactions. Assist with the monitoring of the loan portfolio through report preparation and maintenance. Perform financial covenant testing for borrowers. Communicate material financial changes or covenant non-compliance within existing relationships to the Regional Credit Officer. Prepare Market Studies and Annual Reviews as needed. Manage all needed resources that will efficiently obtain the credit approval of loans requiring approvals above individual officer limits. Assist with the presentation of loan requests to the respective committees for approval. Work with Commercial Banking Assistants, Account Officers, and other providers to manage the closure and funding of loans. Participate in business development efforts with Account Officers which would include prospect call support and identifying potential additional product needs during underwriting. Exhibit a thorough understanding of the Ameris Bank credit culture and the terms and conditions under which loans should be presented and closed. Maintain awareness of Ameris Bank products and services and how they can be offered to clients and prospects. Required Knowledge, Skills and Competencies: Strong interpersonal skills with emphasis on relationship building both internally and with Ameris clients and prospects. Strong credit and analytical skills. Highly developed communication skills including the ability to write clear and concise credit correspondence. Ability to work independently and effectively manage multiple priorities. Ability to advocate persuasively. Highly proficient in Moody’s software and cash flow analyses. Expertise in financial computer applications (primarily Microsoft Excel) and database management tools. Industry and Work Experience: Minimum of 3 years’ experience analyzing and/or structuring loan transactions in a corporate lending environment, including developing complex cash flows and analyses Academic: An undergraduate degree is required with focus in the areas of finance, economics, or accounting preferred Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers’ Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicantss of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Posted 3 weeks
Asst Branch Manager I – Wildlight
Community First Credit Union of Florida - Yulee, FL 32097
Lead. Inspire. Grow. At Community First Credit Union, we are more than a financial institution. We are a team dedicated to helping our members achieve their goals. As an Assistant Branch Manager, you will play a vital role in ensuring smooth branch operations, supporting your team’s success, and delivering exceptional member experiences. Major Duties and Responsibilities: Lead Operations: Oversee daily branch operations, ensuring compliance with security protocols and policies. Develop Talent: Supervise, coach, and evaluate team members to foster growth and accountability. Drive Results: Monitor and motivate staff to achieve sales and production goals, holding the team accountable for success. Serve Members: Assist members with opening accounts, loans, and other services—providing personalized advice to help them reach their financial goals. Recruit & Interview: Participate in hiring for Teller and Member Service positions, making recommendations and supporting the selection process. Ensure Compliance: Adhere to all applicable laws and regulations, including the Bank Secrecy Act, Patriot Act, and OFAC requirements. Knowledge and Skills: Experience: 3–5 years of related experience, including leadership or supervisory roles. Education: High school diploma or equivalent required. Skills: Strong communication, problem-solving, and leadership abilities. Ability to motivate and influence others while maintaining confidentiality and professionalism. ADA Requirements: PHYSICAL REQUIREMENTS: Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance. WORKING CONDITIONS: Must be able to routinely perform work indoors in climate-controlled private office with minimal noise. MENTAL AND/OR EMOTIONAL REQUIREMENTS: Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan and direct the work activities of self and others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Community First Credit Union is an Equal Opportunity Employer. Community First values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran.
Posted 3 weeks
Branch Leader I, II or III – Nocatee
Truist - Ponte Vedra, FL 32081
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: The branch leader has responsibility for managing all aspects of assigned branch. The responsibilities include but are not limited to: driving branch performance through leading, coaching and managing; and business development. Small business expertise and development critical to Truist’s Purpose of inspiring and building better lives and communities. Ensuring compliance with internal controls, operational procedures and risk management policies. Management of human capital including interviewing, selection, hiring, conducting performance reviews, disciplinary actions, workforce management scheduling. May be cross trained to assist with teller transactions as needed. 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. Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of the Truist culture. 2. Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership. 3. Drive branch revenue through Small Business development and new client strategies. Drive the growth of Small Business expertise through branch routines of face-to-face appointments with clients, outbound calling, and prospecting as well as the growth of Mass Affluent through face-to-face appointments and outbound calling. 4. Participation, as reviewed and approved in the market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and building the Truist Brand. 5. Responsible for successfully executing on the branch engagement routines by leading, growing, coaching and motivating teammates, to fulfill the Purpose Mission and Values for client’s financial success and team empowerment. 6. Partnership with Integrated Relationship Management (IRM) and Operations partners. Partner with the area operations officer to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics and ensuring that all required training is successfully completed by the entire team. Proactively collaborate with all IRM and key line of business partners to lead and promote One Team culture within branch through One Team/Business Partnerships. 7. Responsible for human capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor’s degree or equivalent education and related training or experience. 2. Two years of financial services and consumer/small business expertise or equivalent experience and/or performance 3. One year of previous branch leadership or management experience 4. Strong interpersonal, sales relationship and prioritization skills. 5. Strong written and verbal skills. 6. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS background check. 7. Ability to inspire, lead and coach others. Preferred Qualifications: 1. Bachelor’s degree with a concentration in Business, Accounting, Finance or Banking 2. Graduate of Internal Leadership Development Programs 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 3 weeks
Relationship Banker/Senior Relationship Banker – Nocatee
Truist - Ponte Vedra, FL 32081
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: Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time. 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. 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. High school diploma or equivalent education 2. 2 years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements 7. Ability to multi-task under time constraints 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. Associate’s degree or higher 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and procedures 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 3 weeks
Business Relationship Support Specialist
Wells Fargo - Jacksonville, FL
About this role: Wells Fargo is seeking a Business Relationship Support Specialist in Specialized Industries HHN as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com In this role, you will: Be accountable for a complex portfolio of customers Share leadership role with managers to oversee a portfolio of accounts Identify opportunity for process improvements within the portfolio Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio Verify compliance and report identified issues for resolution Make decisions on complex customer issues Partner with managers to resolve issues and provides status updates on implementations Develop expertise in the policies, procedures, and compliance requirements Handle complex customer issues which include escalation and resolution Lead team and serve as a subject matter expert for the department Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Strong experience supporting complex or large portfolios of business customers Demonstrated ability to partner closely with relationship managers, customer support managers, partners, and senior leaders Self-motivated and proactive, with the ability to independently manage priorities, identify issues, and drive solutions with minimal supervision Treasury Experience Solid understanding of regulatory, audit, and compliance requirements within a financial services environment Proven ability to manage and resolve complex customer issues, including escalations Experience coordinating across operations centers, internal bank partners, and external vendors Knowledge of Wells Fargo's products and services and ability to identify opportunities to support customer growth Strong presentation and communication skills with experience serving as a subject matter expert Ability to manage high operating exposure portfolios and support complex transaction execution Strong organizational skills with attention to detail in documentation, policy, and business continuity planning Knowledge of various systems used to support Commercial Banking clients including: Hogan, WCIS, Cornerstone, TM Legal Wizard, WCAO, Relationship View, Service View, SVP, and WICE Job Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards #commercialbanking Location: 100 N 18th Street- Philadelphia, Pennsylvania 19103 670 McKnight Road N-Maplewood, Minnesota 55119 1 Independent Drive-Jacksonville, Florida 32202 91 E Main Street -Moorestown, New Jersey 550 S Tryon Street-Charlotte, North Carolina 28202 Required location listed above. Relocation assistance is not available for this position. Pay Range: Philadelphia-Pennsylvania Pay Range: $66,000 - $100,000 USD annual (this range may not be applicable to other locations) Maplewood-Minnesota Pay Range: $66,000 - $100,000 USD annual (this range may not be applicable to other locations) Jacksonville-Florida Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations) Moorestown-New Jersey Pay Range: $66,000 - $100,000 USD annual (this range may not be applicable to other locations) Charlotte-North Carolina Pay Range: $60,000 - $91,000 USD annual (this range may not be applicable to other locations) Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $60,000.00 - $100,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 7 May 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. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Posted 3 weeks
Tax Accountant Senior
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company, and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS? About the role As a Tax Senior, you will prepare federal, state, and local income tax returns for multiple legal entities, maintain tax records, and prepare income tax provisions. What you will be doing Prepares, reviews, and files various reports for federal, state, and local reporting as well as other areas of tax compliance (monthly, quarterly, annually). Maintains current knowledge of tax laws, updates and revisions, and informs management of issues affecting FIS. Reviews proposals for tax implications and recommends actions that meet business plans while managing tax liability. Investigates and reconciles discrepancies. Anticipates potential tax filing conflicts and resolves before returns are filed, i.e., acquisitions, fixed purchase option leases, etc. Reconciles any year-end balances and recovers any tax overpayments. Requests refunds for dual taxation, incorrect assessment, and exempt property. Assists with tax audits. Monitors internal reporting software database for integrity and maintenance. Other related duties assigned as needed. What you bring: Bachelor’s degree in accounting or finance. At least 2 years of Big 4 experience or 3 years of industry experience. CPA accreditation preferred. Good understanding of generally accepted accounting principles. Knowledge of federal, state, and local income concepts and practices. Communicates ideas both verbally and in written form in a clear, concise, and professional manner. Ability to analyze and solve problems using learned techniques and tools. Attention to detail, accuracy, and confidentiality. Demonstrated ability to plan and accomplish work to ensure critical deadlines are met. Ability to create spreadsheets and demonstrated proficiency in the use of Microsoft Office and accounting software. Ability to establish and maintain effective working relationships. What We Offer You: At FIS, you can learn, grow, and make an impact in your career. Our benefits include: Flexible and creative work environment Diverse and collaborative atmosphere Professional and personal development resources Opportunities to volunteer and support charities Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 3 weeks
Financial Analyst Senior (FP&A)
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor's Degree Job Description As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS? About The Team: The team partners closely with finance, data, and technology leaders to modernize financial insights, enable scalable decision‑making, and advance the use of advanced analytics and AI across the organization. The environment emphasizes strong fundamentals, thoughtful innovation, and building solutions that are practical, trusted, and enterprise‑ready. About The Role: The Financial Analyst Senior will play a pivotal role in modernizing the financial forecasting and reporting capabilities of the organization. This position bridges finance, data engineering, and advanced analytics, leveraging Microsoft Fabric, Power BI, and AI/ML to build automated, intelligent financial processes. The analyst will design the foundational data structures, pipelines, and models that enable automated forecasting and set the stage for agentic (autonomous) forecasting routines. What You Will Be Doing: Enable and maintain automated data pipelines in Microsoft Fabric Develop data models and transformations to support forecasting and reporting Ensure data quality, lineage, and governance Develop advanced Power BI dashboards and semantic models Optimize models for performance and scalability Create reusable reporting templates Train ML-driven forecasting models Translate business drivers into ML models Support accuracy evaluation and scenario modeling Build foundations for agentic forecasting Lead the FP&A function and collaborate with across all functions Lead forecasting cycles with automated analytics Identify automation opportunities Standardize documentation and contribute to analytics roadmap What You Will Need: Bachelor’s degree in Finance, Analytics, CS, or related field Generally requires 3+ years in FP&A, financial modeling, or data analytics Power BI expertise (DAX, modeling) Experience with Microsoft Fabric or Azure data platforms Some comfort level with Python, SQL and ML concepts Strong financial/AIS understanding Solid GAAP and Financial Statements foundation Added Bonus If You Have: Experience with automated forecasting models MLOps or Azure ML exposure Advanced data engineering skills Semantic model expertise Understanding of agentic AI concepts What We Offer You: At FIS, you can learn, grow and make an impact in your career. Our benefits include: Flexible and creative work environment Diverse and collaborative atmosphere Professional and personal development resources Opportunities to volunteer and support charities Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 3 weeks
Corporate Counsel Senior
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description The world of finance moves fast. At FIS, we’re faster. Our teams are empowered to learn, grow, and make an impact–in their careers and communities. We deliver innovation that advances the way the world pays, banks and invests. If you want to grow personally and professionally, we’d like to know: Are you FIS? About the team: The FIS Legal team is comprised of 200+ attorneys and paraprofessionals worldwide who are a part of the Legal, Compliance & Corporate Affairs (LCCA) group, which includes 600+ professionals who serve as advisors to and partners with our businesses. Teams within our group work collaboratively with each other and with our business colleagues to solve problems in an effective and pragmatic manner. We view our role as one of strategic enablement and support for our business leaders in a variety of legal, compliance and corporate affairs matters. We strive to assist our businesses in meeting their objectives with sound, reasonable and well-considered legal counsel and compliance analysis and support. What you will be doing: Provide operational direction to the legal team, ensuring alignment with corporate objectives. Provide strategic legal advice to various business stakeholders with respect to product development, go-to-market, and production support. Provide support with Enterprise Account Managers in supporting commercial sales contracts with banks and credit unions throughout North America Support strategic partnerships with market leading financial services providers and emerging technology partners. Requires communication with executive leadership and various strategic stakeholders in the organization. Acts as a thought leader within the legal team and the organization, providing insights on emerging legal trends and industry best practices. Develops strategic goals and implements strategic initiatives in support of goals Develops and implements new processes, standards or operational plans that will have an impact on the achievement of functional results Significantly improves on existing processes and practices for efficiency and effectiveness Implements the organization's intellectual property strategy, managing trademarks, patents, and copyrights, conducting rigorous due diligence related to intellectual property in complex business transactions. What you will need: J.D. with active membership in at least one state bar. 7-10 years of relevant prior in-house experience within a financial services and/or technology company is strongly preferred. Particular emphasis will be placed on prior experience with payments, banking, and data practices. Strong communication, research, writing, and analytical skills, including drafting of advice, as well as the ability to work independently and collaboratively in a fast-paced environment. Ability to review and evaluate multi-faceted issues and counsel business colleagues on complex legal questions relating to various regulatory issues. Experience advising clients in a complex, diversified, global organization. Experience prioritizing and managing multiple projects efficiently and effectively in a fast-paced business environment and driving complex projects to completion. Confident and proactive self-starter with strong interpersonal skills and a demonstrated ability to provide sound legal advice, exercise good judgement, and work well with senior management and cross functional stakeholders. What we offer you: At FIS, we hire the best. In return, you receive exceptional benefits including: • Opportunities to innovate in fintech • Tools for personal and professional growth • Inclusive and diverse work environment • Resources to invest in your community • Competitive salary and benefits Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass