NewEmployment Law Partner JobotEmployment Law PartnerJacksonville, FL$225,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Entrepreneurial Platform with Strong Backing: Build your practice on a stable regional platform with modern infrastructure, cross‑selling opportunities, and dedicated marketing, pricing, and legal operations support.
Retail Customer Service Associate FedExRetail Customer Service AssociateJacksonville Beach, FloridaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewClosing Admin - Bilingual Triad Financial Services IncClosing Admin - BilingualJacksonville, FLMinimum Qualifications: Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers . Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide.
NewPolicy & Procedure Writer Triad Financial Services IncPolicy & Procedure WriterJacksonville, FLPartner with Subject Matter Experts (SME's), Managers, Department Leaders to create and/or revise departmental procedures through process mapping; develop training modules, user guides, job aids., capturing written details, asking clarifying questions when necessary. Responsible for driving and leading the development, review and on-going maintenance of operational procedures, training materials, process maps, communication, and communication plans, working with applicable Department Leaders, as necessary.
Bilingual Spanish Customer Service Representative {170188} A-Line Staffing Solutions LLCBilingual Spanish Customer Service Representative {170188}Jacksonville, FL$26–$26 / hourHandle inbound customer calls regarding banking products, credit cards, lending, checking, and savings accounts . • Identify customer financial needs and recommend appropriate products and services .
Bilingual Customer Service Banker A-Line Staffing Solutions LLCBilingual Customer Service BankerJacksonville, FL$26–$26 / hourThe Bilingual Customer Service Banker (English/Spanish) is responsible for assisting clients through incoming calls with their credit and short-term lending needs while proactively identifying additional opportunities to help them achieve their long-term financial goals. Relationship Building: Create a positive client experience through active listening, explaining banking options in plain language, building rapport, and handling objections with empathy.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateJacksonville, FL$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesJacksonville, FL$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Managed Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - Director PricewaterhouseCoopers LLPManaged Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - DirectorJacksonville, FL$155,000–$410,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Managed Services - Revenue Cycle - PB Patient Financial Services (Billing/AR/Cash Posting) - Director, you will specialize in enhancing the efficiency and effectiveness of financial operations within organizations.
Life Services Financial Services Representative Bank of AmericaLife Services Financial Services RepresentativeJacksonville, FloridaKey responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerJacksonville, FL$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713414 Ernst & Young Global LtdAssurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713414Jacksonville, FLMust have 2 years of experience in engagement management, engagement execution and reporting, and client relationship building while serving clients in one or a combination of the following industries: Asset management industry, including mutual fund complexes, hedge funds, private equity funds, and/or other investment vehicles. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerJacksonville, FL$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Consultant, Truist Investment Services, Ponte Vedra, FL Truist BankFinancial Consultant, Truist Investment Services, Ponte Vedra, FLPonte Vedra Beach, FloridaGeneral 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. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerJacksonville, FL$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Financial Services Coordinator Compass Rose FoundationFinancial Services CoordinatorJacksonville, FloridaJones Technical Institute is a trade and technical school located in Jacksonville, Florida and we are seeking a dynamic, energetic, skilled, and knowledgeable individual to fill an open position as a Financial Services Coordinator. Motivating prospective students and family members to feel comfortable making the decision to invest in the programs offered at our institution and complete the enrollment process.
Financial Consultant, Truist Investment Services, Ponte Vedra, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Ponte Vedra, FLPonte Vedra Beach, FLConsults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the clients needs and to implement those products and services as appropriate. Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients.
Client Manager, Retirement Plans - The Baldwin Financial Services Baldwin Group ColleagueClient Manager, Retirement Plans - The Baldwin Financial ServicesJacksonville, FloridaYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
Insurance and Financial Services Position - State Farm Agent Team Member Christopher Patrick - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberJacksonville, FLIn this role, you will be responsible for building and maintaining customer relationships, identifying their insurance needs, and providing tailored solutions that protect their assets and ensure peace of mind. Our commitment to excellence has earned us prestigious accolades, including the President's Club, Chairman's Circle, and recognition as a Small Business Premier Program provider.
Client Manager, Retirement Plans - The Baldwin Financial Services The Baldwin Group Insurance Holdings, LLCClient Manager, Retirement Plans - The Baldwin Financial ServicesJacksonville, FLYou will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service. As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service.
Financial Services Representative - State Farm Agent Team Member Kim Lego - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberJacksonville, FL$55,000–$65,000 / yearAs a Financial Services Representative - State Farm Agent Team Member with Kim Lego - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Insurance and Financial Services Position - State Farm Team Member Daniel Lempesis - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberJacksonville, FLEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Financial Solutions Advisor - Participant Services (Series 7 required) Bank of AmericaFinancial Solutions Advisor - Participant Services (Series 7 required)Jacksonville, FloridaMerrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most – whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Life Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FL Bank of America CorpLife Services Financial Solutions Advisor (Series 7 required) - Jacksonville, FLJacksonville, FLAccount Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies Procedures and Guidelines Risk Management Written Communications. Key responsibilities include triaging client leads making referrals to business partners based on client needs and asset thresholds meeting with clients to review financial and investment goals building a financial plan and recommending brokerage products.
Financial Services Representative Bank of America CorpFinancial Services RepresentativeJacksonville, FLThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank.
Patient Account Representative I, Patient Financial Services, Full-time Brooks RehabilitationPatient Account Representative I, Patient Financial Services, Full-timeJacksonville, FLFull timeThis role supports the revenue cycle by reviewing accounts receivable, resolving billing issues, and communicating with payers and patients to facilitate payment and account resolution. The Patient Account Representative I is responsible for the timely and accurate follow-up of insurance and patient accounts to ensure appropriate reimbursement for services rendered.
Patient Account Representative II, Patient Financial Services, Outpatient, Full-time Brooks RehabilitationPatient Account Representative II, Patient Financial Services, Outpatient, Full-timeJacksonville, FLFull timeThis role focuses on resolving aged accounts, researching payment discrepancies, managing payer denials, and ensuring timely reimbursement for services rendered. The Patient Account Representative II is responsible for advanced accounts receivable follow-up and resolution of complex insurance and patient billing issues.
Insurance and Financial Services Position - State Farm Agent Team Member Kelsey Shay - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberYulee, FLBy accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
NewRemote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesJacksonville, FLRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Patient Account Representative II, Patient Financial Services, Inpatient, Full-time Brooks Rehabilitation HospitalPatient Account Representative II, Patient Financial Services, Inpatient, Full-timeJacksonville, FLThis position is also responsible for working and collecting discharged self-pay accounts, which includes but may not be limited to: • Assisting patients in the timely, efficient, accurate settlement of their accounts. This position is responsible for answering phones for the Inpatient Business Office and for assisting walk-in customers with billing questions.
Financial Services Professional Allen AgencyFinancial Services ProfessionalJacksonville, FloridaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
NewInsurance Claims Specialist | Patient Financial Services UF HealthInsurance Claims Specialist | Patient Financial ServicesSt. Augustine, FloridaThis role supports daily insurance follow-up operations through payer correspondence coordination, claim documentation review, Epic account updates, and accurate claim processing and routing. Minimum of six (6) months of billing experience within a hospital or physician practice setting, or one (1) year of experience in a business environment involving finance, accounting, or insurance portal systems.
Manager, Financial Services Regency Centers CorpManager, Financial ServicesJacksonville, FLPerform due diligence functions (i.e., review of transaction agreements, lease and file review, environmental assessment, title and survey review, physical inspection, confirmation of zoning and entitlements, estoppel tracking and review), conduct local market research to gather competitive business intelligence, and close and transition new investments into the Regency portfolio. The Manager of Financial Services will manage the inherent risks in the underwriting, financial analysis, and due diligence functions associated with the acquisition, development, and/or re-development of shopping centers to ensure that Regency is making well-informed investment decisions based on all relevant facts and circumstances.
Financial Service Representative Money MartFinancial Service RepresentativeJacksonville, FloridaWith over 40 years of experience and more than 400 retail locations, we help customers achieve their financial dreams through innovative loan products, convenient check cashing, competitive currency exchange, seamless money transfers, and versatile prepaid cards. Joining Money Mart means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.
Merrill Advisor Development Program- Financial Advisor: North Florida Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: North Florida MarketSaint Augustine, FLEffectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorJacksonville, FLFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
AMP Financial Advisor Raymond James Financial IncAMP Financial AdvisorPonte Vedra Beach, FLs66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
Financial Solutions Advisor - Ponte Vedra Financial Center Bank of America CorpFinancial Solutions Advisor - Ponte Vedra Financial CenterPonte Vedra Beach, FLResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - San Marco Financial Center Bank of America CorpFinancial Solutions Advisor - San Marco Financial CenterJacksonville, FLResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Oakleaf Plaza Financial Center Bank of AmericaFinancial Solutions Advisor - Oakleaf Plaza Financial CenterJacksonville, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Advisor Northwestern MutualFinancial AdvisorJacksonville, Florida$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorJacksonville, FL$79,000–$127,000 / yearThe Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.
Associate-Level Financial Planning Advisor (Remote) Traction Forge FinancialAssociate-Level Financial Planning Advisor (Remote)Jacksonville, FLRemoteThrough partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients create a roadmap toward long-term financial growth and stability. Whether you are looking for a fresh start, a career change, part-time income, or a path toward entrepreneurship and leadership, Traction Forge Financial provides the support and mentorship to help you grow.
NewRegistered Client Services Associate CollaberaRegistered Client Services AssociateJacksonville$45–$47 / hourTemporaryContractorEscalate opportunities to Wealth Advisors, Lending Officers, and other business partners when appropriate. Service and support Investment and Banking clients through inbound and outbound phone interactions.
Financial Advisor, SVP Synovus Financial CorpFinancial Advisor, SVPJacksonville, FLDevelops sustainable, long-term solutions to fulfill the unique needs of existing and prospective clients; leverages financial planning services on behalf of client when appropriate; assists in providing advice and counsel, as relevant, in areas of banking and lending services, personal trust and estate services, investment management, insurance services, and retirement planning. Recognizing the importance of every client interaction, team members work to consistently deliver a client experience that demonstrates they are proactively thinking to understand their clients'' needs and offer solutions to meet or exceed their clients'' priorities.
Internal Financial Advisor ValuTeachersInternal Financial AdvisorPonte Vedra, FLAs we expand our presence in Northeast Florida, we are seeking a licensed Financial Advisor with a Series 65 license who is entrepreneurial, client-focused, and motivated to build a thriving advisory practice. This role is ideal for professionals who want the independence of a 1099 commission-based business model combined with the infrastructure, support, and mission-driven environment of an established organization.
NewClient Services Associate Pyramid Consulting, IncClient Services AssociateJACKSONVILLE, FL$45–$47 / hourAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.).
NewClient Services Associate AxelonClient Services AssociateJacksonville, FL$43–$46 / hourAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.).
Call Center Associate - Investment & Retirement Services Software Guidance & AssistanceCall Center Associate - Investment & Retirement ServicesJacksonville, FLAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Responsibilities:Responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients.
Business Services Representative (Outside Business Development - Small Business Specialist) First Citizens BancShares IncBusiness Services Representative (Outside Business Development - Small Business Specialist)Ponte Vedra, FLRequired Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.