Premium Elite Relationship Manager Bank of America CorpPremium Elite Relationship ManagerJacksonville, FL$75,000–$90,000 / yearResponsibilities:Manages a book of high net worth, active self-directed clients and serves as primary point of contact for all of the clients' trading and servicing needsDelivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships through product penetrationTakes a client-focused approach by being a reliable expert on the client's most complex trading, servicing, and relationship needs and elevating to the status of a trusted counterpart, ultimately winning wallet shareDemonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulationsExecutes a disciplined approach to all business development strategies and goals to achieve business growth, while focusing on the client experienceDevelops knowledge of internal policies, procedures, and processes to ensure the most flawless and seamless execution of the most complex trading strategiesWorks seamlessly across all enterprise business lines, including Global Wealth and Investment Management (GWIM), US Trust and Preferred Banking, as well as internal partners within Merrill Edge to deliver a world-class relationship model and improve processesRequired Qualifications:Minimum 3 - 5 years of investment, trading and brokerage experience requiredExperience with advanced trading strategies, options, fixed income, and margin requiredSeries 7 and 66 licensing requiredConfident and engaging presenceSound decision making skills with ability to manage risk and overall client experienceStrong analytical and organizational skillsStrong interpersonal skills and the ability to work in a team environmentAbility to handle multiple tasks in a dynamic environmentFor internal employees; participation in a work from home posture does not make you ineligible to postDesired Qualifications:Wealth management and private client experienceKnowledge of the Enterprise platforms (US Trust, BAC, Advisory)Additional Skills Used:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementRisk ManagementTradingWritten 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Rhode Island pay and benefits information Rhode Island pay range: $75,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Mitchell Hammock Financial CenterOviedo, FLOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. Job Description:As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor - Lady Lake, FL Bank of America CorpFinancial Solutions Advisor - Lady Lake, FLLady Lake, 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 - South Broward / North Dade Bank of AmericaFinancial Solutions Advisor - South Broward / North DadeMiramar, 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. • 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 Solutions Advisor Registration Candidate - Pinellas County Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Pinellas County MarketSaint Petersburg, FLOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Services Officer First Commerce Credit UnionFinancial Services OfficerTallahassee, FLFull timeAs a Financial Services Officer, you'll create lifelong relationships with members and potential members, helping them navigate consumer lending, everyday banking, and the full range of FCCU solutions. You'll drive success through service - delivering an exceptional experience, hitting sales and referral goals, and growing your book of business by building relationships both inside and outside the financial center.
Market President Ameris BancorpMarket PresidentTallahassee, FLMay function as a lending officer by thoroughly collecting and analyzing customer and prospect financials to assess viability, performing ongoing credit grade determinations within policy guidelines and facilitating loan approval processes. Implements strategy, assesses and monitors performance, recruits, trains, coaches, motivates, manages and evaluates teams to meet and exceed sales goals as outlined by Bank leadership.
Loan Processor Triad Financial Services IncLoan ProcessorJacksonville, FLSends out new approvals to borrowers with a detailed list of additional documents needed for the file after initial underwriting. Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide.
Regional Sales Manager The EMAC GroupRegional Sales ManagerTampa, FloridaAn aggressive, growth-minded National IMB Seller/Servicer is expanding its retail footprint and looking for a proven Regional Vice President to lead market growth, attract top producers, and drive profitability across key regions. Lead and inspire a team of high-performing loan officers and branch managers to grow market share, boost production, and deliver exceptional client experiences.
Summer Associate (Business Intelligence & Data Analytics) Navy Federal Credit UnionSummer Associate (Business Intelligence & Data Analytics)Pensacola, FLThe Loan Boarding & Data Integration team serves as the operational and technical bridge between mortgage origination and servicing, supporting the systems, processes, and data that enable new mortgage products to be successfully onboarded and supported throughout the member lifecycle. Team members partner with business stakeholders, application engineers, product teams, and operational leaders to develop solutions that improve efficiency, enhance reporting capabilities, and provide visibility into key business outcomes.
Homebuilder Portfolio Manager Ameris BankHomebuilder Portfolio ManagerJacksonville, FloridaThe Homebuilder Portfolio Manager facilitates efficient operations, optimizes relationship management and portfolio growth, executes compliance and collections procedures, and serves as a client contact. The Homebuilder Portfolio Manager will require direct client contact, providing financial analysis to maximize profitability, and is a valuable member of the support team for the client.
Business Banker Ameris BankBusiness BankerOcala, FloridaThe position makes sales calls and visits to business customers, high net worth individuals and prospects to understand the client needs, customize solutions that will benefit the customer and meet loan, deposit and service needs. Reviews loan applications, tax returns, income statements, bank statements and other relevant data to determine actual cash flow and perform ongoing credit grade determinations within policy guidelines.·
Senior Commercial Banking Specialist Ameris BankSenior Commercial Banking SpecialistTampa, FloridaThe Senior Commercial Banking Specialist trains and coaches Commercial Banking Specialists and demonstrates the Ameris Vision, Purpose, Expectations and Values. Monitors the customer experience by assessing customer feedback, identifying opportunities for improvement, researching and resolving complex problems to ensure customer service excellence.
Sr. Business Controls Manager Fay Servicing, LLC.Sr. Business Controls ManagerTampa, FL$95,000–$100,000 / yearReporting to the EVP, Enterprise Controls, this position is responsible for conducting risk assessments, documenting operational processes and controls, analyzing available data, supporting issue remediation, change leadership, and providing operational support for assigned functional areas, with the purpose of identifying areas of risk outside of tolerance, existing control gaps, or improvement opportunities. Additionally, this position addresses identified issues through collaboration and partnership with senior leadership to prioritize the issue(s), determine a root cause, size the impacted population, define a remediation plan, monitor timelines, and work within the governance framework to ensure the remediation plan is executed in a timely manner.
Head of Sales & Business Development Careers & InternshipsHead of Sales & Business DevelopmentLakeland, FloridaRemoteThe opportunity is to assemble a best-in-class sales organization capable of generating substantial qualified loan volume through data-driven execution, targeted strategic partnerships, and outstanding talent development. While this leader is capable of individual deal sourcing in the early build-out phase, success will ultimately be evaluated based on team-driven production outcomes.
Loan Officer Century Communities IncLoan OfficerJacksonville, FLRemoteWe're proud to be part of the company's mission to create thriving, enduring neighborhoods with lasting livability, focusing on building sustainable, affordably priced homes for our customers while reducing our carbon footprint. Your Key Responsibilities Include: In conformity with Inspire Home Loans'' policies, procedures, and applicable law, the Loan Officer will collect and analyze each customer''s financial information and assess if the individual can qualify for a specific loan product.
Loan Documentation Quality and Training Specialist Ameris BancorpLoan Documentation Quality and Training SpecialistJacksonville, FLSupports large, complex, and specialized commercial loan closings by reviewing legal closing documents, third-party reports, entity documents, title, surveys, flood determinations, UCC searches, and other required diligence items for accuracy and sufficiency. The Loan Documentation Quality and Training Specialist serves as the subject matter expert and product owner for loan documentation, with primary responsibility for developing, delivering, and reinforcing training for Loan Closers and related stakeholders.
Wholesale Banking Loan Closer (Remote in Jacksonville, FL or Atlanta, GA) Ameris BancorpWholesale Banking Loan Closer (Remote in Jacksonville, FL or Atlanta, GA)Jacksonville, FLRemoteRequired Knowledge, Skills and Competencies: Advanced knowledge of commercial loan documentation and various loan structures such as commercial real estate, asset based lending, general C&I lending, and various complex non-real estate transactions. Essential Functions, Duties, and Responsibilities: Facilitates the closing of multiple large dollar, complex commercial loans simultaneously, Reviews loan type, approval terms and conditions, bank policy and regulations to determine closing requirements and develop a due diligence/closing checklist.
Commercial Loan Closer Supervisor Ameris BancorpCommercial Loan Closer SupervisorJacksonville, FLPrepares and monitors various management reports relevant to the Commercial Loan Closer and Agriculture Loan Closer including but not limited to monthly production, quality control reviews, quarterly service level agreements, compliance audits, and post closing review reports. The Commercial Loan Closing Supervisor is responsible for the supervision and workflow management of a team of Commercial Loan Closers and Agriculture Loan Closers for purpose of documentation preparation and closing of a wide range of commercial loan transactions.
Market President Ameris BankMarket PresidentTallahassee, FloridaMay function as a lending officer by thoroughly collecting and analyzing customer and prospect financials to assess viability, performing ongoing credit grade determinations within policy guidelines and facilitating loan approval processes. Implements strategy, assesses and monitors performance, recruits, trains, coaches, motivates, manages and evaluates teams to meet and exceed sales goals as outlined by Bank leadership.