Finance Specialist jobs at BankUnited - 25 jobs

Sign-on bonus of $500 to be paid after six months of continuous service SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. Cashes checks and pays out money after verification of signatures and customer balances. Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Places holds on accounts as appropriate. Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Explains, promotes, refers, or sells Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals. Performs outbound calls and set appointments for Market Leader and/or Sales & Service Officer(Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales goals. Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities. Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible. Refers customer to appropriate business line as needed to ensure customer needs are met. Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals. Maintains knowledge of current products, policies, procedures and regulations as it relates to position. Adheres to all current policies, procedures and regulations as it relates to position. Processes transactions from automated teller machine and night depository. Responds professionally to customer inquiries or problems. Assists customers with safe deposit box transactions. Fills in for Financial Specialist Leader when absent. May order daily supply of cash, and counts incoming cash. Under dual control, balances cash in automated teller machines and night depository. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION HS Diploma or GED required And EXPERIENCE Minimum of 1-2 years of cash handling experience (preferably Teller) required Excellent customer service, sales, risk management and cash operations experience preferred Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am - 5pm in either Miami Lakes or Boynton Beach. The Compan may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those travaling more than 60 miles each way may inquire about the details of hotel reimbursement. Sign-on bonus of $500 to be paid after six months of continuous service ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends. What We're Looking For Engage with clients and prospects to identify their financial profile and provide clients with investment services that will align with their objectives and tolerance, and will help them achieve their financial goals. Maintain a thorough and current understanding of client needs and goals to make suitable recommendations and implement investment strategies in the client's best interest. Perform portfolio evaluations and monitor portfolio performance against client objectives. Collaborate with the Financial Advisor in prospecting new clients to grow the business through networking, referrals, and participation in industry related seminars and events; domestic travel may be required. Stay current with market trends as well as all industry rules and regulations, policies and procedures, and Firm training and continuing education. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor. Solicit orders to clients at the direction of the Financial Advisor. Identify matters that require escalation including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy. Use independent judgement and discretion to determine the unique needs of each client. What You'll Bring Proven success in establishing rapport with clients; building and maintaining a mutually beneficial, long-term relationships. In-depth understanding of the Financial Services industry, domestic and international markets, and applicable regulatory environment. Thorough understanding of investment portfolios, products, and services and how to utilize them with individual clients. Integrity to perform job functions ethically within the boundaries of the regulatory environment. Education & Experience Minimum Required: Bachelor's Degree or a combination of education and experience. Minimum Required: 5+ years' Financial Services/Brokerage experience Licenses & Credentials Minimum Required: Series 7 and Series 63 or 66. Note: If required by state for advisory business Series 63 and 65 or Series 66. Systems & Technology Proficient in Microsoft 365. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Sign-on bonus of $500 to be paid after six months of continuous service SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. * Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. * Cashes checks and pays out money after verification of signatures and customer balances. * Enters customers' transactions into computer to record transactions, and issues computer generated receipts. * Places holds on accounts as appropriate. * Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. * Explains, promotes, refers, or sells Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals. * Performs outbound calls and set appointments for Market Leader and/or Sales & Service Officer(Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales goals. * Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities. * Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible. Refers customer to appropriate business line as needed to ensure customer needs are met. * Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals. * Maintains knowledge of current products, policies, procedures and regulations as it relates to position. * Adheres to all current policies, procedures and regulations as it relates to position. * Processes transactions from automated teller machine and night depository. * Responds professionally to customer inquiries or problems. * Assists customers with safe deposit box transactions. * Fills in for Financial Specialist Leader when absent. * May order daily supply of cash, and counts incoming cash. * Under dual control, balances cash in automated teller machines and night depository. * Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). * Adheres to Bank policies and procedures and completes required training. * Identifies and reports suspicious activity. EDUCATION HS Diploma or GED required And EXPERIENCE * Minimum of 1-2 years of cash handling experience (preferably Teller) required * Excellent customer service, sales, risk management and cash operations experience preferred Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am - 5pm in either Miami Lakes or Boynton Beach. The Compan may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those travaling more than 60 miles each way may inquire about the details of hotel reimbursement. Sign-on bonus of $500 to be paid after six months of continuous service ADDITIONAL INFORMATION * Candidates residing in locations within BankUnited's footprint may be given preference. Candidates residing in locations within BankUnited's footprint may be given preference.

Sign-on bonus of $1,500 to be paid after six months of continuous service. SUMMARY: Provides leadership to tellers in assigned branch ensuring customers are handled appropriately and their banking needs are identified and met. Assist branch in achieving all referral and service goals by performing the following duties within established policies and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. * Maintains direct responsibility for supervising the day-to-day operations of the teller line. * Coordinates workflow of tellers. * Coordinates operational activities within their authority. Keeps Branch Assistant Leader and Market Leader apprised of all issues. * Achieves individual referral goals through cross selling of all credit, non-credit, and fee income and alternative investment goals. Works with tellers to achieve referral goals and track teller performance. The FSL takes the lead role in being the "operational coach" for the teller line. * Serves as teller cashing checks and processing deposits; issues and receives negotiable instruments * Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities, such as opening accounts, as needed. * Centrally maintains reserve and working supplies of negotiable instruments, including, but not limited to: official checks, money orders, and counter checks. * Balances out branch to standard cash limit, prepares cash shipments to Federal Reserve intermediary banking institution and reconciles cash general ledger account. * Maintains and controls vault cash. * Ensures that tellers adhere to all current policies, procedures and regulations including compliance and security. * Conducts Teller meetings to discuss branch issues, regulatory updates, and/or to explain procedural changes/practices. * Works with Assistant Branch Leader to address operational exceptions and maintain operational soundness of Teller line. * Assists tellers with identifying and correcting out-of-balance conditions. * Works with Market Leader/Assistant Branch Leader to develop weekly schedules. * Participates with Market Leader/Assistant Branch Leader in evaluation of teller performance. Participates in corrective action process. * Advises Market Leader/Assistant Branch Leader of discrepancies from standard operating procedures so proper corrective action can be taken. * Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). * Adheres to Bank policies and procedures and completes required training. * Identifies and reports suspicious activity. EDUCATION HS Diploma or GED required EXPERIENCE * Minimum of 3-5 years job experience as a Teller/Senior Teller or demonstrated leadership/supervisory ability in operations area related to Bank or retail operations required ADDITIONAL INFORMATION * Candidates residing in locations within BankUnited's footprint may be given preference. Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement. Sign-on bonus of $1,500 to be paid after six months of continuous service. #GoForMore

SUMMARY: Provides leadership to tellers in assigned branch ensuring customers are handled appropriately and their banking needs are identified and met. Assist branch in achieving all referral and service goals by performing the following duties within established policies and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Maintains direct responsibility for supervising the day-to-day operations of the teller line. Coordinates workflow of tellers. Coordinates operational activities within their authority. Keeps Branch Assistant Leader and Market Leader apprised of all issues. Achieves individual referral goals through cross selling of all credit, non-credit, and fee income and alternative investment goals. Works with tellers to achieve referral goals and track teller performance. The FSL takes the lead role in being the "operational coach" for the teller line. Serves as teller cashing checks and processing deposits; issues and receives negotiable instruments Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities, such as opening accounts, as needed. Centrally maintains reserve and working supplies of negotiable instruments, including, but not limited to: official checks, money orders, and counter checks. Balances out branch to standard cash limit, prepares cash shipments to Federal Reserve intermediary banking institution and reconciles cash general ledger account. Maintains and controls vault cash. Ensures that tellers adhere to all current policies, procedures and regulations including compliance and security. Conducts Teller meetings to discuss branch issues, regulatory updates, and/or to explain procedural changes/practices. Works with Assistant Branch Leader to address operational exceptions and maintain operational soundness of Teller line. Assists tellers with identifying and correcting out-of-balance conditions. Works with Market Leader/Assistant Branch Leader to develop weekly schedules. Participates with Market Leader/Assistant Branch Leader in evaluation of teller performance. Participates in corrective action process. Advises Market Leader/Assistant Branch Leader of discrepancies from standard operating procedures so proper corrective action can be taken. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION HS Diploma or GED required EXPERIENCE Minimum of 3-5 years job experience as a Teller/Senior Teller or demonstrated leadership/supervisory ability in operations area related to Bank or retail operations required ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference. Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement. #GoForMore

The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs. Performs other duties as assigned. Basic Qualifications: High School Diploma Minimum of 1 year of investment sales experience Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: Bachelor's Degree CFP At least 2-3 years of experience in an investments area Experience coaching, influencing and developing individuals in a team environment Track record of exceeding expectations as well as assigned goals and targets Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Sign-on bonus of $1,500 to be paid after six months of continuous service. SUMMARY: Provides leadership to tellers in assigned branch ensuring customers are handled appropriately and their banking needs are identified and met. Assist branch in achieving all referral and service goals by performing the following duties within established policies and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. * Maintains direct responsibility for supervising the day-to-day operations of the teller line. * Coordinates workflow of tellers. * Coordinates operational activities within their authority. Keeps Branch Assistant Leader and Market Leader apprised of all issues. * Achieves individual referral goals through cross selling of all credit, non-credit, and fee income and alternative investment goals. Works with tellers to achieve referral goals and track teller performance. The FSL takes the lead role in being the "operational coach" for the teller line. * Serves as teller cashing checks and processing deposits; issues and receives negotiable instruments * Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities, such as opening accounts, as needed. * Centrally maintains reserve and working supplies of negotiable instruments, including, but not limited to: official checks, money orders, and counter checks. * Balances out branch to standard cash limit, prepares cash shipments to Federal Reserve intermediary banking institution and reconciles cash general ledger account. * Maintains and controls vault cash. * Ensures that tellers adhere to all current policies, procedures and regulations including compliance and security. * Conducts Teller meetings to discuss branch issues, regulatory updates, and/or to explain procedural changes/practices. * Works with Assistant Branch Leader to address operational exceptions and maintain operational soundness of Teller line. * Assists tellers with identifying and correcting out-of-balance conditions. * Works with Market Leader/Assistant Branch Leader to develop weekly schedules. * Participates with Market Leader/Assistant Branch Leader in evaluation of teller performance. Participates in corrective action process. * Advises Market Leader/Assistant Branch Leader of discrepancies from standard operating procedures so proper corrective action can be taken. * Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). * Adheres to Bank policies and procedures and completes required training. * Identifies and reports suspicious activity. EDUCATION HS Diploma or GED required EXPERIENCE * Minimum of 3-5 years job experience as a Teller/Senior Teller or demonstrated leadership/supervisory ability in operations area related to Bank or retail operations required ADDITIONAL INFORMATION * Candidates residing in locations within BankUnited's footprint may be given preference. Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement. Sign-on bonus of $1,500 to be paid after six months of continuous service. #GoForMore

Sign-on bonus of $1,500 to be paid after six months of continuous service. SUMMARY: Provides leadership to tellers in assigned branch ensuring customers are handled appropriately and their banking needs are identified and met. Assist branch in achieving all referral and service goals by performing the following duties within established policies and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Maintains direct responsibility for supervising the day-to-day operations of the teller line. Coordinates workflow of tellers. Coordinates operational activities within their authority. Keeps Branch Assistant Leader and Market Leader apprised of all issues. Achieves individual referral goals through cross selling of all credit, non-credit, and fee income and alternative investment goals. Works with tellers to achieve referral goals and track teller performance. The FSL takes the lead role in being the "operational coach" for the teller line. Serves as teller cashing checks and processing deposits; issues and receives negotiable instruments Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities, such as opening accounts, as needed. Centrally maintains reserve and working supplies of negotiable instruments, including, but not limited to: official checks, money orders, and counter checks. Balances out branch to standard cash limit, prepares cash shipments to Federal Reserve intermediary banking institution and reconciles cash general ledger account. Maintains and controls vault cash. Ensures that tellers adhere to all current policies, procedures and regulations including compliance and security. Conducts Teller meetings to discuss branch issues, regulatory updates, and/or to explain procedural changes/practices. Works with Assistant Branch Leader to address operational exceptions and maintain operational soundness of Teller line. Assists tellers with identifying and correcting out-of-balance conditions. Works with Market Leader/Assistant Branch Leader to develop weekly schedules. Participates with Market Leader/Assistant Branch Leader in evaluation of teller performance. Participates in corrective action process. Advises Market Leader/Assistant Branch Leader of discrepancies from standard operating procedures so proper corrective action can be taken. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION HS Diploma or GED required EXPERIENCE Minimum of 3-5 years job experience as a Teller/Senior Teller or demonstrated leadership/supervisory ability in operations area related to Bank or retail operations required ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference. Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement. Sign-on bonus of $1,500 to be paid after six months of continuous service. #GoForMore

Sign-on bonus of $500.00 to be paid after six months of continuous service. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. * Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. * Cashes checks and pays out money after verification of signatures and customer balances. * Enters customers' transactions into computer to record transactions, and issues computer generated receipts. * Places holds on accounts as appropriate. * Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. * Explains, promotes, refers, or sells Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals. * Performs outbound calls and set appointments for Market Leader and/or Sales & Service Officer(Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales goals. * Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities. * Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible. Refers customer to appropriate business line as needed to ensure customer needs are met. * Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals. * Maintains knowledge of current products, policies, procedures and regulations as it relates to position. * Adheres to all current policies, procedures and regulations as it relates to position. * Processes transactions from automated teller machine and night depository. * Responds professionally to customer inquiries or problems. * Assists customers with safe deposit box transactions. * Fills in for Financial Specialist Leader when absent. * May order daily supply of cash, and counts incoming cash. * Under dual control, balances cash in automated teller machines and night depository. * Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). * Adheres to Bank policies and procedures and completes required training. * Identifies and reports suspicious activity. EDUCATION HS Diplomaor GED required EXPERIENCE * Minimum of 1-2 years of cash handling experience (preferably Teller) required * Excellent customer service, sales, risk management and cash operations experience preferred Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement. Sign-on bonus of $500.00 to be paid after six months of continuous service. Candidates residing in locations within BankUnited's footprint may be given preference.

Sign-on bonus of $500.00 to be paid after six months of continuous service. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. Cashes checks and pays out money after verification of signatures and customer balances. Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Places holds on accounts as appropriate. Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Explains, promotes, refers, or sells Bank products or services such as accounts, loans, and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals. Performs outbound calls and set appointments for Market Leader and/or Sales & Service Officer(Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales goals. Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities. Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible. Refers customer to appropriate business line as needed to ensure customer needs are met. Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals. Maintains knowledge of current products, policies, procedures and regulations as it relates to position. Adheres to all current policies, procedures and regulations as it relates to position. Processes transactions from automated teller machine and night depository. Responds professionally to customer inquiries or problems. Assists customers with safe deposit box transactions. Fills in for Financial Specialist Leader when absent. May order daily supply of cash, and counts incoming cash. Under dual control, balances cash in automated teller machines and night depository. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION HS Diplomaor GED required EXPERIENCE Minimum of 1-2 years of cash handling experience (preferably Teller) required Excellent customer service, sales, risk management and cash operations experience preferred Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement. Sign-on bonus of $500.00 to be paid after six months of continuous service.

Hybrid opportunity in Miami Lakes, FL. SUMMARY: A Junior Investment Analyst has knowledge in evaluating financial and investment information within the Finance Department. The role involves assisting the Sr. Accountant Investment Analyst with the compilation of financial information and responsibility for the preparation of various reports, preparation of journal entries, reconciliation of accounts, as well as performing analysis of financial data related to the Bank's bond portfolio. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Prepare daily, monthly and quarterly journal entries. Prepare reconciliations of the Bank's investments to the general ledger. Perform daily investment accounting operations. Prepare financial reports, analyses, work papers or schedules relating primarily to the Bank's investments. Assist with interpretation of cash flow assumptions, payment streams, yields etc. for complex bond structures. Assist with analytical review of performance of large complex bond portfolio considering prepayment speeds, vectors, etc. Work with Sr. Accountant Investment Analyst on application of prospective vs. retrospective accounting and its impact on accounting results. Participate in investment projects as assigned. Assist with preparation of one or more financial statement disclosures and related disclosure checklists for the Bank's investments. Independently stay current with respect to applicable investment rules, accounting standards and banking regulations. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION Bachelor's or Master's Degree in Business Administration, Accounting or Finance. EXPERIENCE Exposure to investment security accounting and/or operations. KNOWLEDGE, SKILLS AND ABILITIES High proficiency in Excel, emphasis on discounted cash flows, IRR and NPV calculations, etc. Strong numeric skills. Excellent quantitative and qualitative analytical skills. Must be able to work independently with limited supervision. Must be proficient with investment analysis software applications, Excel and Word. ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference.

Sign on bonus of $1,000 to be paid after six months of continuous service. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. * Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. * Cashes checks and pays out money after verification of signatures and customer balances. * Enters customers' transactions into computer to record transactions, and issues computer generated receipts. * Places holds on accounts as appropriate. * Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. * Explains, promotes, refers, or sells Bank products or services such as accounts, loans and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals. * Performs outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales goals. * Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities. * Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible. Refers customer to appropriate business line as needed to ensure customer needs are met. * Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals. * Maintains knowledge of current products, policies, procedures and regulations as it relates to position. * Adheres to all current policies, procedures and regulations as it relates to position. * Processes transactions from automated teller machine and night depository. * Responds professionally to customer inquiries or problems. * Assists customers with safe deposit box transactions. * Fills in for Financial Specialist Leader when absent. * May order daily supply of cash and counts incoming cash. * Under dual control, balances cash in automated teller machines and night depository. * Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). * Adheres to Bank policies and procedures and completes required training. * Identifies and reports suspicious activity. EDUCATION HS Diploma or GED required EXPERIENCE * Minimum of 2-3 years of cash handling experience (preferably Teller) required * Excellent customer service, sales, risk management and cash operations experience preferred * Must be fully trained in both Teller and Platform functions KNOWLEDGE, SKILLS AND ABILITIES * Must be fully trained in both Teller and Platform functions. ADDITIONAL INFORMATION * Candidates residing in locations within BankUnited's footprint may be given preference. Sign on bonus of $1,000 to be paid after six months of continuous service. Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement. #GoForMore

Sign on bonus of $1,000 to be paid after six months of continuous service. SUMMARY: This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. * Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. * Cashes checks and pays out money after verification of signatures and customer balances. * Enters customers' transactions into computer to record transactions, and issues computer generated receipts. * Places holds on accounts as appropriate. * Balances currency, coin, and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. * Explains, promotes, refers, or sells Bank products or services such as accounts, loans and cashier's checks in the branch or via telemarketing. Meets or exceeds assigned goals. * Performs outbound calls and set appointments for Market Leader and/or Sales & Service Officer (Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives and/or branch goals. Contributes to meeting branch sales goals. * Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities. * Opens and processes all types of accounts, products, and/or services for customers after consulting with them on their specific needs. Assists customers whenever possible. Refers customer to appropriate business line as needed to ensure customer needs are met. * Achieves individual referral goals for cross selling of all credit, non-credit and fee income goals. * Maintains knowledge of current products, policies, procedures and regulations as it relates to position. * Adheres to all current policies, procedures and regulations as it relates to position. * Processes transactions from automated teller machine and night depository. * Responds professionally to customer inquiries or problems. * Assists customers with safe deposit box transactions. * Fills in for Financial Specialist Leader when absent. * May order daily supply of cash and counts incoming cash. * Under dual control, balances cash in automated teller machines and night depository. * Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). * Adheres to Bank policies and procedures and completes required training. * Identifies and reports suspicious activity. EDUCATION HS Diploma or GED required EXPERIENCE * Minimum of 2-3 years of cash handling experience (preferably Teller) required * Excellent customer service, sales, risk management and cash operations experience preferred * Must be fully trained in both Teller and Platform functions KNOWLEDGE, SKILLS AND ABILITIES * Must be fully trained in both Teller and Platform functions. ADDITIONAL INFORMATION * Candidates residing in locations within BankUnited's footprint may be given preference. Sign on bonus of $1,000 to be paid after six months of continuous service. Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement.

We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' culture, then you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. Additional Responsibilities: * Drive growth in your market and achieve revenue and profitability goals. * Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. * Develop client relationships through internal banker referral partners and external COIs. * Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. * Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. * Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. * Engage your connectivity in the community to foster business development. Qualifications: * 4+ years experience in the Financial Services industry. * Bachelor's Degree required from accredited college or university. * Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. * Excellent consultative sales skills, with demonstrated business development track record. * Strong written and oral communication skills. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Manages the function responsible for the preparation and distribution of financial statements for the organization. Ensures that all reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies. Essential Duties and Responsibilities: * Serves as the Financial Planning and Analysis (FP&A) lead for balance sheet and income statement monthly and quarterly forecast in partnership with the bank finance and asset liability management teams * Engage with the various line of businesses and support areas to implement the technology and investment board financial proforma review process * Build reporting tools, and macro excel workbooks to enhance the financial management analytics and data tracking processes * Manage the development and implementation of new or revised policies and procedures as required for fiscal tracking and reporting. * Performs all other duties as assigned Supervisory Responsibilities: 1. Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. Bachelor (4-year college) degree and 12+ years of experience or equivalent combination of education and experience About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Manages the function responsible for the preparation and distribution of financial statements for the organization. Ensures that all reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies. Essential Duties and Responsibilities: • Serves as the Financial Planning and Analysis (FP&A) lead for balance sheet and income statement monthly and quarterly forecast in partnership with the bank finance and asset liability management teams • Engage with the various line of businesses and support areas to implement the technology and investment board financial proforma review process • Build reporting tools, and macro excel workbooks to enhance the financial management analytics and data tracking processes • Manage the development and implementation of new or revised policies and procedures as required for fiscal tracking and reporting. • Performs all other duties as assigned Supervisory Responsibilities: 1. Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. Bachelor (4-year college) degree and 12+ years of experience or equivalent combination of education and experience About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class' culture, then you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. Additional Responsibilities: • Drive growth in your market and achieve revenue and profitability goals. • Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. • Develop client relationships through internal banker referral partners and external COIs. • Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. • Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. • Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. • Engage your connectivity in the community to foster business development. Qualifications: • 4+ years experience in the Financial Services industry. • Bachelor's Degree required from accredited college or university. • Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. • Excellent consultative sales skills, with demonstrated business development track record. • Strong written and oral communication skills. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' culture, then you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. **Additional Responsibilities** : - Drive growth in your market and achieve revenue and profitability goals. - Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. - Develop client relationships through internal banker referral partners and external COIs. - Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. - Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. - Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. - Engage your connectivity in the community to foster business development. **Qualifications** : - 4+ years experience in the Financial Services industry. - Bachelor's Degree required from accredited college or university. - Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. - Excellent consultative sales skills, with demonstrated business development track record. - Strong written and oral communication skills. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook X formerly Twitter LinkedIn Instagram YouTube Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Manages the function responsible for the preparation and distribution of financial statements for the organization. Ensures that all reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies. **Essential Duties and Responsibilities** : - Serves as the Financial Planning and Analysis (FP&A) lead for balance sheet and income statement monthly and quarterly forecast in partnership with the bank finance and asset liability management teams - Engage with the various line of businesses and support areas to implement the technology and investment board financial proforma review process - Build reporting tools, and macro excel workbooks to enhance the financial management analytics and data tracking processes - Manage the development and implementation of new or revised policies and procedures as required for fiscal tracking and reporting. - Performs all other duties as assigned **Supervisory Responsibilities** : 1. Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. **Qualifications** : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. Bachelor (4-year college) degree and 12+ years of experience or equivalent combination of education and experience **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.