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Support Associate jobs at Capital City Bank - 213 jobs

  • Traveling Support Associate (Teller & Personal Banker) - South Monroe

    Capital City Bank Careers 4.2company rating

    Support associate job at Capital City Bank

    Traveling Support Associate - Capital City Bank - More than your bank. Your banker. Hours: Monday - Friday 40 Hours Under general supervision, but in conformance with established Bank policies and procedures, cash checks, receive deposits, and perform a variety of transactions as requested by the client. Responsible for balancing each day's transactions, and maintaining cash drawer. Provides quality client service. Answers general questions regarding Bank products/services, recommends additional services to clients and makes referrals accordingly. Travels and works in offices that are experiencing staffing shortages on the Teller line. This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines. May require increased minimum limits and therefore an increase in premiums. All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times. Principal Duties and Responsibilities Recommends and refers additional Bank services and products, retaining a working knowledge of all Bank services and products to the extent that the majority of client inquiries are easily and accurately answered. Accepts deposits and withdrawals from clients on business, personal and savings accounts. Accepts checks for cashing or paying and verifies endorsements and funds. Sells Official Checks and Travelers Checks. Accepts consumer/commercial and other bank loan payments. Works deposits from night depository. Balances money in drawer with Teller machine daily. Opens and closes Teller window in accordance with procedures. Completes Currency Transaction Report (CTR) and hold forms as required. Attends meetings as required. Issues cash advances. Six month commitment to position is required, before internal posting for other positions within the bank is permitted. Employer determines the essential functions of the job. All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard. Associated Duties Provides additional support to manager and department colleagues. Completes all assigned/required Bank training within established timelines. Knowledge, Skills and Abilities (KSA) Required The following KSAs are usually acquired through high school education with specialized business training course(s) and/or three to twelve months cash handling experience: Must have reliable transportation, a valid driver's license, and a clean driving record. Excellent interpersonal skills, ability to communicate effectively and interact positively with clients as well as fellow associates. Ability to follow detailed instructions and a wide range of procedures requiring some judgement. Requires concentration to avoid mistakes in counting cash. Ability to perform basic mathematical computations using various business machines and/or computers. Ability to apply initiative and work with little supervision. Ability to exercise sound and reasonable judgment. Ability to stand for long periods of time. Ability to print legibly and accurately on forms and records. Sales experience is preferable, particularly in cross-marketing products and services. Must have attained the age of 18 for coverage under insurance bond. Must adhere to Bank's Motor Vehicle Guidelines. Education Minimum high school diploma or equivalent required. Some college preferred, but not required. Relevant experience may substitute for the education requirement. Successful completion of in-house training program or other approved training program is a plus. Working Conditions Travel to various offices. Driving as required by position. Regular contact with clients, associates and supervisor. Some handling of heavy coins. Receiving currency from all sources causes environment to be slightly unclean. In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity. Capital City Bank associates are our greatest asset. We offer the following benefits: Medical, Dental and Vision Life Insurance 401(k) with Matching Flexible Spending Accounts Tuition Assistance Stock Purchase Discounts on Products and Services EOE/Protected Veterans/Disabled/Drug Free The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job. THIS DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This does not restrict Capital City Bank, Capital City Wealth, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.
    $25k-37k yearly est. 31d ago
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  • Customs Analyst

    Mohawk Industries 4.7company rating

    Calhoun, GA jobs

    Are you looking for more? At Mohawk Industries, we're committed to more - more customer solutions, more process improvements, more sustainable manufacturing and more opportunities for our team. As a Fortune 500, global flooring leader with some of the best-known brands in the industry, Mohawk is a great place to start or develop your career with an emphasis on more of what's important to you. Whether you want to lead more, innovate more, learn more or create more, you can find your more with Mohawk. What we need: The Customs Analyst is an established performer that is responsible for executing day-to-day brokerage operations, including planning, and prioritizing in-house-brokerage activities, and for performing in-house import and export clearances while auditing customs entry documents for accuracy and ensuring compliance with U.S. and foreign trade regulations. This role also manages the majority of customs entries directly, provides expertise on tariffs and free trade agreements, supports audit processes, maintains U.S. import /export regulations, documentation, and compliance matters for US and Foreign Customs authorities, including assisting in foreign government audits. What you'll do: Develop and maintain procedures to ensure compliance with import laws and regulations; provide colleague training and drive continuous process improvements Conduct periodic assessments of company and broker performances. Troubleshoot ad hoc trade- related issues in support for both internal and external customers. Prepare and file in-house import customs entries for flooring products, machinery, and related shipments, including daily U.S. Mexico border-crossing shipments, and ensure timely and accurate ISF filing with proactive follow-up Review and audit import and export entries and documentation to ensure accuracy and compliance; ensure proper coding of import and export entries; proactively identify and resolve issues related to tariff classification, valuation, and compliance discrepancies Perform post-entry reviews of import and export entries to ensure compliance; identify noncompliance issues and/or provides guidance on required corrective actions Code for applicable duty rates based on knowledge of product and HTS classification as well as tracking raw material components of product level to support accurate valuation and duty assessments Apply expertise in tariffs, including Section 232, Section 301, IEEPA, Reciprocal Tariffs, and Forced Labor requirements. Communicate and coordinate with Customs and Partner Government Officials (FDA, USDA, EPA, Lacey Act) to resolve clearance issues and customs exams, , including the authorization of duty payments to Customs and Border Protection (CBP), under supervision. Address diverse range of Inquiries related to USMCA and all other Free Trade Agreement eligibility, documentation, and compliance; determine Country of Origin (COO), assign HTS codes, and prepare FTA certificates. Perform other duties as needed. What you have: Bachelor's degree in a related field or equivalent education and/or experience. 2-4 years' relevant experience or equivalent education and/or experience. Strong knowledge of HTS classification, Country of Origin determination, and Free Trade Agreements. Familiarity with Section 232, Section 301 tariffs, IEEPA, Reciprocal Tariffs, and Forced Labor compliance. Knowledge of PGA requirements (FDA, USDA, EPA, Lacey Act). Customs broker license preferred. Knowledge of import/export regulations, procedures, and documentation. What you're good at: Demonstrates strong knowledge of technical, process, and business principles as well as industry practices and standards. Excellent communication, problem solving, and organizational skills. Able to multitask, prioritize, and manage time effectively under pressure while maintaining strong attention to detail High level of integrity and discretion in handling sensitive and confidential data. Strong proficient using Microsoft Office Suite products. Ability to work collaboratively with cross-functional teams. Experience with ABI software (Editrade preferred). What else? * While we're a primarily in-office team, we thrive on flexibility and ensuring our people can balance personal and professional time * We're located in a pretty great spot - check out this video to see what we mean. Mohawk Industries is a leading global flooring manufacturer that creates products to enhance residential and commercial spaces around the world. Mohawk's vertically integrated manufacturing and distribution processes provide competitive advantages in the production of carpet, rugs, ceramic tile, laminate, wood, stone and vinyl flooring. Our industry-leading innovation has yielded products and technologies that differentiate our brands in the marketplace and satisfy all remodeling and new construction requirements. Our brands are among the most recognized in the industry and include American Olean, Daltile, Durkan, IVC, Karastan, Marazzi, Mohawk, Mohawk Home, Pergo, and Quick-Step. During the past decade, Mohawk has transformed its business from an American carpet manufacturer into the world's largest flooring company with operations in Australia, Brazil, Canada, Europe, India, Malaysia, Mexico, New Zealand, Russia and the United States. Mohawk Industries, Inc. is an Equal Opportunity Employer including disability/veteran committed to an inclusive workplace and a proud Drugs Don't Work participant.
    $36k-61k yearly est. 3d ago
  • Operational Exam Business Support Associate

    Sofi 4.5company rating

    Jacksonville, FL jobs

    Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role: The Operations Exam & Business Support Control Analyst reports to the Associate Manager, Operations Exam & Ops Business Support, and will lead and coordinate the execution of Operations business controls and analysis. This strategic role will become the subject matter expert for their assigned product controls and will be the Directly Responsible Individual (DRI) for the execution, storage, and standardization of all business controls assigned to you. What You'll Do: ● Execute controls for your assigned portfolio, including oversight, evidence gathering, and storage, to allow for an 'effective' control rating by Business Control Testing ● Perform ad-hoc control tests across operational processes to ensure safety and soundness across global operations ● Design, document, and maintain clear, standardized procedures for all controls assigned to you, including writing procedures where they currently do not exist ● Prepare reports and presentations for leadership and governance committees related to control outcomes, opportunities, emerging risk, and overall control performance for product specific controls ● Develop new controls, as needed, related to emerging compliance risks or issue management milestones ● Develop process maps for assigned controls (as needed) outlining workflow or process to identify control gaps ● Work with leadership to develop strategies that improve the return on investment of control execution-across manual, automated, and technology-driven processes-to drive sustainable long-term cost savings What You'll Need: ● 1 year experience at SoFi, or in lieu of SoFi experience 3+ years in the financial services industry ● Experience with process mapping and workflow documentation ● Excellent interpersonal skills, including building relationships across all levels, departments, and personality types to guide stakeholders through exam requests ● Exceptional skills with Google suite products ● Exceptional attention to detail, with the ability to identify complex process gaps within a workflow ● Strength in taking action, strong analytical skills, and solid business judgment ● Expert written and verbal communication skills required, and ability to synthesize, key messages and themes to present to stakeholders. ● Passion to learn, responsibly grow our business, and support our mission of helping members get their money right ● Ability to balance and prioritize multiple work streams for different stakeholders ● Exceptional organizational skills Nice To Have: ● Business Control experience ● Operations banking product experience ● Experience working with third-party service providers ● Experience in Fintech operations Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $21.60 - $24.00 Payment frequency: Hourly This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
    $21.6-24 hourly Auto-Apply 6d ago
  • Trading Support Associate III - Rebalance Support

    Raymond James 4.7company rating

    Saint Petersburg, FL jobs

    Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports. Job Description This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Saint Petersburg, FL, or Memphis, TN. As a Trading Support Associate III, you will apply advanced knowledge and skills acquired through experience and training to support specific trading activities within the designated functional area. This involves providing technical assistance for different trading platforms and rectifying trade errors across multiple platforms that have directly affected client accounts. The position also requires engaging with both internal and external customers to identify, investigate, and resolve issues. Responsibilities: Provides technical support to internal clients who require assistance with various trading systems. Responds to inquiries or complaints received through phone calls and/or correspondence with clients concerning the company's trading systems. Performs price adjustments and trade corrections support for client accounts. Review trade problems and determine appropriate corrective action. Resolves comparison issues and assists in the portfolio allocation process. Coordinates large block orders for advisors with appropriate trading desks. Ensures that trades are executed and confirmed in accordance with organizational policies and procedures. Confirms the open order file is reconciled and that trade data and information are entered and maintained in the required databases. Contacts internal and external customers to resolve trading problems. Provide superior customer service in a high-volume call environment. Performs other duties and responsibilities as assigned. Skills Concepts, practices, and procedures of securities trading. Basic investment concepts, practices, and procedures used in the securities industry. Accounting principles and procedures. Mathematical procedures are required to verify and reconcile trading transactions. Handling a high-volume phone system. Customer Service. Reconciling and correcting transactions. Operating standard office equipment and using required software applications sufficient to create documents, spreadsheets, and business correspondence. Work concurrently under pressure on multiple tasks and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. Read, interpret, analyze, and apply transaction information. Analyze and solve problems. Communicate with associates and internal and external customers effectively, both orally and in writing. Work independently as well as collaboratively within a team environment. Handle stressful situations and lead others in providing a high level of customer service calmly and professionally. Interpret and apply policies and identify and recommend changes as appropriate. Establish and maintain effective working relationships at all levels of the organization. Licenses/Certifications: None required. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 0 to 3 months Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM) Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $34k-62k yearly est. Auto-Apply 13d ago
  • Mutual Fund Reconciliation Support Associate | St. Petersburg, FL or Southfield, MI

    Raymond James 4.7company rating

    Saint Petersburg, FL jobs

    Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In-office days will be 3 per week, averaging 12 days per month in either our St. Petersburg, FL, or Southfield, MI Corporate Offices. Mutual Funds is looking for a Reconciliation Support Associate. In this role, you will execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. You will process a range of specialized and non-standard transactions that usually require some research or investigation, as well as balance/reconcile ledgers, enter trade corrections, and more. Job Description Responsibilities Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards. Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Uses position management reconciliation system to accurately identify and resolve position breaks. Identifies transactions between omnibus vendor and/or fund companies and the firm's books and records resulting in position breaks and facilitates proper and timely resolution as needed. Reviews basic cash reconciliation issues; analyzes and interprets data and determines appropriate corrective action. Knowledge of Basic investment concepts, practices, procedures and industry regulations related to Mutual Fund Reconciliation activities. Basic mathematical skills including addition, subtraction, multiplication, division, percentages, fractions, averages and balancing sufficient to complete settlement. Accounting principles. Principles and practices of customer relations and communications. Excel, Word, Outlook and other applications as needed. Skills Monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. Plan, organize, prioritize and oversee activities to efficiently meet objectives. Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet critical deadlines Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Identifying financial events that affect balancing and reconciliation. Reconciling and correcting share discrepancies. Education High School (HS) (Required) Work Experience General Experience - 4 to 6 months Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $34k-62k yearly est. Auto-Apply 20d ago
  • Trading Support Associate III - SMA Trading

    Raymond James 4.7company rating

    Saint Petersburg, FL jobs

    Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports. Job Description This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our Memphis, TN, OR Saint Petersburg, FL, corporate offices. Job Summary: As a Trading Support Associate III, you will apply advanced knowledge and skills acquired through experience and training to support specific trading activities within the designated functional area. This involves technical assistance for different trading platforms and rectifying trade errors across multiple platforms that have directly affected client accounts. The position also requires engaging with internal and external customers to identify, investigate, and resolve issues. Responsibilities: Serve as the liaison between the SMA trading team and external money managers. Provides technical support to internal clients requiring assistance using various trading systems. Responds to inquiries or complaints received through phone calls and/or correspondence with clients concerning the company's trading systems. Performs price adjustments and trade corrections support for client accounts. Review trade problems and determine appropriate corrective action. Resolves comparison issues and assists in the portfolio allocation process. Coordinates large block orders for advisors with appropriate trading desks. Ensures that trades are executed and confirmed in accordance with organizational policies and procedures. Confirms the open order file is reconciled and that trade data and information are entered and maintained in required databases. Contacts internal and external customers to resolve trading problems. Provide superior customer service in a high-volume call environment. Performs other duties and responsibilities as assigned. Skills Concepts, practices, and procedures of securities trading. Basic investment concepts, practices, and procedures used in the securities industry. Accounting principles and procedures. Mathematical procedures are required to verify and reconcile trading transactions. Handling a small-volume phone system. Customer Service Reconciling and correcting transactions. Operating standard office equipment and using required software applications sufficient to create documents, spreadsheets, and business correspondence. Work concurrently under pressure on multiple tasks and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. Read, interpret, analyze, and apply transaction information. Analyze and solve problems. Communicate with associates and internal and external customers effectively, both orally and in writing. Work independently as well as collaboratively within a team environment. Handle stressful situations and lead others in providing a high level of customer service calmly and professionally. Interpret and apply policies and identify and recommend changes as appropriate. Establish and maintain effective working relationships at all levels of the organization. Education Bachelor's: Accounting, Bachelor's: Finance, High School (HS) (Required) Work Experience General Experience - 13 months to 3 years, Manager Experience - None Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $34k-62k yearly est. Auto-Apply 30d ago
  • Mutual Fund Reconciliation Support Associate | St. Petersburg, FL or Southfield, MI

    Raymond James Financial, Inc. 4.7company rating

    Saint Petersburg, FL jobs

    **Responsibilities** + Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. + Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards. + Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. + Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. + Uses position management reconciliation system to accurately identify and resolve position breaks. + Identifies transactions between omnibus vendor and/or fund companies and the firm's books and records resulting in position breaks and facilitates proper and timely resolution as needed. + Reviews basic cash reconciliation issues; analyzes and interprets data and determines appropriate corrective action. **Knowledge of** + Basic investment concepts, practices, procedures and industry regulations related to Mutual Fund Reconciliation activities. + Basic mathematical skills including addition, subtraction, multiplication, division, percentages, fractions, averages and balancing sufficient to complete settlement. + Accounting principles. + Principles and practices of customer relations and communications. + Excel, Word, Outlook and other applications as needed. **Skills** + Monitor, interpret and understand policies and procedures and ensure their alignment with organizational strategies and work objectives. + Plan, organize, prioritize and oversee activities to efficiently meet objectives. + Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet critical deadlines + Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. + Identifying financial events that affect balancing and reconciliation. + Reconciling and correcting share discrepancies.
    $34k-62k yearly est. 28d ago
  • Trading Support Associate III - Rebalance Support

    Raymond James Financial, Inc. 4.7company rating

    Saint Petersburg, FL jobs

    _This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Saint Petersburg, FL, or Memphis, TN._ As a Trading Support Associate III, you will apply advanced knowledge and skills acquired through experience and training to support specific trading activities within the designated functional area. This involves providing technical assistance for different trading platforms and rectifying trade errors across multiple platforms that have directly affected client accounts. The position also requires engaging with both internal and external customers to identify, investigate, and resolve issues. **Responsibilities:** + Provides technical support to internal clients who require assistance with various trading systems. + Responds to inquiries or complaints received through phone calls and/or correspondence with clients concerning the company's trading systems. + Performs price adjustments and trade corrections support for client accounts. + Review trade problems and determine appropriate corrective action. + Resolves comparison issues and assists in the portfolio allocation process. + Coordinates large block orders for advisors with appropriate trading desks. + Ensures that trades are executed and confirmed in accordance with organizational policies and procedures. + Confirms the open order file is reconciled and that trade data and information are entered and maintained in the required databases. + Contacts internal and external customers to resolve trading problems. + Provide superior customer service in a high-volume call environment. + Performs other duties and responsibilities as assigned. **Skills** + Concepts, practices, and procedures of securities trading. + Basic investment concepts, practices, and procedures used in the securities industry. + Accounting principles and procedures. + Mathematical procedures are required to verify and reconcile trading transactions. + Handling a high-volume phone system. + Customer Service. + Reconciling and correcting transactions. + Operating standard office equipment and using required software applications sufficient to create documents, spreadsheets, and business correspondence. + Work concurrently under pressure on multiple tasks and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. + Read, interpret, analyze, and apply transaction information. + Analyze and solve problems. + Communicate with associates and internal and external customers effectively, both orally and in writing. + Work independently as well as collaboratively within a team environment. + Handle stressful situations and lead others in providing a high level of customer service calmly and professionally. + Interpret and apply policies and identify and recommend changes as appropriate. + Establish and maintain effective working relationships at all levels of the organization. **Licenses/Certifications:** + None required.
    $34k-62k yearly est. 12d ago
  • Trading Support Associate III - SMA Trading

    Raymond James Financial, Inc. 4.7company rating

    Saint Petersburg, FL jobs

    _This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our Memphis, TN, OR Saint Petersburg, FL, corporate offices._ As a Trading Support Associate III, you will apply advanced knowledge and skills acquired through experience and training to support specific trading activities within the designated functional area. This involves technical assistance for different trading platforms and rectifying trade errors across multiple platforms that have directly affected client accounts. The position also requires engaging with internal and external customers to identify, investigate, and resolve issues. **Responsibilities:** + Serve as the liaison between the SMA trading team and external money managers. + Provides technical support to internal clients requiring assistance using various trading systems. + Responds to inquiries or complaints received through phone calls and/or correspondence with clients concerning the company's trading systems. + Performs price adjustments and trade corrections support for client accounts. + Review trade problems and determine appropriate corrective action. + Resolves comparison issues and assists in the portfolio allocation process. + Coordinates large block orders for advisors with appropriate trading desks. + Ensures that trades are executed and confirmed in accordance with organizational policies and procedures. + Confirms the open order file is reconciled and that trade data and information are entered and maintained in required databases. + Contacts internal and external customers to resolve trading problems. + Provide superior customer service in a high-volume call environment. + Performs other duties and responsibilities as assigned. **Skills** + Concepts, practices, and procedures of securities trading. + Basic investment concepts, practices, and procedures used in the securities industry. + Accounting principles and procedures. + Mathematical procedures are required to verify and reconcile trading transactions. + Handling a small-volume phone system. + Customer Service + Reconciling and correcting transactions. + Operating standard office equipment and using required software applications sufficient to create documents, spreadsheets, and business correspondence. + Work concurrently under pressure on multiple tasks and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. + Read, interpret, analyze, and apply transaction information. + Analyze and solve problems. + Communicate with associates and internal and external customers effectively, both orally and in writing. + Work independently as well as collaboratively within a team environment. + Handle stressful situations and lead others in providing a high level of customer service calmly and professionally. + Interpret and apply policies and identify and recommend changes as appropriate. + Establish and maintain effective working relationships at all levels of the organization.
    $34k-62k yearly est. 29d ago
  • Trading Support Associate III - Rebalance Support

    Raymond James 4.7company rating

    Memphis, FL jobs

    Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports. Job Description This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our corporate offices in Saint Petersburg, FL, or Memphis, TN. As a Trading Support Associate III, you will apply advanced knowledge and skills acquired through experience and training to support specific trading activities within the designated functional area. This involves providing technical assistance for different trading platforms and rectifying trade errors across multiple platforms that have directly affected client accounts. The position also requires engaging with both internal and external customers to identify, investigate, and resolve issues. Responsibilities: Provides technical support to internal clients who require assistance with various trading systems. Responds to inquiries or complaints received through phone calls and/or correspondence with clients concerning the company's trading systems. Performs price adjustments and trade corrections support for client accounts. Review trade problems and determine appropriate corrective action. Resolves comparison issues and assists in the portfolio allocation process. Coordinates large block orders for advisors with appropriate trading desks. Ensures that trades are executed and confirmed in accordance with organizational policies and procedures. Confirms the open order file is reconciled and that trade data and information are entered and maintained in the required databases. Contacts internal and external customers to resolve trading problems. Provide superior customer service in a high-volume call environment. Performs other duties and responsibilities as assigned. Skills Concepts, practices, and procedures of securities trading. Basic investment concepts, practices, and procedures used in the securities industry. Accounting principles and procedures. Mathematical procedures are required to verify and reconcile trading transactions. Handling a high-volume phone system. Customer Service. Reconciling and correcting transactions. Operating standard office equipment and using required software applications sufficient to create documents, spreadsheets, and business correspondence. Work concurrently under pressure on multiple tasks and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. Read, interpret, analyze, and apply transaction information. Analyze and solve problems. Communicate with associates and internal and external customers effectively, both orally and in writing. Work independently as well as collaboratively within a team environment. Handle stressful situations and lead others in providing a high level of customer service calmly and professionally. Interpret and apply policies and identify and recommend changes as appropriate. Establish and maintain effective working relationships at all levels of the organization. Licenses/Certifications: None required. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 0 to 3 months Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM) Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $34k-62k yearly est. Auto-Apply 12d ago
  • Trading Support Associate III - SMA Trading

    Raymond James 4.7company rating

    Memphis, FL jobs

    Aid in managing client assets by developing portfolio strategies, performing stock analysis, and reviewing asset management strategies. Implement financial tracking systems, analyze credit policies and financial statements, and generate insightful reports. Job Description This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at one of our Memphis, TN, OR Saint Petersburg, FL, corporate offices. Job Summary: As a Trading Support Associate III, you will apply advanced knowledge and skills acquired through experience and training to support specific trading activities within the designated functional area. This involves technical assistance for different trading platforms and rectifying trade errors across multiple platforms that have directly affected client accounts. The position also requires engaging with internal and external customers to identify, investigate, and resolve issues. Responsibilities: Serve as the liaison between the SMA trading team and external money managers. Provides technical support to internal clients requiring assistance using various trading systems. Responds to inquiries or complaints received through phone calls and/or correspondence with clients concerning the company's trading systems. Performs price adjustments and trade corrections support for client accounts. Review trade problems and determine appropriate corrective action. Resolves comparison issues and assists in the portfolio allocation process. Coordinates large block orders for advisors with appropriate trading desks. Ensures that trades are executed and confirmed in accordance with organizational policies and procedures. Confirms the open order file is reconciled and that trade data and information are entered and maintained in required databases. Contacts internal and external customers to resolve trading problems. Provide superior customer service in a high-volume call environment. Performs other duties and responsibilities as assigned. Skills Concepts, practices, and procedures of securities trading. Basic investment concepts, practices, and procedures used in the securities industry. Accounting principles and procedures. Mathematical procedures are required to verify and reconcile trading transactions. Handling a small-volume phone system. Customer Service Reconciling and correcting transactions. Operating standard office equipment and using required software applications sufficient to create documents, spreadsheets, and business correspondence. Work concurrently under pressure on multiple tasks and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. Read, interpret, analyze, and apply transaction information. Analyze and solve problems. Communicate with associates and internal and external customers effectively, both orally and in writing. Work independently as well as collaboratively within a team environment. Handle stressful situations and lead others in providing a high level of customer service calmly and professionally. Interpret and apply policies and identify and recommend changes as appropriate. Establish and maintain effective working relationships at all levels of the organization. Education Bachelor's: Accounting, Bachelor's: Finance, High School (HS) (Required) Work Experience General Experience - 13 months to 3 years, Manager Experience - None Certifications Travel Less than 25% Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    $34k-62k yearly est. Auto-Apply 27d ago
  • Client Support Associate

    Jackson Hewitt-GCM 4.1company rating

    Tampa, FL jobs

    Job DescriptionBenefits: Competitive salary Employee discounts Flexible schedule Opportunity for advancement Training & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our client's journey with us! No matter your work background or experience level, we welcome you to apply! What you need: Strong interpersonal and communication skills Experience in a fast-paced retail environment Basic computer proficiency and ability to troubleshoot Prior customer service or sales experience is preferred, but not required Willingness to learn and grow in a customer-focused role Additional Perks: Full-time and part-time positions are available Flexible Schedule Options Work that works for you! Work Lotto (Win money for logged shifts) Low-cost benefits (healthcare, dental & vision) Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month) Free identity theft protection Corporate discount program Free tax preparation training and PTIN registration reimbursement Referral bonus opportunities are available for referring qualified candidates Free continuing tax education Opportunities for advancement within the organization Employee referral program Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually) 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!
    $27k-42k yearly est. 13d ago
  • Client Support Associate

    Jackson Hewitt-GMI 4.1company rating

    Fort Lauderdale, FL jobs

    Job DescriptionBenefits: Competitive salary Employee discounts Flexible schedule Opportunity for advancement Training & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our client's journey with us! No matter your work background or experience level, we welcome you to apply! What you need: Strong interpersonal and communication skills Experience in a fast-paced retail environment Basic computer proficiency and ability to troubleshoot Prior customer service or sales experience is preferred, but not required Willingness to learn and grow in a customer-focused role Additional Perks: Full-time and part-time positions are available Flexible Schedule Options Work that works for you! Work Lotto (Win money for logged shifts) Low-cost benefits (healthcare, dental & vision) Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month) Free identity theft protection Corporate discount program Free tax preparation training and PTIN registration reimbursement Referral bonus opportunities are available for referring qualified candidates Free continuing tax education Opportunities for advancement within the organization Employee referral program Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually) 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!
    $28k-43k yearly est. 25d ago
  • Client Support Associate

    Jackson Hewitt-GCM 4.1company rating

    Saint Petersburg, FL jobs

    Job DescriptionBenefits: Competitive salary Employee discounts Flexible schedule Opportunity for advancement Training & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our client's journey with us! No matter your work background or experience level, we welcome you to apply! What you need: Strong interpersonal and communication skills Experience in a fast-paced retail environment Basic computer proficiency and ability to troubleshoot Prior customer service or sales experience is preferred, but not required Willingness to learn and grow in a customer-focused role Additional Perks: Full-time and part-time positions are available Flexible Schedule Options Work that works for you! Work Lotto (Win money for logged shifts) Low-cost benefits (healthcare, dental & vision) Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month) Free identity theft protection Corporate discount program Free tax preparation training and PTIN registration reimbursement Referral bonus opportunities are available for referring qualified candidates Free continuing tax education Opportunities for advancement within the organization Employee referral program Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually) 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!
    $27k-42k yearly est. 13d ago
  • Advisor Services-Client Support Associate

    Charles Schwab 4.8company rating

    Orlando, FL jobs

    **Your opportunity** will start April 6th, 2026***_ _At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._ **We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.** At Schwab, we believe in earning trust through every interaction. As a Client Support Associate, you'll be the first point of contact for clients of independent financial advisors-helping them navigate their needs with clarity, care and confidence. In this role, you'll build trust with our advisor's clients through thoughtful conversations and timely follow-through, all while working in a fast-paced inbound phone center. Every call is an opportunity to listen closely, think critically and deliver a solution that feels personal and precise. Through on-the-job training, you'll learn how to assist with online account setup, process money movement, guide the submission of account-specific forms and support a variety of other service-related needs. You'll gain the product knowledge and tools to confidently assess client materials and deliver accurate, helpful solutions. If you're looking for a role where your ability to adapt, connect and follow through makes a real impact-this is it. You'll be part of a team that values growth, collaboration and doing what's right for the client. **What you have** **Required qualifications** + Minimum 1 yearofcustomer serviceorbuildingprofessionalrelationships-whether through volunteer work, internships, school activities or other meaningful experiences + Bachelor's degree or equivalent skills + Demonstrated ability to create positive experiences by listening actively, responding thoughtfully and helping others resolve issues + Ability to receive feedback, apply it to your performance and grow through new challenges or changing expectations + Proventrack recordof following through on tasks, meeting deadlines andmaintaininghigh standardsof work quality **Preferred qualifications ** + Demonstrated ability to use technology confidently and support others in adopting digital tools + Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals + You'llhave the opportunity to enroll in our self-study program for Series 7 & 63/66 licenses after your first90 days. In addition the salary range, this role is also eligible for bonus or incentive opportunities. \#campus **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
    $43k-64k yearly est. 48d ago
  • Client Support Associate

    Jackson Hewitt-GMI 4.1company rating

    West Palm Beach, FL jobs

    Job DescriptionBenefits: Competitive salary Employee discounts Flexible schedule Opportunity for advancement Training & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our client's journey with us! No matter your work background or experience level, we welcome you to apply! What you need: Strong interpersonal and communication skills Experience in a fast-paced retail environment Basic computer proficiency and ability to troubleshoot Prior customer service or sales experience is preferred, but not required Willingness to learn and grow in a customer-focused role Additional Perks: Full-time and part-time positions are available Flexible Schedule Options Work that works for you! Work Lotto (Win money for logged shifts) Low-cost benefits (healthcare, dental & vision) Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month) Free identity theft protection Corporate discount program Free tax preparation training and PTIN registration reimbursement Referral bonus opportunities are available for referring qualified candidates Free continuing tax education Opportunities for advancement within the organization Employee referral program Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually) 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!
    $28k-43k yearly est. 25d ago
  • Client Support Associate

    Jackson Hewitt-GMI 4.1company rating

    Deerfield Beach, FL jobs

    Job DescriptionBenefits: Competitive salary Employee discounts Flexible schedule Opportunity for advancement Training & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our client's journey with us! No matter your work background or experience level, we welcome you to apply! What you need: Strong interpersonal and communication skills Experience in a fast-paced retail environment Basic computer proficiency and ability to troubleshoot Prior customer service or sales experience is preferred, but not required Willingness to learn and grow in a customer-focused role Additional Perks: Full-time and part-time positions are available Flexible Schedule Options Work that works for you! Work Lotto (Win money for logged shifts) Low-cost benefits (healthcare, dental & vision) Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month) Free identity theft protection Corporate discount program Free tax preparation training and PTIN registration reimbursement Referral bonus opportunities are available for referring qualified candidates Free continuing tax education Opportunities for advancement within the organization Employee referral program Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually) 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!
    $28k-43k yearly est. 25d ago
  • Treasury Support Specialist - Houston County

    Morris Bank 4.0company rating

    Warner Robins, GA jobs

    SUMMARY Treasury Support provides an essential function in the maintenance of current clients. The Treasury Support Specialist (TSS) provides ongoing servicing needs for clients who have been onboarded into Treasury products or services, including mBiz. The TSS is responsible for ownership and resolution of client issues with a concierge-like focus. The TSS will work primarily with the most complex clients within Morris Bank, ensuring that communicated needs are met and perceived needs are identified and referred to front-line team members as referrals. The TSS will also serve as a first-line researcher to make recommendations for improvements to systems and services. ESSENTIAL FUNCTIONS Maintain a deep knowledge of all Treasury products and services along with accompanying laws, rules, and regulations. Build a working knowledge of commonly used client accounting systems, account management platforms, and specialty software used in integration of Treasury products and services. Maintain a working knowledge of consumer online banking systems and services in order to both round out knowledge of total client relationships, as well as provide backup and support for the Customer Contact Center. White-glove customer service, with rapid response times for client requests. Work Positive Pay exceptions on BeB. Coordinate with Dep Ops for any return items. Review Remote Deposit Open/Pending batches daily to see if customer needs assistance. Verify all customer ACH Origination file totals and processed status. This includes monitoring transmittal forms, duplicate and/or suspended files. Research any ACH Origination file issues with customer and/or FIS to correct before end of day. **May be required to stay late to verify all files are processed normally before leaving. Resolution of client issues related to mBiz or Treasury products and services. Email ACH report to required client recipients at the end of each day. Scan and file all daily ACH Origination transmittals and reports. Review and set up new mBiz Enrollments submitted through Service Requests and send mBiz welcome email to customers. Process Treasury Management limit increases submitted through BoardVantage. Scan and maintain all Treasury customer documents. Assist with regulatory audits on all Treasury products. Perform duties as defined in the Bank Secrecy Act / Anti-Money Laundering Program. Performs other duties as assigned by management. REQUIRED EDUCATION, EXPERIENCE AND SKILLS Bachelor's degree; 5 years banking experience; or 2 years banking experience with a two-year degree or completion of a specialized course of study at a business or trade school 3 years experience in front-line technical client service Knowledge of all deposit applications on the OSI system preferred Knowledge of software applications: Windows, Microsoft Word and Excel Technical problem solving for internet use and technology preferred Presents a professional image in dealing with customers, interdepartmental and external representatives Strong attention to detail, good judgement and decision-making skills Excellent oral and written communication skills and knowledge of alternative communication methods used by technical support teams Ability to exercise personal and professional responsibility and work under minimum supervision General knowledge of Bank operations preferred General knowledge of Bank Secrecy Act/Anti-Money Laundering Program preferred Travel may be required PHYSICAL REQUIREMENTS Must be capable of operating all types of office equipment including computer, copy machine, fax and telephone EQUIPMENT USED Computer, telephone, fax machine, scanner, photocopier, check scanners, specialty online services. SUPERVISORY REQUIREMENTS: None WORKING CONDITIONS Requires extensive contact with the general public. Requires incumbent to remain sedentary within office. May require travel to other offices to provide assistance or attend meetings. Also, travel for seminars and training The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions. This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.
    $35k-61k yearly est. 11d ago
  • Treasury Services Support Specialist

    Bank of Tampa 4.1company rating

    Tampa, FL jobs

    The Treasury Services department provides specialized operational support for large and/or complex commercial deposit relationships throughout the Bank. The Treasury Services Support Specialist is responsible for supporting the implementation and onboarding of new Treasury Management clients. This includes coordinating and preparing documentation, assisting with product setup, and delivering client training to ensure a smooth transition. After onboarding, this role continues to provide dedicated support, addressing complex questions and troubleshooting issues to ensure ongoing client satisfaction and optimal use of Treasury Management products and services. Primary Responsibilities Consistently delivers outstanding client service with a friendly, can-do attitude, and willingness to help at all times. Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction. Provides telephone support for Treasury Management clients. Establishes and maintains a thorough knowledge of client-facing applications such as Business Online Banking, ACH Origination, Wires, Remote Deposit Capture, Positive Pay, EZ business, Escrow Pro and Lockbox services Provides clients with conversion-related support during vendor changes and product upgrades, including proactive outreach during large-scale conversion efforts to ensure a smooth transition and effective communication. Prepares documentation for both new and existing Treasury clients, ensuring all required forms are completed accurately for Business Online Banking, User Setups, and Treasury Management Products. Partners with the Treasury Sales team to onboard new clients, managing the documentation, system setup, and client training process, while also providing continued support after implementation is complete. Reaches out to various departments such as Deposit Operations, Client Solutions, IT and FIU, as needed, for troubleshooting issues. Assists with Client Service Center as needed. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Minimum Qualifications 1 year of experience in Treasury Management, Operations or related banking field, or 2-year degree preferably with a business or finance focus or equivalent combination of education/experience Must be able to learn and maintain in-depth knowledge on all applicable services, products and applications Strong interpersonal communication skills, both verbal and written Proficient in Microsoft Office Suite Preferred Qualifications Working knowledge of Treasury Management products and services Accredited ACH Professional (AAP) certification and/or Certified Treasury Professional (CTP) certification Experience with Fiserv Premier software systems Prior client phone service experience Our Way Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work Make a meaningful difference in our community through our service and financial support Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators Benefits You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight: Eligibility for health, dental, vision, life and disability insurance coverages Retirement Plan - 401k with matching ESOP- Employee Stock Ownership Plan Time away from work - vacation time, sick time and holidays Paid parental leave Tuition Assistance Professional development opportunities THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER A DRUG FREE WORKPLACE E-VERIFY EMPLOYER
    $25k-33k yearly est. Auto-Apply 33d ago
  • Per-diem Clinical Support II

    Banyan Brand 4.7company rating

    Lake Worth, FL jobs

    Exciting Opportunity with Banyan Treatment Centers! We're seeking a dedicated Clinical Support Staff to join our clinical team and help drive exceptional care. In this role, you will guide patients through engaging group sessions, biopsychosocial assessments, and provide assistance to primary therapists. ensuring the highest standards of patient care, regulatory compliance, and fostering the growth of a dynamic team. Your expertise will be instrumental in supporting life-changing outcomes for individuals overcoming addiction and mental health adversities. About Banyan Treatment Centers: Banyan Treatment Centers is a nationally recognized leader in addiction and mental health care, offering a comprehensive continuum of services with the esteemed Joint Commission Accreditation (Gold Seal of Approval). Since our founding, we have grown into a trusted provider with 18 locations and Telehealth services nationwide. In 2023, TPG's global impact investment through The Rise Fund enabled us to further expand our services. This partnership underscores our dedication to providing high-quality care and reinforces our financial stability. With over 1,600 dedicated employees, we are committed to making a meaningful impact on people's lives, delivering compassionate, quality care that extends from our internal operations to every patient interaction. Why Join Banyan Treatment Centers? This is an opportunity to make a meaningful impact within an organization that stands as a nationally recognized leader in addiction and mental health care. As a Clinical Support Staff, you will: Make a Lasting Impact: Use your expertise to conduct engaging group sessions that directly support patient recovery and well-being. Thrive in a Purpose-Driven Team: Join a dynamic team that values diversity, with many members bringing firsthand recovery experiences to enrich care. Collaborate in a Supportive Environment: Work alongside a multidisciplinary team to provide patient-centered care. Champion Ethical Care: Contribute to a culture of integrity, ensuring compliance with regulatory standards while delivering compassionate care. Advance Professionally: Access continuous learning, mentorship, and career growth opportunities in a supportive setting. Position Details: Reports to: Clinical Supervisor. Schedule: Per-diem, as needed schedule. Location: Lake Worth, FL (On-site). Key Responsibilities Participate effectively in multidisciplinary treatment plan reviews, demonstrating adequate preparation and understanding of patient issues, progress, areas of resistance, positive and negative strategies, etc. Completes baseline clinical assessments, biopsychosocial. Conducts groups. Assist Therapist and Case Manager as needed. Complete clinical documentation in a timely manner. Responsible for covering client caseload in absence of primary Therapists. Assists Therapist in familial communication and documentation. Assists client in managing outside stressors. Maintains clinical records according to program policies and those of licensing and accrediting agencies. Assists Therapist and Case Manger with discharge planning. Required Qualifications: Master's Degree in Social Work or a related Human Services field. Adherence to the Healthcare Code of Ethics Familiarity with Joint Commission Standards. Knowledge of State and Federal confidentiality regulations. Preferred Qualifications: RMHCI, RSWI, RMFTI in Florida. Work experience in the field of behavioral/mental health, preferred but not required. Personal Characteristics: Empathy & Compassion: Demonstrate a genuine understanding of patient feelings and respond in a supportive, non-judgmental manner. Strong Communication and Emotional Resilience: Communicate clearly with patients, families, and colleagues, and maintain emotional composure in challenging situations. Problem-Solving & Critical Thinking: Assess complex situations and develop effective solutions while maintaining accurate documentation. Flexibility & Cultural Sensitivity: Adapt therapeutic approaches to meet the unique needs of each patient, respecting cultural differences. Accountability & Integrity: Uphold ethical standards and maintain confidentiality in all aspects of care. Comprehensive Benefits include: Medical, Vision, and Dental Insurance Whole and Term Life Insurance Short and Long-term Disability Insurance 401(k) Benefit with Employer Match Paid Time Off 7 Paid Holidays, including a floating holiday to use at your discretion Employee Assistance and Referral Programs Apply Now! If you're passionate about making a lasting difference and ready to bring your expertise to a mission-driven team, apply today and help us transform lives at Banyan Treatment Centers! EOE
    $26k-36k yearly est. 7d ago

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