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Finance associate jobs in Gainesville, FL

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  • Finance Manager

    Klassic Recruitng

    Finance associate job in Gainesville, FL

    is located in Gainesville, Florida ********* Applied Genetic Technologies Corporation (AGTC) is a clinical stage biotechnology company dedicated to developing novel gene therapies with an initial focus on ophthalmology. AGTC is seeking a highly motivated individual to managing the preparation of our SEC filings and coordination of such filings with our legal team. The SEC Reporting Manager is also responsible for development and reporting of the annual operating budget. Qualifications Reporting Relationship The Financial Reporting Manager will report directly to the Controller The Financial Analyst will report directly to the Financial Reporting Manager. Essential Duties and Responsibilities Prepare and manage review of Forms 10‐Q and 10‐K. Assist in the preparation of quarterly earnings press releases and scripts. Create and maintain the quarterly reporting calendar. Monitor compliance with new and evolving accounting guidance. Assist in preparation of technical memorandums that document the company's interpretation of relevant accounting pronouncements. Manage the relationship with external auditors. Assist in implementation and maintenance of reporting procedures to comply with internal control requirements Review the quarterly tax provision process with external consultants Develop and regularly report on annual operating budget. Support preparation of and regular updates to the Strategic PlanQualifications Bachelor's degree in Accounting with at least 4 years SEC reporting experience Extensive knowledge of US GAAP and SEC rules and regulations. Effective communication skills both verbally and written AGTC offers a competitive compensation commensurate with education and experience,including salary, benefits, and company equity. AGTC is an EOE and maintains a drug free workplace Job Type : Full-time Required education: Bachelor's Required experience: SEC Reporting: 3 years Additional Information All your information will be kept confidential according to EEO guidelines.
    $63k-92k yearly est. 17h ago
  • Experienced Automotive Finance Manager

    Parks of Gainesville

    Finance associate job in Gainesville, FL

    Department: Finance (F&I) Position Type: Full-Time About Us Parks Motor Group of Gainesville is a growing, family-owned automotive group with a strong reputation for integrity, customer satisfaction, and high performance. Representing leading brands Ford and Hyundai, we pride ourselves on delivering a best-in-class buying experience while supporting our team with the tools, training, and leadership they need to thrive. The Opportunity We are seeking a high-performing Finance Producer with a proven track record in F&I at volume dealerships. The ideal candidate knows how to maximize profit per deal while maintaining compliance, protecting the dealership, and providing customers with a transparent, professional experience. Responsibilities Structure and finalize finance deals in compliance with state, federal, and lender guidelines. Present and sell finance and insurance products (warranties, service contracts, GAP, maintenance, etc.) effectively and ethically. Secure financing through strong relationships with multiple lenders and banks. Ensure all contracts, CITs, and funding packages are complete and processed quickly. Maintain high CSI scores through clear communication and a customer-first approach. Partner with the Sales and Management team to ensure every deal is maximized. Track performance metrics, chargebacks, and penetration rates to consistently exceed dealership goals. Qualifications Minimum 2+ years of proven success as an Automotive Finance Manager/Producer (Ford, Hyundai, or import brand experience preferred). Strong knowledge of lender programs, dealership F&I software, and compliance regulations. Exceptional product presentation and closing skills. Strong references for integrity and performance. Ability to thrive in a fast-paced, high-volume dealership environment. Must run $2,500+ PVR What We Offer Competitive commission pay plan designed for top performers. Great schedule. Full benefits package (medical, dental, vision, 401(k)). Paid time off & professional development opportunities. Strong dealer group with growth potential and stability. An energetic, success-driven culture with support from ownership and leadership.
    $63k-92k yearly est. Auto-Apply 60d+ ago
  • Finance Manager Gettel Toyota Gainesville

    Gettel Automotive Group 4.2company rating

    Finance associate job in Gainesville, FL

    Job Details Gatorland Toyota - Gainsville, FLDescription At Gettel, our associates are our most valuable resource and growth is encouraged through diligence, teamwork & creativity. We offer a variety of training for everyone from Managers to Technicians; Gettel U and the Gettel Edge Program can provide you with the tools needed to take that next step. Above all, we have highest standard of honesty and integrity when conducting business. We are committed to an environment where the customer is always treated with respect and dignity... If you have an interest in automotive and a desire to develop a career in the industry, apply today! What We Offer Medical, Dental & Vision Insurance Life Insurance Health Savings & Flex Spending Accounts Short & Long Term Disability 401K Plan Holiday Pay Personal & Sick Days Paid Vacation Paid Training Growth Opportunities Flexible Work Schedules Discounts on products & services Employee vehicle purchase plans Saturday Lunches Accident & Critical Care Plans Qualifications GENERAL RESPONSIBILITIES- FINANCE MANAGER The Finance Manager reports directly to the General Manager and/or the General Sales Manager of the dealership as well as the GAMG Director of Finance. FINANCE, INSURANCE AND PROTECTION PLAN SALES The Finance Manager is responsible for presenting customers with available finance, insurance and protection options related to the purchase of their vehicle, and giving excellent customer service to ensure a positive buying experience. Our policy is to treat our associates and customers in the utmost professional, ethical, legal, and courteous manner. All deals will be delivered using an interview menu selling system. The menu option chosen must be circled and signed by the customer. Perform a meaningful disclosure of all documents including the term, rate, payment, price and all products sold. Ensure that all documentation, recording and reporting is done so with 100% accuracy. Maintain high Customer Satisfaction Index. Maintain performance results consistent with monthly forecasts. It is required to have 100% customer interviews at the salesperson's desk. To protect the dealership and its assets by complying with all state and federal laws and guidelines. Follow all Federal and Florida Statutes, including but not limited to: Regulation B (Equal Credit Opportunity Act), Fair Credit Reporting Act, Fair and Accurate Credit Transactions Act of 2003 (Red Flags Rules), Regulation M (Consumer Leasing), Magnuson-Moss Warranty Act, Fair Debt Collections Practices Act, Tax Reform Act of 1984 (Form 8300), Regulation Z (Truth in Lending Act), Gramm-Leach-Bliley Act ( see Gettel Information Security Policy Manual) USA Patriot Act (OFAC), and Adverse Action Notification. Falsification of any documentation or failure to follow disclosure requirements will result in immediate termination. Report any company policy and procedure violations to your General Manager. If you feel your GM does not respond to your concerns, contact your controller. The dealer has an open door policy that applies to all associates. All deals delivered outside the dealership to include mail-outs, must have signatures notarized to be valid. These deals will be subject to the Florida cooling-off rule and have 3 days to cancel the transaction. All State approved, regulated or controlled insurance, aftermarket or other services products (VCS, credit life, disability) MUST be sold for the state-filed retail rate that has been supplied to you.
    $76k-114k yearly est. 22d ago
  • Shared Financial & Scheduling Representative | Orthopaedic Shared Business Office | Day Shift | Full-time

    University of Florida Health 4.5company rating

    Finance associate job in Gainesville, FL

    This position qualifies for additional duty compensation, specific to this position only, based on responsibility for an expanded scope of services concurrently encompassing UFHP, Shands Radiology, and Shands Outpatient Financial Arrangements in the Shared Business Office at the UF Health Orthopaedic Institute. Facilitates excellent customer service and proficiently processes various clerical functions for patients of the UF Health Orthopaedic and Sports Medicine Institute. Obtains physician orders, upgrades patient accounts in EPIC, schedules new and return clinic appointments, schedules radiological procedures within UF Health Shands Hospital and effectively communicates with providers, staff, and patients. Posts charges in EPIC, collects from the patient for UF Health Physicians and Shands. Protects the fiscal interest of the enterprise by reviewing orders for completeness and entering orders and other information following established criteria. Competent in using and keeping up-to-date on compliance procedures with a working knowledge of the compliance checking system. Proficient in the EPIC system and has a working knowledge of ICD-9 / ICD-10 and CPT coding. Qualifications Minimum Education and Experience Requirements: * High school graduate or equivalent is required. * Two years of financial or medical practice experience required. * Knowledge of CPT and ICD-9 / ICD-10 coding preferred. * Four-year degree may substitute for two (2) years of financial/medical office experience. * EPIC system knowledge preferred. Excellent communication, organization, and problem-solving skills required. * Incumbent must be comfortable collecting payments and counseling patients regarding financial matters in a professional manner. * The ability to multitask, prioritize responsibilities, problem solve, and function in a team environment are necessary attributes of the successful incumbent. Motor Vehicle Operator Designation: * Employees in this position: Will operate vehicles for an assigned business purpose as a 'non-frequent driver' NOTE: A frequent driver is defined as one who uses his/her personal or Shands automobile a) at least once daily, b) at least five individual trips per week or c) drives, on average, over 150 miles per week in the performance of his/her job. Please indicate the appropriate operator designation on the Request for Personnel (RFP) form at the time a RFP is submitted to post the position. Licensure/Certification/Registration: None
    $23k-36k yearly est. 3d ago
  • Student Financial Services Specialist

    HCA Healthcare 4.5company rating

    Finance associate job in Gainesville, FL

    You Can Change the Life of One to Care for the Lives of Many! At Galen College of Nursing, we educate and empower nurses to change lives. Since 1989, we've dedicated our work to delivering high-quality nursing education with a student-first mindset. As one of the largest private nursing colleges in the country, we combine the support of a close-knit learning environment with the strength of a nationally recognized institution, HCA Healthcare. That same passion for excellence in the classroom extends to our offices. At Galen, you'll find a culture deeply rooted in collaboration, innovation, and a shared commitment to improving the future of healthcare. Your work directly touches the next generation of nurses, and your contributions help our students pursue their dream of a compassionate career. If you're looking for a career where you can make a difference, grow professionally, and be part of a caring team, we'd love for you to apply for the _Student Financial Services Specialist_ position today! Click here to learn more about Galen! (******************************* Position Overview: As a Student Financial Services Specialist at Galen College of Nursing, you will provide information, guidance, and assistance regarding various types of financial assistance, including, but not limited to federal financial aid, state aid, workforce agencies, employer payments, and VA benefits, to facilitate the enrollment, persistence, and completion of students, consistent with the College's mission. Key Responsibilities: 1. Assist and guide active students throughout their program, including but not limited to: a. Contact current students about missing/incomplete documents. b. Assist current students with completion of forms as needed. c. Review financial aid application for accuracy and ensure eligible aid is packaged and disbursed in a timely manner. d. Support students in the management of additional financing options, including state aid, workforce agencies, employer payments, VA benefits, etc. e. Create payment arrangements on term balances to support campus cash collections. f. At program end, track and document completion of Exit Counseling, following-up with students as necessary. 2. Provide continued support and education to students and their parents on topics related to Financial Aid, including, but not limited to Title IV Federal Financial Aid, eligibility, financial literacy, and loan repayment. 3. Thoroughly document student communication in the student information system, including, but not limited to email, phone calls, text messages, and meetings. 4. Assist in other phases of financial aid, enrollment, and student support, as necessary. 5. Maintain confidentiality of students and student information. Follow guidelines by regulatory bodies such as FERPA, the Department of Education, other Galen accrediting agencies, federal, state and local laws, etc. 6. Maintain current knowledge of college policies and processes and relevant accreditation and regulatory requirements. 7. Attend financial aid training, workshops and seminars, as necessary or requested by the College. 8. Other duties as assigned. Position Requirements: + Education:Minimum of a bachelor's degree. Equivalent experience in lieu of a degree will be considered. + Experience:Experience working with Federal Financial Aid programs preferred, but not required. Experience working with customer financial accounts preferred, but not required. + Skills:Must possess excellent written and oral communication skills. Must possess excellent customer service skills. Strong organizational skills and an ability to prioritize and complete simultaneous projects while meeting deadlines. Ability to maintain confidentiality and discretion at all times. Must be a team player by assisting and encouraging other Galen employees. + Special Qualifications:Working knowledge of Microsoft Office products. Must be able to secure access to all Department of Education websites, including, but not limited to NSLDS, COD, CPS, etc. Candidates should have no prior history of student loan default. + Physical/Mental Demands & Work Environment:Must be able to sit at a computer desk for eight hours each day. Must be available to work flexible schedule to include some evenings and occasional weekends. + Degree of Supervision:Minimal Benefits At Galen College of Nursing, we want to ensure your needs are met. We offer a comprehensive package of medical, dental, and vision plans, tuition discounts, along with unique benefits, including: + Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation. + Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance, and more. + Free counseling services and resources for emotional, physical, and financial well-being + 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service) + Employee Stock Purchase Plan with 10% off HCA Healthcare stock + Family support through fertility and family building benefits with Progyny and adoption assistance. + Referral services for children, elders, and pet care, home and auto repair, event planning, and more. + Consumer discounts through Abenity. + Retirement readiness, rollover assistance services, and preferred banking partnerships. + Education assistance (tuition, student loan, certification support, dependent scholarships). + Colleague recognition program. + Time Away from Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence). + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income. Learn more about Employee Benefits. (********************************************************************** _Note: Eligibility for benefits may vary by location._ Galen College of Nursing is recognized as a 2023 National League of Nursing (NLN) Center of Excellence (COE). (****************************************************************************************************************** Galen's Compassionate Care Model Values + Inclusivity: I foster an environment that provides opportunity for every individual to reach their full potential. + Character: I act with integrity and compassion in all I do. + Accountability: I own my role and accept responsibility for my actions. + Respect: I value every person as an individual with unique contributions worthy of consideration. + Excellence: I commit myself to the highest level of quality in everything I do. Learn more about our vision and mission (*********************************************** . Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your career with an organization committed to delivering respectful, compassionate care, and where the unique and intrinsic worth of each individual is recognized. _Submit your application for the opportunity below:_ Student Financial Services Specialist Galen College of Nursing
    $38k-56k yearly est. 60d+ ago
  • Automotive Finance Manager

    Lake City Buick GMC

    Finance associate job in Lake City, FL

    Job Description At Lake City Buick GMC, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at Lake City Buick GMC is absolutely critical to its success. Our promise is to keep delivering the same award-winning service and value that our community has come to expect from our dealership through the years. We are always looking for bright, motivated, and energetic professionals to add to our world-class team. Responsibilities Structures deals for maximum profitability and collectability Fully proficient with title laws and registration process Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensures all deals are fully compliant with local, state, and federal guidelines Prepares paperwork, contracts, and delivers deals Prepares and mails all deal packages with complete and proper documentation to lenders and follows any other process that may be in place in their respective department Accurately audits team deals post-sale Ensures the expeditious funding of all contracts Qualifications 2 years min automotive F&I experience Demonstrates closing skills Excellent interpersonal/communication skills. Strong attention to detail. Strong knowledge of regulatory and compliance requirements. Valid driver's license Submit a background search and drug screen Responsible for helping our customers arrange the financing of their purchases and presenting them with additional products that enhance their vehicle and ownership experience.
    $64k-93k yearly est. 14d ago
  • Virtual Financial Manager

    First Federal Bank 3.3company rating

    Finance associate job in Lake City, FL

    Job Description Core values speak to the heart of an organization and are the essence of a company's identity. Everything we do is centered around our community, customer service, our stability, and being trustworthy. These values support our mission and vision, shape our culture, and provide a foundation for the future. Offering a dynamic benefit package that includes but is not limited to: Four Medical Plan Offerings to choose from Employer HSA Contributions (Coverage/Plan exclusions) Employer Provided Life Insurance Policy Annual Health Incentive Annual Wellness Reimbursement Tuition Reimbursement program Generous Match 401k Retirement Plan Paid Sick Leave Paid Vacation Leave 11 Paid Holidays Based on the Federal Reserve Calendar If you are ready to take on a challenging and rewarding role; we invite you to apply for this exciting opportunity. JOB PURPOSE: The Virtual Financial Manager is responsible for leading, developing, and managing the operations and team of the bank's virtual branch - a fully integrated virtual extension of our branch network. This position ensures that customers receive the same high level of personalized service and relationship support online that they experience in our physical locations. The Virtual Financial Manager oversees day-to-day virtual operations, including account opening, customer service, sales, and virtual engagement. This role plays a key part in growing relationships, deepening customer loyalty, and supporting the bank's overall strategy of providing convenient, community-focused banking through both virtual and in-person channels. ESSENTIAL FUNCTIONS: • Lead and manage the daily operations of the virtual branch to ensure efficient, compliant, and customer-centered service delivery. • Coach, motivate, and develop virtual branch staff to achieve sales and service goals. • Foster a culture of relationship banking in a virtual environment - ensuring each customer interaction is personal, professional, and solutions-focused. • Oversee virtual account openings, lending referrals, service requests, and virtual customer onboarding. • Monitor performance metrics including response times, service quality, deposit growth, and customer satisfaction. • Partner with other financial managers and departments to ensure consistent service standards, efficient referrals, and coordinated customer support. • Collaborate with Marketing and Retail leadership to promote the virtual branch and virtual banking capabilities. • Maintain compliance with all regulatory requirements, internal policies, and security standards. • Ensure effective KYC/AML procedures, virtual signature verification, and record retention processes are followed. • Identify opportunities for process improvements and work closely with operations and IT to enhance efficiency and user experience. • Participate in community outreach through virtual seminars, online financial education sessions, and other virtual engagement opportunities. LEADERSHIP AND TEAM MANAGEMENT: • Supervise and support virtual branch team members including virtual bankers and service representatives. • Provide ongoing training, guidance, and performance feedback. • Maintain a positive and collaborative team environment focused on accountability, communication, and customer care. • Ensure proper staffing coverage and scheduling to meet customer demand. • Serve as a role model for the bank's mission, values, and service standards. Provides the best service to our customers with innovative and creative solutions. JOB REQUIREMENTS: • Minimum of 5 years' banking experience with 2 or more years in a branch management or supervisory role. • Strong knowledge of retail banking products, services, and regulatory requirements. • Experience managing or supporting online service channels strongly preferred. • Proven leadership, coaching, and communication skills. • Technologically proficient; comfortable using CRM systems, virtual banking tools, and video platforms. • Strong analytical and problem-solving skills with the ability to make sound decisions in a fast-paced environment. • Commitment to delivering exceptional customer experience and building long-term relationships. • Participate in community outreach through virtual seminars, online financial education sessions, and other virtual engagement opportunities. Extended hours sitting and performing computer tasks may be required. Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank. Bilingual candidates encouraged to apply Equal Opportunity Employer / Vet / Disability E - Verify Employer Powered by ExactHire:188885
    $71k-97k yearly est. 23d ago
  • Relationship Banker SB - Archer and 75th

    Jpmorgan Chase 4.8company rating

    Finance associate job in Gainesville, FL

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adhere to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory requirements. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $31k-40k yearly est. 3d ago
  • Private Client Banker - Fleming Island - Fleming, Island FL

    JPMC

    Finance associate job in Fleming Island, FL

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $33k-68k yearly est. Auto-Apply 60d+ ago
  • Financial Consultant, Truist Investment Services, Ocala, FL

    Truist 4.5company rating

    Finance associate job in Ocala, FL

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate. 3. Assist clients with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and delivery of client presentations and engagements. 6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals. 7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. 4 years professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported. 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills. 6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Preferred Qualifications: 1. Willingness to pursue additional credentials in the wealth and investment fields. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $31k-50k yearly est. 18d ago
  • Community Banker - Trenton

    Capital City Bank Careers 4.2company rating

    Finance associate job in Trenton, FL

    Capital City Bank - More than your bank. Your banker. Hours: Monday - Friday 8:00 a.m. - 5:00 p.m. Delivers the retail credit and small business products of the Bank to a market segment generally defined by clients seeking small to medium consumer or commercial loans. Sells and services existing and prospective consumer and commercial client relationships as defined by manager. 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. In compliance with the S.A.F.E. Act, registration in the NMLS Registry is required. All associates at Capital City Bank, Capital City Investments, Capital City Trust Company, and Capital City Home Loans have access to confidential client information and must practice discretion at all times. Principal Duties and Responsibilities: Responsible for loan production, fees, deposits, and referrals each incentive period. Goals will be provided. Interviews applicants to develop information concerning their consumer and commercial lending needs, desires, abilities and earnings to determine whether a loan may be an acceptable risk. Cross-sells Payment Protection and other Bank insurance products. Makes sound underwriting and loan decisions within established lending limits as granted by the Credit Administration division, ensuring compliance with Bank policy and procedures. Notifies applicant of loan decision. Corresponds with clients, applicants or creditors to resolve questions regarding application information. Works with clients as needed to collect periodic financial information. Organizes tracking of loan status. Follows current loans to ensure complete compliance with terms. Delivers other Bank products by referral to other retail banking partners and to appropriate business partners including Residential Real Estate, Capital City Investments, Capital City Bank Trust, Treasury Management, etc. and adheres to all stated quarterly goals. Collects on past due loan payments with the assistance of the Collections Department. Works with collections to reduce loss and work out problem credits. Calls on potential and existing clients to develop new business and increase or retain existing business. Gives counsel to clients and prospective clients within the parameters of a banking relationship. May supervise one administrative assistant. 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 Investments, Capital City Trust Company, 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 (KSAs) Required The following KSAs are usually acquired through college education with an emphasis in business-related course(s) and a minimum of five years consumer or business lending and underwriting experience: Relies on experience and judgment to plan and accomplish goals. A wide degree of creativity and latitude is expected. Excellent communication and sales skills. Background in bank lending policies and procedures. Demonstrated strong underwriting ability. High degree of personal integrity. Ongoing sales and product knowledge training is expected. Proficiency in Word and general working knowledge of PCs. Must adhere to Bank's Motor Vehicle Guidelines. In compliance with the S.A.F.E. Act, registration in the NMLS Registry is required. Education Bachelor's degree in Business or Finance from an accredited college required. Relevant experience in Consumer or Commercial Banking may substitute for the education requirement. Working Conditions Office environment. Makes personal business calls to clients and prospects. Some limited travel may be required. After hours and civic involvement will be required. Driving as required by position. 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 Investments, Capital City Trust Company, 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.
    $49k-89k yearly est. 60d+ ago
  • Financial Representative | Admitting ED | Part Time | Day Shift

    University of Florida Health 4.5company rating

    Finance associate job in Gainesville, FL

    AAs a Level 1 Trauma Center, this position is responsible for performing all patient registration functions, including creating or confirming medical records and account numbers. The role ensures timely and accurate healthcare access by gathering demographic, sponsorship, guardian, insurance, financial, and statistical information from patients, families, physicians, physician office staff, and government agencies. Responsibilities Key Responsibilities * Patient Registration & Admissions * Process patient and observation admissions for hospital emergency departments. * Create or confirm medical records and account numbers accurately. * Obtain necessary regulatory signatures for consent for treatment, financial responsibility agreements, and HIPAA compliance. * Insurance & Financial Responsibilities * Verify insurance eligibility and benefits electronically. * Obtain insurance authorizations within required time frames. * Identify and collect patient financial obligations at the point of service. * Utilize third-party payer resources to confirm coverage, gain authorizations, and determine patient responsibility. * Create cost estimates and collect payments to support facility first-pass yield and decrease account denials. * Collaboration & Communication * Consult and communicate with other hospital departments to maintain efficient patient care and registration workflows. * Security & Safety * Use the Passage point system to screen visitors and create security badges. * Work Schedule * Work scheduled weekend shifts on a rotating basis, in addition to regularly scheduled shifts. Qualifications Minimum Education and Experience Requirements: * High school diploma or equivalent required. * One (1) year of clerical experience in a patient or public contact setting OR six (6) months of experience in a health-related business office or third-party payor group. * College-level coursework and knowledge of medical and insurance industry terminology preferred. * Demonstrated experience performing multiple tasks simultaneously, adjusting to changing priorities, making timely and sound decisions, and working independently with minimal supervision. * Proficiency with computer applications and the ability to work with multiple systems preferred. * Strong verbal, analytical, and written communication skills required. * Must be adaptable, tactful, and able to work well under pressure. * Must understand the importance of a "first impression" role, including appropriate professional dress, attitude, and demeanor. * Ability to work scheduled weekend shifts on a rotating basis in addition to regular shifts. Motor Vehicle Operator Designation: * May operate vehicles for assigned business purposes as a non-frequent driver. * A "frequent driver" is defined as someone who uses a personal or Shands vehicle: a) at least once daily, b) five or more individual trips per week, or c) an average of over 150 miles per week for job duties. Licensure/Certification/Registration: * None required.
    $23k-36k yearly est. 11d ago
  • Student Financial Services Specialist

    HCA 4.5company rating

    Finance associate job in Gainesville, FL

    You Can Change the Life of One to Care for the Lives of Many! At Galen College of Nursing, we educate and empower nurses to change lives. Since 1989, we've dedicated our work to delivering high-quality nursing education with a student-first mindset. As one of the largest private nursing colleges in the country, we combine the support of a close-knit learning environment with the strength of a nationally recognized institution, HCA Healthcare. That same passion for excellence in the classroom extends to our offices. At Galen, you'll find a culture deeply rooted in collaboration, innovation, and a shared commitment to improving the future of healthcare. Your work directly touches the next generation of nurses, and your contributions help our students pursue their dream of a compassionate career. If you're looking for a career where you can make a difference, grow professionally, and be part of a caring team, we'd love for you to apply for the Student Financial Services Specialistposition today! Click here to learn more about Galen! Position Overview: As a Student Financial Services Specialist at Galen College of Nursing, you will provide information, guidance, and assistance regarding various types of financial assistance, including, but not limited to federal financial aid, state aid, workforce agencies, employer payments, and VA benefits, to facilitate the enrollment, persistence, and completion of students, consistent with the Colleges mission. Key Responsibilities: 1. Assist and guide active students throughout their program, including but not limited to: a. Contact current students about missing/incomplete documents. b. Assist current students with completion of forms as needed. c. Review financial aid application for accuracy and ensure eligible aid is packaged and disbursed in a timely manner. d. Support students in the management of additional financing options, including state aid, workforce agencies, employer payments, VA benefits, etc. e. Create payment arrangements on term balances to support campus cash collections. f. At program end, track and document completion of Exit Counseling, following-up with students as necessary. 2. Provide continued support and education to students and their parents on topics related to Financial Aid, including, but not limited to Title IV Federal Financial Aid, eligibility, financial literacy, and loan repayment. 3. Thoroughly document student communication in the student information system, including, but not limited to email, phone calls, text messages, and meetings. 4. Assist in other phases of financial aid, enrollment, and student support, as necessary. 5. Maintain confidentiality of students and student information. Follow guidelines by regulatory bodies such as FERPA, the Department of Education, other Galen accrediting agencies, federal, state and local laws, etc. 6. Maintain current knowledge of college policies and processes and relevant accreditation and regulatory requirements. 7. Attend financial aid training, workshops and seminars, as necessary or requested by the College. 8. Other duties as assigned. Position Requirements: * Education:Minimum of a bachelor's degree. Equivalent experience in lieu of a degree will be considered. * Experience:Experience working with Federal Financial Aid programs preferred, but not required. Experience working with customer financial accounts preferred, but not required. * Skills:Must possess excellent written and oral communication skills. Must possess excellent customer service skills. Strong organizational skills and an ability to prioritize and complete simultaneous projects while meeting deadlines. Ability to maintain confidentiality and discretion at all times. Must be a team player by assisting and encouraging other Galen employees. * Special Qualifications:Working knowledge of Microsoft Office products. Must be able to secure access to all Department of Education websites, including, but not limited to NSLDS, COD, CPS, etc. Candidates should have no prior history of student loan default. * Physical/Mental Demands & Work Environment:Must be able to sit at a computer desk for eight hours each day. Must be available to work flexible schedule to include some evenings and occasional weekends. * Degree of Supervision:Minimal Benefits At Galen College of Nursing, we want to ensure your needs are met. We offer a comprehensive package of medical, dental, and vision plans, tuition discounts, along with unique benefits, including: * Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation. * Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance, and more. * Free counseling services and resources for emotional, physical, and financial well-being * 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service) * Employee Stock Purchase Plan with 10% off HCA Healthcare stock * Family support through fertility and family building benefits with Progyny and adoption assistance. * Referral services for children, elders, and pet care, home and auto repair, event planning, and more. * Consumer discounts through Abenity. * Retirement readiness, rollover assistance services, and preferred banking partnerships. * Education assistance (tuition, student loan, certification support, dependent scholarships). * Colleague recognition program. * Time Away from Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence). * Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income. Learn more about Employee Benefits. Note: Eligibility for benefits may vary by location. Galen College of Nursing is recognized as a 2023 National League of Nursing (NLN) Center of Excellence (COE). Galen's Compassionate Care Model Values * Inclusivity: I foster an environment that provides opportunity for every individual to reach their full potential. * Character: I act with integrity and compassion in all I do. * Accountability: I own my role and accept responsibility for my actions. * Respect: I value every person as an individual with unique contributions worthy of consideration. * Excellence: I commit myself to the highest level of quality in everything I do. Learn more about our vision and mission. Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your career with an organization committed to delivering respectful, compassionate care, and where the unique and intrinsic worth of each individual is recognized.Submit your application for the opportunity below: Student Financial Services Specialist Galen College of Nursing
    $38k-56k yearly est. 6d ago
  • Finance Manager

    Gettel Automotive Group 4.2company rating

    Finance associate job in Ocala, FL

    Job Details BMW of Ocala - Ocala, FLDescription At Gettel, our associates are our most valuable resource and growth is encouraged through diligence, teamwork & creativity. We offer a variety of training for everyone from Managers to Technicians; Gettel U and the Gettel Edge Program can provide you with the tools needed to take that next step. Above all, we have highest standard of honesty and integrity when conducting business. We are committed to an environment where the customer is always treated with respect and dignity... If you have an interest in automotive and a desire to develop a career in the industry, apply today! What We Offer Medical, Dental & Vision Insurance Life Insurance Health Savings & Flex Spending Accounts Short & Long Term Disability 401K Plan Holiday Pay Personal & Sick Days Paid Vacation Paid Training Growth Opportunities Flexible Work Schedules Discounts on products & services Employee vehicle purchase plans Saturday Lunches Accident & Critical Care Plans Qualifications GENERAL RESPONSIBILITIES- FINANCE MANAGER The Finance Manager reports directly to the General Manager and/or the General Sales Manager of the dealership as well as the GAMG Director of Finance. FINANCE, INSURANCE AND PROTECTION PLAN SALES The Finance Manager is responsible for presenting customers with available finance, insurance and protection options related to the purchase of their vehicle, and giving excellent customer service to ensure a positive buying experience. Our policy is to treat our associates and customers in the utmost professional, ethical, legal, and courteous manner. All deals will be delivered using an interview menu selling system. The menu option chosen must be circled and signed by the customer. Perform a meaningful disclosure of all documents including the term, rate, payment, price and all products sold. Ensure that all documentation, recording and reporting is done so with 100% accuracy. Maintain high Customer Satisfaction Index. Maintain performance results consistent with monthly forecasts. It is required to have 100% customer interviews at the salesperson's desk. To protect the dealership and its assets by complying with all state and federal laws and guidelines. Follow all Federal and Florida Statutes, including but not limited to: Regulation B (Equal Credit Opportunity Act), Fair Credit Reporting Act, Fair and Accurate Credit Transactions Act of 2003 (Red Flags Rules), Regulation M (Consumer Leasing), Magnuson-Moss Warranty Act, Fair Debt Collections Practices Act, Tax Reform Act of 1984 (Form 8300), Regulation Z (Truth in Lending Act), Gramm-Leach-Bliley Act ( see Gettel Information Security Policy Manual) USA Patriot Act (OFAC), and Adverse Action Notification. Falsification of any documentation or failure to follow disclosure requirements will result in immediate termination. Report any company policy and procedure violations to your General Manager. If you feel your GM does not respond to your concerns, contact your controller. The dealer has an open door policy that applies to all associates. All deals delivered outside the dealership to include mail-outs, must have signatures notarized to be valid. These deals will be subject to the Florida cooling-off rule and have 3 days to cancel the transaction. All State approved, regulated or controlled insurance, aftermarket or other services products (VCS, credit life, disability) MUST be sold for the state-filed retail rate that has been supplied to you.
    $75k-114k yearly est. 60d+ ago
  • Automotive Finance Manager

    Lake City Buick GMC

    Finance associate job in Lake City, FL

    At Lake City Buick GMC, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at Lake City Buick GMC is absolutely critical to its success. Our promise is to keep delivering the same award-winning service and value that our community has come to expect from our dealership through the years. We are always looking for bright, motivated, and energetic professionals to add to our world-class team. Responsibilities Structures deals for maximum profitability and collectability Fully proficient with title laws and registration process Maintains proficiency and certifications as required for the position Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensures all deals are fully compliant with local, state, and federal guidelines Prepares paperwork, contracts, and delivers deals Prepares and mails all deal packages with complete and proper documentation to lenders and follows any other process that may be in place in their respective department Accurately audits team deals post-sale Ensures the expeditious funding of all contracts Qualifications 2 years min automotive F&I experience Demonstrates closing skills Excellent interpersonal/communication skills. Strong attention to detail. Strong knowledge of regulatory and compliance requirements. Valid driver's license Submit a background search and drug screen Responsible for helping our customers arrange the financing of their purchases and presenting them with additional products that enhance their vehicle and ownership experience.
    $64k-93k yearly est. Auto-Apply 46d ago
  • Relationship Banker SB - Archer and 75th

    Jpmorganchase 4.8company rating

    Finance associate job in Gainesville, FL

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $31k-40k yearly est. Auto-Apply 6d ago
  • Financial Consultant, Truist Investment Services, Ocala, FL

    Truist Financial Corporation 4.5company rating

    Finance associate job in Ocala, FL

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: JOB SUMMARY Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate. 3. Assist clients with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate in the preparation for and delivery of client presentations and engagements. 6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals. 7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. 4 years professional experience, including 1 year of experience in the securities industry. 3. FINRA Series 7 and 66. 4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported. 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills. 6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Preferred Qualifications: 1. Willingness to pursue additional credentials in the wealth and investment fields. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $31k-50k yearly est. 19d ago
  • Community Banker - Trenton

    Capital City Bank Group 4.2company rating

    Finance associate job in Trenton, FL

    Capital City Bank - More than your bank. Your banker. Hours: Monday - Friday 8:00 a.m. - 5:00 p.m. Delivers the retail credit and small business products of the Bank to a market segment generally defined by clients seeking small to medium consumer or commercial loans. Sells and services existing and prospective consumer and commercial client relationships as defined by manager. 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. In compliance with the S.A.F.E. Act, registration in the NMLS Registry is required. All associates at Capital City Bank, Capital City Investments, Capital City Trust Company, and Capital City Home Loans have access to confidential client information and must practice discretion at all times. Principal Duties and Responsibilities: * Responsible for loan production, fees, deposits, and referrals each incentive period. Goals will be provided. * Interviews applicants to develop information concerning their consumer and commercial lending needs, desires, abilities and earnings to determine whether a loan may be an acceptable risk. Cross-sells Payment Protection and other Bank insurance products. * Makes sound underwriting and loan decisions within established lending limits as granted by the Credit Administration division, ensuring compliance with Bank policy and procedures. * Notifies applicant of loan decision. Corresponds with clients, applicants or creditors to resolve questions regarding application information. Works with clients as needed to collect periodic financial information. * Organizes tracking of loan status. Follows current loans to ensure complete compliance with terms. * Delivers other Bank products by referral to other retail banking partners and to appropriate business partners including Residential Real Estate, Capital City Investments, Capital City Bank Trust, Treasury Management, etc. and adheres to all stated quarterly goals. * Collects on past due loan payments with the assistance of the Collections Department. Works with collections to reduce loss and work out problem credits. * Calls on potential and existing clients to develop new business and increase or retain existing business. * Gives counsel to clients and prospective clients within the parameters of a banking relationship. * May supervise one administrative assistant. 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 Investments, Capital City Trust Company, 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 (KSAs) Required The following KSAs are usually acquired through college education with an emphasis in business-related course(s) and a minimum of five years consumer or business lending and underwriting experience: * Relies on experience and judgment to plan and accomplish goals. * A wide degree of creativity and latitude is expected. * Excellent communication and sales skills. * Background in bank lending policies and procedures. * Demonstrated strong underwriting ability. * High degree of personal integrity. * Ongoing sales and product knowledge training is expected. * Proficiency in Word and general working knowledge of PCs. * Must adhere to Bank's Motor Vehicle Guidelines. * In compliance with the S.A.F.E. Act, registration in the NMLS Registry is required. Education Bachelor's degree in Business or Finance from an accredited college required. Relevant experience in Consumer or Commercial Banking may substitute for the education requirement. Working Conditions * Office environment. * Makes personal business calls to clients and prospects. * Some limited travel may be required. * After hours and civic involvement will be required. * Driving as required by position. * 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 Investments, Capital City Trust Company, 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.
    $49k-89k yearly est. 60d+ ago
  • Transplant Financial Representative | Admitting Department | Full time | Day Shift

    University of Florida Health 4.5company rating

    Finance associate job in Gainesville, FL

    The Transplant Financial Coordinator mitigates financial risk to UF Health by completing accurate financial clearance reviews and performing comprehensive analyses of patient- and payer-specific benefits and liabilities. Responsibilities Core Responsibilities: * Financial Clearance & Risk Mitigation * Conducts thorough financial clearance reviews. * Analyzes patient and payer benefits to determine patient liability and minimize financial risk to the organization. * Management of Transplant Accounts * Manages high-dollar transplant patient accounts, including pre- and post-transplant episodes of care for both hospital and physician groups. * Interdisciplinary Team Participation * Represents the Financial Services Division as an active member of transplant teams. * Provides financial perspectives necessary for treatment decisions. * Communicates directly with physicians, clinic support staff, and the Medical Review Board. * Makes recommendations based on financial assessments. * Payer Negotiations & Authorization Management * Negotiates payment approvals with third-party payers by analyzing individual plan benefits. * Provides clinical information to medical and transplant case managers to secure pre-approvals for all episodes of treatment, including: * Hospital-to-hospital transfers * Transplant evaluations * High-tech radiology * UNOS listing * Transplant surgery * Post-transplant follow-up care * Coordinates peer-to-peer reviews as needed. * Patient Financial Counseling & Assistance * Determines patient ability to pay and negotiates deposits or payment plans. * Calculates patient financial responsibility and provides cost estimates. * Explores and coordinates alternative funding sources, including community fundraising and government programs. * Conducts in-depth, face-to-face financial interviews to develop strategies for lifelong financial security. * Regulatory & Program Support * Reviews government programs and legislation affecting transplantation reimbursement; reports on impacts to the team. * Supports maximum reimbursement efforts for both hospital and physician groups. * Serves as a financial liaison between transplant clinics and patients/families throughout the transplant process. * Collaboration & Meetings * Participates in regulatory and operational meetings with the Financial Supervisor/Manager, Transplant Director, Transplant Managers, Managed Care, and other transplant department members. Qualifications Minimum Education and Experience Requirements * Education * High school graduate or equivalent required. * College degree or related coursework preferred. * Experience * Minimum 1 year of experience as an Inpatient Financial Representative at a Transplant Facility, OR * 3 years of experience as a Financial Representative in a hospital facility. * Working knowledge of medical and insurance industry terminology is required. * Skills & Competencies * Proven ability to perform multiple tasks simultaneously and respond effectively to changing priorities. * Ability to make timely and accurate judgment decisions. * Strong communication skills, including exceptional verbal, written, and analytical abilities. * Capacity to work independently without direct supervision. * Proficiency with standard software applications and the ability to work with multiple computer systems. * Must demonstrate adaptability, tact, and the ability to work well under pressure. * Professionalism * Must understand the importance of a "first impression" role and maintain appropriate professional dress, attitude, and demeanor. * Motor Vehicle Operator Designation * None provided. * Licensure/Certification/Registration * CPAT certification preferred.
    $23k-36k yearly est. 13d ago
  • Finance Manager

    Gettel Automotive Group 4.2company rating

    Finance associate job in Ocala, FL

    Job Details Volkswagen of Ocala - Ocala, FLDescription At Gettel, our associates are our most valuable resource and growth is encouraged through diligence, teamwork & creativity. We offer a variety of training for everyone from Managers to Technicians; Gettel U and the Gettel Edge Program can provide you with the tools needed to take that next step. Above all, we have highest standard of honesty and integrity when conducting business. We are committed to an environment where the customer is always treated with respect and dignity... If you have an interest in automotive and a desire to develop a career in the industry, apply today! What We Offer Medical, Dental & Vision Insurance Life Insurance Health Savings & Flex Spending Accounts Short & Long Term Disability 401K Plan Holiday Pay Personal & Sick Days Paid Vacation Paid Training Growth Opportunities Flexible Work Schedules Discounts on products & services Employee vehicle purchase plans Saturday Lunches Accident & Critical Care Plans Qualifications GENERAL RESPONSIBILITIES- FINANCE MANAGER The Finance Manager reports directly to the General Manager and/or the General Sales Manager of the dealership as well as the GAMG Director of Finance. FINANCE, INSURANCE AND PROTECTION PLAN SALES The Finance Manager is responsible for presenting customers with available finance, insurance and protection options related to the purchase of their vehicle, and giving excellent customer service to ensure a positive buying experience. Our policy is to treat our associates and customers in the utmost professional, ethical, legal, and courteous manner. All deals will be delivered using an interview menu selling system. The menu option chosen must be circled and signed by the customer. Perform a meaningful disclosure of all documents including the term, rate, payment, price and all products sold. Ensure that all documentation, recording and reporting is done so with 100% accuracy. Maintain high Customer Satisfaction Index. Maintain performance results consistent with monthly forecasts. It is required to have 100% customer interviews at the salesperson's desk. To protect the dealership and its assets by complying with all state and federal laws and guidelines. Follow all Federal and Florida Statutes, including but not limited to: Regulation B (Equal Credit Opportunity Act), Fair Credit Reporting Act, Fair and Accurate Credit Transactions Act of 2003 (Red Flags Rules), Regulation M (Consumer Leasing), Magnuson-Moss Warranty Act, Fair Debt Collections Practices Act, Tax Reform Act of 1984 (Form 8300), Regulation Z (Truth in Lending Act), Gramm-Leach-Bliley Act ( see Gettel Information Security Policy Manual) USA Patriot Act (OFAC), and Adverse Action Notification. Falsification of any documentation or failure to follow disclosure requirements will result in immediate termination. Report any company policy and procedure violations to your General Manager. If you feel your GM does not respond to your concerns, contact your controller. The dealer has an open door policy that applies to all associates. All deals delivered outside the dealership to include mail-outs, must have signatures notarized to be valid. These deals will be subject to the Florida cooling-off rule and have 3 days to cancel the transaction. All State approved, regulated or controlled insurance, aftermarket or other services products (VCS, credit life, disability) MUST be sold for the state-filed retail rate that has been supplied to you.
    $75k-114k yearly est. 60d+ ago

Learn more about finance associate jobs

How much does a finance associate earn in Gainesville, FL?

The average finance associate in Gainesville, FL earns between $27,000 and $80,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Gainesville, FL

$46,000
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