Finance representative jobs in Lakeland, FL

Job DescriptionLaunch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nations largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. Were proud of the impact fraternalism makes. Its what allows Modern Woodmen and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2023, Modern Woodmen spent $18.2 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and training Modern Woodmens education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or youre just getting started, youll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer.

Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development *This role requires biligual Spanish* Are you a highly motivated and customer-centric individual with a passion for sales and making a positive impact? Do you thrive in a fast-paced environment where your hard work is recognized and rewarded? Look no further! Jenn Rossmiller State Farm is seeking a Sales Representative to join our dynamic and successful team. About Us: At Jenn Rossmiller State Farm, we take pride in being a trusted insurance agency that has been serving our community for over 20 years. Our commitment to providing exceptional customer service and comprehensive insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have access to an extensive range of insurance and financial products, allowing us to offer tailored solutions to our valued clients. About Jenn Rossmiller Local State Farm agent in Riverview, Florida Providing Life Insurance in Tampa Offering Auto Insurance in Brandon Helping with Home Insurance Assisting with Florida Business Insurance Offering Health Insurance Providing Renters and Condo Insurance Helping with Boat and Motorcycle Insurance Kid- & pet-friendly office! Graduate of the University of South Carolina Mother to an energetic daughter! Married to a SUPER AWESOME STATE FARM AGENT! Role and Responsibilities: As a Sales Representative at Jenn Rossmiller State Farm, you will play a vital role in helping our customers protect what matters most to them. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit their unique requirements. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement. Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have. Consultative Selling: Conducting comprehensive consultations with customers to identify their coverage needs and presenting suitable solutions in a clear and understandable manner. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we encourage individuals with a genuine passion for sales and a determination to succeed to apply. Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service. Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients. Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous. Bilingual Spanish Licensing Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office Health benefits HOURS 8:30-5:00

Benchmark International's U.S. mergers & acquisitions practice is seeking a highly accomplished Senior Investment Banker to serve as Head of Middle Market M&A. This key leadership role oversees our national Middle Market sell-side practice, representing owner-operated companies across the United States generating $10-$25 million in EBITDA. You will lead a world-class transaction execution team, deliver strategic advisory services to founder-led businesses, and manage a sophisticated portfolio of sell-side engagements from initial client onboarding through to a successful closing. As a senior leader and visible face of the firm, you will collaborate closely with Benchmark International's CEO and executive leadership team. This position requires a seasoned dealmaker with a strong sell-side execution background, superior leadership skills, and the ability to mentor and inspire high-performing bankers. The role is ideal for a player-coach who excels at navigating complex middle market transactions and driving transformational outcomes for business owners. Job Responsibilities: Lead Deal Team & M&A Execution• Direct and lead the full execution function of the M&A lifecycle for Middle Market engagements.• Oversee active portfolio management and drive transactions through due diligence, negotiation, structuring, and closing.• Provide high-level strategic guidance to clients, ensuring alignment with their goals and market realities.• Ensure rigorous adherence to Benchmark International's process manual and best-in-class execution standards.Client Relationship Management• Build and maintain strong relationships with owner-operators and executive teams.• Serve as a trusted advisor, offering insight into market trends, valuation dynamics, buyer behavior, and strategic alternatives.• Support clients through the emotional and strategic complexities of selling a business.Team Construction, Leadership & Development• Recruit, develop, and lead a high-performing team of senior bankers, associates, and analysts.• Foster a collaborative, accountable, results-oriented environment.• Mentor team members to enhance their technical skills, client communication, and deal leadership abilities.Deal Origination Support• Collaborate with the Middle Market Team's dedicated Origination Unit to assist in sourcing new M&A mandates.• Leverage your experience and credibility to support origination strategy and win new client engagements.Strategic Planning & Market Intelligence• Remain current on industry, economic, and M&A market trends.• Translate market dynamics into actionable insights for clients and internal teams.• Represent Benchmark International at industry conferences, speaking events, and professional forums.Risk Management & Compliance• Ensure all transactions comply with legal, regulatory, and internal risk management standards.• Oversee due diligence processes and coordinate with legal, financial, and tax advisors.• Proactively identify risks and ensure smooth execution across every stage.Financial Analysis Oversight• Supervise financial modeling, valuation assessments, strategic analysis, and deal structuring.• Provide senior-level review and guidance to support accurate, effective financial decision-making. Additional Leadership Expectations As the leader and face of the Middle Market Team, you will:• Handle setbacks professionally and confidently.• Lead difficult conversations with owners, acquirers, and advisors.• Negotiate against seasoned professional buyers.• Take responsibility for process breakdowns, even when not directly responsible.• Foster cooperation with clients' attorneys, accountants, and other advisors.• Always Maintain Benchmark International's professional image.• Work outside normal business hours when required to meet client expectations.• Be available for occasional short notice travel (rarely more than three days). Job Qualifications: Experience• Minimum 12 years of M&A advisory experience with a proven track record executing complex middle-market sell-side transactions across industries.• Demonstrated ability to manage large deal teams and multiple simultaneous assignments.Education• Bachelor's degree in Finance, Economics, Business, or related field required.• MBA or advanced degree preferred; JD a plus.Leadership Skills• Proven ability to recruit, lead, and inspire high-performing teams.• Hands-on leader committed to developing talent.Client-Facing Expertise• Exceptional client relationship and advisory skills.• Clear history of successfully originating and executing middle market M&A engagements.Technical Competence• Strong financial modeling, valuation, and transaction structuring skills.• Deep understanding of legal documentation, deal mechanics, and M&A tax considerations.Industry Knowledge• Broad-based understanding of M&A markets, buyer landscapes, and industry-specific deal dynamics.• Extensive professional network within the M&A ecosystem.Communication Skills• Superior verbal and written communication skills.• Ability to distill complex ideas into clear, actionable insight. Personal Attributes• Process Driven: Strong adherence to Benchmark International's established M&A processes.• Strategic Thinker: Capable of seeing the big picture and anticipating long-term implications.• Results-Oriented: Operates effectively in fast-paced, high-pressure deal environments.• Entrepreneurial Mindset: Proactive, innovative, and opportunity focused.• Integrity & Professionalism: Upholds the highest ethical standards. Additional requirements:• Ability to obtain a Florida real-estate sales associate license within 90 days of employment.• No unfavorable history with FINRA, the SEC, or any state regulatory agency.• Ability to pass a criminal and professional background check prior to starting date.• Interested candidates should submit a resume and cover letter outlining their qualifications and relevant experience, Compensation This senior leadership role offers a competitive compensation package, including a base salary, commission, and performance-based bonuses. Final package will be determined on qualifications and experience. Benefits All Benchmark International positions offer paid time off, standard holidays, birthday holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending and health savings accounts (FSA & HSA); and flexible dependent care assistance accounts. Relocation assistance is not available for this role. Social Responsibility Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees because of their personal passion for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community. About Benchmark International Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners seeking to grow or exit their companies. Recognized as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook and Refinitiv and named Investment Banking Firm of the Year by both the M&A Advisor and the Global M&A Network, we are known for our award-winning process and world-class service. Specializing in the transaction of mid-market companies, our teams operate from offices across the globe, representing clients in a wide variety of industries. Our unique, technology-driven approach connects sellers with the right acquirers-whether local or international-through a combination of proprietary databases, deep market insight, and strategic outreach. We offer an exciting opportunity to be part of a high-performance team with global reach. Our culture is rooted in collaboration, innovation, and continuous growth. We believe in promoting from within and are actively looking for ambitious professionals ready to shape the next chapter of our success story. Join us and be part of the next generation of leaders redefining M&A excellence. Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.

About the job Tampa International Forest Products is a significant player in the wood products industry, and we have been recognized as one of the premier commodity trading companies to work for. We are currently seeking a highly driven and competitive individual to join our growth-oriented team as a trader trainee! As a trainee, you will start out in our trader trainee development program, which is designed to provide you with a deep understanding of our industry and equip you with the necessary tools that pave the way for a rewarding career at TIFP. As a lumber trader, you will play a pivotal role in buying and selling lumber, cultivating client relationships, managing risk and margin and actively engaging in a dynamic market. If you are a highly motivated, self-starting individual who has a passion for developing customer relationships and a desire to thrive in a competitive environment, we encourage you to apply for this exciting opportunity! **This is not a remote opportunity** Responsibilities: Start learning the ins and outs of the industry through our logistics department by growing our transportation network and negotiating freight rates Network, cold-call, and qualify prospects to start building your own book of business Continuously generate new trading ideas by identifying market trends and opportunities Build relationships with clients and provide value through market intelligence. Travel to visit with clients on a quarterly basis. Keep a constant up-to-date knowledge of the markets to ensure continuous real-time price discovery. To thrive in this role, you are: Bilingual in English and Spanish Willing to travel to Mexico. A natural salesman with 2-5 years B2B sales experience. High energy with an entrepreneur spirit Ambitious, driven and achievement-oriented Excellent problem solving, analytical and mathematical skills Possess strong interpersonal and communication skills Ability to prioritize and perform multiple activities A strong desire to succeed and manage your own business.

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: **************************************************************************

We are a fast-growing Tampa NW financial advisory firm seeking a Junior Financial Advisor to join our client-focused team. This role is client-facing and involves working with existing clients and closing warm inbound leads, cold calling required. Perfect for proactive, coachable advisors ready to grow in a supportive environment. Key Responsibilities: Manage and grow client financial portfolios Close new business from warm leads Present index annuities and other investment strategies Conduct client reviews, portfolio updates, and retirement planning sessions Maintain accurate records in CRM and financial software Collaborate with senior advisors to deliver exceptional client experiences Qualifications: Series 65 license (required) Florida 215 Insurance License (preferred) Experience with Assets Under Management (AUM), especially index annuities Up to 10 years of financial advisory experience Strong communication and client relationship skills Organized, efficient, and team-oriented Benefits: Paid time off + all major holidays Medical, dental, and vision insurance 401(k) with employer match Access to investment portfolios with no management fees

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: **************************************************************************

As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Essential Responsibilities: Comprehensive Relationship Management - Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach. Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Advice-Based Banking - Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals. Proactive Financial Needs Assessment - Identify life events and evolving financial needs to recommend appropriate financial solutions. Product and Service Expertise - Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders. Mentorship and Leadership - Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success. Cross-Selling and Financial Growth - Promote the credit union's objectives by cross-selling products and services, contributing to branch growth. Provide regular updates to the Private Banking Program Manager on performance metrics. Regulatory Compliance and Documentation - Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption - Educate members on digital and online banking solutions to enhance convenience and financial literacy. Business Development and Member Engagement - Represent Partners at business development events, expos, and seminars. Acquire new memberships and follow up with targeted outreach. Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor. Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker. The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently. All investment-related activities must comply with regulatory standards and Partners Wealth Management policies. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years in retail banking. Current FINRA certifications and licenses include SIE, and Series 6 Certifications, Licenses, Registrations, etc.: NMLS Certification - Required CA Notary - Required State L&D Insurance License - Required SIE (if Series 6 acquired after October 1, 2018)- Required FINRA Series 63 & 65 OR Series 66 Note: not required at time of hire, but must be acquired within 9-12 months of hire date Continued employment for Series 6 applicants is contingent upon obtaining the Series 63 & 65 or 66 within 9 -12 months of hire. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. Abilities and Behaviors: 3+ years of experience building and maintaining relationships with members and colleagues. Strong knowledge of banking and securities regulations. Excellent member service, sales, and conflict resolution skills. Effective communication, organization, and time management abilities. Adaptability and initiative; able to work independently with minimal supervision. Strong teamwork and collaboration skills. High motivation, professionalism, and ethical standards. Demonstrates discretion when handling confidential financial information. Scope of the Job Performance Standards: New Memberships: 5-8 per month Loan Originations: 12-17 funded applications per month ($300K-$425K) Insurance Units: 8-12 per month (PLP, GAP, MBI) Qualified Referrals: 5-7 per month (Wealth, Auto, Mortgage) Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month Maintain member satisfaction and compliance quality scores at or above standards. Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: Shift work, including weekends and home visits, consists of hours outside of an 8 - 5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member. Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in Florida is $51,200 to $76,800 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.

Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Blake Price - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Prior financial services experience preferred. Analytical and communication skills. Ability to make presentations to potential customers. Series 6/63/65 or 7 licenses preferred (must be able to obtain).

Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Were a State Farm Chairmans Circle and Ambassador for Life office, recognized for our commitment to excellence and service. Our team proudly gives back to the community through events like Pizza Fridays, toy drives for homeless children with Matthews Hope Ministry, and other impactful initiatives. With a vibrant team of 9 professionals and over 100 years of combined insurance experience, we foster a supportive, collaborative, and energetic work environment. Be part of a team that values hard work, celebrates success, and gives back to the community. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Craig Martin - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must currently hold their Florida 215 license. Must currently hold Series 6/63/65 or SIE license. Must be able to obtain other relevant financial service licenses. Proven experience working as a financial services representative preferred. Sound knowledge of financial legislation. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job Title: Finance Intern (Part time) The finance intern works under the guidance of a senior professional to perform basic finance administrative duties. This position will assist the finance department with duties such as financial reports, Deltek, data entry, and payroll. This individual will perform other entry-level staff duties in which asked of. Objectives: As you go through your internship, you will learn many skills • Use and understand basic knowledge within the accounting/finance field • Understand how to operate and use Deltek systems • Understand how to prepare reports and analysis Duties: Responsibilities will vary • Assist with system configuration related tasks • Verification and matching of transaction records • Prepare reports and analysis • Data Entry • Other related duties as assigned Required Skills: • Must be currently enrolled in an undergraduate or graduate program in Accounting or Finance • Experience with Microsoft Office - skilled in excel • Strong ethic and ability to work in a team environment • Excellent written and oral communication skills Desired Skills: • Experience with Deltek and other related systems • Experience in accounting field or majoring in accounting Work Hours: Part Time - Vary according to individual Location: Lakeland, FL - Polk County

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses . In This Role You Will : Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes : Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests . Following up with customers regarding outstanding account related items . Participating in continuing education and development . Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions . Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley . Enjoy a hybrid work environment that enables employees to thrive . Competitive base salary and a wide range of additional benefits including: Paid time off savings programs health care (medical, dental, vision) insurance plans tuition and licensing reimbursement along with student loan refinancing fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments generous parental leave. Commitment to Diversity and Inclusion . Employees are encouraged to give back to your community . What You Bring to the Table: A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job DescriptionBenefits: Simple IRA Hiring bonus 4 day work week Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with JOANNE DAUPHIN - State Farm Agent, you will successfully market the securities & financial products that manage everyday risks. Your proficient knowledge of securities & financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant securities licenses. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred

At Tampa Family Health Centers, healthcare is more than a service-it's our mission. As a Federally Qualified Health Center (FQHC), we provide quality, caring, and accessible healthcare to a culturally diverse community across Hillsborough County. Our team thrives on innovation, compassion, and positive change , and we are proud to be recognized as a leader in empathy-driven care. Joining TFHC means becoming part of a mission-driven organization where professionals receive the training, recognition, and support they need to grow and thrive while making a lasting impact in their community. Position Summary We are seeking a Patient Financial Services Specialist to join our team. This remote role is responsible for providing exceptional support to patients and healthcare providers using the EPIC system. The specialist will handle inquiries, resolve issues, and ensure a positive patient experience while managing Work Queues (WQs) and collaborating with multiple departments to maintain high standards of service. Essential Responsibilities Respond to patient and provider inquiries via phone, email, and live chat with timely, accurate information Monitor and manage Work Queues (WQs) to ensure timely resolution of tasks and issues Maintain detailed documentation of customer interactions, issues, and resolutions in patient accounts Provide training and support to users on effective use of the EPIC system Collaborate with the Revenue Cycle Management (RCM) team and Operations to ensure seamless service delivery Generate and analyze reports on customer service activities, identifying trends and opportunities for improvement Communicate regularly with leadership regarding trends, issues, and system optimization opportunities Qualifications High School Diploma or equivalent required; EPIC certification preferred Minimum of 2 years of healthcare customer service experience Skills & Abilities Excellent communication and interpersonal skills Strong problem-solving and troubleshooting abilities Proficiency in using the EPIC system Ability to manage multiple tasks and prioritize effectively Strong attention to detail and accuracy Ability to interpret insurance correspondence and remittance, and communicate clearly with responsible parties Ability to work independently and collaboratively as part of a team Benefits & Rewards TFHC offers a comprehensive benefits package designed to support your well-being and professional growth (for all eligible employees): Medical, Dental, and Vision Insurance Life and Disability Insurance Generous PTO and 7 paid company holidays 401(k) program with employer contribution after one year Employee discount program for tickets, movies, travel, and other entertainment options Why Join TFHC? At TFHC, you'll be part of a team that values innovation, compassion, and excellence . We are committed to supporting our employees with opportunities for growth, professional development, and the chance to make a meaningful impact in the lives of patients and families across Tampa Bay. Join Us If you're ready to embark on a career journey that's more than just a job, apply today and help us deliver exceptional patient financial services at Tampa Family Health Centers.

We're seeking an outside sales representative to identify new target buyers and upsell to current customers to achieve sales goals. The ideal candidate is a service-oriented outside sales expert who can prospect, present, and close deals efficiently. If you are looking to combine your communication and prospecting skills with your outside sales experience to leverage a more lucrative career in the industry, we want you on our team! Ability to engage your community and leverage personal networks/contacts Bilingual Speaking (English/Spanish) A Plus

Job DescriptionAs the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Essential Responsibilities: Comprehensive Relationship Management - Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach. Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Advice-Based Banking - Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals. Proactive Financial Needs Assessment - Identify life events and evolving financial needs to recommend appropriate financial solutions. Product and Service Expertise - Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders. Mentorship and Leadership - Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success. Cross-Selling and Financial Growth - Promote the credit union's objectives by cross-selling products and services, contributing to branch growth. Provide regular updates to the Private Banking Program Manager on performance metrics. Regulatory Compliance and Documentation - Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption - Educate members on digital and online banking solutions to enhance convenience and financial literacy. Business Development and Member Engagement - Represent Partners at business development events, expos, and seminars. Acquire new memberships and follow up with targeted outreach. Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor. Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker. The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently. All investment-related activities must comply with regulatory standards and Partners Wealth Management policies. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years in retail banking. Current FINRA certifications and licenses include SIE, and Series 6 Certifications, Licenses, Registrations, etc.: NMLS Certification - Required CA Notary - Required State L&D Insurance License - Required SIE (if Series 6 acquired after October 1, 2018)- Required FINRA Series 63 & 65 OR Series 66 Note: not required at time of hire, but must be acquired within 9-12 months of hire date Continued employment for Series 6 applicants is contingent upon obtaining the Series 63 & 65 or 66 within 9 -12 months of hire. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. Abilities and Behaviors: 3+ years of experience building and maintaining relationships with members and colleagues. Strong knowledge of banking and securities regulations. Excellent member service, sales, and conflict resolution skills. Effective communication, organization, and time management abilities. Adaptability and initiative; able to work independently with minimal supervision. Strong teamwork and collaboration skills. High motivation, professionalism, and ethical standards. Demonstrates discretion when handling confidential financial information. Scope of the Job Performance Standards: New Memberships: 5-8 per month Loan Originations: 12-17 funded applications per month ($300K-$425K) Insurance Units: 8-12 per month (PLP, GAP, MBI) Qualified Referrals: 5-7 per month (Wealth, Auto, Mortgage) Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month Maintain member satisfaction and compliance quality scores at or above standards. Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: Shift work, including weekends and home visits, consists of hours outside of an 8 - 5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member. Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in Florida is $51,200 to $76,800 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by JazzHR C7i5q6Z3Te

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: **************************************************************************

At Tampa Family Health Centers, healthcare is more than a service-it's our mission. As a Federally Qualified Health Center (FQHC), we provide quality, caring, and accessible healthcare to a culturally diverse community across Hillsborough County. Our team thrives on innovation, compassion, and positive change, and we are proud to be recognized as a leader in empathy-driven care. Joining TFHC means becoming part of a mission-driven organization where professionals receive the training, recognition, and support they need to grow and thrive while making a lasting impact in their community. Position Summary We are seeking a Patient Financial Services Specialist to join our team. This remote role is responsible for providing exceptional support to patients and healthcare providers using the EPIC system. The specialist will handle inquiries, resolve issues, and ensure a positive patient experience while managing Work Queues (WQs) and collaborating with multiple departments to maintain high standards of service. Essential Responsibilities * Respond to patient and provider inquiries via phone, email, and live chat with timely, accurate information * Monitor and manage Work Queues (WQs) to ensure timely resolution of tasks and issues * Maintain detailed documentation of customer interactions, issues, and resolutions in patient accounts * Provide training and support to users on effective use of the EPIC system * Collaborate with the Revenue Cycle Management (RCM) team and Operations to ensure seamless service delivery * Generate and analyze reports on customer service activities, identifying trends and opportunities for improvement * Communicate regularly with leadership regarding trends, issues, and system optimization opportunities Qualifications * High School Diploma or equivalent required; EPIC certification preferred * Minimum of 2 years of healthcare customer service experience Skills & Abilities * Excellent communication and interpersonal skills * Strong problem-solving and troubleshooting abilities * Proficiency in using the EPIC system * Ability to manage multiple tasks and prioritize effectively * Strong attention to detail and accuracy * Ability to interpret insurance correspondence and remittance, and communicate clearly with responsible parties * Ability to work independently and collaboratively as part of a team Benefits & Rewards TFHC offers a comprehensive benefits package designed to support your well-being and professional growth (for all eligible employees): * Medical, Dental, and Vision Insurance * Life and Disability Insurance * Generous PTO and 7 paid company holidays * 401(k) program with employer contribution after one year * Employee discount program for tickets, movies, travel, and other entertainment options Why Join TFHC? At TFHC, you'll be part of a team that values innovation, compassion, and excellence. We are committed to supporting our employees with opportunities for growth, professional development, and the chance to make a meaningful impact in the lives of patients and families across Tampa Bay. Join Us If you're ready to embark on a career journey that's more than just a job, apply today and help us deliver exceptional patient financial services at Tampa Family Health Centers.