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  • Chief Financial Officer

    KLR Executive Search Group LLC 4.2company rating

    Miami, FL job

    KLR Executive Search Group is pleased to partner with UC Funds, a dynamic and innovative boutique private equity real estate firm with offices in Miami, FL, and Boston, MA. UC Funds is a vertically integrated specialty finance company that originates, structures, underwrites, and manages commercial real estate investments across the United States. Its investment focus spans multifamily, retail, office, hotel, industrial/warehouse, adaptive reuse, and construction projects. As part of its succession planning, the firm is seeking to identify its next Chief Financial Officer in anticipation of a planned retirement. This position is based in Miami, FL, and requires five days a week. The CFO will be a key member of the Executive Leadership team, overseeing all financial operations across the organization. This role involves strategic financial planning, risk management, financial reporting, budgeting, and ensuring the Company's financial health and sustainability. This professional will work closely with the CEO and senior executives to drive business growth and profitability and ensure regulatory and industry standards compliance. Key Responsibilities include: Develop and implement financial strategies to support the Company's long-term goals and objectives. Oversee budgeting, forecasting, and financial modeling processes. Oversee financing activities, including debt and equity financing, and manage the Company's capital structure. Oversee and lead M&A activities, including financial due diligence, valuations, integration planning, and negotiations. The successful candidate will bring: A minimum of ten (10) years of progressive experience in finance, with at least five years in a senior leadership role, preferably as a CFO or VP of Finance. Real Estate experience is a must. Real Estate financing experience is strongly preferred. Strong understanding of financial modeling, budgeting, forecasting, and reporting. Experience managing a finance team and leading financial operations in a dynamic business environment. In-depth knowledge of financial regulations, tax laws, and corporate governance. Exceptional verbal and written communication skills, with the ability to present financial information to diverse audiences (e.g., Board members, investors, senior leadership). Communicate effectively with all cross-functional team members to deliver quality and build strong relationships. Bachelor's degree in Accounting, Finance, Business Administration, or a related field. MBA or other advanced degree is a plus. The salary range for this position is $250,000 - $300,000 and does not include benefits and bonus potential. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.
    $250k-300k yearly 4d ago
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  • Loan Originator - Kayne Anderson Real Estate

    Kayne Anderson Capital Advisors 4.7company rating

    Boca Raton, FL job

    Title: Vice President / Director / Managing Director (Depending on Experience) Location: Boca Raton, FL (Full Time / In Office) About Kayne Anderson Real Estate Kayne Anderson Real Estate is a leading real estate investment firm, managing nearly $20 billion in assets across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off‑campus student housing, multifamily housing, self‑storage, and light industrial. Kayne Anderson Real Estate is part of Kayne Anderson, an approximately $40 billion alternative investment management firm with more than 41 years of experience in the real estate, credit, infrastructure, and energy sectors. With more than 130 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project's overall performance and quality by incorporating best practices and effective alternatives in the design, construction, documentation, financing, and operation of investments. The firm's entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate's reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. (As of October 2025) Position Overview We are seeking a highly skilled real estate debt investment professional to join our growing team. The new hire will play a leading role in sourcing, structuring, and managing real estate debt investments. In particular we are seeking a candidate who has experience in (i) purchasing non‑performing and sub‑performing loans, (ii) loan workouts, and (iii) direct high‑yield lending. This is a highly visible role with direct responsibility for investment strategy, deal execution, and portfolio management within the firm's expanding platform. General Position Responsibilities Lead the origination, underwriting, and structuring of debt investments across various real estate asset classes. Build and maintain relationships with borrowers, lenders, brokers, and other capital markets participants to source proprietary deal flow. Oversee financial modeling, investment analysis, and due diligence processes to evaluate new opportunities. Manage the execution of complex transactions, including negotiation of loan documents and closing processes. Monitor and manage portfolio performance, including risk management, asset surveillance, and value optimization strategies. Partner with senior leadership to shape investment strategy and capital deployment. Mentor junior team members, providing guidance on deal analysis, execution, and market insights. Qualifications 7+ years of experience in real estate debt investing, credit, or structured finance, ideally with a private equity, investment management, or real estate investment platform. Strong track record in sourcing and executing transactions. Deep knowledge of capital markets, real estate debt structures, and risk/return analysis. Proven ability to lead deal execution from origination through closing and asset management. Exceptional financial modeling, analytical, and negotiation skills. Established industry relationships with borrowers, lenders, and intermediaries. Strong leadership, communication, and presentation skills. Bachelor's degree in finance, real estate, or related field required; advanced degree or CFA/MBA a plus. Benefits Competitive medical, dental, and vision insurance Flexible spending accounts (dependent care, healthcare, limited purpose FSA) Accident and Critical Illness insurance Long Term Disability insurance Competitive 401(k) benefits Pet healthcare savings program Member's Only Healthcare - healthcare navigation WellHub - corporate wellness platform $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy) Rocket Lawyer legal benefits Reimbursement of professional society memberships and exam fees Up to $10,000 matching annually for contributions to qualified non-for-profit organizations Parental leave Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire. Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr
    $36k-52k yearly est. 2d ago
  • Head of Trade Services

    City National Bank of Florida 4.1company rating

    Miami, FL job

    About the Role Trade Services /Trade Finance Product Head is responsible for providing overall leadership, strategic direction, managing the P&L and ensuring operational excellence for the bank's trade Business. This role oversees the end‐to‐end execution of trade transactions including letters of credit, collections, guarantees, and related financing while ensuring adherence to international regulations, ICC rules, and internal risk policies. The Trade Head also plays a pivotal role in the strategic development, management, and enhancement of trade finance products and services to ensure they remain competitive, compliant, and aligned with evolving market needs. Working closely with internal stakeholders, clients, and external partners, the position ensures seamless delivery of trade services and actively contributes to strengthening the bank's trade finance/services offering. What You'll Do: Lead and oversee all trade finance/services processing activities to ensure accuracy, efficiency, and compliance. Define and implement operational policies, procedures, controls, and service standards to ensure efficiency, consistency, and regulatory compliance. Elaborate Product programs and Product Team job descriptions and org chart, Manage the trade execution team, ensuring strong performance, clear prioritization, and operational continuity. Work with operations to elaborate review and implement the operative process aligned to bank processes and International Rules. Ensure full compliance with internal risk policies, ICC rules (UCP 600, URC 522, URDG 758, ISP98), and applicable international regulations, escalating issues as required. Liaise with internal stakeholders including business units, risk, compliance, legal, internal audit, and operations leadership to support governance, audits, and process improvements. Ensure the operative process and Guidelines in place, ensuring guidelines and procedures in place for the day to day trade services/finance operations, guiding staff through complex cases and supporting effective resolution of documentation, processing, or settlement issues. Monitor key performance indicators (KPIs) such as turnaround time, error rates, discrepancy rates, and SLA adherence; develop action plans to improve performance and operational quality. Review from the product perspective and for the operative process the entitlements and process for the authorization for the complex or high value transactions, ensuring accuracy, appropriate documentation, and adherence to trade regulations and bank policies. Work closely with sales, product, corporate finance, logistics/trade desks, compliance, and technology teams to ensure smooth trade execution and alignment with product and business goals. Qualifications: What You Bring: 8-10 years experience in trade, operations, trade services, or trade finance, with extensive exposure to documentary credits, collections, guarantees, and trade documentation. Extensive knowledge of trade finance products including Letters of Credit, Standby LCs, Documentary Collections, Guarantees, Supply Chain Finance, and trade-related financing structures. Ability to lead and develop teams, drive performance, delegate effectively, and build a high performing culture. Clear, professional, and effective communication skills, with the ability to interact confidently with internal stakeholders, clients, correspondent banks, and auditors. Strong familiarity with global sanctions, AML/KYC requirements, and regulatory frameworks impacting trade operations. Strong problem solving skills and demonstrated ability to take initiative and critically analyze processes and procedures in a push toward constant improvement Independent decision making and strong control mindset. Licenses/Certifications: Certified Documentary Credit Specialist (CDCS) preferred. Certified Trade Finance Professional (CTFP) preferred. Education: Bachelor's Degree in Finance, Economics, Business Administration, International Trade, or related fields. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at ************ or by email at **********************************.
    $30k-35k yearly est. 1d ago
  • Senior Real Estate Debt Investment Lead

    Kayne Anderson 3.0company rating

    Boca Raton, FL job

    A leading real estate investment firm in Boca Raton is seeking a Vice President / Director / Managing Director to lead debt investment strategies. The candidate will have 7+ years of experience in real estate debt investing, demonstrating strong analytical and negotiation skills. Key responsibilities include sourcing loans, managing transactions, and overseeing portfolio performance. The role offers comprehensive benefits, including health insurance and a competitive 401(k) plan, fostering an empowering work environment. #J-18808-Ljbffr
    $84k-128k yearly est. 3d ago
  • Client Manager - US Large Market

    American Express 4.8company rating

    Tallahassee, FL job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645
    $89.3k-150.3k yearly 5d ago
  • P1 Advisor Non-Exempt

    Ameriprise Financial, Inc. 4.5company rating

    Tampa, FL job

    Obtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend Financial Planning, Advisor, Financial Advisor, Asset Manager, Banking, Practice
    $65k-87k yearly est. 2d ago
  • Attorney - Intellectual Property

    Grayrobinson Branding 4.5company rating

    Miami, FL job

    GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues. Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary. We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $52k-95k yearly est. 1d ago
  • Sales Enrollment Representative

    3M Expansions 4.6company rating

    Sarasota, FL job

    As a Sales Enrollment Representative, you will play a key role in helping individuals access essential telecommunications services through compelling, relationship-focused sales campaigns. This entry-level position offers comprehensive training, empowering you to build your skills while connecting people to custom telecommunications solutions that enhance their lives! Due to increased demand from our telecommunications client partner, we are in need of a Sales Enrollment Representative with an unrelenting work ethic, tenacious attitude, and a reputation as a dependable team player. The Sales Enrollment Representative will play a key role in acquiring new customers through the execution of residential sales campaigns. Their primary responsibility is to guide prospective customers through the sales process and help them enroll in internet, TV, and phone plans. Sales Enrollment Representative Responsibilities: Interact with customers directly through residential sales campaigns in an effort to drive and achieve new customer acquisition targets Establish genuine relationships with customers, identify their pain points and needs, and clearly explain the value and benefits of telecommunications products and services Close sales and facilitate the enrollment process by completing orders using CRM software, and ensure all necessary information is collected for successful account set up Promote and upsell services to meet customer needs and achieve sales growth Track sales metrics and report directly to Senior Managers regularly to ensure personal success Keep up-to-date with changes in pricing, product offerings, and company policies. Professionally represent the company at all times. Benefits of Being a Sales Enrollment Representative: Competitive compensation package with industry-leading commission incentives Help connect people to the newest & top telecommunication products and services Learn valuable techniques in sales, customer service, and program enrollment Work in diverse settings, meeting with various consumers directly Collaborate with the Sales Enrollment Representative team to achieve company-wide goals while also progressing your career What We Look For Sales Enrollment Representative: Previous experience as a Sales Enrollment Representative, customer service, or marketing is preferred but not required Excellent communication and interpersonal skills A goal-driven mindset with long-term aspirations Ability to thrive in a fast-paced, collaborative environment Basic understanding of technology & devices Flexibility to work weekends, evenings, or events as needed This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role. Take the first step toward a fulfilling career as a Sales Enrollment Representative. Join us to build your foundation in sales and customer service while improving communities and achieving your personal and professional goals. Join us today! Powered by JazzHR
    $29k-35k yearly est. 2d ago
  • Boat Captain

    Avian, LLC 3.8company rating

    Panama City, FL job

    Join a Company Where You Can Make a Real Impact - and Own a Piece of the Future Are you energized by the idea of helping a company grow smarter, serve our customers better, and connect more deeply? Do you thrive in an environment where your ideas matter, your voice is heard, and your work drives real results? If so, we'd love to meet you. We're a mid-sized, employee-owned company on a mission to create meaningful value for both our employees and our customers. That means we're not just looking for someone to fill a seat - we're looking for someone who wants to build, innovate, and evolve with us. Our company primarily serves the Navy and other Department of Defense clients, offering a dynamic environment where your expertise will make a difference. About the Role We're seeking a part-time, on-call boat captain to support our team in Panama City Beach, Florida Responsibilities Planning and executing maritime operations including support for U.S. Navy sea trials. Steer and operate vessels using radios, depth finders, lights, and buoys. Safely operate vessels in all weather conditions. Must be familiar with all marine, Federal Coast Guard, state, and local rules and regulations. Inspect vessel to ensure safe operations. Boat Maintenance and repairs as required. Communicate with others to coordinate material handling, rig tow lines, and vessel movement. Maintain records of operations details of vessel travel. U.S. Coast Guard Master License of 25 tons or greater. Two years of experience working with military small boats and watercraft. Experience in general boat maintenance a plus. Due to the sensitivity of customer-related requirements, U.S. Citizenship is required. Must be able to obtain and maintain a SECRET Department of Defense security clearance. Compensation for this position is $0-$0 per hour. (The offered rate will be based on the selected candidate's knowledge, skills, abilities, and/or experience and in consideration of internal parity.) About being a part of Team AVIAN As an employee-owner, you'll be a catalyst for progress - helping us find new opportunities with current or new customers, company efficiencies, streamline processes, and bring people and ideas together in smarter ways. Whether it's helping us optimize workflows, enhancing the employee experience, or delivering more impactful solutions to our customers, your inputs will have reach and relevance across the organization. Taking care of each other is a cornerstone of our AVIAN philosophy. Being part of the AVIAN team means being part of a team that takes pride in being expansive in our community because our impact doesn't stop in the workplace. We actively engage in community initiatives, empowering our employees to make a meaningful difference. You'll Succeed Here If You... See opportunities where others see routine Are curious, collaborative, and passionate about making things better Enjoy connecting dots across teams, tools, and tasks Believe in doing the right thing the right way - even when no one's watching Play an active role in our growth, using your ideas and initiative to shape how we work, serve, and succeed together Embrace a "one team" mindset knowing we are stronger together through trust, transparency and teamwork. Understand the power of ownership - and are excited to be part of an employee-owned culture Why Join Us? Employee Ownership: We're not just building a company - we're building a legacy. As an employee-owner, you'll share in our success and have a direct stake in our future. Real Growth: We're expanding, evolving, and exploring new ways to serve. Your contributions will shape our direction and help us grow stronger. Purpose-Driven Work: Every improvement you help make is one that adds value - not just for us, but for the people and missions we support. Culture of Collaboration: We're big enough to take on meaningful challenges, but small enough that everyone still knows your name. Comprehensive Benefits Package: Designed to support your health, financial security, and overall well-being, our health and wellness benefits include medical, dental, and vision coverage, along with telemedicine services and a TRICARE supplement for veterans. Flexible Leave Benefits: we prioritize a balanced, supportive environment that allows you to thrive both personally and professionally and offer flexible and paid time off, 11 paid holidays, paid sick leave, maternity and bonding leave, and military training leave. AVIAN is a service-based organization. As an equal opportunity employer, our policy of business is to seek the most qualified candidate for each talent opportunity without regard to race, creed, color, sex, age, religious belief, marital status, national origin, ancestry, sexual preference, physical or mental handicap, lawful political affiliation or veteran's status.
    $52k-84k yearly est. 2d ago
  • Business Solutions Advisor - Weston Commons Financial Center - Bilingual Spanish Required

    Bank of America 4.7company rating

    Fort Lauderdale, FL job

    Weston, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************************************ **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs + Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience **Required Qualifications:** + Has demonstrated experience and proven success with business-to-business sales and/or small business banking + Has strong communication skills with the ability to effectively influence clients + Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution + Has a proven sales track record + Can build productive partnerships and working relationships + Is experienced with outbound phone sales **Desired Qualifications:** + Experience with financial information, spreadsheets and financial skills + Experience with in-person customer service and sales + Experience working with small business clients + Experience meeting or exceeding goals + A working knowledge of small business products and services + Bilingual skills **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment + Pipeline Management + Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $67k-93k yearly est. 2d ago
  • Director-Compliance

    American Express 4.8company rating

    Fort Lauderdale, FL job

    This role will play a critical leadership position within the U.S. Commercial Compliance team supporting the U.S. Corporate Card Programs including vPayment, Business Travel Account, Expense Management & Travel Partnerships, @Work, Corporate Account Setup and Spend Enablement, as well as the U.S. issued Global Dollar Card. This person will provide strategic compliance oversight and effective challenge to ensure business strategies and initiatives are compliant with applicable laws, rules and regulations for Corporate commercial products, capabilities and offerings. The compliance efforts for this position will have a particular focus on product development, marketing strategies, risk management initiatives, rewards and benefits, and customer communications. **Job responsibilities include:** + Provide effective challenge over business processes and controls aimed to mitigate risk and ensure compliance with regulatory and policy requirements. + Effectively inform on the development and implementation of policy and regulatory requirements in the areas of UDAP, general card practices, general banking, and other relevant federal, state and local regulations. + Play a critical role within each of the Compliance program elements of the Compliance Target Operating Model, covering BU support functions. + Oversee and effectively challenge on applicable regulations and policies, monitor performance and emerging risks to assess the efficacy of mitigating controls, procedures and practices within the business. + Collaborate with key compliance subject matter experts as well as partners across the Enterprise, such as the General Counsel's Organization, Audit and Operational Excellence groups. **Qualifications** + Deep regulatory knowledge of the financial regulations applicable to U.S. corporate card products including UDAP. + Prior credit card industry, compliance, legal or risk experience is a plus. + Strong relationship and leadership skills with proven ability to communicate and collaborate effectively at all levels of the organization. + Ability to exercise good judgment in the development and pursuit of compliant solutions. + Prior experience of leading and developing high performing teams is a plus. + Excellent written, verbal, research, analytical, and interpersonal skills. + Strong project management skills, ability to lead multiple projects and support multiple priorities simultaneously. + Demonstrated ability to make decisions independently, work well under pressure, meet deadlines and adapt easily to frequent change. + Bachelor's degree required; advanced degree preferred. **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Compliance **Primary Location:** US-New York-New York **Other Locations:** US-Utah-Sandy, US-Arizona-Phoenix, US-Florida-Sunrise **Schedule** Full-time **Req ID:** 26000641
    $123k-215.3k yearly 5d ago
  • Florida Banking Legal Counsel & Strategy Lead

    First Bank 4.6company rating

    Miami, FL job

    A financial institution in Miami is seeking an experienced VP Legal Counsel to oversee legal activities across the Florida region. The successful candidate will manage legal risks and provide strategic counsel to the bank's management and teams on various legal matters, ensuring compliance with applicable laws. Applicants must hold a Juris Doctor (JD) and possess at least 10 years of relevant experience in law, particularly in financial institutions. This role requires bilingual proficiency in English and Spanish and strong analytical skills. #J-18808-Ljbffr
    $50k-87k yearly est. 3d ago
  • Advisor Development Program Client Associate

    Bank of America 4.7company rating

    Sarasota, FL job

    Sarasota, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** **Advisor Development Program Client Associate** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. **The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning + Organizing and managing resources (time, people, budget) to run a productive practice + Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client + Completing mandated training, assessments, performance goals and continuing education requirements **We'll help you** + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. + **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Exceptional interpersonal and relationship building skills + Effective communication skills (written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs of and recommend appropriatesolutions + Proven ability to work both collaboratively on a team with key partners and independently + Proven ability to listen and probe for clarity and understanding + Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking + Strong follow-through skills + Computer/technical literacy and proficiency in applications such as Microsoft Suite **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of work experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral Identification + Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $37k-47k yearly est. 2d ago
  • Data Analyst

    Navy Federal Credit Union 4.7company rating

    Pensacola, FL job

    Design, develop, and optimize data pipelines and systems for efficient data collection, integration, and storage. Interpret data to generate insights and implement reliable data processing workflows that ensure data quality and system stability. Apply data governance practices across ETL pipelines, metadata management, security, and lineage tracking. Develop understanding of business objectives to align data solutions and address increasingly complex data challenges while building proficiency in standard procedures and techniques. Responsibilities Develop and maintain data pipelines and workflows using Data Factory and SQL Server Integration Services. Format data from APIs into SQL servers. Collaborate with stakeholders to gather data requirements and ensure alignment with business needs and objectives. Design and build data pipelines for data collection, connection, and storage. Develop and enforce data engineering policies and best practices to ensure data integrity. Proficient in querying MongoDB and integrating data across database systems for efficient data retrieval and processing. Ensure data quality and performance at scale. Ensure high performance and scalability of data systems and processes. Help with the collection, connection, and storage of data. Optimize existing data workflows and ensure system reliability. Collaborate with team members and participate in team projects and initiatives. Qualifications Bachelor's degree in Computer Science, Engineering, Information Systems, or a related field. 3-5 years of experience in data engineering and governance. Advanced knowledge of SQL language. Advanced understanding of API frameworks and JSON transformations. Understanding of various data warehousing architectures (Mongo, Azure, SQL, etc.). Basic understanding of business and operating environment. Basic knowledge of programming languages (Mongo, Python, PowerShell, R, SQL, C#). Experience with data management, processing and analytic tools (Databricks). Experience with data integration and processing tools. Basic problem-solving skills. Basic communication and collaboration skills. Working experience with data warehousing solutions, ETL tools, and data system design. Basic knowledge of data engineering principles, technologies, and architecture. Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane, Vienna, Virginia 22180 | 5550 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $53k-69k yearly est. 6d ago
  • Systems Engineer

    Navy Federal Credit Union 4.7company rating

    Pensacola, FL job

    To research, analyze, design, develop, implement, support, and maintain of systems integration software solutions. Evaluate, tune, and monitor current and planned systems integration software solutions. To integrate, and maintain complex systems integrations, ensuring seamless interaction between hardware, software, and networks to support organizational IT needs. Proactively address gaps with existing support processes, documentation, and prioritize accordingly. Guide configuration, debugging, and support for infrastructure and ensure all code quality and change control standards are met. Work under minimal supervision and use complete understanding of business needs and objectives to support projects that have impact on the achievement of operational goals. Advanced skill set and proficiency with procedures and techniques. Responsibilities Develops/updates Services and APIs using Java technology for use in current and future projects Serves as subject matter expert for enterprise integration services (SOA and API) Collaborates with development teams, business units, and other ETS areas to identify, define, develop/modify and implement enterprise reusable Services and APIs Works and contributes on the product backlog development by working closely with Business Analyst/Technical Analyst, and API team members Works in an agile, fast paced, entrepreneurial environment with short release cycles and actively collaborate with multiple stakeholders Oversees peer code reviews and provide active guidance and direction on development Works with team to develop and maintain policies, procedures, standards, documentation and governance process for SOA and API Design integration solutions around cloud native applications which can work across public, private and hybrid clouds Develop integrations with modern API Management frameworks that can be deployed in both B2B and B2C scenarios Continually monitor the financial services technology landscape to track the latest innovations across the industry and communicate relevant information to leadership Develop and apply architectural governance based on business and information technology strategies Specific Duties: Serve as a subject matter expert on API integrations for enterprise initiatives and projects Hands-on development of APIs, microservices, and platform proxies as deliverables for enterprise initiatives and projects Participate in on-call rotation for emergency technical support and planned maintenance activities Assist with root cause investigations and provide recommendations Participate in deployment rotation to oversee implementation and coordinate with supporting partnering teams Qualifications Extensive experience that demonstrates expert knowledge of Java, JEE, Web Services and APIs Extensive experience with SOAP Services and RESTful APIs utilizing a lightweight data-interchange format such as JSON Expert knowledge and hands on experience with Mulesoft Anypoint Platform, Spring Boot Micro Services, Istio/Service Mesh, Spring Framework and Open API Specification/RAML Expert knowledge and hands on experience with Azure/AWS/GCP cloud platform architecture, Pivotal/Tanzu platform/Tanzu Kubernetes Grid or equivalent k8s managed runtime. Expert in implementing API security using OAuth, SAML, JWT and OpenID Connect etc. Advanced knowledge of Agile frameworks (e.g., SAFE) Expert problem solving, collaboration, critical thinking, team building, and presentation skills Expert skill in effectively communicating technical and non-technical issues and information clearly and concisely to all levels of management and staff Experience in translating complex business requirements into functional architecture solutions Experience in working with all levels of staff, management, stakeholders and vendors Expert verbal, interpersonal and written communication skills Advanced skill troubleshooting and resolving technical problems Demonstrated skill in identifying industry trends and define their potential use in Navy Federal applications Desired Qualifications: Integration experience with enterprise platforms Salesforce, Oracle HCM/PeopleSoft and CRM/Dynamics Certifications in Azure development/architecture, Mulesoft Anypoint, Java, Pivotal Cloud Foundry, Spring frameworks or similar. Experience with using Azure DevOps Advanced knowledge of banking/financial industry standards and practices Advanced knowledge of Navy Federal's functions, philosophy, operations and organizational objectives Bachelor's Degree in Information Technology, Computer Science or the equivalent combination of training, education, and experience Hours: Monday - Friday, 8:00AM - 4:30PM Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $81k-102k yearly est. 6d ago
  • Commercial Banker

    City National Bank of Florida 4.1company rating

    Tallahassee, FL job

    About the Role The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. What You'll Do: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at ************ or by email at **********************************.
    $65k-90k yearly est. 2d ago
  • Fraud Analyst (Temporary)

    Seacoast National Bank 4.9company rating

    Fort Lauderdale, FL job

    can be located at any Seacoast Bank office within the state of Florida. This is a temporary employment opportunity. Responsible for assisting with fraud and security related initiatives by providing support to the Bank's Fraud/Security Manager through identification, research, tracking, reporting, and resolution of fraud related issues. Maintain awareness of new and amended regulations and assesses their impact to the bank. Remain current on fraud related matters as they relate to bank operations, through ongoing training and development programs. Assist in the overall operations of the department and program oversight. ESSENTIAL DUTIES AND RESPONSIBILITIES: Investigate, review and analyze cases of fraud, examining data to ensure compliance with internal Policies and Procedures and external regulations, verifying information, and review paperwork for accuracy. Set up fraud files and enter into tracking system. Follow-up with management from responsible area for explanations and discussions for appropriate action, to include approving or denying claims and/or possible account closure. Assist in the review and decisioning of the various alert solutions to ensure proper steps are taken to mitigate losses. Provide follow-up with daily charge backs for counterfeits, kiting, forgeries and negative accounts to minimize existing and future losses. Work with management to identify incidents/trends and utilize fraud loss scenarios to develop and/or provided training for Bank staff. File criminal charges within the appropriate jurisdictions and take civil action through legal means. Attend court as necessary to represent bank. Provide reports and status updates on recovery and fraud investigations. Support reporting charged off checking accounts to Chex Systems based on SNB reporting guidelines and post recoveries. Investigate and resolve any disputes. Manage the daily E-Funds report to review previous days Chex Systems inquiries on new accounts for fraud alerts, identity manipulation and communicate with branches for follow-up. Provide direction and support to customers, non-customers and bank personnel with fraud claim and identity theft complaints or concerns. Investigate process and partner with the U.S. Secret Service on counterfeit cash received. Monitor suspected scams and notify branch personnel to mitigate loss. Identify and escalate potential loss prevention and/or compliance issues to Senior Management. Review Digital deposits, ATM alerts and Fraud alerts; place holds accordingly and escalate to minimize losses. Review and process charged off checking accounts for branches based on established guidelines and approvals. Assist branches by providing video/images and providing support with surveillance system requirements and requests including providing images to branch personnel and law enforcement regarding security related situations. Administer user rights for Campus building access system Raise Loss Prevention Awareness and be proactive, continually seeking best practices in all aspects of loss prevention. Assist Security Officer in investigating disturbances such as bank robberies, alarm calls, unlawful intrusion, and property damage. Coordinate activities with law enforcement and emergency response during alarms and ensure proper follow through including criminal prosecution when applicable. Keeps Security Officer informed of all incidents. Responsible for reviewing security related reports. Assist in the development of procedures to manage, prevent, and recover: charge backs, charged off checking accounts, debit card fraud, check fraud, forgeries, counterfeit, employee theft and identity theft. Adhere to Seacoast Bank's Code of Conduct. EDUCATION and/or EXPERIENCE: High School graduate plus 2 year degree; 4 year degree preferred. 3 to 5 years' experience in working in a bank or law enforcement environment preferred. Minimum of 2 years Loss Prevention experience. Experience of working in an environment requiring detail input and review. Requires a high level of general banking knowledge, including familiarity with branch and operations policy and procedures. Strong analytical, communications and decision-making skills. Thorough knowledge of applicable laws and regulations. Ability to read, analyze and interpret governmental regulations and regulatory guidance. Well organized with the ability to manage multiple tasks and priorities. Excellent written and verbal communication skills. Strong research skills. Ability to deal with problems involving several concrete variables in standardized situations. PC proficiency with Microsoft Office products including Word and Excel and knowledge of Database and Internet software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $44k-74k yearly est. 4d ago
  • Process Improvement Analyst II/III (Security)

    Navy Federal Credit Union 4.7company rating

    Pensacola, FL job

    Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Analyze, determine, coordinate, and implement continuous process improvements (CPI) to achieve end-to-end business optimization of complex business processes and systems. Research internal processes and capabilities to improve Return on Investment (ROI), enhance the effectiveness of the business and/or services and react effectively to business needs with considerable latitude for discretion. Provide guidance and advice to management on the most efficient use of resources to obtain positive and measurable results. Perform complex process improvement functions under minimal supervision. Lead complex/difficult tasks with advanced analysis and considerable impact, latitude, and scope. Responsibilities Utilize business process reengineering (BPR) techniques, model business processes, and conduct data analysis to examine end-to-end business processes to improve efficiency and operations Provide follow-up to monitor the progress of planned improvement implementation to assure timely action, support and achieved expected benefits Collaborate with functional areas to develop and maintain performance metrics, measurements, methods and targets Obtain and analyze quantitative and qualitative data of business processes to determine solutions and promote data driven decisions Research and evaluate opportunities related to process flow variance deficiencies Develop and implement processes and procedures to ensure correct recording of actual labor times Coordinate with related departments and functions to assure appropriate information flow and understanding of overall process improvement direction Analyze processes and workflows to understand value chain, input/output, to improve and/or automate business performance Leverage best practices gained through process improvement activities to other activities which would benefit from implementation Anticipate internal and/or external business challenges including regulatory; recommend process, product or service enhancements Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output Provide guidance and advice to management on the most effective and efficient use of resources to obtain measurable process improvements Ensure the implementation of new and enhanced processes Ensure business unit awareness of Navy Federal products, services, marketing, promotions, policies and procedures Identify and assess business strategies and opportunities; develop appropriate analytical approaches Full life-cycle project management Establish and lead project teams Develop project plan/scope/schedule/cost/communications Procure and/or manage resources/timelines/deadlines/quality Risk, Issue and Change management Ensure successful project implementation Ensure and/or collaborate with internal business partners to facilitate the design and acquisition of analytical tools required for the architectural design of technical internal solutions to monitor/assess the effectiveness of controls Monitor key performance indicators, determine gaps in performance metrics, and recommend/execute change management techniques for efficiency/quality improvements Perform other duties as assigned Qualifications Advanced knowledge of process mapping/modeling and business process reengineering Significant experience in leading teams in business process improvement initiatives Significant experience in the application of statistical methods, mathematical techniques, forecasting, cost-benefit analysis and related analytical tools Advanced knowledge of market trends, business strategies and technology and their interrelationships Significant experience in working effectively with diverse internal and external contacts Lean Six Sigma certification (L6-S) or the equivalent combination of training, education, and experience Certified Business Process Professional (CBPP) or the equivalent combination of training, education, and experience Certified Business Process Improvement/Reengineering Practitioner (CBPR) or the equivalent combination of training, education, and experience Advanced skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project implementation Advanced skill communicating with all levels within an organization Advanced skill exercising initiative and using good judgment to make sound decisions Advanced research, analytical, and problem solving skills Advanced skill in the analysis of technical issues in order to recommend, develop and/or implement strategies and achieve objectives Advanced analytical thinking skills to include summarizing information and clearly identifying key elements, patterns, results or relationships Advanced analytical/quantitative, reconciliation and deductive reasoning skills Advanced verbal and written communication skills Bachelor's Degree in Business Administration, Finance, or the equivalent combination of training, education, and experience Desired Qualification(s) Lean Six Sigma or the equivalent combination of training, education, and experience Hours: Monday - Friday, 8:00AM - 4:30PM Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    $55k-68k yearly est. 3d ago
  • Attorney - Intellectual Property

    Grayrobinson, P.A 4.5company rating

    Miami, FL job

    GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues. Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary. We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer. Please click here to submit your cover letter and resume and apply. #J-18808-Ljbffr
    $52k-95k yearly est. 1d ago
  • Advisor Development Program Client Associate

    Bank of America Corporation 4.7company rating

    Sarasota, FL job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Job Description: The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements We'll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Displays confidence working as a self-starter in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven growth mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) Proven ability to quickly build trust and credibility Proven ability to assess needs of and recommend appropriate solutions Proven ability to work both collaboratively on a team with key partners and independently Proven ability to listen and probe for clarity and understanding Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Strong follow-through skills Computer/technical literacy and proficiency in applications such as Microsoft Suite Desired Qualifications: Bachelor's degree and/or a minimum of one year of work experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously Job Responsibilities: Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Trade Operations Management Administrative Services Client Investments Management Emotional Intelligence Referral Identification Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 37.5
    $37k-47k yearly est. 2d ago

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