Investment Banker Jobs in Gibsonton, FL

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 165 years. Northwestern Mutual Greater Tampa Bay (NMGTB) is the local company that attracts, trains, and develops financial advisor talent for five district offices. Our mission is to empower our advisors and clients to reach their dreams. In a company with such a long and storied history, this is an exciting time to be a part of our firm. We are growing, and we want you to grow with us! Lamar Edwards is a dedicated professional who has been making a positive impact in the financial industry for over seven years. In his current role as the Growth and Development Director at Northwestern Mutual, Lamar brings his wealth of experience and expertise to guide and mentor a team of talented advisors. He is passionate about fostering a collaborative and supportive environment, where every team member has the opportunity to grow both personally and professionally. Lamar's leadership style is rooted in his belief in the power of teamwork, hard work, and a shared commitment to excellence! Northwestern Mutual enjoys premiere national recognition including: · Ranks 111 on the FORTUNE 500 list · One of the "World's Most Admired" life insurance companies (FORTUNE , 2020) · One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019) Position Overview We are actively seeking new Financial Representatives to join our growing practice in our Tampa Westshore office on Lamar Edward's Team. **No prior finance experience required, career changers welcome! As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future so they can live more and worry less. As a business owner with unlimited earning potential, you will experience the power of independence and flexibility - with the freedom to craft a workday around your life. Ideal candidates are entrepreneurially minded and values-driven leaders who believe in the value of financial planning and have a desire to make an exponential impact in the community. Through a holistic planning approach that integrates insurance and investments inside a comprehensive financial plan, Northwestern Mutual Financial Representatives help their clients navigate their financial lives through a wide range of financial planning services including: · Asset and Income Protection / Insurance Planning · Retirement Planning · Education Funding · Investment Advisory Services · Fee-Based Financial Planning · Business Planning · Estate Planning Financial Representatives at Northwestern Mutual enjoy continued support through our best-in-class Advisor Support Platform: · A nationally recognized Training and Development program with a well-defined leadership path that integrates education and experiential learning · Ongoing development, mentors, joint work, and product specialists · Comprehensive personal and business planning analysis tools · Insurance and investment operations team · Product sales support and client servicing · Aggregated client account software · Financial support for professional designations and certifications Preferred qualifications We are interested in candidates with a wide variety of work experience, including but not limited to: financial services, business development, career changers, hospitality, banking, sales, marketing, management, educators, athletes, logistics, communications, real estate, entrepreneurs, military veterans, lawyers, attorney, brokers, and community influencers. · Bachelor's degree from a four-year institution · An entrepreneurial spirit and desire to create an impact in the community · Strong interpersonal and networking skills · Self-starter and highly motivated · History of high achievement demonstrated by rapid growth and consistent, measurable results · Prior sales and/or business experience preferred Benefits · Medical, Dental and Vision Insurance · Two company-funded retirement plans · Group Life Insurance · Group Disability Income Insurance · Flexible Spending Account (FSA) · Sponsorship and training for licenses and professional designations · Leadership Opportunities · Sponsorship of licenses and other professional designations (including Florida 2-15 Life, Health, and Variable Annuity Agent License and FINRA licenses) Additional Details Location: 1511 N West Shore Blvd, Suite 800, Tampa, FL 33607

The Business Banker will develop and manage client accounts for the Business Banking Division, while ensuring that these client accounts meet established requirements and maximum profitability to the financial institution at a minimum risk. The companies prospected will be between 5-25 million in revenue, and loan sizes 500k-5 million. The role is C&I (Commercial and Industrial) focused, such as construction, plumbing, trade companies, consulting, owner occupied, professionals etc. You'll receive a small portfolio and have lending, deposit and fee goals. Responsibilities include but are not limited to: Represents the bank in conducting active prospect and customer business development activities designed to generate new loan, deposit and related business for the line of business, while meeting the Bank's existing and prospective business customer's needs. Manages relationships with business banking clients through service and support, such as overseeing maintenance of client accounts and ensuring client's needs are met. Establishes strong referral network and relationships with commercial real estate agents, brokers, CPA's, accountants, attorneys, and other Centers of Influence (COI's). Develops strong professional relationships with other Bank department associates, as well as supplemental business lines and vendors to cross sell and generate appropriate business product and service recommendations to help clients meet their goals and expand client relationships. Actively collaborates with other lines of business to ensure the clients specific needs are met. Provides quality customer service to existing customers and accounts through problem resolution and maintains consistent communications with clients through onsite visits and outbound calls. Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line. Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners. Participates in civic and community activities to promote the Bank's diverse products and services, maintains professional network relationships and strengthen community ties. Interviews loan applicants, analyzes financial and related data to establish credit worthiness; establishes and negotiates credit terms, and monitors customers' credit. Monitor outstanding loans and take necessary collection actions on past dues. Educates the borrower on business line process, structure, and set expectations. Analyzes, determines eligibility, originates, and structures loan requests. Submits complete documentation packages to the credit. Assists in the credit analysis and underwriting process as needed. Recommends approval of customer applications for commercial loans. Required Skills: Excellent interpersonal skills and written and verbal communication skills. Ability to calculate figures and amounts such as discounts, interest and percentages. Ability to work independently, manage multiple projects and meet deadlines. Ability to prioritize and organize assignments while working on multiple projects simultaneously. Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force. Required Experience: High School diploma or GED with a minimum of 3 years of related bank lending sales experience or a combination of sales/credit analysis experience. Bachelor's degree in Business, Accounting or Finance with a minimum of 3 years of bank lending sales experience and a minimum of 1 year of credit analysis experience is preferred.

Associate, Project Structuring and Investment The Company Plenary Americas is a leading specialized developer of, and equity investor in, long-term Public-Private Partnership (PPP) infrastructure projects. Since its inception in 2005, we have built a portfolio of 60 projects and more than USD $23.5 billion / CAD $30.3 billion in North American assets under management. We are determined in our approach to deliver first-class infrastructure, build the right delivery solutions for the projects we work on and inspire people with our vision for transformational spaces. Why work for Plenary? Recognized as a Great Place to Work in the US and Canada, we pride ourselves on our workplace culture. Our focus is on empowering our employees, driving results, building strong camaraderie, and celebrating our wins as a team. Our people and our workplace culture are our driving forces to bring infrastructure to life. Learn more about us by visiting *********************** The Role As an Associate in the Project Structuring and Investment (PSI) Group, you will be part of a team leading our pursuit of P3 projects across North America. Working closely with senior management, you will be responsible for helping to structure and deliver debt and equity financing solutions, assisting with negotiating commercial arrangements, managing technical delivery strategies, and supporting the entire PSI Group in its general business activities. The ideal candidate is a lateral thinker with the ability to identify solutions to complex problems and be interested in a career within the private equity environment. You must demonstrate strong attention to detail, time management, communication, ownership mentality, organization of data/information, self-initiative, work ethic, and integrity. Reporting to the Group Co-Head, Project Structuring and Investment, your primary responsibility will be to build and manage the financial model for P3 projects in the US and Canada and support the business in all activities including traditional and new P3 procurement processes, the development and implementation of new PSI business initiatives and general corporate initiatives. Responsibilities Financial modeling and analysis, including development and execution of detailed bank and capital markets funding solutions. Supporting finance workstream on pursuits including model auditor, lenders' technical advisor, lenders' insurance advisor and rating agencies. Review, understanding, and application of commercial structures for potential transactions. Assist bid lead in developing team's response to requests for qualifications and requests for proposals. Preparation of documents including research papers, executive reviews, investment summaries, ratings papers, client communications, presentations, project management plans, progress reports, bid forms and other bid deliverables. Internal communication and external communication with consortium partners, consultants and advisors. Support senior management in other PSI activities and corporate initiatives as required. Required Qualifications & Experience Minimum Bachelors degree preferably in Finance, Economics, Accounting, Mathematics or Engineering or equivalent combinations of education and experience will be considered. Minimum two (2) years' work experience in a structured transactional environment in investment banking, advisory, development, or accounting, together with a general understanding of project finance and related accounting and taxation principles. Prior experience in a P3 infrastructure development and investment environment will be highly regarded. Strong analytical skills with the ability to create, complete and manage complex Microsoft Excel financial models. Excellent organizational and coordination skills with the ability to effectively manage time, priorities, data, and multiple deliverables. Solid communication skills (both written and oral) with the ability to make and create bid submission documents, credit papers and contract reviews and explain them in a clear and concise manner. Ability to work independently with minimal direction, but also work cohesively in a small team environment. Ability to work in a fast-paced, iterative, entrepreneurial environment. Understanding of general business law with the ability to review and comprehend legal documents. Advanced Microsoft Excel skills and experience with other Microsoft Office tools. What we offer Competitive salary with annual bonus potential. Comprehensive benefits package including medical, dental and vision, and 401k/RRSP plan with employer contribution. Four weeks' vacation plus public holidays and other discretionary leave. Long-term development opportunities and ability to be part of an exciting and growing industry. Note: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest. We are committed to continuous improvement and a diverse and inclusive workplace for all. Plenary Americas is an Equal Employment Opportunity employer and employment decisions are based on merit and business needs only. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

Seeking interns for our Summer Internship Program, 2025. Seacoast Bank's Internship Program, in Florida, is designed for individuals to work within their selected teams, gaining hands-on experience working through daily tasks, as well as summer projects. Interns will have exposure to senior leadership within the bank and will be pulled together throughout the summer to fully immerse in Seacoast's culture. The internship will also include team building, volunteer activities, and executive meetings, with a summer-end presentation to gain public speaking experience with your leaders present. To be selected for this internship this ideal candidate must live in Tampa, Florida (already have residence). Strong preference will be given to college Juniors/Seniors. Selected interns will be within daily commuting distance to our office in Tampa, FL but also be willing to travel to Stuart, FL occasionally (our corporate location). The 2025 Summer Internship will begin on June 9th and complete on Friday, August 8th. It is 40 hours weekly, Mondays - Fridays onsite. We are seeking a Wealth Intern, for the team in Winter Park, FL. TOP REASONS TO WORK AT SEACOAST BANK: * 40 hours per week for 9 weeks. * Receive direct supervision from a designated mentor. * Participate in professional training offered to all employees. * Build resume and explore career options. * Shadowing, mentoring, and learning opportunities with accounting professionals. * Regular evaluations and feedback. * Inclusion in meetings and activities as appropriate. * Paid Internship. ESSENTIAL JOB FUNCTIONS: * Under close supervision, performs professional duties that provide the opportunity for related training in the assigned business unit. * Handle sensitive or confidential information with honesty and integrity. * Performs a variety of developmental assignments in assigned area under the direction of more senior-level staff. * Utilizes related platforms to aggregate and manage data related to project reports, progress summaries and statistical analysis as required. * Contributes individually or as part of a team to support the designated business unit. * Assists with problem solving to maintain operational excellence and platform stability. * Works towards goals and objectives and participates in special projects as defined and assigned by management. * Performs other related duties as required. * Adheres to Seacoast Bank's Code of Conduct.

JobID: 210611222 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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

What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs. This position is on-site. This position requires travel to branches as needed within the market. How You Will Make An Impact * Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships. * Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow. * Enjoy working in a team environment with frequent interactions with fellow teammates and customers. * Limited origination of simple consumer lending products such as personal loans and credit cards. * Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers. * Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard. * Cash handling and adherence to proper balancing procedures. * Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions. * Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate. * Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position. * Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives. Who You Are * Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred. * Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations. Education * High school diploma required; college coursework preferred. Experience * Previous banking or demonstrated sales experience in business, retail or other industries preferred. * 2 + years of cash handling experience in a banking or retail environment preferred. Characteristics * Regular and reliable attendance. * Works cooperatively with others. This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the requirements for registration. If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in Tampa, FL 33618. Bilingual Spanish Preferred.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

EXCITING NEWS! Our office is now seeking hardworking individuals who are ready to put in the work, with great attitudes, and a willingness to learn about financial services! What we provide: Training bonus Sponsored licenses Daily trainings Competitive commission structure. Opportunities for career advancement and professional development. Supportive and collaborative work environment. Join our team and take your sales career to the next level! If you're passionate about driving results and delivering exceptional customer service, we want to hear from you. Qualifications: MUST HAVE A CLEAN BACKGROUND 18 YEARS OR OLDER & MUST be living and authorized to work in the US MUST BE WILLING TO STUDY AND TAKE STATE EXAM FOR LICENSE This is a career opportunity where you are able to earn exactly equal to the amount of hard work and dedication you put in! We're looking for a results-driven sales representative to actively seek out and engage customer prospects. You will provide complete and appropriate solutions for every client. All of our team is home grown and starts as a sales person. We are always opening up more offices and need leaders, so this is chance to make high six-figure income without a degree. Just by sheer merit and willingness to learn and improve. Key Responsibilities: 1.Generate New Business: Proactively identify and pursue new business opportunities through networking, and other lead generation methods. 2. Build and Maintain Relationships: Cultivate strong relationships with prospective and existing clients to understand their needs and provide tailored solutions. 3. Product Knowledge: Develop a deep understanding of our products and services to effectively communicate their value proposition to clients. 4. Sales Presentations: Deliver persuasive sales presentations and demonstrations to potential clients, showcasing the benefits and features of our offerings. COMMISSION ONLY!

Summary/Objective: Sr. PFS Refund Representative assists in the operations of the Refund Department to ensure compliance and quality processing of credit balances. Essential Functions Monitoring the Refund Department staff to ensure accurate processing of credit balances. Trains and educates Refund staff to adhere to Standard Operating Procedures and provide accurate and timely refunds. Assists staff with in-depth research to ensure the accurate processing of accounts. Addresses staff concerns in relation to the processing of refunds. Processes all aspects necessary for the completion of compliance audits including research, charge corrections and processing of refunds. Analyzes escalated requests for patient and insurance refunds requiring in-depth research and processing of the refund. Assists with the processing of patient and insurance refund requests. Requirements Required Education and Experience: High School graduate with a minimum of 2 years' experience in a medical business office or a related field. Experience with the claim adjudication process for government and commercial insurance carriers. Basic medical terminology, CPT and ICD codes. Additional Eligibility Qualifications: Basic knowledge of Windows based computer applications. Be able to operate the following equipment: computer, copier, fax, and 10-key calculator. Accurate typing rate of 40 WPM. Aptitude to retain detailed information. Ability to be multi-tasked oriented, to prioritize and produce an acceptable volume of work. Knowledgeable concerning basic telephone etiquette. Has a good speaking voice, able to communicate ideas in a clear and concise manner. Must be able to conduct thorough interviews concerning financial matters in a relaxed and supportive manner. Ability to assess a situation and decide on the best course of action. Possesses good organizational skills. Professional appearance and manner.

Are you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact? As a Financial Advisor with Northwestern Mutual, you will build long-lasting client relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. We are actively seeking new Financial Advisors over the remainder of this year to join our rapidly growing Sarasota-Manatee office in Sarasota, FL. Strong applicants will have exceptional interpersonal skills and a history of personal/professional success with a strong desire for additional growth. Through a distinctive, whole-picture planning approach, Northwestern Mutual Financial Advisors/Financial Representatives combine their expertise with a personalized digital experience to help their clients navigate their financial lives every day through a wide range of financial planning services including: Retirement Planning Insurance Planning Investment Advisory Services Education Funding Business Planning Estate Planning Fee-Based Financial Planning A list of our products and services is provided at *************************** We welcome you to learn more about this exciting career path at ************************************************************ Our advisor support services help you to focus on your clients and enhance the productivity of your practice by providing: Formal training and ongoing development via mentors and product specialists Comprehensive personal and business planning analysis tools Insurance and investment operations team Product sales support and client servicing Aggregated client account software Preferred qualifications include, but are not limited to: Bachelor's degree Strong interpersonal, networking, and prospecting skills Self-starter and highly motivated History of high achievement demonstrated by rapid growth and consistent, measurable results Track record of peer outperformance in client-facing roles Ability to develop lasting, meaningful relationships as well as influence others Prior sales and/or business experience, preferred We welcome career changers. Let us help you translate your skill set into a meaningful career with us. Background aspects that translate naturally include: Financial management, insurance, and financial services Executive leadership Community influencers Former college and professional athletes Military background Career Benefits: Uncapped income potential Comprehensive medical coverage, as well as dental and vision Two company-funded retirement plans Sponsorship and training for licenses and professional designations (Florida Life, Health, & Annuities (2-15), SIE, Series 6, Series 66/63) Group life and disability income insurance Leadership Opportunities Job Type: Full-time Ability to commute/relocate: Sarasota, FL 34232: Reliably commute or planning to relocate before starting work (Required) License/Certification: Driver's License (Required) Work Location: In person; all incoming employees hired for this office are required to be in the office at our Sarasota-Manatee location during the first year while undergoing training and licensing Job Type: Full-time Benefits: Dental Insurance Flexible schedule Health insurance Life insurance Retirement plan Vision insurance Physical setting: Office Schedule: Monday to Friday

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

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

Full-time Description Essential Functions Greets patients waiting for an appointment. Screens log to determine priority. Evaluates patient's inquiry to assess opportunities of request and how situation should be handled. Accesses information through use of billing system and interprets information. Advises patients of their financial responsibilities. Requests payment upon resolution of inquiry. Refers complex problems to appropriate individuals/areas. Documents patient inquiry and action taken in notes. Requirements Required Education and Experience: High school graduate with a minimum of two years experience part of which has been in a collection function. Ability to assess complex situations where multiple options are available and decide upon the best course of action. Has a good speaking voice and is able to communicate in a clear and concise manner. Able to conduct thorough interviews concerning financial matters in a relaxed and supportive manner. Ability to use CRT including data retrieval. Good public relation skills including effective handling of hostile behaviors. Possesses knowledge of basic telephone etiquette. Able to demonstrate the ability for creative or resourceful problem-solving. Is able to compose routine written business correspondence. Additional Eligibility Qualifications: Ability to use CRT including data retrieval. Good public relation skills including effective handling of hostile behaviors. Possesses knowledge of basic telephone etiquette. Able to demonstrate the ability for creative or resourceful problem-solving. Is able to compose routine written business correspondence.

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. You will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Sarasota Florida at the University branch.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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

Full-time Description Essential Functions Greets patients waiting for an appointment. Screens log to determine priority. Evaluates patient's inquiry to assess opportunities of request and how situation should be handled. Accesses information through use of billing system and interprets information. Advises patients of their financial responsibilities. Requests payment upon resolution of inquiry. Refers complex problems to appropriate individuals/areas. Documents patient inquiry and action taken in notes. Requirements Required Education and Experience: High school graduate with a minimum of two years experience part of which has been in a collection function. Ability to assess complex situations where multiple options are available and decide upon the best course of action. Has a good speaking voice and is able to communicate in a clear and concise manner. Able to conduct thorough interviews concerning financial matters in a relaxed and supportive manner. Ability to use CRT including data retrieval. Good public relation skills including effective handling of hostile behaviors. Possesses knowledge of basic telephone etiquette. Able to demonstrate the ability for creative or resourceful problem-solving. Is able to compose routine written business correspondence. Additional Eligibility Qualifications: Ability to use CRT including data retrieval. Good public relation skills including effective handling of hostile behaviors. Possesses knowledge of basic telephone etiquette. Able to demonstrate the ability for creative or resourceful problem-solving. Is able to compose routine written business correspondence. 2997333-D

OverviewBanker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. You will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Spring Hill Florida at the Forest Oaks branch.Job Description Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.