Investment Banker Jobs in Pine Castle, FL

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

We are seeking an experienced Investment Banking Senior Analyst to join our growing organization for an immediate start. This is a remote position based in North America. You will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments. Qualifications: Bachelor's degree in Business, Economics, or Finance with a 3.5 GPA or above. At least two years of experience in investment banking, management consulting, or Big 4 transaction services. (Must have already completed your degree and graduated.) Previous M&A or past internship experience Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses and perform valuation analyses People and project management skills appropriate to the level Good financial modeling experience in Excel, basic or better PowerPoint skills Self-driven, detail-oriented, ability to produce large amounts of high-quality work products in a short period of time Passion for finance, investment banking, and e-commerce

Responsibilities What will you contribute? Reporting to the Director, Functional Implementation, the Front Office Expert Consultant, Fusion Invest, is responsible for data analysis and mapping, system configuration, implementation, consultative training and/or reinforcement of training, and implementation support of software applications for new and existing clients. Follow project standards within established timeframes and at defined quality levels, and ensure projects are completed according to schedule and client specifications. This position is client-facing and requires travel to the client site as the project warrants. Work performed is typically moderately complex. Responsibilities & Deliverables: Your deliverables as a Front Office Expert Consultant, Fusion Invest, will include, but are not limited to, the following: * Interact with client, consultatively, to determine project requirements and needs analysis. * Establish and/or assist client with configuring system parameters and controls based on client's business practices and processes; recommend best practices; review setup with clients and gain client acceptance. * Conduct data analysis and mapping activities for assigned applications if applicable. Analyze source data files and map data to target application for use by technical resources to develop programs. * Provide on-site or remote support during client conversions as applicable. * Establish and/or assist client with establishing system parameters and controls based on client's business practices and processes, recommend best practices, review setup with clients, and gain client acceptance. * Conduct data mapping activities for assigned applications if applicable. Analyze source data files and map data to target application for use by technical resources to develop programs. * Test and troubleshoot system configuration and functionality. * Validate new system input, output, and connectivity. Identify, research, and assist in resolving any issues with technical resources. * Facilitate converted database validation work sessions with clients as applicable. * Assess and report risks during project and participate in the development and implementation of mitigation plans. * Communicate project scope, status, and risks to all stakeholders. * Record accurate and timely accounting of time spent on project-related activities. * Follow established project, departmental, and company procedures and quality standards. * Follow established project management standards. Provide activities related to the management of assigned implementation projects to bring the project to a timely close and transition the client appropriately. * Complete post-implementation tasks in a timely manner. * Update internal documentation as applicable. * Provide subject matter expertise to internal staff including, but not limited to, sales, development, support, training, and professional services as needed. * Participate in the development of implementation or training content. Conduct software training and/or reinforce prior training to both external clients and internal staff. * Maintain, enhance, and broaden knowledge and skills of software applications and industry practices. Required Experience: * Minimum of 7 years of experience in relevant area of expertise, preferably for a financial institution or an industry software company. * Client-facing service experience is required. * Software implementation, support, or training experience strongly preferred. * Experience with project management disciplines preferred. * Experience with Finastra products a plus.

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. The Investment Consultants are key members of Investment and Fiduciary Consulting client relationship management and consulting teams. Investment Consultants support investors through all phases of the investment process. Investment Consultants typically participate as members of the Investment and Fiduciary Consulting Investment Committee, which informs Investment and Fiduciary Consulting investment recommendations, analytical and due-diligence processes. Consultants work with Investment and Fiduciary Consulting team members and other areas of the company to deliver investment consulting services to institutional clients. Investment and Fiduciary Consulting provides governance and investment support to qualified and non-qualified plan sponsors. **Section 2: Job Functions, Essential Duties and Responsibilities** + Proactively advise corporate plan sponsors on plan investment structure, asset allocation and investment manager selection in support of their retirement plans + Develop investment policy statements and the delivery of quarterly investment reviews + Formulate target return and risk-based portfolios using internal capital market assumptions and asset allocation tools + Develop hedging strategies for the purposes of asset-liability management + Develop client meeting materials with appropriate focus and attention to detail. + Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. + Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. **Travel** + Senior Investment Consultants historically have had moderate-to-high travel schedules during a six-to-eight week period each quarter. Travel, however, greatly decreased over the past four years as most meetings are conducted virtually. NGC travel is determined by the clients that are supported. **Section 3: Experience, Skills, Knowledge Requirements** + Bachelor's degree in finance or economics from an accredited university and/or hold the CFA designation; A master's degree is a plus + Ten-plus years of experience working in a related position focusing on providing investment advice and services to retirement plan clients + Excellent written and oral communication skills, as interaction with clients, the team and other areas of the firm is critical to success + Ideal candidates will be able to work in a fast-paced, demanding environment and will be a "self-starter" working continuously under tight deadlines + Securities licenses or agreement to pursue (FINRA Series 6 or 7, 66, etc.) + Work effectively in a team environment + Excellent writing and verbal communication skills + Strong critical thinking skills, project management skills and problem solving skills, + Strong MS Office skills including MS Excel and PowerPoint + Experience with Adobe Acrobat For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer _Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************_ _******************_ _email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website._ Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

JobID: 210605603 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: **************************************************************************

Responsibilities include but not limited to: * Learn about Salesforce/nCino. * Assist with loan portfolio management. * Assist and observe the commercial lending underwriting process. * Observe loan discussions and attend sales meetings. * Training on all deposit products offered by bank. * Learn about our treasury management process. * Assist Retail and Lending with analysis of new market. * Assist in identifying opportunities for sales in new market. Required Skills: * Excellent verbal and written communications skills. * Proficiency in Microsoft Office product suite. * Detail oriented and organized. * Ability to work independently or in a team setting. Problem solving skills. * Displays a high level of confidentiality. Required Experience: * High school diploma or GED. * Enrollment in a 2 or 4-year degree program. * Enrollment in a 4-year college or university with a concentration in Economics, Finance or Business preferred.

Private Banker DEPARTMENT: Wealth Management CLASSIFICATION: Exempt REPORTING RELATIONSHIP Director of Wealth Management POSITIONS SUPERVISED: None Private Bankers are responsible for attracting wealthy, affluent and professional customers to Citizens Bank & Trust. They also work to bring in new customers who are considered "centers of influence" in the community. The bankers often meet their clients outside of the bank at a time and place convenient to the clients, and strive to give exemplary service in their market segment. Private Bankers often coordinate guidance of their clients' financial affairs with other trusted advisors, such as attorneys, accountants and insurance agents. In addition, they are often the primary contact in the relationship that their clients have with other Citizens Bank & Trust team members (commercial lenders, trust advisors, etc.). Therefore, the private bankers are continually reaching out to centers of influence within the community and within our own company, so that the bankers will be well-known and highly regarded by other advising professionals. Private Bankers have production goals for new business into the bank, including deposits, loans, and investment management services. ESSENTIAL DUTIES & RESPONSIBILITIES * Outside calling efforts on wealthy, affluent and professional customer prospects * Coordinate the client's entire banking and investment relationship with other bank associates * Gather all documentation needed to process loan applications, and open deposit and investment accounts * Discuss and analyze various loan strategies, and take loan applications * Recognize investment, financial planning and estate planning opportunities for referral to other bank associates * Attend community events, sometimes after hours, to develop connectivity with key centers of influence and potential new clients * Work with all other lines of business in the bank, to meet the needs of your customer OTHER SKILLS/QUALIFICATIONS * Knowledge of Microsoft Outlook, Word and Excel * Be familiar with federal bank regulations, as well as compliance requirements as it pertains to investment management * Thorough knowledge of lending and deposit policies and procedures, including strong lending knowledge * Strong knowledge of personal finance management, especially as it pertains to wealthy individuals * Excellent customer service skills * Requires the ability to multi-task and make sound decisions quickly * Good phone etiquette, as well as good overall business and social etiquette EDUCATION &/OR EXPERIENCE * High school diploma or GED (General Education Degree) required * Bachelor's degree in Finance or Accounting preferred * Extensive banking experience required * Investment Advisory (Series 7 license) or Trust Department experience preferred * General knowledge of the marketable securities industry * Business development experience required * Community involvement preferred QUALIFICATIONS * Excellent verbal and written communication skills * Basic computer skills * Must be well organized, accurate, and attentive to detail * Demonstrates excellent customer service consistently * Must be able to deal with stressful situation * Must be able to multi-task * Must have the ability to call upon wealthy and affluent customers and prospects, and discuss strategies involving investment management, loans and depository services * Position may require the ability to work before or after normal business hours to attend various employee meetings, training sessions, and community events supported by the bank PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to stand and walk, and their hands to type on a computer, carry documents, and have ability to talk clearly and hear conversations which may take place in noisy locations, such as restaurants or other social settings. The employee is frequently required to walk and reach with hands and arms. This employee is also required to sit at a personal computer for extended periods of time. He/she is occasionally required to climb or balance, stoop, kneel, crouch or crawl. The employee must also be able to lift and move up to 25 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WORK ENVIRONMENT 40 hours per week; may need to work overtime when duties require doing so. Will be required to work in the Saturday schedule rotation; and may be required to attend business and social events after normal work hours. Must be accustomed to professional, business office environment in manner and dress. Must demonstrate excellent human relations skills with customers and bank associates. COMPLIANCE WITH REGULATORY REQUIREMENTS Each associate is responsible for compliance with all applicable regulatory requirements affecting the banking industry as well as applicable programs, policies and procedures. When an associate has supervisory responsibilities, he or she will make certain that their staff understands their responsibilities to comply with applicable regulatory issues and internal programs, policies and procedures. If employee holds professional certifications which are a requirement of their job, they will maintain all certifications and license, including continuing education, testing requirements, etc.

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

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 Orlando, FL 32832. 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.

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.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 726 E Highway 50 CLERMONT, FL 34711-3166 @RWF22 Posting End Date: 4 May 2025 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. The Investment Consultants are key members of Investment and Fiduciary Consulting client relationship management and consulting teams. Investment Consultants support investors through all phases of the investment process. Investment Consultants typically participate as members of the Investment and Fiduciary Consulting Investment Committee, which informs Investment and Fiduciary Consulting investment recommendations, analytical and due-diligence processes. Consultants work with Investment and Fiduciary Consulting team members and other areas of the company to deliver investment consulting services to institutional clients. Investment and Fiduciary Consulting provides governance and investment support to qualified and non-qualified plan sponsors. Section 2: Job Functions, Essential Duties and Responsibilities * Proactively advise corporate plan sponsors on plan investment structure, asset allocation and investment manager selection in support of their retirement plans * Develop investment policy statements and the delivery of quarterly investment reviews * Formulate target return and risk-based portfolios using internal capital market assumptions and asset allocation tools * Develop hedging strategies for the purposes of asset-liability management * Develop client meeting materials with appropriate focus and attention to detail. * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Travel * Senior Investment Consultants historically have had moderate-to-high travel schedules during a six-to-eight week period each quarter. Travel, however, greatly decreased over the past four years as most meetings are conducted virtually. NGC travel is determined by the clients that are supported. Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in finance or economics from an accredited university and/or hold the CFA designation; A master's degree is a plus * Ten-plus years of experience working in a related position focusing on providing investment advice and services to retirement plan clients * Excellent written and oral communication skills, as interaction with clients, the team and other areas of the firm is critical to success * Ideal candidates will be able to work in a fast-paced, demanding environment and will be a "self-starter" working continuously under tight deadlines * Securities licenses or agreement to pursue (FINRA Series 6 or 7, 66, etc.) * Work effectively in a team environment * Excellent writing and verbal communication skills * Strong critical thinking skills, project management skills and problem solving skills, * Strong MS Office skills including MS Excel and PowerPoint * Experience with Adobe Acrobat For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

JobID: 210613835 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: **************************************************************************

We are seeking an experienced Investment Banking Associate to join our growing organization for an immediate start. This is a remote position based in North America. You will be working with internet, software, and disruptive consumer companies to execute mergers, acquisitions, and financing assignments. Qualifications: Bachelor's degree in Business, Economics, or Finance with a 3.5 GPA or above. At least four years of experience in investment banking, management consulting, or Big 4 transaction services. (Must have already completed your degree and graduated.) Previous M&A or past internship experience Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses and perform valuation analyses People and project management skills appropriate to the level Good financial modeling experience in Excel, basic or better PowerPoint skills Self-driven, detail-oriented, ability to produce large amounts of high-quality work products in a short period of time Passion for finance, investment banking, and e-commerce

Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Dealer Commercial Services Banker III, you will be the primary contact for our automotive commercial clients. This is a work from home role (with 20-80% of time spent in the field depending on pipeline and client needs) that can be based in or around the Central and North Florida market. This position has high internal and external visibility, reporting to the Region Sales Director, and collaborating with Dealer Relationship Managers to help drive indirect business from our commercial clients with an emphasis on our Private Label dealers (Subaru, Jaguar Land Rover, Maserati & Aston Martin. The role comprises both portfolio management and business development responsibilities. You are seen as a trusted advisor to both your existing and prospective clients in the region. Job responsibilities Drive the business' efforts to increase penetration of capital light products; deposit, treasury, merchant services and commercial card with current and prospective clients. Partner with Private Label Captive Finance partners to increase market share of floor planned dealers for Subaru, Jaguar Land Rover, Maserati & Aston Martin. Build an actionable pipeline of new prospects; including strong knowledge of and use of Salesforce. Lead deal team discussions, presenting opportunities to Credit Executives, structuring deals in collaboration with underwriting partners in accordance with risk guidelines and prudent commercial lending principals As a senior member of the region sales team, the ideal candidate is a champion that supports the inclusive and diverse culture that we embrace and is viewed as a peer-leader to the sales organization Ensure adherence to all Know your Customer & Anti Money Laundering requirements controls on all existing and prospective relationships. Partner with Bank colleagues in Business Banking, Middle Market, Wealth Management, and Consumer Banking to both identify new loan opportunities as well as to serve client needs outside of dealership operations. Required qualifications, capabilities, and skills Minimum of 5 years of commercial lending and credit support related experience Significant experience and knowledge with Bank products, including deposit accounts, treasury management, merchant services solutions, and commercial card. Advanced lending experience to commercial automotive dealerships including floorplan, real estate, and acquisition financing. Ability to review, deliver and negotiate complex contracts and agreements. Strong problem solving, verbal, and written communication skills Extensive knowledge of treasury products and services Prior territory management experience calling on auto dealers or business clients in an assigned geography Travel 20-80% to visit existing clients and to prospect new relationships. Preferred qualifications, capabilities, and skills Bachelor's degree or equivalent experience, MBA or similar welcomed Auto dealership experience

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.

About the Organization: Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991. “We are a bank created specifically to fill the needs of our community and to conscientiously and joyously serve our Villagers residents in every possible way.” -Founder Harold Schwartz. Since that time, the vision of the Bank has expanded to build upon our purpose of serving the Villages in every way while sharing our exceptional service and lasting relationships with the people and businesses throughout Lake, Sumter, Marion and Citrus counties. Citizens First Bank: A Five Star Bank where hospitality meets finance. About the Position: Citizens First Bank is thrilled to announce the opening of our brand new branch in Eastport, and we're seeking passionate and talented individuals to help us build something special from the ground up! We are currently hiring a Personal Banker for our Eastport location! Personal Bankers are frontline employees responsible for daily interactions with customers, both internal and external. Personal Banker duties include opening and servicing personal and business accounts, providing tailored banking solutions, identifying opportunities to enhance customer relationships through referrals, ensuring compliance with all training and banking regulations, and assisting with teller duties as required. What you'll do as a Personal Banker: Build Relationships: Connect with customers on a personal level, understanding their unique needs and aspirations. Provide Expert Advice: Offer tailored financial solutions, from checking accounts to loans, to help customers achieve their dreams. Drive Growth: Actively promote our products and services, contributing to the overall success of our branch. Embrace Innovation: Stay up to date with the latest banking technologies and trends to deliver seamless customer experiences. For more information, please see the attached job description. Personal Banker Requirements: Minimum: High school diploma or equivalent required, one year in a customer service/retail environment and one to two years as a Teller. Must be able to complete ICBA's Universal Banker Certificate Program within first year of hire. Must be detail oriented, have good general math skills, letter composition and typing skills. Must be proficient in using Microsoft Office (Outlook, Word, Excel) and skilled in using a 10-key calculator. Must be able to withstand varying degrees of stress and must be able to attend work regularly and on time and perform position requirements with little supervision. Must have the ability to meet and greet internal and external customers in a professional, positive manner, ability to communicate effectively, ability to be flexible by being able to adjust adeptly to changing priorities, ability to function as a member of a team including participating in branch activities and displaying positive behavior. Preferred: Previous two years of experience as a Customer Service Representative and two years of experience as a Teller or in a combined role in a banking or related environment. Completed ICBA's Universal Personal Banker Benefits: Citizen's First Bank offers an exceptional benefits package for full-time employees including medical dental, vision, short and long-term disability insurance options, 401K which matches the first 5% of contributions and generous vacation allowance. All employees enjoy an annual calendar recognizing ten federal holidays which may be paid, a high-end hospitality environment with a strong promote-from- within culture, and the satisfaction that comes from serving the community and relationship building. Dream maker discount program applicable at various local businesses. * *Category I employer for eligibility placement into The Villages Charter School. ** Citizens First Bank is committed to provide equal employment opportunity to all persons regardless of race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, marital status, protected veteran status or disability. In addition to federal law requirements, Citizens First Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Bank has facilities. Citizens First Bank is proud to be a drug, alcohol, and weapons free workplace.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 2271 N Citrus Blvd Leesburg, FL 34748 @RWF22 Posting End Date: 14 Apr 2025 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.