Job Description
Justice Federal Credit Union has been designated as a Best Credit Union to Work For by American Banker, for
four
years in a row, and is now among the Best Places to Work for Women in 2025!
We are seeking Member-driven, detail-oriented candidates, with cash handling and lending experience for the position of Financial Services Representative in our Miami, FL branch. This onsite role is responsible for providing professional, courteous, accurate and efficient service to all Members through all communication channels of the credit union.
Key Job Functions:
The ability to think analytically, and act in the best interests of the Member.
Fulfills the financial needs of Members through education and cross-selling appropriate products and services.
Performs teller duties and provides back-up support to the Lending Department in processing loan applications.
Staying organized in a fast-paced environment with effective written and verbal communication skills is required as this position will engage with vendors, Members, and employees at all levels of the credit union.
Required Skills and Experience:
Minimum of one month of similar or related experience. Prior experience in a banking or credit union environment is strongly preferred.
A high school education or GED.
Must be able to push, pull, or lift up to 50 lbs., as needed, and requires extended periods of sitting and/or standing and to be able to use PC, copier, scanner, fax, etc.
Must be able to obtain and maintain multiple security clearances and an in-depth background investigation to access various branches.
Employee Benefits Include:
Voluntary Life Insurance
Flexible Spending Accounts
12 Paid Holidays (includes Birthday)
Generous Paid Time Off Policy (PTO)
Medical (with HRA) / Dental / Vision Insurance
Corporate Bonus (based on organizational goals)
Retirement Savings Plans with 6% Employer Match (fully vested on day one)
Company-Paid Benefits Including Basic Life Insurance, Disability Insurance, and Financial Wellness
And more!
Justice Federal does not provide Visa sponsorship to employees or candidates.
Compensation ranges are based on market data that enables Justice Federal Credit Union to remain competitive with other credit unions of similar asset size.
Employment offers are extended within the compensation range of the position; and are commensurate with candidate experience, knowledge, and geographic location.
Disclaimer: Justice Federal reserves the right to fill this role at a higher/lower grade level based on candidate experience and/or business need.
Equal Opportunity/Affirmative Action employer. This company considers candidates regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.
Monday - Friday, approx. 8:00 am - 4:30 pm. Please speak with the manager about specific hours.
40 hours per week
$26k-29k yearly est. 25d ago
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Data Analyst
Navy Federal Credit Union 4.7
Pensacola, FL job
Design, develop, and optimize data pipelines and systems for efficient data collection, integration, and storage. Interpret data to generate insights and implement reliable data processing workflows that ensure data quality and system stability. Apply data governance practices across ETL pipelines, metadata management, security, and lineage tracking. Develop understanding of business objectives to align data solutions and address increasingly complex data challenges while building proficiency in standard procedures and techniques.
Responsibilities
Develop and maintain data pipelines and workflows using Data Factory and SQL Server Integration Services.
Format data from APIs into SQL servers.
Collaborate with stakeholders to gather data requirements and ensure alignment with business needs and objectives.
Design and build data pipelines for data collection, connection, and storage.
Develop and enforce data engineering policies and best practices to ensure data integrity.
Proficient in querying MongoDB and integrating data across database systems for efficient data retrieval and processing.
Ensure data quality and performance at scale.
Ensure high performance and scalability of data systems and processes.
Help with the collection, connection, and storage of data.
Optimize existing data workflows and ensure system reliability.
Collaborate with team members and participate in team projects and initiatives.
Qualifications
Bachelor's degree in Computer Science, Engineering, Information Systems, or a related field.
3-5 years of experience in data engineering and governance.
Advanced knowledge of SQL language.
Advanced understanding of API frameworks and JSON transformations.
Understanding of various data warehousing architectures (Mongo, Azure, SQL, etc.).
Basic understanding of business and operating environment.
Basic knowledge of programming languages (Mongo, Python, PowerShell, R, SQL, C#).
Experience with data management, processing and analytic tools (Databricks).
Experience with data integration and processing tools.
Basic problem-solving skills.
Basic communication and collaboration skills.
Working experience with data warehousing solutions, ETL tools, and data system design.
Basic knowledge of data engineering principles, technologies, and architecture.
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, Virginia 22180 | 5550 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$53k-69k yearly est. 2d ago
Business Systems Analyst III
Navy Federal Credit Union 4.7
Pensacola, FL job
Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Navy Federal is seeking a highly skilled and experienced Business System Analyst III / Product/ Experience Owner to join our dynamic team. In this role, you will operate as a key partner within or supporting the Agile Release Train (ART), contributing directly to product strategy, roadmap execution, and continuous delivery of value for our Commercial Lending technology platforms. You will work closely with Product Owners, Release Train Engineers, business stakeholders, and technical teams to ensure business needs are clearly understood, documented, prioritized, and translated into business and technical user stories/use cases.
This role blends systems expertise with product-oriented thinking, advancing platform capabilities, and driving outcomes that enhance our commercial lending and business membership experience. You will play a crucial role in translating business objectives into actionable technical solutions, ensuring that our systems effectively support and elevate our business operations.
Responsibilities
Support product vision and longterm roadmap development by identifying business needs, capability gaps, and enhancement opportunities.
Partner with business product managers and technical resources to refine features, maintain a healthy backlog, and ensure alignment with ART and organizational priorities.
Use elicitation and storytelling techniques to understand desired functional requirements from business leaders.
Develop and/or identify use-cases (user-stories) to support technical work aligned to desired business outcomes.
Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output.
Conduct and/or facilitate user acceptance testing to include developing and executing test cases, communication with project teams, validating and documenting results.
Execute a wide range of analysis [e.g. gap, root cause, cost savings, time savings (efficiency gains)] and others essential to support business and technical objectives.
Collaborate with internal teams to plan, coordinate and execute product changes, updates and releases within time and resource constraints.
Develop artifacts and/or deliverables to help facilitate common understanding of technically complex subjects.
Develop high-level epics and/or features to identify key objectives aligned with desired business outcomes.
Lead the development and refinement of features into product backlog items within Azure Dev Ops.
Collaborate with project leaders to schedule and lead assigned tasks to support project progress.
Communicate regularly with leaders on professional responsibilities, tasks, blockers, and risks.
Provide formal/informal training maximizing opportunities for technical skill set development.
Research emerging technologies and recommend solutions that align with business goals.
Proactively identify gaps and corresponding solutions within team processes.
Produce artifacts and/or deliverables as required to support project progress.
Identify key metrics or data to support business and/or technical objectives.
Demonstrate critical thinking and problem-solving abilities.
Perform other duties as assigned.
Qualifications
Highly experienced as a Product /Experience Owner, operating within or supporting an Agile Release Train (ART).
Highly experienced as a systems or business analysts' role, preferably within a financial institution.
Experience in Azure Dev Ops (ADO) or similar platforms for documenting and communicating project responsibilities, assigning tasks, and managing backlogs.
Experience in developing dashboards, queries and additional platform functionality to optimize workflow and reporting on platforms such as Jira, ADO or Power BI.
Strong understanding of commercial lending processes (origination, servicing, compliance) at a financial institution.
Experience in participating and/or leading agile ceremonies and additional project meetings to drive progress.
Bachelor's Degree in a related field, or the equivalent combination of training, education and experience.
Experience in Independently leading large projects/initiatives with minimal leadership oversight.
Experience with Agile methodologies (Scrum, SAFe) and project management tools.
Experience in leading, guiding and coaching professional staff.
Experience with M365 environment and associated products.
Hours: Monday - Friday, 8:00AM - 4:30PM EST
Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive Pensacola, FL 32526 | 141 Security Drive Winchester, VA 22602 | 9999 Willow Creek Road San Diego, CA 92131
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$62k-84k yearly est. 4d ago
Equity Processor II
Navy Federal Credit Union 4.7
Pensacola, FL job
To process equity loans and ensure compliance in accordance with applicable federal/state laws, as well as Navy Federal's policies, procedures, NCUA and Federal Home Loan Bank guidelines and regulations. To provide information to members regarding equity loan requirements, products and related services. Process equity loan applications according to established guidelines and requirements. Coordinate final loan application changes, revisions and corrections with other equity staff, closing agents and settlement attorneys to ensure accurate and efficient processing of equity loans. Record, track and monitor documentation issues and productivity. Perform moderately complex/varied tasks with moderate scope and analysis.
Responsibilities
Act in the capacity of a Loan Officer on applications status and communicate with member regarding outstanding documentation issues
Analyze, research and resolve problems and discrepancies related to member accounts/loans
Analyze/evaluate status of title, determine exceptions for acceptability and take corrective action or obtain additional documentation if required
Communicate outstanding documentation requirements and set appropriate deadlines for submission
Coordinate schedule of settlement with member and settlement agent/notary public
Counsel current and prospective members about Navy Federal's products and services
Examine preliminary title work, status reports , hazard and flood insurance policies to determine if property condition/insurance is within acceptable levels
Identify circumstances in which additional documentation may be required - Moderately complex/Varied
Prepare loan disclosures required by Federal/state laws (e.g. Good Faith Estimate, Truth-In-Lending)
Process equity applications according to established laws, requirements and guidelines
Relay loan status to member and other member approved parties (e.g. real estate agent, settlement agent)
Review approved equity loans for completeness, accuracy and additional information required to close loan
Verify "intent to proceed" by member prior to collecting required fees, requesting appraisal and ordering title work
Enter applications into online application system
Prepare/submit final applications and member appeals for decision
Resolve escalated member issues and problems
Respond to inquiries and resolve any issues concerning the processing of applications
Submit applications for decision according to applicable terms and conditions
Perform other duties as assigned
Qualifications
Experience in managing multiple priorities independently and/or in a team environment to achieve goals
Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations
Working knowledge of Navy Federal mortgage and equity applications, products and services
Effective organizational, planning and time management skills
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill following, interpreting and applying relevant data/instructions to guidelines, procedures, practices and regulations
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Effective skill performing mathematical calculations and working accurately with numbers
Effective verbal and written communication skills
Effective word processing and spreadsheet software skills
Hours: Available Monday - Friday, 8:00AM - 4:30PM
Location: 5510 Heritage Oaks Drive, Pensacola, FL 32526
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$26k-33k yearly est. 4d ago
Employee Relations Specialist III
Navy Federal Credit Union 4.7
Pensacola, FL job
To provide guidance to management and employees on performance concerns, conflict resolution, organizational changes, HR policies and procedures, employment/labor laws, EEO, and adverse employment actions to promote a fair and equitable work environment. Assess and address employee engagement, manager education, employee and manager counseling, performance improvement efforts, investigations, policy interpretation and resolution of employee grievances/charges.
Responsibilities
Evaluate employee inquiries and problems to determine best course of action; provide advice and guidance
Lead thorough and timely workplace investigations and make recommendations on appropriate course of action including formal levels of disciplinary action (e.g., reprimand, suspension, reassignment/reduction or termination) to minimize legal risk
Create chronological history of relevant issues; ensure the accuracy of the content and that the document is legally defensible/sound
Resolve issues involving discipline, performance, employee concerns, attendance, personnel actions, and employment policies/procedures and laws (e.g., EEO, AAP, FMLA, ADEA, ADA)
Apply knowledge of theories, principles, and practices of human resource management; research and evaluate employment practices and make recommendations
Analyze exit survey, turnover and other employee data to produce metrics outlining the current state and provide recommendations to internal customers
Maintain working knowledge of regulatory requirements and practices including changes and new legislation
Research Navy Federal policies, procedures and past practices to ensure consistency in all adverse employment actions
Review performance appraisals as needed; evaluate the content of the appraisal to ensure fairness, consistency, accuracy and legal compliance
Confer and consult with Office of the General Counsel (OGC) and external law offices on litigation cases; provides detailed case analysis and documentation as needed
Apply knowledge of federal, international and state employment laws to provide advice, guidance, and counseling to employees and management
Represent Navy Federal in unemployment hearings and appeals, as necessary
Assist in composing internal and external communications
Lead and/or provides support for projects and initiatives within the business unit and/or across the organization
Research, compile, review and analyze reports
Participate in training and mentor initiatives with new Employee Relations team members
Perform other duties as assigned
Qualifications
Significant knowledge in local, state and federal employment regulations
Advanced knowledge of federal and state leave and disability laws related to benefits, HIPPA, FMLA, ADA and substance abuse
Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals
Ability to maintain confidentiality and demonstrate integrity
Advanced skill applying local, state and federal employment regulations
Advanced research, analytical and problem solving skills
Advanced verbal and written communication skills
Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced skill presenting findings, conclusions, alternatives and information clearly and concisely
Advanced organizational, planning, and time management skills
Advanced skill working with diverse internal and external contacts
Advanced skill building effective relationships through rapport, trust, diplomacy and tact
Advanced skill navigating multiple screens and PC applications and adapting to new technologies
Bachelor's Degree in Human Resources, Business Administration, or the equivalent combination of training, education, and experience
Desired Qualifications
Basic knowledge of Navy Federal Human Resources policies, procedures, and programs
Basic knowledge of Navy Federal's functions, philosophy, operations and organizational objectives
PHR/SHRM-CP or SPHR/SHRM-SCP Certification
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602 | 9999 Willow Creek Road, San Diego, CA 92131
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$49k-63k yearly est. 4d ago
Member Associate
Navy Federal Credit Union 4.7
Pensacola, FL job
To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision.
Responsibilities
Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.)
Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction
Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors
Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area
Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments
Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications
Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration
Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach
Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures
Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations
Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts
Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives
Assist in training and onboarding n
Qualifications
Self-motivated, results driven, team player with strong ability to collaborate with others
Experience in an administrative support capacity, preferably in customer service or financial services
Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations
Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
Familiarity with investment products, services, processes, requirements, and systems
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced customer service and relationship management skills
Ability to remain calm and courteous under pressure while dealing with internal and external members/customers
Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact
Ability to interpret and explain regulations, instructions, and procedures
Effective skill exercising initiative and using good judgment to make sound decisions
Effective organizational, planning and time management skills
Effective research, analytical, and problem-solving skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Experience with managing multiple priorities independently and/or in a team environment to achieve goals
Effective verbal and written communication skills
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective word processing and spreadsheet software skills
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Working knowledge of Navy Federal/NFIS products and services
Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures
FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License
Hours: Monday - Friday, 8:30AM - 5PM Hybrid
Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$37k-68k yearly est. 1d ago
Merrill Market Client Relationship Manager
Bank of America 4.7
Miami, FL job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
Oversees the client service experience and reviews the approval of new client accounts
Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch's Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
Minimum of 5+ years professional experience
Key Qualifications for the role:
Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
Compensation Analysis
Performance Management
Process Performance Management
Referral Management
Workforce Planning
Due Diligence
Internal Audit Review
Leadership Development
Recruiting
Risk Management
Client Management
Customer Service Management
Employee Counseling
Succession Planning
Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$44k-74k yearly est. Auto-Apply 12d ago
Systems Engineer
Navy Federal Credit Union 4.7
Pensacola, FL job
To research, analyze, design, develop, implement, support, and maintain of systems integration software solutions. Evaluate, tune, and monitor current and planned systems integration software solutions. To integrate, and maintain complex systems integrations, ensuring seamless interaction between hardware, software, and networks to support organizational IT needs. Proactively address gaps with existing support processes, documentation, and prioritize accordingly. Guide configuration, debugging, and support for infrastructure and ensure all code quality and change control standards are met. Work under minimal supervision and use complete understanding of business needs and objectives to support projects that have impact on the achievement of operational goals. Advanced skill set and proficiency with procedures and techniques.
Responsibilities
Develops/updates Services and APIs using Java technology for use in current and future projects
Serves as subject matter expert for enterprise integration services (SOA and API)
Collaborates with development teams, business units, and other ETS areas to identify, define, develop/modify and implement enterprise reusable Services and APIs
Works and contributes on the product backlog development by working closely with Business Analyst/Technical Analyst, and API team members
Works in an agile, fast paced, entrepreneurial environment with short release cycles and actively collaborate with multiple stakeholders
Oversees peer code reviews and provide active guidance and direction on development
Works with team to develop and maintain policies, procedures, standards, documentation and governance process for SOA and API
Design integration solutions around cloud native applications which can work across public, private and hybrid clouds
Develop integrations with modern API Management frameworks that can be deployed in both B2B and B2C scenarios
Continually monitor the financial services technology landscape to track the latest innovations across the industry and communicate relevant information to leadership
Develop and apply architectural governance based on business and information technology strategies
Specific Duties:
Serve as a subject matter expert on API integrations for enterprise initiatives and projects
Hands-on development of APIs, microservices, and platform proxies as deliverables for enterprise initiatives and projects
Participate in on-call rotation for emergency technical support and planned maintenance activities
Assist with root cause investigations and provide recommendations
Participate in deployment rotation to oversee implementation and coordinate with supporting partnering teams
Qualifications
Extensive experience that demonstrates expert knowledge of Java, JEE, Web Services and APIs
Extensive experience with SOAP Services and RESTful APIs utilizing a lightweight data-interchange format such as JSON
Expert knowledge and hands on experience with Mulesoft Anypoint Platform, Spring Boot Micro Services, Istio/Service Mesh, Spring Framework and Open API Specification/RAML
Expert knowledge and hands on experience with Azure/AWS/GCP cloud platform architecture, Pivotal/Tanzu platform/Tanzu Kubernetes Grid or equivalent k8s managed runtime.
Expert in implementing API security using OAuth, SAML, JWT and OpenID Connect etc.
Advanced knowledge of Agile frameworks (e.g., SAFE)
Expert problem solving, collaboration, critical thinking, team building, and presentation skills
Expert skill in effectively communicating technical and non-technical issues and information clearly and concisely to all levels of management and staff
Experience in translating complex business requirements into functional architecture solutions
Experience in working with all levels of staff, management, stakeholders and vendors
Expert verbal, interpersonal and written communication skills
Advanced skill troubleshooting and resolving technical problems
Demonstrated skill in identifying industry trends and define their potential use in Navy Federal applications
Desired Qualifications:
Integration experience with enterprise platforms Salesforce, Oracle HCM/PeopleSoft and CRM/Dynamics
Certifications in Azure development/architecture, Mulesoft Anypoint, Java, Pivotal Cloud Foundry, Spring frameworks or similar.
Experience with using Azure DevOps
Advanced knowledge of banking/financial industry standards and practices
Advanced knowledge of Navy Federal's functions, philosophy, operations and organizational objectives
Bachelor's Degree in Information Technology, Computer Science or the equivalent combination of training, education, and experience
Hours: Monday - Friday, 8:00AM - 4:30PM
Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526 | 141 Security Drive, Winchester, VA 22602
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$81k-102k yearly est. 2d ago
Finance Rotation Program
Navy Federal Credit Union 4.7
Pensacola, FL job
To offer December 2025 or Spring 2026 college graduates an opportunity to learn how Finance and Accounting plays a critical role in our business. Rotational program team members will be provided an opportunity to utilize and further develop business knowledge, creative problem-solving abilities, analytical, communication, and technical skills through training targeted, mentoring, and development advising from seasoned leaders to impact their future success to excel in their career development. Provide professional execution of day-to-day tasks and special projects while working within established standards, policies, and procedures. Receive guidance and direction from team and management.
Responsibilities
Develop financial forecasts and analyze key performance metrics to provide meaningful insight into business trends
Play a key role in evolving product and strategy decisions by partnering closely with business leaders and enterprise service organizations
Build influencing skills through partnership with key stakeholders and leadership
Consolidate business segment performance and financial reporting
Challenge the way we work with Technology, evaluate new ways of working through experimentation, and leverage new technologies
Develop proficiency in financial modeling, data and reporting automation, as well as data visualization tools
Provide support to assigned department, may work on small projects or portions of larger projects
Assist and collaborate with various levels of staff to accomplish tasks/assignments
Perform other duties as assigned
Qualifications
Currently has, or is in the process of obtaining, a bachelor's degree or higher with an expectation that degree will be obtained by December 2025 or Spring 2026
Demonstrated interest in financial management, technology aptitude, and digital learning
Ability to work in a dynamic, collaborative environment
Desire for continuous learning as well as diverse experiences and locations
Strong self-motivation, attention to detail, and awareness to ask questions when needed
Advanced quantitative, analytical, problem-solving, and conceptual skills
Advanced interpersonal, leadership, and communication skills
Advanced database and presentation software skills
Advanced organizational, planning and time management skills
Advanced skill maintaining accuracy with attention to detail and meeting deadlines
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$55k-68k yearly est. 4d ago
Global AML Operations - Ops Professional MKTS
Bank of America 4.7
Jacksonville, FL job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
:
This job is responsible for providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products.
Responsibilities:
Confirms loan documentation for accurate trade settlements
Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups
Manages post-trade management and logistics, settlement pricing, and closing coordination
Analyzes and resolves highly complex operational problems
Supports ad-hoc projects for new processes or industry initiatives
Processes loans end-to-end with accurate data input into various credit and operating systems
Skills:
Attention to Detail
Critical Thinking
Data Collection and Entry
Recording/Organizing Information
Research
Fraud Management
Interpret Relevant Laws, Rules, and Regulations
Problem Solving
Quality Assurance
Risk Management
Adaptability
Customer and Client Focus
Prioritization
Result Orientation
Written Communications
Line of Business Job Description
Global Operations, Anti Money Laundering (AML) is responsible for completing Refresh Activities such as Know Your Customer (KYC) and Client Due Diligence (CDD) checks for all clients that do business with the Bank. Refresh Teams are responsible to collect and maintain client documents to ensure activities are executed in alignment with Laws, Rules, Regulation, and Bank Policies. Business Management team handles all support type requests for the organization. This role provides moderately complex research, and analytical support for the delivery of end-to-end support for AML Refresh Operations. The candidate will operate under general supervision and assist teammates while following established procedures.
Key Responsibilities:
Investigates root causes of production delays by engaging with AML Refresh Operations, Lines of Business (LOBs), Global Financial Crimes (GFC), and leadership
Ensures accuracy of AML Refresh client portfolio data using internal (AWARE, Cesium, GDS) and external comparison tools (Tableau, Power BI)
Performs research and conducts moderately complex analysis (automated and manual) of data provided or obtained thru manual research, in a range of formats (Excel, Power BI, tableau dashboards, etc.)
Synthesizes findings and provides actionable insights to drive resolution and prevent recurrence of delays by identifying areas of potential procedural updates, thematic trends, and coaching opportunities to enhance AML Refresh program success
Evaluates data and information relevant to metrics to support AML governance activities.
Explores methods to enhance processes, further reduce risks, and improve AML Refresh process
Escalates potential risks and exposures to manager in a timely manner
Serves as an escalation point to answer inquiries from business controls, audit and Quality Assurance (QA) partners to support business continuity efforts within AML Refresh.
Assists with ad-hoc projects, new processes, or initiatives requiring coordination among subject matter experts representing multiple product areas or functions
Identify, develop, and support tactics to engage and influence stakeholders to achieve desired outcomes and/or deliverables
Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships
Supports monitoring and testing of controls by evaluating data to identify issues and control improvements for remediation
Required Skills:
24 months AML Refresh analyst experience required, with AML Refresh Team Lead experience preferred.
Familiar with QA, risk management, project management and regulatory interpretation
Strong executive presence and presentation skills with the ability to present key messages, effective recommendations, and information in a clear, concise, insightful, and influential way
Ability to work in a team environment
Adaptable to ad hoc changes in business focus
Advanced Proficiency in Microsoft Excel (Power Query/XLookup) and MS Office Suite products
Strong organizational skills with the ability to prioritize and manage multiple assignments
Ability to meet tight deadlines while ensuring data accuracy and integrity
Self-motivated and capable of working with minimal supervision
Attention to detail, critical thinking, and problem-solving skills
Strong customer and client focus with adaptability and results orientation
Desired Skills:
College degree (B.S./B.A.) or comparable work experience
Experience working within a highly productive team in a fast-paced environment
Strong analytical skills, with an investigative mindset and ability to use data to enhance efficiency and develop reporting to drive business insights
Prior experience managing multiple projects and adjusting to changing deadlines
Lean Sigma Six or Project Management certificates
Shift:
1st shift (United States of America)
Hours Per Week:
40
$58k-80k yearly est. Auto-Apply 11d ago
Process Improvement Analyst II/III (Security)
Navy Federal Credit Union 4.7
Pensacola, FL job
Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Analyze, determine, coordinate, and implement continuous process improvements (CPI) to achieve end-to-end business optimization of complex business processes and systems. Research internal processes and capabilities to improve Return on Investment (ROI), enhance the effectiveness of the business and/or services and react effectively to business needs with considerable latitude for discretion. Provide guidance and advice to management on the most efficient use of resources to obtain positive and measurable results. Perform complex process improvement functions under minimal supervision. Lead complex/difficult tasks with advanced analysis and considerable impact, latitude, and scope.
Responsibilities
Utilize business process reengineering (BPR) techniques, model business processes, and conduct data analysis to examine end-to-end business processes to improve efficiency and operations
Provide follow-up to monitor the progress of planned improvement implementation to assure timely action, support and achieved expected benefits
Collaborate with functional areas to develop and maintain performance metrics, measurements, methods and targets
Obtain and analyze quantitative and qualitative data of business processes to determine solutions and promote data driven decisions
Research and evaluate opportunities related to process flow variance deficiencies
Develop and implement processes and procedures to ensure correct recording of actual labor times
Coordinate with related departments and functions to assure appropriate information flow and understanding of overall process improvement direction
Analyze processes and workflows to understand value chain, input/output, to improve and/or automate business performance
Leverage best practices gained through process improvement activities to other activities which would benefit from implementation
Anticipate internal and/or external business challenges including regulatory; recommend process, product or service enhancements
Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output Provide guidance and advice to management on the most effective and efficient use of resources to obtain measurable process improvements
Ensure the implementation of new and enhanced processes
Ensure business unit awareness of Navy Federal products, services, marketing, promotions, policies and procedures
Identify and assess business strategies and opportunities; develop appropriate analytical approaches
Full life-cycle project management
Establish and lead project teams
Develop project plan/scope/schedule/cost/communications
Procure and/or manage resources/timelines/deadlines/quality
Risk, Issue and Change management
Ensure successful project implementation
Ensure and/or collaborate with internal business partners to facilitate the design and acquisition of analytical tools required for the architectural design of technical internal solutions to monitor/assess the effectiveness of controls
Monitor key performance indicators, determine gaps in performance metrics, and recommend/execute change management techniques for efficiency/quality improvements
Perform other duties as assigned
Qualifications
Advanced knowledge of process mapping/modeling and business process reengineering
Significant experience in leading teams in business process improvement initiatives
Significant experience in the application of statistical methods, mathematical techniques, forecasting, cost-benefit analysis and related analytical tools
Advanced knowledge of market trends, business strategies and technology and their interrelationships
Significant experience in working effectively with diverse internal and external contacts
Lean Six Sigma certification (L6-S) or the equivalent combination of training, education, and experience
Certified Business Process Professional (CBPP) or the equivalent combination of training, education, and experience
Certified Business Process Improvement/Reengineering Practitioner (CBPR) or the equivalent combination of training, education, and experience
Advanced skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project implementation
Advanced skill communicating with all levels within an organization
Advanced skill exercising initiative and using good judgment to make sound decisions
Advanced research, analytical, and problem solving skills
Advanced skill in the analysis of technical issues in order to recommend, develop and/or implement strategies and achieve objectives
Advanced analytical thinking skills to include summarizing information and clearly identifying key elements, patterns, results or relationships
Advanced analytical/quantitative, reconciliation and deductive reasoning skills
Advanced verbal and written communication skills
Bachelor's Degree in Business Administration, Finance, or the equivalent combination of training, education, and experience
Desired Qualification(s)
Lean Six Sigma or the equivalent combination of training, education, and experience
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Responsible for providing independent oversight, challenge, and assurance over the organization's risk and resiliency practices by analyzing contingency activities of varying complexity. Lead in developing new resiliency policies, practices, and solutions to ensure comprehensive understanding and management in accordance to industry best practices
Responsibilities
Provide independent oversight and review of the organization's business continuity plans, IT disaster recovery (DR) plans, technology continuity strategies, and testing activities conducted by 1st Line teams.
Oversee and challenge the assessments of critical technology services to evaluate recovery capabilities.
Plan the research for and development of specialized risk & resiliency assessment scopes, specific to Operational Risk domain / sub domains (Technology, Security, Third Party, Business Resiliency, People, Process, etc.)
Lead assigned business units through execution of technology resiliency, Issue and Event Management validation and resolution; testing and reporting.
Collaborate with management and personnel to optimize the technology resiliency scope development, leveraging knowledge of industry norms for Business Continuity Management.
Identify potential technology resiliency risks, operational and regulatory process deficiencies and improvement opportunities
Gather and synthesize data; present conclusions and offer risk mitigation, remediation and process improvement solutions to management
Lead efforts to improve the efficiency and effectiveness of operations and risk mitigation processes
Prepare and present to management and/or affected business unit summaries, operational and regulatory risk assessment reports, trending, and remedial or mitigation solutions.
Review appropriate KRIs for Business Continuity Management, considering industry norms, regulatory requirements and prior experience; partner with senior leaders to collaborate with assigned business units on thresholds, reporting, analysis, escalation and issues, as appropriate.
Assist in drafting Business Continuity Management governance documents with support from teammates and management, and partner with senior leaders to socialize with stakeholders for vetting, publication and monitoring
Qualifications
Bachelor's degree in Information Technology, Risk Management, Business, or equivalent combination of training, education and experience.
3-6 years of experience in Operational Resilience or Business Continuity
Strong understanding of IT infrastructure, applications, cloud computing, and cybersecurity concepts, with the ability to evaluate resilience from a risk/oversight perspective.
Knowledge of risk and resilience frameworks: ISO 22301, NIST SP 800-34, ISO 27001, COBIT, ITIL.
Familiarity with regulatory requirements for financial institutions (FFIEC, OCC, DORA, PRA, FCA, GDPR, HIPAA).
Proven ability to plan, organize, and execute risk mitigation and process improvement initiatives
Advanced organizational, planning, and time management skills
Advanced research and analytical skills
Advanced collaboration skills with the ability to work across functions to address risk concerns
Desired Qualifications
Master's Degree in a related field or an equivalent combination of training, education, and experience that provided exposure to or management of ORM-related risk domains
Relevant certifications such as CBCI, CBCP, MBCP, CBCA, or CBCLA
Experience in Financial Services, First, Second (ERM, ORM), and/or Third Line Risk Management, or Consulting experience
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526
South Miami - 1541 Sunset Drive, Coral Gables, FL 33143 Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
* Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
* Complete operational activities while minimizing risks under established policies
* Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
* Receive direction from managers and exercises judgment within defined policies and procedures
* Escalate questions and issues to more experienced roles
* Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
* Identify information and services to meet customers financial needs
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:
* 6+ months of experience interacting with people, demonstrated through work, military, or education
* Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program Customer service focus with experience handling complex transactions across multiple systems
* Ability to educate and connect customers to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and team members
* Experience working with others on a team to meet customer needs
* Cash handling experience
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Well-organized, independent and able to prioritize in a fast-paced environment
* Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
* 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
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* This position is not eligible for Visa sponsorship
Bilingual Spanish & English Speaking Preferred
Posting End Date:
23 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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.
$34k-38k yearly est. 3d ago
Manual Ethical Hacker
Bank of America Corporation 4.7
Jacksonville, FL job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Manual Ethical Hacking is part of the Application Development Security Framework Program within Bank of America's Cyber Security Assurance Offensive Security group. The program provides services to assess the vulnerability of the bank's applications to malicious hacking activity.
This intermediate technical role is responsible for performing application security assessments of the bank's technologies, applications, and cyber security controls while adapting testing methods to evolving and emerging threats. Key responsibilities include performing research, understanding the bank's security policies, working with the appropriate partners to complete assessments and simulations, identifying misconfigurations and vulnerabilities, and reporting on associated risk. These individuals partner closely with security partners, CIO clients and multiples lines of business.
Key Responsibilities in order of importance:
* Perform assigned analysis of internal and external threats on information systems and predict future threat behavior
* Incorporate threat actors' tactics, techniques, and procedures into offensive security testing
* Perform assessments of the security, effectiveness, and practicality of multiple technology systems
* Leverage innovative thinking to help solve problems or introduce new ideas to processes or products applicable to offensive security.
* Prepare and present detailed technical information for various media including documents, reports, and notifications
* Provide clear and practical advice regarding managed risks
* Learn and develop advanced technical and leadership skills, Mentor Junior assessors in technical tradecraft and soft skills
Required Skills:
* Minimum of 4 years of professional pentesting, application security or ethical hacking experience, preferably in a large, complex, enterprise environment
* Detailed technical knowledge in at least 3 of the following areas: security engineering; application architecture; authentication and security protocols; application session management; applied cryptography; common communication protocols; mobile frameworks; single sign-on technologies; exploit automation platforms; RESTful web services
* SQL injection/XSS attack without the use of tools
* Experience performing manual code reviews for security relevant issues
* Experience working with SAST tools to identify vulnerabilities
* Able to manually identify and reproduce findings, discuss remediation concepts, develop PoCs for vulnerabilities, use scripting/coding techniques, proficiently execute common penetration testing tools, triage, and support incidents, and produce high value findings
* Experience performing manual web application assessments i.e., must be able to simulate a
* Knowledge of network and Web related protocols/technologies (e.g., UNIX/LINUX, TCP/IP, Cookies)
* Experience with vulnerability assessment tools and penetration testing techniques
* Solid programming/debugging skills
* Experience of using a variety of tools, included, but not limited to, IBM AppScan, Burp and SQL Map
* Threat Analysis
* Innovative Thinking
* Technology Systems Assessment
* Technical Documentation
* Advisory
Desired:
* CISSP, CEH, OSCP, OSWE, GPEN, PenTest+ or similar
* Strong programming/scripting skills
* Mobile application analysis
* Frida
* Binary analysis (disassembly skills)
Skills:
* Advisory
* Innovative Thinking
* Technical Documentation
* Technology System Assessment
* Threat Analysis
* Adaptability
* Collaboration
* Executive Presence
* Scenario Planning and Analysis
* Test Engineering
* Controls Management
* Information Systems Management
* Issue Management
* Mentoring
* Presentation Skills
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$83k-114k yearly est. 5d ago
Wealth Management Field Services - Operations Analyst - Alternative Investments
Bank of America 4.7
Jacksonville, FL job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused.
Job Description:
This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.
The Wealth Management Field Support - Alternative Investments (Alts) Operations Analyst position is critical to providing consultative and operational support to the Merrill Lynch Branch Office Network (including Private Bank and Private Wealth) regarding Alternative Investment products support. This role is a critical component of the business' subject matter expertise and relationship management with operational business partners. Responsible for the analysis and resolution of moderately complex issues and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve.
Responsibilities:
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access
Provide consultative and tutorial support to business partners for Alts products processes for point of call resolution
Demonstrate a deep understanding of our products/services to address business partner queries accurately
Collaborate with cross-functional teams to escalate and resolve complex issues.
Maintain a positive and professional demeanor, ensuring excellent customer experiences.
Identify opportunities for process improvement and contribute to enhancing overall client satisfaction.
Required Qualifications:
2+ years industry experience
Sound Problem Solving and Decision-Making Skills; use good research and problem-solving skills and know where to go to resolve problems
Demonstrate patience, composure, positive attitude, and client service attitude
Customer service experience and ability to sympathize and empathize with clients wants, needs and concerns
Strong work ethic and a commitment to teamwork
Communicate effectively both written and verbal, tailor communications to audience, actively listen and follow-up with probing questions and updates to involved parties
Identify opportunities for process improvement and contribute to enhancing overall customer satisfaction.
Desired Qualifications:
College degree preferred
Time management skills
Skills:
Account Management
Customer and Client Focus
Issue Management
Oral Communications
Active Listening
Adaptability
Problem Solving
Risk Management
Attention to Detail
Business Acumen
Valuation Ethics and Practice Standards
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range$25.96 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$26-33.7 hourly Auto-Apply 60d+ ago
Fraud Analytics and Innovation Lead Analyst
Bank of America Corporation 4.7
Jacksonville, FL job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
Responsibilities:
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
* Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
* Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
* Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
* Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
Required Qualifications:
* Minimum 3 years SAS/SQL Coding knowledge and/or experience
* Ability to manage multiple projects in a complex and rapidly-changing environment
* Ability to work independently as well as part of a team
* Demonstrate strong analytical skills
* Previous risk/fraud analysis, strategy development, or related experience
* Strong written and oral communication skills
* Intellectually curious and willing to dive into complete issues\problems and solve
Desired Qualifications:
* 5+ years of risk analysis, strategy development, or related experience
* 5+ years of SAS or SQL Coding experience
* Prior experience in Authentication, Fraud, Debit Card or other related risk fields
* Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
* Experience managing relationships and projects with external vendor partners
Skills:
* Analytical Thinking
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Collaboration
* Innovative Thinking
* Monitoring, Surveillance, and Testing
* Presentation Skills
* Risk Management
* Data Visualization
* Interpret Relevant Laws, Rules, and Regulations
* Issue Management
* Oral Communications
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$51k-86k yearly est. 16d ago
Member Associate
Navy Federal Credit Union 4.7
Jacksonville, FL job
To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision.
Responsibilities
Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.)
Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction
Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors
Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area
Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments
Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications
Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration
Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach
Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures
Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations
Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts
Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives
Assist in training and onboarding n
Qualifications
Self-motivated, results driven, team player with strong ability to collaborate with others
Experience in an administrative support capacity, preferably in customer service or financial services
Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations
Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
Familiarity with investment products, services, processes, requirements, and systems
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced customer service and relationship management skills
Ability to remain calm and courteous under pressure while dealing with internal and external members/customers
Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact
Ability to interpret and explain regulations, instructions, and procedures
Effective skill exercising initiative and using good judgment to make sound decisions
Effective organizational, planning and time management skills
Effective research, analytical, and problem-solving skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Experience with managing multiple priorities independently and/or in a team environment to achieve goals
Effective verbal and written communication skills
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective word processing and spreadsheet software skills
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Working knowledge of Navy Federal/NFIS products and services
Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures
FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License
Hours: Monday - Friday, 8:30AM - 5PM Hybrid
Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$37k-68k yearly est. 1d ago
Global Investment Banking Summer Analyst Program - 2027
Bank of America Corporation 4.7
Miami, FL job
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.
Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer analysts help orchestrate capital raising and strategic advisory transactions. Our Summer Analyst program is designed to offer you a broad and exciting experience of work as a full time Investment Banking analyst.
During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout.
As a summer analyst, your key tasks and responsibilities may include but are not limited to:
* Developing and maintaining complex financial models
* Performing various financial analyses, including valuations and merger consequences
* Conducting comprehensive and in-depth company and industry research
* Preparation of presentation and other materials for clients
* Participation in due diligence sessions, communication and interaction with deal team members
* Management of several projects at once and work effectively as an individual and as part of a team
Qualifications
* Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028
* Must demonstrate a track record of superior performance in extracurricular and professional activities
* 3.5 minimum GPA preferred
* Must have a combination of strong quantitative/analytical skills, attention to detail and client focus
* Strategic and creative thinking; distinguished written and oral communications skills
* Assertiveness, initiative, leadership, strong work ethic, team focus
* Ability to learn quickly and take on new responsibilities
* Dedication to building a career in the investment banking industry
(If you are interested in Leveraged Finance New York please apply to the Investment Banking Summer Analyst Program to be considered. If you are interested in Leveraged Finance Charlotte please apply to the Capital Markets Summer Analyst Program to be considered.)
Bank of America does not complete third party forms from colleges, universities, or other parties.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
$65k-88k yearly est. 3d ago
Merrill Market Client Relationship Manager
Bank of America 4.7
Jacksonville, FL job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
Oversees the client service experience and reviews the approval of new client accounts
Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch's Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
Minimum of 5+ years professional experience
Key Qualifications for the role:
Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
Compensation Analysis
Performance Management
Process Performance Management
Referral Management
Workforce Planning
Due Diligence
Internal Audit Review
Leadership Development
Recruiting
Risk Management
Client Management
Customer Service Management
Employee Counseling
Succession Planning
Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$42k-72k yearly est. Auto-Apply 42d ago
Financial Services Representative
Justice Federal Credit Union 4.2
Justice Federal Credit Union job in Miami, FL
Justice Federal Credit Union has been designated as a
Best Credit Union to Work For
by American Banker, for
four
years in a row, and is now among the
Best Places to Work for Women in 2025!
$26k-29k yearly est. Auto-Apply 25d ago
Learn more about Justice Federal Credit Union jobs
Zippia gives an in-depth look into the details of Justice Federal Credit Union, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Justice Federal Credit Union. The employee data is based on information from people who have self-reported their past or current employments at Justice Federal Credit Union. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Justice Federal Credit Union. The data presented on this page does not represent the view of Justice Federal Credit Union and its employees or that of Zippia.
Justice Federal Credit Union may also be known as or be related to Justice Federal Credit Union and SCE Federal Credit Union.