New York Life Insurance jobs in Jacksonville, FL - 25 jobs
Life Insurance Sales Agent - Jacksonville, Fl
New York Life-Jacksonville, Fl 4.5
New York Life-Jacksonville, Fl job in Jacksonville, FL
Job Description
You're stepping into a fantastic opportunity with New York Life as a Life Insurance Sales Agent. Here, you'll not only enhance your skills in life insurance but also have the chance to expand into retirement and investment planning. We're looking for a committed professional who thrives on achieving goals and delivering exceptional customer service. If you have a knack for connecting with people and superior prospecting skills, you're poised for success in this role.
This is your chance to kickstart a rewarding career, building meaningful relationships and making a significant impact. You'll be in business for yourself, but never by yourself, with the full support and backing of a company with over 170 years of industry success.
At New York Life, we pride ourselves on our inclusive culture and commitment to professional growth. You'll enjoy comprehensive benefits, including health, vision, and dental insurance, 401(k) matching, and ongoing training and education. Our outstanding company culture ensures you're part of a supportive team that values both your personal and professional development. We empower our agents to build a strong financial future for themselves and their clients, backed by our proven track record of excellence and financial strength. If you're ready to embark on this journey, let's make a difference together.
Compensation:
$60,000 - $80,000 at plan earnings
Responsibilities:
Develop and maintain strong relationships with clients to understand their financial needs and provide tailored life insurance solutions.
Proactively identify and pursue new business opportunities through networking, referrals, and community engagement.
Educate clients on the benefits of life insurance and retirement planning, ensuring they make informed decisions.
Collaborate with team members to share insights and strategies for improving client satisfaction and achieving sales targets.
Stay informed about industry trends and regulatory changes to provide clients with up-to-date information and advice.
Utilize company resources and training programs to continuously enhance your sales skills and product knowledge.
Prepare and present comprehensive insurance proposals that align with clients' long-term financial goals and objectives.
Qualifications:
Experience in sales, preferably within the insurance or financial services industry.
Ability to build and maintain strong client relationships through effective communication and trust-building.
Proven track record of meeting or exceeding sales targets in a competitive environment.
Strong understanding of life insurance products and the ability to explain their benefits clearly to clients.
Ability to identify and pursue new business opportunities through networking and community engagement.
Excellent presentation skills, with the ability to prepare and deliver comprehensive insurance proposals.
Commitment to continuous learning and professional development, utilizing company resources and training programs effectively.
About Company
As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 170 years of industry success.
We offer:
Hybrid Opportunity
Health/vision/dental
401(k) matching
Outstanding company culture
Training/education
Some of our accolades include:
A promise to work with you to build a strong financial future for both you and your clients
#67 on Fortune 100 in 2021
A leading company with many agents qualifying for MDRT2 each year
Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA).
2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance.
New York Life Insurance Company is an EOE M/F/Veteran/Disability/Sexual Orientation
$60k-80k yearly 15d ago
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Fast Track Insurance Sales Manager
New York Life-Jacksonville, Fl 4.5
New York Life-Jacksonville, Fl job in Jacksonville, FL
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
If you are a leadership-oriented individual who is ready to take your financial career to the next level as a partner in our general office, we have an opportunity for you! New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. Completion of the program requirements can lead to a transition into management as an associate partner. If this sounds like a fit for you, apply today!
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2 - Source: Individual Third Party Ratings Reports as 7/30/18.
3 - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see *******************************************
$75,000 At Plan Earnings
Responsibilities:
Become an associate partner on the management team after successfully completing all program requirements
Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more
Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals
Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program
Select, hire, and grow your financial professionals team as an associate partner
Your first year
You'll learn firsthand about a financial professional's role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite.
Training and resources
You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Product Solutions
You will learn about our robust products and services that can help clients and their families achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products.
Your Transition to a Field Manager Role
After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We'll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you'll continue to have opportunities to grow and be promoted to increasingly senior levels of management.
Qualifications:
Must have financial services industry and/or insurance industry experience
Bilingual in Spanish, Portuguese, or another language is a plus
Some sales experience needed
Seeking a rewarding and challenging career as a goal-oriented, highly motivated financial professional
Working knowledge of cultural markets is helpful
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses-motivated people who can answer yes to one of the following questions:
Do you have sales or managerial experience in another industry?
Have you previously run a business?
Do you have an MBA or other equivalent degree?
In the Accelerated Path to Management Program, you'll start off as a financial professional, learning how to sell our products, build client relationships, and meet specific requirements before transitioning into a management role. You'll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to succeed.
About Company
As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 170 years of industry success.
We offer:
Hybrid Opportunity
Health/vision/dental
401(k) matching
Outstanding company culture
Training/education
Some of our accolades include:
A promise to work with you to build a strong financial future for both you and your clients
#67 on Fortune 100 in 2021
A leading company with many agents qualifying for MDRT2 each year
Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA).
2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance.
New York Life Insurance Company is an EOE M/F/Veteran/Disability/Sexual Orientation
$75k yearly 29d ago
Reverse Mortgage Originator Development Program
Mutual of Omaha Mortgage 4.7
Jacksonville, FL job
This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program.
Come join the winning team, with over 100 years of success and stability. We give you all the tools and training that you need to succeed in this rewarding career.
We work with retirees to strategically improve the sustainability of their retirement income.
You can expect the following:
Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more
Hourly market-based non-recoverable draw of $11.54 - $18.69 plus commission for the first 12 months while we help you grow your business
Industry leading training from the nation's top sales leaders
Brand recognition of a Fortune 300 organization founded in 1909
World-class sales, marketing, and operations support
Revolutionary sales process for working with both consumers and professionals
We encourage successful traditional mortgage loan originators to apply. Jacksonville, FL.
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
Multiple PPO Medical Plans, as well as HDHP eligible plan.
Dental Coverage
Vision Coverage
Company Paid Life Insurance
Additional Benefits including - Optional Life, FSA, Pet Insurance etc.
401K with a generous employer match
Free Legal Services
Employee Loan Program
$150k yearly Auto-Apply 60d+ ago
Registered Wealth Investment Services Associate
Citi 4.6
Jacksonville, FL job
The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.
Responsibilities:
Fully accountable for servicing and supporting Citi's Investment and/or Banking clients.
Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
Directly responsible for providing timely responses to client service requests, received via telephone or email.
Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process.
Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 & 63 required).
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
Ensures that KYC/AML and other compliance norms are strictly adhered to.
Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
Builds a rapport with back-office staff and seek out highest level of support from those teams.
Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.
Accountable for identifying prospective clients interested in becoming new clients.
Responsible for executing specific client contact campaigns as defined by Sales Management/Segments.
Responsible for proactively contacting clients to identify needs and deepen relationships.
Complete all required trainings pertaining to the function in a timely manner.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
Excellent verbal and written communication skills. Ability to communicate at a professional level.
Positive and can-do attitude.
Excellent people skills and ability to work in a team environment.
Capable of working independently within established procedures and make decisions without manager approval.
Able to perform multiple functions with a high degree of accuracy.
Strong desire to create a top-notch client experience with every client every day.
Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
Ability to support a diverse array of products and services.
Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred
Education:
Bachelor's/University degree, Master's degree preferred
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Job Family Group:
Consumer Sales
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Job Family:
Telesales
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Time Type:
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Primary Location:
JacksonvilleFlorida United States
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Primary Location Full Time Salary Range:
$62,620.00 - $87,380.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Jan 06, 2026
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$62.6k-87.4k yearly Auto-Apply 14d ago
Mortgage Branch Manager
Mutual of Omaha Mortgage 4.7
Jacksonville, FL job
Calling all Top Producers or Current Branch Managers!
Are you a top producer waiting for your chance to run your own office, or an established Branch Manager looking for stability in uncertain times? Now is the time to make a move - lets talk!
At Mutual of Omaha Mortgage, Branch Managers oversee and serve many duties including: sales, recruiting, administration, staff supervision and client networking. Let us take care of the processing! Branch Managers work strategically with their sales team in collaboration with operations staff; overseeing their branches responsibilities for active production and pipeline management. This position has a $36,000 base salary plus incentive pay.
Branch Managers are in charge of all activities at the branch, adhering to company policies and guidelines, and serve as the liaison to all other divisions of the company and executive leadership team. If you want to work with a winning team and a legendary brand name, this is the place.
Additional Responsibilities Include:
Stay current and up to date on all loan program guidelines (FHA, VA, FNMA, FHLMC) and federal and state regulations.
Collaborate with corporate management and executive management team to execute company goals and sales
Coordinate sales and operations team meetings according to company's objectives and goals
Conduct trainings according to industry and company updates
Tracking and improving employee performance, including daily pipeline review and management
Meet all company sales goals
Recruit top mortgage professionals
Maintain and develop new marketing strategies
Develop and maintain strategic client relationships that are congruent with Mutual of Omaha Mortgage's corporate objectives and goal
Calculate, review, and submit employee commission statements and payroll according to accounting and payroll guidelines and deadlines
Requirements:
Minimum 2 years recent experience as a Mortgage Branch Manager with proven production history
Robust knowledge of FNMA/FHLMC and FHA/VA programs
Working knowledge of Encompass and Velocify (Leads 360)
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
Multiple PPO Medical Plans, as well as HDHP eligible plan.
Dental Coverage
Vision Coverage
Company Paid Life Insurance
Additional Benefits including - Optional Life, FSA, Pet Insurance etc.
401K with a generous employer match
Free Legal Services
Employee Loan Program
$36k yearly Auto-Apply 32d ago
Technology, Application Development, Full-Time Analyst, Jacksonville - USA, 2026
Citigroup 4.6
Jacksonville, FL job
**You are the** **brains** **behind our work ...** At Citi, we do not just adapt to change - we drive it. Our Full Time Technology Analyst Program is where forward thinking talents meet unparalleled opportunities. This is your chance to innovate, influence, and make an impact in the most global financial institution!
Citi Technology partners to ensure that Citi's platforms can "Be the Best" for clients globally, with a diverse and ethical workforce that applies innovation and automation to deliver a world class client experience and strengthen our reputation. We have over 30,000 technologists globally who are dedicated to serving our clients' needs across the firm. By utilizing a broad range of technologies, we are at the forefront of innovation. We seek to drive our systems and processes towards scalable, low-latency, high frequency enterprise systems to support Citi's strategic priorities.
** **
**We provide you with the knowledge and skills you need to succeed...**
We're committed to teaching you the ropes. The 2-year Analyst Program starts in July and begins with a robust training program. Here at Citi, rotational programs are intended to help you build a broad skillset and accelerate your career growth by gaining exposure to more than one team in Software Development. Our rotational program will help you discover the best fit for your skills and long-term career goals at Citi.
** **
**Your time here will** **look something** **like this...**
You will work in an agile software development environment, developing quality and scalable software solutions using leading-edge technologies. Based on business requirements, you will develop code consistent with quality standards and offer support during testing cycles and post-production deployment. To ensure defect-free programming, you will use the appropriate tools to test and debug code and participate in the review of peer coding. You have additional support, too. You join with a cohort of other new hires and go through training together to learn about our company, our tools and processes, and the technical skills you will need to succeed.
While technologies can vary slightly from team to team, some developer will have exposure within the following categories:
+ **Microservices Developer:** Java, Spring Framework, Pivotal Cloud Foundry
+ **iOS:** Swift, Xcode, MVC Architecture
+ **Android:** Java, Android Studio, JavaScript, CSS, AJAX, Java Web Services
+ **Generative AI tools:** **Github** **, Co-Pilot** for code generation, for automated code reviews, etc.
+ **Web:** Angular (latest version), Eclipse, Java, JSP, TypeScript, HTML, JavaScript, CSS, AJAX
While other developers will be exposed to the following:
+ **Data Analytics** tools such as **Splunk, Tableau, and Adobe Analytics** to trackadoption of customer journeys and derive business value of delivered product.
+ Cloud adoption strategy with **Citi** **APis** getting deployed in diverse cloud providers such as AWS etc.
+ **Engineering Excellence practices:** Minimum Development Standards and Minimum Operational standards set and followed at CITI.
+ **Understand latest design and software architecture patterns and frameworks:** Microservices, APIs, Spring Core/MVC/Boot/Cloud, REST and so on.
+ **CI/CD with exposure to various software development tools like:** JIRA, Zephry, BitBucket, TeamCity, uDeploy, Artifactory, Openshift(ECS/Docker)
+ Event streaming/messaging systems using **KAFKA, Solace, and Aeron** or similar technology.
+ Exposure to Containers using **Docker/Kubernetes** **.**
No matter your team placement, as a member in our program, you can expect:
+ **Global Exposure** : Work in globally scoped projects with cross-functional teams and gain insights into how technology drives the financial sector worldwide.
+ **Continuous Learning:** Benefit from structured learning, networking, mentoring, and development programs that are designed to sharpen your technical prowess, enhance your business insight, and cultivate your leadership skills.
+ **Real Impact** : Contribute to real-world projects that shape the future of banking, from developing next-gen digital banking solutions to enhancing our cybersecurity defenses and driving data-powered innovations.
**We want to hear from you if...**
We are in a hunt for trailblazers with a passion for technology and drive to make a difference.
To join this elite program, you should:
+ Be graduating between December 2025 and May 2026.
+ Pursuing Bachelor's degree in Computer Science, Computer Engineering, Information Technology, Management Information Systems, or other tech related degree.
+ GPA of 3.0 or better is preferred.
+ You will not require sponsorship for U.S. work authorization now or anytime in the future.
+ Be a problem solver who thrives on innovation and enjoys tackling challenges head-on.
+ Possess a global outlook and a willingness to collaborate across cultures and time zones.
+ Have excellent communication skills, project management, leadership, attention to detail, and the ability to work well within diverse teams.
+ Ability to pass technical interviews consisting of basic algorithmic programming exercises.
+ Must be collaborative and adaptable, with excellent communication skills. Prior experience working on agile teams is desirable.
**Who we think will be a great fit...**
A dedication to learning and a true passion for business are vital. As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you. This program is ideal for those who:
+ Are ambitious, with relentless drive to succeed in a fast-paced, dynamic environment.
+ Are curious about how technology can revolutionize finance and are eager to be at the forefront of this transformation.
+ Want to grow into a future tech leader, with a passion for both technology and its application in the global financial industry.
Annual Salary = $80,000 USD
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**Job Family Group:**
Management Development Programs
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**Job Family:**
Training
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**Time Type:**
Full time
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**Primary Location:**
JacksonvilleFlorida United States
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**Primary Location Full Time Salary Range:**
$80,000.00 - $115,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Nov 19, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$80k-115k yearly 60d ago
Financial Representative
Western & Southern Financial Group 4.8
Jacksonville, FL job
Organization : NameJACKSONVILLE FLDefault: Location : CityJACKSONVILLEOverview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner.
The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities Identify market(s) and develop appropriate marketing plan.
Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
Adequately prepare for all appointments through established processes.
Conduct all appointments using Western & Southern Life consultative practices and processes.
Effectively sell insurance and investment solutions.
Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
Market for the purposes of developing the Western & Southern Life brand at the local level.
Proactively develop community relationships to cultivate and strengthen presence in target market(s).
Maintain personal contact with clients to ensure their evolving financial needs are being met.
Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
Accurately maintain client and company records, payments, etc.
, in a timely manner.
Operate an automobile during both day and night hours.
Qualifications High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Educational Requirements Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Certifications & Licenses (i.
e.
, Series 6 & 63, CPA, etc.
) Obtain and hold State Life and Health license prior to hire.
Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Position Demands Access to an automobile and ability to maintain a valid driver's license.
$42k-76k yearly est. 7d ago
Tech Solutions Consultant - Jacksonville, FL
Northwestern Mutual 4.5
Jacksonville, FL job
This position requires 100% onsite availability in Jacksonville, FL (32202). This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM's technology suite to financial advisors and team members in local network, district, and detached offices.
Summary:
The Technology Solutions Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This role involves cultivating strong relationships with advisors, teams, and network office leadership, delivering customized consulting to align digital strategies with specific business objectives, and championing the adoption of Northwestern Mutual's technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.
Primary Duties & Responsibilities:
Develop relationships with financial advisors (FA), FA teams, and network office (NO) leadership and their teams, focusing on understanding basic business objectives and support needs.
Assist advisors and teams in using Northwestern Mutual's technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.
Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business processes.
Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.
Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.
Support the identification of inefficiencies with guidance, suggesting simple technology applications to improve advisor practices.
Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.
Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.
Help prepare users for new technology deployments by assisting with training and communication of benefits.
Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
Travel may be required based on supported offices.
Qualifications:
Bachelor's degree in business or related field, or equivalent experience.
Minimum 2 years related experience including consultation experience working with professionals within financial services or similar industry.
Experience coaching and training professionals.
Ability to understand sales-focused software technology and its benefits.
Ability to build and maintain relationships.
Proven ability to consult and drive measurable improvements in an outcome-based model. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)
Demonstrated ability to lead and facilitate groups of people.
#LI-Onsite
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$60,340.00
Pay Range - End:
$112,060.00
Geographic Specific Pay Structure:
Structure 110:
$66,360.00 USD - $123,240.00 USD
Structure 115:
$69,370.00 USD - $128,830.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$60.3k-128.8k yearly Auto-Apply 21d ago
KYC Operations Lead Analyst
Citi 4.6
Jacksonville, FL job
The KYC Operations Lead Analyst is a senior-level position responsible for leading Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control team. The overall objective of this role is to lead in the development and management of a dedicated internal KYC (Know Your Client) program at Citi.
Responsibilities:
Serve as primary point of contact for bankers in completing documentation related to Know Your Client (KYC), account renewals and/or assigned projects
Assist with assessing documentation requirements for client legal entities and liaise with internal Compliance personnel on the application of KYC policy
Contact client personnel to obtain KYC information and documentation
Review and evaluate recent news related to clients
Interact with parent and subsidiary bankers and product sales and service on AML-related risk issues
Coordinate with account operations on account maintenance issue
Prepare client-specific KYC-related analyses, as required
Has the ability to operate with a limited level of direct supervision.
Can exercise independence of judgement and autonomy.
Acts as SME to senior stakeholders and /or other team members.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
6-10 years of experience
Education:
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
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Job Family Group:
Operations - Services
------------------------------------------------------
Job Family:
Business KYC
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Primary Location:
JacksonvilleFlorida United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$103,920.00 - $155,880.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Business Acumen, Credible Challenge, Laws and Regulations, Management Reporting, Policy and Procedure, Program Management, Referral and Escalation, Risk Controls and Monitors, Risk Identification and Assessment, Risk Remediation.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Jan 16, 2026
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$48k-71k yearly est. Auto-Apply 4d ago
Common Platforms Developer Assistant Vice President
Citi 4.6
Jacksonville, FL job
Overview of the Role:
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services.
Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together.
The role will be responsible for review, analysis, design, and development; planning and Sprint oversight, supporting AGILE development. Responsibilities are inclusive of, but not limited to the following:
Responsibilities:
Manage application development deliverables for the entire Life cycle of the development Project - both Waterfall and Agile models as may be applicable for each project assigned.
Gather technical requirements, code specifications, test plans and results; and other deliverables required for multiple projects.
Perform analysis, design, development, testing, implementation, and maintenance of applications under minimal supervision.
Provide expertise in technical analysis and be able to resolve complex issues through in-depth evaluation of business processes, system processes.
Ensure alignment to architectural assertions and constantly look for opportunities to modernize application.
Work effectively with remote teams, with a focus on fostering positive working relationships.
Integrate with a team of highly seasoned application developers.
Qualifications:
5+ years of hands-on experience working in Java, Microservices technologies
A plus will be AI/ML development skills - Python
Demonstrable experience having led and directed teams
Experience with full project life cycle from establishing requirements through delivery and production
Well versed with 3 tier architecture/ component layer architecture
Education:
Associate or bachelor's degree in information systems; Computer Technology; Computer Information Systems; Computer Science or a demonstration of programming experience.
Demonstrable analytical and quantitative skills
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Technology
------------------------------------------------------
Job Family:
Applications Development
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Primary Location:
JacksonvilleFlorida United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$96 960,00 - $145 440,00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
ene 06, 2026
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$97k-145.4k yearly Auto-Apply 14d ago
Financial Advisor
Northwestern Mutual 4.5
Jacksonville, FL job
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$53k-95k yearly est. Auto-Apply 5d ago
Operations Technology Java Developer
Citigroup 4.6
Jacksonville, FL job
+ **Overview of the Role** Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services.Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together.The Operations Technology Java Developer is an intermediate level position responsible for participation in the establishment and implementation of new or revised application systems and programs in coordination with the Technology team. The overall objective of this role is to contribute to applications systems analysis and programming activities. **Responsibilities:**
+ Conduct tasks related to feasibility studies, time and cost estimates, IT planning, risk technology, applications development, model development, and establish and implement new or revised applications systems and programs to meet specific business needs or user areas
+ Monitor and control all phases of development process and analysis, design, construction, testing, and implementation as well as provide user and operational support on applications to business users
+ Utilize in-depth specialty knowledge of applications development to analyze complex problems/issues, provide evaluation of business process, system process, and industry standards, and make evaluative judgement
+ Recommend and develop security measures in post implementation analysis of business usage to ensure successful system design and functionality
+ Consult with users/clients and other technology groups on issues, recommend advanced programming solutions, and install and assist customer exposure systems
+ Ensure essential procedures are followed and help define operating standards and processes
+ Serve as advisor or coach to new or lower level analysts
+ Has the ability to operate with a limited level of direct supervision.
+ Can exercise independence of judgement and autonomy.
+ Acts as SME to senior stakeholders and /or other team members.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:**
+ 5-8 years of relevant experience
**Strong Microservices Skills:**
+ Microservices - Java/Spring Boot OR Java/Spring Boot/Angular
+ Experience on DevOps Tools - Bitbucket, Jenkins
+ Experience on Linux/AIX, Shell Scripting, .NET
+ Knowledge of Content Management Tools, JIRA, Confluence
+ Familiarity with Pivotal Cloud Foundry (PCF), Open Shift, Amazon Web Services (AWS), Microsoft Azure, Event Driven Architecture **Additional Competencies, which would be an advantage:**
+ Experience working with business critical, high volume and complex enterprise systems
+ Experience in working on cross platforms or legacy modernization projects
+ Knowledge of and experience with automating development processes and testing **Education:**
+ Bachelor's degree/University degree or equivalent experience in Computer Science or EngineeringThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------
**Job Family Group:**
Technology
------------------------------------------------------
**Job Family:**
Applications Development
------------------------------------------------------
**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
JacksonvilleFlorida United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$96,960.00 - $145,440.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Jan 14, 2026
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Citi's US Commercial Bank (CCB) is a rapidly growing business, targeting emerging, mid- and larger-sized companies with annual revenue generally from $100 million to $3 billion with greater than $10MM of credit exposure. To facilitate the CCB's wholesale lending activities, Commercial Lending Management (CLM) serves as an in-business credit function organized around our strategic industries and global target market approach. CLM plays a critical role of the client delivery model for the CCB, translating thought-leadership, industry and product expertise, and an end-to-end ownership of the credit relationship into best-in-class lending solutions. We are seeking a dynamic and motivated credit professional to join the US CLM Industrials team. The position reports directly to the US CLM Industrials Sub-Sector Head.
The CLM Credit Officer facilitates the end-to-end lending process for a covered industry vertical through a team of credit professionals. CLM is essential for the delivery of a wide range of financial solutions to Citi CCB clients, working in direct partnership with Relationship Managers and Independent Risk, to execute on the firm's and client's business objectives. This can include working capital solutions, term loans and M&A financing, treasury and liquidity management services, foreign exchange, trade finance and interest rate derivatives. The primary responsibilities of CLM include credit underwriting, due diligence, structuring and documentation, and portfolio monitoring. As part of the business and in direct partnership with relationship coverage bankers, CLM teams provide thorough, objective analysis of the financial condition and credit worthiness of borrowers, including prevailing covered industry sector and product/market conditions, as well as the appropriate credit structure based on various risk considerations.
The CLM Credit Officer is responsible for approving and managing a material amount of credit risk associated with capital deployed across a variety of lending products appropriate for commercial banking relationships. The CLM Credit Officer is a critical partner in the pre-screening of pipeline opportunities with Relationship Management for assessing credit appetite and identifying key issues, providing structuring input on financing options, driving internal analytical work product and discussions on credit approvals, and maintain ongoing credit oversight of the lending portfolio relationships through quarterly and/or annual reviews along with covenant and other reporting monitoring, as applicable. The assigned industry/specialty vertical requires extensive knowledge of the unique sector/product drivers and key performance indicators to make well-informed credit underwriting decisions and proactively manage the portfolio based on a dynamic environment. The CLM Credit Officer provides sector and sub-segment insights for key internal and external stakeholders, contributes to industry-specific risk and portfolio content, including industry-level portfolio reviews, and leads the credit-specific risk assessments on new originations and portfolio requests.
The CLM Credit Officer role also requires an extensive understanding of various Citi and CCB-specific credit policies, processes, and procedures, and how to apply these concepts consistently in practice, including ensuring the portfolio is appropriately risk-rated and classified, properly secured (if applicable) and that early warning signs are established and proactively addressed. CLM represents a critical “first line of defense” control function for the bank, ensuring the CCB's credit process is conducted in accordance with all internal and regulatory frameworks, and is responsive to relevant inquiries. The CLM Credit Officer plays an important role in meeting a high standard for owning the work product of their respective portfolio and represent their covered accounts in numerous highly visible forums. A Credit Officer can advise or lead strategic projects for US or Global CLM initiatives and provide critical inputs that direct the future of credit formation within the CCB. Additionally, the CLM Credit Officer identifies, creates and helps to deliver the necessary technical skills training to various teams across CCB to promote the development and application of credit skills, mentoring/managing junior and other support staff.
Responsibilities:
Facilitate the end-to-end lending process within the US CCB for the assigned relationships and portfolio
Knowledgeable of assigned portfolio and industry, and able to articulate and support a credit view based on well-supported analysis that effectively balances risk and business objectives
Ensure appropriate regulatory classification and minimizing net credit losses for covered portfolio, as well as identify emerging areas of concerns that should be escalated
Provide accountability for decisioning using credit covering approval authority in tandem with Independent Risk
Directly manage the analysis and workflow of underwriting requests for new-to-bank and existing credit relationships, including pre-screening opportunities, facilitate amendments and extensions, perform annual reviews and other credit requests, including the related diligence
Lead the timely analysis and preparation of monthly and/or quarterly financial memo reviews of existing borrowers to track compliance with loan covenants, raising potential concerns and taking necessary actions in partnership with other key stakeholders for the assigned portfolio
Direct and supervise the loan documentation process for both new transactions and amendments or modifications; including coordination with internal partners and/or outside legal counsel to ensure that all credit approval terms and conditions are appropriately represented in the closing documents
Conduct periodic client calls on all portfolio clients and select new to bank opportunities in partnership with the Relationship Manager
Develop and maintain an extensive knowledge in the various credit products and services offered to CCB clients
Mentor and develop junior staff to become effective resources and future Credit Officers and Bankers
Recommend changes to improve existing processes to achieve greater efficiency and controls
Work proactively, and in a constructive and diplomatic manner, with internal and external stakeholders to keep transactions moving forward and in accordance with appropriate controls
Qualifications:
Experienced senior credit underwriting executive with a deep and relevant industry expertise, particularly in commercial and cross-border lending
10+ years of experience in credit underwriting, portfolio and/ or risk management with a large multinational financial services organization
Demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process
Excellent communication (written, verbal, presentation and listening) and organizational skills; ability to complete multiple priorities in a timely manner
Strong credit sense and ability to articulate a view, work across a range of credit products, with experience in early problem recognition and resolution skills
Demonstrates learning agility: Seeks out resources and experience to continually build knowledge/skills; quickly and successfully applies learning to new situations
Reaches decisions in a timely and transparent manner, knows when enough information has been collected to make sound decisions, takes calculated risks with the confidence to defend their credit view
Proficient in various spreadsheet and word processing applications
Education:
Bachelor's/University degree, Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------
Job Family Group:
Risk Management
------------------------------------------------------
Job Family:
Credit Risk
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Primary Location:
JacksonvilleFlorida United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$130,880.00 - $196,320.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Jan 16, 2026
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$130.9k-196.3k yearly Auto-Apply 4d ago
Head of Retail Bank Fraud Business Analytics Director
Citigroup 4.6
Jacksonville, FL job
This critical leadership role within Citi's Fraud Analytics and Modeling organization is responsible for strategically leading all fraud prevention and detection efforts across the Retail Bank's digital payments, wires, and checks. The role involves managing a team of teams to leverage data, identify emerging fraud trends, and design and implement advanced strategies-including those using AI and automation-to prevent and mitigate all types of fraud attacks, from application fraud to sophisticated digital schemes. This leader will collaborate closely with various internal partners, including Financial Threats, Fraud Policy, and Operations, as well as business executives, to ensure fraud strategies are integrated, effective, and responsive to evolving business, technology, and threat landscapes, ultimately protecting both Citi and its customers.
**Responsibilities:**
+ End-to-end ownership of Retail Bank Fraud Analytics across Fraud lifecycle.
+ Ownership of New Deposit Account as well as Early Months on Book Deposit Fraud.
+ Ownership and management of fraud rules, scores, and detection strategies, Risk appetite execution, POS interdiction strategies and defect analysis.
+ Drive Digital fraud analytics using available digital fraud tools (i.e. TMX, BioCatch, etc.) for Cards and Retail Bank new applications and digital transactions.
+ Leverage global cutting-edge techniques and thought leadership to drive innovation, while maintaining end-to-end view of business needs/goals.
+ Continually assess manual and automated processes to identify potential process gaps and opportunities to strengthen risk and controls.
+ Establish network and followership within and outside Fraud to drive cross-function collaboration.
+ Champion organizational agenda and initiatives with executive audience.
+ Integrate/connect team initiatives, actions and culture to drive a broader vision and support business goals.
+ Effectively mentor and coach direct reports and cross business partners; attract new talent and build diverse talent pipelines.
**Knowledge/ Experience/ Technical Skills:**
+ Interdiction strategy experience that goes beyond theory. Practical experience with building and deploying real-time interdiction logic, understanding the trade-offs, ability to speak to both operational impact and customer experience.
+ 10+ years in fraud or risk management; experience in analytics and modeling or relevant area preferable.
+ Extensive quantitative and analytic skills; ability to derive patterns, trends and insights, and perform risk/reward trade-off analysis.
+ Extensive experience working with Big Data environment, coding within various traditional (SAS, SQL, etc.) and/or open source (i.e. Python, Impala, Hive, etc.) tools, and advanced machine learning techniques.
+ Understanding of the threat landscape, as well as impacts of macroeconomic, industry, regulatory and fraud trends.
+ Decisive with the ability to formulate and communicate a vision that is forward thinking and responsive to changes in the environment.
+ Ability to effectively engage and inspire small and large audiences for collaboration and innovative changes.
+ Experience with large scale Fraud organizations within financial services or related industry with a strong knowhow of Retail Bank payments and products.
+ 8-10+ years of managing staff at various levels; experience in leading teams of Data Analysts / technical professionals.
**Personal Qualities:**
+ Excellent written and verbal communication skills; ability to report back findings in a structured, clear and simple way that is understandable to non-technical partners.
+ Hands-on, high-impact, leader that inspires confidence, can build and lead a team, shape a vision, drive execution and exercise sound judgement and decision making on behalf of the organization.
+ Ability to collaborate across fraud, product, technology, and compliance partners.
+ Strong business acumen and an executive presence.
+ Superior planning and organizational skills; results oriented with ability to execute.
+ Able to be independent and a self-starter, comfortable in a fast-paced matrixed and ambiguous environment.
+ Acts with curiosity and takes the initiative to identify problems, offer creative solutions and resolve issues. Energized by asking "what if", "why not", and "what would happen to us if" questions, e.g. how this will affect the business, industry, or market.
+ Passionate about data science and the value that can be created through information analysis.
**Education:**
+ Master's Degree or PhD required in statistics, mathematics, physics, economics, engineering or other analytical or quantitative discipline.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------
**Job Family Group:**
Decision Management
------------------------------------------------------
**Job Family:**
Business Analysis
------------------------------------------------------
**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
JacksonvilleFlorida United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$170,000.00 - $300,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Oct 10, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$89k-114k yearly est. 60d+ ago
Registered Wealth Investment Services Associate
Citigroup 4.6
Jacksonville, FL job
The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.
**Responsibilities:**
+ Fully accountable for servicing and supporting Citi's Investment and/or Banking clients.
+ Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
+ Directly responsible for providing timely responses to client service requests, received via telephone or email.
+ Provides exceptional support and issue resolution- all client issues will be owned end to end by the associate and will be treated with a closed loop process.
+ Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 & 63 required).
+ Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
+ Ensures that KYC/AML and other compliance norms are strictly adhered to.
+ Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
+ Builds a rapport with back-office staff and seek out highest level of support from those teams.
+ Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
+ Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.
+ Accountable for identifying prospective clients interested in becoming new clients.
+ Responsible for executing specific client contact campaigns as defined by Sales Management/Segments.
+ Responsible for proactively contacting clients to identify needs and deepen relationships.
+ Complete all required trainings pertaining to the function in a timely manner.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
+ Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
+ Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
+ Excellent verbal and written communication skills. Ability to communicate at a professional level.
+ Positive and can-do attitude.
+ Excellent people skills and ability to work in a team environment.
+ Capable of working independently within established procedures and make decisions without manager approval.
+ Able to perform multiple functions with a high degree of accuracy.
+ Strong desire to create a top-notch client experience with every client every day.
+ Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
+ Ability to support a diverse array of products and services.
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
+ US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred
**Education:**
+ Bachelor's/University degree, Master's degree preferred
------------------------------------------------------
**Job Family Group:**
Consumer Sales
------------------------------------------------------
**Job Family:**
Telesales
------------------------------------------------------
**Time Type:**
------------------------------------------------------
**Primary Location:**
JacksonvilleFlorida United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$62,620.00 - $87,380.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Jan 06, 2026
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$62.6k-87.4k yearly 60d+ ago
Financial Representative
Western & Southern Life 4.8
Jacksonville, FL job
JACKSONVILLEFL Default: Location : City JACKSONVILLE The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities
* Identify market(s) and develop appropriate marketing plan.
* Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
* Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
* Adequately prepare for all appointments through established processes.
* Conduct all appointments using Western & Southern Life consultative practices and processes.
* Effectively sell insurance and investment solutions.
* Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
* Market for the purposes of developing the Western & Southern Life brand at the local level.
* Proactively develop community relationships to cultivate and strengthen presence in target market(s).
* Maintain personal contact with clients to ensure their evolving financial needs are being met.
* Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
* Accurately maintain client and company records, payments, etc., in a timely manner.
* Operate an automobile during both day and night hours.
Qualifications
* High level of integrity.
* Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
* Strong interpersonal, relationship, and influence skills.
* Effective communication skills including listening, speaking and writing.
* Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
* The ability to influence others to take needed action.
* Demonstrate personal drive and resilience to achieve goals.
* Willing and able to network for new clients.
Educational Requirements
* Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
* Working knowledge of word processing and spreadsheet applications.
* Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
* Obtain and hold State Life and Health license prior to hire.
* Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Position Demands
* Access to an automobile and ability to maintain a valid driver's license.
$42k-76k yearly est. Auto-Apply 7d ago
Data Analytics - Lead - VP
Citigroup 4.6
Jacksonville, FL job
The Data Analytics Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
**Responsibilities:**
+ **Strong ETL knowledge (Abinitio, Pyspark ), Good Analytical skills and Banking Knowledge. Should be sound on business Analysis.**
+ Integrates subject matter and industry expertise within a defined area.
+ Contributes to data analytics standards around which others will operate.
+ Applies in-depth understanding of how data analytics collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function.
+ Employs developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.
+ Resolves occasionally complex and highly variable issues.
+ Produces detailed analysis of issues where the best course of action is not evident from the information available, but actions must be recommended/ taken.
+ Responsible for volume, quality, timeliness and delivery of data science projects along with short-term planning resource planning.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ In Depth and Hands on Knowledge on Ab-Initio, Hadoop Big Data, Python and SAS for Data Mining and for Data Analysis. Should be able to frame Data Extraction Scripts to extract the data and subject it to in-depth data analysis and should have experience in building automated analytics dashboard and reporting pipelines, reducing manual effort, and enabling real-time data insights.
+ Lead end-to-end data analytics and reporting initiatives, analyzing complex financial data to uncover trends, patterns, and insights supporting business and regulatory needs.
+ Develop and optimize SQL queries, and automation scripts in Oracle and Hive to streamline data extraction, transformation, and reconciliation.
+ Design and deliver reporting and visualization solutions that translate data into actionable insights for senior stakeholders in Finance, Risk, and OperationsKnowledge on preparation and submission of various regulatory reporting including CCAR 14M, CCAR 14A CCAR 14Q, FRY9C, FR2052A, FFIEC 101, FFEIC031, IFRS9, CECL etc.. as part of the Federal Reserve's stress testing and regulatory reporting framework.
+ Should be able to drive data integrity, quality assurance, and process automation, identifying opportunities to enhance accuracy and efficiency through emerging technologies.
+ Having knowledge on Regulation reporting is a plus
**Education:**
+ Bachelor's/University degree or equivalent experience, potentially Masters degree
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------
**Job Family Group:**
Technology
------------------------------------------------------
**Job Family:**
Data Analytics
------------------------------------------------------
**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
JacksonvilleFlorida United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$113,840.00 - $170,760.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
Ab Initio, Ab Initio Calculations, Apache Hadoop, Bank Regulatory Reporting, Big Data, Big Data Tools, Hadoop MapR, Python (Programming Language), Regulatory Compliance Reporting, Regulatory Reporting, SAS SQL.
------------------------------------------------------
**Anticipated Posting Close Date:**
Jan 13, 2026
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Citi's Commercial Bank (CCB) for the North American (NAM) region is a rapidly growing business, targeting emerging, mid- and larger-sized companies based in the United States or Canada, with annual revenue generally from $10 million to $2 billion. To facilitate the CCB's wholesale lending activities, Commercial Lending Management (CLM) serves as an in-business credit risk function organized around our strategic industries and global target market approach. CLM plays a critical role of the client delivery model for the CCB, translating thought-leadership, industry and product expertise, and an end-to-end ownership of the credit relationship into best-in-class lending solutions. We are seeking a dynamic and motivated credit professional to join a high growth team supporting clients with $1 million and less of credit exposure. The position will support all industries served within CCB which will **_drive future career growth opportunities_** .
The CLM Assistant Vice President facilitates the end-to-end lending process for a covered industry vertical directly supporting the responsible Credit Officer. CLM is essential for the delivery of a wide range of financial solutions to Citi CCB clients, working in direct partnership with Relationship Managers and Independent Risk, to execute on the firm's and client's business objectives. This can include working capital solutions, term loans, treasury and liquidity management services, foreign exchange, trade finance and interest rate derivatives. The primary responsibilities of CLM include credit underwriting, due diligence, structuring and documentation, and portfolio monitoring. As part of the business and in direct partnership with relationship coverage Relationship Managers, CLM teams provide thorough, objective analysis of the financial condition and credit worthiness of borrowers, including product/market conditions, as well as the appropriate credit structure based on various risk considerations.
The CLM Assistant Vice President is responsible for the underwriting and monitoring of credit risk associated with capital deployed across a variety of lending products appropriate for commercial banking relationships. Provides critical support with driving internal analytical work product that serves to underpin credit approval decisions and maintains ongoing credit oversight of the lending portfolio relationships through quarterly and/or annual reviews along with covenant and other reporting monitoring, as applicable. As this is a general industries position, the CLM Assistant Vice President should leverage internal expertise for each industry/specialty vertical to gain knowledge of the unique sector/product drivers and key performance indicators to make well-informed credit underwriting decisions and proactively manage the portfolio based on a dynamic environment.
The CLM Assistant Vice President role also requires the individual to develop an understanding of various Citi and CCB-specific credit policies, processes, and procedures, and how to apply these concepts consistently in practice, including ensuring the portfolio is appropriately risk-rated and classified, properly secured (if applicable) and that early warning signs are established and proactively addressed. CLM represents a critical "first line of defense" control function for the bank, ensuring the CCB's credit process is conducted in accordance with all internal and regulatory frameworks, and is responsive to relevant inquiries.
The CLM Assistant Vice President plays an important role in meeting a high standard for owning the work product of their respective portfolio and represent their covered accounts in numerous highly visible forums. An Assistant Vice President in CLM can contribute to strategic projects for NAM or Global CLM initiatives and provide critical inputs that direct the future of credit formation within CCB. Additionally, is expected to identify, create and deliver the necessary technical skills training to various teams across CCB to promote the development and application of credit skills, as well as mentoring of more junior and other support staff.
**Key Responsibilities**
+ Facilitate the end-to-end lending process within the NAM CCB for the assigned relationships and portfolio
+ Rapidly develop knowledge of assigned portfolio and related industries, and create well-supported analysis that effectively balances risk and business objectives
+ Ensure appropriate regulatory classification and minimizing net credit losses for covered portfolio, as well as identify emerging areas of concerns that should be escalated
+ Produce the underlying analysis and workflow supporting underwriting requests for new-to-bank and existing credit relationships, including pre-screening opportunities, facilitate amendments and extensions, perform annual reviews and other credit requests, including the related diligence
+ Timely analysis and preparation of monthly and/or quarterly financial memo reviews of existing borrowers to track compliance with loan covenants, raising potential concerns and taking necessary actions in partnership with other key stakeholders for the assigned portfolio
+ Facilitate the loan documentation process for both new transactions and amendments or modifications; including coordination with internal partners and/or outside legal counsel to ensure that all credit approval terms and conditions are appropriately represented in the closing documents
+ Attend periodic meetings regarding covered portfolio clients and select new to bank opportunities in partnership with the Relationship Management teams
+ Develop and maintain an extensive knowledge in the various credit products and services offered to CCB clients
+ Mentor and develop more junior staff and other support to become effective resources and future contributors
+ Recommend and champion changes to improve existing processes to achieve greater efficiency and controls
+ Work proactively, and in a constructive and diplomatic manner, with internal and external stakeholders to keep transactions moving forward and in accordance with appropriate controls
**Qualifications:**
+ 3-5 years relevant experience in credit underwriting, portfolio and/ or risk management with a multinational financial services organization
+ Demonstrated knowledge of basic accounting and financial concepts and their practical application in the credit underwriting process
+ Excellent communication (written, verbal, presentation and listening) and organizational skills; ability to complete multiple priorities in a timely manner
+ Demonstrates learning agility: seeks out resources and experience to continually build knowledge/skills; quickly and successfully applies learning to new situations
+ Highly proficient in spreadsheet, word processing and presentation applications, including strong data visualization skills
**Education:**
+ Bachelor's/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------
**Job Family Group:**
Risk Management
------------------------------------------------------
**Job Family:**
Credit Risk
------------------------------------------------------
**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
JacksonvilleFlorida United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$87,280.00 - $130,920.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Jan 15, 2026
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$30k-39k yearly est. 4d ago
Technology, Application Development, Summer Analyst, Jacksonville - USA, 2026
Citigroup 4.6
Jacksonville, FL job
**You are** **the** **brains** **behind our work ...** At Citi, we do not just adapt to change - we drive it. Our Summer Technology Analyst Program is where forward thinking talents meet unparalleled opportunities. This is your chance to innovate, influence, and make an impact in the most global financial institution!
Citi Technology partners to ensure that Citi's platforms can "Be the Best" for clients globally, with a diverse and ethical workforce that applies innovation and automation to deliver a world class client experience and strengthen our reputation. We have over 30,000 technologists globally who are dedicated to serving our clients' needs across the firm. By utilizing a broad range of technologies, we are at the forefront of innovation. We seek to drive our systems and processes towards scalable, low-latency, high frequency enterprise systems to support Citi's strategic priorities.
** **
**We provide you with the knowledge and skills you need to succeed...**
We are committed to teaching you the ropes. The Summer Analyst Program starts in early June with an in-depth education on the Analyst role's fundamentals and the nuances of Citi's culture. The program also includes on-the-desk training, an informative speaker series, and networking opportunities. Summer Analysts often return to Citi after graduating from university to become Full-Time Analysts and continue their career in technology.
** **
**Your time here will** **look something** **like this...**
You will work in an agile software development environment, developing quality and scalable software solutions using leading-edge technologies. Based on business requirements, you will develop code consistent with quality standards and offer support during testing cycles and post-production deployment. To ensure defect-free programming, you will use the appropriate tools to test and debug code and participate in the review of peer coding. You have additional support, too. You join with a cohort of other new hires and go through training together to learn about our company, our tools and processes, and the technical skills you will need to succeed.
While technologies can vary slightly from team to team, some developer will have exposure within the following categories:
+ **Microservices Developer:** Java, Spring Framework, Pivotal Cloud Foundry
+ **iOS** : Swift, Xcode, MVC Architecture
+ **Android** : Java, Android Studio, JavaScript, CSS, AJAX, Java Web Services
+ **Generative AI tools** : Github, Co-Pilot for code generation, for automated code reviews, etc.
+ **Web** : Angular (latest version), Eclipse, Java, JSP, TypeScript, HTML, JavaScript, CSS, AJAX
While other developers will be exposed to the following:
+ **Data Analytics** tools such as **Splunk, Tableau, and Adobe Analytics** to trackadoption of customer journeys and derive business value of delivered product.
+ Cloud adoption strategy with **Citi** **APis** getting deployed in diverse cloud providers such as AWS etc.
+ **Engineering Excellence practices:** Minimum Development Standards and Minimum Operational standards set and followed at CITI.
+ Understand latest design and software architecture patterns and frameworks: Microservices, APIs, Spring Core/MVC/Boot/Cloud, REST and so on.
+ **CI/CD with exposure to various software development tools like:** JIRA, Zephry, BitBucket, TeamCity, uDeploy, Artifactory, Openshift(ECS/Docker)
+ Event streaming/messaging systems using **KAFKA** or similar technology.
+ Exposure to Containers using **Docker/Kubernetes** **.**
No matter your team placement, as a member in our program, you can expect:
+ **Global Exposure** : Work in globally scoped projects with cross-functional teams and gain insights into how technology drives the financial sector worldwide.
+ **Continuous Learning:** Benefit from structured learning, networking, mentoring, and development programs that are designed to sharpen your technical prowess, enhance your business insight, and cultivate your leadership skills.
+ **Real Impact** : Contribute to real-world projects that shape the future of banking, from developing next-gen digital banking solutions to enhancing our cybersecurity defenses and driving data-powered innovations.
**We want to hear from you if...**
We are in a hunt for trailblazers with a passion for technology and drive to make a difference.
To join this elite program, you should:
+ Be graduating between December 2026and May 2027.
+ Pursuing Bachelor's degree in Computer Science, Computer Engineering, Information Technology, Management Information Systems, or other tech related degree.
+ GPA of 3.0 or better is preferred.
+ You will not require sponsorship for U.S. work authorization now or anytime in the future.
+ Be a problem solver who thrives on innovation and enjoys tackling challenges head-on.
+ Possess a global outlook and a willingness to collaborate across cultures and time zones.
+ Have excellent communication skills, project management, leadership, attention to detail, and the ability to work well within diverse teams.
+ Ability to pass technical interviews consisting of basic algorithmic programming exercises.
+ Must be collaborative and adaptable, with excellent communication skills. Prior experience working on agile teams is desirable.
**Who we think will be a great fit...**
A dedication to learning and a true passion for business are vital. As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you. This program is ideal for those who:
+ Are ambitious, with relentless drive to succeed in a fast-paced, dynamic environment.
+ Are curious about how technology can revolutionize finance and are eager to be at the forefront of this transformation.
+ Want to grow into a future tech leader, with a passion for both technology and its application in the global financial industry.
Annual Salary = $80,000
------------------------------------------------------
**Job Family Group:**
Management Development Programs
------------------------------------------------------
**Job Family:**
Intern
------------------------------------------------------
**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
JacksonvilleFlorida United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$80,000.00 - $110,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Nov 19, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$80k-110k yearly 60d ago
Operations Technology Java Developer
Citi 4.6
Jacksonville, FL job
Overview of the Role
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services.
Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together.
The Operations Technology Java Developer is an intermediate level position responsible for participation in the establishment and implementation of new or revised application systems and programs in coordination with the Technology team. The overall objective of this role is to contribute to applications systems analysis and programming activities.
Responsibilities:
Conduct tasks related to feasibility studies, time and cost estimates, IT planning, risk technology, applications development, model development, and establish and implement new or revised applications systems and programs to meet specific business needs or user areas
Monitor and control all phases of development process and analysis, design, construction, testing, and implementation as well as provide user and operational support on applications to business users
Utilize in-depth specialty knowledge of applications development to analyze complex problems/issues, provide evaluation of business process, system process, and industry standards, and make evaluative judgement
Recommend and develop security measures in post implementation analysis of business usage to ensure successful system design and functionality
Consult with users/clients and other technology groups on issues, recommend advanced programming solutions, and install and assist customer exposure systems
Ensure essential procedures are followed and help define operating standards and processes
Serve as advisor or coach to new or lower level analysts
Has the ability to operate with a limited level of direct supervision.
Can exercise independence of judgement and autonomy.
Acts as SME to senior stakeholders and /or other team members.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
5-8 years of relevant experience
Strong Microservices Skills:
Microservices - Java/Spring Boot OR Java/Spring Boot/Angular
Experience on DevOps Tools - Bitbucket, Jenkins
Experience on Linux/AIX, Shell Scripting, .NET
Knowledge of Content Management Tools, JIRA, Confluence
Familiarity with Pivotal Cloud Foundry (PCF), Open Shift, Amazon Web Services (AWS), Microsoft Azure, Event Driven Architecture
Additional Competencies, which would be an advantage:
Experience working with business critical, high volume and complex enterprise systems
Experience in working on cross platforms or legacy modernization projects
Knowledge of and experience with automating development processes and testing
Education:
Bachelor's degree/University degree or equivalent experience in Computer Science or Engineering
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------
Job Family Group:
Technology
------------------------------------------------------
Job Family:
Applications Development
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Primary Location:
JacksonvilleFlorida United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$96,960.00 - $145,440.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Jan 14, 2026
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.