Space Coast Credit Union jobs in Miami, FL

Space Coast Credit Union (SCCU), the 3rd largest state charted credit union in Florida, is looking for a Full Time Member Service Specialist to join our ONESCCU team in our Miami Gardens Walmart Branch SCCU has been in business for over 70 years, has over 9 billion dollars in assets and WE ARE GROWING! Our Members are our top priority and we stand behind our Brand Promise: Honest People, Trusted Products, Time Valued. We offer a rich benefits package and career advancement opportunities. SCCU Team Member Benefits: * ONESCCU annual bonus available! * Medical, Dental & Vision Insurance * HSA (Health Savings Account) with SCCU matching contribution * SCCU Paid Term Life Insurance * Employee Assistance Program (EAP) * Paid Time Off * 401(K) Pre-Tax Savings Plan with SCCU match- 100% of the first 5% of employee contributions * Tuition Reimbursement Program SCCU Team Member financial discounts & perks (save money every month!): * Loan Discounts - Mortgage, 2nd Mortgage, Auto, Motorcycle, Boat etc. / GAP coverage at half price * Fixed low rate credit card- 5.99%, if approved * FREE Identify Theft Protection! * No fee SCCU accounts Teller/Customer Service Salary range $17.46 - $18.50 per hour depending on prior banking experience Responsibilities: Provides exceptional member service on a wide variety of deposit, loan transactions, and new account processing. Effectively assesses members' needs and makes appropriate referrals for SCCU products and services. Resolves member issues and addresses member questions accurately and in a timely manner. * Consistently demonstrates effective sales and service skills. * Consults with members regarding SCCU products and services; recommends additional products and services to meet member needs. * Periodically serves as floor manager to assess member's needs and direct them to the appropriate source ensuring maximum lobby efficiency and minimize member waiting time. * Performs all aspects of processing transactions, including deposits, withdrawals, payments, and the sale of monetary instruments in order to provide complete member service. * Balances cash, monetary instruments, and daily work to ensure member account integrity. * Services existing deposit and loan accounts in order to meet member requirements and exceed expectations. Requirements: * 6 months prior experience in customer service and cash handling Education: High School Diploma or equivalency Schedule: Full Time during Branch hours of operations: * Monday through Friday 9:30 am - 7:15 pm * Saturday's on rotation 9:30 am-3:30 pm

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wire houses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. **Responsibilities:** - Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory. - Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows. - Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals. - Presents sales activities at weekly wholesaling meetings. - Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity. - Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing. - Manages expense account within allotted budget. - Performs other duties and responsibilities as assigned. **Knowledge of:** - Fundamental concepts, principles and practices of the securities industry and asset management products. - Broker/dealer operations. **Skill in:** - Identifying the needs of customers through effective questioning and listening techniques. - Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. - Preparing and delivering clear, convincing and professional sales presentations to small and large audiences. - Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner. - Analyzing business processes and identifying process improvement opportunities. - Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets. **Ability to:** - Represent the company in a highly professional manner. - Organize, prioritize, and manage tasks and projects to complete work efficiently. - Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals. - Develop and maintain effective working relationships with team members, internal partners, and external parties. - Assimilate and prioritize strategies into operational guidelines. - Work independently as well as collaboratively within a team environment. - Establish clear directions and priorities. **Educational/Previous Experience Requirements:** - Bachelor's Degree (B.A.) in Finance or related field and a minimum two (2) years of experience in the financial services industry. ~or~ - Any equivalent combination of experience, education, and/or training approved by Human Resources. **Bilingual Requirement:** Spanish (Advanced) **Licenses/Certifications:** - SIE required provided that an exemption or grandfathering cannot be applied. - FINRA Series 7 and the ability to obtain other necessary license within sixty (60) days of hire.

The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals. **Essential Duties and Responsibilities** + Become trained and skilled to effectively and efficiently function in the Financial Advisor role: + Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches. + Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Develops a book of business consistent with AMP program goals for assets under management and required production. + Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards. + Performs other duties and responsibilities as assigned. **Knowledge of** + Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data. + Basic principles and methods for showing, promoting, and selling products or services. **Skill in** + Preparing and delivering clear, effective, and professional presentations. + Strong communication and interpersonal skills to build relationships with clients. + Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques. **Ability to** + Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection. + Accept criticism and deal calmly and effectively in high stress situations. + Effectively communicate portfolio losses while preserving client loyalty. + Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management. + Network in the community and effectively market him or herself and Raymond James. **Education/Previous Experience** + Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred. + OR ~ + An equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 & 66 required. + Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. + Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. + Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received. + Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials for client meetings. + Inputs orders and rebalances portfolios on behalf of the Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including seminars and other client-facing events. + Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. + Performs other duties and responsibilities as assigned. **Skills:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities industry. + Financial markets, products and industry regulations. + Trading terminology. + Client Relationship Management (CRM) software, or similar contact management software. + Goal planning software. + Excel, including developing spreadsheets as needed and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) + Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Analyze and research account information. + Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics sufficient to process account and transaction information. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. + Work both independently and as part of a cohesive team. + Provide a high level of customer service. **Education/Previous Experience** + High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Bilingual Requirement** + Spanish (Advanced) **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as required by state.

Space Coast Credit Union (SCCU), the largest state charted credit union in Florida, is looking for a Full Time Credit Solutions Associate I to join our ONESCCU team in our Miramar Operations Center! SCCU has been in business for over 70 years, has over 8 billion dollars in assets and WE ARE GROWING! Our Members are our top priority and we stand behind our Brand Promise: Honest People, Trusted Products, Time Valued. We offer a rich benefits package and career advancement opportunities. SCCU Team Member Benefits: * ONESCCU annual bonus available! * Medical, Dental & Vision Insurance * HSA (Health Savings Account) with SCCU matching contribution * SCCU Paid Long Term and Short Term Disability coverage * SCCU Paid Term Life Insurance * Employee Assistance Program (EAP) * Paid Time Off * 401(K) Pre-Tax Savings Plan with SCCU match- 100% of the first 5% of employee contributions * Tuition Reimbursement Program * SCCU Team Member financial discounts & perks (save money every month!) * Loan Discounts - Mortgage, 2nd Mortgage, Auto, Motorcycle, Boat etc. / GAP coverage at half price * Fixed low rate credit card- 5.99%, if approved * FREE Identify Theft Protection! * No fee SCCU accounts Salary Range: $21.63 to $22.90 per hour based on experience Credit Solutions Assoc. Responsibilities: * Provides solutions to bring past due accounts current in order to keep delinquent loans to a minimum. Works all loans to include but not limited to consumer, mortgage, and business loans. * Accepts inbound phone calls to the department, makes payment arrangements, transfers payments, and researches past due loan problems. Sends accurate loan error corrections. * Attempts telephone contact with all past due members as presented on the predictive dialer. * Provide the member with solutions such as a payment plan to bring the loan current, refinance, modification, loan extension, rewrite, short sale, deed- in-lieu or other local programs that may assist them in time of need. * Ensures that future follow-up dates are maintained on past due loans, provide maximum coverage of delinquent queue assignment, and that there are no accounts with follow-up dates in the past. * Requests Credit Cards and lines of credit to be closed when 45 days or more delinquent. * Identifies and refers potential new sales opportunities when discussing solutions with a member. * Adheres to established department and organization policies, procedures, objectives and quality standards to ensure consistent operations of the department. Credit Solutions Assoc. Requirements: * 1 to 2 years in a consumer debt collections or sales environment. * Bi-Lingual fluency English/Spanish preferred. * Experience with Vehicle and Mortgage Collections and Loss Mitigation preferred. Knowledge and experience with SCCU systems and processes may be considered toward required experience. * Demonstrated understanding of the fair debt collection practices act. * Ability to organize, prioritize and perform multiple job tasks simultaneously. * Must be able to work efficiently with Microsoft Word and Excel and internal Collections systems. * Ability to work independently with minimal supervision * Ability to carry out detailed written and oral instructions. * Ability to communicate clearly and effectively, both verbally and in writing. Schedule: Full Time during Department hours of operation. Monday - Friday 8:00AM - 7:00PM. Saturdays on rotation 9:00AM - 3:00PM.

Space Coast Credit Union (SCCU), the 3rd largest credit union in Florida, is looking for a Full Time Assistant Manager, Mortgage Underwriting to join our ONESCCU team in our Miramar Operations Center! SCCU has been in business for over 70 years, has over 9 billion dollars in assets and WE ARE GROWING! Our Members are our top priority and we stand behind our Brand Promise: Honest People, Trusted Products, Time Valued. We offer a rich benefits package and career advancement opportunities. SCCU Team Member Benefits: * ONESCCU annual bonus available * Work From Home Hybrid schedule available - Work from home up to 3 days a week! * Medical, Dental & Vision Insurance * HSA (Health Savings Account) with SCCU matching contribution * SCCU Paid Long Term and Short Term Disability coverage * SCCU Paid Term Life Insurance * Employee Assistance Program (EAP) * Paid Time Off * 401(K) Pre-Tax Savings Plan with SCCU match- 100% of the first 5% of employee contributions * Tuition Reimbursement Program SCCU Team Member financial discounts & perks (save money every month!): * Loan Discounts - Mortgage, 2nd Mortgage, Auto, Motorcycle, Boat etc. / GAP coverage at half price * Fixed low rate credit card- 5.99%, if approved * FREE Identify Theft Protection! * No fee SCCU accounts Salary Range: $46.43 - $49.18 per hour depending on prior experience in a similar role Purpose: Under the supervision of the Mortgage Underwriting Manager, leads a team of Mortgage Underwriters to meet/ exceed established service levels. Assist with leading the day-to-day functions of the Mortgage Underwriting Department according to department standards and performance goals. Ensures all contacts are provided friendly, timely, accurate information, and recognize problem resolution opportunities. Performs the duties and responsibilities of the Mortgage Underwriting Manager in the Manager's absence. Responsibilities: * Assists in overseeing the daily operations of the Mortgage Underwriting team to ensure that service levels are set appropriately and met consistently, system workflows are efficient and effective, and ensures direct reports remain current with all necessary regulation training and adherence. * Conduct initial onboarding for all new Underwriters ensuring completion of ongoing training to ensure continued effectiveness, outstanding service, and compliance. * Develops, improves, and maintains the audit performance measurement process ensuring that the primary duties of each Underwriter are measured and managed. * Ensures compliance with SCCU procedures and policies, including all applicable governmental regulations, to ensure accuracy, file integrity, and compliance. * Coordinates with IT and other relevant departments and vendors to ensure the integrity and functionality of all systems and platforms. * Assists in setting productivity and service level goals for the department. Directs the performance of the staff through effective coaching, training and performance appraisals to achieve established goals and service levels. Gather and provide effective performance feedback to team members. * Prepares accurate and timely periodic and ad-hoc reporting for Management and Leadership. * Understands the key requirements and assists with the preparation for regulatory examinations, internal audits, and completion or periodic risk assessments from external entities such as auditors, examiners, and regulators to ensure procedures are implemented and maintained to meet these requirements. * Assists in executing department projects and ensures that all projects are completed with appropriate prioritization, implementation, and education. Meets deadlines with minimal follow-up and emphasizes efficiency and effectiveness. * Recommends and implements changes to processes which maintain compliance and streamline workflows utilizing automation whenever possible. Updates training documents, policy and procedures, as well as job aids, as necessary, and communicates changes effectively. Ensures consistency at all times between documented procedures and actual processing. * Serves as an escalation point of contact to resolve loan file concerns. Properly further escalate issue (s) as appropriate. * Coordinate the Underwriting department schedule calendar to ensure optimum staffing to ensure SLA's are met. * Participate in the interviewing and selection process for new team members and performance improvement counseling for existing team members. * Manages and approves timecards and PTO requests in UKG. * Manage department invoices efficiently and accurately, ensuring timely processing and adherence to budgetary guidelines. * Maintain comprehensive knowledge of all SCCU lending criteria, guidelines, procedures, policies and processes to assist Underwriting Team Members and other lending departments effectively. Requirements: Education and Training: * High School diploma or equivalent is required Prior Experience: * 3 to 5 years prior experience as a Mortgage Underwriter or lending experience required. * Proficient in Conventional, Jumbo and Construction lending. * FHA/VA underwriting certifications required or to be obtained within first six months in the role. * Extensive knowledge of Mortgage regulatory compliance requirements. * Efficient utilization of Microsoft Word, Excel, Outlook, Publisher, Encompass LOS, applicable county & state websites. Schedule: Full Time during department hours of operation * Monday - Friday 8:00am - 7:00pm. * 1st or 2nd shifts available * Occasional Saturdays may be required 8am - 5pm

Job DescriptionBenefits: Bonus based on performance Competitive salary Dental insurance Free uniforms Health insurance Vision insurance Benefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking an experienced Automotive Estimator to join our team. In this role, you will appraise damaged vehicles and determine vehicle value. Your responsibilities will include performing physical inspections, documenting damage, and reviewing repair estimates. The ideal candidate is methodical and detail-oriented with excellent verbal and written communication skills. Responsibilities Perform physical inspections of damaged vehicles Determine the extent of damage Document repairs needed and review repair shop estimates Determine vehicle value and provide documentation Qualifications Previous experience as an Automotive Estimator is preferred Excellent written communication and negotiation skills Ability to work with little or no supervision

At Space Coast Credit Union (SCCU), our members are at the heart of everything we do. Since 1951, we've been committed to delivering financial services founded on integrity and a people-first philosophy. As a Loan Processor II in our Miramar Operations Center, You'll be the go‑to expert for ensuring smooth, accurate loan processing. In this role, you'll handle all approved loans from our Express Services team, making sure every detail is transmitted correctly and closings happen on time. Your commitment to quality service will help us exceed member expectations and support the success of our Express Sales team. Why Join SCCU? * Member-Focused Mission: Be part of a not-for-profit organization that reinvests in its members. * Hybrid and Flexible Schedule Options: Available for select positions. This position is Hybrid with 2 days per week required in office. * Career Growth: We prioritize internal promotions and offer on-the-job training. Loan Processor II Duties and Responsibilities * Prepares consumer loan applications for closing in branch and electronically, ensuring all closing documents are accurate and compliant with regulatory and credit union procedures. * Resolves member problems, obtains information, research records, follows up on details, assesses member needs timely and efficiently and reports the results to the inquiring party to develop and sustain profitable member relationship. * Provides timely response to branch questions concerning loan documents; ensures prompt response to member calls by being in the call queue; prepares corrections as necessary in order to provide branch and member support and ensure accurate loan documentation. * Supports the sales efforts of all Express sales team by providing members with appropriate product and service materials in order to enhance the overall SCCU cooperative/member relationship. * Consistently demonstrates a courteous, tactful and professional approach when dealing with members and internal customers in accordance with established customer service standards. Demonstrates concern and respect for others in all interactions and inspires their confidence and trust. * Demonstrates effective face-to-face communications, and telephone interactions, in accordance with established customer service standards. Articulates ideas, including written communications in a clear, concise manner. Loan Processor II Minimum Qualifications * 1-3 year's prior experience in a lending related field required, banking experience a plus. * High school diploma or equivalent experience required. * Bilingual English/Spanish required Loan Processor II: Compensation * Starting Compensation: $21.63 - $22.90 /hour * Bonus Opportunity: Eligible for ONE SCCU Annual Bonus SCCU Benefits * Health & Wellness: Medical, dental, and vision insurance, plus an Employee Assistance Program. * Financial Perks: 401(k) match (5%), HSA match, and SCCU-paid insurance (short/long-term disability, life insurance). * Education Support: Tuition reimbursement after one year of service. * Generous Time Off: 20+ days of PTO, birthday PTO, and 11 federal holidays. * Exclusive Discounts: Lower rates on loans, credit cards, and no fee SCCU accounts! Hours * Monday - Friday: 10:00 am - 7:00 pm * Rotating Saturdays: 9:00 a.m. - 3:00 p.m About SCCU Since 1951, Space Coast Credit Union (SCCU) has proudly served our community, growing to over 685,000 members and managing $9 billion in assets. With 67 branches spanning Florida's east coast, we are the third-largest credit union in the state. In 2025, we expanded into Orange County to better serve the growing East Orlando market. As a not-for-profit financial institution, SCCU is dedicated to putting our members first. Unlike traditional banks, we return profits to our members through better rates, lower fees, and enhanced services. While we offer the same financial products-like checking, savings, and loans-our focus remains on empowering our members and supporting their financial well-being. With local decision-making and a commitment to exceptional service, we strive to make a meaningful difference in the lives of those we serve. At SCCU, we also prioritize our team members by fostering a supportive and collaborative environment that encourages career growth and development. As we continue to grow, we are seeking talented, member-focused professionals to join our team and help deliver innovative financial solutions and outstanding service. I UNDERSTAND this application a legal document for purposes of your employment. Upon acceptance of an offer with SCCU, I UNDERSTAND that I will be required to complete background, employment verifications, and drug screening. I UNDERSTAND further that any misstatements or omissions in this application and pre-employment process can be considered falsification and will result in a decision not to hire me, or to discharge me if discovered after I am hired. I UNDERSTAND that the information requested regarding date of birth, race and sex is for the sole purpose of gathering the above information accurately, and will not be used to discriminate against me in violation of any law. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hired. SCCU is a drug-free workplace. I understand that as a condition of my employment, I will be required to submit to any testing for the presence of drugs, and to submit to any procedure to assess my qualifications for employment. If hired, I ALSO AGREE that if I am hired, my employment is for no definite time and may be terminated at any time without prior notice.

Detailed Job Description - At Space Coast Credit Union (SCCU), our members are at the heart of everything we do. Since 1951, we've been committed to delivering financial services founded on integrity and a people-first philosophy. As a Contact Center Associate in our Miramar Operations Center you will act as representative of SCCU and provides exceptional quality service for members. To assist members via telephone, fax and mail providing them with SCCU information and cross-sell SCCU products and services. This is a six month contract to hire position. We are looking for multiple candidates for first and second shift. There is a shift differential for second shift positions. Why Join SCCU? * Member-Focused Mission: Be part of a not-for-profit organization that reinvests in its members. * Career Growth: We prioritize internal promotions and offer on-the-job training. Contact Center Associate Key Responsibilities: * Receives member phone calls/faxes/mail and is able to respond to questions, inquiries and concerns promptly. Demonstrates energy and enthusiasm in satisfying member's requests. Balances member's requests with SCCU procedures. Displays ability to perform a wide range of different tasks during the course of work day, to provide fast, friendly and effective service to SCCU membership. * Resolves member problems, obtains information, researches records, follows up on details, assesses member's needs timely and efficiently and reports the results to the inquiring party. Provides creative solutions to member problems or questions. Demonstrates the ability to gain agreement or acceptance of proposed solutions to member's questions or concerns. Displays consideration to the member with problem resolution and demonstrates a willingness to turn problem calls into opportunities to sustain profitable member relationships. * Maintains a thorough and current knowledge of SCCU lending and deposit account promotions, criteria, guidelines, procedures, policies, and processes, in order to provide members with current information, and refer loans, mortgages and deposit accounts appropriately. * Meets established call volume and wait time standards to ensure efficient call handling and quality service delivery. * Cross sells and promotes SCCU products and services to potential and existing members by means of inbound members phone inquiries or outbound calling programs, to meet personal sales goals and the established productivity standards for SCCU. Contact Center Associate Requirements * 1-12 months of prior customer service experience; including 6 months in a Call Center environment. * High School Diploma or equivalency required Contact Center Associate Compensation * Starting Salary: $21.63 - $22.90/hour * Bonus Opportunity: Eligible for ONE SCCU Annual Bonus. SCCU Benefits * Health & Wellness: Medical, dental, and vision insurance, plus an Employee Assistance Program. * Financial Perks: 401(k) match (5%), HSA match, and SCCU-paid insurance (short/long-term disability, life insurance). * Education Support: Tuition reimbursement after one year of service. * Generous Time Off: 20+ days of PTO, birthday PTO, and 11 federal holidays. * Exclusive Discounts: Lower rates on loans, credit cards, and no fee SCCU accounts! Work Schedule * First Shift: Monday - Friday 8 am - 6 pm, Saturday rotation 9 am -3 pm * Second Shift: Monday - Friday 11 am - 8 pm, Every Saturday 9 am - 5 pm with a rotation day off during the week. About SCCU Since 1951, Space Coast Credit Union (SCCU) has proudly served our community, growing to over 685,000 members and managing $9 billion in assets. With 67 branches spanning Florida's east coast, we are the third-largest credit union in the state. In 2025, we expanded into Orange County to better serve the growing East Orlando market. As a not-for-profit financial institution, SCCU is dedicated to putting our members first. Unlike traditional banks, we return profits to our members through better rates, lower fees, and enhanced services. While we offer the same financial products-like checking, savings, and loans-our focus remains on empowering our members and supporting their financial well-being. With local decision-making and a commitment to exceptional service, we strive to make a meaningful difference in the lives of those we serve. At SCCU, we also prioritize our team members by fostering a supportive and collaborative environment that encourages career growth and development. As we continue to grow, we are seeking talented, member-focused professionals to join our team and help deliver innovative financial solutions and outstanding service. I UNDERSTAND this application a legal document for purposes of your employment. Upon acceptance of an offer with SCCU, I UNDERSTAND that I will be required to complete background, employment verifications, and drug screening. I UNDERSTAND further that any misstatements or omissions in this application and pre-employment process can be considered falsification and will result in a decision not to hire me, or to discharge me if discovered after I am hired. I UNDERSTAND that the information requested regarding date of birth, race and sex is for the sole purpose of gathering the above information accurately, and will not be used to discriminate against me in violation of any law. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hired. SCCU is a drug-free workplace. I understand that as a condition of my employment, I will be required to submit to any testing for the presence of drugs, and to submit to any procedure to assess my qualifications for employment. If hired, I ALSO AGREE that if I am hired, my employment is for no definite time and may be terminated at any time without prior notice.

Space Coast Credit Union (SCCU), the largest state charted credit union in Florida, is looking for an Inbound Personal Banker (Express Service Associate) to join our ONESCCU team at our Miramar Operations Center! SCCU has been in business for over 70 years, has over 9 billion dollars in assets and WE ARE GROWING! Our Members are our top priority and we stand behind our Brand Promise: Honest People, Trusted Products, Time Valued. We offer a rich benefits package and career advancement opportunities. SCCU Team Member Benefits: * ONESCCU annual bonus available! * Medical, Dental & Vision Insurance * HSA (Health Savings Account) with SCCU matching contribution * SCCU Paid Long Term and Short Term Disability coverage * SCCU Paid Term Life Insurance * Employee Assistance Program (EAP) * Paid Time Off * 401(K) Pre-Tax Savings Plan with SCCU match- 100% of the first 5% of employee contributions * Tuition Reimbursement Program after 1 year of service * Hybrid Work Schedule with 2 days in office required SCCU Team Member financial discounts & perks (save money every month!): * Loan Discounts - Mortgage, 2nd Mortgage, Auto, Motorcycle, Boat, etc. / GAP coverage at half price * Fixed low rate credit card- 5.99%, if approved * FREE Identify Theft Protection! * No fee SCCU accounts MULTIPLE OPENINGS - We are hiring for multiple Express Services Associate positions Position Summary The Inbound Personal Banker promotes SCCU's financial products by converting incoming calls from new and existing members into closed sales by providing outstanding service, product and service information, addressing concerns and guiding members to the right fit product. Inbound Personal Banker Salary Range * $24.13 - $25.56 base salary plus monthly commission. * Can earn up to 65k to 70k in the first year. Inbound Personal Banker Duties & Responsibilities * Handle incoming member phone calls, conduct loan interviews, assesses member needs, and cross sells other SCCU products and services. Provide fast, friendly, effective service to the members. * Demonstrate a positive attitude towards all members to increase satisfaction. * Opens new memberships and looks for opportunities to add-on deposit and loan products for existing members to ensure the retention and profitability of members. * Analyzes loan applications, credit bureau reports and member account data to match the member to the appropriate product or service and maximize loan and add-on product sales opportunities. * Enters the loan or new account application in the loan origination system in accordance with required data entry procedures to meet established quality standards. Monitors pipeline to follow up on pending applications, collects required documentation, and keeps members informed throughout the loan/account process. * Maintains detailed and accurate documentation in all systems of record, including appropriate notes on member interactions and follow-ups. * Maintains a thorough and current knowledge of SCCU lending and deposit account promotions, criteria, guidelines, procedures, policies, and processes, to provide members with current information. Process loans, mortgages and deposit accounts appropriately. * Meets established productivity standards to ensure efficiency. * Attendance and punctuality are essential functions of this job. * Consistently demonstrates a courteous, tactful and professional approach in dealing with members and internal customers in accordance with established member service standards. Demonstrates concern and respect for others in all interactions and inspires their confidence and trust. * Demonstrates effective face-to-face communication and telephone interactions, in accordance with established member service standards. Articulates ideas, including written communications in a clear, concise manner. * Modifies personal style or approach to adjust to changing environments and respond quickly to new situations. Considers new points of view and reorganizes project/work in order to quickly accommodate urgent tasks. * Consistently demonstrates self-motivation and independent problem-solving skills, requiring only minimal direct supervision to maximize individual productivity and efficiency and attain member satisfaction. * Proposes enhancements to work methods or procedures to improve process efficiency and/or the quality of results. * May assist from time to time with the scheduling of loan closings. * May close the member's consumer loan when business volumes are required. * Participates in regular product, system, and compliance training to maintain knowledge of changes in policies, procedures, and product offerings. Inbound Personal Banker Minimum Qualifications * Minimum 1 to 3 years prior experience in sales and customer service or consumer loan processing/interviewing. Telephone sales preferred. * High School plus additional course work gained through attendance at vocational, technical or business school or equivalent experience. * You must have the ability to obtain CUNA Mutual licensing within the first eight weeks of initial employment. The CUNA Mutual License is required for this position. * The job requires a high degree of interpersonal skills to deal with a range of complicated problem situations. Interactions involve gaining the agreement of others, active listening, clear communication, empathy, persuasion, confidence, adaptability, patience, relationship building and emotional intelligence. * Bilingual English/Spanish Preferred Hours * Must be available M - F 8:00 am - 7:00 pm, and rotating Saturdays 8:45 am - 3:00 pm

Space Coast Credit Union (SCCU), the 3rd largest credit union in Florida, is looking for a Compliance Specialist I to join our ONESCCU team at our Miramar Operations Center! SCCU has been in business for over 70 years, has over 9 billion dollars in assets and WE ARE GROWING! Our Members are our top priority and we stand behind our Brand Promise: Honest People, Trusted Products, Time Valued. We offer a rich benefits package and career advancement opportunities. SCCU Team Member Benefits: * ONESCCU annual bonus available! * Hybrid Work Schedule with 2 days in office required * Medical, Dental & Vision Insurance * HSA (Health Savings Account) with SCCU matching contribution * SCCU Paid Long Term and Short Term Disability coverage * SCCU Paid Term Life Insurance * Employee Assistance Program (EAP) * Paid Time Off * 401(K) Pre-Tax Savings Plan with SCCU match- 100% of the first 5% of employee contributions * Tuition Reimbursement Program after 1 year of service SCCU Team Member financial discounts & perks (save money every month!): * Loan Discounts - Mortgage, 2nd Mortgage, Auto, Motorcycle, Boat, etc. / GAP coverage at half price * Fixed low-rate credit card- 5.99%, if approved * FREE Identify Theft Protection! * No fee SCCU accounts Principal Duties and Responsibilities: * Assist business units with assessing enterprise-wide compliance, including assessing compliance risk management programs as well as targeted regulations and requirements, such as: Fair Lending, Home Mortgage Disclosure Act, Unfair Deceptive or Abusive Acts or Practices, Bank Secrecy Act, and the technical federal and state regulatory laws, rules, and regulations applicable to the Credit Union's business functions. * Participate in proposed changes to policies, procedures, and Credit Union training to ensure compliance with applicable laws and regulations. * Maintain relationships and effective communication with business units across the Credit Union to influence strong compliance standards and consideration of compliance risk. * Assist in the design and/or revision of forms, disclosures, notices, advertisements, and promotions to ensure compliance with applicable rules and regulations. * Review and analyze formal complaints and Member surveys to identify potential compliance concerns, trends, and areas for improvement as part of SCCU's Complaint Management Program. * Serve as a point of contact for the intake, documentation, and resolution of Member complaints, ensuring that all issues are addressed in accordance with regulatory requirements and internal policies. * Collaborate with business units to investigate complaints, determine root causes, and recommend corrective actions to mitigate compliance risk. * Monitor complaint data and survey feedback to proactively identify emerging compliance risks and report findings to management. * Maintain accurate records of complaint investigations and outcomes, and prepare regular reports summarizing complaint activity and compliance trends for management review. * Provide guidance and support to business units regarding complaint handling procedures and compliance obligations. Minimum Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum level of knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Training: High School Diploma or GED is required. Bachelor's degree in a related field or a combination of training, education, and experience is preferred. NCCO, CUCE, CRCM, or equivalent credit union or banking compliance certification preferred. Prior Experience: 1-3 years' of recent and applicable regulatory compliance experience in at least one of the following areas: enterprise-wide compliance, compliance risk management, fair lending, HMDA, and UDAAP. Minimum 1 year experience in SCCU Training, Underwriting, Processing, Servicing, or Loss Prevention Department may be considered as equivalent experience. Compliance Specialist I Hours: * Mon-Fri 8:00am - 5:00pm

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. + Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client accounts and researches client and security information using internal databases and other technologies. + For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. + Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. + Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including seminars and other client-facing events. + May enter orders at the direction of the Financial Advisor. + Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. + Performs other duties and responsibilities as assigned. **Knowledge of** + Company's working structure, policies, mission, and strategies. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities industry. + Financial markets, products and industry regulations. **Skill in** + Client Relationship Management (CRM) software, or similar contact management software. + Excel, including developing spreadsheets as needed and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) **Ability to** + Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Analyze and research account information. + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics sufficient to process account and transaction information. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. + Work both independently and as part of a cohesive team. + Provide a high level of customer service. **Education/Previous Experience** + High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Bilingual Requirement** + Spanish (Advanced)

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wire houses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. Job Description Job Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wire houses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. Responsibilities: • Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory. • Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows. • Assists with developing and implementing wholesaling business plans for the territory to deliver on sales goals. • Presents sales activities at weekly wholesaling meetings. • Maintains wholesaling activity logs and or databases to create and maintain broker profile levels and data on current and proposed sales activity. • Works closely with assigned internal wholesaler to deliver sales goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing. • Manages expense account within allotted budget. • Performs other duties and responsibilities as assigned. Knowledge of: • Fundamental concepts, principles and practices of the securities industry and asset management products. • Broker/dealer operations. Skill in: • Identifying the needs of customers through effective questioning and listening techniques. • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. • Preparing and delivering clear, convincing and professional sales presentations to small and large audiences. • Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner. • Analyzing business processes and identifying process improvement opportunities. • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets. Ability to: • Represent the company in a highly professional manner. • Organize, prioritize, and manage tasks and projects to complete work efficiently. • Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals. • Develop and maintain effective working relationships with team members, internal partners, and external parties. • Assimilate and prioritize strategies into operational guidelines. • Work independently as well as collaboratively within a team environment. • Establish clear directions and priorities. Educational/Previous Experience Requirements: • Bachelor's Degree (B.A.) in Finance or related field and a minimum two (2) years of experience in the financial services industry. ~or~ • Any equivalent combination of experience, education, and/or training approved by Human Resources. Bilingual Requirement: Spanish (Advanced) Licenses/Certifications: • SIE required provided that an exemption or grandfathering cannot be applied. • FINRA Series 7 and the ability to obtain other necessary license within sixty (60) days of hire. Education Bachelor's: Business Administration, Bachelor's: Marketing Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Up to 75% Workstyle Remote At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-JB1

Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization. Job Description Job Summary The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals. Essential Duties and Responsibilities Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives. Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seeks expertise of internal resources to identify investment opportunities and solutions for clients. Develops a book of business consistent with AMP program goals for assets under management and required production. Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards. Performs other duties and responsibilities as assigned. Knowledge of Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data. Basic principles and methods for showing, promoting, and selling products or services. Skill in Preparing and delivering clear, effective, and professional presentations. Strong communication and interpersonal skills to build relationships with clients. Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques. Ability to Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection. Accept criticism and deal calmly and effectively in high stress situations. Effectively communicate portfolio losses while preserving client loyalty. Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management. Network in the community and effectively market him or herself and Raymond James. Education/Previous Experience Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred. OR ~ An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 & 66 required. Life, Health and Variable Annuity or ability to obtain within 6 months from start of program. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 13 months to 3 years Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Space Coast Credit Union (SCCU), the 3rd largest state charted credit union in Florida, is looking for a Full Time Member Service Specialist to join our ONESCCU team in our Sunrise Branch! SCCU has been in business for over 70 years, has over 9 billion dollars in assets and WE ARE GROWING! Our Members are our top priority and we stand behind our Brand Promise: Honest People, Trusted Products, Time Valued. We offer a rich benefits package and career advancement opportunities. SCCU Team Member Benefits: * ONESCCU annual bonus available! * Medical, Dental & Vision Insurance * HSA (Health Savings Account) with SCCU matching contribution * SCCU Paid Term Life Insurance * Employee Assistance Program (EAP) * Paid Time Off * 401(K) Pre-Tax Savings Plan with SCCU match- 100% of the first 5% of employee contributions * Tuition Reimbursement Program SCCU Team Member financial discounts & perks (save money every month!): * Loan Discounts - Mortgage, 2nd Mortgage, Auto, Motorcycle, Boat etc. / GAP coverage at half price * Fixed low rate credit card- 5.99%, if approved * FREE Identify Theft Protection! * No fee SCCU accounts Teller/Customer Service Salary range $17.46 - $18.50 per hour depending on prior banking experience Responsibilities: Provides exceptional member service on a wide variety of deposit, loan transactions, and new account processing. Effectively assesses members' needs and makes appropriate referrals for SCCU products and services. Resolves member issues and addresses member questions accurately and in a timely manner. * Consistently demonstrates effective sales and service skills. * Consults with members regarding SCCU products and services; recommends additional products and services to meet member needs. * Periodically serves as floor manager to assess member's needs and direct them to the appropriate source ensuring maximum lobby efficiency and minimize member waiting time. * Performs all aspects of processing transactions, including deposits, withdrawals, payments, and the sale of monetary instruments in order to provide complete member service. * Balances cash, monetary instruments, and daily work to ensure member account integrity. * Services existing deposit and loan accounts in order to meet member requirements and exceed expectations. Requirements: * 6 months prior experience in customer service and cash handling Education: High School Diploma or equivalency Schedule: Full Time during Branch hours of operations: * Monday through Friday 8:00am - 6:00pm * Saturday's on rotation 9:00am-1:00pm

Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information. Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! Essential Duties and Responsibilities Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. Opens new client accounts and researches client and security information using internal databases and other technologies. For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with marketing efforts including seminars and other client-facing events. May enter orders at the direction of the Financial Advisor. Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. Performs other duties and responsibilities as assigned. Knowledge of Company's working structure, policies, mission, and strategies. General office practices, procedures, and methods. Investment concepts, practices and procedures used in the securities industry. Financial markets, products and industry regulations. Skill in Client Relationship Management (CRM) software, or similar contact management software. Excel, including developing spreadsheets as needed and for ongoing reporting. Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Analyze and research account information. Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Identify time sensitive items and assess competing priorities. Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Handle stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems and establish solutions in a fast paced environment. Use mathematics sufficient to process account and transaction information. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. Work both independently and as part of a cohesive team. Provide a high level of customer service. Education/Previous Experience High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Bilingual Requirement Spanish (Advanced) Education High School (HS) (Required) Work Experience General Experience - 0 to 3 months Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. + Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. + Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received. + Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials for client meetings. + Inputs orders and rebalances portfolios on behalf of the Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including seminars and other client-facing events. + Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. + Performs other duties and responsibilities as assigned. **Skills:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities industry. + Financial markets, products and industry regulations. + Trading terminology. + Client Relationship Management (CRM) software, or similar contact management software. + Goal planning software. + Excel, including developing spreadsheets as needed and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) + Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Analyze and research account information. + Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics sufficient to process account and transaction information. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. + Work both independently and as part of a cohesive team. + Provide a high level of customer service. **Education/Previous Experience** + High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Bilingual Requirement** + Spanish required **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as required by state.

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of both discretionary and non-discretionary products, model maintenance and performance tracking. + Servicing of alternative investments and foreign accounts, including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking of Financial Advisor expenses. + Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team's performance. + Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. + Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + May solicit order from clients at the direction of the Financial Advisor. + Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor. + Assists Financial Advisors with marketing efforts including seminars, mail and other client-facing events. + Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. + Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies. + Performs other duties and responsibilities as assigned. **Knowledge of:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and methods. + Advanced investment concepts, practices and procedures used in the securities industry. + Financial markets, products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management software. + Goal planning software. + Excel, including developing spreadsheets as needed and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) **Ability to:** + Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Analyze and research account information. Analyze and research account information. + Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Use mathematics sufficient to process account and transaction information. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. + Work both independently and as part of a cohesive team. + Provide a high level of customer service. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. **Education/Previous Experience** + High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Language** + Bilingual requirement- Spanish (Advanced) **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as required by state. + Ability to obtain additional securities and advisory state registrations if required by state.

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. + Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. + Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received. + Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials for client meetings. + Inputs orders and rebalances portfolios on behalf of the Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including seminars and other client-facing events. + Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. + Performs other duties and responsibilities as assigned. **Skills:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and methods. + Investment concepts, practices and procedures used in the securities industry. + Financial markets, products and industry regulations. + Trading terminology. + Client Relationship Management (CRM) software, or similar contact management software. + Goal planning software. + Excel, including developing spreadsheets as needed and for ongoing reporting. + Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) + Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Analyze and research account information. + Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. + Handle stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze problems and establish solutions in a fast paced environment. + Use mathematics sufficient to process account and transaction information. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. + Work both independently and as part of a cohesive team. + Provide a high level of customer service. **Education/Previous Experience** + High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7 required. + Series 63, 65 and/or 66 as required by state.