Trader jobs in New Smyrna Beach, FL

JobID: 210694357 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Full-time Description At Intracoastal Bank, we value professionals who know what it means to deliver exceptional service and build lasting relationships. If you've built a solid foundation in retail through years of dependable customer service, problem-solving, and teamwork, we want to help you take the next step. Your steady retail background can translate into success in a career where trust, consistency, and client care make all the difference. Intracoastal Bank is seeking a Relationship Banker to join our dynamic banking team. Over the years, we at Intracoastal Bank have established ourselves as a market leader in community banking. You will be inspired by the stability and integrity of our community bank and proud of the relationships you build that help our clients succeed. Why Intracoastal Bank? Local business and established market leader in community banking. Innovative and entrepreneurial approach to business. Diverse team of top performers. Passionate about providing exceptional service and banking solutions to our communities to help them thrive. Involved in our community. Employees are empowered to impact change. A company that invests in you! Exceptional Benefits Package! Employee Stock Ownership Program (ESOP) : Reap the rewards of company growth through this prestigious profit-sharing program. 401k Retirement Plan : Grow your future with our 401(k) and matching contributions. Professional Development : Receive tuition assistance for your professional development. Paid Time Off : 11 paid holidays, paid birthday/flex day, and minimum of 15 PTO days per year. Health Insurance : Fully paid employee-only health insurance with options to choose from. Other Insurance and Benefits : Group insurance benefits such as dental, vision, life, disability, pet insurance, legal aid, auto/home insurance, identity theft protection, other supplemental benefits, and an Employee Assistance Program (EAP). And there's more! You get a free checking and savings account and a free safety deposit box. As a Relationship Banker, you'll do more than process transactions - you'll build meaningful connections. You'll deliver personalized, courteous service while helping customers navigate their financial journey. You'll spot opportunities to connect them with the right specialists and make sure every interaction ends with confidence and satisfaction. How You'll Contribute to Our High Impact Team (aka Your Essential Duties and Responsibilities) Show up on time and ready to help our customers. Handle everyday banking tasks like deposits, withdrawals, and loan payments. Spot opportunities to connect customers with the right bank specialists or services. Use your knowledge of our products and processes to solve customer questions quickly and confidently. Share what you know about Intracoastal Bank's services - including online and mobile options - to make banking easier for our customers. Make smart, careful decisions that support our culture of safety and sound risk management. Help keep branch operations running smoothly and securely. Use our Lobby Management tools to provide great service and manage customer flow. Join in on daily team huddles to share updates and stay connected. Follow company policies and procedures to ensure great service and compliance. When a customer issue needs extra attention, pass it along to the right person so it gets handled quickly. Intracoastal Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. s assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed s are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. Requirements What You'll Need to Help Us Do Great Things Together Required Experience:· Highschool diploma or equivalent (e.g. GED). At least 12 months in financial services, sales, retail, or service industry with a proven track record. Experience being evaluated or surveyed by customers is preferred. Skills and Abilities: Cross-sell products and services. Demonstrate a high level of courtesy and efficiency with customers, exceeding expectations with servicing skills. Keen awareness of the environment, the situation, and the customer. Excellent communication skills. Learn and demonstrate a strong understanding of industry trends and how they impact customers. Attributes: Gets people and is good with people. Sensitive to and respectful of others' feelings. Emotionally aware and tuned into others. Able to handle own emotions and remain calm in situations. Exertion and Physical Requirements: Use of Hands and Fingers: For tasks like typing, writing, using a computer. Speaking/Communication: Clearly, often sharing detailed or complex information with others. Vision and Hearing: Normal for reviewing documents, using equipment, and taking part in conversations. Physical Strength: Most of the work is done while sitting, with some standing and walking. Occasionally, you may need to lift or move items weighting up to about 20 pounds. Salary Description Minimum $22 per hour

Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a mid-level Associate in the Public Finance Practice of our Orlando office. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the Am Law Global 100; the Associate will have the opportunity to work with clients, large and small, from variety of industries across the country. Job Requirements The Public Finance Group is looking for candidates with three to five years of experience. Ideal candidates should have experience in municipal finance, tax and securities law and have worked with governments as well as underwriters and banks on municipal finance transactions or equivalent experience. Candidates should possess excellent academic credentials, strong oral and written communication skills, meaningful professional experience, and the ability and desire to assume significant responsibility in a fast-paced environment. To apply, submit your resume, cover letter, law school transcript (unofficial transcript is acceptable), and a writing sample. GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.

Automotive Finance Representative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: Arrange bank financing Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs Provide customers with thorough explanation of contract, aftermarket products and extended warranties Establish and maintain strong working relationships with several financial sources, including the manufacturer Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: College degree is preferred Active Florida notary or ability to obtain Strong background in retail sales or hospitality, automotive finance experience a plus Experience offering various financial products preferred Strong CSI scores Strong history of selling AMO (After Market Options) Reliable Transportation Valid driver s license with acceptable driving record Acceptable background and drug screening Supervisory Responsibilities: None Job Type: Full-Time Benefits: 401(k) & 401(k) Matching Employee Assistance Program Health Insurance Dental Insurance Vison Insurance Life Insurance Flexible Spending Account Paid Time Off After 6 months Referral Program Associate Discount Program Schedule: Ability to work a flexible schedule Pay: Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************

Calling All Banking Relationship Managers and Premier Bankers We have an incredible new opportunity launching in both our Orlando and California markets - Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you'll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn't just a job - it's a chance to make an impact. In this role, you'll: • Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed. • Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team's performance. • Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what's best for the member. • Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You'll Bring We're looking for someone who thrives on building connections and delivering results. You'll need: • Proven experience in financial services and advising affluent clients. • Exceptional communication skills and a passion for delivering world-class service. • A leadership mindset and a desire to make a difference - not just in members' lives but within your team and community. • A Series 6 and 63 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don't just serve members - we empower them to reach their financial goals while creating meaningful relationships. Here, you'll find: • A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose. • A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others. • As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let's create something extraordinary. This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners' products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners' leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities/FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members' life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise • Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support • Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership • Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making • Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching. • Collaborate with the MEA Program Manager to implement initiatives that drive retail success. Cross-Selling and Financial Growth • Promote the credit union's objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch. • Provide regular updates to the MEA Program Manager on performance metrics related to retail growth objectives. Regulatory Compliance and Documentation • Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification - Preferred FL Notary - Preferred Medallion Signature Guarantee Certification - Preferred State L&D Insurance License - Required FINRA 63 - Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. - Required Bachelor's Degree - Preferred Experience in Episys - Preferred Experience using Springboard - Preferred Experience using Verafin - Preferred Abilities and Behaviors: • 3+ years' experience building and maintaining effective relationships with customers and Partners • 3+ years of customer service experience • 3+ years branch banking experience • Excellent member service and conflict resolution skills • Effective sales skills • Strong problem-solving skills • Clear and open communication skills • Flexible; easily adapts to change • Strong time-management, organizational skills & ability to multi-task • Responsible; takes initiative and works independently • Strong teamwork skills • Excellent verbal, written and interpersonal skills • Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo • Member Satisfaction Evaluation • Cash balancing standards • Quality Reviews - Loan / Memberships • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo) • 8-12 Insurance Units/Mo, consisting of the following three: • PLP Units/ 35% Penetration • GAP/Units / 50% Penetration • MBI Units / 10% Penetration • 5-7 Qualified Referrals/Mo consisting of the following three: • Wealth Management Referrals • Auto Advisor / Autoland Referrals • Home Mortgage Referrals • Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: • Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation. • Able / flexible to work evenings and Saturday at the convenience of the member. • Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in Florida is $51,200 to $76,800 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Middle Office I - Liquidity & Financing Platform Operations to join our Middle Office team. This role is located in Lake Mary, FL. In this role, you'll make an impact in the following ways: Multiple shift times with a 6 am & 10 am EST start time Process, monitor, research, and analyze transactions while resolving non-complex inquiries. Coordinate with internal and external stakeholders and/or clients to gather, disseminate, and resolve basic transaction information. Conduct research on non-complex transactions and straightforward data-related inquiries with guidance. Perform reconciliations to third parties (cash, asset, trade matching, and market value), analyze breaks, and resolve reconciliation breaks and failing trades. Maintain trade static data, trade enrichment, trade exception handling, and market claims. Support daily portfolio valuation processes and exception processing for breaks. Participate in monthly accounting close processes, cash projection reports, cash management support, monthly end-client statement delivery, and ad hoc reporting. Escalate complex transactions to senior team members and collaborate with a limited group of stakeholders to deliver recommendations on basic inquiries. Interact with clients to answer basic questions and resolve straightforward inquiries. Contribute to the achievement of team objectives. To be successful in this role, we're seeking the following: Bachelor's degree in finance or the equivalent combination of education and experience. 0-3 years of total relevant work experience preferred. Experience across Fixed Income Clearing Corporation (FICC) products, with knowledge of fixed income and repo/securities lending markets Practical exposure to trade lifecycle and controls for FICC and secured loans: pre‑trade checks, booking, confirmations, settlements, reconciliations, fails management Strong analytical and problem-solving skills with attention to detail. Effective communication skills to interact with internal and external stakeholders. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

KPMG Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading market tools, we make sure our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking an Associate, Financial Crimes to join our Advisory Services practice. Responsibilities: * Assist a variety of financial institutions in addressing financial crimes (such as Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Office of Foreign Assets Control (OFAC)/sanctions) matters across all three lines of defense; help Financial Crimes leaders (BSA/AML, Fraud, and Sanctions) in the financial services industry with analytical, and technology-related tasks * Provide support for financial services or financial crimes compliance initiatives at the direction of the national financial crimes; assist in the development and implementation of innovative compliance solutions that enhance the efficiency, and effectiveness of an institution's financial crime prevention efforts, setting a high standard for compliance excellence * Aid management in identifying and managing engagement risk on behalf of internal, and external stakeholders * Facilitate with engagement decisions such as work plans, timelines, budgets, project management, and resource allocation * Engage in projects to enhance compliance programs, leveraging data analytics and advanced technologies to mitigate risk, and improve processes; conduct data analytics to test and validate financial crime systems * Help with design and build of assets that leverage advanced analytical tools, including intelligent automation, as part of anti-Financial Crimes processes * Support clients with technical risk and control reviews, ensuring compliance projects are executed with precision, in accordance with the latest regulatory requirements and expectations Qualifications: * Minimum one year of recent experience in financial crimes (such as AML/OFAC/Anti-Bribery and Corruption (ABC)/Anti-Fraud) compliance, corporate intelligence or due diligence experience in the financial or professional services industries and/or with relevant banking/securities regulatory agencies * Bachelor's degree from an accredited college or university in business administration, or a related field of study * Understanding of common money laundering schemes as well as the AML and sanctions legal and regulatory environment, specifically the laws, regulations, and guidance promulgated under the Bank Secrecy Act (BSA), USA PATRIOT Act and Office of Foreign Assets Control (OFAC) * Knowledge of data analysis or database packages such as SQL, R, Python, or similar technologies * Experience examining, assessing, and/or enhancing aspects of a financial crimes; compliance program (for example, performing internal audits or compliance testing reviews, remediating identified deficiencies) preferred * Strong interpersonal skills with the ability to meet the needs of the team and business * Ability to travel as needed; must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: ********************************************************************** KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Automotive Finance Representative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: * Arrange bank financing * Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs * Provide customers with thorough explanation of contract, aftermarket products and extended warranties * Establish and maintain strong working relationships with several financial sources, including the manufacturer * Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations * Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner * Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: * College degree is preferred * Active Florida notary or ability to obtain * Strong background in retail sales or hospitality, automotive finance experience a plus * Experience offering various financial products preferred * Strong CSI scores * Strong history of selling AMO (After Market Options) * Reliable Transportation * Valid drivers license with acceptable driving record * Acceptable background and drug screening Supervisory Responsibilities: * None Job Type: * Full-Time Benefits: * 401(k) & 401(k) Matching * Employee Assistance Program * Health Insurance * Dental Insurance * Vison Insurance * Life Insurance * Flexible Spending Account * Paid Time Off After 6 months * Referral Program * Associate Discount Program Schedule: * Ability to work a flexible schedule Pay: * Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process.

Automotive Finance Representative - Holler Hyundai Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 10 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: Arrange bank financing Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs Provide customers with thorough explanation of contract, aftermarket products and extended warranties Establish and maintain strong working relationships with several financial sources, including the manufacturer Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: College degree is preferred Active Florida notary or ability to obtain Strong background in retail sales or hospitality, automotive finance experience a plus Experience offering various financial products preferred Strong CSI scores Strong history of selling AMO (After Market Options) Reliable Transportation Valid driver s license with acceptable driving record Acceptable background and drug screening Supervisory Responsibilities: None Job Type: Full-Time Benefits: 401(k) & 401(k) Matching Employee Assistance Program Health Insurance Dental Insurance Vison Insurance Life Insurance Flexible Spending Account Paid Time Off After 6 months Referral Program Associate Discount Program Schedule: Ability to work a flexible schedule Pay: Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************

Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles. Summary: The Premier Financial Representative is focused on engaging mass affluent members and expanding their membership with Teachers. The key functions of the role are managing a book of business and supporting local branches with Premier services to help drive revenue for the credit union. Education and/or Experience: * Associate degree required or a minimum of four years of related experience * Minimum three years of general work experience, customer service, call center, sales, branch banking or finance industry experience required Essential Skills: * Strong written, oral and interpersonal skills required * Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) * Proficient in CRM tools including Salesforce preferred Travel: Less than 20% of time will be spent traveling for member meetings, internal meetings/training's and high profile events. Job Responsibilities: * Build, manage and grow a book of business consisting of mass affluent members * Conduct comprehensive financial review sessions with mass affluent members to uncover their unique needs, recommend solutions and log results using a CRM tool * Build a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs * Regularly connect and build relationships with assigned branches and teammates * Generate deposit balance growth and utilize proper exception procedures to retain balances and escalate large balance fluctuations as needed * Resolve inquiries and service requests, open and service accounts within authorized limits and create activity plans and follow up on scheduled contacts * Represent the credit union in a brand ambassador capacity at various high-profile business development and internal events * Fulfill product and service needs in the branch network and make appropriate introductions to partners for products in other lines of business. * Maintain operational excellence when conducting transactions for mass affluent members * Monitor competition for best practices on mass affluent offerings and use findings to help ensure Teachers is the Best Place to Bank * Pilot initiatives that align with organizational goals in preparation for CU wide rollouts * Perform other duties as needed upon request by immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-PC1

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

Camali Services provides cutting edge Customer Relations services across multiple industries for products and services from clients of all sizes, but we specialize in the debt settlement industry. Our goal is to connect with our target audience on a one to one basis. Using our customized solutions, we have been able to successfully achieve this in an efficient and effective manner. Every day we deliver life-altering debt consolidation plans to our customers, and our staff get the benefit of seeing their customers' success stories first hand. Job Description At Camali Services , our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. Our values unite our organization and are our guiding compass. But it is our exceptional staff that bring our corporate values to life. We are passionate about delivering exceptional client service and a banking experience that promises to impress. Our free financial evaluations, financial service, budgeting and budget analysis, and debt relief services provide a compassionate and easy way for our clients to meet their financial goals. We are in need of a Finance Associate to work with prospective clients, educate them on the banking and finance services we offer, and encourage enrollment in our financial management and debt relief programs. Why you're going to love it here as a Finance Associate: Participate in fun events to help build your career while enjoying a work-life balance Leaders who support your development through coaching and learning opportunities Industry-competitive compensation packages Work in a dynamic, collaborative, progressive and highly performing team Ability to make a difference and lasting impact Ability for upward mobility within the company Frequent catered breakfasts and lunches to the office Responsibilities of the Finance Associate: Communicate with clients to learn about their banking/financial/debt needs and help them achieve their goals. Work with clients to resolve accounts where debt collection efforts have been escalated by lenders or banking institutions. Proactively take ownership of, resolve, and prevent further client debt problems. Direct sales working one on one with clients and customer. Meet with clients to understand their priorities, advise them on financial and debt management solutions, and provide a forward-looking financial & banking plan. Use your knowledge of banking, finance, debt management, debt settlement, cash management, credit, investment and wealth protection to help clients meet their goals. Gather and submit documentation for approval and payment of accounts Qualifications What we're looking for in a Finance Associate: Passionate commitment to helping our customers. Resourceful self-starter with courage and confidence to approach customers. Basic knowledge of specialized sales and business banking solutions. Digitally savvy and able to identify banking alternatives for our customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges Additional Information At Camali Services , we pride ourselves on not only our growth but the growth of our employees. We acknowledge that our company's success is directly related to the success of our employees. We provide many opportunities for our employees to reach their goals and become successful, such as customer service training, business administration seminars, marketing workshops, and so much more! For consideration for this position, reply to this advertisement with a copy of your resume. We thank all applicants for their interest in our Evaluation Specialist role; however, only those who are qualified will be contacted for an interview.

Orlando, FL Direct Hire Carterwill Search, a TempExperts company, is seeking an experienced Public Finance Associate to join our dynamic public finance team. The ideal candidate will have comprehensive experience with the State of Florida laws governing municipal finance and a thorough understanding of the federal tax aspects of municipal bond law. The firm offers competitive compensation and benefits package. Responsibilities: Provide expert legal counsel and strategic advice on municipal finance projects. Ensure compliance with State of Florida laws related to municipal finance. Manage the federal tax aspects of municipal bond law Collaborate with team members and clients to structure and execute financial transactions. Conduct thorough legal research and analysis to support public finance activities. Draft and review legal documents related to public finance. Qualifications/Experience: Juris Doctor (JD) degree from an accredited law school Active membership in the Florida Bar. Proven experience in municipal finance and federal tax aspects of municipal bond law. Strong understanding of State of Florida laws governing municipal finance. Exceptional analytical, research, and writing skills. Excellent communication and interpersonal abilities. An undergraduate background in finance or accounting is a plus. Prior experience working in a law firm or public finance environment. Relevant finance-related work experience is advantageous. Carterwill Search is an Equal Opportunity Employer.

Job DescriptionPublic Finance Associate (3-5 Years) Job Type: Full-TimeCompensation: Based on experience Direct Counsel is representing a national Am Law 100 firm in its search for a mid-level Associate to join its Public Finance Practice in Orlando. This is an excellent opportunity for a motivated attorney to take on meaningful responsibilities and work with a wide range of clients across industries and jurisdictions. About the Role: The ideal candidate will have 3 to 5 years of relevant experience in municipal finance and a strong foundation in tax and securities law. This position offers the chance to work on high-value municipal finance transactions involving government entities, underwriters, and financial institutions. Key Responsibilities: Advise public and private sector clients on municipal finance transactions. Draft legal documents related to bond offerings and financing structures. Interpret and apply federal tax and securities regulations. Collaborate with team members across offices and disciplines to execute complex deals. Support clients in all stages of the financing process, including due diligence and closing. Ideal Candidate Profile: J.D. from an accredited law school with strong academic performance. 3-5 years of experience in public finance, tax law, or securities law. Prior experience working with government agencies, underwriters, and financial institutions on municipal finance matters. Excellent verbal and written communication skills. Proven ability to manage multiple projects in a deadline-driven environment. Admission to the Florida Bar or eligibility for admission preferred. Application Requirements: Interested candidates should submit: Resume Cover Letter Law School Transcript (Unofficial Accepted) Writing Sample

SourcePro Search has a fantastic opportunity for an Associate with at least 4-years of experience in municipal finance, tax and securities law and have worked with governments as well as underwriters and banks on municipal finance transactions. Large firm experience is preferred and strong academics is required.****************************

About the Role We're looking for a results-driven Small Business Banker to build lasting relationships with businesses generating up to $5 million in annual revenue. In this role, you'll provide strategic financial solutions, deliver exceptional client service, and drive growth through deposits, loans, and treasury services. As a key member of the branch team, you'll also represent the bank in the community and collaborate with internal partners to meet client needs. What You'll Do Grow and manage a portfolio of 250+ small business clients. Proactively acquire new relationships through prospecting, networking, and outreach. Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions. Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services. Support branch operations including account opening, teller transactions, and loan support as needed. Serve as a community ambassador and leader for the bank's small business efforts. Ensure compliance with all regulatory, policy, and procedural standards. Key Responsibilities Consistently meet or exceed sales and referral goals for deposits, loans, and services. Perform financial reviews and loan pre-screens; complete cash flow analyses. Make independent overdraft pay/return decisions within assigned limits. Support the loan application and closing process; collect and review required documentation. Maintain operational integrity through proper balancing, ticketing, and risk protocols. Adhere to compliance and regulatory training, including S.A.F.E. Act requirements. Qualifications What You Bring 2-4 years of recent experience as a Small Business Banker or similar role. Solid credit background with proven ability to structure loans and analyze credit. Demonstrated success in acquiring and growing small business relationships. Ability to complete independent pre-screens and cash flow analysis. Collaborative, proactive, and goal-oriented mindset. Excellent communication and relationship management skills. SBA lending experience a plus. Education Bachelors degree in Business or Finance preferred. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Special Instructions to Candidates Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters here. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at ************ or by e-mail at ***************************.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Orlando, FL. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients. Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. * Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains proactive, timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. Serves as the quarterback for all ecosystem partners, bringing in experts based on needs identified, and ensuring an exceptional experience in every interaction. Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client needs. * Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience. * Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with Eco-system partners. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor. * Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced relationship building and conversation skills. Has advanced and progressive knowledge of business segment capabilities and offerings. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Competencies Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling. Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7, 66 (or 63 & 65) required. Life and Health Insurance required.Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate, Middle Office I - Liquidity & Financing Platform Operations to join our Middle Office team. This role is located in Lake Mary, FL. In this role, you'll make an impact in the following ways: Multiple shift times with a 6 am & 10 am EST start time Process, monitor, research, and analyze transactions while resolving non-complex inquiries. Coordinate with internal and external stakeholders and/or clients to gather, disseminate, and resolve basic transaction information. Conduct research on non-complex transactions and straightforward data-related inquiries with guidance. Perform reconciliations to third parties (cash, asset, trade matching, and market value), analyze breaks, and resolve reconciliation breaks and failing trades. Maintain trade static data, trade enrichment, trade exception handling, and market claims. Support daily portfolio valuation processes and exception processing for breaks. Participate in monthly accounting close processes, cash projection reports, cash management support, monthly end-client statement delivery, and ad hoc reporting. Escalate complex transactions to senior team members and collaborate with a limited group of stakeholders to deliver recommendations on basic inquiries. Interact with clients to answer basic questions and resolve straightforward inquiries. Contribute to the achievement of team objectives. To be successful in this role, we're seeking the following: Bachelor's degree in finance or the equivalent combination of education and experience. 0-3 years of total relevant work experience preferred. Experience across Fixed Income Clearing Corporation (FICC) products, with knowledge of fixed income and repo/securities lending markets Practical exposure to trade lifecycle and controls for FICC and secured loans: pre‑trade checks, booking, confirmations, settlements, reconciliations, fails management Strong analytical and problem-solving skills with attention to detail. Effective communication skills to interact with internal and external stakeholders. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.