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  • SBA Banker III

    Seacoast National Bank 4.9company rating

    Trader job in Orlando, FL

    The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $51k-96k yearly est. 2d ago
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  • Private Client Banker - Isleworth - Windermere, FL

    Jpmorganchase 4.8company rating

    Trader job in Windermere, FL

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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 Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. 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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience in cultivating relationships with affluent clients. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
    $59k-123k yearly est. Auto-Apply 23d ago
  • Public Finance - Mid-Level Associate

    Greenberg Traurig 4.9company rating

    Trader job in Orlando, FL

    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.
    $91k-127k yearly est. Auto-Apply 60d+ ago
  • Automotive Finance Representative

    Automotive Services Network 3.4company rating

    Trader job in Winter Park, FL

    Job DescriptionAutomotive 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. ********************************************************************************************
    $40k-68k yearly est. 3d ago
  • Automotive Finance Representative

    Holler Hyundai/Genesis North Orlando

    Trader job in Winter Park, FL

    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 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. ********************************************************************************************
    $28k-52k yearly est. 25d ago
  • Automotive Finance Representative

    Driver's Mart

    Trader job in Winter Park, FL

    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.
    $28k-52k yearly est. 60d+ ago
  • Private Client Banker - Corner Lakes - Orlando, FL

    JPMC

    Trader job in Orlando, FL

    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: **************************************************************************
    $33k-70k yearly est. Auto-Apply 60d+ ago
  • Finance Associate

    Camali Services

    Trader job in Orlando, FL

    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.
    $36k-65k yearly est. 1d ago
  • Public Finance Associate Attorney(35 Years) - Orlando

    Direct Counsel

    Trader job in Orlando, FL

    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
    $36k-65k yearly est. 7d ago
  • Public Finance Associate

    Carterwill Search

    Trader job in Orlando, FL

    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.
    $36k-65k yearly est. 34d ago
  • Small Business Banker- Orlando, FL

    Southstate Bank

    Trader job in Orlando, FL

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Small Business Banker is an integral part of the Consumer and Small Business Banking Team and works within the Retail Area Management team to serve the needs of the small businesses in his/her market. This position is responsible for serving existing and prospective small business relationships (business and personal banking needs) by originating loans, gathering deposits and cross-selling bank products to small business customers. ESSENTIAL FUNCTIONS Enthusiastically conducts prospecting and business development activities in the community to seek small business loan, deposit and banking service opportunities while maintaining World Class Service to existing Small Business Relationships. Builds relationships with prospects and existing customers through on-site and off-site meetings and outbound calling. Develops and utilizes COI network to enhance the Bank's image and reputation in the marketplace and generate new business Focuses solely on those customers and prospects who fit Business Lending Express Group (BLE) eligibility, generally operating companies with Gross Annual Revenues up to $5,000,000. Develops and maintains strong professional and referral relationships with other line of business partners to maintain a strong understanding of all products and services available to our customers. Interviews prospective applicants, collects and reviews application and financial data to determine the general creditworthiness of the prospect and the merits of the specific loan request. Act as a liaison between the Small Business underwriting and processing team(s) and the client, efficiently gathering the answers to questions and collecting any additional documentation required. Advises customers, where possible, concerning business management and financial matters. Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities. Maintains loan and deposit portfolio of clients, manages all reaffirmations and loan renewals within the portfolio that are BLE eligible. Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, and all State and Federal regulations. Continuously updates skills by participating in professional training. Seeks opportunities to improve skills through training offered by the Bank. Performs other specifically assigned duties as directed by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process. Must be able to work at a faster than average pace and able to multi-task. Must be a self-starter and able to work independently. Must be able to make sound decisions, can recognize potential problems and take corrective action. Must be able to maintain confidentiality of customer and employee information. Must be well-organized, accurate, and attentive to detail. Qualifications, Education, and Certification Requirements Education: Bachelor's Degree in business or finance is recommended, or equivalent work experience in related field. Experience: 5+ years of banking and lending experience required Knowledge: Extensive knowledge of Bank products, services, procedures, and practices. Strong knowledge of personal computers and Microsoft Office. Basic knowledge of bank operating systems. TRAINING REQUIREMENTS/CLASSES Required annual compliance training, New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is assigned to a private office but is expected to regularly work outside the office for customer meetings and community events. The position is located inside a cooled and heated facility. TRAVEL Yes. Must be willing to travel for meetings and classes. Work Location: 20 N Orange Ave, Suite 1303 Orlando, Florida 32801 Equal Opportunity Employer, including disabled/veterans.
    $43k-78k yearly est. Auto-Apply 25d ago
  • Small Business Banker- Orlando, FL

    South State Bank

    Trader job in Orlando, FL

    The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Small Business Banker is an integral part of the Consumer and Small Business Banking Team and works within the Retail Area Management team to serve the needs of the small businesses in his/her market. This position is responsible for serving existing and prospective small business relationships (business and personal banking needs) by originating loans, gathering deposits and cross-selling bank products to small business customers. ESSENTIAL FUNCTIONS * Enthusiastically conducts prospecting and business development activities in the community to seek small business loan, deposit and banking service opportunities while maintaining World Class Service to existing Small Business Relationships. * Builds relationships with prospects and existing customers through on-site and off-site meetings and outbound calling. * Develops and utilizes COI network to enhance the Bank's image and reputation in the marketplace and generate new business * Focuses solely on those customers and prospects who fit Business Lending Express Group (BLE) eligibility, generally operating companies with Gross Annual Revenues up to $5,000,000. * Develops and maintains strong professional and referral relationships with other line of business partners to maintain a strong understanding of all products and services available to our customers. * Interviews prospective applicants, collects and reviews application and financial data to determine the general creditworthiness of the prospect and the merits of the specific loan request. * Act as a liaison between the Small Business underwriting and processing team(s) and the client, efficiently gathering the answers to questions and collecting any additional documentation required. * Advises customers, where possible, concerning business management and financial matters. * Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities. * Maintains loan and deposit portfolio of clients, manages all reaffirmations and loan renewals within the portfolio that are BLE eligible. * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, and all State and Federal regulations. * Continuously updates skills by participating in professional training. * Seeks opportunities to improve skills through training offered by the Bank. * Performs other specifically assigned duties as directed by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES * Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process. * Must be able to work at a faster than average pace and able to multi-task. * Must be a self-starter and able to work independently. * Must be able to make sound decisions, can recognize potential problems and take corrective action. * Must be able to maintain confidentiality of customer and employee information. * Must be well-organized, accurate, and attentive to detail. Qualifications, Education, and Certification Requirements * Education: Bachelor's Degree in business or finance is recommended, or equivalent work experience in related field. * Experience: 5+ years of banking and lending experience required * Knowledge: Extensive knowledge of Bank products, services, procedures, and practices. Strong knowledge of personal computers and Microsoft Office. Basic knowledge of bank operating systems. TRAINING REQUIREMENTS/CLASSES Required annual compliance training, New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is assigned to a private office but is expected to regularly work outside the office for customer meetings and community events. The position is located inside a cooled and heated facility. TRAVEL Yes. Must be willing to travel for meetings and classes. Work Location: 20 N Orange Ave, Suite 1303 Orlando, Florida 32801 Equal Opportunity Employer, including disabled/veterans.
    $43k-78k yearly est. 29d ago
  • Financial Representative

    Orlando 4.0company rating

    Trader job in Orlando, FL

    We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
    $30k-36k yearly est. 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Craig Martin-State Farm Agent

    Trader job in Winter Garden, FL

    Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Were a State Farm Chairmans Circle and Ambassador for Life office, recognized for our commitment to excellence and service. Our team proudly gives back to the community through events like Pizza Fridays, toy drives for homeless children with Matthews Hope Ministry, and other impactful initiatives. With a vibrant team of 9 professionals and over 100 years of combined insurance experience, we foster a supportive, collaborative, and energetic work environment. Be part of a team that values hard work, celebrates success, and gives back to the community. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Craig Martin - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Use your knowledge of State Farm insurance products to recommend, explain and sell policies to both cold and warm leads. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must currently hold their Florida 215 license. Must currently hold Series 6/63/65 or SIE license. Must be able to obtain other relevant financial service licenses. Proven experience working as a financial services representative preferred. Sound knowledge of financial legislation. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $25k-39k yearly est. 18d ago
  • Financial Services Representative - State Farm Agent Team Member

    Blake Price-State Farm Agent

    Trader job in Winter Garden, FL

    Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Blake Price - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Prior financial services experience preferred. Analytical and communication skills. Ability to make presentations to potential customers. Series 6/63/65 or 7 licenses preferred (must be able to obtain).
    $25k-39k yearly est. 7d ago
  • Personal Banker - Space Coast North

    W.F. Young 3.5company rating

    Trader job in Merritt Island, FL

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 201 Barton Blvd., ROCKLEDGE, FL 32955-2705 7801 N Atlantic Ave., CAPE CANAVERAL, FL 32920 100 S Sykes Creek Pkwy., MERRITT ISLAND, FL 32952-3512 1350 N Courtenay Pkwy., MERRITT ISLAND, FL 32953-4425 834 N Cocoa Blvd., COCOA, FL 32922-7511 1775 N Atlantic Ave., COCOA BEACH, FL 32931-3285 802 Cheney Hwy., TITUSVILLE, FL 32780 Posting End Date: 26 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $28k-32k yearly est. Auto-Apply 9d ago
  • Automotive Finance Representative

    Automotive Services Network 3.4company rating

    Trader job in Winter Park, FL

    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. ********************************************************************************************
    $40k-68k yearly est. 60d+ ago
  • Private Client Banker - Daytona Beach Shores - Daytona Beach Shores, FL

    JPMC

    Trader job in Daytona Beach Shores, FL

    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: **************************************************************************
    $33k-69k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - Waterford Lakes - Orlando, FL

    Jpmorganchase 4.8company rating

    Trader job in Orlando, FL

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
    $30k-40k yearly est. Auto-Apply 7d ago
  • Private Client Banker - Isleworth - Windermere, FL

    JPMC

    Trader job in Windermere, FL

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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 Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. 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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience in cultivating relationships with affluent clients. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
    $33k-70k yearly est. Auto-Apply 60d+ ago

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How much does a trader earn in Port Saint John, FL?

The average trader in Port Saint John, FL earns between $42,000 and $118,000 annually. This compares to the national average trader range of $56,000 to $144,000.

Average trader salary in Port Saint John, FL

$70,000
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