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VyStar Credit Union jobs in Orlando, FL

- 52 jobs
  • Bilingual Relationship Specialist I (Location: Winter Park, FL)

    Vystar Credit Union 4.5company rating

    Vystar Credit Union job in Winter Park, FL

    At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union's value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. ****Must be fluent in English and Spanish**** ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar's Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union's products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate's degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client's or member's needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $41k-45k yearly est. Auto-Apply 18d ago
  • Mortgage Loan Officer

    Vystar Credit Union 4.5company rating

    Vystar Credit Union job in Orlando, FL

    At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Mortgage Loan OfficerACCOUNTABILITY STATEMENT The incumbent is responsible for originating residential first mortgage and equity loans and participates in related business development activities. The incumbent ensures that members receive quality mortgage loan origination servicing in accordance with VyStar mortgage lending policies, practices and procedures. The incumbent counsels members and obtains the information needed to evaluate credit applications. ESSENTIAL JOB FUNCTIONS Originates residential mortgage loans and solicits residential first mortgages and equity loans through contacts with realtors, builders, developers and personal referrals. Provide quality service to members and potential members seeking residential mortgage loans. Interview applicants to develop information concerning their financial needs, desires and earnings to assist in determining whether the loan will be an acceptable credit risk. Obtain and analyze pertinent financial and credit data. Enters data into the point of sale origination software to complete the loan application. Discusses application with member, counsels and answers member questions concerning mortgage loan programs. Requests any additional information required to complete the loan application package prior to submission for processing. Generally provides the required three day disclosures along with other pertinent mortgage disclosures to the member electronically however, may be required to provide them in paper form should the member decline to accept them electronically. Maintain communication with processor regarding progress of each mortgage loan file and communicate status and information to member. Acts as main point of contact for information and guidance for member. Documents communication with the member and/or other interested parties in the loan transaction in the mortgage origination software application. Assists the assigned mortgage loan processor and closer to obtain documentation to ensure a smooth mortgage loan process. Proactively communicates status of loan throughout the loan process. Makes a concerted effort to attend the mortgage loan closing with the member. Reviews monthly production reports with the Mortgage Loan Officer Managerto ensure goals are being met. Cross sells other credit union services. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors and to provide support and feedback to employees assigned to the processing unit to consistently practice and demonstrate. Consistently adheres to VyStar core values and Code of Ethics and acts in accordance with corporate defined values and ethics. Consistently demonstrates VyStar Excellence with providing service to the membership, credit union employees, and third party vendors. Responsible for understanding mortgage department goals as well as Credit Union goals and pro-actively works toward attainment of those goals. Identify and make recommendations to department Mortgage Origination Management regarding process improvements, quality service and increased efficiencies within the department. Performs other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job: • Focus Focus your full attention by carefully listening to and observing client or member. • Connect Consistently be friendly and approachable. Demonstrate your care. • Understand Listen empathetically and ask questions (70%/30% rule). • Counsel Recommend solutions based on your member's needs and objectives. • Advance Ensure that member's expectations were exceeded. Verify necessary follow-up actions. KNOWLEDGE, SKILLS & ABILITIES The incumbent must have a minimum of two years prior experience in the mortgage industry preferably as a mortgage loan officer or mortgage loan interviewer in a direct member contact capacity with a financial or mortgage lending institution. Incumbent should have a proven production and proven track record in heavy customer contact. Must be self-disciplined and goal oriented worker with a demonstrated ability to work independently. Superior communication skills are required. Equipment to be used in the daily performance of job duties include mortgage payment calculator, PC, and copy machine is required. Must be able to work independently on a very professional level. Familiarity with conventional, VA, FHA, and equity loan financing as well as the knowledge of all regulations governing mortgage lending is required. Must be well versed in private mortgage insurance and secondary market lending guidelines. Assuming the above prior experience, an incumbent selected for this position should be fully functional and producing consistently in this position within six months. EDUCATION The minimum formal education required is a high school diploma or its equivalent, however a two-year college degree or higher is preferred. The employee must meet and maintain all the requirements as a registered mortgage loan originator employed by a Federally regulated Institution with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee must comply with all provisions of the Act as defined in the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act) and credit union S.A.F.E. Act Procedures. The successful candidate for this job must have excellent communication skills and should have the ability to interface effectively with members, realtors, builders and potential clients to ensure smooth work flow and provide efficient service to members while staying abreast of changing policies and procedures. Continuing education via local conferences and workshops and membership in affiliated mortgage banking associations should be established as time and resources allow for updates on federal regulations and secondary market requirements. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described here are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or negligible amount of force constantly to lift, carry, push, pull, or otherwise move objects. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $47k-51k yearly est. Auto-Apply 60d+ ago
  • Credit Solutions Associate I -Melbourne

    Space Coast Credit Union 4.3company rating

    Melbourne, FL job

    At Space Coast Credit Union (SCCU), our members are at the heart of everything we do. Since 1951, we've been committed to delivering financial services founded on integrity and a people-first philosophy. As a Credit Solutions Associate in our Miramar Operations Center, you will empower members with knowledge and provides options to bring their past due accounts current in order to preserve and safeguard the credit union from unnecessary loss. Acts as a representative of SCCU, by providing quality service for our members. Why Join SCCU? * Member-Focused Mission: Be part of a not-for-profit organization that reinvests in its members. * Flexible Schedule Options: This position is Hybrid with 2 days per week required in office. * Career Growth: We prioritize internal promotions and offer on-the-job training. Credit Solutions Associate Key Responsibilities * Provides solutions which will bring past due accounts current, excluding legal and bankrupt accounts, in order to keep delinquent loans to a minimum. Works all loans to include but not limited to consumer, mortgage, and business loans. * Accepts all inbound phone calls to the department, makes payment arrangements, transfers payments, and researches past due loan problems. Sends accurate loan error corrections to the Loan Servicing Department. * Attempts telephone contact with all past due members (including all co-makers) as presented on the predictive dialer. * Provide the member with solutions to delinquency such as a payment plan to bring the loan current, refinance, modification, loan extension, rewrite, short sale, deed- in-lieu or other local programs that may assist them in bringing their loan current during their time of need. * Send letters to all member(s) within established department guidelines. * Ensures that all work (i.e., phone calls, promises to pay, updates, etc.) is thoroughly documented, using correct action and response codes on the day the action occurs, to maintain accurate records on past due accounts. Credit Solutions Associate Requirements * 1 to 2 years in a consumer debt collections or sales environment. Experience with Vehicle and Mortgage Collections and Loss Mitigation preferred * High School Diploma or equivalency required Credit Solutions Associate Compensation * Starting Salary: $21.63 - $22.90/hour * Bonus Opportunity: Eligible for ONE SCCU Annual Bonus. SCCU Benefits * Health & Wellness: Medical, dental, and vision insurance, plus an Employee Assistance Program. * Financial Perks: 401(k) match (5%), HSA match, and SCCU-paid insurance (short/long-term disability, life insurance). * Education Support: Tuition reimbursement after one year of service. * Generous Time Off: 20+ days of PTO, birthday PTO, and 11 federal holidays. * Exclusive Discounts: Lower rates on loans, credit cards, and no fee SCCU accounts! Work Schedule: * Monday - Friday 8:00AM - 7:00PM. Saturdays on rotation 9:00AM - 3:00PM. About SCCU Since 1951, Space Coast Credit Union (SCCU) has proudly served our community, growing to over 685,000 members and managing $9 billion in assets. With 67 branches spanning Florida's east coast, we are the third-largest credit union in the state. In 2025, we expanded into Orange County to better serve the growing East Orlando market. As a not-for-profit financial institution, SCCU is dedicated to putting our members first. Unlike traditional banks, we return profits to our members through better rates, lower fees, and enhanced services. While we offer the same financial products-like checking, savings, and loans-our focus remains on empowering our members and supporting their financial well-being. With local decision-making and a commitment to exceptional service, we strive to make a meaningful difference in the lives of those we serve. At SCCU, we also prioritize our team members by fostering a supportive and collaborative environment that encourages career growth and development. As we continue to grow, we are seeking talented, member-focused professionals to join our team and help deliver innovative financial solutions and outstanding service. I UNDERSTAND this application a legal document for purposes of your employment. Upon acceptance of an offer with SCCU, I UNDERSTAND that I will be required to complete background, employment verifications, and drug screening. I UNDERSTAND further that any misstatements or omissions in this application and pre-employment process can be considered falsification and will result in a decision not to hire me, or to discharge me if discovered after I am hired. I UNDERSTAND that the information requested regarding date of birth, race and sex is for the sole purpose of gathering the above information accurately, and will not be used to discriminate against me in violation of any law. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hired. SCCU is a drug-free workplace. I understand that as a condition of my employment, I will be required to submit to any testing for the presence of drugs, and to submit to any procedure to assess my qualifications for employment. If hired, I ALSO AGREE that if I am hired, my employment is for no definite time and may be terminated at any time without prior notice.
    $21.6-22.9 hourly 41d ago
  • Mgr, Retail Enablement

    Partners Federal Credit Union 3.9company rating

    Orlando, FL job

    ** We are currently hiring for one position that may be based out of either our Florida or California office locations. While we are considering candidates from both coasts, only one role will be filled.** Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Retail Enablement Manager plays a critical role in activating, supporting, and optimizing the performance of our retail teams. This role is responsible for building the bridge between strategic initiatives and frontline execution-ensuring that retail employees are equipped with the right tools, training, messaging, and mindset to deliver exceptional member experiences and achieve key business objectives. By aligning people, processes, and promotions, the Retail Enablement Leader drives consistency, clarity, and confidence across all locations. This individual partners closely with Marketing, Learning & Development, Product, and Retail Leadership to streamline the flow of information, reduce friction in the field, and ensure every campaign, product rollout, or experience enhancement is successfully adopted and delivered with excellence. From in-branch playbooks and job aids to training support and performance insights, the Retail Enablement Leader ensures frontline teams are not just aware-but prepared, engaged, and energized to act. Ultimately, this role fuels member satisfaction, campaign conversion, employee effectiveness, and brand consistency at every touchpoint. Essential Responsibilities: Lead the end-to-end enablement of retail initiatives by coordinating communication, tools, and training that drive campaign execution and frontline readiness. Ensure retail employees are equipped with timely, accurate, and actionable information to support member interactions, product launches, and promotional offers. Serve as the strategic liaison between Retail, Marketing, Product, and Learning teams to align messaging, simplify execution, and drive operational consistency. Develop and maintain retail playbooks, job aids, and enablement materials to support day-to-day performance and in-branch excellence. Measure and report on campaign adoption and frontline engagement to identify gaps, optimize messaging, and improve enablement impact. Champion feedback loops from retail teams to inform continuous improvement of enablement •strategies, tools, and resources. Support onboarding and ongoing development efforts for retail staff by ensuring alignment of •learning content with enablement priorities. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: Bachelor's Degree Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 5 to 7 years Specific Experience Required: 5+ years of experience in retail operations, sales enablement, field communications, or frontline training, preferably in a multi-location or distributed environment. Proven track record of activating retail teams around new campaigns, product launches, or operational changes-with measurable impact on engagement or performance. Experience collaborating cross-functionally with Marketing, Learning & Development, Product, and Retail Leadership teams to align and implement enablement strategies. Strong background in content development and communication planning for field teams (e.g., job aids, playbooks, toolkits, or field briefs). Experience analyzing campaign performance, adoption metrics, or frontline feedback to inform future enablement approaches. Background in financial services, credit unions, or highly regulated industries is preferred but not required. Exposure to learning management systems (LMS), communication platforms (e.g., Teams, SharePoint), and performance dashboards or enablement tools is highly beneficial Other Training, Technical Skills, or Knowledge Required: Strong proficiency in Symitar, Xperience, Springboard, and AI-driven support systems like Eli. Advanced knowledge of contact center operations, workforce management, and call routing technologies. Working knowledge of federal regulations related to banking and lending services. Other Measurable Abilities Required: Exceptional leadership, communication, and problem-solving skills. Ability to manage multiple priorities in a fast-paced and dynamic environment. Demonstrated experience in coaching employees, driving performance, and handling escalated issues. Responsible; Flexible; detail- and goal- oriented Shift Work: Shift work including weekends consists of hours outside of an 8-5 schedule to cover the hours of operation. Discretion/Latitude: Operates with significant autonomy while aligning with executive leadership directives. Makes key business decisions impacting member service, employee performance, and operational effectiveness. Supervisory Scope: Direct Reports: 1-10 The Retail Enablement Leader may not have direct reports initially but is expected to lead through influence and cross-functional collaboration. This role provides indirect leadership to retail teams by driving alignment between corporate initiatives and frontline execution, and may oversee contract or project-based contributors (e.g., content developers, trainers, or field testers) as needed. The position collaborates closely with Retail Leadership, Learning & Development, Marketing, and Product teams, and is accountable for influencing how enablement strategies are adopted and sustained across all retail locations. As the program scales, the role may expand to include direct supervisory responsibility for Enablement Specialists or Coordinators. Physical Demands & Environmental/Working Conditions: This position is performed in a traditional office or contact center setting, with no expected adverse environmental conditions. Requires prolonged sitting and computer work. Ability to adjust or move objects up to 15 pounds. Strong verbal communication skills for coaching employees and handling escalated issues Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job. The hiring range for this position in Florida is $94,320 to $141,480 per year and in California is $106,560 to $159,840. 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.
    $37k-42k yearly est. Auto-Apply 20d ago
  • Member Education & Development Advocate II

    Partners Federal Credit Union 3.9company rating

    Orlando, FL job

    Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Education and Development team plays a pivotal role in driving the Credit Union's growth and engagement strategies by executing targeted business development, marketing, and financial education initiatives. The ideal candidate will possess a proven track record in consultative sales, relationship management, and business development, with an ability to forge long-term strategic partnerships within our sponsor organization, The Walt Disney Company. This role will contribute to the Credit Union's strategic objectives by promoting financial wellbeing through engaging events, workshops, and personalized member interactions. As a Member Education & Development Advocate (MEDA), this role plays an integral part in growing the Credit Union's presence within some of the world's most iconic entertainment organizations. This is a high-visibility, impactful role requiring the knowledge and skills to drive business growth and brand awareness. The person fulfilling this role is required to operate in a dynamic, fast-paced environment and build impactful relationships that have long-lasting effects on the Credit Union's ability to serve its members. This role is an excellent fit for a dynamic, self-driven individual who enjoys networking, educating, and contributing to the growth of a community-focused organization. Principal Responsibilities: Represent the Credit Union at Sponsor and Community Events: Take charge of the marketing and day-of execution for key Partner-Sponsored Resource Fairs, and table activations, ensuring the Credit Union's presence is impactful and engaging. You'll interact with existing and prospective members to increase brand awareness, drive membership growth, and foster long-term loyalty. You'll also handle logistics before and after events to ensure flawless execution. Lead and Represent at Signature Events: Serve as the Credit Union's representative at Expos, Safety & Wellness Fairs, Cast Appreciation Activities, and other key Disney partner events. Your role is to promote Credit Union services, engage with members, and create meaningful touchpoints that drive engagement and membership growth. Strategic Collaboration to Drive Product Awareness & Growth to Affluent Markets: Collaborate with cross-functional teams, including Wealth Management and Home Mortgage, to craft tailored events and workshops designed to promote specific products and services. You will actively promote these initiatives within the market area to enhance Credit Union objectives and create a lasting impact on the members you interact with. Track Business Development Metrics: Track and report on all business development and educational activities, using data to analyze outcomes and identify areas for future growth. Reporting should be completed promptly (within 24 hours of event activation) to maintain the accuracy of performance metrics. Ensure High-Quality Brand Representation: Collaborate with the Marketing team to maintain consistency in branding and messaging across all events. You will ensure marketing materials meet the highest standards and are delivered in a timely manner for each event. Product Knowledge and Promotion: Possess and continually enhance your understanding of the Credit Union's full range of products and services. Use your consultative sales skills to educate and encourage both cast members and potential members to take advantage of offerings that align with their financial needs. Drive awareness and usage of digital channels and branch services. Referral Process Management: Post-event, you will ensure all leads and referrals are promptly passed to the appropriate teams, such as PRWM, PHM, and Digital Teams, for follow-up within 24-48 hours. Your attention to detail will ensure smooth transition and follow-through on opportunities. Marketing Materials Management: Work with the Marketing team to edit and update event promotional materials such as flyers and digital assets. Ensure that materials are requested in a timely manner, with all marketing communications completed well in advance (at least 1 month prior to activation). Elevate Relationship Building and Advocacy: Establish and nurture deep relationships with key contacts within sponsor organizations and the broader community, cultivating influential advocates for the Credit Union's brand. Your strategic networking efforts will ensure that the Credit Union is top-of-mind for both members and potential members. Manage CRM to Track Member Engagement: Utilize a CRM system to capture key data from networking visits and interactions. You will maintain up-to-date information about new contacts, locations, and future follow-up schedules to ensure no opportunity for relationship-building is missed. Timely follow-ups will be key to building lasting partnerships. Facilitate Pathway Educational Workshops: Lead engaging and informative financial education workshops aimed at increasing engagement and profitability for the Credit Union. You will educate members on financial literacy topics such as building generational wealth, and the home buying journey by providing the tools necessary to achieve financial stability and growth. Provide 1:1 Financial Counseling Sessions: Host personalized financial counseling appointments for members, assisting them with tailored solutions in areas like credit building, budgeting, debt management, and overall financial wellness. Sessions can be held in person or virtually, offering flexibility for members. Engage New Hires and Create Awareness: Represent the Credit Union at new hire orientations by delivering compelling presentations on Credit Union products, services, and membership benefits. Promote branch locations and digital platforms to ensure new employees are aware of all available offerings from day one. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Specific Experience Required: ·Must have Financial Counselor Certification (May be hired without certification but will be required to become certified as a part of the job.) Other Training, Technical Skills, or Knowledge Required: Proficiency in Microsoft Platforms Abilities and Behaviors: Demonstrated experience in sales or relationship management, with the ability to engage with individuals at various levels of an organization to understand their needs and deliver tailored solutions. An entrepreneurial, self-starter mindset is essential, with the ability to work independently and strategically to drive business growth and long-term member retention. Exceptional networking and relationship-building skills, with the ability to cultivate deep partnerships across diverse community and business sectors. Strong interpersonal and communication skills, with the ability to build rapport, foster relationships, and represent the Credit Union professionally in all interactions. A background in financial education, financial institutions, or a related field is preferred. You must have a passion for helping others achieve financial wellness and be comfortable leading both group sessions and one-on-one counseling. Excellent time management skills with the ability to juggle multiple tasks and deadlines. Ensure all event logistics, reporting, and follow-up are handled efficiently and accurately. Willingness to routinely approach individuals you do not know. Demonstrated history of initiative. Strong verbal and written communication skills Ability to stay and stand at a table/event for extended periods of time Demonstrated experience in a proactive face-to-face sales environment Knowledge and understanding of Credit Union products and services Demonstrated follow-through skills Strong verbal, interpersonal and listening skills Attention to detail Proven experience in business development, event facilitation, or a similar role. Skills: Consultative Sales Business development and relationship building Workshop facilitation and public speaking Financial counseling and education Event planning and coordination Marketing and promotional skills Strong interpersonal and communication skills Data analysis and reporting. Physical Demands & Environmental/Working Conditions: Frequent lifting of up to 25 pounds and occasional lifting of up to 50 pounds. Required to stand for extended periods of time Frequent outdoor shifts. May be required to work nights and weekends Disclaimer: The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in Florida is $56,800 to $85,200 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. #li-hybrid Powered by JazzHR c7f5avaopb
    $30k-35k yearly est. 12d ago
  • Deposit Product Coordinator

    First Horizon Bank 3.9company rating

    Orlando, FL job

    **Location** : Onsite listed in Memphis, TN, Nashville, TN, Knoxville, TN, Charlotte, NC, Raleigh, NC, Miami, FL, Orlando, FL, Birmingham, AL, New Orleans, LA, Baton Rouge, LA, Lafayette, LA, or Houston, TX The Product Coordinator is responsible for the implementation, on-going enhancement, and analysis of retail and small business deposit products to achieve corporate objectives within the retail and small business line of business. The coordinator will also participate in merger related activities as it relates to the mapping, operational conversion, training, and client communication of deposit products. **ESSENTIAL DUTIES AND RESPONSIBILITIES** - Works with product team to research, identify, and implement appropriate products sales strategies to identify opportunities for meeting goals - Coordinates the development of management reporting - Creates and conducts product and campaign training as needed - Manages revisions to team documents such as pricing materials, product matrices and others; analyzes and communicates product trends, as assigned, through the use of dashboards or tracking reports; helps prepare product management presentations; and assists with various administrative duties, including the investigation and resolution of product-related service and quality issues as identified by the bank or its and customers. - Collaborates throughout the bank during all phases of a product lifecycle, especially including Marketing for the creation and review of marketing materials and promotional campaigns, banker channels in the support and development of sales teams, Digital Channels for online and mobile product delivery and Training for the development or revision of product training material, courses and job aids for Bank employees; Operations for the development of back-office procedures and systems; and Information Technology for supporting hardware and software. - Manages specific ad-hoc projects and initiatives as identified by the Director of Deposit and Product Management - Performs all other duties as assigned **SUPERVISORY RESPONSIBILITIES** No supervisory responsibilities **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. Bachelor (4-year college) degree and 1-2 years of experience or equivalent combination of education and experience **COMPUTER AND OFFICE EQUIPMENT SKILLS** 1. Microsoft Office suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** 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.
    $43k-52k yearly est. 33d ago
  • Member Experience Professional I - Contact Center

    Partners Federal Credit Union 3.9company rating

    Orlando, FL job

    Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Contact Center Member Experience Professional I encompasses a multifaceted role within Partners Federal Credit Union, focusing primarily prioritizing exceptional service delivery to both internal and external members. Key objectives include identifying member needs and effectively cross selling the Credit Union's products and services with confidence. Building and nurturing strong relationships with members, as well as collaborating seamlessly with internal branches and departments, are essential components. Moreover, the role requires adeptness in handling Member inquiries, ensuring timely follow-up, and accurately transferring calls when necessary. Upholding confidentiality regarding member financial data and maintaining compliance with state and federal banking laws are paramount. Additionally, the position necessitates exemplary communication skills, encompassing listening, verbal, written, and telephone etiquette to address member needs and technical issues proficiently. Essential Responsibilities: Provide exceptional service to internal and external customers in accordance with PFCU Service Standards. Build and maintain strong relationships with all internal cast members and members. Able to determine member needs and open deposit products to existing members (Products include checking, savings, CDs, and Money Market) Provide a warm hand-off, introduction to Digital Branch by summarize member's needs, and solutions discussed to minimize any redundant conversations. Follow up on customer inquiries not immediately resolved. Accurately and efficiently transfers customer calls to appropriate specialist(s), or for escalated, and as needed, and/or for additional research or resolution. Work effectively with retail branches and departments as necessary for customer inquiry/problem resolution. Protects and maintains confidentiality with all members financial data when handling customer requests and transactions. Ensures that all membership documents are processed by meeting and exceeding quality control standards as outlined in the policy, including CIP, OFAC, Chexsystems, etc. Working knowledge of, and ensures PFCU activities, and job responsibilities are performed in compliance with, all state and federal banking laws and regulations. Ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide clients with information, data, advice and solutions, as well as gain their trust and respect with all levels of staff and management. Additional Responsibilities: 1. Ability to consistently apply decision-making techniques pertaining to inquiries and requests as they apply to existing policies and procedures, keeping within assigned approval limits. 2. Working knowledge of all state and federal banking laws and regulations. 3. Balances workload to handle, Offline work such as wire processing, wire call backs, TMC tickets, etc. 4. Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities. 5. All other duties as assigned KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 0 to 2 years Other Training, Technical Skills, or Knowledge Required: Knowledge of the following systems: Symitar, Xperience, Springboard, Master site, Liberty/Harland Clark, ChexSystem, Visa Online, Device Manager, Check 21 (Image Center), SWBC (Pay by Phone), Zelle CST, Help Desk Portal (JIRA) Other Measurable Abilities Required: Unquestionable integrity in handling sensitive and confidential information required. Strong listening, verbal, written and telephone etiquette business communication skills, with the ability to communicate and follow up on product, policy or technical issues over the phone. Ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide clients with information, data, advice and solutions, as well as gain their trust and respect with all levels of staff and management. Shift Work: Monday - Saturday, Day and Early Evening Shifts SCOPE OF JOB Discretion/Latitude: Front-line digital bank branch service reps operate with moderate supervision, making decisions within set guidelines. They resolve customer inquiries, process transactions, and escalate complex issues. While higher management holds ultimate authority, reps play a crucial role in ensuring customer satisfaction and branch efficiency, exercising sound judgment and adhering to standards. Physical Demands & Environmental/Working Conditions: This position is performed primarily in a traditional office or bank/credit union setting, with no expected adverse environmental conditions. This position requires the ability to: • move self in different positions to accomplish tasks in various environments including tight and confined spaces • remain in a stationary position, often standing or sitting for prolonged periods • adjust or move objects up to 15 pounds in all directions • perform repeat motions that may include the wrists, hands, and/or fingers • use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together • verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly • hear average or normal conversations and receive ordinary information • prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in Florida is $19.00 to $27.17 per hour. 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. #li-hybrid Powered by JazzHR n6yGXPwLYY
    $19-27.2 hourly 22d ago
  • Scrum Master III

    Space Coast Credit Union 4.3company rating

    Melbourne, FL job

    At Space Coast Credit Union (SCCU), our members are at the heart of everything we do. Since 1951, we've been committed to delivering financial services founded on integrity and a people-first philosophy. The Scrum Master will oversee and guide agile Scrum and Kanban teams. The scrum master's responsibilities include ensuring that development teams follow scrum framework values and agile practices, mentoring and motivating the teams to improve processes, facilitating meetings and decision-making processes, and eliminating team impediments. The scrum master, should have a firm grasp of agile practices and the ability to effectively manage and mentor development teams, and excellent interpersonal, project management, and problem-solving skills. Why Join SCCU? * Member-Focused Mission: Be part of a not-for-profit organization that reinvests in its members. * Flexible Schedule Options: This position is Hybrid with 2 days per week required in office. * Career Growth: We prioritize internal promotions and offer on-the-job training. Principal Duties and Responsibilities: * Using agile methodology values, principles, and practices to plan, manage, and deliver solutions. * Training, mentoring, and supporting scrum teams to follow agile values, principles, and practices. * Determining and managing tasks, issues, risks, and action items. * Scheduling and facilitating scrum events, meetings, and decision-making processes. * Monitoring progress and performance and helping teams to make improvements. * Planning and organizing demos and product/system testing. * Ensuring the proper use of collaborative processes and removing impediments for the scrum team. * Tracking project processes, deliverables, and financials. * Preparing and presenting status reports to stakeholders. Minimum Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum level of knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions: * Working knowledge of agile methodology, techniques, and frameworks, such as Scrum or Kanban, to deliver solutions. * Leadership and management experience. * Excellent people and project management skills. * Strong communication and presentation skills. * Strong analytical and problem-solving skills. Education & Experience: Level III: 8 to 10 years prior experience as a security engineer or in a related position A Master's Degree in Information Systems, computer science or a related academic area or equivalent experience is required. Certified scrum master required. Scrum Master III Compensation * Starting Salary: $111,100 - $117,665 This position is a Contract-to-Hire (6 months). SCCU Benefits * Health & Wellness: Medical, dental, and vision insurance, plus an Employee Assistance Program. * Financial Perks: 401(k) match (5%), HSA match, and SCCU-paid insurance (short/long-term disability, life insurance). * Education Support: Tuition reimbursement after one year of service. * Generous Time Off: 20+ days of PTO, birthday PTO, and 11 federal holidays. * Exclusive Discounts: Lower rates on loans, credit cards, and no fee SCCU accounts! Work Schedule * Monday - Friday: 8:00 a.m. - 5:00 p.m. This position is a Contract to Hire. (6 Months) About SCCU Since 1951, Space Coast Credit Union (SCCU) has proudly served our community, growing to over 685,000 members and managing $9 billion in assets. With 67 branches spanning Florida's east coast, we are the third-largest credit union in the state. In 2025, we expanded into Orange County to better serve the growing East Orlando market. As a not-for-profit financial institution, SCCU is dedicated to putting our members first. Unlike traditional banks, we return profits to our members through better rates, lower fees, and enhanced services. While we offer the same financial products-like checking, savings, and loans-our focus remains on empowering our members and supporting their financial well-being. With local decision-making and a commitment to exceptional service, we strive to make a meaningful difference in the lives of those we serve. At SCCU, we also prioritize our team members by fostering a supportive and collaborative environment that encourages career growth and development. As we continue to grow, we are seeking talented, member-focused professionals to join our team and help deliver innovative financial solutions and outstanding service. I UNDERSTAND this application a legal document for purposes of your employment. Upon acceptance of an offer with SCCU, I UNDERSTAND that I will be required to complete background, employment verifications, and drug screening. I UNDERSTAND further that any misstatements or omissions in this application and pre-employment process can be considered falsification and will result in a decision not to hire me, or to discharge me if discovered after I am hired. I UNDERSTAND that the information requested regarding date of birth, race and sex is for the sole purpose of gathering the above information accurately, and will not be used to discriminate against me in violation of any law. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hired. SCCU is a drug-free workplace. I understand that as a condition of my employment, I will be required to submit to any testing for the presence of drugs, and to submit to any procedure to assess my qualifications for employment. If hired, I ALSO AGREE that if I am hired, my employment is for no definite time and may be terminated at any time without prior notice.
    $111.1k-117.7k yearly 23d ago
  • DeNovo/New Build Leader - Consumer Sales

    First Horizon Bank 3.9company rating

    Orlando, FL job

    **Location:** On site in Memphis, TN, Charlotte, NC, Raleigh, SC, Miami, FL, Orlando, FL, New Orleans, LA, Lafayette, LA, Nashville, TN, or Knoxville, TN. The DeNovo Leader will play a vital role in the growth and development of First Horizon's consumer banking network. This associate is responsible for building our go-to-market playbook, offering hands-on coaching to frontline leaders, and partnering closely with marketing to ensure our growth objectives are met. The ideal candidate will thrive in a fast-paced environment, be passionate about engaging associates, and have a clear vision for delivering value to our clients in new markets. **Key Responsibilities:** + Develop, refine, and deploy the de novo (new branch/market) go-to-market playbook; ensure it is actionable, measurable, and scalable across multiple markets. + Provide direct, hands-on coaching and development to branch leaders and associates in new markets to drive adoption of best practices and performance standards. + Serve as a primary liaison between Consumer Sales, Marketing, and other key partners to synchronize launch activities, client engagement strategies, and branding initiatives. + Collaborate with marketing to design and execute campaigns that support new market entry and ongoing growth. + Monitor market performance and proactively identify adjustments to strategies or tactics to optimize results. + Identify talent needs and support onboarding, training, and ongoing development for associates in new locations. + Champion a client-focused culture and ensure all go-to-market activities are aligned with First Horizon's values and growth objectives. + Analyze data, generate reports, and present market activity results and recommendations to the Head of Consumer Sales and other senior leaders. + Maintain awareness of industry trends and competitive activities to enhance First Horizon's new market strategies. **Qualifications:** + Bachelor's degree in Business, Finance, Marketing, or related field preferred. + 5+ years of experience in retail banking, sales leadership, or related field, with a track record of leading market launches or expansion initiatives. + Strong experience with coaching, training, and developing associates. + Exceptional collaboration and relationship management skills-able to build trust across teams and functions. + Proven ability to translate strategy into tangible execution steps and measurable outcomes. + Excellent written and verbal communication skills. + High level of initiative, adaptability, and problem-solving skills. + Willingness to travel as needed for new market launches. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** 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.
    $30k-43k yearly est. 32d ago
  • Teller

    First Horizon Bank 3.9company rating

    Longwood, FL job

    Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for recommending bank products or referring clients to other areas of the Bank. Develop and retain long-term and profitable client relationships to maximize revenue growth. Responsible for maintaining high customer service and procedural standards. Provides fulfillment of retail banking products either through referral-based leads, prospecting lists or self-sourcing. Monitors and maintains control of cash. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Operational efficiency + Handle a cash drawer; ensuring proper control of cash drawer; follow all audit and security policies and procedures. + Process deposits, withdrawals, transfers and loan payment transactions for customers. + Process miscellaneous transactions (bonds, municipal coupons, money orders, etc.). + Assist in daily balancing and processing of ATM(s), including the processing of all entries. + Assist in the verification of deposits in the night and lobby depository. + Assist with the dual control vault responsibilities. + Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Client experience + Deliver excellent client experiences consistently and promptly resolve client issues effectively. + Ensure an excellent overall client experience by assisting clients with select service needs. + Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Sales and service + Identify cross selling opportunities and refer clients/prospects to the appropriate team. + Promote bank products and services to further enhance client relationships. Compliance and risk management + Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. + Perform all other job-related duties as assigned **SUPERVISORY RESPONSIBILITIES** + No supervisory responsibilities **QUALIFICATIONS** + To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the education and experience required and/or preferred as noted. + High school diploma or GED required and 6 months of cash handling or teller experience strongly preferred or equivalent combination of education and experience. **COMPUTER AND OFFICE EQUIPMENT SKILLS** + Microsoft Office Suite + In addition, 10-key calculator; coin counter **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) + Not necessary While performing the duties of this Job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to walk. The employee is occasionally required to sit and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. As part of the employment process for this position, you will have to meet the requirements of a background credit check. 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. **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **Hours** : + Monday - Friday + 8:00 AM - 5:00 PM **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter (************************************ LinkedIn (*************************************************** Instagram (****************************************** YouTube (********************************************************** 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.
    $32k-38k yearly est. 53d ago
  • Private Client Relationship Manager

    First Horizon Bank 3.9company rating

    Orlando, FL job

    As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. + Self-acquires new business by being active and well connected in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. + Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. + Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. + Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. + Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. + Team and peer group role model for other Private Client Relationship Managers. + Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. + Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. + Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. + Using sound judgment on expense and operational efficiency **QUALIFICATIONS** + Bachelor's Degree Required. + FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. + Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. + Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. + Advanced and proven working knowledge of deposit, credit and investment products. + Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. + Ability to thrive and be an active participate on a team. + Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. + As part of the employment process for this position, you will have to meet the requirements of a background credit check. 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. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** 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.
    $61k-85k yearly est. 60d+ ago
  • Sr Network Engineer

    Partners Federal Credit Union 3.9company rating

    Orlando, FL job

    ** We are currently hiring for one position that may be based out of either our Florida or California office locations. While we are considering candidates from both coasts, only one role will be filled.** Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Sr. Network Engineer is responsible for the development, maintenance, configuration, deployment, and support of network and computing systems, providing hands-on technical support, and troubleshooting solutions for all systems, including routers, switches, LAN/WAN (video, VoIP, and data networks), firewalls, wireless access points, cloud networking, and other network infrastructure devices. Responsible for Incident Management ensuring that incidents are effectively escalated, managed, and resolved with full communication of status, plans, and actions to management and customers. Monitoring and oversight of network performance, capacity, and tune related network components. Bringing forward new ideas, providing recommendations to enhance network performance, reliability, and support capabilities. Troubleshoot and support networking concepts and protocols such as: VLAN, VRF, STP, HSRP/VRRP, SDWAN, IP Subnetting, MPLS, OSPF, and BGP routing. Supporting network automation systems related to configuration management, rule development, policy enforcement and reporting. Creates network design packages and updates master documentation to reflect as-built configurations. Designs QoS policies, performance metrics, and support procedures for voice, video and data services. The position requires extensive firewall design, deployment, monitoring, and troubleshooting experience. Performing in-depth protocol and network analysis to determine root cause of impact. This position serves as a member of infrastructure team and provides level 2/3 support for incidents. It supports daily operations and administration of LAN and WAN systems; performs scheduled maintenance; triages user requests; and logs, coordinates, and tracks requests for assistance related to IT-supported systems. Essential Responsibilities: Manages service transitions for new deployments to ensure quality products are delivered into the production environment. Independently identify, troubleshoot, document, and escalate complex problems Represents Infrastructure as part of Enterprise Architecture Creates network design packages and updates master documentation to reflect as-built configurations. Partners with customers, vendors, and technology groups to understand network requirements, and create optimal solutions Provides support for critical network problems, including occasional on-call responsibilities for escalated issues Performing in-depth protocol and network analysis to determine root cause of application and network performance related problem Building/replacing network hardware and software configurations per design Additional Responsibilities: Critical Systems Service Level (uptime performance) for systems that are championed Delivery of priority projects Maintain complete and accurate documentation for all LAN/WAN responsibilities IT Service Request resolution KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 5 to 10 years Certifications or Licenses Required: Cisco Certification CCNP Other Training, Technical Skills, or Knowledge Required: Proficiency in Microsoft Office (Word, Excel, Outlook) Troubleshoot & support networking concepts and protocols such as: VLAN, STP, HSRP/VRRP, VRF, IP Subnetting, MPLS, OSPF, DMZ, and BGP routing Abilities and Behaviors: Friendly presence and helpful attitude; good interpersonal skills and ability to work well with others Good problem-solving skills; ability to visualize a problem or situation and think abstractly to solve it Configure and troubleshoot server load balancing mechanisms and algorithms. Proficient understanding and experience using configuration management and/or diagnostic tools, monitoring applications and performance analysis tools. Will work with distributed, complex enterprise deployments including: multi-tiered environments, virtualization technologies, operating systems, routing, monitoring, storage connectivity, capacity planning, backups, network security Adhere to the Credit Union's core values and The Walt Disney Company's Five Keys while consistently modeling integrity and respect in carrying out the PFCU's mission and vision. SCOPE OF JOB Discretion/Latitude: Follows written and verbal instructions Follows established guidelines Interprets policies and procedures Participates in the establishment of guidelines and procedures Interactions: 75% of role involves interaction (verbal or written) with PFCU Staff and IT Team members Physical Demands & Environmental/Working Conditions: Ability to regularly work flexible hours including nights and weekends to perform hardware and software upgrades and to provide on-call support This position requires the ability to: Sitting for a prolonged period of time and repetitive tasks. With access to confidential information, there is a risk of a breach of confidentiality. This individual is on guard relating to the control of restricted information. 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. Ability to work and focus in a semi-noisy environment. 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 20 lbs. of force occasionally. 80% of job role involves working in sized climate controlled environments. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in Florida is $94,320 to $141,480 and in California is $106,560 to $159,840 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. #li-hybrid
    $106.6k-159.8k yearly Auto-Apply 4d ago
  • Associate Mortgage Loan Specialist

    State Employees' Credit Union 3.8company rating

    Sanford, FL job

    If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose Entry level real estate lending position with focus on development and training. The Associate Mortgage Loan Specialist position is responsible for obtaining the required knowledge and experience needed to guide current and prospective members through the real estate loan application process. Duties Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process. Assess, underwrite, and make recommendations for decision on loan applications considering applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk. Communicate approval or denial decisions to members in a clear and professional manner. Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions. Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed. Seek guidance for complex lending situations and approval authority from an MLS or above. Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information. Assist membership with servicing of existing mortgage and home equity loans. Follow up with prequalified applicants and on other leads in a timely and effective manner. Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term and market conditions. Successful completion of Consumer Lending Program courses and subsequent exam is required. After completion and proficiency shown, granted initial lending limits (Tier 1) with SVP recommendation. Coordinate member engagement with the Real Estate Lending Processing Center within Loan Administration. Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance. Educate members on available services and make referrals for other Credit Union products and services based on their needs. Ensure well documented, easy to review loan application history notes within the Loan Origination System. Work with Lending Contact Center to provide assistance with mortgage lending calls when needed. Support branch employees with all real estate related needs and ensuring employees have the information needed to be comfortable referring all potential applicants to discuss mortgage lending opportunities. Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice. Assist as needed with community engagement by meeting with realtors and other third parties as well as attending community events to build and maintain mortgage loan volume. Consumer unsecured lending as assigned. Answer phone and perform other clerical duties as needed. Complete additional tasks as assigned by management. Participate in additional training and continuing education to enhance knowledge of mortgage originations. Requirements Must have high school diploma or GED equivalent. Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP). Attend Excel and Elevate - New Employee Training (E&E). Real Estate Lending Program (RELP) completed within 6 months. The following 10 Core Modules will be completed after E&E and subsequent training sessions: Checking Accounts Member Eligibility Money Market Share Accounts SECU Policies Overview Share Accounts Lending Overview NCUA Coverage Cooperative Principles Online Services We Are SECU! Additional Modules Required: SECU's Member-Facing Websites Branch Security Measures Account Titling & Designations Funds Transfer Member Identification Check Acceptance MARGO Platform Account and Profile Maintenance Advances Safe Deposit Boxes Previous SECU and/or lending experience preferred. Minimum tier one lending limits assigned at this level. Completion of all requirements of the Associate MSO position preferred, but at a minimum must learn the following quick actionable items: Notaries Safe deposit box entrance Opening and closing of the branch Front desk duties Other dual control assistance as needed. Approving Wires and Cashier's Checks Must possess the highest level of integrity and objectivity. Must possess excellent communication skills, both verbal and written. Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc. Must have strong networking and relationship development skills. Meets compliance and regulatory standards. Makes lending decisions consistent with SECU loan policies. Has or is eligible to be registered as an active MLO with the NMLS. Must be organized and meticulous. Must be willing to engage in ongoing training and professional development. Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing. Has completed all required quarterly training courses & other training assigned by management. Consistently demonstrates SECU's Core Values. Recommendation of VP/SVP for advancement to this level. Must be able to speak and write English fluently. Must understand and be dedicated to the Credit Union philosophy and work ethic. Must adhere to the work schedule and attendance policies established by the Credit Union. Must complete the Credit Union's Core Module Program within 12 months of hire date as a condition of employment. Job Environment Office setting with physical proximity to other employees and members. Some background noise from other employees, copy machine, and telephone. Some local travel may be required. Physical Demands Must be able to comprehend and carry out job requirements. Job requires a substantial amount of sitting. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone keypad and lift telephone receiver. Answer and operate a telephone. Lift up to 10-15 lbs. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
    $38k-47k yearly est. Auto-Apply 60d+ ago
  • Private Banker - Davenport, FL

    Partners Federal Credit Union 3.9company rating

    Davenport, FL job

    Job DescriptionThe Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high-pressure sales culture at large banks, our Private Bankers develop deep, long-term financial relationships with Disney Cast Members and families in a service-first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time. For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production-heavy retail bank, this is a unique and highly fulfilling career path. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Essential Responsibilities: Comprehensive Relationship Management - Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach. Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member's financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners' leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Advice-Based Banking - Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals. Proactive Financial Needs Assessment - Identify life events and evolving financial needs to recommend appropriate financial solutions. Product and Service Expertise - Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders. Mentorship and Leadership - Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success. Cross-Selling and Financial Growth - Promote the credit union's objectives by cross-selling products and services, contributing to branch growth. Provide regular updates to the Private Banking Program Manager on performance metrics. Regulatory Compliance and Documentation - Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption - Educate members on digital and online banking solutions to enhance convenience and financial literacy. Business Development and Member Engagement - Represent Partners at business development events, expos, and seminars. Acquire new memberships and follow up with targeted outreach. Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor. Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker. The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently. All investment-related activities must comply with regulatory standards and Partners Wealth Management policies. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years in retail banking. Current FINRA certifications and licenses include SIE, and Series 6 Certifications, Licenses, Registrations, etc.: NMLS Certification - Required CA Notary - Required State L&D Insurance License - Required SIE (if Series 6 acquired after October 1, 2018)- Required FINRA Series 63 & 65 OR Series 66 Note: not required at time of hire, but must be acquired within 9-12 months of hire date Continued employment for Series 6 applicants is contingent upon obtaining the Series 63 & 65 or 66 within 9 -12 months of hire. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. Abilities and Behaviors: 3+ years of experience building and maintaining relationships with members and colleagues. Strong knowledge of banking and securities regulations. Excellent member service, sales, and conflict resolution skills. Effective communication, organization, and time management abilities. Adaptability and initiative; able to work independently with minimal supervision. Strong teamwork and collaboration skills. High motivation, professionalism, and ethical standards. Demonstrates discretion when handling confidential financial information. Scope of the Job Performance Standards: New Memberships: 5-8 per month Loan Originations: 12-17 funded applications per month ($300K-$425K) Insurance Units: 8-12 per month (PLP, GAP, MBI) Qualified Referrals: 5-7 per month (Wealth, Auto, Mortgage) Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month Maintain member satisfaction and compliance quality scores at or above standards. 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. 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. Powered by JazzHR C7i5q6Z3Te
    $51.2k-76.8k yearly 13d ago
  • Disney University Member Experience Professional I - Branch

    Partners Federal Credit Union 3.9company rating

    Lake Buena Vista, FL job

    Partners Federal Credit Union - Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent-individuals who are inspired by our Members' financial dreams and committed to meaningful work. Whether you're offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you'll find more than just a job. You'll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks-because we believe that when people feel supported, they thrive. Join us-and experience what it means to truly love what you do. The Member Experience Professional I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals. Essential Responsibilities: Efficient Teller Operations: Ensure all teller functions comply with policies and security standards. Maintain professional and effective teller operations, including balancing and securing funds. Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines Member Services: Provide exceptional member service by meeting Members' needs promptly and professionally. Resolve Members' requests, problems, and questions; offer Credit Union products and services. Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility. Process transactions, open new accounts, and handle consumer loans from start to finish. Leadership and Supervision: Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership. Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch. Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development. Handle any special projects delegated by leader. Problem-Solving and Support: Address complex transactions and sensitive Member relations issues. Investigate and correct teller out-of-balance conditions. Support personnel with day-to-day operations and Member interactions. Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly. Product Knowledge and Cross-Selling: Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services. Conduct outbound calls for Member Service and Sales, following the 2/2/2 program. Transaction Processing: Perform a wide range of financial transactions, ensuring accuracy and security. Responsible for overrides. Process deposits, withdrawals, transfers, payments, and check cashing. Balance daily transactions and verify cash totals. Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them. Member Relationship Building: Build a network of Member contacts through qualified leads and referrals. Promote Credit Union objectives and deepen business relationships. Quality Control and Compliance: Ensure all membership documents meet quality control standards. Maintain compliance with policies, including CIP, OFAC, and ChexSystems. Maintain and enhance financial business acumen through continual training and self-development. Communication and Coordination: Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management. Provide suggestions for improved service and streamline operations. Flexibility and Additional Duties: Maintain flexibility in support of branch needs. Complete projects and reports related to the department. Perform other related duties as assigned or requested. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Certifications, Licenses, Registrations, etc.: FL Notary Abilities and Behaviors: Excellent Member service and conflict resolution skills Effective sales skills Strong problem-solving and decision making skills Clear and open communication skills Flexible; easily adapts to change Strong time-management skills & ability to multi-task Organized; good time manager Responsible; takes initiative and works independently Strong teamwork skills Two years' experience in the financial industry and credit unions is required. Two years' experience in teller cash handling and cash dispense machines is required. Performance Standards: Balancing Standards Balancing Percentage Member Satisfaction Transaction Quality Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals) \ Partners Wealth Management (Total Referrals / Qualified Referrals) Review Membership Applications (Membership Officer) Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans) Autoland / Auto Advisor referrals (Total referrals/qualified referrals) Review and submit the monthly Teller Over / Short report to the Branch Service Manager Assist and/or complete with the Branch Service Manager the Internal Verification Program (IVP) and submit the packet to the Branch Service Manager SCOPE OF JOB 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. Typical Interactions: This role interacts with a combination of walk-in Members and inbound /outbound phone calls. There is a high level of interactions with all PFCU departments. Shift Work: This part-time role includes shift work on weekends and may require hours outside of a standard 8:00 AM - 5:00 PM schedule to support operational coverage. Physical Demands & Environmental/Working Conditions: This position requires the ability to: move self in different positions to accomplish tasks in various environments including tight and confined spaces remain in a stationary position, often standing or sitting for prolonged periods adjust or move objects up to 15 pounds in all directions perform repeat motions that may include the wrists, hands, and/or fingers use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly hear average or normal conversations and receive ordinary information prepare or inspect documents or products, assess the accuracy, neatness, and thoroughness of assigned work, or operate office machinery through average, ordinary, visual acuity. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The hiring range for this position in Florida is $19.00 to $27.17 per hour. 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. Powered by JazzHR TwankMKi6O
    $19-27.2 hourly 5d ago
  • Data Integration Sr Analyst - Consumer Banking Strategic Initiatives

    First Horizon Bank 3.9company rating

    Orlando, FL job

    **Location:** On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Orlando, FL, Miami, FL, Lafayette, LA, New Orleans, LA, Dallas, TX. **Reports To:** Head of Strategic Initiatives, Consumer Banking **About the Role** As a **Data Integration Senior Analyst** at First Horizon, you will serve as a strategic partner to Consumer and Small Business Banking leadership, driving data-informed decision-making through robust integration and analysis. You will lead efforts to collect, validate, and synthesize performance data across the bank into scalable, centralized systems that power scorecards, dashboards, and key metrics. Your expertise in geographic information systems (GIS) will be instrumental in advancing geospatial analytics and supporting the rollout of new GIS tools. This role requires a strong command of data architecture, visualization, and cross-functional collaboration to deliver actionable insights that shape strategic initiatives. **Responsibilities** + Lead the design and maintenance of scalable data integration workflows to support performance reporting across Consumer Banking. + Partner with cross-functional teams to identify and resolve data gaps, inconsistencies, and quality issues. + Oversee the collection and analysis of external market data, including branch footprint and competitive intelligence across First Horizon's 12-state network. + Collaborate with retail, business banking, analytics, and strategy teams to ensure timely and accurate data delivery. + Develop and maintain documentation of data sources, methodologies, and update schedules to ensure transparency and repeatability. + Produce high-impact reports and dashboards for senior leadership, including ad-hoc analysis to support strategic decisions. + Champion data governance and integrity standards across all integration efforts. + Contribute to the development and implementation of advanced GIS tools and spatial analytics capabilities. **Qualifications:** + Bachelor's degree in Business, Finance, Economics, Data Science, Environmental Sciences, or related field; equivalent experience considered. + 4+ years of experience in data integration, analytics, or operations, with increasing responsibility. + Proven ability to architect and manage centralized databases and data pipelines for performance reporting. + Advanced experience with GIS tools and spatial data analysis, including mapping and geospatial insights. + Proficiency in Excel and data visualization platforms (Power BI, Tableau, GIS Insights). + Strong scripting skills (SQL, Python) for data transformation, automation, and analysis. + Excellent communication and stakeholder engagement skills, with a track record of cross-functional collaboration. + Deep interest in banking strategy, branch networks, and market dynamics. **Why Join First Horizon?** You'll have an opportunity to make a visible impact alongside high-performing associates, help drive strategic change, and develop your skills in a collaborative environment. If you're proactive, curious, and thrive on turning information into action, we would love for you to apply. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** 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.
    $78k-96k yearly est. 18d ago
  • Assistant Branch Manager

    Vystar Credit Union 4.5company rating

    Vystar Credit Union job in Orange City, FL

    At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Assistant Branch ManagerJOB SUMMARY The Assistant Branch Manager responsibilities are to coach, develop and lead branch employees to obtain individual, branch and organizational growth goals while delivering unbelievable member service experiences and maintaining operational excellence. This key position is accountable to work with the Branch Vice President to create, implement, and maintain branch strategies aligned with VyStar's objectives in a fast-paced environment. They also develop and implement tactical plans and establish objectives for the branch which are documented in the annual business plan. The Assistant Branch Manager must maintain a high level of participation within the VyStar leadership team and promote, reinforce, and support decisions of the credit union and management. The leader must also establish strong member and partner relationships and engage in community volunteer and leadership opportunities. ESSENTIAL JOB FUNCTIONS: Partner with the Branch Vice President (BVP) to ensure day-to-day branch operations, choreography, and implementation result in unbelievable service experiences for members and achieve or exceed organizational strategic goals and profitability requirements. Train, encourage, enable, and coach employees to embrace VyStar's Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments to successfully establish, maintain, and grow strong member relationships. Model all VyStar Excellence behaviors while performing job duties. Develop staff for succession planning within the branch network and other lines of business. Work closely with Human Resources and Training to ensure the recruiting and training curriculum are appropriate, timely, and a positive experience for VyStar employees. Assist the BVP by partnering with internal departments dependent upon referrals for success. Establish and validate performance objectives for the branch consistent with VyStar Excellence and branch scorecards. Provide ongoing coaching for direct reports including side-by-side evaluations, Member Assist Call assessments, monthly performance reviews, and career progression discussions. In partnership with the BVP, conduct daily team huddles and weekly sales meetings which include training on products and services and skill practice to increase knowledge and comfort level with making recommendations to members. Prepare and administer performance appraisals for direct reports. In partnership with the BVP, analyze data to determine and implement staffing changes and modifications as needed. Support and participate in all Credit Union initiatives and campaigns. Ensure compliance with regulations, policies, and procedures and perform audits. Adhere to solid risk management guidelines in a highly regulated environment. At applicable locations, collaborate with Branch Operations Analysts to ensure compliance. Exhibit a high degree of integrity, trustworthiness, and professionalism at all times. Work from home during branch closures, such as during disaster recovery events. Actively lead by example through community service supporting the VyStar brand. Create and maintain an inclusive and professional environment where all team members are respected, and diversity is valued. As applicable, support a high school branch and Collegiate employees, including mentoring, training, and development of the student interns, and ensuring sound branch operations and compliance with rules and regulations. Resolve member concerns independently and escalate more complex concerns as appropriate. Provide counseling to members and employees on all financial matters and make appropriate recommendations. Performs other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High school Diploma/GED is required. Associate's degree is preferred. EXPERIENCE 3 + years in a customer service, sales, community service, military service, or leadership role is required. 2 years' experience in a lead role within a financial institution is preferred. KNOWLEDGE, SKILLS & ABILITIES A congenial attitude, excellent written and verbal communication skills, problem solving skills and the ability to relate well with others are required. Must possess strong teaching and mentoring skills and a commitment to quality service. Must be able to work in a fast paced, changing environment and have a strong desire to assist members in meeting their financial needs. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 50 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client's or member's needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $49k-55k yearly est. Auto-Apply 60d+ ago
  • Deposit Product Manager

    First Horizon Bank 3.9company rating

    Orlando, FL job

    **Location** : Onsite listed in Memphis, TN, Nashville, TN, Knoxville, TN, Charlotte, NC, Raleigh, NC, Miami, FL, Orlando, FL, Birmingham, AL, New Orleans, LA, Baton Rouge, LA, Lafayette, LA or Houston, TX The Product Manager is responsible for the implementation, on-going enhancement, and analysis of retail and small business deposit products to achieve corporate objectives within the retail and small business line of business. The manager will also participate in merger related activities as it relates to the mapping, operational conversion, training, and client communication of deposit products. **ESSENTIAL DUTIES AND RESPONSIBILITIES** - Works with product team to research, identify, and implement appropriate products sales strategies to identify opportunities for meeting goals. - Coordinates the development of management reporting. - Creates and conducts product and campaign training as needed. - Manages revisions to team documents such as pricing materials, product matrices and others. - Analyzes and communicates product trends, as assigned, through the use of dashboards or tracking reports. - Assists in preparing product management presentations - Assists with various administrative duties, including the investigation and resolution of product-related service and quality issues as identified by the bank or its and customers. - Collaborates with other bank teams such as Marketing, Training, Operations, Information Technology, etc. for new products, product enhancements, etc. - Manages specific ad-hoc projects and initiatives as identified by the Director of Deposit and Product Management - Performs all other duties as assigned **SUPERVISORY RESPONSIBILITIES** 1. Assists with directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. Bachelor (4-year college) degree and 3-5 years of experience or equivalent combination of education and experience **COMPUTER AND OFFICE EQUIPMENT SKILLS** 1. Microsoft Office suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** 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.
    $68k-83k yearly est. 33d ago
  • Financial Advisory Services (FAS) Specialist

    State Employees' Credit Union 3.8company rating

    Sanford, FL job

    If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose Financial Advisory Services Specialist with an investment/trust/estate planning focus is responsible for providing exemplary member service and helping members obtain life insurance policies, annuities, investment accounts, and identify their estate planning needs as appropriate based on the members' financial goals and objectives, through branch, telephone and/or digital delivery channels. Specialists also work to engage member-facing employees on general financial advisory topics to support the referral process. Performance Expectations and Essential Responsibilities* Develop or increase proficiency in meeting members' needs in the areas of life insurance, investments, trust services, estate planning and retirement planning. This includes explaining products and services, writing policies, opening new accounts and setting Estate Planning Essentials appointments or making an outside attorney referral. Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed obtain assistance with complex scenarios and ensure member needs are being met holistically. Effectively works referrals to ensure members are connected with a qualified FAS employee. Frequently communicates with management about activities and results within assigned area. Develops a strong understanding of each platform's products, services, policies, requirements and open new accounts / place new business effectively in light of those requirements. Must develop a strong understanding and be able to navigate effectively in SECU operational systems, life insurance software, NetX 360, Envestnet and new systems as introduced in the future. Utilize SECU technology, marketing campaigns, lead platforms, referrals and/or member branch visits to achieve daily activity levels that align with insurance productivity benchmarks as communicated by management. Comply with all Credit Union policies and regulatory requirements. Ensure all member information remains confidential and members' accounts are accessed for business purposes only. Follow all security and control procedures. Greet and assist members in a courteous, professional, and timely manner through all service channels - in-person, phone, and digital communication. Actively work with mentor and management team to strengthen proficiency in member service delivery. Ensure that proper identification of members is taking place and all actions are compliant with SECU's Member Information Security Procedure (MISP). Willing to assist in other areas of the operation as needed. Professionally interact with other departments to facilitate member requests. Must maintain acceptable performance level based on Key Performance Indicators (KPI's) and achieve and maintain standards as directed by management. Regular attendance and punctuality are mandatory. Soft skills and call quality must be maintained at an acceptable level. Specialists in the FAS Contact Center must develop a strong understanding of CXOne platform and be available in member-facing phone skill sets as determined by management. Maintain a current and comprehensive knowledge of credit union products and services and possess an ability to provide quality referrals. Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor. Complete all required quarterly training courses, continuing education & other training assigned by management. Have completed, or complete promptly upon hiring, all of the following courses of the SECU Module Program with passing score on the corresponding examinations: Member Eligibility Money Market Share Accounts (MMSA) NCUA Coverage SECU Online Services SECU Policies Overview Share Accounts Tax-Advantaged Accounts We Are SECU! Account Research in OnBase Account Titling & Designations Estate Basics Financial Advisory Services (FAS) Overview Life Stage MARGO Platform MARGO Teller Member Identification Relationship Manager SECU's Member Facing Websites Share Term Certificates U.S. Savings Bonds Minimum Requirements Must have four-year degree in financial planning, finance, wealth management, math or a related field. Existing licenses, designations, experience, or coursework in investments, trust and estate planning, wealth management or a related area (in addition to a high school diploma or GED) may be considered in lieu of the degree requirement. If unlicensed or partially licensed at the time of hire, must obtain the following within 6 months of registration with FINRA: Life insurance license Investment licenses (SIE/Series 6/63/65 OR SIE/Series 7/66) If hired primarily to be a trust representative, in lieu of investment licenses, must have: Life insurance license ATFA (Accredited Trust Fiduciary Advisor) certification or be eligible to quickly obtain. Some experience as a licensed Insurance, Investment, or Trust Representative is preferred. Some experience in the credit union or financial services industry is preferred. Must maintain all required licenses after obtaining them and satisfy all continuing education requirements. Ability to work independently and as part of a team. Must develop and demonstrate excellent critical thinking skills, problem-solving skills, and good judgment. Must demonstrate excellent written and verbal communication skills. Must be self-motivated. Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust in Credit Union. Must be able to quickly adapt to changes in daily work based on immediate needs. Must have strong multi-tasking and organizational skills. Be discreet in performance of duties and hold information about member accounts in strict confidence. Work additional hours when necessary to execute responsibilities. Must complete training, modules and education as directed by management. Must be able to speak English fluently. Must be able to cooperate and collaborate with co-workers. Must be cordial in all interactions with members and co-workers. Must be willing to engage in ongoing training and professional development. Must adhere to the work schedule and attendance policy established by manager. Travel for training may be required. Must possess vehicle and valid driver's license. Job Environment Office setting with physical proximity to other employees. Some background noise from other employees, copy machine, and telephone. Some aspects of job will be performed at off-site premises. Physical Demands Must be able to comprehend and carry out verbal and written instructions. Sits 50%, walk 25%, and stands 25% of the time. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Must be able to communicate clearly in answering members questions. Must listen well to ascertain the services needed by each member. Climbing stairs may be necessary in MSS Centers that are housed on more than one floor. Visual acuity is required to complete necessary documentation. Must be able to lift 5 pounds. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
    $30k-36k yearly est. Auto-Apply 25d ago
  • Relationship Specialist I (North Orlando Cluster)

    Vystar Credit Union 4.5company rating

    Vystar Credit Union job in DeLand, FL

    At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union's value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. The candidate must be flexible to commute to any branch within their assigned cluster: Deland, Orange City, Sanford, Lake Mary. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar's Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union's products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate's degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client's or member's needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
    $41k-45k yearly est. Auto-Apply 60d+ ago

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