Current jobs related to Financial Services Associate - Jacksonville, Florida - Coastline Federal Credit Union
-
Financial Services Associate
1 week ago
Jacksonville, Florida, United States Truist Financial Corporation Full timeLocation Options:As a key member of the Truist Financial Corporation team, you will be responsible for providing exceptional client service in a fast-paced office environment. Your primary focus will be on delivering personalized support to clients, ensuring their financial needs are met and exceeded. Key Responsibilities:• Provide general client service...
-
Financial Services Representative
2 weeks ago
Jacksonville, Florida, United States Momentum Financial Services Group Full timeJob OverviewMomentum Financial Services Group is seeking a dynamic and driven sales professional to promote our financial products and services to meet the short- and long-term financial goals of our customers.Key ResponsibilitiesDeliver results on store profitability goalsProvide a quality customer sales experience through efficient execution of all...
-
Financial Services Director
2 weeks ago
Jacksonville, Florida, United States Momentum Financial Services Group Full timeJob OverviewMomentum Financial Services Group is seeking a highly motivated and experienced Branch Manager to lead our retail sales team and drive store profitability.As a Branch Manager, you will be responsible for leading and developing a team of Financial Sales Representatives to promote our financial products and services to meet our customers' financial...
-
Financial Services Closer/Funder
1 week ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeTriad Financial Services, Inc. is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Closer/Funder to join our team. Bilingual experience in Spanish is ideal but not required for this position. This is a full-time position in our Jacksonville, FL office. We offer excellent...
-
Financial Services Professional
2 weeks ago
Jacksonville, Florida, United States Truist Financial Corporation Full timeKey ResponsibilitiesAs a Financial Consultant with Truist Investment Services, you will provide consultative support to Financial Advisors, working closely to meet client needs and identify new business opportunities.Key SkillsStrong consultative and sales skillsAbility to work closely with Financial AdvisorsKnowledge of financial products and...
-
Financial Services Specialist
4 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeJob Title: Closer/Funder (Bilingual)We are seeking a highly motivated and skilled Closer/Funder to join our growing team at Triad Financial Services, Inc. This is a full-time position in our Jacksonville, FL office.Key Responsibilities:Process incoming loan packages from clients, including Direct Borrowers, Manufactured Home Dealers, and Brokers.Monitor loan...
-
Financial Services Correspondence Specialist
1 week ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeJob DescriptionTriad Financial Services, Inc. is seeking a skilled Correspondence Specialist to join our team. As a Correspondence Specialist, you will be responsible for handling customer complaints, providing solutions and alternatives, and conducting research to establish facts and reach conclusions.Key Responsibilities:Log and track complaints and social...
-
Financial Services Specialist
2 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. NMLS #1063 Full timeFinancial Services SpecialistTriad Financial Services, Inc. NMLS #1063 is seeking a highly motivated and skilled Financial Services Specialist to join our growing team. As a key member of our Chattel Operations team, you will be responsible for processing incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and...
-
Financial Services Specialist
1 week ago
Jacksonville, Florida, United States Triad Financial Services, Inc. NMLS #1063 Full timeJob Summary: We are seeking a highly motivated and skilled Financial Services Specialist to join our growing team at Triad Financial Services, Inc. NMLS #1063. As a key member of our team, you will be responsible for the processing of incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers.Key...
-
Financial Services Coordinator
2 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob SummaryWe are seeking a highly motivated and skilled Financial Services Coordinator to join our team at Triad Financial Services Inc. The ideal candidate will have strong problem-solving skills, excellent verbal and written communication skills, and the ability to work in a team environment.The Financial Services Coordinator will be responsible for the...
-
Financial Services Specialist
2 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. NMLS #1063 Full timeJob SummaryWe are seeking a highly motivated and skilled Closer/Funder to join our growing team at Triad Financial Services, Inc. NMLS #1063. This is a full-time position in our Jacksonville, FL office.Key ResponsibilitiesProcess incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers.Monitor all...
-
Financial Services Representative
2 weeks ago
Jacksonville, Florida, United States Global Financial Impact - Brian Garcia Full timeJob OpportunityWe are seeking a highly motivated and competent Financial Services Representative to join our team at Global Financial Impact - Brian Garcia. As a remote financial professional, you will have the opportunity to work with A+ rated financial companies across the nation and develop financial need analysis for clients.Key Responsibilities:Develop...
-
Senior Financial Manager
1 week ago
Jacksonville, Florida, United States Triad Financial Services, Inc. Full timeJob DescriptionTriad Financial Services, Inc. is seeking a highly skilled Senior Accountant to lead our accounting function in Jacksonville, FL. With a rich history dating back to 1959, we pride ourselves on setting high standards in the industry.We offer a competitive base salary with a range of $92K To $101K. Our benefits programs include a 401k with...
-
Financial Sales Team Leader
2 weeks ago
Jacksonville, Florida, United States Momentum Financial Services Group Full timeJob Title: Branch ManagerAre you a sales-driven leader with a passion for growing retail sales and developing a high-performing sales team? Do you have a track record of achieving sales goals and driving store profitability?About the Role:As a Branch Manager at Momentum Financial Services Group, you will be responsible for leading and developing a team of...
-
Financial Services Specialist
2 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Summary Triad Financial Services Inc. is seeking a highly skilled and motivated Financial Services Specialist to join our team. As a key member of our Chattel Operations team, you will be responsible for processing incoming loan packages from a diverse client base. This includes monitoring loan documents, ensuring all necessary underwriting conditions...
-
Financial Services Specialist
2 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob SummaryTriad Financial Services Inc. is seeking a highly skilled Financial Services Specialist to join our team. As a key member of our Chattel Operations department, you will be responsible for the processing of incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers. Key Responsibilities Monitor...
-
Jacksonville, Florida, United States SS&C Technologies Full timeJob SummarySS&C Technologies is a global leader in investment and financial services and software for the financial services and healthcare industries. As a Senior Associate, Accounting and Financial Services Expert, you will be part of a team that manages and accounts for investments using SS&C's products and services.Key Responsibilities Manage and...
-
Financial Services Closer/Funder
2 weeks ago
Jacksonville, Florida, United States Triad Financial Services, Inc. NMLS #1063 Full timeJob Title: Closer/FunderTriad Financial Services, Inc. NMLS #1063 is seeking a highly motivated and skilled Closer/Funder to join our growing team. This is a full-time position in our Jacksonville, FL office.Job Summary:We are looking for a detail-oriented and organized individual to process incoming loan packages from a client base that includes Direct...
-
Financial Services Specialist
4 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Title: Closer/Funder (Bilingual)Triad Financial Services Inc. is seeking a highly motivated and skilled Closer/Funder to join our team. As a Closer/Funder, you will be responsible for processing incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers.Key Responsibilities:Monitor all incoming loan...
-
Financial Services Specialist
4 weeks ago
Jacksonville, Florida, United States Triad Financial Service Inc. Full timeJob Title: Closer/Funder (Bilingual)Job Summary:Triad Financial Services Inc. is seeking a highly motivated and skilled Closer/Funder to join our growing team. As a Closer/Funder, you will be responsible for processing incoming loan packages from a client base that includes Direct Borrowers, Manufactured Home Dealers, and Brokers. This role requires strong...
Financial Services Associate
2 months ago
Are you enthusiastic about contributing to a collaborative environment where your efforts make a significant difference? Do you excel in settings that foster a sense of belonging? If so, Coastline Federal Credit Union is the ideal place for you. At Coastline, we embrace the philosophy of 'people helping people.' Each day, we aim to forge meaningful connections and deliver financial solutions that enhance lives.
Why Choose Coastline?
- Mission-Driven Environment: Become part of a team that values community and strives to positively impact the lives of our members.
- Opportunities for Advancement: We are dedicated to your professional growth and offer pathways for career progression.
- Comprehensive Benefits: Access a variety of benefits including Medical, Dental, and Vision Insurance, Paid Time Off, a 401k plan with Company Match, paid holidays, and exclusive discounts on entertainment and attractions.
- Qualifications: A high school diploma or equivalent is mandatory, with a Bachelor's Degree preferred. A minimum of one (1) year of experience in card services, credit/debit card operations, and accounting within a financial institution is required. Experience in a Credit Union is advantageous.
- Commitment to Service: Uphold our credit union's mission, vision, and values through your dedication to providing outstanding service to our members.
- Analytical Expertise: Exhibit a solid understanding of Visa rules, regulations, and compliance requirements, including Reg E/Reg Z, along with proficiency in card processing systems and dispute management platforms.
- Fraud Prevention: Conduct detailed investigations into suspected fraudulent activities, working closely with team members to protect our members' assets.
- Financial Precision: Oversee debit and credit card operations, ensure accurate processing of transactions, and maintain detailed records to uphold financial integrity.
- Member Assistance: Support members with discrepancies and disputes, utilizing your exceptional communication skills and commitment to excellence.
