Top 27 Financial specialist Jobs in Jacksonville Fl

(In-House) Virtual Financial Center Specialist
First Federal Bank —Jacksonville, FL
- Extended hours
- Remote
- Bilingual
- Computer literacy
- Writing skills
- Health savings account
- Paid holidays
Quick Apply
Relationship Banker Business Specialist
PNC Financial Services Group —Jacksonville, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Insurance Claims Specialist | Patient Financial Services - Durbin Park
UF Health —Saint Johns, FL
- Full-time
- Customer service
- Mid-level
- Office
Student Financial Services Specialist
Florida State College at Jacksonville —Jacksonville, FL
- $33,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
5d
Senior Commercial Banking Specialist
Ameris Bank —Jacksonville, FL
- Full-time
- 5 years
- Computer literacy
- Research
- Health savings account
- AD&D insurance
Financial Professional
NYL —Jacksonville, FL
- $63,467.02 - $145,476.41 a year
- Part-time
- No experience needed
- Bachelor's degree
- In-person
- Paid training
- Disability insurance
Quick Apply
Commercial Finance Specialist
Triad Financial Services Inc —Jacksonville, FL
- Customer service
- Office
- Finance
Quick Apply
Internal Accounts Governance Specialist, AVP
Citi —Jacksonville, FL
- $87,280 - $130,920 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Disability insurance
Finance Specialist, Participant Program Services & Housing
Hubbard House, Inc —Jacksonville, FL
- Full-time
- Background check
- Current TB test
- Mid-level
Quick Apply
Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)
Bank of America —Jacksonville, FL
- Full-time
- Computer literacy
- Writing skills
- High school diploma or GED
10d
Equipment Finance Tax Specialist I
First Citizens Bank —Jacksonville, FL
- Full-time
- Microsoft Access
- CPA
- Research
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Jacksonville, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Professional – Retirement Benefits Group
Equitable Advisors —Jacksonville, FL
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Jacksonville Beach, FL
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply
Financial Professional Healthcare RN/NP/RCP
Precision Financial —United States
- $76,683.85 - $92,350.44 a year
- Part-time
- Remote
- Background check
- RN License
- Mid-level
- Professional development assistance
- Flexible schedule
Quick Apply
4d

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(In-House) Virtual Financial Center Specialist

First Federal Bank -
Jacksonville, FL

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Vision insurance
401(k) matching
Life insurance
Paid sick time

Qualifications

Computer operation
Customer relationship building
Phone communication
Writing skills
Client rapport building
High school diploma or GED
Video conferencing software
Telecommunications headsets
Customer support for financial loans
Cross-functional collaboration
Solution selling approach
Cross-functional communication
Video conferencing systems operation

Full Job Description

At First Federal Bank, our core values speak to the heart of our organization and are the essence of our company’s identity. Everything we do is centered around our community, customer service, our stability, and being trustworthy. These values support our mission and vision, shape our culture, and provide a foundation for the future.

Offering a dynamic benefit package that includes but is not limited to:

Four Medical Plan Offerings to choose from
Employer HSA Contributions (Coverage/Plan exclusions)
Employer Provided Life Insurance Policy
Annual Health Incentive
Annual Wellness Reimbursement
Tuition Reimbursement program
Generous Match 401k Retirement Plan
Paid Sick Leave
Paid Vacation Leave
11 Paid Holidays Based on the Federal Reserve Calendar

If you are ready to take on a challenging and rewarding role; we invite you to apply for this exciting opportunity.

Job Purpose:

The Virtual Financial Center Specialist serves as the primary point of contact for customers through digital channels, including phone, video conferencing, chat, and email. This role provides exceptional customer service by identifying customer financial needs, offering appropriate banking products and services, resolving account inquiries, and building long-term customer relationships. The specialist supports customers with everyday banking transactions while promoting financial wellness and achieving individual and team performance goals.

Essential Functions and Responsibilities:

Deliver exceptional customer service through virtual channels including phone, video, chat, and secure messaging.
Build strong customer relationships by understanding financial goals and recommending appropriate products and services.
Assist customers with opening and maintaining deposit accounts, loans, credit cards, and digital banking services.
Process customer transactions accurately and efficiently while adhering to bank policies and procedures.
Educate customers on online banking, mobile banking, remote deposit capture, and other digital financial tools.
Identify opportunities to cross-sell and refer customers to mortgage, investment, insurance, and business banking specialists when appropriate.
Resolve customer issues, complaints, and account inquiries in a timely and professional manner.
Verify customer identities and ensure compliance with Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Know Your Customer (KYC), and other regulatory requirements.
Maintain confidentiality of customer information and safeguard sensitive financial data.
Meet or exceed sales, service quality, productivity, and customer satisfaction goals.
Maintain accurate documentation of customer interactions and account activity.
Stay current on banking products, services, regulations, and technology enhancements.
Participate in ongoing training and professional development.
Perform other duties as assigned.
Provides the best service to our customers with innovative and creative solutions.

Qualifications and Requirements:

Education and Experience

Required

High school diploma or GED.
Minimum of 1–3 years of customer service experience, preferably in banking, financial services, or a call center environment.

Preferred

Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field.
Experience opening consumer deposit accounts and consumer lending products.
Experience working in a virtual or remote customer service environment.
Knowledge of retail banking products and financial services.

Knowledge

Retail banking products and services.
Consumer lending principles.
Banking regulations including BSA, AML, KYC, and privacy requirements.
Digital banking platforms and financial technology.
Customer relationship management (CRM) systems.
Sales and service best practices.

Skills

Outstanding verbal and written communication.
Active listening and problem-solving.
Customer relationship management.
Proven sales and consultative selling techniques.
Time management and organizational skills.
Self-motivated and organized
Conflict resolution and de-escalation.
Strong attention to detail.
Computer proficiency to include Microsoft Office and banking software.
Ability to navigate multiple systems simultaneously.
Action oriented with positive and innovative attitude

Abilities

Build trust and rapport with customers in a virtual environment.
Analyze customer needs and recommend appropriate financial solutions.
Work independently with minimal supervision.
Prioritize multiple tasks in a fast-paced environment.
Embrace and adapt quickly to changing technology and business priorities.
Maintain professionalism while handling confidential information.
Achieve individual and team performance goals.
Collaborate effectively with cross-functional teams.
Ability to think critically and provide solutions
Ability to communicate clearly by phone and video conferencing

Physical and Work Requirements

Ability to remain seated for extended periods while working at a computer.
Frequent use of a computer, keyboard, mouse, and telephone headset.
Visual ability to read computer screens and review electronic documents.
Manual dexterity sufficient to operate standard office equipment.
Ability to work in a fast-paced/high stressed virtual contact center environment.
May require evening, weekend, or holiday availability based on business needs.
Occasional travel for meetings or training may be required.
Extended hours sitting and performing computer tasks may be required.
Employees confirm they are able to perform the essential functions of this position to continue employment with First Federal Bank.

Bilingual candidates encouraged to apply.

Equal Opportunity Employer / Vet / Disability

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Applicant Tracking Software by ExactHire: do6zj73n83w1dlp0x91r

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Refine Your Search

financial specialist jobs in jacksonville fl

(In-House) Virtual Financial Center Specialist

Relationship Banker Business Specialist

Insurance Claims Specialist | Patient Financial Services - Durbin Park

Student Financial Services Specialist

Senior Commercial Banking Specialist

Financial Professional

Commercial Finance Specialist

Internal Accounts Governance Specialist, AVP

Finance Specialist, Participant Program Services & Housing

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

Equipment Finance Tax Specialist I

Financial Services Professional - Hybrid Remote (FL)

Financial Professional – Retirement Benefits Group

Senior Financial Advisor – Experienced Professionals

Financial Professional Healthcare RN/NP/RCP

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