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lead apps business analyst (business and finance) Jobs in Miami

financial analyst 4

Beckman Coulter Life Sciences

<div>Bring more to life.
Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology?
At Beckman Coulter Life Sciences, one of Danaher&rsquo;s 15+ operating companies, our work saves lives&mdash;and we&rsquo;re all united by a shared commitment to innovate for tangible impact.
You&rsquo;ll thrive in a culture of belonging where you and your unique viewpoint matter. And by harnessing Danaher&rsquo;s system of continuous improvement, you help turn ideas into impact &ndash; innovating at the speed of life.
At Beckman Coulter Life Sciences, we know time is the most critical facet in the laboratory today: time to get life-saving therapies to patients faster; reclaiming time by automating tedious manual workflows; and saving time spent addressing erroneous or complex results.
We are partners in time and accelerate answers to critical questions through the power of automation. We develop innovations for scientists by scientists, with many of our 3,300+ global colleagues coming from the laboratory.
It&rsquo;s all part of our time-tested approach to bringing meaningful innovations at the speed of life since 1935. And we&rsquo;re just beginning. Working together, let&rsquo;s put our time and talents together to advance human health for tomorrow.
Learn about the Danaher Business System, which makes everything possible. 
The Financial Analyst is responsible for supporting Commercial and Finance teams by delivering accurate forecasts, financial analysis, and standard reporting. This position partners with Sales, Marketing, and Commercial Operations to improve financial visibility and support effective business decision-making across bookings, revenue, margins, SG&amp;A, and pricing.
This position reports to the Senior Finance Manager, Americas Commercial, and is part of the Commercial Finance organization in Miami, FL, and will be an on-site role.
In this role, you will have the opportunity to:<ul><li>
Prepare and maintain monthly, weekly, and daily bookings and revenue forecasts, including collecting input from Sales and Marketing; and uploading data into the financial planning system.</li><li>
Track, analyze, and report SG&amp;A expenses and headcount for North America Sales and Marketing organizations.</li><li>
Prepare standard weekly and monthly financial reports, including variance analysis.</li><li>
Support price realization and monthly pricing performance reporting.</li><li>
Perform routine and ad hoc financial analysis and data extracts (e.g., margin reviews) to support Commercial and Finance teams</li></ul><div>
The essential requirements of the job include:<div><ul><li>
Bachelor&rsquo;s degree in Accounting, Finance, Economics, or a related business field with 2+ years experience OR Master's degree in field with 0+ years experience</li><li>
Experience in FP&amp;A, Finance, or a comparable analytical role</li><li>
Strong analytical skills with advanced proficiency in Microsoft Excel and PowerBI</li><li>
Experience supporting Sales, Marketing, or other non-finance business teams</li><li>
Experience with financial planning or reporting systems (e.g., EPM, HFM)</li></ul></div>
Beckman Coulter Life Sciences, a Danaher operating company, offers a broad array of comprehensive, competitive benefit programs that add value to our lives. Whether it&rsquo;s a health care program or paid time off, our programs contribute to life beyond the job. Check out our benefits at Danaher Benefits Info.</div>
Join our winning team today. Together, we&rsquo;ll accelerate the real-life impact of tomorrow&rsquo;s science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life.
For more information, visit www.danaher.com.</div>

Financial Analyst

TalentoHC

<div>
 
 We are looking for a mid-level Financial Analyst contract on site in Miami 5 days a week, this is someone who has strong Excel experience for a temporary project.
 
 
 
 
 
 Job details to follow
 
</div>

Financial Analyst Contract

Florida International University

<div>About FIU 
Florida International University is a Top 50, preeminent public research university with 55,000 students from all 50 states and more than 140 countries, as well as an alumni network of more than 340,000. Located in the global city of Miami, the university offers more than 200 degree programs at the undergraduate, graduate and professional levels, including medicine and law. FIU faculty are leaders in their fields and include National Academy members, Fulbright Scholars and MacArthur Genius Fellows. A Carnegie R1 institution, FIU drives impactful research in environmental resilience, health and technology and innovation. Home to the Wall of Wind and Institute of Environment, FIU stands at the forefront of discovery and innovation. With a focus on student success, economic mobility and community engagement, FIU is redefining what it means to be a public research university. 
Job Summary 
Assists in obtaining and validating data to develop and maintain reports required to support consolidated university-wide reporting to the university Board of Trustees, Florida Board of Governors, legislature, and other external entities. Create dashboards and reports and performs variance and financial analysis in support of management and operational needs.
<ul><li>Assists in the preparation and analysis of financial reports to the university Board of Trustees, Florida Board of Governors, legislature, and other external entities.</li><li>
Prepares and maintains the university-wide financial performance variance review package in addition to assisting with the analysis and preparation of quarterly variance reporting to the CFO and university Board of Trustees.</li><li>
Uses data analysis and visualization tools to create and maintain dashboards and reports and performs financial analysis in support of management and departmental operational needs. Assists in training of university-wide finance community on use of financial tools (dashboards and reports).</li><li>
Prepares and distributes necessary reports associated with systematic budgetary controls and salary encumbrances in Commitment Control. Assists in training of university-wide finance community in processes and reports around budgetary controls and salary encumbrances.</li><li>
Assists in the preparation, consolidation and reporting of the university annual Operating Budget. Prepares and maintains all management and departmental reports in support of the university annual operating budget. Assists in the preparation of the annual operating budget to the Florida Board of Governors.</li><li>
Assists in the maintenance of chartfield structure, data, and reporting trees in PeopleSoft Financials.</li><li>
Assists the Office of Financial Resource Management on special projects as needed.</li><li>
Performs essential duties in any emergencies such as hurricanes, public health emergencies, and/or any other university emergency closing. The employee is expected to be available to report to work as needed during university emergency closing with appropriate notification of a department administrator.</li></ul> 
Minimum Qualifications 
Bachelor's degree in a related field and eight (8) years of related experience or Master's degree and five (5) years of related experience. 
Work Schedule 
Begin time: 8:30 AM
End time: 5:00 PM 
Other Information 
Ability to work flexible hours as needed. 
Desired Qualifications 
<ul><li>
Advanced knowledge of Microsoft Office Suite (Excel, Word, PowerPoint).</li><li>
Experience with data analysis and visualization tools.</li></ul> 
Job Category 
Administrative 
Advertised Salary 
$85,000 - $90,000 
Pre-Employment Requirements 
Expanded Background Check 
How To Apply 
Current Employee
As a current employee, you must log into Employee Self Service (ESS) to apply for this and any other internal career opportunity of interest. In this account, you are able to track your applicant status in &quot;My Applications&quot;.
To be considered eligible for the position as an internal candidate, departmental staff must meet minimum requirements of the position and be in good performance standing.
Before you begin the process, we recommend that you are prepared to attach electronic copies of your resume/ curriculum vitae, cover letter or any other documents within the application process. It is recommended that you combine your cover letter and resume into one attachment. Attached documents should be in Microsoft Word or PDF format.<ul><li>This posting will close at 12:00 am of the close date.</li></ul> 
How To Apply 
Prospective Employee
If you have not created a registered account, you will be asked to create a username and password for use of the system. It is recommended that you provide an active/valid e-mail account as that will be the main source of communication regarding your status within the process. In this account, you are able to track your applicant status in &quot;My Applications&quot;.
To be considered eligible for the position as an internal candidate, departmental staff must meet minimum requirements of the position and be in good performance standing.
Before you begin the process, we recommend that you are prepared to attach electronic copies of your resume, cover letter or any other documents within the application process. It is recommended that you combine your cover letter and resume/curriculum vitae into one attachment. Attached documents should be in Microsoft Word or PDF format. All applicants are required to complete the online application including work history and educational details (if applicable), even when attaching a resume.<ul><li>This posting will close at 12:00 am of the close date.</li></ul> 
Disclosures 
Clery Notice
In compliance with the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, the University Police department at Florida International University provides information on crimes statistics, crime prevention, law enforcement, crime reporting, and other related issues for the past three (3) calendar years. The FIU Annual Security report is available online at: https://police.fiu.edu/download/annual-security-fire-safety-report/. 
 
To obtain a paper copy of the report, please visit the FIU Police Department located at 885 SW 109th Avenue, Miami, FL, 33199 (PG5 Market Station).
Pay Transparency
Florida International University will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Notice of Non-Discrimination
FIU is a State University System of Florida member, Equal Opportunity, Equal Access, and Affirmative Action Employer for individuals with disabilities and veterans. All qualified applicants will receive consideration for employment decisions, programs, and events without regard to race, color, religion, sex, age, national origin, disability, or protected veteran status. For inquiries regarding non-discrimination, contact FIU's Office of Civil Rights at 305.348.2785 or email ocr@fiu.edu.
Reasonable Accommodation Statement
Should you need an ADA accommodation to participate in a University event, program, or activity or need to request materials in an accessible format, please contact FIU's Office of Civil Rights (OCR) at 305-348-2785 or accommodations@fiu.edu. All requests for ADA accommodation or accessible materials for this event must be submitted to OCR at least seven (7) business days prior to the event or at the earliest possible opportunity.</div>

Financial Analyst 4

<div>About FIU 
Florida International University is a Top 50, preeminent public research university with 55,000 students from all 50 states and more than 140 countries, as well as an alumni network of more than 340,000. Located in the global city of Miami, the university offers more than 200 degree programs at the undergraduate, graduate and professional levels, including medicine and law. FIU faculty are leaders in their fields and include National Academy members, Fulbright Scholars and MacArthur Genius Fellows. A Carnegie R1 institution, FIU drives impactful research in environmental resilience, health and technology and innovation. Home to the Wall of Wind and Institute of Environment, FIU stands at the forefront of discovery and innovation. With a focus on student success, economic mobility and community engagement, FIU is redefining what it means to be a public research university. 
Job Summary 
The Lead Applications Business Analyst leads the management, configuration, and ongoing support of the Division of Finance &amp; Administration's enterprise applications and reporting infrastructure. This includes administering the Division's Microsoft SQL Server and Windows Server reporting environment, supporting business intelligence delivery across Power BI, Oracle BI, Tableau, and Excel, and serving as the primary liaison between Division stakeholders, central IT, and vendors. The position is responsible for building and maintaining a suite of Microsoft Power Apps tools for Division business operations, supporting budget, financial, reporting, and data-driven tools in PeopleSoft Financials, and implementing artificial intelligence solutions to improve operational efficiency in areas such as travel expense review. The Lead Applications Business Analyst plays a critical role in ensuring systems are reliable, secure, and aligned with institutional objectives while advancing data-driven decision-making across the Division.<ul><li>
Serves as the functional lead and subject matter expert for the Division of Finance &amp; Administration's enterprise applications, including PeopleSoft Financials, budgeting, reporting, and data-driven decision-support tools.</li><li>
Manages and administers the Division's reporting server environment hosted on Microsoft Windows Server and Microsoft SQL Server, ensuring availability, performance, security, and scalability of the reporting infrastructure.</li><li>
Supports the development and delivery of reports, dashboards, and analytics across Microsoft Power BI, Oracle BI, Tableau, and Microsoft Excel by ensuring data availability, integrity, and accessibility on the reporting server. Collaborates with the reporting team to troubleshoot data issues, optimize query performance, and maintain reliable data pipelines that support financial, budgetary, and operational reporting needs across the Division.</li><li>
Designs, develops, and deploys a suite of Microsoft Power Apps solutions to streamline business operations across the Division, including workflows for procurement, facilities, human resources, and administrative services.</li><li>
Supports and enhances budget, financial, reporting, and data driven tools within PeopleSoft Financials, including configuration, query development, troubleshooting, and end user support for modules such as General Ledger, Accounts Payable, Purchasing, and Budget.</li><li>
Leads the identification, evaluation, and implementation of artificial intelligence (AI) solutions to improve Division operations, including but not limited to automated travel expense review, HR action processing, document classification, and anomaly detection in financial transactions.</li><li>
Utilizes Microsoft SQL Server and enterprise data warehouse tools to query, analyze, and validate financial and operational data. Develops optimized SQL queries, stored procedures, and ETL processes to support dashboards, ad hoc reporting, analytics, and executive reporting needs across multiple BI platforms.</li><li>
Ensures data integrity, accuracy, and consistency across integrated systems including PeopleSoft Financials, the reporting server, and BI platforms. Develops and maintains data governance standards, validation procedures, and reconciliation processes for financial and operational data.</li><li>
Leads efforts to automate and streamline business processes using Microsoft Power Platform (Power Apps, Power Automate, Power BI), enterprise application features, and AI driven tools. Partners with stakeholders across the Division to assess workflow effectiveness and recommend technology enabled improvements.</li><li>
Oversees end user support and prioritization of application service requests for Division reporting tools, Power Apps, PeopleSoft Financials, and AI solutions. Develops training materials, documentation, and job aids for technical and non technical audiences. Delivers training and knowledge sharing sessions on new and existing applications.</li><li>
Leads projects and initiatives using established project management methodologies, including reporting server upgrades, Power Apps rollouts, AI implementations, and PeopleSoft enhancement projects. Provides regular status updates on projects, risks, and deliverables to management.</li><li>
Acts as a liaison between Division business units, central IT, and vendors to ensure successful delivery of reporting, Power Apps, PeopleSoft, and AI driven application solutions.</li></ul> 
Desired Qualifications 
<ul><li>
Working knowledge of Microsoft Windows Server OS 2008/2012/2016, SQL Server 2012/2014/2016.</li><li>
Working knowledge of SharePoint farm and site collections administration, forms, workflow creation, and customization.</li><li>
Working knowledge of Active Directory, LAN/WAN, TCP/IP, HTTP, DNS</li><li>
Experience with working in VMWare/Virtualized environment</li><li>
Proficiency with Microsoft Productivity Suite.</li><li>
Prior experience with enterprise applications support.</li><li>
Working knowledge of SharePoint PowerShell scripting.</li><li>
Experience with working in academic and healthcare environment preferred.</li></ul> 
Job Category 
Administrative 
Advertised Salary 
$90,000 - $100,000 
Work Schedule 
Begin time: 8:30 AM
End time: 5:00 PM 
Pre-Employment Requirements 
Expanded Background Check 
Other Information 
Ability to work flexible hours as needed. 
How To Apply 
Current Employee
As a current employee, you must log into Employee Self Service (ESS) to apply for this and any other internal career opportunity of interest. In this account, you are able to track your applicant status in &quot;My Applications&quot;.
To be considered eligible for the position as an internal candidate, departmental staff must meet minimum requirements of the position and be in good performance standing.
Before you begin the process, we recommend that you are prepared to attach electronic copies of your resume/ curriculum vitae, cover letter or any other documents within the application process. It is recommended that you combine your cover letter and resume into one attachment. Attached documents should be in Microsoft Word or PDF format.<ul><li>This posting will close at 12:00 am of the close date.</li></ul> 
How To Apply 
Prospective Employee
If you have not created a registered account, you will be asked to create a username and password for use of the system. It is recommended that you provide an active/valid e-mail account as that will be the main source of communication regarding your status within the process. In this account, you are able to track your applicant status in &quot;My Applications&quot;.
To be considered eligible for the position as an internal candidate, departmental staff must meet minimum requirements of the position and be in good performance standing.
Before you begin the process, we recommend that you are prepared to attach electronic copies of your resume, cover letter or any other documents within the application process. It is recommended that you combine your cover letter and resume/curriculum vitae into one attachment. Attached documents should be in Microsoft Word or PDF format. All applicants are required to complete the online application including work history and educational details (if applicable), even when attaching a resume.<ul><li>This posting will close at 12:00 am of the close date.</li></ul> 
Disclosures 
Clery Notice
In compliance with the Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, the University Police department at Florida International University provides information on crimes statistics, crime prevention, law enforcement, crime reporting, and other related issues for the past three (3) calendar years. The FIU Annual Security report is available online at: https://police.fiu.edu/download/annual-security-fire-safety-report/. 
 
To obtain a paper copy of the report, please visit the FIU Police Department located at 885 SW 109th Avenue, Miami, FL, 33199 (PG5 Market Station).
Pay Transparency
Florida International University will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Notice of Non-Discrimination
FIU is a State University System of Florida member, Equal Opportunity, Equal Access, and Affirmative Action Employer for individuals with disabilities and veterans. All qualified applicants will receive consideration for employment decisions, programs, and events without regard to race, color, religion, sex, age, national origin, disability, or protected veteran status. For inquiries regarding non-discrimination, contact FIU's Office of Civil Rights at 305.348.2785 or email ocr@fiu.edu.
Reasonable Accommodation Statement
Should you need an ADA accommodation to participate in a University event, program, or activity or need to request materials in an accessible format, please contact FIU's Office of Civil Rights (OCR) at 305-348-2785 or accommodations@fiu.edu. All requests for ADA accommodation or accessible materials for this event must be submitted to OCR at least seven (7) business days prior to the event or at the earliest possible opportunity.</div>

Lead Apps Business Analyst (Business and Finance)

Elevance Health

<div>Business Information Analyst II - HEDIS Quality Analytics
Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
PLEASE NOTE: This position is not eligible for current or future visa sponsorship.
Carelon, a proud member of the Elevance Health family of companies, is a healthcare services organization that takes a whole-health approach to making care more integrated, personalized, and affordable. We put people at the center&mdash;connecting physical, behavioral, social, and pharmacy services, along with clinical expertise, research, operations, and advanced technology to help care work better, together. 
 
Among us are specialty-care physicians, nurse practitioners, pharmacists, engineers, data scientists, and other dedicated and caring health professionals. While our roles may differ, our purpose is shared: to make a positive impact on whole health.
The Business Information Analyst II will be responsible for analyzing, reporting and developing recommendations on data related to multiple, varied business metrics.
How You Will Make an Impact:<ul><li>
Creates and maintains databases to track business performance.</li><li>
Analyzes data and summarizes performance using summary statistical procedures.</li><li>
Develops and analyzes business performance reports (e.g. for claims data, provider data, utilization data) and provides notations of performance deviations and anomalies.</li><li>
Creates and publishes periodic reports, makes necessary recommendations, and develops ad hoc reports as needed.</li><li>
May require taking business issues and devising the best way to develop appropriate diagnostic and/or tracking data that will translate business requirements into usable decision support tools.</li></ul>
Minimum Requirements:<ul><li>
Requires a BS/BA degree in a related field and a minimum of 2 years related operational and/or data analysis experience, experience in database structures, and standard query and reporting tools; or any combination of education and experience which would provide an equivalent background.</li></ul>
Preferred Skills, Capabilities, &amp; Experiences:<ul><li>
Understanding multiple data sources and formats and utilizing multiple data systems to analyze HEDIS results is preferred.</li><li>
Experience with relational databases and knowledge of query tools and statistical software is strongly preferred including SQL.</li><li>
Strong MS Office command. Power BI skills experience a plus.</li><li>
Experience with Jira, ServiceNow, or other ticketing systems preferred.</li><li>
Alteryx and Python experience a plus.</li></ul> 

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities &ndash; and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact elevancehealthjobssupport@elevancehealth.com for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.</div>

Business Information Analyst II - HEDIS Quality Analytics

Truist

<div>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)<h3 class="jobSectionHeader">
Please review the following job description:</h3>
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client&rsquo;s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.
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. 
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients&rsquo; unique needs. 
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. 
 
QUALIFICATIONS 
Required Qualifications: 
The requirements listed below 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. 
1. High school diploma or equivalent education 
2. Two years of teller or cash handling or client service experience 
3. Six months of client relationship building or sales experience 
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 
6. Ability to multi-task under time constraints 
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included 
 
Preferred Qualifications:
1. One year of client relationship building or sales experience 
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 
3. Experience with sourcing and prospecting for new clients and client relationship building 
4. General understanding of bank operations, policies and procedures 
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work</div>

Universal Banker - Flagler

Ocean Bank

<div>Overview:
<div>
The Personal Banking Officer (Coral Way Branch) is responsible for delivering personalized service and support across all aspects of customer engagement, relationship management, and account maintenance within the branch.
</div>Responsibilities:
<div>
This role assists in managing client relationships and supports a variety of banking functions, including customer transactions, loan processing, credit analysis, overdraft and returned item handling, and general administrative tasks. The Personal Banking Officer must ensure full compliance with all applicable Customer Identification Program (CIP) and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) regulatory requirements.</div>
Qualifications:
<ul><li><div>
Education/Experience:</div><div>
Requirements</div> 
<div></div><ul><li>
Associate&rsquo;s degree in Business (Finance or Accounting).</li><li>
4+ years of banking experience required, directly related to servicing customers in retail banking branch operations.</li></ul><div>
Combination of education and experience will be considered.</div><div> 
</div><div>Skills &amp; Competencies</div><ul><li>
Ability to understand and implement job related policies and procedures.
</li><li>Knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.
</li><li>Ability to handle financial transactions, fraud detection, and customer dispute resolution.</li><li>
Experience working in a team (sales and service), and high-quality service advocacy.
</li><li>Knowledge of the completion of KYC.
</li><li>Comprehension of banking laws and applicable compliance regulations.
</li><li>Must possess excellent verbal and written communication skills, interpersonal and organizational skills.</li><li>
Proficiency in MS Office Software, (Excel, Word, Outlook, Power Point, and Teams).</li></ul><div></div><div> 
Preferences</div><ul><li>
Bachelor&rsquo;s Degree in Business Administration (Business, Finance preferred) with two (2) years of banking experience, directly related to servicing customers in retail banking branch operations.</li></ul><div> 
</div><div>Licenses/Certifications</div><ul><li>
None</li></ul></li></ul>
Job Posting Locations: In this role you can work onsite from Miami, Florida, United States</div>

Personal Banking Officer

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