Member Service Representative jobs at Apple Federal Credit Union - 239 jobs
Manassas Member Service Representative I (part time)
Apple Federal Credit Union 4.5
Member service representative job at Apple Federal Credit Union
Job Description
Why Join Apple?
At Apple Federal Credit Union, we're more than a financial institution; we're a community-focused organization powered by passionate people. With 24 branches across Northern Virginia and a proud legacy of service, we're committed to improving the lives of our members and the communities we serve.
We believe our employees are our greatest asset. That's why we foster a supportive workplace culture that values inclusiveness, innovation and growth. Whether you're just starting out or advancing your career, you'll find opportunities for professional development, mentorship and meaningful impact.
Why Work at Apple FCU
Recognized as a USA Top Workplace (2025) and Top Workplace by The Washington Post (2024)
Collaborative, welcoming environment with forward-thinking leadership
Competitive, comprehensive benefits package, including:
Medical, dental and vision coverage
401(k) with employer match
Paid time off and 11 paid federal holidays
Paid volunteer time to give back
Tuition reimbursement and ongoing training opportunities
Annual TEAM Bonus plan
Position Summary:
As a MemberServicesRepresentative I at Apple Federal Credit Union, you will be the face of our organization, providing exceptional service to our members. Your responsibilities include processing transactions, assisting with account inquiries, and promoting our products. You'll play a vital role in maintaining positive member relationships and ensuring compliance with credit union policies.
Responsibilities:
Member Engagement:
Represent the credit union to members with courtesy and professionalism, whether in person, by mail, or over the telephone.
Efficiently process transactions, including deposits, withdrawals, and account transfers.
Balance checks and cash accurately, ensuring compliance with daily cash received vouchers.
Loan and Account Services:
Receive loan payments, checks, and cash for deposit into members' savings and checking accounts.
Verify amounts and examine checks for proper endorsement and negotiability.
Input transaction information into our computer system via PC.
Respond to member correspondence regarding account transactions.
Information and Outreach:
Provide basic account information on loans and share products to members as needed.
Under the guidance of branch management, contact members regarding deposit accounts, loan applications, and other relevant products.
Record member activity in the Synapsys MRM system.
Service Excellence:
Embrace the “Pillars of MemberService” by consistently delivering friendly and professional interactions to both internal and external members.
Stay informed about all Apple FCU products, services, policies, and procedures.
Complete internal training requirements promptly.
Sales and Compliance:
Identify cross-selling opportunities based on Synapsys recommendations and refer members accordingly.
Process member requests for share withdrawals.
Adhere to Apple FCU Security Policy, CTR (Currency Transaction Report) and SAR (Suspicious Activity Report) reporting, and negotiable items procedures.
Refer any questionable transactions to your immediate supervisor.
Qualifications-all required unless otherwise noted:
At least 12 months of experience in a financial institution or cash handling role.
High school diploma or equivalent (GED).
Strong interpersonal skills and a commitment to exceptional member/customer service.
Effective oral and written communication abilities.
Willingness to learn and promote credit union products.
Proficiency with basic math and attention to detail.
Ability to navigate PC-based systems.
Comfort working in a financial institution environment.
Employment Type: Part-Time
Location: 8700 Centreville Road, Suite 101, Manassas, VA 20110
***Apple Federal Credit Union values, encourages, and implements diversity in the workplace.
As an equal opportunity employer, Apple Federal Credit Union does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.
All selected candidates will be subject to credit and background checks to determine employment eligibility.***
$26k-31k yearly est. 1d ago
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LLM Customization Lead - NLP Data Scientist
Capital One 4.7
McLean, VA jobs
A leading financial services company seeks an experienced AI/ML specialist to deliver innovative products aimed at transforming customer interactions. The role demands expertise in natural language processing, machine learning, and large language models. Candidates should possess a robust educational background in quantitative fields, significant experience with AWS, and proficiency in programming languages such as Python or R. This position emphasizes continuous learning and implementing advanced technological solutions for enhanced user experiences.
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$79k-108k yearly est. 4d ago
Wholesale Relationship Specialist IV (Hybrid)
Atlantic Union Bank 4.3
Reston, VA jobs
Accountabilities
Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
Maintains a strong working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists.
Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.
Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.
Gathers, images, and files financial statements and documents as needed.
Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.
Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.
Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.
Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests.
If in Commercial Real Estate, the Relationship Specialist will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents, which requires granular oversight.
Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others.
Assists with reporting and clearing exceptions associated with loan and deposit accounts.
Prepares loan account pay off quotes and coordinates collateral releases as applicable.
Assists with the preparation of client presentation materials.
Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
Serves as subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing.
Assists with mentoring, coaching, and training new and existing Relationship Specialists.
Completes all assigned training, including but not limited to compliance training, on or before the due date.
Serves as a back-up for other Relationship Specialists to ensure a balanced workload.
Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed.
May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assists with creating common knowledge and consistent practices within
This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts.
Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
Performs other duties as assigned.
Organizational Relationship
This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support
Position Qualifications
Education & Experience
High school diploma or equivalent, college degree preferred
Seven plus years of wholesale or consumer banking or industry related experience required
Three plus years of commercial loan and deposit experience required
Knowledge & Skills
Exceptional customer service and problem-solving proficiency
Superior time management
Excellent oral, written, and interpersonal communication
Very organized and detail oriented
Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral
Expert proficiency in reading and interpreting UCC lien and judgment search results
Ability to prioritize and manage multiple priorities
Flexible, able to adapt to change
Ability to work independently as well as within a team environment
Outstanding analytical skills
First-rate computer skills relevant to Microsoft 365 Suite
Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust
Strong working knowledge of business deposit accounts
Extensive and strong working knowledge of banking software programs
Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
Management and mentor experience are beneficial.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$57k-95k yearly est. 3d ago
Recovery Representative (Hybrid)
Atlantic Union Bank 4.3
Richmond, VA jobs
This position is responsible for increasing recovery revenue by communicating with borrowers and utilizing legal remedies to negotiate and to recover monies owed on charged-off accounts in an efficient and professional manner. This role requires customer servicing skills, strong attention to detail and accuracy, the ability to adapt well to change and some knowledge of the debt collection laws, regulations and compliance policies.
Position Accountabilities
Handle outbound or inbound telephone calls with the goal of gaining full payment recovery
Work within established guidelines on settlement offer requests and negotiating repayment plans
Document all recovery account activity in the collection system
Ensure other work related systems are updates
Prepare legal documents
Work closely with other departments, branches and vendors
Perform administrative duties as delegated
Work hours as scheduled including overtime and weekend hours when needed
Adhere to all applicable laws and regulations governing bank operations, including but not limited to compliance with Atlantic Union Bank's Policy and Procedures
Perform other departmental duties as assigned by management
Organizational Relationship
This position reports to the Recovery Manager
Position Qualifications
Education & Experience
Minimum of a high school diploma or equivalent
Excellent communication skills
Customer service focus
Ability to recommend and negotiate payment arrangements
Strong computer skills
Knowledge & Skills
Two years plus of collections, recovery, customer service or contact center work environment, or legal experience preferred
Knowledgeable of Fair Debt Collection Practices
High level of maturity and ability to deal in confidence with sensitive personal and financial information
Proficient computer skills relevant to Outlook, Word and Excel
Must be able to travel within Virginia
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$29k-40k yearly est. 4d ago
Client Service Representative - Floater(Part Time 20 Hours) (Front Royal Branch)
Atlantic Union Bank 4.3
Front Royal, VA jobs
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client ServicesRepresentative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are currently offering an hourly amount between $18 and $20 dollars an hour.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$18-20 hourly 3d ago
Member Associate
Navy Federal Credit Union 4.7
Virginia Beach, VA jobs
To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision.
Responsibilities
Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.)
Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction
Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors
Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area
Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments
Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications
Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration
Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach
Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures
Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations
Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts
Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives
Assist in training and onboarding n
Qualifications
Self-motivated, results driven, team player with strong ability to collaborate with others
Experience in an administrative support capacity, preferably in customer service or financial services
Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations
Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
Familiarity with investment products, services, processes, requirements, and systems
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced customer service and relationship management skills
Ability to remain calm and courteous under pressure while dealing with internal and external members/customers
Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact
Ability to interpret and explain regulations, instructions, and procedures
Effective skill exercising initiative and using good judgment to make sound decisions
Effective organizational, planning and time management skills
Effective research, analytical, and problem-solving skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Experience with managing multiple priorities independently and/or in a team environment to achieve goals
Effective verbal and written communication skills
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective word processing and spreadsheet software skills
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Working knowledge of Navy Federal/NFIS products and services
Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures
FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License
Hours: Monday - Friday, 8:30AM - 5PM Hybrid
Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
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and
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$37k-68k yearly est. 5d ago
Member Associate
Navy Federal Credit Union 4.7
Winchester, VA jobs
To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision.
Responsibilities
Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.)
Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction
Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors
Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area
Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments
Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications
Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration
Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach
Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures
Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations
Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts
Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives
Assist in training and onboarding n
Qualifications
Self-motivated, results driven, team player with strong ability to collaborate with others
Experience in an administrative support capacity, preferably in customer service or financial services
Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations
Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
Familiarity with investment products, services, processes, requirements, and systems
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced customer service and relationship management skills
Ability to remain calm and courteous under pressure while dealing with internal and external members/customers
Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact
Ability to interpret and explain regulations, instructions, and procedures
Effective skill exercising initiative and using good judgment to make sound decisions
Effective organizational, planning and time management skills
Effective research, analytical, and problem-solving skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Experience with managing multiple priorities independently and/or in a team environment to achieve goals
Effective verbal and written communication skills
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective word processing and spreadsheet software skills
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Working knowledge of Navy Federal/NFIS products and services
Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures
FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License
Hours: Monday - Friday, 8:30AM - 5PM Hybrid
Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$35k-63k yearly est. 5d ago
Member Service Representative (Full-Time) - NAS Oceana/Dam Neck
Navy Federal Credit Union 4.7
Virginia Beach, VA jobs
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: NAS Oceana 5th Street, Bldg 528, Virginia Beach, Virginia 23460 | NAS Oceana, Dam Neck Annex Bldg 200, Virginia Beach, Virginia 23461
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$25k-32k yearly est. 3d ago
Member Service Representative (Part-time) - Springfield
Navy Federal Credit Union 4.7
Springfield, VA jobs
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: 6225 Brandon Avenue Suite 140, Springfield, Virginia 22150
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$25k-32k yearly est. 3d ago
Wholesale Relationship Specialist IV
Atlantic Union Bank 4.3
Roanoke, VA jobs
The Relationship Specialist IV responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience. The Relationship Specialist IV also provides support to the Manager of Wholesale Support and/or the Group Leader, Wholesale Support in training and mentoring junior Relationship Specialists.
Position Accountabilities
Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
Maintains a strong working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists.
Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.
Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.
Gathers, images, and files financial statements and documents as needed.
Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.
Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.
Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.
Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests.
If in Commercial Real Estate, the Relationship Specialist will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents, which requires granular oversight.
Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others.
Assists with reporting and clearing exceptions associated with loan and deposit accounts.
Prepares loan account pay off quotes and coordinates collateral releases as applicable.
Assists with the preparation of client presentation materials.
Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
Serves as subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing.
Assists with mentoring, coaching, and training new and existing Relationship Specialists.
Completes all assigned training, including but not limited to compliance training, on or before the due date.
Serves as a back-up for other Relationship Specialists to ensure a balanced workload.
Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed.
May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assists with creating common knowledge and consistent practices within
This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts.
Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
Performs other duties as assigned.
Organizational Relationship
This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support
Position Qualifications
Education & Experience
High school diploma or equivalent, college degree preferred
Seven plus years of wholesale or consumer banking or industry related experience required
Three plus years of commercial loan and deposit experience required
Knowledge & Skills
Exceptional customer service and problem-solving proficiency
Superior time management
Excellent oral, written, and interpersonal communication
Very organized and detail oriented
Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral
Expert proficiency in reading and interpreting UCC lien and judgment search results
Ability to prioritize and manage multiple priorities
Flexible, able to adapt to change
Ability to work independently as well as within a team environment
Outstanding analytical skills
First-rate computer skills relevant to Microsoft 365 Suite
Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust
Strong working knowledge of business deposit accounts
Extensive and strong working knowledge of banking software programs
Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
Management and mentor experience are beneficial.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$58k-98k yearly est. 3d ago
Member Service Representative (Full-Time) - Centreville/Centreville Square
Navy Federal Credit Union 4.7
Centreville, VA jobs
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 5900 Fort Drive Suite 110, Centreville, Virginia 20121 | 6011 Centreville Crest Lane, Centreville, Virginia 20121
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$25k-32k yearly est. 3d ago
Wholesale Relationship Specialist III
Atlantic Union Bank 4.3
Reston, VA jobs
The Relationship Specialist III responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience.
Position Accountabilities
Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
Maintains a working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity.
Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.
Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.
Gathers, images, and files financial statements and documents as needed.
Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.
Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.
Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.
Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests.
If in Commercial Real Estate, Relationship Specialists will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents.
Maintains a working knowledge of specialized loans, including but not limited to modified builder lines, asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities.
Assists with reporting and clearing exceptions associated with loan and deposit accounts.
Prepares loan account pay off quotes and coordinates collateral releases as applicable.
Assists with the preparation of client presentation materials.
Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
May assist junior Relationship Specialists with reviewing loan documentation prior to closing.
Assists with mentoring, coaching, and training new and existing Relationship Specialists.
Completes all assigned training, including but not limited to compliance training, on or before the due date.
Serves as a back-up for other Relationship Specialists to ensure a balanced workload.
Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
Performs other duties as assigned.
Organizational Relationship
This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support
Position Qualifications
Education & Experience
High school diploma or equivalent, college degree preferred
Five plus years of commercial or consumer banking or industry related experience required
One to three years of commercial loan and deposit experience required
Knowledge & Skills
Exceptional customer service and problem-solving proficiency
Superior time management
Excellent oral, written, and interpersonal communication
Very organized and detail oriented
High level of proficiency in reading Title Policies and understanding of Real Estate Collateral
High level of proficiency in reading and interpreting UCC lien and judgment search results
Ability to prioritize and manage multiple priorities
Flexible, able to adapt to change
Ability to work independently as well as within a team environment
Outstanding analytical skills
First-rate computer skills relevant to Microsoft 365 Suite
High level of proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Master Deeds of Trust
Working knowledge of banking software programs
Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
Mentor experience is beneficial
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$57k-95k yearly est. 4d ago
Member Associate
Navy Federal Credit Union 4.7
Vienna, VA jobs
To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision.
Responsibilities
Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.)
Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction
Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors
Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area
Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments
Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications
Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration
Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach
Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures
Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations
Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts
Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives
Assist in training and onboarding n
Qualifications
Self-motivated, results driven, team player with strong ability to collaborate with others
Experience in an administrative support capacity, preferably in customer service or financial services
Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations
Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
Familiarity with investment products, services, processes, requirements, and systems
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced customer service and relationship management skills
Ability to remain calm and courteous under pressure while dealing with internal and external members/customers
Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact
Ability to interpret and explain regulations, instructions, and procedures
Effective skill exercising initiative and using good judgment to make sound decisions
Effective organizational, planning and time management skills
Effective research, analytical, and problem-solving skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Experience with managing multiple priorities independently and/or in a team environment to achieve goals
Effective verbal and written communication skills
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective word processing and spreadsheet software skills
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Working knowledge of Navy Federal/NFIS products and services
Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures
FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License
Hours: Monday - Friday, 8:30AM - 5PM Hybrid
Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$36k-65k yearly est. 5d ago
Client Service Representative - Floater (Tysons Corner Branch)
Atlantic Union Bank 4.3
Vienna, VA jobs
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client ServicesRepresentative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
Currently, we are offering a salary range between $19.00 and $23.00 dollars an hour for this role.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$19-23 hourly 3d ago
Member Service Representative (Full-Time) - Williamsburg
Navy Federal Credit Union 4.7
Williamsburg, VA jobs
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 5226 Monticello Avenue Suite F-100, Williamsburg, Virginia 23188
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
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and
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$25k-32k yearly est. 3d ago
Client Service Representative (Sandbridge Branch)
Atlantic Union Bank 4.3
Virginia Beach, VA jobs
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client ServicesRepresentative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$28k-39k yearly est. 3d ago
Client Service Representative - Floater (Reston Branch)
Atlantic Union Bank 4.3
Reston, VA jobs
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client ServicesRepresentative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$29k-39k yearly est. 3d ago
Loan Servicing Representative II (1836)
State Department Federal Credit Union 4.5
Alexandria, VA jobs
At SDFCU, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more.
Benefits and Perks of SDFCU Include:
Diversity and Inclusion: Work in an environment that values and respects all team members
Paid Holidays: Enjoy 12 paid holidays a year, including your birthday
Flexible Work Options: Potential work-from-home options after the introductory period
Generous Paid Time Off: Ample vacation and personal days to maintain a health work-life balance
Tuition Reimbursement: Support for your ongoing education and career development
Commute/Parking Incentives: Financial incentives for your daily parking
Comprehensive Insurance: Access to excellent medical, dental, and vision insurance packages
Gym Reimbursement: Stay healthy with our gym membership reimbursement program
Team Bonding: Participate in company and team bonding events that foster a collaborative work environment
Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth.
State Department Federal Credit Union is seeking a Loan ServicingRepresentative II to support key functions in loan processing, member support, and financial counseling.
Essential Duties and Responsibilities:
Process monthly Moneyline review reports
Process charge-offs via Episys
Manage CheckSystems reporting
Oversee lien recordation
Title follow-up with DMVs and dealerships
Support members through credit counseling and financial wellness education.
Managing the BALANCE program and vendor relationship
Review third-party counseling proposals
Handle total loss claims
Post payoff checks
Prepare title documents for release.
Qualifications
Required Skills and Competencies:
Minimum of 4 years credit union or financial institution experience related to consumer loan products and the servicing of loans and insurance products. Episys, Streamlend, MeridianLink and FDR experience are a plus.
Business degree or related Credit Union, Consumer Lending experience helpful.
Excellent interpersonal, verbal and written communication skills.
Excellent organizational skills and attention to details.
Consumer Credit Counseling Certification helpful.
Ability to perform multiple tasks accurately and meet strict deadlines.
Demonstrated expertise using Microsoft Office suite.
Ability to work flexible hours, to include working overtime and weekend hours, with minimal advance notice.
$24k-47k yearly est. 6d ago
Associate Customer Service Representative Everyday Banking
Wells Fargo Bank 4.6
Roanoke, VA jobs
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer ServiceRepresentative Everyday Banking in Roanoke. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
Regularly receive direction from supervisor and escalate questions and issues to more senior employees
Interact with team on basic information, plus internal or external customers
Required Qualifications:
6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
Ability to execute in a fast paced, high demand, metric driven call center environment
Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
Must be able to attend full duration of required training period
This position is not eligible for Visa sponsorship
Ability to work additional hours as needed
Schedule may be eligible for a shift differential under the terms of the shift differential policy
Must work on-site at the location posted
Training and Schedule:
You will receive in-depth classroom training, continue on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
Training class starts on 02/02 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
We're open from Sunday - Saturday, 6:00 am - 12:00 am (EST). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy.
Compensation:
Starting rate $20.00 per hour
Posting Location(s):
7711 Plantation Rd Roanoke VA 24019
@RWF22
Posting End Date:
18 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$20 hourly 35d ago
Associate Customer Service Representative Credit Cards
Wells Fargo 4.6
Roanoke, VA jobs
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer ServiceRepresentative in Roanoke. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
Consumer Lending businesses empower millions of customers to achieve their dreams every day. Whether it's buying a home, purchasing a car, funding a significant purchase, or making important daily credit card purchases, Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services.
In this role you will:
* Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
* Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
* Regularly receive direction from supervisor and escalate questions and issues to more senior employees
* Interact with team on basic information, plus internal or external customers
Required Qualifications:
* 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
* Ability to execute in a fast paced, high demand, metric driven call center environment
* Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
* Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
* Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
* Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
* Must be able to attend full duration of required training period
* This position is not eligible for Visa sponsorship
* Ability to work additional hours as needed
* Schedule may be eligible for a shift differential under the terms of the shift differential policy
* Must work on-site at the location posted
Training Schedule:
* Training class will be for 8 weeks, 8:00am - 4:30pm Monday-Friday. Work schedule after training will be provided prior to start date.
* We're open from Sunday - Saturday, 7:00 am - 8:00pm (EST).
* Your regular work schedule will be based on business need and will include working a weekend day and some holidays.
Job Location:
* 7711 Plantation Rd Roanoke VA 24019
@RWF22
Posting End Date:
11 Feb 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.