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Call Federal Credit Union jobs - 52 jobs

  • Member Service Consultant Teller

    Call Federal Credit Union 3.7company rating

    Call Federal Credit Union job in Virginia

    Responsive recruiter Serve as a liaison between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff Essential Functions and Responsibilities: Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statements Educate members regarding all Call Federal products and services in a consistent sales environment Uses knowledge of a specific product, service, or other assigned area of expertise to answer member inquiries via face-to-face, telephone and or email Provide prompt efficient accurate information and basic teller transactions and adhere to Call Federal check cashing and deposit authority limits Verifies important information including endorsements, dates, and identification, to cash or deposit checks and pay out funds. Open accounts for existing members Provide services such as Visa gift cards and Visa cash advances Respond to member requests/ problems/ complaints and direct them to appropriate staff for additional assistance Ordering of all electronic/digital services Accountability for all assets under your control; including cash drawer, if applicable Process check imaging thru branch capture daily Assist members with all member service forms Uncover opportunities for member engagement, via in person or outbound sales calls to achieve sales goals Advocate and demonstrate company brand Other duties as assigned Qualifications: High school diploma or equivalent Previous cash handling experience, minimum of a year Previous retail experience, minimum of a year Requires flexible schedule availability including evenings and weekends Excellent interpersonal skills required Self-motivated; can work independently, but also in a team environment Takes initiative to proactively add value to the member and credit union Positive and optimistic Trustworthy and honest Attention to details a must Acceptable background check; credit, criminal and insurance verification Environmental Factors and Physical Requirements: This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations, and the ability to stand, walk stoop, kneel, crouch and manipulate (lift, carry, move) light to medium weights of 1-25 pounds. Requires good hand-eye coordination, arm hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read application information. The employee frequently is required to sit, reach with arms, talk and hear. Benefits: Medical Insurance Dental Insurance Vision Insurance Voluntary Life Pet Insurance HSA/FSA/DCA Accident Insurance Critical Illness Insurance 401K with generous employer contribution Company Paid Benefits Include: Group Life Insurance Short-term Disability Long-term Disability Parental Leave HSA Employer Contribution and Matching Employer Paid HRA 10 Paid Holidays Birthday Off with Pay Paid Community Service Time PTO Location: 7217 Hancock Village St, Chesterfield, VA 23832 Hours: Monday - Thursday 8:45-5:15, Friday 8:45-6:15, Saturday 8:45-12:15 Compensation: $16.95 per hour We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Call Federal Credit Union provides passionately local banking, opening doors to our members' financial health. As a full service financial co-operative, we're driven by our members, rather than investors. And because we're not-for-profit, our earnings are passed along to our members in the form of lower loan rates, higher savings dividends, and fewer fees. In addition to great rates, Call Federal members also enjoy a variety of perks, including discounted entertainment tickets (amusement parks, movies, concerts, etc.) and savings on mobile phone plans, travel, and more. Membership is open to anyone who lives, works, worships, or attends school in the Greater Richmond region - our home for almost 60 years. We take great pride in giving back to our community, offering financial support, volunteer hours, and other resources to the charitable organizations we love; the ones that make a difference in the lives of our friends, family, and neighbors, including the Children's Museum of Richmond, Junior Achievement of Richmond, Children's Hospital of Richmond and more. Please note that contact around your application will be through email. Call Federal is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $17 hourly Auto-Apply 60d+ ago
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  • Community Branch Manager

    Call Federal Credit Union 3.7company rating

    Call Federal Credit Union job in Richmond, VA

    Job Description Promotes a sales and service culture through coaching, guidance, and staff motivation while achieving individual and branch growth goals. Participates in community affairs and networking to increase the Credit Unions visibility and to enhance new and existing opportunities. Responsible for the administration and efficient daily operation including new business generation, operations, deposit and loan product sales, and overall member engagement. Essential Functions and Responsibilities: Collaborates with direct manager to set reasonable sales and/or retail goals. Conducts regular staff meetings with written documentation to ensure that goals and objectives are clearly communicated with branch staff; provides guidance and leadership to enable staff to meet these goals and objectives. Identifies training needs and opportunities; develops and implements a plan for meeting those needs. Maintains and develops positive relationships with existing and prospective members, demonstrating excellent customer service and setting an example for other staff. Model excellent customer service by demonstrating and holding your team accountable for developing product expertise and providing the highest levels of professionalism and courtesy to all members and staff. Conducts performance evaluations, including verbal and written communication, that are timely and constructive, providing recommendations for promotion and salary adjustment as appropriate. Accountable for financial performance and member satisfaction review reports and determine strategies for achieving goals, setting and maintaining expectations and holding yourself and staff accountable. Oversees the day-to-day workflow of the branch. Ensures the branch adheres to policies, objectives and procedures including compliance, security and safety of branch. Finalize and approve monthly staff schedule accordingly. Participates in community activities to promote the organization and to build goodwill. Hires and coaches qualified candidates for entry-level roles. Advocate and demonstrate company brand. Other duties as assigned. Qualifications: Associates degree and equivalent industry experience required. Bachelors degree preferred. At least three years of experience in the branch with at least one year as an assistant branch manager highly preferred. Four years lending and sales experience with NMLS registration preferred. Must be able to obtain and maintain a NMLS number and Ancillary Insurance certifications. Familiarity with various brands of electronic devices- ability to show CFCU services on most devices . Social with an outgoing and positive demeanor experience in conducting financial education and literacy programs is a plus. Excellent leadership and management skills. Excellent sales, customer service, and interpersonal skills. Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Ability to prioritize tasks, delegating when appropriate. Proficient with Microsoft Office Suite or related software. Acceptable background check; credit, criminal and insurance. Environmental Factors and Physical Requirements: This position requires the employee to work indoors in a typical office environment. The employee must be able to read on electronic devices and printed documents. While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations, and the ability to stand, walk stoop, kneel, crouch and manipulate (lift, carry, move) light to medium weights of 1-25 pounds. Requires good hand-eye coordination, arm hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read application information. The employee frequently is required to sit, reach with arms, talk and hear. Hours: Monday through Thursday 8:45 am -5:15 pm, Friday 8:45 am -6:15 pm, Saturday 8:45 am -12:15 pm. Location: 4605 Commerce Rd, Richmond, VA 23234 Benefits: Medical Insurance Dental Insurance Vision Insurance Voluntary Life Pet Insurance HSA/FSA/DCA Accident Insurance Critical Illness Insurance 401K with generous employer contribution Company Paid Benefits Include: Group Life Insurance Short-term Disability Long-term Disability Parental Leave HSA Employer Contribution and Matching Employer Paid HRA 10 Paid Holidays Birthday Off with Pay Paid Community Service Time PTO Please note communications about application status will be sent via email.
    $51k-62k yearly est. 5d ago
  • Mid Level Secretariat Support

    Us Federal Solutions 3.9company rating

    Washington, VA job

    USFS is an ISO 9001 management consulting firm with headquarters in the National Capital Region and offices and staff in 12 US states. USFS staff average 10+ years of professional experience, over 80 percent of our staff have bachelor's degrees, and over half have advanced degrees in business and technology. USFS was founded in 2010 and provides financial management, acquisition management, program management, and data analytic support services to federal and state governments. Position Overview: U.S. Federal Solutions is looking for an experienced professional to provide senior-level secretariat and administrative support to the Office of the Office of the Secretary of the Air Force Workforce Management and Executive Services Directorate (SAF/FM). This role supports senior leaders at the Pentagon and involves regular interaction with general officers, senior civilians, and industry executives. It calls for sound judgment, strong communication skills, and a solid understanding of how government processes work. Requirements Senior Secretariat Support Specialist Supporting the Office of the Secretary of the Air Force (SAF) Employer: US Federal Solutions US Federal Solutions is seeking a highly experienced Senior Secretariat Support Specialist to provide executive-level administrative and secretariat support to senior leadership within the Office of the Secretary of the Air Force. This role is ideal for a polished professional who understands Air Force culture, operates confidently in a fast-paced senior leadership environment, and takes pride in precision, discretion, and follow-through. You will work closely with senior civilians, general officers, and external stakeholders, serving as a trusted partner in managing executive workflow, correspondence, tasking, and coordination across the organization. What You Will Do Executive & Secretariat Support Manage and maintain accurate, up-to-date calendars for senior leadership, including Deputies and Assistant Deputies. Serve as the front line for phone calls and visitors, routing inquiries appropriately and coordinating visits with distinguished guests. Maintain daily schedules and ensure leadership priorities are executed smoothly. Correspondence & Document Management Draft, edit, and prepare high-quality correspondence including memorandums, reports, presentations, RTS emails, and briefings. Review correspondence requiring senior leader signatures to ensure accuracy, compliance with regulations, proper formatting, and complete attachments. Track and manage suspenses to ensure deadlines are met and leadership is kept informed. Maintain official files and records in accordance with Air Force and organizational guidelines. Task Management & Workflow Coordination Manage the Task Management Tool (TMT) and related workflow mailboxes, assigning tasks within required timelines and tracking them from receipt through closure. Monitor FM and 2-letter tasking, distribute tasks to appropriate directorates, and ensure proper coordination. Prepare weekly status reports, suspense updates, and briefing slides for staff meetings. Check for new tasking daily and ensure timely assignment within 24 hours. Meetings, Events & Travel Plan, coordinate, and organize on-site and off-site meetings and events, including securing facilities and coordinating materials. Distribute meeting documents, capture and post meeting minutes as required. Assist with Defense Travel System (DTS) actions, including travel authorizations and vouchers, in coordination with government approval authorities. Personnel & Program Support Assist with tracking and staffing Officer and Enlisted evaluations (OPRs/EPRs) and Promotion Recommendation Forms (PRFs). Support preparation of military and civilian awards and decorations requiring senior leader signatures. Assist with Commanders and By-Law programs, preparing status slides for weekly or bi-weekly meetings. Collaboration & Technology Support Video Teleconferences (VTCs). Maintain and update SharePoint and Air Force Portal pages, conducting quarterly reviews to ensure content remains current and accurate. Retrieve documents, conduct limited research, and support staff as needed. Office Hours: 0800 to 1700 Monday through Friday Onsite at the Pentagon What We're Looking For Must have a minimum of 2 years applicable experience. Extensive experience providing executive or secretariat support to senior government or military leadership. Familiarity with Air Force customs, courtesies, and senior leader protocols. Strong written and verbal communication skills with a high standard for quality and professionalism. Experience managing tasking systems, suspenses, and executive correspondence. Comfort interacting with general officers, senior civilians, and industry executives. Exceptional attention to detail, discretion, and organizational skills. Ability to manage competing priorities in a deadline-driven environment. Benefits Employer-provided paid Medical / Dental / Vision insurance. Employer matching 401K plan. PTO 11 Federal Holidays Additionally voluntary benefits to include Short / Long Term Disability, Term Life, and AD&D Insurance.
    $38k-47k yearly est. Auto-Apply 4d ago
  • Ameriprise Financial Group Financial Advisor

    Virginia Credit Union 4.3company rating

    Richmond, VA job

    VACU Investment Group (VACUIG) is expanding our wealth management team throughout Virginia- Greater Richmond Area, Blacksburg, Roanoke, Harrisonburg, VA Beach, Norfolk Williamsburg & Lynchburg. The role of the investment consultant is to establish value-added relationships with VACU members , to understand their financial needs and to offer solutions for those needs. VACUIG is in partnership with Ameriprise Financial Group (AMPF) who serves as our Broker/Dealer. The candidate for this position will be an employee of AMPF., working within the VACU branches. ESSENTIAL DUTIES AND RESPONSIBILITIES Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time. Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time. Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time. Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time. Perform any other related duties as required or assigned. Requirements EDUCATION AND EXPERIENCE Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience. Outstanding verbal, written and listening communication skills. Superior customer service skills. Master at building relationships with customers. Ability to quickly compile, verify and calculate information to provide solutions and recommendations. Product knowledge. COMMUNICATION SKILLS Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Benefits Full package includes health and retirement benefits, and life and long-term disability insurance Virginia Credit Union We're proud of the opportunities, training, benefits and work-life balance we provide to those who help people take their money further, and reach their goals sooner. We strive to provide a culture where employee development, teamwork, integrity, respect and quality of life are the cornerstones of delivering superior member experience. We thank our employees for making us a part of our community's "Top Workplaces" and are always looking to add people to our team who share our passion for helping members build their finances and confidence. In return, we offer employees a challenging and rewarding work environment and are committed to maintaining an atmosphere that promotes teamwork and continual improvement. Virginia Credit Union is an Equal Opportunity Employer. Ameriprise Financial Ameriprise Financial, Inc, through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through four segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other As an Ameriprise employee, you may leverage our corporate support system to help run your program at one of our financial institution partners. Some of the benefits for financial advisors in the managed program may include: Comprehensive employee benefits Branding opportunities and proven turnkey marketing programs Local and national support, including accessible leaders and teams of specialists Office space located onsite at a financial institution Peer-to-peer mentoring, plus training and coaching - including CFP certification support Regular contact with regional leaders and colleagues - offering opportunities for sharing best practices Enjoy the financial rewards Our managed program compensation model is designed to reward financial advisors for the experience and level of practice they bring. We offer extensive up-front bonus programs to match your experience and book of business. We also understand client relationships extend way beyond their assets under management. That's why we provide payouts that apply to clients regardless of asset level.
    $68k-107k yearly est. Auto-Apply 60d+ ago
  • VACU Insurance Services Insurance Agent

    Virginia Credit Union 4.3company rating

    Richmond, VA job

    As an Insurance Agent for Virginia CU Insurance Services (VACUIS), your primary role is to sell insurance policies to individuals or businesses and provide guidance on insurance coverage options. Your job is to assess clients' insurance needs, explain policy details, and assist them in selecting the most appropriate coverage for their specific requirements. The position will provide prompt, efficient, high-quality service to insurance accounts in support of the agency's activities. The candidate for this position will be an employee of VACUIS, working onsite within VACU facilities. Key Responsibilities: Sales and Business Development: · Generate leads through various channels, such as referrals, networking, and marketing campaigns. · Present and explain insurance policies to clients, including coverage details, terms, and premiums. · Customize insurance plans based on clients' needs, preferences, and budget. · Close sales deals by effectively addressing client concerns, negotiating terms, and completing necessary paperwork. Client & Partner Relationship Management: Build and maintain strong relationships with clients to foster customer loyalty and maximize retention. ·Conduct regular follow-ups with clients to ensure satisfaction, address any inquiries or issues, and provide ongoing support. Assist clients in filing insurance claims and guide them through the claims process, acting as a liaison between clients and insurance companies. Build and foster strong partnerships with external centers of influence and other sources of lead revenue. Product Knowledge and Market Research: Stay up-to-date with insurance products, industry trends, and regulatory changes. Conduct market research to identify potential target segments and develop strategies to reach them effectively. Analyze clients' existing insurance policies to identify any coverage gaps or opportunities for additional policies. Obtain relevant insurance certifications and licenses as required by regulatory authorities. Administrative Tasks: Maintain accurate and organized client records, policy documents, and other relevant paperwork in order to minimize the potential for E&O claims Coordinate with insurance underwriters to ensure timely policy issuance and renewal. Keep track of premium payments, policy renewals, and any policy modifications. Stay informed about the legal and regulatory requirements related to insurance sales and ensure compliance with them. Qualifications and Requirements: Minimum 3 years' previous insurance industry experience required, or equivalent financial services/credit union experience from which comparable knowledge and abilities have been acquired Strong communication and interpersonal skills to effectively interact with clients and partners. Excellent sales and negotiation skills to close deals and meet sales targets. In-depth knowledge of various insurance policies, including auto, home, renter's, travel, umbrella and commercial insurance. VA Property & Casualty insurance license required Proficient computer skills; familiarity with Applied (Epic) Systems and its brands preferred. Attention to detail and accuracy in managing paperwork and documentation. Ability to work independently, prioritize tasks, and meet deadlines. Ethical conduct and adherence to legal and regulatory guidelines. Physical Requirements: Occasional standing, walking, bending and stooping Must be able to sit at a desk for extended periods of time and use a computer Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
    $24k-39k yearly est. Auto-Apply 60d+ ago
  • Administrative Specialist A1Z

    Us Federal Solutions 3.9company rating

    Arlington, VA job

    Job Description USFS is an ISO 9001 management consulting firm with headquarters in the National Capital Region and offices and staff in 12 US states. USFS staff average 10+ years of professional experience, over 80 percent of our staff have bachelor's degrees, and over half have advanced degrees in business and technology. USFS was founded in 2010 and provides financial management, acquisition management, program management, and data analytic support services to federal and state governments. Position Overview: We are seeking an Administrative Specialist to provide administrative support to our U.S. Government client in Arlington, VA. Qualifications: Active DoD Secret Clearance required. Experience with DTS and TMT required. 2 - 5 years of applicable experience working with DoD HQ or Federal HQ staff. Requirements Familiar with the federal government and military culture, and customs, and understands agency-related processes. Manage and maintain calendars for senior leaders. Plan, coordinate, and organize events, as directed by the Government. Secure facilities (on-site and off-site) prior to the event by coordinating with the conference room coordinator or applicable office/agency. Submit presentations in the requested format(s) within the prescribed time frame(s). Develop a written guide that details the relevant support duties (both general and specific) for each office, directorate, and division. Field calls and visitors to the front office, directorates, and divisions. Prepare and develop correspondence, reports, memorandums, presentations, papers, ready-to-send (RTS) emails Review correspondence for accuracy, correctness, and conformance to procedural and regulatory requirements and instructions, as well as perform quality checks for grammar, typographical errors, and necessary attachments. Assist with video teleconferences (VTCs), SharePoint sites, etc. Monitor and track correspondence to ensure assigned suspense requirements are met. Perform quality control reviews of all reports, papers, and other documents to ensure high-quality correspondence. Maintain files and records systems in accordance with approved guidelines. Manage the agency's Task Management Tool (TMT) using the format outlined in the agency's operating instructions. Manage the Defense Travel System (DTS) for the agency front office, directorates, and divisions. Assist with addressing and responding to inquiries and concerns from senior USG officials, industry executives, and foreign governments. Mentoring and coaching of junior members of team Assist with official organizational ceremonies and engagements, international and industry-specific presentations. Proficient with Outlook, Teams, Word, Excel, and PowerPoint Office Hours: 0800 to 1700 Monday through Friday Must be local to the Washington D.C. area. Occasional telework may be approved in advance by the client though not guaranteed Benefits Employer-provided paid Medical / Dental / Vision insurance. Employer matching 401K plan. PTO 11 Federal Holidays Additionally voluntary benefits to include Short / Long Term Disability, Term Life, and AD&D Insurance.
    $35k-42k yearly est. 5d ago
  • Treasury Sales Officer - Charlottesville Area

    Virginia Credit Union 4.3company rating

    Charlottesville, VA job

    is based out of our Charlottesville, Virginia office. Primary Function: The Treasury Sales Officer (TSO) is responsible for all deposit and treasury services sales efforts with current and prospective business and commercial members. The TSO works closely with the Relationship Managers and Small Business Bankers to assess client/prospect needs, develop and propose customized cash management solutions and build the client relationship to achieve balance and service revenue growth for the member business services sector of the credit union. The TSO will travel to various markets within Virginia to meet with prospects and clients. Essential Duties and Responsibilities: Serves as an active participant in joint calling efforts and new client acquisition initiatives while taking the lead in developing all treasury management and deposit opportunities Accountable for deposit and service revenue growth, and new business pipeline development, and partners with the Relationship Managers and Small Business Bankers for overall portfolio development Maintains working knowledge of the current treasury products offered by VACU Prepares and presents proposals to include pricing and product information Performs product demonstrations Prepares and conducts treasury reviews on existing clients Provides consultative support to clients and internal partners on Treasury Services products Provides market feedback on industry trends, product gaps, and competitive influences May have sales calls with branch and contact center referred businesses May need to facilitate forms and implement services sold Other duties or projects may be required and assigned by the Director as needed Prerequisites for Job: 5+ years of Treasury Management sales experience 4 additional years of business/commercial banking experience Must have a good driving record CTP designation not required, but preferred Knowledge and Experience: Proven success partnering with Relationship Managers/Lenders to acquire and maintain fully cross-sold business client relationships Success developing new business with focus on prospecting, utilizing strong selling and negotiation skills Familiar with checking and analysis account statements across various competitor financial institutions. Strong knowledge of all treasury products and services available in the market Knowledge of credit and risk processes, and pricing philosophy Strong business cash cycle knowledge and business cash management needs of various industries Understands the complexity of various business structures Must keep up to date with various industry trends and evolving treasury technology, to become a trusted advisor to clients Experience working with various finance roles of a business Experience in managing business client relationships in a financial institution Working knowledge of MS Office products: proficient in PowerPoint, Excel, csv, text files and Adobe Editor Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy Skills: Strong written and verbal communication skills Excellent presentation and problem solving skills Needs-based sales and business development principles and techniques Ability to develop strong working relationships with clients, colleagues and COIs Strong time management, organizational and planning skills Ability to work independently and in a team environment Physical Requirements: This job requires infrequent lifting or carrying of objects up to 10 pounds. This job requires the ability to sit for long periods of time. This job requires the ability to drive long distances, throughout the state of Virginia.
    $104k-130k yearly est. Auto-Apply 60d+ ago
  • Staff Auditor I/II

    Virginia Credit Union 4.3company rating

    Richmond, VA job

    PRIMARY FUNCTION: Assists the Internal Audit Department in completing the annual audit plan by performing financial and operational audits to assure that internal controls and procedures are in place to mitigate risks and comply with regulatory requirements and VACU's policies. JOB DUTIES AND RESPONSIBILITIES: Utilize critical thinking skills to objectively analyze and evaluate information, identify patterns, and make logical and reasonable judgments. Develops potential audit procedures with minimal guidance from department management and provides thought leadership to assigned staff member(s). Performs assigned audit procedures, including documenting audit objectives, identifying risks and controls, developing and executing an audit program, performing appropriate audit testing, and providing direction to other audit team members. Schedules and conducts entrance, follow up, and/or exit meetings with Credit Union Management, as requested. Identifies and evaluates opportunities for operational efficiency. Documents audit findings in automated working papers that support procedures performed and conclusions drawn. Effectively communicates audit results, risks, and/or recommendations for improvement, both verbally and in writing. Establishes positive working relationships with department staff and Credit Union team members at all levels. Prepares an audit report summarizing the results of the audits performed to Management and the Supervisory Committee. Carries out all aspects of assigned audits or projects in a timely manner, in accordance with established budgets and objectives. Provides assistance to the external auditors. Attends internal and/or external training classes and seminars to stay abreast of issues affecting the internal audit function and financial services industry. Maintains a good working relationship with employees at all levels. Keeps all Credit Union transactions and other information obtained through audit procedures in strict confidence. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. Performs other duties as assigned by the SVP/Chief Audit Officer. JOB QUALIFICATIONS: Education: Bachelor's degree with concentration in accounting or finance is required. Professional certification as a CPA, CIA, CISA, CFSA or other relevant certification is preferred. Work Experience: Two plus years prior experience in public accounting or internal audit. Prior experience working with a financial institution is preferred. Prior experience independently planning and conducting internal audits is desirable. An understanding of generally accepted accounting principles and/or internal auditing standards is required to determine compliance with policies and procedures and evaluate the effectiveness of internal controls. Strong computer skills are required, including proficiency in Microsoft suite of software; familiarity with Arbutus Analytics, Teammate, or other similar audit software is desirable. Skills: Good judgment and strong analytical skills; excellent communication and listening skills; excellent organizational and time management skills to prioritize and work on multiple projects; ability to work both within a team and independently; flexible; high degree of integrity and respect for confidentiality and privacy of information. Abilities: Must have transportation to all VACU locations. Physical Requirements This job requires the ability to sit and stand for long periods of time and infrequent lifting or carrying of objects up to 10 pounds.
    $51k-59k yearly est. Auto-Apply 60d+ ago
  • Network Engineer - Headquarters West

    Virginia Credit Union 4.3company rating

    Roanoke, VA job

    PRIMARY FUNCTION: The Network Engineer is responsible for network operations including data center, Wide Area Network (WAN), and campus environments. The Network Engineer will be responsible for the design, installation, maintenance, and overall health of the converged network. The Network Engineer will demonstrate proficiency in the troubleshooting and tuning of related hardware and software, as well as the isolation and remediation of communications issues. The incumbent must understand business operation and provide both internal and external customers with accurate technical counsel, and supply solutions that satisfy ongoing business requirements. The Network Engineer will collaborate with an experienced team of IT professionals to resolve issues in a timely and accurate fashion. JOB DUTIES AND RESPONSIBILITIES: Engineering: Ensure the stability and integrity of converged data and voice communications through development and support of scalable and flexible enterprise solutions Responsible for the support and maintenance of network equipment at multiple physical data centers Responsible for support of the Wide Area Network (WAN) as well as wired and wireless Local Area Networks (LAN's) throughout the organization. This includes implementation and maintenance of network hardware (routers, switches, firewalls, load balancers, console servers, wireless controllers, access points, packet brokers, etc.) at various geographic locations Maintain various network monitoring systems in order to alert on resource availability and produce metrics Identify, evaluate, and recommend relevant tools and emerging technologies to provide greater service to VACU employees and members Responsible for the optimization of network hardware, software, and communication links to support all current and future applications over a converged network of data and voice (VoIP) traffic Analyze and troubleshoot network and telecommunications issues in order to resolve them in a timely manner and minimize impact to the company's business units and Members Develop and maintain network/telecommunications documentation, and network diagrams for support, audit, compliance, and disaster recovery purposes Contribute to the planning of short and long term network capacity requirements Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security Report all Risk Management Policy violations in accordance with policy Light travel is expected to reach remote sites (branches and data centers). Infrequent overnight travel • Other duties may be required and assigned by the supervisor JOB QUALIFICATIONS: Knowledge: Requires advanced knowledge of networking including routing and route redistribution, switching, TCP/IP, subnetting, performance monitoring, Cisco IOS and NX-OS, EIGRP, Metro Ethernet, ACL's, HSRP, SNMP, SSH, STP, VLAN trunking, TACACS, RADIUS, and various VPN technologies. Hands on experience with Cisco routers and switches, serial and Ethernet circuit provisioning experience, and analysis of packet captures for the purposes of troubleshooting are also required Requires basic knowledge of BGP, OSPF, QoS, IPsec, vPC's, VRF's, load balancing, various network admin and monitoring tools, Firewalls, traffic optimization, load balancing, wireless solutions and understanding of networking in a virtual environment Requires a conceptual understanding of Cisco Identity Services Engine (ISE), and telephony technologies including SIP, PBX, and VoIP Skills: · Demonstrates experience in the areas of network and security as well as a basic understanding of infrastructure design principles using industry best practices · Strong troubleshooting and analytical skills are required. Experience desired in capturing and analyzing traffic using packet capturing tools · Identify and remediate weaknesses in the environment · Strong organizational skills required · Exceptional technical documentation skills required (Flow diagrams, network maps, technical writing, etc.) Abilities: Ability to collaborate/brainstorm across multiple IT teams Ability to complete projects on time including the necessary documentation Ability to communicate effectively both verbally and in written format across all levels of employees and management Ability to self motivate and work independently Ability to demonstrate efficient time management based on changing priorities Minimum Education and Experience: Cisco Certified Network Processional (CCNP) certification desired or Cisco Certified Network Associate (CCNA) and a combination of related education and experience. Experience in a Cisco based network environment. Experience with multi-location WAN support. Experience with converged networks. Physical Requirements: • This job requires the ability to sit for long periods of time. • This job requires lifting up to 30 pounds frequently and/or up to 50 pounds occasionally.
    $84k-100k yearly est. Auto-Apply 4d ago
  • Senior Secretariat Support

    Us Federal Solutions 3.9company rating

    Arlington, VA job

    USFS is an ISO 9001 management consulting firm with headquarters in the National Capital Region and offices and staff in 12 US states. USFS staff average 10+ years of professional experience, over 80 percent of our staff have bachelor's degrees, and over half have advanced degrees in business and technology. USFS was founded in 2010 and provides financial management, acquisition management, program management, and data analytic support services to federal and state governments. Position Overview: U.S. Federal Solutions is looking for an experienced professional to provide senior-level secretariat and administrative support to the Office of the Assistant Secretary of the Air Force for Acquisition (SAF/AQ). This role supports senior leaders at the Pentagon and involves regular interaction with general officers, senior civilians, and industry executives. It calls for sound judgment, strong communication skills, and a solid understanding of how government processes work. Requirements Position Description Senior Secretariat Support U.S. Federal Solutions | Pentagon, Washington, D.C. What you'll do Support SAF/AQ leadership with day-to-day secretariat and administrative needs that keep the organization running smoothly. Plan and coordinate events, meetings, and visits for distinguished guests, securing facilities and ensuring all materials are ready on time. Prepare correspondence, reports, briefings, presentations, and other documents for internal and external audiences, ensuring accuracy and clarity. Review documents that require government signature, checking for compliance, quality, grammar, formatting, and required attachments. Track and manage suspense items, project statuses, and workflow actions so the team meets all deadlines. Distribute correspondence and meeting materials, maintain filing and record systems, and conduct basic research when needed. Manage daily actions within the Task Management Tool (TMT), monitor new tasks, assign them appropriately, and prepare weekly stakeholder updates and status slides. Support travel administration through the Defense Travel System (DTS), preparing authorizations and vouchers for government approval. Assist with budget documentation and preparations for submission cycles as needed. Provide support for VTC setup and coordination, and help maintain the organization's SharePoint and Air Force Portal pages, including quarterly content updates. What you bring Experience supporting senior government leaders or working in a military or federal acquisition environment. Active and adjudicated Secret security clearance BS/BA Degree Strong writing and editing skills, with the ability to produce polished, ready-to-send materials. Familiarity with military customs and courtesies. Strong organizational habits and the ability to manage multiple deadlines in a fast-moving environment. Experience with tools such as TMT, DTS, SharePoint, and standard office software. If you're dependable, detail-oriented, and comfortable supporting a high-visibility mission, this role offers the chance to contribute directly to Air Force acquisition priorities at the highest level. Office Hours: 0800 to 1700 Monday through Friday Must be local to the Washington D.C. area. Occasional telework may be approved in advance by the client though not guaranteed Benefits Employer-provided paid Medical / Dental / Vision insurance. Employer matching 401K plan. PTO 11 Federal Holidays Additionally voluntary benefits to include Short / Long Term Disability, Term Life, and AD&D Insurance.
    $39k-60k yearly est. Auto-Apply 42d ago
  • Mortgage Loan Officer - New River Valley Area

    Virginia Credit Union 4.3company rating

    Christiansburg, VA job

    Primary Function: Responsible for assisting Virginia Credit Union members in obtaining first mortgage loans including FHA, USDA-RD, VA, and VHDA. Develop and maintain business relationships with VACU partners, builders and realtors. Obtain and maintain all pertinent documents for processing. Responsible for application from initial receipt through loan approval/closing and ensuring that the application is handled in a timely manner. Exemplify excellent member service. JOB DUTIES AND RESPONSIBILITIES: Interview members for first mortgage loans including purchase and refinance transactions. Assist members with understanding the homeownership process or other related mortgage products, including conventional and government lending programs. Present mortgage options that balance leverage and home affordability. Facilitate homeownership programs and seminars. Assist in the development of marketing strategies to deepen mortgage relationships with members. Consistently communicates with members their application status, (approval, denial, additional documentation, etc.), and current interest rates. Responsible for ensuring interest rates are locked in conformity with VACU policies. Conducts preliminary underwriting reviews to assess secondary market standards (where applicable) or VACU guidelines. Submit complete applications to processing and underwriting using computer technology. Assist in obtaining information for timely processing of all mortgage loans. Verify supporting documentation including, but not limited to, employment history, deposit information and other documentation related to the application. Comply with Regulations B, X and Z regarding the completion of required disclosures including, but not limited to, the Good Faith Estimate, Truth in Lending, Potential Transfer of Servicing Form, and if required, the Adverse Action notice. Promotes VACU mortgage products at branch locations, VACU finance seminars, and cross promotes other VACU financial services options such as consumer lending, investment services, property and casualty insurance, title and settlement services, and VACU Realty / Select and Joyner Fine Properties. Complete all required BSA and OFAC training and other required learnings. Report all suspicious activity to Security. Other duties may be required and assigned by the manager. Prerequisites for Position: Education: High School Graduate; College graduate preferred, but not required. Work Experience Significant conventional and government loan experience required. Excellent knowledge of mortgage documentation as well as federal, state, and local real estate regulations required. Prior experience building Dealer/Realtor relationships and marketing mortgage products preferred. Retail and Branch banking experience preferred. Experience using ENCOMPASS/VELOCIFY/BLEND automated underwriting system a plus. Desirable Traits Excellent oral and written communication skills. Strong member service and sales ability as demonstrated by monthly sales volume of $1mm of funded loans per month. Strong problem solving and organizational skills. Ability to analyze financial information. Must be a team player. Computer experience required. Comments Overtime and/or Saturday hours may be required NMLS Must be able to be actively registered with the Nationwide Mortgage Licensing System and Registry (NMLS) PHYSICAL REQUIREMENTS: This job requires the ability to sit for long periods of time. This job requires infrequent lifting or carrying of objects up to 10 pounds.
    $32k-44k yearly est. Auto-Apply 60d+ ago
  • AVP Area Sales Manager

    Virginia Credit Union 4.3company rating

    Roanoke, VA job

    PRIMARY FUNCTION: Leads and coaches branch managers and all branch employees to sales and service excellence. Supports strategic initiatives through effective coaching, operating practices and employee development. Work closely with branch management team to ensure quality performance with compliance, operations, security, branch audits, sales and service. Create and develop key processes to monitor progress i.e. branch employee referral system, cash outages, operational losses and branch audits. Ensure the delivery of high quality service and consultative sales to members. DUTIES AND RESPONSIBILITIES: · Ensure the delivery of quality service, consultative sales, operating policies and procedures and general human resource functions to include approving requests for new positions, interviewing candidates, resolving employee's issues, review and writing performance evaluations. · Ensure new hires transition appropriately from training to the branches. Communicate sales and service standards and expectation to all new hires. · Works with SVP of Branch Sales and Service to establish goals and ensure that member service and sales objectives are consistently met by coaching and developing branch staff to achieve results that support our members' financial goals. · Partner with Branch Managers, Asst. Branch Managers, Teller Managers, MSOS, Internal Audit, Security to assure that all branches meet compliance standards and guidelines. · Oversee assigned branches to ensure that business and member service and sales goals are consistently met · Coach and develop branch managers to results that support strategic initiatives and goals · Observe and coach member interactions with branch staff · Develop skills of branch managers and their staff by partnering with the Training Department to support the business objectives · Design specific “Action Plans” for each branch manager and follow up monthly to track development · Partner with Member Services leadership team to establish goals for branches to support the strategic initiatives · Partner with Member Service leadership team for consistent service, sales and operations across all member delivery channels · Provide effective rewards and recognition to branch staff · Reply to and resolve member complaints · Review various reports for trends (sales performance, service levels, overtime, fee waivers, teller outages, operational outages, audits etc.) and recommended actions/next steps · Participate in branch budget process · Foster and develop partnerships between branch management and all business units · Establish and maintain effective working relationship with branch personnel and other departments throughout VACU · Partner with and accountability to MSOS for branch operations · Complete all required BSA and OFAC training. Report all suspicious activity to Security. Hold staff accountable for compliance with BSA and OFAC policies and procedures by invoking appropriate disciplinary action when violations are discovered; and ensure that all staff complete required training programs. · Other duties as assigned
    $84k-107k yearly est. Auto-Apply 35d ago
  • Senior Secretariat Support

    Us Federal Solutions 3.9company rating

    Arlington, VA job

    Job Description USFS is an ISO 9001 management consulting firm with headquarters in the National Capital Region and offices and staff in 12 US states. USFS staff average 10+ years of professional experience, over 80 percent of our staff have bachelor's degrees, and over half have advanced degrees in business and technology. USFS was founded in 2010 and provides financial management, acquisition management, program management, and data analytic support services to federal and state governments. Position Overview: U.S. Federal Solutions is looking for an experienced professional to provide senior-level secretariat and administrative support to the Office of the Assistant Secretary of the Air Force for Acquisition (SAF/AQ). This role supports senior leaders at the Pentagon and involves regular interaction with general officers, senior civilians, and industry executives. It calls for sound judgment, strong communication skills, and a solid understanding of how government processes work. Requirements Position Description Senior Secretariat Support U.S. Federal Solutions | Pentagon, Washington, D.C. What you'll do Support SAF/AQ leadership with day-to-day secretariat and administrative needs that keep the organization running smoothly. Plan and coordinate events, meetings, and visits for distinguished guests, securing facilities and ensuring all materials are ready on time. Prepare correspondence, reports, briefings, presentations, and other documents for internal and external audiences, ensuring accuracy and clarity. Review documents that require government signature, checking for compliance, quality, grammar, formatting, and required attachments. Track and manage suspense items, project statuses, and workflow actions so the team meets all deadlines. Distribute correspondence and meeting materials, maintain filing and record systems, and conduct basic research when needed. Manage daily actions within the Task Management Tool (TMT), monitor new tasks, assign them appropriately, and prepare weekly stakeholder updates and status slides. Support travel administration through the Defense Travel System (DTS), preparing authorizations and vouchers for government approval. Assist with budget documentation and preparations for submission cycles as needed. Provide support for VTC setup and coordination, and help maintain the organization's SharePoint and Air Force Portal pages, including quarterly content updates. What you bring Experience supporting senior government leaders or working in a military or federal acquisition environment. Active and adjudicated Secret security clearance BS/BA Degree Strong writing and editing skills, with the ability to produce polished, ready-to-send materials. Familiarity with military customs and courtesies. Strong organizational habits and the ability to manage multiple deadlines in a fast-moving environment. Experience with tools such as TMT, DTS, SharePoint, and standard office software. If you're dependable, detail-oriented, and comfortable supporting a high-visibility mission, this role offers the chance to contribute directly to Air Force acquisition priorities at the highest level. Office Hours: 0800 to 1700 Monday through Friday Must be local to the Washington D.C. area. Occasional telework may be approved in advance by the client though not guaranteed Benefits Employer-provided paid Medical / Dental / Vision insurance. Employer matching 401K plan. PTO 11 Federal Holidays Additionally voluntary benefits to include Short / Long Term Disability, Term Life, and AD&D Insurance.
    $31k-38k yearly est. 13d ago
  • Teller Part Time - 30 Hours - Hershberger Branch

    Virginia Credit Union 4.3company rating

    Roanoke, VA job

    PRIMARY FUNCTION: Provides superior member service by accurately and efficiently performing teller related transactions in accordance with VACU policies and procedures. Builds and maintains member relationships by recommending VACU products and services. JOB DUTIES AND RESPONSIBILITIES: Demonstrates appropriate knowledge of all VACU policies and procedures related to the teller area, including Security and Information Security. Meets member needs by maintaining appropriate knowledge of all VACU products and services. Makes appropriate referrals of VACU products and services. Performs paying and receiving functions with accurate balancing and reporting, including but not limited to deposits, check cashing, loan payments, miscellaneous sales, cash advances, etc. Handles each transaction proficiently, exercising good judgment and seeking approval for any transaction exceeding their level of authority. Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies. Maintains adequate cash and/or cash limits as required by VACU policy. Demonstrates basic knowledge of safe deposit box access procedures. Provides quality service by following all member service expectations. Meets expectations in all areas of teller performance documentation including service quality, operations, and sales. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. Other duties may be required and assigned by the supervisor JOB QUALIFICATIONS: Knowledge: Good understanding of products and services offered by financial institutions preferred. Skills: Satisfactory computer skills preferred. Abilities: Math aptitude; professional appearance, manner and communication skills. Minimum Education and Experience: Minimum of high school diploma or equivalent. Cash handling/business experience, preferably at a financial institution. PHYSICAL REQUIREMENTS: This job requires the ability to sit and stand for long periods of time. This job requires occasionally lifting up to 50 pounds and/or up to 30 pounds frequently.
    $32k-36k yearly est. Auto-Apply 60d+ ago
  • Contact Center Account Consultant I - Part Time 30 Hours

    Virginia Credit Union 4.3company rating

    Roanoke, VA job

    PRIMARY FUNCTION: The Contact Center Account Consultant I's primary function is to answer telephone inquiries regarding deposit and loan accounts while promoting credit union products and services and consistently giving quality service to members and all co-workers throughout the credit union. JOB DUTIES AND RESPONSIBILITIES: Perform all of the following functions in a call center environment on the phone: Inform, Educate, and Advise members, regardless of the individual circumstances. Perform transfers, withdrawals, loan payments by transfer and advances from lines of credit by transfer or check. Takes check orders over the phone and processes Credit Card Payments. Assist members with the transfer program, payroll deductions, direct deposit, stop payments, SuperCheck and credit card inquiries. Promote the credit union by cross-selling products and services focusing on department goals and member needs. Handle member inquiries and solves problems. Other duties may be required and assigned by the supervisor. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. EXPECTATIONS: Meet Contact Center service quality standards. Consistently give quality service to external and internal members. Treat members courteously and professionally while handling their requests promptly and accurately. Evaluate members' needs and make recommendations that will help them achieve their financial goals. Consistently meet or exceed monthly cross-selling, quality, and time management goals. Build relationships with credit union members and team members. Contribute towards individual, team, & department goals while promoting team spirit. Give feedback to the Managers and Supervisors about department and team goals and incentives. Attend training sessions as directed by Manager or Supervisor to keep skills current. Keep all member and credit union business confidential. JOB QUALIFICATIONS: Knowledge: Credit union or banking industry knowledge preferred. Skills: Must be able to operate a computer and other office equipment. Must be skillful when working with details such as numbers and names. Must have the ability to effectively communicate with members both verbally and in writing. Must be able to work in a stressful environment while being flexible. Must have the ability to consistently provide excellent service. Minimum Education and Experience: High school degree with additional business courses preferred. Prior experience in a busy public contact position at a credit union, financial institution, or a retail outfit. Must have experience with computers. Must have experience in handling member requests and inquiries. Contact center experienced preferred. PHYSICAL REQUIREMENTS: Ability to sit for long periods of time. Infrequent lifting or carrying of objects up to 10 pounds. Ability to speak and hear clearly with reasonable accommodation.
    $52k-63k yearly est. Auto-Apply 41d ago
  • Mid Level Clerical and Administrative Assistant

    Us Federal Solutions 3.9company rating

    Washington, VA job

    USFS is an ISO 9001 management consulting firm with headquarters in the National Capital Region and offices and staff in 12 US states. USFS staff average 10+ years of professional experience, over 80 percent of our staff have bachelor's degrees, and over half have advanced degrees in business and technology. USFS was founded in 2010 and provides financial management, acquisition management, program management, and data analytic support services to federal and state governments. Clerical and Administrative Support Specialist Supporting SAF/FM (Office of the Assistant Secretary of the Air Force for Financial Management and Comptroller) Employer: US Federal Solutions US Federal Solutions is seeking a detail-oriented Clerical and Administrative Support Specialist to support the SAF/FM. This role provides essential administrative and operational support to a highly structured organization responsible for Air Force financial management. The ideal candidate is organized, responsive, and comfortable supporting senior government staff in a fast-paced environment. This position plays a key role in keeping SAF/FM operations running smoothly through strong administrative execution, clear communication, and reliable follow-through. Key Responsibilities Administrative & Clerical Support Provide day-to-day clerical and administrative support across a wide range of executive and office support functions. Maintain a thorough understanding of SAF/FM's mission, objectives, and organizational structure to support effective coordination and communication. Monitor communications and make scheduling recommendations while maintaining daily calendars for assigned federal staff. Correspondence & Documentation Prepare, edit, and format correspondence, memorandums, reports, presentations, and other official communications for internal and external distribution. Review correspondence requiring signatures for accuracy, formatting, grammar, regulatory compliance, and required attachments. Track and manage correspondence and suspenses using approved databases to ensure deadlines are met. Document and update internal standard operating procedures related to clerical and administrative processes. Meetings, Conferences & Events Plan, coordinate, and support on-site and off-site meetings, conferences, and events for SAF/FM leadership and staff. Support high-level meetings including FM All Calls, staff meetings, executive sessions, and conferences by coordinating venues, attendees, schedules, and logistics. Prepare slide templates, preview binders, and meeting materials. Set up conference rooms and board rooms, including name cards, materials, and audio/visual equipment. Operate briefing equipment as needed, take attendance, distribute meeting minutes, and track follow-up action items. Scheduling & Facilities Coordination Schedule and maintain calendars for assigned meeting spaces within the organization. Coordinate meeting logistics and de-conflict schedules to ensure appropriate attendance. Records & File Management Maintain electronic and hard-copy files in accordance with approved guidelines and Air Force policy. Manage compliant electronic filing and data storage systems in accordance with AFI 33-322. Executive & Stakeholder Interface Serve as a point of contact for phone calls and visitors, directing or redirecting inquiries appropriately. Communicate and coordinate with government and contractor executives and their staff to facilitate assigned activities. Participate in meetings and conferences to support documentation and coordination needs. Office Operations & Travel Support Order and maintain approved office supply inventories using established processes. Assist assigned staff with official travel requirements in accordance with government procedures. Requirements Office Hours: 0800 to 1700 Monday through Friday Onsite at The Pentagon What We're Looking For Must have 3 years of applicable experience or an AS degree Extensive experience providing Clerical and administrative support to senior government or military leadership. Familiarity with Air Force customs, courtesies, and senior leader protocols. Strong written and verbal communication skills with a high standard for quality and professionalism. Comfort interacting with general officers, senior civilians, and industry executives. Exceptional attention to detail, discretion, and organizational skills. Ability to manage competing priorities in a deadline-driven environment. Benefits Employer-provided paid Medical / Dental / Vision insurance. Employer matching 401K plan. PTO 11 Federal Holidays Additionally voluntary benefits to include Short / Long Term Disability, Term Life, and AD&D Insurance.
    $24k-29k yearly est. Auto-Apply 4d ago
  • Commercial Loan Specialist - Boulders

    Virginia Credit Union 4.3company rating

    Richmond, VA job

    Primary Function: This role provides a wide variety of support to the Business Services Team. Support will include loan processing and administration from origination through post-closing; operational and technical support in collaboration with members of the Business Services team; opening of membership accounts and deposit checking accounts; and maintenance and management of member business banking relationships. Prepare and process loan approval and closing documents, clear post-closing loan documentation and servicing exceptions, contact business members regarding past due accounts and resolve member account problems. Provide exceptional member service and support to ensure our members' needs are met. Essential Duties and Responsibilities: Works closely with Business Services Relationship Managers to facilitate and resolve issues on new loan transactions, closings, modifications and renewals. Responsible for documenting the financial information requirements for new loan requests. Set up, process, and monitor documents, and files for commercial loan package completion to meet lending specifications. Review and monitor loan documents for accuracy, completeness and adherence to approval conditions. Ensure correct lien position which may include UCC searches and analyzing title policies/searches. Maintain files with sufficient documentation for third-party review and prepares files for timely audits. Set up loan and financial ticklers to ensure accuracy and timeliness. Responsible for ensuring all closing conditions are met and loans are closed within time frames. Assist the team of Business Services Relationship Managers in obtaining, scanning and archiving information required for underwriting a loan request. May assist Business Services Relationship Manager in ordering third party reports related to a loan request, including appraisals, Phase I/II environmental reports. Review and resolve a variety of member problems/issues regarding products and services. Process loan advances on credit facilities at the request of member or Business Services Relationship Manager. Process funding of loan closings at the request of the borrower, closing attorney/agent or Business Services Relationship Manager. Process construction loan advances during the draw down period. This may include coordinating the third party site inspection, title update and review, and funding appropriate advances based on percentage completion of the project. May negotiate loan-signing dates with members, closing agents and Business Services Relationship Manager. May work with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the credit union's interests in complying with the approved terms of the credit relationship. Responsible for GL Certification which includes research, balancing and certification. May perform preliminary review of property and liability insurance to ensure it complies with MBL loan policy and procedure. May provide customer service, administrative support and inter/intra office communication support for the department. May perform other duties as assigned. Able to perform all duties of the position and in addition: Independently prepare data input sheets and provide required information for loans to be boarded on the credit union servicing system and ensure all loan coding is correct. Review corporate organizational documents to determine appropriate signing authorities and responsible for confirming such entities are in good standing with applicable governmental agencies. May perform preliminary analysis on title insurance commitment reports including title exceptions, and responsible for preparing title/escrow instructions including reviewing final title policy to ensure it complies with the title/escrow instructions and confirms that the bank's lien position is accurate. Responsible for reviewing property and liability insurance to ensure it complies with loan terms and MBL policy and procedure. Services customer relationships: Assists Business Banking Relationship Managers in the management of the total account relationship including deposit accounts. Handles member requests for information and resolves problems promptly. Involves Business Banking Relationship Manager when needed. Handles line of credit advances and account transfers per established procedures. Processes loan payments and collects fees. Maintains working knowledge of financial products. Coordinates with internal partners' referral opportunities. Presents product proposals to members for selected services. Develops long-term solutions for member problems to help ensure business member and account retention. Maintains accounts: Resolves complex documentation exception issues. Follows up and corrects all documentation exceptions with customers, attorneys, insurance agents, Registrar of Deeds, Secretary of State, etc. Ensures member files are maintained properly and updated promptly when current information is received. Past dues: Assists Business Services team in monitoring and follow-up of past dues. Performs office support functions: Receives and directs telephone calls for Member Business Services. Assists other support and MBS RMs as directed. Types letters, memo, etc. as needed. Participates in special projects as requested. Accurately perform all Bank Secrecy Act (BSA) and OFAC functions related to opening accounts, making account maintenance changes, approving and disbursing loans including, but not limited to, OFAC verification, reporting suspicious activity to the Security Department, and completing all required training. Other duties may be required and assigned by the supervisor Prerequisites for Job: Previous commercial loan administration and/or retail banking experience or the equivalent in office experience preferred. Knowledge in all areas of commercial and real estate lending including construction to perm, letters of credit, borrower based lending, and multiple collateral properties preferred. Knowledge: Experience in a commercial loan processing environment is preferred. Knowledge of financial products and services. Experience in managing customer relationships in a financial institution is preferred. Prior experience in selling and servicing business member relationships is preferred. Demonstrated ability to abide by the industry's state and federal regulations, as well as the credit union's current credit lending policy. Skills: Strong written and verbal communication skills Familiar with financial statements and tax returns preferred Must be a self motivator Must be detail oriented and have the ability to work independently as well as with a team Must be able to identify cross-sell opportunities Must be able to multitask and work in a fast-paced environment Proficient in using Microsoft Office applications Proficiency with sales management software applications is preferred Must be able to work with a sense of urgency Minimum Education and Experience: College degree is preferred Sufficient demonstrated experience with results in areas of responsibility may substitute for educational requirements Physical Requirements: This job requires the ability to sit for long periods of time. This job requires occasionally lifting up to 20 pounds and/or up to 10 pounds frequently.
    $36k-54k yearly est. Auto-Apply 19d ago
  • Contact Center Supervisor

    Virginia Credit Union 4.3company rating

    Roanoke, VA job

    PRIMARY FUNCTION: The Contact Center Supervisor's primary function is to provide leadership and direction to the Contact Center staff and directly supervise a team of Contact Center Account Consultants. In addition, the Supervisor is responsible for consistently motivating staff and developing goals to ensure that excellent member service is provided at all times. JOB DUTIES AND RESPONSIBILITIES: Inform, Educate, and Advise members, regardless of the individual circumstances. Ensure the members are consistently provided with quality service by promoting the Brand. Conduct monthly one-on-one coaching sessions with individual consultants based on observation of job-related knowledge and skills (review activities, results, recorded member interactions, and progress towards goals). Conduct Quick-Coaching sessions to provide informal observation and feedback to consultants on sales skills, and next time opportunities. Conduct monthly team meetings to discuss sales and service objectives, activities, and/or strategies on which to focus. Responsible for the writing of and the conducting of performance evaluations for the Contact Center staff in conjunction with the Manager. Assist the Quality Assurance Specialist with service observing Contact Center consultants to ensure that department goals are met and to emphasize the importance of quality service. Ensure that service level, average answer speed, and representative productivity is being managed and monitored. Ensure that staff is cross-selling products and services and meeting department and team goals. Ensure teamwork within the department and promote internal quality service with other areas of the Credit Union. Utilize statistical reports to set goals for their individual teams and develop incentives to motivate the Contact Center staff. Assist Manager and Workforce Management with daily and weekly scheduling. Take incoming member calls as needed. Assist Contact Center Consultants and members with intricate problems, and resolve member complaints and concerns in a timely manner. Responsible for handling escalated member calls. Acts in the absence of the Manager as needed. Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy. EXPECTATIONS: Maintain and demonstrate excellent knowledge of all VACU products, services, policies, and procedures. Keep informed and comply with regulations related to Consumer Lending, and Credit Committee and other credit union policies. Contribute towards individual, team, & department goals while promoting team spirit. Give feedback to the Managers and other Supervisors about department and team goals and incentives. Attend training sessions as directed by Manager to keep skills current. Work with the Contact Center Trainer on training and development. Create a supportive culture by collaboration and teamwork, both internally and externally. Utilize the mentoring program to assimilate new employees to the Contact Center. Collaborate with Manager on service quality issues and member feedback. Build relationships with team & promote team spirit and assistance to phone reps. Keep all member and credit union business confidential. JOB QUALIFICATIONS: Knowledge: Must have knowledge of Word and Excel. Credit union or banking industry knowledge preferred. Skills: Must be able to operate a computer and other office equipment. Must be skillful when working with details such as numbers and names. Must have strong written and oral communication skills. Must have good organizational and motivational skills. Must have the ability to effectively communicate with customers, consultants, and all-levels of management both verbally and in writing. Must be able to work in a stressful environment while being flexible and professional. Must have the ability to consistently provide excellent service. Must be driven by a heartfelt desire to create a place where customers feel comfortable seeking financial advice, and trust that they will receive the right solutions. Must have ability to give direction, perform multiple tasks, and be creative. Minimum Education and Experience: High school degree is or equivalent required. College degree is preferable or equivalent work experience. Must have prior supervisory experience or have demonstrated leadership abilities in a customer service environment. Must have experience with computers. Must have experience in handling customer requests and inquiries. Experience with writing and conducting performance evaluations, recruitment, and dealing with employee discipline issues is preferred. PHYSICAL REQUIREMENTS: Ability to sit for long periods of time. Infrequent lifting or carrying of objects up to 10 pounds. Ability to speak and hear clearly with reasonable accommodation.
    $30k-36k yearly est. Auto-Apply 19d ago
  • Treasury Sales Officer - Charlottesville Area

    Virginia Credit Union 4.3company rating

    Richmond, VA job

    is based out of our Charlottesville, Virginia office. Primary Function: The Treasury Sales Officer (TSO) is responsible for all deposit and treasury services sales efforts with current and prospective business and commercial members. The TSO works closely with the Relationship Managers and Small Business Bankers to assess client/prospect needs, develop and propose customized cash management solutions and build the client relationship to achieve balance and service revenue growth for the member business services sector of the credit union. The TSO will travel to various markets within Virginia to meet with prospects and clients. Essential Duties and Responsibilities: Serves as an active participant in joint calling efforts and new client acquisition initiatives while taking the lead in developing all treasury management and deposit opportunities Accountable for deposit and service revenue growth, and new business pipeline development, and partners with the Relationship Managers and Small Business Bankers for overall portfolio development Maintains working knowledge of the current treasury products offered by VACU Prepares and presents proposals to include pricing and product information Performs product demonstrations Prepares and conducts treasury reviews on existing clients Provides consultative support to clients and internal partners on Treasury Services products Provides market feedback on industry trends, product gaps, and competitive influences May have sales calls with branch and contact center referred businesses May need to facilitate forms and implement services sold Other duties or projects may be required and assigned by the Director as needed Prerequisites for Job: 5+ years of Treasury Management sales experience 4 additional years of business/commercial banking experience Must have a good driving record CTP designation not required, but preferred Knowledge and Experience: Proven success partnering with Relationship Managers/Lenders to acquire and maintain fully cross-sold business client relationships Success developing new business with focus on prospecting, utilizing strong selling and negotiation skills Familiar with checking and analysis account statements across various competitor financial institutions. Strong knowledge of all treasury products and services available in the market Knowledge of credit and risk processes, and pricing philosophy Strong business cash cycle knowledge and business cash management needs of various industries Understands the complexity of various business structures Must keep up to date with various industry trends and evolving treasury technology, to become a trusted advisor to clients Experience working with various finance roles of a business Experience in managing business client relationships in a financial institution Working knowledge of MS Office products: proficient in PowerPoint, Excel, csv, text files and Adobe Editor Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security. Report all Risk Management Policy violations in accordance with policy Skills: Strong written and verbal communication skills Excellent presentation and problem solving skills Needs-based sales and business development principles and techniques Ability to develop strong working relationships with clients, colleagues and COIs Strong time management, organizational and planning skills Ability to work independently and in a team environment Physical Requirements: This job requires infrequent lifting or carrying of objects up to 10 pounds. This job requires the ability to sit for long periods of time. This job requires the ability to drive long distances, throughout the state of Virginia.
    $104k-130k yearly est. Auto-Apply 60d+ ago
  • Mobile Member Service Consultant

    Call Federal Credit Union 3.7company rating

    Call Federal Credit Union job in Brandermill, VA

    Job Description Serve as a liaison between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff Essential Functions and Responsibilities: Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statements Educate members regarding all Call Federal products and services in a consistent sales environment Uses knowledge of a specific product, service, or other assigned area of expertise to answer member inquiries via face-to-face, telephone and or email Provide prompt efficient accurate information and basic teller transactions and adhere to Call Federal check cashing and deposit authority limits Verifies important information including endorsements, dates, and identification, to cash or deposit checks and pay out funds. Open accounts for existing members Provide services such as Visa gift cards and Visa cash advances Respond to member requests/ problems/ complaints and direct them to appropriate staff for additional assistance Ordering of all electronic/digital services Accountability for all assets under your control; including cash drawer, if applicable Process check imaging thru branch capture daily Assist members with all member service forms Uncover opportunities for member engagement, via in person or outbound sales calls to achieve sales goals Advocate and demonstrate company brand Travel to work and assist the Chesterfield and Hancock branches Other duties as assigned Qualifications: High school diploma or equivalent Previous cash handling experience, minimum of a year Previous retail experience, minimum of a year Requires flexible schedule availability including evenings and weekends Excellent interpersonal skills required Self-motivated; can work independently, but also in a team environment Takes initiative to proactively add value to the member and credit union Positive and optimistic Trustworthy and honest Attention to details a must Acceptable background check; credit, criminal and insurance verification Environmental Factors and Physical Requirements: This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations, and the ability to stand, walk stoop, kneel, crouch and manipulate (lift, carry, move) light to medium weights of 1-25 pounds. Requires good hand-eye coordination, arm hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read application information. The employee frequently is required to sit, reach with arms, talk and hear. Location: Location will vary. Hours: Monday - Thursday 8:45 am - 5:15 pm, Friday 8:45 am - 6:15 pm, Saturday 8:45 am - 12:15 pm Benefits: Medical Insurance Dental Insurance Vision Insurance Voluntary Life Pet Insurance HSA/FSA/DCA Accident Insurance Critical Illness Insurance 401K with generous employer contribution Company Paid Benefits Include: Group Life Insurance Short-term Disability Long-term Disability HSA Employer Contribution and Matching Employer Paid HRA Parental Leave 10 Paid Holidays Birthday Off with Pay Paid Community Service Time PTO
    $33k-41k yearly est. 1d ago

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