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Chesapeake Bank jobs - 114 jobs
Customer Service Associate
Chesapeake Financial Shares
Chesapeake Financial Shares job in Kilmarnock, VA
Chesapeake Bank- Join Our Team as a Customer Service Associate! Are you a people person with a passion for helping others? Do you thrive in environments where your communication skills can shine? If so, we have the perfect opportunity for you! About the Role: As a Customer Service Associate at Chesapeake Bank, you'll be the friendly face that our customers rely on for their banking needs. You'll provide exceptional service, assist with transactions, and ensure every customer leaves with a smile. In a typical banking day, you will enjoy a high level of customer contact, drawing upon your own product knowledge, cash handling experience, and service training. You will make a difference by assessing a client's financial needs and delivering first-rate service to help them reach their goals. Every day will be different. You will spend some time on the teller line, at a sales and service desk, and promoting Chesapeake Bank in the surrounding neighborhood. Chesapeake Bank is committed to empowering and developing our employees, so you will be backed by state-of-the-art industry software, help-desk support, and training resources. You'll have prestige, security and room to grow offered by a large company, and the intimacy of a neighborhood bank, where you'll know customers by name, and work in a team-oriented environment. Why Join Us? Are you ready to build a successful career with a financial institution that excels in the industry and values fun? Our team is known for high levels of employee engagement, consistently ranking in the top 200 banks in yearly external engagement surveys. We offer competitive benefit plans and high levels of job satisfaction. Chesapeake understands that we are only as strong as the communities we serve, therefore we believe in giving back to our local communities through service hours and financial contributions. What We Offer: Competitive salary and comprehensive benefits package. Opportunities for professional growth and career advancement. A supportive and inclusive work environment. The chance to make a significant impact within a dynamic organization. Ready to Make a Difference? If you're ready to take your career to new heights and be a key player in our success, apply now and join us in making a difference. Want to read more about why you should join the team? Click the link below: Top 10 Reason You Should Explore a Career with Chesapeake Bank SUMMARY: Customer Service Associates at Chesapeake Bank play a vital role in our customers' banking experience. You will have meaningful conversations with our customers that lead to building relationships and providing them with products, services and digital options which best meet their financial needs. Responsibilities Being friendly and engaging in conversations, connecting with customers and visitors alike Asking questions to get to know the customer and building relationships Listening with patience and offering advice that's concise and easy to understand Knowledge of bank products and services including other lines of business Connecting customers to digital options which may make banking easier Working as a part of a team to help customers succeed financially Engaging with customers via phone, text or email Interacting with integrity and professionalism with customers and team members Actively listening, eliciting information, comprehending customer issues and recommending solutions Ensuring all procedures are followed in accordance with Bank policy and Federal regulations Effective organizational, multi-tasking, and prioritizing skills Maintaining a cash drawer including taking in and giving out cash and balancing consistently Accurately and efficiently processing transactions Opening new accounts and completing service requests Identify potential fraud and take appropriate action to prevent loss Exercising judgment and raising questions to management Ability to navigate multiple computer systems, applications, and utilize search tools to find information Understand this role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes. Flexibility to learn and grow as new systems, technology or processes emerge Taking ownership of career development through training opportunities Managing additional duties and responsibilities as assigned by Supervisor Adding fun to your day! Requirements High school diploma or equivalent. 1 year of Retail, Sales or customer service experience. 6 months of cash handling experience preferred. 1 year of financial institution experience preferred. Basic Microsoft Office skills Ability to stand for extended periods of time Ability to lift at least 30 pounds Ability to work weekends as needed or scheduled Travel may be required for training purposes and/or assisting other locations Demonstrate a strong aptitude in mathematics and be versatile in the use of computer applications and programs. Proficient verbal, written, and interpersonal communication skills. Effective sales and cross-selling skills. Good analytical and organizational skills. Flexibility to learn and grow as new systems or processes emerge. Willingness to follow instructions and work under established guidelines.$28k-32k yearly est. Auto-Apply 2d agoCommercial Lending Specialist
Chesapeake Financial Shares
Chesapeake Financial Shares job in Williamsburg, VA
Chesapeake Bank- Williamsburg, VA Make a Difference in Your Community Are you passionate about helping local businesses succeed? Do you thrive on building strong relationships and guiding clients through important financial decisions? If you're looking for a role where your impact is felt every day-and where your voice truly matters-we'd love to meet you. We're seeking a Commercial Lending Specialist to support and grow our commercial lending presence across the Williamsburg market. This is your opportunity to join a respected community bank where relationships come first, collaboration is the norm, and your work genuinely strengthens the communities we serve. Why You'll Love This Role Work closely with local business owners and make a real difference in their growth and success. Manage a book of business and actively build new client relationships in vibrant, community‑focused markets. Partner with an experienced Senior Commercial Lender who values teamwork, communication, and professional growth. Enjoy the stability, culture, and personal connection that comes with being part of a longstanding community bank. What We're Looking For Five years' experience in a financial institution loan department, or similar area. Strong communication, relationship-building, and problem-solving skills. A passion for community involvement and helping businesses succeed. Why You'll Love It Here: We're consistently ranked among the top 200 banks in the U.S. for employee engagement “Fun” isn't just a buzzword-it's a core value we live every day Competitive pay, great benefits, and real opportunities to grow A culture of giving back: we invest time and money into the communities we serve You'll actually want to get up and come to work A collaborative executive team that values your input Want to read more about why you should join the team, click the link below: Top 10 Reason You Should Explore a Career with Chesapeake Bank Ready to Take the Next Step? Talk to us about joining a team where your ideas matter, your work makes an impact, and your career can grow. Summary: The Commercial Lending Specialist position will be responsible for the origination, processing, closing, and ongoing management of commercial loans, and the customer relationships associated with them in their assigned regions. The employee will report to and assist the Senior Commercial Lender for their region with commercial requests exceeding their development level, for the development of new customers, and for the management of assigned relationships from the existing regional portfolio. While working with existing clients and during the development of new clients, the Lender will look for referral/sales opportunities for all business lines the Bank offers. The Lender will lead all parts of the lending process for requests matching their experience level to include: identifying client & prospect needs, assisting with the completion of all internal forms necessary for the lending process, conducting client/prospect interviews to obtain all the necessary information to prepare a credit memo, decision the request, & close the approved requests in an efficient manner; ongoing management of the relationship once established. Responsibilities Relationship management of assigned portfolio and business development of new clients through participation in local business and community activities, development of referral partners, and cold calling. Interviews loan applicants, compiles/collects necessary financial information, recommends conditions and terms, process loan requests through Bank's centralized underwriting system for approval, and assists in closing, all within the financial institution's policies and procedures. Supports the Senior Commercial Lender with new requests and regional portfolio management. Works closely and effectively with all internal and external partners to ensure effective communication and process management to ensure an efficient lending process and superior customer experience. Provide input to management in order to streamline and improve loan services for the benefit of the customer and the financial institution. Understand your role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes Other duties as assigned Requirements Bachelor's Degree Five years' experience in a financial institution loan department, or similar area. Extensive knowledge of financial institution, policies, and procedures. Good managerial, communication, and public relation skills. Ability to generate new clients for the Bank through business development activities Maintains high level of visibility within the community through involvement with referral, civic or nonprofit groups.$33k-53k yearly est. Auto-Apply 2d agoPortfolio Manager
Burke & Herbert Bank & Trust
Winchester, VA job
The Portfolio Manager will support Relationship Managers in the origination of new loans and management of credit portfolio. This role will work closely with the origination team and credit risk management in structuring transactions, reviewing and analyzing financial statements, conducting due diligence, assessing credit risk, preparing deal screen presentations, and monitoring and managing the credit portfolio. Essential Functions: Determine borrowing customer's needs and develop appropriate loan structure in collaboration with Relationship Manager. Request, Review and Spread company/guarantor financial information. Complete thorough, accurate, and in-depth analysis of new credit requests in a timely manner. Maintain good working knowledge of the Bank's lending policies and procedures and identify exceptions to credit policy. Recommend appropriate risk ratings in accordance with credit policy guidelines. Attend meetings and/or conference calls on transactions, lead due diligence discussions and develop deal indicative term sheets and deal screen presentations. Structure transactions appropriately that meet client's needs and bank's requirements. Perform comprehensive credit analysis (cash flow analysis, trend analysis, sensitivity analysis etc.) for deal screens and assist in presentation to credit committee in support of approval. Monitor, review and evaluate ongoing compliance with financial covenants and reporting requirements. Assist with renewals, extensions and annual credit reviews, as needed. Perform other duties as directed. Skills/Abilities Proficiency with financial modeling and excellent financial analysis skills (balance sheets, income statements, cash flow statements, financial ratios, personal financial statements, tax returns etc.) Thorough knowledge of C&I and CRE lending process, including credit evaluation and underwriting. Strong verbal, written, interpersonal, and presentation skills. Proven organizational skills, ability to work independently and be detail oriented and thorough. Ability to work well on a team and develop collaborative partnerships across the banking platform. Ability to work on multiple transactions simultaneously and prioritize assignments to meet deadlines. Proficiency in Microsoft Office; knowledge of banking systems (Baker Hill NextGen, Synergy, SilverLake). Education and Experience Bachelor's degree in accounting, finance, or related field with proven academic excellence preferred. Formal credit training and three plus (3+) years of underwriting and account management experience, preferably within a commercial lending environment. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. This position is classified as exempt, and as such it is paid on a salaried basis. The pay range for this position is $70,000 - $90,000 annually. This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.$70k-90k yearly 31d agoCommercial Banking Executive - C&I
Burke & Herbert Bank & Trust
Alexandria, VA job
Job Posting TitleCommercial Banking Executive - C&I The Commercial Banking Executive will work with all bank staff including other Commercial Banking Executives, Commercial Relationship Representatives, Branch Managers, Retail Branch Staff, Commercial Banking Administrators, Loan Processing, and Debt Management departments. The Commercial Banking Executive will work with and present loans to the Loan Committee and Board of Directors and will report to a direct supervisor. Essential Functions Develops new customer prospects and business for the financial institution. Actively participate in market events for brand awareness. Analyzes the credit history of applicants and determines their loan repayment capabilities. Negotiates credit terms, such as costs, loan repayment methods, and collateral specifications. Develops and maintains interest rate structure, with assistance of management or Loan Committee, to be consistent with Bank policies and procedures, and to be competitive with current market rate. Evaluates potential customer loan requests and makes loan recommendations to the Credit Department & Loan Committee. Reviews new laws and regulations that influence business lending within the financial institution and makes recommendations to management when necessary. Participates in training when required for the position. Other duties as assigned. Skills/Abilities Maintain working knowledge of loan systems-how to create and/or obtain loan documents through the loan system. Cross-sell and promote other bank products to customers. Follow structured calling system as set by the supervisor based on expectations and/or goals. Education and Experience Bachelor's degree in business, Finance, or related field preferred. Eight years' experience in a financial institution or loan department preferred. Knowledge of commercial real estate and commercial non-real estate lending policies and procedures preferred. Knowledge of lending services, cash management services, and related areas preferred. Good managerial, collaboration, communication, organization, and sales skills preferred. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a fast-paced clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status$49k-68k yearly est. 10d agoTM Client Implementation & Support Specialist
Burke & Herbert Bank & Trust
Alexandria, VA job
We are building a Community Bank for the modern world and are looking for talented, passionate professionals to join our team. We're looking for a dynamic and growth driven Treasury Management Client Implementation and Support Specialist to contribute to the expansion of our business and commercial relationships. The Treasury Management (TM) Client Implementation and Support Specialist role will support the Treasury Management Consultant team and other teams selling TM services by ensuring seamless communication, implementation, onboarding and ongoing training and support for TM clients. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Working closely with TM Sales teams and clients to ensure TM services are implemented timely and as expected. Assisting the TM Sales team as needed with client proposals, analysis proformas, implementation and onboarding, client training and ongoing TM related service needs. Setting up Business Online Banking, Commercial Online Banking and related Treasury Management services and pricing in the system ensuring efficient and accurate setup of services and receipt of appropriate documentation authorizing set up and related pricing. Partnering with internal implementations and operations to ensure new TM services are established correctly and timely, and that client issues are addressed in a professional and responsive manner. Meeting with TM prospects and clients either in person or by phone to assist in the sales process and providing TM training and product knowledge support. Completing set up and maintenance of services in Business and Commercial Online Banking and other Treasury related systems as requested. Ensuring an exceptional level of customer service and satisfaction in responding to TM related questions and needs from internal team members and existing and prospective clients. Assisting with ongoing TM product education and training for internal teams (Retail, Business Banking, Commercial Banking, etc.). Understanding any potential risk associated with any TM product and working with the appropriate departments to ensure all risks are identified and mitigated where necessary. Achieving and exceeding assigned goals and objectives. Other Duties Staying abreast of TM related system functionality as enhancements/releases are deployed and keeping up on TM product knowledge, industry trends and competitor offerings. Complies with all policies and procedures as applied to the Bank's BSA/AML policy. Perform other duties as assigned. May open deposit accounts, complete related maintenance and documentation and follow up for TM related customers. Skills/Abilities Subject matter expert and working knowledge of TM products, services and systems Excellent organizational skills and attention to detail Excellent customer service skills Sufficient in all Microsoft Office products Strong written and communication skills Ability to effectively present information and respond timely to questions from internal and external clients and prospects Ability to analyze, evaluate and interpret information to formulate conclusions and recommendations Strong ongoing collaborative relationship and team building skills within and across departments Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Education and Experience 3+ years of business banking experience Experience with TM products and services, preferably in a sales and/or support role Experience with deposit account opening and maintenance Experience with client facing support, presentations and training Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.$27k-33k yearly est. Auto-Apply 60d+ agoCustomer Service Teller
Burke & Herbert Bank
Lake Ridge, VA job
Summary/Objective Under the direction of the Branch Management, performs a variety of duties related to all phases of teller work, including proper receiving and handling of deposits, checks and payments; cross-sells to customers. Supports the brand promise. Essential Functions * Receives and handles deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits. * Adheres at all times to the "check cashing policy" and "limitation of authority policy" as indicated in Reg CC. * Issues cashiers' checks and redeems Savings Bonds. * Reconciles cash and transactions each day to within the "teller difference standards" and reports results through submission of teller daily balance sheet. * Consistently demonstrates a helpful, friendly attitude. * Maintains proper amounts of currency and coin in drawer. * Understands role in case of robbery, whether victim or bystander, and knows proper post-robbery procedures. * Maintains neat and orderly work area and ensures that all negotiable instruments and confidential records are properly secured. * Adheres to all security procedures. * Sells and/or refers Bank products and services to customers and prospects. * The duties of this position must be performed from the physical branch or bank location in order to best service the needs of the customers or support the Bank facilities Skills/Abilities * Strong customer service and sales skills. * Ability to communicate clearly with the public. * Good math skills and must be able to perform accurate work. * Understand security issues involving money and checks preferred. * Good comfort level with handling United States currency. * Ability to handle and count money accurately. Education and Experience * High School diploma or equivalent preferred. * Sales and customer service experience preferred. * Experience in handling United States currency preferred. * Basic Computer Skills required. This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.$24k-28k yearly est. 37d agoCompliance Manager
Burke & Herbert Bank & Trust
Richmond, VA job
The Compliance Manager is responsible for championing the Company's proactive execution and on-going enhancement of the Compliance Management System ("CMS") and supporting efforts to prepare the organization for regulatory and operational changes associated with being an FDIC-Large Insured Depository Institution and a Covered Institution subject to the direct supervision of the Consumer Financial Protection Bureau. The Compliance Manager's primary focus is on influencing the evolution of the CMS through targeted assessment delivery, business line outreach, facilitation of exams and audits and coordination with third-party firms on complex regulatory compliance monitoring. The Compliance Manager is instrumental in ensuring the Company's adherence to regulatory requirements, collaborating with partners across the three lines of defense and fostering a culture of compliance and integrity. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Provide leadership, supporting the Chief Compliance Officer and Company team members through his/her thorough knowledge and understanding of deposit and lending compliance requirements, awareness of the regulatory environment and overall business acumen Engage in proactive assessment of the Bank's CMS; areas include but are not limited to policies, procedures, risk assessments, regulatory change management, training, monitoring, complaints response and audit and exam management Ensure CMS aligns with regulatory expectations, industry best practices and internal risk appetite Act as a trusted advisory, partnering with business leaders to identify, support and address potential emerging risks and issues Collaborate with business units and across the lines of defense to integrate compliance expectations into operational processes to ensure on-going compliance with laws and regulations Support on-going development and delivery of the comprehensive compliance roadmap for regulatory and operational readiness in alignment with the Company's growth strategy Provide regulatory reports and updates to senior management and business partners on compliance risks, trends and program effectiveness Seek opportunities to support on-going efficiencies through automation, process simplification and cross-functional collaboration Support a culture of accountability, transparency and continuous learning, leading by example and through peer coaching Complete his/her duties with discretion and confidentiality reflecting the sensitive nature of the work; be comfortable working under a deadline Other Duties Comply with all policies and procedures as applied to the Company's BSA/AML policy Perform other duties as assigned Skills/Abilities Thorough knowledge of deposit, lending and overall consumer compliance regulations as applicable in a large bank setting Excellent written and verbal communication skills, with the ability to work collaboratively within and across teams and with senior leaders and regulators Strong problem solving and analytical skills, with the ability to interpret complex regulatory requirements and apply them to the Company's operational needs Sound judgment and decision-making ability Effective influence and coaching skills Microsoft Office Suite experience Supervisory Responsibility This position does not have supervisory responsibilities at this time but may in the future. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing, as necessary. Travel Travel will be required for this position (approximately 10%-15%) Education and Experience 4-year college degree required; Graduate or Law Degree preferred Eight years of experience in compliance, risk management or a similar role in the financial services industry Certification through CRCM or similar preferred Experience managing a CMS and preparing for significant regulatory milestones preferred Experience working within and influencing matrixed teams Equal Employment Opportunity/M/F/disability/protected veteran status. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.$74k-106k yearly est. Auto-Apply 60d+ agoSenior Commercial Underwriter
Burke & Herbert Bank & Trust
Alexandria, VA job
The Senior Commercial Underwriter shall perform financial analysis and risk assessment on Commercial & Industrial and Commercial Real Estate transactions. This independent analysis function is designed to provide an in-depth evaluation of the strengths and weaknesses in commercial loan requests that will assist management in determining if the overall risk in a credit request is acceptable to the Bank. In addition, this position may be asked to apply their financial analysis skills to assist other areas of credit risk management. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare timely, high quality credit analysis and recommendations that accurately describe the transaction along with risk and mitigating factors associated with the loan request. Prepare detailed analysis of historical property operations to make informed decisions about future performance. Utilize financial spreading software as well as other financial analysis tools to evaluate borrower's cash flow and determine adequacy of the borrower's primary and secondary repayment sources. For real estate transactions, in-depth understanding of property operating statements, leases, rent rolls, real estate schedules and the ability to perform detailed cash flow analysis using CRE templates. Ability to perform stress testing scenarios on construction projects and stabilized income producing real estate properties. For C&I transactions, ability to understand cash flow cycles, conduct sensitivity analysis, evaluate Borrower's cash flow and its ability to provide adequate debt coverage for the proposed transactions as well as determine cushions of protections. Research and investigate applicable market data using industry related tools such as Co Star and Vertical IQ. Analyze third-party reports and appraisals. Determine and obtain missing files and/or missing documentation as needed to complete the assignment. Experience in analyzing and interpreting all levels of financial statement quality. Ability to analyze complex personal financial statements and personal tax returns of sponsors/guarantors as well as contingent debt. Assign risk rating based on risk rating metrics and Bank loan policy. Monitor and measure financial covenants as well as Borrower operating performance. Assist with preparation of loan presentations for Executive and Board Loan Committees. Perform routine annual reviews of relationships within loan portfolio. Assist with training & mentoring of commercial underwriting team members. Attend client meetings, as appropriate, to support underwriting request. Other Duties Complies with all policies and procedures as applied to the Bank's BSA/AML policy. Perform other duties as assigned. Skills/Abilities High level of commercial loan underwriting expertise. Extensive knowledge of spreading and analyzing financial statements. Thorough understanding of financial accounting. Knowledge of applicable local market. Ability to work well under pressure and meet designated deadlines. Full understanding of loan documentation and applicable regulatory requirements. Excellent verbal and written communication skills. Computer literate with proficiency in Microsoft Office applications. Excellent organizational skills. Strong analytical skills and attention to detail. Ability to work independently while meeting processing standards for quality and quantity. Experience with Financial Spreading software. Experience with industry related tools (Vertical IQ & Co-Star preferred). Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Education and Experience Bachelor's degree (preferred Finance, Accounting, or equivalent industry experience). Formal Credit training or equivalent industry experience preferred. Minimum five years of experience in commercial underwriting/analysis role required. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Employment Opportunity Employer/M/F/disability/protected veteran status. Equal Employment Opportunity Employer/M/F/disability/protected veteran status$42k-52k yearly est. 3d agoImaging Specialist
Burke & Herbert Bank
Alexandria, VA job
Summary/Objective The Imaging Specialist is responsible for preparing, scanning, indexing, and maintaining electronic records by ensuring documents are stored in the company's electronic document management systems. This role ensures the accuracy, quality, and confidentiality of scanned documents and supports efficient document management and retrieval systems. Additionally, the Imaging Specialist ensures quality control and proper indexing of documents imaged by others across the organization. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Support the Imaging Manager in executing the operational plans set forth by the Director of Business Support and Delivery, ensuring alignment with organizational goals. * Assist in tracking, analyzing, and reporting key performance metrics that reflect departmental effectiveness. * Prepare physical and electronic documents for imaging (i.e. removing staples, sorting, and organizing) * Digitize documents using high-speed scanners and imaging software. * Index and categorize scanned documents in accordance with established procedures. * Review and verify image quality, clarity, completeness, and proper indexing. * Monitor systems to ensure electronic documents are transferred and indexed into the imaging system. * Complete assigned document review workflows to ensure documents are indexed properly. * Review reports and updated imaged document indexes, as applicable. * Enter and retrieve data from various internal tracking systems or databases. * Resolve routine imaging-related questions and escalate complex issues as appropriate. * Maintain up-to-date knowledge of the company's operational policies, procedures, controls, processes, and regulatory requirements that impact the Imaging Area. * Coordinate with departments to ensure timely and accurate image of critical records. * Ensure all documents are scanned to the correct system location for proper retrieval. * Assist with shredding, purging, or archiving documents post-imaging. Other Duties * Comply with all policies and procedures as applicable, including the Bank's BSA/AML policy. * Assist with audits, regulatory reviews, and examinations by gathering relevant documentation requested by auditors or regulatory bodies. * Perform additional tasks, projects, and responsibilities as directed by the Imaging Manager or Director of Business Support & Delivery. Skills/Abilities * Maintain the confidentiality and security of sensitive or classified documents. * Ability to maintain confidentiality and act with professionalism in all aspects of work. * Basic knowledge of imaging/scanning equipment, software, and techniques. * Understanding of records management policies and practices. * Strong verbal and written communication skills. * High attention to detail with the ability to perform repetitive tasks accurately. * Excellent data entry skills with a low margin of error. * Basic mechanical aptitude for operating and troubleshooting imaging equipment. * Self-motivated and capable of working independently. * Ability to work occasional overtime during peak periods. * Strong time management and prioritization skills. * Collaborative attitude and ability to work with cross-functional teams. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners and filing cabinets. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited travel may be required for this position. Education and Experience Required Qualifications: * High School diploma or equivalent. Desired Qualifications: * 1+ years of experience in document imaging, data entry, or records management. * Familiarity with banking-related documentation. * Experience using scanning equipment and imaging software. * Knowledge of data protection and confidentiality regulations. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.$29k-35k yearly est. 46d agoMortgage Processor
Burke & Herbert Bank
Harrisonburg, VA job
Summary/Objective Responsible for processing all secondary market and in-house portfolio loans which includes gathering documents from borrowers, reviewing and/or preparing disclosures, ensuring application is complete and accurate, ordering all necessary reports for the file, and submitting to underwriting. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Process Secondary Market and In-house portfolio mortgage loans. * Prepare or review disclosures to TRID guidelines. * Customer Service * Act as a liaison between underwriter, loan originator and client. * Provide Originator with timely and periodic status updates of their loan application * Return all inquiry calls within one business day. * Customer Intake and Data Entry * Collect required documentation from Originator and client and follow up on missing items. * Establish, maintain, and update files, databases, records, and/or other documents for recurring internal reports. * Order title reports, verifications, flood certs and appraisals. * Analyze AUS with credit reports, income, and asset documentation. * File System Management * Ensure that all customer files are complete and in compliance with regulatory guidance and internal policies. * Ensure customer privacy and security of files. * Index documents to Document Imaging System. * Administrative Support * Prepare denial letter(s), withdraws, and cancel files when necessary. * Process the documents received for each file, verifying the accuracy and completeness of each document. * Participate in regular process/ system reviews to support a process on ongoing improvement. Other Duties * Other duties as assigned Skills/Abilities * Requires excellent customer service in person and on the phone. * Must be able to handle stressful situations in a calm and courteous manner. * Must be able to communicate effectively, both verbally and in writing. * Requires excellent record-keeping and file management skills. * Knowledge and experience using MS Word, Excel, Outlook * Bi-lingual (Spanish) preferred. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited local travel may be required for this position. Education and Experience * Associate's Degree preferred. * Knowledge of basic lending, real estate contracts and language, foreclosure, short sales and delinquent accounts is preferred. * Understanding of all mortgage loan products (FHA/VA/CONV/USDA/ In-House) and knowledge of mortgage procedures, processes and documentation requirements is preferred. * Knowledge and experience using AUS (Automated Underwriting System), MS Word, Excel, Outlook is preferred. * Knowledge of basic accounting processes and procedures is preferred. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.$29k-36k yearly est. 60d+ agoTreasury Management Consultant
Burke & Herbert Bank & Trust
Richmond, VA job
We are building a Community Bank for the modern world and are looking for talented, passionate professionals to join our team. We're looking for a dynamic and growth driven Treasury Management Consultant to contribute to the expansion of our business and commercial relationships. This role be responsible for supporting their assigned region as a Treasury Management Consultant. This includes the acquisition and growth of Treasury Management sales and related revenue as well as deposit growth of Treasury Management relationships. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serve as a TM advisor within the Bank to develop and provide education on TM products, pricing, and sales approach. Assist the Relationship Management team with TM relationship pricing, analysis proforma and proposal completion. Orchestrate customer and prospect sales calls to expand business relationships. Work closely and meet regularly with RM teams to discuss pipelines and approach for TM prospect and client meetings. Prepare RM client TM and deposit annual review presentations and attend annual review and ongoing meetings to expand upon TM and deposit business. Managing and pre-plan tasks and meeting schedule to maintain an effective support of TM clients and business units. Prepare and present comprehensive sales proposals, analysis proformas and presentations to customers in addition to participating in and leading product training for various audiences. Identify TM and related deposit product and process improvements and solutions by communicating client and prospect needs. Review, analyze and understand clients' TM needs and conduct professional demonstrations as needed. Understand any potential risk associated with any TM product and working with the appropriate departments to ensure all risks are identified and mitigated where necessary. Other Duties Complies with all policies and procedures as applied to the Bank's BSA/AML policy. Perform other duties as assigned. Skills/Abilities Success in growth of Treasury Management and commercial relationships. Focus on growth in Treasury Management related revenue and deposits. Success in meeting and exceeding assigned goals and objectives. Strong relationship management and business development/sales skills and ability to work effectively with individuals and groups across the company to generate, manage and grow TM customer relationships. Expert level knowledge of deposit products and TM products and services. Solid knowledge of commercial credit and credit quality. Broad knowledge of overall bank products and services. Excellent presentation, verbal and written communications skills. Strong analytical and problem-solving skills. Stay abreast of TM related system functionality as enhancements/releases are deployed and keep up on TM product knowledge, industry trends and competitor offerings. Proven success in acquiring new Treasury Management business. Demonstrated ability to foster a collaborative environment within and across the organization as it relates to Treasury Management. Subject matter expert and working knowledge of TM products, services and systems. Advanced interpersonal, tactical and account management skills. Excellent strategic selling and oral presentation skills. Ability to analyze, evaluate and interpret information to formulate conclusions and recommendations. Strong understanding of value propositions related to treasury service applications within corporate treasury function. Strong ongoing collaborative relationship and team building skills across departments. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Education and Experience 5+ years of banking related sales experience preferably in TM sales and business development. Bachelor's degree preferred or an equivalent combination of education and experience. Support customer service activities, business development initiatives, risk management, and compliance requirements. Possess a strong sales aptitude with a proven track record of success. Possess excellent interpersonal and communication skills. Excellent computer skills, specifically Microsoft Office with advanced training in Microsoft Excel and Power Point preferred. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.$80k-115k yearly est. Auto-Apply 60d+ agoAccounting Specialist
Chesapeake Financial Shares
Chesapeake Financial Shares job in Gloucester Point, VA
Chesapeake Bank - Flexent Are you a numbers enthusiast with a knack for problem-solving? Do you thrive in a fast-paced environment where precision and adaptability matter? Chesapeake Bank is looking for an Accounting Specialist to join our Flexent team-a group dedicated to delivering smart financial solutions and exceptional client service. In this role, you'll be part of a dynamic department that blends underwriting, financial analysis, and risk management. You'll help ensure our clients' success while safeguarding the integrity of our processes. If you enjoy digging into details, spotting trends, and contributing to big-picture decisions, this is the opportunity for you. What makes this role exciting? Work closely with leadership on strategic financial reviews Gain hands-on experience with underwriting and portfolio analysis Be part of a team that values collaboration, compliance, and community impact What we're looking for: A strong foundation in accounting or finance Tech-savvy and comfortable with digital tools Excellent communication skills and a sharp eye for detail A problem-solver who can juggle priorities with ease Why You'll Love It Here: We're consistently ranked among the top 200 banks in the U.S. for employee engagement “Fun” isn't just a buzzword-it's a core value we live every day Competitive pay, great benefits, and real opportunities to grow A culture of giving back: we invest time and money into the communities we serve You'll actually want to get up and come to work A collaborative executive team that values your input Want to read more about why you should join the team, click the link below: Top 10 Reason You Should Explore a Career with Chesapeake Bank At Chesapeake Bank, we believe in more than just numbers-we believe in people. Join us and help shape financial solutions that make a difference. Ready to take the next step? Apply today and start building a career that matters. Summary: Responsible for assisting the Operations Manager of Flexent and Administration & Underwriter with the underwriting, financial accounting, risk management and reporting for the Flexent Department. Understand the role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes Responsibilities Assist the Administration and Underwriting Officer with the initial review and underwriting of potential new clients Manage the underwriting process for the annual renewals for existing Flexent and Flexent ABL clients including financial review, credit checks, due diligence and Approval Memorandum preparation Assist in preparation and/or review of presentations for the President of Flexent for approval to the appropriate committee as well as presentation to the appropriate approval committee when needed Works closely with the Administration and Underwriting Officer/President of Flexent on any problem facility and work-outs including communication with the bank's counsel, providing the support and documentation needed and tracking and maintaining information ongoing until the problem is resolved Assists in reviewing client contracts, or renewals of contracts, for compliance with Flexent policies and procedures Review and approval of quarterly financials for all Flexent Clients including tracking financial information and ratios, recording explanations of any financial concerns and identifying any potential areas of risk Performs financial analysis on prospective and existing Flexent clients Preparation & monitoring of Account Debtor concentrations for individual clients' account debtor and portfolio-wide limits Prepare quarterly concentration report for presentation to board Management & preparation of the monthly reports presented to the Flexent Board Committee Management & preparation of the Flexent Problem Report for any facility on the Watch List Management & preparation of the Impairment Analysis, if needed, for Flexent clients on the Watch List risk rated CF5 or above Management of performing analysis of dilutions, cross aging and other credit risks Management of the Field Audit process for Flexent and Flexent ABL clients Monitoring the Asset Based Lending portfolio to validate collateral and report deficiencies to the Operations Manager or the President of Flexent Assist in monitoring collateral and financial reporting to ensure compliance for Asset Based Lending clients Assist with managing Asset Based Lending clients operational and support issues as needed Understand your role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes Other duties as assigned Requirements College Degree in Business or equivalent experience/education 3+ years' experience in Accounting or Finance Good understanding of computers and the internet Excellent communication skills Strong attention to detail Problem solving skills Ability to multi-task and the ability to be flexible as priorities fluctuate Strong focus on customer service and satisfaction$32k-40k yearly est. Auto-Apply 27d agoCredit Analyst
Chesapeake Financial Shares
Chesapeake Financial Shares job in Kilmarnock, VA
Join Our Team as a Credit Analyst | Chesapeake Bank The Opportunity We're seeking a detail-driven, analytical, and forward-thinking Credit Analyst to join our dynamic Credit team. In this role, you'll play a critical part in evaluating creditworthiness, mitigating risk, and supporting strategic lending decisions that fuel growth-for our clients and our institution. About Us At Chesapeake Bank, we're more than just a bank-we're a trusted partner in our clients' financial journeys. With a legacy of excellence and innovation, we empower individuals, businesses, and communities to thrive. Our culture is built on integrity, collaboration, and a relentless pursuit of excellence. Why Join Us? Are you ready to build a successful career with a financial institution that excels in the industry and values fun? Our team is known for high levels of employee engagement, consistently ranking in the top 200 banks in yearly external engagement surveys. We offer competitive benefit plans and high levels of job satisfaction. Plus, we believe in giving back to our communities through service hours and financial contributions. Impactful Work: Your insights will directly influence lending decisions and business growth. Career Growth: We invest in your development with training, mentorship, and advancement opportunities. Collaborative Culture: Work with a team that values your voice and celebrates your success. Competitive Compensation: Attractive salary and comprehensive benefits. Ready to Make a Difference? If you're ready to take your career to new heights and be a key player in our success, apply now and join us in making a difference. Want to read more about why you should join the team? Click the link below: Top 10 Reason You Should Explore a Career with Chesapeake Bank Summary: Responsible for completing credit analysis and underwriting of new loan requests upon receipt of application package from Loan Officer / Commercial Loan Administrator. Analysts ensure conformity and consistency of loan applications and relationships to the Bank's policies and compliance with applicable regulations. Analysts partner with Portfolio Coordinators during the life of the loan to evaluate renewals and modifications or changes in the loan's risk rating. Responsibilities ROLE AND RESPONSIBILITIES: Receive loan application package receipt from Loan Officer / Commercial Loan Administrator, complete credit analysis and underwriting process, and prepare credit memo package (CAM) in conformity with Bank Policy. Analyze and complete spreads of applicant and associated financial information, create global cash flows, and establish loan/customer risk rating. Coordinate with Portfolio Coordinators on the required analysis for renewals and modifications to support timely processing and portfolio management. Complete review of guarantors and loan specific collateral. Submit CAM for approval through established workflow and monitor status in consultation with the Commercial Loan Administrator and Commercial Loan Coordinator. Partner with Portfolio Management and perform analytical tasks as needed including annual financial reviews, updated risk factor assessments, covenant analysis, criticized asset analysis, cash flow change reviews, etc. OTHER: Willingly performs other duties and projects as assigned. Answers telephone and assist loan officers with routine inquiries regarding payoffs and other loan details. BACKUP RESPONSIBILITIES: Understand your role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes Other duties as assigned Requirements Bank Credit experience required Excellent financial analytical skills with sound judgment. Excellent communication skills (both verbal and written). Strong customer-service skills. Ability to organize and prioritize to meet deadlines. Bachelor's degree in business administration/accounting/finance, preferred. Excellent knowledge of personal/business financial statements and tax returns, preferred. Working knowledge of Microsoft office applications. Understand your role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes.$49k-71k yearly est. Auto-Apply 10d agoCommercial Banking Executive - C&I
Burke & Herbert Bank & Trust
Alexandria, VA job
Job Posting TitleCommercial Banking Executive - C&I The Commercial Banking Executive will work with all bank staff including other Commercial Banking Executives, Commercial Relationship Representatives, Branch Managers, Retail Branch Staff, Commercial Banking Administrators, Loan Processing, and Debt Management departments. The Commercial Banking Executive will work with and present loans to the Loan Committee and Board of Directors and will report to a direct supervisor. Essential Functions Develops new customer prospects and business for the financial institution. Actively participate in market events for brand awareness. Analyzes the credit history of applicants and determines their loan repayment capabilities. Negotiates credit terms, such as costs, loan repayment methods, and collateral specifications. Develops and maintains interest rate structure, with assistance of management or Loan Committee, to be consistent with Bank policies and procedures, and to be competitive with current market rate. Evaluates potential customer loan requests and makes loan recommendations to the Credit Department & Loan Committee. Reviews new laws and regulations that influence business lending within the financial institution and makes recommendations to management when necessary. Participates in training when required for the position. Other duties as assigned. Skills/Abilities Maintain working knowledge of loan systems-how to create and/or obtain loan documents through the loan system. Cross-sell and promote other bank products to customers. Follow structured calling system as set by the supervisor based on expectations and/or goals. Education and Experience Bachelor's degree in business, Finance, or related field preferred. Eight years' experience in a financial institution or loan department preferred. Knowledge of commercial real estate and commercial non-real estate lending policies and procedures preferred. Knowledge of lending services, cash management services, and related areas preferred. Good managerial, collaboration, communication, organization, and sales skills preferred. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a fast-paced clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status$49k-68k yearly est. Auto-Apply 60d+ agoProject Analyst
Burke & Herbert Bank & Trust
Alexandria, VA job
Summary/Objective The Project Analyst uses the Critical Chain Project Management process to deliver projects with clear deliverables and within budget. The Project Analyst ensures the planning, project network building, change management and implementation of significant technology or business projects sponsored and prioritized by the SLT. The Project Analyst is responsible for ensuring identification of project impacts to Internal Controls over Financial Reporting (ICFR) and IT general controls (ITGC) and works closely with executive and senior management to coordinate resources from Information Technology (IT), internal departments and external vendors to accomplish project tasks. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works with executive sponsor and designated project lead to establish clear project deliverable(s) Responsible for project planning and works with assigned project leader to build project network, defining milestones and task duration Works with project leader to coordinate project management activities, bank resources, and information. Ensures regular status reporting with vendor(s), project leader and to executive sponsor Assists in escalating project issues, managing expectations, and proposing creative and practical solutions in order to achieve milestones consistent with the clear objective of the project Ensures feedback from and impact analysis with all areas affected by the project including end users, risk controls and the business systems impacted Ensures development of contingency and/or recovery plans with project lead as directed by executive sponsor Other Duties Complies with all policies and procedures as applied to the Bank's BSA/AML policy. Perform other duties as assigned. Skills/Abilities Applies critical chain project management and industry-standard project management fundamentals in the accomplishment of the above essential functions. Strong interpersonal skills, including communication, presentation, persuasion, and influence. Strong organizational skills, including effective collaboration in a team environment. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited local travel may be required for this position. Education and Experience Five years of financial services and/or project management experience required. Bachelor's degree in related field (or equivalent) preferred. Working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.) required. Experience with Critical Chain Project Management preferred. Banking experience preferred. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.$71k-82k yearly est. Auto-Apply 60d+ agoPortfolio Manager
Burke & Herbert Bank & Trust
Harrisonburg, VA job
The Portfolio Manager will support Relationship Managers in the origination of new loans and management of credit portfolio. This role will work closely with the origination team and credit risk management in structuring transactions, reviewing and analyzing financial statements, conducting due diligence, assessing credit risk, preparing deal screen presentations, and monitoring and managing the credit portfolio. Essential Functions: Determine borrowing customer's needs and develop appropriate loan structure in collaboration with Relationship Manager. Request, Review and Spread company/guarantor financial information. Complete thorough, accurate, and in-depth analysis of new credit requests in a timely manner. Maintain good working knowledge of the Bank's lending policies and procedures and identify exceptions to credit policy. Recommend appropriate risk ratings in accordance with credit policy guidelines. Attend meetings and/or conference calls on transactions, lead due diligence discussions and develop deal indicative term sheets and deal screen presentations. Structure transactions appropriately that meet client's needs and bank's requirements. Perform comprehensive credit analysis (cash flow analysis, trend analysis, sensitivity analysis etc.) for deal screens and assist in presentation to credit committee in support of approval. Monitor, review and evaluate ongoing compliance with financial covenants and reporting requirements. Assist with renewals, extensions and annual credit reviews, as needed. Perform other duties as directed. Skills/Abilities Proficiency with financial modeling and excellent financial analysis skills (balance sheets, income statements, cash flow statements, financial ratios, personal financial statements, tax returns etc.) Thorough knowledge of C&I and CRE lending process, including credit evaluation and underwriting. Strong verbal, written, interpersonal, and presentation skills. Proven organizational skills, ability to work independently and be detail oriented and thorough. Ability to work well on a team and develop collaborative partnerships across the banking platform. Ability to work on multiple transactions simultaneously and prioritize assignments to meet deadlines. Proficiency in Microsoft Office; knowledge of banking systems (Baker Hill NextGen, Synergy, SilverLake). Education and Experience Bachelor's degree in accounting, finance, or related field with proven academic excellence preferred. Formal credit training and three plus (3+) years of underwriting and account management experience, preferably within a commercial lending environment. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. This position is classified as exempt, and as such it is paid on a salaried basis. The pay range for this position is $70,000 - $90,000 annually. This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.$70k-90k yearly 31d agoUniversal Banker
Burke & Herbert Bank & Trust
Manassas, VA job
Summary/Objective Under the direction of bank management, performs a wide variety of duties between the teller line and the customer service desk. This includes opening and closing accounts, performing routine banking transactions, and other duties. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Universal Banker will rotate between the teller line and the customer service desk. Universal Bankers provide superior customer service experience, based on all Service Beyond Expectations-Begins With Me pillars. Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc. Open Consumer and Business Bank Accounts including loans and deposits. Assist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance. Open and/or assist with CDARS accounts/transactions and IRA accounts/transactions. Equitably contributes to the branch attainment of sales and referral products goals by identifying and making referrals. Adhere to all policy and procedures of the company. Follows operational procedures including protecting customers, bank assets and bank security. Accurately complete information on systems and forms to mitigate exposure while ensuring service delivery and quality. Other Duties Other duties as assigned. Education and Experience High School Diploma or equivalent 2-3 years teller and/or new accounts experience preferred. Universal Banker must be comfortable and confident in a sales and service environment. Universal Banker must be able to be part of a team and work closely with fellow Customer Service Tellers and Relationship Bankers. Highly professional with good interpersonal and problem-solving skills. Excellent computer, typing, and math skills required. Highly organized and detail-oriented. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.$27k-33k yearly est. Auto-Apply 26d agoImaging Specialist
Burke & Herbert Bank & Trust
Alexandria, VA job
Summary/Objective The Imaging Specialist is responsible for preparing, scanning, indexing, and maintaining electronic records by ensuring documents are stored in the company's electronic document management systems. This role ensures the accuracy, quality, and confidentiality of scanned documents and supports efficient document management and retrieval systems. Additionally, the Imaging Specialist ensures quality control and proper indexing of documents imaged by others across the organization. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support the Imaging Manager in executing the operational plans set forth by the Director of Business Support and Delivery, ensuring alignment with organizational goals. Assist in tracking, analyzing, and reporting key performance metrics that reflect departmental effectiveness. Prepare physical and electronic documents for imaging (i.e. removing staples, sorting, and organizing) Digitize documents using high-speed scanners and imaging software. Index and categorize scanned documents in accordance with established procedures. Review and verify image quality, clarity, completeness, and proper indexing. Monitor systems to ensure electronic documents are transferred and indexed into the imaging system. Complete assigned document review workflows to ensure documents are indexed properly. Review reports and updated imaged document indexes, as applicable. Enter and retrieve data from various internal tracking systems or databases. Resolve routine imaging-related questions and escalate complex issues as appropriate. Maintain up-to-date knowledge of the company's operational policies, procedures, controls, processes, and regulatory requirements that impact the Imaging Area. Coordinate with departments to ensure timely and accurate image of critical records. Ensure all documents are scanned to the correct system location for proper retrieval. Assist with shredding, purging, or archiving documents post-imaging. Other Duties Comply with all policies and procedures as applicable, including the Bank's BSA/AML policy. Assist with audits, regulatory reviews, and examinations by gathering relevant documentation requested by auditors or regulatory bodies. Perform additional tasks, projects, and responsibilities as directed by the Imaging Manager or Director of Business Support & Delivery. Skills/Abilities Maintain the confidentiality and security of sensitive or classified documents. Ability to maintain confidentiality and act with professionalism in all aspects of work. Basic knowledge of imaging/scanning equipment, software, and techniques. Understanding of records management policies and practices. Strong verbal and written communication skills. High attention to detail with the ability to perform repetitive tasks accurately. Excellent data entry skills with a low margin of error. Basic mechanical aptitude for operating and troubleshooting imaging equipment. Self-motivated and capable of working independently. Ability to work occasional overtime during peak periods. Strong time management and prioritization skills. Collaborative attitude and ability to work with cross-functional teams. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners and filing cabinets. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited travel may be required for this position. Education and Experience Required Qualifications: High School diploma or equivalent. Desired Qualifications: 1+ years of experience in document imaging, data entry, or records management. Familiarity with banking-related documentation. Experience using scanning equipment and imaging software. Knowledge of data protection and confidentiality regulations. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.$29k-35k yearly est. Auto-Apply 44d agoCompliance Manager
Burke & Herbert Bank & Trust
Alexandria, VA job
The Compliance Manager is responsible for championing the Company's proactive execution and on-going enhancement of the Compliance Management System ("CMS") and supporting efforts to prepare the organization for regulatory and operational changes associated with being an FDIC-Large Insured Depository Institution and a Covered Institution subject to the direct supervision of the Consumer Financial Protection Bureau. The Compliance Manager's primary focus is on influencing the evolution of the CMS through targeted assessment delivery, business line outreach, facilitation of exams and audits and coordination with third-party firms on complex regulatory compliance monitoring. The Compliance Manager is instrumental in ensuring the Company's adherence to regulatory requirements, collaborating with partners across the three lines of defense and fostering a culture of compliance and integrity. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Provide leadership, supporting the Chief Compliance Officer and Company team members through his/her thorough knowledge and understanding of deposit and lending compliance requirements, awareness of the regulatory environment and overall business acumen Engage in proactive assessment of the Bank's CMS; areas include but are not limited to policies, procedures, risk assessments, regulatory change management, training, monitoring, complaints response and audit and exam management Ensure CMS aligns with regulatory expectations, industry best practices and internal risk appetite Act as a trusted advisory, partnering with business leaders to identify, support and address potential emerging risks and issues Collaborate with business units and across the lines of defense to integrate compliance expectations into operational processes to ensure on-going compliance with laws and regulations Support on-going development and delivery of the comprehensive compliance roadmap for regulatory and operational readiness in alignment with the Company's growth strategy Provide regulatory reports and updates to senior management and business partners on compliance risks, trends and program effectiveness Seek opportunities to support on-going efficiencies through automation, process simplification and cross-functional collaboration Support a culture of accountability, transparency and continuous learning, leading by example and through peer coaching Complete his/her duties with discretion and confidentiality reflecting the sensitive nature of the work; be comfortable working under a deadline Other Duties Comply with all policies and procedures as applied to the Company's BSA/AML policy Perform other duties as assigned Skills/Abilities Thorough knowledge of deposit, lending and overall consumer compliance regulations as applicable in a large bank setting Excellent written and verbal communication skills, with the ability to work collaboratively within and across teams and with senior leaders and regulators Strong problem solving and analytical skills, with the ability to interpret complex regulatory requirements and apply them to the Company's operational needs Sound judgment and decision-making ability Effective influence and coaching skills Microsoft Office Suite experience Supervisory Responsibility This position does not have supervisory responsibilities at this time but may in the future. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing, as necessary. Travel Travel will be required for this position (approximately 10%-15%) Education and Experience 4-year college degree required; Graduate or Law Degree preferred Eight years of experience in compliance, risk management or a similar role in the financial services industry Certification through CRCM or similar preferred Experience managing a CMS and preparing for significant regulatory milestones preferred Experience working within and influencing matrixed teams Equal Employment Opportunity/M/F/disability/protected veteran status. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.$77k-111k yearly est. 20d agoMortgage Loan Specialist
Burke & Herbert Bank & Trust
Christiansburg, VA job
Initiates the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. Identifies and attracts new clients by networking with real estate agents, financial advisors, and past clients to generate referrals. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc. Meet with potential borrowers regarding their mortgage needs. Present bank's mortgage products and services that meet borrower's financial goals. Complete the borrower's application and analyze the borrowers financial and credit data. Lock rate per company and regulatory guidelines. Prepare or request all applicable loan documentation from the appropriate party or department. Work with Centralized Processing Department to ensure attorney and appraisal work is ordered and all documentation is handled professionally and efficiently. Maintain communication with the borrower regarding the loan status. Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements. Service all in-house and secondary market loans in your portfolio. (all requests including, escrows, payments, payoffs, etc.) Interact with clients and internal partners daily to answer questions, solve problems, and deliver the highest-level of customer service. Assist clients with monthly billing and collections cycle. Monitor the status of delinquent payments and follow-up with clients on an ongoing basis, while also working with Debt Management on Collections. Work directly with other departments to resolve any issues or concerns with any customer in your portfolio. Other Duties Look for referral opportunities within the company (insurance, deposits, etc.). Other duties as assigned. Skills/Abilities Requires strong networking and interpersonal skills. Financial/quantitative skills. Attention to detail. Strong computer skills including Excel. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Local travel is required for this position. Education and Experience Must be registered with NMLS Federal Registry. Minimum of two years residential mortgage lending experience. A four-year college degree is preferred. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status$33k-40k yearly est. 8d ago
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Chesapeake Bank may also be known as or be related to Chesapeake Bank, Chesapeake Financial, Chesapeake Financial Shares, Chesapeake Financial Shares Inc and Chesapeake Financial Shares, Inc. (Virginia).