Finance representative jobs in Roanoke, VA - 42 jobs

Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time

About Us: TivolisWorld Investment Club & Associated Ventures is an emerging investment collective focused on identifying and supporting high -growth opportunities across diverse sectors. We aim to deliver solid returns for our members through informed decision -making and disciplined financial planning. Job Summary: We are seeking a skilled Financial Planner to design and oversee financial strategies that support our investment goals. This role involves evaluating financial data, advising on capital allocation, and optimizing fund usage across projects and portfolios. Key Responsibilities: Analyze financial performance and prepare investment strategy reports Advise leadership on effective fund allocation to maximize return on investment Develop short - and long -term financial plans aligned with club objectives Monitor market trends and assess financial risks and opportunities Assist in budgeting, forecasting, and performance tracking of investments Provide financial models to support new venture assessments or expansion initiatives Requirements Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFP preferred) Proven experience in financial planning, investment strategy, or asset management Strong analytical skills with advanced Excel or financial modeling proficiency Ability to translate complex financial data into actionable insights Self -motivated, reliable, and comfortable working in a remote and evolving environment Benefits 401(k) Health insurance Paid time off

HAWK Advisers is an independent insurance agency located in downtown Roanoke, Virginia. Businesses, families, and individuals depend on HAWK Advisers to help them navigate the complexities of risk. We use a consultative approach to guide commercial, personal, and employee benefits customers through the vast insurance landscape and decision-making process. Our mission is to be the most responsive and engaging provider of risk management and insurance solutions. Job Summary: The Personal Lines Adviser performs the essential functions of the position, which includes, but is not limited to, new business, service, retention, and performance standards adopted by the agency. This is an exciting opportunity to join a well-established company and gain valuable experience working in a professional atmosphere. Benefits: Competitive Compensation 401k Health Insurance Short term & Long term disability Dental & Vision options are voluntary Paid time off, vacation and sick time Flex holidays Charitable PTO - Take a day off to work with your favorite non-profit Supportive and collaborative team environment Modern work space equipped with onsite garage parking, break room, outdoor patio, and fitness center Essential Responsibilities: Develop and implement an approved business plan, based on agency sales goals. Pre-qualifies and analyzes coverage needs. Recommends coverages and prepares rating quotes and proposals. Educates clients about coverage definitions, terms, conditions, and exclusions. Complete applications, quotations, and proposals in appropriate carrier proprietary system or agency management system Contact prospects, schedule appointments, and make sales presentations. Actively seeks referrals and used prospect database to generate new opportunities. Conduct policy reviews with existing clients and makes recommendations that align with the client's objectives and industry best practices. Processes renewals and remarkets insurance, as needed. Maintains orderly electronic files and information, following “Caught Up” Desk Management System. Verifies accuracy and coverage adequacy of policies. Requests changes to correct errors and follows-up with carrier on endorsement requests. Assists clients with making timely coverage changes and claims reporting. Facilitates customer service inquiries and requests. Other Duties & Responsibilities: Keeps a professional appearance, positive attitude, and organized work area. Ability to organize, prioritize and work under pressure at times; team player Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current. Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency. Perform other miscellaneous duties as assigned by agency management. Education & Experience: 1-2 year-related experience and/or training; or equivalent combination of education and experience. Active VA resident or non-resident property & casualty insurance license (preferred). Must hold a valid driver's license.

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT

Job DescriptionBenefits: Bonus based on performance Competitive salary Paid time off ROLE DESCRIPTION: As an Insurance Account Representative for Ellis Redford State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. Service and maintain current client customer accounts QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred. Property & Casualty License in VA Life & Health License in VA

The Police Department is actively seeking a highly motivated and experienced Financial Professional to join our fast-paced and detail-oriented team. As a Financial Professional I, you will play a vital role in ensuring the accuracy and compliance of our budget, payroll and financial reporting. The Financial Professional I will perform duties pertaining to accounts payable, payroll processing, assisting with grant functions and budget preparations. This position monitors and audits expenditures, fixed asset reporting, researches and prepares vendor payment requests, and assists the Administrative Manager in preparing, monitoring & reconciling multiple budgets (Police, Animal Control, Range), multiple asset forfeiture accounts and multiple grants. Essential Duties ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties necessary to deliver services to customers and citizens may be assigned. * Assists with monthly financial reports and analyzes data related to operating expenditures, * Assists with and prepares projections of multiple budgets and propose operational options to Administrative Manager, * Performs meticulous reconciliations and audits of financial data and records to facilitate the preparation of monthly and annual reporting, * Prepares Expenditure/Appropriation Transfers, * Collectively prepare and monitor, with the Administrative Manager, proposed budgets, * Determines appropriate G/L accounting codes for expenditures of multiple budgets and grants, * Researches and prepares vendor payment requests to multiple budgets (Police, Animal Control, Range, Off-Duty), * Works collaboratively with the Administrative Manager and the Equipment & Supply Coordinator to prepare and monitor purchase orders in the City accounting system in accordance with Budget and Financial Services Department Procedures, * Acts as liaison with other employees, departments, vendors, and organizations to resolve problems or handle special requests, * Assists with the monthly and quarterly billing to outside agencies, * Reviews and maintains service contracts and assists in operational compliance, * Examines supporting documents/records to establish proper authorization and processing of agreements, contracts, grants, * Petty Cash Custodian, * Processing of the departments bi-weekly payroll, including timesheets, ensuring adherence with department and City policies, and other assigned payroll tasks with oversight from the Administrative Manager, * Consults employees on internal procedures, appropriate expenditures, reconciliation, and expenses relating to project procurements, * Executes the department's Fixed Asset Reporting relating to multiple budgets for internal controls and works with Finance on yearly reconciliation, * Interprets and assists with the updating of internal and external procedures relating to this position, * Assists the Administrative Manager with State and Federal grant audits to ensure accurate and detail oriented financial reporting and required paperwork, * Is prepared to perform related duties as required, demonstrating flexibility and a willingness to contribute to various financial tasks and projects. ADDITIONAL JOB FUNCTIONS * Cross-trained to perform the primary duties of the Equipment & Supply Coordinator and Financial Technician II; and minimal back up duties pertaining to the Administrative Manager and Off-Duty Coordinator positions. * Depending on work assignment, may be required to perform a variety of duties in support of operational requirements and direct citizen service delivery such as acting as a back-up to other staff and response to weather-related and other emergencies, such as snow removal. * May be required to work outside of normal work hours, to report to work during inclement or unusual weather or other conditions or to respond in other abnormal situations * Other duties to provide direct or indirect service to the citizens may be assigned. When unusual situations occur and/or the City Manager declares a State of Emergency, all City employees may be required to accept special assignments and perform as needed to ensure appropriate service delivery. SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities. Minimum Education and Experience Required QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION & EXPERIENCE * Minimum of an Associate's degree in Accounting or Business Management (or) 5 years of administrative/budget related experience * Intermediate Excel skills and experience with financial software. Additional Requirements Must successfully complete IS100 and IS700 National Incident Management (NIMS) training wihtin 90 days of employment. May also be required to complete higher levels of NIMS training as determined appropriate for the position.

We are looking for driven, enthusiastic, opportunity-seeking people to become AmeriLife insurance agents. As an AmeriLife agent, you will have the opportunity to build a rewarding and profitable career by advising clients who have expressed interest in health and life insurance products. AmeriLife agents represent more than 50 of the industry's top insurance carriers, and are provided an extensive product portfolio that offers your clients an array of powerful and competitively priced insurance products. KEY RESPONSIBILITIES * Provide outstanding customer service to all AmeriLife clients * Engage in a needs analysis for your clients, determining what may best serve their retirement and life and health insurance needs * Develop business relationships with new clients EXPECTATIONS OF AMERILIFE INSURANCE SALES AGENTS * Highly motivated and success driven * Exemplify entrepreneurial spirit * Desire to help others * Valid driver license with reliable transportation BENEFITS * Training and development - Online training, classroom setting and field training * Leads Program - Direct mail, seminars/workshops, digital/media leads, and more! * Industry-leading commissions * Opportunity for advancement: AmeriLife promotes from within * Advanced commissions on many products; paid weekly. * Unlimited earning potential no sales caps * Use of AmeriLife iPads with full access to producer sales tools * Contract with more than 50 of the industry's top insurance organizations * Professional marketing materials designed by our in-house marketing team * Tailored and timely sales support from our expert home office staff * Assistance in pre-licensing, fingerprinting and state insurance exam for qualified candidates If you want to take your career to the next level and become an expert in the insurance industry, apply today!

Kollmorgen Finance Internship Program provides college students, who wish to pursue a career in Finance, the opportunity to get exposed to the various facets of financial management. The Program will build on your technical and interpersonal skills by providing you a role with significant responsibility as well as exposure to experienced business leaders, mentors, and subject matter experts. Successful completion on internship may lead to a full-time position in the Financial Leadership Development program. Assignments Assignments are project-based. You will work closely with our Accounting and Financial staff, you will learn to conduct an analysis, perform accounting tasks, conduct reporting or assist in reviewing Sarbanes-Oxley controls. Some of the job duties might include: Analyzing and understanding the cost structure of our products Evaluating and reporting on all aspects of the business including profit & loss and working capital Analyzing volume adjusted performance against plan, forecast, and prior year Understanding root cause and prioritization of manufacturing and purchasing variances Providing accurate, timely actuals Working with manufacturing engineers to ensure validity of Bills of Materials Proactively establishing best practices in balance sheet reconciliations, general ledgers as well as accounts receivable and accounts payable You will be given the opportunity to lead and manage a project to completion and make a presentation to our Executive and Senior Level staff. Selection of the project will vary according to the participant's preference, availability of the assignment, and the needs of the organization. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Pursuing a BS in Accounting, Finance, or Economics is preferred. Must have strong interpersonal skills and the ability to communicate with all levels of associates ranging from assembly technicians to management. EEO Statement: The company in which you have expressed employment interest is a subsidiary or affiliate of Regal Rexnord Corp. The subsidiary or affiliate is referred to as an ""Regal Rexnord Company."" Regal Rexnord Corp. and all Regal Rexnord Companies are equal opportunity employers that evaluate qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. The ""EEO is the Law"" poster is available at: ***************************************************************** Individuals who need a reasonable accommodation because of a disability for any part of the employment process will have the opportunity to request accommodation during the application process. Restrictions imposed by federal export control laws may limit this job opportunity to candidates who are a ‘U.S. Person', which includes U.S. citizens, U.S. nationals, U.S. permanent residents, individuals granted asylum in the United States, and refugees in the United States, or who otherwise can qualify for a license that permits them to hold the position.About Regal Rexnord Regal Rexnord is a publicly held global industrial manufacturer with 30,000 associates around the world who help create a better tomorrow by providing sustainable solutions that power, transmit and control motion. The Company's electric motors and air moving subsystems provide the power to create motion. A portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications. The Company's automation offering, comprised of controls, actuators, drives, and precision motors, controls motion in applications ranging from factory automation to precision control in surgical tools. The Company's end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture. Regal Rexnord is comprised of three operating segments: Industrial Powertrain Solutions, Power Efficiency Solutions, and Automation & Motion Control. Regal Rexnord has offices and manufacturing, sales and service facilities worldwide. For more information, including a copy of our Sustainability Report, visit RegalRexnord.com. Equal Employment Opportunity Statement Regal Rexnord is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity, pregnancy, age, ancestry, national origin, genetic information, marital status, citizenship status (unless required by the applicable law or government contract), disability or protected veteran status or any other status or characteristic protected by law. Regal Rexnord is committed to a diverse and inclusive workforce. We are committed to building a team that represents diverse and inclusive backgrounds, perspectives, and skills. If you'd like to view a copy of the company's affirmative action plan for protected veterans/individuals with disabilities or policy statement, please email ***************************. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail ***************************. Equal Employment Opportunity Posters Notification to Agencies: Please note that Regal Rexnord Corporation and its affiliates and subsidiaries ("Regal Rexnord") do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement or similar contract and approval from HR to submit resumes for a specific requisition, Regal Rexnord will not consider or approve payment to any third-parties for hires made.

Role: Conduct inbound and outbound calling to identify member needs through the use of independent analysis, judgment, and consultative sales techniques, to effectively communicate various credit union products and services to satisfy the members needs in a timely and effective manner. This includes but not limited to setting up new accounts, offering and processing lending products and additional services, respond to service requests, and direct members to the appropriate department/staff member. Essential Functions & Responsibilities: 45% Assists members contacting the credit union through inbound calls or online channels with opening and closing accounts, explains credit card options, submit credit card requests for processing and decision. Provides information or answers questions about all credit card and deposit products/services. Responds to service requests. 20% Evaluates member needs and identifies cross-sell opportunities and cross-sells services to members. 20% Maintains contact with new members, building on the relationship, process 10 day follow up phone calls, and reach out on maturing CD's. 15% Cross trains on other duties performed by Contact Center employees. Performance Measurements: Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. Please refer to Annual Performance Goal document for remaining Performance Measurements. Knowledge and Skills: Experience One month to twelve months of similar or related experience. Education (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program. Interpersonal Skills Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. Other Skills Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Work Environment Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate. This Job Description is not a complete statement of all duties and responsibilities comprising the position. Monday -Friday 8:30AM -5:00pm

Job DescriptionBenefits: Mentorship and company paid licensing Bonus based on performance Company parties Competitive salary Flexible schedule Free food & snacks Paid time off Signing bonus Training & development ABOUT OUR AGENCY: I opened my agency in 2011 after spending four years learning the business as a team member, and today our office has grown into a close-knit team of six. I earned my Bachelors degree from Southern Virginia University and have several professional designations and licenses. Giving back to the community has always been at the core of who we are. Through our Lift Up Your Community initiative, we focus on spotlighting the goodness of others, encouraging volunteer service, and assisting those in need. We proudly sponsor two annual $1,000 Lifting Up scholarships for local high school students and support organizations such as the Caroline Little League, Caroline Public Schools, the Caroline Sheriffs Office, and Caroline Social Services. Inside the office, we live out our agency creed daily: choosing the harder right over the easier wrong, having meaningful conversations that uncover the protection customers truly need, fulfilling every commitment, and remembering to enjoy life along the way. Our culture reflects that mission through team-building activities, holiday events, continuous training, paid time off, and a retirement plan all designed to help our team grow personally and professionally. If youre looking for a place where you can grow, feel connected, and make an impact, this could be the right fit for you. ROLE DESCRIPTION: Matt Brandt - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency. If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Maintain a strong work ethic with a total commitment to success each and every day. Work alongside your agencys team to ensure successful long-lasting customer relations. Willing to accept part-time or full-time individuals. QUALIFICATIONS: Prefer bilingual - Spanish speaking Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Ability to effectively relate to a customer Must be willing to obtain or already have Property & Casualty and Life & Health licenses Our State Farm Agency opened in 2011 and has experienced incredible growth the last 14 years. Our entire agency team has more than 38 years of experience. Our Agency Creed (this is who we are): Lift up our community by spotlighting the goodness of others, participating in and encouraging volunteer service and assisting individuals in need Have meaningful conversations to discover the optimal protection plan for our customers one by one Always choose the harder right over the easier wrong in all that we do Provide 1st class remarkable service experiences for our customers in every interaction Be trusted guide to our customers and community Fulfill every commitment and promise Be happy, have fun and live life to its fullest

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 3442 Orange Avenue Roanoke, VA 24012 1344 Hershberger Road Roanoke, VA 24012 120 W Virginia Avenue Vinton, VA 24179 701 Park Avenue NW Norton, VA 24273 4202 Melrose Avenue Roanoke, VA 24017 14 W Main Street Salem, VA 24153 4206 Electric Road Roanoke, VA 24018 Posting End Date: 1 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job DescriptionBenefits: 401(k) matching Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Personal Account Rep for Jack Dean - State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.

The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is responsible for helping customers achieve their financial goals through the sales and servicing of bank products and services. The incumbent works with the branch team to achieve their team scorecard goals and is responsible for achieving their own individual scorecard goals. PRINCIPAL ACCOUNTABILITIES: Time: Description: 40% Responsible for handling customer transactions and helping with account related inquiries. Responsible for accurately maintaining and balancing cash drawers and vault as well as reconciling any discrepancies. 15% Responsible for identifying the needs of new and existing customers and offering appropriate products and services. 10% Responsible for assisting with internal controls and daily report follow-up as well as handling night depository deposits and other operational duties as assigned. 10% Responsible for consistently demonstrating the Bank's Right by You quality standards by providing a superior level of customer service. 10% Mitigate losses through work accuracy and adherence with Bank policies and procedures, internal controls and regulatory guidelines more fully described within the Bank Operations and Procedures Manual. 10% Responsible for achieving individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. 5% Other duties as assigned. BASIC QUALIFICATIONS: High school diploma or GED with one year of cash handling and customer service experience or an equivalent combination of education and experience. ADDITIONAL QUALIFICATIONS: * Strong relationship skills. * Basic math and computer skills. * High level of accountability, efficiency, and accuracy. * Exceptional time management, communication, and customer service skills. * Must maintain a friendly, courteous, and professional demeanor. * Must complete teller training classes. * Ability to pass a background check. PREFERRED QUALIFICATIONS: Strong sales skills The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Opportunity Employer

Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Paid time off ROLE DESCRIPTION: As an Insurance Account Representative for Webb Donald State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.

Do you embody the high-performance behaviors of teamwork, professionalism, leading by being a positive example, and service? First National Bank is seeking a Relationship Banker to join the team at our Vista Branch in Altavista, VA! The Relationship Banker is an essential member of the Retail branch team, making a meaningful impact on the lives of our customers and communities. The Relationship Banker is a sales oriented role that will develop profitable new business along with providing ongoing customer service to existing relationships. This includes, but is not limited to: Presenting traditional and non-traditional bank products and services to customers and prospective customers Taking loan applications and referring larger credit opportunities Expanding account relationships by referring customers to other bank products and services What will you be doing in this role? Gathering customer and potential customer information; analyzing customer needs; presenting suitable products; asking for the business and closing the sale Making sales calls individually or accompanying calling officer and participating in community activities Suggesting market strategies that could lead to new business Making decisions regarding Branch Operations to provide direction for other Branch employees when the Branch Manager is unavailable Serving as a liaison between the customer and bank products and services to ensure successful outcomes What's in it for you? Competitive salary Quarterly incentive plan Comprehensive medical, dental, vision and life insurance benefits Generous Paid Time Off (PTO) and 11 paid holidays Paid Parental Leave and other paid extended leave for eligible employees 401(k) Match Program and Pension Plan Tuition Reimbursement Great health and well-being benefits including: telehealth, EAP, specialized treatment of musculoskeletal injuries and conditions, LTD, and various supplemental plans We focus on the growth and development of our employees. The Relationship Banker has the ability to grow professionally at FNB Requirements What will you need? Associate's degree or equivalent experience in the Financial Services industry. Undergraduate degree a plus Two to five years of customer service and sales experience. Previous experience in banking or financial services preferred Understanding of banking products and services, including deposit accounts and loans Reputation for excellence in customer service and relationship development Excellent communication, interpersonal, and relationship-building skills Well-organized, detail-oriented, and self-motivated. Ability to work well independently and as part of a team Ability to prioritize tasks and manage time effectively in a fast-paced environment with minimal guidance Some flexibility to work outside of normal business hours required Proficient in use of PC based products including Word, Excel and Outlook. Aptitude to quickly learn and use electronic banking product applications Physical/Environmental Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions This position works in a normal office environment While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision We are proud to be an EEO/AA/M/F/Disabled/Veteran employer

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 118 Amelon Square Madison Heights, VA 24572 17967 Forest Road Forest, VA 24551 2304 Langhorne Road Lynchburg, VA 24501 3408 Candlers Mountain Road Lynchburg, VA 24502 21513 Timberlake Road Lynchburg, VA 24502 Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting Posting End Date: 1 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Schedule: Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). Deliver excellent client experiences consistently and promptly resolve client issues effectively. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service. Assist banking center management with “on the job training” of new associates. Assist with dual control vault responsibilities and audit controls. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. High school diploma or general education degree (GED) 2 - 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Light Counseling has served more than 60,000 Individuals, Couples, & Families and has been providing professional, confidential, and distinctly Christian counseling services to Virginia for over 30 years. Additionally, we serve clients in 8 other states! We take pride in incorporating God's truth in the helping process. Our mission is to bring hope to the hopeless and healing to those who are hurting by helping individuals realize their God-given, divine potential. POSITION OVERVIEW Light Counseling is hiring a Client Financial Representative to support the financial and billing needs of our outpatient mental health services. This role serves as a key point of contact for clients regarding insurance coverage, billing questions, and payment options, while also supporting revenue cycle operations and internal coordination. The ideal candidate is detail-oriented, client-focused, and comfortable handling sensitive financial and insurance information in a confidential, regulated environment. LEVEL OF RESPONSIBILITY At Light Counseling, we value confidentiality and strictly adhere to federal and state privacy laws and practices, including HIPAA. While all work is performed under supervision, the Client Financial Representative is expected to function effectively and independently, demonstrating flexibility, initiative, maturity, and sound decision-making within the framework of Light Counseling's policies and employee handbook. Due to the sensitive nature of client financial and insurance information in a healthcare setting, the Client Financial Representative must remain vigilant to ensure that all billing, insurance verification, and client communications comply with applicable state and federal privacy regulations. KEY RESPONSIBILITIES Insurance Verification & Client Financial Support Verify insurance eligibility, benefits, and authorizations for outpatient mental health services Explain insurance coverage, copays, deductibles, coinsurance, and self-pay options to clients Assist clients with payment plans, financial assistance programs, and sliding-scale fee arrangements Address client questions related to account balances, statements, and payment options Respond to client inquiries regarding insurance verification, coverage status, and eligibility Billing & Revenue Cycle Support Enter, review, and post charges for outpatient mental health services in the billing system Collect and post client payments accurately; reconcile daily transactions Generate client statements and support routine billing cycles Track client balances and conduct standard follow-ups on outstanding accounts Maintain accurate billing data and financial records Process refunds, credits, and account adjustments as needed Coordinate with internal staff to resolve billing discrepancies Support data entry and reporting in EHR and billing systems Serve as liaison with external law firm regarding collection activity Coordination & Administrative Support Collaborate with clinicians, intake coordinators, and scheduling staff to support accurate billing and client communication Serve as a point of contact for routine insurance-related administrative questions Act as the Medallion credentialing liaison to ensure provider insurance enrollments are processed in a timely manner Track credentialing enrollment status and follow up on outstanding items Maintain accurate documentation of client communications and account updates Compliance & Confidentiality Ensure compliance with HIPAA, payer requirements, and applicable state and federal regulations Maintain accurate, secure, and confidential client and financial records MINIMUM QUALIFICATIONS High school diploma or equivalent required; associate or bachelor's degree in healthcare administration, business, or a related field preferred Prior experience in medical billing, healthcare revenue cycle, insurance verification, or client financial services Familiarity with insurance benefits, authorizations, and billing processes for outpatient healthcare services Strong attention to detail and ability to manage multiple tasks and deadlines Excellent communication skills and ability to explain financial information clearly and compassionately Proficiency with EHR systems, billing platforms, and basic reporting tools Ability to handle sensitive and confidential information with professionalism PREFERRED QUALIFICATIONS Experience in behavioral health or outpatient mental health settings Familiarity with Medicaid, Medicare, and commercial insurance plans Experience working with payment plans, financial assistance programs, or sliding-scale fees Prior experience coordinating credentialing or payer enrollment processes Comfort working in a mission-driven or purpose-focused organization BENEFITS Competitive pay based on experience Health, dental, and vision insurance 401(k) retirement plan with company match Paid time off and holidays Opportunities for professional growth and advancement within the organization Work in a supportive, collaborative, and purpose-driven environment Participation in company events and mission-focused initiatives On-site role with regular interaction with team members and clinicians

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT