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Finance service representative jobs in Christiansburg, VA - 156 jobs

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  • Client Service Representative Galax Veterinary Clinic

    Blue Ridge 4.2company rating

    Finance service representative job in Galax, VA

    Practice Galax Veterinary Clinic encompasses both Animal Medical Services of Mount Airy, NC, and Galax Veterinary Clinic of Galax, VA. We are the largest veterinary medical practice serving Carroll County, Grayson County, and Surry County with the ability to provide high-quality medical care for both small and large animals. More about the Role Reporting into the Practice Manager, the Client Service Representative (CSR), provides an exceptional experience to our clients during every interaction. In addition to continually engaging the client, the CSR performs practice administrative tasks such as record maintenance and appointment tracking. The CSR manages practice reception (visitor and telephone), maintenance of veterinary medical records, accounts maintenance, cash processing, data entry, word processing and mail services. The CSR applies practical knowledge of practice processes and services, the basic rules and regulations governing visitors and animal patient treatment, and veterinary record requirements and terminology to ensure every patient is well-cared for and every client has an exceptional experience. Competencies Patience & Compassion: Remaining professional while still making Doctors, teammates, clients, and patients feel as comfortable as possible regardless of the situation or challenges presented. Responding quickly and calmly to crisis while maintaining a high standard of patient care. Collaboration & Teamwork: Carefully coordinating actions with Doctors and practice team members. Providing feedback appropriately and in a timely manner. Quickly incorporating feedback to ensure positive results. Sharing ideas and being open to other's ideas. Communicating: Conveying instructions to clients and teammates to ensure successful patient care. Active Listening: Following the instructions of Doctors and sometimes patient owners. Picking up the needs of Doctors and teammates based on prior experiences and feedback. Organization Skills: Clear tracking of lab specimens, medications, patient instructions, workflow, and other job-related items while managing multiple patients and clients. Client Satisfaction: Ensuring all activities and interactions result in the highest level of client satisfaction. Essential Responsibilities Leads practice opening and closing procedures per Practice Manager instructions and practice procedures. Ensures all public areas are clean and presentable for patients; cleans and straightens areas including the front desk, reception area, waiting area, office, public bathroom(s) and exam rooms. Processes cash, checks, charge card payments and credit account payments. Schedules appointments for the clinic adhering to practice and Doctor preferences and ensure appropriate workflow. Assists in the updating of client/patient files, as needed. Prepares and sends client correspondence. Sends reminder notices to clients for periodic notifications; conducts re-calls to clients on a timely basis from a call back list. Performs a backup of the computer system on a regular basis, as directed. Performs and oversees the performance of posting daily business. Welcomes clients and patients to the practice with a warm and friendly demeanor and ensures an excellent experience during the practice visit. Answers incoming telephone calls applying proper telephone etiquette. Presents clients with medications, instructions, new client kits and any other take home items. Handles emergency situations with great care, patience, and following established clinic policies and procedures. Addresses client concerns in a calm appropriate manner, ensuring every experience ends in satisfaction. Requirements/Qualifications Ability to work on weekends as required High school diploma or equivalent Previous veterinary experience preferred Client satisfaction references preferred Practices OSHA safety techniques including proper PPE Benefits Offered Paid time off Health insurance; dental insurance; vision insurance Retirement benefits or accounts Bonus incentive Flexible work schedules Career and professional development Employee Assistance Program Employee Referral Program Benefits offered may vary depending on full or part time employment status according to company policy. Pay Range USD $13.00 - USD $15.00 /Hr.
    $13-15 hourly Auto-Apply 24d ago
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  • Customer Service Rep(05574) - 1015 Rockford St

    Domino's Franchise

    Finance service representative job in Mount Airy, NC

    Job DescriptionABOUT THE JOB You got game? You got spring in your step? You want the best job in the world! And schedules that work with you, not against you? That's right, we live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time. You'll have plenty of time left over for school, hanging with your friends, or whatever. Sound good? Even if you just need a second job for some extra cash, Domino's Pizza is the perfect place for you. We are searching for qualified customer service reps with personality and people skills. We're growing so fast it's hard to keep up, and that means Domino's has lots of ways for you to grow (if that's what you want), perhaps to management, perhaps beyond. Whether it's your hobby, main-gig, or supplemental job, drop us a line. We're bound to have just the thing for you. ADVANCEMENT Many of our team members began their careers as delivery drivers and today are successful Domino's franchise owners. From customer service representative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity. DIVERSITY Our mission is to recognize, appreciate, value and utilize the unique talents and contributions of all individuals. To create an environment where all team members, because of their differences, can reach their highest potential. SUMMARY STATEMENT We take pride in our team members and our team members take pride in Domino's Pizza! Being the best pizza delivery company in the world requires exceptional team members working together. At Domino's Pizza, our people come first! JOB REQUIREMENTS You must be 16 years of age or older. General job duties for all store team members Operate all equipment. Stock ingredients from delivery area to storage, work area, walk-in cooler. Prepare product. Receive and process telephone orders. Take inventory and complete associated paperwork. Clean equipment and facility approximately daily. Training Orientation and training provided on the job. Communication Skills Ability to comprehend and give correct written instructions. Ability to communicate verbally with customers and co-workers to process orders both over the phone and in person. Essential Functions/Skills Ability to add, subtract, multiply, and divide accurately and quickly (may use calculator). Must be able to make correct monetary change. Verbal, writing, and telephone skills to take and process orders. Motor coordination between eyes and hands/fingers to rapidly and accurately make precise movements with speed. Ability to enter orders using a computer keyboard or touch screen. WORK CONDITIONS Exposure to: Varying and sometimes adverse weather conditions when removing trash and performing other outside tasks. In-store temperatures range from 36 degrees in cooler to 90 degrees and above in some work areas. Sudden changes in temperature in work area and while outside. Fumes from food odors. Exposure to cornmeal dust. Cramped quarters including walk-in cooler. Hot surfaces/tools from oven up to 500 degrees or higher. Sharp edges and moving mechanical parts. SENSING Talking and hearing on telephone. Near and mid-range vision for most in-store tasks. Depth perception. Ability to differentiate between hot and cold surfaces. TEMPERAMENTS The ability to direct activities, perform repetitive tasks, work alone and with others, work under stress, meet strict quality control standards, deal with people, analyze and compile data, make judgements and decisions. Additional InformationPHYSICAL REQUIREMENTS including, but not limited to the following: Standing Most tasks are performed from a standing position. Walking For short distances for short durations. Surfaces include ceramic tile "bricks" with linoleum in some food process areas. Height of work surfaces is between 36" and 48". Sitting Paperwork is normally completed in an office at a desk or table. Lifting Bulk product deliveries are made twice a week or more and are unloaded by the team member using a hand truck. Deliveries may include cases of ingredients and supplies weighing up to 50 pounds with dimensions of up to 3' x 1.5'. Cases are usually lifted from floor and stacked onto shelves up to 72" high. Carrying Large cans, weighing 3 pounds, 7 ounces, are carried from the workstation to storage shelves. Occasionally, pizza sauce weighing 30 pounds is carried from the storage room to the front of the store. Trays of pizza dough are carried three at a time over short distances, and weigh approximately 12 pounds per tray. Pushing To move trays which are placed on dollies. A stack of trays on a dolly is approximately 24" - 30" and requires a force of up to 7.5 pounds to push. Trays may also be pulled. Climbing Team members must infrequently navigate stairs or climb a ladder to change prices on signs, wash walls, perform maintenance. Stooping/Bending Forward bending at the waist is necessary at the pizza assembly station. Toe room is present, but workers are unable to flex their knees while standing at this station. Duration of this position is approximately 30 - 45 seconds at one time, repeated continuously during the day. Forward bending is also present at the front counter and when stocking ingredients. Crouching/Squatting Performed occasionally to stock shelves and to clean low areas. Reaching Reaching is performed continuously; up, down and forward. Workers reach above 72" occasionally to turn on/off oven controls, change prices on sign, and lift and lower objects to and from shelves. Workers reaching down to perform such tasks as scooping cornmeal from a plastic barrel, or washing dishes. Workers reach forward when obtaining topping ingredients, cleaning work surfaces, or answering phones. Hand Tasks Eye-hand coordination is essential. Use of hands is continuous during the day. Frequently activities require use of one or both hands. Shaping pizza dough requires frequent and forceful use of forearms and wrists. Workers must manipulate a pizza peel when removing pizza from the oven, and when using the rolling cutter. Frequent and/or forceful pinching is required in the assembly of cardboard pizza boxes. Team Members must be able to grasp cans, the phone, the pizza cutter and pizza peel, and pizza boxes. Machines, Tools, Equipment, Work Aids Team Members may be required to utilize pencils/pens, computers, telephones, calculators, TDD equipment, pizza cutter and pizza peel.
    $27k-35k yearly est. 1d ago
  • Customer Service Representative - State Farm Agent Team Member

    Kynan Massie-State Farm Agent

    Finance service representative job in Mount Airy, NC

    Job DescriptionBenefits: 401(k) Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Kynan Massie - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Answer customer inquiries and provide policy information. Assist customers with policy changes and updates. Process insurance claims and follow up with customers. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred.
    $27k-35k yearly est. 26d ago
  • Customer Service Representative

    Thread True

    Finance service representative job in Roanoke, VA

    HIRING IMMEDIATELY We offer: Competitive pay Health, Dental, Vision, Telemedicine, Pet Insurance plus more! 401k enrollment with employer contribution Paid sick leave, parental leave, and community service leave The opportunity to be on the ground floor of a rapidly growing brand Are you looking for a fun and exciting environment, flexible work schedule, or an opportunity for growth? Blending all of these together is the difference between a good job and a great career. You will discover a balance between work life and personal life, as well amazing benefits for your health, future, family and happiness. Responsibilities: ● Provide the best customer service ● Effectively communicate with team ● Ensure quality 100% of the time. ● Oversee inventory and communicate needs ● Staying up to date with new training and procedures ● Maintain the overall cleanliness of space
    $25k-33k yearly est. 60d+ ago
  • Medical Equipment Setup, CSR

    Carsonvalleyhealth

    Finance service representative job in Roanoke, VA

    This employee will set up CPAPs, Respiratory Assist Devices (RADs), maintain CPAP/RAD Compliance, manage CPAP/RAD supplies/inquiries/orders, call md INR missed appointments, manage Oximetry process, and complete all other tasks assigned/related to the functionality of the center. Job Responsibilities: Performs CPAP/RAD setups in a timely and professional manner May also perform setup of oxygen equipment and other DME in patients' homes as well This includes completion of all required documentation, instructs patient on the safe and proper use of equipment Cleans rental equipment when returned to the center, in accordance with policies and procedures Maintain cleanliness and organization of warehouse/storage area Monitors CPAP/RAD Compliance report and follows up with non-compliant patients Receives and responds to patient requests for CPAP/RAD supplies, including insurance verification, confirmation of the specific supplies needed, and arranging for them to be shipped to the patient Monitors md INR Compliance report and follows up with non-compliant patients Manage the center's oximetry process Follows applicable policies and procedures of the company, including those in the Safety & Regulatory Manual including but not limited to General Safety, OSHA, and Emergency Planning Responsible for participating in on-call responsibilities for the center The frequency of participation will depend on the size of the center and the number of employees sharing the responsibility Represents the company through professional personal appearance, patient care activities May serve as a backup to other employees for vacation, illness, or other periods of absenteeism Requires use of personal vehicle and a valid driver's license #DD
    $25k-33k yearly est. 3d ago
  • Medical Equipment Setup, CSR

    TCH Group, LLC 2.9company rating

    Finance service representative job in Roanoke, VA

    This employee will set up CPAPs, Respiratory Assist Devices (RADs), maintain CPAP/RAD Compliance, manage CPAP/RAD supplies/inquiries/orders, call md INR missed appointments, manage Oximetry process, and complete all other tasks assigned/related to the functionality of the center. Job Responsibilities: Performs CPAP/RAD setups in a timely and professional manner May also perform setup of oxygen equipment and other DME in patients' homes as well This includes completion of all required documentation, instructs patient on the safe and proper use of equipment Cleans rental equipment when returned to the center, in accordance with policies and procedures Maintain cleanliness and organization of warehouse/storage area Monitors CPAP/RAD Compliance report and follows up with non-compliant patients Receives and responds to patient requests for CPAP/RAD supplies, including insurance verification, confirmation of the specific supplies needed, and arranging for them to be shipped to the patient Monitors md INR Compliance report and follows up with non-compliant patients Manage the center's oximetry process Follows applicable policies and procedures of the company, including those in the Safety & Regulatory Manual including but not limited to General Safety, OSHA, and Emergency Planning Responsible for participating in on-call responsibilities for the center The frequency of participation will depend on the size of the center and the number of employees sharing the responsibility Represents the company through professional personal appearance, patient care activities May serve as a backup to other employees for vacation, illness, or other periods of absenteeism Requires use of personal vehicle and a valid driver's license #DD
    $26k-33k yearly est. 3d ago
  • Financial Specialist

    Pinnacle Financial 4.1company rating

    Finance service representative job in Roanoke, VA

    At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. * We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. * We hire experienced professionals who understand the industry and provide effective advice. * We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Specialist should demonstrate commitment to delivering distinctive service. This position will be responsible for serving the clients as a single touch point, minimizing hand-offs in the office, engaging clients in conversations about the products and solutions, ultimately providing these solutions, expanding existing relationships, and promoting a highly engaged client experience by embracing the Pinnacle Way. PRIMARY RESPONSIBILITIES: * Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings). * Greet and acknowledge each client as they enter the office. * Assist clients with their banking transactions such as deposits, withdrawals, payments, and balance in addition to perform office capture duties. * Adhere to Pinnacle guidelines for check cashing, Reg. CC and new account opening to reduce risk to the Firm. * Ensure compliance with Firm policy and procedures and all applicable federal regulations and state laws. * Open new accounts as needed. Process appropriate new account paperwork, verify client credentials, and obtain all supporting documentation. * Provide client support for general service including account maintenance, instant issue debit card, safe deposit box assistance, research, affidavits, notary service, wire transfers, check orders, foreign currency, interest rate inquiries, assist with ATM inquires, etc. * Prioritize and make on-the-spot decisions regarding client requests while weighing client satisfaction issues with Firm exposure to loss or fraud. * Monitor and manage all required reports to ensure operational excellence. * Provide operational support to Office Leader. * Meet all the client's financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate. * Assist other team members as needed to ensure delivery of distinctive service. * Perform other related duties and responsibilities as assigned. DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: * High School Diploma or Equivalent - College degree is preferred. * Minimum of five (5) years' experience in financial service or job-related experience, 10 years preferred. * Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. * Knowledge of federal banking regulations and compliance. * Broad knowledge of bank products and services. DESCRIPTION OF CAPABILITIES, PHYSICAL REQUIREMENTS, AND ABILITIES: * Excellent interpersonal skills, including verbal and written communication skills. * Excellent organizational skills and attention to detail. * Effective analytical and mathematical reasoning skills with problem-solving ability. * Ability to multi-task and prioritize daily tasks, with effective time-management skills. * Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. * Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. * The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. POSITION STATUS: NON-EXEMPT DATE: 01.04.2024 Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.
    $52k-88k yearly est. 28d ago
  • Relationship Banker

    New Peoples Bankshares

    Finance service representative job in Princeton, WV

    NON-EXEMPT PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing "subject to count" and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES * Knowledge of the general operations and procedures of New Peoples Bank. * Ability to meet and deal tactfully and courteously with the staff and general public. * Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. * Passion for customer service. * Professional etiquette. * Excellent verbal and written communication skills. * Proven sales skills. * Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $30k-39k yearly est. 39d ago
  • Retail Banking Representative

    Bank of Botetourt

    Finance service representative job in Roanoke, VA

    Bank of Botetourt has an open position for a Retail Banking Representative for our Bonsack Office. Banking experience is not required but is preferred. Qualified applicants must have be ability to learn and be competent in performing various banking duties such as; processing teller transactions, demonstrating superior customer service and promoting bank products and services. A Community Partner For 125 years, Bank of Botetourt has been committed to reaching out within our local communities to do all we can to further the area's overall economic development. As a community partner, we make charitable contributions for education, culture and the arts, social service agencies, charitable activities, community and economic development, and other programs that impact the needs of our communities. By bridging the needs of our local communities with the resources of Bank of Botetourt, we help to improve the quality of life for residents in our service areas. We realize that we can only be as successful as the communities we serve! Volunteerism Being a good corporate citizen means being actively involved in the community. Bank of Botetourt employees are encouraged to participate through mentoring, volunteering, sponsoring, and public service. Every day, our employees provide their time and talents for efforts that are important to their local communities - some read to children, others work during parades and festivals, some donate blood, or participate in walk-a-thons. We are proud of the many employees who generously donate so much of their time in support of charitable, civic, and professional organizations. Requirements Position Summary: Facilitates a variety of account transactions and services requests, while maintaining a high level of customer service Essential Functions * Greets customers and conducts deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits and evaluating items for proper hold scenarios. * Examines cash deposits for counterfeit currency and follows proper protocols if identified. * Receives payment on all loans, ensuring that payments equal the amount due, and that all late charges, if applicable, are collected. * Issues cashier checks within prescribed limits and directs customers on how to purchase U.S. Savings Bonds. * Processes mail deposits, night drop deposits, ATM deposits, and daytime drop-off deposits and records proper information on bank forms if applicable. * Closes accounts or completes account transfers as requested. * Assists customers with stop payment requests and wire transfer requests. * Completes "Currency Transaction Report" for all cash transactions over $10,000 and completes "Consolidated Currency Report" for all cash transactions over $3,000 and below $10,000. * Executes requests to purchase or redeem foreign currency. * Batches work at designated times, reviews for red batches, and balances cash drawer at end of day processing. Any teller outages are accounted for on the business day in which they are identified and reported to the Head Teller or Branch Manager. * Cashes checks, pays withdrawals from savings accounts, and redeems savings bonds. * Processes safe deposit box payments and provides assistance to customers accessing their safe boxes. * Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent customer service. * Maintains a strong knowledge of the bank's products and services * Looks for opportunities to make referrals to mortgage, insurance, investments, merchant services, treasury services, and title services. * Cross-sells the bank's products and services. Also participates with manager in the allocation of retail sales goals and the achievement of individual sales goals. * Adheres to currency and coin limits. * Understands their role in case of robbery, whether victim or bystander, and knows proper post-robbery procedures. * Maintains a neat and orderly work area and ensures that all negotiable items and confidential records are properly secured. * Collects and verifies updated customer identification data. * Balances and maintains ATM (if applicable). Other Duties/Responsibilities * Operates standard office machines, including coin sorter, coin wrapper, currency counter, teller machine, copier, typewriter, fax machine and adding machine. * Ensures that the teller station is properly stocked with forms, supplies, etc. * Assists in receiving and processing deposits for Bank of Botetourt Elementary Savings Program. Bank of Botetourt Expectations * Provide superior customer service. * Represent the bank in a professional manner. * Represent Bank of Botetourt in community affairs and events. * Treat all staff members with the utmost respect and cooperation. * Conduct business to maximize shareholder value. * Promptly report known or suspected violations of Bank Secrecy Act (BSA) laws, rules, or regulations involving the bank, its customers, or any other parties, or violations of the bank's BSA compliance program to the BSA Officer or Coordinator. * Perform other duties as assigned. Basic Qualifications Proficiency in Microsoft Office applications and strong computer skills. Excellent customer service skills, ability to multi-task, proficient in operating standard office machines. Note: This is not all-inclusive, and employees are expected to perform all other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. BANK OF BOTETOURT promotes an equal employment opportunity workplace, which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Bank of Botetourt is Member FDIC.
    $30k-38k yearly est. 39d ago
  • Contact Center Personal Banker I

    Freedom First Credit Union 3.8company rating

    Finance service representative job in Roanoke, VA

    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
    $28k-34k yearly est. Auto-Apply 11d ago
  • Relationship Banker II

    Fidelity Bank of North Carolina 4.1company rating

    Finance service representative job in Martinsville, VA

    The Relationship Banker II is responsible for opening accounts for customers, preparing new account paperwork and requesting the required identification. This position is also responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is also 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: 20% Responsible for opening accounts for customers and preparing new account paperwork and requesting the required identification. 20% 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 banking experience and two years of cash handling and customer service experience or an equivalent combination of education and experience. ADDITIONAL QUALIFICATIONS: * Demonstrates banking and product knowledge. * Strong relationship and sales 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. * Must complete product knowledge, account maintenance, and account opening training classes. * Ability to pass a background check. 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
    $27k-32k yearly est. 42d ago
  • Personal Banker Tanglewood Branch

    Wells Fargo Bank 4.6company rating

    Finance service representative job in Roanoke, VA

    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): 4206 Electric Rd, Roanoke, VA 24018 Posting End Date: 31 Dec 2025 *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.
    $26k-35k yearly est. 3d ago
  • Member Services Representative

    Excel Fitness

    Finance service representative job in Martinsville, VA

    Benefits: Employee discounts Flexible schedule Free uniforms Opportunity for advancement Paid time off Grow with us! We're Excel Fitness, a Planet Fitness franchise group based out of Austin, TX with 90+ clubs and growing! Since 2016, we have grown from 16 locations in TX to over 90 locations in 6 states in great markets like Austin, Dallas, Raleigh, Tulsa, and NW Arkansas. We are opening new clubs each year and with that kind of growth, you can build a great career here! In fact most of our senior managers started at the front desk and worked their way up to now earning base salaries that begin at $42k as a GM, $60k as a Regional manager(responsible for 5-10 locations), and all the way up to over a $100k as a Regional Director overseeing 10+ locations! But it all starts at the front desk - where all of our Team Players (what we call our employees) are responsible for creating a positive member experience through superior level of customer service and cleanliness. Essential Duties and Responsibilities - Provide an exceptional customer service experience. -Responsibilities include: Check members into the system. Take prospective members on tours then assist them with the new account sign-up process Facilitate needed updates to member's accounts. Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed. Detailed cleaning in all areas of the facility. Qualifications/Requirements Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. People with positive mental attitudes excel here! Customer service background preferred. Punctuality and reliability is a must. Demonstrate diplomacy in all interactions while using appropriate behavior and language. High School diploma/GED equivalent required. Must be 18 years of age or older. Physical Demands Continual standing and walking during shift. Continual talking in person or on the phone during shift. Must be able to occasionally lift up to 50 lbs. Will occasionally encounter commercial cleaning products during shift. Our team players and members are our top priority! That's why we are following super-strict safety and cleaning protocols. Mask up! All of our team players are required to wear masks at all times while in-club and members are required to follow all state & local mask mandates. Squeaky Clean! We've always been known for our clean clubs, but we have kicked that up to ensure our equipment and facilities are effectively sanitized against COVID-19. Social Fitnessing! We offer a touch-less check in for our members and promote keeping a safe distance between all. Need a day off? Full time employees have paid leave to take a break! Benefits & Perks Make payday any day by taking advantage of our financial wellness benefit, MyFlexPay Every Team Player receives a FREE Planet Fitness Black Card Membership Our Employee Assistance Program (EAP) gives you free and confidential access to counseling resources PLUS - Paid Time Off (PTO), Paid Parental Leave, and Health Insurance Benefits are offered to all eligible Team Players What are you waiting for? APPLY TODAY! Compensation: $12.41 per hour We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. JOIN THE CLUB. Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team! Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet. TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU. Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
    $18k-27k yearly est. Auto-Apply 60d+ ago
  • Personal Banker Tanglewood Branch

    W.F. Young 3.5company rating

    Finance service representative job in Roanoke, VA

    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): 4206 Electric Rd, Roanoke, VA 24018 Posting End Date: 31 Dec 2025 *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.
    $26k-31k yearly est. Auto-Apply 5d ago
  • Customer Service Rep

    Carsonvalleyhealth

    Finance service representative job in Galax, VA

    This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS: Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system Assesses customer need for additional products/services Assesses customer compliance with physician orders Answers questions and provides customer education regarding products/services Documents calls in computerized record keeping system Enters customer orders in computerized system Verifies and updates demographic information such as address and telephone number in computerized records
    $25k-33k yearly est. 3d ago
  • Customer Service Rep

    TCH Group, LLC 2.9company rating

    Finance service representative job in Galax, VA

    This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS: Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system Assesses customer need for additional products/services Assesses customer compliance with physician orders Answers questions and provides customer education regarding products/services Documents calls in computerized record keeping system Enters customer orders in computerized system Verifies and updates demographic information such as address and telephone number in computerized records
    $25k-33k yearly est. 3d ago
  • Relationship Banker

    New Peoples Bank 3.7company rating

    Finance service representative job in Princeton, WV

    NON-EXEMPT PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing “subject to count” and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES - Knowledge of the general operations and procedures of New Peoples Bank. - Ability to meet and deal tactfully and courteously with the staff and general public. - Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. -Passion for customer service. -Professional etiquette. -Excellent verbal and written communication skills. -Proven sales skills. -Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $29k-35k yearly est. 41d ago
  • Retail Banking Representative

    Bank of Botetourt

    Finance service representative job in Roanoke, VA

    Full-time Description Bank of Botetourt has an open position for a Retail Banking Representative for our Bonsack Office. Banking experience is not required but is preferred. Qualified applicants must have be ability to learn and be competent in performing various banking duties such as; processing teller transactions, demonstrating superior customer service and promoting bank products and services. A Community Partner For 125 years, Bank of Botetourt has been committed to reaching out within our local communities to do all we can to further the area's overall economic development. As a community partner, we make charitable contributions for education, culture and the arts, social service agencies, charitable activities, community and economic development, and other programs that impact the needs of our communities. By bridging the needs of our local communities with the resources of Bank of Botetourt, we help to improve the quality of life for residents in our service areas. We realize that we can only be as successful as the communities we serve! Volunteerism Being a good corporate citizen means being actively involved in the community. Bank of Botetourt employees are encouraged to participate through mentoring, volunteering, sponsoring, and public service. Every day, our employees provide their time and talents for efforts that are important to their local communities - some read to children, others work during parades and festivals, some donate blood, or participate in walk-a-thons. We are proud of the many employees who generously donate so much of their time in support of charitable, civic, and professional organizations. Requirements Position Summary: Facilitates a variety of account transactions and services requests, while maintaining a high level of customer service Essential Functions Greets customers and conducts deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits and evaluating items for proper hold scenarios. Examines cash deposits for counterfeit currency and follows proper protocols if identified. Receives payment on all loans, ensuring that payments equal the amount due, and that all late charges, if applicable, are collected. Issues cashier checks within prescribed limits and directs customers on how to purchase U.S. Savings Bonds. Processes mail deposits, night drop deposits, ATM deposits, and daytime drop-off deposits and records proper information on bank forms if applicable. Closes accounts or completes account transfers as requested. Assists customers with stop payment requests and wire transfer requests. Completes “Currency Transaction Report” for all cash transactions over $10,000 and completes “Consolidated Currency Report” for all cash transactions over $3,000 and below $10,000. Executes requests to purchase or redeem foreign currency. Batches work at designated times, reviews for red batches, and balances cash drawer at end of day processing. Any teller outages are accounted for on the business day in which they are identified and reported to the Head Teller or Branch Manager. Cashes checks, pays withdrawals from savings accounts, and redeems savings bonds. Processes safe deposit box payments and provides assistance to customers accessing their safe boxes. Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent customer service. Maintains a strong knowledge of the bank's products and services Looks for opportunities to make referrals to mortgage, insurance, investments, merchant services, treasury services, and title services. Cross-sells the bank's products and services. Also participates with manager in the allocation of retail sales goals and the achievement of individual sales goals. Adheres to currency and coin limits. Understands their role in case of robbery, whether victim or bystander, and knows proper post-robbery procedures. Maintains a neat and orderly work area and ensures that all negotiable items and confidential records are properly secured. Collects and verifies updated customer identification data. Balances and maintains ATM (if applicable). Other Duties/Responsibilities Operates standard office machines, including coin sorter, coin wrapper, currency counter, teller machine, copier, typewriter, fax machine and adding machine. Ensures that the teller station is properly stocked with forms, supplies, etc. Assists in receiving and processing deposits for Bank of Botetourt Elementary Savings Program. Bank of Botetourt Expectations Provide superior customer service. Represent the bank in a professional manner. Represent Bank of Botetourt in community affairs and events. Treat all staff members with the utmost respect and cooperation. Conduct business to maximize shareholder value. Promptly report known or suspected violations of Bank Secrecy Act (BSA) laws, rules, or regulations involving the bank, its customers, or any other parties, or violations of the bank's BSA compliance program to the BSA Officer or Coordinator. Perform other duties as assigned. Basic Qualifications Proficiency in Microsoft Office applications and strong computer skills. Excellent customer service skills, ability to multi-task, proficient in operating standard office machines. Note: This is not all-inclusive, and employees are expected to perform all other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. BANK OF BOTETOURT promotes an equal employment opportunity workplace, which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Bank of Botetourt is Member FDIC.
    $30k-38k yearly est. 38d ago
  • Relationship Banker | Pleasant Hill Branch

    Wells Fargo Bank 4.6company rating

    Finance service representative job in Hillsville, VA

    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 a Relationship 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. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: Participate in building relationships with customers and spend time understanding required needs Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers Present recommendations for resolving inquiries and service requests regarding customers' accounts Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers Provide information to internal partners and external sources to further enhance the customer experience Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs Provide self-service digital banking options to customers 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 SAFE 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: 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Customer service focus with experience handling transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Strong verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Ability to be proactive, innovative, and creative in meeting customer and enterprise needs Ability to make client calls and actively participate in the sales development process Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer- coaching Experience assessing customer needs and recommending products/services to fulfill those needs Experience using business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance 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) web site (************************************************* 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: 1795 S Main St Harrisonburg, Va 22801 Posting End Date: 1 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $27k-33k yearly est. 6d ago
  • Floating Retail Banking Representative

    Bank of Botetourt

    Finance service representative job in Buchanan, VA

    Full-time Description Bank of Botetourt has an open position for a Floating Retail Banking Representative for our Botetourt, Roanoke County and Salem Offices. Banking experience is not required but is preferred. Qualified applicants must have be ability to learn and be competent in performing various banking duties such as; processing teller transactions, demonstrating superior customer service and promoting bank products and services. Taking Care of You At Bank of Botetourt "Taking Care of You" is more than a slogan, it's our promise to the community. For over 100 years, Bank of Botetourt has been committed to reaching out within our local communities to do all we can to further the area's overall economic development. As a community partner, we make charitable contributions for education, culture and the arts, social service agencies, charitable activities, community and economic development, and other programs that impact the needs of our communities. By bridging the needs of our local communities with the resources of Bank of Botetourt, we help to improve the quality of life for residents in our service areas. We realize that we can only be as successful as the communities we serve! Volunteerism Being a good corporate citizen means being actively involved in the community. Bank of Botetourt employees are encouraged to participate through mentoring, volunteering, sponsoring, and public service. Every day, our employees provide their time and talents for efforts that are important to their local communities - some read to children, others work during parades and festivals, some donate blood, or participate in walk-a-thons. We are proud of the many employees who generously donate so much of their time in support of charitable, civic, and professional organizations. Requirements SUMMARY: Provides a variety of customer savings, checking and credit account transactions, as well as customer services while maintaining high customer service standards on a part-time basis. Essential Functions Greet customers and receives and handles deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits. Receives payment on all loans, ensuring that payments equal the amount due and that all late charges, if applicable, are collected. Issues certified checks, VISA travel and gift cards, cashier checks and direct customers on how to purchase US Savings Bonds. Process bank-by-mail and night depository items and recording proper information on bank forms. Close accounts or transfer funds, as requested. Collect utility payments and disburses funds to the proper company. Completes “IRS Currency Transaction Report 4789” for all cash transactions over $10,000. Count, prove and package currency and coin. Balance cash drawer and prepare teller sheets. Cash checks, pay withdrawals from savings accounts, redeem savings bonds and coupons. Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent customer service. Know the Bank's products and services thoroughly. Look for opportunities to sell Bank services. Sells and/or refers Bank's products and services to customers and prospects. Also participates with manager in the allocation of retail sales goals and the achievement of individual sales goals. Maintains the proper amounts of currency and coin in till. Understands their role in case of robbery, whether victim or bystander, and knows proper post-robbery procedures. Maintains a neat and orderly work area and ensures that all negotiable items and confidential records are properly secured. Uses computer system to make inquiries as to account status. Operate standard office machines, including coin sorter, coin wrapper, currency counter, teller machine, copier, typewriter, fax machine and adding machine. Ensures that the teller station is properly stocked with forms, supplies, etc. Balance ATMs. Assist in receiving and processing deposits for Bank of Botetourt Elementary Savings Program. Expectations Provide superior customer service. Represent the bank in a professional manner. Represent Bank of Botetourt in community affairs and events. Treat all staff members with the utmost respect and cooperation. Conduct business to maximize shareholder value. Promptly report known or suspected violations of BSA laws, rules, or regulations involving the bank, its customers, or any other parties, or violations of the bank's BSA compliance program to the BSA Officer or Coordinator. Perform other duties as assigned. This is not all inclusive and employees are expected to perform all other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
    $30k-38k yearly est. 60d+ ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Christiansburg, VA?

The average finance service representative in Christiansburg, VA earns between $21,000 and $54,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Christiansburg, VA

$33,000
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