Finance service representative jobs in Colonial Heights, VA - 366 jobs

Are you a real people person who loves helping others and solving problems? We're looking for a Client Liaison / Customer Support Pro (CSR-style role) who can be the friendly go-to for clients when they need answers, support, and quick solutions. ✅ What you'll love: 🏡 WFH 3 days/week (hybrid!) ⏰ Never any overtime (seriously - ever) 💰 Competitive pay 🙌 A role where being kind + proactive matters ✨ You'll be great if you: Love talking to people (phone/email/chat) Stay calm under pressure Enjoy being the “fixer” + making someone's day easier Have customer service/client support experience Medial office/insurance industry experience is a HUGE PLUS! If you are interested in this or future opportunities in your area, please send a Word-Formatted resume to us and we will contact you when opportunities arise that match your geography and experience. All inquiries are kept confidential, and your information will not be shared without your prior approval. All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran, or any other characteristic protected by applicable law.

Objective: This position is responsible for generating new business and expanding existing client relationships through business development, cold calling, and strategic prospecting. The ideal candidate will have a strong understanding of commercial HVAC systems, a solid sales track record, and the ability to build long-term partnerships with building owners, property managers, facility directors, and decision-makers across various industries. Key Responsibilities: Business Development: Develop and maintain relationships with owners, facility managers, property managers, engineers, and general contractors. Generate leads through cold calling, networking, referrals, and industry events. Conduct client meetings, presentations, and site visits to assess client needs and promote services. Project Sales: Identify and sell retrofit, replacement, and HVAC projects by understanding client needs and offering tailored service solutions. Collaborate with operations, engineering, and estimating teams to develop proposals and deliver solutions tailored to client needs. Qualifications and Experience: 3+ years of B2B sales experience in the HVAC, mechanical, or building services industry required. Experience selling service contracts and/or HVAC retrofit projects strongly preferred. Strong knowledge of commercial HVAC systems, terminology, and industry trends. Excellent communication, negotiation, and relationship-building skills. Proven ability to meet or exceed sales goals. Self-starter with strong time management and organizational skills. Proficiency in Microsoft Office and Timberline - Service Management. Valid driver's license and ability to travel throughout Central Virginia. Comfortable working independently and as part of a team in a fast-paced, performance-driven environment. Join our team and help drive HVAC service and project growth through meaningful relationships and technical solutions that improve comfort, reliability, and efficiency for our clients. EEO Policy Statement Warwick Mechanical Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Warwick Mechanical Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Warwick Mechanical Group expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status. Improper interference with the ability to Warwick Mechanical Group employees to perform their expected job duties is absolutely not tolerated.

This position is responsible for providing a best in class customer experience while assisting new and existing customers through needs based conversations and providing appropriate solutions to meet their immediate, short term and long term financial needs. Position Accountabilities Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience Develop and maintain knowledge of bank products, services, including other lines of business Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking) Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals Promote the branch's overall growth through the development and retention of new and existing customers Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Uncover and provide solutions for lending needs Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits Perform complex branch operational duties as assigned Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bancshares' BSA/AML Policy and Procedures. Ensure that all required training is successfully completed Other duties as assigned Organizational Relationship This position reports to the assigned leader of the branch. Position Qualifications Education & Experience Possess or be able to obtain an NMLS registration High school diploma or equivalent required, associate's degree preferred Minimum of 2 years experience in banking or financial services preferred Minimum of 2 years developing customer relationships, achieving sales/production goals, and building referral sources preferred Minimum of 1 year previous lending experience required Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 5226 Monticello Avenue Suite F-100, Williamsburg, Virginia 23188 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Manage individual cash drawer and process customer transactions Maintain established teller cash drawer limits (top & bottom) and adhere to the work quality standards as outlined in the Teller Balancing Standards. Assist customers with account maintenance, service issues and inquiries to include but not limited to change of address, debit card servicing, stop payment, etc.) Assist with all bank functions (e.g. night drop, notary, ATM duties) Cross-sell additional bank products other than those requested by the customer. Achieve stated individual sales goals. Refer clients to other departments Provide exceptional customer service. Be flexible and adaptable to frequent changing environments, particularly important for Banking Associates who often work outside of their home branches. Be up to date with all technology and remote services. Attendance: Reporting to work on time and on scheduled day at your scheduled location. Face-to-face interaction with co-workers and the ability to work in a team environment. Other Duties: (Additional things necessary to assist) Perform other branch specific tasks as defined by the Banking Center Manager or the Assistant Banking Center Manager. Process loose coin and maintain the coin machine. Facilitates cash shipments/orders Assist in balancing vault and ATM cash. Order branch supplies as required by branch activities. Assist customers in entering their safe deposit boxes. Log activity and customer interaction in Synapsys Liaison to special projects. Training: (Training required to be fully proficient in this position) Computer/Software training. Product specific training (e.g. IRA's). Quality customer service, including telephone etiquette. Bank security. Regulation CC (Procedures for placing holds on checks) HR training Bank Secrecy Act Privacy Act Other compliance training as assigned Communication: (Requirement to communicate orally and verbally) Each Banking Associate must possess well refined verbal and written communications skills to effectively and efficiently execute their duties. Effective communication with subordinates, management, and customers will greatly impact the success of the branch. Knowledge and Skills: (Any academic levels, years of experience or required skill) Proficiency in the above listed "training" requirements will be expected of each Banking Associate. Due to differences in personal experiences and education levels, these skills will be evaluated on an individual basis. Each Banking Associate will be required to pass a product proficiency exam annually and adhere to teller balancing standard requirements. Working Conditions: (How much time is spent standing, sitting, talking, use of hands, requirements to lift maximum weight amount and frequency) Depending upon the role of the Banking Associate, the majority of the day is generally spent at either the teller window or at a desk. The BA position requires the ability to move about the office and continuously operate a computer and other office machinery. In addition, some duties require the ability to move 45lbs.

Job DescriptionBenefits: Bonus based on performance Flexible schedule Paid time off Training & development Opportunity for advancement ROLE DESCRIPTION: Tyler Tiesing - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability. As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset. 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 every day. Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations. QUALIFICATIONS: Possess excellent communication skills. Display good analytical skills. Provide excellent customer service. Accredited with the Financial Industry Regulatory Authority (FINRA) Life/Health Insurance License Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office Licensing reimbursement after 3 months Signing bonus for pre-licensed professionals

Job Description As a Financial Service Representative, you represent a significant part of our operations team and your passion for driving exceptional customer service is a real opportunity to demonstrate Argent Credit Union's dedication to being our members trusted financial partner and our commitment to the well-being of our community. The purpose of this role is to develop & enhance the full member relationship from opening of an account to sharing various services offered by the credit union. Join the Argent Credit Union family if you want to make a real difference. Your goal is to maximize the member experience by accurately and efficiently processing financial transactions. The right candidate should exhibit and be willing and able to: Exhibit professionalism and trustworthiness Navigate multiple systems while interacting with members and processing transaction services. Exercise active listening skills. Cross-sell credit union products, services and promotions. Meet or exceed assigned job production guidelines. Desired Skills: Banking, financial and cash handling background preferred. Ability to set priorities and multitask. Ability to handle sensitive information with discretion. Excellent verbal and written communication skills Proven record of providing both internal and external customer service Attention to detail Qualifications: High School Diploma or Equivalent Previous experience in customer service and/or cash handling is preferred. One year of experience as a credit union or bank teller preferred. Join the Argent Credit Union family and be a part of an organizational culture where taking great care of our employees is what matters.

Job DescriptionBenefits: Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionLoan Servicing Officer Employment Type: Long-term Contract Portfolio: Rental Housing We are seeking a highly organized and detail-oriented Loan Servicing Officer to join our team. In this role, you will play a vital part in the administration and servicing of loans within our specialized rental housing portfolio. You will be responsible for coordinating daily loan activities, managing high-accuracy data entry, and overseeing the transition of loans from construction to permanent status, ensuring a seamless onboarding experience for our clients. Key ResponsibilitiesLoan Administration & Operations Daily Coordination: Execute daily loan administration activities to maintain the health and compliance of the rental housing portfolio. Data Management: Oversee and manage precise data entries within loan servicing systems to ensure real-time accuracy of records. Loan Closings: Lead and oversee the complexities of both construction and permanent loan closings. Onboarding & Setup: Facilitate the end-to-end setup of new loans, ensuring all documentation and system parameters are correctly established. Stakeholder Engagement & Support Servicing Orientation: Conduct comprehensive orientation sessions for new borrowers to explain loan servicing requirements and processes. Cross-functional Collaboration: Partner with internal departments and external stakeholders to streamline operations and resolve servicing inquiries efficiently. QualificationsRequired Experience & Skills Professional Experience: 2-4 years of experience in multifamily loan servicing, escrow administration, asset management, or housing finance operations. Domain Expertise: In-depth knowledge of rental housing finance and standard industry loan servicing practices. Technical Proficiency: Hands-on experience with dedicated loan servicing systems and the Microsoft Office Suite (advanced Excel, Word, and Outlook). Attention to Detail: Strong organizational skills with a focus on accuracy and adherence to loan documentation standards. Preferred Qualifications Specialized Programs: Prior experience working with affordable housing programs, including LIHTC, HUD, and state housing finance agency initiatives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Powered by JazzHR nil SNoeQqI

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Full-time Description At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better - for our clients and for each other. This isn't a place for red tape; it's a place for builders. From product design to client experience to operations, we're constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you're energized by momentum, motivated by results, and excited to shape the future of banking, you'll feel right at home here. General Job Summary: New Horizon Bank is seeking a Premier Banker to play a unique role at our new Operations Center location. This role provides a unique opportunity for a trained and experienced Premier Banker to wear several hats, allowing for growth and diversification of skill sets beyond the role of a typical Premier Banker. Essential Duties and Responsibilities: Concierge Banking: Offer personalized, white-glove service and support to our customers including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts. Process regular teller transactions for customers including servicing customer accounts, accepting loan payments, cashing checks, verifying currency, balancing the cash drawer and ATM, initiating night deposits, and other related duties. Provide comprehensive online, mobile and electronic banking support to customers. Maintain proper security in teller cash and reserve handling, ensuring currency and coin are properly controlled at all times. Open and close the Bank with an emphasis on security. Operational duties including NSF, dormant accounts, OD, charge off, debit cards, online banking, and safe deposit boxes. Participate in activities for generating new business such as special events. Work from all other locations from time to time as capacity needs arise. Office Management and Reception: Greet customers and direct guests, ensuring a professional and welcoming experience. Handle incoming calls for the bank and direct them to the appropriate department or staff member. Maintain supply inventory for the branch and attached corporate office. Requirements Required Knowledge, Skills, and Abilities: Ability to multi-task with an emphasis on accuracy and attention to detail A good understanding of computer functions and typing skills Strong organization skills and problem solving Basic understanding of financial products and services and the ability and willingness to continue to learn Assessing customers' needs, providing appropriate recommendations, and building customer relationships to optimize opportunities with new and existing customers Exceptional written and verbal communication skills Ability to adapt to changing demands and requirements Compliance with BSA regulations as appropriate to the position NMLS approval as a Mortgage Loan Officer Education and Experience: High School diploma. A minimum of 2 years' Premier Banker experience, preferably with a community bank.

Job DescriptionBenefits: Simple IRA Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Were a locally rooted, fast-moving insurance agency that believes in doing business the right waywith energy, integrity, and a genuine connection to our community. From helping our neighbors find the right coverage to sponsoring local events, we take pride in showing up and making a difference where it matters most. At our agency, we reward hard work and create an environment where people genuinely love coming to work. Team members enjoy top-tier benefits, including Gold Plan health insurance, retirement matching, and paid time off to recharge. We celebrate success with bonuses, swag giveaways, and exciting trips that you can earn based on performance. We're a top 5% State Farm agency, so youll be part of a winning culture that values teamwork, recognition, and growth. We believe in celebrating achievements together, whether its through our annual holiday party or daily encouragement and support. If youre someone who thrives on connection, loves a challenge, and wants to be part of something bigger than yourself, this could be the place where you build a lasting and rewarding career. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with John Patterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses (Series 6/63/65), current licensees preferred. Proven experience working as a financial services representative preferred. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred

Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures. Essential Functions * Perform a variety of customer transactions and inquiries in accordance with the Bank's customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments). * Proactively conduct sales activities to offer solutions to customer's financial needs while also meeting sales goals. * Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs. * Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved. * Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions. * Perform market center functions and support other market center employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the market center; place cash order and prepare shipment. * Maintain knowledge and a strong understanding of the Bank's products/services, pricing, and the Bank's customer relationship management software. * Assist other market center employees as needed to ensure satisfactory audit ratings are achieved at the market center level; including, but not limited to, responsibility for completing portions of the market center's Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures. * In person attendance required. * Regular, reliable and predictable attendance. Marginal Functions * Set, achieve and exceed standards by adhering to established Service Quality Standards. * Assist as needed with ATM, vault, and night depository responsibilities, including, but not limited to, opening, replenishing, or balancing the market center's ATM. * Embrace cross training on other responsibilities in an effort to develop and grow professionally. Demonstrate ongoing improvement in all areas of performance. * Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices. * All other duties as assigned. Minimum Educational & Experience Requirements * High School diploma or equivalent * Cash handling experience * Customer service experience in a retail environment * Sales experience, including cross-selling (preferred) * Previous retail bank experience (highly preferred) Minimum Skill Requirements * Able to successfully complete required training programs * Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs * High level of detail orientation * Proven team player * Able to present product features and benefits effectively and provide sound guidance * Strong organizational skills * Effective and professional verbal and written communication skills Physical Demands In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense. * Frequent bending and squatting to access cash supply * Continuous sitting or standing in forward facing position * Frequent movement to different areas of bank including teller windows in lobby and Drive Thru. * Frequent moving about office to access needed office equipment * Frequent lifting of up to 20 pounds * Continuous counting/money handling * Continuous interaction with customers * Continuous repetitive use of hands and arms * Continuous communication: in-person, phone, written and electronic Work Environment * Retail Bank setting with some travel to other market centers * Moderate noise level

Part-time Description Spinnaker Consulting Group is different from other consulting organizations. We are a hands-on firm built around a team of experts with real-world experience who help companies navigate complex business challenges. We are changing the consulting game because we are doers, working side by side with our clients to do what needs to be done to solve problems and drive results. In short, we're striving to be the consultants we wish we could have hired. We are looking for dynamic professionals to join our team on a part-time basis. The Advisor Role: The Advisor role is a unique position, and it's not for everyone. It is an on-demand role, paid hourly when client engagements that fit your skills arise. Candidates who may find this a great opportunity include: Individuals with their own solo-practitioner consultancy (or other small business) who may welcome additional engagement opportunities to supplement their own endeavors and income Semi-retired individuals, or people on sabbatical, who want to keep their skills sharp, but who are not seeking full time work and who welcome breaks between engagements Individuals who seek part time work to stay engaged in the workforce on a variable basis, while maintaining flexibility Other Factors: Advisors are always empowered to turn down engagements if for whatever reason the work, the timing, or other factor doesn't appeal to them. They'll be kept in mind for the next suitable opportunity that arises. Advisors go through the same interviewing process for skills, experience, and cultural fit as full-time consultants. It is critical to Spinnaker that this is a good two-way fit. In fact, some Advisors have transitioned into full time Consultant roles, while some Consultants have transitioned into Advisor roles. If the idea of flexible work appeals to you, keep reading! As an Advisor at Spinnaker Consulting Group, you will apply your skills and experience to help clients solve complex business problems and achieve their objectives. Your Role: Collaborate with our clients to refine their problem statements, develop future-state solutions, and implement impactful solutions Engage with client team members and proactively identify opportunities to help solve their challenges, adding value and driving collaboration Leverage your project management and technical expertise to execute on tactical engagement work to support our clients Independently overcome impediments and provide recommendations to the client team Use relationship management and delegation skills to effectively drive work through others Provide timely updates to ensure deliverables and the engagement are on track, highlighting delays or impediments immediately when they are identified, following the day-to-day direction of the Team Lead Requirements Your Experience: Please note that we have opportunities for advisors with a wide range of experience and seniority levels. You have five to ninety-five years of experience working in the financial services industry in any of these functions: o Bank Operations Process Management o Project Management and/or large Program Delivery o Process Excellence (Lean or Six Sigma Certification a plus) o Customer Service, including Contact Centers o Loss Mitigation (Collections/Recoveries) o Customer Acquisitions incl. loan origination engines o Organizational Design and Transformation o Fraud Analysis and Management o Dispute Management o Payments (ACH, Wires, RTP, Zelle, Check Disbursements, etc.) o Billing Processes o Customer or Executive Complaints Payments o Credit Bureau Reporting o Branch Strategy / Management You have strong research, organizational, analytical, and problem resolution skills You hold a bachelor's or master's degree in a related discipline and expand your technical knowledge on an ongoing basis You are self-directed, accountable, creative and comfortable working independently in a fast-paced, client facing environment with a travel component, when needed You have additional experience with: Identifying a broad variety of business challenges and opportunities for improvement and are comfortable making strategic or tactical recommendations to solve them Gathering, researching and structuring information needed to solve complex business problems. Navigating ambiguous and unstructured problem sets Implementing new strategies including defining the scope of operational feasibility, supporting implementation efforts and developing valuable monitoring plans Leading project delivery and communicating effectively, both verbally and written, to a wide audience Influencing decision-makers and driving results through a team effort Your Colleagues: Each member of our leadership team has over 20 years of experience running and managing businesses in addition to critical job specific competencies. Every member of the Spinnaker organization has significant experience working in and with banks to help them run more efficiently and be more customer-focused. In short, you won't find “career consultants” within our ranks and that blended experience ensures our associates and clients achieve their maximum potential. Spinnaker Consulting Group is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Spinnaker Consulting Group promotes a drug-free workplace. If you are ready to get on board with Spinnaker please submit your application today. We look forward to getting to know you!

Manage individual cash drawer and process customer transactions Maintain established teller cash drawer limits (top & bottom) and adhere to the work quality standards as outlined in the Teller Balancing Standards. Assist customers with account maintenance, service issues and inquiries to include but not limited to change of address, debit card servicing, stop payment, etc.) Assist with all bank functions (e.g. night drop, notary, ATM duties) Cross-sell additional bank products other than those requested by the customer. Achieve stated individual sales goals. Refer clients to other departments Provide exceptional customer service. Be flexible and adaptable to frequent changing environments, particularly important for Banking Associates who often work outside of their home branches. Be up to date with all technology and remote services. Attendance: Reporting to work on time and on scheduled day at your scheduled location. Face-to-face interaction with co-workers and the ability to work in a team environment. This position is approx 25 hrs a week Other Duties: (Additional things necessary to assist) Perform other branch specific tasks as defined by the Banking Center Manager or the Assistant Banking Center Manager. Process loose coin and maintain the coin machine. Facilitates cash shipments/orders Assist in balancing vault and ATM cash. Order branch supplies as required by branch activities. Assist customers in entering their safe deposit boxes. Log activity and customer interaction in Synapsys Liaison to special projects. Training: (Training required to be fully proficient in this position) Computer/Software training. Product specific training (e.g. IRA's). Quality customer service, including telephone etiquette. Bank security. Regulation CC (Procedures for placing holds on checks) HR training Bank Secrecy Act Privacy Act Other compliance training as assigned Communication: (Requirement to communicate orally and verbally) Each Banking Associate must possess well refined verbal and written communications skills to effectively and efficiently execute their duties. Effective communication with subordinates, management, and customers will greatly impact the success of the branch. Knowledge and Skills: (Any academic levels, years of experience or required skill) Proficiency in the above listed "training" requirements will be expected of each Banking Associate. Due to differences in personal experiences and education levels, these skills will be evaluated on an individual basis. Each Banking Associate will be required to pass a product proficiency exam annually and adhere to teller balancing standard requirements. Working Conditions: (How much time is spent standing, sitting, talking, use of hands, requirements to lift maximum weight amount and frequency) Depending upon the role of the Banking Associate, the majority of the day is generally spent at either the teller window or at a desk. The BA position requires the ability to move about the office and continuously operate a computer and other office machinery. In addition, some duties require the ability to move 45lbs.

Loan Servicing Officer Employment Type: Long-term Contract Portfolio: Rental Housing We are seeking a highly organized and detail-oriented Loan Servicing Officer to join our team. In this role, you will play a vital part in the administration and servicing of loans within our specialized rental housing portfolio. You will be responsible for coordinating daily loan activities, managing high-accuracy data entry, and overseeing the transition of loans from construction to permanent status, ensuring a seamless onboarding experience for our clients. Key ResponsibilitiesLoan Administration & Operations Daily Coordination: Execute daily loan administration activities to maintain the health and compliance of the rental housing portfolio. Data Management: Oversee and manage precise data entries within loan servicing systems to ensure real-time accuracy of records. Loan Closings: Lead and oversee the complexities of both construction and permanent loan closings. Onboarding & Setup: Facilitate the end-to-end setup of new loans, ensuring all documentation and system parameters are correctly established. Stakeholder Engagement & Support Servicing Orientation: Conduct comprehensive orientation sessions for new borrowers to explain loan servicing requirements and processes. Cross-functional Collaboration: Partner with internal departments and external stakeholders to streamline operations and resolve servicing inquiries efficiently. QualificationsRequired Experience & Skills Professional Experience: 2-4 years of experience in multifamily loan servicing, escrow administration, asset management, or housing finance operations. Domain Expertise: In-depth knowledge of rental housing finance and standard industry loan servicing practices. Technical Proficiency: Hands-on experience with dedicated loan servicing systems and the Microsoft Office Suite (advanced Excel, Word, and Outlook). Attention to Detail: Strong organizational skills with a focus on accuracy and adherence to loan documentation standards. Preferred Qualifications Specialized Programs: Prior experience working with affordable housing programs, including LIHTC, HUD, and state housing finance agency initiatives. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

As a Financial Service Representative, you represent a significant part of our operations team and your passion for driving exceptional customer service is a real opportunity to demonstrate Argent Credit Union's dedication to being our members trusted financial partner and our commitment to the well-being of our community. The purpose of this role is to develop & enhance the full member relationship from opening of an account to sharing various services offered by the credit union. Join the Argent Credit Union family if you want to make a real difference. Your goal is to maximize the member experience by accurately and efficiently processing financial transactions. The right candidate should exhibit and be willing and able to: Exhibit professionalism and trustworthiness Navigate multiple systems while interacting with members and processing transaction services. Exercise active listening skills. Cross-sell credit union products, services and promotions. Meet or exceed assigned job production guidelines. Desired Skills: Banking, financial and cash handling background preferred. Ability to set priorities and multitask. Ability to handle sensitive information with discretion. Excellent verbal and written communication skills Proven record of providing both internal and external customer service Attention to detail Qualifications: High School Diploma or Equivalent Previous experience in customer service and/or cash handling is preferred. One year of experience as a credit union or bank teller preferred. Join the Argent Credit Union family and be a part of an organizational culture where taking great care of our employees is what matters.

Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures. Essential Functions Perform a variety of customer transactions and inquiries in accordance with the Bank's customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments). Proactively conduct sales activities to offer solutions to customer's financial needs while also meeting sales goals. Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs. Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved. Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions. Perform market center functions and support other market center employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the market center; place cash order and prepare shipment. Maintain knowledge and a strong understanding of the Bank's products/services, pricing, and the Bank's customer relationship management software. Assist other market center employees as needed to ensure satisfactory audit ratings are achieved at the market center level; including, but not limited to, responsibility for completing portions of the market center's Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures. In person attendance required. Regular, reliable and predictable attendance. Marginal Functions Set, achieve and exceed standards by adhering to established Service Quality Standards. Assist as needed with ATM, vault, and night depository responsibilities, including, but not limited to, opening, replenishing, or balancing the market center's ATM. Embrace cross training on other responsibilities in an effort to develop and grow professionally. Demonstrate ongoing improvement in all areas of performance. Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices. All other duties as assigned. Minimum Educational & Experience Requirements High School diploma or equivalent Cash handling experience Customer service experience in a retail environment Sales experience, including cross-selling (preferred) Previous retail bank experience (highly preferred) Minimum Skill Requirements Able to successfully complete required training programs Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs High level of detail orientation Proven team player Able to present product features and benefits effectively and provide sound guidance Strong organizational skills Effective and professional verbal and written communication skills Physical Demands In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense. Frequent bending and squatting to access cash supply Continuous sitting or standing in forward facing position Frequent movement to different areas of bank including teller windows in lobby and Drive Thru. Frequent moving about office to access needed office equipment Frequent lifting of up to 20 pounds Continuous counting/money handling Continuous interaction with customers Continuous repetitive use of hands and arms Continuous communication: in-person, phone, written and electronic Work Environment Retail Bank setting with some travel to other market centers Moderate noise level