Proprietary Equity Trader Position
Finance service representative job in Richmond, VA
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 ***************************
Easy ApplyCustomer Service Representative (Insurance)
Finance service representative job in Fredericksburg, VA
To provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions) 1. Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (75-80%)
* Research and answer calls from clients, underwriters and third parties.
* Advise clients regarding insurance coverage and risk management issues.
* Process policy changes and cancellations.
* Handle claims and billing inquiries.
* Foster and maintain good working relationships with insurance companies and underwriters.
2. Work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling. (10-15%)
3. Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to the department manager. (0-5%)
4. Perform any additional responsibilities as requested or assigned. (0-5%)
Performance Expectations
* Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
* Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
* Establish and maintain positive and productive work relationships with all staff, customers, and business partners.
* Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
* Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.
Qualifications
Education:
* High School Diploma or equivalent work experience and knowledge.
Experience:
* Two years successful servicing experience with independent agency (or equivalent).
Knowledge and Skills:
* Property and Casualty License
* Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes.
* Thorough knowledge of all personal lines insurance products especially those represented through HomeServices Insurance.
* Excellent analytical, problem-solving, and decision-making skills.
* Excellent oral, written, and interpersonal communication skills.
* Proven automation, time management, and organizational skills.
* Familiarity with risk assessment and risk management techniques.
We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
Equal Opportunity Employer
Floral Customer Service Representative (Part-Time)
Finance service representative job in Manchester, VA
Schedule: 2-3 days per week, 8:00 AM - 5:00 PM Availability: Must be available to work Saturdays Note: Additional hours required during major floral holidays (Christmas, Valentine's Day, Mother's Day, Thanksgiving)
We are seeking a positive, organized, and detail-oriented Part-Time Floral Customer Service Representative to join our busy floral department. This role is essential for ensuring excellent customer communication, accurate order processing, and smooth coordination with our delivery team.
The majority of this role involves answering incoming phone calls, assisting customers with placing orders, and supporting our team with daily operations. You will also help coordinate with delivery drivers and occasionally field phone calls for other departments. The ideal candidate is a team player with a friendly attitude, excellent communication skills, and the ability to stay organized in a fast-paced environment.
Key Responsibilities:
Answer incoming florist-related phone calls with professionalism and courtesy
Accurately process customer floral orders for same-day or scheduled delivery
Coordinate and communicate with delivery drivers regarding orders
Respond promptly to floral department emails
Occasionally answer calls for other departments and provide basic company information
Reconcile monthly floral statements and prepare outgoing invoices
Organize and file floral department paperwork
Support the team during high-volume holiday weeks with extended hours
Qualifications:
Prior customer service or administrative experience preferred
Strong verbal and written communication skills
Excellent organizational skills and attention to detail
Ability to work independently and handle multiple tasks
Positive attitude and a collaborative, team-oriented mindset
Availability to work extra hours during peak floral holidays
Familiarity with FTD systems is a plus
Position Details:
Part-Time: 2-3 days per week
Hours: 8:00 AM - 5:00 PM (8-9 hour shifts)
Required Availability: Saturdays and major floral holidays
Customer Service Representative
Finance service representative job in Richmond, VA
Michael and Son Services has been in business since 1976. Our mission is to exceed our customer's expectations and provide a memorable experience. Michael and Son Services, Inc. is the premier, multi-state provider of Electrical, Plumbing, HVAC, Handyman, and Restoration Services. Our company provides an excellent work environment and is passionate in it's dedication to achievement. We place an enormous value on the welfare and commitment of our employees as well as the superior level of service they provide to our customers.
The Customer Service Representative should be skilled at higher level thinking, be able to approach the customers as a trusted advisor and consultant, to ask qualifying and insightful questions, probe for the customer's need and uncover issues, and provide detailed work requirements so the technician can properly detail work requirements for customers. Service Titan experience would be helpful but is not required.
We train our Representatives to be successful.
This is a full-time position of 40 hours per week in our Richmond Call Center. Overtime is available during our peak times.
Job Functions:
Open and maintain customer accounts
Recommend beneficial products or services to customers to solve their needs
Contribute to team effort by accomplishing related results as needed
Build sustainable relationships of trust through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution
Keep records of customer interactions, process customer accounts
Follow communication procedures, guidelines and policies
Go the extra mile to engage customers. Other duties as assigned
Requirements:
Proven customer support experience. Familiar with computer functionality
Track record of over-achieving
Strong phone contact handling skills and active listening
Customer orientation and ability to adapt/respond to different types of personalities
Flexible schedule, must be able to work weekends
Team Oriented
Excellent communication and presentation skills
Ability to multitask, prioritize and manage time effectively
Bachelor's or Associate's Degree Preferred, High School Diploma or GED Required
Must possess higher level thinking skills, ability to follow a set process. Strategic thinker mindset
Must be able to successfully pass a comprehensive background check
Customer Service Representative top skills and proficiencies:
Positive Attitude
Compassionate
Goal Oriented
Problem Solving
Loves Helping People
Likes to Have Fun
Solution/Consultative sales skills, ability to conduct a needs assessment and uncover issues, then communicate these needs and issues to the right trade while setting p the service call
Duties:
Handle inbound customer service inquiries and maximize sales opportunities
Strive to achieve goals using approved scripts, strategies and technology
Probe for additional sales opportunities (cross-sell)
Remind previous clients of recommendations made my technicians and assess current needs
Coordinate service appointments
Why should you work for the Michael and Son family?
We promote from within
We build leaders who are developed, coached and trained
We provide career pathing with continuous training and development
You will be working with a great group of like-minded, high performing people
Benefits:
Excellent hourly pay rate + Bonus
Comprehensive benefits after 30 days including Medical, Dental and Vision
Supplemental Life Insurance, Short Term and Long Term Disability, Legal Shield and FSA
401K Plan with Company match
Paid Holidays and Paid Time Off
Growth Potential
Michael and Son Services provides Equal Employment Opportunities to all qualified applicants for employment and prohibits discrimination and harassment of any type and/or other characteristics protected by federal, state or local laws.
#MSEC1
#ZR
Part Time (30 Hours) Associate Banker, Chester Blvd Branch, Richmond, IN
Finance service representative job in Richmond, VA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyEntry Level Customer Service Representative
Finance service representative job in Richmond, VA
Job Description
We are looking for an enthusiastic and compassionate Customer Service Representative to join our nonprofit outreach team. If you enjoy meeting new people, supporting meaningful causes, and developing real-world communication skills, this role offers a rewarding opportunity to make a genuine impact in the community.
We proudly partner with some of the nation's most respected charitable and nonprofit organizations, helping them expand their donor networks and build long-lasting supporter relationships. Our outreach approach is centered around personal, face-to-face conversations that create authentic connections and inspire ongoing community engagement.
No prior fundraising or marketing experience is required. We provide comprehensive paid training, one-on-one mentorship, and clear advancement pathways for individuals eager to grow while making a difference.
Key Responsibilities
Represent nonprofit partners at community events, retail locations, and pop-up outreach campaigns.
Deliver excellent customer service by answering questions, explaining missions, and assisting donors.
Engage with the public to raise awareness and encourage ongoing donor participation.
Maintain accurate, confidential donor data and feedback.
Assist with event setup and breakdown, including branded displays, signage, and outreach materials.
Work collaboratively with your team to achieve daily and weekly outreach goals.
Share ideas and feedback to support continuous improvement in donor engagement strategies.
Qualifications
Excellent communication and interpersonal skills; friendly, approachable, and community-focused.
Passionate about helping others and supporting charitable initiatives.
Reliable, adaptable, and motivated to succeed in a fast-paced, on-site role.
Comfortable initiating conversations and speaking with the public.
Willingness to travel locally for events and outreach campaigns.
Experience in customer service, sales, retail, or hospitality is a plus but not required.
What We Offer
Paid training and ongoing mentorship from experienced team leaders.
The opportunity to represent well-known nonprofit organizations and global causes.
Full benefits package, including medical, dental, and vision insurance.
Clear career progression into leadership and management roles.
A supportive, mission-driven workplace centered on teamwork, development, and positive impact.
A dynamic and engaging work environment featuring live events and community outreach campaigns.
Financial Representative State Farm Agent Team Member
Finance service representative job in Chester, VA
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
Service Car Wash Associate
Finance service representative job in Laurel, VA
McGeorge Toyota has more work than we can currently handle! This is a rare opportunity to become a part of the McGeorge Team!
Applicant must be able to wash vehicles for our service department. Applicants must be detailed oriented and have the ability to work in a fast-paced team environment. This is an hourly position.
Responsibilities
Cleaning vehicle interiors and exteriors in compliance with all company standards.
Operating buffers, steamers, hoses, vacuums, and other equipment to meet service expectations.
Using cleaning, protective, and restorative agents to maintain and enhance the appearance of vehicles.
Moving and parking vehicles.
Qualifications
Available to work flexible hours & weekends
Ready to hit the ground running
Professional, well-groomed personal appearance.
Clean driving record
Willing to submit to a pre-employment background check & drug screen
What We Offer
Medical and Dental
401K Plan
Paid time off and vacation
Growth opportunities
Paid Training
Employee vehicle purchase plans
Family owned and operated
Long term job security
Health and wellness
Flexible Work Schedule
Saturday Lunches
Discounts on products and services
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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Private Client Banker - Broad St and Willow Lawn - Central VA Market
Finance service representative job in Richmond, VA
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: **************************************************************************
Auto-ApplyFinancial Service Representative (Oxbridge Location)
Finance service representative job in Manchester, VA
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.
Auto-ApplyBusiness Banker II
Finance service representative job in Fredericksburg, VA
Business Bankers develop and maintain an active prospect list, customer outreach plan, and quality referral sources for companies, on average, between $1-$10MM in annual revenues. They are the primary contact for borrowing needs and provide subject matter expertise for deposit and cash flow management. Business Bankers work with various internal partners to build and manage full banking relationships.
ESSENTIAL JOB FUNCTIONS:
Make a significant impact by contributing to the growth of the bank through business loans, deposits, and fee income
Leverage your network and centers of influence to engage with local business owners and companies to develop business lending opportunities
Work with clients to identify their financial goals and find ways of reaching those goals
Be part of a collaborative team with various bank partners to support and deepen the full client relationship
Represent the bank in the community by attending and participating in civic, community, and networking events
Analyze applicants' semi-complex financial status, credit, and collateral to determine creditworthiness of prospective loans
Engage in an efficient loan approval process with open communication and exposure to credit partners
Actively and consistently manage large loan portfolio to ensure appropriate risk management and enhance customer experience
JOB REQUIREMENTS:
High school diploma or equivalent required, Bachelor's degree in business, finance, accounting, or related field preferred
Business development experience required
Prior experience in business lending and/or credit required
KNOWLEDGE/SKILLS REQUIRED:
Intermediate financial analysis and credit underwriting skills
Intermediate knowledge of business lending, deposit and cash management solutions
Intermediate ability to provide financial guidance and expertise
Intermediate knowledge of sales planning and forecasting
Excellent customer service and problem solving skills
Strong verbal and written communication skills
Ability to perform effectively in fast-paced environment and meet deadlines
Knowledge of Microsoft Office products, especially Word and Excel
PHYSICAL AND MENTAL QUALIFICATIONS:
Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 10 pounds
May be asked to work supplemental hours periodically
Limited travel required occasionally during and after business hours
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
NOT A CONTRACT
Financial Services Representative State Farm Agent Team Member
Finance service representative job in Bon Air, VA
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
Part Time Advisor - Banking Specialist
Finance service representative job in Tuckahoe, VA
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!
Licensed Insurance Representative - On-site must live 50 miles of Richmond, VA
Finance service representative job in Richmond, VA
Company DescriptionJobs for Humanity is partnering with Teleperformance USA to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Teleperformance USA
Job DescriptionCategory : Customer Service/Support
DOING BUSINESS WITH PEOPLE, FOR PEOPLE.
Teleperformance is a global leader in providing exceptional omnichannel customer experiences since 1978. Our impacts are far-reaching, spanning over 62 countries and interacting with over 38% of the world's population. This kind of growth wouldn't have been possible without the dedication of our people who continue to provide outstanding customer service in every opportunity. Here, your success is our success.
Your Impact
Our customer service representatives are a very important part of our family. You will be the eyes and ears for our team, fielding customer inquiries and finding innovative ways to respond. Working in a collaborative and engaging environment, you will have the chance to interact with people from all walks of life and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go.
Your Responsibilities
Handle and carefully respond to all customer inquiries
Provide excellent customer service through active listening
Work with confidential customer information and treat it sensitively
Aim to resolve issues on the first call by being proactive
Appropriately communicate with customers
What We're Looking for
6 months customer service experience minimum
Over 18 years of age
Ability to type 25 wpm
High School Graduate or GED
Comfort with desktop computer system
Proven oral & written communication skills
What We Prefer
6 months Call Center experience
Logical problem-solving skills
Availability to work various shifts
Ability to use Windows operating systems
Organization and work prioritization skills
Being One of Our People
It is our mission to always provide an environment for our employees that promotes happiness from the inside out. When you work with us, you are valued and inspired to learn, to teach, and to grow. We want you to come to work motivated to and proud to be on our team. That's why we continually invest in creating outstanding work experiences and endless development opportunities. We want you to be and feel at your best, always.
Teleperformance is an Equal Opportunity Employer
Member Services Rep Floater
Finance service representative job in Richmond, VA
Member Services Rep - Floater
We are searching for a motivated Member Services Representative to join our team! BILINGUAL English/Spanish are encouraged to apply! As a member of our staff, you will be responsible for providing a superior level of customer service to Planet Fitness members, prospective members and guests, ensuring an exceptional “Judgement Free” member experience!
Some of your responsibilities will include:
Customer Service/Front Desk Activities:
Greet members and guests providing exceptional customer service making everyone feel comfortable and welcome.
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members in, tour and sign up new members, log amenities and communicate updates and events to members and guests.
Respond to member questions and concerns in a timely and professional manner.
Conduct beverage or merchandise purchases on the point to sale system.
Utilize POS system to assist with new membership cards, change of address and billing or payment questions.
Club Cleanliness and Maintenance:
Go above and beyond to keep the front desk area and lobby clean and orderly.
Regular facility cleaning and upkeep such as mopping up spills under equipment, trash removal, cleaning windows and mirrors, and re-racking weights.
Regular cleaning of all exercise equipment and tanning beds.
Regular restroom and wet area cleaning and stocking.
Qualifications & Requirements:
Applicants for an overnight position must submit to a 7-year criminal background check within the first week of hire. Continued employment will be based on satisfactory outcome of the background check.
Exceptional customer service skills; ability to interact in a positive and professional way with members and co-workers, exceeding the members expectations.
Prior Customer Service experience preferred
Must be 18 years of age or older.
High School diploma/GED equivalent required.
Upbeat, positive and professional attitude
Punctuality and reliability are a must.
Obtain and maintain CPR/AED Certification within time frames required by company and maintain physical ability to perform CPR/AED in the event of a medical emergency.
Physical Demands/Requirements:
Walk and stand, for prolonged periods of time; to frequently stoop, bend, kneel, crouch, crawl, climb, reach, twist, grasp, and make repetitive hand motion.
Occasionally lift, carry, push, and/or pull moderate amount of weight (up to 50lbs).
Ability to talk continually in person or on the phone during shift.
Maintain physical ability to administer CPR in the event of medical emergency.
Ability to see in normal visual range with or without correction.
Ability to hear in the normal audio range with or without correction.
Why you should join Planet Fitness?
Contribute to changing people's lives every day by helping us create a healthier Planet!
Work alongside an amazing group of talented, dynamic professionals!
Want more reasons?
Medical, Dental, Vision Insurance
PTO - Paid Time Off
Free Black Card Membership
401(K) and Roth Retirement Savings Plans
Healthcare and Dependent Care Flexible Spending Accounts
STD, LTD, Term Life Insurance and other benefits
Note: We participate in E-Verify for all Utah locations.
E-Verify Participation Poster: ********************************************** Contents/E-Verify_Participation_Poster_ES.pdf
E-Verify Right to Work Poster: **************************************************************************************
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.
Auto-ApplyFloating Market Banker I
Finance service representative job in Colonial Heights, VA
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
Relationship Banker
Finance service representative job in Fredericksburg, VA
Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank's "Service Beyond Expectations" Begins with Me promise.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Perform a broad variety of account opening and customer services
* Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits
* Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
* Ability to identify and cross-sell next bank services and products
* Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
* Must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
* When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals.
* Will be asked to educate and profile clients using bank systems
* Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention
* Adheres to all policies and procedures of the company
* Follows operational procedures to include security
* Relationship Bankers will make our promise of "Service Beyond Expectations" Begins with Me real and believable by following our defined principles
Other Duties
* Other duties as assigned.
Skills/Abilities
* Must be comfortable and confident in a sales and service environment
* Highly goal oriented
* Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers
* Must have and exhibit professional manners and exhibit good interpersonal skills
* Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver
* Other services as needed, such as Notary and NMLS registration
Education and Experience
* High School diploma or equivalent required.
* Prior retail banking experience preferred.
* Prior customer service experience preferred.
* Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
Travel
Travel may be required for this position.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
Member Service Representative I
Finance service representative job in Fredericksburg, VA
As an InFirst team member, you will embody these guiding principles in our Mission and Vision Statement in every aspect of your position.
Auto-ApplyPremier Banker Full Time - South Greater Fredericksburg District, Fredericksburg VA
Finance service representative job in Fredericksburg, 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 Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier 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 clients serviced, banking services and options of various clients, and client 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 Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
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:
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Desired Qualifications:
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent 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
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Experience using strong business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
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) will also be required to be completed within a specified period: 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) 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
Locations:
Fredericksburg Shopping Center: 501 Emancipation Hwy Fredericksburg, VA 22401-4420
Celebrate Virginia: 35 Banks Ford Pkwy Fredericksburg, VA 22406
Germanna: 5505 Germanna Hwy Locust Grove, VA 22508-2020
Harrison Crossing: 5636 Plank Rd Fredericksburg, VA 22407
Salem Church: 4246 Plank Rd Fredericksburg, VA 22407
Southpoint: 9906 Southpoint Pkwy Fredericksburg, VA 22407
*Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting.
Posting End Date:
30 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.
Auto-ApplyMember Service Representative Plaza
Finance service representative job in King George, VA
Role Responsible for accurately processing financial transactions and being an effective source of information for our members: in the lobby, drive thru window or by telephone. Providing them with friendly, professional, confidential and effective assistance to members and company associates assuring a positive experience and minimizing wait time.
Major Duties and Responsibilities
Demonstrate efficiency with financial transactions for checking, savings and borrowing members: receives funds, posts transactions and pays out funds as requested. Verbally confirm intended transactions with member to assure all needs are met and minimize errors.
Balances cash drawer daily to ensure accuracy in transactions and notifies supervisor regarding any outages.
Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook, and behavior toward members and co-workers.
Research, troubleshoot, and resolve member and internal inquiries regarding policies, practices, and products.
Receives loan payments and savings/checking deposits from members, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks member calculations, and validates checks and/or cash payments. Issues money orders, receives currency and coins and verifies amounts, and processes the redemption of bonds, cash checks according to written procedures.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Assist other departments and branches with transactions as needed; provide support for the department and branch managers in fulfilling member requests and merchant verifications.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge & Skills
Spanish speaking is a plus.
Experience
Six months to two years of similar or related experience, including time spent in preparatory positions. Cash handling and customer service experience are strongly preferred.
Education/Certifications/Licenses
A high school degree or GED is required.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.
ADA Requirements
Physical Requirements
Perform primarily sedentary work with limited physical exertion and regularly lifting cash boxes of up to 10 lbs. and coin bags of up to 30 lbs. on occasion. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to stand for long periods of time. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work areas with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on your own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate the highest levels of member service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
Acknowledgment
Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.
TOPSIDE FCU is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
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