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Service Sales Representative - First Aid and Safety
Cintas Corporation 4.4
Finance service representative job in Portsmouth, VA
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$49k-82k yearly est. 8d ago
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Customer Service Representative
Gateway Services Inc. 4.6
Finance service representative job in Virginia Beach, VA
Gateway Services is North America's leading accredited pet aftercare provider offering 24/7 professional grief support, memorial keepsakes, pet burial, and fully trackable pet cremation. With 150+ locations, 2,000 team members and servicing over 17,000 veterinary clinics across North America, Gateway has built a solid reputation for providing compassionate and respectful aftercare for pets and the people who love them.
Please visit Gateway Services Inc. to learn more about us.
Pay Rate: $20-$23/hr
Work Hours: M-F typically 6:30am-3:00pm
Location: Agape Pet Services-Virginia Beach, VA
Job Overview
At Gateway, our Customer ServiceRepresentatives (CSRs) are relationship-driven professionals in a key customer-facing role. As the primary link between Gateway and our veterinary partners, CSRs build lasting relationships, manage customer needs, and resolve challenges with professionalism and compassion.
This position goes beyond driving. While transportation is part of the job, CSRs spend their days engaging with clinics and communities, staying active, and representing Gateway with care and integrity.
What you'll do:
Serve as the main point of contact for veterinary clinics, providing reliable and compassionate service
Build trusted relationships with clinic staff and families through empathy, respect, and professionalism
Safely handle pets in the aftercare process with dignity and care
Manage customer needs and solve problems effectively
Support Gateway's reputation for exceptional service in every interaction
What we're looking for:
Strong relationship-builder with excellent communication skills
Empathetic and respectful, especially toward families and pets in our care
Organized, dependable, and committed to customer service excellence
Comfortable with driving responsibilities and being active throughout the day
Pet lovers and pet parents are especially well-suited to this role
The CSR role reports to the Care Center Manager.
Duties & Responsibilities
Relationship management:
Serve as the primary point of contact for veterinary clinics on your route.
Build and maintain strong relationships with clinic staff to ensure satisfaction and efficiency.
Develop and maintain strong relationships with veterinary clinic staff.
Maintain and support growing account base.
Educate clients on services, answer questions, and address concerns promptly.
Address any inquiries or concerns raised by clinic employees regarding service quality and operational efficiency.
Ensure clinics receive prompt and professional support for all their pet aftercare needs. 100% Service Perfection and Wow 'ng customers at every interaction.
Collect feedback to improve service quality and enhance the overall customer experience.
Service delivery:
Address any service issues proactively and escalate concerns to the appropriate department when necessary.
Educate clinics on company services, policies, and procedures to enhance their experience and optimize operations.
Ensure that the collection of all pets from veterinary clinics is conducted with the utmost care and the highest level of professionalism. Living our Brand Promise and One Pet at a Time.
Anticipate clinic needs before requested, ensuring the highest level of quality service.
Maintain all proper documentation and tracking for all pets entrusted to you.
Enhance the overall clinic experience by ensuring that clinic staff are appropriately informed on company services, policies, and procedures.
Assist with administrative tasks related to client accounts, including billing inquiries and service modifications.
Follow company safety guidelines, adhere to store policies, and maintain vehicle and equipment standards.
Always maintain best in class service standards by ensuring that you always comply with proper uniform and vehicle cleanliness standards.
A positive and welcoming attitude is a must.
Product and Service Promotion:
Educate veterinary clinic staff on new product launches and available commemorative merchandise for pet parents.
Distribute authorized marketing materials to clinics and ensure product information is up to date.
Identify potential sales leads and redirect them to the Business Development Manager for follow-up.
Monitor inventory levels of promotional materials and request replenishments as needed.
Key Performance Indictors
Growing revenue from existing clinics (Same Store Sales Growth).
Expanding services and products within your assigned route (Organic Growth).
Retaining clinic partnerships and keeping them highly satisfied (Client Attrition Rate & NPS).
Minimizing customer complaints and ensuring on-time, exceptional service.
Education, Training & Qualifications
High school diploma or GED required as minimum
Prior experience in customer service, account management, or sales/route sales is highly desirable.
Proficiency in CRM systems and sales tracking tools.
Ability to work early morning hours, weekends, and holidays as needed.
Basic math and computer skills for order placement and inventory tracking.
Valid driver's license with a clean driving record.
Skills and Abilities
Empathy and Compassion: Deep understanding of pet parents' grief and the vital role of aftercare services. Training provided.
Service Excellence: Dedication to delivering exceptional, white-glove customer service.
Problem Solving: Focused on turning obstacles into opportunities to deliver smoother, more reliable service.
Urgency and Precision: Ability to respond swiftly while maintaining accuracy and care.
Sales Expertise: Skilled in professionally educating and informing clinic staff about products. Strong Relationship building skills.
Energy and Professionalism: A proactive approach with strong interpersonal skills.
Innovative Problem-Solving: Continuously seeking ways to enhance customer experience and service delivery.
Strong Communication and Customer Focus: Excellent interpersonal skills with a customer-first mindset.
Multitasking and Account Management: Ability to efficiently oversee multiple clinic accounts.
Pet Handling Experience: Comfortable and experienced in professionally handling animals. Training provided.
Independent Decision-Making: Capable of working autonomously in a fast-paced environment.
Technical Proficiency: Skilled in using CRM software, email communication, and other computer applications.
Physical Capability: Able to safely lift and transport animals of various sizes.
Working conditions
You'll be expected to deliver best-in-class service at every interaction, living out our brand promise of treating each pet with dignity and each client with utmost care.
Daily direct interaction with veterinary clinic staff, including doctors, technicians, and reception teams, to ensure they feel supported and informed.
Independent decision-making is essential, along with the ability to adapt quickly and solve problems proactively on behalf of clinics and pet parents.
Exposure to the emotional aspects of pet loss and grief is common. Compassion and empathy are essential when working with veterinary teams and pet parents during sensitive situations.
Flexibility is required to respond to time-sensitive needs from veterinary clinics and to ensure consistent, high-quality service.
Frequent heavy lifting in a physically active environment.
Maintaining professional appearance standards, including uniform and vehicle cleanliness, is required to uphold our brand and reassure clients.
YOU'LL LOVE WORKING WITH US BECAUSE:
The People. You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams - people you can be
proud to work with!
OUR CORE VALUES:
People First
Exceed Expectations
(HIT) Honesty, Integrity, Trust
Be Passionate and Caring
Continuously Improve
WHAT YOU CAN EXPECT FROM US:
Generous salary and benefits package includes:
3 national medical plans that pay 100% after the members' deductible and copays
2 national dental plans that cover many services at no cost to the plan members
National vision plan
Company paid Life/ AD&D and LTD for all full-time employees
Chance to purchase additional Life/AD&D coverage at discounted rates
Critical Illness, Accident and Pet insurance are offered as an employee's choice
Tax savings account: HSA, Health and Dependent Care FSAs
401(k) Retirement plan
Potential for Career Growth
Employee Assistance Program
Paid Holidays & Time Off
A Sense of Community
Great Hearts & Minds Scholarship Program
Gateway Tuition Reimbursement Program
Gateway Services Inc. and our brands are committed to providing accessible employment practices and fostering a culture of diversity and inclusion. Our employees are our greatest asset and each employee's cultural differences, life experiences, self-expression, and unique capabilities are what build our company culture and success. If you require accommodation due to disability during any stage of the recruitment process, please notify Human Resources at *************************.
New employees to Gateway will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov
M-F typically 6:30am-3:00pm
40hrs per week minimum
$20-23 hourly Auto-Apply 20d ago
Financial Service Representative
Langley Federal Credit Union 4.2
Finance service representative job in Norfolk, VA
Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley.
Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 400,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia.
Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to:
Investing in You:
Educational Assistance, encompassing books, lab fees, registration costs, and more.
Support for Student Loan Repayment.
Abundant Career Growth Opportunities.
Time Off That Matters:
Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
Paid Sick Time for all team members.
Financial Security:
Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
Company-covered short- and long-term disability insurance.
Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
Flexible Health Care and Dependent Care benefits.
Langley Federal Credit Union is currently hiring for a Full Time FinancialServiceRepresentative to work in person from our Wards Corner Branch located in Norfolk, VA.
Job Summary:
Provides members and potential members of Langley with impeccable service throughout our branch network, in person or over the phone. Uses consultative selling to offer financial products and services that meet or exceed members' needs. Identifies opportunities to increase member engagement. Educates members on Langley products and services to improve members' lives by helping them save, borrow, and spend wisely.
Essential Functions, Duties, and Responsibilities:
Utilizes consultative selling to offer financial products and services that meet or exceed members' needs through outbound calling, relationship building, or in-person conversations.
Answers Contact Center calls as needed after cross-training.
Processes new accounts, additional share types, and IRAs following policies to ensure compliance with BSA and US Patriots Act laws.
Processes consumer loan products and services, including personal, auto, home equity line of credit, and credit cards, ensuring compliance with federal regulations and credit union policies and procedures.
Serves as a mentor and role model for all staff including providing on-site training
.
Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
Cross-trains to work the teller line to assist as needed, following all policies & procedures
.
Assists members with all account and loan-related service needs, including offering financial advice to improve their financial well-being.
Assists with Online and Telephone banking, including enrollment, general education, troubleshooting, and resetting passwords or security questions.
Records every member interaction and follow up utilizing the Customer Relationship Management (CRM) tool and Document Management System.
Educates members on Langley products and services, making referrals to internal business partners.
Fosters teamwork by professionally interacting with peers, supervisors, and other Langley employees.
Serves as a front-line deterrent against fraud and theft, protecting members and the Credit Union.
Supports the day-to-day operations and efficiencies of the branch.
Complies with all Credit Union policies and regulatory requirements.
The ability to work at other branch locations as needed.
Qualifications:
An associate degree or two years of sales or service experience advising customers when choosing between options or an equivalent combination of education and experience required.
One year of financial institution experience is preferred.
Our Keys to Success:
Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
Langley Ambassadors - Demonstrates a passion for Langley's vision, encouraging diversity, equity, and inclusion while considering Langley's values when making decisions and taking accountability for delivering results.
Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
Continuous Learners - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.
Physical Requirements:
The physical demands described here must be met by an employee to successfully perform this position's essential functions, duties, and responsibilities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to sit, walk, stand, and drive. Use of hands and fingers required to operate standard office equipment such as a phone, mouse, keyboard, etc. The ability to speak and hear will be necessary for this role. Occasional lifting of up to ten pounds may be required. Specific vision requirements for the job include close vision (at 20 inches or less) and the ability to identify and distinguish colors.
Working Conditions:
The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This position requires occasional work in outdoor weather conditions at member events, though work will typically be performed in a climate-controlled, indoor environment. The noise level within the work environment can range from quiet to loud. Loud environments will generally occur when attending large member events. The ability to work a flexible schedule, including Saturdays, is required.
This job description is not designed to cover or contain a comprehensive listing of functions, duties, or responsibilities required of the employee. Functions, duties, and responsibilities may change, or new ones may be assigned at any time, with or without notice.
$25k-32k yearly est. 26d ago
Financial Services Representative State Farm Agent Team Member
Shelton Lucas-State Farm Agent
Finance service representative job in Hampton, VA
Job DescriptionROLE DESCRIPTION: As a Bank Products Position - Team Member with Shelton Lucas State Farm 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:
Interest in finance, economics, accounting, or a related field.
Must be able to obtain life insurance, health insurance, and annuities licenses.
Proven experience working in sales..
Proficiency in Microsoft Office applications.
Strong sales skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
Ambitious and driven for success
BENEFITS:
Hourly plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within the Agency
$28k-49k yearly est. 10d ago
Enforcement & Customer Services Officer
Old Dominion University
Finance service representative job in Norfolk, VA
Posting Details Posting Details Working Title Enforcement & Customer Services Officer Number HR4191 Department PARKING FACILITIES Hourly Type of Job Hourly/Wage EEO Category D Protective Service Workers Job Description The individual in this position is expected to perform duties within the Transportation and Parking Services Department with the primary responsibility being to write citations on vehicles found in violation of University Transportation and Parking Services regulations. The individual will disseminate parking and other directory information while in the field and occasionally working special events.
Type of Recruitment
Knowledge, skills and abilities
Working knowledge of mobile devices (e.g. iPads) and associated software. Excellent verbal and written communication skills. Some experience in a customer relations type position. Demonstrated ability to interpret parking regulations. Demonstrated ability to work outside during inclement weather conditions. Demonstrated ability to lift 20 pounds. Demonstrated ability to read and write the English language.
Special licenses, registration or certification
Valid driver's license and insurable driving record.
Education or training
None
Level and type of experience
Some experience in a customer relations type position.
Additional Considerations (supplemental knowledge, skills, abilities, education, experience, licensure, certification)
Conditions of Employment
Must have valid driver's license.This is an open until filled recruitment. This recruitment may close after the five-day required posting period when a suitable pool of applicants has been generated.
Annual Salary/Hourly Rate
Salary is commensurate with education and experience and begins at $ - $14.62
Posting Detail Information
Job Requisition Number
S03194
Job Open To
General Public
Open Date
01/16/2026
Close Date
Open Until Filled
Yes
Special Instructions Summary
Application must be complete.
Criminal Background Check
The final candidate is required to complete a criminal history check.
College Home Page
Department Home Page
Equity Statement
It is the policy of Old Dominion University to provide equal employment, educational and social opportunities for all persons, without regard to race (or traits historically associated with race including hair texture, hair type, and protective hairstyles such as braids, locks, and twists), color, religion, sex or gender (including pregnancy, childbirth, or related medical conditions), national origin, gender identity or expression, age, veteran status, disability, political affiliation, sexual orientation or genetic information. Individuals from minoritized communities, women, veterans and individuals with disabilities are encouraged to apply.
Reasonable Accommodation Request
If you are an individual with a disability and require reasonable accommodation, please contact the Division of Talent Management and Culture at *************.
Alternative Hiring Process
In support of the Commonwealth's commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth's Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly called a Certificate of Disability) provided by the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans may also apply via the AHP if they also provide an AHP Letter. To request an AHP Letter, use this link: ***************************************************** or call DARS at ************, or DBVI at ************.
Pay Transparency Nondiscrimination Provision
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or consistent with contractor's legal duty to furnish information.
$25k-38k yearly est. 11d ago
Investment Representative
Bayport Credit Union 3.9
Finance service representative job in Newport News, VA
BayPort Credit Union is seeking a Licensed Investment Representative to help employees, credit union members, and new clients reach their financial goals by providing them with exceptional personalized service and appropriate financial solutions. This individual will service an existing book of business while generating new clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Work in a sales capacity and identify and solve the financial needs of clients by offering investment products.
Identify and evaluate customer and employee needs for financialservices.
Design and implement those services and products that respond to client needs and which are consistent with the mission of Credit Union.
Write and follow an annual business plan which includes marketing, branch development, sales goals, sales activities, client development, etc.
Represent the firm in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties.
Identify and develop relationships with wholesalers.
Keep current on investment products and services offered.
Provide periodic client account reviews.
Develop and maintain long-term relationships based on trust and respect for clients, employees and members.
Follow through on the sales goals set forth by the investment program.
Provide regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives.
Provide excellent customer service.
Processes account reviews on a monthly, quarterly and yearly basis.
Follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer.
Address and solve business-related challenges as needed.
Work with branch managers to identify and leverage cross-sell opportunities.
Drive investment and credit union integration initiatives, e.g. call nights, branch training, etc.
Support all product and campaign launches.
Supports Company Mission and Corporate Values
QUALIFICATIONS AND REQUIREMENTS:
Required Education: A college degree.
Required Experience: Minimum 2 years financialservices industry experience
Preferred Experience: Previous experience working in credit union or community bank environment preferred.
Required Knowledge: Active FINRA Series 6 or 7, 63/65 or 66 licenses and Virginia Life and Health Insurance Licenses. Exceptional sales orientation and in-depth investment knowledge.
Skills and Abilities:
Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team.
Requires professional, well-developed oral, written, and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers
Great organization skills
Strong presentation skills
Strong work ethic, self-starter
Investment Representatives are employed by BayPort Credit Union and registered through CFS (Member FINRA/SIPC). CFS offers its representatives a supportive back-office staff, tomorrow's technology, a proprietary database for client information, and clearing through Pershing. To learn more about CUSO FinancialServices, L.P., go to ****************
$60k-85k yearly est. 60d+ ago
Financial Services Representative State Farm Agent Team Member
Steve Sparkman-State Farm Agent
Finance service representative job in Williamsburg, VA
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 FinancialServicesRepresentative 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.
$28k-49k yearly est. 8d ago
Financial Services Specialist I
EVMS
Finance service representative job in Norfolk, VA
Obtains financial data for use in maintaining accounting records. Serves as lead to provide training and guidance to Junior Accountant Position.
Responsibilities
Process refund checks weekly - reconcile data received from Payment Posting department for issuing of refund checks for patients and insurance companies
Assist Senior Accountant
Manages communication with clinical departments and works as a liaison to resolve discrepancies
Audit and reconcile the daily cash bags received from approximately (20) twenty clinical departments consisting of cash, checks, and credit cards
Enter eVA orders for EVMS Medical Group, including ordering EVMS Medical Group Administration supplies
Scan and maintain journal entries in Banner and internal filing system
Maintain and update the cash summary spreadsheets on a daily basis
Coordinates special projects in the accounting department
Ensures requisitions have appropriate documentation such as sole source forms, contracts, quotes, and invoices
Coordinates and implements audit of clinical departments on cash bag procedures policy at least annually
Sorting, coding, tabulating, and reconciling of the daily lock box (items received daily from the bank consisting of patient and insurance payments)
Prepare data for Payment Posting department
Prepares EVMS Medical Group annual purchase orders
Research and tracks purchase orders and invoice payments. Provides status updates to invoice payment inquiries
Reconcile refunds processed vs. refunds posted to general ledger
Prepare general ledger journal entries as assigned
Coordinate the packing, storing, and delivery of items for storage
Performs other duties as assigned
Qualifications
Required:
Ability to work with basic and intermediate business mathematical concepts
Preferred:
Attention to detail
Experience in the healthcare industry
Location : Location US-VA-Norfolk
$36k-67k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Gina Lynch-State Farm Agent
Finance service representative job in Virginia Beach, VA
Job DescriptionBenefits:
Bonus based on performance
Opportunity for advancement
Training & development
ROLE DESCRIPTION: As a FinancialServices Rep with Gina Lynch State Farm, you will successfully market the financial products and life insurance to 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:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financialservices.
Analytical and communication skills.
FINRA Series 65, 6 and 63, SIE licenses preferred.
VA Life License
$28k-49k yearly est. 21d ago
Private Client Banker (New Build) - London Bridge- Virginia Beach, VA
JPMC
Finance service representative job in Virginia Beach, 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 financialservices, 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: **************************************************************************
$35k-79k yearly est. Auto-Apply 60d+ ago
Correctional Food Service Officer (Eastern Region-NC)
Nc State Highway Patrol
Finance service representative job in Gatesville, NC
Agency
Adult Correction
Division
Job Classification Title
Correctional Food Service Officer I (S)
Number
Grade
NC05
About Us
The NC Department of Adult Correction is one of the largest state agencies with more than 14,000 employees. It is responsible for safeguarding and preserving lives and property through prevention, protection, and preparation as well as the care, custody, and supervision of all adults sentenced for violating North Carolina laws. This department includes state prisons with custody, healthcare, and facility operations staff as well as probation/parole officers who supervised sentenced people in the community. Other divisions include Administration, Health Services, Rehabilitation & Reentry, Special Operations and the Post-Release Supervision & Parole Commission. We have a mission that matters!
Description of Work
The North Carolina Department of Adult Correction is seeking dedicated individuals to join our team as Correctional Food Service Officers (CFSO). This role offers a rewarding career path in public safety and food service management within a secure correctional environment. Employees in this position play a vital role in ensuring safe, efficient, and compliant meal preparation and delivery for the offender population while maintaining security and sanitation standards.
Correctional Food Service Officer Responsibilities:
- Supervise and instruct offenders in food preparation, serving, and cleanup activities according to established menus and schedules.
- Monitor compliance with sanitation, safety, and security standards in all food service areas.
- Maintain strict control of tools, equipment, and offender movement to ensure facility security.
- Inspect food items and supplies for quality and quantity; report shortages or discrepancies promptly.
- Operate and maintain kitchen equipment and ensure preventive maintenance is completed.
- Complete required documentation, including production records, temperature logs, and inventory reports.
- Coordinate timely meal service and distribution to designated housing units.
- Respond to emergencies or security incidents in food service areas following established procedures.
- Train and oversee offender work crews to ensure adherence to food service standards.
- Assist with ordering, receiving, and storing food and supplies in compliance with inventory control procedures.
Knowledge Skills and Abilities/Management Preferences
All applications received will be reviewed and considered for all three levels of
Correctional Food Service Officer
(Officer l, ll, and lll) based upon the individual qualifications of each applicant as well as the business needs of the Institution.
Please Apply Only To One Regional Post For Correctional Food Service Officer Roles
Some NC prisons contain more than one custody level of offenders. Offenders are assigned to various "custody" levels including "Minimum," "Medium," and "Close" which identifies the level of supervision that is required. As such, each Correctional Food Service Officer level of classification below corresponds with the custody level of offenders that they will be supervising.
Correctional Food Service Officer I:
Minimum
- Offenders at these facilities require a minimum amount of oversight, they are permitted to enter/exit cells without permission during certain times of the day.
Salary Range: $32,639 -$57,117
Salary Grade: NC05
Correctional Food Service Officer II:
Medium
- Offenders at these facilities do not require as much oversight as those at Close facilities but require more supervision than those at Minimum facilities.
Salary Range: $34,270 - $59,973
Salary Grade: NC06
Correctional Food Service Officer III:
Close
- Offenders at these facilities always require close supervision. Movement throughout the prison is heavily controlled.
Salary Range: $35,984 - 62,971
Salary Grade: NC07
All hires are eligible for a $3,000 Sign on Bonus. Additionally, positions are eligible for employee referral bonus program ($1,000).
Facility Locations
When choosing your county of residence or desired location of work, please refer to the Facilities Map.
This post supports the following counties:
Beaufort County, NC
Bertie County, NC
Camden County, NC
Carteret County, NC
Chowan County, NC
Craven County, NC
Currituck County, NC
Dare County, NC
Duplin County, NC
Gates County, NC
Greene County, NC
Halifax County, NC
Hertford County, NC
Hyde County, NC
Johnston County, NC
Jones County, NC
Lenoir County, NC
Martin County, NC
Northampton County, NC
Onslow County, NC
Pamlico County, NC
Pasquotank County, NC
Perquimans County, NC
Pitt County, NC
Tyrrell County, NC
Washington County, NC
Wayne County, NC
Personal Appearance Policy
Employees must adhere to an appearance and grooming standard. Every employee is mandated to be in compliance with this policy.
Basic Correctional Officer Training (BCOT)
Once hired as a Correctional Officer, you will be required to attend six weeks of Basic Correctional Officer Training (BCOT). Training is held during specific time frames throughout the year which will require you to stay overnight at a training facility, with weekends at home. Room and board are provided for. Transportation can be available upon request
Work Schedules
Full- time officers may:
Transition to higher level officers as opportunities arise,
Transition across the state within different institution locations and
Take advantage of internal promotional opportunities and growth
Employees must be able to work any shift including rotating, fixed shift, or split shift.
All shifts may include days, nights, weekends, holidays, and mandatory overtime as required
.
Trainee Progression Candidate Consideration
If there are no qualified candidates remaining in the applicant pool who meet the minimum Education and Experience or Knowledge, Skills, and Abilities required for the position, the agency may consider for this position, a trainee who does not meet the minimum requirements. Salary for a trainee may be set at a lower level than the classification salary range and recruitment range that is listed in the posting with the salary being adjusted up according to state policy as the trainee has obtained the necessary additional education and experience to fully meet the minimum qualifications as outlined in the classification specification.
About the Division of Institutions
The Division of Institutions is responsible for the care and custody of approximately 30,000 individuals incarcerated in 53 prisons across North Carolina. Our division categorizes the institutions into various custody levels, which include Minimum, Medium, and Close, to ensure that the precise level of supervision is provided. With the purpose to provide every individual in custody proper care and supervision, irrespective of their custody level.
Compensation and Benefits
The State of North Carolina offers excellent comprehensive benefits. Eligible employees can participate in health insurance options, standard and supplemental retirement plans, and the NCFlex program (numerous high-quality, low-cost benefits on a pre-tax basis). Eligible employees also receive paid vacation, sick, and community service leave. In addition, paid parental leave is available to eligible employees. Visit the website for State Benefits.
Supplemental Contact Information
NCDAC uses the Merit-Based Recruitment and Selection Plan to fill positions subject to the State Human Resources Act with the most qualified individuals. Hiring salary will be based on relevant qualifications, internal equity, and budgetary considerations pertinent to the advertised position. For more information about the North Carolina Department of Adult Corrections (NCDAC), please visit us at our website.
Application Process
Be sure to complete the application in its entirety.
Resumes will not be accepted in lieu of completing this application.
Information should be provided in the appropriate areas, to include the following: Education, including high school and all degrees obtained, Work Experience, and Certificates & Licenses. It is critical to our screening and salary determination process that applications contain comprehensive candidate information.
Answers to Supplemental Questions are not a substitute for providing all relevant information within the body of your application. To receive credit for the supplemental questions, you must provide supporting information within the "Work Experience" section of the application to support your answers.
If multiple applications are submitted to an individual posting, only the most recent application received prior to the closing date will be accepted. Applications must be submitted by 11:59 PM on the night before closing date.
Applicants may be subject to a criminal background check.
If applying for a position certified through the NC Dept. of Justice - Criminal Justice Standards Division, click this link for specific certification requirements: Correctional & Probation/Parole Officer Certification.
The NC Dept. of Adult Correction must adhere to the US Dept. of Justice Final Rule on the "National Standards to Prevent, Detect, and Respond to Prison Rape."Click this link for information on hiring and promotion prohibition requirements for all positions in the NC Dept. of Adult Correction: PREA Hiring and Promotion Prohibitions (Download PDF reader) (Download PDF reader).
Due to the volume of applications received, we are unable to provide information regarding the status of your application over the phone. To check the status of your application, please log in to your account. The hiring process may take several weeks.
Degrees must be received from appropriately accredited institutions. Transcripts and degree evaluations may be uploaded with your application. The State of North Carolina/Office of State Human Resources (OSHR) uses the National Association of Credential Evaluation Services (NACES) as a referral resource for applicants who need to have their credentials certified as equivalent.
For a list of organizations that perform this specialized service, please visit the NACES membership website at ******************************
Degree/College Credit Verification
Degrees must be received from appropriately accredited institutions.
Transcripts, degree evaluations, and cover letters may be uploaded with your application.
Veterans' and National Guard Preference
Applicants seeking Veteran's Preference must attach a DD-214 Member-4 Form (Certificate of Release or Discharge from Active Duty) to their applications.
Applicants seeking National Guard Preference must attach an NGB 23A (RPAS), along with the state application, if they are a current member of the NC National Guard in good standing.
Applicants who are former members of either the NC Army National Guard or the NC Air National Guard, with honorable discharge and six years of creditable service, must attach a copy of the DD 256 or NGB 22, along with the state application.
ADA Accommodations
Consistent with the Americans with Disabilities Act (ADA) and the Pregnant Workers Fairness Act (PWFA), NCDAC is committed to the full inclusion of all qualified individuals. As part of this commitment, NCDAC will ensure that people with disabilities, or known limitations covered by the PWFA, are provided with reasonable accommodation. If reasonable accommodation is needed to participate in the job application or interview process, please contact the person indicated below.
Minimum Education and Experience
Some state job postings say you can qualify by an “equivalent combination of education and experience.” If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See the Education and Experience Equivalency Guide for details.
Necessary Special Qualifications
Must be eligible for certification by the North Carolina Criminal Justice Education & Training Standards Commission. Click HERE for specific certification requirements.
AND
Applicants must have an active driver's license
Minimum Education and Experience for a Trainee Appointment
High school or General Educational Development (GED) diploma and one year of experience in institutional food preparation and food services, in management of a commercial food service operations, as a Correctional Officer
OR
An equivalent combination of education and experience
Correctional Food Service Officer I
High school or General Educational Development (GED) diploma and one year of experience in institutional food preparation and food services, in management of a commercial food service operations, as a Correctional Officer
OR
An equivalent combination of education and experience
Correctional Food Service Officer II
High school or General Educational Development (GED) diploma and two years of experience in institutional food preparation and food services, in management of a commercial food service operations, or as a Correctional Officer
OR
An equivalent combination of education and experience
Correctional Food Service Officer III
High school or General Educational Development (GED) diploma and three years of experience in institutional food preparation and food services, in management of a commercial food service operations, or as a Correctional Officer
OR
An equivalent combination of education and experience
EEO Statement
The State of North Carolina is an Equal Employment Opportunity Employer and dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination, harassment, or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy, childbirth, or related medical conditions; and for religious beliefs, observances, and practices.
Recruiter:
Anchal Mishra
Email:
*********************
$36k-63k yearly Auto-Apply 5d ago
Relationship Banker - Greenbrier Market Center- Chesapeake, VA
Jpmorgan Chase 4.8
Finance service representative job in Chesapeake, 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 a Relationship Banker in a Chase Branch, 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. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, FinancialServices, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
Chase is a leading financialservices firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$27k-36k yearly est. 19d ago
Member Service Representative
ABNB Federal Credit Union 4.2
Finance service representative job in Moyock, NC
ABNB Federal Credit Union is dedicated to being the best place you will ever work, starting with our comprehensive employee benefits package, which features affordable medical, dental, and vision plans to support your well-being and future growth in addition to:
* Paid time off that begins accruing on your first day
* Enjoy 11 paid federal holidays each year, giving you more time to relax and recharge
* 401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting
* Company-paid short-term, long-term disability, and employee life and AD&D coverage
* A tuition reimbursement benefit which reflects our investment in your future
* Competitive pay along with opportunities for annual raises and promotions
* Paid community involvement opportunities offer rewarding chances to network, make a positive impact, and get involved in meaningful local initiatives
* A supportive environment which fosters an employee-centric workplace where growth and member relationships are prioritize
The role of the Member ServiceRepresentative is to assist members and prospective members with all areas of their Credit Union needs. Efficient and independently process financial transactions, explain services, set up new accounts, respond to problems, and direct members to the appropriate person(s)/department. Ensure the sales, service, and operational functions assigned are being performed efficiently and within guidelines. Support and assist members through all communication channels to include in branch, incoming and outbound calls, message center and by email.
Key Responsibilities
* Presents and explains Credit Union products and services to members and potential members; assists them in identifying credit union products to meet their financial needs.
* Performs routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, Visa gift cards, reloadable travel cards, and issues debit cards.
* Opens and closes all types of accounts and perform file maintenance as needed; ensures collection of all required signatures and documents.
* Answers questions and assist in the resolution of problems by effectively listening and asking questions to understand problems, and identify solutions.
* Maintains a professional and courteous attitude with everyone including co-workers, members, management, board members, and outside vendors.
* Supports other branch locations and the Contact Center as needed.
* Follows safety and security rules and regulations; helps to maintain the condition and appearance of the branch.
* Participates in all training and continuing education classes as approved/recommended by supervisors, including online training classes.
* Performing other duties as assigned.
Requirements
* Education: High School Diploma or equivalent.
* Experience: One to three years of similar or related experience.
* Other Skills: 1. Must be able to operate a PC and related software programs with average speed and accuracy. 2. Possess time management and organizational skills.3. Experience with Microsoft Office, Outlook, SharePoint is desired.
* Physical Requirements: Must be able to sit or stand at a computer for extended periods of time and able to lift up to 15 pounds.
* Interpersonal Skills: Excellent interpersonal skills to communicate effectively with members and employees in person, through electronic communication, and over the phone. Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
* Work Environment: In Office
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, marital status, pregnancy, disability, or protected veterans' status.
$23k-26k yearly est. 14d ago
Member Service Representative (Full-Time) - Pembroke
Navy Federal 4.7
Finance service representative job in Virginia Beach, VA
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.
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: 4001 Virginia Beach Blvd Suite 132, Virginia Beach, Virginia 23452
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
****************************
.
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
$25k-32k yearly est. Auto-Apply 4d ago
Wealth Management Banking Specialist
Bank of America 4.7
Finance service representative job in Virginia Beach, VA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists.
Responsibilities:
Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations
Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations
Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt
Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs
Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs
Required Qualifications:
Demonstrates proven results exceeding goals in a client-centric, results-driven environment
Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service
Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career
Applies strong critical thinking and problem-solving skills to meet clients' needs
Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Can learn and understand technology to assist clients with the latest in Digital and Digital banking
Desired Qualifications:
Experience in the financialservices industry working with high-end clients providing advice on products and solutions for any stage of their lives
Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities
Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded
Prior experience providing excellent service to high-end clients and excelling in that environment
Skills:
Deposit Solutions Product Knowledge
Customer and Client Focus
Influence
Relationship Building and Networking
Executive Presence
Sales Performance Management
Analytical skills
Presentation skills
Influencing skills
Problem solving
Active listening and Communication skills
Relationship Building
Industry knowledge
Time management
Resilience
Collaboration
Business development focus
Ability to overcome objections.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$30k-44k yearly est. Auto-Apply 43d ago
Market Banker I
Primis Financial 4.2
Finance service representative job in Williamsburg, 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
$33k-64k yearly est. 25d ago
Member Service Representative
ABNB Federal Credit Union 4.2
Finance service representative job in Moyock, NC
Full-time Description
ABNB Federal Credit Union is dedicated to being the best place you will ever work, starting with our comprehensive employee benefits package, which features affordable medical, dental, and vision plans to support your well-being and future growth in addition to:
Paid time off that begins accruing on your first day
Enjoy 11 paid federal holidays each year, giving you more time to relax and recharge
401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting
Company-paid short-term, long-term disability, and employee life and AD&D coverage
A tuition reimbursement benefit which reflects our investment in your future
Competitive pay along with opportunities for annual raises and promotions
Paid community involvement opportunities offer rewarding chances to network, make a positive impact, and get involved in meaningful local initiatives
A supportive environment which fosters an employee-centric workplace where growth and member relationships are prioritize
The role of the Member ServiceRepresentative is to assist members and prospective members with all areas of their Credit Union needs. Efficient and independently process financial transactions, explain services, set up new accounts, respond to problems, and direct members to the appropriate person(s)/department. Ensure the sales, service, and operational functions assigned are being performed efficiently and within guidelines. Support and assist members through all communication channels to include in branch, incoming and outbound calls, message center and by email.
Key Responsibilities
Presents and explains Credit Union products and services to members and potential members; assists them in identifying credit union products to meet their financial needs.
Performs routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, Visa gift cards, reloadable travel cards, and issues debit cards.
Opens and closes all types of accounts and perform file maintenance as needed; ensures collection of all required signatures and documents.
Answers questions and assist in the resolution of problems by effectively listening and asking questions to understand problems, and identify solutions.
Maintains a professional and courteous attitude with everyone including co-workers, members, management, board members, and outside vendors.
Supports other branch locations and the Contact Center as needed.
Follows safety and security rules and regulations; helps to maintain the condition and appearance of the branch.
Participates in all training and continuing education classes as approved/recommended by supervisors, including online training classes.
Performing other duties as assigned.
Requirements
Education: High School Diploma or equivalent.
Experience: One to three years of similar or related experience.
Other Skills: 1. Must be able to operate a PC and related software programs with average speed and accuracy. 2. Possess time management and organizational skills.3. Experience with Microsoft Office, Outlook, SharePoint is desired.
Physical Requirements: Must be able to sit or stand at a computer for extended periods of time and able to lift up to 15 pounds.
Interpersonal Skills: Excellent interpersonal skills to communicate effectively with members and employees in person, through electronic communication, and over the phone. Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Work Environment: In Office
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, marital status, pregnancy, disability, or protected veterans' status.
$23k-26k yearly est. 15d ago
Market Banker I
Primis Bank 4.2
Finance service representative job in Williamsburg, 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
$33k-64k yearly est. 23d ago
Member Service Representative (Full-Time) - Williamsburg
Navy Federal 4.7
Finance service representative job in Williamsburg, VA
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
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$25k-32k yearly est. Auto-Apply 60d+ ago
Member Service Representative
ABNB Federal Credit Union 4.2
Finance service representative job in Yorktown, VA
ABNB Federal Credit Union is dedicated to being the best place you will ever work, starting with our comprehensive employee benefits package, which features affordable medical, dental, and vision plans to support your well-being and future growth in addition to:
* Paid time off that begins accruing on your first day
* Enjoy 11 paid federal holidays each year, giving you more time to relax and recharge
* 401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting
* Company-paid short-term, long-term disability, and employee life and AD&D coverage
* A tuition reimbursement benefit which reflects our investment in your future
* Competitive pay along with opportunities for annual raises and promotions
* Paid community involvement opportunities offer rewarding chances to network, make a positive impact, and get involved in meaningful local initiatives
* A supportive environment which fosters an employee-centric workplace where growth and member relationships are prioritize
The role of the Member ServiceRepresentative is to assist members and prospective members with all areas of their Credit Union needs. Efficient and independently process financial transactions, explain services, set up new accounts, respond to problems, and direct members to the appropriate person(s)/department. Ensure the sales, service, and operational functions assigned are being performed efficiently and within guidelines. Support and assist members through all communication channels to include in branch, incoming and outbound calls, message center and by email.
Key Responsibilities
* Presents and explains Credit Union products and services to members and potential members; assists them in identifying credit union products to meet their financial needs.
* Performs routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, Visa gift cards, reloadable travel cards, and issues debit cards.
* Opens and closes all types of accounts and perform file maintenance as needed; ensures collection of all required signatures and documents.
* Answers questions and assist in the resolution of problems by effectively listening and asking questions to understand problems, and identify solutions.
* Maintains a professional and courteous attitude with everyone including co-workers, members, management, board members, and outside vendors.
* Supports other branch locations and the Contact Center as needed.
* Follows safety and security rules and regulations; helps to maintain the condition and appearance of the branch.
* Participates in all training and continuing education classes as approved/recommended by supervisors, including online training classes.
* Performing other duties as assigned.
Requirements
* Education: High School Diploma or equivalent.
* Experience: One to three years of similar or related experience.
* Other Skills: 1. Must be able to operate a PC and related software programs with average speed and accuracy. 2. Possess time management and organizational skills.3. Experience with Microsoft Office, Outlook, SharePoint is desired.
* Physical Requirements: Must be able to sit or stand at a computer for extended periods of time and able to lift up to 15 pounds.
* Interpersonal Skills: Excellent interpersonal skills to communicate effectively with members and employees in person, through electronic communication, and over the phone. Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
* Work Environment: In Office
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, marital status, pregnancy, disability, or protected veterans' status.
$23k-26k yearly est. 10d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Hampton, VA?
The average finance service representative in Hampton, VA earns between $21,000 and $64,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Hampton, VA
$37,000
What are the biggest employers of Finance Service Representatives in Hampton, VA?
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