Finance service representative jobs in Lynchburg, VA

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests. 4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen client connections and loyalty. 6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies. 7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational seminars for clients and prospects. 10. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills. 6. Competent skills in Microsoft Office software products Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking experience helpful **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)

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

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. ESSENTIAL RESPONSIBILITIES AND TASKS Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients. Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health. Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service. Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures. Conduct administrative functions as necessary. Other job duties as assigned. THE FIVE PRINCIPLES Quality - The consumer is our boss, quality is our work and value for money is our goal. Responsibility - As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others. Mutuality - A mutual benefit is a shared benefit; a shared benefit will endure. Efficiency - We use resources to the full, waste nothing and do only what we can do best. Freedom - We need freedom to shape our future; we need profit to remain free. HIRING QUALIFICATIONS COMPETENCIES Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - .docx 2 of 3 Last Revised: 08/20/2013 JP Communication Skills Client Service Skills Priority Setting Time Management CAPABILITIES AND EXPERIENCE (CAN DO) Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills. Organizational ability - Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order. Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions. Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service. Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions. Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement. Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc. ATTITUDES (WILLDO) Initiative - shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures. Takes on additional responsibility when both big and small tasks need to be done. Integrity - Firmly adheres to the values and ethics of Banfield Pet Hospitals. Exhibits honesty, discretion, and sound judgment. Cooperativeness - Willing to work with others, collaborating and compromising where necessary; promptly share relevant information with others. Flexibility - Is open to changing situations and opportunities and is willing to perform all tasks assigned. Independence - Able and willing to perform tasks and duties without supervision. Tolerance for Stress / Resiliency - Maintains a positive “can do” outlook, rebounds quickly from frustrations and unpleasantness, and maintains composure and friendly demeanor while dealing with stressful situations. SPECIAL WORKING CONDITIONS Ability to work at a computer for long periods of time. Ability to be confident around pets (i.e., dogs, cats, birds, reptiles, etc.) Client needs and work volume may often require more than 40 hours per week to complete essential duties of this job. This position requires special hours including working weekends and evenings. Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently. The noise level in the work environment is moderately high. Requires sufficient ambulatory skills in order to perform duties while at hospital. Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds. Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate equipment. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Position Description Client Service Coordinator - Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances. EXPERIENCE, EDUCATION AND/OR TRAINING High School Diploma or equivalent preferred. Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances. One year related experience required with customer service preferred. Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred. WE ARE A DRUG-FREE, SMOKE-FREE, EQUAL OPPORTUNITY EMPLOYER.

Job DescriptionABOUT THE JOB You got game? You got spring in your step? You want the best job in the world! And schedules that work with you, not against you? That's right, we live to beat the rush and make it possible to make, bake or take pizzas during the hungry hours of the day and night, part or full time. You'll have plenty of time left over for school, hanging with your friends, or whatever. Sound good? Even if you just need a second job for some extra cash, Domino's Pizza is the perfect place for you. We are searching for qualified customer service reps with personality and people skills. We're growing so fast it's hard to keep up, and that means Domino's has lots of ways for you to grow (if that's what you want), perhaps to management, perhaps beyond. Whether it's your hobby, main-gig, or supplemental job, drop us a line. We're bound to have just the thing for you. ADVANCEMENT Many of our team members began their careers as delivery drivers and today are successful Domino's franchise owners. From customer service representative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity. DIVERSITY Our mission is to recognize, appreciate, value and utilize the unique talents and contributions of all individuals. To create an environment where all team members, because of their differences, can reach their highest potential. SUMMARY STATEMENT We take pride in our team members and our team members take pride in Domino's Pizza! Being the best pizza delivery company in the world requires exceptional team members working together. At Domino's Pizza, our people come first! JOB REQUIREMENTS You must be 16 years of age or older. General Job Duties For All Store Team Members · Operate all equipment. · Stock ingredients from delivery area to storage, work area, walk-in cooler. · Prepare product. · Receive and process telephone orders. · Take inventory and complete associated paperwork. · Clean equipment and facility approximately daily. Training Orientation and training provided on the job. Communication Skills · Ability to comprehend and give correct written instructions. · Ability to communicate verbally with customers and co-workers to process orders both over the phone and in person. Essential Functions/Skills · Ability to add, subtract, multiply, and divide accurately and quickly (may use calculator). · Must be able to make correct monetary change. · Verbal, writing, and telephone skills to take and process orders. Motor coordination between eyes and hands/fingers to rapidly and accurately make precise movements with speed. · Ability to enter orders using a computer keyboard or touch screen. Work Conditions EXPOSURE TO · Varying and sometimes adverse weather conditions when removing trash and performing other outside tasks. · In-store temperatures range from 36 degrees in cooler to 90 degrees and above in some work areas. · Sudden changes in temperature in work area and while outside. · Fumes from food odors. · Exposure to cornmeal dust. · Cramped quarters including walk-in cooler. · Hot surfaces/tools from oven up to 500 degrees or higher. · Sharp edges and moving mechanical parts. SENSING · Talking and hearing on telephone. Near and mid-range vision for most in-store tasks. · Depth perception. · Ability to differentiate between hot and cold surfaces. TEMPERAMENTS The ability to direct activities, perform repetitive tasks, work alone and with others, work under stress, meet strict quality control standards, deal with people, analyze and compile data, make judgments and decisions. Additional InformationPHYSICAL REQUIREMENTS, including, but not limited to the following: Standing Most tasks are performed from a standing position. Walking surfaces include ceramic tile "bricks" with linoleum in some food process areas. Height of work surfaces is between 36" and 4". Walking For short distances for short durations Sitting Paperwork is normally completed in an office at a desk or table Lifting · Bulk product deliveries are made twice a week or more and are unloaded by the team member using a hand truck. · Deliveries may include cases of ingredients and supplies weighing up to 50 pounds with dimensions of up to 3' x 1.5'. · Cases are usually lifted from floor and stacked onto shelves up to 72" high. Carrying · Large cans, weighing 3 pounds, 7 ounces, are carried from the workstation to storage shelves. · Occasionally, pizza sauce weighing 30 pounds is carried from the storage room to the front of the store. · Trays of pizza dough are carried three at a time over short distances, and weigh approximately 12 pounds per tray. Pushing · To move trays which are placed on dollies. · A stack of trays on a dolly is approximately 24" - 30" and requires a force of up to 7.5 pounds to push. · Trays may also be pulled. Climbing Team members must infrequently navigate stairs or climb a ladder to change prices on signs, wash walls, perform maintenance. Stooping/Bending · Forward bending at the waist is necessary at the pizza assembly station. · Toe room is present, but workers are unable to flex their knees while standing at this station. · Duration of this position is approximately 30 - 45 seconds at one time, repeated continuously during the day. · Forward bending is also present at the front counter and when stocking ingredients. Crouching/Squatting Performed occasionally to stock shelves and to clean low areas. Reaching · Reaching is performed continuously; up, down and forward. · Workers reach above 72" occasionally to turn on/off oven controls, change prices on sign, and lift and lower objects to and from shelves. · Workers reaching down to perform such tasks as scooping cornmeal from a plastic barrel, or washing dishes. · Workers reach forward when obtaining topping ingredients, cleaning work surfaces, or answering phones. Hand Tasks · Eye-hand coordination is essential. Use of hands is continuous during the day. · Frequently activities require use of one or both hands. Shaping pizza dough requires frequent and forceful use of forearms and wrists. · Workers must manipulate a pizza peel when removing pizza from the oven, and when using the rolling cutter. · Frequent and/or forceful pinching is required in the assembly of cardboard pizza boxes. · Team Members must be able to grasp cans, the phone, the pizza cutter and pizza peel, and pizza boxes. Machines, Tools, Equipment, Work Aids Team Members may be required to utilize pencils/pens, computers, telephones, calculators, TDD equipment, pizza cutter and pizza peel.

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

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

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Free food & snacks Health insurance Opportunity for advancement Paid time off Training & development Vision insurance SPANISH CUSTOMER SERVICE ROLE DESCRIPTION: As a Spanish Speaking Customer Service Representative with Mallori Teegarden State Farm, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people in the Spanish Speaking Community make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the Spanish community members you support. We are looking for someone who can help build referrals through customer service in the Spanish Community. We look forward to connecting with you if you are the Spanish speaking customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Fluent in Spanish Answer customer inquiries and provide policy information. Assist customers with policy changes and updates. Process insurance claims and follow up with customers. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Fluent in Spanish Detail-oriented and able to multitask. Previous customer service experience preferred.

Job DescriptionPatrick Blevins State Farm-About Our Agency: Were not your average insurance office and we like it that way. As a second-generation State Farm Agent with locations in Lexington and Waynesboro, our mission for the past 14 years has been simple: serve our community, protect against what can go wrong, and help people invest in what can go right all while having fun doing it. Led by Patrick Blevins, a nationally recognized agent and multi-year Chairmans Circle, Presidents Club, and Lifetime MDRT qualifier, our agency is consistently ranked among the top in the country. Our team of 14 licensed professionals thrives in a culture built on growth, teamwork, and purpose where we work hard, celebrate success, and make a real difference in peoples lives. Were proud to offer a comprehensive benefits package that includes: Three weeks minimum paid time off (plus additional holidays and personal days) Health insurance 401(k) plan with company match Quarterly bonuses and base pay plus commissions Company vehicles for certain roles Team trips and travel opportunities A balanced work schedule that supports both personal and professional fulfillment If youre motivated, hardworking, and eager to learn, well provide the coaching, development, and support you need to succeed no prior insurance experience required. Join a proven, high-performing team that believes in doing meaningful work, growing together, and enjoying the journey along the way. Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. 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 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.

Job DescriptionBenefits: Paid Holidays Bonus based on performance Competitive salary Health insurance Paid time off 401(k) matching ROLE DESCRIPTION: As a customer service represenative, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Answer customer inquiries and provide policy information. Assist clients with policy changes and updates. Process insurance claims and follow up with clients. Maintain accurate records of customer interactions. QUALIFICATIONS: Strong communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred.

Hours: Full-time (37.5 hours per week), Monday - Friday, 8:00 am - 4:00 pm The Financial Interview Specialist conducts financial interviews with individuals to ensure accurate billing based on available resources. Responsibilities include one on one work with individuals to complete financial interviews; verify insurance coverage, including Medicaid; and assist customers with billing inquiries. Required Education and Experience High School Diploma or GED. Associate's degree in related field preferred. One to two years of related work experience or an equivalent combination of education and experience that provides the required knowledge, skills, and abilities. Related Knowledge, Skills and Abilities Knowledge of billing procedures/policy compliance for social service departments, courts, hospitals, employers, insurance carriers, and referring agencies. Knowledge of available federal, state, and local benefits. Knowledge of the principles, procedures, and techniques related to financial intakes, client billing, Medicaid, Medicare, and commercial insurances. Knowledge and understanding of the Department of Social Services rules and regulations. Exceptional attention to detail. Ability to record accurate data and complete documentation within established expectations and by communicated deadlines. Excellent phone and email etiquette. Excellent active listening skills. Ability to drive and must possess a valid driver's license. May be required to travel to different Horizon worksites during the day based on operational needs or provide admin support at other locations. Regular attendance at trainings and Horizon meetings may require travel to a variety of Horizon sites. Willing and available to work modified schedules (weekends, holidays, etc.) as required. THE BEST BENEFITS FOR THOSE WHO TAKE CARE OF THE COMMUNITY We're proud to offer some of the best benefits options in Central Virginia. Participation in the Virginia Retirement System (VRS) is exclusively for public service workers in Virginia, while several options exist for life, health, dental, and vision insurance. Emphasis on work-life balance means a generous annual leave policy ensuring time for wellness with separate time allocated for sick leave and additionally for paid holidays. Stay active with Horizon's annual wellness programs and various opportunities to interact with the community through the year. Horizon's clinical sites are NHSC/HRSA approved for clinical student loan repayment, and qualify for both the Public Service Loan Forgiveness (PSLF) and the Behavioral Health State Loan Repayment (BHLRP) programs. If you are interested in continuing your education, working at Horizon qualifies you to receive discounts at some local universities. To Apply - Please visit our online career center at ********************************** Horizon Behavioral Health is an Equal Opportunity Employer (EOE).

The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, products, policies and procedures. Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services. Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Complete forms and other required documents and follow Bank policies and procedures. Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes. Perform all duties of a Teller to include: Provide excellent client experience Perform basic client and cash transactions Balance cash each day Identify referral opportunities to contribute to branch goals Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures Identify risk and escalate concerns through proper channels Develop and maintain knowledge of bank products, services, including other lines of business Ability to learn and adapt to changing digital channels Perform other duties as assigned. Organizational Relationship This position reports to Branch location leadership. Position Qualifications Education & Experience High school diploma or equivalent (GED). One (1) or more years of experience in a client service and/or a cross-trained teller position Previous cash handling experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Some local travel possible Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

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

Successful applicants will promote a positive customer experience by facilitating the prompt, professional handling of client inquiries and service requests. This position provides opportunity for advancement to other roles. Responsibilities You will need to master call templates to sound professional when speaking with our customers. Schedule service and maintenance appointments (inbound/outbound) Follow up with customers to ensure satisfaction and present opportunities. Maintain and update our customer database with complete and accurate information. Identify and resolve customer issues. Partner with teammates and maintain communication with managers and other departments. Monitor company email, voice mail, messaging and other media to deliver timely responses. Participate with Company administrative tasks as operational needs require Desired Skills and Experience Positive attitude, solid phone voice, strong computer skills and an interest in advancement Work schedules Full time Pay and Benefits from $16.00 per hour Health, dental, and vision plan Paid Holidays Paid Days Off Retirement benefits About Ostrom Electrical Plumbing Heating & Air: Ostrom is an established Electrical Plumbing Heating & Air Company that has been serving Roanoke Va. and the surrounding areas for over 24 years. At Ostrom we are driven by a commitment to provide our customers with the highest level of service. We provide pre-screened, competent service experts dispatched in a fully-stocked service vehicle to ensure we can respond to each one of our customer's service requests quickly, and efficiently. Our employees are our greatest asset and whether they are serving our clients in the office, or out in the field, we equip them with the knowledge and training to perform to the highest standards. We strive to make our customers and our employees experience as rewarding as possible. Our goal is to exceed the expectation!

Who are we? Well, for starters, we're the leading provider of custom orthotics in the world. Yup, you read that right. We're a family run business with an unparalleled made-in-the-U.S. product and we're so pumped about what we do it's tough not to shout it from the rooftop (or our desktops!) We're a dynamic wellness company poised on an exciting growth precipice, with an ever-expanding of network of chiropractors, physical therapists, and other passionate medical professionals who look to us to ensure their patients are receiving the best orthotics and living the pain-free, healthy lives. We Are Foot Levelers. Who are we looking for? We're looking for shining stars, for people with a passion for helping others; we need exceptional communicators who have a knack for problem solving and have the career track record to prove it. The bottom line: we're looking for intellectually curious, self-motivated, engaging professionals who are eager to join a growing company with an exceptional mission: to improve wellness worldwide through custom, innovative solutions and dynamic superior services. Ready to join our Sales & Service team? Fantastic. Here's a little glimpse into the “day in the life”: · Provide wow-worthy customer service, on each and every call. Become the subject matter expert on our custom orthotics and ancillary products. · Maintain detailed data on our valued customers (our Chiropractors, our Physical Therapists) - accuracy is paramount! · Demonstrate a commitment to one-call resolution - our Sales & Service team is always learning, always training. This commitment to product and service knowledge is the key to your, and our company's, success. · Field calls expeditiously and efficiently. We can't keep our customers waiting. · Consult, consult, and consult some more. Listen first, then recommend products and services that will benefit our doctors' customers and businesses. · Rise, stretch (and shine) and repeat. There is always an opportunity to upsell, to dig in and learn more from a call. We love tenacity, can you tell? · Remember the details - our Sales & Service agents are diligent in their follow through and in their attention to detail. Billing issues, technical issues, unresolved inquiries, etc. They're all important and they all get your full (and timely) attention. Sound like you? Great. Our ideal candidates check these boxes: · Noteworthy communication skills. You think on your feet, you're quick, astute, inquisitive and engaging. Oh, and you're friendly. People can tell you're smiling through the phone. That means something! · You're comfortable with tech - whatever systems/programs you don't already know, you can easily dive in and figure out. The ramp up time to get you rolling on our CRM is minimal. · You have a few years of telecommunications and/or customer service experience under your belt. We'd love to hear about your relevant experience meeting customer expectations, resolving issues, and meeting (or exceeding) professional goals. · You're a self-motivated problem solver with a passion for customers, for wellness, and ultimately for our Foot Levelers products.

Hours: Full-time (37.5 hours per week), Monday - Friday, 8:00 am - 4:00 pm The Financial Interview Specialist conducts financial interviews with individuals to ensure accurate billing based on available resources. Responsibilities include one on one work with individuals to complete financial interviews; verify insurance coverage, including Medicaid; and assist customers with billing inquiries. Required Education and Experience * High School Diploma or GED. Associate's degree in related field preferred. * One to two years of related work experience or an equivalent combination of education and experience that provides the required knowledge, skills, and abilities. Related Knowledge, Skills and Abilities Knowledge of billing procedures/policy compliance for social service departments, courts, hospitals, employers, insurance carriers, and referring agencies. Knowledge of available federal, state, and local benefits. Knowledge of the principles, procedures, and techniques related to financial intakes, client billing, Medicaid, Medicare, and commercial insurances. Knowledge and understanding of the Department of Social Services rules and regulations. Exceptional attention to detail. Ability to record accurate data and complete documentation within established expectations and by communicated deadlines. Excellent phone and email etiquette. Excellent active listening skills. Ability to drive and must possess a valid driver's license. May be required to travel to different Horizon worksites during the day based on operational needs or provide admin support at other locations. Regular attendance at trainings and Horizon meetings may require travel to a variety of Horizon sites. Willing and available to work modified schedules (weekends, holidays, etc.) as required. THE BEST BENEFITS FOR THOSE WHO TAKE CARE OF THE COMMUNITY We're proud to offer some of the best benefits options in Central Virginia. Participation in the Virginia Retirement System (VRS) is exclusively for public service workers in Virginia, while several options exist for life, health, dental, and vision insurance. Emphasis on work-life balance means a generous annual leave policy ensuring time for wellness with separate time allocated for sick leave and additionally for paid holidays. Stay active with Horizon's annual wellness programs and various opportunities to interact with the community through the year. Horizon's clinical sites are NHSC/HRSA approved for clinical student loan repayment, and qualify for both the Public Service Loan Forgiveness (PSLF) and the Behavioral Health State Loan Repayment (BHLRP) programs. If you are interested in continuing your education, working at Horizon qualifies you to receive discounts at some local universities. To Apply - Please visit our online career center at ********************************** Horizon Behavioral Health is an Equal Opportunity Employer (EOE).

Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field Job Description Tasks Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Check to ensure that appropriate changes were made to resolve customers' problems. Determine charges for services requested, collect deposits or payments, or arrange for billing. Refer unresolved customer grievances to designated departments for further investigation. Review insurance policy terms to determine whether a particular loss is covered by insurance. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods. Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills. Tools used in this occupation: Autodialers - Autodialing systems; Predictive dialers Automated attendant systems - Voice broadcasting systems Automatic call distributor ACD - Automatic call distribution ACD system Scanners Standalone telephone caller identification - Calling line identification equipment; Dialed number identification systems DNIS Technology used in this occupation: Contact center software - Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani Email Customer relationship management CRM software - Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRM Electronic mail software - Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft Outlook Network conferencing software - Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani Chat Spreadsheet software - Microsoft Excel Knowledge Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Qualifications Skills Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Speaking - Talking to others to convey information effectively. Service Orientation - Actively looking for ways to help people. Persuasion - Persuading others to change their minds or behavior. Reading Comprehension - Understanding written sentences and paragraphs in work related documents. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Writing - Communicating effectively in writing as appropriate for the needs of the audience. Coordination - Adjusting actions in relation to others' actions. Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do. Negotiation - Bringing others together and trying to reconcile differences. Abilities Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences. Oral Expression - The ability to communicate information and ideas in speaking so others will understand. Speech Clarity - The ability to speak clearly so others can understand you. Speech Recognition - The ability to identify and understand the speech of another person. Written Expression - The ability to communicate information and ideas in writing so others will understand. Near Vision - The ability to see details at close range (within a few feet of the observer). Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. Written Comprehension - The ability to read and understand information and ideas presented in writing. Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense. Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). Additional Information If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.

Job Description Our Member Experience Department is seeking a customer-focused and motivated Customer Service Representative to join our team! What You'll Do: Serve as a primary point of contact for internal and external customers, providers, and vendors. Manage a multi-line phone system while handling a variety of priorities, that keeps each day engaging. Troubleshoot, triage, and resolve inquiries to deliver an exceptional customer experience. What You Bring: High school diploma required. Minimum one (1) year of customer service experience, preferably in a call center or insurance-related environment. A team player with excellent communication skills and a customer focused mindset. What We Offer: Competitive compensation and performance bonuses Comprehensive benefits package including 401(k) with 200% match up to 6%, affordable health insurance premiums with wellness incentives, HSA with $500 annual company contribution, company paid individual dental, short- term and long- term disability insurance, 11 paid holidays, generous vacation and sick banks, and flexibility Support for continuing education and professional growth A beautiful campus with a collaborative, supportive, wellness-focused culture including onsite gym and café

Job Description Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have. Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position. Benefits Mon-Fri Schedule Responsibilities Process customer policy change requests. Secure all Trailing Documents from customers. Handle all incoming claim calls from customers. Complete Evidence of Insurance requests. Document each customer contact in AMS. Immediately greet all customers, entering the office, in a friendly and helpful manner. Treat each customer contact as a cross and up-sell opportunity including financial products. Verify phone numbers, addresses and email addresses with each customer contact and update customer information. Answer incoming phone calls on the first ring. Return all phone messages promptly. Thoroughly understand and follow all underwriting, rating and compliance requirements. Maintain knowledge of new products. Develop insurance quotes, makes sales presentations, and closes sales. Provide exceptional customer service. Be outstanding at relationship building. Maintain client relationships with follow up phone calls. Obtain prospects information such as name, address, vehicle information and enter into quote sheets. Foster strong relationships with our customers to maintain a high level of client retention and product loyalty. Provides on-going support to insurance clients as needed. Presents and explains insurance policy options based upon prospective client needs and their personal goals. Provide customers with additional information about new products and services. Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe. Assess and identify the wants and needs of your customer(s) over the phone Educate clients on the insurance policies that best suit their needs Provide policies to new clients and explain benefits/risks of the policy Requirements Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Possess an upbeat, positive and enthusiastic attitude. Be a great self-starter with a sense of urgency. Proficiency to multi-task, follow-thru and follow-up. Excellent Communication/interpersonal skills. Must have ability to multi-task. Professional phone etiquette. Follow through and exceed current and prospective client expectations. Excellent Spelling and Grammar skills. Great Customer Service Skills. Problem-Solving Capabilities. Works well with other employees and is a team player with a positive attitude. Strong work ethic and leadership skills. Strong communication skills, both oral and written. Ability to tactfully handle stressful and difficult situations. Be equipped with great listening and closing skills. A Property & Casualty license is preferred but will train good individual.

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