Finance service representative jobs in Meadowbrook, VA - 727 jobs
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Member Services Specialist
The Richmond Group USA 3.6
Finance service representative job in Richmond, VA
Are you a real people person who loves helping others and solving problems?
We're looking for a Client Liaison / Customer Support Pro (CSR-style role) who can be the friendly go-to for clients when they need answers, support, and quick solutions.
✅ What you'll love:
🏡 WFH 3 days/week (hybrid!)
⏰ Never any overtime (seriously - ever)
💰 Competitive pay
🙌 A role where being kind + proactive matters
✨ You'll be great if you:
Love talking to people (phone/email/chat)
Stay calm under pressure
Enjoy being the “fixer” + making someone's day easier
Have customer service/client support experience
Medial office/insurance industry experience is a HUGE PLUS!
If you are interested in this or future opportunities in your area, please send a Word-Formatted resume to us and we will contact you when opportunities arise that match your geography and experience. All inquiries are kept confidential, and your information will not be shared without your prior approval.
All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran, or any other characteristic protected by applicable law.
$34k-48k yearly est. 1d ago
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Service Sales Representative - First Aid and Safety
Cintas Corporation 4.4
Finance service representative job in Chester, VA
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$49k-82k yearly est. 4d ago
Customer Service Representative
Acoustical Solutions 3.7
Finance service representative job in Richmond, VA
Are you passionate about providing exceptional service? Do you thrive in a fast-paced, environment? Do you love to solve problems? Look no further! We're seeking a Customer ServiceRepresentative to join our team.
About us: We are a growing acoustical product manufacturer who is forward thinking, believes in continuous improvement that values integrity and innovation.
Brief Summary: The CSR or Customer ServiceRepresentative serves as the first point of contact for customers who have questions or issues related to a company's products or services.
ACTIVITES/TASKS
Manage a high volume of incoming phone calls.
Answers / manages phone calls, voice mails, emails, and other communications. Fields all customer inquiries and responds to / manages same. Directs customers to other staff when additional technical assistance is needed.
Generate sales leads or upsell opportunities if possible
Identify and assess customer needs to achieve satisfaction
Build sustainable relationships with customer accounts through open and interactive communication
Troubleshoot and investigate customer inquiries or complaints.
Ensure excellent service standards and maintain high customer satisfaction.
Participates in the daily management process every day. As for all team members, this role also tracks / plots data as assigned, and leads problem solving initiatives as assigned.
Supports and fully participates in the company's continuous improvement processes. “Follows and Lives” the company's stated values.
Flexibility to work extended hours and overtime as required to support inquiries Nationwide
Uses customer complaints and review feedback to improve website design, service offerings, and customer satisfaction. Assists with responses and resolution of customer issues and complaints.
Oversees corrections and improvements to product offerings to ensure accurate, competitive product positioning.
Regularly evaluates competitors with respect to pricing, delivery, service, quality, etc. and works with required production, sourcing, and web developers to offer best value in the industry.
Other duties and projects as may be assigned.
PHYSICAL REQUIREMENTS
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Extensive time spent sitting at a desk typing and speaking on phone
Ability to work in a high stress, face paced environment
Periodically subject to construction or warehouse environments
PROFESSIONAL COMPETENCIES DESIRED
AS degree in related field or relevant work experience in manufacturing / ERP environment. BS degree preferred but not required.
APICS or similar certifications preferred. (Company supports earning or continuing relevant certifications)
A minimum of 3 years' work experience in a customer service role required.
High proficiency in Microsoft Office suite required. ERP data entry experience preferred.
Self-motivated, high-energy level and a “willingness to go the extra mile”.
Excellent writing and verbal communication skills.
Strong follow-through skills to complete tasks “on time” and accurately.
Knowledge of Bill of Materials and Production Routers.
Excellent communication skills and a positive attitude
Strong problem-solving abilities
Patience and empathy
Ability to multitask and prioritize effectively
Quick learner who pays attention to detail
SAFETY REQUIREMENTS
Adheres to Acoustical Solutions Health & Safety manual
Attends all company safety meetings.
Ability to lift 25 pounds.
Wears appropriate PPE when required.
PERKS:
Competitive salary and benefits package
Opportunities for growth and advancement
Fun supportive team culture
$24k-32k yearly est. 4d ago
HVAC Service Sales Representative
Warwick Mechanical Group
Finance service representative job in Richmond, VA
Objective:
This position is responsible for generating new business and expanding existing client relationships through business development, cold calling, and strategic prospecting. The ideal candidate will have a strong understanding of commercial HVAC systems, a solid sales track record, and the ability to build long-term partnerships with building owners, property managers, facility directors, and decision-makers across various industries.
Key Responsibilities:
Business Development:
Develop and maintain relationships with owners, facility managers, property managers, engineers, and general contractors.
Generate leads through cold calling, networking, referrals, and industry events.
Conduct client meetings, presentations, and site visits to assess client needs and promote services.
Project Sales:
Identify and sell retrofit, replacement, and HVAC projects by understanding client needs and offering tailored service solutions.
Collaborate with operations, engineering, and estimating teams to develop proposals and deliver solutions tailored to client needs.
Qualifications and Experience:
3+ years of B2B sales experience in the HVAC, mechanical, or building services industry required.
Experience selling service contracts and/or HVAC retrofit projects strongly preferred.
Strong knowledge of commercial HVAC systems, terminology, and industry trends.
Excellent communication, negotiation, and relationship-building skills.
Proven ability to meet or exceed sales goals.
Self-starter with strong time management and organizational skills.
Proficiency in Microsoft Office and Timberline - Service Management.
Valid driver's license and ability to travel throughout Central Virginia.
Comfortable working independently and as part of a team in a fast-paced, performance-driven environment.
Join our team and help drive HVAC service and project growth through meaningful relationships and technical solutions that improve comfort, reliability, and efficiency for our clients.
EEO Policy Statement
Warwick Mechanical Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Warwick Mechanical Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Warwick Mechanical Group expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status. Improper interference with the ability to Warwick Mechanical Group employees to perform their expected job duties is absolutely not tolerated.
$41k-77k yearly est. 2d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance service representative job in Richmond, VA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$67k-125k yearly est. Easy Apply 60d+ ago
Consumer Personal Banker (Laburnum Branch)
Atlantic Union Bank 4.3
Finance service representative job in Richmond, VA
This position is responsible for providing a best in class customer experience while assisting new and existing customers through needs based conversations and providing appropriate solutions to meet their immediate, short term and long term financial needs.
Position Accountabilities
Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience
Develop and maintain knowledge of bank products, services, including other lines of business
Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)
Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting
Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
Promote the branch's overall growth through the development and retention of new and existing customers
Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Uncover and provide solutions for lending needs
Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals
Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
Perform complex branch operational duties as assigned
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bancshares' BSA/AML Policy and Procedures.
Ensure that all required training is successfully completed
Other duties as assigned
Organizational Relationship
This position reports to the assigned leader of the branch.
Position Qualifications
Education & Experience
Possess or be able to obtain an NMLS registration
High school diploma or equivalent required, associate's degree preferred
Minimum of 2 years experience in banking or financialservices preferred
Minimum of 2 years developing customer relationships, achieving sales/production goals, and building referral sources preferred
Minimum of 1 year previous lending experience required
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$28k-37k yearly est. 4d ago
Member Service Representative (Full-Time) - Williamsburg
Navy Federal Credit Union 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
.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
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Media IP Limited. All rights reserved. Used under license.
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and
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$25k-32k yearly est. 4d ago
Banking Associate-PT
First Bank 4.6
Finance service representative job in Chester, VA
Manage individual cash drawer and process customer transactions Maintain established teller cash drawer limits (top & bottom) and adhere to the work quality standards as outlined in the Teller Balancing Standards.
Assist customers with account maintenance, service issues and inquiries to include but not limited to change of address, debit card servicing, stop payment, etc.)
Assist with all bank functions (e.g. night drop, notary, ATM duties)
Cross-sell additional bank products other than those requested by the customer.
Achieve stated individual sales goals.
Refer clients to other departments
Provide exceptional customer service.
Be flexible and adaptable to frequent changing environments, particularly important for Banking Associates who often work outside of their home branches.
Be up to date with all technology and remote services.
Attendance: Reporting to work on time and on scheduled day at your scheduled location.
Face-to-face interaction with co-workers and the ability to work in a team environment.
This position is approx 25 hrs a week
Other Duties: (Additional things necessary to assist)
Perform other branch specific tasks as defined by the Banking Center Manager or the Assistant Banking Center Manager.
Process loose coin and maintain the coin machine.
Facilitates cash shipments/orders
Assist in balancing vault and ATM cash.
Order branch supplies as required by branch activities.
Assist customers in entering their safe deposit boxes.
Log activity and customer interaction in Synapsys
Liaison to special projects.
Training: (Training required to be fully proficient in this position)
Computer/Software training.
Product specific training (e.g. IRA's).
Quality customer service, including telephone etiquette.
Bank security.
Regulation CC (Procedures for placing holds on checks)
HR training
Bank Secrecy Act
Privacy Act
Other compliance training as assigned
Communication: (Requirement to communicate orally and verbally)
Each Banking Associate must possess well refined verbal and written communications skills to effectively and efficiently execute their duties. Effective communication with subordinates, management, and customers will greatly impact the success of the branch.
Knowledge and Skills: (Any academic levels, years of experience or required skill)
Proficiency in the above listed "training" requirements will be expected of each Banking Associate. Due to differences in personal experiences and education levels, these skills will be evaluated on an individual basis. Each Banking Associate will be required to pass a product proficiency exam annually and adhere to teller balancing standard requirements.
Working Conditions: (How much time is spent standing, sitting, talking, use of hands, requirements to lift maximum weight amount and frequency)
Depending upon the role of the Banking Associate, the majority of the day is generally spent at either the teller window or at a desk. The BA position requires the ability to move about the office and continuously operate a computer and other office machinery. In addition, some duties require the ability to move 45lbs.
$103k-152k yearly est. 12d ago
Floral Customer Service Representative (Part-Time)
Cross Creek Nursery 3.7
Finance service representative job in Manchester, VA
Schedule: 2-3 days per week, 8:00 AM - 5:00 PM Availability: Must be available to work Saturdays Note: Additional hours required during major floral holidays (Christmas, Valentine's Day, Mother's Day, Thanksgiving)
We are seeking a positive, organized, and detail-oriented Part-Time Floral Customer ServiceRepresentative to join our busy floral department. This role is essential for ensuring excellent customer communication, accurate order processing, and smooth coordination with our delivery team.
The majority of this role involves answering incoming phone calls, assisting customers with placing orders, and supporting our team with daily operations. You will also help coordinate with delivery drivers and occasionally field phone calls for other departments. The ideal candidate is a team player with a friendly attitude, excellent communication skills, and the ability to stay organized in a fast-paced environment.
Key Responsibilities:
Answer incoming florist-related phone calls with professionalism and courtesy
Accurately process customer floral orders for same-day or scheduled delivery
Coordinate and communicate with delivery drivers regarding orders
Respond promptly to floral department emails
Occasionally answer calls for other departments and provide basic company information
Reconcile monthly floral statements and prepare outgoing invoices
Organize and file floral department paperwork
Support the team during high-volume holiday weeks with extended hours
Qualifications:
Prior customer service or administrative experience preferred
Strong verbal and written communication skills
Excellent organizational skills and attention to detail
Ability to work independently and handle multiple tasks
Positive attitude and a collaborative, team-oriented mindset
Availability to work extra hours during peak floral holidays
Familiarity with FTD systems is a plus
Position Details:
Part-Time: 2-3 days per week
Hours: 8:00 AM - 5:00 PM (8-9 hour shifts)
Required Availability: Saturdays and major floral holidays
$26k-34k yearly est. 60d+ ago
Associate Principal, Financial Aid Optimization
EAB 4.6
Finance service representative job in Richmond, VA
At EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve.
At EAB, we serve not only our partner institutions but each other-that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards.
For more information, visit our Careers page.
The Role in Brief:
Associate Principal, Financial Aid Optimization
Our Financial Aid Optimization division provides custom revenue optimization models designed to meet strategic enrollment objectives for client colleges and universities across the country. The Associate Principal position works closely with a data analyst team to find data-based insights to help optimize enrollment outcomes for a diverse and compelling portfolio of college and university clients. Associate Principals assist in all areas of our analysis, which includes having a working understanding of how analysis is constructed, coordinating project deliverables and meetings, interpreting and presenting the analysis to clients, and working to help clients formulate the best strategic uses of financial aid to achieve their enrollment goals. This position requires the ability to master the interpretation of the analysis and to effectively work with clients.
This hire may be based in Richmond, VA; Washington, DC; or Bloomington, MN; this position is also open to remote employment within the continental United States.
Primary Responsibilities:
Understand how the economy, public policy, and public perception of the value of a college degree are affecting the behavior of students and their families
Learn the recent enrollment history for each client, as well as their goals and objectives
Understand the basics of how our analysis and simulations are constructed
Interpret the descriptive slides and present the findings to clients
Utilize the live simulation model to help clients set their aid policy
Monitor the progress of clients toward their goals
Present to committees and boards to educate and instill institutional knowledge and lead discussions on performance trends and simulations regarding enrollment and financial aid
Answering ad hoc data-related and policy questions
Because we work on both the academic calendar of colleges and the 18-month enrollment cycle (which has intense activity at specific points during the cycle), there are periods in which our work will require some evening or weekend work.
Basic Qualifications:
Bachelor's degree
7+ years of relevant work experience in which managing client/external relationships was a primary responsibility
5+ years of experience in admissions or financial aid at a four-year college or university
Experience aligning strategic insights and solutions to client goals
Professional or academic experience with a quantitative or data analysis focus
Ability to persuasively present to clients and colleagues EAB's commitment to forward leaning, innovative strategies that successfully achieve their desired outcomes
Proven relationship building, collaboration/teamwork orientation, and ability to influence for win-win outcomes
Proficiency in Excel, Word, and PowerPoint
Ability to travel up to 25% - this position requires travel to 15 - 20 college campuses during the summer and fall and intermittently throughout the rest of the year
Ideal Qualifications:
Graduate degree
Experience with graduate, professional, or law admissions financial aid
Experience leading large projects or events
Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging in support of EAB's mission, values, and aspiration.
If you've reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome new perspectives and learn from each other's unique experiences. We would encourage you to submit an application if this is a role you would be passionate about doing every day.
Compensation:
The anticipated starting salary (base) range for this role is $75,000 - $100,000 per year. Actual salary varies due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting salary range for their role.
This hire will additionally be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on various factors, such as individual and organizational performance.
Benefits:
Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include:
Medical, dental, and vision insurance plans; dependents and domestic partners eligible
20+ days of PTO annually, in addition to paid firm and floating holidays
Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each)
401(k) retirement savings plan with annual discretionary company matching contribution
Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans
Employee assistance program with counseling services and resources available to all employees and immediate family
Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation
Fertility treatment coverage and adoption or surrogacy assistance
Paid parental leave with phase back to work program for birthing and non-birthing parents
Access to milk shipping service to support nursing employees during business travel
Discounted pet health insurance coverage for dog and cat family members
Company-provided life, AD&D, and disability insurance
Financial wellness resources and membership in a robust employee discount program
Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunities
Benefits kick in day one; learn more at eab.com/careers/benefits.
This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future.
At EAB, we believe that to fulfill our mission to “make education smarter and our communities stronger” we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard.
To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don't discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.
$75k-100k yearly 11d ago
Financial Services Associate
Davenport 4.3
Finance service representative job in Richmond, VA
Department: FinancialServices This position will be responsible for assisting the FinancialServices Department with a wide variety of assignments that support departmental administrative and marketing efforts. RESPONSIBILITIES:
Responsibilities of this position include, but are not limited to:
* Assisting with inquiries and requests from Financial Advisors and Client Service Associates
* Processing and analyzing business requests relating to retirement plans, donor advised funds and other products supported by FinancialServices
* Creating and maintaining internal forms and marketing pieces
* Maintaining the FinancialServices intranet page
* Assisting with data gathering and entry for financial plans
* Assisting department members with special projects and meetings
QUALIFICATIONS:
* College degree
* Professional and service-oriented demeanor
* Strong organizational and problem-solving skills and attention to detail
* Ability to handle and prioritize multiple tasks within a stated deadline
* Ability to take direction and complete assignments with little supervision
* Proficient with Excel and other Microsoft Office products
* Desire to work in a team environment and the ability to thrive in a fast-paced and changing work environment
SALARY & BENEFITS:
We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high-deductible health plan with an HSA, an on-site Health Center, Paid Time Off and elective dental and vision benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.
DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
$29k-45k yearly est. 12d ago
Financial Representative State Farm Agent Team Member
Tyler Tiesing-State Farm Agent
Finance service representative job in Chester, VA
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Paid time off
Training & development
Opportunity for advancement
ROLE DESCRIPTION: Tyler Tiesing - State Farm Agent is seeking a qualified and empathetic professional for the role of FinancialRepresentative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.
As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success every day.
Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
QUALIFICATIONS:
Possess excellent communication skills.
Display good analytical skills.
Provide excellent customer service.
Accredited with the Financial Industry Regulatory Authority (FINRA)
Life/Health Insurance License
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
Licensing reimbursement after 3 months
Signing bonus for pre-licensed professionals
$34k-69k yearly est. 30d ago
Financial Service Representative (Oxbridge Location)
Argent Federal Credit Union
Finance service representative job in Richmond, VA
Job Description
As a FinancialServiceRepresentative, you represent a significant part of our operations team and your passion for driving exceptional customer service is a real opportunity to demonstrate Argent Credit Union's dedication to being our members trusted financial partner and our commitment to the well-being of our community. The purpose of this role is to develop & enhance the full member relationship from opening of an account to sharing various services offered by the credit union.
Join the Argent Credit Union family if you want to make a real difference. Your goal is to maximize the member experience by accurately and efficiently processing financial transactions.
The right candidate should exhibit and be willing and able to:
Exhibit professionalism and trustworthiness
Navigate multiple systems while interacting with members and processing transaction services.
Exercise active listening skills.
Cross-sell credit union products, services and promotions.
Meet or exceed assigned job production guidelines.
Desired Skills:
Banking, financial and cash handling background preferred.
Ability to set priorities and multitask.
Ability to handle sensitive information with discretion.
Excellent verbal and written communication skills
Proven record of providing both internal and external customer service
Attention to detail
Qualifications:
High School Diploma or Equivalent
Previous experience in customer service and/or cash handling is preferred.
One year of experience as a credit union or bank teller preferred.
Join the Argent Credit Union family and be a part of an organizational culture where taking great care of our employees is what matters.
$27k-48k yearly est. 9d ago
Mortgage Servicing Officer
Ascending
Finance service representative job in Richmond, VA
Job DescriptionLoan Servicing Officer
Employment Type: Long-term Contract Portfolio: Rental Housing
We are seeking a highly organized and detail-oriented Loan Servicing Officer to join our team. In this role, you will play a vital part in the administration and servicing of loans within our specialized rental housing portfolio. You will be responsible for coordinating daily loan activities, managing high-accuracy data entry, and overseeing the transition of loans from construction to permanent status, ensuring a seamless onboarding experience for our clients.
Key ResponsibilitiesLoan Administration & Operations
Daily Coordination: Execute daily loan administration activities to maintain the health and compliance of the rental housing portfolio.
Data Management: Oversee and manage precise data entries within loan servicing systems to ensure real-time accuracy of records.
Loan Closings: Lead and oversee the complexities of both construction and permanent loan closings.
Onboarding & Setup: Facilitate the end-to-end setup of new loans, ensuring all documentation and system parameters are correctly established.
Stakeholder Engagement & Support
Servicing Orientation: Conduct comprehensive orientation sessions for new borrowers to explain loan servicing requirements and processes.
Cross-functional Collaboration: Partner with internal departments and external stakeholders to streamline operations and resolve servicing inquiries efficiently.
QualificationsRequired Experience & Skills
Professional Experience: 2-4 years of experience in multifamily loan servicing, escrow administration, asset management, or housing finance operations.
Domain Expertise: In-depth knowledge of rental housing finance and standard industry loan servicing practices.
Technical Proficiency: Hands-on experience with dedicated loan servicing systems and the Microsoft Office Suite (advanced Excel, Word, and Outlook).
Attention to Detail: Strong organizational skills with a focus on accuracy and adherence to loan documentation standards.
Preferred Qualifications
Specialized Programs: Prior experience working with affordable housing programs, including LIHTC, HUD, and state housing finance agency initiatives.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
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$41k-68k yearly est. 6d 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. 29d ago
Private Client Banker - Broad St and Willow Lawn - Central VA Market
JPMC
Finance service representative job in Richmond, VA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in 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: **************************************************************************
$34k-77k yearly est. Auto-Apply 60d+ ago
Premier Banker - Floater - Richmond, Virginia
New Horizon Bank-National Association
Finance service representative job in Richmond, VA
Full-time Description
At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better - for our clients and for each other. This isn't a place for red tape; it's a place for builders. From product design to client experience to operations, we're constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you're energized by momentum, motivated by results, and excited to shape the future of banking, you'll feel right at home here.
General Job Summary:
New Horizon Bank is seeking a Premier Banker to play a unique role at our new Operations Center location. This role provides a unique opportunity for a trained and experienced Premier Banker to wear several hats, allowing for growth and diversification of skill sets beyond the role of a typical Premier Banker.
Essential Duties and Responsibilities:
Concierge Banking:
Offer personalized, white-glove service and support to our customers including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts.
Process regular teller transactions for customers including servicing customer accounts, accepting loan payments, cashing checks, verifying currency, balancing the cash drawer and ATM, initiating night deposits, and other related duties.
Provide comprehensive online, mobile and electronic banking support to customers.
Maintain proper security in teller cash and reserve handling, ensuring currency and coin are properly controlled at all times.
Open and close the Bank with an emphasis on security.
Operational duties including NSF, dormant accounts, OD, charge off, debit cards, online banking, and safe deposit boxes.
Participate in activities for generating new business such as special events.
Work from all other locations from time to time as capacity needs arise.
Office Management and Reception:
Greet customers and direct guests, ensuring a professional and welcoming experience.
Handle incoming calls for the bank and direct them to the appropriate department or staff member.
Maintain supply inventory for the branch and attached corporate office.
Requirements
Required Knowledge, Skills, and Abilities:
Ability to multi-task with an emphasis on accuracy and attention to detail
A good understanding of computer functions and typing skills
Strong organization skills and problem solving
Basic understanding of financial products and services and the ability and willingness to continue to learn
Assessing customers' needs, providing appropriate recommendations, and building customer relationships to optimize opportunities with new and existing customers
Exceptional written and verbal communication skills
Ability to adapt to changing demands and requirements
Compliance with BSA regulations as appropriate to the position
NMLS approval as a Mortgage Loan Officer
Education and Experience:
High School diploma.
A minimum of 2 years' Premier Banker experience, preferably with a community bank.
$34k-77k yearly est. 12d ago
Service Car Wash Associate
McGeorge Toyota 4.0
Finance service representative job in Laurel, VA
McGeorge Toyota has more work than we can currently handle! This is a rare opportunity to become a part of the McGeorge Team!
Applicant must be able to wash vehicles for our service department. Applicants must be detailed oriented and have the ability to work in a fast-paced team environment. This is an hourly position.
Responsibilities
Cleaning vehicle interiors and exteriors in compliance with all company standards.
Operating buffers, steamers, hoses, vacuums, and other equipment to meet service expectations.
Using cleaning, protective, and restorative agents to maintain and enhance the appearance of vehicles.
Moving and parking vehicles.
Qualifications
Available to work flexible hours & weekends
Ready to hit the ground running
Professional, well-groomed personal appearance.
Clean driving record
Willing to submit to a pre-employment background check & drug screen
What We Offer
Medical and Dental
401K Plan
Paid time off and vacation
Growth opportunities
Paid Training
Employee vehicle purchase plans
Family owned and operated
Long term job security
Health and wellness
Flexible Work Schedule
Saturday Lunches
Discounts on products and services
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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$28k-37k yearly est. 60d+ ago
Customer Service Representative - Richmond, VA
Kedia Corporation
Finance service representative job in Richmond, VA
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.
$25k-33k yearly est. 1d ago
Customer Service Representative
Copart 4.8
Finance service representative job in Sandston, VA
Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology.
The Customer ServiceRepresentative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned.
Required Skills and Experience:
One year of office support experience in a customer service role preferred
High School diploma
Excellent customer service skills and attitude
Excellent written and verbal skills
Proficient with office equipment
Attention to detail
Problem-solving
Computer proficiency - MS Suite
Typing speed 45WPM
Professional appearance
Ability to multi-task in a fast-paced environment
Bilingual skills a plus
Occasional overtime as needed
Pay: $18.00 - $20.29/ Hour.
Benefits Summary:
· Medical/Dental/Vision
· 401k plus a company match
· ESPP - Employee Stock Purchase Plan
· EAP - Employee Assistance Program (no cost to you)
· Vacation & Sick pay
· Paid Company Holidays
· Life and AD&D Insurance
· Discounts
Along with many other employee benefits.
At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully.
E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program:
E-verify Participation
Right to Work
$18-20.3 hourly Auto-Apply 4d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Meadowbrook, VA?
The average finance service representative in Meadowbrook, VA earns between $21,000 and $62,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Meadowbrook, VA
$36,000
What are the biggest employers of Finance Service Representatives in Meadowbrook, VA?
The biggest employers of Finance Service Representatives in Meadowbrook, VA are: