Finance service representative jobs in Portsmouth, VA - 393 jobs

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 about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. 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.

The Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and providing tailored recommendations on banking products and services, including checking and savings accounts, credit cards, loans, and digital banking solutions. In addition to a comprehensive retail training program designed to develop consultative sales skills, the Regional Banking Supervisor supports branch operations and ensures service excellence. This role provides an opportunity to lead by example, guiding team members in delivering personalized financial solutions while maintaining a high standard of customer satisfaction. As a member of the Regional Banking Team, you will be responsible for supporting multiple branches within Dollar Bank's Hampton Roads area. Travel reimbursement is provided after a specific mileage threshold is met. Qualifications: * High school diploma/GED required. * One year demonstrated track record of achieving sales goals is required with either College (Associate's) degree OR a minimum of 2 years demonstrated ability to deliver outstanding customer service in financial services or retail industry. * Leadership, supervision, or mentorship experiences required. * Ability to travel between multiple assigned branches according to business needs. * A valid driver's license and access to a reliable vehicle is required. * Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Principal Activities and Duties: * Build relationships with our customers by engaging in a consultative sales approach. * Utilize the relationship building skills taught through Dollar Bank's training program to create customer loyalty. * Educate our customers on ways to utilize technology in branch, online or mobile. * Utilize sound decision making skills while balancing customer service and financial loss. * Assist in training and development of new employees within the bank. * Learn how to open and close branches. * Adhere to all established branch operational processes and procedures. * Multitasking skills to quickly shift from transaction to transaction. * Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. * Arithmetic skills to count money accurately. * Computer literacy to access account information and process transactions. * Develop a thorough knowledge of Bank products and guidelines by attending the required classes. * Maintain a professional appearance and conduct yourself in a professional manner at all times. * Maintain the highest level of professional integrity and ethics. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

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

Gateway Services is North America's leading accredited pet aftercare provider offering 24/7 professional grief support, memorial keepsakes, pet burial, and fully trackable pet cremation. With 150+ locations, 2,000 team members and servicing over 17,000 veterinary clinics across North America, Gateway has built a solid reputation for providing compassionate and respectful aftercare for pets and the people who love them. Please visit Gateway Services Inc. to learn more about us. Pay Rate: $20-$23/hr Work Hours: M-F typically 6:30am-3:00pm Location: Agape Pet Services-Virginia Beach, VA Job Overview At Gateway, our Customer Service Representatives (CSRs) are relationship-driven professionals in a key customer-facing role. As the primary link between Gateway and our veterinary partners, CSRs build lasting relationships, manage customer needs, and resolve challenges with professionalism and compassion. This position goes beyond driving. While transportation is part of the job, CSRs spend their days engaging with clinics and communities, staying active, and representing Gateway with care and integrity. What you'll do: Serve as the main point of contact for veterinary clinics, providing reliable and compassionate service Build trusted relationships with clinic staff and families through empathy, respect, and professionalism Safely handle pets in the aftercare process with dignity and care Manage customer needs and solve problems effectively Support Gateway's reputation for exceptional service in every interaction What we're looking for: Strong relationship-builder with excellent communication skills Empathetic and respectful, especially toward families and pets in our care Organized, dependable, and committed to customer service excellence Comfortable with driving responsibilities and being active throughout the day Pet lovers and pet parents are especially well-suited to this role The CSR role reports to the Care Center Manager. Duties & Responsibilities Relationship management: Serve as the primary point of contact for veterinary clinics on your route. Build and maintain strong relationships with clinic staff to ensure satisfaction and efficiency. Develop and maintain strong relationships with veterinary clinic staff. Maintain and support growing account base. Educate clients on services, answer questions, and address concerns promptly. Address any inquiries or concerns raised by clinic employees regarding service quality and operational efficiency. Ensure clinics receive prompt and professional support for all their pet aftercare needs. 100% Service Perfection and Wow 'ng customers at every interaction. Collect feedback to improve service quality and enhance the overall customer experience. Service delivery: Address any service issues proactively and escalate concerns to the appropriate department when necessary. Educate clinics on company services, policies, and procedures to enhance their experience and optimize operations. Ensure that the collection of all pets from veterinary clinics is conducted with the utmost care and the highest level of professionalism. Living our Brand Promise and One Pet at a Time. Anticipate clinic needs before requested, ensuring the highest level of quality service. Maintain all proper documentation and tracking for all pets entrusted to you. Enhance the overall clinic experience by ensuring that clinic staff are appropriately informed on company services, policies, and procedures. Assist with administrative tasks related to client accounts, including billing inquiries and service modifications. Follow company safety guidelines, adhere to store policies, and maintain vehicle and equipment standards. Always maintain best in class service standards by ensuring that you always comply with proper uniform and vehicle cleanliness standards. A positive and welcoming attitude is a must. Product and Service Promotion: Educate veterinary clinic staff on new product launches and available commemorative merchandise for pet parents. Distribute authorized marketing materials to clinics and ensure product information is up to date. Identify potential sales leads and redirect them to the Business Development Manager for follow-up. Monitor inventory levels of promotional materials and request replenishments as needed. Key Performance Indictors Growing revenue from existing clinics (Same Store Sales Growth). Expanding services and products within your assigned route (Organic Growth). Retaining clinic partnerships and keeping them highly satisfied (Client Attrition Rate & NPS). Minimizing customer complaints and ensuring on-time, exceptional service. Education, Training & Qualifications High school diploma or GED required as minimum Prior experience in customer service, account management, or sales/route sales is highly desirable. Proficiency in CRM systems and sales tracking tools. Ability to work early morning hours, weekends, and holidays as needed. Basic math and computer skills for order placement and inventory tracking. Valid driver's license with a clean driving record. Skills and Abilities Empathy and Compassion: Deep understanding of pet parents' grief and the vital role of aftercare services. Training provided. Service Excellence: Dedication to delivering exceptional, white-glove customer service. Problem Solving: Focused on turning obstacles into opportunities to deliver smoother, more reliable service. Urgency and Precision: Ability to respond swiftly while maintaining accuracy and care. Sales Expertise: Skilled in professionally educating and informing clinic staff about products. Strong Relationship building skills. Energy and Professionalism: A proactive approach with strong interpersonal skills. Innovative Problem-Solving: Continuously seeking ways to enhance customer experience and service delivery. Strong Communication and Customer Focus: Excellent interpersonal skills with a customer-first mindset. Multitasking and Account Management: Ability to efficiently oversee multiple clinic accounts. Pet Handling Experience: Comfortable and experienced in professionally handling animals. Training provided. Independent Decision-Making: Capable of working autonomously in a fast-paced environment. Technical Proficiency: Skilled in using CRM software, email communication, and other computer applications. Physical Capability: Able to safely lift and transport animals of various sizes. Working conditions You'll be expected to deliver best-in-class service at every interaction, living out our brand promise of treating each pet with dignity and each client with utmost care. Daily direct interaction with veterinary clinic staff, including doctors, technicians, and reception teams, to ensure they feel supported and informed. Independent decision-making is essential, along with the ability to adapt quickly and solve problems proactively on behalf of clinics and pet parents. Exposure to the emotional aspects of pet loss and grief is common. Compassion and empathy are essential when working with veterinary teams and pet parents during sensitive situations. Flexibility is required to respond to time-sensitive needs from veterinary clinics and to ensure consistent, high-quality service. Frequent heavy lifting in a physically active environment. Maintaining professional appearance standards, including uniform and vehicle cleanliness, is required to uphold our brand and reassure clients. YOU'LL LOVE WORKING WITH US BECAUSE: The People. You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams - people you can be proud to work with! OUR CORE VALUES: People First Exceed Expectations (HIT) Honesty, Integrity, Trust Be Passionate and Caring Continuously Improve WHAT YOU CAN EXPECT FROM US: Generous salary and benefits package includes: 3 national medical plans that pay 100% after the members' deductible and copays 2 national dental plans that cover many services at no cost to the plan members National vision plan Company paid Life/ AD&D and LTD for all full-time employees Chance to purchase additional Life/AD&D coverage at discounted rates Critical Illness, Accident and Pet insurance are offered as an employee's choice Tax savings account: HSA, Health and Dependent Care FSAs 401(k) Retirement plan Potential for Career Growth Employee Assistance Program Paid Holidays & Time Off A Sense of Community Great Hearts & Minds Scholarship Program Gateway Tuition Reimbursement Program Gateway Services Inc. and our brands are committed to providing accessible employment practices and fostering a culture of diversity and inclusion. Our employees are our greatest asset and each employee's cultural differences, life experiences, self-expression, and unique capabilities are what build our company culture and success. If you require accommodation due to disability during any stage of the recruitment process, please notify Human Resources at *************************. New employees to Gateway will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov M-F typically 6:30am-3:00pm 40hrs per week minimum

Posting Details Posting Details Working Title Enforcement & Customer Services Officer Number HR4191 Department PARKING FACILITIES Hourly Type of Job Hourly/Wage EEO Category D Protective Service Workers Job Description The individual in this position is expected to perform duties within the Transportation and Parking Services Department with the primary responsibility being to write citations on vehicles found in violation of University Transportation and Parking Services regulations. The individual will disseminate parking and other directory information while in the field and occasionally working special events. Type of Recruitment Knowledge, skills and abilities Working knowledge of mobile devices (e.g. iPads) and associated software. Excellent verbal and written communication skills. Some experience in a customer relations type position. Demonstrated ability to interpret parking regulations. Demonstrated ability to work outside during inclement weather conditions. Demonstrated ability to lift 20 pounds. Demonstrated ability to read and write the English language. Special licenses, registration or certification Valid driver's license and insurable driving record. Education or training None Level and type of experience Some experience in a customer relations type position. Additional Considerations (supplemental knowledge, skills, abilities, education, experience, licensure, certification) Conditions of Employment Must have valid driver's license.This is an open until filled recruitment. This recruitment may close after the five-day required posting period when a suitable pool of applicants has been generated. Annual Salary/Hourly Rate Salary is commensurate with education and experience and begins at $ - $14.62 Posting Detail Information Job Requisition Number S03194 Job Open To General Public Open Date 01/16/2026 Close Date Open Until Filled Yes Special Instructions Summary Application must be complete. Criminal Background Check The final candidate is required to complete a criminal history check. College Home Page Department Home Page Equity Statement It is the policy of Old Dominion University to provide equal employment, educational and social opportunities for all persons, without regard to race (or traits historically associated with race including hair texture, hair type, and protective hairstyles such as braids, locks, and twists), color, religion, sex or gender (including pregnancy, childbirth, or related medical conditions), national origin, gender identity or expression, age, veteran status, disability, political affiliation, sexual orientation or genetic information. Individuals from minoritized communities, women, veterans and individuals with disabilities are encouraged to apply. Reasonable Accommodation Request If you are an individual with a disability and require reasonable accommodation, please contact the Division of Talent Management and Culture at *************. Alternative Hiring Process In support of the Commonwealth's commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth's Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly called a Certificate of Disability) provided by the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans may also apply via the AHP if they also provide an AHP Letter. To request an AHP Letter, use this link: ***************************************************** or call DARS at ************, or DBVI at ************. Pay Transparency Nondiscrimination Provision The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or consistent with contractor's legal duty to furnish information.

Job DescriptionROLE DESCRIPTION: As a Bank Products Position - Team Member with Shelton Lucas State Farm will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs and market appropriate products and services. QUALIFICATIONS: Interest in finance, economics, accounting, or a related field. Must be able to obtain life insurance, health insurance, and annuities licenses. Proven experience working in sales.. Proficiency in Microsoft Office applications. Strong sales skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred Ambitious and driven for success BENEFITS: Hourly plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within the Agency

BayPort Credit Union is seeking a Licensed Investment Representative to help employees, credit union members, and new clients reach their financial goals by providing them with exceptional personalized service and appropriate financial solutions. This individual will service an existing book of business while generating new clients. ESSENTIAL DUTIES AND RESPONSIBILITIES: Work in a sales capacity and identify and solve the financial needs of clients by offering investment products. Identify and evaluate customer and employee needs for financial services. Design and implement those services and products that respond to client needs and which are consistent with the mission of Credit Union. Write and follow an annual business plan which includes marketing, branch development, sales goals, sales activities, client development, etc. Represent the firm in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties. Identify and develop relationships with wholesalers. Keep current on investment products and services offered. Provide periodic client account reviews. Develop and maintain long-term relationships based on trust and respect for clients, employees and members. Follow through on the sales goals set forth by the investment program. Provide regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Provide excellent customer service. Processes account reviews on a monthly, quarterly and yearly basis. Follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer. Address and solve business-related challenges as needed. Work with branch managers to identify and leverage cross-sell opportunities. Drive investment and credit union integration initiatives, e.g. call nights, branch training, etc. Support all product and campaign launches. Supports Company Mission and Corporate Values QUALIFICATIONS AND REQUIREMENTS: Required Education: A college degree. Required Experience: Minimum 2 years financial services industry experience Preferred Experience: Previous experience working in credit union or community bank environment preferred. Required Knowledge: Active FINRA Series 6 or 7, 63/65 or 66 licenses and Virginia Life and Health Insurance Licenses. Exceptional sales orientation and in-depth investment knowledge. Skills and Abilities: Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team. Requires professional, well-developed oral, written, and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers Great organization skills Strong presentation skills Strong work ethic, self-starter Investment Representatives are employed by BayPort Credit Union and registered through CFS (Member FINRA/SIPC). CFS offers its representatives a supportive back-office staff, tomorrow's technology, a proprietary database for client information, and clearing through Pershing. To learn more about CUSO Financial Services, L.P., go to ****************

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

Job DescriptionBenefits: Bonus based on performance Opportunity for advancement Training & development ROLE DESCRIPTION: As a Financial Services Rep with Gina Lynch State Farm, you will successfully market the financial products and life insurance to manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 65, 6 and 63, SIE licenses preferred. VA Life License

Obtains financial data for use in maintaining accounting records. Serves as lead to provide training and guidance to Junior Accountant Position. Responsibilities Process refund checks weekly - reconcile data received from Payment Posting department for issuing of refund checks for patients and insurance companies Assist Senior Accountant Manages communication with clinical departments and works as a liaison to resolve discrepancies Audit and reconcile the daily cash bags received from approximately (20) twenty clinical departments consisting of cash, checks, and credit cards Enter eVA orders for EVMS Medical Group, including ordering EVMS Medical Group Administration supplies Scan and maintain journal entries in Banner and internal filing system Maintain and update the cash summary spreadsheets on a daily basis Coordinates special projects in the accounting department Ensures requisitions have appropriate documentation such as sole source forms, contracts, quotes, and invoices Coordinates and implements audit of clinical departments on cash bag procedures policy at least annually Sorting, coding, tabulating, and reconciling of the daily lock box (items received daily from the bank consisting of patient and insurance payments) Prepare data for Payment Posting department Prepares EVMS Medical Group annual purchase orders Research and tracks purchase orders and invoice payments. Provides status updates to invoice payment inquiries Reconcile refunds processed vs. refunds posted to general ledger Prepare general ledger journal entries as assigned Coordinate the packing, storing, and delivery of items for storage Performs other duties as assigned Qualifications Required: Ability to work with basic and intermediate business mathematical concepts Preferred: Attention to detail Experience in the healthcare industry Location : Location US-VA-Norfolk

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

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists. Responsibilities: Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs Required Qualifications: Demonstrates proven results exceeding goals in a client-centric, results-driven environment Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career Applies strong critical thinking and problem-solving skills to meet clients' needs Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Can learn and understand technology to assist clients with the latest in Digital and Digital banking Desired Qualifications: Experience in the financial services industry working with high-end clients providing advice on products and solutions for any stage of their lives Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded Prior experience providing excellent service to high-end clients and excelling in that environment Skills: Deposit Solutions Product Knowledge Customer and Client Focus Influence Relationship Building and Networking Executive Presence Sales Performance Management Analytical skills Presentation skills Influencing skills Problem solving Active listening and Communication skills Relationship Building Industry knowledge Time management Resilience Collaboration Business development focus Ability to overcome objections. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

ABNB Federal Credit Union is dedicated to being the best place you will ever work, starting with our comprehensive employee benefits package, which features affordable medical, dental, and vision plans to support your well-being and future growth in addition to: * Paid time off that begins accruing on your first day * Enjoy 11 paid federal holidays each year, giving you more time to relax and recharge * 401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting * Company-paid short-term, long-term disability, and employee life and AD&D coverage * A tuition reimbursement benefit which reflects our investment in your future * Competitive pay along with opportunities for annual raises and promotions * Paid community involvement opportunities offer rewarding chances to network, make a positive impact, and get involved in meaningful local initiatives * A supportive environment which fosters an employee-centric workplace where growth and member relationships are prioritize The role of the Member Service Representative is to assist members and prospective members with all areas of their Credit Union needs. Efficient and independently process financial transactions, explain services, set up new accounts, respond to problems, and direct members to the appropriate person(s)/department. Ensure the sales, service, and operational functions assigned are being performed efficiently and within guidelines. Support and assist members through all communication channels to include in branch, incoming and outbound calls, message center and by email. Key Responsibilities * Presents and explains Credit Union products and services to members and potential members; assists them in identifying credit union products to meet their financial needs. * Performs routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, Visa gift cards, reloadable travel cards, and issues debit cards. * Opens and closes all types of accounts and perform file maintenance as needed; ensures collection of all required signatures and documents. * Answers questions and assist in the resolution of problems by effectively listening and asking questions to understand problems, and identify solutions. * Maintains a professional and courteous attitude with everyone including co-workers, members, management, board members, and outside vendors. * Supports other branch locations and the Contact Center as needed. * Follows safety and security rules and regulations; helps to maintain the condition and appearance of the branch. * Participates in all training and continuing education classes as approved/recommended by supervisors, including online training classes. * Performing other duties as assigned. Requirements * Education: High School Diploma or equivalent. * Experience: One to three years of similar or related experience. * Other Skills: 1. Must be able to operate a PC and related software programs with average speed and accuracy. 2. Possess time management and organizational skills.3. Experience with Microsoft Office, Outlook, SharePoint is desired. * Physical Requirements: Must be able to sit or stand at a computer for extended periods of time and able to lift up to 15 pounds. * Interpersonal Skills: Excellent interpersonal skills to communicate effectively with members and employees in person, through electronic communication, and over the phone. Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. * Work Environment: In Office Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, marital status, pregnancy, disability, or protected veterans' status.

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

Full-time Description ABNB Federal Credit Union is dedicated to being the best place you will ever work, starting with our comprehensive employee benefits package, which features affordable medical, dental, and vision plans to support your well-being and future growth in addition to: Paid time off that begins accruing on your first day Enjoy 11 paid federal holidays each year, giving you more time to relax and recharge 401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting Company-paid short-term, long-term disability, and employee life and AD&D coverage A tuition reimbursement benefit which reflects our investment in your future Competitive pay along with opportunities for annual raises and promotions Paid community involvement opportunities offer rewarding chances to network, make a positive impact, and get involved in meaningful local initiatives A supportive environment which fosters an employee-centric workplace where growth and member relationships are prioritize The role of the Member Service Representative is to assist members and prospective members with all areas of their Credit Union needs. Efficient and independently process financial transactions, explain services, set up new accounts, respond to problems, and direct members to the appropriate person(s)/department. Ensure the sales, service, and operational functions assigned are being performed efficiently and within guidelines. Support and assist members through all communication channels to include in branch, incoming and outbound calls, message center and by email. Key Responsibilities Presents and explains Credit Union products and services to members and potential members; assists them in identifying credit union products to meet their financial needs. Performs routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, Visa gift cards, reloadable travel cards, and issues debit cards. Opens and closes all types of accounts and perform file maintenance as needed; ensures collection of all required signatures and documents. Answers questions and assist in the resolution of problems by effectively listening and asking questions to understand problems, and identify solutions. Maintains a professional and courteous attitude with everyone including co-workers, members, management, board members, and outside vendors. Supports other branch locations and the Contact Center as needed. Follows safety and security rules and regulations; helps to maintain the condition and appearance of the branch. Participates in all training and continuing education classes as approved/recommended by supervisors, including online training classes. Performing other duties as assigned. Requirements Education: High School Diploma or equivalent. Experience: One to three years of similar or related experience. Other Skills: 1. Must be able to operate a PC and related software programs with average speed and accuracy. 2. Possess time management and organizational skills.3. Experience with Microsoft Office, Outlook, SharePoint is desired. Physical Requirements: Must be able to sit or stand at a computer for extended periods of time and able to lift up to 15 pounds. Interpersonal Skills: Excellent interpersonal skills to communicate effectively with members and employees in person, through electronic communication, and over the phone. Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Work Environment: In Office Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, marital status, pregnancy, disability, or protected veterans' status.

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

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 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 **************************** . 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

ABNB Federal Credit Union is dedicated to being the best place you will ever work, starting with our comprehensive employee benefits package, which features affordable medical, dental, and vision plans to support your well-being and future growth in addition to: * Paid time off that begins accruing on your first day * Enjoy 11 paid federal holidays each year, giving you more time to relax and recharge * 401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting * Company-paid short-term, long-term disability, and employee life and AD&D coverage * A tuition reimbursement benefit which reflects our investment in your future * Competitive pay along with opportunities for annual raises and promotions * Paid community involvement opportunities offer rewarding chances to network, make a positive impact, and get involved in meaningful local initiatives * A supportive environment which fosters an employee-centric workplace where growth and member relationships are prioritize The role of the Member Service Representative is to assist members and prospective members with all areas of their Credit Union needs. Efficient and independently process financial transactions, explain services, set up new accounts, respond to problems, and direct members to the appropriate person(s)/department. Ensure the sales, service, and operational functions assigned are being performed efficiently and within guidelines. Support and assist members through all communication channels to include in branch, incoming and outbound calls, message center and by email. Key Responsibilities * Presents and explains Credit Union products and services to members and potential members; assists them in identifying credit union products to meet their financial needs. * Performs routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier's checks, Visa gift cards, reloadable travel cards, and issues debit cards. * Opens and closes all types of accounts and perform file maintenance as needed; ensures collection of all required signatures and documents. * Answers questions and assist in the resolution of problems by effectively listening and asking questions to understand problems, and identify solutions. * Maintains a professional and courteous attitude with everyone including co-workers, members, management, board members, and outside vendors. * Supports other branch locations and the Contact Center as needed. * Follows safety and security rules and regulations; helps to maintain the condition and appearance of the branch. * Participates in all training and continuing education classes as approved/recommended by supervisors, including online training classes. * Performing other duties as assigned. Requirements * Education: High School Diploma or equivalent. * Experience: One to three years of similar or related experience. * Other Skills: 1. Must be able to operate a PC and related software programs with average speed and accuracy. 2. Possess time management and organizational skills.3. Experience with Microsoft Office, Outlook, SharePoint is desired. * Physical Requirements: Must be able to sit or stand at a computer for extended periods of time and able to lift up to 15 pounds. * Interpersonal Skills: Excellent interpersonal skills to communicate effectively with members and employees in person, through electronic communication, and over the phone. Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. * Work Environment: In Office Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, marital status, pregnancy, disability, or protected veterans' status.