Customer Service Representative
Finance service representative job in Richmond, VA
We are looking for a dedicated and empathetic Inbound/Outbound Call Center Representative to join our Patient Services team. In this role, you will be responsible for making inbound/outbound calls to an existing patient list to schedule doctor appointments. The ideal candidate will have excellent communication skills, a compassionate approach to patient interactions, and the ability to manage a high volume of calls efficiently.
Key Responsibilities:
Outbound Calling: Make a minimum of 25 outbound calls per hour to existing patients to schedule doctor appointments.
Inbound: Take high volume incoming calls from patients to assist in scheduling doctor appointments. Navigate through multiple applications to answer insurance and account questions.
Appointment Scheduling: Accurately book and confirm appointments based on patient availability and doctor schedules.
Patient Interaction: Engage with patients in a courteous and professional manner, addressing their questions or concerns and providing relevant information about their appointments.
Data Management: Update patient information, appointment details, and call outcomes in the company's scheduling and CRM systems.
Documentation: Maintain accurate records of patient interactions and appointment status, ensuring all information is entered correctly and promptly.
Compliance: Adhere to privacy regulations and company policies regarding patient information and appointment scheduling.
Feedback and Improvement: Report any issues or patient feedback to the Call Center Manager to help improve processes and patient satisfaction.
Qualifications:
Experience: Previous experience in a call center or customer service role is preferred, particularly in a healthcare setting. Training will be provided.
Communication Skills: Strong verbal communication skills with a focus on clear, compassionate, and effective patient interaction.
Organizational Skills: Excellent organizational skills with the ability to manage multiple tasks and maintain a high level of productivity.
Technical Proficiency: Familiarity with scheduling software and CRM systems is a plus; proficiency in data entry and computer use required.
Attention to Detail: High attention to detail to ensure accuracy in scheduling and patient information.
Empathy: Ability to approach each call with empathy and professionalism, particularly when dealing with sensitive patient information.
Working Conditions:
Schedule: Full-time. Flexibility in scheduling may be required based on call volume and patient needs.
Environment: Remote
HVAC Service Sales Representative
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.
Proprietary Equity Trader Position
Finance service representative job in Richmond, VA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyClient Services Representative I
Finance service representative job in Richmond, VA
Dominion Payroll is hiring a Client Services Specialist I in Richmond, VA!
If you're looking for an exciting career with one of the fastest growing, independent payroll companies in the country, with a team of motivated colleagues and proven leaders providing unlimited learning potential, then Dominion Payroll is where you want to be. We pride ourselves on being a successful alternative to large, publicly-owned payroll companies. At Dominion Payroll, we bring unique solutions to the marketplace and strive to delight our customers every day. We are engaged in our communities and contribute to local non-profits. Join us today to learn why we're quickly becoming the premier choice in customized payroll and HR solutions.
Reasons you should join Dominion Payroll:
Rock solid industry leader for HCM and payroll and original partner in the iSolved Network
An Inc. 5000 honoree for 12 consecutive years for being one of the fastest growing companies in the country
Renowned for 99% customer retention with industry leading Net Promoter Score
Proprietary, web-based technology that provides competitive advantages
Locally owned and operated
Phenomenal opportunities for advancement
Here's what you'll do day-to-day:
Retrieves payroll information from clients, by phone, email and other means, prepares reports for client's review, and processes requests in a timely and accurate manner.
Researches, analyzes, and resolves payroll-related problems or questions directly with clients.
Maintains payroll operation by following policies and procedures; reporting needed changes.
Protects payroll operation by keeping information confidential
Contributes to team effort by accomplishing goals and related results to meet daily and weekly deadlines
Meet and maintain established ticket metrics with supervision, exposure, and experience with client phone calls.
Establish and build healthy working relationships with clients, vendors, and peers.
Updating all client employee information, deductions, earnings, salary, direct deposits, etc. as requested by client.
Required to be phone back up for the tier 2 team when needed.
Understand garnishments and able to explain our procedures.
Review & resolve any escalations, also inform manager of any escalated issues.
Must provide excellent customer service and be able to work well with clients and internal staff.
Guides clients in employee lock outs and client user set ups.
Update all client bank accounts at client request
Research billing inquiries.
Perform additional duties as required, including special projects and audits.
Provide training and support for services such as ESS, PTO, and time keeping via Zendesk
Participate in weekly Learning & Development trainings, iSolved release meetings, products solutions, and all applicable company trainings
Accruals and absences regarding set up and troubleshooting
Setting up workflows for clients and testing them to ensure they work.
Utilizing the organizational table and miscellaneous fields and updating and setting up.
Here's what we're looking for:
Must be highly proficient and fully functional in all Microsoft Office applications and be able to effectively utilize available office management technology.
Ability to work independently, be self-motivated, detail-oriented, and organized.
Excellent verbal and written skills
A positive and upbeat attitude.
Exceptional organizational skills and multi-tasking abilities along with attention to detail and a high degree of accuracy
Preferred knowledge of applicable federal and state wage tax laws and compliance regulations surrounding payroll
Preferred customer service experience
Must have the ability to take initiative and manage multiple detailed tasks in a fast-paced, highly complex, and deadline-oriented service environment.
Must be flexible and able to work overtime when necessary.
Able to deal with difficult, sensitive, and confidential issues.
Professional, articulate, and able to use good independent judgment and discretion.
Understanding, embrace, and embody DP Core Values. These core values, clearly define the DP culture, and they must be reflected in everything we do and every interaction we have. Our core values are the framework from which we make all our decisions.
Community: We are stronger together than apart. Connection to our communities helps us better connect with ourselves and have a positive impact on both. Knowing and caring for each other helps to deepen trust and partnership which brings clarity and purpose to our work.
GSD: Get Shit Done! Start right now and don't stop. WE are never done.
Rise Above: Expectations, disagreements, ego, challenges - push yourself to become the best version of you.
Passion: Bring passion to every day by creating meaningful impact in your work, for our clients, relationships, and our communities.
Create Culture: Culture enhances our quality of daily life and increases opportunities for learning, understanding, and growth.
DP NO SE Vera: Never get stuck. We find a way to make a way.
Excellence: Don't let good be the enemy of great. Every single thing that you do matters!
Company Perks:
Robust 401k match program 💸
Significant paid time off plus company paid holidays
16 hours of community volunteer paid time off ⏰
Quarterly community-focused opportunities 🌍
Friday lunch 🍴
Close at 4pm on Fridays 🌞
Wellness and employee assistance programs
Dominion Payroll is proud to be an equal opportunity employer and encourages veterans and those self-identified as diverse to apply. We are committed to providing an inclusive and welcoming environment for all members of our community. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. All employment decisions are based on qualifications, merit, and business needs.
Associate Banker (20 Hours) S Laburnum at White Oak, Henrico, VA
Finance service representative job in Richmond, VA
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Auto-ApplyCustomer Service Representative
Finance service representative job in Richmond, VA
Job Description
Michael and Son Services has been in business since 1976. Our mission is to exceed our customer's expectations and provide a memorable experience. Michael and Son Services, Inc. is the premier, multi-state provider of Electrical, Plumbing, HVAC, Handyman, and Restoration Services. Our company provides an excellent work environment and is passionate in it's dedication to achievement. We place an enormous value on the welfare and commitment of our employees as well as the superior level of service they provide to our customers.
The Customer Service Representative should be skilled at higher level thinking, be able to approach the customers as a trusted advisor and consultant, to ask qualifying and insightful questions, probe for the customer's need and uncover issues, and provide detailed work requirements so the technician can properly detail work requirements for customers. Service Titan experience would be helpful but is not required.
We train our Representatives to be successful.
This is a full-time position of 40 hours per week in our Richmond Call Center. Overtime is available during our peak times.
Job Functions:
Open and maintain customer accounts
Recommend beneficial products or services to customers to solve their needs
Contribute to team effort by accomplishing related results as needed
Build sustainable relationships of trust through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution
Keep records of customer interactions, process customer accounts
Follow communication procedures, guidelines and policies
Go the extra mile to engage customers. Other duties as assigned
Requirements:
Proven customer support experience. Familiar with computer functionality
Track record of over-achieving
Strong phone contact handling skills and active listening
Customer orientation and ability to adapt/respond to different types of personalities
Flexible schedule, must be able to work weekends
Team Oriented
Excellent communication and presentation skills
Ability to multitask, prioritize and manage time effectively
Bachelor's or Associate's Degree Preferred, High School Diploma or GED Required
Must possess higher level thinking skills, ability to follow a set process. Strategic thinker mindset
Must be able to successfully pass a comprehensive background check
Customer Service Representative top skills and proficiencies:
Positive Attitude
Compassionate
Goal Oriented
Problem Solving
Loves Helping People
Likes to Have Fun
Solution/Consultative sales skills, ability to conduct a needs assessment and uncover issues, then communicate these needs and issues to the right trade while setting p the service call
Duties:
Handle inbound customer service inquiries and maximize sales opportunities
Strive to achieve goals using approved scripts, strategies and technology
Probe for additional sales opportunities (cross-sell)
Remind previous clients of recommendations made my technicians and assess current needs
Coordinate service appointments
Why should you work for the Michael and Son family?
We promote from within
We build leaders who are developed, coached and trained
We provide career pathing with continuous training and development
You will be working with a great group of like-minded, high performing people
Benefits:
Excellent hourly pay rate + Bonus
Comprehensive benefits after 30 days including Medical, Dental and Vision
Supplemental Life Insurance, Short Term and Long Term Disability, Legal Shield and FSA
401K Plan with Company match
Paid Holidays and Paid Time Off
Growth Potential
Michael and Son Services provides Equal Employment Opportunities to all qualified applicants for employment and prohibits discrimination and harassment of any type and/or other characteristics protected by federal, state or local laws.
#MSEC1
#ZR
Customer Service Representative - Entry Level
Finance service representative job in Richmond, VA
Job Description
We're looking for an enthusiastic, compassionate Customer Service Representative to join our nonprofit outreach team. This is an ideal role for someone who loves meeting new people, supporting meaningful causes, and developing real-world communication and donor engagement skills.
In this position, you'll represent some of the nation's most respected nonprofit organizations, helping expand their donor networks and strengthen long-term supporter relationships. Our outreach model focuses on face-to-face conversations, allowing you to build genuine connections that inspire community involvement and sustained giving.
No prior marketing or fundraising experience is required-we offer comprehensive paid training, hands-on coaching, and clear opportunities for career growth.
Key Responsibilities
Represent nonprofit partners at community events, retail locations, and pop-up campaigns
Deliver outstanding customer service by answering questions, explaining nonprofit missions, and assisting donors
Engage with the public to increase awareness and encourage recurring donor participation
Maintain accurate, confidential donor information and provide relevant feedback
Assist with setup and breakdown of branded event displays, signage, and materials
Collaborate with team members to meet daily and weekly outreach goals
Share insights and ideas to enhance donor engagement strategies
Qualifications
Strong communication and interpersonal skills with a friendly, approachable attitude
Passionate about helping others and supporting charitable initiatives
Reliable, adaptable, and motivated to succeed in a fast-paced, in-person environment
Comfortable initiating conversations and working with the public
Willing to travel locally for outreach events
Experience in customer service, sales, retail, or hospitality is a plus but not required
Associate or Bachelor's degree preferred, but not mandatory
What We Offer
Paid training and ongoing mentorship from experienced team leaders
The chance to represent well-known nonprofits and global causes
Medical, dental, and vision insurance
Clear advancement paths into leadership and management roles
A supportive, mission-driven workplace focused on teamwork, development, and positive impact
A dynamic, engaging work environment featuring live events and community campaigns
Part Time Associate Banker Contra Costa South (30 Hours)
Finance service representative job in Richmond, VA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyFinancial Service Representative (Staples Mill Road Location)
Finance service representative job in Laurel, VA
As a Financial Service Representative, you represent a significant part of our operations team and your passion for driving exceptional customer service is a real opportunity to demonstrate Argent Credit Union's dedication to being our members trusted financial partner and our commitment to the well-being of our community. The purpose of this role is to develop & enhance the full member relationship from opening of an account to sharing various services offered by the credit union.
Join the Argent Credit Union family if you want to make a real difference. Your goal is to maximize the member experience by accurately and efficiently processing financial transactions.
The right candidate should exhibit and be willing and able to:
Exhibit professionalism and trustworthiness
Navigate multiple systems while interacting with members and processing transaction services.
Exercise active listening skills.
Cross-sell credit union products, services and promotions.
Meet or exceed assigned job production guidelines.
Desired Skills:
Banking, financial and cash handling background preferred.
Ability to set priorities and multitask.
Ability to handle sensitive information with discretion.
Excellent verbal and written communication skills
Proven record of providing both internal and external customer service
Attention to detail
Qualifications:
High School Diploma or Equivalent
Previous experience in customer service and/or cash handling is preferred.
One year of experience as a credit union or bank teller preferred.
Join the Argent Credit Union family and be a part of an organizational culture where taking great care of our employees is what matters.
Auto-ApplyFinancial Representative State Farm Agent Team Member
Finance service representative job in Chester, VA
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Paid time off
Training & development
Opportunity for advancement
ROLE DESCRIPTION: Tyler Tiesing - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.
As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success every day.
Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
QUALIFICATIONS:
Possess excellent communication skills.
Display good analytical skills.
Provide excellent customer service.
Accredited with the Financial Industry Regulatory Authority (FINRA)
Life/Health Insurance License
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
Licensing reimbursement after 3 months
Signing bonus for pre-licensed professionals
Financial Service Representative
Finance service representative job in Williamsburg, VA
Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley.
Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 400,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia.
Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to:
Investing in You:
Educational Assistance, encompassing books, lab fees, registration costs, and more.
Support for Student Loan Repayment.
Abundant Career Growth Opportunities.
Time Off That Matters:
Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
Paid Sick Time for all team members.
Financial Security:
Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
Company-covered short- and long-term disability insurance.
Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
Flexible Health Care and Dependent Care benefits.
Langley Federal Credit Union is currently hiring for a Full Time Financial Service Representative to work in person from our Williamsburg New Town Branch located in Williamsburg, VA.
Job Summary:
Provides members and potential members of Langley with impeccable service throughout our branch network, in person or over the phone. Uses consultative selling to offer financial products and services that meet or exceed members' needs. Identifies opportunities to increase member engagement. Educates members on Langley products and services to improve members' lives by helping them save, borrow, and spend wisely.
Essential Functions, Duties, and Responsibilities:
Utilizes consultative selling to offer financial products and services that meet or exceed members' needs through outbound calling, relationship building, or in-person conversations.
Answers Contact Center calls as needed after cross-training.
Processes new accounts, additional share types, and IRAs following policies to ensure compliance with BSA and US Patriots Act laws.
Processes consumer loan products and services, including personal, auto, home equity line of credit, and credit cards, ensuring compliance with federal regulations and credit union policies and procedures.
Serves as a mentor and role model for all staff including providing on-site training
.
Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
Cross-trains to work the teller line to assist as needed, following all policies & procedures
.
Assists members with all account and loan-related service needs, including offering financial advice to improve their financial well-being.
Assists with Online and Telephone banking, including enrollment, general education, troubleshooting, and resetting passwords or security questions.
Records every member interaction and follow up utilizing the Customer Relationship Management (CRM) tool and Document Management System.
Educates members on Langley products and services, making referrals to internal business partners.
Fosters teamwork by professionally interacting with peers, supervisors, and other Langley employees.
Serves as a front-line deterrent against fraud and theft, protecting members and the Credit Union.
Supports the day-to-day operations and efficiencies of the branch.
Complies with all Credit Union policies and regulatory requirements.
The ability to work at other branch locations as needed.
Qualifications:
An associate degree or two years of sales or service experience advising customers when choosing between options or an equivalent combination of education and experience required.
One year of financial institution experience is preferred.
Our Keys to Success:
Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
Langley Ambassadors - Demonstrates a passion for Langley's vision, encouraging diversity, equity, and inclusion while considering Langley's values when making decisions and taking accountability for delivering results.
Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
Continuous Learners - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.
Physical Requirements:
The physical demands described here must be met by an employee to successfully perform this position's essential functions, duties, and responsibilities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to sit, walk, stand, and drive. Use of hands and fingers required to operate standard office equipment such as a phone, mouse, keyboard, etc. The ability to speak and hear will be necessary for this role. Occasional lifting of up to ten pounds may be required. Specific vision requirements for the job include close vision (at 20 inches or less) and the ability to identify and distinguish colors.
Working Conditions:
The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This position requires occasional work in outdoor weather conditions at member events, though work will typically be performed in a climate-controlled, indoor environment. The noise level within the work environment can range from quiet to loud. Loud environments will generally occur when attending large member events. The ability to work a flexible schedule, including Saturdays, is required.
This job description is not designed to cover or contain a comprehensive listing of functions, duties, or responsibilities required of the employee. Functions, duties, and responsibilities may change, or new ones may be assigned at any time, with or without notice.
Financial Services Representative State Farm Agent Team Member
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 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.
Licensed Insurance Representative - On-site must live 50 miles of Richmond, VA
Finance service representative job in Richmond, VA
Company DescriptionJobs for Humanity is partnering with Teleperformance USA to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Teleperformance USA
Job DescriptionCategory : Customer Service/Support
DOING BUSINESS WITH PEOPLE, FOR PEOPLE.
Teleperformance is a global leader in providing exceptional omnichannel customer experiences since 1978. Our impacts are far-reaching, spanning over 62 countries and interacting with over 38% of the world's population. This kind of growth wouldn't have been possible without the dedication of our people who continue to provide outstanding customer service in every opportunity. Here, your success is our success.
Your Impact
Our customer service representatives are a very important part of our family. You will be the eyes and ears for our team, fielding customer inquiries and finding innovative ways to respond. Working in a collaborative and engaging environment, you will have the chance to interact with people from all walks of life and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go.
Your Responsibilities
Handle and carefully respond to all customer inquiries
Provide excellent customer service through active listening
Work with confidential customer information and treat it sensitively
Aim to resolve issues on the first call by being proactive
Appropriately communicate with customers
What We're Looking for
6 months customer service experience minimum
Over 18 years of age
Ability to type 25 wpm
High School Graduate or GED
Comfort with desktop computer system
Proven oral & written communication skills
What We Prefer
6 months Call Center experience
Logical problem-solving skills
Availability to work various shifts
Ability to use Windows operating systems
Organization and work prioritization skills
Being One of Our People
It is our mission to always provide an environment for our employees that promotes happiness from the inside out. When you work with us, you are valued and inspired to learn, to teach, and to grow. We want you to come to work motivated to and proud to be on our team. That's why we continually invest in creating outstanding work experiences and endless development opportunities. We want you to be and feel at your best, always.
Teleperformance is an Equal Opportunity Employer
Financial Services Specialist
Finance service representative job in Williamsburg, VA
Title: Financial Services Specialist
State Role Title: Financial Services Spec II
Hiring Range: $65,000.00 - $70,000.00
Pay Band: 5
Recruitment Type: General Public - G
Job Duties
The Financial Services Specialist is responsible for managing general ledger functions, monthly reconciliations, and accurate financial recordkeeping for JYF, Inc. This role prepares board financial statements, grant reports, and audit documentation, while ensuring compliance with accounting policies, Comptroller directives, and agency procedures. Duties include processing accounts payable, auditing transactions for proper approvals, managing vendor records and 1099 reporting, and supporting bank deposit functions. The position also oversees fixed asset accounting, monthly reconciliations, and annual physical inventories to ensure compliance with CAPP guidelines. In addition, the specialist assists with budget monitoring, investment account analysis, and year‑end audit adjustments, while serving as a collaborative team member through cross‑training and support of departmental procedures. Success in this role requires strong attention to detail, discretion with sensitive information, effective communication, and a commitment to professional ethics, accuracy, and timeliness in all financial operations.
Minimum Qualifications
• Thorough working knowledge of advanced accounting practices and Generally Accepted Accounting Principles (GAAP), including both GASB and FASB standards, with emphasis on governmental accounting and not-for-profit fund accounting.
• Strong proficiency in fixed asset accounting, including capitalization rules, depreciation methodologies, asset lifecycle tracking, and compliance with Virginia CAPP Manual is strongly preferred.
• Advanced Excel capability, including pivot tables, data validation, lookups and formula-based reconciliation used to support fixed asset, controllable asset and supply-inventory reporting.
• Experience developing, designing and generating detailed and summary financial and/or fixed asset reports across multiple software platforms, including Excel, Word, and MIP and Cardinal Financial or similar accounting systems.
• Demonstrated ability to prioritize, organize, and manage workload independently while balancing recurring deadlines.
• Strong written and verbal communication skills, with the ability to clearly document procedures and communicate with staff at all levels of the organization.
• Ability to analyze complex data sets and identify anomalies, trends, or risks related to assets, inventories, and internal control compliance, providing meaningful recommendations for improvement.
• Demonstrated creativity, analytical thinking and problem-solving skills, contributing to process improvements, system enhancements and efficient asset-tracking workflows.
• Ability to work cooperatively with staff at all levels, serving as a knowledgeable resource for asset policies, inventory procedures and compliance with accounting standards.
Additional Considerations
• BS/BA degree in accounting or equivalent experience preferred. Considerable experience in fiscal administration. Significant experience in fiscal administration and accounting/bookkeeping required. Knowledge of Commonwealth of Virginia accounting procedures is strongly preferred. Experience with accounting and financial software systems is also preferred.
Special Instructions
You will be provided a confirmation of receipt when your application and/or résumé is submitted successfully. Please refer to “Your Application” in your account to check the status of your application for this position.
Contact Information
Name: Coy Mozingo
Phone: ************
Email: *******************
In support of the Commonwealth's commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly COD) provided by the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans are encouraged to answer Veteran status questions and submit their disability documentation, if applicable, to DARS/DBVI to get their AHP Letter. Requesting an AHP Letter can be found at AHP Letter or by calling DARS at ************.
Note: Applicants who received a Certificate of Disability from DARS or DBVI dated between April 1, 2022- February 29, 2024, can still use that COD as applicable documentation for the Alternative Hiring Process.
Member Services Rep Full Time
Finance service representative job in Richmond, VA
Position: Member Services Rep - Full Time - Afternoon/Evening
We are searching for a motivated Member Services Representative to join our team! BILINGUAL English/Spanish are encouraged to apply! As a member of our staff, you will be responsible for providing a superior level of customer service to Planet Fitness members, prospective members and guests, ensuring an exceptional “Judgement Free” member experience!
Some of your responsibilities will include:
Customer Service/Front Desk Activities:
Greet members and guests providing exceptional customer service making everyone feel comfortable and welcome.
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members in, tour and sign up new members, log amenities and communicate updates and events to members and guests.
Respond to member questions and concerns in a timely and professional manner.
Conduct beverage or merchandise purchases on the point to sale system.
Utilize POS system to assist with new membership cards, change of address and billing or payment questions.
Club Cleanliness and Maintenance:
Go above and beyond to keep the front desk area and lobby clean and orderly.
Regular facility cleaning and upkeep such as mopping up spills under equipment, trash removal, cleaning windows and mirrors, and re-racking weights.
Regular cleaning of all exercise equipment and tanning beds.
Regular restroom and wet area cleaning and stocking.
Qualifications & Requirements:
Applicants for an overnight position must submit to a 7-year criminal background check within the first week of hire. Continued employment will be based on satisfactory outcome of the background check.
Exceptional customer service skills; ability to interact in a positive and professional way with members and co-workers, exceeding the members expectations.
Prior Customer Service experience preferred
Must be 18 years of age or older.
High School diploma/GED equivalent required.
Upbeat, positive and professional attitude
Punctuality and reliability are a must.
Obtain and maintain CPR/AED Certification within time frames required by company and maintain physical ability to perform CPR/AED in the event of a medical emergency.
Physical Demands/Requirements:
Walk and stand, for prolonged periods of time; to frequently stoop, bend, kneel, crouch, crawl, climb, reach, twist, grasp, and make repetitive hand motion.
Occasionally lift, carry, push, and/or pull moderate amount of weight (up to 50lbs).
Ability to talk continually in person or on the phone during shift.
Maintain physical ability to administer CPR in the event of medical emergency.
Ability to see in normal visual range with or without correction.
Ability to hear in the normal audio range with or without correction.
Why you should join Planet Fitness?
Contribute to changing people's lives every day by helping us create a healthier Planet!
Work alongside an amazing group of talented, dynamic professionals!
Want more reasons?
Medical, Dental, Vision Insurance
PTO - Paid Time Off
Free Black Card Membership
401(K) and Roth Retirement Savings Plans
Healthcare and Dependent Care Flexible Spending Accounts
STD, LTD, Term Life Insurance and other benefits
Note: We participate in E-Verify for all Utah locations.
E-Verify Participation Poster: ********************************************** Contents/E-Verify_Participation_Poster_ES.pdf
E-Verify Right to Work Poster: **************************************************************************************
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Finance service representative job in Bon Air, VA
Job DescriptionBenefits:
Simple IRA
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Were a locally rooted, fast-moving insurance agency that believes in doing business the right waywith energy, integrity, and a genuine connection to our community. From helping our neighbors find the right coverage to sponsoring local events, we take pride in showing up and making a difference where it matters most.
At our agency, we reward hard work and create an environment where people genuinely love coming to work. Team members enjoy top-tier benefits, including Gold Plan health insurance, retirement matching, and paid time off to recharge. We celebrate success with bonuses, swag giveaways, and exciting trips that you can earn based on performance.
We're a top 5% State Farm agency, so youll be part of a winning culture that values teamwork, recognition, and growth. We believe in celebrating achievements together, whether its through our annual holiday party or daily encouragement and support. If youre someone who thrives on connection, loves a challenge, and wants to be part of something bigger than yourself, this could be the place where you build a lasting and rewarding career.
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with John Patterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses (Series 6/63/65), current licensees preferred.
Proven experience working as a financial services representative preferred.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
Market Banker I
Finance service representative job in Colonial Heights, VA
Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures.
Essential Functions
* Perform a variety of customer transactions and inquiries in accordance with the Bank's customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments).
* Proactively conduct sales activities to offer solutions to customer's financial needs while also meeting sales goals.
* Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs.
* Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved.
* Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions.
* Perform market center functions and support other market center employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the market center; place cash order and prepare shipment.
* Maintain knowledge and a strong understanding of the Bank's products/services, pricing, and the Bank's customer relationship management software.
* Assist other market center employees as needed to ensure satisfactory audit ratings are achieved at the market center level; including, but not limited to, responsibility for completing portions of the market center's Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures.
* In person attendance required.
* Regular, reliable and predictable attendance.
Marginal Functions
* Set, achieve and exceed standards by adhering to established Service Quality Standards.
* Assist as needed with ATM, vault, and night depository responsibilities, including, but not limited to, opening, replenishing, or balancing the market center's ATM.
* Embrace cross training on other responsibilities in an effort to develop and grow professionally. Demonstrate ongoing improvement in all areas of performance.
* Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
* All other duties as assigned.
Minimum Educational & Experience Requirements
* High School diploma or equivalent
* Cash handling experience
* Customer service experience in a retail environment
* Sales experience, including cross-selling (preferred)
* Previous retail bank experience (highly preferred)
Minimum Skill Requirements
* Able to successfully complete required training programs
* Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs
* High level of detail orientation
* Proven team player
* Able to present product features and benefits effectively and provide sound guidance
* Strong organizational skills
* Effective and professional verbal and written communication skills
Physical Demands
In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
* Frequent bending and squatting to access cash supply
* Continuous sitting or standing in forward facing position
* Frequent movement to different areas of bank including teller windows in lobby and Drive Thru.
* Frequent moving about office to access needed office equipment
* Frequent lifting of up to 20 pounds
* Continuous counting/money handling
* Continuous interaction with customers
* Continuous repetitive use of hands and arms
* Continuous communication: in-person, phone, written and electronic
Work Environment
* Retail Bank setting with some travel to other market centers
* Moderate noise level
Member Service Representative (Part-Time) - Richmond
Finance service representative job in Richmond, 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.
* 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
* 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.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: 5445 Glenside Drive, Richmond, Virginia 23228
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 ****************************.
Auto-ApplyMember Service Specialist-7459
Finance service representative job in Bon Air, VA
Job Details 7459 Mdlthn MidlothnTur - Midlothian, VA Part TimeDescription
Your purpose
As a Member Service Specialist (MSS) at YouFit Gyms, your role is to create an outstanding experience for every member and guest. You are the first point of contact, setting the tone with a welcoming attitude and top-tier customer service. Your primary focus is engaging with members, answering their questions, and ensuring smooth check-ins and transactions. In addition to assisting with memberships, you play a key role in supporting retention efforts and ensuring gym policies are upheld. Your ability to build strong connections and maintain a positive environment makes you an essential part of the YouFit team.
Compensation
At YouFit, we believe in rewarding our team members for their dedication and hard work. Our compensation structure is designed to recognize and incentivize performance while providing stability and growth opportunities within our organization. YouFit offers compensation packages that are competitive in the industry. These packages typically include base pay, along with opportunities for additional earnings through commissions and/or bonuses.
What You'll Do
Deliver exceptional customer service by greeting members, guests, and prospects warmly to create a welcoming environment.
Manage member check-ins by ensuring smooth entry, verifying account status, and addressing any alerts.
Answer phone calls and assist members by providing accurate information, assisting with inquiries, and directing calls as needed.
Handle account management and billing by assisting members with account updates, payment processing, and past-due balances.
Support retention efforts by engaging with members considering cancellations and offering solutions to retain them.
Process transactions and manage the cash drawer by handling retail purchases, guest passes, and payments while maintaining cash-handling accuracy.
Enforce gym policies and maintain standards by ensuring a safe and respectful environment by upholding club rules and guidelines.
Perform opening and closing duties by following established procedures to prepare the facility for members.
Assist with gym cleanliness by helping maintain a clean and organized front desk and facility as needed.
Create an engaging gym experience by welcoming prospects, understanding their fitness needs, introducing them to the facility, and guiding them through the membership options.
What We're Looking For
Must be at least 18 years of age.
Proficient in reading, speaking, and writing in English. Fluency in multiple languages is favored.
Availability to work flexible hours, including mornings, evenings, weekends, and holidays as needed.
Strong customer service skills with the ability to engage positively with members, guests, and prospects.
Ability to multitask and stay organized in a fast-paced environment.
Basic proficiency in handling transactions, balancing a cash drawer, and following cash-handling procedures.
Ability to enforce gym policies professionally and resolve member concerns effectively.
Basic computer skills for processing check-ins, updating accounts, and managing member interactions.
A team-oriented mindset with a proactive approach to problem-solving and service excellence.
Physical Demands
This is an active role requiring frequent bending, stooping, and lifting up to 50 pounds.
Get Fit, Get BeneFits: YouFit Gyms Offers More Than Just a Workout! Explore Your Employee Benefits
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Have we proved
YOU
matter yet?
Apply Today!
YouFit Gyms provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
Member Services Representative
Finance service representative job in Williamsburg, VA
The primary purpose of this position is to provide quality service to the Credit Union members. This is accomplished by serving as a liaison between the member and the credit union; greeting and welcoming credit union members in a professional and timely manner; providing information to current as well as prospective members on membership eligibility, account types, loan products and any other services the Credit Union offers. Other duties include opening new accounts for members to include but not limited to loans, IRA's, and certificates; resolving problems with members' accounts, interviewing loan applicants, processing loan requests, responding to members' requests in a timely, professional manner and performing other duties as requested.
ESSENTIAL FUNCTIONS AND SUPPORTING DUTIES:
Greets and welcomes credit union members and visitors in a professional and timely manner
Provides information to current and prospective members on membership eligibility, account types, loan products, and any other services the Credit Union offer
Communicates information in-person, via email, other written correspondence, and over the telephone to future and current members regarding credit union services or policies.
Handles varying requests from members for transfers of shares to loan payments, share withdrawals, check requests, share certificate transactions, line of credit advances, and any other requests received.
Provides information regarding first mortgage loans and applications; conducting the following for second mortgage and loan products: interviewing loan applicants, explaining conditional loan approvals and denials, reviewing loan applications, processing loan requests according to approval and/or loan stipulations with the respective interest rates and terms.
Contacts members to follow up on loan requests; educates members on Loan Protection Products and action steps and quotes total loan payments to include Loan Protection Products and action steps and quotes total loan payments to include Loan Protection Products
Identifies opportunities to cross-sell credit union products and services based on member needs, thereby contributing to the credit union's growth and member satisfaction.
QUALIFICATIONS AND REQUIREMENTS:
Required Knowledge: Knowledge of general credit union operational procedures to include cash handling, teller job-related duties, member services and loan processes and procedures.
Required Education: Education up to the equivalent of a four-year high school education.
Required Experience: Previous teller experience or member service experience is required.
Skills/Abilities:
Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team.
Accurate cash handling skills, ability to operate a PC, adding machine, credit card and check image equipment, calculator, and other job-related office equipment.
Strong customer service skills to include telephone skills, well-organized and attentive to detail.
This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.