Finance service representative jobs in Tuckahoe, VA - 348 jobs
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Customer Service Representative
Insight Global
Finance service representative job in Richmond, VA
Insight Global is looking for a bilingual Customer ServiceRepresentative to join a local Richmond company. The Customer ServiceRepresentative will be responsible for management of all customer orders from receipt of order through customer invoicing. This will include identifying the timeliest and most cost effective method for order of fulfillment, maintain direct customer contact, assist with any requests from accounting for month end close, and provide exceptional customer service to all customers.
Required Skills & Experience
Fluent in Spanish
2+ years of customer service experience
Nice to Have Skills & Experience
Bachelors degree
Experience in manufacturing or logistics
Job Type: 6-month contract to hire opportunity
Hourly Pay: $25-$33/hr
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
$25-33 hourly 1d ago
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Customer Service Representative
Acoustical Solutions 3.7
Finance service representative job in Richmond, VA
Are you passionate about providing exceptional service? Do you thrive in a fast-paced, environment? Do you love to solve problems? Look no further! We're seeking a Customer ServiceRepresentative to join our team.
About us: We are a growing acoustical product manufacturer who is forward thinking, believes in continuous improvement that values integrity and innovation.
Brief Summary: The CSR or Customer ServiceRepresentative serves as the first point of contact for customers who have questions or issues related to a company's products or services.
ACTIVITES/TASKS
Manage a high volume of incoming phone calls.
Answers / manages phone calls, voice mails, emails, and other communications. Fields all customer inquiries and responds to / manages same. Directs customers to other staff when additional technical assistance is needed.
Generate sales leads or upsell opportunities if possible
Identify and assess customer needs to achieve satisfaction
Build sustainable relationships with customer accounts through open and interactive communication
Troubleshoot and investigate customer inquiries or complaints.
Ensure excellent service standards and maintain high customer satisfaction.
Participates in the daily management process every day. As for all team members, this role also tracks / plots data as assigned, and leads problem solving initiatives as assigned.
Supports and fully participates in the company's continuous improvement processes. “Follows and Lives” the company's stated values.
Flexibility to work extended hours and overtime as required to support inquiries Nationwide
Uses customer complaints and review feedback to improve website design, service offerings, and customer satisfaction. Assists with responses and resolution of customer issues and complaints.
Oversees corrections and improvements to product offerings to ensure accurate, competitive product positioning.
Regularly evaluates competitors with respect to pricing, delivery, service, quality, etc. and works with required production, sourcing, and web developers to offer best value in the industry.
Other duties and projects as may be assigned.
PHYSICAL REQUIREMENTS
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Extensive time spent sitting at a desk typing and speaking on phone
Ability to work in a high stress, face paced environment
Periodically subject to construction or warehouse environments
PROFESSIONAL COMPETENCIES DESIRED
AS degree in related field or relevant work experience in manufacturing / ERP environment. BS degree preferred but not required.
APICS or similar certifications preferred. (Company supports earning or continuing relevant certifications)
A minimum of 3 years' work experience in a customer service role required.
High proficiency in Microsoft Office suite required. ERP data entry experience preferred.
Self-motivated, high-energy level and a “willingness to go the extra mile”.
Excellent writing and verbal communication skills.
Strong follow-through skills to complete tasks “on time” and accurately.
Knowledge of Bill of Materials and Production Routers.
Excellent communication skills and a positive attitude
Strong problem-solving abilities
Patience and empathy
Ability to multitask and prioritize effectively
Quick learner who pays attention to detail
SAFETY REQUIREMENTS
Adheres to Acoustical Solutions Health & Safety manual
Attends all company safety meetings.
Ability to lift 25 pounds.
Wears appropriate PPE when required.
PERKS:
Competitive salary and benefits package
Opportunities for growth and advancement
Fun supportive team culture
$24k-32k yearly est. 3d ago
HVAC Service Sales Representative
Warwick Mechanical Group
Finance service representative job in Richmond, VA
Objective:
This position is responsible for generating new business and expanding existing client relationships through business development, cold calling, and strategic prospecting. The ideal candidate will have a strong understanding of commercial HVAC systems, a solid sales track record, and the ability to build long-term partnerships with building owners, property managers, facility directors, and decision-makers across various industries.
Key Responsibilities:
Business Development:
Develop and maintain relationships with owners, facility managers, property managers, engineers, and general contractors.
Generate leads through cold calling, networking, referrals, and industry events.
Conduct client meetings, presentations, and site visits to assess client needs and promote services.
Project Sales:
Identify and sell retrofit, replacement, and HVAC projects by understanding client needs and offering tailored service solutions.
Collaborate with operations, engineering, and estimating teams to develop proposals and deliver solutions tailored to client needs.
Qualifications and Experience:
3+ years of B2B sales experience in the HVAC, mechanical, or building services industry required.
Experience selling service contracts and/or HVAC retrofit projects strongly preferred.
Strong knowledge of commercial HVAC systems, terminology, and industry trends.
Excellent communication, negotiation, and relationship-building skills.
Proven ability to meet or exceed sales goals.
Self-starter with strong time management and organizational skills.
Proficiency in Microsoft Office and Timberline - Service Management.
Valid driver's license and ability to travel throughout Central Virginia.
Comfortable working independently and as part of a team in a fast-paced, performance-driven environment.
Join our team and help drive HVAC service and project growth through meaningful relationships and technical solutions that improve comfort, reliability, and efficiency for our clients.
EEO Policy Statement
Warwick Mechanical Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Warwick Mechanical Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Warwick Mechanical Group expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status. Improper interference with the ability to Warwick Mechanical Group employees to perform their expected job duties is absolutely not tolerated.
$41k-77k yearly est. 1d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance service representative job in Richmond, VA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$67k-125k yearly est. Easy Apply 60d+ ago
Banking Associate-PT
First Bank 4.6
Finance service representative job in Chester, VA
Manage individual cash drawer and process customer transactions Maintain established teller cash drawer limits (top & bottom) and adhere to the work quality standards as outlined in the Teller Balancing Standards.
Assist customers with account maintenance, service issues and inquiries to include but not limited to change of address, debit card servicing, stop payment, etc.)
Assist with all bank functions (e.g. night drop, notary, ATM duties)
Cross-sell additional bank products other than those requested by the customer.
Achieve stated individual sales goals.
Refer clients to other departments
Provide exceptional customer service.
Be flexible and adaptable to frequent changing environments, particularly important for Banking Associates who often work outside of their home branches.
Be up to date with all technology and remote services.
Attendance: Reporting to work on time and on scheduled day at your scheduled location.
Face-to-face interaction with co-workers and the ability to work in a team environment.
This position is approx 25 hrs a week
Other Duties: (Additional things necessary to assist)
Perform other branch specific tasks as defined by the Banking Center Manager or the Assistant Banking Center Manager.
Process loose coin and maintain the coin machine.
Facilitates cash shipments/orders
Assist in balancing vault and ATM cash.
Order branch supplies as required by branch activities.
Assist customers in entering their safe deposit boxes.
Log activity and customer interaction in Synapsys
Liaison to special projects.
Training: (Training required to be fully proficient in this position)
Computer/Software training.
Product specific training (e.g. IRA's).
Quality customer service, including telephone etiquette.
Bank security.
Regulation CC (Procedures for placing holds on checks)
HR training
Bank Secrecy Act
Privacy Act
Other compliance training as assigned
Communication: (Requirement to communicate orally and verbally)
Each Banking Associate must possess well refined verbal and written communications skills to effectively and efficiently execute their duties. Effective communication with subordinates, management, and customers will greatly impact the success of the branch.
Knowledge and Skills: (Any academic levels, years of experience or required skill)
Proficiency in the above listed "training" requirements will be expected of each Banking Associate. Due to differences in personal experiences and education levels, these skills will be evaluated on an individual basis. Each Banking Associate will be required to pass a product proficiency exam annually and adhere to teller balancing standard requirements.
Working Conditions: (How much time is spent standing, sitting, talking, use of hands, requirements to lift maximum weight amount and frequency)
Depending upon the role of the Banking Associate, the majority of the day is generally spent at either the teller window or at a desk. The BA position requires the ability to move about the office and continuously operate a computer and other office machinery. In addition, some duties require the ability to move 45lbs.
$103k-152k yearly est. 6d ago
Financial Service Representative (Oxbridge Location)
Argent Federal Credit Union
Finance service representative job in Richmond, VA
Job Description
As a FinancialServiceRepresentative, you represent a significant part of our operations team and your passion for driving exceptional customer service is a real opportunity to demonstrate Argent Credit Union's dedication to being our members trusted financial partner and our commitment to the well-being of our community. The purpose of this role is to develop & enhance the full member relationship from opening of an account to sharing various services offered by the credit union.
Join the Argent Credit Union family if you want to make a real difference. Your goal is to maximize the member experience by accurately and efficiently processing financial transactions.
The right candidate should exhibit and be willing and able to:
Exhibit professionalism and trustworthiness
Navigate multiple systems while interacting with members and processing transaction services.
Exercise active listening skills.
Cross-sell credit union products, services and promotions.
Meet or exceed assigned job production guidelines.
Desired Skills:
Banking, financial and cash handling background preferred.
Ability to set priorities and multitask.
Ability to handle sensitive information with discretion.
Excellent verbal and written communication skills
Proven record of providing both internal and external customer service
Attention to detail
Qualifications:
High School Diploma or Equivalent
Previous experience in customer service and/or cash handling is preferred.
One year of experience as a credit union or bank teller preferred.
Join the Argent Credit Union family and be a part of an organizational culture where taking great care of our employees is what matters.
$27k-48k yearly est. 33d ago
Financial Representative State Farm Agent Team Member
Tyler Tiesing-State Farm Agent
Finance service representative job in Chester, VA
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Paid time off
Training & development
Opportunity for advancement
ROLE DESCRIPTION: Tyler Tiesing - State Farm Agent is seeking a qualified and empathetic professional for the role of FinancialRepresentative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.
As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success every day.
Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
QUALIFICATIONS:
Possess excellent communication skills.
Display good analytical skills.
Provide excellent customer service.
Accredited with the Financial Industry Regulatory Authority (FINRA)
Life/Health Insurance License
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
Licensing reimbursement after 3 months
Signing bonus for pre-licensed professionals
$34k-69k yearly est. 24d ago
Private Client Banker - Central Virginia Market
Jpmorgan Chase & Co 4.8
Finance service representative job in Richmond, VA
JobID: 210693120 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$45k-103k yearly est. Auto-Apply 33d ago
Private Client Banker - Broad St and Willow Lawn - Central VA Market
JPMC
Finance service representative job in Richmond, VA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$34k-77k yearly est. Auto-Apply 60d+ ago
Premier Banker - Floater - Richmond, Virginia
New Horizon Bank-National Association
Finance service representative job in Richmond, VA
Full-time Description
At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better - for our clients and for each other. This isn't a place for red tape; it's a place for builders. From product design to client experience to operations, we're constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you're energized by momentum, motivated by results, and excited to shape the future of banking, you'll feel right at home here.
General Job Summary:
New Horizon Bank is seeking a Premier Banker to play a unique role at our new Operations Center location. This role provides a unique opportunity for a trained and experienced Premier Banker to wear several hats, allowing for growth and diversification of skill sets beyond the role of a typical Premier Banker.
Essential Duties and Responsibilities:
Concierge Banking:
Offer personalized, white-glove service and support to our customers including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts.
Process regular teller transactions for customers including servicing customer accounts, accepting loan payments, cashing checks, verifying currency, balancing the cash drawer and ATM, initiating night deposits, and other related duties.
Provide comprehensive online, mobile and electronic banking support to customers.
Maintain proper security in teller cash and reserve handling, ensuring currency and coin are properly controlled at all times.
Open and close the Bank with an emphasis on security.
Operational duties including NSF, dormant accounts, OD, charge off, debit cards, online banking, and safe deposit boxes.
Participate in activities for generating new business such as special events.
Work from all other locations from time to time as capacity needs arise.
Office Management and Reception:
Greet customers and direct guests, ensuring a professional and welcoming experience.
Handle incoming calls for the bank and direct them to the appropriate department or staff member.
Maintain supply inventory for the branch and attached corporate office.
Requirements
Required Knowledge, Skills, and Abilities:
Ability to multi-task with an emphasis on accuracy and attention to detail
A good understanding of computer functions and typing skills
Strong organization skills and problem solving
Basic understanding of financial products and services and the ability and willingness to continue to learn
Assessing customers' needs, providing appropriate recommendations, and building customer relationships to optimize opportunities with new and existing customers
Exceptional written and verbal communication skills
Ability to adapt to changing demands and requirements
Compliance with BSA regulations as appropriate to the position
NMLS approval as a Mortgage Loan Officer
Education and Experience:
High School diploma.
A minimum of 2 years' Premier Banker experience, preferably with a community bank.
$34k-77k yearly est. 5d ago
Part Time Advisor - Banking Specialist
Spinnaker Consulting Group
Finance service representative job in Tuckahoe, VA
Part-time Description
Spinnaker Consulting Group is different from other consulting organizations. We are a hands-on firm built around a team of experts with real-world experience who help companies navigate complex business challenges.
We are changing the consulting game because we are doers, working side by side with our clients to do what needs to be done to solve problems and drive results. In short, we're striving to be the consultants we wish we could have hired.
We are looking for dynamic professionals to join our team on a part-time basis.
The Advisor Role:
The Advisor role is a unique position, and it's not for everyone. It is an on-demand role, paid hourly when client engagements that fit your skills arise. Candidates who may find this a great opportunity include:
Individuals with their own solo-practitioner consultancy (or other small business) who may welcome additional engagement opportunities to supplement their own endeavors and income
Semi-retired individuals, or people on sabbatical, who want to keep their skills sharp, but who are not seeking full time work and who welcome breaks between engagements
Individuals who seek part time work to stay engaged in the workforce on a variable basis, while maintaining flexibility
Other Factors:
Advisors are always empowered to turn down engagements if for whatever reason the work, the timing, or other factor doesn't appeal to them. They'll be kept in mind for the next suitable opportunity that arises.
Advisors go through the same interviewing process for skills, experience, and cultural fit as full-time consultants. It is critical to Spinnaker that this is a good two-way fit. In fact, some Advisors have transitioned into full time Consultant roles, while some Consultants have transitioned into Advisor roles. If the idea of flexible work appeals to you, keep reading!
As an Advisor at Spinnaker Consulting Group, you will apply your skills and experience to help clients solve complex business problems and achieve their objectives.
Your Role:
Collaborate with our clients to refine their problem statements, develop future-state solutions, and implement impactful solutions
Engage with client team members and proactively identify opportunities to help solve their challenges, adding value and driving collaboration
Leverage your project management and technical expertise to execute on tactical engagement work to support our clients
Independently overcome impediments and provide recommendations to the client team
Use relationship management and delegation skills to effectively drive work through others
Provide timely updates to ensure deliverables and the engagement are on track, highlighting delays or impediments immediately when they are identified, following the day-to-day direction of the Team Lead
Requirements
Your Experience:
Please note that we have opportunities for advisors with a wide range of experience and seniority levels.
You have five to ninety-five years of experience working in the financialservices industry in any of these functions:
o Bank Operations Process Management
o Project Management and/or large Program Delivery
o Process Excellence (Lean or Six Sigma Certification a plus)
o Customer Service, including Contact Centers
o Loss Mitigation (Collections/Recoveries)
o Customer Acquisitions incl. loan origination engines
o Organizational Design and Transformation
o Fraud Analysis and Management
o Dispute Management
o Payments (ACH, Wires, RTP, Zelle, Check Disbursements, etc.)
o Billing Processes
o Customer or Executive Complaints Payments
o Credit Bureau Reporting
o Branch Strategy / Management
You have strong research, organizational, analytical, and problem resolution skills
You hold a bachelor's or master's degree in a related discipline and expand your technical knowledge on an ongoing basis
You are self-directed, accountable, creative and comfortable working independently in a fast-paced, client facing environment with a travel component, when needed
You have additional experience with:
Identifying a broad variety of business challenges and opportunities for improvement and are comfortable making strategic or tactical recommendations to solve them
Gathering, researching and structuring information needed to solve complex business problems.
Navigating ambiguous and unstructured problem sets
Implementing new strategies including defining the scope of operational feasibility, supporting implementation efforts and developing valuable monitoring plans
Leading project delivery and communicating effectively, both verbally and written, to a wide audience
Influencing decision-makers and driving results through a team effort
Your Colleagues:
Each member of our leadership team has over 20 years of experience running and managing businesses in addition to critical job specific competencies. Every member of the Spinnaker organization has significant experience working in and with banks to help them run more efficiently and be more customer-focused.
In short, you won't find “career consultants” within our ranks and that blended experience ensures our associates and clients achieve their maximum potential.
Spinnaker Consulting Group is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Spinnaker Consulting Group promotes a drug-free workplace.
If you are ready to get on board with Spinnaker please submit your application today. We look forward to getting to know you!
$35k-59k yearly est. 60d+ ago
Financial Services Representative State Farm Agent Team Member
John Patterson-State Farm Agent 3.3
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 FinancialServicesRepresentative 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 financialservice licenses (Series 6/63/65), current licensees preferred.
Proven experience working as a financialservicesrepresentative 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
$28k-33k yearly est. 25d ago
New Hire
International Paper 4.5
Finance service representative job in Petersburg, VA
**Pay Rate** : $20.35/hr Starting Pay Increases after 60 days (working) probationary period is completed. **Category/Shift** : Hourly Full-Time (Monday-Friday with weekends as needed) Must be available to work all shifts. 1st Shift: 7a-3p 2nd Shift: 3p-11p 3rd Shift: 11p-7a
**Physical Location** :
Petersburg Box
2333 Wells Rd.
Petersburg, VA 23805
************
**The Job You Will Perform:**
+ Counting and stacking finished product
+ Reading factory orders
+ Accurately reading gauges and other test equipment
+ Utilizing basic shop math, inspecting
+ Accurately completing quality and administrative documents and following directions
+ This person will also be assigned to clean-up functions such as blowing down the machine, wiping off shafts, cleaning ink systems, vacuuming and sweeping the machine area, as well as picking up and shredding scrap.
**The Skills You Will Bring:**
+ Counting and stacking finished product
+ Reading factory orders
**The Benefits You Will Enjoy:**
International Paper offers a benefits package that includes health, welfare and retirement plans including Medical, Dental, Life insurance, Flexible Spending Accounts, Short-term Disability, 401(k) and/or Pension (where applicable), Paid Time Off, Education & Development (including Tuition Reimbursement), and Voluntary Benefits including insurance for home, auto, vision and pets.
**The Career You Will Build:**
Leadership training, promotional opportunities
**The Impact You Will Make:**
We continue to build a better future for people, the planet, and our company! IP has been a good steward of sustainable practices across communities around the world for more than 125 years. Join our team and you'll see why our team members say they're **Proud to be IP** .
**The Culture You Will Experience:**
International Paper promotes employee well-being by providing safe, caring and inclusive workplaces. We have team members all around the world with diverse backgrounds, experiences, and perspectives. These are our strengths. We are committed to creating a culture where all individuals are respected, valued, engaged and have an opportunity to do their best work every day. We invite you to bring your uniqueness, creativity, talents, experiences, and safety mindset to be a part of our increasingly inclusive and diverse culture.
**The Company You Will Join:**
International Paper (NYSE: IP) is a global producer of sustainable packaging, pulp and other fiber-based products, and one of the world's largest recyclers. Headquartered in Memphis, Tenn., we employ approximately 39,000 colleagues globally who are committed to creating what's next. We serve customers worldwide, with manufacturing operations in North America, Latin America, North Africa and Europe. Net sales for 2023 were $18.9 billion. Additional information can be found by visiting internationalpaper.com.
International Paper is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, national origin, religion, age, disability, marital status, veteran status, genetic information or any other status protected by law.
Equal Employment Opportunity Statement - Know Your Rights: Workplace Discrimination is Illegal
Request an accommodation - ***************
**Job Identification** 1080004
$20.4 hourly 6d ago
Floating Market Banker I
Primis Financial 4.2
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
$32k-62k yearly est. 19d ago
Banking Associate
First Bank 4.6
Finance service representative job in Colonial Heights, VA
Manage individual cash drawer and process customer transactions Maintain established teller cash drawer limits (top & bottom) and adhere to the work quality standards as outlined in the Teller Balancing Standards.
Assist customers with account maintenance, service issues and inquiries to include but not limited to change of address, debit card servicing, stop payment, etc.)
Assist with all bank functions (e.g. night drop, notary, ATM duties)
Cross-sell additional bank products other than those requested by the customer.
Achieve stated individual sales goals.
Refer clients to other departments
Provide exceptional customer service.
Be flexible and adaptable to frequent changing environments, particularly important for Banking Associates who often work outside of their home branches.
Be up to date with all technology and remote services.
Attendance: Reporting to work on time and on scheduled day at your scheduled location.
Face-to-face interaction with co-workers and the ability to work in a team environment.
Other Duties: (Additional things necessary to assist)
Perform other branch specific tasks as defined by the Banking Center Manager or the Assistant Banking Center Manager.
Process loose coin and maintain the coin machine.
Facilitates cash shipments/orders
Assist in balancing vault and ATM cash.
Order branch supplies as required by branch activities.
Assist customers in entering their safe deposit boxes.
Log activity and customer interaction in Synapsys
Liaison to special projects.
Training: (Training required to be fully proficient in this position)
Computer/Software training.
Product specific training (e.g. IRA's).
Quality customer service, including telephone etiquette.
Bank security.
Regulation CC (Procedures for placing holds on checks)
HR training
Bank Secrecy Act
Privacy Act
Other compliance training as assigned
Communication: (Requirement to communicate orally and verbally)
Each Banking Associate must possess well refined verbal and written communications skills to effectively and efficiently execute their duties. Effective communication with subordinates, management, and customers will greatly impact the success of the branch.
Knowledge and Skills: (Any academic levels, years of experience or required skill)
Proficiency in the above listed "training" requirements will be expected of each Banking Associate. Due to differences in personal experiences and education levels, these skills will be evaluated on an individual basis. Each Banking Associate will be required to pass a product proficiency exam annually and adhere to teller balancing standard requirements.
Working Conditions: (How much time is spent standing, sitting, talking, use of hands, requirements to lift maximum weight amount and frequency)
Depending upon the role of the Banking Associate, the majority of the day is generally spent at either the teller window or at a desk. The BA position requires the ability to move about the office and continuously operate a computer and other office machinery. In addition, some duties require the ability to move 45lbs.
$103k-152k yearly est. 12d ago
Private Client Banker - Central Virginia Market
Jpmorganchase 4.8
Finance service representative job in Richmond, VA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financialservices, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$45k-103k yearly est. Auto-Apply 33d ago
Financial Service Representative (Oxbridge Location)
Argent Federal Credit Union
Finance service representative job in Manchester, VA
As a FinancialServiceRepresentative, you represent a significant part of our operations team and your passion for driving exceptional customer service is a real opportunity to demonstrate Argent Credit Union's dedication to being our members trusted financial partner and our commitment to the well-being of our community. The purpose of this role is to develop & enhance the full member relationship from opening of an account to sharing various services offered by the credit union.
Join the Argent Credit Union family if you want to make a real difference. Your goal is to maximize the member experience by accurately and efficiently processing financial transactions.
The right candidate should exhibit and be willing and able to:
Exhibit professionalism and trustworthiness
Navigate multiple systems while interacting with members and processing transaction services.
Exercise active listening skills.
Cross-sell credit union products, services and promotions.
Meet or exceed assigned job production guidelines.
Desired Skills:
Banking, financial and cash handling background preferred.
Ability to set priorities and multitask.
Ability to handle sensitive information with discretion.
Excellent verbal and written communication skills
Proven record of providing both internal and external customer service
Attention to detail
Qualifications:
High School Diploma or Equivalent
Previous experience in customer service and/or cash handling is preferred.
One year of experience as a credit union or bank teller preferred.
Join the Argent Credit Union family and be a part of an organizational culture where taking great care of our employees is what matters.
$27k-48k yearly est. Auto-Apply 60d+ ago
New Hire
International Paper 4.5
Finance service representative job in Petersburg, VA
"
Pay Rate:
$20.35/hr Starting Pay
Increases after 60 days (working) probationary period is completed.
Category/Shift:
Hourly Full-Time (Monday-Friday with weekends as needed)
Must be available to work all shifts.
1st Shift: 7a-3p
2nd Shift: 3p-11p
3rd Shift: 11p-7a
Physical Location:
Petersburg Box
2333 Wells Rd.
Petersburg, VA 23805
************
The Job You Will Perform:
Counting and stacking finished product
Reading factory orders
Accurately reading gauges and other test equipment
Utilizing basic shop math, inspecting
Accurately completing quality and administrative documents and following directions
This person will also be assigned to clean-up functions such as blowing down the machine, wiping off shafts, cleaning ink systems, vacuuming and sweeping the machine area, as well as picking up and shredding scrap.
The Skills You Will Bring:
Counting and stacking finished product
Reading factory orders
The Benefits You Will Enjoy:
International Paper offers a benefits package that includes health, welfare and retirement plans including Medical, Dental, Life insurance, Flexible Spending Accounts, Short-term Disability, 401(k) and/or Pension (where applicable), Paid Time Off, Education & Development (including Tuition Reimbursement), and Voluntary Benefits including insurance for home, auto, vision and pets.
The Career You Will Build:
Leadership training, promotional opportunities
The Impact You Will Make:
We continue to build a better future for people, the planet, and our company! IP has been a good steward of sustainable practices across communities around the world for more than 125 years. Join our team and you'll see why our team members say they're Proud to be IP.
The Culture You Will Experience:
International Paper promotes employee well-being by providing safe, caring and inclusive workplaces. We have team members all around the world with diverse backgrounds, experiences, and perspectives. These are our strengths. We are committed to creating a culture where all individuals are respected, valued, engaged and have an opportunity to do their best work every day. We invite you to bring your uniqueness, creativity, talents, experiences, and safety mindset to be a part of our increasingly inclusive and diverse culture.
The Company You Will Join:
International Paper (NYSE: IP) is a global producer of sustainable packaging, pulp and other fiber-based products, and one of the world's largest recyclers. Headquartered in Memphis, Tenn., we employ approximately 39,000 colleagues globally who are committed to creating what's next. We serve customers worldwide, with manufacturing operations in North America, Latin America, North Africa and Europe. Net sales for 2023 were $18.9 billion. Additional information can be found by visiting internationalpaper.com.
International Paper is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, national origin, religion, age, disability, marital status, veteran status, genetic information or any other status protected by law.
Equal Employment Opportunity Statement - Know Your Rights: Workplace Discrimination is Illegal
Request an accommodation - ***************
"
$20.4 hourly Auto-Apply 7d ago
Floating Market Banker I
Primis Bank 4.2
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
$32k-62k yearly est. 18d ago
Market Banker I
Primis Financial 4.2
Finance service representative job in Tappahannock, VA
Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures.
Essential Functions
* Perform a variety of customer transactions and inquiries in accordance with the Bank's customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments).
* Proactively conduct sales activities to offer solutions to customer's financial needs while also meeting sales goals.
* Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs.
* Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved.
* Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions.
* Perform market center functions and support other market center employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the market center; place cash order and prepare shipment.
* Maintain knowledge and a strong understanding of the Bank's products/services, pricing, and the Bank's customer relationship management software.
* Assist other market center employees as needed to ensure satisfactory audit ratings are achieved at the market center level; including, but not limited to, responsibility for completing portions of the market center's Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures.
* In person attendance required.
* Regular, reliable and predictable attendance.
Marginal Functions
* Set, achieve and exceed standards by adhering to established Service Quality Standards.
* Assist as needed with ATM, vault, and night depository responsibilities, including, but not limited to, opening, replenishing, or balancing the market center's ATM.
* Embrace cross training on other responsibilities in an effort to develop and grow professionally. Demonstrate ongoing improvement in all areas of performance.
* Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
* All other duties as assigned.
Minimum Educational & Experience Requirements
* High School diploma or equivalent
* Cash handling experience
* Customer service experience in a retail environment
* Sales experience, including cross-selling (preferred)
* Previous retail bank experience (highly preferred)
Minimum Skill Requirements
* Able to successfully complete required training programs
* Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs
* High level of detail orientation
* Proven team player
* Able to present product features and benefits effectively and provide sound guidance
* Strong organizational skills
* Effective and professional verbal and written communication skills
Physical Demands
In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
* Frequent bending and squatting to access cash supply
* Continuous sitting or standing in forward facing position
* Frequent movement to different areas of bank including teller windows in lobby and Drive Thru.
* Frequent moving about office to access needed office equipment
* Frequent lifting of up to 20 pounds
* Continuous counting/money handling
* Continuous interaction with customers
* Continuous repetitive use of hands and arms
* Continuous communication: in-person, phone, written and electronic
Work Environment
* Retail Bank setting with some travel to other market centers
* Moderate noise level
$33k-64k yearly est. 5d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Tuckahoe, VA?
The average finance service representative in Tuckahoe, VA earns between $21,000 and $62,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Tuckahoe, VA
$36,000
What are the biggest employers of Finance Service Representatives in Tuckahoe, VA?
The biggest employers of Finance Service Representatives in Tuckahoe, VA are: