Finance service representative jobs in Virginia Beach, VA - 713 jobs
All
Finance Service Representative
Member Service Representative
Personal Banker
Customer Service Representative
Relationship Banker
Banker
Service Representative
Finance Service Specialist
Customer Service Officer
Investment Representative
Bank Specialist
Customer Service Representative
Gateway Services Inc. 4.6
Finance service representative job in Virginia Beach, VA
Gateway Services is North America's leading accredited pet aftercare provider offering 24/7 professional grief support, memorial keepsakes, pet burial, and fully trackable pet cremation. With 150+ locations, 2,000 team members and servicing over 17,000 veterinary clinics across North America, Gateway has built a solid reputation for providing compassionate and respectful aftercare for pets and the people who love them.
Please visit Gateway Services Inc. to learn more about us.
Pay Rate: $20-$23/hr
Work Hours: M-F typically 6:30am-3:00pm
Location: Agape Pet Services-Virginia Beach, VA
Job Overview
At Gateway, our Customer ServiceRepresentatives (CSRs) are relationship-driven professionals in a key customer-facing role. As the primary link between Gateway and our veterinary partners, CSRs build lasting relationships, manage customer needs, and resolve challenges with professionalism and compassion.
This position goes beyond driving. While transportation is part of the job, CSRs spend their days engaging with clinics and communities, staying active, and representing Gateway with care and integrity.
What you'll do:
Serve as the main point of contact for veterinary clinics, providing reliable and compassionate service
Build trusted relationships with clinic staff and families through empathy, respect, and professionalism
Safely handle pets in the aftercare process with dignity and care
Manage customer needs and solve problems effectively
Support Gateway's reputation for exceptional service in every interaction
What we're looking for:
Strong relationship-builder with excellent communication skills
Empathetic and respectful, especially toward families and pets in our care
Organized, dependable, and committed to customer service excellence
Comfortable with driving responsibilities and being active throughout the day
Pet lovers and pet parents are especially well-suited to this role
The CSR role reports to the Care Center Manager.
Duties & Responsibilities
Relationship management:
Serve as the primary point of contact for veterinary clinics on your route.
Build and maintain strong relationships with clinic staff to ensure satisfaction and efficiency.
Develop and maintain strong relationships with veterinary clinic staff.
Maintain and support growing account base.
Educate clients on services, answer questions, and address concerns promptly.
Address any inquiries or concerns raised by clinic employees regarding service quality and operational efficiency.
Ensure clinics receive prompt and professional support for all their pet aftercare needs. 100% Service Perfection and Wow 'ng customers at every interaction.
Collect feedback to improve service quality and enhance the overall customer experience.
Service delivery:
Address any service issues proactively and escalate concerns to the appropriate department when necessary.
Educate clinics on company services, policies, and procedures to enhance their experience and optimize operations.
Ensure that the collection of all pets from veterinary clinics is conducted with the utmost care and the highest level of professionalism. Living our Brand Promise and One Pet at a Time.
Anticipate clinic needs before requested, ensuring the highest level of quality service.
Maintain all proper documentation and tracking for all pets entrusted to you.
Enhance the overall clinic experience by ensuring that clinic staff are appropriately informed on company services, policies, and procedures.
Assist with administrative tasks related to client accounts, including billing inquiries and service modifications.
Follow company safety guidelines, adhere to store policies, and maintain vehicle and equipment standards.
Always maintain best in class service standards by ensuring that you always comply with proper uniform and vehicle cleanliness standards.
A positive and welcoming attitude is a must.
Product and Service Promotion:
Educate veterinary clinic staff on new product launches and available commemorative merchandise for pet parents.
Distribute authorized marketing materials to clinics and ensure product information is up to date.
Identify potential sales leads and redirect them to the Business Development Manager for follow-up.
Monitor inventory levels of promotional materials and request replenishments as needed.
Key Performance Indictors
Growing revenue from existing clinics (Same Store Sales Growth).
Expanding services and products within your assigned route (Organic Growth).
Retaining clinic partnerships and keeping them highly satisfied (Client Attrition Rate & NPS).
Minimizing customer complaints and ensuring on-time, exceptional service.
Education, Training & Qualifications
High school diploma or GED required as minimum
Prior experience in customer service, account management, or sales/route sales is highly desirable.
Proficiency in CRM systems and sales tracking tools.
Ability to work early morning hours, weekends, and holidays as needed.
Basic math and computer skills for order placement and inventory tracking.
Valid driver's license with a clean driving record.
Skills and Abilities
Empathy and Compassion: Deep understanding of pet parents' grief and the vital role of aftercare services. Training provided.
Service Excellence: Dedication to delivering exceptional, white-glove customer service.
Problem Solving: Focused on turning obstacles into opportunities to deliver smoother, more reliable service.
Urgency and Precision: Ability to respond swiftly while maintaining accuracy and care.
Sales Expertise: Skilled in professionally educating and informing clinic staff about products. Strong Relationship building skills.
Energy and Professionalism: A proactive approach with strong interpersonal skills.
Innovative Problem-Solving: Continuously seeking ways to enhance customer experience and service delivery.
Strong Communication and Customer Focus: Excellent interpersonal skills with a customer-first mindset.
Multitasking and Account Management: Ability to efficiently oversee multiple clinic accounts.
Pet Handling Experience: Comfortable and experienced in professionally handling animals. Training provided.
Independent Decision-Making: Capable of working autonomously in a fast-paced environment.
Technical Proficiency: Skilled in using CRM software, email communication, and other computer applications.
Physical Capability: Able to safely lift and transport animals of various sizes.
Working conditions
You'll be expected to deliver best-in-class service at every interaction, living out our brand promise of treating each pet with dignity and each client with utmost care.
Daily direct interaction with veterinary clinic staff, including doctors, technicians, and reception teams, to ensure they feel supported and informed.
Independent decision-making is essential, along with the ability to adapt quickly and solve problems proactively on behalf of clinics and pet parents.
Exposure to the emotional aspects of pet loss and grief is common. Compassion and empathy are essential when working with veterinary teams and pet parents during sensitive situations.
Flexibility is required to respond to time-sensitive needs from veterinary clinics and to ensure consistent, high-quality service.
Frequent heavy lifting in a physically active environment.
Maintaining professional appearance standards, including uniform and vehicle cleanliness, is required to uphold our brand and reassure clients.
YOU'LL LOVE WORKING WITH US BECAUSE:
The People. You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams - people you can be
proud to work with!
OUR CORE VALUES:
People First
Exceed Expectations
(HIT) Honesty, Integrity, Trust
Be Passionate and Caring
Continuously Improve
WHAT YOU CAN EXPECT FROM US:
Generous salary and benefits package includes:
3 national medical plans that pay 100% after the members' deductible and copays
2 national dental plans that cover many services at no cost to the plan members
National vision plan
Company paid Life/ AD&D and LTD for all full-time employees
Chance to purchase additional Life/AD&D coverage at discounted rates
Critical Illness, Accident and Pet insurance are offered as an employee's choice
Tax savings account: HSA, Health and Dependent Care FSAs
401(k) Retirement plan
Potential for Career Growth
Employee Assistance Program
Paid Holidays & Time Off
A Sense of Community
Great Hearts & Minds Scholarship Program
Gateway Tuition Reimbursement Program
Gateway Services Inc. and our brands are committed to providing accessible employment practices and fostering a culture of diversity and inclusion. Our employees are our greatest asset and each employee's cultural differences, life experiences, self-expression, and unique capabilities are what build our company culture and success. If you require accommodation due to disability during any stage of the recruitment process, please notify Human Resources at *************************.
New employees to Gateway will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit e-verify.gov
M-F typically 6:30am-3:00pm
40hrs per week minimum
$20-23 hourly Auto-Apply 13d ago
Looking for a job?
Let Zippia find it for you.
Customer Service Representative I
Mindlance 4.6
Finance service representative job in Virginia Beach, VA
Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at *************************
Qualifications
High School Diploma
Additional Information
For any queries you can reach me @ ************
$28k-35k yearly est. 1d ago
Senior Floating Financial Service Representative- Southside Territory
Langley Federal Credit Union 4.2
Finance service representative job in Virginia Beach, 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 Sr. FinancialServiceRepresentative for our Southside floating team, working in Virginia Beach, Norfolk and Chesapeake LFCU Branches
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:
Assumes operational responsibility for their assigned branch, including opening and closing procedures, when another member of leadership is not present.
Serves as a mentor and role model for all staff, providing on-site training.
Provides security overrides to other staff, ensuring adequate control of transactions.
Assists other staff with escalated member situations.
Uses 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 according to policy to ensure compliance with BSA and US Patriot 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.
Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
Works on the teller line to assist as needed after cross-training.
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 using the Customer Relationship Management (CRM) and Document Management System tools.
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.
Works at other branch locations as needed.
Qualifications:
Bachelor's degree in business management, finance, or a related field or equivalent experience in a financial institution or Retail Sales industry.
One year of financial institution experience is required, and three years are preferred.
Must have access to consistent, reliable transportation.
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.
. It requires agility and flexibility to change locations based on business needs. The role necessitates high accountability, emphasizing working independently while being flexible and responsive to evolving demands.
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.
$25k-32k yearly est. 31d ago
Customer Service Representative
Peopleshare 3.9
Finance service representative job in Virginia Beach, VA
Job DescriptionCustomer Service / Inside Sales Representative - Virginia Beach, VA$17-$20/hr PeopleShare is seeking a motivated Customer Service/Inside Sales Representative to join a growing team in Virginia Beach. This entrylevel to associatelevel role is perfect for someone who enjoys helping customers, supporting sales efforts, and working in a fastpaced environment.What You'll Do
Assist customers by phone and email with orders, product questions, quotes, and service needs
Process orders, track shipments, and handle returns
Upsell and recommend products based on customer needs
Manage customer accounts and build longterm relationships
Generate quotes, reports, and support sales initiatives
Collaborate with internal teams to ensure accurate and timely delivery
What We're Looking For
Customer service experience (manufacturing or retail a plus)
Strong communication and problemsolving skills
Comfortable using Excel and CRM systems
Ability to work onsite Monday-Friday, 8 AM-5 PM
Interest in tactical gear or government purchasing is a bonus
Why Work With Us
Competitive pay and benefits
Employee product discounts
Opportunity to grow with a respected industry leader
IND30
$17-20 hourly 7d ago
Private Client Banker (New Build) - London Bridge- Virginia Beach, VA
JPMC
Finance service representative job in Virginia Beach, 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: **************************************************************************
$35k-79k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Gina Lynch-State Farm Agent
Finance service representative job in Virginia Beach, VA
Job DescriptionBenefits:
Bonus based on performance
Opportunity for advancement
Training & development
ROLE DESCRIPTION: As a FinancialServices Rep with Gina Lynch State Farm, you will successfully market the financial products and life insurance to manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financialservices.
Analytical and communication skills.
FINRA Series 65, 6 and 63, SIE licenses preferred.
VA Life License
$28k-49k yearly est. 14d ago
Enforcement & Customer Services Officer
Old Dominion University
Finance service representative job in Norfolk, VA
Posting Details Posting Details Working Title Enforcement & Customer Services Officer Number HR4191 Department PARKING FACILITIES Hourly Type of Job Hourly/Wage EEO Category D Protective Service Workers Job Description The individual in this position is expected to perform duties within the Transportation and Parking Services Department with the primary responsibility being to write citations on vehicles found in violation of University Transportation and Parking Services regulations. The individual will disseminate parking and other directory information while in the field and occasionally working special events.
Type of Recruitment
Knowledge, skills and abilities
Working knowledge of mobile devices (e.g. iPads) and associated software. Excellent verbal and written communication skills. Some experience in a customer relations type position. Demonstrated ability to interpret parking regulations. Demonstrated ability to work outside during inclement weather conditions. Demonstrated ability to lift 20 pounds. Demonstrated ability to read and write the English language.
Special licenses, registration or certification
Valid driver's license and insurable driving record.
Education or training
None
Level and type of experience
Some experience in a customer relations type position.
Additional Considerations (supplemental knowledge, skills, abilities, education, experience, licensure, certification)
Conditions of Employment
Must have valid driver's license.This is an open until filled recruitment. This recruitment may close after the five-day required posting period when a suitable pool of applicants has been generated.
Annual Salary/Hourly Rate
Salary is commensurate with education and experience and begins at $ - $14.62
Posting Detail Information
Job Requisition Number
S03194
Job Open To
General Public
Open Date
01/16/2026
Close Date
Open Until Filled
Yes
Special Instructions Summary
Application must be complete.
Criminal Background Check
The final candidate is required to complete a criminal history check.
College Home Page
Department Home Page
Equity Statement
It is the policy of Old Dominion University to provide equal employment, educational and social opportunities for all persons, without regard to race (or traits historically associated with race including hair texture, hair type, and protective hairstyles such as braids, locks, and twists), color, religion, sex or gender (including pregnancy, childbirth, or related medical conditions), national origin, gender identity or expression, age, veteran status, disability, political affiliation, sexual orientation or genetic information. Individuals from minoritized communities, women, veterans and individuals with disabilities are encouraged to apply.
Reasonable Accommodation Request
If you are an individual with a disability and require reasonable accommodation, please contact the Division of Talent Management and Culture at *************.
Alternative Hiring Process
In support of the Commonwealth's commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth's Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly called a Certificate of Disability) provided by the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans may also apply via the AHP if they also provide an AHP Letter. To request an AHP Letter, use this link: ***************************************************** or call DARS at ************, or DBVI at ************.
Pay Transparency Nondiscrimination Provision
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or consistent with contractor's legal duty to furnish information.
$25k-38k yearly est. 4d ago
Front Office/Customer Service Representative
Closets By Design Virginia Beach 4.1
Finance service representative job in Virginia Beach, VA
Job DescriptionBenefits:
Competitive salary
Employee discounts
Opportunity for advancement
Paid time off
Training & development
We are currently seeking an enthusiastic and motivated individual to immediately fill the position of Front Office/Customer Service. Applicants must demonstrate a commitment to client satisfaction by communicating what is necessary in a genuinely friendly and professional fashion.
Benefits
Listed pay of $15 to $19 per hour based on experience.
Paid training and ongoing professional development (certifications, courses,...etc.).
Paid holidays and paid time off.
Open door policy with your manager.
Responsibilities
Answer and direct incoming phone calls and be responsible for booking appointments.
Manage designers appointment calendars in CRM.
Greet visitors and assist with office support needs.
Deliver administrative support for office staff, sales team, and production/installation department.
Complete general office duties with strong math, verbal and written communication skills.
Requirements
No degree is needed. We are looking for candidates with office experience.
Proficient in Microsoft Office.
Excellent phone etiquette.
Strong personal organizational skills and ability to Multitask.
Strong work ethic.
Strong verbal and written communication skills.
Customer oriented, friendly and enthusiastic.
Closets by Design - Overview
Closets by Design is a nationally recognized leader in home organizing systems since 1982.
We design, manufacture, and install a complete line of custom closets, home office furniture, media systems, wall-beds, garage cabinetry and more.
Closets by Design - Our Values
Serve Others
Be a Problem Solver
Trust the Process
$15-19 hourly 6d ago
Customer Service Representative/Telephone Operator
Medical Temporaries, Inc. 3.7
Finance service representative job in Norfolk, VA
Job DescriptionMedical Temporaries, Inc. is currently seeking an experienced ***Customer ServiceRepresentative / Telephone Operator***.
Minimum of 1 year paid medical clerical experience required.
This is a FULL TIME/TEMP TO HIRE position requiring availability between the hours of 8:15AM - 4:45PM or 8:30AM - 5PM, Monday through Friday, located in Norfolk, VA (23502).
Responsibilities :A Day in the life of a Customer ServiceRepresentative/Telephone Operator :
Provides indirect patient care in the office/clinic setting. Greets and registers patients via phone. Verifies patient demographic and insurance information. Performs Medical necessity checking on procedures/tests/ordered for patients. Performs clerical duties. Meets the communication needs of the patient/family, office/clinic staff and the medical staff. Majority of the calls will be inbound calls. Must have excellent communication and customer service skills. Ability to work in two different computer systems at once which will require multi-task skills.
Requirements for the Telephone Operator :
Required: 1 year paid medical clerical experience
Required: Ability to pass Background Check and Drug Screen
Required: Excellent written and verbal communication skills
Preferred Qualifications for the Telephone Operator :
Preferred: Knowledge of medical terminology
Preferred: Strong customer service and able to work in a fast paced environment
Benefits:
$17+ an hour depending on experience
Weekly Pay
Direct Deposit Pay
Medical Insurance
Open communication and ability to contact a staffing specialist seven days a week.
Ability to access our consistently updated Job Board for current job opportunities.
We'd love for you to join our team!
Want to learn more about exciting opportunities like this one? VIEW ALL JOBS HERE or go to ****************************** .
About Us:Medical Temporaries is sincere in its efforts to provide quality medical care to the community. We are interested in healthcare workers who have a passion for helping others and are able to provide compassionate care and services to those who need it. We build a bridge to help you reach your career goals. Many of the area's premier medical facilities partner with Medical Temporaries to handle the recruiting and hiring for their facilities. With more than 32 years of experience staffing the medical community, we have the relationships and resources available to get your foot in the door in a timely manner. We work diligently to ensure the job is a good fit for everyone, Your Success is our Success . For more information about our company and current opportunities, you can visit our website at *****************
Medical Temporaries is an Equal Opportunity Employer and a Drug Free Workplace.
$17 hourly 8d ago
Financial Services Specialist I
EVMS
Finance service representative job in Norfolk, VA
Obtains financial data for use in maintaining accounting records. Serves as lead to provide training and guidance to Junior Accountant Position.
Responsibilities
Process refund checks weekly - reconcile data received from Payment Posting department for issuing of refund checks for patients and insurance companies
Assist Senior Accountant
Manages communication with clinical departments and works as a liaison to resolve discrepancies
Audit and reconcile the daily cash bags received from approximately (20) twenty clinical departments consisting of cash, checks, and credit cards
Enter eVA orders for EVMS Medical Group, including ordering EVMS Medical Group Administration supplies
Scan and maintain journal entries in Banner and internal filing system
Maintain and update the cash summary spreadsheets on a daily basis
Coordinates special projects in the accounting department
Ensures requisitions have appropriate documentation such as sole source forms, contracts, quotes, and invoices
Coordinates and implements audit of clinical departments on cash bag procedures policy at least annually
Sorting, coding, tabulating, and reconciling of the daily lock box (items received daily from the bank consisting of patient and insurance payments)
Prepare data for Payment Posting department
Prepares EVMS Medical Group annual purchase orders
Research and tracks purchase orders and invoice payments. Provides status updates to invoice payment inquiries
Reconcile refunds processed vs. refunds posted to general ledger
Prepare general ledger journal entries as assigned
Coordinate the packing, storing, and delivery of items for storage
Performs other duties as assigned
Qualifications
Required:
Ability to work with basic and intermediate business mathematical concepts
Preferred:
Attention to detail
Experience in the healthcare industry
Location : Location US-VA-Norfolk
$36k-67k yearly est. Auto-Apply 55d ago
Financial Services Representative State Farm Agent Team Member
Shelton Lucas-State Farm Agent
Finance service representative job in Hampton, VA
Job DescriptionROLE DESCRIPTION: As a Bank Products Position - Team Member with Shelton Lucas State Farm will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs and market appropriate products and services.
QUALIFICATIONS:
Interest in finance, economics, accounting, or a related field.
Must be able to obtain life insurance, health insurance, and annuities licenses.
Proven experience working in sales..
Proficiency in Microsoft Office applications.
Strong sales skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
Ambitious and driven for success
BENEFITS:
Hourly plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within the Agency
$28k-49k yearly est. 3d ago
Customer Service Representative
Amazing Comfort 4.0
Finance service representative job in Hampton, VA
Job DescriptionBenefits/Perks
Competitive Compensation
Paid Time Off
Career Growth Opportunities
We are seeking a Customer ServiceRepresentative to join our team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and provide helpful solutions that ensure they have a great customer service experience with our company. The ideal candidate is friendly, computer savvy, and is able to remain calm under pressure.
Responsibilities
Receive a high volume of inbound calls and emails
Identify the reason for the customers call, collect relevant information and provide solutions
Refer to premade scripts for a variety of customer service topics
Use best practices in customer service techniques to develop rapport and build relationships with customers
Document all customer interactions
Meet personal and team quotas
Attend trainings to maintain up-to-date skills and knowledge
Qualifications
High school diploma/GED
Previous experience as a Customer ServiceRepresentative or in a similar role is preferred
Comfortable using computers and customer management software
Excellent phone and verbal communication skills
Understanding of active listening techniques
Ability to work well under pressure
Highly organized with the ability to prioritize projects and manage time effectively
$26k-34k yearly est. 7d ago
Investment Representative
Bayport Credit Union 3.9
Finance service representative job in Newport News, VA
BayPort Credit Union is seeking a Licensed Investment Representative to help employees, credit union members, and new clients reach their financial goals by providing them with exceptional personalized service and appropriate financial solutions. This individual will service an existing book of business while generating new clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Work in a sales capacity and identify and solve the financial needs of clients by offering investment products.
Identify and evaluate customer and employee needs for financialservices.
Design and implement those services and products that respond to client needs and which are consistent with the mission of Credit Union.
Write and follow an annual business plan which includes marketing, branch development, sales goals, sales activities, client development, etc.
Represent the firm in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties.
Identify and develop relationships with wholesalers.
Keep current on investment products and services offered.
Provide periodic client account reviews.
Develop and maintain long-term relationships based on trust and respect for clients, employees and members.
Follow through on the sales goals set forth by the investment program.
Provide regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives.
Provide excellent customer service.
Processes account reviews on a monthly, quarterly and yearly basis.
Follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer.
Address and solve business-related challenges as needed.
Work with branch managers to identify and leverage cross-sell opportunities.
Drive investment and credit union integration initiatives, e.g. call nights, branch training, etc.
Support all product and campaign launches.
Supports Company Mission and Corporate Values
QUALIFICATIONS AND REQUIREMENTS:
Required Education: A college degree.
Required Experience: Minimum 2 years financialservices industry experience
Preferred Experience: Previous experience working in credit union or community bank environment preferred.
Required Knowledge: Active FINRA Series 6 or 7, 63/65 or 66 licenses and Virginia Life and Health Insurance Licenses. Exceptional sales orientation and in-depth investment knowledge.
Skills and Abilities:
Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team.
Requires professional, well-developed oral, written, and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers
Great organization skills
Strong presentation skills
Strong work ethic, self-starter
Investment Representatives are employed by BayPort Credit Union and registered through CFS (Member FINRA/SIPC). CFS offers its representatives a supportive back-office staff, tomorrow's technology, a proprietary database for client information, and clearing through Pershing. To learn more about CUSO FinancialServices, L.P., go to ****************
$60k-85k yearly est. 57d ago
Service Rep
Labcorp 4.5
Finance service representative job in Chesapeake, VA
**Schedule - (8:30pm - 5am) Monday to Friday** **Requirements:** + High School Diploma or equivalent is preferred + Must have a Valid Driver's License and clean driving record + Must be at least 21 years' old + Previous driver/courier experience is preferred
+ Customer service experience is a plus
+ Very punctual with strong time management skills
+ Strong attention to detail and organizational skills
+ Ability to problem solve customer issues
+ Able to lift up to 50 lbs.
**_If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today!_**
LabCorp seeking a ServiceRepresentative/Courier to join our team. In this position, you will be responsible for the pickup, transport and delivery of medical specimens, lab supplies and reports, while providing excellent service to our clients.
**OPTIONAL: Included with this position is a company vehicle to use for the route. In addition, for only $125 per month, you will have the option of taking this vehicle home with you and using it for personal use. If you choose to use the company vehicle for personal use all gas, tolls and maintenance are covered by the company.**
**Job Duties/Responsibilities:**
+ Load all necessary suppliers needed for the daily pickups
+ Complete daily pick up schedule in a timely manner
+ Deliver all daily picks to your branch at the end of your shift
+ Handle all specimens and lab samples in safe and efficient manner
+ Safely operate company vehicle and obey all traffic laws
+ Utilize handheld electronic device to manage daily picks up
+ Work directly with dispatcher for additional pick-ups as needed
+ Evaluate traffic patterns, alternative routes and weather conditions as needed
Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. Employees who are regularly scheduled to work a 7 on/7 off schedule are eligible to receive all the foregoing benefits except PTO or FTO. For more detailed information, please click here (************************************************************** .
**Labcorp is proud to be an Equal Opportunity Employer:**
Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law.
**We encourage all to apply**
If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site (**************************************************** or contact us at Labcorp Accessibility. (Disability_*****************) For more information about how we collect and store your personal data, please see our Privacy Statement (************************************************* .
$27k-34k yearly est. 42d ago
Member Service Representative Full Time
Excel Fitness
Finance service representative job in Virginia Beach, VA
Grow with us!
We're Excel Fitness, a Planet Fitness franchise group based out of Austin, TX with 80+ clubs and growing! Since 2016, we have grown from 16 locations in TX to over 80 locations in 6 states in great markets like Austin, Dallas, Raleigh, Tulsa, and NW Arkansas. We are opening new clubs each year and with that kind of growth, you can build a great career here! In fact most of our senior managers started at the front desk and worked their way up to now earning base salaries that begin at $42k as a GM, $60k as a Regional manager(responsible for 5-10 locations), and all the way up to over a $100k as a Regional Director overseeing 10+ locations! But it all starts at the front desk - where all of our Team Players (what we call our employees) are responsible for creating a positive member experience through superior level of customer service and cleanliness.
See for yourself!
Compensation: $12.00 per hour
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.
$18k-28k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
C & F Enterprises 4.6
Finance service representative job in Newport News, VA
At C&F Enterprises Inc. we strive to learn, improve, and serve everyday. From our customers to our employees, we have been a business partner of choice in our community for over 40 years. Representing many different brands, we are proud to offer home decor that can showcase your personal style in every room of your home. At C&F Enterprises Inc. We are looking for individuals who enjoy a team oriented environment, can demonstrate individual resourcefulness with an entrepreneurial spirit - the foundation of our success! We hope you will decide to join our family of dedicated employees.
Job purpose
This role is vital to our entire customer experience operation.
You will function as the primary liaison and operational hub, ensuring seamless communication and effective support across all internal departments. A core part of your mission is to actively champion and embed the company's core values, thereby setting and maintaining a high standard of excellence in customer service.
Ultimately, you are responsible for proactively building and sustaining strong, collaborative relationships with both our external customers and our internal teams to ensure unified success.
Duties and responsibilities
Champion the Customer Experience
Serve as the primary customer liaison, building and maintaining unshakeable, productive relationships by providing timely support, proactive guidance, and accurate information.
Actively champion and embed service excellence by addressing all customer needs, resolving inquiries, and ensuring seamless communications (phone, email, fax).
Maintain a broad knowledge base of company products, services, and promotions to effectively support and inform customers.
Sales and Data Administration
Coordinate the order-to-cash process: accurately take and process customer orders, enter data for invoicing and credits, process payments, and manage direct billing.
Own data integrity by performing a significant amount of data entry, computer navigation, and maintaining accurate customer and transactional files.
Generate and compile key insights using functional software to create reports, statistics, and timelines that drive clarity in order fulfillment.
Logistics and Fulfillment Support
Guide and track order flow: research, verify, and track order statuses, communicate feedback to customers, and manually split complex orders to multiple warehouse locations.
Contribute to inventory and warehouse efficiency by maintaining inventory transactions, obtaining materials from vendors, stocking shelves, completing necessary paperwork, and packing orders to specification.
Ensure a safe and effective work environment by proactively focusing on safe work habits and supporting facility logistics, including annual event support (e.g., National Sales Meeting).
Teamwork and Continuous Growth
Actively contribute to a cohesive team atmosphere by performing essential clerical and administrative duties and corresponding with various internal departments to meet customer needs.
Demonstrate commitment to the company's core values and pursue continuous learning that enhances skill sets and supports organizational growth.
The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities, and qualifications may be required and/or assigned as necessary.
Skills
Exceptional customer service capabilities and customer focus.
Demonstrated high proficiency in Microsoft Office Suite and Outlook
Excellent oral and written communication skills
Ability to multitask and problem-solving skills
Impeccable time-management, organizational, and attention to detail skills
Knowledge in home fashions, gifts, textiles, or retail industries
Ability to work both independently and in a group setting
Ability to take initiative
Demonstrated ability to maintain stable performance under pressure
Qualifications
A high school diploma and/or equivalent experience
1-2 years or more years in an Administrative, Customer Service or related field experience
Must be familiar with customer resolution techniques
Must have strong computer and data entry skills, order processing systems
Physical requirements
Sitting, Standing Walking
Lifting: Raising or lowering an object from one level to another (includes upward pulling)
Prolonged use of computer involved; use of hands and finger coordination; Specific vision abilities required by this job include close vision, distance vision. Color vision, depth perception, and ability to adjust focus.
Speech clarity requires the ability to speak clearly so others can understand you.
Carrying, Pushing, Pulling boxes and sample orders up to 50 lbs.
The successful candidate must be able to pass a pre-employment background check and drug screening.
All applicants are required to successfully complete a background check and drug screening as part of the pre-employment process. Applicants must be authorized to work in the United States at the time of application and must not require sponsorship now or in the future.
C&F Enterprises, Inc. is an equal opportunity employer. We are committed to recruiting, hiring, and promoting qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. If you are an individual with a disability and require a reasonable accommodation during the recruitment process, please contact ************.
*No Recruiters/Agencies Please*
$25k-32k yearly est. 60d ago
Customer Service Representative
Casey Products, LLC 3.8
Finance service representative job in Newport News, VA
Join the team as a Customer ServiceRepresentative at Casey Auto Group's Collision Center!
Are you a people person with a passion for providing exceptional service? Do you thrive in a fast-paced environment where your organizational skills are key to success? Casey Auto Group's Collision Center is looking for a Customer ServiceRepresentative to be the welcoming face and reliable point of contact for our valued customers!
In this role, you will play a vital part in ensuring every customer's experience is smooth and efficient throughout the repair process. This is a full-time position, 40-45 hours per week. Schedule will be Monday-Friday, and some Saturdays.
Essential Duties:
Your primary focus will be on the customer and the smooth flow of the repair process. Key responsibilities include:
Customer Interaction:
Greet customers immediately with a smile and eye contact for estimates and drop-offs.
Review services, paperwork, and inspection reports with customers.
Verify and update all contact information.
Daily communication with customers with vehicle updates, noting all changes in the log.
Review vehicle and repairs, collect payment, and answer questions upon delivery if the Estimator is unavailable.
Administrative & Coordination:
Ensure all proper documents are signed before services begin.
Complete and process necessary paperwork, run copies, fax forms as needed.
Open and close repair orders, assembling repair jackets.
Order all parts for the job and collect receipts for all parts and charges.
Work with the Estimator and Technicians to manage parts and production schedules daily.
Book repair orders and prepare customer copies for pickup.
Manage Accounts Receivable by checking daily and calling on past-due accounts.
Handle purchase orders for internal repairs and distribute invoices to Corporate.
Team Support:
Assist the Estimator.
Participate in daily team meetings to review shop vehicles.
Provide daily production lists and time sheets to Technicians.
Prepare loaner vehicle contracts.
Qualifications:
The ideal candidate for this position will have:
Experience in Customer Service, Telemarketing, and/or Sales is preferred.
The ability to successfully perform all the essential duties listed above.
Strong organizational skills and attention to detail.
Excellent communication skills, both verbal and written.
Why Join Our Team?
At Casey Auto Group, we take care of our team members with a comprehensive benefits package and the resources you need to succeed:
Comprehensive Benefits
Medical, Dental, and Vision Insurance
FSA/HSA/LPFSA
Prescription drug coverage
401(k) with company contribution upon eligibility
Short- and Long-Term Disability
HealthJoy App - company-paid healthcare navigation tool
Employee Assistance Program
Legal Resources coverage & ID Protection
Work-Life Balance & Perks
Vacation & Holiday pay
Employee referral bonus programs
Employee parts & service discounts
Discounted gym memberships to OneLife & YMCA
APPLY NOW!
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
$26k-34k yearly est. Auto-Apply 60d+ ago
Relationship Banker - Kings Grant - Virginia Beach, VA
Jpmorganchase 4.8
Finance service representative job in Virginia Beach, 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 a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, FinancialServices, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$27k-37k yearly est. Auto-Apply 14d ago
Member Service Representative (Full-Time) - Holland Road
Navy Federal Credit Union 4.7
Finance service representative job in Virginia Beach, 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.
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 3929 Holland Road, Virginia Beach, Virginia 23452
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
****************************
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
$25k-32k yearly est. Auto-Apply 8d ago
Wealth Management Banking Specialist
Bank of America 4.7
Finance service representative job in Virginia Beach, VA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists.
Responsibilities:
Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations
Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations
Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt
Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs
Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs
Required Qualifications:
Demonstrates proven results exceeding goals in a client-centric, results-driven environment
Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships and demonstrates a commitment to providing personalized service
Has demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction
Can build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements to grow one's career
Applies strong critical thinking and problem-solving skills to meet clients' needs
Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Can learn and understand technology to assist clients with the latest in Digital and Digital banking
Desired Qualifications:
Experience in the financialservices industry working with high-end clients providing advice on products and solutions for any stage of their lives
Knowledge of banking (lending/savings/transactional) and investing products and services along the latest online and digital capabilities
Prior sales experience in a salary plus incentive environment with individual goals, where goals were routinely met or exceeded
Prior experience providing excellent service to high-end clients and excelling in that environment
Skills:
Deposit Solutions Product Knowledge
Customer and Client Focus
Influence
Relationship Building and Networking
Executive Presence
Sales Performance Management
Analytical skills
Presentation skills
Influencing skills
Problem solving
Active listening and Communication skills
Relationship Building
Industry knowledge
Time management
Resilience
Collaboration
Business development focus
Ability to overcome objections.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$30k-44k yearly est. Auto-Apply 36d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Virginia Beach, VA?
The average finance service representative in Virginia Beach, VA earns between $21,000 and $64,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Virginia Beach, VA
$37,000
What are the biggest employers of Finance Service Representatives in Virginia Beach, VA?
The biggest employers of Finance Service Representatives in Virginia Beach, VA are: