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First Sentinel Bank jobs

- 20 jobs
  • Retail Operations Associate - Floating

    First Sentinel Bank 3.3company rating

    First Sentinel Bank job in Virginia

    Job Summary: Under the general supervision of the Retail Banking Director, the Retail Operations Associate - Floating operates in a branch service provider role that provides both paying and receiving services in accordance with Bank policy and procedures. Provides service to customers regarding daily transactions, processes receipt and payment of cash, answers inquiries, opens new accounts if necessary, and refers customers for appropriate services. Specific Job Functions: Travels to First Sentinel Bank's Richlands and Tazewell branches to provide Retail Operations support as needed at each assigned location. Provides a complete range of customer services at the Bank, explaining available Bank product and service features and benefits, and gathering customer information to set up new accounts and process updates or maintenance on existing accounts. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records. Complies with Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program for new customers, accurate completion of new account activity profile, identifying high risk accounts at account opening, and reporting suspicious activities to supervisor. Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances. Participates in sales, service and product training meetings. Promotes and explains other financial institution services such as consumer and mortgage loans, IRAs, certificates of deposit, safe deposit boxes, traveler's checks and money orders. Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Enters payments into computer. Generates customer receipts. Places hold on accounts for uncollected funds. Counts, checks and packages coins and currency. Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary. Ensures that the teller station is properly stocked with forms, supplies, etc. Reports malfunctions of teller/new accounts terminals and other equipment used. Responsible for checking night depository bags and recording proper information on the financial institution's forms. Supports special retail operations and branch projects as needed. Opens new deposit accounts for consumer and commercial customers. KSAs (Knowledge, Skills, Abilities) Thorough knowledge of paying and receiving functions of the Bank. Adept knowledge of all Bank deposit products and services. Ability to effectively communicate across various audiences. Proficient in Microsoft Office applications, including Word, Excel, and Outlook. Exceptional customer service skills. Proficient analytical skills. Ability to conduct account and/or transaction research and communicate summarized results when requested. Able to work and act independently as well as work effectively within a team environment. Strong sales and relationship building capabilities. Ability to use sound judgement and decision-making skills. Ability to effectively manage multiple tasks and consistently meet deadlines. Strong organizational and time management skills. Ability to adapt to new processes and tasks quickly and effectively. Willingness to participate in on-going product, process and policy training as assigned. Excellent verbal and written communication skills. Additional Requirements (Education, Experience) High School Diploma or equivalent. Associate's degree in accounting, finance, business administration, or other related field preferred. At least 1 year experience in a cash handling and/or customer service environment. Some experience in finance, banking, accounting, or similar industry preferred. Must be able to travel between branch locations. Must be able to occasionally travel for training or other business-related matters.
    $36k-64k yearly est. 60d+ ago
  • Deposit Services Specialist

    New Peoples Bank 3.7company rating

    Honaker, VA job

    NON-EXEMPT PRIMARY PURPOSE This position is primarily responsible for providing general Deposit Services Department duties as it relates to account and item processing, review various accounts for verification and accuracy, and to provide superior customer service to the branch personnel. This position requires the ability to prioritize multiple demands in a high-pressure environment while maintaining a professional demeanor. The following essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload. ESSENTIAL FUNCTIONS 1. Provides error resolution with deposit accounts and monitors accounts as required by regulatory guidelines. 2. Research and input non-post for DDA, Savings, COD and Safe Deposit Box items. This process may involve branch communication. This position also reviews the daily Stop Payment report for DDA and Savings. These functions require input into the Exception Item system. 3. Performs reconcilement on specific Bank issued checks including Cashier Checks, CD Interest Checks, Escrow Checks, Christmas Club Checks and Expense Checks. This includes review and correction of non-post. Return items by the FRB deadline if needed. 4. Review of specific paid items including 2 signature verification and high dollar signature review. Return items by the FRB deadline if needed. 5. Receive Unauthorized ACH Items, verify and return via Fedline meeting the specified FRB return deadline. 6. Review and approve Stop Payment orders received online. Notify the housing branch if the stop payment is refused. Also, review and verify stop pay orders received from the branches. 7. Review ACH Pre-Note report. Prepare and send NOC (Notification of Change) to FRB on items received incorrectly. 8. Performs daily proof operations. 9. Receive and complete bank references received via SSA/SSI program as well as from branch and other entities such as the Housing Authority, etc. 10. Assist Deposit Support with Alerts when requested 11. Performs back-up mailroom duties 12. Review and monitor Dormant and Inactive accounts. Assist with preparation of Escheat reporting to State Agencies. 13. Prepares various Federal Reserve reports to include morning FED and high dollar notification, submitting to agency and Deposit Services Manager in a timely fashion. 14. Receives and reviews daily ACH reports and statements and resolves unauthorized items to Federal Reserve as appropriate. Maintains relative documentation of internal or external audit purposes. 15. Performs daily wire functions including review and verification. Responsible for maintaining documentation and agreements as well as provide call-back verification when required. Also, processes international wires via PCBB. Prepares and maintains reports from Wire Exchange. 16. Inputs and submits UPS shipping information for bank or department related mailings. 17. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. 18. Performs related duties and responsibilities as required and assigned. Requirements EDUCATION/EXPERIENCE Graduation from an accredited high school or General Education Degree (GED), Associate degree in Business or related preferred, with 3-5 years of banking experience; or any equivalent combination of education, training, and experience which provides the required knowledge and abilities. Must successfully complete required training. KEY COMPENTENCIES -Ability to work independently and accomplish tasks through self-motivation. -Ability to use analytical reasoning and problem-solving techniques. -Ability to maintain moderately complex files, records, and reports. -Passion for customer service. -Outstanding verbal, written, and interpersonal communication skills. -Excellent attention to detail and organizational skills. -Excellent typing, filing, and customer service skills. -Knowledge of ACH rules section codes, etc. -Knowledge of IRS regulations for IRA, HSA and CESA. - Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $49k-84k yearly est. 22d ago
  • Dealer Relationship Manager - Internal - FIN

    C&F Financial 4.0company rating

    Richmond, VA job

    C&F Finance is a leading provider of Indirect financing for retail customers through our extensive network of Franchised and Independent dealers. C&F prides itself on providing best in class service through our high quality and experienced employees. Through C&F Bank, our parent company, we have been in the banking and finance services business since 1927 and since 1999 providing a high-quality finance product to our vast dealer network. Our Dealer Relationship Manager (DRM) is responsible for prospecting, developing and maintaining dealer relationships and expanding the dealer market base in new and/or existing territories to include franchise and qualifying independent dealerships. The Dealer Relationship Manager is the starting point to company's growth and revenue and has a long history in playing a critical role in our endless success. The Dealer Relationship Manager receives extensive support from the corporate office to ensure every individual is successful. The Dealer Relationship Manager is focused on being the best in the market which provides for a fulfilling career that leads to high personal satisfaction that is unmatched by any other lender. Benefits: * The Dealer Relationship Manager has a base salary and uncapped monthly commission plan * Monthly Cell phone allowance * Company provided laptop * Company provides live underwriters and same day funding * Excellent benefits package that includes comprehensive medical/dental/vison, STD, LTD, life, 401(k) match, student loan paydown program, legal resources, pet insurance and 3 weeks' vacation to start. Responsibilities * Responsible for volume, producing dealers, dealer efficiencies and continued growth of assigned marketing area. * Prospect, develop and maintain strong dealer relationships through field and phone marketing. Analyze prospective dealerships to identify if a successful relationship is possible using information obtained during dealer assessment. * Develop daily schedules to ensure all preferred dealers are marketed weekly and non- preferred dealers are visited as necessary. * Identify non-producing dealers and prioritize them when completing daily marketing schedule. * Familiar with Dealertrack and RouteOne econtracting * Review and analyze weekly reports to maintain satisfactory yield and application efficiencies in each reporting market. Daily and Weekly action plans must be put in place to address areas where improvement is needed. * Education of all dealers on an ongoing basis regarding company underwriting guidelines (to ensure proper application flow), policies and procedures, while building relationships with all key dealer personnel. * Follow up on all approvals immediately with dealers and communicate with the Sales Finance Representative to negotiate and close the sale. Continue follow up daily with the dealer(s) until final status is determined. * Follow up with dealers on all confirmed contracts to ensure receipt by C&F. * Generate and implement ideas for marketing, sales and/or promotions to assist in dealer production. * Remain informed on all industry related trends and each assigned market's competitive environment. * Must be able to work a flexible schedule to include weeknights, weekends and holidays as business and volume objectives dictate. * From time to time, assistance with lien perfection. * Adhere to all C&F policies and procedures as well as complying with all regulations and applicable laws. * Qualifications Knowledge: Minimum of three years or more of experience in the sales finance industry or related industry experience which consists of sales, credit, funding or collections. Experience in subprime sales finance is preferred. Experience and a level of proficiency with Microsoft Office and Excel are required. Proficient computer skills and typing skills are required. Skills: Excellent communication, interpersonal, organizational, math, and PC skills are required. Strong rapport-building, decision-making, and problem-solving skills are essential. Must possess a strong attention to detail. Highly motivated and energetic. Excellent analytical, organizational and intuitive skills. Must be able to create and deliver/facilitate sales presentations to individuals or large groups. Must possess excellent verbal and written communication skills for contact with dealer, customers and co-workers. Individual must be a team player who works cooperatively with peers, co-workers, supervisors and other departments. Abilities: Must be able to communicate easily with all levels of management both internally with C&F and externally with dealer customers. Must be an excellent listener and have the ability to use sound, independent judgment while interacting with a diverse group of constituents. Able to work independently and deal with ambiguous situations and issues that arise during the sales process. Ability to evaluate and make consistent, quality decisions that represent the company's best interests. Have a proven history of developing and maintaining productive dealer relationships. Must possess and maintain a valid driver's license. Education: Bachelor's degree or equivalent is preferred. A combination of experience and education will be considered. Physical Demands Employee may experience the following physical demands for extended periods of time: view computer monitor, keyboarding, talking on the phone calls, sitting, and motion fingers/hands/wrists and standing/walking. Extended periods of travel (air and land) will be required and is expected to successfully manage the reporting markets. Employee will be required to work extra hours, weekends or evenings as part of fulfilling normal job requirements. Success Metrics The individual's success will be measured based on their ability to successfully complete the essential duties and responsibilities outlined above. Specific monthly and year end goals will be provided by management and will be broken down by market. Key metrics include, but are not limited to: * Volume objectives * Market penetration * Application efficiencies * Effective communications * Marketing creativity Work Environment The work characteristics described here are representative of an outside sales position. Consistent direct contact with employees and the dealers is required. Direct contact with the RBC (Regional Buy Center) is also required and is essential to ensure both the underwriting team and the sales team work together effectively and efficiently. It is essential that both teams work together, positively, as both have the same goal - quality loan originations. C&F reserves the right to identify your location at random during normal business hours (phone solicitation to dealers and/or company property). Equal Employment Opportunity Statement C&F Finance Company is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. EOE/M/F/Disability/Veterans Travel 75+% Education Associate's Degree Industry Financial - CONSUMER FINANCIAL SERVICES
    $67k-97k yearly est. Auto-Apply 10d ago
  • Commercial Documentation Specialist

    C&F Bank 4.0company rating

    Virginia job

    The commercial documentation associate will have minimal external customer contact, a focus on routine tasks, and have a mild progression in overall departmental responsibilities. Job functions will have moderate regulatory and reputational risk. This position includes duties such as disbursement of funds, reviewing loan documents, and resolving post-closing issues. Functional Area of Focus: * Review loan documents * Special projects and other duties as assigned Responsibilities Essential Duties and Responsibilities: Post-Closing (60%): * Reviews signed loan documents for proper signatures and dates (in-house and attorney closed loans) * Disburses funds to attorney or title agent via wire transfer or account deposit * Completes and processes any necessary transaction tickets related to closings/fundings * Notifies processor and confirms disbursement * Communicates with Attorneys, Appraisal, and Title Company as needed to resolve post-closing issues * Barcodes and prepares packages for booking * Submits loans to boarding in nCino * UCC Filings and amendments * Image DocuSign packages to Director * Image other docs to director prior to sending to booking * Marks documents as Approved in nCino in order for them to move to Director Administrative and Other Duties (40%): * Port Setup * Line Setup * ID Verifications * Answering incoming calls and assisting internal customers as needed * Maintain knowledge of all commercial loans and their status * Other special duties Qualifications Qualifications: Education and Experience: A combination of education, training, and work experience is considered. A High School diploma or GED is required. Two years of banking experience preferred. Past experience regarding documentation may expand the responsibilities of the role. The individual must be able to demonstrate an increased level of proficiency in various Bank systems based on role/responsibilities. Knowledge, Skills, and Abilities: Excellent interpersonal and communication skills are required. Demonstrated PC skills are required; a level of proficiency with Microsoft Office (Word, PowerPoint, Excel, and Outlook) and navigating the internet is necessary to be successful in this role. Experience with typical office equipment is necessary. Ability to balance meeting daily objectives while promptly responding to telephone and email inquiries. Key Competencies: Quality Orientation: Setting high standards regarding his/her work and working environment and acting accordingly; developing quality standards, continuously evaluating performance, products, and procedures; actively seeking ways to improve quality. Attention to Detail: Taking responsibility for a thorough and detailed method of working. Planning and Organizing: Setting priorities and defining actions, time, and resources needed to achieve predefined goals. Teamwork: Works cooperatively with others as part of a formal or informal team to accomplish Bank goals; ability to respect the needs, ideas, and contributions of others; contributes to and accepts consensus; subordinates own objectives to the bank or their team. Focuses on solving conflict, not blaming; ability to maintain confidentiality. Must be an excellent listener and uses sound, independent judgment while interacting with a diverse group of constituents. Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking; occasional lifting, carrying, pushing, or pulling up to 20 pounds. Work Environment: Work is performed in an operational office environment. Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training.
    $35k-45k yearly est. Auto-Apply 19d ago
  • Portfolio Manager, Commercial (Roanoke)

    C&F Bank 4.0company rating

    Roanoke, VA job

    The position will support the Regional President and Senior Commercial Executives in the management of a Relationship Manager's complete loan portfolio to include: underwriting, structuring and documenting of loan request. They are responsible for protecting the Bank by providing an unbiased and objective view of the prospective borrower and thoroughly disclosing all identified risks. Responsibilities include a combination of credit analysis and relationship management responsibilities with the career path towards transitioning to a Commercial Relationship Manager. The Regional President or assigned Relationship Manager (RM) will provide the Portfolio Manager with coaching and training around client management, prospecting, and other pertinent "client facing" skills and attributes needed to be a successful Relationship Manager. The Portfolio Manager will also be assigned a limited number of client relationships to develop the skills necessary to succeed in a Commercial Relationship Manager role. The Portfolio Manager will primarily complete their credit analysis duties for credit relationships belonging to their assigned Relationship Manager, performing all customary underwriting, risk management, and prudent credit analysis as detailed below and as detailed in the Bank's Loan Policy. Functional Area of Focus: Client Management and Prospecting Total Loan Portfolio Management Commercial Underwriting and Analysis Special projects and other duties as assigned Responsibilities Essential Duties and Responsibilities: Underwriting and Risk Management (35%) * Manage complex loans by gathering needed information, obtaining appraisals, analyzing information, structuring credit decisions and recommending risk rating changes. * Owns the on-time completion of new underwritings and refinancings as applicable, annual reviews, renewals, amendments/waivers, and ancillary line approvals * Expands client relationships through consistent and direct client calling efforts, both in-person and on the phone * Analyzes financial information that is required for prudent loan approval and risk management practices * Provides direction and feedback to Loan Assistants and Relationship Manager(s) on proper workflow procedures and adherence to Bank credit policy * Works with RM, Credit Analyst Manager, and Senior Underwriter as appropriate on loan closings, including assistance with review of all due diligence items and ensuring that all closing conditions that require review by RM or Underwriting are met to the Bank's satisfaction * Assists RM, Credit Analyst Manager, and Senior Underwriter on the review of all loan documentation, including the review of comments made by Borrower's counsel Credit Analysis (35%) * Researches borrower industry and market conditions (eMentor) * Review prepared analysis of the borrower and any related entity financial statements * Review prepared analysis of the guarantor/personal tax returns and financial statements * Evaluate cash flow and debt service analysis prepared by Credit Analyst team to include business and global cash flow debt service coverage ratios * Responsible for ongoing portfolio review of past dues, exceptions and maturing loan reports * Presents findings to appropriate loan approval bodies when necessary Credit Request Management (20%) * Complete the review and final edits to the Credit Memo prior to submission for approval * Develops Term Sheets and Commitment Letters for prospective credit requests as appropriate; prepares Commercial Appraisal Requests, submitting such requests to Credit Administration for appraisal ordering * Create PowerPoint slides for credit presentation to the Board of Directors or Loan Committee (when applicable) * Create PowerPoint slides for deal concept discussion to Loan Committee (when applicable) Special Projects/Other (10%) * Assist and participate in both client and prospect business development call preparation at the direction of the Regional President, Relationship Manager and Credit Analyst Manager * Works to retain and grow assigned client relationships, serving as the Commercial RM for selected customers and seeks the guidance from the Regional President and/or assigned Relationship Manager as appropriate * Actively works to keep past dues to a minimum * Responsible for managing renewals and exceptions * Partners with Credit Administration on credit requests and adheres to established Portfolio Management guidelines (i.e., delinquencies, documentation preparations, financial statement tracking, exceptions, and matured loans) * Works with complex credits, identifying and mitigating risk as assigned * Assist with special projects and other duties as assigned Qualifications Knowledge: Two years of experience in financial services is required. Knowledge in credit memo preparation and basic financial analysis required. Proficiency in term sheet perfection is required. Knowledge of loan structuring, covenants, and closing conditions is required. Familiarity of C&I, CRE, and AD&C lending is required. Strong financial accounting knowledge/background is required. Skills: Demonstrated analytical skills; demonstrated proficiency in the use of standard and specialized computer hardware and software packages such as Microsoft Office; demonstrated strong oral and written communication skills. Abilities: Understanding of financial accounting, loan structuring, and loan documentation as well as excellent credit analysis and financial/cash flow modeling skills.; effectively communicate information clearly through all media channels; interact effectively with clients and Bank employees at all levels; handle several tasks simultaneously and to work under time limits; must be able to effectively present findings to varied audiences. Education: Bachelor's degree in Accounting, Finance, or Economics is required; MBA preferred. Travel Required 5 - 10% of the time to our Operations Center located in Toano, VA. Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking Work Environment: Work is performed in an operational office environment. Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. Travel 10%
    $104k-179k yearly est. Auto-Apply 37d ago
  • Relationship Banker

    New Peoples Bank 3.7company rating

    Abingdon, VA job

    NON-EXEMPT also serves our Bristol State Street Office. PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing “subject to count” and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES - Knowledge of the general operations and procedures of New Peoples Bank. - Ability to meet and deal tactfully and courteously with the staff and general public. - Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. -Passion for customer service. -Professional etiquette. -Excellent verbal and written communication skills. -Proven sales skills. -Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $27k-32k yearly est. 18d ago
  • Professional Teller (Part-Time) (West Broad)

    C&F Bank 4.0company rating

    Richmond, VA job

    The primary objective of this role is to manage and retain meaningful relationships with customers. You will have the opportunity to take ownership of your career development through a variety of training opportunities to deliver the C&F Customer Experience. You'll be front and center representing our brand and our culture. Your day-to-day responsibilities will focus on the customer experience as you assist with transactions, build rapport, and recommend solutions to keep customers informed. By responding to expressed needs, including all branch transactions, you will take a lead role in transitioning branch visits into relationship building opportunities that grow earning assets. The Professional Teller is also responsible for identifying customers' needs and making referrals to a C&F business partner who can help with specialized financial needs. Responsibilities Essential Duties and Responsibilities: Manages Risk (50%): * Reviews customer accounts to make appropriate decisions regarding the requested transaction. * Processes customer transactions accurately and efficiently; follows all C&F transaction policies and procedures, particularly deposit hold procedures. * Takes ownership of operational risk management tasks as delegated by Branch Manager, Assistant Branch Manager, or Teller Manager. * Adheres to the Bank's information security policies and manages customer and Bank information appropriately. Manages the Brand (30%): * Role models all aspects of C&F's "Focused on You" brand. * Makes personal connections, engages, and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships. * Consistently executes assigned elements of the C&F Customer Experience. * Provides backup performance of C&F Active Site Leadership as needed. * Learns C&F Bank products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. * Support team sales and goals through identifying customer needs and referring customers to the appropriate business partner to share valued solutions and recommendations via our C&F Relationship Review. * Drive performance metrics in line with company objectives. Teamwork and Influence (20%): * Treats all internal partners/teammates with a sense of urgency and respect. * Performs C&F Active Floor Leadership as assigned or need is identified. * Provides fill-in staffing to other market branches as needed. * Participates in, and occasionally leads, components of daily huddles and team meetings. Qualifications Qualifications: Education and Experience: Required Qualifications: High school diploma or GED One year of teller or cash handling experience One year of customer relationship building experience Preferred Qualifications: Previous teller experience Knowledge, Skills, and Abilities Required Qualifications: Excellent interpersonal and communication skills, including a desire to interact with customers and prospects. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel to other branches within a geographic region to accommodate temporary staffing needs as well as to fulfill training requirements. Ability to provide excellent customer service in person, over the phone, and by email. Travel Must be able to travel to all Bank locations, including subsidiaries. Must maintain reliable independent transportation for commuting and business-related travel. Ability to provide your own transportation is required for this role. Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking; occasional lifting, carrying, pushing or pulling up to 20 pounds. Work Environment: Work is performed in operational office and a retail branch environment. Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. Travel 10%
    $32k-35k yearly est. Auto-Apply 17d ago
  • Financial Advisor

    First National Bank (FNB Corp 3.7company rating

    Fairfax, VA job

    Primary Office Location: 4114 Legato Road Suite 450. Fairfax, Virginia. 22033. Join our team. Make a difference - for us and for your future. n Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer. Primary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products. Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans. Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail. Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing. Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Life/Health and FINRA Series 7 and 63 & 65 or S66. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $44k-50k yearly est. Auto-Apply 43d ago
  • BSA Analyst

    C&F Bank 4.0company rating

    Virginia job

    The primary function of this position is to assist and support C&F Bank's Corporate BSA Officer to ensure all regulatory requirements are met related to adherence with the Bank's BSA Compliance Program. The BSA Analyst is primarily responsible for assisting the Corporate BSA Officer with BSA related functions such as analysis and disposition of system generated alerts, which include Bank Secrecy Act (BSA), Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) alerts; review, and entry of customer on-boarding documentation for CDD, currency transaction and monetary instrument reporting, and other duties as assigned. The decisions and recommendations made by the Analyst shall be relied upon by the management team and may have a direct impact on the business operations and the servicing of customer accounts, which may also carry legal and regulatory compliance obligations. Responsibilities Completion of Objectives Assigned: * Review/entry of BSA/AML related reports and documents from the on-boarding process, including CDD and Identity Verification (IDV) * Disposition of BSA, CDD and EDD alerts * Reviews and/or prepares daily, weekly, monthly, and quarterly reports as assigned * Review system generated daily reports for Monetary Instrument Log (MIL) and Currency Transaction Reports (CTR) * Assists with annual CTR Exemption Reviews and maintains the "exempt list" * Keeps abreast of Bank Secrecy regulations, especially as related to developments in Anti-Money Laundering techniques, controls and monitoring * Monitor non-resident alien (NRA) and missing TIN reports and follows up accordingly on missing or inaccurate TIN * BSA support * Special projects and other duties as assigned Qualifications Experience: * Experience: 0-2 years banking or compliance preferred. Education: * High School Diploma or equivalent required. * Associate's or Bachelor's degree preferred (Finance, Criminal Justice, Business, or related). Equivalent experience considered. Knowledge, Skills, and Abilities: * Strong working knowledge of Microsoft Office * Excellent organization skills including attention to detail and multitasking skills * Strong interpersonal skills and extremely resourceful * Highly organized and capable of dealing with multiple projects simultaneously * Ability to work independently and adhere to strict regulatory timeframes * Ability to conduct thorough investigations and a focus on detail Travel 0-10% Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking. Work Environment: Work is performed onsite in an operational office environment. Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. Travel 10%
    $44k-59k yearly est. Auto-Apply 2d ago
  • Service Representative (Norge)

    C&F Bank 4.0company rating

    Virginia job

    The primary objective of this role is to manage and retain meaningful relationships with customers. You will have the opportunity to take ownership of your career development through a variety of training opportunities to deliver the C&F Customer Experience. By responding to expressed needs, including all branch transaction functions, you will take a lead role in transitioning branch visits into relationship building opportunities that grow earning assets. The Service Representative (SR) is also responsible for proactively contacting current customers to schedule relationship reviews and deepen existing relationships. In addition to continuous relationship management of current customers, the SR is also accountable for acquiring new customer relationships, primarily by referrals from customers, prospecting, and lead sources. Responsibilities Manages the Brand (50%): * Role models all aspects of C&F's "Focused on You" brand. * Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships. * Learns products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. * Reviews customer accounts to make appropriate decisions regarding the requested transaction. * Support team sales process through outbound calls to identify customer needs, conduct C&F Relationship Reviews (via phone/ in-person) and refer customers to the appropriate C&F business partner. * Acquires new consumer customer relationships by leveraging internal and external lead sources. * Attends networking/community events to build prospect list and acquire new customer relationships. * Proactively partner with C&F Mortgage, Commercial and Business Relationship Managers, C&F Wealth Management, and Treasury Solutions to connect customers to experts who can help them with specialized financial needs. * Influences, educates, and connects customers to technology. * Role models all aspects of the C&F Customer Experience, to include the C&F Service Experience, the C&F Relationship Review (consumer and business) and C&F Active Site Leadership. * Uses C&F Customer Experience strategies, specifically the C&F Relationship Review, to retain and deepen current customer relationships, coaches Professional Teller team on same skills as appropriate. * Drive performance metrics in line with company objectives. Manages Risk (30%): * Complies with all BSA/CIP requirements with all new account and existing customer interactions. * Submits all customer documentation accurately and in a timely manner. * Resolves all outstanding file maintenance cases within specified guidelines. * Takes ownership for leadership of other operational risk management tasks as delegated by Branch Manager. * Adheres to the Bank's information security policies and manages Bank information appropriately; protects customer information with high sense of accuracy and urgency. * Processes customer transactions accurately and efficiently; follows all C&F transaction policies and procedures, particularly deposit hold procedures. Teamwork and Influence (20%): * Functions in Professional Teller role as needed/scheduled. * Provides fill-in staffing to other market branches as needed. * Participates in, and occasionally leads, components of daily morning huddle/weekly team meetings. * Educates/coaches and partners with Professional Teller team to achieve referral goals. * Leads C&F Active Site Leadership when not with a customer to include engaging customers at the Drive Thru. * Builds collaborative, results-oriented relationships with prioritized key internal partners: Branch and Market teammates, Customer Service, Electronic Solutions, and other Operations staff; C&F Mortgage and C&F Wealth Management representatives, and Commercial/Business Relationship Managers. Qualifications Education and Experience: Required Qualifications: High school diploma or GED One year of teller or cash handling experience One year of customer relationship building or sales experience Preferred Qualifications: One year or more of branch banking experience Experience with sourcing and prospecting for new clients and relationship building Knowledge, Skills, and Abilities Required Qualifications: Excellent interpersonal and communication skills, including a desire to interact with customers and prospects. Ability to deepen and enhance customer relationships. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel to other branches within a geographic region to accommodate temporary staffing needs as well as to fulfill training requirements. Preferred Qualifications: General knowledge of bank operations, policies, and procedures. Ability to generate demand through prospecting and setting meetings. Travel Must be able to travel to all Bank locations, including subsidiaries. Must maintain reliable independent transportation for commuting and business-related travel. Ability to provide your own transportation is required for this role. Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking; occasional lifting, carrying, pushing, or pulling up to 20 pounds. Work Environment: Work is performed in operational office and a retail branch environment. Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. Travel 10% Education High School Diploma/GED
    $30k-34k yearly est. Auto-Apply 23d ago
  • Assistant Branch Manager

    First National Bank (FNB Corp 3.7company rating

    Alexandria, VA job

    Primary Office Location: 704 King Street. Alexandria, Virginia. 22314. Join our team. Make a difference - for us and for your future. Assistant Branch Manager Business Unit: Retail Reports to: Varies Based on Assignment This position is primarily responsible for consistently meeting any and all customer asks within the retail branch environment and assisting with the management of the branch and sales team. The incumbent will develop and maintain a personal referral network, execute branch leads according to consumer bank standards, perform successful execution of all customer transaction requests, and effective conversion of transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. Primary Responsibilities: Promotes the sales process through referral management, leveraging sales leads, outbound calling, and identifying customer financial needs. Make appropriate recommendations in the selling and cross-selling of Bank products and services to meet the banking needs of customers in a courteous and professional manner. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Assists with the management of daily sales activity through branch staff coaching of prescribed sales activities, assisting with pre-shift sales huddles, and monitoring and measuring sales results. Coordinates and completes the operational duties as assigned, by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, ordering and managing vault cash, and ensure all tasks performed adhere to the current policy and procedures. Performs traditional teller transactions as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 2 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $50k-56k yearly est. Auto-Apply 60d+ ago
  • Universal Banker I (Varina)

    C&F Bank 4.0company rating

    Richmond, VA job

    Overview C&F Bank is a growing financial services company focused on creating remarkable experiences for our employees, customers, and communities. We are proud to have enriched the lives of customers and communities in Virginia for 97 years. It is our employees who play an integral role in shaping who we are as a company and upholding what matters most to us: people and relationships. We offer our teammates a highly competitive benefits package and the personal service, you would expect from a company that knows your community. Our employees enjoy paid time off, multiple retirement savings options, full health care options, in-house health services, volunteer opportunities, career development opportunities, student loan debt and tuition assistance. We are proud to offer those, and so much more, making C&F Bank a desirable place to work and build a career. We are currently looking to add a valued member to our Universal Banker team within our retail space. As a Universal Banker I, your mission is to acquire, manage, and retain meaningful relationships with customers. You will have the opportunity to take ownership of your career development through a variety of training opportunities to deliver the C&F Customer Experience. By responding to expressed needs, including all branch transaction functions, you will take a lead role in transitioning branch visits into relationship building opportunities that grow earning assets. The Universal Banker (UB) is also responsible for proactively contacting current customers to schedule relationship reviews and deepen existing relationships. In addition to continuous relationship management of current customers, the UB is also accountable for acquiring new customer relationships, primarily by referrals from customers, prospecting, and lead sources. This position is also expected to attend occasional networking events and business development activities. Responsibilities Growth and Business Development (60%): * Role models all aspects of C&F's "Focused on You" brand. * Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships. * Learns products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. * Reviews customer accounts to make appropriate decisions regarding the requested transaction. * Ensure that individual and team goals are met through required in person and outbound activities that provide an opportunity for us to share valued solutions and recommendations via our C&F Relationship Review. * Learns products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. * Acquires new consumer customer relationships by leveraging internal and external lead sources. * Attends networking/community events to build prospect list and acquire new customer relationships. * Builds collaborative, results-oriented relationships with prioritized key internal partners: Business/Commercial Relationship Managers, Customer Service and other Operations staff, Credit Services, C&F Mortgage and C&F Wealth Management representatives, and Treasury Solutions. * Influences, educates, and connects customers to technology. * Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, leveraging the C&F Customer Experience, to include C&F Active Site Leadership. * Drive branch revenue through small business development and new customer acquisition strategies. Drive the growth of small business expertise through branch routines of face-to-face appointments with customers, outbound calling, and prospecting. * Participation as reviewed and approved in the Market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and brand awareness. Manages Risk (20%): * Complies with all BSA/CIP requirements with all new account and existing customer interactions. * Submits all customer documentation accurately and in a timely manner. * Resolves all outstanding tracking items within specified guidelines. * Takes ownership of other operational risk management tasks as delegated * Adheres to the Bank's information security policies and manages Bank information appropriately; protects customer information with high sense of accuracy and urgency. * Balances drawer at the end of the day. Teamwork and Influence (20%): * Provides fill-in staffing to other market branches as needed. * Participates in, and occasionally leads, components of daily morning huddle/weekly team meetings. * Leads C&F Active Site Leadership when not with a customer. * Builds collaborative, results-oriented relationships with prioritized key internal partners: Branch and Market teammates, Customer Service, Electronic Solutions, Operations staff, C&F Mortgage and C&F Wealth Management representatives, and Commercial/Business Relationship Managers. Qualifications Education and Experience: Required Qualifications: High school diploma or GED One year of teller or cash handling experience One year of customer relationship building or sales experience Preferred Qualifications: One year or more of branch banking or lending experience Experience with sourcing and prospecting for new clients and relationship building Knowledge, Skills, and Abilities Required Qualifications: Excellent interpersonal and communication skills, including a desire to interact with customers and prospects. Ability to deepen and enhance customer relationships. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel to other branches within a geographic region to accommodate temporary staffing needs as well as to fulfill training requirements. Preferred Qualifications: General knowledge of bank operations, policies, and procedures. Ability to generate demand through prospecting and setting meetings. Travel Must be able to travel to all Bank locations, including subsidiaries. Must maintain reliable independent transportation for commuting and business-related travel. Ability to provide your own transportation is required for this role. Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking. Work Environment: Work is performed in a retail branch environment (on-site). Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. Travel 10% Education High School Diploma/GED
    $30k-35k yearly est. Auto-Apply 49d ago
  • Finance Manager

    New Peoples Bank 3.7company rating

    Bristol, VA job

    This position offers flexibility regarding on-site location within the New Peoples branch network. However, employees must be able to periodically work on-site at the Honaker, VA branch as needed . EXEMPT PRIMARY PURPOSE Responsible for external financial reporting, including SEC filings (10-Q, 10-K, 8-K, proxy statements), SOX control matrix coordination, budget assistance, tax return preparation and accruals, and support for strategic planning and audits. Ensures compliance with SEC regulations. The following essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload. ESSENTIAL FUNCTIONS 1. Prepare and file SEC reports (10-Q, 10-K, 8-K, Form 4, proxy statements) 2. Assist with preparation of quarterly earnings releases 3. Oversee tax compliance and preparation and assist with tax strategy 4. Prepare quarterly ALCO package in partnership with Controller and CFO 5. Assist in corporate budget and forecasts 6. Assist in preparation of annual report package and shareholder communications 7. Maintain current SOX documentation for policies and procedures (shared responsibility) 8. Ensure accuracy, timeliness, and GAAP compliance for external reporting 9. Act as liaison to external auditors for technical accounting matters 10. Collaborate with senior leadership to improve company performance as requested 11. Provide expertise to accounting and finance team and others 12. Work with CFO to ensure bank insurance applications, claims, and renewals 13. Review and interpret contracts and documents in partnership with the Controller to determine the impact on the Company 14. Manage special projects related to accounting and finance 15. Maintain product and service knowledge 16. Partner with CFO and Controller on accounting and tax implications for business decisions 17. Perform related duties as assigned 18. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION/EXPERIENCE Bachelor's degree in Accounting, Finance, or related field preferred but not required; CPA preferred. Minimum of 3 years of progressive experience in accounting or finance, preferably in a banking or financial services environment. Experience with SEC reporting, SOX compliance, budgeting, and income tax concepts strongly preferred. KEY COMPENTENCIES -Thorough knowledge of generally accepted accounting principles (GAAP) and SEC regulations -Strong understanding of SOX controls and documentation -Proficiency in financial reporting, budgeting, and forecasting -Excellent analytical, organizational, and problem-solving skills -Effective communication and interpersonal skills, with the ability to collaborate across departments and with senior leadership -High attention to detail and accuracy in all work products -Ability to manage multiple priorities and meet deadlines -Demonstrated integrity, professionalism, and commitment to confidentiality -Willingness to participate in ongoing professional development -Knowledge of generally accepted accounting principles (GAAP) -Strong understanding of SEC regulations and SOX compliance -Analytical and financial modeling skills -Excellent organizational and time management abilities -Strong written and verbal communication skills -Ability to interpret and apply financial regulations -Commitment to ethical standards and confidentiality -Proficiency with financial systems and Microsoft Office Suite -CPA Preferred. Must successfully complete required training EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $84k-111k yearly est. 22d ago
  • Customer Support Specialist

    C&F Bank 4.0company rating

    Virginia job

    C&F Bank is a growing financial services company focused on creating remarkable experiences for our employees, customers, and communities. We are proud to have enriched the lives of customers and communities in Virginia for 95 years. It is our employees who play an integral role in shaping who we are as a company and upholding what matters most to us: people and relationships. We offer our teammates a highly competitive benefits package and the personal service, you would expect from a company that knows your community. Our employees enjoy paid time off, multiple retirement savings options, full health care options, in-house health services, volunteer opportunities, career development opportunities, student loan debt and tuition assistance. We are proud to offer those, and so much more, making C&F Bank a desirable place to work and build a career. We are currently looking to add a valued member to our Customer Support team within our operations space. As a Customer Support Specialist, you will ensure customer satisfaction by providing prompt and accurate solutions to problems and inquiries received by telephone, chat, in writing, and e-mail. To be successful, the incumbent must be able to multi-task, prioritize, research, uncover consumer needs and resolve customer complaints effectively and efficiently by utilizing reporting, system technology, and product knowledge. Responsibilities Phone- Based Customer Support (65%) * Handle all customer phone calls, customer branch rollover calls and internal retail support line calls in no more than three rings * Resolves all customer concerns in a timely manner with follow-up, if necessary * Assess customer needs and suggest additional Bank products and services to meet those needs and deepen/enhance customer relationships * Navigates C&F Central and additional programs, including Fiserv EFT, CheckFree, Director, LinkLive, Access Manager and BPM in response to customer service requests * Provide support to Retail branches to include network systems, policies, and procedures, and assist with customer issues * Maintain confidentiality of customer account information Email and Chat Customer Support (20%) * Ability to articulate communication through written correspondence * Knowledge of formal business writing standards * Competence to be concise, professional, and mindful of your tone * Skill to detect a fraudulent situation via written communication and the understanding of how to proceed and/or escalate Products and Services (5%) * Develop and maintain a working knowledge of all products and services offered by the Bank * Maintain an understanding of, and complies with, applicable banking regulations as well as internal policies and procedures. Protects customer information with high sense of accuracy and urgency * Ensures full knowledge of all digital banking services through personal utilization of these services to effectively communicate all features and benefits to both the customer and prospects while also maintaining the ability to answer questions regarding functionality * Participates in on-going training in Bank's products, services, and system technology relating to customer support * Contributes to weekly huddles with knowledge learned throughout the previous week Administrative (5%) * Maintains accurate records of all inbound and outbound telephone calls, chat communications, cross sale referrals, and/or other statistical information required by management * Performs entries to customer accounts and general ledger accounts within defined authority; submits to department manager for approval Special Projects/Other Duties (5%) * Accurate and efficient management of assigned daily responsibilities * Ensures full functionality in performing all allotted back-up duties * Assists with special projects and other duties as assigned * Assist other internal departments when required Qualifications Knowledge: * Must be able to demonstrate proficiency in the use of standard PC software packages such as Microsoft Office Suit. * Basic knowledge of technology (i.e., mobile device, browsers, iOS systems) are required. * Experience with Cisco phone system Skills: * Exceptional telephone etiquette and clear and concise writing skills are required; skilled in identifying sales and cross sale opportunities. * Possess effective organizational and time management skills, strong attention to detail and basic math concepts are required. * Excellent communication, problem resolution, and are required Abilities: * Ability to communicate effectively with people at all levels is required; effectively communicate information clearly through all media channels. * Demonstrates flexibility and commitment in a team environment. Education: * High school diploma or equivalent is required. * Associates degree in Accounting or Business Administration preferred. * A combination of education and experience will be considered. Travel: 10% Physical demands: * Employee may experience the following physical demands for extended periods of time: * View multiple computer monitors * keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking Work Environment: * Work is performed in an operational office environment. Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training.
    $30k-36k yearly est. Auto-Apply 44d ago
  • Relationship Banker

    New Peoples Bank 3.7company rating

    Honaker, VA job

    NON-EXEMPT PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing “subject to count” and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES - Knowledge of the general operations and procedures of New Peoples Bank. - Ability to meet and deal tactfully and courteously with the staff and general public. - Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. -Passion for customer service. -Professional etiquette. -Excellent verbal and written communication skills. -Proven sales skills. -Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $27k-32k yearly est. 12d ago
  • Professional Teller (Part-Time) (Powhatan)

    C&F Bank 4.0company rating

    Virginia job

    The primary objective of this role is to manage and retain meaningful relationships with customers. You will have the opportunity to take ownership of your career development through a variety of training opportunities to deliver the C&F Customer Experience. You'll be front and center representing our brand and our culture. Your day-to-day responsibilities will focus on the customer experience as you assist with transactions, build rapport, and recommend solutions to keep customers informed. By responding to expressed needs, including all branch transactions, you will take a lead role in transitioning branch visits into relationship building opportunities that grow earning assets. The Professional Teller is also responsible for identifying customers' needs and making referrals to a C&F business partner who can help with specialized financial needs. Responsibilities Essential Duties and Responsibilities: Manages Risk (50%): * Reviews customer accounts to make appropriate decisions regarding the requested transaction. * Processes customer transactions accurately and efficiently; follows all C&F transaction policies and procedures, particularly deposit hold procedures. * Takes ownership of operational risk management tasks as delegated by Branch Manager, Assistant Branch Manager, or Teller Manager. * Adheres to the Bank's information security policies and manages customer and Bank information appropriately. Manages the Brand (30%): * Role models all aspects of C&F's "Focused on You" brand. * Makes personal connections, engages, and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships. * Consistently executes assigned elements of the C&F Customer Experience. * Provides backup performance of C&F Active Site Leadership as needed. * Learns C&F Bank products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. * Support team sales and goals through identifying customer needs and referring customers to the appropriate business partner to share valued solutions and recommendations via our C&F Relationship Review. * Drive performance metrics in line with company objectives. Teamwork and Influence (20%): * Treats all internal partners/teammates with a sense of urgency and respect. * Performs C&F Active Floor Leadership as assigned or need is identified. * Provides fill-in staffing to other market branches as needed. * Participates in, and occasionally leads, components of daily huddles and team meetings. Qualifications Qualifications: Education and Experience: Required Qualifications: High school diploma or GED One year of teller or cash handling experience One year of customer relationship building experience Preferred Qualifications: Previous teller experience Knowledge, Skills, and Abilities Required Qualifications: Excellent interpersonal and communication skills, including a desire to interact with customers and prospects. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel to other branches within a geographic region to accommodate temporary staffing needs as well as to fulfill training requirements. Ability to provide excellent customer service in person, over the phone, and by email. Travel Must be able to travel to all Bank locations, including subsidiaries. Must maintain reliable independent transportation for commuting and business-related travel. Ability to provide your own transportation is required for this role. Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking; occasional lifting, carrying, pushing or pulling up to 20 pounds. Work Environment: Work is performed in operational office and a retail branch environment. Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. Travel 10%
    $32k-35k yearly est. Auto-Apply 17d ago
  • Universal Banker I - Fredericksburg

    C&F Bank 4.0company rating

    Fredericksburg, VA job

    Overview C&F Bank is a growing financial services company focused on creating remarkable experiences for our employees, customers, and communities. We are proud to have enriched the lives of customers and communities in Virginia for 97 years. It is our employees who play an integral role in shaping who we are as a company and upholding what matters most to us: people and relationships. We offer our teammates a highly competitive benefits package and the personal service, you would expect from a company that knows your community. Our employees enjoy paid time off, multiple retirement savings options, full health care options, in-house health services, volunteer opportunities, career development opportunities, student loan debt and tuition assistance. We are proud to offer those, and so much more, making C&F Bank a desirable place to work and build a career. We are currently looking to add a valued member to our Universal Banker team within our retail space. As a Universal Banker I, your mission is to acquire, manage, and retain meaningful relationships with customers. You will have the opportunity to take ownership of your career development through a variety of training opportunities to deliver the C&F Customer Experience. By responding to expressed needs, including all branch transaction functions, you will take a lead role in transitioning branch visits into relationship building opportunities that grow earning assets. The Universal Banker (UB) is also responsible for proactively contacting current customers to schedule relationship reviews and deepen existing relationships. In addition to continuous relationship management of current customers, the UB is also accountable for acquiring new customer relationships, primarily by referrals from customers, prospecting, and lead sources. This position is also expected to attend occasional networking events and business development activities. Responsibilities Growth and Business Development (60%): * Role models all aspects of C&F's "Focused on You" brand. * Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships. * Learns products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. * Reviews customer accounts to make appropriate decisions regarding the requested transaction. * Ensure that individual and team goals are met through required in person and outbound activities that provide an opportunity for us to share valued solutions and recommendations via our C&F Relationship Review. * Learns products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. * Acquires new consumer customer relationships by leveraging internal and external lead sources. * Attends networking/community events to build prospect list and acquire new customer relationships. * Builds collaborative, results-oriented relationships with prioritized key internal partners: Business/Commercial Relationship Managers, Customer Service and other Operations staff, Credit Services, C&F Mortgage and C&F Wealth Management representatives, and Treasury Solutions. * Influences, educates, and connects customers to technology. * Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, leveraging the C&F Customer Experience, to include C&F Active Site Leadership. * Drive branch revenue through small business development and new customer acquisition strategies. Drive the growth of small business expertise through branch routines of face-to-face appointments with customers, outbound calling, and prospecting. * Participation as reviewed and approved in the Market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and brand awareness. Manages Risk (20%): * Complies with all BSA/CIP requirements with all new account and existing customer interactions. * Submits all customer documentation accurately and in a timely manner. * Resolves all outstanding tracking items within specified guidelines. * Takes ownership of other operational risk management tasks as delegated * Adheres to the Bank's information security policies and manages Bank information appropriately; protects customer information with high sense of accuracy and urgency. * Balances drawer at the end of the day. Teamwork and Influence (20%): * Provides fill-in staffing to other market branches as needed. * Participates in, and occasionally leads, components of daily morning huddle/weekly team meetings. * Leads C&F Active Site Leadership when not with a customer. * Builds collaborative, results-oriented relationships with prioritized key internal partners: Branch and Market teammates, Customer Service, Electronic Solutions, Operations staff, C&F Mortgage and C&F Wealth Management representatives, and Commercial/Business Relationship Managers. Qualifications Education and Experience: Required Qualifications: High school diploma or GED One year of teller or cash handling experience One year of customer relationship building or sales experience Preferred Qualifications: One year or more of branch banking or lending experience Experience with sourcing and prospecting for new clients and relationship building Knowledge, Skills, and Abilities Required Qualifications: Excellent interpersonal and communication skills, including a desire to interact with customers and prospects. Ability to deepen and enhance customer relationships. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel to other branches within a geographic region to accommodate temporary staffing needs as well as to fulfill training requirements. Preferred Qualifications: General knowledge of bank operations, policies, and procedures. Ability to generate demand through prospecting and setting meetings. Travel Must be able to travel to all Bank locations, including subsidiaries. Must maintain reliable independent transportation for commuting and business-related travel. Ability to provide your own transportation is required for this role. Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking. Work Environment: Work is performed in a retail branch environment (on-site). Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. Travel 10% Education High School Diploma/GED
    $30k-35k yearly est. Auto-Apply 60d+ ago
  • Professional Teller (Stonefield)

    C&F Bank 4.0company rating

    Charlottesville, VA job

    The primary objective of this role is to manage and retain meaningful relationships with customers. You will have the opportunity to take ownership of your career development through a variety of training opportunities to deliver the C&F Customer Experience. You'll be front and center representing our brand and our culture. Your day-to-day responsibilities will focus on the customer experience as you assist with transactions, build rapport, and recommend solutions to keep customers informed. By responding to expressed needs, including all branch transactions, you will take a lead role in transitioning branch visits into relationship building opportunities that grow earning assets. The Professional Teller is also responsible for identifying customers' needs and making referrals to a C&F business partner who can help with specialized financial needs. Responsibilities Essential Duties and Responsibilities: Manages Risk (50%): * Reviews customer accounts to make appropriate decisions regarding the requested transaction. * Processes customer transactions accurately and efficiently; follows all C&F transaction policies and procedures, particularly deposit hold procedures. * Takes ownership of operational risk management tasks as delegated by Branch Manager, Assistant Branch Manager, or Teller Manager. * Adheres to the Bank's information security policies and manages customer and Bank information appropriately. Manages the Brand (30%): * Role models all aspects of C&F's "Focused on You" brand. * Makes personal connections, engages, and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships. * Consistently executes assigned elements of the C&F Customer Experience. * Provides backup performance of C&F Active Site Leadership as needed. * Learns C&F Bank products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. * Support team sales and goals through identifying customer needs and referring customers to the appropriate business partner to share valued solutions and recommendations via our C&F Relationship Review. * Drive performance metrics in line with company objectives. Teamwork and Influence (20%): * Treats all internal partners/teammates with a sense of urgency and respect. * Performs C&F Active Floor Leadership as assigned or need is identified. * Provides fill-in staffing to other market branches as needed. * Participates in, and occasionally leads, components of daily huddles and team meetings. Qualifications Qualifications: Education and Experience: Required Qualifications: High school diploma or GED One year of teller or cash handling experience One year of customer relationship building experience Preferred Qualifications: Previous teller experience Knowledge, Skills, and Abilities Required Qualifications: Excellent interpersonal and communication skills, including a desire to interact with customers and prospects. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel to other branches within a geographic region to accommodate temporary staffing needs as well as to fulfill training requirements. Ability to provide excellent customer service in person, over the phone, and by email. Travel Must be able to travel to all Bank locations, including subsidiaries. Must maintain reliable independent transportation for commuting and business-related travel. Ability to provide your own transportation is required for this role. Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking; occasional lifting, carrying, pushing or pulling up to 20 pounds. Work Environment: Work is performed in operational office and a retail branch environment. Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. Travel 10%
    $32k-35k yearly est. Auto-Apply 17d ago
  • Universal Banker I (Alverser)

    C&F Bank 4.0company rating

    Brandermill, VA job

    Overview C&F Bank is a growing financial services company focused on creating remarkable experiences for our employees, customers, and communities. We are proud to have enriched the lives of customers and communities in Virginia for 97 years. It is our employees who play an integral role in shaping who we are as a company and upholding what matters most to us: people and relationships. We offer our teammates a highly competitive benefits package and the personal service, you would expect from a company that knows your community. Our employees enjoy paid time off, multiple retirement savings options, full health care options, in-house health services, volunteer opportunities, career development opportunities, student loan debt and tuition assistance. We are proud to offer those, and so much more, making C&F Bank a desirable place to work and build a career. We are currently looking to add a valued member to our Universal Banker team within our retail space. As a Universal Banker I, your mission is to acquire, manage, and retain meaningful relationships with customers. You will have the opportunity to take ownership of your career development through a variety of training opportunities to deliver the C&F Customer Experience. By responding to expressed needs, including all branch transaction functions, you will take a lead role in transitioning branch visits into relationship building opportunities that grow earning assets. The Universal Banker (UB) is also responsible for proactively contacting current customers to schedule relationship reviews and deepen existing relationships. In addition to continuous relationship management of current customers, the UB is also accountable for acquiring new customer relationships, primarily by referrals from customers, prospecting, and lead sources. This position is also expected to attend occasional networking events and business development activities. Within approximately 12 months of your development, you will gain consumer lending training. Responsibilities Growth and Business Development (60%): * Role models all aspects of C&F's "Focused on You" brand. * Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships. * Learns products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. * Reviews customer accounts to make appropriate decisions regarding the requested transaction. * Ensure that individual and team goals are met through required in person and outbound activities that provide an opportunity for us to share valued solutions and recommendations via our C&F Relationship Review. * Learns products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. * Acquires new consumer customer relationships by leveraging internal and external lead sources. * Attends networking/community events to build prospect list and acquire new customer relationships. * Builds collaborative, results-oriented relationships with prioritized key internal partners: Business/Commercial Relationship Managers, Customer Service and other Operations staff, Credit Services, C&F Mortgage and C&F Wealth Management representatives, and Treasury Solutions. * Influences, educates, and connects customers to technology. * Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, leveraging the C&F Customer Experience, to include C&F Active Site Leadership. * Drive branch revenue through small business development and new customer acquisition strategies. Drive the growth of small business expertise through branch routines of face-to-face appointments with customers, outbound calling, and prospecting. * Participation as reviewed and approved in the Market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and brand awareness. Manages Risk (20%): * Complies with all BSA/CIP requirements with all new account and existing customer interactions. * Submits all customer documentation accurately and in a timely manner. * Resolves all outstanding tracking items within specified guidelines. * Takes ownership of other operational risk management tasks as delegated * Adheres to the Bank's information security policies and manages Bank information appropriately; protects customer information with high sense of accuracy and urgency. * Balances drawer at the end of the day. Teamwork and Influence (20%): * Provides fill-in staffing to other market branches as needed. * Participates in, and occasionally leads, components of daily morning huddle/weekly team meetings. * Leads C&F Active Site Leadership when not with a customer. * Builds collaborative, results-oriented relationships with prioritized key internal partners: Branch and Market teammates, Customer Service, Electronic Solutions, Operations staff, C&F Mortgage and C&F Wealth Management representatives, and Commercial/Business Relationship Managers. Qualifications Education and Experience: Required Qualifications: High school diploma or GED One year of teller or cash handling experience One year of customer relationship building or sales experience Preferred Qualifications: One year or more of branch banking or lending experience Experience with sourcing and prospecting for new clients and relationship building Knowledge, Skills, and Abilities Required Qualifications: Excellent interpersonal and communication skills, including a desire to interact with customers and prospects. Ability to deepen and enhance customer relationships. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel to other branches within a geographic region to accommodate temporary staffing needs as well as to fulfill training requirements. Preferred Qualifications: General knowledge of bank operations, policies, and procedures. Ability to generate demand through prospecting and setting meetings. Travel Must be able to travel to all Bank locations, including subsidiaries. Must maintain reliable independent transportation for commuting and business-related travel. Ability to provide your own transportation is required for this role. Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking. Work Environment: Work is performed in a retail branch environment (on-site). Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. Travel 10% Education High School Diploma/GED
    $30k-35k yearly est. Auto-Apply 17d ago
  • Professional Teller (Part Time) (Longhill)

    C&F Bank 4.0company rating

    Williamsburg, VA job

    The primary objective of this role is to manage and retain meaningful relationships with customers. You will have the opportunity to take ownership of your career development through a variety of training opportunities to deliver the C&F Customer Experience. You'll be front and center representing our brand and our culture. Your day-to-day responsibilities will focus on the customer experience as you assist with transactions, build rapport, and recommend solutions to keep customers informed. By responding to expressed needs, including all branch transactions, you will take a lead role in transitioning branch visits into relationship building opportunities that grow earning assets. The Professional Teller is also responsible for identifying customers' needs and making referrals to a C&F business partner who can help with specialized financial needs. Responsibilities Essential Duties and Responsibilities: Manages Risk (50%): * Reviews customer accounts to make appropriate decisions regarding the requested transaction. * Processes customer transactions accurately and efficiently; follows all C&F transaction policies and procedures, particularly deposit hold procedures. * Takes ownership of operational risk management tasks as delegated by Branch Manager, Assistant Branch Manager, or Teller Manager. * Adheres to the Bank's information security policies and manages customer and Bank information appropriately. Manages the Brand (30%): * Role models all aspects of C&F's "Focused on You" brand. * Makes personal connections, engages, and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships. * Consistently executes assigned elements of the C&F Customer Experience. * Provides backup performance of C&F Active Site Leadership as needed. * Learns C&F Bank products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. * Support team sales and goals through identifying customer needs and referring customers to the appropriate business partner to share valued solutions and recommendations via our C&F Relationship Review. * Drive performance metrics in line with company objectives. Teamwork and Influence (20%): * Treats all internal partners/teammates with a sense of urgency and respect. * Performs C&F Active Floor Leadership as assigned or need is identified. * Provides fill-in staffing to other market branches as needed. * Participates in, and occasionally leads, components of daily huddles and team meetings. Qualifications Qualifications: Education and Experience: Required Qualifications: High school diploma or GED One year of teller or cash handling experience One year of customer relationship building experience Preferred Qualifications: Previous teller experience Knowledge, Skills, and Abilities Required Qualifications: Excellent interpersonal and communication skills, including a desire to interact with customers and prospects. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel to other branches within a geographic region to accommodate temporary staffing needs as well as to fulfill training requirements. Ability to provide excellent customer service in person, over the phone, and by email. Travel Must be able to travel to all Bank locations, including subsidiaries. Must maintain reliable independent transportation for commuting and business-related travel. Ability to provide your own transportation is required for this role. Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking; occasional lifting, carrying, pushing or pulling up to 20 pounds. Work Environment: Work is performed in operational office and a retail branch environment. Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training.
    $32k-35k yearly est. Auto-Apply 23d ago

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