Richmond, Virginia;Richmond, Virginia; Glen Allen, Virginia; Richmond, Virginia; Richmond, Virginia; Midlothian, Virginia
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Can be flexible to work weekends and/or extended hours as needed
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$27k-34k yearly est. 7d ago
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Proprietary Equity Trader Position
T3 Trading Group 3.7
Investment banker job in Richmond, VA
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$67k-125k yearly est. Easy Apply 60d+ ago
Associate, Credit & Investment
CSC Leasing Co 3.9
Investment banker job in Richmond, VA
Full-time Description
At CSC, we equip innovators with the tools they need to accelerate progress and build a better future.
Established in 1986, CSC Leasing is a family-owned, independent equipment financing company headquartered in Richmond, Virginia, with regional offices throughout the United States. Our mission is to assist businesses of all sizes in acquiring essential assets in a cost-effective manner through innovative and competitive leasing programs. Over the past four decades, CSC has built lasting relationships with a diverse clientele, ranging from start-ups to Fortune 500 companies, and across various industries including life sciences, biotechnology, clean-tech, AI, manufacturing, and more.
With over $2 billion in financed transactions and $1 billion in assets under management, CSC's track record speaks to our deep industry knowledge, exceptional experience, and community-centered approach. We partner with companies across a wide variety of sectors. Many of our clients are driving innovation in agriculture, food & beverage, healthcare, manufacturing, and technology. Whether you're a rapidly growing start-up or a well-established corporation, CSC's responsive, relationship-oriented service is designed to meet your unique needs, no matter your industry or credit profile.
The Opportunity:
CSC is seeking an experienced Associate to serve as part of our Credit & Investment team. The Associate position is an integral part of the firm's transaction review process. The ideal candidate should be comfortable thinking for themselves and working autonomously to formulate investment theses for deals. Our flat organizational structure combined with the continuing expansion of the Credit & Investment team provides an exceptional opportunity for career growth and upward mobility.
While independent and self-motivated performance are valued, team-oriented principles are also required for the experienced Associate role. The Associate serves as a deal team lead and collaborates with our Analysts, Directors, Sales team, Account Managers, and Finance team to service our customers. Team-oriented, customer service is a must in this role.
The ideal candidate would have experience in venture lending, investment banking, commercial banking, or corporate finance. Experience in senior debt, asset-based financing, equipment-based financing, subordinated or mezzanine debt, or private equity is a plus. Candidates should have demonstrated business acumen and experience with financial statement modeling. In this role you'll review client provided financial models and investment presentations and be asked to synthesize that information in a short-form investment memo and present to our internal Investment Committees.
The Associate position will work from our corporate office in Richmond, Virginia. CSC is an in-office work culture, with the ability to work hybrid as needed to balance your personal life. Your time outside of the office is your own. CSC is a hyper-responsive financing partner, so you'll be asked to handle deal timelines accordingly, but boundaries are set and adhered to in order to ensure you have the balance you need outside of the office.
Primary Responsibilities:
Perform financial analysis on new and existing portfolio companies
Lead due diligence calls with company CFOs, CEOs, and growth equity sponsors
Compose credit memorandums
Present analysis to Investment Committee, CSC executives, and syndication partners
Assist with credit issuance and exposure management for existing AUM
Monitor and report on credit risk and exposure for CSC's portfolio
Perform strategic initiative as assigned, including special projects for our CIO/President
Requirements
5+ years of experience in financial modeling, operational, and/or strategic decision-making positions
Strong analytical and problem-solving skills, with the ability to think critically and strategically
High agency and high ownership when executing on deadlines
CSC Leasing is an Equal Opportunity employer. All applicants for employment will be considered based on their demonstrated ability and competence without discrimination on the basis of their race, color, religion, sex, gender identity, age, national origin or ancestry, disability, sexual orientation, marital status, veteran status, membership in the uniformed services, genetic information, or any other basis defined or protected by federal, state, or local laws.
$94k-151k yearly est. 60d+ ago
Private Client Banker - Broad St and Willow Lawn - Central VA Market
JPMC
Investment banker job in Richmond, VA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$34k-77k yearly est. Auto-Apply 60d+ ago
Premier Banker - Floater - Richmond, Virginia
New Horizon Bank-National Association
Investment banker job in Richmond, VA
Full-time Description
At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better - for our clients and for each other. This isn't a place for red tape; it's a place for builders. From product design to client experience to operations, we're constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you're energized by momentum, motivated by results, and excited to shape the future of banking, you'll feel right at home here.
General Job Summary:
New Horizon Bank is seeking a Premier Banker to play a unique role at our new Operations Center location. This role provides a unique opportunity for a trained and experienced Premier Banker to wear several hats, allowing for growth and diversification of skill sets beyond the role of a typical Premier Banker.
Essential Duties and Responsibilities:
Concierge Banking:
Offer personalized, white-glove service and support to our customers including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts.
Process regular teller transactions for customers including servicing customer accounts, accepting loan payments, cashing checks, verifying currency, balancing the cash drawer and ATM, initiating night deposits, and other related duties.
Provide comprehensive online, mobile and electronic banking support to customers.
Maintain proper security in teller cash and reserve handling, ensuring currency and coin are properly controlled at all times.
Open and close the Bank with an emphasis on security.
Operational duties including NSF, dormant accounts, OD, charge off, debit cards, online banking, and safe deposit boxes.
Participate in activities for generating new business such as special events.
Work from all other locations from time to time as capacity needs arise.
Office Management and Reception:
Greet customers and direct guests, ensuring a professional and welcoming experience.
Handle incoming calls for the bank and direct them to the appropriate department or staff member.
Maintain supply inventory for the branch and attached corporate office.
Requirements
Required Knowledge, Skills, and Abilities:
Ability to multi-task with an emphasis on accuracy and attention to detail
A good understanding of computer functions and typing skills
Strong organization skills and problem solving
Basic understanding of financial products and services and the ability and willingness to continue to learn
Assessing customers' needs, providing appropriate recommendations, and building customer relationships to optimize opportunities with new and existing customers
Exceptional written and verbal communication skills
Ability to adapt to changing demands and requirements
Compliance with BSA regulations as appropriate to the position
NMLS approval as a Mortgage Loan Officer
Education and Experience:
High School diploma.
A minimum of 2 years' Premier Banker experience, preferably with a community bank.
$34k-77k yearly est. 21d ago
Financial Advisor, Truist Investment Services, Richmond, VA
Truist Bank 4.5
Investment banker job in Richmond, VA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
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If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:Job Summary
Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests.
2. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
3. Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained.
4. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
5. Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
6. Conduct branch training sessions and investment product educational seminars for clients and prospects.
7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
3. Applicable state health and life insurance licenses.
4. Securities sales and client relationship management experience.
5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal and relationship management skills.
6. Competent skills in Microsoft Office software products.
Preferred Qualifications:
1. Banking experience
2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
$70k-128k yearly est. Auto-Apply 32d ago
Financial Representative State Farm Agent Team Member
Tyler Tiesing-State Farm Agent
Investment banker job in Chester, VA
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Paid time off
Training & development
Opportunity for advancement
ROLE DESCRIPTION: Tyler Tiesing - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.
As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success every day.
Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
QUALIFICATIONS:
Possess excellent communication skills.
Display good analytical skills.
Provide excellent customer service.
Accredited with the Financial Industry Regulatory Authority (FINRA)
Life/Health Insurance License
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
Licensing reimbursement after 3 months
Signing bonus for pre-licensed professionals
$34k-69k yearly est. 10d ago
Financial Service Representative (Oxbridge Location)
Argent Federal Credit Union
Investment banker job in Richmond, VA
Job Description
As a Financial Service Representative, you represent a significant part of our operations team and your passion for driving exceptional customer service is a real opportunity to demonstrate Argent Credit Union's dedication to being our members trusted financial partner and our commitment to the well-being of our community. The purpose of this role is to develop & enhance the full member relationship from opening of an account to sharing various services offered by the credit union.
Join the Argent Credit Union family if you want to make a real difference. Your goal is to maximize the member experience by accurately and efficiently processing financial transactions.
The right candidate should exhibit and be willing and able to:
Exhibit professionalism and trustworthiness
Navigate multiple systems while interacting with members and processing transaction services.
Exercise active listening skills.
Cross-sell credit union products, services and promotions.
Meet or exceed assigned job production guidelines.
Desired Skills:
Banking, financial and cash handling background preferred.
Ability to set priorities and multitask.
Ability to handle sensitive information with discretion.
Excellent verbal and written communication skills
Proven record of providing both internal and external customer service
Attention to detail
Qualifications:
High School Diploma or Equivalent
Previous experience in customer service and/or cash handling is preferred.
One year of experience as a credit union or bank teller preferred.
Join the Argent Credit Union family and be a part of an organizational culture where taking great care of our employees is what matters.
$27k-48k yearly est. 19d ago
Associate Principal, Financial Aid Optimization
EAB 4.6
Investment banker job in Richmond, VA
At EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve.
At EAB, we serve not only our partner institutions but each other-that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards.
For more information, visit our Careers page.
The Role in Brief:
Associate Principal, Financial Aid Optimization
Our Financial Aid Optimization division provides custom revenue optimization models designed to meet strategic enrollment objectives for client colleges and universities across the country. The Associate Principal position works closely with a data analyst team to find data-based insights to help optimize enrollment outcomes for a diverse and compelling portfolio of college and university clients. Associate Principals assist in all areas of our analysis, which includes having a working understanding of how analysis is constructed, coordinating project deliverables and meetings, interpreting and presenting the analysis to clients, and working to help clients formulate the best strategic uses of financial aid to achieve their enrollment goals. This position requires the ability to master the interpretation of the analysis and to effectively work with clients.
This hire may be based in Richmond, VA; Washington, DC; or Bloomington, MN; this position is also open to remote employment within the continental United States.
Primary Responsibilities:
* Understand how the economy, public policy, and public perception of the value of a college degree are affecting the behavior of students and their families
* Learn the recent enrollment history for each client, as well as their goals and objectives
* Understand the basics of how our analysis and simulations are constructed
* Interpret the descriptive slides and present the findings to clients
* Utilize the live simulation model to help clients set their aid policy
* Monitor the progress of clients toward their goals
* Present to committees and boards to educate and instill institutional knowledge and lead discussions on performance trends and simulations regarding enrollment and financial aid
* Answering ad hoc data-related and policy questions
Because we work on both the academic calendar of colleges and the 18-month enrollment cycle (which has intense activity at specific points during the cycle), there are periods in which our work will require some evening or weekend work.
Basic Qualifications:
* Bachelor's degree
* 7+ years of relevant work experience in which managing client/external relationships was a primary responsibility
* 5+ years of experience in admissions or financial aid at a four-year college or university
* Experience aligning strategic insights and solutions to client goals
* Professional or academic experience with a quantitative or data analysis focus
* Ability to persuasively present to clients and colleagues EAB's commitment to forward leaning, innovative strategies that successfully achieve their desired outcomes
* Proven relationship building, collaboration/teamwork orientation, and ability to influence for win-win outcomes
* Proficiency in Excel, Word, and PowerPoint
* Ability to travel up to 25% - this position requires travel to 15 - 20 college campuses during the summer and fall and intermittently throughout the rest of the year
Ideal Qualifications:
* Graduate degree
* Experience with graduate, professional, or law admissions financial aid
* Experience leading large projects or events
* Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging in support of EAB's mission, values, and aspiration.
If you've reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome new perspectives and learn from each other's unique experiences. We would encourage you to submit an application if this is a role you would be passionate about doing every day.
Compensation:
The anticipated starting salary (base) range for this role is $75,000 - $100,000 per year. Actual salary varies due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting salary range for their role.
This hire will additionally be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on various factors, such as individual and organizational performance.
Benefits:
Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include:
* Medical, dental, and vision insurance plans; dependents and domestic partners eligible
* 20+ days of PTO annually, in addition to paid firm and floating holidays
* Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each)
* 401(k) retirement savings plan with annual discretionary company matching contribution
* Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans
* Employee assistance program with counseling services and resources available to all employees and immediate family
* Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation
* Fertility treatment coverage and adoption or surrogacy assistance
* Paid parental leave with phase back to work program for birthing and non-birthing parents
* Access to milk shipping service to support nursing employees during business travel
* Discounted pet health insurance coverage for dog and cat family members
* Company-provided life, AD&D, and disability insurance
* Financial wellness resources and membership in a robust employee discount program
* Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunities
Benefits kick in day one; learn more at eab.com/careers/benefits.
This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future.
At EAB, we believe that to fulfill our mission to "make education smarter and our communities stronger" we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard.
To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don't discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.
$75k-100k yearly 21d ago
Market Banker I
Primis Financial 4.2
Investment banker job in Mechanicsville, VA
Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures.
Essential Functions
* Perform a variety of customer transactions and inquiries in accordance with the Bank's customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments).
* Proactively conduct sales activities to offer solutions to customer's financial needs while also meeting sales goals.
* Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs.
* Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved.
* Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions.
* Perform market center functions and support other market center employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the market center; place cash order and prepare shipment.
* Maintain knowledge and a strong understanding of the Bank's products/services, pricing, and the Bank's customer relationship management software.
* Assist other market center employees as needed to ensure satisfactory audit ratings are achieved at the market center level; including, but not limited to, responsibility for completing portions of the market center's Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures.
* In person attendance required.
* Regular, reliable and predictable attendance.
Marginal Functions
* Set, achieve and exceed standards by adhering to established Service Quality Standards.
* Assist as needed with ATM, vault, and night depository responsibilities, including, but not limited to, opening, replenishing, or balancing the market center's ATM.
* Embrace cross training on other responsibilities in an effort to develop and grow professionally. Demonstrate ongoing improvement in all areas of performance.
* Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
* All other duties as assigned.
Minimum Educational & Experience Requirements
* High School diploma or equivalent
* Cash handling experience
* Customer service experience in a retail environment
* Sales experience, including cross-selling (preferred)
* Previous retail bank experience (highly preferred)
Minimum Skill Requirements
* Able to successfully complete required training programs
* Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs
* High level of detail orientation
* Proven team player
* Able to present product features and benefits effectively and provide sound guidance
* Strong organizational skills
* Effective and professional verbal and written communication skills
Physical Demands
In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
* Frequent bending and squatting to access cash supply
* Continuous sitting or standing in forward facing position
* Frequent movement to different areas of bank including teller windows in lobby and Drive Thru.
* Frequent moving about office to access needed office equipment
* Frequent lifting of up to 20 pounds
* Continuous counting/money handling
* Continuous interaction with customers
* Continuous repetitive use of hands and arms
* Continuous communication: in-person, phone, written and electronic
Work Environment
* Retail Bank setting with some travel to other market centers
* Moderate noise level
$32k-62k yearly est. 2d ago
Main Banker, Cage
Churchill Downs Inc. 4.6
Investment banker job in Richmond, VA
Colonial Downs Group (CDG) is owned and operated by Churchill Downs Incorporated and consists of several different brands across Virginia: Colonial Downs Racetrack, Rosie's Gaming Emporium, Rosie's Game Room, and Virginia Horseplay. CDG is an inclusive and fun place to work. We celebrate unique approaches and points of view. We believe diversity is a mindset that drives excellence. We're always learning, evolving, and growing. We innovate through mutual respect of ideas and collaboration. This allows us to build a common language that inspires our team members and propels us toward the achievement of our vision.
JOB SUMMARY
The Main Banker handles and balances all money operations in the Main Bank area on an assigned shift. Responsible for supervisory duties as needed. The incumbent should have high level banking experience, like a senior teller, vault teller, or supervisor for retail banking.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Complies with and follows Internal Control Policies and Procedures, state regulations, Bank Securities Act, Title 31 Rules and Regulations, and the company's Responsible Gaming Plan.
* Monitors reconciliation of funds exchange for cashiers.
* Maintains accurate accountability of all funds assigned.
* Prepares gaming bank deposit in accordance with company policy and procedures.
* Reconciles reports from Drop Count department.
* Reconciles all jackpot slips (games), checks, credit card advances, tickets, lottery, promotional payouts and other related fund exchanges associated with the main bank.
* Maintains and controls all window bank keys and kiosk keys.
* Safeguards company assets and adheres to all policies and procedures.
* Maintains and is held accountable for all funds entrusted on an assigned shift.
* Handles Team Member and internal guest financial transactions.
* Monitors for fraud, forged/counterfeit currency and/or vouchers.
* Balances all funds and prepares reconciliation reports accordingly.
* Ensures accuracy while utilizing the Jet Sorters and money counters.
* Accountable for gift card inventory and movements.
* Resolves problems that are within the position's scope of authority and recommends courses of action to resolve problems that are beyond the scope of authority to the position's supervisor.
* Performs other duties as assigned.
#ColonialDowns
REQUIRED SKILLS AND ABILITIES
* Ability to read, write, and comprehend simple instructions, short correspondence, and memos.
* Ability to communicate discrepancies with leadership.
* Knowledge of Microsoft applications and other computer applications.
EDUCATION AND EXPERIENCE
* High School Diploma or equivalent required.
* Ability to pass basic math exam required.
* Cash handling and guest experience preferred.
* A combination of education and experience may be considered.
* Must obtain valid Virginia Racing Commission License.
PHYSICAL REQUIREMENTS & WORKING CONDITIONS
* The Team Member will be required to sit or stand for extended periods of time.
* While performing the duties of this job, the Team Member may also be required to stand; walk; use hands to finger reach, handle, or feel objects, tools, or controls; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear.
* The Team Member may also be required to lift, push, and pull up to 25lbs.
* The Team Member may be required to work nights, weekends, and holidays.
* The noise level in the work environment is moderate.
* The Team Member may be exposed to smoke when on the floor of the gaming room.
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.
Work With Us
Churchill Downs Incorporated is an inclusive and fun place to work. We celebrate unique approaches and points of view. We believe diversity is a mindset that drives excellence. We're always learning, evolving and growing. We innovate through mutual respect of ideas and collaboration. This allows us to build a common language that inspires our team members and propels us toward the achievement of our vision.
Already Work Here?
Here's a link to apply internally:
Employee Login
$26k-32k yearly est. 12d ago
Financial Services Representative State Farm Agent Team Member
John Patterson-State Farm Agent 3.3
Investment banker job in Bon Air, VA
Job DescriptionBenefits:
Simple IRA
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Were a locally rooted, fast-moving insurance agency that believes in doing business the right waywith energy, integrity, and a genuine connection to our community. From helping our neighbors find the right coverage to sponsoring local events, we take pride in showing up and making a difference where it matters most.
At our agency, we reward hard work and create an environment where people genuinely love coming to work. Team members enjoy top-tier benefits, including Gold Plan health insurance, retirement matching, and paid time off to recharge. We celebrate success with bonuses, swag giveaways, and exciting trips that you can earn based on performance.
We're a top 5% State Farm agency, so youll be part of a winning culture that values teamwork, recognition, and growth. We believe in celebrating achievements together, whether its through our annual holiday party or daily encouragement and support. If youre someone who thrives on connection, loves a challenge, and wants to be part of something bigger than yourself, this could be the place where you build a lasting and rewarding career.
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with John Patterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses (Series 6/63/65), current licensees preferred.
Proven experience working as a financial services representative preferred.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
$28k-33k yearly est. 11d ago
Consumer Personal Banker (Laburnum Branch)
Atlantic Union Bank 4.3
Investment banker job in Richmond, VA
This position is responsible for providing a best in class customer experience while assisting new and existing customers through needs based conversations and providing appropriate solutions to meet their immediate, short term and long term financial needs.
Position Accountabilities
* Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience
* Develop and maintain knowledge of bank products, services, including other lines of business
* Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)
* Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting
* Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
* Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
* Promote the branch's overall growth through the development and retention of new and existing customers
* Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
* Uncover and provide solutions for lending needs
* Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
* Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals
* Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
* Perform complex branch operational duties as assigned
* Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bancshares' BSA/AML Policy and Procedures.
* Ensure that all required training is successfully completed
* Other duties as assigned
Organizational Relationship
This position reports to the assigned leader of the branch.
Position Qualifications
Education & Experience
* Possess or be able to obtain an NMLS registration
* High school diploma or equivalent required, associate's degree preferred
* Minimum of 2 years experience in banking or financial services preferred
* Minimum of 2 years developing customer relationships, achieving sales/production goals, and building referral sources preferred
* Minimum of 1 year previous lending experience required
Knowledge & Skills
* Excellent customer service skills
* Excellent oral and written communication skills
* Ability to exercise sound business judgment
* Proficient computer skills
* Ability to handle multiple tasks with attention to details
* Flexible, able to adapt to change
* Shifts may vary for each position offering, depending on business need
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting *********************************************************
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
$28k-37k yearly est. 26d ago
Personal Banker James Center Branch
Wells Fargo Bank 4.6
Investment banker job in Richmond, VA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
1021 East Cary Street Richmond, VA 23219
Posting End Date:
28 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$27k-37k yearly est. 7d ago
Roving Personal Banker West End District
W.F. Young 3.5
Investment banker job in Richmond, VA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to travel 100% of the time within the district
Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position is not eligible for Visa sponsorship
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location(s):
101 S. Washington Highway Ashland, VA 23005
10190 Staples Mill Road Glen Allen, VA 23060
1390 Gaskins Road Richmond, VA 23233
3018 River Road West Goochland, VA 2306
11290 Nuckols Road Glen Allen, VA 23059
10821 Ridgefield Parkway Richmond, VA 23233
12888 Broad Street Richmond, VA 23233
1701 N. Parham Road Richmond, VA 23229
8101 Brook Road Richmond, VA 23227
9197 Atlee Road Mechanicsville, VA 23116
3300 Pump Road Richmond, VA 23233
9811 Brook Road Glen Allen, VA 23059
9801 West Broad Street Glen Allen, VA 23060
Pay Range:
This job profile is eligible for a 10% pay differential.
Posting End Date:
10 Feb 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$26k-31k yearly est. Auto-Apply 2d ago
Part Time Advisor - Banking Specialist
Spinnaker Consulting Group
Investment banker job in Tuckahoe, VA
Part-time Description
Spinnaker Consulting Group is different from other consulting organizations. We are a hands-on firm built around a team of experts with real-world experience who help companies navigate complex business challenges.
We are changing the consulting game because we are doers, working side by side with our clients to do what needs to be done to solve problems and drive results. In short, we're striving to be the consultants we wish we could have hired.
We are looking for dynamic professionals to join our team on a part-time basis.
The Advisor Role:
The Advisor role is a unique position, and it's not for everyone. It is an on-demand role, paid hourly when client engagements that fit your skills arise. Candidates who may find this a great opportunity include:
Individuals with their own solo-practitioner consultancy (or other small business) who may welcome additional engagement opportunities to supplement their own endeavors and income
Semi-retired individuals, or people on sabbatical, who want to keep their skills sharp, but who are not seeking full time work and who welcome breaks between engagements
Individuals who seek part time work to stay engaged in the workforce on a variable basis, while maintaining flexibility
Other Factors:
Advisors are always empowered to turn down engagements if for whatever reason the work, the timing, or other factor doesn't appeal to them. They'll be kept in mind for the next suitable opportunity that arises.
Advisors go through the same interviewing process for skills, experience, and cultural fit as full-time consultants. It is critical to Spinnaker that this is a good two-way fit. In fact, some Advisors have transitioned into full time Consultant roles, while some Consultants have transitioned into Advisor roles. If the idea of flexible work appeals to you, keep reading!
As an Advisor at Spinnaker Consulting Group, you will apply your skills and experience to help clients solve complex business problems and achieve their objectives.
Your Role:
Collaborate with our clients to refine their problem statements, develop future-state solutions, and implement impactful solutions
Engage with client team members and proactively identify opportunities to help solve their challenges, adding value and driving collaboration
Leverage your project management and technical expertise to execute on tactical engagement work to support our clients
Independently overcome impediments and provide recommendations to the client team
Use relationship management and delegation skills to effectively drive work through others
Provide timely updates to ensure deliverables and the engagement are on track, highlighting delays or impediments immediately when they are identified, following the day-to-day direction of the Team Lead
Requirements
Your Experience:
Please note that we have opportunities for advisors with a wide range of experience and seniority levels.
You have five to ninety-five years of experience working in the financial services industry in any of these functions:
o Bank Operations Process Management
o Project Management and/or large Program Delivery
o Process Excellence (Lean or Six Sigma Certification a plus)
o Customer Service, including Contact Centers
o Loss Mitigation (Collections/Recoveries)
o Customer Acquisitions incl. loan origination engines
o Organizational Design and Transformation
o Fraud Analysis and Management
o Dispute Management
o Payments (ACH, Wires, RTP, Zelle, Check Disbursements, etc.)
o Billing Processes
o Customer or Executive Complaints Payments
o Credit Bureau Reporting
o Branch Strategy / Management
You have strong research, organizational, analytical, and problem resolution skills
You hold a bachelor's or master's degree in a related discipline and expand your technical knowledge on an ongoing basis
You are self-directed, accountable, creative and comfortable working independently in a fast-paced, client facing environment with a travel component, when needed
You have additional experience with:
Identifying a broad variety of business challenges and opportunities for improvement and are comfortable making strategic or tactical recommendations to solve them
Gathering, researching and structuring information needed to solve complex business problems.
Navigating ambiguous and unstructured problem sets
Implementing new strategies including defining the scope of operational feasibility, supporting implementation efforts and developing valuable monitoring plans
Leading project delivery and communicating effectively, both verbally and written, to a wide audience
Influencing decision-makers and driving results through a team effort
Your Colleagues:
Each member of our leadership team has over 20 years of experience running and managing businesses in addition to critical job specific competencies. Every member of the Spinnaker organization has significant experience working in and with banks to help them run more efficiently and be more customer-focused.
In short, you won't find “career consultants” within our ranks and that blended experience ensures our associates and clients achieve their maximum potential.
Spinnaker Consulting Group is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Spinnaker Consulting Group promotes a drug-free workplace.
If you are ready to get on board with Spinnaker please submit your application today. We look forward to getting to know you!
$35k-59k yearly est. 60d+ ago
Financial Services Representative State Farm Agent Team Member
Steve Sparkman-State Farm Agent
Investment banker job in Williamsburg, VA
Job DescriptionBenefits:
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$28k-49k yearly est. 9d ago
Relationship Banker - 360 Mechanicsville, VA
Jpmorgan Chase 4.8
Investment banker job in Mechanicsville, VA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$27k-36k yearly est. 18d ago
Financial Service Representative (Oxbridge Location)
Argent Federal Credit Union
Investment banker job in Manchester, VA
As a Financial Service Representative, you represent a significant part of our operations team and your passion for driving exceptional customer service is a real opportunity to demonstrate Argent Credit Union's dedication to being our members trusted financial partner and our commitment to the well-being of our community. The purpose of this role is to develop & enhance the full member relationship from opening of an account to sharing various services offered by the credit union.
Join the Argent Credit Union family if you want to make a real difference. Your goal is to maximize the member experience by accurately and efficiently processing financial transactions.
The right candidate should exhibit and be willing and able to:
Exhibit professionalism and trustworthiness
Navigate multiple systems while interacting with members and processing transaction services.
Exercise active listening skills.
Cross-sell credit union products, services and promotions.
Meet or exceed assigned job production guidelines.
Desired Skills:
Banking, financial and cash handling background preferred.
Ability to set priorities and multitask.
Ability to handle sensitive information with discretion.
Excellent verbal and written communication skills
Proven record of providing both internal and external customer service
Attention to detail
Qualifications:
High School Diploma or Equivalent
Previous experience in customer service and/or cash handling is preferred.
One year of experience as a credit union or bank teller preferred.
Join the Argent Credit Union family and be a part of an organizational culture where taking great care of our employees is what matters.
$27k-48k yearly est. Auto-Apply 60d+ ago
Floating Market Banker I
Primis Bank 4.2
Investment banker job in Colonial Heights, VA
Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures. Essential Functions
Perform a variety of customer transactions and inquiries in accordance with the Bank's customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments).
Proactively conduct sales activities to offer solutions to customer's financial needs while also meeting sales goals.
Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs.
Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved.
Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions.
Perform market center functions and support other market center employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the market center; place cash order and prepare shipment.
Maintain knowledge and a strong understanding of the Bank's products/services, pricing, and the Bank's customer relationship management software.
Assist other market center employees as needed to ensure satisfactory audit ratings are achieved at the market center level; including, but not limited to, responsibility for completing portions of the market center's Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures.
In person attendance required.
Regular, reliable and predictable attendance.
Marginal Functions
Set, achieve and exceed standards by adhering to established Service Quality Standards.
Assist as needed with ATM, vault, and night depository responsibilities, including, but not limited to, opening, replenishing, or balancing the market center's ATM.
Embrace cross training on other responsibilities in an effort to develop and grow professionally. Demonstrate ongoing improvement in all areas of performance.
Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
All other duties as assigned.
Minimum Educational & Experience Requirements
High School diploma or equivalent
Cash handling experience
Customer service experience in a retail environment
Sales experience, including cross-selling (preferred)
Previous retail bank experience (highly preferred)
Minimum Skill Requirements
Able to successfully complete required training programs
Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs
High level of detail orientation
Proven team player
Able to present product features and benefits effectively and provide sound guidance
Strong organizational skills
Effective and professional verbal and written communication skills
Physical Demands In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
Frequent bending and squatting to access cash supply
Continuous sitting or standing in forward facing position
Frequent movement to different areas of bank including teller windows in lobby and Drive Thru
Frequent moving about office to access needed office equipment
Frequent lifting of up to 20 pounds
Continuous counting/money handling
Continuous interaction with customers
Continuous repetitive use of hands and arms
Continuous communication: in-person, phone, written and electronic
Work Environment
Retail Bank setting with some travel to other market centers
Moderate noise level
How much does an investment banker earn in Richmond, VA?
The average investment banker in Richmond, VA earns between $88,000 and $279,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.