Investment banker jobs in Virginia - 633 jobs

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

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.

High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success. Internship Location, Availability and Hours: Located in our Tysons Corner, VA office interns must be flexible to work full time during the summer, significant hours are required. What You'll Do: Learn by doing and be trusted with meaningful work from the jump Play an integral role on investment banking teams, providing analytical support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, public equity offerings, and other financial advisory services for clients across the Defense & Government sector. Assist in the preparation of company valuations, financial models, company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation. Hone your skills by working closely with senior bankers and client senior management on a variety of transactions. Work primarily on domestic and cross-border M&A transactions, with clients including Fortune 1000 companies, private equity groups, and founder-run businesses. What You'll Gain The kind of environment that turns early talent into lasting careers Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence. Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership. Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers. What It Takes: We're looking for people that want to go far, and go together Current enrollment in a Bachelor's degree program required with a graduation date of December 2027 or Spring 2028 A full-time minimum 10-week commitment during the summer is required Proven interest in investment banking or other areas within the financial services industry is beneficial Possess a strong work ethic and a record for excellence Ability to function both within teams and self-directed tasks Superior intellect, demonstrated leadership ability, excellent verbal and written communication skills, attention to detail, and a commitment to excellence. Compensation and Benefits: Base salary: $110,000 (pro-rated for summer program) Paid holidays As part of our application process and to be considered for our Summer 2027 Analyst Internship program, you must complete the Suited assessment. Please click here to create an account and access the form. Your responses will be recorded as you select “Save” at the end of each section - there is no final “Submit” button. Your Baird application is not complete until you submit the Suited profile. Please reach out to ************************ if you have any questions Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Investment Intern (Summer 2027) - Charlottesville, VA University of Virginia Investment Management Company (UVIMCO) provides investment management services to UVA and its associated organizations. We are responsible for evaluating, selecting, and monitoring investment strategies for a $16 billion endowment portfolio. Our portfolio is invested globally across a broad range of asset classes and strategies including public equity, hedge funds, private equity, venture capital, real estate, resources, credit, fixed income, and derivatives. The vast majority of our investments are implemented through long-term partnerships with world-class external fund managers. The Investment Intern position is a unique opportunity to join a team of experienced investment professionals motivated to generate exceptional returns to further the mission of UVA. Why Join Us Learn from top investment managers across the globe: Through existing and potential new partnerships, interns have the opportunity to engage with exceptional investment managers across asset classes, providing an unparalleled learning opportunity. We scour all corners of the world for investment opportunities and interns play a critical role in assessing these opportunities. Support UVA's mission: Investment returns drove north of $1.5 billion increase in the value of the Long Term Pool during the first 11 months of fiscal year 2025 which directly supports scholarships, programs, research, and other initiatives to benefit current and future students, faculty, patients, and staff of the University. Interns have an immediate impact on UVIMCO's work through research and analysis that contribute meaningfully to investment decisions. Strong culture: UVIMCO fosters a collegial, flat, and collaborative work environment. The firm prioritizes employee well-being and maintains a strong work-life balance. Staff is united by a passion for our mission, a love of learning, and a commitment to preserving UVIMCO's record of excellence. Generous employment benefits: UVIMCO offers a competitive base salary and a business casual work setting. We are located on the Downtown Mall in Charlottesville, VA. Position Overview The Investment internship generally spans 10 weeks over the course of the summer in our offices in Charlottesville. Investment Interns work as an integral member of a small, flat team, interfacing directly with senior management to research and evaluate investment opportunities. Responsibilities include: • Work across the investment team to research global investment themes and conduct external manager due diligence across various asset classes • Conduct relevant quantitative analysis to evaluate current and prospective investment managers • Participate in diligence meetings with external investment managers • Prepare and present investment recommendations alongside senior staff • Attend internal investment committee meetings and contribute independent opinions • Assess current opportunities and risks for various investment strategies across public and private markets • Complete special projects as directed by senior management Position Requirements Working towards an undergraduate degree (degree in finance, economics, math, data / quantitative analysis, or engineering disciplines preferred) with excellent academic credentials. Students graduating December 2027 or May 2028 preferred Demonstrated passion for investing and global markets with a high level of curiosity Effective verbal and written communication skills and strong attention to detail Outstanding quantitative and qualitative analytical skills Willingness to work collaboratively as part of a team High level of professionalism and integrity Ability to be resourceful and work independently

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com. Fair Chance Notices

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: **************************************************************************

BayPort Credit Union is seeking a Licensed Investment Representative to help employees, credit union members, and new clients reach their financial goals by providing them with exceptional personalized service and appropriate financial solutions. This individual will service an existing book of business while generating new clients. ESSENTIAL DUTIES AND RESPONSIBILITIES: Work in a sales capacity and identify and solve the financial needs of clients by offering investment products. Identify and evaluate customer and employee needs for financial services. Design and implement those services and products that respond to client needs and which are consistent with the mission of Credit Union. Write and follow an annual business plan which includes marketing, branch development, sales goals, sales activities, client development, etc. Represent the firm in relationships with major clients, industry organizations, regulatory bodies, and other key outside parties. Identify and develop relationships with wholesalers. Keep current on investment products and services offered. Provide periodic client account reviews. Develop and maintain long-term relationships based on trust and respect for clients, employees and members. Follow through on the sales goals set forth by the investment program. Provide regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Provide excellent customer service. Processes account reviews on a monthly, quarterly and yearly basis. Follow the rules and regulations set forth by the credit union, FINRA, SEC and the broker/dealer. Address and solve business-related challenges as needed. Work with branch managers to identify and leverage cross-sell opportunities. Drive investment and credit union integration initiatives, e.g. call nights, branch training, etc. Support all product and campaign launches. Supports Company Mission and Corporate Values QUALIFICATIONS AND REQUIREMENTS: Required Education: A college degree. Required Experience: Minimum 2 years financial services industry experience Preferred Experience: Previous experience working in credit union or community bank environment preferred. Required Knowledge: Active FINRA Series 6 or 7, 63/65 or 66 licenses and Virginia Life and Health Insurance Licenses. Exceptional sales orientation and in-depth investment knowledge. Skills and Abilities: Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team. Requires professional, well-developed oral, written, and interpersonal skills necessary for communicating with members, visitors, callers, vendors and co-workers Great organization skills Strong presentation skills Strong work ethic, self-starter Investment Representatives are employed by BayPort Credit Union and registered through CFS (Member FINRA/SIPC). CFS offers its representatives a supportive back-office staff, tomorrow's technology, a proprietary database for client information, and clearing through Pershing. To learn more about CUSO Financial Services, L.P., go to ****************

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.

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.

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

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

Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley. Langley Federal Credit Union is one of the 100 largest credit unions in the United States, with over $5B in assets and over 390,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia. Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to: Investing in You: Educational Assistance, encompassing books, lab fees, registration costs, and more. Support for Student Loan Repayment. Abundant Career Growth Opportunities. Time Off That Matters: Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap. Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too! Paid Sick Time for all team members. Financial Security: Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option. Company-covered short- and long-term disability insurance. Complimentary Life Insurance and the choice of additional Voluntary Life Insurance. Flexible Health Care and Dependent Care benefits. Langley Federal Credit Union is currently hiring for a Full Time Financial Service Representative to work on-site from our Poquoson Branch located in Poquoson, VA. Job Summary: The Financial Service Representative provides members and potential members of Langley with in-person, impeccable service throughout our branch network. Financial Service Representative utilizes consultative selling to offer financial products and services that meet or exceed members' needs. This role identifies opportunities to increase member engagement. They educate members on Langley products and services to improve members' lives by helping them save, borrow, and spend wisely. Essential Functions, Duties, and Responsibilities: Utilize consultative selling to offer financial products and services that meet or exceed members' needs. Process consumer loan products and services ensuring compliance with Federal Regulations and Credit Union policies and procedures to include personal, auto, home equity line of credit, and credit cards. Process all types of transactions for members including balance inquiries, transfers, payments, loan advances, account opening and all other requests. Provide assistance to members with all account and loan related service needs including offering financial advice that will improve their financial well-being. Assist with Online and Telephone banking, including enrollment, general education, troubleshooting and resetting passwords or security questions. Record every member interaction and follow up utilizing Customer Relationship Management (CRM) tool and Document Management System. Educate members on Langley products and services, making referrals to internal business partners. Foster teamwork by professionally interacting with peers, supervisors, and other Langley employees. Serve as front line deterrent against fraud and theft, protecting members and the Credit Union. Support the day to day operations and efficiencies of the branch. Qualifications: Associates degree; or equivalent combination of education and/or service or sales experience. Our Keys to Success: Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities. Langley Ambassador - Demonstrates a passion for Langley's vision, encouraging diversity, equity and inclusion while considering Langley's values when making decisions and taking accountability for delivering results. Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future. Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities. Continuous Learner - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is frequently required to sit, use hands to handle or feel, reach with arms, and talk or hear. The employee is occasionally required to walk, stand, taste or smell, and stoop, kneel, crouch, or crawl. Occasional lifting up to 10 pounds is required. Specific vision requirements for the job include close vision (at 20 inches or less), distance vision (20 feet or more), and color vision. Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position is occasionally required to work in outdoor weather conditions. The noise level within the work environment is typically moderate. Ability to work a flexible schedule is required. We look forward to receiving your application and eagerly anticipate the opportunity to learn more about your qualifications and aspirations. Your unique perspective and skills could be a valuable addition to our team. We're excited to delve deeper into your background and potential fit with our company culture. Thank you for considering joining us on this journey, and we can't wait to get to know you better!

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

Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our “Well Life” approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace “to grow your career” in the U.S. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today. 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 weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position is not eligible for Visa sponsorship Ability to travel 100% of the time within the district This position may potentially rove between branches in a specific geography to provide support for locations where a banker or teller is out of the office or to temporarily cover vacancies. In this role, the personal banker will be expected to commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage and/or public transportation is provided). 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. Position maybe located at one of the following branches: 611 E Main Street Purcellville 20132 110 Rivendell Court Winchester 22603 232 N Royal Avenue Front Royal 22630 120 Gateway Drive Winchester 22603 Posting End Date: 12 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.

Job DescriptionBenefits: Bonus based on performance Opportunity for advancement Training & development ROLE DESCRIPTION: As a Financial Services Rep with Gina Lynch State Farm, you will successfully market the financial products and life insurance to manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 65, 6 and 63, SIE licenses preferred. VA Life License

Light Counseling has served more than 60,000 Individuals, Couples, & Families and has been providing professional, confidential, and distinctly Christian counseling services to Virginia for over 30 years. Additionally, we serve clients in 8 other states! We take pride in incorporating God's truth in the helping process. Our mission is to bring hope to the hopeless and healing to those who are hurting by helping individuals realize their God-given, divine potential. POSITION OVERVIEW Light Counseling is hiring a Client Financial Representative to support the financial and billing needs of our outpatient mental health services. This role serves as a key point of contact for clients regarding insurance coverage, billing questions, and payment options, while also supporting revenue cycle operations and internal coordination. The ideal candidate is detail-oriented, client-focused, and comfortable handling sensitive financial and insurance information in a confidential, regulated environment. LEVEL OF RESPONSIBILITY At Light Counseling, we value confidentiality and strictly adhere to federal and state privacy laws and practices, including HIPAA. While all work is performed under supervision, the Client Financial Representative is expected to function effectively and independently, demonstrating flexibility, initiative, maturity, and sound decision-making within the framework of Light Counseling's policies and employee handbook. Due to the sensitive nature of client financial and insurance information in a healthcare setting, the Client Financial Representative must remain vigilant to ensure that all billing, insurance verification, and client communications comply with applicable state and federal privacy regulations. KEY RESPONSIBILITIES Insurance Verification & Client Financial Support Verify insurance eligibility, benefits, and authorizations for outpatient mental health services Explain insurance coverage, copays, deductibles, coinsurance, and self-pay options to clients Assist clients with payment plans, financial assistance programs, and sliding-scale fee arrangements Address client questions related to account balances, statements, and payment options Respond to client inquiries regarding insurance verification, coverage status, and eligibility Billing & Revenue Cycle Support Enter, review, and post charges for outpatient mental health services in the billing system Collect and post client payments accurately; reconcile daily transactions Generate client statements and support routine billing cycles Track client balances and conduct standard follow-ups on outstanding accounts Maintain accurate billing data and financial records Process refunds, credits, and account adjustments as needed Coordinate with internal staff to resolve billing discrepancies Support data entry and reporting in EHR and billing systems Serve as liaison with external law firm regarding collection activity Coordination & Administrative Support Collaborate with clinicians, intake coordinators, and scheduling staff to support accurate billing and client communication Serve as a point of contact for routine insurance-related administrative questions Act as the Medallion credentialing liaison to ensure provider insurance enrollments are processed in a timely manner Track credentialing enrollment status and follow up on outstanding items Maintain accurate documentation of client communications and account updates Compliance & Confidentiality Ensure compliance with HIPAA, payer requirements, and applicable state and federal regulations Maintain accurate, secure, and confidential client and financial records MINIMUM QUALIFICATIONS High school diploma or equivalent required; associate or bachelor's degree in healthcare administration, business, or a related field preferred Prior experience in medical billing, healthcare revenue cycle, insurance verification, or client financial services Familiarity with insurance benefits, authorizations, and billing processes for outpatient healthcare services Strong attention to detail and ability to manage multiple tasks and deadlines Excellent communication skills and ability to explain financial information clearly and compassionately Proficiency with EHR systems, billing platforms, and basic reporting tools Ability to handle sensitive and confidential information with professionalism PREFERRED QUALIFICATIONS Experience in behavioral health or outpatient mental health settings Familiarity with Medicaid, Medicare, and commercial insurance plans Experience working with payment plans, financial assistance programs, or sliding-scale fees Prior experience coordinating credentialing or payer enrollment processes Comfort working in a mission-driven or purpose-focused organization BENEFITS Competitive pay based on experience Health, dental, and vision insurance 401(k) retirement plan with company match Paid time off and holidays Opportunities for professional growth and advancement within the organization Work in a supportive, collaborative, and purpose-driven environment Participation in company events and mission-focused initiatives On-site role with regular interaction with team members and clinicians

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT

Job DescriptionBenefits: Life Insurance Bonus based on performance Opportunity for advancement Paid time off Parental leave Training & development ROLE DESCRIPTION: As a Financial Advisor with Isabel Nguyen State Farm Agency, 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: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. Active SIE, Series 6, Series 63 and Series 65. WHAT WE OFFER: Base salary + commission An existing book of business In-person role with strong growth potential Supportive team and positive work environment If you're passionate about helping clients with their financial planning, we want to meet you!

Job DescriptionBenefits: Bonus based on performance Opportunity for advancement Paid time off Training & development Competitive salary ROLE DESCRIPTION: As a Financial Services Representative with Justin Manuel State Farm, 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. Proven experience working as a financial services representative. Proficiency in Microsoft Office applications. 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 BENEFITS: Salary plus commission/bonus Paid time off Growth potential/Opportunity for advancement within my office