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Legacy-Bank jobs - 37 jobs

  • Head Teller

    Legacy Bank 4.2company rating

    Legacy Bank job in Claypool Hill, VA

    Department/BranchReports to Pounding Mill BranchEmployment StatusFLSA StatusEffective Date__ Temporary _X_ Full-Time or Part-TimeX Non-Exempt __ Exempt Immediately The Head Teller will provide the customer with support and assistance, regarding all aspects of bank operations to ensure superior service is provided to all internal and external customers. Assure the financial service needs of each customer are promptly, accurately, and courteously fulfilled. Balance, and replenish ATM's. ESSENTIAL DUTIES AND RESPONSIBILITIES The essential functions include, but are not limited to the following: Adhering to the Bank's policies and procedures. Responsible for daily cash handlings and the opening and closing of new accounts. Cross-selling all products/services. Assisting customer(s) with account inquiries in a timely and accurate manner and performing all functions associated with account maintenance as requested including, but not limited to: personal and account data changes, address changes, and account closures. Maintaining your cash drawer (vault) in an accurate manner. Assist in the responsible for security of Cashier's Checks, and any other consigned items Remaining knowledgeable and proficient in the account opening process for all deposit accounts, including, but not limited to: savings, checking, money market, certificate of deposits, and club accounts Showing proficiency in identification and new account screening methods and being able to fully explain regulatory requirements on all accounts and services Remaining knowledgeable and proficient in Certificate of Deposit and Individual Retirement Accounts (IRAs) including opening, renewing, and closing, and accurately calculating withdrawal penalties and dividend payments as appropriate Accurately and efficiently completing all customer or account-related forms and forwarding to appropriate department for action and/or filing Maintaining usage proficiency on all customer-related systems and software including the maintenance of customer records (systems include, but are not limited to: customer check ordering, ATM/Debit card ordering and maintenance, account and identity verification, etc.) Possessing and maintaining knowledge of all Bank products, services, policies, and procedures so that they can be effectively communicated to the employees and customers Ensuring compliance issues are properly administered. Being available to travel to any branch location as requested by management, as well as work on Saturdays, when needed Assisting with the opening/closing of the branch office, as necessary Resolving and following-up on customer complaints and issues to provide and ensure the highest quality customer service Attending seminars and meetings as requested by management. Possessing excellent communication skills with Branch Managers, co-workers, subordinates, and members Assisting in any special projects or other assignments as requested by Branch Manager MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES) High school diploma or equivalent. Ability to speak and write clearly and effectively to achieve the desired effect in a variety of communications settings and styles; ability to prepare and maintain confidential records and reports Ability to effectively prioritize tasks to use time efficiently and attend to a broad range of activities Willingness to attend training seminars and meetings outside normal working hours Must have a proactive and positive attitude toward members, supervisors, co-workers, and the Credit Union Ability to handle multiple projects simultaneously and work with limited supervision, exercising own initiative and judgment Present a professional image and attitude at all times Ability to learn and use the Bank's PC hardware and software Must be willing to learn the Microsoft Office products, including but not limited to Word, Excel, and Outlook PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Must have flexibility to deal with changing work hours and locations as needed. The noise level in the work environment is usually low to moderate. NOTE This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum Legal Disclaimer: This document is intended for informational purposes only, and does not constitute legal information or advice. This information and all HR Support Center materials are provided in consultation with federal and state statutes and do not encompass other regulations that may exist, such as local ordinances. Transmission of documents or information through the HR Support Center does not create an attorney-client relationship. If you are seeking legal advice, you are encouraged to consult an attorney. levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. The company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable.
    $32k-35k yearly est. 30d ago
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  • Market President

    United Bank, Inc. 4.2company rating

    Harrisonburg, VA job

    The Market President is a leadership role in the management and public relations efforts for a specific geographic territory. This position is responsible for the strategic execution of commercial and retail production goals to achieve profitability and sustained growth in the market. RESPONSIBILITIES: * Meet or exceed volume/production and profitability goals for the assigned market through business development, team leadership, and overall strategic planning to align with company goals. * Direct and oversee the production activities of commercial and consumer lenders in the market. * Market's representative of the Bank with public relations and community outreach. * Leads implementation of Bank's marketing programs to support market strategies and initiatives. * Collaborate with Leadership to develop goals, strategies, business plans and procedures to ensure efficiency and effectiveness; Provides continued analysis of market performance in meeting goals and objectives to determine areas for improvement and increased productivity. * Accountable for full management of direct reports and overseeing the management of entire staff to include hiring, coaching, performance management, professional development, and disciplinary actions. * Maintain acceptable loan delinquency and charge-off levels for the market. * Business development of loans and Bank products and services referrals to other lines of business. * Work with cross functional departments to resolve issues and ensure reliability by analyzing and implementing best practices. * Cultivate and provide opportunities for rising talent within the organization. Mentor and guide team members in developing their thought leadership capabilities and overall contributions to the organization. * Ensure objectives of the Bank's CRA program are supported within assigned market. * Provide excellent customer service to existing and potential clients and internal stakeholders. * Ability to manage a budget, analyze and interpret business financial statements. At United, we believe the challenge to be the best never ends, and as a leader of our people, that starts with you! We hold all managers to the following fundamental standards of leadership. * Cultivate Inclusivity -Nurtures an inclusive team culture; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose. * Drive Evolution - An entrepreneurial spirit is imperative for our leaders to drive transformational change in our business and deliver excellence in customer service. * Accountability - Believes in taking ownership of personal and team results. Empowers and entrusts team members in accomplishing competitive goals. * Employee Empowerment - Recruits, leads, and develops high achieving employees. Provides valuable opportunities for professional growth, recognizing that talent development is a key driver of business success. * Exemplify Values - Naturally embodies our core values of Integrity, Hard Work, Teamwork and Caring. Qualifications SKILLS/QUALIFICATIONS: * Bachelor's degree in Business, Finance or other related field required. Advanced degree preferred. * Ten (10) years of professional banking experience is required with five (5) years of direct experience as a Commercial Lender required. * Extensive knowledge of commercial and consumer lending procedures and regulations required. * Knowledge of basic accounting concepts and business financial statements necessary. * Excellent demonstrated positive leadership skills required. * Demonstrated ability to manage staff to include coaching and development. * Excellent written and verbal skills are essential. * Proficiency of Microsoft Office Products. * High level of professionalism and integrity. * Ability to work hours to meet customer or event schedules is required. * Ability to travel up to 20%. KEY COMPETENCIES: * Effective Leadership * Business Development * Relationship Building * Strategic Planning & Execution Essential Functions: * Sitting or standing for extended periods of time. * Ability to move around the various work locations freely. * Ability to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Harrisonburg Nearest Secondary Market: Virginia Job Segment: PR, Bank, Banking, Developer, Business Development, Marketing, Finance, Technology, Sales
    $150k-226k yearly est. 60d+ ago
  • Help Desk Manager

    Fvcbank 3.6company rating

    Fairfax, VA job

    Title: Help Desk Manager Department: IT / Fairfax Corporate Office Reports To: Chief Technology Officer Job Summary Responsible for assisting in escalated support of multiple applications and working directly with users to troubleshoot support incidents regarding custom applications and system issues Foster positive end-user relationships and drive customer satisfaction Monitoring ticket volume and performance metrics while supporting the team in exceeding expectations, ensuring all SLAs are met Responsible for supporting the Bank's Citrix golden image environment (Application, Servers, Profile management, maintaining images) Assist with IT asset and inventory management Follow-up with users as needed on outstanding requests and escalated tickets Liaison among users, technical support, and 3rd party vendors Initiate and engage 3rd party vendors to resolve issues when necessary Works directly with users to troubleshoot and support incidents regarding custom applications and systems issues when necessary Travel to FVCbank locations for onsite support when necessary Manage the IT Help Desk Ability to explain complex technical concepts to non-technical employees Participate in after-hours support rotation Minimum qualifications High school degree 2-4 years' experience working in a help desk environment 1 year of experience working in a virtualized Citrix environment Significant experience with troubleshooting a Windows server environment Basic Network troubleshooting Experience supporting an Office 365 environment High level knowledge of Active Directory and managing and implementing Microsoft Group Policies Simple Network troubleshooting Experience with Microsoft and Citrix Group Policies Experience creating training materials and designing curriculums for various IT related material Abilities required Strong written and verbal communication skills Excellent customer service skills and the ability to demonstrate patience in a fast-paced environment Ability to multi-task and prioritize and work in a fast-paced environment Strong organizational, effective planning, and analytical skills Professional and effective interpersonal skills Ability to articulate technical concepts to a non-technical userbase Strong desire to grow in experience and responsibility within the company Desired Skills Experience in supporting a Citrix environment Experience with creating PowerShell scripts for automation of manual tasks College degree in Computer Science/IT Certifications, related study or relevant work experience preferred Experience with bank systems for both platform and teller line processing systems Essential Functions: Ability to sit, stand, kneel and bend for extended periods of time Must be able to operate a computer keyboard, mouse, and other computer components Lifting and transporting heavy to moderately heavy objects, such as computers and peripherals Ability to converse and exchange information with customers and all levels of staff within the organization Ability to observe, perceive, and identify data Ability to travel via air, rail, automobile, and/or bus Disclaimer The position for which you are applying is one that would have access to cash, financial instruments, financial transactions, or confidential customer financial information. The Bank has determined that personal financial responsibility is substantially related to preventing misuse or misappropriation of financial instruments or information which is an essential function of the position for which you are applying. A consumer report (including a credit report) and additional background reports are requested of all applicants on that basis. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. We are an Affirmative Action/EEO Employer. We do not discriminate on the basis of race, color, religion, national origin, physical or mental disability, protected veteran status, sex, gender identity, sexual orientation or any other characteristic protected by federal, state or local law. Apply at *************** / Careers Tab
    $88k-109k yearly est. Auto-Apply 48d ago
  • Sales Associate

    United Bank, Inc. 4.2company rating

    Harrisonburg, VA job

    The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals. RESPONSIBILITIES: * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits. * Adhere to cash differences/controllable losses policy. * Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds. * Comply with all department and company policies, procedures, and overall security. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards. * Promote and maintain positive relationships with all internal and external customers. * Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High school diploma or equivalent. * Successful completion of the Bank's in-house Sales Associate Training Program. * Previous customer service contact experience is highly desired. * Ability to demonstrate a sales-oriented professional demeanor. * Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus. * Experience in handling money preferred. * Proficiency in Microsoft Office Products (Word, Excel) required. * Understanding and working knowledge of appropriate core banking system is a plus. * Detailed oriented. * Professionalism and confidentiality are essential. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Dependability (Attendance & Punctuality) * Task Management Essential Functions: * Sitting and standing for extended periods of time. * Ability to operate a computer keyboard, mouse, and other computer components. * Ability to reach over teller counter or desk area to receive customer transaction documents. Ability to lift and carry up to twenty pounds. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Harrisonburg Nearest Secondary Market: Virginia Job Segment: Bank, Banking, Outside Sales, Information Security, Finance, Sales, Technology
    $26k-33k yearly est. 60d+ ago
  • Credit Products Officer

    Fvcbank 3.6company rating

    Fairfax, VA job

    FVCbank Credit Products Officer--Job Description Title: Credit Products Officer Department: Executive, Corporate Reports To: VP/Credit Products Manager About Us: Since opening our doors in 2007, FVCbank has incorporated a vision of creating a positive and empowering work environment for our employees. Our continuous efforts in supporting our employees to be successful is one of our most important responsibilities. We believe that in order to provide exceptional service to our customers and the community, our employees must be a priority. If you want to join a company that is dedicated to helping you be successful and grow in your career, then join us at FVCbank. Job Summary The primary role of the Credit Products Officer position is to support commercial loan officers in the underwriting process for the Banks CRE, C&I and other credit relationships by leveraging fintech. The Credit Products Officer will assist in identifying and gathering critical information regarding the credit qualifications of applicants/borrowers, the specific nature and current status of the industry, current market conditions, and the underlying financial strength of the owners to determine if there is a viable request for credit. In addition, the Credit Products Officer will prepare loan presentation packages utilizing technology that will be reviewed by voting members of the Loan Committee. Essential Job Functions Partner with and advise lenders in making viable credit recommendations that properly mitigate the risks identified through the analysis of the financial information provided by potential borrowers. Identify critical items needed to process loan requests and prepare list of questions regarding financial statements for follow up by lenders. Prepare loan presentation packages for lenders that clearly identify credit qualifications and weaknesses of potential borrowers. Assist lenders in presentations to Loan Committee by helping to answer questions as needed. Analyze business, commercial, and individual financial statements and tax returns to calculate cash flows using fintech tools and Bank's software platform. Navigate and gather appropriate underwriting information from various sources such as the Bank's data systems, Internet, Dunn & Bradstreet, Lexis Nexis, RMA, CoStar, and general market data bases. Evaluate adequacy of cash flows to service proposed debt structure(s). Evaluate applicant's/borrower's industry and general market conditions. Determine the degree of risk involved in a transaction and appropriately risk rate the proposed credit in alignment with risk ratings as defined in loan policy. Review and accurately interpret standard commercial banking documentation, such as financial packages, loan documents, appraisal reports, contracts, and agreements. Perform other duties as assigned. Job Requirements Bachelor's degree in Accounting or Finance 3 - 5 years of related work experience in banking, community banking preferred Extensive CRE experience preferred Ability to focus on task and be detail oriented Strong analytical and underwriting skills Excellent written and verbal communication skills Proficient in Microsoft Office suite Ability to adapt to and leverage fintech solutions used by the Bank Solid business writing skills Strong and effective planning and organizational skills Abilities Required Thorough understanding of the components of various financial statement types and formats Thorough understanding of personal/ partnership and corporate tax returns Extended coursework in accounting and/or finance Desired Skills Successful completion of a formal credit program preferred Professional and effective interpersonal skills Working knowledge of legal entity structures Ability to support and defend decisions on loan requests Ability to communicate effectively in a logical succinct format, verbally or in writing Deep knowledge of credit policies/regulations Additional Requirements Ability to sit, stand, kneel, and bend for extended periods of time Must be able to operate a computer keyboard, mouse, and other computer components Ability to converse and exchange information with all levels of staff within the organization Ability to observe, perceive, and identify data Ability to travel via air, rail, automobile, and/or bus Disclaimer The position for which you are applying is one that would have access to cash, financial instruments, financial transactions, or confidential customer financial information. The Bank has determined that personal financial responsibility is substantially related to preventing misuse or misappropriation of financial instruments or information which is an essential function of the position for which you are applying. A consumer report (including a credit report) and additional background reports are requested of all applicants on that basis. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. We are an Affirmative Action/EEO Employer. We do not discriminate on the basis of race, color, religion, national origin, physical or mental disability, protected veteran status, sex, gender identity, sexual orientation or any other characteristic protected by federal, state or local law. Apply at *************** / Careers Tab
    $75k-117k yearly est. Auto-Apply 27d ago
  • Sales Associate Supervisor

    United Bank, Inc. 4.2company rating

    Front Royal, VA job

    The Sales Associate Supervisor is responsible for supervising the Sales Associate staff to ensure all tasks and assignments are completed in their area of responsibility and meeting assigned deadlines. The Sales Associate Supervisor is responsible for the scheduling of sales associates. This position is responsible for referring and selling Bank products and services as well as coach sales associates to refer and sell Bank products and services. RESPONSIBILITIES: * Responsible for contributing to meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Work closely with Branch Manager in preparing and reviewing monthly Sales Associate scorecards. * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards * Maintains knowledge of bank products to be able to recommend appropriate products/services to customers and refer business to the other areas within the Bank as appropriate. * General oversight of the Sales Associate level staff. This will include scheduling of work hours, training, assisting with complex tasks and responsible for communicating operational procedures and ensuring compliance in Bank policies and procedures. * Maintain vault cash, buys and sells currency from sales associates to maintain established cash drawer limits. * Accepts deposits, verifies cash deposits, endorsements and complies with Regulation CC requirements and bank deposit policies. * Processes night depository, ATM, and mail deposits, if applicable. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Order and ship currency within compliance of branch cash limits. * Compile and prepare monthly branch transaction reports and assist management with monthly and quarterly branch audits. * Maintains all security and inventory logs for the branch, ensures completion of monetary logs and CTRs. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High School diploma or equivalent is required. * Minimum of one (1) years of professional working experience, preferably in a Banking environment. * Ability to demonstrate working knowledge of core banking system if prior working experience is not in the Banking field. * Prior supervisory experience is highly desired with demonstrated ability to lead staff members. * Ability to effectively demonstrate a sales-oriented professional demeanor. * Excellent communication skills; Verbal and written communications skills in Spanish or additional language a plus. * Ability to demonstrate excellent customer service and interpersonal skills. * Ability to interact effectively with customers in a confident, professional, mature, and courteous manner. * Proficiency in Microsoft Office Products required. * Ability to efficiently operate standard office equipment, including a computer, copier, fax, and calculator is required. * Demonstrate problem solving ability, good analytical and math skills. * Organization skills and ability to multi-task in a fast-paced environment is essential. * Ability to travel as business necessity arises to other branch locations to ensure proper daily staffing. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Leadership Skills * Communications Skills Essential Functions: * Standing and sitting for extended periods of time. * Ability to efficiently operate a computer keyboard, mouse, and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: Bank, Banking, Outside Sales, Manager, Finance, Sales, Management
    $32k-37k yearly est. 25d ago
  • Sales and Service Representative

    United Bank, Inc. 4.2company rating

    Arlington, VA job

    The Sales & Service Representative has the ability to promote and sell Bank products and represent the Bank in a professional manner to clients by possessing strong knowledge of Bank products and services, recommends appropriate financial products and services to customers, and refers customers to investment and loan representatives regarding additional services provided by the Bank. This is an excellent opportunity for professional development path into Retail Branch Management. RESPONSIBILITIES: * Keep up-to-date on Bank products and services to effectively provide financial solutions to customers * Effectively profiles customers, opens accounts, and cross-sells appropriate Bank products and services * Take responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and @ your service standards and protocols * Has knowledge and complies with Bank security and operating policies and procedures, as well as compliance regulations, including KYC, OFAC, CIP, and customer privacy policy * Adheres to cash differences/controllable losses policy * Maintain dual control on all vaults/safes containing cash/negotiables, if applicable * May serve as approval on branch transactions * As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours * Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures * Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required Qualifications * High School Diploma or equivalent required, bachelor's degree preferred * Minimum one (1) year customer service or related working experience required * Must possess an NMLS license or obtain NMLS license within 90 days of employment * Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required * Excellent verbal and written communications skills in Spanish or additional language a plus. * Ability to demonstrate a sales oriented professional demeanor * Excellent verbal, written, and interpersonal skills * Very well organized and ability to deal with multiple priorities * Proficiency in Microsoft Office products * Previous banking experience a plus; an understanding and working knowledge of appropriate core banking applications * Ability to represent the Bank in a professional manner at all times * Ability to travel as business necessity arises to other branch locations to ensure proper staffing on a daily basis * Flexibility on work schedule as business needs arise KEY COMPETENCIES: * Excellent Customer Service Skills * Strong Communication Skills * Task Management * Professionalism * Sales aptitude demeanor Essential Functions: * Sitting and standing for extended periods of time. * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via airplane, automobile, bus and/or train Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Arlington Virginia Nearest Secondary Market: Washington DC Job Segment: Bank, Banking, Customer Service Representative, Sales Rep, Outside Sales, Finance, Customer Service, Sales
    $30k-34k yearly est. 60d+ ago
  • Branch Manager I

    United Bank, Inc. 4.2company rating

    Manassas, VA job

    This Branch Manager opportunity will be responsible for managing the functions of a full service branch, including maintaining existing and developing new customer relationships, both personal and business. The Branch deposit size is normally under $25,000,000. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee income, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring the communication and adherence with all Bank best practices, policies, procedures, and regulations. RESPONSIBILITIES: * Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships * Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls * Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control * Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services. * Manages and coaches the branch sales team to effectively provide financial solutions to customers * Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department * Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures; * Ensures that dual control is in place for all vaults/safes containing cash/negotiables; * Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments * Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans * Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team; * Provides regular team meetings for branch personnel to convey information received in seminars, manager's meetings, conference calls and other sources * Refers customers to wealth management, brokerage and commercial representatives as appropriate * Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit * Manages overall responsibility for settlement of branch cash * Conducts audits and oversees completion of monthly and quarterly branch audits * Opens and closes branch office adhering to bank's security policy and procedures * Participates as a member of branch-local civic organizations to promote Bank name, products and services. * Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours. Qualifications * Bachelor's degree preferred or equivalent work experience * Minimum of two years in a management capacity required * Excellent verbal and written communications skills in Spanish or additional language a plus. * Must possess an NMLS license or obtain NMLS license within 90 days of employment * Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required * Strong sales and service skills * Strong planning and organizational skills * Strong communication, problem solving, and coaching skills. * Proficiency in Microsoft Office products * Demonstrated strong interpersonal skills * Demonstrated ability to be flexible and adaptable * Ability to travel to other branch locations as business needs arise * Flexibility on work schedule as business needs arise KEY COMPETENCIES: * Accountability * Leadership Skills * Interpersonal Skills * Strategic Planning and Execution * Organization Essential Functions: * Sitting for extended periods of time. * Ability to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: Branch Manager, Bank, Banking, Marketing Manager, Outside Sales, Management, Finance, Marketing, Sales
    $50k-67k yearly est. 8d ago
  • Business Development Support Specialist

    Fvcbank 3.6company rating

    Fairfax, VA job

    FVCbank Business Development Support Specialist - Job Description Title Business Development Support Specialist Department(s) Business Development / Fairfax Corporate Reports to SVP / Director of Business Development Job Summary The Business Development Support Specialist plays a key role in supporting the Business Development Officer team by providing administrative and operational assistance to ensure smooth onboarding experience for new and existing clients. This includes account setup, maintenance, and servicing in compliance with regulatory and bank policies. The role requires close collaboration with Business Development Officers, Lenders, Treasury Services, and other internal departments, with a strong focus on building and sustaining relationships to support business growth and efficient bank operations. Additionally, the position involves managing documentation, client communications, and supporting sales strategies to enhance customer experience. Essential Job Functions Account Setup & Onboarding Assist Business Development Officers in opening new business accounts and guiding customers through setting up requirements. Collect, verify, and organize client documentation to ensure compliance with banking policies. Complete, track, and process all required forms and paperwork accurately and on time. Facilitate distribution of documents, including electronic signature requests. Administrative & Operational Support Maintain accurate client records. Prepare reports, presentations, and client proposals as needed. Respond to department-specific inquiries promptly and accurately. Track pending approvals, signatures, and documentation for multiple officers. Answer phones, manage calendars, and coordinate internal meetings. Client Relationship Management Serve as a primary point of contact for clients, ensuring timely and professional communication. Maintain existing client relationships by processing requests and resolving inquiries. Follow up on documentation, missing information, and maturing CDs/CDARS for existing clients. Identify opportunities to cross-sell Treasury Management services and other bank products. Collaboration and Compliance Work closely with Lenders, Treasury Services, and Internal Departments to coordinate client solutions. Ensure all activities comply with regulatory standards and internal bank policies. Maintain confidentiality of sensitive client and business information. Additional Duties Support marketing and sales strategies as needed. Perform other duties as assigned. Minimum Requirements High school diploma or GED required; associate or bachelor's degree preferred. 1-2 years of administrative experience; banking experience preferred. Knowledge of banking products and Treasury Management services is a plus. Desired Skills Excellent written and verbal communication skills. Strong organizational and documentation management abilities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems. Ability to multitask and prioritize in a fast-paced environment. High level of integrity and professionalism. Detail-oriented with a proactive approach to problem-solving. Strong relationship-building and customer service skills. Team-oriented with ability to collaborate across departments. Essential Functions: Ability to sit, stand, kneel and bend for extended periods of time Must be able to operate a computer keyboard, mouse, and other computer components Lifting and transporting heavy to moderately heavy objects, such as computers and small furniture and equipment Ability to converse and exchange information with customers and all levels of staff within the organization Ability to observe, perceive, and identify data Ability to travel via air, rail, automobile, and/or bus for frequent traveling to different office and branch locations as required. Disclaimer The position for which you are applying is one that would have access to cash, financial instruments, financial transactions, or confidential customer financial information. The Bank has determined that personal financial responsibility is substantially related to preventing misuse or misappropriation of financial instruments or information which is an essential function of the position for which you are applying. A consumer report (including a credit report) and additional background reports are requested of all applicants on that basis. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. We are an Affirmative Action/EEO Employer. We do not discriminate on the basis of race, color, religion, national origin, physical or mental disability, protected veteran status, sex, gender identity, sexual orientation or any other characteristic protected by federal, state or local law. Apply at *************** / Careers Tab
    $49k-66k yearly est. Auto-Apply 32d ago
  • Financial Advisor

    United Bank, Inc. 4.2company rating

    Alexandria, VA job

    The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers RESPONSIBILITIES: * Interface with/train branch employees in an effort to develop a referral pipeline of qualified prospects to ensure bank and employee referral goal attainment. * Meet with referred customers in bank setting or customers' homes or offices as requested * Collect and analyze customer data such as income, assets, investment and/or debts to determine appropriate financial products best meets the customer's needs and financial circumstances * Provide guidance to customers regarding the advantages and disadvantages of different financial products * Close sufficient volume from bank branch referrals and outside relationships to attain gross revenue production expectation * Responsible for marketing, servicing and promoting the Bank's financial products in order to obtain new business * Identify and refer specific qualified clients to affiliated Wealth Management Group * Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners * Perform on-going self-education to remain product/solution fluent and maintain licensing capability. * Prepare reports and present as appropriate Qualifications * Series 7, Series 66, Life and Health licenses required * Proficiency in Microsoft Office products * Prior Sales experience in a bank environment is preferred * Excellent verbal and written communication skills * Ability to travel daily to generate business and/or meet with clients within given territory is required * High School diploma or equivalent required * College degree and advanced designations preferred KEY COMPETENCIES: * Sales and results driven * Relationship building * Account Management * Integrity * Ethical ESSENTIAL FUNCTIONS: * Sitting or standing for extended periods of time * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with customers and all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via train, bus, automobile, or airplane This document describes the position currently. It is not an employment contract. United Bank reserves the right to modify job duties or job descriptions at any time. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Alexandria Nearest Secondary Market: Washington DC Job Segment: Series 7, Financial Sales, Financial Advisor, Financial Planner, Banking, Finance, Sales
    $73k-113k yearly est. 60d+ ago
  • Loan Documentation Specialist

    Fvcbank 3.6company rating

    Fairfax, VA job

    FVCbank Loan Documentation Specialist Title: Loan Documentation Specialist Department(s): Loan Administration / Fairfax Corporate Reports to: SVP / Director of Loan Operations and Servicing About Us: Since opening our doors in 2007, FVCbank has incorporated a vision of creating a positive and empowering work environment for our employees. Our continuous efforts in supporting our employees to be successful is one of our most important responsibilities. We believe that in order to provide exceptional service to our customers and the community, our employees must be a priority. If you want to join a company that is dedicated to helping you be successful and grow in your career, then join us at FVCbank. Job Summary The primary role of the Loan Documentation Specialist position is to support the Lending staff and Loan Administration management in the day-to-day operations of the loan division. The Loan Documentation Specialist will complete all the necessary steps (as summarized below) to prepare a loan for settlement once a loan approval has been assigned by the SVP, Director of Loan Operations and Servicing or AVP, Loan Documentation Team Leader. Once settlement has occurred, the Loan Documentation Specialist will then forward the loan file for funding and booking. Essential Job Functions Receive new loan approvals, renewals, modifications and/or extensions of commercial, real estate or consumer loans from the SVP, Director of Loan Operations and Servicing or AVP, Loan Documentation Team Leader. Review loan approval and electronic file for completeness and communicate with the loan officer on any missing documentation needed in order to proceed towards settlement (i.e. entity docs, insurance, etc.). Engage title companies and order the necessary lien searches depending on loan transaction type and approval requirements. The Loan Documentation Specialist will review the supporting documents for accuracy and confirm they abide by FVCbank's Loan Policy. Prepare loan documentation internally using LaserPro. Once documents are completed, and all necessary items have been received and reviewed in order to proceed to settlement, the file should then be delivered to the loan officer and SVP, Director of Loan Operations and Servicing for review. All supporting documentation (i.e. title work, insurance, appraisal, etc.) must be in the file prior to said review. The Loan Documentation Specialist will prepare the closing instruction letter for the title company prior to settlement. In the event documents are to be attorney prepared, the Loan Documentation Specialist will be required to engage the attorney requested by the loan officer and work with all parties involved to collect necessary checklist items and proceed towards closing. This includes, among other things, confirming that draft documents are reviewed by both the loan officer and the underwriter. Once settlement has occurred, the Loan Documentation Specialist will prepare the funding & booking form and forward the loan workflow and file to funding and booking. Assist in the documentation, closing, funding and booking of Lightning Lending Loans. Order checks for HELOC's, if necessary. Upload and/or scan files and documents to M-Files. Update Loan Status Report on a daily bases so Lending Team knows the status of all loans. Work post-closing ticklers and insure that all post-closing requirements are met in a timely manner. Minimum Qualifications: High School diploma or other specialized training Highly organized Proficient in Microsoft Office Suite Excellent written and verbal communication skills Ability to multi-task Desired Skills: Minimum of 3 years of loan documentation experience, with an emphasis on commercial transactions Professional and effective interpersonal skills Prior banking experience Notary preferred Disclaimer The position for which you are applying is one that would have access to cash, financial instruments, financial transactions, or confidential customer financial information. The Bank has determined that personal financial responsibility is substantially related to preventing misuse or misappropriation of financial instruments or information which is an essential function of the position for which you are applying. A consumer report (including a credit report) and additional background reports are requested of all applicants on that basis. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. We are an Affirmative Action/EEO Employer. We do not discriminate on the basis of race, color, religion, national origin, physical or mental disability, protected veteran status, sex, gender identity, sexual orientation or any other characteristic protected by federal, state or local law. Apply at *************** / Careers Tab
    $34k-38k yearly est. Auto-Apply 27d ago
  • Business Development Officer III

    Fidelity Bank of North Carolina 4.1company rating

    Martinsville, VA job

    Supports the Bank's mission to be the best bank in the markets we serve through effective sales and service leadership, targeted business development efforts, and community involvement. The Business Development Officer is responsible for developing and managing business banking relationships in accordance with Fidelity Bank's core values and business principles in an assigned area. The incumbent assists with accomplishing the area's business objectives including business development strategies, sales efforts, and market expansion. The focus is on loan production and deposit growth. Level Determination - The Bank segments its' markets into 4 market categories (Expansion, Growth, Core and Established) and certain positions within the Bank have levels within that role to differentiate goals by market type and level of responsibility within the Bank. PRINCIPAL ACCOUNTABILITIES: Time: Description: 34% BUSINESS DEVELOPMENT AND QUALITY CUSTOMER SERVICE: * Achieves annual deposit, loan and referral sales results by developing new client relationships through networking with existing customers, leveraging COIs and making prospecting calls. * Interview potential loan customers and process loan requests. * Create a Personal Business Development Plan for designated area. Include prospect list on predetermined profitable business and retail relationships. * Partner closely with the Branch Manager to ensure consistent and quality relationship building and quality commercial and consumer referrals between BDO and Branch Manager. * Develop partnership with Branch Manager and associates in order to cultivate a positive referral process. * Represent the Bank within the community by developing and promoting additional business. Serve as an officer with at least one community organization. * Meet production and performance goals. 33% CREDIT QUALITY/LOAN YIELD/PORTFOLIO MANAGEMENT: * Thoroughly analyzes credit risks, including the purpose of the credit, source of repayment, collateral, financial history, terms, and conditions. * Analyze loan applications, financial statements, and base credit decisions on Bank Loan Policy. * Ensure ongoing credit quality by monitoring loans, managing past dues and watchlist loans. * Minimize Loan losses and exceptions through effective documentation, underwriting, timeliness, and relationship building. * Ensures profitability by maintaining average loan yield objectives. * Manages a portfolio of commercial loans. Prepares credit packages for review and approval by credit partners. * Perform loan-servicing duties to ensure conformity with loan terms and conditions. * Assists with timely collection of loan delinquencies. * Manage and enhance the growth of a quality loan portfolio with a focus on business lending. 33% OPERATIONAL RISK/COMPLIANCE: * Ensures adherence with Bank policies and procedures and regulatory guidelines. * Minimize Loan losses and exceptions through effective documentation, underwriting, timeliness, and relationship building. BASIC QUALIFICATIONS: Bachelor's degree with 6 years of experience in commercial lending, credit, and business development or an equivalent combination of education and experience. ADDITIONAL QUALIFICATIONS: * Possess in-depth knowledge of commercial lending, including the ability to evaluate cash flow and collateral. * Advanced financial analysis, strong credit underwriting, and analytical skills. * Ability to handle confidential and proprietary information. * Excellent communication skills, oral and written. * Thorough understanding of loan laws and regulations. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Opportunity Employer
    $36k-43k yearly est. 26d ago
  • Relationship Banker I

    Fidelity Bank of North Carolina 4.1company rating

    Martinsville, VA job

    The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is responsible for helping customers achieve their financial goals through the sales and servicing of bank products and services. The incumbent works with the branch team to achieve their team scorecard goals and is responsible for achieving their own individual scorecard goals. PRINCIPAL ACCOUNTABILITIES: Time: Description: 40% Responsible for handling customer transactions and helping with account related inquiries. Responsible for accurately maintaining and balancing cash drawers and vault as well as reconciling any discrepancies. 15% Responsible for identifying the needs of new and existing customers and offering appropriate products and services. 10% Responsible for assisting with internal controls and daily report follow-up as well as handling night depository deposits and other operational duties as assigned. 10% Responsible for consistently demonstrating the Bank's Right by You quality standards by providing a superior level of customer service. 10% Mitigate losses through work accuracy and adherence with Bank policies and procedures, internal controls and regulatory guidelines more fully described within the Bank Operations and Procedures Manual. 10% Responsible for achieving individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. 5% Other duties as assigned. BASIC QUALIFICATIONS: High school diploma or GED with one year of cash handling and customer service experience or an equivalent combination of education and experience. ADDITIONAL QUALIFICATIONS: * Strong relationship skills. * Basic math and computer skills. * High level of accountability, efficiency, and accuracy. * Exceptional time management, communication, and customer service skills. * Must maintain a friendly, courteous, and professional demeanor. * Must complete teller training classes. * Ability to pass a background check. PREFERRED QUALIFICATIONS: Strong sales skills The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Opportunity Employer
    $27k-32k yearly est. 4d ago
  • Senior Accountant

    Fvcbank 3.6company rating

    Fairfax, VA job

    FVCbank Senior Accountant - Job Description Title: Senior Accountant Department(s): Accounting / Fairfax Corporate Reports to: VP / Assistant Controller About Us: Since opening our doors in 2007, FVCbank has incorporated a vision of creating a positive and empowering work environment for our employees. Our continuous efforts in supporting our employees to be successful is one of our most important responsibilities. We believe that in order to provide exceptional service to our customers and the community, our employees must be a priority. If you want to join a company that is dedicated to helping you be successful and grow in your career, then join us at FVCbank. Job Summary The primary role of the Senior Accountant position is to ensure the integrity of accounting information by recording, verifying, consolidation, entering transactions, and accounting research. In addition, the Senior Accountant will be responsible for general accounting reconciliation process as well as serving as a back-up to the Accounts Payable function. The will also participate in the Bank's internal and external reporting processes, to include SEC reporting and regulatory reporting. Essential Job Functions Daily duties to include monitoring liquidity of the organization and providing ad hoc reporting. Maintain fixed assets processing, accrual processing and prepaid processing. Assist in the monthly, quarterly, and yearly close processes, including internal reports, external reports and reconciliations. Assist in financial reporting process including management and regulatory reporting. This includes participating in quarterly SEC reporting, quarterly Call Reports and other regulatory reporting requirements. Assisting in preparation of information for the Board of Directors, prospective investors, and other external parties. Assist with quarterly and annual regulatory, external and internal audits. Support the annual budgeting and forecasting process across the bank and at the unit level. Serve in a reserve role for Accounts Payable and Federal Reserve reconciliation process. Perform other duties as assigned. Job Requirements Bachelor's or Associate's degree in accounting or finance from an accredited college or university, or equivalent working experiences in the field of banking or accounting. 2-4 years of accounting experience in banking industry is highly desirable. Abilities Required Strong written and verbal communication skills Strong and effective planning and organizational skills Developed Analytical Skills Team-player mentality Strong interpersonal skills Integrity Proficiency in FIS-Horizon or similar banking related accounting core applications Proficiency in Microsoft Office with intermediate/advanced skill in MS Excel Additional Requirements Ability to sit, stand, kneel, and bend for extended periods of time Must be able to operate a computer keyboard, mouse, and other computer components Ability to converse and exchange information with all levels of staff within the organization Ability to observe, perceive, and identify data Ability to travel via air, rail, automobile, and/or bus Disclaimer The position for which you are applying is one that would have access to cash, financial instruments, financial transactions, or confidential customer financial information. The Bank has determined that personal financial responsibility is substantially related to preventing misuse or misappropriation of financial instruments or information which is an essential function of the position for which you are applying. A consumer report (including a credit report) and additional background reports are requested of all applicants on that basis. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. We are an Affirmative Action/EEO Employer. We do not discriminate on the basis of race, color, religion, national origin, physical or mental disability, protected veteran status, sex, gender identity, sexual orientation or any other characteristic protected by federal, state or local law. Apply at *************** / Careers Tab
    $49k-61k yearly est. Auto-Apply 11d ago
  • Universal Banker

    United Bank, Inc. 4.2company rating

    Waynesboro, VA job

    The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations, delivering a unique and memorable client experience, achieving sales goals and handling service requests. You will perform additional duties as assigned and must be able to work in a team environment that requires the ability to multi-task, pay great attention to detail, and a passion for customer service. RESPONSIBILITIES: Service Area Responsibilities: * Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly: * With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions. Financial Sales Responsibilities * Responsible for keeping current and being knowledgeable of all Bank's products and services in order to communicate to new and existing clients. * Maintains customer information on those expressing interest in future financial discussions and of pertinent customer information including notations about future events that may involve need of financial services/products * Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation. * Based on customer's needs, makes recommendations on services/products that would assist customer in meeting their needs. Create customer loyalty and grow customer through a differentiated customer experience. Educate customers on options for managing financial transactions by leveraging technology, tool and resources. * Communicate clearly and accurately to customer of financial products/services including benefits, requirements and any associated fees or costs associated with product/service. * Identify and refer when appropriate to a customer to another Bank associate or department to discuss certain financial products/services Operational/Regulatory/Security Responsibilities: * Participates in daily operations of the Branch which may include transaction servicing on the platform or in the sales associate area. * Comply with all department and company policies, procedures and overall security * Notifies appropriate Bank staff when a situation poses potential risk or when a customer demonstrates suspicious behavior. * Work closely with other departments as necessary to troubleshoot and resolve customer situations. * Contributes to the responsibility of meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans * Determine when appropriate to make policy exceptions within established guidelines (e.g., fee waivers, funds availability) in order to maintain positive customer relations * May be responsible for branch opening/closing procedures * Contribute to the fulfillment of the Bank's objectives and goals by performing as a team member in allocating and coordinating the workflow Qualifications * High school diploma or equivalent required, Bachelor's degree a plus * Minimum of three (3) years of previous professional level of customer contact and service working experience or minimum of two (2) years of prior working experience in a Banking environment, preferably in a branch is required * Prior experience in handling and being accountable for money is required * Ability to successfully complete the Bank's in-house Training Program within a reasonable timeframe required * Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor * Excellent verbal and written communications skills in Spanish or additional language a plus. * Ability to perform basic math calculations is required * Demonstrates ability to interact confidently with clients is essential * Ability to be initiative in self-directed learning of Bank's products/services in order to expand and become well versed with the products/services offered. * Excellent written and verbal communication skills * Proficiency in Microsoft Office Products (Word, Excel) required * Understanding and working knowledge of appropriate core banking system is beneficial * Being detail oriented, ability to multi-task and work independently and in a team environment is essential. * Demonstrated professionalism is required * Ability to travel within branch region of up to 15% KEY COMPETENCIES: * Relationship and account management * Business Development * Accountability * Organization and Time Management * Collaboration Essential Functions: * Sitting and standing for extended periods of time. * Ability to reach over teller counter or desk area to receive customer transaction documents * Ability to lift and carry up to 20 lbs * Ability to efficiently operate a computer keyboard, mouse, power tools, and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via automobile or public transportation Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Charlottesville Nearest Secondary Market: Virginia Job Segment: Bank, Banking, Banker, Developer, Law, Finance, Technology, Legal
    $30k-35k yearly est. 44d ago
  • Help Desk Manager

    Fvcbank 3.6company rating

    Fairfax, VA job

    Title: Help Desk Manager Department: IT / Fairfax Corporate Office Reports To: Chief Technology Officer Job Summary Responsible for assisting in escalated support of multiple applications and working directly with users to troubleshoot support incidents regarding custom applications and system issues Foster positive end-user relationships and drive customer satisfaction Monitoring ticket volume and performance metrics while supporting the team in exceeding expectations, ensuring all SLAs are met Responsible for supporting the Bank's Citrix golden image environment (Application, Servers, Profile management, maintaining images) Assist with IT asset and inventory management Follow-up with users as needed on outstanding requests and escalated tickets Liaison among users, technical support, and 3rd party vendors Initiate and engage 3rd party vendors to resolve issues when necessary Works directly with users to troubleshoot and support incidents regarding custom applications and systems issues when necessary Travel to FVCbank locations for onsite support when necessary Manage the IT Help Desk Ability to explain complex technical concepts to non-technical employees Participate in after-hours support rotation Minimum qualifications High school degree 2-4 years' experience working in a help desk environment 1 year of experience working in a virtualized Citrix environment Significant experience with troubleshooting a Windows server environment Basic Network troubleshooting Experience supporting an Office 365 environment High level knowledge of Active Directory and managing and implementing Microsoft Group Policies Simple Network troubleshooting Experience with Microsoft and Citrix Group Policies Experience creating training materials and designing curriculums for various IT related material Abilities required Strong written and verbal communication skills Excellent customer service skills and the ability to demonstrate patience in a fast-paced environment Ability to multi-task and prioritize and work in a fast-paced environment Strong organizational, effective planning, and analytical skills Professional and effective interpersonal skills Ability to articulate technical concepts to a non-technical userbase Strong desire to grow in experience and responsibility within the company Desired Skills Experience in supporting a Citrix environment Experience with creating PowerShell scripts for automation of manual tasks College degree in Computer Science/IT Certifications, related study or relevant work experience preferred Experience with bank systems for both platform and teller line processing systems Essential Functions: Ability to sit, stand, kneel and bend for extended periods of time Must be able to operate a computer keyboard, mouse, and other computer components Lifting and transporting heavy to moderately heavy objects, such as computers and peripherals Ability to converse and exchange information with customers and all levels of staff within the organization Ability to observe, perceive, and identify data Ability to travel via air, rail, automobile, and/or bus Disclaimer The position for which you are applying is one that would have access to cash, financial instruments, financial transactions, or confidential customer financial information. The Bank has determined that personal financial responsibility is substantially related to preventing misuse or misappropriation of financial instruments or information which is an essential function of the position for which you are applying. A consumer report (including a credit report) and additional background reports are requested of all applicants on that basis. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. We are an Affirmative Action/EEO Employer. We do not discriminate on the basis of race, color, religion, national origin, physical or mental disability, protected veteran status, sex, gender identity, sexual orientation or any other characteristic protected by federal, state or local law. Apply at *************** / Careers Tab
    $88k-109k yearly est. Auto-Apply 46d ago
  • Commercial Services Officer

    United Bank, Inc. 4.2company rating

    Vienna, VA job

    The Commercial Services Officer promotes, solicits, and provides treasury management products and services to commercial and small business customers and prospective clients. Is responsible for growing business with existing customers and prospects directly via external sales and marketing efforts in order to achieve annual sales and scorecard objectives. RESPONSIBILITIES: * Outreach to existing and prospective commercial customers to develop new business, expand existing relationships, maintain positive customer relations, and ensure proper servicing of accounts * Build, develop, and maintain profitable deposit relationships with new and existing customers which includes consulting at customer place of business in order to understand their business practices and discuss their goals and objectives related to banking, cash flow, and treasury services * Identify treasury management product and service needs, develop and propose solutions to commercial customers that best meet their needs, and facilitate on-boarding and implementation * Work closely with commercial and branch staff building awareness of United Bank Treasury and Purchasing Card capabilities * Conduct training for customers utilizing internet banking and related modules, including on-site installation of remote deposit, as needed * Interface with all lines of business, in order to grow both non-interest income and core deposits from both existing and prospective commercial customers. * Sales effort includes developing and executing an effective sales strategy, implementing a formalized calling plan, generating leads, and following up on referrals. * Analyze businesses' cash flow, deposit relationships and treasury needs to develop a custom treasury management services proposal for the customer/prospect and will regularly meet with businesses for consultation and presentation of proposals. * Overall support Treasury Management Department's mission and objectives, particularly as they relate to achieving individual and department sales and scorecard goals * Maintain a high level of product knowledge and procedural expertise of Treasury Management's product line to maximize sales effectiveness and to assist commercial customers with product inquiries and requests; * Represent the bank and actively participate in various civic and community events that offer networking and promotional opportunities. Maintain regular contact with centers-of-influence to develop and expand business referral network * Cross-sell other bank products and services and capitalize on opportunities to expand business, referring clients to other areas of the bank for additional needs where appropriate. * Respond to banking services Requests for Proposal (RFPs) Qualifications SKILLS/QUALIFICATIONS: * High School diploma required; Bachelor's degree highly desired * Minimum of six (6) years of working banking experience required, preferably in a related Treasury Management or Retail * Customer contact skills are essential * Prior experience in a business development role is a plus * Proficiency in Microsoft Office Products required * Demonstrated ability to learn and understand the various product lines and services offered by the Bank and to continue to stay current on all products and services * Strong verbal and written communication skills * Excellent presentation and problem solving * Demonstrated excellent listening skills * Ability to work independently and in a team environment * Ability to travel up to 50% within assigned region/state. KEY COMPETENCIES: * Business Development * Relationship Management * Must be a self-starter * Problem solving skills Essential Functions: * Sitting and standing for extended period of times as required to * Ability to efficiently operate a computer keyboard, mouse, and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: Pre-Sales, RFP, Bank, Banking, Retail Sales, Sales, Finance, Retail
    $49k-80k yearly est. 60d+ ago
  • Sales Associate

    United Bank, Inc. 4.2company rating

    Virginia job

    The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services and must have the ability and desire to interact in a team environment and be willing to contribute to team goals. RESPONSIBILITIES: * Operate with accuracy and efficiency with core banking systems and processing transaction with a sales associate cash drawer. * Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits. * Adhere to cash differences/controllable losses policy. * Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds. * Comply with all department and company policies, procedures, and overall security. * Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. * Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. * Ensure delivery of excellent customer service throughout the Bank by adhering to sales and service standards. * Promote and maintain positive relationships with all internal and external customers. * Responsible for keeping current and being knowledgeable in order to communicate the Bank's products and services to clients. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled hours. Qualifications SKILLS/QUALIFICATIONS: * High school diploma or equivalent. * Successful completion of the Bank's in-house Sales Associate Training Program. * Previous customer service contact experience is highly desired. * Ability to demonstrate a sales-oriented professional demeanor. * Excellent communication skills required; Verbal and written communications skills in Spanish or additional language a plus. * Experience in handling money preferred. * Proficiency in Microsoft Office Products (Word, Excel) required. * Understanding and working knowledge of appropriate core banking system is a plus. * Detailed oriented. * Professionalism and confidentiality are essential. * Flexibility on work schedule as business needs arise. KEY COMPETENCIES * Customer Service * Interpersonal Skills * Dependability (Attendance & Punctuality) * Task Management Essential Functions: * Sitting and standing for extended periods of time. * Ability to operate a computer keyboard, mouse, and other computer components. * Ability to reach over teller counter or desk area to receive customer transaction documents. Ability to lift and carry up to twenty pounds. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Richmond Job Segment: Bank, Banking, Outside Sales, Information Security, Finance, Sales, Technology
    $25k-33k yearly est. 60d+ ago
  • Branch Manager III

    United Bank, Inc. 4.2company rating

    McLean, VA job

    This Branch Manager opportunity will be responsible for managing the functions of a full-service branch, including maintaining existing and developing new customer relationships, both personal and business. The Branch deposit size normally exceeds $75,000,000 in a single branch over in a combination of managing multiple branches. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee income, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring the communication and adherence with all Bank best practices, policies, procedures, and regulations. RESPONSIBILITIES: * Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships * Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls * Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control * Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services * Manages and coaches the branch sales team to effectively provide financial solutions to customers * Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department * Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures * Ensures that dual control is in place for all vaults/safes containing cash/negotiables * Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments * Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans * Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team * Provides regular team meetings for branch personnel to convey information received in seminars, manager's meetings, conference calls and other sources * Refers customers to wealth management, brokerage and commercial representatives as appropriate * Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit * Manages overall responsibility for settlement of branch cash * Conducts audits and oversees completion of monthly and quarterly branch audits * Opens and closes branch office adhering to bank's security policy and procedures * Participates as a member of branch-local civic organizations to promote Bank name, products and services * Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned * May be responsible for managing more than one Branch * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours. Qualifications * Bachelor's degree preferred or equivalent work experience; * Minimum of five (5) years experience a management capacity required * Excellent verbal and written communications skills in Spanish or additional language a plus. * Must possess an NMLS license or obtain NMLS license within 90 days of employment * Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required * Strong sales and service skills; * Strong planning and organizational skills; * Strong communication, problem solving, and coaching skills. * Proficiency in Microsoft Office products * Demonstrated strong interpersonal skills * Demonstrated ability to be flexible and adaptable * Ability to travel to other branch locations as business needs arise * Flexibility on work schedule as business needs arise KEY COMPETENCIES: * Accountability * Leadership Skills * Interpersonal Skills * Strategic Planning and Execution * Organization Essential Functions: * Sitting for extended periods of time. * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: Bank, Banking, Branch Manager, Marketing Manager, Outside Sales, Finance, Management, Marketing, Sales
    $50k-67k yearly est. 57d ago
  • Teller Position -Full Time (Pounding Mill Branch)

    Legacy Bank 4.2company rating

    Legacy Bank job in Claypool Hill, VA

    Department/Branch Reports to Pounding Mill Branch Employment Status FLSA Status Effective Date __ Temporary _X_ Full-Time or Part-Time X Non-Exempt __ Exempt Immediately POSITION SUMMARY The Head Teller will provide the customer with support and assistance, regarding all aspects of bank operations to ensure superior service is provided to all internal and external customers. Assure the financial service needs of each customer are promptly, accurately, and courteously fulfilled. Balance, and replenish ATM's. ESSENTIAL DUTIES AND RESPONSIBILITIES The essential functions include, but are not limited to the following: Adhering to the Bank's policies and procedures. Responsible for daily cash handlings and the opening and closing of new accounts. Cross-selling all products/services. Assisting customer(s) with account inquiries in a timely and accurate manner and performing all functions associated with account maintenance as requested including, but not limited to: personal and account data changes, address changes, and account closures. Maintaining your cash drawer (vault) in an accurate manner. Assist in the responsible for security of Cashier's Checks, and any other consigned items Remaining knowledgeable and proficient in the account opening process for all deposit accounts, including, but not limited to: savings, checking, money market, certificate of deposits, and club accounts Showing proficiency in identification and new account screening methods and being able to fully explain regulatory requirements on all accounts and services Remaining knowledgeable and proficient in Certificate of Deposit and Individual Retirement Accounts (IRAs) including opening, renewing, and closing, and accurately calculating withdrawal penalties and dividend payments as appropriate Accurately and efficiently completing all customer or account-related forms and forwarding to appropriate department for action and/or filing Maintaining usage proficiency on all customer-related systems and software including the maintenance of customer records (systems include, but are not limited to: customer check ordering, ATM/Debit card ordering and maintenance, account and identity verification, etc.) Possessing and maintaining knowledge of all Bank products, services, policies, and procedures so that they can be effectively communicated to the employees and customers Ensuring compliance issues are properly administered. Being available to travel to any branch location as requested by management, as well as work on Saturdays, when needed Assisting with the opening/closing of the branch office, as necessary Resolving and following-up on customer complaints and issues to provide and ensure the highest quality customer service Attending seminars and meetings as requested by management. Possessing excellent communication skills with Branch Managers, co-workers, subordinates, and members Assisting in any special projects or other assignments as requested by Branch Manager MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES) High school diploma or equivalent. Ability to speak and write clearly and effectively to achieve the desired effect in a variety of communications settings and styles; ability to prepare and maintain confidential records and reports Ability to effectively prioritize tasks to use time efficiently and attend to a broad range of activities Willingness to attend training seminars and meetings outside normal working hours Must have a proactive and positive attitude toward members, supervisors, co-workers, and the Credit Union Ability to handle multiple projects simultaneously and work with limited supervision, exercising own initiative and judgment Present a professional image and attitude at all times Ability to learn and use the Bank's PC hardware and software Must be willing to learn the Microsoft Office products, including but not limited to Word, Excel, and Outlook PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Must have flexibility to deal with changing work hours and locations as needed. The noise level in the work environment is usually low to moderate. NOTE This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum Legal Disclaimer: This document is intended for informational purposes only, and does not constitute legal information or advice. This information and all HR Support Center materials are provided in consultation with federal and state statutes and do not encompass other regulations that may exist, such as local ordinances. Transmission of documents or information through the HR Support Center does not create an attorney-client relationship. If you are seeking legal advice, you are encouraged to consult an attorney. levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. The company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable.
    $31k-35k yearly est. 27d ago

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Legacy-Bank may also be known as or be related to Legacy Bank, Legacy Bank (Colwich, Kansas), Legacy Banks and Legacy-Bank.