Financial Services Specialist
Personal banker job in Forest, VA
Are you passionate about building relationships and helping others? Do you enjoy a fast-paced, customer focused environment? At First National Bank, we pride ourselves on extraordinary customer experience, and that wouldn't be possible without an extraordinary team! We are seeking a Financial Services Specialist to join our team in Forest, VA!
The Financial Services Specialist is the face of First National Bank and an essential member of the Retail branch team, making a meaningful impact on the lives of our customers and communities. The Financial Services Specialist must embody the high-performance behaviors of teamwork, professionalism, leading by being a positive example, and service:
Demonstrating a commitment to First National Bank Customer Service Standards while maintaining a helpful attitude in a fast-paced environment
Have proven proficiency in cash handling and verbal communication
What's in it for you?
Competitive salary and other bonus opportunities
Comprehensive medical, dental, vision and life insurance benefits
Generous Paid Time Off (PTO) and 11 paid holidays
Paid Parental Leave and other paid extended leave for eligible employees
401(k) Match Program and Pension Plan
Tuition Reimbursement
Great health and well-being benefits including: telehealth, EAP, specialized treatment of musculoskeletal injuries and conditions, LTD, and various supplemental plans
We focus on the growth and development of our employees. Financial Services Specialists at FNB have a variety of career paths and the ability to build the career they desire
What will you be doing in this role?
Operating a teller window to serve the Bank's customers by processing a variety of transactions with minimal errors. This includes, but is not limited to: accepting deposit and withdrawal requests, loan payments, verifying cash, signatures, identifying customers appropriately, and maintaining and balancing a cash drawer within established limits, while reporting discrepancies to Supervisor
Opening new accounts, certificates of deposit, and other products offered by the Bank. Answering customer questions, providing account opening information, and ensuring that proper paperwork is completed and entered on the computer system
Handling customer questions or concerns and determining if Supervisor input is necessary
Performing daily branch functions such as processing night deposits and mail, balancing and servicing the ATM, and may be responsible for Bank opening and/or closing
Providing additional customer services including Cashier's Checks, Travel Cards, and Gift Cards and cross selling Bank products and services by referring clients to other departments as appropriate
Following directions from members of Management and complying with all department and company policies and procedures
Requirements
What will you need?
High School diploma or equivalency required; Associate's degree preferred
Prior Teller experience and basic knowledge of relevant banking regulations preferred
Working knowledge of Microsoft Office products
To be a well-organized, detail-oriented, problem solver who shows strong initiative and learns and works quickly and accurately with minimal supervision
An effective verbal, written, and interpersonal communication skills with ability to understand and carry out instructions, interpret documents, understand procedures, give directions, and speak clearly
Possess basic math skills including the ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin
Physical/Environmental Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions
This position works in a normal office environment
While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision
We are proud to be an EEO/AA/M/F/Disabled/Veteran employer
Universal Banker
Personal banker job in Waynesboro, VA
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, Business Development, Financial Sales, Banker, Finance, Sales
Universal Banker-Floater (Waynesboro/Staunton Branches)
Personal banker job in Waynesboro, VA
The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
****This role will float between the Waynesboro and Staunton Branches. Role will work 4 days per week and every Saturday****
Position Accountabilities
Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience
Develop and maintain knowledge of bank products, services, including other lines of business
Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)
Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting
Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
Promote the branch's overall growth through the development and retention of new and existing customers
Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Uncover and provide solutions for lending needs
Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals
Perform teller functions and cash transactions
Balance cash each day
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
Perform complex branch operational duties as assigned
Ensure that all required training is successfully completed
Other duties as assigned
Organizational Relationship
This position reports to the assigned leader of the branch.
Position Qualifications
Education & Experience
Possess or be able to obtain an NMLS registration
High school diploma or equivalent required, associate's degree preferred
Minimum of 1 year experience in banking or financial services preferred
Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred
Previous cash handling experience preferred
Teller experience strongly preferred
Customer service experience required
Lending experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Financial Services Representative-Graves Mill (Part-Time)
Personal banker job in Lynchburg, VA
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.
ESSENTIAL JOB FUNCTIONS:
Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners
Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust
Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals
Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions
Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)
Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business
Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services
Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise
Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers
JOB REQUIREMENTS:
High school diploma or equivalence required, some college a plus
Successful customer service and /or sales experience required
Previous experience in a retail bank or related industry preferred
Prior cash handling experience preferred
KNOWLEDGE/SKILLS REQUIRED:
Intermediate customer service skills
Intermediate verbal, written, and listening skills
Basic problem solving skills
Intermediate collaboration skills
Basic understanding of banking products and services
Intermediate adaptability skills
Basic prioritization skills
Basic proficiency with MS Office
Basic critical thinking skills
PHYSICAL AND MENTAL QUALIFICATIONS:
Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 25 pounds
May be asked to work supplemental hours periodically
Limited travel required occasionally during and after business hours
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
NOT A CONTRACT
Personal Banker
Personal banker job in Lexington, VA
Equal Opportunity Employer
Summary Description
Provides excellent customer service, ensuring that all customer needs are met. Responsible for actively promoting, selling, cross-selling and referring the bank's products and services to prospective and existing customers. Opens and maintains all types of customer product accounts and serves as primary contact for resolving routine and complex problems on customer accounts. Provides assistance to other areas of the branch as needed, including assisting the Branch Manager in coaching customer service representative (CSR) staff in referral opportunities, and performing the essential functions of a CSR.
Essential Functions
Consistently executes City's phone, platform, and CSR service standards to provide excellent customer service
Displays a positive and professional attitude at all times
Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs
Maintains an up to date working knowledge of the bank's products and services
Assists customers with routine maintenance and complex service issues; sees through to completion
Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed
Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals
Develops and maintains customer relationships; actively seeks referral resources from existing customers
Seeks to develop and maintain centers of influence for new referral business
Refers customers to other departments and business partners appropriately
May act as primary branch contact in absence of Branch Manager
Maintains a general knowledge of the competitive environment
Completes all required training within predetermined time limit
Adheres to all bank regulatory, audit, and compliance policies and procedures
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job
Position Requirements
High school diploma or equivalent
2+ years of demonstrated sales and service skills
2+ years of customer service experience
Prior retail loan experience
2+ years of banking experience preferred
Ability to multi-task, organize and prioritize to ensure excellent customer service
Displays professional dress and demeanor
Personal computer proficiency
Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes a review of the candidate's financial responsibility, character, and general fitness prior to placement in role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements
Typically the employee may sit to perform work; however, there may be some standing, walking, bending and lifting 5-10 pounds
Work is generally performed indoors in environmentally-controlled conditions
Critical Skills / Expertise
Excellent customer service and sales skills
Strong leadership skills
Excellent oral communication skills
Knowledge of the bank's operations, policies and procedures
Auto-ApplyUniversal Banker
Personal banker job in Rocky Mount, VA
**Schedule:** Monday through Friday 8:30AM to 5:15PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management.
**Essential Duties and Responsibilities**
**Sales and service**
+ Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
+ Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
+ Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
+ Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
+ Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
+ Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate.
**Client experience**
+ Research and resolve problems and respond to client inquiries on account status.
+ Deliver excellent client experiences consistently and promptly resolve client issues effectively.
+ Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
**Compliance and risk management**
+ Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
**Operational efficiency**
+ Assist banking center associates with all aspects of daily operations as needed, including audit controls.
+ Assist banking center management with "on the job training" of new associates.
+ Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job related duties as assigned
**Qualifications**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience.
+ High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements
**DeGarmo Behavioral Assessment Requirement**
+ All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
+ The assessment takes approximately 12-15 minutes to complete
+ Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
**Qualifications**
**Behaviors**
**Required**
+ **Team Player:** Works well as a member of a group
+ **Enthusiastic:** Shows intense and eager enjoyment and interest
**Motivations**
**Required**
+ **Growth Opportunities:** Inspired to perform well by the chance to take on more responsibility
+ **Self-Starter:** Inspired to perform without outside help
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Universal Banker - Salem
Personal banker job in Salem, VA
Role:
Identify member needs through the use of consultative sales techniques, process transactions, respond to service requests and educate members on options. This position requires a broad knowledge of operations, all Credit Union products and services including features. Use independent analysis and judgment to effectively resolve difficult or complex situations within guidelines while ensuring member satisfaction.
This position is not eligible for remote work.
Essential Functions & Responsibilities:
40% Follows an effective sales process while delivering exceptional member service.
35% Assists members with transactions. Supplies information and answers questions about all loan and deposit products/services and resolves problems.
20% Receives and accurately processes member financial transactions. Balances cash drawer and daily transactions.
5% Assists with opening and closing of branch office and balancing procedures.
Performance Measurements:
1. Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. Please refer to Annual Performance Goal document for remaining Performance Measurements.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: (1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.
Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills: Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment: Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Auto-ApplyPersonal Banker Lexington
Personal banker job in Lexington, VA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
101 S Main Street Lexington, VA 24460
@RWF22
Posting End Date:
14 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyRetail Banking Representative
Personal banker job in Roanoke, VA
Bank of Botetourt has an open position for a Retail Banking Representative for our Bonsack Office. Banking experience is not required but is preferred. Qualified applicants must have be ability to learn and be competent in performing various banking duties such as; processing teller transactions, demonstrating superior customer service and promoting bank products and services.
A Community Partner
For 125 years, Bank of Botetourt has been committed to reaching out within our local communities to do all we can to further the area's overall economic development. As a community partner, we make charitable contributions for education, culture and the arts, social service agencies, charitable activities, community and economic development, and other programs that impact the needs of our communities. By bridging the needs of our local communities with the resources of Bank of Botetourt, we help to improve the quality of life for residents in our service areas. We realize that we can only be as successful as the communities we serve!
Volunteerism
Being a good corporate citizen means being actively involved in the community. Bank of Botetourt employees are encouraged to participate through mentoring, volunteering, sponsoring, and public service. Every day, our employees provide their time and talents for efforts that are important to their local communities - some read to children, others work during parades and festivals, some donate blood, or participate in walk-a-thons. We are proud of the many employees who generously donate so much of their time in support of charitable, civic, and professional organizations.
Requirements
Position Summary: Facilitates a variety of account transactions and services requests, while maintaining a high level of customer service
Essential Functions
* Greets customers and conducts deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits and evaluating items for proper hold scenarios.
* Examines cash deposits for counterfeit currency and follows proper protocols if identified.
* Receives payment on all loans, ensuring that payments equal the amount due, and that all late charges, if applicable, are collected.
* Issues cashier checks within prescribed limits and directs customers on how to purchase U.S. Savings Bonds.
* Processes mail deposits, night drop deposits, ATM deposits, and daytime drop-off deposits and records proper information on bank forms if applicable.
* Closes accounts or completes account transfers as requested.
* Assists customers with stop payment requests and wire transfer requests.
* Completes "Currency Transaction Report" for all cash transactions over $10,000 and completes "Consolidated Currency Report" for all cash transactions over $3,000 and below $10,000.
* Executes requests to purchase or redeem foreign currency.
* Batches work at designated times, reviews for red batches, and balances cash drawer at end of day processing. Any teller outages are accounted for on the business day in which they are identified and reported to the Head Teller or Branch Manager.
* Cashes checks, pays withdrawals from savings accounts, and redeems savings bonds.
* Processes safe deposit box payments and provides assistance to customers accessing their safe boxes.
* Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent customer service.
* Maintains a strong knowledge of the bank's products and services
* Looks for opportunities to make referrals to mortgage, insurance, investments, merchant services, treasury services, and title services.
* Cross-sells the bank's products and services. Also participates with manager in the allocation of retail sales goals and the achievement of individual sales goals.
* Adheres to currency and coin limits.
* Understands their role in case of robbery, whether victim or bystander, and knows proper post-robbery procedures.
* Maintains a neat and orderly work area and ensures that all negotiable items and confidential records are properly secured.
* Collects and verifies updated customer identification data.
* Balances and maintains ATM (if applicable).
Other Duties/Responsibilities
* Operates standard office machines, including coin sorter, coin wrapper, currency counter, teller machine, copier, typewriter, fax machine and adding machine.
* Ensures that the teller station is properly stocked with forms, supplies, etc.
* Assists in receiving and processing deposits for Bank of Botetourt Elementary Savings Program.
Bank of Botetourt Expectations
* Provide superior customer service.
* Represent the bank in a professional manner.
* Represent Bank of Botetourt in community affairs and events.
* Treat all staff members with the utmost respect and cooperation.
* Conduct business to maximize shareholder value.
* Promptly report known or suspected violations of Bank Secrecy Act (BSA) laws, rules, or regulations involving the bank, its customers, or any other parties, or violations of the bank's BSA compliance program to the BSA Officer or Coordinator.
* Perform other duties as assigned.
Basic Qualifications
Proficiency in Microsoft Office applications and strong computer skills.
Excellent customer service skills, ability to multi-task, proficient in operating standard office machines.
Note: This is not all-inclusive, and employees are expected to perform all other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
BANK OF BOTETOURT promotes an equal employment opportunity workplace, which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Bank of Botetourt is Member FDIC.
Personal Banker Lexington
Personal banker job in Lexington, VA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
101 S Main Street Lexington, VA 24460
@RWF22
Posting End Date:
14 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Financial Services Specialist
Personal banker job in Forest, VA
Are you passionate about building relationships and helping others? Do you enjoy a fast-paced, customer focused environment? At First National Bank, we pride ourselves on extraordinary customer experience, and that wouldn't be possible without an extraordinary team! We are seeking a Financial Services Specialist to join our team in Forest, VA!
The Financial Services Specialist is the face of First National Bank and an essential member of the Retail branch team, making a meaningful impact on the lives of our customers and communities. The Financial Services Specialist must embody the high-performance behaviors of teamwork, professionalism, leading by being a positive example, and service:
* Demonstrating a commitment to First National Bank Customer Service Standards while maintaining a helpful attitude in a fast-paced environment
* Have proven proficiency in cash handling and verbal communication
What's in it for you?
* Competitive salary and other bonus opportunities
* Comprehensive medical, dental, vision and life insurance benefits
* Generous Paid Time Off (PTO) and 11 paid holidays
* Paid Parental Leave and other paid extended leave for eligible employees
* 401(k) Match Program and Pension Plan
* Tuition Reimbursement
* Great health and well-being benefits including: telehealth, EAP, specialized treatment of musculoskeletal injuries and conditions, LTD, and various supplemental plans
* We focus on the growth and development of our employees. Financial Services Specialists at FNB have a variety of career paths and the ability to build the career they desire
What will you be doing in this role?
* Operating a teller window to serve the Bank's customers by processing a variety of transactions with minimal errors. This includes, but is not limited to: accepting deposit and withdrawal requests, loan payments, verifying cash, signatures, identifying customers appropriately, and maintaining and balancing a cash drawer within established limits, while reporting discrepancies to Supervisor
* Opening new accounts, certificates of deposit, and other products offered by the Bank. Answering customer questions, providing account opening information, and ensuring that proper paperwork is completed and entered on the computer system
* Handling customer questions or concerns and determining if Supervisor input is necessary
* Performing daily branch functions such as processing night deposits and mail, balancing and servicing the ATM, and may be responsible for Bank opening and/or closing
* Providing additional customer services including Cashier's Checks, Travel Cards, and Gift Cards and cross selling Bank products and services by referring clients to other departments as appropriate
* Following directions from members of Management and complying with all department and company policies and procedures
Requirements
What will you need?
* High School diploma or equivalency required; Associate's degree preferred
* Prior Teller experience and basic knowledge of relevant banking regulations preferred
* Working knowledge of Microsoft Office products
* To be a well-organized, detail-oriented, problem solver who shows strong initiative and learns and works quickly and accurately with minimal supervision
* An effective verbal, written, and interpersonal communication skills with ability to understand and carry out instructions, interpret documents, understand procedures, give directions, and speak clearly
* Possess basic math skills including the ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin
Physical/Environmental Demands
* The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions
* This position works in a normal office environment
* While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision
We are proud to be an EEO/AA/M/F/Disabled/Veteran employer
Universal Banker (Hollins Branch)
Personal banker job in Roanoke, VA
The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience
Develop and maintain knowledge of bank products, services, including other lines of business
Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)
Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting
Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
Promote the branch's overall growth through the development and retention of new and existing customers
Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Uncover and provide solutions for lending needs
Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals
Perform teller functions and cash transactions
Balance cash each day
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
Perform complex branch operational duties as assigned
Ensure that all required training is successfully completed
Other duties as assigned
Organizational Relationship
This position reports to the assigned leader of the branch.
Position Qualifications
Education & Experience
Possess or be able to obtain an NMLS registration
High school diploma or equivalent required, associate's degree preferred
Minimum of 1 year experience in banking or financial services preferred
Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred
Previous cash handling experience preferred
Teller experience strongly preferred
Customer service experience required
Lending experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Financial Services Representative-Forest Road
Personal banker job in Bedford, VA
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.
ESSENTIAL JOB FUNCTIONS:
Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners
Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust
Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals
Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions
Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)
Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business
Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services
Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise
Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers
JOB REQUIREMENTS:
High school diploma or equivalence required, some college a plus
Successful customer service and /or sales experience required
Previous experience in a retail bank or related industry preferred
Prior cash handling experience preferred
KNOWLEDGE/SKILLS REQUIRED:
Intermediate customer service skills
Intermediate verbal, written, and listening skills
Basic problem solving skills
Intermediate collaboration skills
Basic understanding of banking products and services
Intermediate adaptability skills
Basic prioritization skills
Basic proficiency with MS Office
Basic critical thinking skills
PHYSICAL AND MENTAL QUALIFICATIONS:
Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 25 pounds
May be asked to work supplemental hours periodically
Limited travel required occasionally during and after business hours
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
NOT A CONTRACT
Retail Banking Representative
Personal banker job in Roanoke, VA
Full-time Description
Bank of Botetourt has an open position for a Retail Banking Representative for our Bonsack Office. Banking experience is not required but is preferred. Qualified applicants must have be ability to learn and be competent in performing various banking duties such as; processing teller transactions, demonstrating superior customer service and promoting bank products and services.
A Community Partner
For 125 years, Bank of Botetourt has been committed to reaching out within our local communities to do all we can to further the area's overall economic development. As a community partner, we make charitable contributions for education, culture and the arts, social service agencies, charitable activities, community and economic development, and other programs that impact the needs of our communities. By bridging the needs of our local communities with the resources of Bank of Botetourt, we help to improve the quality of life for residents in our service areas. We realize that we can only be as successful as the communities we serve!
Volunteerism
Being a good corporate citizen means being actively involved in the community. Bank of Botetourt employees are encouraged to participate through mentoring, volunteering, sponsoring, and public service. Every day, our employees provide their time and talents for efforts that are important to their local communities - some read to children, others work during parades and festivals, some donate blood, or participate in walk-a-thons. We are proud of the many employees who generously donate so much of their time in support of charitable, civic, and professional organizations.
Requirements
Position Summary: Facilitates a variety of account transactions and services requests, while maintaining a high level of customer service
Essential Functions
Greets customers and conducts deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits and evaluating items for proper hold scenarios.
Examines cash deposits for counterfeit currency and follows proper protocols if identified.
Receives payment on all loans, ensuring that payments equal the amount due, and that all late charges, if applicable, are collected.
Issues cashier checks within prescribed limits and directs customers on how to purchase U.S. Savings Bonds.
Processes mail deposits, night drop deposits, ATM deposits, and daytime drop-off deposits and records proper information on bank forms if applicable.
Closes accounts or completes account transfers as requested.
Assists customers with stop payment requests and wire transfer requests.
Completes “Currency Transaction Report” for all cash transactions over $10,000 and completes “Consolidated Currency Report” for all cash transactions over $3,000 and below $10,000.
Executes requests to purchase or redeem foreign currency.
Batches work at designated times, reviews for red batches, and balances cash drawer at end of day processing. Any teller outages are accounted for on the business day in which they are identified and reported to the Head Teller or Branch Manager.
Cashes checks, pays withdrawals from savings accounts, and redeems savings bonds.
Processes safe deposit box payments and provides assistance to customers accessing their safe boxes.
Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent customer service.
Maintains a strong knowledge of the bank's products and services
Looks for opportunities to make referrals to mortgage, insurance, investments, merchant services, treasury services, and title services.
Cross-sells the bank's products and services. Also participates with manager in the allocation of retail sales goals and the achievement of individual sales goals.
Adheres to currency and coin limits.
Understands their role in case of robbery, whether victim or bystander, and knows proper post-robbery procedures.
Maintains a neat and orderly work area and ensures that all negotiable items and confidential records are properly secured.
Collects and verifies updated customer identification data.
Balances and maintains ATM (if applicable).
Other Duties/Responsibilities
Operates standard office machines, including coin sorter, coin wrapper, currency counter, teller machine, copier, typewriter, fax machine and adding machine.
Ensures that the teller station is properly stocked with forms, supplies, etc.
Assists in receiving and processing deposits for Bank of Botetourt Elementary Savings Program.
Bank of Botetourt Expectations
Provide superior customer service.
Represent the bank in a professional manner.
Represent Bank of Botetourt in community affairs and events.
Treat all staff members with the utmost respect and cooperation.
Conduct business to maximize shareholder value.
Promptly report known or suspected violations of Bank Secrecy Act (BSA) laws, rules, or regulations involving the bank, its customers, or any other parties, or violations of the bank's BSA compliance program to the BSA Officer or Coordinator.
Perform other duties as assigned.
Basic Qualifications
Proficiency in Microsoft Office applications and strong computer skills.
Excellent customer service skills, ability to multi-task, proficient in operating standard office machines.
Note: This is not all-inclusive, and employees are expected to perform all other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
BANK OF BOTETOURT promotes an equal employment opportunity workplace, which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Bank of Botetourt is Member FDIC.
Personal Banker Lexington
Personal banker job in Lexington, VA
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Posting Location(s):
* 101 S Main Street Lexington, VA 24460
@RWF22
Posting End Date:
14 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Universal Banker
Personal banker job in Westlake Corner, VA
**Schedule:** Monday through Friday 8:30AM to 5:00PM Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management.
**Essential Duties and Responsibilities**
**Sales and service**
+ Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
+ Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
+ Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
+ Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
+ Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
+ Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate.
**Client experience**
+ Research and resolve problems and respond to client inquiries on account status.
+ Deliver excellent client experiences consistently and promptly resolve client issues effectively.
+ Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
**Compliance and risk management**
+ Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
**Operational efficiency**
+ Assist banking center associates with all aspects of daily operations as needed, including audit controls.
+ Assist banking center management with "on the job training" of new associates.
+ Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job related duties as assigned
**Qualifications**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience.
+ High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements
**DeGarmo Behavioral Assessment Requirement**
+ All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
+ The assessment takes approximately 12-15 minutes to complete
+ Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
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**Qualifications**
**Behaviors**
**Required**
+ **Team Player:** Works well as a member of a group
+ **Enthusiastic:** Shows intense and eager enjoyment and interest
**Motivations**
**Required**
+ **Growth Opportunities:** Inspired to perform well by the chance to take on more responsibility
+ **Self-Starter:** Inspired to perform without outside help
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Universal Banker (Roanoke)/Every Saturday
Personal banker job in Roanoke, VA
The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
* Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience
* Develop and maintain knowledge of bank products, services, including other lines of business
* Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking)
* Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting
* Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
* Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
* Promote the branch's overall growth through the development and retention of new and existing customers
* Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
* Uncover and provide solutions for lending needs
* Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
* Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals
* Perform teller functions and cash transactions
* Balance cash each day
* Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
* Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
* Perform complex branch operational duties as assigned
* Ensure that all required training is successfully completed
* Other duties as assigned
Organizational Relationship
This position reports to the Branch Manager.
Position Qualifications
Education & Experience
* Possess or be able to obtain an NMLS registration
* High school diploma or equivalent required, associate's degree preferred
* Minimum of 1 year experience in banking or financial services preferred
* Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred
* Previous cash handling experience preferred
* Teller experience strongly preferred
* Customer service experience required
* Lending experience preferred
Knowledge & Skills
* Excellent customer service skills
* Excellent oral and written communication skills
* Ability to exercise sound business judgment
* Proficient computer skills
* Ability to handle multiple tasks with attention to details
* Flexible, able to adapt to change
* Shifts may vary for each position offering, depending on business need
* Able to stand for extended periods of time and lift objects up to 30 pounds
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting *********************************************************
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Personal Banker
Personal banker job in Lexington, VA
Equal Opportunity Employer Summary Description Provides excellent customer service, ensuring that all customer needs are met. Responsible for actively promoting, selling, cross-selling and referring the bank's products and services to prospective and existing customers. Opens and maintains all types of customer product accounts and serves as primary contact for resolving routine and complex problems on customer accounts. Provides assistance to other areas of the branch as needed, including assisting the Branch Manager in coaching customer service representative (CSR) staff in referral opportunities, and performing the essential functions of a CSR.
Essential Functions
* Consistently executes City's phone, platform, and CSR service standards to provide excellent customer service
* Displays a positive and professional attitude at all times
* Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs
* Maintains an up to date working knowledge of the bank's products and services
* Assists customers with routine maintenance and complex service issues; sees through to completion
* Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed
* Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals
* Develops and maintains customer relationships; actively seeks referral resources from existing customers
* Seeks to develop and maintain centers of influence for new referral business
* Refers customers to other departments and business partners appropriately
* May act as primary branch contact in absence of Branch Manager
* Maintains a general knowledge of the competitive environment
* Completes all required training within predetermined time limit
* Adheres to all bank regulatory, audit, and compliance policies and procedures
* Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job
Position Requirements
* High school diploma or equivalent
* 2+ years of demonstrated sales and service skills
* 2+ years of customer service experience
* Prior retail loan experience
* 2+ years of banking experience preferred
* Ability to multi-task, organize and prioritize to ensure excellent customer service
* Displays professional dress and demeanor
* Personal computer proficiency
* Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes a review of the candidate's financial responsibility, character, and general fitness prior to placement in role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements
* Typically the employee may sit to perform work; however, there may be some standing, walking, bending and lifting 5-10 pounds
* Work is generally performed indoors in environmentally-controlled conditions
Critical Skills / Expertise
* Excellent customer service and sales skills
* Strong leadership skills
* Excellent oral communication skills
* Knowledge of the bank's operations, policies and procedures
Floating Retail Banking Representative
Personal banker job in Buchanan, VA
Full-time Description
Bank of Botetourt has an open position for a Floating Retail Banking Representative for our Botetourt, Roanoke County and Salem Offices. Banking experience is not required but is preferred. Qualified applicants must have be ability to learn and be competent in performing various banking duties such as; processing teller transactions, demonstrating superior customer service and promoting bank products and services.
Taking Care of You
At Bank of Botetourt "Taking Care of You" is more than a slogan, it's our promise to the community. For over 100 years, Bank of Botetourt has been committed to reaching out within our local communities to do all we can to further the area's overall economic development. As a community partner, we make charitable contributions for education, culture and the arts, social service agencies, charitable activities, community and economic development, and other programs that impact the needs of our communities. By bridging the needs of our local communities with the resources of Bank of Botetourt, we help to improve the quality of life for residents in our service areas. We realize that we can only be as successful as the communities we serve!
Volunteerism
Being a good corporate citizen means being actively involved in the community. Bank of Botetourt employees are encouraged to participate through mentoring, volunteering, sponsoring, and public service. Every day, our employees provide their time and talents for efforts that are important to their local communities - some read to children, others work during parades and festivals, some donate blood, or participate in walk-a-thons. We are proud of the many employees who generously donate so much of their time in support of charitable, civic, and professional organizations.
Requirements
SUMMARY: Provides a variety of customer savings, checking and credit account transactions, as well as customer services while maintaining high customer service standards on a part-time basis.
Essential Functions
Greet customers and receives and handles deposits of all types, ensuring the proper endorsement on negotiable instruments within these deposits.
Receives payment on all loans, ensuring that payments equal the amount due and that all late charges, if applicable, are collected.
Issues certified checks, VISA travel and gift cards, cashier checks and direct customers on how to purchase US Savings Bonds.
Process bank-by-mail and night depository items and recording proper information on bank forms.
Close accounts or transfer funds, as requested.
Collect utility payments and disburses funds to the proper company.
Completes “IRS Currency Transaction Report 4789” for all cash transactions over $10,000.
Count, prove and package currency and coin.
Balance cash drawer and prepare teller sheets.
Cash checks, pay withdrawals from savings accounts, redeem savings bonds and coupons.
Continuously demonstrates a helpful, friendly attitude and is committed to providing excellent customer service.
Know the Bank's products and services thoroughly.
Look for opportunities to sell Bank services.
Sells and/or refers Bank's products and services to customers and prospects. Also participates with manager in the allocation of retail sales goals and the achievement of individual sales goals.
Maintains the proper amounts of currency and coin in till.
Understands their role in case of robbery, whether victim or bystander, and knows proper post-robbery procedures.
Maintains a neat and orderly work area and ensures that all negotiable items and confidential records are properly secured.
Uses computer system to make inquiries as to account status.
Operate standard office machines, including coin sorter, coin wrapper, currency counter, teller machine, copier, typewriter, fax machine and adding machine.
Ensures that the teller station is properly stocked with forms, supplies, etc.
Balance ATMs.
Assist in receiving and processing deposits for Bank of Botetourt Elementary Savings Program.
Expectations
Provide superior customer service.
Represent the bank in a professional manner.
Represent Bank of Botetourt in community affairs and events.
Treat all staff members with the utmost respect and cooperation.
Conduct business to maximize shareholder value.
Promptly report known or suspected violations of BSA laws, rules, or regulations involving the bank, its customers, or any other parties, or violations of the bank's BSA compliance program to the BSA Officer or Coordinator.
Perform other duties as assigned.
This is not all inclusive and employees are expected to perform all other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Financial Services Representative-Boones Mill
Personal banker job in Boones Mill, VA
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.
ESSENTIAL JOB FUNCTIONS:
Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners
Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust
Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals
Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions
Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)
Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business
Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services
Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise
Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers
JOB REQUIREMENTS:
High school diploma or equivalence required, some college a plus
Successful customer service and /or sales experience required
Previous experience in a retail bank or related industry preferred
Prior cash handling experience preferred
KNOWLEDGE/SKILLS REQUIRED:
Intermediate customer service skills
Intermediate verbal, written, and listening skills
Basic problem solving skills
Intermediate collaboration skills
Basic understanding of banking products and services
Intermediate adaptability skills
Basic prioritization skills
Basic proficiency with MS Office
Basic critical thinking skills
PHYSICAL AND MENTAL QUALIFICATIONS:
Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 25 pounds
May be asked to work supplemental hours periodically
Limited travel required occasionally during and after business hours
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
NOT A CONTRACT