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Personal banker jobs in Roanoke, VA - 45 jobs

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  • Universal Banker (Colonial Ave) Every Saturday

    Atlantic Union Bank Careers 4.3company rating

    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 https://www.atlanticunionbank.com/about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
    $31k-39k yearly est. 60d+ ago
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  • Personal Banker Roanoke Area

    W.F. Young 3.5company rating

    Personal banker job in Roanoke, 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): 3442 Orange Avenue Roanoke, VA 24012 1344 Hershberger Road Roanoke, VA 24012 120 W Virginia Avenue Vinton, VA 24179 701 Park Avenue NW Norton, VA 24273 4202 Melrose Avenue Roanoke, VA 24017 14 W Main Street Salem, VA 24153 4206 Electric Road Roanoke, VA 24018 Posting End Date: 1 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $26k-31k yearly est. Auto-Apply 8d ago
  • Financial Services Representative-Cave Spring

    Carter Bank 4.3company rating

    Personal banker job in Roanoke, 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
    $27k-32k yearly est. 11d ago
  • Personal Banker Roanoke Area

    Wells Fargo 4.6company rating

    Personal banker job in Salem, 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): * 3442 Orange Avenue Roanoke, VA 24012 * 1344 Hershberger Road Roanoke, VA 24012 * 120 W Virginia Avenue Vinton, VA 24179 * 701 Park Avenue NW Norton, VA 24273 * 4202 Melrose Avenue Roanoke, VA 24017 * 14 W Main Street Salem, VA 24153 * 4206 Electric Road Roanoke, VA 24018 Posting End Date: 1 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $26k-35k yearly est. 7d ago
  • Relationship Banker

    First National Bank 4.1company rating

    Personal banker job in Altavista, VA

    Full-time Description Do you embody the high-performance behaviors of teamwork, professionalism, leading by being a positive example, and service? First National Bank is seeking a Relationship Banker to join the team at our Vista Branch in Altavista, VA! The Relationship Banker is an essential member of the Retail branch team, making a meaningful impact on the lives of our customers and communities. The Relationship Banker is a sales oriented role that will develop profitable new business along with providing ongoing customer service to existing relationships. This includes, but is not limited to: Presenting traditional and non-traditional bank products and services to customers and prospective customers Taking loan applications and referring larger credit opportunities Expanding account relationships by referring customers to other bank products and services What will you be doing in this role? Gathering customer and potential customer information; analyzing customer needs; presenting suitable products; asking for the business and closing the sale Making sales calls individually or accompanying calling officer and participating in community activities Suggesting market strategies that could lead to new business Making decisions regarding Branch Operations to provide direction for other Branch employees when the Branch Manager is unavailable Serving as a liaison between the customer and bank products and services to ensure successful outcomes What's in it for you? Competitive salary Quarterly incentive plan 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. The Relationship Banker has the ability to grow professionally at FNB Requirements What will you need? Associate's degree or equivalent experience in the Financial Services industry. Undergraduate degree a plus Two to five years of customer service and sales experience. Previous experience in banking or financial services preferred Understanding of banking products and services, including deposit accounts and loans Reputation for excellence in customer service and relationship development Excellent communication, interpersonal, and relationship-building skills Well-organized, detail-oriented, and self-motivated. Ability to work well independently and as part of a team Ability to prioritize tasks and manage time effectively in a fast-paced environment with minimal guidance Some flexibility to work outside of normal business hours required Proficient in use of PC based products including Word, Excel and Outlook. Aptitude to quickly learn and use electronic banking product applications 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
    $28k-34k yearly est. 5d ago
  • Client Financial Representative

    Light Counseling

    Personal banker job in Forest, VA

    Light Counseling has served more than 60,000 Individuals, Couples, & Families and has been providing professional, confidential, and distinctly Christian counseling services to Virginia for over 30 years. Additionally, we serve clients in 8 other states! We take pride in incorporating God's truth in the helping process. Our mission is to bring hope to the hopeless and healing to those who are hurting by helping individuals realize their God-given, divine potential. POSITION OVERVIEW Light Counseling is hiring a Client Financial Representative to support the financial and billing needs of our outpatient mental health services. This role serves as a key point of contact for clients regarding insurance coverage, billing questions, and payment options, while also supporting revenue cycle operations and internal coordination. The ideal candidate is detail-oriented, client-focused, and comfortable handling sensitive financial and insurance information in a confidential, regulated environment. LEVEL OF RESPONSIBILITY At Light Counseling, we value confidentiality and strictly adhere to federal and state privacy laws and practices, including HIPAA. While all work is performed under supervision, the Client Financial Representative is expected to function effectively and independently, demonstrating flexibility, initiative, maturity, and sound decision-making within the framework of Light Counseling's policies and employee handbook. Due to the sensitive nature of client financial and insurance information in a healthcare setting, the Client Financial Representative must remain vigilant to ensure that all billing, insurance verification, and client communications comply with applicable state and federal privacy regulations. KEY RESPONSIBILITIES Insurance Verification & Client Financial Support Verify insurance eligibility, benefits, and authorizations for outpatient mental health services Explain insurance coverage, copays, deductibles, coinsurance, and self-pay options to clients Assist clients with payment plans, financial assistance programs, and sliding-scale fee arrangements Address client questions related to account balances, statements, and payment options Respond to client inquiries regarding insurance verification, coverage status, and eligibility Billing & Revenue Cycle Support Enter, review, and post charges for outpatient mental health services in the billing system Collect and post client payments accurately; reconcile daily transactions Generate client statements and support routine billing cycles Track client balances and conduct standard follow-ups on outstanding accounts Maintain accurate billing data and financial records Process refunds, credits, and account adjustments as needed Coordinate with internal staff to resolve billing discrepancies Support data entry and reporting in EHR and billing systems Serve as liaison with external law firm regarding collection activity Coordination & Administrative Support Collaborate with clinicians, intake coordinators, and scheduling staff to support accurate billing and client communication Serve as a point of contact for routine insurance-related administrative questions Act as the Medallion credentialing liaison to ensure provider insurance enrollments are processed in a timely manner Track credentialing enrollment status and follow up on outstanding items Maintain accurate documentation of client communications and account updates Compliance & Confidentiality Ensure compliance with HIPAA, payer requirements, and applicable state and federal regulations Maintain accurate, secure, and confidential client and financial records MINIMUM QUALIFICATIONS High school diploma or equivalent required; associate or bachelor's degree in healthcare administration, business, or a related field preferred Prior experience in medical billing, healthcare revenue cycle, insurance verification, or client financial services Familiarity with insurance benefits, authorizations, and billing processes for outpatient healthcare services Strong attention to detail and ability to manage multiple tasks and deadlines Excellent communication skills and ability to explain financial information clearly and compassionately Proficiency with EHR systems, billing platforms, and basic reporting tools Ability to handle sensitive and confidential information with professionalism PREFERRED QUALIFICATIONS Experience in behavioral health or outpatient mental health settings Familiarity with Medicaid, Medicare, and commercial insurance plans Experience working with payment plans, financial assistance programs, or sliding-scale fees Prior experience coordinating credentialing or payer enrollment processes Comfort working in a mission-driven or purpose-focused organization BENEFITS Competitive pay based on experience Health, dental, and vision insurance 401(k) retirement plan with company match Paid time off and holidays Opportunities for professional growth and advancement within the organization Work in a supportive, collaborative, and purpose-driven environment Participation in company events and mission-focused initiatives On-site role with regular interaction with team members and clinicians
    $32k-65k yearly est. 17d ago
  • Universal Banker I - Madison Heights, VA

    Bank of The James 4.0company rating

    Personal banker job in Madison Heights, VA

    Participates in building customer relationships by promoting bank's products and services to customers through needs identification, maximizing a profitable relationship. Serves in the role of a premier relationship banker, advising clients in their selection of financial products and services, utilizing a needs-based selling approach. The associate will expand existing client relationships and develop new relationships through knowledge and operational efficiencies of banking services; and will perform multiple duties associated with the operation of a financial banking center to include consumer lending and business development. High school diploma or equivalent required. Two-three years of proven teller or high-volume money handling experience and demonstrated customer service experience preferred. Reliable, flexible and team oriented. This is a full-time, in-person position in Madison Heights, VA. To apply, please click below: *********************************************************************************************************** EEO: M/F/Disability/Vet
    $31k-39k yearly est. 21d ago
  • Floating Retail Banking Representative

    Bank of Botetourt

    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.
    $30k-38k yearly est. 60d+ ago
  • Relationship Banker

    First Horizon Corp 3.9company rating

    Personal banker job in Martinsville, VA

    Schedule: Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development * Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. * Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. * Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. * Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. * Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience * Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). * 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 in conducting and/or participating in meetings to promote sales, product knowledge and customer service. * Assist banking center management with "on the job training" of new associates. * Assist with dual control vault responsibilities and audit controls. * 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. * High school diploma or general education degree (GED) * 2 - 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce 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 ********************* 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
    $29k-34k yearly est. 24d ago
  • Universal Banker (Vinton)

    Atlantic Union Bank 4.3company rating

    Personal banker job in Vinton, 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 ********************************************************* We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
    $31k-39k yearly est. 15d ago
  • Personal Banker Lynchburg Area

    W.F. Young 3.5company rating

    Personal banker job in Lynchburg, 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): 118 Amelon Square Madison Heights, VA 24572 17967 Forest Road Forest, VA 24551 2304 Langhorne Road Lynchburg, VA 24501 3408 Candlers Mountain Road Lynchburg, VA 24502 21513 Timberlake Road Lynchburg, VA 24502 Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting Posting End Date: 1 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $26k-31k yearly est. Auto-Apply 26d ago
  • Financial Services Representative-Rocky Mount

    Carter Bank 4.3company rating

    Personal banker job in Rocky Mount, 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
    $26k-31k yearly est. 2d ago
  • Relationship Banker

    First National Bank 4.1company rating

    Personal banker job in Altavista, VA

    Do you embody the high-performance behaviors of teamwork, professionalism, leading by being a positive example, and service? First National Bank is seeking a Relationship Banker to join the team at our Vista Branch in Altavista, VA! The Relationship Banker is an essential member of the Retail branch team, making a meaningful impact on the lives of our customers and communities. The Relationship Banker is a sales oriented role that will develop profitable new business along with providing ongoing customer service to existing relationships. This includes, but is not limited to: * Presenting traditional and non-traditional bank products and services to customers and prospective customers * Taking loan applications and referring larger credit opportunities * Expanding account relationships by referring customers to other bank products and services What will you be doing in this role? * Gathering customer and potential customer information; analyzing customer needs; presenting suitable products; asking for the business and closing the sale * Making sales calls individually or accompanying calling officer and participating in community activities * Suggesting market strategies that could lead to new business * Making decisions regarding Branch Operations to provide direction for other Branch employees when the Branch Manager is unavailable * Serving as a liaison between the customer and bank products and services to ensure successful outcomes What's in it for you? * Competitive salary * Quarterly incentive plan * 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. The Relationship Banker has the ability to grow professionally at FNB Requirements What will you need? * Associate's degree or equivalent experience in the Financial Services industry. Undergraduate degree a plus * Two to five years of customer service and sales experience. Previous experience in banking or financial services preferred * Understanding of banking products and services, including deposit accounts and loans * Reputation for excellence in customer service and relationship development * Excellent communication, interpersonal, and relationship-building skills * Well-organized, detail-oriented, and self-motivated. Ability to work well independently and as part of a team * Ability to prioritize tasks and manage time effectively in a fast-paced environment with minimal guidance * Some flexibility to work outside of normal business hours required * Proficient in use of PC based products including Word, Excel and Outlook. Aptitude to quickly learn and use electronic banking product applications 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
    $28k-34k yearly est. 5d ago
  • Client Financial Representative

    Light Counseling

    Personal banker job in Forest, VA

    Job DescriptionSalary: Light Counseling has served more than 60,000 Individuals, Couples, & Families and has been providing professional, confidential, and distinctly Christian counseling services to Virginia for over 30 years. Additionally, we serve clients in 8 other states! We take pride in incorporating Gods truth in the helping process. Our mission is to bring hope to the hopeless and healing to those who are hurting by helping individuals realize their God-given, divine potential. POSITION OVERVIEW Light Counseling is hiring a Client Financial Representative to support the financial and billing needs of our outpatient mental health services. This role serves as a key point of contact for clients regarding insurance coverage, billing questions, and payment options, while also supporting revenue cycle operations and internal coordination. The ideal candidate is detail-oriented, client-focused, and comfortable handling sensitive financial and insurance information in a confidential, regulated environment. LEVEL OF RESPONSIBILITY At Light Counseling, we value confidentiality and strictly adhere to federal and state privacy laws and practices, including HIPAA. While all work is performed under supervision, the Client Financial Representative is expected to function effectively and independently, demonstrating flexibility, initiative, maturity, and sound decision-making within the framework of Light Counselings policies and employee handbook. Due to the sensitive nature of client financial and insurance information in a healthcare setting, the Client Financial Representative must remain vigilant to ensure that all billing, insurance verification, and client communications comply with applicable state and federal privacy regulations. KEY RESPONSIBILITIES Insurance Verification & Client Financial Support Verify insurance eligibility, benefits, and authorizations for outpatient mental health services Explain insurance coverage, copays, deductibles, coinsurance, and self-pay options to clients Assist clients with payment plans, financial assistance programs, and sliding-scale fee arrangements Address client questions related to account balances, statements, and payment options Respond to client inquiries regarding insurance verification, coverage status, and eligibility Billing & Revenue Cycle Support Enter, review, and post charges for outpatient mental health services in the billing system Collect and post client payments accurately; reconcile daily transactions Generate client statements and support routine billing cycles Track client balances and conduct standard follow-ups on outstanding accounts Maintain accurate billing data and financial records Process refunds, credits, and account adjustments as needed Coordinate with internal staff to resolve billing discrepancies Support data entry and reporting in EHR and billing systems Serve as liaison with external law firm regarding collection activity Coordination & Administrative Support Collaborate with clinicians, intake coordinators, and scheduling staff to support accurate billing and client communication Serve as a point of contact for routine insurance-related administrative questions Act as the Medallion credentialing liaison to ensure provider insurance enrollments are processed in a timely manner Track credentialing enrollment status and follow up on outstanding items Maintain accurate documentation of client communications and account updates Compliance & Confidentiality Ensure compliance with HIPAA, payer requirements, and applicable state and federal regulations Maintain accurate, secure, and confidential client and financial records MINIMUM QUALIFICATIONS High school diploma or equivalent required; associate or bachelors degree in healthcare administration, business, or a related field preferred Prior experience in medical billing, healthcare revenue cycle, insurance verification, or client financial services Familiarity with insurance benefits, authorizations, and billing processes for outpatient healthcare services Strong attention to detail and ability to manage multiple tasks and deadlines Excellent communication skills and ability to explain financial information clearly and compassionately Proficiency with EHR systems, billing platforms, and basic reporting tools Ability to handle sensitive and confidential information with professionalism PREFERRED QUALIFICATIONS Experience in behavioral health or outpatient mental health settings Familiarity with Medicaid, Medicare, and commercial insurance plans Experience working with payment plans, financial assistance programs, or sliding-scale fees Prior experience coordinating credentialing or payer enrollment processes Comfort working in a mission-driven or purpose-focused organization BENEFITS Competitive pay based on experience Health, dental, and vision insurance 401(k) retirement plan with company match Paid time off and holidays Opportunities for professional growth and advancement within the organization Work in a supportive, collaborative, and purpose-driven environment Participation in company events and mission-focused initiatives On-site role with regular interaction with team members and clinicians
    $32k-65k yearly est. 19d ago
  • Personal Banker Roanoke Area

    Wells Fargo 4.6company rating

    Personal banker job in Vinton, 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): * 3442 Orange Avenue Roanoke, VA 24012 * 1344 Hershberger Road Roanoke, VA 24012 * 120 W Virginia Avenue Vinton, VA 24179 * 701 Park Avenue NW Norton, VA 24273 * 4202 Melrose Avenue Roanoke, VA 24017 * 14 W Main Street Salem, VA 24153 * 4206 Electric Road Roanoke, VA 24018 Posting End Date: 1 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $26k-35k yearly est. 7d ago
  • Universal Banker I

    Bank of The James 4.0company rating

    Personal banker job in Madison Heights, VA

    Full-time Description Participates in building customer relationships by promoting bank's products and services to customers through needs identification, maximizing a profitable relationship. Serves in the role of a premier relationship banker, advising clients in their selection of financial products and services, utilizing a needs-based selling approach. The associate will expand existing client relationships and develop new relationships through knowledge and operational efficiencies of banking services; and will perform multiple duties associated with the operation of a financial banking center to include consumer lending and business development. ESSENTIAL FUNCTIONS Provides highest standard of customer service to customers and peers Establish relationships with customers by promoting customer care, answering customer queries, researching customer accounts and generating referrals for deposits and other lines of business Demonstrates knowledge in all aspects of teller functions, including ordering and verifying cash from Federal Reserve bank, balancing the ATM, documentation of required reporting, security procedures and guidelines, and bank policies and procedures, acts in accordance with bank compliance Assist in providing on-the-job training with teller team as well as provide assistance and follow-up guidance to teller team, i.e., data entry, errors or discrepancies, special or difficult internal transactions, problems or customer inquiries Conduct monthly audits of teller cash and ATM; monitor adequate vault cash and/or cash recycler limits as required by bank policy; complete daily/monthly reporting as applicable Successfully completes ongoing training and any other compliance training deemed necessary Assist customers with basic account opening, maintenance and other customer service May have responsibility of balancing ATM Assist customers with mobile and online banking inquiries Completes required bank compliance courses as assigned Cross sells and/or refers Bank products and services to customers through needs identification, maximizing profitable relationships Ability to use bank's computer software effectively and efficiently, using efficient keyboarding skills Requirements High school diploma or equivalent required 2 to 3 years of proven teller or high-volume money handling experience preferred Demonstrated customer service experience preferred Interpersonal skills to represent the Bank in a positive manner with customers and peers Professional in appearance and in verbal and nonverbal communication Ability to uphold confidentiality Ability to follow direction and/or instruction and work under established guidelines Ability to solve practical problems Ability to handle a variety of tasks and priorities during a business day Reliable, flexible and team oriented Ability to operate on-line teller terminal and applicable software EEO:M/F/Disability/Vet
    $31k-39k yearly est. 20d ago
  • Relationship Banker

    First Horizon Bank 3.9company rating

    Personal banker job in Martinsville, VA

    **Schedule:** Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and Business Development + Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. + Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. + Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. + Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. + Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. + Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience + Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). + 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 in conducting and/or participating in meetings to promote sales, product knowledge and customer service. + Assist banking center management with "on the job training" of new associates. + Assist with dual control vault responsibilities and audit controls. + 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. + High school diploma or general education degree (GED) + 2 - 5 years of experience as a Universal Banker or Teller **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft Office Suite, Salesforce 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 (********************************************************** 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.
    $29k-34k yearly est. 24d ago
  • Universal Banker (Vinton)

    Atlantic Union Bank Careers 4.3company rating

    Personal banker job in Vinton, 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.
    $31k-39k yearly est. 14d ago
  • Relationship Banker

    First National Bank 4.1company rating

    Personal banker job in Buena Vista, VA

    Do you embody the high-performance behaviors of teamwork, professionalism, leading by being a positive example, and service? First National Bank is seeking a Relationship Banker to join the team at our Vista Branch in Altavista, VA! The Relationship Banker is an essential member of the Retail branch team, making a meaningful impact on the lives of our customers and communities. The Relationship Banker is a sales oriented role that will develop profitable new business along with providing ongoing customer service to existing relationships. This includes, but is not limited to: Presenting traditional and non-traditional bank products and services to customers and prospective customers Taking loan applications and referring larger credit opportunities Expanding account relationships by referring customers to other bank products and services What will you be doing in this role? Gathering customer and potential customer information; analyzing customer needs; presenting suitable products; asking for the business and closing the sale Making sales calls individually or accompanying calling officer and participating in community activities Suggesting market strategies that could lead to new business Making decisions regarding Branch Operations to provide direction for other Branch employees when the Branch Manager is unavailable Serving as a liaison between the customer and bank products and services to ensure successful outcomes What's in it for you? Competitive salary Quarterly incentive plan 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. The Relationship Banker has the ability to grow professionally at FNB Requirements What will you need? Associate's degree or equivalent experience in the Financial Services industry. Undergraduate degree a plus Two to five years of customer service and sales experience. Previous experience in banking or financial services preferred Understanding of banking products and services, including deposit accounts and loans Reputation for excellence in customer service and relationship development Excellent communication, interpersonal, and relationship-building skills Well-organized, detail-oriented, and self-motivated. Ability to work well independently and as part of a team Ability to prioritize tasks and manage time effectively in a fast-paced environment with minimal guidance Some flexibility to work outside of normal business hours required Proficient in use of PC based products including Word, Excel and Outlook. Aptitude to quickly learn and use electronic banking product applications 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
    $28k-34k yearly est. 7d ago
  • Financial Services Representative-Graves Mill (Part-Time)

    Carter Bank 4.3company rating

    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
    $27k-32k yearly est. 17d ago

Learn more about personal banker jobs

How much does a personal banker earn in Roanoke, VA?

The average personal banker in Roanoke, VA earns between $24,000 and $42,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Roanoke, VA

$31,000

What are the biggest employers of Personal Bankers in Roanoke, VA?

The biggest employers of Personal Bankers in Roanoke, VA are:
  1. Wells Fargo
  2. W.F. Young
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