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Personal banker jobs in Virginia - 890 jobs

  • Relationship Banker - Richmond West area

    Bank of America 4.7company rating

    Personal banker job in Virginia

    Richmond, Virginia;Richmond, Virginia; Glen Allen, Virginia; Richmond, Virginia; Richmond, Virginia; Midlothian, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Can be flexible to work weekends and/or extended hours as needed **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $27k-35k yearly est. 3d ago
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  • Proprietary Equity Traders Wanted

    T3 Trading Group 3.7company rating

    Personal banker job in Arlington, VA

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $69k-128k yearly est. Easy Apply 60d+ ago
  • Private Client Banker - S Laburnum at White Oak - Henrico, VA

    JPMC

    Personal banker job in Virginia

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $35k-76k yearly est. Auto-Apply 60d+ ago
  • Floating Market Banker I

    Primis Bank 4.2company rating

    Personal banker job in Virginia

    Responsible for providing exceptional customer service while assisting new and existing customers with their financial needs through the handling of transactions, new account openings and appropriate partner referrals while complying with regulations, policies and procedures. Essential Functions Perform a variety of customer transactions and inquiries in accordance with the Bank's customer service standards and policies/procedures (i.e. handling deposits, check cashing, account holds, customer inquiries, and stop payments). Proactively conduct sales activities to offer solutions to customer's financial needs while also meeting sales goals. Display customer focus and team orientation by referring customers to the Primis employee that can best meet their financial needs. Adhere to operational guidelines ensuring Balancing Standard Guidelines are met and satisfactory Audit and MIC scores are achieved. Complete arrangements and documents for special services such as foreign currency/items, direct deposits, and the origination of outgoing wires and services or government bond transactions. Perform market center functions and support other market center employees or job duties including but not limited to, servicing overdrawn/past due accounts, OFAC review, Back Counter Processing, ATM management, vault, main vault, night depository responsibilities and opening. Plan, monitor and adhere to the cash requirements of the market center; place cash order and prepare shipment. Maintain knowledge and a strong understanding of the Bank's products/services, pricing, and the Bank's customer relationship management software. Assist other market center employees as needed to ensure satisfactory audit ratings are achieved at the market center level; including, but not limited to, responsibility for completing portions of the market center's Monthly Internal Control Report (MICR) and creating documentation specific to other operating policies/procedures. In person attendance required. Regular, reliable and predictable attendance. Marginal Functions Set, achieve and exceed standards by adhering to established Service Quality Standards. Assist as needed with ATM, vault, and night depository responsibilities, including, but not limited to, opening, replenishing, or balancing the market center's ATM. Embrace cross training on other responsibilities in an effort to develop and grow professionally. Demonstrate ongoing improvement in all areas of performance. Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices. All other duties as assigned. Minimum Educational & Experience Requirements High School diploma or equivalent Cash handling experience Customer service experience in a retail environment Sales experience, including cross-selling (preferred) Previous retail bank experience (highly preferred) Minimum Skill Requirements Able to successfully complete required training programs Professional and effective communication skills including ability to ask questions to uncover and identify varying customer needs High level of detail orientation Proven team player Able to present product features and benefits effectively and provide sound guidance Strong organizational skills Effective and professional verbal and written communication skills Physical Demands In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense. Frequent bending and squatting to access cash supply Continuous sitting or standing in forward facing position Frequent movement to different areas of bank including teller windows in lobby and Drive Thru Frequent moving about office to access needed office equipment Frequent lifting of up to 20 pounds Continuous counting/money handling Continuous interaction with customers Continuous repetitive use of hands and arms Continuous communication: in-person, phone, written and electronic Work Environment Retail Bank setting with some travel to other market centers Moderate noise level
    $33k-62k yearly est. 22d ago
  • Financial Services Specialist #W0027

    DHRM

    Personal banker job in Virginia

    Title: Financial Services Specialist #W0027 State Role Title: Financial Services Spec I Hiring Range: $35.00 - $45.00 per hour Pay Band: 4 Agency Website: ******************** Recruitment Type: General Public - G Job Duties About the Organization The Virginia Racing Commission is vested with control of all horse racing with pari-mutuel wagering in the Commonwealth with the plenary power to prescribe regulations and conditions under which such wagering and racing shall be conducted so as to maintain horse racing in the Commonwealth of the highest quality and free from corrupt, incompetence, dishonest or unprincipled practices to maintain complete honesty and integrity. About the Position The Financial Services Specialist will: • Process receipt of ACH transactions and deposits, determine correct coding, validate amounts paid. • Process invoices for payment, verify receipt of goods/services, determine correct coding. • Coordinate travel plans, calculate cost estimates, make reservations, prepare employee reimbursements. • Utilize Small Purchase Charge Card for purchases, travel and invoice payments • Ensure wage employee hours are entered correctly and approved by supervisors prior to payroll deadlines. • Maintain electronic logs of transactions submitted to Cardinal. • Ensure proper documentation for all transactions, maintain files in electronic format. • Generate reports as needed, perform other fiscal and administrative duties as assigned. • This position is not eligible for telework. This is an hourly/wage position with no benefits and wage positions are limited to working on average no more than 29 hours per week (1,500 hours per year from May 1 - April 30). Minimum Qualifications • Experience with State accounting and knowledge of Commonwealth Accounting Policies & Procedures (CAPP). • Ability to review transactions to ensure compliance with policies. • Strong attention to detail and high degree of accuracy. • Proficiency with Microsoft Excel and SharePoint. Additional Considerations • Experience with Cardinal Financials and Human Capital Management, Bank of America Works. Special Instructions You will be provided a confirmation of receipt when your application and/or résumé is submitted successfully. Please refer to “Your Application” in your account to check the status of your application for this position. Special Requirements: A background check will be conducted prior to hire. This position is currently located in New Kent, Virginia and the agency will be moving to Midlothian, Virginia in early 2026. State employees who have been affected by Policy 1.3 Layoff and possess a valid Interagency Placement Screening Form (Yellow Card) or a Preferential Hiring Form (Blue Card) must submit the card BEFORE the closing date for this position. The card may be scanned and attached to the application or faxed to **************. Please include your name and the position number of the fax cover sheet. VRC is an E-Verify and Equal Opportunity Employer. Contact Information Name: Kimberly Crutchfield Phone: ************ Email: ************************************** In support of the Commonwealth's commitment to inclusion, we are encouraging individuals with disabilities to apply through the Commonwealth Alternative Hiring Process. To be considered for this opportunity, applicants will need to provide their AHP Letter (formerly COD) provided by the Department for Aging & Rehabilitative Services (DARS), or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans are encouraged to answer Veteran status questions and submit their disability documentation, if applicable, to DARS/DBVI to get their AHP Letter. Requesting an AHP Letter can be found at AHP Letter or by calling DARS at ************. Note: Applicants who received a Certificate of Disability from DARS or DBVI dated between April 1, 2022- February 29, 2024, can still use that COD as applicable documentation for the Alternative Hiring Process.
    $35-45 hourly 12d ago
  • Universal Banker I (Alverser)

    Banking Opportunitiescitizens & Farmers Bank

    Personal banker job in Virginia

    C&F Bank is a growing financial services company focused on creating remarkable experiences for our employees, customers, and communities. We are proud to have enriched the lives of customers and communities in Virginia for 97 years. It is our employees who play an integral role in shaping who we are as a company and upholding what matters most to us: people and relationships. We offer our teammates a highly competitive benefits package and the personal service, you would expect from a company that knows your community. Our employees enjoy paid time off, multiple retirement savings options, full health care options, in-house health services, volunteer opportunities, career development opportunities, student loan debt and tuition assistance. We are proud to offer those, and so much more, making C&F Bank a desirable place to work and build a career. We are currently looking to add a valued member to our Universal Banker team within our retail space. As a Universal Banker I, your mission is to acquire, manage, and retain meaningful relationships with customers. You will have the opportunity to take ownership of your career development through a variety of training opportunities to deliver the C&F Customer Experience. By responding to expressed needs, including all branch transaction functions, you will take a lead role in transitioning branch visits into relationship building opportunities that grow earning assets. The Universal Banker (UB) is also responsible for proactively contacting current customers to schedule relationship reviews and deepen existing relationships. In addition to continuous relationship management of current customers, the UB is also accountable for acquiring new customer relationships, primarily by referrals from customers, prospecting, and lead sources. This position is also expected to attend occasional networking events and business development activities. Within approximately 12 months of your development, you will gain consumer lending training. Responsibilities Growth and Business Development (60%): Role models all aspects of C&F's “Focused on You” brand. Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships. Learns products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. Reviews customer accounts to make appropriate decisions regarding the requested transaction. Ensure that individual and team goals are met through required in person and outbound activities that provide an opportunity for us to share valued solutions and recommendations via our C&F Relationship Review. Learns products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. Acquires new consumer customer relationships by leveraging internal and external lead sources. Attends networking/community events to build prospect list and acquire new customer relationships. Builds collaborative, results-oriented relationships with prioritized key internal partners: Business/Commercial Relationship Managers, Customer Service and other Operations staff, Credit Services, C&F Mortgage and C&F Wealth Management representatives, and Treasury Solutions. Influences, educates, and connects customers to technology. Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, leveraging the C&F Customer Experience, to include C&F Active Site Leadership. Drive branch revenue through small business development and new customer acquisition strategies. Drive the growth of small business expertise through branch routines of face-to-face appointments with customers, outbound calling, and prospecting. Participation as reviewed and approved in the Market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and brand awareness. Manages Risk (20%): Complies with all BSA/CIP requirements with all new account and existing customer interactions. Submits all customer documentation accurately and in a timely manner. Resolves all outstanding tracking items within specified guidelines. Takes ownership of other operational risk management tasks as delegated Adheres to the Bank's information security policies and manages Bank information appropriately; protects customer information with high sense of accuracy and urgency. Balances drawer at the end of the day. Teamwork and Influence (20%): Provides fill-in staffing to other market branches as needed. Participates in, and occasionally leads, components of daily morning huddle/weekly team meetings. Leads C&F Active Site Leadership when not with a customer. Builds collaborative, results-oriented relationships with prioritized key internal partners: Branch and Market teammates, Customer Service, Electronic Solutions, Operations staff, C&F Mortgage and C&F Wealth Management representatives, and Commercial/Business Relationship Managers. Qualifications Education and Experience: Required Qualifications: High school diploma or GED One year of teller or cash handling experience One year of customer relationship building or sales experience Preferred Qualifications: One year or more of branch banking or lending experience Experience with sourcing and prospecting for new clients and relationship building Knowledge, Skills, and Abilities Required Qualifications: Excellent interpersonal and communication skills, including a desire to interact with customers and prospects. Ability to deepen and enhance customer relationships. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel to other branches within a geographic region to accommodate temporary staffing needs as well as to fulfill training requirements. Preferred Qualifications: General knowledge of bank operations, policies, and procedures. Ability to generate demand through prospecting and setting meetings. Travel Must be able to travel to all Bank locations, including subsidiaries. Must maintain reliable independent transportation for commuting and business-related travel. Ability to provide your own transportation is required for this role. Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking. Work Environment: Work is performed in a retail branch environment (on-site). Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. Travel 10% Education High School Diploma/GED We can recommend jobs specifically for you! Click here to get started.
    $31k-43k yearly est. Auto-Apply 53d ago
  • Business Banker II

    Carter Bank 4.3company rating

    Personal banker job in Fredericksburg, VA

    Business Bankers develop and maintain an active prospect list, customer outreach plan, and quality referral sources for companies, on average, between $1-$10MM in annual revenues. They are the primary contact for borrowing needs and provide subject matter expertise for deposit and cash flow management. Business Bankers work with various internal partners to build and manage full banking relationships. ESSENTIAL JOB FUNCTIONS: Make a significant impact by contributing to the growth of the bank through business loans, deposits, and fee income Leverage your network and centers of influence to engage with local business owners and companies to develop business lending opportunities Work with clients to identify their financial goals and find ways of reaching those goals Be part of a collaborative team with various bank partners to support and deepen the full client relationship Represent the bank in the community by attending and participating in civic, community, and networking events Analyze applicants' semi-complex financial status, credit, and collateral to determine creditworthiness of prospective loans Engage in an efficient loan approval process with open communication and exposure to credit partners Actively and consistently manage large loan portfolio to ensure appropriate risk management and enhance customer experience JOB REQUIREMENTS: High school diploma or equivalent required, Bachelor's degree in business, finance, accounting, or related field preferred Business development experience required Prior experience in business lending and/or credit required KNOWLEDGE/SKILLS REQUIRED: Intermediate financial analysis and credit underwriting skills Intermediate knowledge of business lending, deposit and cash management solutions Intermediate ability to provide financial guidance and expertise Intermediate knowledge of sales planning and forecasting Excellent customer service and problem solving skills Strong verbal and written communication skills Ability to perform effectively in fast-paced environment and meet deadlines Knowledge of Microsoft Office products, especially Word and Excel 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 10 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
    $53k-105k yearly est. 15d ago
  • Premier Banker - Floater - Richmond, Virginia

    New Horizon Bank-National Association

    Personal banker job in Richmond, VA

    Full-time Description At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better - for our clients and for each other. This isn't a place for red tape; it's a place for builders. From product design to client experience to operations, we're constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you're energized by momentum, motivated by results, and excited to shape the future of banking, you'll feel right at home here. General Job Summary: New Horizon Bank is seeking a Premier Banker to play a unique role at our new Operations Center location. This role provides a unique opportunity for a trained and experienced Premier Banker to wear several hats, allowing for growth and diversification of skill sets beyond the role of a typical Premier Banker. Essential Duties and Responsibilities: Concierge Banking: Offer personalized, white-glove service and support to our customers including opening new accounts, explaining available bank products and services, and gathering customer information to process new and existing accounts. Process regular teller transactions for customers including servicing customer accounts, accepting loan payments, cashing checks, verifying currency, balancing the cash drawer and ATM, initiating night deposits, and other related duties. Provide comprehensive online, mobile and electronic banking support to customers. Maintain proper security in teller cash and reserve handling, ensuring currency and coin are properly controlled at all times. Open and close the Bank with an emphasis on security. Operational duties including NSF, dormant accounts, OD, charge off, debit cards, online banking, and safe deposit boxes. Participate in activities for generating new business such as special events. Work from all other locations from time to time as capacity needs arise. Office Management and Reception: Greet customers and direct guests, ensuring a professional and welcoming experience. Handle incoming calls for the bank and direct them to the appropriate department or staff member. Maintain supply inventory for the branch and attached corporate office. Requirements Required Knowledge, Skills, and Abilities: Ability to multi-task with an emphasis on accuracy and attention to detail A good understanding of computer functions and typing skills Strong organization skills and problem solving Basic understanding of financial products and services and the ability and willingness to continue to learn Assessing customers' needs, providing appropriate recommendations, and building customer relationships to optimize opportunities with new and existing customers Exceptional written and verbal communication skills Ability to adapt to changing demands and requirements Compliance with BSA regulations as appropriate to the position NMLS approval as a Mortgage Loan Officer Education and Experience: High School diploma. A minimum of 2 years' Premier Banker experience, preferably with a community bank.
    $34k-77k yearly est. 19d ago
  • Branch Small Business Banker (SAFE)

    Wells Fargo 4.6company rating

    Personal banker job in McLean, 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 a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. * Service business customers with their business needs in a branch environment * Carry out business banking focused functions over the phone * Present recommendations for resolving more complex situations * Provide information to colleagues, internal partners, and stakeholders, including customers * Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank * Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments * Participate in community organizations and build relationships with centers of influence * Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol * Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers * Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations * 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: * 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: * 1+ year of experience managing a dedicated book of small business customers across assigned territory * Knowledge and understanding of book of business * Experience using strong business acumen to provide financial services consultation to small business customers * Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products * Customer service focus with experience handling complex transactions across multiple systems * Experience building and maintaining effective relationships with customers and internal partners * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others * Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners * Fluent in Spanish a plus Job Expectations: * This position is not eligible for Visa sponsorship. * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location: 6840-6844 Old Dominion Dr., MCLEAN, VA 22101 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. 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.
    $51k-100k yearly est. 4d ago
  • Financial Services Specialist

    First National Bank 4.1company rating

    Personal banker job in South Boston, VA

    Full-time Description Are you passionate about building relationships and helping others? Do you enjoy a fast-paced, customer focused environment? At First National Bank, we pride ourselves on extraordinary customer experience, and that wouldn't be possible without an extraordinary team! We are seeking a Financial Services Specialist to join our team in South Boston, VA! The Financial Services Specialist is the face of First National Bank and an essential member of the Retail branch team, making a meaningful impact on the lives of our customers and communities. The Financial Services Specialist must embody the high-performance behaviors of teamwork, professionalism, leading by being a positive example, and service: Demonstrating a commitment to First National Bank Customer Service Standards while maintaining a helpful attitude in a fast-paced environment Have proven proficiency in cash handling and verbal communication What's in it for you? Competitive salary and other bonus opportunities Comprehensive medical, dental, vision and life insurance benefits Generous Paid Time Off (PTO) and 11 paid holidays Paid Parental Leave and other paid extended leave for eligible employees 401(k) Match Program and Pension Plan Tuition Reimbursement Great health and well-being benefits including: telehealth, EAP, specialized treatment of musculoskeletal injuries and conditions, LTD, and various supplemental plans We focus on the growth and development of our employees. Financial Services Specialists at FNB have a variety of career paths and the ability to build the career they desire What will you be doing in this role? Operating a teller window to serve the Bank's customers by processing a variety of transactions with minimal errors. This includes, but is not limited to: accepting deposit and withdrawal requests, loan payments, verifying cash, signatures, identifying customers appropriately, and maintaining and balancing a cash drawer within established limits, while reporting discrepancies to Supervisor Opening new accounts, certificates of deposit, and other products offered by the Bank. Answering customer questions, providing account opening information, and ensuring that proper paperwork is completed and entered on the computer system Handling customer questions or concerns and determining if Supervisor input is necessary Performing daily branch functions such as processing night deposits and mail, balancing and servicing the ATM, and may be responsible for Bank opening and/or closing Providing additional customer services including Cashier's Checks, Travel Cards, and Gift Cards and cross selling Bank products and services by referring clients to other departments as appropriate Following directions from members of Management and complying with all department and company policies and procedures Requirements What will you need? High School diploma or equivalency required; Associate's degree preferred Prior Teller experience and basic knowledge of relevant banking regulations preferred Working knowledge of Microsoft Office products To be a well-organized, detail-oriented, problem solver who shows strong initiative and learns and works quickly and accurately with minimal supervision An effective verbal, written, and interpersonal communication skills with ability to understand and carry out instructions, interpret documents, understand procedures, give directions, and speak clearly Possess basic math skills including the ability to add, subtract, multiply and divide whole numbers, fractions and decimals; calculate interest and account balances; locate routine mathematical errors; and count currency and coin Physical/Environmental Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions This position works in a normal office environment While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk and sit. The employee is occasionally required to reach with hands and arms. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision We are proud to be an EEO/AA/M/F/Disabled/Veteran employer
    $52k-104k yearly est. 3d ago
  • Branch Small Business Banker (SAFE)

    W.F. Young 3.5company rating

    Personal banker job in Chantilly, 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 a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. Service business customers with their business needs in a branch environment Carry out business banking focused functions over the phone Present recommendations for resolving more complex situations Provide information to colleagues, internal partners, and stakeholders, including customers Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments Participate in community organizations and build relationships with centers of influence Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations 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: 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: 1+ year of experience managing a dedicated book of small business customers across assigned territory Knowledge and understanding of book of business Experience using strong business acumen to provide financial services consultation to small business customers Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products Customer service focus with experience handling complex transactions across multiple systems Experience building and maintaining effective relationships with customers and internal partners Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer-coaching others Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Fluent in Spanish a plus Job Expectations: This position is not eligible for Visa sponsorship. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location: 25420 Eastern Marketplace Plaza, CHANTILLY, VA 20152 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. 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.
    $71k-94k yearly est. Auto-Apply 5d ago
  • Universal Banker I (Wellesley)

    C&F Bank 4.0company rating

    Personal banker job in Richmond, VA

    C&F Bank is a growing financial services company focused on creating remarkable experiences for our employees, customers, and communities. We are proud to have enriched the lives of customers and communities in Virginia for 97 years. It is our employees who play an integral role in shaping who we are as a company and upholding what matters most to us: people and relationships. We offer our teammates a highly competitive benefits package and the personal service, you would expect from a company that knows your community. Our employees enjoy paid time off, multiple retirement savings options, full health care options, in-house health services, volunteer opportunities, career development opportunities, student loan debt and tuition assistance. We are proud to offer those, and so much more, making C&F Bank a desirable place to work and build a career. We are currently looking to add a valued member to our Universal Banker team within our retail space. As a Universal Banker I, your mission is to acquire, manage, and retain meaningful relationships with customers. You will have the opportunity to take ownership of your career development through a variety of training opportunities to deliver the C&F Customer Experience. By responding to expressed needs, including all branch transaction functions, you will take a lead role in transitioning branch visits into relationship building opportunities that grow earning assets. The Universal Banker (UB) is also responsible for proactively contacting current customers to schedule relationship reviews and deepen existing relationships. In addition to continuous relationship management of current customers, the UB is also accountable for acquiring new customer relationships, primarily by referrals from customers, prospecting, and lead sources. This position is also expected to attend occasional networking events and business development activities. Within approximately 12 months of your development, you will gain consumer lending training. Upon successful completion of consumer lending training, you will gain consumer lending accountability. Responsibilities Growth and Business Development (60%): Role models all aspects of C&F's “Focused on You” brand. Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships. Learns products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. Reviews customer accounts to make appropriate decisions regarding the requested transaction. Ensure that individual and team goals are met through required in person and outbound activities that provide an opportunity for us to share valued solutions and recommendations via our C&F Relationship Review. Learns products, services, and procedures to accurately deliver solutions and financial options for customers using a consultative approach. Acquires new consumer customer relationships by leveraging internal and external lead sources. Attends networking/community events to build prospect list and acquire new customer relationships. Builds collaborative, results-oriented relationships with prioritized key internal partners: Business/Commercial Relationship Managers, Customer Service and other Operations staff, Credit Services, C&F Mortgage and C&F Wealth Management representatives, and Treasury Solutions. Influences, educates, and connects customers to technology. Drive the business development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, leveraging the C&F Customer Experience, to include C&F Active Site Leadership. Drive branch revenue through small business development and new customer acquisition strategies. Drive the growth of small business expertise through branch routines of face-to-face appointments with customers, outbound calling, and prospecting. Participation as reviewed and approved in the Market, in civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and brand awareness. Manages Risk (20%): Complies with all BSA/CIP requirements with all new account and existing customer interactions. Submits all customer documentation accurately and in a timely manner. Resolves all outstanding tracking items within specified guidelines. Takes ownership of other operational risk management tasks as delegated Adheres to the Bank's information security policies and manages Bank information appropriately; protects customer information with high sense of accuracy and urgency. Balances drawer at the end of the day. Teamwork and Influence (20%): Provides fill-in staffing to other market branches as needed. Participates in, and occasionally leads, components of daily morning huddle/weekly team meetings. Leads C&F Active Site Leadership when not with a customer. Builds collaborative, results-oriented relationships with prioritized key internal partners: Branch and Market teammates, Customer Service, Electronic Solutions, Operations staff, C&F Mortgage and C&F Wealth Management representatives, and Commercial/Business Relationship Managers. Qualifications Education and Experience: Required Qualifications: High school diploma or GED One year of teller or cash handling experience One year of customer relationship building or sales experience Preferred Qualifications: One year or more of branch banking or lending experience Experience with sourcing and prospecting for new clients and relationship building Knowledge, Skills, and Abilities Required Qualifications: Excellent interpersonal and communication skills, including a desire to interact with customers and prospects. Ability to deepen and enhance customer relationships. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Ability to travel to other branches within a geographic region to accommodate temporary staffing needs as well as to fulfill training requirements. Preferred Qualifications: General knowledge of bank operations, policies, and procedures. Ability to generate demand through prospecting and setting meetings. Travel Must be able to travel to all Bank locations, including subsidiaries. Must maintain reliable independent transportation for commuting and business-related travel. Ability to provide your own transportation is required for this role. Physical demands: Employee may experience the following physical demands for extended periods of time: view computer monitors, keyboarding, sitting, motion of fingers/hands/wrists, and standing/walking. Work Environment: Work is performed in a retail branch environment (on-site). Note: This contains the essential functions, duties, and responsibilities of the position in accordance with the Americans with Disabilities Act (ADA). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. C&F Bank reserves the right to make future revisions to this job description and the inherent responsibilities of the position based on the needs of the organization. Equal Employment Opportunity Statement -- C&F is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. Travel 10% Education High School Diploma/GED
    $30k-35k yearly est. Auto-Apply 60d+ ago
  • Cloud Services Financial Specialist

    Steampunk

    Personal banker job in McLean, VA

    We are seeking a **Financial Specialist** who will provide financial management, billing, and reconciliation support for cloud-related accounts and services. This role ensures the accurate setup, allocation, tracking, and reporting of expenditures and credits, while maintaining compliance with federal and organizational policies. The specialist will collaborate with project teams, principal investigators, researchers, and administrators to manage billing, cost allocations, and funding documentation. The ideal candidate is a collaborative team player with strong problem-solving skills, able to work effectively under pressure and adapt quickly to changing priorities. They are customer service oriented, responsive, and capable of translating complex financial information into clear guidance. A quick learner with strong troubleshooting abilities and a proactive mindset will thrive in this fast-paced environment. **Contributions** **Key Responsibilities:** + Coordinate account setup, billing structures, and cost allocations with agency stakeholders, Cloud Service Provider (CSP) resellers, and internal departments. + Maintain accurate financial records and tracking of cloud expenditures, credits, and funding sources. + Reconcile monthly invoices, ensuring costs are properly allocated to grants, cost centers, or internal accounts. + Assist in developing and maintaining standard operating procedures (SOPs) for financial and billing processes. + Monitor cloud spending and usage, and provide regular reporting and analysis. + Identify and resolve billing discrepancies or funding allocation issues in coordination with stakeholders. + Stay current on policy updates, cost allocation rules, and credit usage guidelines. + Support audit requests, internal reviews, and data calls related to cloud financial management. + Contribute to continuous process improvement and financial compliance efforts. **Qualifications** + Bachelor's degree + 3+ years of experience in financial analysis, billing, cost accounting, or grants management. + Understanding of federal grant funding mechanisms and internal funding processes. + Experience supporting federal internal funding mechanisms, including preparation or execution of MOUs, IAAs, DCCs, or related funding documentation to establish billing and cost recovery processes. + Experience with financial systems such as Costpoint, Oracle, or similar ERP platforms. + Proficiency in Microsoft Excel and financial reporting tools. + Experience with Microsoft business analytics tools, such as Power BI + Familiarity with federal research administration or academic research environments. + Knowledge of cloud billing systems (AWS, Google Cloud, Azure) and federal research cloud programs. + Experience with grants management systems (e.g., eRA Commons). + Experience with acquisitions and contracts management. + Strong attention to detail, analytical, and organizational skills. + Excellent written and verbal communication abilities. + Ability to obtain and maintain a Public Trust clearance. + This position requires onsite three (3) days per week in Bethesda, MD. **About** **steampunk** **Identity Statement** As part of the application process, you are expected to be on camera during interviews and assessments. We reserve the right to take your picture to verify your identity and prevent fraud. Steampunk is a **Change Agent** in the Federal contracting industry, bringing new thinking to clients in the Homeland, Federal Civilian, Health and DoD sectors. Through our **Human-Centered delivery methodology** , we are fundamentally changing the expectations our Federal clients have for true shared accountability in solving their toughest mission challenges. As an **employee owned company** , we focus on investing in our employees to enable them to do the greatest work of their careers - and rewarding them for outstanding contributions to our growth. If you want to learn more about our story, visit ************************ . _We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Steampunk participates in the E-Verify program._ Refer a Friend (****************************************************************************************************************************************** **Need help finding the right job?** We can recommend jobs specifically for you! **Job Location** _US-VA-McLean_ **Posted Date** _1 month ago_ _(12/10/2025 7:31 AM)_ **_Job ID_** _6930_ **_Clearance Requirement_** _Public Trust_
    $38k-70k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Gina Lynch-State Farm Agent

    Personal banker job in Virginia Beach, VA

    Job DescriptionBenefits: Bonus based on performance Opportunity for advancement Training & development ROLE DESCRIPTION: As a Financial Services Rep with Gina Lynch State Farm, you will successfully market the financial products and life insurance to manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 65, 6 and 63, SIE licenses preferred. VA Life License
    $28k-49k yearly est. 20d ago
  • Financial Service Representative (Oxbridge Location)

    Argent Federal Credit Union

    Personal banker job in Richmond, VA

    Job Description As a Financial Service Representative, you represent a significant part of our operations team and your passion for driving exceptional customer service is a real opportunity to demonstrate Argent Credit Union's dedication to being our members trusted financial partner and our commitment to the well-being of our community. The purpose of this role is to develop & enhance the full member relationship from opening of an account to sharing various services offered by the credit union. Join the Argent Credit Union family if you want to make a real difference. Your goal is to maximize the member experience by accurately and efficiently processing financial transactions. The right candidate should exhibit and be willing and able to: Exhibit professionalism and trustworthiness Navigate multiple systems while interacting with members and processing transaction services. Exercise active listening skills. Cross-sell credit union products, services and promotions. Meet or exceed assigned job production guidelines. Desired Skills: Banking, financial and cash handling background preferred. Ability to set priorities and multitask. Ability to handle sensitive information with discretion. Excellent verbal and written communication skills Proven record of providing both internal and external customer service Attention to detail Qualifications: High School Diploma or Equivalent Previous experience in customer service and/or cash handling is preferred. One year of experience as a credit union or bank teller preferred. Join the Argent Credit Union family and be a part of an organizational culture where taking great care of our employees is what matters.
    $27k-48k yearly est. 17d ago
  • Universal Banker - Lynchburg

    Freedom First Credit Union 3.8company rating

    Personal banker job in Lynchburg, VA

    *This position is open for continuous recruitment. Applications will be accepted and reviewed on an ongoing basis.* Role: Identify member needs through the use of consultative sales techniques, process transactions, respond to service requests and educate members on options. This position requires a broad knowledge of operations, all Credit Union products and services including features. Use independent analysis and judgment to effectively resolve difficult or complex situations within guidelines while ensuring member satisfaction. This position is not eligible for remote work. Essential Functions & Responsibilities: 40% Follows an effective sales process while delivering exceptional member service. 35% Assists members with transactions. Supplies information and answers questions about all loan and deposit products/services and resolves problems. 20% Receives and accurately processes member financial transactions. Balances cash drawer and daily transactions. 5% Assists with opening and closing of branch office and balancing procedures. Performance Measurements: 1. Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. Please refer to Annual Performance Goal document for remaining Performance Measurements. Knowledge and Skills: Experience: One year to three years of similar or related experience. Education: (1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program. Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. Other Skills: Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Work Environment: Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate. This Job Description is not a complete statement of all duties and responsibilities comprising the position.
    $31k-38k yearly est. Auto-Apply 60d+ ago
  • Universal Banker

    Burke & Herbert Bank 4.4company rating

    Personal banker job in Manassas, VA

    Summary/Objective Under the direction of bank management, performs a wide variety of duties between the teller line and the customer service desk. This includes opening and closing accounts, performing routine banking transactions, and other duties. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Universal Banker will rotate between the teller line and the customer service desk. Universal Bankers provide superior customer service experience, based on all Service Beyond Expectations-Begins With Me pillars. Perform routine banking transactions such as deposits, checks, payments, cash orders, coin processing, issuing official checks/money orders, etc. Open Consumer and Business Bank Accounts including loans and deposits. Assist clients in many aspects of their accounts including, but not limited to, account inquiries, online and mobile products and services, debit cards, account reconciliation, account maintenance, wire transfers, check orders, and overdraft assistance. Open and/or assist with CDARS accounts/transactions and IRA accounts/transactions. Equitably contributes to the branch attainment of sales and referral products goals by identifying and making referrals. Adhere to all policy and procedures of the company. Follows operational procedures including protecting customers, bank assets and bank security. Accurately complete information on systems and forms to mitigate exposure while ensuring service delivery and quality. Other Duties Other duties as assigned. Education and Experience High School Diploma or equivalent 2-3 years teller and/or new accounts experience preferred. Universal Banker must be comfortable and confident in a sales and service environment. Universal Banker must be able to be part of a team and work closely with fellow Customer Service Tellers and Relationship Bankers. Highly professional with good interpersonal and problem-solving skills. Excellent computer, typing, and math skills required. Highly organized and detail-oriented. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $27k-33k yearly est. Auto-Apply 35d ago
  • Financial Services Specialist I

    EVMS

    Personal banker job in Norfolk, VA

    Obtains financial data for use in maintaining accounting records. Serves as lead to provide training and guidance to Junior Accountant Position. Responsibilities Process refund checks weekly - reconcile data received from Payment Posting department for issuing of refund checks for patients and insurance companies Assist Senior Accountant Manages communication with clinical departments and works as a liaison to resolve discrepancies Audit and reconcile the daily cash bags received from approximately (20) twenty clinical departments consisting of cash, checks, and credit cards Enter eVA orders for EVMS Medical Group, including ordering EVMS Medical Group Administration supplies Scan and maintain journal entries in Banner and internal filing system Maintain and update the cash summary spreadsheets on a daily basis Coordinates special projects in the accounting department Ensures requisitions have appropriate documentation such as sole source forms, contracts, quotes, and invoices Coordinates and implements audit of clinical departments on cash bag procedures policy at least annually Sorting, coding, tabulating, and reconciling of the daily lock box (items received daily from the bank consisting of patient and insurance payments) Prepare data for Payment Posting department Prepares EVMS Medical Group annual purchase orders Research and tracks purchase orders and invoice payments. Provides status updates to invoice payment inquiries Reconcile refunds processed vs. refunds posted to general ledger Prepare general ledger journal entries as assigned Coordinate the packing, storing, and delivery of items for storage Performs other duties as assigned Qualifications Required: Ability to work with basic and intermediate business mathematical concepts Preferred: Attention to detail Experience in the healthcare industry Location : Location US-VA-Norfolk
    $36k-67k yearly est. Auto-Apply 60d ago
  • Financial Services Representative State Farm Agent Team Member

    Anh Nguyen-State Farm Agent

    Personal banker job in Alexandria, VA

    Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development Job Title: Sales Representative Company: Anh Nguyen State Farm Agency About Anh: Anh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. We take pride in providing exceptional customer service and building long-lasting relationships with our clients. Focused on Life Insurance & Other Risk Management Focused on Relocation of current State Farm customers Competitive Auto and Homeowners Quotes Double check Discounts Available Exotic Travel Qualifier Chairman's Circle Qualifier President's Club Qualifier Million Dollar Round Table Qualifier Member of Alexandria Rotary Club Member of Alexandria Chamber of Commerce Focus in working with local business owners Long time resident of Northern Virginia Position Overview: We are seeking a dynamic and motivated salesperson to join our team. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets. Responsibilities: Cultivate and maintain strong relationships with existing and prospective clients through effective communication and exceptional customer service. Identify client needs and recommend appropriate insurance and financial products tailored to their individual circumstances. Generate leads through networking, referrals, and marketing initiatives to expand the agency's client base. Conduct thorough insurance policy reviews and provide guidance on coverage options and cost-saving opportunities. Meet or exceed sales goals and performance metrics while adhering to company policies and procedures. Qualifications: Previous sales experience in insurance, financial services, or a related field is preferred but not required. Excellent communication and interpersonal skills with the ability to connect with diverse clientele. Strong work ethic and self-motivation to achieve personal and team objectives. Ability to multitask, prioritize, and work effectively in a fast-paced environment. Proficiency in basic computer skills and willingness to learn new technology platforms. Must be able to obtain the Property and Casualty Insurance License Must be bilingual Spanish or Vietnamese Benefits: Competitive base salary plus commission and bonus opportunities. Comprehensive training and ongoing support to help you succeed in your role. Career advancement opportunities within the agency and the broader State Farm network. Paid time off and holidays. How to Apply: If you are passionate about helping others and thrive in a sales-driven environment, we want to hear from you! Please submit your resume and a cover letter outlining your relevant experience and language proficiency to [insert contact information]. Anh Nguyen State Farm Agency is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply.
    $28k-51k yearly est. 19d ago
  • Financial Services Representative State Farm Agent Team Member

    Justin Manuel-State Farm Agent

    Personal banker job in Gate City, VA

    Job DescriptionBenefits: Bonus based on performance Opportunity for advancement Paid time off Training & development Competitive salary ROLE DESCRIPTION: As a Financial Services Representative with Justin Manuel State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off Growth potential/Opportunity for advancement within my office
    $25k-40k yearly est. 22d ago

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