NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$67k-125k yearly est. Easy Apply 60d+ ago
Looking for a job?
Let Zippia find it for you.
Consumer Personal Banker (Laburnum Branch)
Atlantic Union Bank 4.3
Trader job in Richmond, VA
This position is responsible for providing a best in class customer experience while assisting new and existing customers through needs based conversations and providing appropriate solutions to meet their immediate, short term and long term financial needs.
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
Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
Perform complex branch operational duties as assigned
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bancshares' BSA/AML Policy and Procedures.
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 2 years experience in banking or financial services preferred
Minimum of 2 years developing customer relationships, achieving sales/production goals, and building referral sources preferred
Minimum of 1 year previous lending experience required
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
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 about/careers/benefits.
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$28k-37k yearly est. 5d ago
Hourly Trader (Richmond, VA)
Dominion Energy 4.9
Trader job in Richmond, VA
Dominion Energy is committed to providing reliable, affordable, and increasingly clean energy that powers our customers every day. If you want to work for a purpose-driven company that values safety and collaboration, we're looking for you. You won't just find a job here; you'll find your career. Review the position below and apply today.
Military service members and veterans with ranks from E3-E5, W1-W2, or O1-O3, plus appropriate equivalent combination of education and years of experience as outlined below will be considered for this opportunity.
At this time, Dominion Energy cannot transfer or sponsor a work visa or employment authorization for this position.
This position does not offer relocation assistance.
Job Summary
Conducts short-term purchase and sales transactions in an effort to minimize cost and maximize economic value of associated portfolios. Interacts with market participants to evaluate, develop, negotiate and execute business opportunities. Applies knowledge of electric market operations and trading practices and monitors markets (electric, gas and oil) information to ensure understanding of market opportunities and impacts on portfolios. Analyzes and reacts to current market and competitive conditions. Analyzes and evaluates complex energy transactions to ensure that all relevant aspects including energy price, transmission, counter party and contractual terms are favorable to and consistent with company guidelines for risk management. Interfaces with regional transmission organizations and generating plants to facilitate the operation of generating units for economic and reliability considerations. Tracks and enters all transactions into appropriate business and RTO systems by required deadlines. Understand and apply basic knowledge of generation assets and dispatch operations as they pertain to the complex rules of the ISO's and to NERC and FERC guidelines.
Required Knowledge, Skills, Abilities & Experience
The knowledge, skills, abilities, and experience required for entry into this job include the following:
2+ years directly related experience. Solid understanding of generating plant characteristics, regional transmission organization market concepts and process requirements. Understanding of the fundamental mechanics of electricity and transmission grid operations. Trading/Hedging experience in energy commodities or financial instruments is a plus. Ability to work 12-hour shifts (including nights, weekends and holidays). Must possess or be able to pass RTO certification to dispatch generation and perform the functions of operations center personnel.
Education Requirements
Degree or an equivalent combination of education and demonstrated related experience may be accepted in lieu of preferred level of education:
Bachelor
Preferred Disciplines: Accounting, Business, Engineering, Finance
Other disciplines may be substituted for the preferred discipline(s) listed above.
Licenses, Certifications, or Quals Description
Working Conditions
Office Work Environment 76 -100%
Travel Up to 25%
Other Working Conditions
Test Description
No Testing Required
Export Control
Certain positions at Dominion Energy may involve access to information and technology subject to export controls under U.S. law. Compliance with these export controls may result in Dominion Energy limiting its consideration of certain applicants.
Other Information
We offer excellent plans and programs for employees. Employees are rewarded with a competitive salary and comprehensive benefits package which may include: health benefits with coverage for families and domestic partners, vacation, retirement plans, paid holidays, tuition reimbursement, and much more. To learn more about our benefits, click here dombenefits.com.
Dominion Energy is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin and/or status as a protected veteran or individual with a disability.
You can experience the excitement of our company - it's the difference between taking a job and starting a career.
Top 3 Reasons to Work at Dominion Energy
There are many reasons to work at Dominion Energy, but below are the top three reasons employees have shared with us. Click on each of the links to learn more!
1. Safety Centric Work Environment
2. Generous Pay and Benefits
3. Collaborative & Inclusive Culture
About Dominion Energy
I am your warm cup of coffee in the morning and I light your home at night. I am the cool breeze from your A/C on the hottest day in summer, and the red coil that heats your soup pot on a frigid winter's day. I am sustainable, reliable and affordable.
I am not just any energy… I am Dominion Energy.
We're transforming the way we do business to build a more sustainable future for the planet, our customers, our team and our industry. We're shaping the future of energy in America.
Join us!
Facts:
* 17,000 employees
* Headquarters: Richmond, VA
* 16 states in the US
* $100 billion of assets
* Nearly $35 million in charitable contributions
* 100,000+ volunteer hours recorded in the community
Our Commitment to NetZero by 2050
Dominion Energy is committed to helping address climate change. We have cut emissions sharply as we aim for Net Zero carbon and methane emissions by 2050. Learn more at sustainability.dominionenergy.com.
$57k-97k yearly est. 12d ago
Associate Principal, Financial Aid Optimization
EAB 4.6
Trader job in Richmond, VA
At EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve.
At EAB, we serve not only our partner institutions but each other-that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards.
For more information, visit our Careers page.
The Role in Brief:
Associate Principal, Financial Aid Optimization
Our Financial Aid Optimization division provides custom revenue optimization models designed to meet strategic enrollment objectives for client colleges and universities across the country. The Associate Principal position works closely with a data analyst team to find data-based insights to help optimize enrollment outcomes for a diverse and compelling portfolio of college and university clients. Associate Principals assist in all areas of our analysis, which includes having a working understanding of how analysis is constructed, coordinating project deliverables and meetings, interpreting and presenting the analysis to clients, and working to help clients formulate the best strategic uses of financial aid to achieve their enrollment goals. This position requires the ability to master the interpretation of the analysis and to effectively work with clients.
This hire may be based in Richmond, VA; Washington, DC; or Bloomington, MN; this position is also open to remote employment within the continental United States.
Primary Responsibilities:
Understand how the economy, public policy, and public perception of the value of a college degree are affecting the behavior of students and their families
Learn the recent enrollment history for each client, as well as their goals and objectives
Understand the basics of how our analysis and simulations are constructed
Interpret the descriptive slides and present the findings to clients
Utilize the live simulation model to help clients set their aid policy
Monitor the progress of clients toward their goals
Present to committees and boards to educate and instill institutional knowledge and lead discussions on performance trends and simulations regarding enrollment and financial aid
Answering ad hoc data-related and policy questions
Because we work on both the academic calendar of colleges and the 18-month enrollment cycle (which has intense activity at specific points during the cycle), there are periods in which our work will require some evening or weekend work.
Basic Qualifications:
Bachelor's degree
7+ years of relevant work experience in which managing client/external relationships was a primary responsibility
5+ years of experience in admissions or financial aid at a four-year college or university
Experience aligning strategic insights and solutions to client goals
Professional or academic experience with a quantitative or data analysis focus
Ability to persuasively present to clients and colleagues EAB's commitment to forward leaning, innovative strategies that successfully achieve their desired outcomes
Proven relationship building, collaboration/teamwork orientation, and ability to influence for win-win outcomes
Proficiency in Excel, Word, and PowerPoint
Ability to travel up to 25% - this position requires travel to 15 - 20 college campuses during the summer and fall and intermittently throughout the rest of the year
Ideal Qualifications:
Graduate degree
Experience with graduate, professional, or law admissions financial aid
Experience leading large projects or events
Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging in support of EAB's mission, values, and aspiration.
If you've reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome new perspectives and learn from each other's unique experiences. We would encourage you to submit an application if this is a role you would be passionate about doing every day.
Compensation:
The anticipated starting salary (base) range for this role is $75,000 - $100,000 per year. Actual salary varies due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting salary range for their role.
This hire will additionally be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on various factors, such as individual and organizational performance.
Benefits:
Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include:
Medical, dental, and vision insurance plans; dependents and domestic partners eligible
20+ days of PTO annually, in addition to paid firm and floating holidays
Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each)
401(k) retirement savings plan with annual discretionary company matching contribution
Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans
Employee assistance program with counseling services and resources available to all employees and immediate family
Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation
Fertility treatment coverage and adoption or surrogacy assistance
Paid parental leave with phase back to work program for birthing and non-birthing parents
Access to milk shipping service to support nursing employees during business travel
Discounted pet health insurance coverage for dog and cat family members
Company-provided life, AD&D, and disability insurance
Financial wellness resources and membership in a robust employee discount program
Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunities
Benefits kick in day one; learn more at eab.com/careers/benefits.
This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future.
At EAB, we believe that to fulfill our mission to “make education smarter and our communities stronger” we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard.
To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don't discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.
$75k-100k yearly 12d ago
Private Client Banker - Broad St and Willow Lawn - Central VA Market
JPMC
Trader job in Richmond, VA
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: **************************************************************************
$34k-77k yearly est. Auto-Apply 60d+ ago
Premier Banker - Floater - Richmond, Virginia
New Horizon Bank-National Association
Trader 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. 12d ago
Business Banker II
Carter Bank 4.3
Trader 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. 8d ago
Financial Representative State Farm Agent Team Member
Tyler Tiesing-State Farm Agent
Trader job in Chester, VA
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Paid time off
Training & development
Opportunity for advancement
ROLE DESCRIPTION: Tyler Tiesing - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.
As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success every day.
Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
QUALIFICATIONS:
Possess excellent communication skills.
Display good analytical skills.
Provide excellent customer service.
Accredited with the Financial Industry Regulatory Authority (FINRA)
Life/Health Insurance License
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
Licensing reimbursement after 3 months
Signing bonus for pre-licensed professionals
$34k-69k yearly est. 31d ago
Financial Service Representative (Oxbridge Location)
Argent Federal Credit Union
Trader job in Manchester, VA
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. Auto-Apply 60d+ ago
Financial Services Representative State Farm Agent Team Member
John Patterson-State Farm Agent 3.3
Trader job in Bon Air, VA
Job DescriptionBenefits:
Simple IRA
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Were a locally rooted, fast-moving insurance agency that believes in doing business the right waywith energy, integrity, and a genuine connection to our community. From helping our neighbors find the right coverage to sponsoring local events, we take pride in showing up and making a difference where it matters most.
At our agency, we reward hard work and create an environment where people genuinely love coming to work. Team members enjoy top-tier benefits, including Gold Plan health insurance, retirement matching, and paid time off to recharge. We celebrate success with bonuses, swag giveaways, and exciting trips that you can earn based on performance.
We're a top 5% State Farm agency, so youll be part of a winning culture that values teamwork, recognition, and growth. We believe in celebrating achievements together, whether its through our annual holiday party or daily encouragement and support. If youre someone who thrives on connection, loves a challenge, and wants to be part of something bigger than yourself, this could be the place where you build a lasting and rewarding career.
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with John Patterson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses (Series 6/63/65), current licensees preferred.
Proven experience working as a financial services representative preferred.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
$28k-33k yearly est. 2d ago
Market Banker I
Primis Financial 4.2
Trader job in King William, VA
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-63k yearly est. 6d ago
Relationship Banker
Burke & Herbert Bank 4.4
Trader job in Fredericksburg, VA
Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank's “Service Beyond Expectations” Begins with Me promise.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Perform a broad variety of account opening and customer services
Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits
Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
Ability to identify and cross-sell next bank services and products
Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
Must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals.
Will be asked to educate and profile clients using bank systems
Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention
Adheres to all policies and procedures of the company
Follows operational procedures to include security
Relationship Bankers will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principles
Other Duties
Other duties as assigned.
Skills/Abilities
Must be comfortable and confident in a sales and service environment
Highly goal oriented
Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers
Must have and exhibit professional manners and exhibit good interpersonal skills
Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver
Other services as needed, such as Notary and NMLS registration
Education and Experience
High School diploma or equivalent required.
Prior retail banking experience preferred.
Prior customer service experience preferred.
Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office
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.
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.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
$25k-30k yearly est. Auto-Apply 60d ago
Relationship Banker - 360 Mechanicsville, VA
Jpmorganchase 4.8
Trader job in Mechanicsville, VA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
$27k-36k yearly est. Auto-Apply 11d ago
Hourly Trader (Richmond, VA)
Dominion Energy 4.9
Trader job in Richmond, VA
Dominion Energy is committed to providing reliable, affordable, and increasingly clean energy that powers our customers every day. If you want to work for a purpose-driven company that values safety and collaboration, we're looking for you. You won't just find a job here; you'll find your career. Review the position below and apply today.
Military service members and veterans with ranks from E3-E5, W1-W2, or O1-O3, plus appropriate equivalent combination of education and years of experience as outlined below will be considered for this opportunity.
At this time, Dominion Energy cannot transfer or sponsor a work visa or employment authorization for this position.
This position does not offer relocation assistance.
**Job Summary**
Conducts short-term purchase and sales transactions in an effort to minimize cost and maximize economic value of associated portfolios. Interacts with market participants to evaluate, develop, negotiate and execute business opportunities. Applies knowledge of electric market operations and trading practices and monitors markets (electric, gas and oil) information to ensure understanding of market opportunities and impacts on portfolios. Analyzes and reacts to current market and competitive conditions. Analyzes and evaluates complex energy transactions to ensure that all relevant aspects including energy price, transmission, counter party and contractual terms are favorable to and consistent with company guidelines for risk management. Interfaces with regional transmission organizations and generating plants to facilitate the operation of generating units for economic and reliability considerations. Tracks and enters all transactions into appropriate business and RTO systems by required deadlines. Understand and apply basic knowledge of generation assets and dispatch operations as they pertain to the complex rules of the ISO's and to NERC and FERC guidelines.
**Required Knowledge, Skills, Abilities & Experience**
The knowledge, skills, abilities, and experience required for entry into this job include the following:
2+ years directly related experience. Solid understanding of generating plant characteristics, regional transmission organization market concepts and process requirements. Understanding of the fundamental mechanics of electricity and transmission grid operations. Trading/Hedging experience in energy commodities or financial instruments is a plus. Ability to work 12-hour shifts (including nights, weekends and holidays). Must possess or be able to pass RTO certification to dispatch generation and perform the functions of operations center personnel.
**Education Requirements**
Degree or an equivalent combination of education and demonstrated related experience may be accepted in lieu of preferred level of education:
Bachelor
Preferred Disciplines: Accounting, Business, Engineering, Finance
Other disciplines may be substituted for the preferred discipline(s) listed above.
**Licenses, Certifications, or Quals Description**
**Working Conditions**
Office Work Environment 76 -100%
Travel Up to 25%
**Other Working Conditions**
**Test Description**
No Testing Required
**Export Control**
Certain positions at Dominion Energy may involve access to information and technology subject to export controls under U.S. law. Compliance with these export controls may result in Dominion Energy limiting its consideration of certain applicants.
**Other Information**
We offer excellent plans and programs for employees. Employees are rewarded with a competitive salary and comprehensive benefits package which may include: health benefits with coverage for families and domestic partners, vacation, retirement plans, paid holidays, tuition reimbursement, and much more. To learn more about our benefits, click here
Dominion Energy is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin and/or status as a protected veteran or individual with a disability.
You can experience the excitement of our company - it's the difference between taking a job and starting a career.
**Top 3 Reasons to Work at Dominion Energy**
**There are many reasons to work at Dominion Energy, but below are the top three reasons employees have shared with us. Click on each of the links to learn more!**
**About Dominion Energy**
**I am your warm cup of coffee in the morning and I light your home at night. I am the cool breeze from your A/C on the hottest day in summer, and the red coil that heats your soup pot on a frigid winter's day. I am sustainable, reliable and affordable.**
**I am not just any energy... I am Dominion Energy.**
**We're transforming the way we do business to build a more sustainable future for the planet, our customers, our team and our industry. We're shaping the future of energy in America.**
**Join us!**
Facts:
·17,000 employees
·Headquarters: Richmond, VA
·16 states in the US
·$100 billion of assets
·Nearly $35 million in charitable contributions
·100,000+ volunteer hours recorded in the community
**Our Commitment to NetZero by 2050**
**Dominion Energy is committed to helping address climate change. We have cut emissions sharply as we aim for Net Zero carbon and methane emissions by 2050. Learn more at** **.**
**Nearest Major Market:** Richmond
**Job Segment:** Environmental Engineering, Engineer, Engineering
$57k-97k yearly est. 12d ago
Associate Principal, Financial Aid Optimization
EAB 4.6
Trader job in Richmond, VA
At EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve.
At EAB, we serve not only our partner institutions but each other-that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards.
For more information, visit our Careers page.
The Role in Brief:
Associate Principal, Financial Aid Optimization
Our Financial Aid Optimization division provides custom revenue optimization models designed to meet strategic enrollment objectives for client colleges and universities across the country. The Associate Principal position works closely with a data analyst team to find data-based insights to help optimize enrollment outcomes for a diverse and compelling portfolio of college and university clients. Associate Principals assist in all areas of our analysis, which includes having a working understanding of how analysis is constructed, coordinating project deliverables and meetings, interpreting and presenting the analysis to clients, and working to help clients formulate the best strategic uses of financial aid to achieve their enrollment goals. This position requires the ability to master the interpretation of the analysis and to effectively work with clients.
This hire may be based in Richmond, VA; Washington, DC; or Bloomington, MN; this position is also open to remote employment within the continental United States.
Primary Responsibilities:
* Understand how the economy, public policy, and public perception of the value of a college degree are affecting the behavior of students and their families
* Learn the recent enrollment history for each client, as well as their goals and objectives
* Understand the basics of how our analysis and simulations are constructed
* Interpret the descriptive slides and present the findings to clients
* Utilize the live simulation model to help clients set their aid policy
* Monitor the progress of clients toward their goals
* Present to committees and boards to educate and instill institutional knowledge and lead discussions on performance trends and simulations regarding enrollment and financial aid
* Answering ad hoc data-related and policy questions
Because we work on both the academic calendar of colleges and the 18-month enrollment cycle (which has intense activity at specific points during the cycle), there are periods in which our work will require some evening or weekend work.
Basic Qualifications:
* Bachelor's degree
* 7+ years of relevant work experience in which managing client/external relationships was a primary responsibility
* 5+ years of experience in admissions or financial aid at a four-year college or university
* Experience aligning strategic insights and solutions to client goals
* Professional or academic experience with a quantitative or data analysis focus
* Ability to persuasively present to clients and colleagues EAB's commitment to forward leaning, innovative strategies that successfully achieve their desired outcomes
* Proven relationship building, collaboration/teamwork orientation, and ability to influence for win-win outcomes
* Proficiency in Excel, Word, and PowerPoint
* Ability to travel up to 25% - this position requires travel to 15 - 20 college campuses during the summer and fall and intermittently throughout the rest of the year
Ideal Qualifications:
* Graduate degree
* Experience with graduate, professional, or law admissions financial aid
* Experience leading large projects or events
* Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging in support of EAB's mission, values, and aspiration.
If you've reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome new perspectives and learn from each other's unique experiences. We would encourage you to submit an application if this is a role you would be passionate about doing every day.
Compensation:
The anticipated starting salary (base) range for this role is $75,000 - $100,000 per year. Actual salary varies due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting salary range for their role.
This hire will additionally be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on various factors, such as individual and organizational performance.
Benefits:
Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include:
* Medical, dental, and vision insurance plans; dependents and domestic partners eligible
* 20+ days of PTO annually, in addition to paid firm and floating holidays
* Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each)
* 401(k) retirement savings plan with annual discretionary company matching contribution
* Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans
* Employee assistance program with counseling services and resources available to all employees and immediate family
* Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation
* Fertility treatment coverage and adoption or surrogacy assistance
* Paid parental leave with phase back to work program for birthing and non-birthing parents
* Access to milk shipping service to support nursing employees during business travel
* Discounted pet health insurance coverage for dog and cat family members
* Company-provided life, AD&D, and disability insurance
* Financial wellness resources and membership in a robust employee discount program
* Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunities
Benefits kick in day one; learn more at eab.com/careers/benefits.
This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future.
At EAB, we believe that to fulfill our mission to "make education smarter and our communities stronger" we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard.
To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don't discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.
$75k-100k yearly 12d ago
Financial Service Representative (Oxbridge Location)
Argent Federal Credit Union
Trader 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. 10d ago
Relationship Banker - Central Virginia Market
JPMC
Trader job in Richmond, VA
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
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: **************************************************************************
$29k-40k yearly est. Auto-Apply 60d+ ago
Relationship Banker - Atlee Station- Richmond, VA
Jpmorgan Chase 4.8
Trader job in Mechanicsville, VA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$27k-36k yearly est. 38d ago
Market Banker I
Primis Financial 4.2
Trader job in Tappahannock, VA
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-64k yearly est. 12d ago
Market Banker I
Primis Bank 4.2
Trader job in Tappahannock, VA
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
The average trader in Short Pump, VA earns between $44,000 and $119,000 annually. This compares to the national average trader range of $56,000 to $144,000.