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Trader jobs in West Virginia

- 40 jobs
  • Quant Trader (Sports Event Market Making)

    Crypto.com 3.3company rating

    Trader job in Ansted, WV

    Job DescriptionA Sports Prediction Market Trader operates at the intersection of data analytics, financial expertise, and a passion for sports. This role involves market-making in sports prediction contracts and managing risk in sports prediction markets. The trader's objective is to leverage their understanding of both sports and market dynamics to maximize profits while carefully managing risks.Key Responsibilities Market Making and Trade Execution: Systematically providing liquidity by posting buy and sell offers, narrowing spreads, and facilitating efficient market operations as appropriate. Market Analysis: Continuously monitor a wide range of sports prediction markets-including but not limited to soccer, basketball, baseball, football, and emerging eSports-for price movements, liquidity, and volatility. Analyze historical data, trends, and live odds to identify trading opportunities. Risk Management: Monitor overall portfolio risk, position limits, and exposure caps to stay within risk tolerance. Adjust strategies based on variance, probability shifts, and new information. Trading Operations (BAU): Test and provide liquidity for new sports contracts when listed. Trading Development: Collaborate with developers and risk managers to improve the trading infrastructure, including connectivity, pricing, execution, and booking logic. Qualifications and Requirements Bachelor's degree in Mathematics, Statistics, Economics, Finance, Computer Science, or a related discipline. Advanced degrees are an asset. 5+ years of profitable sports prediction trading experience on a leading trading desk in a bank, proprietary trading firm, or market-making shop. Demonstrated experience in successfully building and managing trades. Familiarity with Python and a keen interest in expanding your technical skillset. Strong critical thinking skills and a commitment to continuous improvement. Excellent organizational and interpersonal skills, with strong attention to detail. Adaptive, self-motivated, enjoy challenges and responsibility, and thrive in fast-paced, competitive environments. Experience with prediction market platforms, sports betting exchanges, or similar financial environments. Ability to work effectively under pressure and in dynamic, fast-paced environments. Typical Day-to-Day Activities Monitor 24/7 market activity and update trading models with the latest data in collaboration with the team. Conduct pre-market and post-market analyses of upcoming sporting events, identifying key opportunities and risks. Place trades across multiple markets, responding to changes in live odds, news reports, and betting flows. Communicate with team members to discuss strategies, notable events, and market shifts. Monitor active positions, adjust orders, and hedge exposures throughout the day. Analyze trade outcomes and refine predictive models for future events. Prepare end-of-day summaries, performance reviews, and compliance reports. ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted. We may use artificial intelligence tools to analyze the content of your Resume/CV against the specific requirements for the position. The purpose is to support our recruitment team in reviewing applications more effectively. These tools assist our recruitment team in their evaluation of your application by providing recommendations, but they do not replace human judgment. Final hiring decisions are ultimately made by humans who consider the insights generated by the tools along with other relevant information. If you would like more details about how your personal information is processed, please contact us.
    $70k-128k yearly est. Easy Apply 29d ago
  • Personal Financial Representative-WV

    Allstate 4.6company rating

    Trader job in West Virginia

    Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you. Allstate Careers Learn more about Allstate United States. Learn more about Allstate Northern Ireland. Learn more about Allstate India Private Limited. For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.
    $38k-45k yearly est. Auto-Apply 60d+ ago
  • Virtual Banker

    Peoples Bank 4.5company rating

    Trader job in Huntington, WV

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: American Banker Best Banks to Work For in 2021, 2022, and 2023 Top Workplaces USA national award in 2022, 2023, and 2024 Newsweek's America's Best Banks 2023, and 2024 Newsweek's America's Greatest Workplaces 2024 and 2025 U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose: The primary purpose of this role is to provide comprehensive relationship management for an assigned portfolio of business customers, including oversight of business term loans, real estate loans, line of credit, and depository accounts. The position is responsible for ensuring the health and performance of the portfolio through proactive delinquency management, timely processing of loan renewals and extensions, and coordination of loan modifications within established bank policies. The role also includes managing depository overdrafts, supporting the maintenance of specialized loan portfolios, and working collaboratively with Retail Branches and internal departments to negotiate and process all necessary loan and depository documentation. Job Duties: Direct management of an assigned portfolio of business customers. This portfolio includes business term loans, business real estate loans, lines of credit, and depository accounts. Perform delinquency management of assigned portfolio including out-bound telephone contacts and email communication, as well as coordinating additional collection activities with other partners within Credit Administration. Management of loan maturities to ensure on-time processing of all related renewals and extensions. Facilitate all requests for modifications of existing loans within the guidance of specified bank policies and procedures. Depository overdraft management for assigned deposit accounts. Assist in maintenance and management of specialized loan portfolios housed within the Business Loan Group. Work with a team of Retail Branches to assist in the negotiation of any depository or loan documents that will need processed for the assigned portfolio of business customers. Work with multiple internal departments to smoothly process all required documentation to effectively manage the assigned portfolio. Will perform special projects as assigned. Education, Job Skills and Qualifications: Bachelor's degree required. Specialization in accounting, finance, or economics preferred. 1-3 years of experience in business or commercial lending required. Analytically minded - ability to evaluate financial statements, business and personal tax returns, and interpret results and reach conclusions. Strong verbal and written communications skills. Strong problem solving and conflict resolution skills. Strong interpersonal skills. Highly organized and attentive to detail. Proven ability to exercise discretion and sound judgement. Proven ability to effectively communicate viewpoint and make independent decisions. Ability to understand and apply bank's credit policy. Proficient with Microsoft suite of products, especially Excel, nCino experience a plus. Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. Team player. Basic Qualifications: Bachelor's degree. 1-3 years of experience in business or commercial lending required. Some travel may be required; must have valid driver's license for travel throughout Peoples Bank footprint of offices. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.
    $79k-142k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker, Manchester By The Sea, MA

    Banco Santander Brazil 4.4company rating

    Trader job in West Virginia

    Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives. * Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers. * Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. * Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement. * Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. * Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. * Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. * Foster customer loyalty by addressing concerns and providing timely resolutions. * Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. * Communicate clearly and effectively with customers in person, over the phone, or through digital channels. * Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense. * Collaborate with team members and partners to achieve branch goals and drive overall performance. * Responsibilities may extend to supporting nearby branch locations based on business necessity. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required. * Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred. * 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) * 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) * 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) * 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. * Established relationship-building skills with a focus on customer experience and loyalty. * Excellent customer service skills and a passion for helping others. * Proven track record in sales and cross-selling products and services. * Ability to work collaboratively in a team-oriented environment. * Excellent communication, consultative and influence skills both verbal and written. * Ability to display a credible, trustworthy, and professional image at all times. * Proficient in using digital tools and technology to enhance customer engagement. * Ability to follow directions, policies, and procedures. * Ability to identify and escalate concerns of risk to appropriate channels. * Ability to work in a fast-paced environment and manage multiple priorities. * Computer proficiency and basic math skills. * Ability to work branch hours, which can include weekends and evenings. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $38,250.00 USD Maximum: $59,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
    $38.3k-59k yearly Auto-Apply 26d ago
  • Financial Services Representative 1

    City National Bank of Wv 4.9company rating

    Trader job in South Charleston, WV

    Equal Opportunity Employer, Including Disability/VETS Summary Description Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships. Essential Functions Consistently executes City's phone, platform and CSR service standards to provide excellent customer service Displays a positive and professional attitude at all times Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes Maintains and balances a working cash supply Assists customers with routine maintenance and complex service issues; sees through to complete resolution Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals Develops and maintains customer relationships; actively seeks referral resources from existing customers Refers customers to other departments and business partners appropriately Maintains an up to date knowledge of bank products and services Maintains general knowledge of the competitive environment Completes all training within predetermined time limits Adheres to all bank regulatory, audit, and compliance policies and procedures Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements High school diploma or equivalent Demonstrated sales and service skills Ability to multi-task, organize, and prioritize to ensure excellent customer service Displays professional dress and demeanor Personal computer proficiency Cash handling experience preferred 1-2 years of retail banking experience preferred Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate's financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements Work is generally performed indoors in environmentally-controlled conditions Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5-10 pounds Critical Skills / Expertise Excellent customer service and sales skills Excellent oral communication and listening skills Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures
    $50k-81k yearly est. Auto-Apply 10d ago
  • Financial Aid Representative

    WVJC | UCI | EOC

    Trader job in Morgantown, WV

    WVJC is seeking a motivated professional to join the financial aid team as a Financial Aid Representative. You will provide customer service to prospective students during the interview & recruitment process, to currently enrolled students, and to students preparing for graduation. The Financial Aid Representative responsibilities include, but are not limited to, processing financial aid applications, awarding and adjusting aid, certifying alternative loans and exit advising. Must demonstrate self-motivation with a high degree of organizational skills to be successful in a fast paced environment. Responsibilities: Advise students and parents regarding the different financial aid programs, eligibility, application procedures and the loan and grant awarding process. Interview prospective students by assisting the student with the Free Application for Student Aid (FAFSA) in an effort to retrieve the EFC and consequently determining need for State and Federal Financial Aid programs, and providing the student with a financial package to fit his/her individual circumstances while also paying attention to other factors such as 90/10 and default prevention. Process financial aid applications to determine eligibility. Send notifications concerning incomplete applications and request for required documentation. Calculate financial need based on eligibility and cost of attendance. Provide loan advising to students. Analyze and understand complicated federal and state regulations to ensure compliance with Title IV. Interface with Admissions, Student Services, faculty members and other staff members. Complete second year packaging with students by assisting the student with the Free Application for Federal Student Aid. Provide the student with a second year financial package to fit his/her individual circumstances. Complete the required second year financial aid enrollment paperwork with the student. Complete exit interviews for all students who are completing their enrollment either by graduation or by withdrawal. File all appropriate exit interview paperwork in the student's file. Present to prospective and current students and complete any other duties as assigned by the Campus President. Qualifications: Associate degree, preferred but not required, within accounting, finance or related field (Preferred) Some experience within a related field (Preferred) Strong computer skills Ability to multi-task and manage projects Problem solving and critical thinking skills Customer service oriented Effective communication skills Schedule: Hybrid Position- 2 days in office, 3 days remote · 3 day hour shifts (9-5) · 2 'late' shifts (12-8) · Monday to Friday Insurance such as medical, health, dental, and vision is not provided. While a Financial Aid Representative is responsible for fulfilling all primary responsibilities listed above to achieve the immediate goals of the campus, he/she is responsible to meet all organization goals. As such adjustments or additions to these responsibilities and the methods by which they are achieved may be required by management to ensure operational effectiveness and efficiency across departments, campuses and the organization as a whole. The Institution prohibits sex discrimination in any education program or activity that it operates. Notice of non-discrimination is located at *************
    $35k-71k yearly est. 60d+ ago
  • Relationship Banker

    New Peoples Bankshares

    Trader job in Princeton, WV

    NON-EXEMPT PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing "subject to count" and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES * Knowledge of the general operations and procedures of New Peoples Bank. * Ability to meet and deal tactfully and courteously with the staff and general public. * Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. * Passion for customer service. * Professional etiquette. * Excellent verbal and written communication skills. * Proven sales skills. * Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $30k-39k yearly est. 23d ago
  • Relationship Banker - Beckley Main - Beckley, WV

    JPMC

    Trader job in Beckley, WV

    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: ****************************************************************
    $30k-40k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - 100% Commission (TSG-262064)

    Strickland Group LLC 3.7company rating

    Trader job in Parkersburg, WV

    Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first insurance and financial services agency backed by a major national carrier. We combine modern technology, AI-assisted systems, and real human connection to change how families protect their futures. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You're building your own book of business with the support, training, and infrastructure of a proven organization. We specialize in life insurance, mortgage protection, final expense, and retirement solutions, helping middle-America families create generational wealth. What you'll do - Call and connect with warm leads who have requested information. - Conduct virtual or in-person appointments to understand clients' goals. - Present tailored insurance and financial protection solutions. - Submit applications, follow up with carriers, and serve clients long-term. What we provide - Remote, flexible schedule (full-time or part-time). - Commission-only structure with uncapped earning potential. - World-class training, mentorship, and personal development culture. - Clear path to build and grow your own agency if desired. Who this is for - Self-motivated, coachable individuals with strong integrity. - People who want more time, freedom, and income than a traditional W-2 job. - Those who are serious about personal growth and breaking generational poverty. Compensation is 100% commission with scalable income based on activity, skill, and leadership development.
    $26k-39k yearly est. 18d ago
  • Financial Services Representative 1

    Bankatcity

    Trader job in South Charleston, WV

    Equal Opportunity Employer, Including Disability/VETS Summary Description Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships. Essential Functions Consistently executes City's phone, platform and CSR service standards to provide excellent customer service Displays a positive and professional attitude at all times Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes Maintains and balances a working cash supply Assists customers with routine maintenance and complex service issues; sees through to complete resolution Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals Develops and maintains customer relationships; actively seeks referral resources from existing customers Refers customers to other departments and business partners appropriately Maintains an up to date knowledge of bank products and services Maintains general knowledge of the competitive environment Completes all training within predetermined time limits Adheres to all bank regulatory, audit, and compliance policies and procedures Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements High school diploma or equivalent Demonstrated sales and service skills Ability to multi-task, organize, and prioritize to ensure excellent customer service Displays professional dress and demeanor Personal computer proficiency Cash handling experience preferred 1-2 years of retail banking experience preferred Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate's financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements Work is generally performed indoors in environmentally-controlled conditions Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5-10 pounds Critical Skills / Expertise Excellent customer service and sales skills Excellent oral communication and listening skills Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures
    $28k-46k yearly est. Auto-Apply 10d ago
  • Financial Service Representative I

    Third Coast Bank 4.1company rating

    Trader job in Kingwood, WV

    Essential Functions: The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the banks products and services. Opening and servicing new and existing bank customers accounts. The FSR will assist and support the Lobby Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations. The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. JOB DUITES: New Accounts * Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank SSB. * Responsible for maintaining current knowledge of bank products and services offered. * Open new accounts and service existing accounts for personal and commercial customers. * Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.) * Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.) * Update customer files, signature cards, resolutions, etc. for bank records. * Screen personal account holders via ChexSystems. * Screen commercial accounts via FIS eAccess/ChexSystems online * Process ATM/Debit Card and check order requests. * Establish and reset online banking access through NetTeller. * Cross-sell bank products and services to new and existing bank customers. * Open, close and service certificate of deposits for personal and commercial customers * Process Individual Retirement Accounts (IRA) opening, closing, and transfer request. * Establish and update new account files. * Maintain daily rate sheet. * Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier). Teller Line * Maintain and operate a teller cash drawer. * Assist bank customers with account deposits, check cashing, and savings and checking withdrawals. * Process loan payments. * Issue Cashiers checks and money orders. * Keep records of money and negotiable instruments as required per banking regulations. * Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation. * Answer general account questions for bank customers. * Cross-sell bank products and services. * Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS. * Balance cash drawer at the close of the business day. * File all proof work at the close of the business day. Safe Deposit Box: (if applicable at your assigned branch location) * Open and close safe deposit boxes via FIS. * Establish and update safe deposit box account files. * Prepare new and updated safe deposit box contracts. * Allow access to Safe Deposit Box Vault to customers. * Complete entry tickets for customers accessing box and enter the data into FIS. * Maintain current job knowledge and adhere to all bank policies and procedures Maintain current job knowledge of bank products and services. Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center. Answer telephones, answer questions and direct callers to proper Bank personnel. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: No travel is expected for this position. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. * High school diploma or general education degree (GED) required, Bachelors degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred. * Intermediate experience, knowledge and training in branch operation activities, terminology and products and services. * Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. * Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
    $25k-39k yearly est. 60d+ ago
  • Relationship Banker

    MVB Financial Corp 4.3company rating

    Trader job in Fairmont, WV

    ABOUT US Here at MVB, our company culture defines the environment in which Team Members thrive. Our culture impacts a wide range of elements, including our purpose, values, expectations and goals that support growth and engagement - it is the secret sauce of our organization! Our values live at the core of all that we do - Trust, Commitment, Teamwork, Adaptive, Respect, Love and Caring are our foundation for success. We are committed to fostering an environment focused on diversity, equity and inclusion, and we welcome Team Members from all walks of life. Join Team MVB today! MVB Financial Corp. ("MVB Financial" or "MVB"), the innovative financial holding company of MVB Bank, Inc., is publicly traded on The Nasdaq Capital Market under the ticker "MVBF." Through its subsidiary, MVB Bank, Inc., ("MVB Bank") and the bank's subsidiaries, MVB provides services to individuals and corporate clients in the Mid-Atlantic region, as well as to Fintech, Payment and Gaming clients throughout the United States. For more information about MVB, please visit ******************* Candidates must reside in one of the following states: West Virginia, Virginia, Texas, Florida, Ohio, Pennsylvania, Maryland, Washington D.C., New York, New Jersey, Arkansas, Alabama, Arizona, Delaware, Indiana, North Carolina, Georgia, South Dakota. ABOUT THE ROLE * As a Relationship Banker, your primary responsibility is to make clients feel welcome and to establish relationships by providing an extraordinary client experience with every interaction. This role primarily is helping clients with account opening, account servicing/maintenance, and transaction processing. This role is intended as a first step toward becoming an experienced relationship banker and elevating to the Relationship Banker II role. WHAT YOU'LL DO * Responsible for opening new consumer accounts and services. * Display excellent communication and servicing skills when engaging with clients through oral and written means. * Identify customer needs during interaction while identifying opportunities to grow customer relationships through a disciplined sales focus. * Create and maintain strong client relationships. * Multi-task and offer a supportive team perspective. * Comply with bank security and operational policies/procedures. * Display excellent communication and servicing skills when engaging with clients through oral and written means. * Master computer programs used to assist clients in daily needs as well as any software skills necessary for branch automation and efficiency such as service events, workflows, email, etc. * Acquire and maintain through training and education an understanding of all regulatory compliance requirements as they relate to this * Conduct client facing transactions such as deposits, withdrawals, payments, as needed on rotation, etc. * Operate within guidelines for cash balancing and error resolution. * Support operational functions such as ITM balancing, vault balancing, card @ once daily audits, shipment, open and closing, etc. as needed. * Help clients with simple service issues such as debit card replacement, PIN changes, stop payments, dormant accounts, etc. * Consistently demonstrate MVB Core Values. * Demonstrate desire to cross train by learning complex business account opening skills and treasury product sales and setup before transitioning to RBII role. * Demonstrate the desire to participate in community relations events/activities (CRA). * Maintain professionalism with clients at every touchpoint. EDUCATION & WORK EXPERIENCE * High school diploma or equivalent. * 2 years of cash handling experience or equivalent customer service experience. * 1 year or more in customer service in banking, financial services or goal driven sales position preferred. * Solid oral and written communication skills. BENEFITS AT MVB MVB Financial Corp., ("MVB") offers an excellent selection of benefits for regular, part-time and full-time Team Members, including: * Medical, Dental and Vision Insurance * Health Savings Account (HSA), Health Reimbursement Account (HRA) & Flexible Spending Accounts (FSA) * Short- and Long-Term Disability Plan * Group Life Insurance * 401K Salary Deferral Plan * Wellness Program * Education & Tuition Expense Reimbursement * PTO and Unique Vacation Purchase Program * Nationwide Pet Insurance Coverage We encourage you to submit an application even if you haven't performed every job duty listed above, as your skills may be transferrable. MVB is looking for ambitious individuals with related knowledge, understanding and abilities who are willing to learn and grow. What we care about most is allowing you to develop and, in return, you help us become a stronger, more diverse and well-rounded organization.
    $30k-36k yearly est. 32d ago
  • Relationship Banker

    Burke & Herbert Bank 4.4company rating

    Trader job in Moorefield, WV

    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
    $27k-32k yearly est. 12d ago
  • Financial Aid Representative

    WVJC | UCI | EOC

    Trader job in Morgantown, WV

    Job DescriptionSalary: WVJC is seeking a motivated professional to join the financial aid team as a Financial Aid Representative. You will provide customer service to prospective students during the interview & recruitment process, to currently enrolled students, and to students preparing for graduation. The Financial Aid Representative responsibilities include, but are not limited to, processing financial aid applications, awarding and adjusting aid, certifying alternative loans and exit advising. Must demonstrate self-motivation with a high degree of organizational skills to be successful in a fast paced environment. Responsibilities: Advise students and parents regarding the different financial aid programs, eligibility, application procedures and the loan and grant awarding process. Interview prospective students by assisting the student with the Free Application for Student Aid (FAFSA) in an effort to retrieve the EFC and consequently determining need for State and Federal Financial Aid programs, and providing the student with a financial package to fit his/her individual circumstances while also paying attention to other factors such as 90/10 and default prevention. Process financial aid applications to determine eligibility. Send notifications concerning incomplete applications and request for required documentation. Calculate financial need based on eligibility and cost of attendance. Provide loan advising to students. Analyze and understand complicated federal and state regulations to ensure compliance with Title IV. Interface with Admissions, Student Services, faculty members and other staff members. Complete second year packaging with students by assisting the student with the Free Application for Federal Student Aid. Provide the student with a second year financial package to fit his/her individual circumstances. Complete the required second year financial aid enrollment paperwork with the student. Complete exit interviews for all students who are completing their enrollment either by graduation or by withdrawal. File all appropriate exit interview paperwork in the students file. Present to prospective and current students and complete any other duties as assigned by the Campus President. Qualifications: Associate degree, preferred but not required, within accounting, finance or related field (Preferred) Some experience within a related field (Preferred) Strong computer skills Ability to multi-task and manage projects Problem solving and critical thinking skills Customer service oriented Effective communication skills Schedule: Hybrid Position- 2 days in office, 3 days remote 3 day hour shifts (9-5) 2 'late' shifts (12-8) Monday to Friday Insurance such as medical, health, dental, and vision is not provided. While a Financial Aid Representative is responsible for fulfilling all primary responsibilities listed above to achieve the immediate goals of the campus, he/she is responsible to meet all organization goals. As such adjustments or additions to these responsibilities and the methods by which they are achieved may be required by management to ensure operational effectiveness and efficiency across departments, campuses and the organization as a whole. The Institution prohibits sex discrimination in any education program or activity that it operates. Notice of non-discrimination is located at*************
    $35k-71k yearly est. 29d ago
  • Relationship Banker

    New Peoples Bank 3.7company rating

    Trader job in Princeton, WV

    NON-EXEMPT PRIMARY PURPOSE Responsible for customer service duties, sales, and relationship management while reaching established goals. Regularly achieves the New Peoples Bank delivery process and product knowledge to develop customer relationships by performing the essential functions listed below. ESSENTIAL FUNCTIONS 1. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. 2. Demonstrate a helpful, professional, friendly attitude at all times and commitment to the high customer service standards expected at New Peoples Bank. 3. Serve as customers' single point of contact on all New Peoples Bank products and services. 4. Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. 5. Meet performance goals more often than not and actively participate in all sales campaigns. 6. Retain existing customers and develops new customer relationships. 7. Implement all sales strategies, including new products and services developed by management. 8. Service customers by processing a variety of transactions quickly with minimal or no errors according to established New Peoples Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; processing payments for loans and other services; maintaining logs and processing “subject to count” and mailed deposits; completing incoming and outgoing wire documentation. 9. Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. 10. Verify all transactions, place holds as appropriate and proof cash drawer upon completion of assigned shift to ensure compliance with New Peoples Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. 11. Assist with night deposit procedures daily. 12. Redeem savings bonds, setting up tax addenda's appropriately. 13. Adhere to all Bank safe deposit box operational procedures, accept and process safe deposit box payments and update customer accounts accordingly. 14. Handle customer complaints or questions and determine whether manager input is needed. 15. Research, correct and re-issue new debit cards for customers with unauthorized transactions or lost/stolen cards including PIN re-issue in adherence to New Peoples Bank policies and procedures including accurate filing of necessary paperwork. 16. Complete holds and stop payment forms for checking and savings accounts as requested. 17. Assist customers with ITM related issues. 18. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. 19. Perform security function by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. 20. Perform Vault Custodian duties, as needed. 21. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. 22. Work in a team setting on various projects including employee contests, sales programs, etc. 23. Adhere to established standards and policies and procedures. 24. Deliver strong community visibility. 25. Provide assistance to lending personnel with related duties. 26. Be familiar with all security procedures and equipment. 27. Pursue personal development opportunities to improve knowledge as it relates to the position, compliance, and the Bank in general. 28. Maintain customer confidentiality in accordance with New Peoples Bank policies. 29. Perform other related duties and responsibilities as required and assigned. 30. Regularly refresh knowledge of and familiarity with online, mobile, electronic and traditional products and services. Regularly practice/rehearse customer conversation and engagement skills around the entire suite of New Peoples Bank products and services. Invite customer respect by demonstrating product and service knowledge and engaging customers around the benefits of using them. Requirements EDUCATION / EXPERIENCE High school diploma or general education degree (GED) less than one year of teller experience; or an equivalent combination of education, training, and experience which provides the required knowledge and abilities; Bachelor's degree from four-year college or university preferred. 1 year of business or retail experience required. Must successfully complete required training. KEY COMPETENCIES - Knowledge of the general operations and procedures of New Peoples Bank. - Ability to meet and deal tactfully and courteously with the staff and general public. - Ability to establish and maintain effective working relationships with coworkers, contractors, the general public, customers, and local, state, and federal officials; ability to communicate with people from a broad range of socioeconomic backgrounds. -Passion for customer service. -Professional etiquette. -Excellent verbal and written communication skills. -Proven sales skills. -Working knowledge of Microsoft Office products. Ability to master job specific software and hardware components. EEOC STATEMENT New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
    $29k-35k yearly est. 25d ago
  • Financial Services Representative 1

    City National Bank of Wv 4.9company rating

    Trader job in Teays Valley, WV

    Equal Opportunity Employer, including Disability/VETS Summary Description Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships. Essential Functions Consistently executes City's phone, platform and CSR service standards to provide excellent customer service Displays a positive and professional attitude at all times Actively promotes and sells the bank's products and services to prospective and existing customers by using City's customer conversation model to uncover customer needs Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes Maintains and balances a working cash supply Assists customers with routine maintenance and complex service issues; sees through to complete resolution Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals Develops and maintains customer relationships; actively seeks referral resources from existing customers Refers customers to other departments and business partners appropriately Maintains an up to date knowledge of bank products and services Maintains general knowledge of the competitive environment Completes all training within predetermined time limits Adheres to all bank regulatory, audit, and compliance policies and procedures Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job Position Requirements High school diploma or equivalent Demonstrated sales and service skills Ability to multi-task, organize, and prioritize to ensure excellent customer service Displays professional dress and demeanor Personal computer proficiency Cash handling experience preferred 1-2 years of retail banking experience preferred Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate's financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements Work is generally performed indoors in environmentally-controlled conditions Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5-10 pounds Critical Skills / Expertise Excellent customer service and sales skills Excellent oral communication and listening skills Knowledge of (or the ability to learn) the bank's operating systems, policies and procedures
    $49k-81k yearly est. Auto-Apply 3d ago
  • Relationship Banker - Beckley Main - Beckley, WV

    JPMC

    Trader job in Beckley, WV

    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: **************************************************************************
    $30k-40k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker

    Burke & Herbert Bank & Trust 4.4company rating

    Trader job in Petersburg, WV

    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
    $27k-32k yearly est. Auto-Apply 58d ago
  • Personal Banker

    Peoples Bank 4.5company rating

    Trader job in Huntington, WV

    Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank: American Banker Best Banks to Work For in 2021, 2022, and 2023 Top Workplaces USA national award in 2022, 2023, and 2024 Newsweek's America's Best Banks 2023, and 2024 Newsweek's America's Greatest Workplaces for Women 2025 U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025 At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose: This is a professional selling position in retail banking with accountability to attract new relationships and retain existing relationships. Job Duties: Responsible for proactively meeting customer financial needs through direct sales and referrals - while delivering world class service. The PB I will execute their daily customer interaction in person, on the telephone or video device and at periodic outside venues - using the Peoples Bank sales process - which is rooted in ethical needs-based solution-oriented selling. They will be accountable for specific monthly production goals - of Peoples products and services including: Loans, deposits and access to their information via multiple platforms including mobile banking. Additionally, a PB I will need to identify needs and refer to expert partners to include mortgage solutions, retirement solutions and several other non-traditional bank solutions. Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times. Develop and retain the customer base, greet by/use name, have knowledge of account ownership, and be responsive and timely with correspondence and problem resolution. Maintain a position of trust and responsibility by keeping all customer business confidential. Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability. Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered. Consistently meeting or exceeding sales referrals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered. Initiate conversations to uncover customer needs to be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers. Consistently completes required training for all bank and branch policies and procedures. Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, consumer loan documents and procedure manuals. Ability to speak effectively before groups of customers or employees of organization. Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. Follow operational standards regarding security, risk management, and compliance. Make calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording those calls in the P1 system. Ability to interpret data to evaluate for acceptable lending ratios and product and service opportunities. Consistently meet sales goals. The PB has a primary responsibility to uncover customers' financial needs, anticipate future needs and provide recommendations that will ethically better the customer's financial life. Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs. Responsible for meeting Retail Branch Standards which includes dress code. Will perform special projects as assigned. Education, Experience and Job Skills: Minimum 1 year of needs-based sales experience. Prior job experience with extensive customer contact is required. Must be a flexible team player with excellent oral and written communication, customer service and cross-selling skills. Must be able to establish and maintain working relationships with partners at their location and via telephone. Must be a decision maker with well-developed interpersonal skills to represent the Bank positively in dealing with customers. Must be self-motivated and assertive with an ability to perform well in a sales environment and interact well with customers and team members in a professional manner. Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered Must be able to pass background and credit standards to hold NMLS credentials. Must have ability to learn computer and mobile device application quickly. Trustworthy and confidential behavior is essential in this role. Daily reliable transportation Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Basic Qualifications: High School Diploma or GED; 1 month to two years related experience and/or training; or equivalent combination of education and experience. Minimum 1 year of needs-based sales experience. Daily reliable transportation. Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process, or other inquiries.
    $29k-35k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker

    Burke & Herbert Bank 4.4company rating

    Trader job in Petersburg, WV

    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
    $27k-32k yearly est. 60d ago

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