United States Senate Federal Credit Union job in Alexandria, VA
Job Description
Mission:
In the Senate Community tradition of service, we strive to improve the financial wellness of our members throughout all stages of life by integrating sustainability and security into every financial solution.
Culture Competencies: S.T.R.I.V.E
Maintains our members' and employees' trust by safeguarding their financial data and information.
Values and respects everyone's abilities, opinions, and feedback to achieve trust, safety, and well-being in a friendly, welcoming, and cooperative environment. Actively devoted to our motto of 'better together'.
Is honest, professional, authentic, and genuine in creating relationships that are uncompromising and true to ethical principles.
Generates new ideas, supports change, provides new efficient solutions, and solves problems creatively while balancing risk.
General Summary
Under general supervision, but in accordance with policies, practices, and procedures, analyzes account and loan problems and determines root causes to ensure proper file maintenance of accounts. Under general supervision, but in accordance with established policies and procedures, is responsible for working with members and loan staff regarding post loan issues. Monitors several lending specific reports to assist the Credit Union in mitigating its risk and regulatory compliance. Provides professional internal customer service and support to other departments.
Major Duties & Responsibilities
Ensures timely response to member research requests pertaining to areas of responsibility. Provides member assistance in problem areas of account maintenance, interest and payoff calculations and statement problems. Maintains related records and summaries of research on these accounts on the Support Magic ticket format.
Assist teammates with automobile title issues to include filing liens, monitoring receipt of titles for recently issued loans, and releasing liens. Reviews list of paid auto loans and releases automobile titles when appropriate. Tracks/research title exceptions. Works with members, dealers, and appropriate governmental agencies to obtain missing titles.
Assist with managing the unperfected title report with third party vender to mitigate exposure of the CU's collateral.
Monitors monthly reports on flood insurance policies and missing real estate liens.
Processes all Gap and auto warranty claims from the membership.
Provides professional internal customer service and support for other departments by handing request via the JIRA ticketing system, answering questions and providing information regarding the resolution of title issues or other documentation requests. Demonstrates professionalism in discussing sensitive financial situations.
Processes return check payments on loans for the accounting department.
Loan adjustment/modifications (changing of due date, moving loans from account to account, refunding of interest credit, etc.)f
Reviews and maintains weekly and monthly loan related reports to mitigate risk and regulatory compliance.
Interact with title companies, law offices etc. for the payoff and release of real estate liens. Prepares certificates of satisfaction and other documents as necessary.
Provides professional internal customer service and support to other departments by answering questions and assisting co-workers regarding the resolution of member service issues.
Provides scanning of the Lending department files and documents (recorded deeds and lien release, etc.).
Works with CUMA and Midwest to make sure all final first mortgage packets are assembled and uploaded properly with the correct closing documents.
Assists the Collections Department in doing monthly charge-offs, payoffs, loan adjustments and any locating any loan documents requested.
Assist with the filed and boxed archived work and the tracking log.
Composes of the archived pending report that keeps track of all new close ended loans with insurance and new open-end loans.
Complies with all applicable Rules, Regulations and Statutes of the NCUA and other appropriate governing bodies to include but not limited to: The Credit Union Bylaws, Bank Secrecy Act, Fair Housing Act, Fair Lending Act, and Fair Credit Reporting.
Non-essential Duties & Responsibilities
Performs other duties as assigned.
Education: High school diploma/equivalent required. Bachelor's degree preferred.
Experience: Two (2) years relevant experience required. One (1) year of lending or loan auditing experience is preferred.
Skills: Excellent math skills and familiarity with basic accounting principles required. Proficiency with PC applications such as Word and Excel required.
Communication: Excellent verbal and written communication skills required.
Location: This position is located at headquarters in Alexandria, VA.
Supervisory: None Required.
Salary: Metropolitan Area (DC, MD, VA) $54,481.13 - $81,721.69
Benefits: Health Insurance including Medical, Dental, Prescription, Vision, 401(k) Retirement Plan, Incentive bonus, 12 Holidays, 15 Vacation days, 9.75 Sick days, Flexible Spending Account, Life Insurance, Free parking or Metro Smart Benefits and Tuition reimbursement
Time in Service: None Required.
Successful candidates will be evaluated and leveled based on previous experience.
Equal Opportunity Employer/Veterans/Disabled
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, or protected veteran status, and will not be discriminated against on the basis of disability.
$54.5k-81.7k yearly 7d ago
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Chief Executive Officer
Kentucky Society of Association Executives Inc. 3.5
Fairfax, VA job
The Independent Educational Consultants Association (IECA) is conducting a search for a Chief Executive Officer. IECA is the premier membership organization representing professionals who serve students and families navigating their educational journey. In a time of rapid change and opportunity, IECA is seeking a visionary Chief Executive Officer who can drive the organization forward with innovative ideas and strategic growth. The new leader will be tasked with bringing fresh perspectives and steering IECA towards a future of continued excellence and impact.
IECA seeks a dynamic and relational CEO who will lead and expand the organization, foster membership growth, implement widely embraced initiatives, and demonstrate industry leadership. As a direct liaison to the Board of Directors, the CEO will skillfully champion the organization's interests to members, volunteers, and governing entities. The CEO will be instrumental in infusing the organization with new ideas and driving innovation. This role demands a leader who excels in strategic thinking, effective communication, and member engagement.
Candidates preferably bring association management experience and a nuanced understanding of the consulting landscape and collaborative partner organizations. Integral to their success will be a leadership approach characterized by shared decision-making, a relentless pursuit of results, and a sincere, education-focused mindset. Essential attributes include adaptability, effective communication, approachability, outstanding interpersonal abilities, and a compelling public presence.
Review of applications and expressions of interest will begin immediately and continue on a confidential basis until an appointment is made.
Responsibilities
Visionary Leadership of the IECA Culture: Drive transformational change by establishing IECA's strategic direction as the leading voice of the profession.
Drive operational excellence across all IECA functions and processes by balancing hands-on support with strategic planning, managing multi-program operations, optimizing organizational resources, and aligning day-to-day tasks with long-term planning.
Effectively, strategically, and efficiently manage financial resources to ensure IECA's sustainability and growth, while providing legal and compliance oversight.
Strong interpersonal and communication skills that foster meaningful relationships with staff, members, and the broader community.
Leading the IECA staff with vision, inspiration, and collaborative decision-making.
Connecting with IECA members to understand needs, foster engagement, provide support, help build professional and sustainable practices, work to harmonize college, school, and therapeutic elements, and strengthen the community.
Partnering with the Board to align strategic priorities and governance objectives.
Representing and advocating for IECA as the primary spokesperson, including engagement with government officials, the media, related educational associations and agencies, and the public.
Inquiring continuously to stay informed about trends, challenges, and emerging opportunities.
Qualifications
Organizational Commitment: Ability and commitment to manage a 501c6, member-driven association.
Leadership Experience: Five to ten years of experience as a visionary, resourceful, and transparent senior leader, with a strong preference for experience in the association and education sectors.
Financial Management: Proven leadership in creating and managing an organization's budget and cash flow at both a macro and micro level. Includes the ability to pivot quickly during economic conditions related to both membership pressures and association financial pressures.
Leadership Philosophy: An empathetic, supportive, ethical, and education-focused mindset combined with exceptional business acumen, fostering a collaborative environment.
Governance Experience: Prior successful experience working directly with, or reporting to, a Board of Directors.
Operational Management: History with the successful management of a dynamic, multi-program, member-driven organization, and a strong understanding of what it takes to maximize program effectiveness, maintain deliverable quality, and optimize resources.
Decision-Making Ability: Proven ability to make sound, timely, and educated business and managerial decisions, highlighting strong leadership and decision-making abilities.
External Relations: A strong public speaking and media presence to effectively represent the organization and engage with external stakeholders.
Membership Leadership: Demonstrated ability to engage and lead a dynamic membership and volunteer community, fostering collaboration, cohesion, and a strong sense of shared purpose across the organization.
Staff Management: Proven ability to lead and manage staff with an approachable, positive leadership style that builds trust and promotes collaboration in a fast-paced environment.
Culture and Partnerships: Experience in fostering an inclusive and diverse organizational culture while establishing and maintaining positive partnerships. Demonstrated strategic thinking, innovation, and effective listening and communication skills.
Technology Oversight: Experience utilizing technology to improve organizational processes and efficiency.
Education Requirements: Four-year degree with a Master's degree preferred but not required.
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$159k-289k yearly est. 2d ago
Head of Digital Experience & Member Engagement (Remote)
Kentucky Society of Association Executives Inc. 3.5
Remote or Alexandria, VA job
A professional membership organization in Virginia is seeking a Director of Digital Experience and Engagement to transform member interactions through digital platforms. The role requires 7-10 years of experience in managing digital platforms, a Bachelor's degree in a related field, and familiarity with AI tools. The position offers a competitive salary and telework flexibility. Candidates are encouraged to apply by December 20th.
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$101k-152k yearly est. 6d ago
Investment Consultant- Virginia Beach, VA
Charles Schwab 4.8
Virginia Beach, VA job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$88k-160k yearly est. 1d ago
Trust Advisor II (Danville, Northern Virginia, Chesapeake, or Richmond Markets)
Atlantic Union Bank 4.3
Richmond, VA job
The Trust Advisor is responsible for developing, deepening and maintaining relationships with investment management clients, trust clients, beneficiaries and other interested parties for an assigned book of business and is expected to build a network of centers of influence for soliciting new client relationships. The Trust Advisor is responsible for assuring compliance with all Bank policies and procedures, as well as applicable regulations.
Position Accountabilities
Perform and coordinate client estate planning.
Perform detailed estate and trust administration.
Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
Develop and maintain long-term client relationships by providing excellent customer service.
Handle daily incoming customer calls and inquiries in a professional manner.
Develop referral sources and secure new customers in effort to assist with the business development strategy.
Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
Identifies and refers business to other areas within the Bank as appropriate.
Maintain and service existing clients.
Work with investment, tax and legal professionals to meet client needs, goals and objectives.
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
May have some sales responsibility commensurate with experience and composition of book of business.
Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals.
Organizational Relationship
This position reports to Head of Trust.
Position Qualifications
Education & Experience
Bachelor's degree in finance or related field.
CFP, CTFA, CPA, MBA or law degree preferred.
10+ years of experience in financial services, preferably in a bank trust environment
Experience with trust and estate laws and regulations
Knowledge & Skills
Superior customer service skills.
Knowledge of financial planning and estate planning techniques.
Knowledge of investment theory, investment types and strategy
Sales oriented, friendly and persuasive personality.
Proven analytical skills.
Excellent written, oral and interpersonal skills.
Effective communicator.
Well organized.
High degree of accuracy with attention to detail required.
Superior time management and problem solving skills.
Ability to work independently as well as within a team environment.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$96k-147k yearly est. 4d ago
Mortgage Occupancy Field Inspector
GIS Field Services 4.4
Arlington, VA job
GIS Field Services, Inc. has been in the mortgage field inspection industry for over 20 years and is based out of Dallas, TX. We are looking to hire Mortgage Occupancy Field Inspectors to perform residential property inspections on behalf of mortgage lenders. Our independent contractors enjoy a flexible schedule while earning weekly pay. Please visit our website to learn more about us and the industry. ************************
Job Title:Mortgage Occupancy Field Inspector County Coverage: Arlington Inspection Vol. per Month: 16
Preferred Experience:
We are looking for knowledgeable and experienced inspectors:
Aspen Grove ABC#
Have used at least one of the industry standard smart phone apps: InspectorADE (what GIS uses), EZ Inspections or SafeView inspect
Currently conducting occupancy inspections (or have in the past)
Mortgage Property Inspection Overview:
Mortgage lenders require periodic updates on the properties they have financial interest in. The lender contracts with GIS to have inspectors go out to verify the property occupancy, report general property conditions, letter delivery/posting, vacant interior walkthrough or insurance repair progress report. Majority of our inspections are basic exteriors where some do require contact by door knock or letter delivery. In addition, there will be some inspections which require interior access to secured/vacant properties and appointment based insurance loss inspections.
Job Responsibilities:
Requires being able to spend extended periods of time driving
Efficient time management to route and complete inspections with an estimated 3-5 day turnaround time in your agreed territory
Make a determination of occupancy based on industry standards and report general property conditions
Using a mobile app to obtain all photographs, comments, and form documentation
Consistent communication with your inspection manager via text, email and phone
Requirements:
Valid US drivers license
Aspen Grove ABC #
Computer with an internet connection
Fuel efficient vehicle
iPhone or Android
Printer
Office supplies (paper, envelopes, ink)
HUD keys (set of 11)
Daylight hour availability
Volt stick (preferred)
Pay and Hours:
Set rate per inspection is estimated at $15-$20+ per hour based on the number of inspections performed
**This will vary depending on location, volume and efficiency.**
Inspections are paid out every Friday by direct deposit for work completed the prior week
Depending on the territory you should expect to work 5-15+ hours per week
The job is a 1099 Independent Contractor position
$15-20 hourly 6d ago
Director, Membership and Marketing
Kentucky Society of Association Executives Inc. 3.5
Remote or Washington, DC job
If you are seeking an exciting opportunity in a dynamic, mission-driven environment alongside a highly collegial network of school leaders, this may be the role for you! NBOA is an inclusive membership association dedicated to serving more than 1,400 independent schools across the U.S. and spanning numerous countries worldwide. With the invaluable support of industry partners and engaged volunteers, our vibrant staff team of approximately 20 professionals is committed to developing, delivering and advocating for best business practices to advance independent schools.
For over 25 years, NBOA has been at the forefront of offering cutting‑edge professional development, essential tools and resources, insightful industry research, and meaningful networking opportunities tailored for independent school professionals serving in finance, operations, HR, and broader business leadership roles. Our community, characterized by collaboration and collegiality, is deeply rooted in a mission to support private, nonprofit educational institutions for students in pre‑K through 12th grade, in day as well as boarding school settings.
We are a distributed team, living and working in a flexible environment across the U.S and supported by an executive office in Washington, DC. We believe that being able to attract talent from anywhere and encouraging our staff to bring their whole selves to work makes us a stronger, more nimble organization. Collaboration tools and dedicated working hours ensure that we thrive in a primarily remote setting, enhanced by opportunities to connect and grow at in‑person member programs and twice‑annual staff meetings throughout the year. Minimal, but meaningful travel allows for the best of both worlds, combining the flexibility of remote work with in‑person gatherings that cultivate collegiality.
Joining NBOA means more than just becoming part of a cohesive team; it means actively contributing to an innovative environment that fuels the success of independent schools and our association. If you're ready to make a meaningful impact and be part of a dynamic community dedicated to advancing education, we invite you to join us on this rewarding journey.
The Role
The Director of Membership and Marketing develops and leads strategies for membership acquisition and retention that drive measurable growth and dues revenue across membership categories. The role oversees all aspects of member onboarding and renewal processes and designs engagement initiatives that foster community, strengthen member connections, and increase awareness and utilization of NBOA resources. The Director will create personalized member communications and engagement opportunities, and define and track performance metrics for growth, engagement, and retention. The Director will also oversee the NBOA Awards Program and serve as the primary staff liaison to the Awards Selection Committee.
In addition to membership responsibilities, the Director leads the development and execution of integrated marketing strategies that promote NBOA's programs, resources, and events, driving both dues and non‑dues revenue. They will lead efforts to strengthen and promote the NBOA brand, ensuring a clear and compelling value proposition across all channels. This includes creating and managing marketing plans, identifying cross‑marketing opportunities, ensuring consistent messaging across digital and print channels, and championing innovation through emerging tools, automation, and AI‑driven approaches.
The ideal candidate holds a bachelor's degree in a relevant field (master's preferred) and has at least five years of experience in association membership and marketing. A CAE designation is required. The candidate has proven expertise in developing and executing membership growth and engagement strategies, along with a strong understanding of nonprofit marketing trends. Technical proficiency is essential, including community platforms, email marketing, social media, and marketing automation tools. The successful candidate is a strategic thinker who uses data‑driven insights to inform decisions and improve outcomes. The position is fully remote, with some travel required.
Employee Benefits
Medical, dental and vision insurance (member of AMHIC)
Generous 403(b) retirement plan contributions (5% employee contribution with 10% employer match following one year of service)
Health care FSA and dependent care FSA offerings
Ample paid time off (vacation, sick, holiday, family leaves) plus five additional vacation days when the office is closed between Christmas and New Year's annually
Summer Fridays (between Memorial Day and Labor Day)
Term life, AD&D, LTD, STD coverages
Transportation/wellness program
To Apply
Interested professionals should email a cover letter, resume and salary requirements (with the subject line: Director, Membership and Marketing) to NBOA at ***********. We encourage you to apply even if your experience is not a 100% match with the position. We embrace diversity and are committed to creating an inclusive and equitable workplace for all employees.
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$60k-91k yearly est. 3d ago
Mortgage Training and Policy Associate
Capcenter 4.2
Richmond, VA job
At CapCenter, our mission is to simplify the homebuying experience for our clients. We are seeking detail-oriented, results-driven individuals to join our team and guide our clients through one of life's most meaningful milestones - homeownership.
Job Overview:
CapCenter is seeking a Mortgage Training & Policy Associate to ensure new and existing mortgage production team members are equipped with the knowledge and skills needed to deliver exceptional customer service. This role partners closely with Mortgage Production and Compliance leadership to develop, enhance, and deliver training for both new hires and current team members. The ideal candidate is highly organized, collaborative, and adept at translating regulatory requirements into clear, practical, and user-friendly learning resources.
Key Responsibilities:
Lead and support training initiatives for the mortgage production team, including delivery of select training sessions and ongoing program improvements.
Partner with Mortgage Production and Compliance leaders to identify training needs and support effective rollout of policy and process changes.
Manage and administer the learning management system (LMS), including course assignments, tracking, and reporting.
Develop and maintain training materials, job aids, and reference resources based on company policies, procedures, and regulatory requirements.
Support change management by documenting updates, communicating changes, and reinforcing adoption across the production team.
Qualifications:
· Bachelor's degree in finance, business, communications, teaching or other related field preferred.
· Experience in mortgage underwriting, operations, training, and/or compliance.
· Exceptional written and verbal communication and presentation skills.
· Engaging and dynamic personality with the ability to motivate and inspire a team.
We offer a competitive compensation package to include base salary, medical, dental and life insurance benefits, 401K, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.
$51k-80k yearly est. 1d ago
Learning Design Intern
Conference of State Bank Supervisors (CSBS 3.7
Washington, DC job
Unlock Your Potential with the CSBS Summer Internship Program
For more than 110 years, the Conference of State Bank Supervisors (CSBS) has been uniquely positioned as the only national organization dedicated to advancing the nation's dual-banking system, strengthening consumer protection, and promoting safe and sound financial supervision. Every day, we work alongside state regulators to oversee the financial services industry, foster economic growth, and drive innovative, responsive regulation. Our goal? To be the recognized leader in enhancing the quality and effectiveness of state financial oversight.
Are you ready to kickstart your career in the vibrant heart of the nation's capital? The CSBS Summer Internship Program offers undergraduate, graduate, and law school students an unparalleled opportunity to gain hands-on experience, expand their professional network, and make a tangible impact in the world of financial policy and regulation.
This dynamic 12-week paid internship immerses you at the intersection of policymaking, technology, business, planning, and regulation. You'll work on meaningful, high-impact projects aligned with your background and interests, gaining exposure to industry leaders, policy experts, and fellow emerging professionals. In addition to your individual assignments, you'll collaborate with a cohort of interns on a strategic enterprise-wide project that will leave a lasting impact on CSBS. Commuter benefits are also provided.
If you're passionate about government, law, technology, public policy, business, or non-profit work, this internship is your gateway to professional growth and real-world impact.
Are you ready to explore, learn, and lead? Join us this summer at CSBS in Washington, DC, and take the next step in your career!
Values Instilled Behaviors for Excellence (VIBE)
At CSBS, work-life balance isn't just a policy; it's our VIBE! We recognize that our team members have lives that deserve attention and care. That's why we create strong, supportive relationships that help everyone grow both professionally and personally. We honor each other's expertise and speak the truth, even when it's a bit awkward. And guess what? This honesty creates a vibe of respect and trust that powers our efficiency and our excellence. It lets us chase those career goals while also nurturing our personal pursuits. At CSBS, you can thrive at work and at home-it's the best of both worlds!
Just like a healthy work-life, collaboration is an essential part of CSBS's mission. In fact, it is the heartbeat of everything we do! We're all about pitching in, giving props to our colleagues, and having each other's backs. This allows us to push ourselves to our maximum potential and embrace those bold risks and innovative solutions. No matter what comes our way, our commitment to communication and teamwork strengthens us. We at CSBS are on mission and on the move, tackling all challenges together!
Intern Position Summary
The Learning Design Intern will work with the Workforce Development and Learning Technology & Design teams, which are responsible for the design, development, and delivery of CSBS-created learning content for state examiner education. This internship will provide both administrative and creative support in the re-design of CSBS learning materials based on adult learning strategies.
Essential Functions
Redesign the training program content and materials for consistency and alignment.
Prepare and organize digital assets for content and material design.
Categorize and provide initial priority of content in course catalogs.
Coordinate the creation of transcripts for existing on demand modules.
Support processes for learning management system configuration.
Coordinate certification program data for alignment with CSBS systems.
Additional Information
There may be an opportunity to observe and provide onsite support for a CSBS learning program.
Education and Experience
Currently pursuing a degree in learning or instructional design or related field.
Demonstrated interest or prior experience in learning design, workforce development, or graphic arts.
Knowledge, Skills, and Abilities
Strong organizational skills and attention to detail.
Strong verbal, written, and interpersonal communication skills.
Ability to manage multiple tasks and meet deadlines.
Proficiency with Microsoft Office applications.
Experience with Adobe Creative Suite and Articulate 360 is preferred.
Requirements
Due to the nature of CSBS's business in support of state financial services supervision, all CSBS employees have the potential of interacting with confidential information related to the supervision of financial services companies ("Confidential Supervisory Information"). As a result, in addition to general business conflicts of interest, all CSBS employees are expected to disclose conflicts of interest in financial services companies on at least an annual basis and to proactively avoid such conflicts.
Protect the confidentiality, integrity, and availability of CSBS information and information systems in accordance with CSBS policies and procedures.
Candidate must be in the DC area and able to work in the CSBS office as needed.
Compensation at CSBS
At CSBS, salary offers are determined within the established range based on a candidate's experience, education, and the market demand for the role. Where appropriate, we also carefully benchmark against similar internal positions to ensure equity and consistency.
In addition to competitive salaries, CSBS offers a comprehensive benefits package, a flexible hybrid work environment, and an inclusive culture. Learn more about our benefits, culture, and work environment by visiting CSBS Careers.
Sponsorship
Please note that CSBS is not able to provide employment sponsorship for this position.
$55k-72k yearly est. 3d ago
Part Time Teller (Colonial Ave Branch) (Every Saturday)
Atlantic Union Bank 4.3
Roanoke, VA job
This position is responsible for providing a best in class customer experience while processing transactions, servicing existing and potential customers, and contributing to branch sales goals.
Accountabilities
Provide excellent customer experience
Perform basic customer and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Other duties as assigned
Organizational Relationship
This position is supervised by the assigned leader of the branch.
Position Qualifications
Education & Experience
High school diploma or equivalent required
Previous cash handling experience preferred
Previous customer service experience required
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$27k-34k yearly est. 5d ago
Corporate and Foundation Relations Officer
Kentucky Society of Association Executives Inc. 3.5
Washington, DC job
Working closely with the Executive Director and Director of Development, he/she will develop and manage a multi-year plan related to foundation and corporate grant funding including cultivation, stewardship and retention strategies. Responsibilities include researching and identifying prospective sources of support, proactively seeking opportunities, generating presentations and proposals, securing new revenue sources and reporting on outcomes. The position is responsible for the entire process of submitting proposals - from initial outreach, letters of inquiry, producing (including coordinating, writing, and compiling) proposal request submissions, ensuring stewardship, and submitting required interim and final reports.
The Corporate and Foundation Relation Officer is responsible for managing the Corporate Alliance Membership, and hitting annual revenue targets for the largest single Foundation revenue stream representing more than $1M annually. This includes developing strong relationships with members of the Alliance and networking with their organizations to foster a strong understanding of their business goals and metrics. This is essential in order to ensure a sustainable value proposition that is relevant and compelling in order to renew existing members, and to attract and expand the Corporate Alliance beyond the current member companies. The Alliance meets twice annually at APA Headquarters for APA Leadership and programmatic updates. Corporate Alliance Members will periodically have meetings with APAs CEO and Medical Director, APAs Chief of Advocacy, Chief of Education etc. requiring the Corporate and Foundation Relations Officer to develop agendas and facilitate meetings with APA's most senior leaders. This position is responsible for networking into Corporate Alliance Member Foundations to identify and secure funding in support of APAF's signature NTA programs.
Duties & Responsibilities
Lead the identification, cultivation, solicitation, stewardship and reporting of a portfolio of corporate and foundation prospects/donors.
Develop presentations and proposals to win programmatic funding
Execute and manage the grant application process
Provide consistent reporting/metrics to funders and APA/APAF leadership regarding programmatic outcomes
Maintain strong relationships with APA leadership and key external stakeholders, including senior leaders at within Corporate Alliance Members
Renew Corporate Alliance Member contracts while developing a plan to expand the membership.
Develop plan to expand reach into more Corporate Alliance Foundations.
Ensure the timely collection of Corporate Alliance dues.
Leverage prospect research tools (WealthEngine, Foundation Directory Online, etc.) to create appropriately targeted solicitations
Facilitate high touch relationships with donors and prospects including in-person presentations and solicitation (some travel required).
Develop briefing reports and presentations for internal and external meetings.
Stay abreast of the corporate/foundation giving landscape, trends and opportunities to utilize connections and best practices.
Identify and grow a portfolio of private foundations and corporations.
Determine priorities and develop multi-year plan to achieve.
Develop prospectus to promote and secure sponsorships for APAF's annual benefit and special events.
Develop and implement moves management strategy to increase giving level of current Corporate Alliance donors.
Working with APAF's Program Directors, identify new opportunities to support and expand the Foundation's programs, fellowships, awards, professional education, public outreach and related work.
Including Manage Data Analytics, including track prospects at all stages of the giving cycle, providing regular analysis and metrics on programs; and identify strengths and opportunities for growth.
Other Duties as Assigned
Competencies
The Associate Director's performance on these duties and responsibilities will be measured using the following competencies:
SCOPE & IMPACT
Responsible for securing $1M through Corporate Alliance Members
Responsible for the strategy and daily activities of all aspects of corporate alliance of APAF
Requires thorough knowledge of corporate and foundation relationship management
Ability to strategically cultivate and navigate senior relationships VP, SVP level relationships at Fortune 100 corporations
Success is frequently measured by metrics associated with completing a functional set of department or program projects or initiatives and demonstrating defined organizational work environment behavior
COMPLEXITY, PROBLEM SOLVING & DECISION-MAKING
Guidelines allow more latitude because they may be less specific
The selection and interpretation of guidelines involves choosing from alternatives where all are correct but one is better than another depending on the given circumstances
Contributes to budgetary goals through proper administration of projects/activities
Identifies novel and complex problems and issues. Designs and implements solutions with management approval. Designs are likely to include alternatives
Recognizes complex problems and escalates them to the appropriate level
RELATIONSHIP MANAGEMENT & AUTHORITY
Relationships span levels internally and externally and center on partnering with clients/customers and organizational partners
Uses diplomatic skills to obtain trust and cooperation in order to resolve issues and/or non-routine matters, manage projects, or achieve appropriate solutions
Likely to represent the organization as a liaison to APA governance and other external coalitions and audiences with feedback provided to management
ORGANIZATIONAL KNOWLEDGE
Demonstrates expert knowledge of APA Foundation's processes, relationships, and responsibilities as well as the interactions within the organization
Demonstrates expert knowledge of APA Foundation programs to represent and present to prospective and existing corporate and foundation clients
SUPERVISION
Coaches and mentors junior level staff
REQUIRED SKILLS, EXPERIENCE, AND QUALIFICATIONS
BA/BS and at least 8+ years of relevant experience and/or sufficient relevant work experience in foundation fundraising and/or corporate business development experience, preferably within the pharmaceutical industry or medical membership association, health care organization.
Proven success in securing/structuring/ negotiating corporate and foundation partnerships, sponsorships and/or gifts through personal solicitation and prospect management. He/she should be able to demonstrate successful experience and effectiveness in prospect identification, relationship building, solicitation, closing, stewardship, and data analytics.
Demonstrated success securing gifts from local, regional, and national foundations.
Strong relational and interpersonal skills, poise and ability to work with C-level business and community leaders, board members, major corporate/foundation leaders.
Excellent verbal and written communication and interpersonal and organizational skills; strong attention to detail; goal and results-oriented; self-motivated; and the ability to make independent decisions. Writing samples required.
Collaborative and team-oriented individual; demonstrate sound judgment when dealing with a wide range of relationships and situations; possess the ability to maintain enthusiasm for hard work, changing priorities, and multiple deadlines; and have the ability to interact well with a diverse community of constituents.
A demonstrated commitment to the Foundation's core values and mission.
A demonstrated ability to work in team-oriented environment.
Preferred Qualifications
Master's degree and/or CFRE certification preferred.
Experience with Salesforce Non Profit Success Pack (NPSP), and Foundation Directory Online.
Strong PowerPoint and other presentation software skills.
EOE, including disability/vets
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$100k-166k yearly est. 2d ago
Data Analytics Intern
Conference of State Bank Supervisors (CSBS 3.7
Washington, DC job
Unlock Your Potential with the CSBS Summer Internship Program
For more than 110 years, the Conference of State Bank Supervisors (CSBS) has been uniquely positioned as the only national organization dedicated to advancing the nation's dual-banking system, strengthening consumer protection, and promoting safe and sound financial supervision. Every day, we work alongside state regulators to oversee the financial services industry, foster economic growth, and drive innovative, responsive regulation. Our goal? To be the recognized leader in enhancing the quality and effectiveness of state financial oversight.
Are you ready to kickstart your career in the vibrant heart of the nation's capital? The CSBS Summer Internship Program offers undergraduate, graduate, and law school students an unparalleled opportunity to gain hands-on experience, expand their professional network, and make a tangible impact in the world of financial policy and regulation.
This dynamic 12-week paid internship immerses you at the intersection of policymaking, technology, business, and regulation. You'll work on meaningful, high-impact projects aligned with your background and interests, gaining exposure to industry leaders, policy experts, and fellow emerging professionals. In addition to your individual assignments, you'll collaborate with a cohort of interns on a strategic enterprise-wide project that will leave a lasting impact on CSBS. Commuter benefits are also provided.
If you're passionate about government, law, technology, public policy, business, or non-profit work, this internship is your gateway to professional growth and real-world impact.
Are you ready to explore, learn, and lead? Join us this summer at CSBS in Washington, DC, and take the next step in your career!
Values Instilled Behaviors for Excellence (VIBE)
At CSBS, work-life balance isn't just a policy; it's our VIBE! We recognize that our team members have lives that deserve attention and care. That's why we create strong, supportive relationships that help everyone grow both professionally and personally. We honor each other's expertise and speak the truth, even when it's a bit awkward. And guess what? This honesty creates a vibe of respect and trust that powers our efficiency and our excellence. It lets us chase those career goals while also nurturing our personal pursuits. At CSBS, you can thrive at work and at home-it's the best of both worlds!
Just like a healthy work-life, collaboration is an essential part of CSBS's mission. In fact, it is the heartbeat of everything we do! We're all about pitching in, giving props to our colleagues, and having each other's backs. This allows us to push ourselves to our maximum potential and embrace those bold risks and innovative solutions. No matter what comes our way, our commitment to communication and teamwork strengthens us. We at CSBS are on mission and on the move, tackling all challenges together!
Intern Position Summary
The Data Analytics Intern will work with the Data Analytics team. The Data Analytics team is tasked with providing state agencies and CSBS staff with useful data about the financial services companies regulated by state agencies and about the state regulatory agencies themselves. The team distributes analysis in the form of quarterly publications, as well as interactive dashboards that allow users to explore large volumes of data. The Data Analytics intern will gain experience creating web-based data gathering tools and planning for/implementing a modernized data analytics environment.
Essential Functions
Simplify the data flow process between CSBS and state regulatory agencies.
Help with creating and editing profile surveys with multiple question types.
Plan for and implement a modernized data analytics environment.
Build dashboards and reports.
Participate in agile development process.
Understand the business of financial supervision.
Learn about automation using python and modeling using RStudio.
Education and Experience
Currently pursuing a degree in Data Science, Information Systems, Business Administration, or a related field.
Experience with HTML, at least one modern programming language, and database technology.
Knowledge, Skills, and Abilities
Technical comprehension.
Knowledge of financial regulatory analysis.
Requirements
Due to the nature of CSBS's business in support of state financial services supervision, all CSBS employees have the potential of interacting with confidential information related to the supervision of financial services companies ("Confidential Supervisory Information"). As a result, in addition to general business conflicts of interest, all CSBS employees are expected to disclose conflicts of interest in financial services companies on at least an annual basis and to proactively avoid such conflicts.
Protect the confidentiality, integrity, and availability of CSBS information and information systems in accordance with CSBS policies and procedures.
Candidate must be in the DC area and able to work in the CSBS office as needed.
Compensation at CSBS
At CSBS, salary offers are determined within the established range based on a candidate's experience, education, and the market demand for the role. Where appropriate, we also carefully benchmark against similar internal positions to ensure equity and consistency.
In addition to competitive salaries, CSBS offers a comprehensive benefits package, a flexible hybrid work environment, and an inclusive culture. Learn more about our benefits, culture, and work environment by visiting CSBS Careers.
Sponsorship
Please note that CSBS is not able to provide employment sponsorship for this position.
$48k-67k yearly est. 4d ago
Director, People Compliance & Relations - Enterprise Leader
Support Center 3.8
Washington, DC job
A leading food company based in Washington, DC, is seeking a Director, Team Member Relations & Compliance to oversee employment compliance across multiple jurisdictions. This role requires a strong background in employment law, 8-10 years of HR experience, and the ability to manage compliance-related issues effectively. The successful candidate will collaborate with legal, operations, and HR teams to ensure adherence to policies and regulations while fostering a positive work environment. Strong leadership and project management skills are essential.
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$96k-126k yearly est. 4d ago
Enterprise Risk Management Winter Intern
Conference of State Bank Supervisors (CSBS 3.7
Washington, DC job
Unlock Your Potential with the CSBS Winter Internship Program
For more than 110 years, the Conference of State Bank Supervisors (CSBS) has been uniquely positioned as the only national organization dedicated to advancing the nation's dual-banking system, strengthening consumer protection, and promoting safe and sound financial supervision. Every day, we work alongside state regulators to oversee the financial services industry, foster economic growth, and drive innovative, responsive regulation. Our goal? To be the recognized leader in enhancing the quality and effectiveness of state financial oversight.
Are you ready to kickstart your career in the vibrant heart of the nation's capital? The CSBS Winter Internship Program offers undergraduate, graduate, and law school students an unparalleled opportunity to gain hands-on experience, expand their professional network, and make a tangible impact in the world of financial policy and regulation.
This dynamic paid internship immerses you at the intersection of policymaking, technology, business, and regulation. You'll work on meaningful, high-impact projects aligned with your background and interests, gaining exposure to industry leaders, policy experts, and fellow emerging professionals. In addition to your individual assignments, you'll collaborate with a cohort of interns on a strategic enterprise-wide project that will leave a lasting impact on CSBS. Commuter benefits are also provided.
If you're passionate about risk management, government, law, technology, public policy, business, or non-profit work, this internship is your gateway to professional growth and real-world impact.
Are you ready to explore, learn, and lead? Join us this Winter at CSBS in Washington, DC, and take the next step in your career!
Values Instilled Behaviors for Excellence (VIBE)
At CSBS, work-life balance isn't just a policy; it's our VIBE! We recognize that our team members have lives that deserve attention and care. That's why we create strong, supportive relationships that help everyone grow both professionally and personally. We honor each other's expertise and speak the truth, even when it's a bit awkward. And guess what? This honesty creates a vibe of respect and trust that powers our efficiency and our excellence. It lets us chase those career goals while also nurturing our personal pursuits. At CSBS, you can thrive at work and at home-it's the best of both worlds!
Just like a healthy work-life, collaboration is an essential part of CSBS's mission. In fact, it is the heartbeat of everything we do! We're all about pitching in, giving props to our colleagues, and having each other's backs. This allows us to push ourselves to our maximum potential and embrace those bold risks and innovative solutions. No matter what comes our way, our commitment to communication and teamwork strengthens us. We at CSBS are on mission and on the move, tackling all challenges together!
Intern Position Summary
The Enterprise Risk Management Intern will work with the Enterprise Risk Management (ERM) team. The ERM initiative at CSBS was formed to empower the organization with a proactive approach to managing risks and enhancing resilience. The ERM team works across business units to identify, assess, respond, monitor and manage risks while fostering a culture of risk awareness and accountability.
As an ERM intern, you will play a critical role in advancing the development of the ERM program. You will gain valuable experience in building an ERM framework, collaborating with cross-functional teams, and contributing to organizational success through strategic risk management.
Essential Functions
Assist with ERM program development tasks such as risk registers, project plans and dashboards.
Support the development of ERM reports, presentations, and dashboards.
Research emerging risks and industry trends.
Collaborate with cross-functional teams to gather and synthesize information on risk-related activities.
Assist in developing, maintaining, and enhancing the ERM intranet site, ensuring it is updated with relevant resources and tools.
Participate in ERM-related meetings, prepare meeting materials, take notes, and track follow-up actions.
Draft and edit policy documents, guidelines, and templates to support the organization's risk management framework.
Education and Experience
Currently pursuing a degree in risk management, business, management, public administration, or a related field.
Experience in project management or writing business analysis.
Knowledge, Skills, and Abilities
Knowledge of risk management, organizational management, or business analysis.
Proficiency in Microsoft Office tools such as Excel, Word, PowerPoint, Outlook, and Teams.
Experience with Microsoft Project or Planner is a plus.
Strong communication and collaboration skills.
A proactive attitude toward teamwork and learning.
Requirements
Due to the nature of CSBS's business in support of state financial services supervision, all CSBS employees have the potential of interacting with confidential information related to the supervision of financial services companies ("Confidential Supervisory Information"). As a result, in addition to general business conflicts of interest, all CSBS employees are expected to disclose conflicts of interest in financial services companies on at least an annual basis and to proactively avoid such conflicts.
Protect the confidentiality, integrity, and availability of CSBS information and information systems in accordance with CSBS policies and procedures.
Compensation at CSBS
At CSBS, salary offers are determined within the established range based on a candidate's experience, education, and the market demand for the role. Where appropriate, we also carefully benchmark against similar internal positions to ensure equity and consistency.
In addition to competitive salaries, CSBS offers a comprehensive benefits package, a flexible hybrid work environment, and an inclusive culture. Learn more about our benefits, culture, and work environment by visiting CSBS Careers.
Sponsorship
Please note that CSBS is not able to provide employment sponsorship for this position.
$80k-116k yearly est. 4d ago
Director of Intelligent Routing Product Strategy
Capital One National Association 4.7
McLean, VA job
A leading financial services company is seeking a Director of Product Management for their Intelligent Routing suite in McLean, Virginia. This role involves leading product strategy, optimizing agent workflows, and collaborating across departments to enhance customer experiences. The ideal candidate should have at least 7 years of experience in product management, a strong quantitative background, and proficiency in creating consumer-oriented digital solutions. This position offers a competitive salary range and benefits.
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$108k-138k yearly est. 5d ago
Trust Advisor III (Danville, Northern Virginia, Chesapeake, or Richmond Markets)
Atlantic Union Bank 4.3
Danville, VA job
Performs assigned responsibilities in compliance with all job-relevant legal and regulatory requirements.
Maintains current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities.
Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
Represents the bank in key community activities, including business, charitable, civic and social organizations to maintain a proper responsible citizen stature for the bank.
Performs other duties that may be assigned.
Adheres to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
Perform and coordinate client estate planning.
Perform detailed estate and trust administration.
Promotes new business from prospective and existing trust clients.
Develop and maintain long-term client relationships by providing excellent customer service.
Handle daily incoming customer calls and inquiries in a professional manner.
Develop referral sources and secure new customers in effort to assist with the business development strategy.
Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
Identifies and refers business to other areas within the Bank as appropriate.
Maintain and service existing clients.
Work with investment, tax and legal professionals to meet client needs, goals and objectives.
May have some sales responsibility commensurate with experience and composition of book of business.
Ability to handle all aspects of our most complex relationships through a coordinated effort between internal teammates and other external professionals.
Organizational Relationship
This position reports to Head of Trust and Estate Services
Position Qualifications
Education & Experience
Bachelor's degree.
CFP, CTFA, CPA, MBA or law degree strongly preferred.
5+ years of legal, tax, trust and estate planning and or administration experience, preferably in a bank trust environment with trust and estate laws and regulations experience or an estate and trust legal department or firm.
Knowledge & Skills
Advanced analytical and problem-solving skills.
Strong written and verbal communication skills.
Superior interpersonal skills.
Superior client service skills.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$90k-139k yearly est. 1d ago
Mortgage Occupancy Field Inspector
GIS Field Services 4.4
Cape Charles, VA job
GIS Field Services, Inc. has been in the mortgage field inspection industry for over 20 years and is based out of Dallas, TX. We are looking to hire Mortgage Occupancy Field Inspectors to perform residential property inspections on behalf of mortgage lenders. Our independent contractors enjoy a flexible schedule while earning weekly pay. Please visit our website to learn more about us and the industry. ************************
Job Title:Mortgage Occupancy Field Inspector County Coverage: Northampton Inspection Vol. per Month: 2
Preferred Experience:
We are looking for knowledgeable and experienced inspectors:
Aspen Grove ABC#
Have used at least one of the industry standard smart phone apps: InspectorADE (what GIS uses), EZ Inspections or SafeView inspect
Currently conducting occupancy inspections (or have in the past)
Mortgage Property Inspection Overview:
Mortgage lenders require periodic updates on the properties they have financial interest in. The lender contracts with GIS to have inspectors go out to verify the property occupancy, report general property conditions, letter delivery/posting, vacant interior walkthrough or insurance repair progress report. Majority of our inspections are basic exteriors where some do require contact by door knock or letter delivery. In addition, there will be some inspections which require interior access to secured/vacant properties and appointment based insurance loss inspections.
Job Responsibilities:
Requires being able to spend extended periods of time driving
Efficient time management to route and complete inspections with an estimated 3-5 day turnaround time in your agreed territory
Make a determination of occupancy based on industry standards and report general property conditions
Using a mobile app to obtain all photographs, comments, and form documentation
Consistent communication with your inspection manager via text, email and phone
Requirements:
Valid US drivers license
Aspen Grove ABC #
Computer with an internet connection
Fuel efficient vehicle
iPhone or Android
Printer
Office supplies (paper, envelopes, ink)
HUD keys (set of 11)
Daylight hour availability
Volt stick (preferred)
Pay and Hours:
Set rate per inspection is estimated at $15-$20+ per hour based on the number of inspections performed
**This will vary depending on location, volume and efficiency.**
Inspections are paid out every Friday by direct deposit for work completed the prior week
Depending on the territory you should expect to work 5-15+ hours per week
The job is a 1099 Independent Contractor position
$15-20 hourly 6d ago
Client-Focused Investment Professional Associate
Jpmorgan Chase & Co 4.8
Washington, DC job
A leading financial institution is seeking an Investment Professional to provide daily support to clients in managing their relationships. You will advise on trades, monitor risks, and handle client documents. The ideal candidate should have a Bachelor's degree, relevant licenses, and expertise in PowerPoint and Excel. This role emphasizes exceptional interpersonal skills and a self-starter attitude. Join us to enhance your career within a collaborative team environment.
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$80k-114k yearly est. 3d ago
Branch Manager Farragut North, Washington DC, Assistant Vice President
Citigroup Inc. 4.6
Washington, DC job
Branch Manager SAFE Act
The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams.
Responsibilities
Administer branch sales, service, control and management of human resources
Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service
Execute planning and budgeting activities to ensure branch annual goals are met
Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all staff
Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction
Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings
Identify training needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions and terminations
Lead the recruitment/selection of staff across sales and operations roles within the branch and onboarding
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications
5-8 years of relevant experience required
Previous experience in banking or financial industry preferred
Proven experience managing teams
Consistently demonstrates clear and concise written and verbal communication skills
Consistently demonstrates analytic skills
Education
Bachelor's Degree/University degree or equivalent experience
Job Family Group
Consumer Sales
Job Family
Branch Sales
Time Type
Full time
Primary Location
Washington District Of Columbia United States
Primary Location Full Time Salary Range
$76,480.00 - $114,720.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date
Oct 24, 2025
Equal Opportunity Statement
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$76.5k-114.7k yearly 2d ago
Member Service Representative - Contact Center
United States Senate Federal Credit Union 3.9
United States Senate Federal Credit Union job in Verona, VA
Job Description
Mission:
In the Senate Community tradition of service, we strive to improve the financial wellness of our members throughout all stages of life by integrating sustainability and security into every financial solution.
Culture Competencies: S.T.R.I.V.E
Maintains our members' and employees' trust by safeguarding their financial data and information.
Values and respects everyone's abilities, opinions and feedback to achieve trust, safety, and well-being in a friendly, welcoming and cooperative environment. Actively devoted to our motto of 'better together'.
Is honest, professional, authentic, and genuine in creating relationships that are uncompromising and true to ethical principles.
Generates new ideas, supports change, provides new efficient solutions and solves problems creatively while balancing risk.
General Summary
The primary purpose of this position is to assist USSFCU in living out our cultural values of relationship and service focused as we create and maintain authentic and genuine relationships with members and employees. Under general supervision, but in accordance with established policies and procedures, provides quality service to all members via the call center channel with a positive and helpful demeanor. The MSR I determines member needs, promotes and refers the appropriate products and services. Opens new accounts and shares while building rapport with the member as a trusted financial partner in order to build the member relationship. Assists members in identifying account issues and provides resolution. Works with the Call Center Team to achieve and exceed prescribed sales and service goals.
Major Duties & Responsibilities
Represents the Credit Union in a courteous, engaging, professional manner and provides excellent member service to both members and internal teammates. Is efficient, results driven, and accurate. Understands the impact of their behavior and performance on the credit union, the members, potential members and teammates.
Able to navigate through multiple computer applications and screens, while simultaneously engaging with members either in person or by phone. Utilizes other channels such as email or chat to communicate with members. Performs file maintenance and processes changes on member accounts, to include but not limited to, address changes and name modifications. Able to problem solve and find solutions.
Conducts consultative interviews and actively listens in order to assess member's financial needs. Identifies products and services appropriate to the members' situation. Opens new accounts accurately and promptly.
Is accountable to ensure that any exceptions and errors are minimal. All exceptions and errors promptly addressed and corrected.
Provides accurate information as they assist members with all general inquiries regarding accounts, products and services. As appropriate, advises members of regulations applicable to these policies and procedures.
Processes member electronic transaction requests such as share to loan payment transfers, check orders, etc. Responds to member inquiries regarding account errors, discrepancies or other concerns. Provides solutions for the immediate situation as well as to help prevent possible recurrence of the same issue.
Actively engages and participates in training, coaching sessions, team meetings, group discussions and motivational/ promotional activities with the organization. Completes assigned training initiatives as required within the prescribed timeframe.
Works with other team members and departments to provide assistance and resolution to member inquiries.
Works 'Better Together' with other team members to promote teamwork, unity, and consistent operations. Works with the credit union team to meet and exceed departmental and organizational goals as well as any assigned individual goals. Is results driven, possesses a high sense of urgency and is self-motivated to succeed. Able to multitask, requiring good organizational skills.
Complies with all applicable Rules, Regulations and Statutes of the NCUA and other appropriate governing bodies to include but not limited to: the Credit Union Bylaws, Credit Union Code of Conduct, Credit Union Employee Guidebook, Bank Secrecy/Anti-Money Laundering Act, Fair Housing Act, Fair Lending Act, and Fair Credit Reporting Act.
Ability to perform duties defined in Credit Union Security Program and Disaster Recovery Plans.
Non-essential Duties & Responsibilities
Performs other duties as assigned.
Education and Experience: Bachelor's degree or High school diploma/equivalent and 1-year general work experience in a call center or customer service-based environment. Knowledge of consumer lending, or new account opening in a financial setting are preferred, but not required.
Skills: Knowledge of PC applications including word and excel are required. Good organizational skills, the ability to multi-task and attention to detail are required.
Communication: Requires excellent interpersonal skills, the ability to communicate through multiple channels and the ability to listen to member needs and to advise appropriate Credit Union products and services.
Supervisory: None Required.
Time in Service: None Required.
Salary Range: Staunton/Waynesboro/Harrisonburg $37,655.58 - $56,438.37
Benefits: Health Insurance including Medical, Dental, Prescription, Vision, 401(k) Retirement Plan, Incentive bonus, 12 Holidays, 15 Vacation days, 9.75 Sick days, Flexible Spending Account, Life Insurance, Free parking or Metro Smart Benefits and Tuition reimbursement.
Equal Opportunity Employer/Veterans/Disabled
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, or protected veteran status, and will not be discriminated against on the basis of disability.
$37.7k-56.4k yearly 18d ago
Learn more about Us Senate Federal Credit Union jobs
Zippia gives an in-depth look into the details of Us Senate Federal Credit Union, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Us Senate Federal Credit Union. The employee data is based on information from people who have self-reported their past or current employments at Us Senate Federal Credit Union. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Us Senate Federal Credit Union. The data presented on this page does not represent the view of Us Senate Federal Credit Union and its employees or that of Zippia.
Us Senate Federal Credit Union may also be known as or be related to U.S. Senate Federal Credit Union, Us Senate Federal Credit Union and Us Senate Federal Cu.