Member Service Representative jobs at Us Senate Federal Credit Union - 254 jobs

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: Metropolitan Area (DC, MD, VA) Minimum $47,772.01 - $71,658.01 Maximum 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. Benefits: 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.

A leading financial services company seeks an experienced AI/ML specialist to deliver innovative products aimed at transforming customer interactions. The role demands expertise in natural language processing, machine learning, and large language models. Candidates should possess a robust educational background in quantitative fields, significant experience with AWS, and proficiency in programming languages such as Python or R. This position emphasizes continuous learning and implementing advanced technological solutions for enhanced user experiences. #J-18808-Ljbffr

At SDFCU, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more. Benefits and Perks of SDFCU Include: Diversity and Inclusion: Work in an environment that values and respects all team members Paid Holidays: Enjoy 12 paid holidays a year, including your birthday Flexible Work Options: Potential work-from-home options after the introductory period Generous Paid Time Off: Ample vacation and personal days to maintain a health work-life balance Tuition Reimbursement: Support for your ongoing education and career development Commute/Parking Incentives: Financial incentives for your daily parking Comprehensive Insurance: Access to excellent medical, dental, and vision insurance packages Gym Reimbursement: Stay healthy with our gym membership reimbursement program Team Bonding: Participate in company and team bonding events that foster a collaborative work environment Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth. State Department Federal Credit Union is seeking a Loan Servicing Representative II to support key functions in loan processing, member support, and financial counseling. Essential Duties and Responsibilities: Process monthly Moneyline review reports Process charge-offs via Episys Manage CheckSystems reporting Oversee lien recordation Title follow-up with DMVs and dealerships Support members through credit counseling and financial wellness education. Managing the BALANCE program and vendor relationship Review third-party counseling proposals Handle total loss claims Post payoff checks Prepare title documents for release. Qualifications Required Skills and Competencies: Minimum of 4 years credit union or financial institution experience related to consumer loan products and the servicing of loans and insurance products. Episys, Streamlend, MeridianLink and FDR experience are a plus. Business degree or related Credit Union, Consumer Lending experience helpful. Excellent interpersonal, verbal and written communication skills. Excellent organizational skills and attention to details. Consumer Credit Counseling Certification helpful. Ability to perform multiple tasks accurately and meet strict deadlines. Demonstrated expertise using Microsoft Office suite. Ability to work flexible hours, to include working overtime and weekend hours, with minimal advance notice.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Roanoke. Find out why we're the #1 financial services company to grow YOUR career. Apply today. Consumer Lending businesses empower millions of customers to achieve their dreams every day. Whether it's buying a home, purchasing a car, funding a significant purchase, or making important daily credit card purchases, Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services. In this role you will: * Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment * Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems * Regularly receive direction from supervisor and escalate questions and issues to more senior employees * Interact with team on basic information, plus internal or external customers Required Qualifications: * 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues * Ability to execute in a fast paced, high demand, metric driven call center environment * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy * Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information * Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: * Must be able to attend full duration of required training period * This position is not eligible for Visa sponsorship * Ability to work additional hours as needed * Schedule may be eligible for a shift differential under the terms of the shift differential policy * Must work on-site at the location posted Training Schedule: * Training class will be for 8 weeks, 8:00am - 4:30pm Monday-Friday. Work schedule after training will be provided prior to start date. * We're open from Sunday - Saturday, 7:00 am - 8:00pm (EST). * Your regular work schedule will be based on business need and will include working a weekend day and some holidays. Job Location: * 7711 Plantation Rd Roanoke VA 24019 @RWF22 Posting End Date: 22 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

JOIN OUR DYNAMIC TEAM! Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I. We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork. THIS IS NOT A REMOTE POSITION. Essential Functions: Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information. Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision.. Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required. You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals. Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc) Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish. Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums. Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds. Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base. Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts. Maintain professional appearance. Maintain excellent attendance record, including punctuality and preparation. Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to: Make a difference in the lives of our members by helping them navigate their financial journeys. Work alongside passionate professionals who share your enthusiasm for lending and member service. Enjoy a competitive compensation, benefits, and opportunities for professional growth. If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today! Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time. JOIN OUR DYNAMIC TEAM! Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I. We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork. THIS IS NOT A REMOTE POSITION. Essential Functions: Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information. Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision.. Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required. You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals. Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc) Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish. Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums. Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds. Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base. Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts. Maintain professional appearance. Maintain excellent attendance record, including punctuality and preparation. Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to: Make a difference in the lives of our members by helping them navigate their financial journeys. Work alongside passionate professionals who share your enthusiasm for lending and member service. Enjoy a competitive compensation, benefits, and opportunities for professional growth. If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today! Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time. Qualifications: Education : · HS Diploma or equivalent required. Experience : · Two years or more in a financial institution with previous consumer lending & deposit account experience is required. · NMLS registration is a plus · Sales experience is a plus Skills Required : · Bilingual English/Spanish fluency required. · Must be service-minded and team oriented. · Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required. · Requires effective member relation/cross selling skills. · Ability to manage multiple priorities. Performance Standards: Meet new accounts goal monthly. Meet Credit Disability monthly goal on eligible loans. Meet Credit Life monthly goal on eligible loans. Meet goal on Mechanical Repair Coverage Policies sold monthly. Meet goal on GAP Policies sold monthly. Meet minimum monthly loan volume goal. Pay rate $23/hr-$28.00/hr, commensurate with experience. This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team. Consumer Loans, Lender, Loan processor, Skills & Requirements Qualifications: Education : · HS Diploma or equivalent required. Experience : · Two years or more in a financial institution with previous consumer lending & deposit account experience is required. · NMLS registration is a plus · Sales experience is a plus Skills Required : · Bilingual English/Spanish fluency required. · Must be service-minded and team oriented. · Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required. · Requires effective member relation/cross selling skills. · Ability to manage multiple priorities. Performance Standards: Meet new accounts goal monthly. Meet Credit Disability monthly goal on eligible loans. Meet Credit Life monthly goal on eligible loans. Meet goal on Mechanical Repair Coverage Policies sold monthly. Meet goal on GAP Policies sold monthly. Meet minimum monthly loan volume goal. Pay rate $23/hr-$28.00/hr, commensurate with experience. This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team. Consumer Loans, Lender, Loan processor,

Description NOTICE: JOB APPLICANTS LIMITED TO DC, MD, OR VA RESIDENTS. Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions. Join Lafayette Federal Credit Union, a proud recipient of USA Today's Top Workplaces of 2024 and 2025 award! We are expanding and looking for exceptional talent to support our members and contribute to our reputation as an employer of choice. Be a key player in our mission to become the premier financial partner for our community. Your skills and dedication are essential to our success. Do you have a passion for people and value friendly, welcoming interactions? Do you value helping people find solutions to their needs? Are you looking for an entry-level career that will position you to learn and grow in the financial services industry? If so, then Lafayette Federal may have the perfect opportunity for you! We are currently seeking a Member Service Representative to join our dynamic team! About us: Our Difference: What makes Lafayette Federal cutting-edge? Lafayette Federal Credit Union is not only a great place to bank, but also a great place to work! In addition to our Top Workplaces recognition by USA Today, we have also been recognized nationally by (1) Newsweek's America's Best Bank's list, (2) we've received a 5-star rating from Bauer financial, and (3) we've also received national recognition by S&P Global' s Top Performing Credit Union's! Our Culture: Lafayette Federal is about inclusion, diversity, high performance, and new opportunities. Teamwork and our sense of community also make Lafayette Federal a great place to work. Each person is valued for his or her unique set of skills. We share a common devotion to the people we serve, participating in charity events throughout each year and giving back to the community. Our Opportunities: Professional development, training, and certification is a priority for our employees. We want you to reach your career goals and provide support that leads to opportunities of advancement within the industry. Requirements About the role: The Member Service Representative is not your typical teller role. You will be joining a dynamic team focused on providing credit union members with an unparalleled customer service experience. As a Member Service Representative, you will be empowered to do what's right for the member because you have a passion for helping others succeed. A day in the life of a Member Service Representative will include: Processing all transactions for members, in person or via telephone including deposits, withdrawals, loan payments, cash advances and transfers. Give prompt, efficient, and accurate service in the processing of all transactions such as opening of new checking/savings accounts, direct deposits, ATM cards, CD/IRA/Money Markets. Cross-selling and promoting Credit Union products and services. Our ideal candidate will have entry-level banking and/or retail experience with cash handling, customer service experience, strong verbal communication, and understands the importance of maintaining confidentiality, privacy and professionalism as a front-line representative of our institution. Top benefits or perks: Joining Lafayette Federal comes with perks to support you in your personal and professional journey. We provide employees with a generous benefits package including: Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan) Fully funded deductible (HMO Plan) 401k employer matching contribution Income protection with life insurance, short and long-term disability Paid time off, holiday leave and birthday leave Educational assistance Commuter benefits program and more! Pay: $38,662 - $45,000 annually (or $18.69 - 21.63/hr) depending on experience and qualifications. Location: This position will be located in Great Falls, VA The job posting highlights the most critical responsibilities and requirements of the job. It is not all-inclusive. There may be additional duties, responsibilities, and qualifications for this job. *Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer *EOE/AA/DISABILITY/VETERAN Salary Description $38,662 - 45,000 Annually (or $18.59 - 21.63/hr)

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Senior Commercial Loan Servicing Representative as part of the Commercial Banking Operations Division. Learn more about the career areas and lines of business at wellsfargojobs.com In this role, you will: Service commercial real estate loans including construction and problem loans, and may include commercial real estate agency loans Provide direct customer service and acts as primary servicing contact for the loan Support less experienced loan administrators in providing resolutions of inquiries and complaints Determine appropriate course of action and conduct investigative steps to fully identify customer issues Perform complex administrative and customer support tasks by managing daily schedules, and providing work direction to the team Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction Review moderately complex loan servicing documentation language, book and fund new loans and modifications, including reviewing of input Monitor collateral and prepare payoff letters, releasing collateral; customer research and billing; obtain insurance information and monitor ongoing coverage Provide subject matter expertise and interpretation of procedures to less experienced individuals Respond independently to complaints escalated at the highest level Provide training and guidance to less experienced loan administrators and perform quality assurance and approve the work of other staff Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 4+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Ability to review and interpret complex commercial loan documents Knowledge of loan documentation Sound analytical skills with high attention to detail and accuracy Experience with Loan IQ, AFS, and ICMP Experience reading, analyzing, and interpreting documents/reports Knowledge of debits and credits Experience resolving and working through escalated and complex customer issues Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Ability to coordinate completion of multiple tasks and meet aggressive time frames Excellent verbal, written, and interpersonal communication skills Ability to interact with all levels of an organization Sound knowledge of Microsoft Office (Word, Excel, and Outlook) skills Job Expectations: Ability to work a hybrid schedule, at least 3 days a week working in office Ability to work additional hours as needed Relocation assistance is not available for this position. Visa Sponsorship not available for this position Posting Location: 7711 Plantation Rd, Roanoke, VA 24019 #CommercialBanking Posting End Date: 5 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 4001 Virginia Beach Blvd Suite 132, Virginia Beach, Virginia 23452 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** . Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 5226 Monticello Avenue Suite F-100, Williamsburg, Virginia 23188 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** .

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT

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

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

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT

As a Financial Services Representative II, you'll be responsible for building and maintaining strong relationships with both new and existing customers while helping them achieve their financial goals. You'll take a proactive approach to customer engagement ensuring that each interaction is meaningful and tailored to that customer's needs allowing you to identify new opportunities for growth and retention. Additionally, you will balance routine transactions and interactions with assisting customers through more complex banking matters while contributing to consistent growth and enhancing the financial well-being of our customers. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including engaging customers in financial needs-based conversations, account servicing, the opening of new products and services, accurately processing transactions, educating customers of self-service options, and referring to partners Delivers exceptional customer experience through proactive engagement, building relationships through meaningful conversations, and anticipating and fulfilling customer needs to deliver solutions that earn the customer's trust Proactively identifies opportunities and generates high-quality referrals to branch associates, internal partners, and external vendor partners in addition to partnering on business development activities to drive business growth and enhance customer satisfaction Assists with the resolution of more complex banking and customer service issues that may require research and/or collaboration with other departments/teams while maintaining ownership of the customer interaction and relationship to deliver informed solutions to our customers. Contributes to the efficient and effective operation of a well-run branch by following established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Responsible for assisting other associates as needed within defined authority limits and supporting branch management in operational tasks Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in and bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and/or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Advanced customer service skills Intermediate verbal, written, and listening skills Intermediate problem solving skills Intermediate collaboration skills Intermediate understanding of banking products and services Advanced adaptability skills Basic prioritization skills Basic proficiency with MS Office Intermediate critical thinking skills Intermediate negotiation skills Intermediate relationship building skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT

Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley. Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 400,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia. Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to: Investing in You: Educational Assistance, encompassing books, lab fees, registration costs, and more. Support for Student Loan Repayment. Abundant Career Growth Opportunities. Time Off That Matters: Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap. Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too! Paid Sick Time for all team members. Financial Security: Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option. Company-covered short- and long-term disability insurance. Complimentary Life Insurance and the choice of additional Voluntary Life Insurance. Flexible Health Care and Dependent Care benefits. Langley Federal Credit Union is currently hiring for a Full Time Financial Service Representative to work in person from our Wards Corner Branch located in Norfolk, VA. Job Summary: Provides members and potential members of Langley with impeccable service throughout our branch network, in person or over the phone. Uses consultative selling to offer financial products and services that meet or exceed members' needs. Identifies opportunities to increase member engagement. Educates members on Langley products and services to improve members' lives by helping them save, borrow, and spend wisely. Essential Functions, Duties, and Responsibilities: Utilizes consultative selling to offer financial products and services that meet or exceed members' needs through outbound calling, relationship building, or in-person conversations. Answers Contact Center calls as needed after cross-training. Processes new accounts, additional share types, and IRAs following policies to ensure compliance with BSA and US Patriots Act laws. Processes consumer loan products and services, including personal, auto, home equity line of credit, and credit cards, ensuring compliance with federal regulations and credit union policies and procedures. Serves as a mentor and role model for all staff including providing on-site training . Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests. Cross-trains to work the teller line to assist as needed, following all policies & procedures . Assists members with all account and loan-related service needs, including offering financial advice to improve their financial well-being. Assists with Online and Telephone banking, including enrollment, general education, troubleshooting, and resetting passwords or security questions. Records every member interaction and follow up utilizing the Customer Relationship Management (CRM) tool and Document Management System. Educates members on Langley products and services, making referrals to internal business partners. Fosters teamwork by professionally interacting with peers, supervisors, and other Langley employees. Serves as a front-line deterrent against fraud and theft, protecting members and the Credit Union. Supports the day-to-day operations and efficiencies of the branch. Complies with all Credit Union policies and regulatory requirements. The ability to work at other branch locations as needed. Qualifications: An associate degree or two years of sales or service experience advising customers when choosing between options or an equivalent combination of education and experience required. One year of financial institution experience is preferred. Our Keys to Success: Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities. Langley Ambassadors - Demonstrates a passion for Langley's vision, encouraging diversity, equity, and inclusion while considering Langley's values when making decisions and taking accountability for delivering results. Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future. Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities. Continuous Learners - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization. Physical Requirements: The physical demands described here must be met by an employee to successfully perform this position's essential functions, duties, and responsibilities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to sit, walk, stand, and drive. Use of hands and fingers required to operate standard office equipment such as a phone, mouse, keyboard, etc. The ability to speak and hear will be necessary for this role. Occasional lifting of up to ten pounds may be required. Specific vision requirements for the job include close vision (at 20 inches or less) and the ability to identify and distinguish colors. Working Conditions: The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This position requires occasional work in outdoor weather conditions at member events, though work will typically be performed in a climate-controlled, indoor environment. The noise level within the work environment can range from quiet to loud. Loud environments will generally occur when attending large member events. The ability to work a flexible schedule, including Saturdays, is required. This job description is not designed to cover or contain a comprehensive listing of functions, duties, or responsibilities required of the employee. Functions, duties, and responsibilities may change, or new ones may be assigned at any time, with or without notice.

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT