Business Loan Advocate II, Business Banking

Detailed Information

LISTED SITE
  • Location: Richmond, VA

  • Company: Capital One

Banking in Richmond, VA

POPULAR
Mortgage Banker - Richmond
1
Mortgage Banker - Richmond
Richmond, VA
Jan 01, 2024

Bank has built strong relationships with realtors and builders across our vast lending footprint and we continue to build key partnerships with state-of-the-art technology. We seek loan originators who want to help cultivate these relationships, build new ones, and work together to grow their business to the next level.

For more information please contact Sarah Helton direct: 847-977-xyz X or xyz X@ What We Offer: Experienced, trusted leadership - CEO is a former Loan Officer and Army Veteran Federal Charter, Mortgage Bankers/Loan Officers can originate in all 50 states as soon as NMLS is transferred Personalized & robust marketing support program(s), mobile app, and CRM give Mortgage

Bankers the edge they need to compete and win (Spanish language marketing materials also available! ) Experienced and highly trained operations staff for Processing, Underwriting, Closing (ALL 100% IN HOUSE) Shared or dedicated Loan Officer Assistants for top producers Loan products for every scenario: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance and Grant Programs, HECM's, Multi-Family, Personal Lending and more!

Secondary Department w/ robust portfolio of investor relationships and direct seller to Fannie Mae, Freddie Mac, Ginnie Mae Regional or dedicated Lock desk support options Coaching programs available

to Sales Managers and Loan Officers looking to grow their business and expand their teams.

Unique company culture where originators are encouraged to build their own brand within The Federal Savings Bank platform Job Requirements: Minimum of 2 years of mortgage lending or retail mortgage banking experience Two or more new purchase loans per month Well-developed referral base, including realtors, past clients, financial planners, attorneys and/or accountants College degree or equivalent work or military experience Knowledge of real estate markets Knowledge of FHA, VA, Conventional and Jumbo loan products preferred Favorable credit history and background check We are seeking experienced Mortgage Professionals with a minimum of 2 years of experience and actively working in the retail mortgage banking industry.

For more information please contact Sarah Helton direct: 847-977-xyz X or xyz X@ Website The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR

POPULAR
Senior Banker - Robinson and Broad Financial Center
1
Senior Banker - Robinson and Broad Financial Center
Richmond, VA
Jan 02, 2024

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! Job Description: This role is responsible for working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists.

The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned

financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care.

The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position. A Senior Banker (responsibilities): Partners daily with financial center teammates to deliver the full suite of advice to help every client navigate their unique life priorities Engages with clients in the lobby to assist, educate and train clients on how to conduct simple transactions through self-service technologies Leverages available resources, technologies, and processes (such as our Client Management Process and Building Relationships with Clients) to optimize the client experience and serve our clients with operational excellence and accuracy Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations You're a person who (required skills): Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.

In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.

Is confident in identifying solutions for helping new and existing clients based on their needs. Has strong written and verbal communications skills. Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. Applies strong critical thinking and problem-solving skills to meet clients' needs.

Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA). Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): An associate's degree or bachelor's degree in business, finance, or a related field.

Experience working in a financial center where goals were met or exceeded. Retail and/or sales experience in a salary plus incentive environment. Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. Experience with financial information, spreadsheets and financial skills. Knowledge of banking products and services. Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills Used in this Role: --- Active Listening--- Business Acumen--- Client and Customer Focus--- Oral Communications--- Problem Solving--- Account Management--- Client Experience Branding--- Client Solution Advisory--- Business Development--- Pipeline Management--- Prospecting--- Referral Identification--- Referral Management Shift:1st shift (United States of America)Hours Per Week: 40

POPULAR
Senior Banker - Patterson Avenue Financial Center
1
Senior Banker - Patterson Avenue Financial Center
Richmond, VA
Jan 05, 2024

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! Job Description: This role is responsible for working full-time within a financial center to uncover the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists.

The Senior Banker will focus the majority of their time working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities where needed. They report to the Financial Center Managers to ensure adherence to operational compliance policies and procedures. Senior Bankers work in assigned

financial centers and partner closely with financial center employees as part of one team that delivers exceptional client care.

The Senior Banker will not provide investment and liability management advice and solutions. They proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their needs. Employees in this role must have the ability to effectively balance financial center performance, operational risk, and client relationship care. This is a 40-hr work week position. A Senior Banker (responsibilities): Partners daily with financial center teammates to deliver the full suite of advice to help every client navigate their unique life priorities Engages with clients in the lobby to assist, educate and train clients on how to conduct simple transactions through self-service technologies Leverages available resources, technologies, and processes (such as our Client Management Process and Building Relationships with Clients) to optimize the client experience and serve our clients with operational excellence and accuracy Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations You're a person who (required skills): Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.

In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.

Is confident in identifying solutions for helping new and existing clients based on their needs. Has strong written and verbal communications skills. Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. Applies strong critical thinking and problem-solving skills to meet clients' needs.

Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (six months for employees with a work location of NV, eight months for employees with a work location of CA, NY or PA). Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): An associate's degree or bachelor's degree in business, finance, or a related field.

Experience working in a financial center where goals were met or exceeded. Retail and/or sales experience in a salary plus incentive environment. Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. Experience with financial information, spreadsheets and financial skills. Knowledge of banking products and services. Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills Used in this Role: --- Active Listening--- Business Acumen--- Client and Customer Focus--- Oral Communications--- Problem Solving--- Account Management--- Client Experience Branding--- Client Solution Advisory--- Business Development--- Pipeline Management--- Prospecting--- Referral Identification--- Referral Management Shift:1st shift (United States of America)Hours Per Week: 40

POPULAR
Teller Part Time - Westhampton Grove
1
Teller Part Time - Westhampton Grove
Richmond, VA
Nov 01, 2023

- as the best workplace " to grow your career" in the U. S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package.

Apply today. About this role: Wells Fargo is seeking a 20 HR Teller in Consumer and Small Business Banking, as part of Branch Banking. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career

here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact

with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 1+ year of experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 1+ year of experience interacting with people, demonstrated through work, military, or education Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work weekends and holidays as needed or scheduled This position is not eligible for Visa sponsorship Posting Location: 5803 Grove Ave, Richmond, VA 23266 Posting End Date: 28 Dec 2023 Job posting may come down early due to volume of applicants.

We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 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. PDN-9a81121f-bdac-4f19-b68c-2a20e1bb65e6

Banking In Virginia

1
Head Teller
Abingdon
Dec 26, 2023

in charitable events. Through a comprehensive wellness program, employees and their families challenge themselves to healthier lifestyles and receive the necessary motivation and tools. With over 40 locations in four states, First Community Bank offers competitive benefits and the personal service you would expect from a company that knows your community.

We welcome all applicants and look forward to new colleagues joining our community! Duties: The Head Teller is responsible for cashing checks and disbursing funds after verifying signatures when applicable and sufficiency of funds to support withdrawals. Accept deposits, confirming accuracy of transaction. Prepare, verify, and issue

official checks and loan proceed checks. Prepare, verify, and process deposits from night deposit box, loan payments, withdrawals, currency and coin orders, safe deposit box payments, etc.

Evaluate checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents. Enter transactions in bank's Teller Capture software with accuracy and precision, recording all transactions and producing customer receipts. Maintain a neat and organized work area that ensures the safety of all negotiables and confidential records. Manage a cash drawer and vault in accordance with operational procedures. Assist Tellers with complex financial

transactions and lead by example. Complete end-of-day balancing of the vault, including completion of the vault currency and coin log with the amounts of physical cash and coin in the vault, entering totals into Silverlake Teller, and completing close out of business day.

Prepare currency shipments and place currency orders each week in accordance with operational procedures. Conduct surprise cash counts on all teller drawers, ATM(s), cash dispenser/recycler and coin machines (if applicable) as outlined in operational procedures. Change bait money straps at time of audits. Ensure float drawers are properly maintained and audited. Qualifications: High school diploma or equivalent Proficient verbal and written communication skills, including excellent telephone etiquette and legible handwriting Active listening skills and ability to ask questions to clarify/determine customer need Ability to maintain composure and professionalism when dealing with upset customers Strong attention to detail Excellent math skills Trustworthiness and ability to act with integrity Be customer satisfaction-oriented with interpersonal skills to contribute to a productive and team oriented work environment Ability to lift up to 25 pounds occasionally and to stand for extended periods of time Ability to travel, as needed One year of cash handling experience preferred Two years of customer service experience preferred

1
Physician / Ob Gyn / Virginia / Permanent / OBGYN Opening
Abingdon
Aug 28, 2023
1
Earn up to 245K + Sign On Bonus + Loan Repayment
Abingdon
Aug 15, 2023
1
Mortgage Banker - Alexandria
Alexandria
Jan 01, 2024

Bank has built relationships with realtors and builders across our vast lending footprint and we continue to build key partnerships and close loans with state-of-the-art technology. We seek loan originators who want to cultivate these relationships, leverage our technology, and work together to grow their business to the next level.

For more information please contact Sarah Helton direct: 847-977-xyz X or xyz X@ What We Offer: Experienced, trusted leadership - CEO is a former Loan Officer and Army Veteran Federal Charter, lend in all 50 states the moment your NMLS is transferred! Personalized & robust marketing support program(s), mobile app, and CRM give Mortgage Bankers the edge they

need to compete and win (Spanish language marketing materials also available! ) Experienced and highly trained operations staff for Processing, Underwriting, Closing (ALL 100% IN HOUSE) Shared or dedicated Loan Officer Assistants for top producers Loan products for every scenario: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance and Grant Programs, HECM's, Multi-Family, Personal Lending and more!

Secondary Department w/ robust portfolio of investor relationships and direct seller to Fannie Mae, Freddie Mac, Ginnie Mae Regional or dedicated Lock desk support options Coaching programs available to Sales Managers and

Loan Officers looking to grow their business and expand their teams.

Annual Chairman's Club Trips to unique, incredible places like Italy and Peru! Job Requirements: Minimum of 2 years of mortgage lending or retail mortgage banking experience Two or more new purchase loans per month Well-developed referral base, including realtors, past clients, financial planners, attorneys and/or accountants College degree or equivalent work or military experience Knowledge of real estate markets Knowledge of FHA, VA, Conventional and Jumbo loan products preferred Favorable credit history and background check We are seeking experienced Mortgage Professionals with a minimum of 2 years of experience and actively working in the retail mortgage banking industry.

For more information please contact Sarah Helton direct: 847-977-xyz X or xyz X@ Website The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR

1
Relationship Banker - Mount Vernon Financial Center- Spanish Preferred
Alexandria
Jan 04, 2024

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.

This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities

to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.

--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.

--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40

1
Senior Relationship Banker
Alexandria
Jan 04, 2024

asks of retail banking customers. The incumbent is responsible for the execution of branch leads according to consumer bank standards, successful execution of all customer transaction requests, and effective conversion of transactions to qualified sales or referral leads.

Incumbent will adhere to all FNB policies, strategies, programs, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through leveraging sales leads, outbound calling, greeting customers, and identifying customer service and product needs. Make appropriate recommendations in the selling and cross-selling of Bank products and

services. Identifies and achieves individual weekly sales goals set by the Branch Manager. Incorporate FNB digital products & services into customer interactions.

Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Assists with the management of daily sales activity, assisting with pre-shift sales huddles, and monitoring and measuring sales results. Completes operational duties of branch as assigned by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and

closing the office, ordering and managing vault cash, and ensure all tasks performed adhere to the current policy and procedures.

Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F. N. B. Corporation's risk management program. F. N. B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.

Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GEDMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:1Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skillinteractioncellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS Power Point - Basic Level Experience in a related position.

Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A