ChesapeakeRecruiter Since 2001
the smart solution for Chesapeake jobs

Financial Services Advisor Floater

Company: Union Bankshares
Location: Chesapeake
Posted on: March 27, 2020

Job Description:

Requisition Number 20-0143 Post Date 2/21/2020 Title Financial Services Advisor Floater Location Deep Creek Branch City Chesapeake State VA Description**Upon hire, must be able to attend 4 WEEKS of PAID TRAINING, which will include some travel to the Ruther Glen and Richmond areas**The selected candidate will earn mileage reimbursement and our full benefits package!Position Description

This position is responsible for providing a best in class customer experience while assisting new and existing customers through needs based conversations and providing appropriate solutions to meet their immediate, short term and long term financial needs.

This position travels to multiple branch locations to fill critical staffing needs, which requires a high degree of flexibility during open hours of all branches in the region.

Position Accountabilities


  • Provide excellent customer experience
  • Build customer relationships through needs based conversations
  • Identity and close sales opportunities to contribute to personal and branch goals

  • Perform basic customer and cash transactions
  • Balance cash each day
  • Participate in sales outreach strategies including outbound calling
  • Promote the branch's overall growth through the development and retention of new and existing customers

  • Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.

  • Identify risk and escalate concerns through proper channels
  • Develop and maintain knowledge of bank products, services, including other lines of business

  • Proficiency in digital channel technology and ability to educate customers
  • Other duties as assigned

    Organizational Relationship

    This position is supervised by branch leadership and reports to the Float Team Manager.

    RequirementsEducation & Experience


    • High school diploma or equivalent required, Associates Degree preferred
    • Previous cash handling experience preferred
    • Previous customer service experience required

      Knowledge & Skills


      • Excellent customer service skills
      • Excellent oral and written communication skills
      • Ability to exercise sound business judgment
      • Proficient computer skills
      • Ability to handle multiple tasks with attention to details
      • Flexible, able to adapt to change
      • Shifts may vary for each position offering, depending on business need
      • Ability to travel to multiple branches within a business day
      • Able to stand for extended periods of time and lift objects up to 30 pounds

        We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.

Keywords: Union Bankshares, Chesapeake , Financial Services Advisor Floater, Accounting, Auditing , Chesapeake, Virginia

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Director - Technology Audit
Description: Proactively monitor assigned audit universe for changing risks and needed updates.-- Lead continuous monitoring activities and updates to risk assessments, audit universe, and audit plan.Direct business (more...)
Company: Capital One
Location: Richmond
Posted on: 04/3/2020

Director, Financial Aid and Veteran Services
Description: The Director of Financial Aid and Veteran Services plays an important role in the student enrollment, retention and completion efforts of the College. The position supports the College's mission of changing (more...)
Company: Virginia Germanna Community College
Location: Hampton
Posted on: 04/4/2020

Data Entry
Description: Our organization is Developing quickly and we are searching for Those who are inspired and energetic self starters to join our enterprise. You are going to be a huge part to our achievement as our Customer (more...)
Company: Cormadata
Location: Hampton
Posted on: 04/5/2020


Senior Tax Consultant, State Income and Franchise Tax
Description: Are you a strategic and creative Multistate Tax professional who likes solving complex state tax issues Are you ready to make a greater impact on organizations by combining tax consulting solutions and (more...)
Company: Deloitte
Location: Richmond
Posted on: 04/7/2020

Financial Advisor
Description: Graduating from college Been laid off We are
Company: MassMutual Commonwealth
Location: Virginia Beach
Posted on: 04/7/2020

Financial Controller
Description: CONTROLLER - Proseal America / JBT CORPORATION - Richmond VA--JBT Corporation JBT is a global technology solutions provider to the food processing and air transportation industries with - 1.9B in annual (more...)
Company: JBT Corporation
Location: Richmond
Posted on: 04/5/2020

Data Entry
Description: Our organization is Developing quickly and we are searching for Those who are inspired and energetic self starters to join our enterprise. You are going to be a huge part to our achievement as our Customer (more...)
Company: Cormadata
Location: Virginia Beach
Posted on: 04/8/2020

Collections Specialist
Description: Supports the manager in the daily operations of the branch office. Performs branch collection activities. Duties and Responsibilities: ul li Provides excellent customer and dealer service li Performs (more...)
Company: Security Finance Corporation of Spartanburg
Location: Virginia Beach
Posted on: 04/7/2020

Data Entry
Description: Our organization is Developing quickly and we are searching for Those who are inspired and energetic self starters to join our enterprise. You are going to be a huge part to our achievement as our Customer (more...)
Company: Cormadata
Location: Norfolk
Posted on: 04/8/2020

Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney - Seasonal Remote
Description: OverviewIf you are a highly motivated individual with an active credential CPA x2F EA x2F Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes (more...)
Company: Intuit
Location: Virginia Beach
Posted on: 04/3/2020

Log In or Create An Account

Get the latest Virginia jobs by following @recnetVA on Twitter!

Chesapeake RSS job feeds