Jobs near Williamsburg: 1,703
RS
Relevance Score ranked on: BANKING
Relationship Banker or Senior Relationship Banker - Lightfoot Richmond Road
Williamsburg
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other busine...
Search Terms: Relationship Banker, Relationship, Banker, Senior, Client Relations
70.8
0mi
Updated: June 26
Wealth Office Assistant
Williamsburg
Assist Relationship Manager with account management and client needs. It also requires strong organizational skills. Knowledge of trust regulatory and compliance rules and laws is helpful. Responsibilities: Reception and Client Services Support: Answer and direct incoming telephone calls in a warm, p...
Search Terms: Office Assistant, Wealth, Relationship Manager, Office, Assistant
70.6
0mi
Updated: June 25
Registered Client Assistant
WILLIAMSBURG
Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and prepa...
Search Terms: Registered, Financial Advisor, Assistant, Client Support, Client Service
70.2
0mi
Updated: June 23
Non-Registered Client Service Assistant - Towne Wealth Management (Raymond James Financial Services, Inc.) - Williamsburg, VA
Williamsburg
Answer telephone and screens calls for financial advisors Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries Research client and security information through the back-office system Process and follow up on client documentation for proper...
Search Terms: Service Assistant, Client Service, Management, Registered, Wealth
69.6
0mi
Updated: June 18
Teller (Route 5)
Williamsburg
Provide excellent customer experience Perform basic customer and cash transactions Balance cash each day Identify referral opportunities to contribute to branch goals Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/ AML...
Search Terms: Teller, Customer Experience, Customer Service, Banking, Skills
68.9
0mi
Updated: June 10
Mortgage Loan Officer
Williamsburg
If you’re a bright, energetic individual who is customer-focused and dedicated to the success of your team, we’d love to talk to you! As a Loan Officer for NVR Mortgage, you will work directly with our homebuying customers from Ryan Homes, NV - Homes and Heartland Homes. You will impact the lives of ...
Search Terms: Loan Officer, Mortgage, Officer, Customer Experience, Banking
68.8
0mi
Updated: June 07
Relationship Banker or Senior Relationship Banker - Lightfoot Richmond Rd.
Williamsburg
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other busine...
Search Terms: Relationship Banker, Relationship, Banker, Senior, Client Relations
68.6
0mi
Updated: June 03
Finance Operations Specialist
Williamsburg
Every day brings a satisfying mix of structure and sleuthing: Navigate multiple systems to retrieve and verify critical financial data, including daily Fed ACH transaction details Monitor department and partner financial activity for anything unusual or out of place Process and verify daily settlemen...
Search Terms: Operations Specialist, Operations, Finance, Specialist, Financial
68.3
0mi
Updated: May 28
Commercial Lender
Williamsburg
Manages the commercial lending process for loan applicants, ensuring that interviews are conducted appropriately and that necessary financial information is on hand for efficient loan processing. Promotes the financial institution and its lending services to the community. Responsibilities: Reviews, ...
Search Terms: Commercial, Lender, Financial, Banking, Business Services
68.1
0mi
Updated: May 21
Financial Service Representative
Yorktown
The Financial Service Representative provides members and potential members of Langley with in-person, impeccable service throughout our branch network. Financial Service Representative utilizes consultative selling to offer financial products and services that meet or exceed members' needs. This rol...
Search Terms: Financial, Representative, Service, Business Partner, Retail
64.9
10mi
Updated: June 23
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