Finance representative jobs in Flint, MI - 275 jobs

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR be ethical, accountable, and respectful; Maximize OPPORTUNITY own your results, because each day counts; and Create IMPACT by positively influencing the lives of families, teammates, and our community. Located in the heart of Metro Detroit, our office is uniquely positioned to support professionals in one of the nations most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, youll play a key role in helping those who power Michigans economy plan for lasting financial security. We offer a culture that values growth, connection, and purposewith team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alexs Lemonade Stand Foundation, were committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it. Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI. Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor : **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tek Wiegert Managing Director: How long with NM? Started as an intern in 2004 and joined full-time in 2005. Prior Experience? Joined Northwestern Mutual directly after college. Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey. Nick Hammer Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University. Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family. Dominic Mirabella Managing Partner: How long with NM? Has been with Northwestern Mutual since 2008. Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual. Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams. Jake Paulson Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball. Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tek Wiegert is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Responsive recruiter Benefits: Flexible schedule Opportunity for advancement Training & development About Us Our office is a dynamic, fast-paced environment where no two days are the same. Phones are constantly ringing, clients are stopping by, and our team thrives on collaboration and energy. With over 33 years of combined experience, our close-knit team of 7 in-office professionals (plus 1 part-time remote team member) works together to deliver exceptional results. Why Join Us? We are looking for individuals who thrive in a busy, collaborative environment and enjoy being part of a team that supports one another and celebrates success. Position Overview: Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand. Responsibilities: Forge enduring customer relationships and proactively follow up to ensure continued satisfaction. Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions. Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs. As an Agent Team Member, you will receive... 401K Hourly pay plus commission/bonus Health benefit stipend ($350/month) Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency $1000 signing bonus Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $35,000.00 - $75,000.00 per year Ready to Launch Your Career? If you want to work in an environment that is fun, challenging, and rewarding, then Joan Warner - State Farm Agent may be the right fit for you! About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, and Retirement Planning. Our office is located in Farmington, MI. Our agency has received awards including: Ambassador Travel, Legion of Honor, and Golden Triangle We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Part-time Description Provides quality service to internal and external members' in-person and over the telephone. Performs all duties assigned to the teller and member services areas according to established policies and procedures. Essential Job Functions Maintain working knowledge of and aggressively promote credit union products/services at every opportunity, to include completing outbound calls, making referrals that result in new services to new/existing members. Complete Sales Plus logs. Perform duties necessary to order and maintain department office supplies and supplies in individual work area. Prepare workstation daily and keep workstation organized. Process mail distribution (incoming/outgoing). Train/mentor other credit union employees as directed. Maintain update of work status to supervisor as required. Balance daily. Perform operational duties and troubleshoot problems with department equipment. Report errors, abnormalities, and out of balance conditions to supervisor immediately. Correct all out of balance conditions as applicable. Perform office closing procedures. Maintain functional knowledge of online systems and all software used in the department, including the process to follow if the system goes down. Prepare reports, file, make photocopies/scans, and scan signature cards as required and assigned. Create new Excel reports and maintain current. Backup the duties of the head employee, and/or other functions as assigned by management. Perform all member service related duties, including but not limited to; opening/closing/changing of deposit accounts and regular/IRA certificates; issue, order new, close/renew, change/adjust, report travel requests, process balance transfer on Credit/Debit card accounts; processing of stop payments, copies, corrections, orders, and balancing checking accounts; safe deposit applications and member access; process electronic service requests, process and issue Visa or consumer loans, storage waivers; mortgage/home equity preliminary applications; process share to share or share to loan payment transfers; wire transfers; skip-a-payments; investigate account or card fraud and process any necessary paperwork and all member account related file maintenance requests according to procedures. Maintain working knowledge of; lending policy, loan approval guidelines, and other related laws and/or regulations; NADA values/resources, MLA and HMDA. Aggressively promote and sell the CUNA Mutual Lender Development Program to credit union members. Calculate loan term, rate, amount financed, and payment amount with all eligible insurance coverages. Assist members with Credit Life, Disability, Debt Protection, and GAP claims. Perform duties of membership officer and/or notary as assigned and according to procedures. Perform duties to; unlock/lock entrance doors; schedule/assume responsibility for member appointments; pull/review consumer credit reports and investigate disputes; process lien terminations; clean loan files; keep loan vault in order; review security title and tracking exception report; handle any CPI follow-up issues; loan verifications; youth program related activities; handle all office deliveries; and department assigned side jobs. Perform all teller related duties, including but not limited to; balance cash drawer, checks received, TCDs or TCRs, and other miscellaneous items; process member deposits, payments, withdrawals, check cashing, mail requests; , cashier checks, Visa/MasterCard cash advances, money orders, gift cards and other promotional items; scan checks and balance Check 21; open/close check printer and money order machine and instant issue machine; opening/closing of sub-accounts.; member deposit verifications. Maintain updated brochures in lobby; supply of brochures and ensure they are up-to-date; maintain and verify all required logs are completed; process night drop-box or in-office drop box transactions; and perform all member acknowledgement desk related duties. Perform other job-related duties as assigned. The list of essential job functions is not limited. It may be supplemented as necessary from time to time. Workplace Expectations Ensure prompt and courteous service is provided to all internal and external members/customers. Conduct work in a safe and healthful manner. Maintain thorough knowledge and understanding of credit union policies and procedures that are necessary for performing your job. Perform as part of a team and assist other employees and other departments as needed. Place documents that need to be shredded in the proper area for shredding. Maintain knowledge of and follow the established process for key control, security, and the security of all codes and procedures related to office security. Open and close office by disarming and arming alarms, as established procedures require. Maintain total working knowledge of department. Complete necessary logs. Maintain thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference & Guidelines, NACHA, BSA, and OFAC. Requirements Standards Perform all job tasks/functions as assigned and/or directed; according to compliance, policy, procedures and standards; use Service/Sales plus skills at all times; meet all cross-sell and productivity standards as set by management; and read/respond to all communications (voice mail/email/message board) communications in a timely fashion. Core Competencies Reasoning: apply rational method of problem solving to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, blueprint, or schedule form. Math: add, subtract, multiply, and divide all units of measure. Perform the four operations with like common and decimal fractions. Compute ratio, rate, and percent. Draw and interpret bar graphs. Perform arithmetic operations involving all American monetary units. Language - read a variety of books and magazines. Write reports and essays with proper format, punctuation, spelling, and grammar, using all parts of speech. Speak before an audience with poise, voice control, and confidence, using correct English and well-modulated voice. Position Specific Competencies Must have good keyboard skills. Must have good numerical, clerical, and communication skills. Must have good customer service skills and cross-selling ability. Must have the ability to work effectively with management and other staff. Must have the ability to deal effectively with people, and promote a team environment. Minimum Qualifications Education: A high school diploma or equivalent. Experience: Previous cash handling and customer service experience desired. Licenses/Certifications: Must attain all required licenses and/or certifications to perform duties of position. Physical 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands, fingers, talk, or hear. The employee is frequently required to sit, stand, and reach with hands and arms. The employee may occasionally lift up to 20 lbs. and/or exert force to move up to 50 lbs. Salary Description $18.28 to Start

Responsive recruiter About our Agency: Trinesha launched the agency on January 1, 2011 and has since built a strong team of nine licensed agents dedicated to exceptional service. In our office, we pride ourselves on providing a personal touch, often handling eligible claims in-house to make the process smoother for our customers. Plus, our mini Australian Shepherd, Baxter, adds a little extra joy to the workplace! As a Chartered Financial Consultant (ChFC), Trinesha brings a wealth of expertise to our agency, especially when it comes to guiding customers through financial services. Our community is at the heart of everything we do-we sponsor Mason High School Performing Arts, Mason Junior Bulldogs Football, Holt Wrestling, and the Mason Courthouse music events. We also participate in meaningful initiatives like volunteering at Hospice of Lansing Stoneleigh Residence, donating birthday bags to the Mason community, and offering Kona Ice events four times a year. Our team enjoys excellent perks, including a Simple IRA, health benefits, and group life insurance. The culture here is fast-paced yet family-oriented, emphasizing hard work, integrity, and personal connection. Instead of a telephone tree, we prioritize human interaction-along with cookies and coffee to keep things warm and welcoming! ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Trinesha Goebel - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Hourly pay plus commission/bonus Health benefit (Medical, Vision, Dental) Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency Compensation: $45,000.00 - $65,000.00 per year My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Mason, MI and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

JobID: 210696516 JobSchedule: Full time JobShift: Day : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job Description Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! ???? Formal Application: The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Join ITC Holdings for our Summer 2026 Internship Program and gain valuable experience supporting Finance business objectives while gaining practical and real-world capability through challenging work assignments. The ITC Finance intern performs a variety of activities including assisting in preparation of financial analysis, collecting data & developing reports, participating in meetings & recording information, working on special projects and providing research as needed. ESSENTIAL DUTIES & RESPONSIBILITIES Collection of data and preparation of financial reports Assisting in financial analysis Participating in meetings and recording information REQUIREMENTS Minimum 3.0 GPA, Finance, Business or Economics Major Intermediate knowledge of Excel (comfortable using pivot tables, vlookups and running existing macros) Comfortable with MS Office suite of products (Outlook, Word, PowerPoint) Financial and/or Cost Accounting - especially for non-accounting majors This program is a 12 week program during the summer, with 40 hour work weeks. Applicants must be authorized to work in the United States for any employer. ITC does not sponsor employment visas, such as H-1B or TN visas.

Job Description The Toyoda Gosei Group is a leading global manufacturer of rubber and plastic automotive components, safety systems and LEDs. Globally Headquartered in Japan with a network of 67 group companies in 17 countries and regions, the Group brings its extensive range of products to customers all over the world. Toyoda Gosei North America (located in Troy, MI) has an opening for a Finance Summer Intern. The Finance Intern will assist the Finance team with Fixed Asset activities. Primary Duties and Responsibilities: • Assist Fixed Asset Team with processing Unposted / Revised Entries • Assist with developing the fixed asset disposal process • Dispose and Transfer Assets • Support fixed asset physical audits • Support Fixed Asset on projects and additional duties as needed Qualifications and Competencies: • Minimum of 1 year undergraduate studies completed • Coursework towards a Bachelor's Degree in Accounting or Finance • Highly proficient in Microsoft Office suite of products (Excel, Word, PowerPoint, Outlook) • Excellent organization and communication skills required • Highly analytical and detail-oriented

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job DescriptionBenefits: Flexible schedule Opportunity for advancement Training & development About Us Our office is a dynamic, fast-paced environment where no two days are the same. Phones are constantly ringing, clients are stopping by, and our team thrives on collaboration and energy. With over 33 years of combined experience, our close-knit team of 7 in-office professionals (plus 1 part-time remote team member) works together to deliver exceptional results. Why Join Us? We are looking for individuals who thrive in a busy, collaborative environment and enjoy being part of a team that supports one another and celebrates success. Position Overview: Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand. Responsibilities: Forge enduring customer relationships and proactively follow up to ensure continued satisfaction. Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions. Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs. As an Agent Team Member, you will receive... 401K Hourly pay plus commission/bonus Health benefit stipend ($350/month) Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency $1000 signing bonus Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

Job DescriptionAbout our Agency: Trinesha launched the agency on January 1, 2011 and has since built a strong team of nine licensed agents dedicated to exceptional service. In our office, we pride ourselves on providing a personal touch, often handling eligible claims in-house to make the process smoother for our customers. Plus, our mini Australian Shepherd, Baxter, adds a little extra joy to the workplace! As a Chartered Financial Consultant (ChFC), Trinesha brings a wealth of expertise to our agency, especially when it comes to guiding customers through financial services. Our community is at the heart of everything we dowe sponsor Mason High School Performing Arts, Mason Junior Bulldogs Football, Holt Wrestling, and the Mason Courthouse music events. We also participate in meaningful initiatives like volunteering at Hospice of Lansing Stoneleigh Residence, donating birthday bags to the Mason community, and offering Kona Ice events four times a year. Our team enjoys excellent perks, including a Simple IRA, health benefits, and group life insurance. The culture here is fast-paced yet family-oriented, emphasizing hard work, integrity, and personal connection. Instead of a telephone tree, we prioritize human interactionalong with cookies and coffee to keep things warm and welcoming! ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Trinesha Goebel - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Hourly pay plus commission/bonus Health benefit (Medical, Vision, Dental) Paid time off (vacation and personal/sick days) Valuable experience Growth potential/Opportunity for advancement within my agency

Job DescriptionBenefits: 401(k) Competitive salary Paid time off ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Robert Bell - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

Job DescriptionABOUT THE AGENCY: With two thriving locations in Lenox and Clinton Township, our agency is dedicated to providing exceptional service and personalized financial solutions. Led by a Walsh College Business Management graduate with over 26 years of experience in the Financial Services Industry, were a trusted name in the community and a top-performing agency within our company. Our team of 13 professionals enjoys a collaborative and supportive work environment, with benefits like health insurance, retirement plans, PTO, and a competitive compensation package. We take pride in our community involvement by participating in local events and sponsoring organizations to give back to those we serve. Joining our team means becoming part of a dynamic, goal-oriented agency that values both professional growth and community impact. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Beth Shutko - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: 401K Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency

Expected timeframe of internship: Mid- May through August 2026 Understand and gain exposure to the roles and responsibilities of the Investments & Treasuring department at AAA Life. Gain exposure to working with Investment and Finance Systems (AS400, laservault, Basware, OneStream, Bloomberg). Tasks to be performed Prepare account reconciliations Create journal entries Assist with daily and monthly investment functions Assist with daily and monthly treasury functions Assist with creating a centralized depository for treasury and investment documents, enabling AI queries through internal Co-pilot Assist with setting up investment forecast for budget purposes. Qualifications Rising College Junior and above; (1 st year Graduate students are also welcome) Enrollment in an Accounting, Finance or Actuarial programs Proficiency in PC applications (Excel) Detailed-oriented, with a high degree of accuracy. Ability to handle multiple priorities and to be self-motivated. Work independently and under pressure to meet deadlines. Work extended hours or weekends as needed (month end processing, summer budget season). Excellent written and oral communication skills.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR be ethical, accountable, and respectful; Maximize OPPORTUNITY own your results, because each day counts; and Create IMPACT by positively influencing the lives of families, teammates, and our community. Located in the heart of Metro Detroit, our office is uniquely positioned to support professionals in one of the nations most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, youll play a key role in helping those who power Michigans economy plan for lasting financial security. We offer a culture that values growth, connection, and purposewith team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alexs Lemonade Stand Foundation, were committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it. Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI. Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor : **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tek Wiegert Managing Director: How long with NM? Started as an intern in 2004 and joined full-time in 2005. Prior Experience? Joined Northwestern Mutual directly after college. Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey. Nick Hammer Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University. Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family. Dominic Mirabella Managing Partner: How long with NM? Has been with Northwestern Mutual since 2008. Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual. Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams. Jake Paulson Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball. Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tek Wiegert is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Job DescriptionDescription: Provides quality service to internal and external members' in-person and over the telephone. Performs all duties assigned to the teller and member services areas according to established policies and procedures. Essential Job Functions Maintain working knowledge of and aggressively promote credit union products/services at every opportunity, to include completing outbound calls, making referrals that result in new services to new/existing members. Complete Sales Plus logs. Perform duties necessary to order and maintain department office supplies and supplies in individual work area. Prepare workstation daily and keep workstation organized. Process mail distribution (incoming/outgoing). Train/mentor other credit union employees as directed. Maintain update of work status to supervisor as required. Balance daily. Perform operational duties and troubleshoot problems with department equipment. Report errors, abnormalities, and out of balance conditions to supervisor immediately. Correct all out of balance conditions as applicable. Perform office closing procedures. Maintain functional knowledge of online systems and all software used in the department, including the process to follow if the system goes down. Prepare reports, file, make photocopies/scans, and scan signature cards as required and assigned. Create new Excel reports and maintain current. Backup the duties of the head employee, and/or other functions as assigned by management. Perform all member service related duties, including but not limited to; opening/closing/changing of deposit accounts and regular/IRA certificates; issue, order new, close/renew, change/adjust, report travel requests, process balance transfer on Credit/Debit card accounts; processing of stop payments, copies, corrections, orders, and balancing checking accounts; safe deposit applications and member access; process electronic service requests, process and issue Visa or consumer loans, storage waivers; mortgage/home equity preliminary applications; process share to share or share to loan payment transfers; wire transfers; skip-a-payments; investigate account or card fraud and process any necessary paperwork and all member account related file maintenance requests according to procedures. Maintain working knowledge of; lending policy, loan approval guidelines, and other related laws and/or regulations; NADA values/resources, MLA and HMDA. Aggressively promote and sell the CUNA Mutual Lender Development Program to credit union members. Calculate loan term, rate, amount financed, and payment amount with all eligible insurance coverages. Assist members with Credit Life, Disability, Debt Protection, and GAP claims. Perform duties of membership officer and/or notary as assigned and according to procedures. Perform duties to; unlock/lock entrance doors; schedule/assume responsibility for member appointments; pull/review consumer credit reports and investigate disputes; process lien terminations; clean loan files; keep loan vault in order; review security title and tracking exception report; handle any CPI follow-up issues; loan verifications; youth program related activities; handle all office deliveries; and department assigned side jobs. Perform all teller related duties, including but not limited to; balance cash drawer, checks received, TCDs or TCRs, and other miscellaneous items; process member deposits, payments, withdrawals, check cashing, mail requests; , cashier checks, Visa/MasterCard cash advances, money orders, gift cards and other promotional items; scan checks and balance Check 21; open/close check printer and money order machine and instant issue machine; opening/closing of sub-accounts.; member deposit verifications. Maintain updated brochures in lobby; supply of brochures and ensure they are up-to-date; maintain and verify all required logs are completed; process night drop-box or in-office drop box transactions; and perform all member acknowledgement desk related duties. Perform other job-related duties as assigned. The list of essential job functions is not limited. It may be supplemented as necessary from time to time. Workplace Expectations Ensure prompt and courteous service is provided to all internal and external members/customers. Conduct work in a safe and healthful manner. Maintain thorough knowledge and understanding of credit union policies and procedures that are necessary for performing your job. Perform as part of a team and assist other employees and other departments as needed. Place documents that need to be shredded in the proper area for shredding. Maintain knowledge of and follow the established process for key control, security, and the security of all codes and procedures related to office security. Open and close office by disarming and arming alarms, as established procedures require. Maintain total working knowledge of department. Complete necessary logs. Maintain thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference & Guidelines, NACHA, BSA, and OFAC. Requirements: Standards Perform all job tasks/functions as assigned and/or directed; according to compliance, policy, procedures and standards; use Service/Sales plus skills at all times; meet all cross-sell and productivity standards as set by management; and read/respond to all communications (voice mail/email/message board) communications in a timely fashion. Core Competencies Reasoning: apply rational method of problem solving to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, blueprint, or schedule form. Math: add, subtract, multiply, and divide all units of measure. Perform the four operations with like common and decimal fractions. Compute ratio, rate, and percent. Draw and interpret bar graphs. Perform arithmetic operations involving all American monetary units. Language - read a variety of books and magazines. Write reports and essays with proper format, punctuation, spelling, and grammar, using all parts of speech. Speak before an audience with poise, voice control, and confidence, using correct English and well-modulated voice. Position Specific Competencies Must have good keyboard skills. Must have good numerical, clerical, and communication skills. Must have good customer service skills and cross-selling ability. Must have the ability to work effectively with management and other staff. Must have the ability to deal effectively with people, and promote a team environment. Minimum Qualifications Education: A high school diploma or equivalent. Experience: Previous cash handling and customer service experience desired. Licenses/Certifications: Must attain all required licenses and/or certifications to perform duties of position. Physical 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands, fingers, talk, or hear. The employee is frequently required to sit, stand, and reach with hands and arms. The employee may occasionally lift up to 20 lbs. and/or exert force to move up to 50 lbs.

Part-time Description Provides quality service to internal and external members' in-person and over the telephone. Performs all duties assigned to the teller and member services areas according to established policies and procedures. Essential Job Functions Maintain working knowledge of and aggressively promote credit union products/services at every opportunity, to include completing outbound calls, making referrals that result in new services to new/existing members. Complete Sales Plus logs. Perform duties necessary to order and maintain department office supplies and supplies in individual work area. Prepare workstation daily and keep workstation organized. Process mail distribution (incoming/outgoing). Train/mentor other credit union employees as directed. Maintain update of work status to supervisor as required. Balance daily. Perform operational duties and troubleshoot problems with department equipment. Report errors, abnormalities, and out of balance conditions to supervisor immediately. Correct all out of balance conditions as applicable. Perform office closing procedures. Maintain functional knowledge of online systems and all software used in the department, including the process to follow if the system goes down. Prepare reports, file, make photocopies/scans, and scan signature cards as required and assigned. Create new Excel reports and maintain current. Backup the duties of the head employee, and/or other functions as assigned by management. Perform all member service related duties, including but not limited to; opening/closing/changing of deposit accounts and regular/IRA certificates; issue, order new, close/renew, change/adjust, report travel requests, process balance transfer on Credit/Debit card accounts; processing of stop payments, copies, corrections, orders, and balancing checking accounts; safe deposit applications and member access; process electronic service requests, process and issue Visa or consumer loans, storage waivers; mortgage/home equity preliminary applications; process share to share or share to loan payment transfers; wire transfers; skip-a-payments; investigate account or card fraud and process any necessary paperwork and all member account related file maintenance requests according to procedures. Maintain working knowledge of; lending policy, loan approval guidelines, and other related laws and/or regulations; NADA values/resources, MLA and HMDA. Aggressively promote and sell the CUNA Mutual Lender Development Program to credit union members. Calculate loan term, rate, amount financed, and payment amount with all eligible insurance coverages. Assist members with Credit Life, Disability, Debt Protection, and GAP claims. Perform duties of membership officer and/or notary as assigned and according to procedures. Perform duties to; unlock/lock entrance doors; schedule/assume responsibility for member appointments; pull/review consumer credit reports and investigate disputes; process lien terminations; clean loan files; keep loan vault in order; review security title and tracking exception report; handle any CPI follow-up issues; loan verifications; youth program related activities; handle all office deliveries; and department assigned side jobs. Perform all teller related duties, including but not limited to; balance cash drawer, checks received, TCDs or TCRs, and other miscellaneous items; process member deposits, payments, withdrawals, check cashing, mail requests; , cashier checks, Visa/MasterCard cash advances, money orders, gift cards and other promotional items; scan checks and balance Check 21; open/close check printer and money order machine and instant issue machine; opening/closing of sub-accounts.; member deposit verifications. Maintain updated brochures in lobby; supply of brochures and ensure they are up-to-date; maintain and verify all required logs are completed; process night drop-box or in-office drop box transactions; and perform all member acknowledgement desk related duties. Perform other job-related duties as assigned. The list of essential job functions is not limited. It may be supplemented as necessary from time to time. Workplace Expectations Ensure prompt and courteous service is provided to all internal and external members/customers. Conduct work in a safe and healthful manner. Maintain thorough knowledge and understanding of credit union policies and procedures that are necessary for performing your job. Perform as part of a team and assist other employees and other departments as needed. Place documents that need to be shredded in the proper area for shredding. Maintain knowledge of and follow the established process for key control, security, and the security of all codes and procedures related to office security. Open and close office by disarming and arming alarms, as established procedures require. Maintain total working knowledge of department. Complete necessary logs. Maintain thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference & Guidelines, NACHA, BSA, and OFAC. Requirements Standards Perform all job tasks/functions as assigned and/or directed; according to compliance, policy, procedures and standards; use Service/Sales plus skills at all times; meet all cross-sell and productivity standards as set by management; and read/respond to all communications (voice mail/email/message board) communications in a timely fashion. Core Competencies Reasoning: apply rational method of problem solving to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, blueprint, or schedule form. Math: add, subtract, multiply, and divide all units of measure. Perform the four operations with like common and decimal fractions. Compute ratio, rate, and percent. Draw and interpret bar graphs. Perform arithmetic operations involving all American monetary units. Language - read a variety of books and magazines. Write reports and essays with proper format, punctuation, spelling, and grammar, using all parts of speech. Speak before an audience with poise, voice control, and confidence, using correct English and well-modulated voice. Position Specific Competencies Must have good keyboard skills. Must have good numerical, clerical, and communication skills. Must have good customer service skills and cross-selling ability. Must have the ability to work effectively with management and other staff. Must have the ability to deal effectively with people, and promote a team environment. Minimum Qualifications Education: A high school diploma or equivalent. Experience: Previous cash handling and customer service experience desired. Licenses/Certifications: Must attain all required licenses and/or certifications to perform duties of position. Physical 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands, fingers, talk, or hear. The employee is frequently required to sit, stand, and reach with hands and arms. The employee may occasionally lift up to 20 lbs. and/or exert force to move up to 50 lbs. Salary Description $18.28 to Start