Finance representative jobs in Sterling Heights, MI - 292 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.

THE JOB Signal Advisors is seeking a highly skilled and experienced Trader to join our dynamic team. This critical role is responsible for the sophisticated management and execution of investment portfolios, ensuring optimal trade execution, and robust risk management. The Trader will also play a pivotal role in expanding our client base through strategic onboarding, delivering exceptional client service, and providing essential support to the Head of Trading. WHAT YOU'LL GET TO DO Execute complex trades across various asset classes, ensuring precision and accuracy, efficiency, and best execution quality in a high-volume environment. Invest and manage on an on-going basis client accounts into advanced investment strategies across multiple custodial platforms. Proactively identify and mitigate trading risks, meticulously monitoring trade settlement, and resolving any trade discrepancies or errors with urgency. Ensure strict adherence to all regulatory requirements and firm policies, contributing to the development and implementation of best practices in compliance. Collaborate extensively with the trading team, taking initiative in standardizing trading procedures, optimizing workflows, and ensuring comprehensive trading coverage. Provide an unparalleled level of service for Advisors and their offices, acting as a primary point of contact for inquiries related to trades, cashiering, and portfolio performance, while proactively addressing any potential concerns. Contribute to the continuous improvement of trading operations, including the evaluation and integration of new technologies and methodologies. WHAT WE'RE LOOKING FOR IN TEAM MEMBERS 💪Executor You thrive in a fast-paced environment, capable of translating strategic vision into tangible results. You possess a strong bias for action, independently driving initiatives forward from conception to completion, and are adept at navigating complex details to achieve team objectives. 🔄 Accountable As a vital member of a lean, high-performing team, you demonstrate exceptional ownership and initiative. You are proactive in identifying and tackling challenges, seeing projects through to successful completion. You actively seek and provide constructive feedback, fostering a culture of continuous improvement and shared responsibility. 💁 Client-Centric You are dedicated to delivering an exceptional client (Advisor) experience, anticipating needs and proactively offering solutions. You approach every interaction with empathy and professionalism, ensuring clarity and ease for clients, and consistently seeking opportunities to exceed expectations. 🤝 Collaborative Partner You excel at building strong relationships across diverse teams and functions. You actively seek opportunities for cross-functional collaboration, valuing diverse perspectives and leveraging collective strengths to achieve superior outcomes. WHAT YOU HAVE 5+ years of trading experience at a TAMP (Turnkey Asset Management Program) or RIA (Registered Investment Advisor) in the wealth management industry, demonstrating a strong track record of success. Series 65 / 66 or other industry designations are strongly preferred, or ability to obtain within 90 days of hire. Strong working knowledge of major custodians like Charles Schwab and Fidelity. Extensive trading experience across a broad range of asset classes, including equities, ETFs, mutual funds, fixed-income, and structured notes. Proven expertise trading sleeves (UMAs) in a Trade Order Management system to implement complex investment strategies. Demonstrated ability to quickly learn and adapt to new technologies, with a passion for process improvement and efficiency gains. Experience trading within Orion's Eclipse is strongly preferred. Comprehensive understanding of compliance and risk management principles within a trading context. WHAT WE VALUE @ SIGNAL These are the values that drive how we operate and make decisions. 🌔 We're obsessed with finding a better way . Never settle for less. 🪄 We amaze every client, every time . A great company is built one client at a time. 🏃 We act with a sense of urgency . We use our best judgment to act urgently on the right things at the right time. 👀 We raise our level of awareness . Everything starts with awareness. We're curious and alert to what is happening around us. 🏈 We find inches everywhere around us . There are thousands of opportunities to make an impact. We take those opportunities and act. 🧭 We do the right thing . Sticking to the highest standard of integrity is not optional. 💪 We have strong opinions, loosely held . It's not about WHO is right, it's about WHAT is right. ❓ Simplicity is Genius. Simplicity doesn't just clarify; it makes things better for everyone. It's that simple. 🙏 Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone. 🪞 We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution. COMPENSATION & BENEFITS The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data. In addition to salary, our team members benefits include: Medical, vision, and dental coverage FSA or HSA-eligible health plans 3% 401k company contribution with no vesting period Paid parental leave for all parents Learning & Development stipend Wellness Programs Flexible vacation policy Dedicated sick days 10 company-wide holidays $500 for your home office setup Flexible, hybrid working environment Annual all-company retreat Competitive equity package based on on role and level Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap - you might just be the perfect person for one of our open roles, even if you don't fully match every requirement on the job description.

Job DescriptionBenefits: Bonus based on performance Company parties Health insurance Paid time off Profit sharing Training & development ROLE DESCRIPTION: As a sales team member with Julie Tourangeau 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: Bachelor's degree in finance, economics, accounting, or a related field preferred. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. 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: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office

This is an onsite role. Please see the address below for this PRN role: Henry Ford St. John Hospital & Medical Center 22101 Moross Detroit MI, 48236 R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems, and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Financial Counseling Representative I, you will help counsel uninsured and/or under-insured patients to attempt to obtain a paying funding source. Every day you will educate patients on their responsibilities and potential options while also accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. To thrive in this role, you must have strong customer service skills, great attention to detail and the ability to multi-task and navigate between multiple systems simultaneously. Here is what you will experience working as a Financial Counseling Representative I: * Provide compassionate customer service to uninsured and underinsured patients, ensuring a positive financial experience. * Conduct financial screenings, explain costs, and benefit, and recommend payment options or financial assistance. * Help patients and families complete Medicaid and assistance applications, including gathering required documents. * Work with Case Management, Clinical staff, and outside agencies to determine eligibility, secure coverage, and advocate for patients. * Track authorizations and eligibility for services, alert appropriate staff to potential delays, and perform other assigned duties. Required Skills: * High School Diploma or GED, preferred. * 0-1 years of hospital experience For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook

Responsive recruiter Replies within 24 hours 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.

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!

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 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

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 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.

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; (1st 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 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

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

UWM's 12-week internship program offers an immersive experience with over 200 interns, job shadowing, access to senior leaders, and extensive networking opportunities. Experience our one-of-a-kind workplace that thrives on collaboration, teamwork, and innovation. This internship is designed to give you a running start, not one that has you running errands. VALUATION AND FP&A The Finance 'Valuation and FP&A' internship role involves assisting with daily, monthly, and quarterly analysis of MSR capitalization grids and fair valuation model assumptions using in-house tools. This role also involves overseeing valuations of closed loans and rate locks and supporting new product activities to ensure financial compliance and accurate reporting. Additionally, in the FP&A capacity, the role supports monthly reporting, variance analysis, budgeting, forecasting, and other relevant financial analyses. WHAT YOU WILL BE DOING Valuation: * Learn and support daily, monthly, and quarterly MSR capitalization and fair valuation model analysis. * Monitor daily MSR capitalized values and analyze lock volume and par sensitivity using the MSR capitalization grid. * Compare UWM's risk profile against industry values. * Manage month-end valuation assumptions, track key data points, evaluate assumptions, and stress test before recommending changes. * Assist with research and analysis of industry MSR valuation data. * Monitor MSR capitalized value at the point of sale to ensure accuracy. * Maintain a tracker for month-over-month changes in FV management assumptions. * Collaborate with UWM business partners. * Support ad-hoc business needs, historical trend analysis, and create forward-looking analyses using internal tools. FP&A: * Perform financial forecasting, reporting, and operational metrics tracking. * Conduct monthly and quarterly analytical processes for internal management reporting. * Report on financial performance and prepare for leadership reviews. * Analyze past results, perform variance analysis, and identify trends. * Compare and analyze actual results with plans and forecasts. * Update financial models to support strategic initiatives. * Research, analyze, and synthesize data from multiple sources. * Identify and implement process improvements, creating standard and ad-hoc reports/models. * Support the management team with data-driven analysis. NICE TO HAVE QUALIFICATIONS: * Pursuing a Bachelor's in Finance, Economics, Statistics, or Mathematics. * Strong collaborator and an analytical and innovative thinker. * Effective problem solver with attention to detail. * Independent, organized, and quality-focused. * Proficient in Excel and quick to learn tools like Alteryx, SQL, Workday. WHAT WE NEED FROM YOU * Graduating with a bachelor's degree in May 2026 ONLY * The ability to work Monday thru Friday, 40-hours a week, fully on-site in Pontiac, MI from May 18th - August 7th * An openness to learning, willingness to be coached, and ability to be flexible in our every-changing industry * Ability to thrive in a team environment * A strong work ethic * A drive to succeed THE PLACE & THE PERKS Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It's all happening on UWM's campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement. It's no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It's at the very heart of how we treat each other, our clients and our community. Whether it's providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life. From the team member that holds a door open to the one that helps guide your career, you'll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you'll be welcomed here. Accepted here. And empowered to Be You Here. More reasons you'll love working here include: * Paid Time Off (PTO) after just 30 days * Additional parental and maternity leave benefits after 12 months * Adoption reimbursement program * Paid volunteer hours * Paid training and career development * Medical, dental, vision and life insurance * 401k with employer match * Mortgage discount and area business discounts * Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court * Wellness area, including an in-house primary-care physician's office, full-time massage therapist and hair salon * Gourmet cafeteria featuring homemade breakfast and lunch * Convenience store featuring healthy grab-and-go snacks * In-house Starbucks and Dunkin * Indoor/outdoor café with Wi-Fi DISCLAIMER All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting "Apply for this job online" you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.

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: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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!

Full-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

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.