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Finance service representative jobs in Battle Creek, MI - 342 jobs

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  • Representative, Customer Service - Skilled

    Dexian

    Finance service representative job in Portage, MI

    Provides customer services relating to sales, sales promotions, installations and communications. Ensures that good customer relations are maintained and customer claims and complaints are resolved fairly, effectively and in accordance with the consumer laws. Develops organization-wide initiatives to proactively inform and educate customers. Develops improvement plans in response to customer surveys. This position requires knowledge that is acquired through experience, specialized education or training. The role has clearly defined procedures and tasks as well as defined guidelines to aid in decision making. The job requires a basic understanding of work routines and procedures in own discipline. The technical procedures for this level are well defined. The job works within well-defined procedures that may involve a variety of work routines. This job typically requires a minimum of 2 or more years experience. Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit ******************** Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
    $27k-35k yearly est. 2d ago
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  • Customer Service Representative

    JBL Resources 4.3company rating

    Finance service representative job in Portage, MI

    About Our Client: Accepting no less than the absolute best, our client has climbed to the top, gaining a reputation for both excellence and satisfaction. Working at this company will give you the opportunity to work with some of the top technical professionals in the industry who are bringing cutting-edge products to forefront. Offering results-driven people a place where they can truly make a difference on a daily basis, this is an opportunity you will not want to miss! Key Responsibilities: Providing customer service support for sales, promotions, installations, and ongoing communications. Ensuring positive customer relations by resolving claims and complaints fairly, efficiently, and in alignment with consumer laws. Developing proactive communication strategies and educational initiatives for customers across the organization. Creating and implementing improvement plans based on customer feedback and survey results. Responding promptly to customer inquiries via phone, email, and other channels. Collaborating with internal teams to resolve product or service issues. Maintaining accurate records of customer interactions and follow-up actions. Supporting the continuous improvement of customer service processes and tools. Processing orders, returns, RMAs, and tracking shipments to ensure timely delivery and customer satisfaction. Monitoring and updating customer accounts and ensuring data accuracy in customer relationship management (CRM) systems. Escalating unresolved issues to appropriate departments while following up to ensure timely resolution. Participating in training sessions and team meetings to stay informed of product updates, system changes, and company policies. Identifying trends in customer inquiries and providing insights to improve service processes and customer experience. Qualifications: Minimum of 2 years of experience in a customer service or related role. Strong interpersonal and communication skills. Ability to manage customer concerns with empathy, professionalism, and problem-solving expertise. Comfortable working in a fast-paced environment with multiple priorities. Proficient in using customer service software and general office applications. Experience in the medical device or healthcare industry is preferred. Familiarity with CRM tools such as Salesforce is a plus. Strong organizational skills and attention to detail are preferred. NO C2C CANDIDATES Interested Candidates please apply on our website at https://jobs.jblresources.com. For more information about our services and great opportunities at JBL Resources, please visit our website: https://www.jblresources.com. JBL Resources is proud to have earned the reputation of being a premier provider of top talent professionals in the fields of engineering, human resources, logistics, operations, and supply chain management. As specialists in both permanent placement and contract services, our mission is to help companies and individuals become all they were created to be. **JBL is an Equal Opportunity Employer and E-Verify Company
    $30k-38k yearly est. 8d ago
  • FBO Services Line rep

    Duncan Aviation 4.8company rating

    Finance service representative job in Battle Creek, MI

    The Line Service Representative performs all of the Line Service duties, including towing, refueling and servicing all transient, maintenance and airlines aircraft safely and according to Duncan approved processes, procedures and Best Practices. In addition, this position operates the department's Ground Support Equipment (GSE) and assists in the maintenance and cleanliness of GSE and designated work areas; services as back-up to the Front Desk and Fuel Farm; and performs OJT for lesser experienced representatives and is available to work alternate shifts. The representative greets and interacts with customers at arrival and departures and during their interim stay; and engages in ramp and facility safety and security procedures. Essential Job Functions 1. Competently refuels, tows and wing walks all maintenance, transient and airlines aircraft using applicable ground support vehicles according to Duncan approved processes, procedures and Best Practices. Checks and adds oil, fuel additives and other fluids as needed. Assists maintaining functioning and cleanliness of departmental equipment and work areas. Monitors weather conditions to ensure safety of aircraft and the need for storm stacking. 2. Greets team members, customers, vendors, visitors and the general public, and serves as company liaison in promoting a professional and positive company image per Duncan Aviation customer service standards. Initiates dialogue with our guests to understand and exceed their needs (i.e. fuel, ground transportation, baggage handling, etc.). Directs maintenance customers to appropriate persons/areas of Duncan Aviation. Monitors flight tracking software for inbound aircraft. Marshals all incoming and outgoing aircraft. 3. Performs additional specialized functions, including front desk back-up, fuel farm back-up, OJT to lesser experienced representatives, inventory control, working alternate shifts, etc. 4. Calculates and records fuel usage and sales, and completes necessary paperwork for proper billing and inventory accounting. 5. Provides exterior and interior cleaning of company and transient aircraft. Assists with maintaining and cleanliness of department equipment, designated work areas, courtesy and ramp vehicles. 6. Fills Jet and Avgas trucks at the fuel farm. Maintains fuel and fluid levels for GSE, courtesy and ramp vehicles. Assists with general fuel farm maintenance and upkeep. 7. Monitors ramp and facility for safety and security and assesses, and responds as appropriate. 8. Performs other duties as assigned by management. Job Specific Requirements * Licenses/Certificates: Man-lift and Forklift Certification; Tow qualified; NATA Safety 1 Certification; eligible for Airline Fueling Certification and required FAA/TSA Certifications; meets TSA security requirements; respirator fit eligible. Must have a valid Driver's License and an acceptable driving record * Attendance: Regularly scheduled attendance required * Physical: Routinely lifts 50 lbs., occasionally lifts 100 lbs.; reads small print; hearing sounds associated with mechanical deficiencies; repetitive motion; works with moving parts and vibration; works in heights above four feet; tolerates standing, walking, bending, kneeling, stooping, crouching, crawling, climbing and sitting * Environmental: Tolerates working in extreme temperatures and noisy environments Education and Experience Line Service Representative I: * High School graduate or equivalent required * Previous Line Service, aviation and/or customer service experience required Line Service Representative II: * High School graduate or equivalent required * Minimum one year previous Line Service, aviation and/or customer service experience required Line Service Representative III: * High School graduate or equivalent required * Minimum three year previous Line Service, aviation and/or customer service experience required Available Benefits * Moving is expensive and hard work! Relocation Assistance is available for those that qualify. * Duncan offers a comprehensive Benefits Package (Medical, Dental, Vision, Vacation/Holiday) that is available to team members on day one. * Plan for your medical needs with a Health Savings Account (employer and employee contributions). * Save for your future through our 401(k) program where you can begin contributions within your first 45 days, 50% match on first 6% contributed * Participate in Duncan Aviation's Tool Account Program, to acquire & grow your Tool Inventory all while making interest free payments * Take advantage of a variety of In-House Training opportunities, or use Tuition Assistance to further your education. Duncan Aviation is an Equal Opportunity and Affirmative Action Employer. EOE Minorities/Females/Protected Veterans/Disabled
    $28k-43k yearly est. 26d ago
  • Financial Services Representative - State Farm Agent Team Member

    Trinesha Goebel

    Finance service representative job in Lansing, MI

    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.
    $45k-65k yearly Auto-Apply 60d+ ago
  • Financial Services Specialist

    Western Michigan University Portal 4.5company rating

    Finance service representative job in Kalamazoo, MI

    Minimum Qualifications Bachelor's degree in related field from an accredited institution, or equivalent combination of education and experience. One year's relevant experience. Strong interpersonal, written and verbal communication skills. Familiarity of federal, state and institutional financial aid regulations and guidelines.
    $32k-40k yearly est. 60d+ ago
  • Part Time Associate Banker Lansing (30 hours)

    JPMC

    Finance service representative job in East Lansing, MI

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $39k-84k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Chad Heeter-State Farm Agent

    Finance service representative job in Battle Creek, MI

    Job DescriptionBenefits: Hiring bonus 401(k) matching Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our Battle Creek office has been in operation since January 1, 2017, celebrating eight years of growth, while our Marshall office opened on July 1, 2024. Our team consists of 7 dedicated members in Battle Creek and 5 in Marshall, along with the agent. I am a proud graduate of Mattawan High School (2006), Ferris State University, and Grand Valley State University, where I earned a business degree in 2010. Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. We offer a competitive matching 401k, flexible hours and a hiring bonus as perks for our employees. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Chad Heeter - 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 currently hold relevant financial service licenses (Life/Health, SIE, Series 6/63/65) Sound knowledge of financial service products. 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
    $26k-43k yearly est. 3d ago
  • Financial Services Representative - State Farm Agent Team Member

    Robert Bell-State Farm Agent

    Finance service representative job in Lansing, MI

    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.
    $26k-43k yearly est. 11d ago
  • Financial Services Representative State Farm Agent Team Member

    Trinesha Goebel-State Farm Agent

    Finance service representative job in Lansing, MI

    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
    $26k-43k yearly est. 11d ago
  • Customer Service Representative

    SIAA 3.6company rating

    Finance service representative job in Jackson, MI

    The insurance industry is evolving, and SIAA is excited to drive this evolution. As the premiere agent alliance, we have created the strongest network where independent insurance agencies can accelerate their growth by accessing diverse products from the most reputable carriers available. We make a difference in people's lives by helping them build successful careers and businesses, and when we achieve this for our member agencies, our strategic partner carriers, and for our internal team, the potential for our collective success is unlimited. As a Great Place to Work, SIAA embraces the unique experience, background, and perspective that each individual brings, and we are connected by the common core values that drive our success: Persistent Positivity, Intellectual Curiosity, Humble Authenticity, Selfless Collaboration, and Solution-Driven. Join a team that is relentless in its' pursuit of continuous improvement and execution of forward-thinking ideas. If you are looking for an organization where your ideas are heard, your feedback is valued, and your opportunities to learn and grow abound look no further than SIAA and our master agency network. Michigan Agency Partners, a master agency, has a new opportunity in their retail insurance division and are looking for a highly organized and detail-oriented Property and Casualty Customer Service Representative located in the mid-Michigan area. The ideal candidate will be property and casualty licensed, have at least 3 years of experience working within an independent agency, have excellent communication skills and a strong understanding of personal lines insurance policies. This individual will be responsible for providing exceptional customer service to clients, assisting with policy inquiries, and maintaining accurate records. Key Responsibilities: Provide customer support and answer policy-related questions. Learn and understand company insurance products. Navigate insurance companies' websites. Offer new insurance products to customers. Respond to customer inquiries and recommend solutions. Assist with claims and payment issues. Document conversations with clients with details of inquiries and action steps taken in Agency Management system. Send newsletters, mail, and other forms of correspondence to customers. Maintain strong client relationships. Qualifications & Skills: Property & Casualty License in Michigan At least 3 years of previous experience working as a customer service representative in Property and Casualty Insurance. In-depth knowledge of personal lines insurance products and policy coverage. Ability to multi-task. Effective communication skills - both verbal and non-verbal. Must be friendly and willing to help others. Highly detail oriented with strong recall of data and details. Basic computer and typing skills. Actively listens and applies sound judgement in decision-making. Must be able to quickly analyze all situations and solve problems efficiently. Certificates, Licenses, Registrations: Property and Casualty License required. SIAA is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws. SIAA participates in E-Verify.
    $28k-35k yearly est. 8d ago
  • Financial Services Representative State Farm Agent Team Member

    Ridge Tefft-State Farm Agent

    Finance service representative job in Charlotte, MI

    Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Ridge Tefft - 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. 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
    $26k-43k yearly est. 31d ago
  • Student Financial Services Representative

    Kalamazoo Valley Community College 4.3company rating

    Finance service representative job in Kalamazoo, MI

    Are you an administrative support professional who wants to join a team that plays a critical role in serving the greater Kalamazoo community? Would you like to work with students in helping them attain their educational dreams? If so, Kalamazoo Valley Community College may have a great opportunity for you. About Us Kalamazoo Valley Community College is a comprehensive, fully accredited, public, two-year college in Kalamazoo, Michigan. We offer associate degrees in more than 60 areas of study and 50 certificate programs. Kalamazoo Valley Community College creates innovative and equitable opportunities that empower all to learn, grow, and thrive. About the Opportunity Kalamazoo Valley Community College is seeking a full-time Student Financial Services Representative. The individual in this position will seek to create a collaborative partnership between students and financial aid staff. The aim is to ensure that students feel welcomed to ask their financial aid questions and share their plans/concerns authentically, in an environment designed to be responsive and supportive. This position will support several aspects of the college's strategic plan, including providing holistic student support and the processing of VA Benefits. Characteristic Responsibilities and Duties * Answer financial aid phone calls and emails, see students at the counter, and process paperwork. * Assist financial aid applicants with the financial aid process and veterans with veteran benefit applications. * Notify student financial aid applicants of information needed to complete financial aid files. * Assist aid recipients with program requirements and process VA benefit paperwork/applications, as needed. * Track, update, and maintain student financial aid and VA benefit files within the financial aid office. * Complete special and ongoing projects/tasks/responsibilities (such as work-study placement and monitoring, assist with America Reads position development, review student holds, complete housing/enrollment verification paperwork, and assist with Pell reconciliation). * Enter data into assigned computer systems (Banner, Salesforce, VA OneSource, NSLDS, etc). * Type standard forms, letters, and other mailings. * Taking payments for student accounts, helping students set up payment plans, and help students set up refund options. * Occasional outreach events and Tuesday Nights until 7pm. Minimum Qualifications: Appropriate education, training, experience and talents are required. An example of this would be an Associate degree in an appropriate field and the equivalent of two years of general office work. Preferred Qualifications and Experience: Physical Demands: Work Hours: Core Business Hours: Monday-Friday 8:00 am - 5:00 pm; Tuesdays 10:00 am - 7:00 pm on rotational basis. Posting Date 01/14/2026 Closing Date: Special Instructions to Applicants: Please apply online at jobs.kvcc.edu. This position will remain posted until filled, however, priority consideration will be given to applications received by January 28, 2026. EEO Statement As an employer, Kalamazoo Valley encourages, welcomes, and fosters differences because we believe that diversity makes us great. It is the policy of Kalamazoo Valley Community College not to discriminate on the basis of race (including traits associated with race such as hair texture and protective hairstyles), religion, color, national origin/ethnicity, sex, sexual orientation, gender identity, gender expression, pregnancy, disability, genetic information, age, height, weight, familial status, veteran status, marital status, citizenship, or any other status or characteristic protected by law, in its programs, services, employment or activities. All qualified applicants will be given equal opportunity and consideration for employment; please consider joining us as we empower all to learn, grow and thrive. Prior to a job offer, candidates will be required to complete a criminal record background check. For some positions, a credit history investigation will also be required. Information gathered will be used for job-related purposes to the extent permitted by applicable law and will not result in an automatic disqualification from an employment opportunity.
    $21k-25k yearly est. 4d ago
  • Customer Service Representative

    Copart 4.8company rating

    Finance service representative job in Wayland, MI

    Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology. The Customer Service Representative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned. Required Skills and Experience: * One year of office support experience in a customer service role preferred * High School diploma * Excellent customer service skills and attitude * Excellent written and verbal skills * Proficient with office equipment * Attention to detail * Problem-solving * Computer proficiency - MS Suite * Typing speed 45WPM * Professional appearance * Ability to multi-task in a fast-paced environment * Bilingual skills a plus * Occasional overtime as needed Pay $18.00 - $20.29 per hour Benefits Summary: * Medical/Dental/Vision * 401k plus a company match * ESPP - Employee Stock Purchase Plan * EAP - Employee Assistance Program (no cost to you) * Vacation & Sick pay * Paid Company Holidays * Life and AD&D Insurance * Discounts Along with many other employee benefits. At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully. E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program: * E-verify Participation * Right to Work
    $18-20.3 hourly Auto-Apply 28d ago
  • Financial Services Representative

    Michigan First 4.0company rating

    Finance service representative job in Jackson, MI

    Location : Address 2777 Airport Rd Location : City Jackson Location : Postal Code 49202 Responsibilities Branch Hours Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager. Job Description Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations. As a Retail In-Store Financial Service Representative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free. What You'll Do: Deliver stellar service to credit union members and potential new members. No slackers here! Serve as a face for our brand. Happy, confident, positive - that's who we are. Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them. Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member. Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First! Qualifications What We're Looking For: Outgoing, personable candidates. You must truly love talking to people to work here. Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better! Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience. You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field. A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members. We need team players! You must be able to assist at any of our in-store locations to meet business needs. Who We Are Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs. Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth. Michigan First highlights: 500 team members 32 locations spanning the Lansing area, Grand Rapids and Metro Detroit Industry leader in community support and charitable giving through the Michigan First Foundation Member Services Call Center operates 24/7/365 Over $1.5 Billion in assets Awards Michigan First Credit Union has been the proud recipient of: 2024 Best & Brightest in the Nation 2024 Best & Brightest in Metro Detroit 2024 Best & Brightest in West Michigan 2024 Best Credit Unions to Work For 2024 Crain's Cool Places to Work 2024 Detroit Free Press Top Workplaces 2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level 2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions) Benefits and perks of joining our award-winning team include: Very competitive pay Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance 401(k) - 100% match up to 5% deferral Tuition reimbursement for both Undergraduate and Graduate degree program Access to a complimentary concierge service that assists with nearly any item on your to-do list Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms Wellness initiatives and events throughout the year to help team members stay healthy Loan discounts for certain secured and unsecured loans and mortgages Opportunities for pay increases, incentives and profit-sharing, based on performance Onsite subsidized top notch Cafe 26 for team members' use Onsite bowling center Michigan First Credit Union is an Equal Opportunity Employer.
    $24k-29k yearly est. Auto-Apply 8d ago
  • Member Service Representative - Part-Time

    Case Credit Union 3.7company rating

    Finance service representative job in Lansing, MI

    Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail, including processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing suffixes, renewing term deposits, and assisting members with questions and account problems. Answers members' questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union services. Performs specific assigned side-jobs including various clerical and receptionist functions, and assists other Member Service Representatives with duties as required. Serves members promptly and professionally. Assists members to achieve their financial success, by promoting the products and services that CASE has to offer. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the efficient, effective, and accurate performance of MSR I functions. a. Represents the Credit Union in a courteous and professional manner. b. Receives deposits, loan payments, late payments, payroll starts, stops, and changes. c. Processes cash advances, gift cards, stamps, cashiers' checks, money orders, stop payments, wires, service center transactions. d. Disburses cash or check withdrawals. e. Processes transfers. f. Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly. g. Trial balances throughout the day. Balances daily transactions and verifies totals. Investigates and resolves out-of-balance conditions. h. Ability to open and close branch locations. i. Following all procedures for branch security and safety. 2. Assumes responsibility for the effective and professional performance of member service functions. a. Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Orders checks for members' accounts. Receives payroll deduction and authorization forms. b. Answers questions and solves problems for members by listening to problems, collecting data, and reporting results to the inquiring member. c. Performs address changes, name changes, suffix type changes as needed. d. Keeps members informed of Credit Union services and processes, including types of available accounts, interest and dividend rates, and other related services. e. Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information. f. Actively cross-sells Credit Union products and services. 3. Assumes responsibility for establishing and maintaining effective coordination and working relationships with other departments and with management. a. Assists other departments as required. b. Keeps supervisors informed of activities and of any significant problems or concerns by following the chain of command. c. Completes required reports and records accurately and promptly. d. Attends meetings as required. 4. Assumes responsibility for related duties as required or assigned. a. Performs drive-up service, verification of ATM envelopes and night drop functions as assigned. b. Ensures that work area is clean, secure, and well maintained. c. Performs related clerical duties as required d. Participate in training activities within the department/branches, as well as some training outside the department. Such training helps to ensure staff compliance with Credit Union policies and state and federal regulations and laws. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: None Interest in Finance or Accounting field preferred Experience Required: Abilities generally acquired on the job in 12 months. No experience necessary. Skills/Abilities: Good communication skills. Time management. Ability to operate related computer applications and other business equipment including fax, copy machine, coin and money counting machines, and telephone.
    $29k-34k yearly est. 60d+ ago
  • Market Relationship Banker

    Old National Bank 4.4company rating

    Finance service representative job in Kalamazoo, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 8d ago
  • Member Service Representative (MSR) I

    Blue Ox 4.1company rating

    Finance service representative job in Coldwater, MI

    Are you ready to take the next step in your career with a company that values innovation, integrity, and community? At BlueOx Credit Union, a division of Ignite Credit Union, we're more than just a financial institution-we're a team dedicated to making a meaningful impact in the lives of our members and the communities we serve. We're looking for passionate, driven individuals who are excited to grow with us and help ignite financial success for all. If you're looking for a workplace that champions professional development, collaboration, and a people-first approach, we want to hear from you! Benefits Offered: Bi-weekly 401(k) Match and Profit Sharing Education reimbursement Up to $600 in wellness reimbursement annually - fitness equipment, gym membership, massages, etc. Full Medical, Dental, Vision, and Prescription Insurance coverage Health Savings Account with bi-weekly Employer Contributions Employer Paid Life Insurance Employer-paid Short and Long Term Disability coverage Pet Insurance Health Advocacy Support Generous Paid Time Off 12 Paid Holidays Employee Assistance Programs Monthly commissions and incentives Employee Appreciation Events Community Volunteering Opportunities Performance and Discretionary Bonuses Employee Discount Program for travel, shopping, restaurants, etc. … and more Requirements We are looking for a friendly, detail-oriented Member Service Representative I (MSR I) to join our branch team. This role is focused on delivering prompt, accurate, and welcoming service to members by processing financial transactions, answering questions, and identifying opportunities to connect members with additional products and services-especially digital and self-service solutions. As an MSR I, you will be a key part of creating a positive member experience by greeting members immediately, maintaining transaction accuracy, and supporting the Credit Union's growth through relationship-building and referrals. What You'll Do Member Transactions & Service Process daily teller transactions, including deposits, withdrawals, and payments. Maintain a balanced cash drawer and correct discrepancies as they arise. Buy and sell cash from the vault following established procedures. Answer member questions and resolve routine issues at the teller line Sales & Referrals Identify opportunities to recommend credit union products, services, and promotions. Focus on electronic and digital services that help members self-serve. Refer members to appropriate team members for more complex needs Member Support & Operations Respond to member inquiries with professionalism, discretion, and confidentiality. Perform operational tasks such as scanning documents, updating member records, processing mail payments, making night deposits, and making outbound calls. Maintain a professional, welcoming branch environment. Perform other duties as assigned to support branch operations What Success Looks Like Providing prompt, friendly, and accurate service to every member. Immediately acknowledging and assisting members upon entry to the branch. Maintaining accuracy and minimizing transaction errors. Actively promoting products and services that meet member needs. Adhering to all credit union policies, procedures, and confidentiality standards What We're Looking For High school diploma or GED required. At least 12 months of experience in customer service and cash handling is preferred. Strong interpersonal and communication skills. Excellent attention to detail and commitment to accuracy. Comfort using computers, phones, calculators, and office equipment. Ability to work in a fast-paced environment and make sound decisions. Ability to stand and walk for extended periods and lift up to 25 pounds At BlueOx Credit Union, a division of Ignite Credit Union, you'll find more than just a job-you'll discover a career where your contributions are valued, your growth is supported, and your impact is felt. Join a dynamic team committed to fostering financial well-being and building stronger communities. If you're looking for a role where you can thrive professionally while making a difference, Ignite your future with us today! BlueOx Credit Union, a division of Ignite Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, height, weight, disability, genetic information, marital status, amnesty, status as a covered veteran, or any other status or characteristic protected by applicable federal, state and local laws. Salary Description $16.40/hr
    $21k-32k yearly est. 7d ago
  • Virtual Banker

    Union Bancshares of Benton Inc. 4.1company rating

    Finance service representative job in Lake Odessa, MI

    is based on site at our location in Lake Odessa, MI. This is not a remote role.* The Virtual Banker will engage with customers in a blended contact center environment consisting of telephone, interactive video, web chat, secure mail and online banking interactions. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Bank products and services, and cross-sells other products based on the customer's needs. These functions will range from basic to hard in complexity. Virtual Bankers strive to provide best in class customer experiences by personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. Virtual Bankers will work as part of a team under the direction of the Contact Center Manager and Contact Center Team Lead. The representative will be responsible for supporting department objectives through direct customer interactions, adhering to quality standards, and performing administrative tasks. Essential Functions Customer Service & Account Opening Provide exceptional customer service through quality conversations and timely communications. Conducts work in a Video Conference environment and in a variety of computer programs including Microsoft Office Suite, Mitel phone systems, Jack Henry Platform Video Conferencing System and others. Ethically conducts operational tasks related to protecting customer and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. Protects all customer information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates. Provide front-line customer support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels. Process customer support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc. Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts. Maintain a personally professional and presentable appearance in all internal and external customer interactions. Be fully proficient in the video banking system and online banking tasks. Engage with customers in a professional and friendly manner while providing a positive brand experience during each customer interaction. Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. Assist with troubleshooting and issue resolution tasks associated with the Video Banking system and liaise appropriately with Contact Center Management, branch, operations, and IT staff in problem identification and resolution. Work with individuals in other departments (retail branches, deposit operations, online banking, and customer relations) to address Universal Banker and Call Center customer service issues and escalations. Regular attendance is required, working at the worksite during regular contact center business hours and/or assigned hours including evenings and weekends. Must have the ability to effectively cross-sell bank products and services. Collaborates with team members during times of excess workload to pick up overflow. Other duties as assigned from time to time by the Contact Center Manager or Contact Center Team Lead. Operational Excellence Responsible for knowing and adhering to appropriate security and emergency procedures. Keep customer information in a secured area at all times while maintaining an organized work station. Maintain knowledge of the bank's policies and procedures. Help coordinate branch document retention and destruction in accordance with the bank's policies and procedures. Sales & Referrals Consistently meet or exceed sales referrals, as set by management. Proactively work to deepen both new and existing customer relationships through cross-sell opportunities. Engage in consultative discussions with customers through the new account opening process to understand their financial picture and recommend products and services that best align with meeting their needs. Actively involve yourself in sales meetings and staff meetings. Maintain a thorough understanding of all Retail products and services offered. Have a good understanding of the bank's IRA (Traditional & Roth) and HSA offerings, including tax benefits, contributions and distributions. Other Functions Other duties/projects as assigned Familiar with and abides by all bank regulations including but not limited to BSA/AML and OFAC Working Conditions of the Job Stationed at desk 95% of working time. No unusual physical exertion required. No particular hazards on the job. Requirements Job Qualifications Familiarity with banking products and services. Ability to communicate effectively in person, on-screen, over the phone and in writing. Ability to solve problems while working directly with external and / or internal customers. Familiarity and high comfort level with a variety of electronic forms of communication -- phone, video, social media, email, etc. Strong attention to detail and ability to complete work accurately. Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products. Above average ability to think logically in order to analyze situations, resolve problems, and make sound decisions. Ability to handle multiple tasks simultaneously. Proficient at working with multiple computer and software systems. Good interpersonal communication. Good organization and time management skills. Ability to listen and develop/suggest solutions to problems. Ability to retain confidential information. Willingness to work flexible hours. Education & Work Experience High school diploma or equivalent. 1 year Customer Service, Retail banking or equivalent experience. Experience with using Onboard deposit software system, preferred. EEO Statement Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated. This does not list all of the duties of the job. Other duties and responsibilities may be assigned. This may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.
    $27k-43k yearly est. 5d ago
  • Market Relationship Banker

    Old National Bank 4.4company rating

    Finance service representative job in Kalamazoo, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships * Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. * Cross sells products and services and refers to business product partners to ensure client needs are met. * Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets * Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. * Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. * Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight * Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. * Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. * Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. * Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: * Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. * Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: * Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. * Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: * Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables * Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. * Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. * Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market. Relationship Banker * Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. * Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements * High School diploma or GED Equivalent * Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) * Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II * Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. * Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. * Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. * May manage an assigned client portfolio to handle all consumer banking relationship needs. * Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. * Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements * High School diploma or GED Equivalent * Minimum one year relationship-based client consultation and/or consultative sales experience * Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending * Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $17 hourly Auto-Apply 7d ago
  • Part Time Associate Banker Grand Rapids (30 Hours)

    JPMC

    Finance service representative job in East Grand Rapids, MI

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $38k-81k yearly est. Auto-Apply 60d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Battle Creek, MI?

The average finance service representative in Battle Creek, MI earns between $21,000 and $53,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Battle Creek, MI

$33,000

What are the biggest employers of Finance Service Representatives in Battle Creek, MI?

The biggest employers of Finance Service Representatives in Battle Creek, MI are:
  1. Chad Heeter-State Farm Agent
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