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Finance service representative jobs in Battle Creek, MI

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  • Sales and Service Representative

    Heritage-Crystal Clean LLC 4.5company rating

    Finance service representative job in Jackson, MI

    Join the Crystal Clean Team as a Route Sales & Service Representative! Are you a driven, customer-focused professional looking for a dynamic career in a thriving industry? Crystal Clean (CC) is seeking passionate individuals to join our growing team as a Route Sales & Service Representative (SSR). As a leader in the environmental waste services sector, we offer competitive compensation, outstanding benefits, and ample opportunities for career advancement. Why Crystal Clean? At Crystal Clean, we pride ourselves on being more than just a company-we're a community. By joining us, you'll become part of a forward-thinking organization that values its employees and strives for excellence in everything we do. Enjoy the perks of working for a leading firm while contributing to a cleaner, greener future. What You'll Do: Drive Sales Growth: Implement effective sales strategies to expand our business with new and existing customers. Deliver Top-Notch Service: Provide essential services at customer facilities, including parts washing units and waste drum pickup, using our state-of-the-art equipment. Ensure Safety and Efficiency: Adhere to all safety guidelines, inspect your vehicle and equipment, and align work orders to minimize travel time. Cultivate Relationships: Develop and maintain strong relationships with customers, pursue additional services, and generate new business opportunities. Achieve Goals: Meet sales quotas and contribute to overall revenue growth. What We're Looking For: Strong Communicator: Excellent communication skills with a keen attention to detail. Customer-Focused: Ability to engage effectively with customers and colleagues. Tech-Savvy: Proficient in operating various equipment, including electronic devices and truck gear. Experienced: Route sales experience is a plus, but not required. Certified: High School diploma or equivalent, with a Class B CDL, Med Card, Airbrake, and HAZMAT certifications. Physical Requirements: Lift materials weighing up to 80lbs regularly. Handle and maneuver drums of waste/product, sometimes exceeding 400lbs. Complete a pre-employment physical and drug screening. Work Environment: Diverse work settings with varying noise levels. Frequent physical activity including bending, lifting, and climbing. Why You'll Love Working Here: Competitive Salary: Attractive compensation package with performance incentives. Comprehensive Benefits: Health, dental, vision, and more. Career Growth: Opportunities for professional development and career advancement. Inclusive Culture: We value diversity and strive to reflect the communities we serve. Apply Today! If you're ready to make a meaningful impact with a leader in environmental services, apply now to become a Route Sales & Service Representative at Crystal Clean. Together, we'll drive innovation, deliver exceptional service, and create a cleaner, safer world. Crystal Clean LLC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Average Annual Earnings : $55,000-$75,000 The compensation for this role is comprised of a weekly base salary plus uncapped commission. Actual total earnings will vary based on performance and location and may fall outside of the range shown.
    $55k-75k yearly 4d ago
  • Finance AI Specialist

    Mercor

    Finance service representative job in Kentwood, MI

    Mercor is partnering with a leading AI research group to develop finance-specific knowledge systems for advanced AI agents. We are seeking finance experts with strong AI prompting capabilities to create structured guides that transform general-purpose AI into domain-specialized financial tools. This is a project-based opportunity ideal for professionals with both deep finance expertise and practical experience using AI for workflow enhancement. If you are not skilled at working with AI models, this project will not be a good fit. We are only looking for experts from the US, Canada, England, Australia, and New Zealand. **2\. Key Responsibilities** - Translate complex finance concepts into AI-readable formats - Prompt, test, and refine AI agents for improved domain-specific performance - Create reusable instructions, templates, and best practices for AI agents - Potential to collaborate asynchronously with AI researchers on validation and design **3\. Ideal Qualifications** - 2+ years of experience in finance, investment banking, private equity, or hedge fund experience preferred - Strong practical understanding of financial modeling, transactions, or research workflows - Demonstrated expertise using and prompting AI tools (e.g., GPT, Claude, etc.) - Ability to write clear, structured content for both human and AI consumption - Self-directed, highly organized, and able to work independently **4\. More About the Opportunity** - Remote and asynchronous - set your own hours - Expected time commitment: minimum 10 hours/week - Project-based engagement over the next couple weeks, with significant opportunity for expansion or movement to other projects with high performance if requested - Opportunity to shape how AI systems learn and reason in the finance domain **5\. Compensation & Contract Terms** - $100-150/hour (most experts will start at the lower range, but will quickly have the opportunity to make up to $150/hr with high performance) - Independent contractor classification - Weekly payments via Stripe Connect **6\. Application Process** - We're looking to get started as soon as possible so we'll be following up with the top applicants as quickly as we can! **7\. About Mercor** - Mercor is a talent marketplace that connects top experts with leading AI labs and research organizations - Our investors include Benchmark, General Catalyst, Adam D'Angelo, Larry Summers, and Jack Dorsey - Thousands of professionals across domains like law, creatives, engineering, and research have joined Mercor to work on frontier projects shaping the next era of AI
    $45k-79k yearly est. 36d ago
  • Card Services Representative

    Kellogg Community Credit Union 3.8company rating

    Finance service representative job in Battle Creek, MI

    Join Kellogg Community Credit Union as a Card Services Representative in our Second Street branch! Our Card Services Representatives are responsible for a range of duties including card ordering, member inquiries, charge back processing, fraud investigations and many other tasks while providing world class member service. Requirements Orders and does maintenance on plastic cards Investigates and researches fraud, processing issues, and member issues Completes related reports, tracking, and records Promptly and accurately completes all member and team member requests Creates strong relationships with members and team members Provides world class member service Performs other duties as assigned. Qualifications: One to three years similar or related experience Strong knowledge of plastic card processing and regulations preferred Strong computer skills including the Microsoft Suite Strong attention to detail, and excellent time management skills Effective communication skills, written and oral Ability to interact with others on a regular basis and build relationships Candidates must have availability Monday-Friday until 5:30 pm. Opening is in Battle Creek Michigan. PM20 Requirements: PI1153f0***********1-39128121
    $32k-38k yearly est. 7d 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 Senior

    Western Michigan University 4.5company rating

    Finance service representative job in Kalamazoo, MI

    * Provides higher-level processing functions to support regulatory review and team lead responsibilities. Conducts student need analysis and provides financial aid counseling. * Advises and counsels students, parents, and prospective students experiencing immediate emergencies that threaten financial obligations and offers alternative solutions. * Advises on University policy and procedures affecting billing accounts, disbursement, or repayment of financial aid. Provides counseling to students regarding account balances and payment options utilizing budget and debt management techniques. * Conducts advanced-level regulatory review. Reviews over-award and disbursement error reports, including quality control processes. Leads policy and procedure work groups to support policy and procedure manual updates. May assist in the development and implementation of training practices. * Advises on federal, state, and institutional financial aid regulations and guidelines. Implements proper awarding, disbursement, and billing of financial aid. Understands institution information systems and federal government-supported systems. * Functions as a team member of enrollment management. Works closely with other campus departments and special departments for extensive programming. * Collaborates with other departments to create and deliver outreach activities through workshops, presentations, and special events, on and off-campus about financial aid-related concepts. Assists in developing and revising financial aid information materials. * Oversees higher education financial aid software processing and uses professional judgment related to system navigation and use. Minimum Qualifications * Bachelor's degree in a related field from an accredited institution. * One to three years' of student financial aid experience or equivalent experience. * Strong interpersonal, written and verbal communication skills. * Public speaking experience. * Familiarity with state and federal regulations pertaining to financial aid programs. * Ability to apply analytical and problem-solving skills to a wide variety of financial situations. * Advanced office software skills, including word-processing and spreadsheets. * Proficiency using and querying databases. * Solid teamwork skills. * Customer service skills. Desired Qualifications * Advanced knowledge and experience in processing of Return of Title IV Funds, Verification, and Professional Judgement. Special Instructions to Applicants * External applicants should use the WMU - Application. * Internal applicants should use the WMU - Internal Application. Additional Position Information * Staff Compensation System pay grades and rates are available at: *************************************** * Western Michigan University offers generous benefits to its employees including health, dental, vision, life and disability insurance, retirement, and tuition discount for the employee and tuition remission for eligible dependents. To access information about the specific benefits available for this position, go to: ****************************************** Physical requirements and working conditions * Office or other indoor work with minimal physical demands such as occasionally lifting or moving materials less than 25 pounds. * Work is generally performed in a well-lit, temperature-controlled indoor environment with occasional exposure to the outdoors or any number of elements.
    $32k-40k yearly est. 24d ago
  • Financial Services Specialist

    Michigan Farm Bureau 4.1company rating

    Finance service representative job in Lansing, MI

    OBJECTIVE Financial Services Specialist Objective To process various financial transactions to support our billing and policy issuance systems. To address questions and concerns from internal and external customers by providing billing account and personal lines and commercial lines of business policy information. To correspond with insureds, outside collection agencies, debtors, and Farm Bureau Insurance agents, while utilizing professional customer service skills. To train and provide support and assistance to the Associate Financial Services Specialists. To preserve the customer relationship, gather information, and improve the overall service process. To occasionally assist management with projects, as well as represent the department as a subject matter expert. RESPONSIBILITIES Financial Services Specialist Responsibilities Maintain advanced knowledge of billing and all P/C products to process information, including changes, answering questions, and resolving problems. Ensure details of customer requests and complaints are handled accurately and efficiently by providing answers or solutions in a clear and concise manner. Make reasoned decisions quickly and appropriately. Participate in the completion of agent chargebacks, codification, and NSFs for the financial reconciliation team. Analyze and process nonnegotiable payments (NSFs) and initiate policy cancellations for the P/C Company. Handle write offs of NSF fees, when appropriate. Work EFT prenotes and complete insured chargebacks. QUALIFICATIONS Financial Services Specialist Qualifications Required High school diploma or equivalent required. Professional office experience with three to five years of insurance experience preferred. Computer experience required. Knowledge of Microsoft Word and Excel required. Preferred Basic accounting or bookkeeping experience preferred. Designations in AINS, ACS or AIS preferred. Microsoft Access Preferred. Note: Farm Bureau offers a full benefit package including medical, dental, vision, and 401K. PM19
    $24k-32k yearly est. Auto-Apply 57d 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
  • Member Service Representative (MSR)-II - Float

    Ignite Credit Union

    Finance service representative job in Allegan, MI

    This is a Float position. Travel to other branch locations is required. Travel time to locations other than the Float Tellers home-assigned branch will be paid, and mileage over 60 miles round-trip from the home-assigned branch will be reimbursed at the Credit Unions current mileage reimbursement rate. Are you ready to take the next step in your career with a company that values innovation, integrity, and community? At Allegan Credit Union, a division of Ignite Credit Union, were more than just a financial institutionwere a team dedicated to making a meaningful impact in the lives of our members and the communities we serve. Were 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 This is a Float position. Travel to other branch locations is required. Travel time to locations other than the Float Tellers home-assigned branch will be paid, and mileage over 60 miles round-trip from the home-assigned branch will be reimbursed at the Credit Unions current mileage reimbursement rate. The ideal applicant will have prior financial institution experience, as well as proven success in a sales environment. The Member Service Representative assists members and potential members with loan requests and new accounts, processes account transactions and resolves problems. The Member Service Representative provides expertise concerning more complex credit union services such as IRAs, specialized and business accounts, Certificate of Deposits, and other member needs that require more thorough assessment; open all types of Credit Union accounts. The Member Service Representative provides clerical and administrative support needed to process and close member loans. Expected to provide excellent Member Service, in accordance with expectations set forth by Management, and strive to meet or exceed assigned goals. Assists members with opening and closing accounts, answers questions about products and services, and resolves problems that are within their authority to resolve. Assists other MSRs with technical problems and questions relating to complicated products and regulations. Receives and prepares quality, complete, member loan applications. Manages follow-ups and focuses on processing approved loans to a high closing ratio in accordance with production goals. Cross-sell other loan opportunities, loan protection, and other services such as checking, money market accounts, CDs, etc. Expected to attain or exceed loan production goals monthly. Responsible for self-educating on products and services offered by the Credit Union and utilizing that knowledge to make appropriate product recommendations to our members. Receives and processes customer financial transactions, including but not limited to deposits, withdrawals, and loan payments, and transfers amounts from member accounts as directed. Ensures appropriate records are maintained and required reports are prepared; Will back up MSR I's on the Teller line as required. Balances cash drawer and checks received. Performs various miscellaneous duties including but not limited to outbound calling, answering the telephone, scanning, and updating member records. At Allegan Credit Union, a division of Ignite Credit Union, you'll find more than just a jobyou'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 youre looking for a role where you can thrive professionally while making a difference, Ignite your future with us today! Allegan 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. Compensation details: 20.84-20.84 Hourly Wage PI573392e97c6f-31181-39198237
    $21k-30k yearly est. 7d 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. 17d ago
  • Financial Services Specialist - West Side Branch

    MSU Federal Credit Union 4.1company rating

    Finance service representative job in Lansing, MI

    The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The Financial Services Specialist will deliver personalized service, making product and service recommendations after a thorough review of each member's unique financial position. Financial Services Specialists respond to member requests while recommending additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. Financial Services Specialists are responsible for problem solving to find the optimal solution for the member while mitigating risk to the member and Credit Union. Work Arrangement: This position is scheduled for an onsite presence at the West Side Branch. Schedule: * This position requires working a standard 40 hour week during Branch hours of operations * Monday - Thursday 8:45am - 5:45pm * Friday 8:00am - 6:15pm * Rotating Saturdays 8:45am - 1:15pm * Employees work every other Saturday and receive a consistent day off during the week to offset their hours * Scheduled hours could change based on business need and future department growth. An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment. Compensation & Benefits: * Starting at $18/hour dependent on experience * 100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums * Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays * 401(k) with a company match * Tuition Reimbursement * Up to 12 Weeks of Paid Parental Leave * Learn more about our benefits here Essential Duties and Responsibilities Financial Services Specialist * Provide superior member service by responding to members' inquiries with urgency, process transactions accurately and with proficiency, personalizing interactions with recommendations of products and services specific to members' unique needs. * Identify and sell products and services, provide financial education to enhance the member experience, and achieve individual and departmental goals. * Utilize outbound calling and cross-selling tools to further develop relationships with current members. * Utilize department and Credit Union procedures to mitigate risk, ensuring that member requests and transactions are processed with accuracy, protecting both members and the Credit Union from loss. * Manage time effectively while demonstrating initiative within the branch, consistently seeking opportunities for personal development and expanding knowledge to better serve members and the Credit Union. * Utilize a variety of communication channels (e.g., in-person, email, team collaboration tools) to ensure clear, effective, and timely communication within the team and across the Credit Union. * Actively promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence. * Demonstrate proficiency in Credit Union product knowledge, services, and fintech partners. * Effectively handle escalations by taking ownership, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service. * Apply fraud detection strategies, taking steps to mitigate risks, protecting members and the Credit Union. * Complete required departmental activities and trainings to ensure compliance with state and federal regulations, and Credit Union policies. * Adhere to safety and security procedures regarding emergency situations, third party access to secure areas, and promptly communicate suspicious activity to leadership. * Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations, adapting to new information, technology platforms, handling ambiguity and adapting to change. * Display adaptability and flexibility in meeting business needs based on member volume patterns at a branch or throughout the branch network. * Consistently meet or exceed established performance metrics, contributing to the Credit Union's goals and delivering a high standard of service. Knowledge, Skills and Abilities Financial Services Specialist: * High School Diploma or Equivalent required. * Follow proper balancing and cash handling procedures * Regular and predictable attendance * Demonstrate company core values * Ability to work scheduled hours including, weekend and overtime, when applicable * Receptiveness to accepting and applying feedback * Attention to detail * Proficiency in member service * Excellent listening skills * Clear and effective communication skills * Professional business etiquette and presentation skills, including maintaining a professional workspace * Strong sales skills with identifiable results * Critical thinking and problem-solving skills * Effective use of fraud detection and prevention techniques * Effective written and verbal communication skills * Skills in de-escalating and resolving escalating member situations * Adaptability and flexibility * Analytical skills and the ability to work independently * Math and general clerical aptitude * Ability to multitask and prioritize * Reliable and dependable * Error free typing skills with emphasis on accuracy * Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred * High School Diploma or GED Competencies * Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate. Physical Demands and Work Environment * May be required to remain in a stationary position for an extended period * Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage * Ability to move about inside of office area * Exposure to potentially hazardous conditions, i.e., robbery, and follows detailed instructions and procedures to minimize the exposure * The working arrangement for this position is onsite * Ability to safely lift, carry, and move items as required for branch operations Disclaimer * Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate. * MSUFCU is an affirmative-action, equal-opportunity employer. * To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
    $18 hourly 15d 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. 25d ago
  • Lead Student Financial Services Representative

    Kalamazoo Valley Community College 4.3company rating

    Finance service representative job in Kalamazoo, MI

    Are you a skilled administrative professional who's ready to lead a team that makes a real impact in the greater Kalamazoo community? Do you enjoy guiding others and helping students reach their educational goals? If so, Kalamazoo Valley Community College invites you to consider this new opportunity. Essential Job Functions: * Ensures Student Financial Services Representatives are adequately trained and the department is appropriately staffed to provide customer service. * Acts as first escalation point for students working with Student Financial Services Department. * Maintains documentation regarding front-line resources and documentation on procedures. * Provides front-line support for the financial aid offices including walk-ins, phone calls and emails, answers questions as able and schedules appointments for financial aid advisors and other staff. * Assists financial aid applicants with the financial aid application process and veterans with veteran benefit applications. * Notifies student financial aid applicants of information needed to complete financial aid files. * Assists financial aid recipients with program requirements and processes VA benefit paperwork. * Enters data into assigned computer system and prepares standard forms, letters, mailing lists, brochures/materials for publications and other documents. * Monitors work study students. * Utilizes complex computer programs for reporting, tracking and monitoring student records. * Manages and orders office supplies, student forms and handouts. * Recommends process improvements to Student Financial Service policies and procedures. Knowledge, Skills and Abilities: * Knowledge of general office procedures. * Knowledge of basic accounting principles * Knowledge of financial aid forms, rules, procedures and guidelines. * Skill in providing information and assistance to customers. * Skill in maintaining records. * Skill in cash management. * Skill in directing the work of others. * Skill in customer service and de-escalation. * Skill in the use of computers and software applications related to the essential functions of the job. * Skill in effective verbal and written communication. * Ability to identify and resolve problems in a timely manner. * Ability to work independently with minimal supervision. * Ability to establish and maintain effective working relationships with other personnel and the public. 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 three years of general office work. Preferred Qualifications and Experience: Physical Demands: Work Hours: Core Business Hours: Monday-Friday 8:00 a.m. - 5:00 p.m.; Tuesdays 10:00 a.m. - 7:00 p.m. on rotational basis. Posting Date 10/15/2025 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 November 2, 2025. 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. 50d ago
  • Financial Services Specialist - West Side Branch

    Msufcu

    Finance service representative job in Lansing, MI

    The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The Financial Services Specialist will deliver personalized service, making product and service recommendations after a thorough review of each member's unique financial position. Financial Services Specialists respond to member requests while recommending additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. Financial Services Specialists are responsible for problem solving to find the optimal solution for the member while mitigating risk to the member and Credit Union. Work Arrangement: This position is scheduled for an onsite presence at the West Side Branch. Schedule: This position requires working a standard 40 hour week during Branch hours of operations Monday - Thursday 8:45am - 5:45pm Friday 8:00am - 6:15pm Rotating Saturdays 8:45am - 1:15pm Employees work every other Saturday and receive a consistent day off during the week to offset their hours Scheduled hours could change based on business need and future department growth. An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment. Compensation & Benefits: Starting at $18/hour dependent on experience 100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays 401(k) with a company match Tuition Reimbursement Up to 12 Weeks of Paid Parental Leave Learn more about our benefits here Essential Duties and Responsibilities Financial Services Specialist Provide superior member service by responding to members' inquiries with urgency, process transactions accurately and with proficiency, personalizing interactions with recommendations of products and services specific to members' unique needs. Identify and sell products and services, provide financial education to enhance the member experience, and achieve individual and departmental goals. Utilize outbound calling and cross-selling tools to further develop relationships with current members. Utilize department and Credit Union procedures to mitigate risk, ensuring that member requests and transactions are processed with accuracy, protecting both members and the Credit Union from loss. Manage time effectively while demonstrating initiative within the branch, consistently seeking opportunities for personal development and expanding knowledge to better serve members and the Credit Union. Utilize a variety of communication channels (e.g., in-person, email, team collaboration tools) to ensure clear, effective, and timely communication within the team and across the Credit Union. Actively promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence. Demonstrate proficiency in Credit Union product knowledge, services, and fintech partners. Effectively handle escalations by taking ownership, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service. Apply fraud detection strategies, taking steps to mitigate risks, protecting members and the Credit Union. Complete required departmental activities and trainings to ensure compliance with state and federal regulations, and Credit Union policies. Adhere to safety and security procedures regarding emergency situations, third party access to secure areas, and promptly communicate suspicious activity to leadership. Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations, adapting to new information, technology platforms, handling ambiguity and adapting to change. Display adaptability and flexibility in meeting business needs based on member volume patterns at a branch or throughout the branch network. Consistently meet or exceed established performance metrics, contributing to the Credit Union's goals and delivering a high standard of service. Knowledge, Skills and Abilities Financial Services Specialist: High School Diploma or Equivalent required. Follow proper balancing and cash handling procedures Regular and predictable attendance Demonstrate company core values Ability to work scheduled hours including, weekend and overtime, when applicable Receptiveness to accepting and applying feedback Attention to detail Proficiency in member service Excellent listening skills Clear and effective communication skills Professional business etiquette and presentation skills, including maintaining a professional workspace Strong sales skills with identifiable results Critical thinking and problem-solving skills Effective use of fraud detection and prevention techniques Effective written and verbal communication skills Skills in de-escalating and resolving escalating member situations Adaptability and flexibility Analytical skills and the ability to work independently Math and general clerical aptitude Ability to multitask and prioritize Reliable and dependable Error free typing skills with emphasis on accuracy Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred High School Diploma or GED Competencies Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate. Physical Demands and Work Environment May be required to remain in a stationary position for an extended period Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage Ability to move about inside of office area Exposure to potentially hazardous conditions, i.e., robbery, and follows detailed instructions and procedures to minimize the exposure The working arrangement for this position is onsite Ability to safely lift, carry, and move items as required for branch operations Disclaimer Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate. MSUFCU is an affirmative-action, equal-opportunity employer. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
    $18 hourly 60d+ ago
  • 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 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. This position is located in a bilingual area and Spanish is often used within the banking center and would be preferred. 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 44d ago
  • Member Service Representative (MSR)-II

    Blueox Credit Union 4.1company rating

    Finance service representative job in Coldwater, MI

    Full-time Description 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 The ideal applicant will have prior financial institution experience, as well as proven success in a sales environment. The Member Service Representative assists members and potential members with loan requests and new accounts, processes account transactions and resolves problems. The Member Service Representative provides expertise concerning more complex credit union services such as IRAs, specialized and business accounts, Certificate of Deposits, and other member needs that require more thorough assessment; open all types of Credit Union accounts. The Member Service Representative provides clerical and administrative support needed to process and close member loans. Expected to provide excellent Member Service, in accordance with expectations set forth by Management, and strive to meet or exceed assigned goals. Assists members with opening and closing accounts, answers questions about products and services, and resolves problems that are within their authority to resolve. Assists other MSRs with technical problems and questions relating to complicated products and regulations. Receives and prepares quality, complete, member loan applications. Manages follow-ups and focuses on processing approved loans to a high closing ratio in accordance with production goals. Cross-sell other loan opportunities, loan protection, and other services such as checking, money market accounts, CDs, etc. Expected to attain or exceed loan production goals monthly. Responsible for self-educating on products and services offered by the Credit Union and utilizing that knowledge to make appropriate product recommendations to our members. Receives and processes customer financial transactions, including but not limited to deposits, withdrawals, and loan payments, and transfers amounts from member accounts as directed. Ensures appropriate records are maintained and required reports are prepared; Will back up MSR I's on the Teller line as required. Balances cash drawer and checks received. Performs various miscellaneous duties including but not limited to outbound calling, answering the telephone, scanning, and updating member records. 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 $20.21/hr
    $21k-32k yearly est. 55d ago
  • Part Time Associate Banker Grand Rapids (30 Hours)

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in East Grand Rapids, MI

    JobID: 210628913 JobSchedule: Part time JobShift: Variable : 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.
    $20k-39k yearly est. Auto-Apply 14d ago
  • Financial Services Specialist

    Western Michigan University 4.5company rating

    Finance service representative job in Kalamazoo, MI

    * Provides financial aid counseling, billing, cashiering and other financial services for students. * Advises and counsels students, parents and prospective students with questions about financial obligations. Offers alternative solutions. * Communicates with students and parents to answer questions and resolve issues regarding status of financial aid application and application process. Responds to email inquiries. Processes internal and external verification forms. * Advises on University policy and procedures affecting billing accounts, disbursement or repayment of financial aid. * Provides customer service and counseling to students and families whose financial circumstances change or threaten the students' ability to pay their financial obligations. * Evaluates and makes decisions regarding the appeal process in financial aid, including processing of all payment types, investigating disputed charges, arranging payment agreements and authorizing short term loans. Contacts individuals regarding outstanding balances. * Calculates financial need and performs monetary transactions. Monitors and audits student billing accounts. * Collaborates with office team to provide backup coverage for drop-ins, phone calls, email support, and on-call duties as needed. Serves as a student financial aid liaison for an assigned college, addressing escalated inquiries from students, parents, and departmental staff. * May conduct training and workshops on updated financial aid policies, processes and procedures. 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. Desired Qualifications Special Instructions to Applicants * External applicants should use the WMU - Application. * Internal applicants should use the WMU - Internal Application. Additional Position Information * Staff Compensation System pay grades and rates are available at: *************************************** * Western Michigan University offers generous benefits to its employees including health, dental, vision, life and disability insurance, retirement, and tuition discount for the employee and tuition remission for eligible dependents. To access information about the specific benefits available for this position, go to: ****************************************** Physical requirements and working conditions * Office or other indoor work with minimal physical demands such as occasionally lifting or moving materials less than 25 pounds. * Work is generally performed in a well-lit, temperature-controlled indoor environment with occasional exposure to the outdoors or any number of elements.
    $32k-40k yearly est. 14d ago
  • Private Client Banker- Okemos - Lansing, MI

    JPMC

    Finance service representative job in Lansing, MI

    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: **************************************************************************
    $30k-60k yearly est. Auto-Apply 60d+ ago
  • Vault Member Service Representative (MSR)

    Ignite Credit Union

    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, were more than just a financial institutionwere a team dedicated to making a meaningful impact in the lives of our members and the communities we serve. Were 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 The Vault Member Service Representative assists members and potential members with their credit union needs; explains services and opens new accounts; responds to problems, and directs members to the appropriate people. Assist the Branch Manager in ensuring daily MSR and branch operations run effectively. Effectively open and close the credit union by preparing and finalizing business operational duties in accordance with policy, procedures, and guidelines. Manages the vault expectations in accordance with guidelines and policies as determined by Management and is responsible for proper balancing and security of the vault within Credit Union guidelines, policies, and procedures. Assists with and monitors MSR operations and will be the subject matter expert for MSR operations in the branch. Assists with the training of new MSR staff and provides support through approved empowerment to make decisions. Buys and sells cash and handles more complex member account questions and transactions. Keeps management in the Branch informed of situations that arise within the MSR staff and day to day activities. Assists members with opening and closing accounts, answers questions about products and services, works the teller line as needed, and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to the next-level supervisor, along with their recommendations. Identifies cross-sell opportunities and cross-sells services to members. Refers potential loan opportunities to MSR IIs to follow up on. Responsible for advanced account maintenance as assigned. At BlueOx Credit Union, a division of Ignite Credit Union, you'll find more than just a jobyou'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 youre 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. Compensation details: 23.4-23.4 Hourly Wage PI3fe44ffa12b3-31181-39198248
    $21k-30k yearly est. 7d ago
  • Part Time Associate Banker Grand Rapids (30 Hours)

    Jpmorganchase 4.8company rating

    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.
    $20k-39k yearly est. Auto-Apply 15d 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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