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Finance service representative jobs in Detroit, MI

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  • Sales Representative

    Satellite Shelters 4.0company rating

    Finance service representative job in Detroit, MI

    60% - Sales: The position partners with the Branch Manager and other Sales Representatives to increase volume of product sales. In addition, the assisting in upkeep of current customers, the Sales Representative will incorporate sales techniques to grow and maintain our customer base. Travel is primarily local during business day, although some out-of-area and overnight travel may be expected. 40% - Sales Data Upkeep: This position captures the accurate data, tracks sales, and monitors technology to ensure that all possible prospect needs are met. Essential Duties & Responsibilities: Sales: Qualifies incoming leads from sources Develops and increases sales revenue to meet assigned targets. Coordinates the rental, sale, and lease of new and existing products and services. Maintains a high level of contact with key accounts to insure long-term business relationships. Attends trade shows Keeps informed of new products, services, and other general information of interest to customers. Utilizes trade data lists, marketing lists, trade associations and visiting customer job sites to acquire new customers. Follows up with customers on a timely basis to provide the highest level of customer service. Meeting or exceeding designated sales targets for assigned territory. Troubleshoots quality control issues Sales data Upkeep: Utilize available technology to assist in the promotion and sales. Converts quotes into orders Maintains existing customer data and sales reports. Designs new reports as needed. Management of Satellite's internet stores Creates and modifies floorplans in company software Works with marketing to create sales sheets, sale flyers, and other marketing materials. Develops and conducts marketing programs for assigned territory Education and Experience Requirements: Bachelor's degree in Business Administration, or equivalent experience required Direct sales experience preferred Development of a prioritization system to ensure work is completed quickly and efficiently. Proficient in Navision, Salesforce.com, Microsoft Office. Required Competencies/Skills: Ability to work effectively on a team to enhance the growth of the company. Excellent organizational skills to coordinate all aspects of sales. Strong interpersonal skills in working with both customers, vendors, and sub-contractors. Proven ability to work accurately. Excellent problem solving and detail-oriented skills. Previous successful sales experience in a high transaction, B2B, repeat customer environment. Strong written and verbal communication Experience using the telephone as a prospecting and sales tool. Good time management and organizational skills Proficiency in MS Office Suite, CRM programs, and other computer software. Physical/Mental Demands: Position requires a high degree of concentration to manage frequent interruptions while meeting strict deadlines. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger handle or feel; and reach with hands and arms. The employee is also required to lift up to 35 pounds worth of marketing material for tradeshows and displays.
    $51k-88k yearly est. 10d ago
  • Customer Service Representative (Travel Enthusiast) - On-Site

    Concentrix 4.2company rating

    Finance service representative job in Farmington, MI

    The Customer Service Representative interfaces with customers via inbound/outbound calls and/or via the Internet. This position provides customer service support and resolution of routine problems and questions regarding client products and/or services. (We accept applications for this position on an ongoing basis. Military veterans are encouraged to apply.) Join our team and be rewarded! We are offering a $500 bonus to new hires who remain with us for 90 days! A NEW CAREER POWERED BY YOU Are you looking for a career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture, and a genuine sense of belonging? Would you like to join a company that earns "World's Best Workplaces," "Happiest Employees," and "Best Companies for Career Growth" awards every year? Then the Customer Service Representative position at Concentrix is just the right place for you! As a Customer Service Representative, you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as "game-changers." Together, we help the world's best-known brands improve their businesses through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented people to join our purpose, people as passionate about providing outstanding customer experiences as we are. CAREER GROWTH AND PERSONAL DEVELOPMENT This is a great opportunity to reimagine an all-new career journey and develop "friends for life" at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned. WHAT YOU WILL DO IN THIS ROLE As a Customer Service Representative, you will: Receive incoming calls, chats, and emails, from customers interested in purchasing/researching travel by following standard scripts and procedures. Greet and converse with customers in a courteous, friendly, and professional manner. Make recommendations based on the customer needs and preferences. Determine customer reservation needs and preferences by utilizing established question and answer techniques Research travel rates, destinations, options, accommodations, and packages for customers. Process travel transactions by entering accurate and complete reservation information into the relevant systems Read legal scripts verbatim while maintaining sales and quality standards. Professionally and accurately support customer requests for itinerary changes or cancellations. Correctly answer general travel and site related questions from customers Deliver expert customer experiences with a smile. YOUR QUALIFICATIONS Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Customer Service Representative role include: High school degree or equivalent (required) Travel savvy: passion / experience with travel Sales/service experience in retail, sales, service or other "helping" business (preferred) At least 1 year of travel experience (preferred) Travel Agent Certification (preferred) Global Distribution Experience for Service Agents (preferred) Proficiency in a multi-system environment Basic internet and web-based application skills Typing 35 wpm as verified by a formal test Proficiency in fast-paced multi-tasking Eagerness to learn new technologies Employment for this position will begin on-site in the office starting on day one of employment at 34115 W 12 Mile Road, Farmington Hills, MI 48331. WHAT'S IN IT FOR YOU One of our company's Culture Beliefs says, "We champion our people." That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. Benefits available to eligible U.S. employees in this role include: The base salary range for this position is $16.50 - $18.00 /hr., (pay rate will not be below the applicable minimum wage). Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days. We accept applications for this position on an ongoing basis. Paid training and performance-based incentives. Lucrative employee referral bonus opportunities and shift differentials Company networking opportunities with organized groups in the following topics: Network of Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), Dynamic (Neurodiversity), Women in Tech, OneEarth Champions, and more 401K with company match; paid PTO and holidays; medical, dental, and vision insurance; and a comprehensive Employee Assistance Program (EAP) Health and wellness programs with trained partners to help promote a healthy you Mentorship programs that support your rewarding career journey A modern, state-of-the-art office setting with advanced technologies and a great team Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support Celebrations for Concentrix Day, Team Appreciation Day, Customer Service Week, World Clean Up Day and more Production schedules are as followed, and assigned by the Operations Team: REIMAGINE THE BEST VERSION OF YOU! If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their "employer of choice." Physical & Mental Requirements: While performing the duties of this job, the employee is regularly required to operate a computer, keyboard, telephone, headset, and other office equipment. Work is generally sedentary in nature. If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents Eligibility to Work: In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence. Where Job May be Performed: Currently, this position may be performed only in the states listed here . Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law. For more information regarding your EEO rights as an applicant, please visit the following websites: • English • Spanish To request a reasonable accommodation please click here . If you wish to review the Affirmative Action Plan, please click here .
    $16.5-18 hourly 1d ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in Detroit, MI

    Benefits: * 401(k) matching * Paid time off * Wellness resources FASTSIGNS Detroit is hiring for a Customer Service Representative to join our team! Benefits/Perks: * Competitive Pay * Paid Vacation & Holidays * 4% 401(k) Company Match * Employer Contributions to a Health Savings Account (HSA) * Employer-Paid Telehealth Access - Convenient, 24/7 virtual care for you and your family * Ongoing Training & Growth Opportunities * No Nights or Weekends - Monday-Friday schedule A Successful FASTSIGNS Customer Service Representative Will: * Greet and engage clients via phone, email, and in-person * Understand client needs and propose signage solutions * Prepare accurate quotes and manage job tickets through to production * Coordinate with our design and production team to ensure jobs meet specs and deadlines * Build strong relationships that turn one-time customers into repeat business Ideal Qualifications for FASTSIGNS Customer Service Representative: * 2-3 years of retail or counter sales experience preferred * High school diploma or equivalent * Outgoing, responsive, eager to learn and has the ability to build relationships * Great listening and organization skills * Ability to sit for long periods (4 hours or more) * Ability to view a computer screen for long periods (4 hours or more) * Ability to work under pressure to output high volume, high-quality work Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today!
    $28k-34k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Joan Warner

    Finance service representative job in Farmington, MI

    Responsive recruiter Benefits: Flexible schedule Opportunity for advancement Training & development About Us Our office is a dynamic, fast-paced environment where no two days are the same. Phones are constantly ringing, clients are stopping by, and our team thrives on collaboration and energy. With over 33 years of combined experience, our close-knit team of 7 in-office professionals (plus 1 part-time remote team member) works together to deliver exceptional results. Why Join Us? We are looking for individuals who thrive in a busy, collaborative environment and enjoy being part of a team that supports one another and celebrates success. Position Overview: Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand. Responsibilities: Forge enduring customer relationships and proactively follow up to ensure continued satisfaction. Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions. Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs. As an Agent Team Member, you will receive... 401K Hourly pay plus commission/bonus Health benefit stipend ($350/month) Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency $1000 signing bonus Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $35,000.00 - $75,000.00 per year Ready to Launch Your Career? If you want to work in an environment that is fun, challenging, and rewarding, then Joan Warner - State Farm Agent may be the right fit for you! About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, and Retirement Planning. Our office is located in Farmington, MI. Our agency has received awards including: Ambassador Travel, Legion of Honor, and Golden Triangle We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $35k-75k yearly Auto-Apply 60d+ ago
  • Part Time Associate Banker Detroit Metro West (30 Hours)

    JPMC

    Finance service representative job in Troy, MI

    We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs 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 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $41k-87k yearly est. Auto-Apply 60d+ ago
  • Parts and Service and Circular Economy Data Officer

    FCA Us LLC 4.2company rating

    Finance service representative job in Auburn Hills, MI

    Mission: Transform data into actionable insights to drive performance, customer value, and operational efficiency across the global Parts & Services and Circular Economy organization Main Responsibilities: Data roadmap Define and implement the PSCE data vision and strategy supporting the business strategic goals and aligned with Functions & Regions objectives. Benchmark best practices Build and scale a high-performing data team to support the growing needs of PSCE. Data governance Establish data governance frameworks (policies, processes, roles, and standards) to ensure data quality, standardization, consistency, regulatory compliance and adequation to business needs in accordance with strategic priorities. Build and maintain data pipelines and products so Business teams can implement actionable insights to drive performance, customer value, and operational efficiency across the global PSCE organization (the data infrastructure, frameworks, monitoring are managed by ICT teams). Collaborate with AI & Data Ambassadors and Champions to align data initiatives with enterprise-wide AI strategies and community goals. Projects & Portfolio Support Prioritize, coordinate, and monitor data-related projects within the PSCE portfolio, ensuring alignment with strategic priorities. Drive quick wins and mid-term initiatives that demonstrate the tangible value of data-driven decision-making. Contribute to the continuous improvement of data tools, platforms, and processes to enhance efficiency and scalability. Supervise the below current projects: STELA Car Parc Calculation by country, region, and vehicle age based on new vehicle sales plans. Single Retention KPI: Standardize the calculation of the retention KPI and improve data robustness and relevancy Lux: sell-in reporting / sell-out internal reporting / sell-out dealer reporting Global PSCE Daily Report Other projects that could make sense to deep dive: Pricing process: use tech data to find the right equivalent part number and save time Pricing process: how to use market data to update price in dynamic mode and increase incremental margin Retention: how to get robust data? Lifetime value: how to measure the LTV of an after-sales customer? What is EV and ADAS penetration rate on parts sales? Innovation & Enablement Promote the use of advanced analytics, AI, and machine learning to optimize PS performance. Act as a key liaison between Functions, Regions, ICT and external partners on data-related topics. Support data literacy across the organization through training, communication, and tool adoption. Ensure active participation in the AI & Data Connect community to share insights, promote synergies, and contribute to upskilling and innovation activities. KPI Impact score: value generated from completed data initiatives Data-Driven Decision Rate: % of key business decisions supported by data insights. Data Quality Index: % improvement in data accuracy, completeness, and consistency over time Community-wide metrics or reporting mechanisms used in the AI & Data Connect framework
    $79k-115k yearly est. 19h ago
  • Part Time Associate Banker Novi, MI (30 hours)

    Chase 4.4company rating

    Finance service representative job in Novi, MI

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs 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 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $39k-93k yearly est. Auto-Apply 60d+ ago
  • Financial Services Specialist - Berkley Branch

    MSU Federal Credit Union 4.1company rating

    Finance service representative job in Berkley, 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 Berkley Branch (1833 Coolidge Hwy, Berkley, MI 48072) as well as the Congress Street Branch (243 W Congress St, Detroit, MI 48226). 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 13d ago
  • Financial Counseling Representative I - Onsite

    R1 Revenue Cycle Management

    Finance service representative job in Detroit, MI

    This is an onsite role. Please see the address below for this PRN role: Henry Ford St. John Hospital & Medical Center 22101 Moross Detroit MI, 48236 R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems, and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Financial Counseling Representative I, you will help counsel uninsured and/or under-insured patients to attempt to obtain a paying funding source. Every day you will educate patients on their responsibilities and potential options while also accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. To thrive in this role, you must have strong customer service skills, great attention to detail and the ability to multi-task and navigate between multiple systems simultaneously. Here is what you will experience working as a Financial Counseling Representative I: * Provide compassionate customer service to uninsured and underinsured patients, ensuring a positive financial experience. * Conduct financial screenings, explain costs, and benefit, and recommend payment options or financial assistance. * Help patients and families complete Medicaid and assistance applications, including gathering required documents. * Work with Case Management, Clinical staff, and outside agencies to determine eligibility, secure coverage, and advocate for patients. * Track authorizations and eligibility for services, alert appropriate staff to potential delays, and perform other assigned duties. Required Skills: * High School Diploma or GED, preferred. * 0-1 years of hospital experience For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook
    $15.4-22.5 hourly Auto-Apply 19d ago
  • Financial Representative State Farm Agent Team Member

    Julie Tourangeau-State Farm Agent

    Finance service representative job in Rochester, MI

    Job DescriptionBenefits: Life Insurance Bonus based on performance Company parties Health insurance Paid time off Profit sharing Training & development ROLE DESCRIPTION: As a sales team member with Julie Tourangeau State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field preferred. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office
    $31k-62k yearly est. 6d ago
  • Financial Services Representative - State Farm Agent Team Member

    Susan Rosales-State Farm Agent

    Finance service representative job in Ann Arbor, MI

    Job DescriptionBenefits: 401(k) 401(k) matching Competitive salary Opportunity for advancement Paid time off Signing bonus ROLE DESCRIPTION: As a Financial Services Representative with Susan Kirk Rosales State Farm agency, 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-44k yearly est. 1d ago
  • Financial Services Representative State Farm Agent Team Member

    Beth Shutko-State Farm Agent

    Finance service representative job in New Haven, MI

    Job DescriptionABOUT THE AGENCY: With two thriving locations in Lenox and Clinton Township, our agency is dedicated to providing exceptional service and personalized financial solutions. Led by a Walsh College Business Management graduate with over 26 years of experience in the Financial Services Industry, were a trusted name in the community and a top-performing agency within our company. Our team of 13 professionals enjoys a collaborative and supportive work environment, with benefits like health insurance, retirement plans, PTO, and a competitive compensation package. We take pride in our community involvement by participating in local events and sponsoring organizations to give back to those we serve. Joining our team means becoming part of a dynamic, goal-oriented agency that values both professional growth and community impact. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Beth Shutko - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: 401K Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency
    $26k-45k yearly est. 19d ago
  • Parts and Service and Circular Economy Data Officer

    Stellantis

    Finance service representative job in Auburn Hills, MI

    Mission: Transform data into actionable insights to drive performance, customer value, and operational efficiency across the global Parts & Services and Circular Economy organization Main Responsibilities: Data roadmap Define and implement the PSCE data vision and strategy supporting the business strategic goals and aligned with Functions & Regions objectives. Benchmark best practices Build and scale a high-performing data team to support the growing needs of PSCE. Data governance Establish data governance frameworks (policies, processes, roles, and standards) to ensure data quality, standardization, consistency, regulatory compliance and adequation to business needs in accordance with strategic priorities. Build and maintain data pipelines and products so Business teams can implement actionable insights to drive performance, customer value, and operational efficiency across the global PSCE organization (the data infrastructure, frameworks, monitoring are managed by ICT teams). Collaborate with AI & Data Ambassadors and Champions to align data initiatives with enterprise-wide AI strategies and community goals. Projects & Portfolio Support Prioritize, coordinate, and monitor data-related projects within the PSCE portfolio, ensuring alignment with strategic priorities. Drive quick wins and mid-term initiatives that demonstrate the tangible value of data-driven decision-making. Contribute to the continuous improvement of data tools, platforms, and processes to enhance efficiency and scalability. Supervise the below current projects: STELA Car Parc Calculation by country, region, and vehicle age based on new vehicle sales plans. Single Retention KPI: Standardize the calculation of the retention KPI and improve data robustness and relevancy Lux: sell-in reporting / sell-out internal reporting / sell-out dealer reporting Global PSCE Daily Report Other projects that could make sense to deep dive: Pricing process: use tech data to find the right equivalent part number and save time Pricing process: how to use market data to update price in dynamic mode and increase incremental margin Retention: how to get robust data? Lifetime value: how to measure the LTV of an after-sales customer? What is EV and ADAS penetration rate on parts sales? Innovation & Enablement Promote the use of advanced analytics, AI, and machine learning to optimize PS performance. Act as a key liaison between Functions, Regions, ICT and external partners on data-related topics. Support data literacy across the organization through training, communication, and tool adoption. Ensure active participation in the AI & Data Connect community to share insights, promote synergies, and contribute to upskilling and innovation activities. KPI Impact score: value generated from completed data initiatives Data-Driven Decision Rate: % of key business decisions supported by data insights. Data Quality Index: % improvement in data accuracy, completeness, and consistency over time Community-wide metrics or reporting mechanisms used in the AI & Data Connect framework
    $41k-68k yearly est. 19h ago
  • Part Time Associate Banker Detroit Metro West (30 Hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Troy, 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $19k-40k yearly est. 60d+ ago
  • Relationship Banker II

    Cornerstone Community Financial Credit Union 3.3company rating

    Finance service representative job in Clinton, MI

    Job Description Our Opportunity: The Relationship Banker II/Member Advisor will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. Offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF's vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions. What You'll Do in This Role: Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF. Educates members on benefits of products and services offered by CCF. Includes calculating loan terms, rates, amount financed, and payment amounts Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail. Research issues and situations and collaborates with internal departments, as necessary, to resolve concerns. Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. Follows-up through the loan closing process. Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. What You'll Bring To CCF: Six months to two years of similar or related experience, including time spent in preparatory positions. Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications. A high school degree or GED is required. Proficiency with the Microsoft suite of products including Word and Outlook. Familiarity with financial products preferred. Ability to perform basic mathematical calculations including addition, subtraction, division, multiplication, rates, and percentages. Strong attention to detail. Demonstrated strong customer service skills that include proven ability to handle difficult member interactions. Strong communication skills must be demonstrated through oral and written means. Proven sales aptitude. Ability to be bonded. Ability to obtain and maintain notary designation. The Perks of Being Part of CCF: When you join CCF you're not just taking a job-you're joining a community. From milestone anniversaries to our legendary chili cook-off, we believe in recognizing achievements and building connections through fun, shared experiences. We offer a comprehensive benefits package designed to support the well-being of our employees: Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives. Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year. Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement. Health Insurance Coverage: Multiple low or no deductible medical plan options, as well as dental and vision coverage. Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage. Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs. Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career. Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution. Employee Assistance Program (EAP): Confidential support services for personal and professional challenges Work Location: This position is based in Clinton Township, MI. EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations. Monday - Friday: 8:30am - 5:15pm Rotating Saturdays: 8:45am - 1:15pm
    $31k-37k yearly est. 20d ago
  • Member Service Representative - Full Time

    Genisys Credit Union 4.1company rating

    Finance service representative job in Waterford, MI

    At Genisys Credit Union, we value our employees who are essential to our ongoing growth and success as a financial institution of choice. We offer a supportive, inclusive, and diverse work environment where you are comfortable to be you. Our team is proud to support the communities we live and work in. Our locations are consistently recognized for providing excellent customer service and we are excited to be adding to our team. We are currently seeking motivated candidates for a Full Time Member Service Representative at our Waterford - Walton branch. This position is eligible to earn incentive pay. Position Purpose: Ensures that members are promptly and professionally served whether performing teller functions or performing a broad variety of member services functions. Job Duties (include but not limited to): Performing financial transactions such as cash withdrawals, deposits, transfers, loan payments and more per credit union practices and policies. Cross selling credit union products and services to provide high quality member service and reach credit union goals and objectives Opening and closing membership accounts Performs loan transactions from processing applications all the way to payout, following Genisys lending procedures and guidelines Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions. Ensures that members' requests and questions are promptly resolved whether in person, over the phone, or via other communication methods. Ensures that the Credit Union's quality reputation is maintained and projected. Qualifications: High School Graduate or equivalent required Customer service experience preferred Sales experience preferred Knowledge of lending processes helpful Cash handling experience helpful Skills/Abilities: Good communication skills Professional appearance, dress, and attitude Good math skills Able to operate related computer applications and basic business equipment Good typing skills Benefits: Vacation and Paid Time Off Health, Dental, Vision, Life Insurance, Flexible Spending Accounts, & Short Term/Long Term Disability Available Paid Tuition to $5000 per year Bereavement Pay Holiday pay at 8 hours per observed holiday 401k up to 3% match and 5% Profit Share Don't meet every single requirement listed here? That's okay! At Genisys, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this position but your qualifications or past experiences don't align perfectly with those listed in the job description, we encourage you to apply anyways. You may just be the right candidate for this or other open positions we have! EOE M/F/Disability/Veteran
    $31k-36k yearly est. 13d ago
  • Electronic Banking Specialist

    Bank of Ann Arbor 4.0company rating

    Finance service representative job in Birmingham, MI

    Full Time | Onsite Provides excellent customer support for Online Banking products and services, including Cash Management services. Perform trainings in person and virtual. Essential Functions: Assist customers as needed via phone calls and incoming emails. Assistance may include but is not limited to questions regarding: personal online banking, personal mobile app, business online banking, business mobile app, passwords, log in issues, browser settings, internal transfers, mobile deposits, ACH origination, Positive Pay, bill pay, Zelle, external transfers and alerts. Complete new set up and maintenance for Online Banking and/or Cash Management products. Schedule in person or virtual meetings with customers as needed to train on Online Banking and/or Cash Management products, install drivers and provide support. Work directly with vendors to troubleshoot and resolve technical issues. Provide support for ACH originating customers including set-up, training and troubleshooting. Provide support for Positive Pay including set-up, training and troubleshooting. Provide support for Merchant Capture including set-up, installation, training and troubleshooting. Provide support for Online Banking and/or Cash Management products to Bank of Ann Arbor branches and internal staff. Assumes additional responsibilities as required. Requirements High school diploma or GED. Two years previous experience in banking, including related areas. Two years previous experience with banking systems and vendors (example: Fiserv, CheckFree). Excellent written and verbal communication skills in a professional tone. Proficient in Microsoft Office products, comfortable using computers. Knowledge of various operating systems (example: iOS, Mac OS, Windows, Android). Knowledge of various Internet browsers (example: Google Chrome, Microsoft Edge, Safari). Effective problem-solving abilities. Professional demeanor and well organized. Position Type and Expected Work Hours This is a full-time, in office position. Days and hours of work are generally Monday through Friday. There will be occasions which may require extended time or after-hours commitment. Travel This department supports all 16 branches and customers across a four-county network from three locations. Occasional travel between offices may be required. Training may be conducted in a different office than the office where this position is held. Reliable transportation is a must. Work Environment and Physical Demands This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, printers and filing cabinets. The noise level in the work environment is usually moderate and there are others working or speaking regularly nearby. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, typing or feel objects, tools or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance as well as stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision and the ability to adjust focus.
    $32k-49k yearly est. 54d ago
  • Personal Banker

    First National Bank of Howell 3.7company rating

    Finance service representative job in Howell, MI

    Personal Bankers play a vital role in the customer banking experience. You will build banking relationships with customers by providing products and services that meet their ever-changing needs. We're looking for a Personal Banker at our Genoa Township branch. Qualifications: Education: High School degree, GED or foreign equivalent required (college degree preferred) Experience: Minimum 1 year sales experience required (2-5 years preferred) Personal: Job experience with extensive customer contact, including building & maintaining customer relationships. Excellent probing and listening skills to uncover customers needs. Excellent interpersonal, verbal, and written communication skills. Self motivated, assertive, perform well in a competitive sales environment and interact with customer and team members in a professional and personable fashion. Strong presentation, planning, organization, and follow-up skills. Ability to work Saturdays, and some evenings required. First National Bank is an equal opportunity and affirmative action employer. Minorities / Females / Individuals with Disabilities / Protected Veterans
    $30k-34k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker

    Old National Bank 4.4company rating

    Finance service representative job in Dundee, 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. Salary Range The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. 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 1d ago
  • Sales Representative

    Satellite Shelters 4.0company rating

    Finance service representative job in Southfield, MI

    60% - Sales: The position partners with the Branch Manager and other Sales Representatives to increase volume of product sales. In addition, the assisting in upkeep of current customers, the Sales Representative will incorporate sales techniques to grow and maintain our customer base. Travel is primarily local during business day, although some out-of-area and overnight travel may be expected. 40% - Sales Data Upkeep: This position captures the accurate data, tracks sales, and monitors technology to ensure that all possible prospect needs are met. Essential Duties & Responsibilities: Sales: Qualifies incoming leads from sources Develops and increases sales revenue to meet assigned targets. Coordinates the rental, sale, and lease of new and existing products and services. Maintains a high level of contact with key accounts to insure long-term business relationships. Attends trade shows Keeps informed of new products, services, and other general information of interest to customers. Utilizes trade data lists, marketing lists, trade associations and visiting customer job sites to acquire new customers. Follows up with customers on a timely basis to provide the highest level of customer service. Meeting or exceeding designated sales targets for assigned territory. Troubleshoots quality control issues Sales data Upkeep: Utilize available technology to assist in the promotion and sales. Converts quotes into orders Maintains existing customer data and sales reports. Designs new reports as needed. Management of Satellite's internet stores Creates and modifies floorplans in company software Works with marketing to create sales sheets, sale flyers, and other marketing materials. Develops and conducts marketing programs for assigned territory Education and Experience Requirements: Bachelor's degree in Business Administration, or equivalent experience required Direct sales experience preferred Development of a prioritization system to ensure work is completed quickly and efficiently. Proficient in Navision, Salesforce.com, Microsoft Office. Required Competencies/Skills: Ability to work effectively on a team to enhance the growth of the company. Excellent organizational skills to coordinate all aspects of sales. Strong interpersonal skills in working with both customers, vendors, and sub-contractors. Proven ability to work accurately. Excellent problem solving and detail-oriented skills. Previous successful sales experience in a high transaction, B2B, repeat customer environment. Strong written and verbal communication Experience using the telephone as a prospecting and sales tool. Good time management and organizational skills Proficiency in MS Office Suite, CRM programs, and other computer software. Physical/Mental Demands: Position requires a high degree of concentration to manage frequent interruptions while meeting strict deadlines. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger handle or feel; and reach with hands and arms. The employee is also required to lift up to 35 pounds worth of marketing material for tradeshows and displays.
    $51k-88k yearly est. 10d ago

Learn more about finance service representative jobs

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

The average finance service representative in Detroit, MI earns between $20,000 and $57,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Detroit, MI

$34,000

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

The biggest employers of Finance Service Representatives in Detroit, MI are:
  1. Michigan First Credit Union
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