Finance service representative jobs in Grand Haven, MI - 325 jobs
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Axios Professional Recruitment
Finance service representative job in Grand Rapids, MI
Axios Professional Recruitment is proud to partner with a respected independent insurance agency in Grand Rapids that is actively seeking a Personal Insurance Customer ServiceRepresentative. This is a great opportunity for someone who is detail-oriented, service-minded, and passionate about helping people navigate their insurance needs.
Responsibilities:
Provide responsive, accurate, and friendly service to clients regarding their personal insurance policies
Assist clients with policy changes, coverage questions, billing inquiries, and claims support
Serve as a liaison between clients and insurance carriers such as Safeco, Progressive, American Modern, Aegis, National General, and PURE
Maintain accurate and up-to-date customer records in accordance with HIPAA and agency standards
Identify opportunities to enhance coverage or improve client satisfaction through proactive service
Collaborate with team members to ensure a seamless customer experience
Qualifications:
2+ years of experience in personal insurance customer service
Strong interpersonal and communication skills, both written and verbal
Excellent organizational and problem-solving abilities
Demonstrated commitment to customer satisfaction and relationship building
Comfortable using modern technology and insurance management systems
Able to manage multiple tasks efficiently and independently
Axios Professional Recruitment - an entirely employee-owned company - is the largest independent employer in West Michigan. Our mission is to match people with meaningful, long-lasting, and enjoyable careers, not just a job. Since 1988, we've helped match over 300,000 people just like you with top employers across West Michigan.
Good luck, we look forward to reviewing your application!
Your friends at Axios Professional Recruitment
$27k-36k yearly est. 2d ago
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Client Service Representative
CU*Answers 4.2
Finance service representative job in Grand Rapids, MI
Join our team as a Client ServiceRepresentative, where you'll be the first point of contact for credit unions needing support. If you enjoy helping others, solving problems, and working in a collaborative environment, this role is a great fit!
Hours are Monday thru Friday, 9:00am-6:00pm.
What You'll Do
* Respond to incoming client calls and provide software support
* Research issues and offer effective solutions
* Escalate cases to the appropriate team when needed
* Document software concerns and contribute to team goals
* Continue growing your skills and knowledge
* Provide occasional on-site training or support as needed
What You Bring
* High school diploma/GED + 1-2 years of admin or customer service experience
* Strong communication, organization, and multitasking skills
* Proficiency in Microsoft Office and excellent typing/phone skills
* Ability to work independently and handle confidential information
* Strong attention to detail and a positive, client-focused mindset
* Valid driver's license and willingness to travel occasionally
Why You'll Love Working With Us
* Supportive, team-oriented culture
* Opportunities to grow your skills
* A meaningful role supporting credit unions and their communities
* Work with cutting-edge technology in a growing organization
What is CU*Answers?
CU*Answers is a Credit Union Service Organization (CUSO) that is owned by its credit union clients that we support. We offer a full suite of integrated solutions to these credit unions that allow them to serve their members. Join us and help advance a mission-driven cooperative culture built on innovation and industry leadership!
Requirements
WORK ENVIRONMENT & PHYSICAL ACTIVITIES
CU*Answers operates in a professional office building setting. Some job assignments at CU*Answers are primarily conducted within the office building(s) while others have moderate to extensive travel responsibilities as described in the Job Functions and/or Job Qualifications section(s) above. CU*Answers is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.
NOTICE
This is not intended to be, nor should be construed as a contract for employment. CU*Answers makes no guarantee of permanent employment. This job description is to be used as a guideline to give the employee an understanding of what CU*Answers has defined this position to be.
CU*Answers will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless to do so would cause an undue hardship. Disabled individuals who feel accommodation is needed to perform their job, or the job for which they have applied, must notify CU*Answers in writing of the need for reasonable accommodation within 180 days after the date the individual knew or reasonably should have known that an accommodation was needed. CU*Answers, thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship.
CU*Answers is willing to accommodate disabilities to the extent a financialservice organization can without impacting financial control or member service. CU*Answers is an Equal Opportunity Employer.
$28k-33k yearly est. 1d ago
Member Specialist
Honor Credit Union 3.8
Finance service representative job in Allendale, MI
Member Specialist Location: Allendale, MI Job Id: 3144 # of Openings: 1 Member Specialist - Allendale (Full-Time) ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise:
Providing Solutions For Your Financial Success.
Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we strive to be great, and that starts with the individuals that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced individuals, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR":
Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions.
The Platinum Rule - Treat others the way they want to be treated.
Make the Connection - Develop genuine relationships so you can provide a "WOW" experience.
See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized.
Reason over Rules - Make decisions that are good for the person and good for Honor.
Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs.
WHAT WE ARE LOOKING FOR: Do you have a passion for problem solving and helping people? What about building positive relationships at the same time? Then look no further! Honor Credit Union is looking for a Member Specialist to assist our members and be their go-to person for all their financial needs all while providing them with a best-in-class member experience.
Serves as a floating Member Specialist by providing support to various branch locations as business needs require.
Responsible for providing excellent member service and maintaining strong professional relationships.
Assists members with new loans and products, open accounts, advises of status of accounts and furnishes information on loans and products.
Provides a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, money orders and cash advances.
Keep up to date on products and help maintain product literature.
Receives and processes loan applications.
Courteously and promptly resolves member questions and problems or properly refers them to appropriate team members.
Performs miscellaneous duties as required.
WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION:
High School diploma or equivalent.
Must be/or become registered as an MLO and have a Nationwide Licensing Number.
EXPERIENCE REQUIRED:
One to three years of similar or related experience, including preparatory experience.
Cash handling and customer service experience is preferred.
KNOWLEDGE/SKILLS/ABILITIES:
Knowledge of company products and sales policies and procedures.
Must have a demonstrated ability to keep finances in order.
Excellent communications and public relations skills.
Well organized.
Attentive to detail.
Willingness to assist others.
Strong typing abilities.
Able to use PC, calculator, and office equipment.
WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer:
Medical with prescription coverage, Dental, and Vision.
401k employer contribution & matching program.
Incentive eligible.
Mileage reimbursement.
Paid time off and paid holidays (including your birthday!).
Paid community volunteer hours.
Wellbeing spending account.
Various discounts on credit union products and services for team members & their families.
Additional perks included.
ADDITIONAL REQUIREMENTS: This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all loan officers engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the credit union determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.
Apply for this Position
$28k-34k yearly est. 2d ago
Part Time Associate Banker Grand Rapids (30 Hours)
Chase 4.4
Finance service representative job in Grand Rapids, 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
$36k-87k yearly est. Auto-Apply 60d+ ago
Part Time Associate Banker Grand Rapids N Michigan (30 Hours)
JPMC
Finance service representative job in Grand Rapids, 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
$38k-81k yearly est. Auto-Apply 60d+ ago
Route Service Representative
Tekton Ministries 4.0
Finance service representative job in Grand Rapids, MI
As a Route ServiceRepresentative, you are responsible for the profitable sales of Tekton tools in a given sales territory.Responsibilities
• Operate a large, company-owned truck as our store on wheels
• Make weekly sales calls to businesses whose employees purchase their own hand tools such as automotive repair, car dealerships, heavy duty truck repair, heavy equipment repair, factory maintenance departments, and aviation repair
• Approach managers and owners with the intention of selling Tekton products to the business
• Meet and exceed a set sales volume
• Collect weekly accounts receivable from customers using Tekton's payment plan
Indicators of a good match for this role
• You are aligned with Tekton's philosophy, ways of thinking, and work style
• You are enthusiastic and driven
• You have strong communications skills
• You are personable and enjoy building relationships
• You can be both kind and firm
• You are confident
• You have exceptional values including honesty, integrity, and empathy
Baseline qualifications
• Familiar with professional hand tool use
• Eligible to work in the United States without visa sponsorship
Benefits package
Full-time employees receive health, dental, vision, life, hospital indemnity, and long-term disability insurance; paid time off; a 401(k) program; and tuition reimbursement.
Location and hours
This is a full-time salaried plus commission position located in Grand Rapids, Michigan. This position requires long hours, sometimes into the evening.
Direct supervisor
Route Service Field Manager
How to Apply
*****************************************************************************************************************
About the department
The Route Service department delivers Tekton products and replacements directly to professional users at their worksites. They pioneer our route service model, continually expanding the territories we serve and the products that we offer on Tekton trucks.
$29k-46k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Ben Vanbiesbrouck-State Farm Agent
Finance service representative job in Spring Lake, MI
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Ben Vanbiesbrouck - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Adaption of skills necessary to operate a business.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Valuable experience
Growth potential/Opportunity for advancement in my agency
Learning to market property/casualty, life, health and bank products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
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.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process
$26k-42k yearly est. 7d ago
The Spark Service Representative (Student Position)
Ferris State University 4.4
Finance service representative job in Grand Rapids, MI
The Spark is seeking students for the ServiceRepresentative position. This position may be your opportunity for growth and leadership available. Position Type: Student Position Position Requirements: *Must have ability to multitask, prioritize and adjust to new assignments quickly
* Collaborate with support team members to accomplish t Essential Duties/Responsibilities: *Answer questions
* Assist customers with merchandise selection
* Address customer concerns
* Operate point-of-sale terminal for cash, charge sales, and return transactions
* Stock and price merchandise in stockroom
* Folding and arranging shelves, fixtures and displays for peak sales periods, promotions and events Number of Positions Available: 1 Documents Needed to Apply: Resume, Class Schedule Job Close Date: Feb 13, 2026 EEO Statement: Ferris State University, an Affirmative Action/Equal Opportunity employer, is committed to enhancing equity, inclusion, and diversity within its community. Ferris offers employment opportunities to qualified candidates seeking careers in a student-focused environment that values opportunity, collaboration, diversity and educational excellence. Learn more about the Ferris Mission and community atferris.edu. The University actively seeks applications from women, minorities, individuals with disabilities, veterans, and other underrepresented groups. For more information on the University's Policy on Non-Discrimination, visit:Ferris Non-Discrimination Statement.
$32k-41k yearly est. 5d ago
US Private Bank- Private Banker- 2026 ReEntry Program 2026
Jpmorgan Chase & Co 4.8
Finance service representative job in Grand Rapids, MI
JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program.
Join a team delivering premiere service to high net worth clients through holistic financial advisement.
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, Skills
* Three plus years of previous work experience in Private Banking or FinancialServices
* Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
* Proven sales success and strong business acumen
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, Skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* Strong community presence with an established network
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$32k-70k yearly est. Auto-Apply 49d ago
Customer Service Representative
Copart 4.8
Finance service representative job in Wayland, MI
Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology.
The Customer ServiceRepresentative (CSR) provides exceptional customer service to internal and external customers of Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to obtain the release of vehicles that are located at body shops and/or other locations including residences. In addition to other office support functions as needed. The CSR is the face of the Company as they are often the first interaction our customers have with Copart. Through a thorough understanding of Copart practices, the CSR offers solutions that aid and facilitate a unique customer service experience. Understanding client needs and offering solutions and support. Position may expand to include Chat and Email Customer Support. Answer and place calls in a professional manner. Measured on call quality -- (Knowledge, level of professionalism, time to place follow-up calls) Focus on a call resolution& use company resources to gather information and offer solutions to meet customer needs. Other duties as assigned.
Required Skills and Experience:
* One year of office support experience in a customer service role preferred
* High School diploma
* Excellent customer service skills and attitude
* Excellent written and verbal skills
* Proficient with office equipment
* Attention to detail
* Problem-solving
* Computer proficiency - MS Suite
* Typing speed 45WPM
* Professional appearance
* Ability to multi-task in a fast-paced environment
* Bilingual skills a plus
* Occasional overtime as needed
Pay $18.00 - $20.29 per hour
Benefits Summary:
* Medical/Dental/Vision
* 401k plus a company match
* ESPP - Employee Stock Purchase Plan
* EAP - Employee Assistance Program (no cost to you)
* Vacation & Sick pay
* Paid Company Holidays
* Life and AD&D Insurance
* Discounts
Along with many other employee benefits.
At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully.
E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program:
* E-verify Participation
* Right to Work
$18-20.3 hourly Auto-Apply 29d ago
Financial Services Representative
Michigan First 4.0
Finance service representative job in Grand Rapids, MI
Location : Address 1815 Breton Rd. SE Location : City Grand Rapids Location : Postal Code 49506 Responsibilities
Under supervision, and in accordance with existing procedures and systems, provides a variety of member service functions involving the receipting and/or disbursing of funds, (i.e. checks, money orders, traveler's checks), open accounts/loans and have in-depth conversations with members to uncover unique and personalized solutions. Work involves constant and direct dealing with Credit Union members and potential members, and requires the ability to accurately record information and communicate effectively. Work will be performed on the teller platform, drive-thru window and/or FSR desk.
KEY JOB RESPONSIBILITIES:
Must be an excellent listener and possess the ability to uncover opportunities for expanding the member's relationship. To do this, the individual must possess great interviewing skills to uncover the true needs of our members.
Must be a problem solver, have extremely strong evaluative skills, possess the ability to follow through on all of the details of the interaction, and take ownership of it from start to finish.
Must be very experienced and skilled in our products and services.
Must be able to work all hours that the branch is open, serving members, as well as the time needed to open or close the branch.
Assumes responsibility for performing efficient, effective, and accurate performance of Teller functions, account openings, lending applications and documents, account maintenance documents.
Performs Teller duties including receiving and processing deposits, loan payments, and transfers; processing cash advances, travelers' checks, cashiers' checks, money orders, government bonds, and similar transactions; disbursing cash or check withdrawals; receiving and processing payroll deduction starts, stops, and increases. Prepares proper receipts.
Assists Head Teller by occasionally balancing vault and monitoring ordering, dispensing, shipping and balancing cash.
Must display a positive attitude at all times and have a passion for serving our members.
Must demonstrate very high energy, an interest in continuous learning and embrace challenge and change.
Helps to ensure that Teller functions are correctly performed and are in accordance with established polices and standards. Ensures that all security procedures are followed and that all member service standards are exceeded.
Assists in maintaining an inventory of cashier's checks, money orders, receipts, and other negotiable items for use in the Teller area.
Assists in keeping ATMs and MWBCs filled and functional.
Is expected to consistently meet (and/or exceed) monthly sales goals.
Is expected to consistently look for ways to improve and streamline processes.
Is expected to perform at the highest level with minimal day-to-day oversight.
Becomes/is an advocate of The Michigan First Way, supporting all facets of it, including complete fulfillment of Our Promise, 5 STARS Service, SOLVE IT and our ISMs. Fosters a positive demeanor and image through professional representation in all contacts with both, team members and members. Consistently reflects and displays each of our “ISMs” in daily job performance, as well as in all business interactions while executing on our goals and initiatives. Learns and utilizes EMEC (Every Member's Experience Counts) in day-to-day responsibilities when communicating with members only.
Qualifications
High school diploma or general education degree (GED); Associate's Degree in business or related field is preferred.
3+ years of experience working in a professional environment. Experience working in a retail or financialservices environment and knowledge of financialservices and products.
3+ years of strong sales-oriented experience, preferably in a financial institution or related field.
Has real world financial experience - either personally or professionally.
Understands the differences in products and services offered by other financial institutions to those offered by the Credit Union.
Has ability to read, write and comprehend simple business correspondence and effectively present information in one on one and small group situations.
Has ability to operate standard office technology, equipment and tools.
May occasionally be required to lift and/or move up to 50 pounds.
Must truly enjoy and like people. The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical.
Can balance empathy and logic in working with Credit Union members to help them reach their intended goals.
Must have very strong interpersonal skills and exude a positive attitude at all times.
Must maintain a professional appearance and demeanor at all times.
Must be the subject matter expert (SME) in the Teller role for others to model behaviors, skills, and tasks from.
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
Member Services Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
$24k-29k yearly est. Auto-Apply 16d ago
Personal Closing Representative
Transnation Title Agency 3.8
Finance service representative job in Grand Rapids, MI
Job Description
About us
Transnation Title Agency is a leading provider of real estate title services dedicated to delivering exceptional results and customer satisfaction. Committed to accuracy, efficiency, and integrity, we strive to exceed our clients' expectations in every transaction. Our employees are our most valuable asset. We foster a collaborative and inclusive work environment where every team member is valued, respected, and empowered to reach their full potential.
Job Summary
We are currently looking for an enthusiastic Personal Closing Representative to join our Team.
As a Personal Closing Representative, you'll be at the heart of the action, processing title orders and documentation for real estate transaction closings where we provide title insurance. You'll thrive in a team environment, collaborating with awesome colleagues. We're seeking someone with a positive attitude and passion for going above and beyond to delight our customers. This job is perfect if you're dedicated, energetic, and ready to make a difference!
Responsibilities and Duties
Typical duties of the position may include:
Review necessary surveys; compare property descriptions on title commitments to surveys, purchase agreements, and other legal documents to ascertain their accuracy and completeness.
Perform all processing on escrow files to ensure the company can meet the customer's closing deadlines and provide title insurance on the transactions.
Log all specific file information and track the status of the file's documentation within the company's electronic filing system.
Provide proactive communication with customers to foster a seamless transaction as well as a long-term business relationship with customers
Processes escrow files to ensure the company can meet the customer's closing deadlines and provide title insurance on the transactions.
Coordinate closings times and dates with all parties involved in transaction.
Monitor, answer, and/or direct customer service emails and calls.
Reliable Transportation.
Regular and physical attendance at the workplace location
The Personal Closing Representative may be assigned additional tasks in support of the department's goals.
Qualifications and Skills
Proficient in Microsoft Office, email programs, and other web-based programs.
Ability to type a minimum of 50 wpm accurately.
Ability to effectively and professionally communicate while handling both positive and negative situations.
Analytical ability is sufficient to perform varied tasks of limited complexity.
Attentive to details and able to follow instructions.
Dependable and reliable.
Ability to function as a team player in a fast-paced environment
Maintains privacy and confidentially of company information, as well as customers and co-workers.
Strong organization skills
Education: A high school diploma or the recognized equivalent is required.
Experience: A minimum of one year of experience in the real estate/ lending or banking industry is preferred but not required, or an equivalent combination of education and experience.
Licenses:
Michigan Producer's Licenses.
Valid Drivers License
Company Perks
Paid time off
Paid holidays
Paid Birthday off
Flexible work schedule
Employee Assistant Program for employees and family members.
Employee Development Program
Scholarship Program
Benefit programs
Multiple Medical plans
Dental Coverage
Vision Coverage
Telemedicine benefits
401(k) retirement plan with company match
Flex spending program.
Health spending account
Company paid Life, LTD, and STD
Voluntary Life Coverage
MetLife - Supplemental Insurance
$26k-34k yearly est. 7d ago
Financial Services Specialist
Grand Rapids Public Schools 3.2
Finance service representative job in Grand Rapids, MI
To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described. Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the , but which may be reasonably considered to be incidental in the performing of their duties just as though they were written out in this job description.
GRPS MISSION: Our mission is to ensure that all scholars are educated, self-directed and productive members of society.
Department: FinancialServices
Unit: Professional and Administrative Exempt
Wage: Compensation range listed is based on an average 1-15 years of experience, as determined by Human Resources.
Direct Supervisor: Director of Budget & Accounting
JOB SUMMARY
The FinancialServices Specialist is a member of the Business Division and works with other team members to provide timely and accurate financial budgeting, accounting, and reporting for the district. The position provides quality services in an efficient, timely and professional manner to a variety of internal and external customers.
ESSENTIAL JOB FUNCTIONS
Essential functions under the Americans with Disabilities Act may include any of the following duties, knowledge, and skills. This list is illustrative only and is not a comprehensive listing of all functions and duties performed by employees in this position. Regular on time and in person attendance is an essential function of this job. Other essential functions may include, but are not limited to the following:
* Initiate and coordinate the completion of monthly financial statements. Analyze monthly financial information and reports. Initiate, analyze and prepare reports to explain significant variances in anticipated balances.
* Forecast budget revenues and expenditures and recommend budget revisions. Prepare budget projections, revisions, and adjustments in
accordance with changes in program cost allocations, projections, and established procedures. Prepare and maintain budget and account work papers, adjustments, and other financial reports
* Assist in development of salary schedules and cost analysis for contract changes and cost analysis for negotiation projections and budgeting.
* Communicate financial information to senior management. Assist in understanding financial implications of options, situations, and decisions. Prepare detailed cost/benefit analysis for district programs, including new initiatives and programs.
* Act as liaison to various control officers, providing financial information and direction.
* Coordinate a comprehensive financial training program for control officers. Provide information and training to control officers. Assist control officers and program directors in the preparation of budget, expenditures, and fund transfers.
* Initiate and coordinate the monitoring and analyzing of all budgets to ensure that expenditures do not exceed authorized levels. Ensure that financial records are accurate, and transactions are properly documented.
* Monitor general ledger, staffing, board paid benefits, and other issues in accordance with budget allocations and established policies and procedures.
* Promote fiscal responsibility within the district's operations.
* Create and update internal audit plan. Test the operation of the design of existing financial controls and recommend modifications as needed.
* Assist in the development of the annual budget projections for all sites, programs, and departments.
* Assist in the preparation of annual financial statements and financial reports for the State of Michigan, including the Michigan Department of Education (MEGS+, Nexsys, CMS) and Center for Educational Performance and Information.
* Compile and analyze year end work papers, adjustments, reconciliations, and other year-end activities.
* Provide leadership and support to Accounts Receivable, Accounts Payable, and FinancialServices Coordinators.
* Coordinate the development and preparation of various internal and external reports, including reporting for granting agencies.
* Maintain and cultivate a master inventory of our business procedures, practices, and processes.
* Assist in the coordination of the implementation and on-going maintenance of the district system software in the financial, payroll, and human resources areas. Act as a liaison between the Business Office, Payroll, Management Information Systems and Human
Resources.
* Coordinate and review the preparation and timely issuance of billings to appropriate outside entities.
* Coordinate the district's banking and investment needs. Preparation of a cash flow projection to anticipate borrowing needs and available funds for investments. Ensure sufficient funds are available to cover operations, debt repayment and capital investments needs. Maintain an efficient system of procedures that adequately control and protect district funds. Act as a liaison with the district's banking and investment institutions.
* Consistently demonstrate dependable attendance and punctuality.
* Other duties as assigned.
QUALIFICATIONS
Required Education and Experience:
* Bachelor's degree in Business Administration with an emphasis in Accounting or Finance.
* Minimum of 3 years' demonstrated experience in a finance role related to school finance.
Knowledge, Skills, and Abilities:
* Proven leadership ability and excellent communication skills.
* Familiarity with federal and state restricted program grant principles/procedures for legal requirements, comparability guidelines, allowable costs, financial reporting, budgeting, grant management, indirect cost allocations, and reimbursement.
* Demonstrated ability to perform budget forecasting and planning.
* Demonstrated ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and government regulations.
* Demonstrated ability to write reports, business correspondence, and procedures.
* Demonstrated ability to define problems, collect data, establish, and analyze facts and draw valid conclusions.
* Demonstrated ability to foster teamwork and provide training.
* Proven ability to handle multiple projects concurrently and to prioritize responsibilities.
* Proficiency in use of personal computers including spreadsheet software, database applications, and word processing software.
* Ability to work comfortably in other business and scholar accounting technology platforms.
* Proven ability to provide excellent customer service to a variety of customers.
* Proven ability to work with confidential information.
* Proven ability to make decisions and act independently.
* Ability to work in a multi-cultural environment.
* Excellent organizational and problem-solving skills.
ADA REQUIREMENTS
The physical demands, work environment factors, and mental functions described below are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl, talk, hear (in a quiet or noisy environment). Specific vision abilities required by this job include close vision, distance vision, and ability to adjust/focus.
WORK ENVIRONMENT
The noise level in the work environment is usually moderate.
MENTAL FUNCTIONS
While performing the duties of this job, the employee is required to compare, analyze, communicate both orally and in writing, copy, coordinate, instruct, compute, synthesize, evaluate, use interpersonal skills, compile, and negotiate.
Non-Discrimination
The Grand Rapids Public Schools will not discriminate against any person based on race, sex, sexual orientation, gender, gender identity and expression, height, weight, color, religion, national origin, age, marital status, pregnancy, disability, veteran, or military status.
Americans with Disabilities Act accommodations: Assistance with the application process may be requested through the Human Resources Department at ************** or ***********************.
$22k-28k yearly est. 35d ago
NHBP Tribal Citizen Resume Bank
Nottawaseppi Huron Band of The Potawatomi 3.6
Finance service representative job in Grand Rapids, MI
The NHBP Tribal Government is committed to employing NHBP Tribal Members whenever possible. This commitment is an essential part of sustaining the integrity of our Nation as a self-governing sovereign entity. The NHBP Citizen Resume Bank was created to support this goal by establishing a centralized skills bank that helps Human Resources match Tribal Members with opportunities across the Tribal Government. While submitting a resume does not guarantee selection or immediate placement, it does allow Human Resources to better understand the education, skills, experience, and career interests that exist within our Membership. This process enhances our ability to make informed recruitment decisions and strengthens our efforts to prioritize NHBP Tribal Member employment in accordance with our Tribal Code and Selection Policy. The Resume Bank also supports key objectives of the NHBP Strategic Plan by promoting workforce development, expanding internal mobility, and strengthening pathways to Tribal Member employment. By gaining greater insight into the strengths and aspirations of our Tribal citizens, Human Resources can more intentionally align talent with long-term organizational goals. As part of this initiative, Human Resources may work directly with candidates to identify any skill or experience gaps that could impact eligibility for certain roles. Through targeted support and guidance, we aim to promote workforce development, support internal mobility, and help Tribal Members prepare for future opportunities. In doing so, we continue building a workforce that reflects the values, strengths, and long-term vision of the NHBP Community.
$27k-42k yearly est. 60d ago
Small Business Banker
Union Bancshares of Benton Inc. 4.1
Finance service representative job in Grand Rapids, MI
Essential Skills
Union Bank Small Business Banker is responsible for providing comprehensive financial solutions to small businesses while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing centers of influence and appropriate referral sources.
Essential Skills
Ability to handle escalated problems and issues, medium to complex in nature.
Strong knowledge of Commercial Lending and SBA Loan Programs.
Comply with all department and Bank policies, procedures and regulations.
Provide exceptional Customer Service at all levels.
Essential Functions
Relationship Management: The Small Business Banker is responsible for driving net customer growth through the overall attraction, expansion, retention including servicing of small business relationships. This role will support multiple financial centers in a defined geographic territory by focusing on their portfolio and business customers. This includes calling on small business customers with up to approximately $2 million in annual revenues with lending needs up to 100K-250K. Serve as a trusted advisor, building and deepening relationships with a dedicated portfolio of small business clients, becoming their primary point of contact.
Business Development: Proactively find new clients through networking, direct outreach, and developing referral sources.
Financial Solutions: Offer and advise on a range of products like business loans, lines of credit, payment processing, treasury management, and digital tools.
Sales & Growth: Identify opportunities to expand services (share of wallet) and meet sales targets, working with other bank departments.
Credit Analysis: Analyze client financials and business needs to structure appropriate lending solutions, often involving risk assessment.
Customer Service: Handle service requests, resolve complex issues, and ensure a positive branded customer experience, even guiding clients to digital tools.
Market Expertise: Stay informed on market trends, local economies, and competitor offerings to better advise clients.
Working Conditions of the Job
Business Calling 60% - Office/At work Station 40%
Travel Required
No hazards.
No unusual or physical exertion required.
Job Qualifications
Bachelor's Degree in Finance, Business, or related field. or 4 years of relevant experience.
3-5 years in banking, finance, or sales. Sales strongly preferred.
Strong understanding of financial products, credit, and analysis
Excellent interpersonal, communication, and problem-solving skills.
EEO Statement
Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.
This does not list all of the duties of the job. Other duties and responsibilities may be assigned. This may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.
$31k-56k yearly est. 33d ago
Member Services Representative
Xtend 3.2
Finance service representative job in Grand Rapids, MI
Are you passionate about helping people and providing exceptional customer service? Join our team as a Member ServicesRepresentative (MSR) and become an essential partner to credit unions across the country. In this role, you will support members through inbound and outbound communication channels, acting as an extension of our credit union partners to deliver high-quality, seamless service!
What You'll Do
Provide outstanding service by answering and triaging inbound calls from credit union members.
Accurately verify caller identities and navigate credit union tools, websites, and procedures while responding promptly to web chats, emails, instant messages, and calls, documenting all interactions thoroughly and forwarding requests efficiently via trackers or email.
Educate members on account details, debit and credit card concerns, and general account functionality.
Handle inbound service calls, make outbound follow-ups, and provide timely member callbacks.
What You Bring
A high school graduate (or pursuing a diploma), with 1-2 years of office or call center experience preferred.
Experienced in customer service (minimum 1 year preferred).
Professional, courteous, and confident on the phone.
Self-motivated, organized, and capable of managing multiple tasks in a fast-paced environment.
Able to make sound decisions and use good judgment when handling challenges.
Clear and professional in both written and verbal communication.
Discreet and able to handle confidential information appropriately.
Proficient with Microsoft Office (Outlook, Word, Excel, PowerPoint).
Detail-oriented with strong accuracy in documentation.
Comfortable operating standard office equipment (phone systems, fax/printers, PC workstation).
Reliable, with regular and predictable attendance.
Positive, professional, and team-oriented in all interactions.
Able to communicate effectively with diverse audiences in person, over the phone, and in virtual settings.
Skilled at building strong working relationships across teams and with credit union partners.
Why You'll Love Working With Us
Opportunity to support credit unions nationwide and make a meaningful impact for members
A collaborative environment aligned with cooperative values
Continuous learning through hands-on experience with CU*BASE and industry-leading tools
Unlimited growth potential
What is Xtend?
Xtend is a Credit Union Service Organization (CUSO) that is owned by its credit union clients that we support. We offer a multitude of services to these credit unions that allow them to serve their members including bookkeeping, back-office support, and contact center services. Join us and help advance a mission-driven cooperative culture built on innovation and industry leadership!
WORK ENVIRONMENT & PHYSICAL ACTIVITIES
Xtend operates in a professional office building setting. Some job assignments at Xtend are primarily conducted within the office building(s) while others have moderate to extensive travel responsibilities as described in the Job Functions and/or Job Qualifications section(s) above. Xtend is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.
NOTICE
This is not intended to be, nor should be construed as a contract for employment. Xtend makes no guarantee of permanent employment. This job description is to be used as a guideline to give the employee an understanding of what Xtend has defined this position to be.
Xtend will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless to do so would cause an undue hardship. Disabled individuals who feel accommodation is needed to perform their job, or the job for which they have applied, must notify Xtend in writing of the need for reasonable accommodation within 180 days after the date the individual knew or reasonably should have known that an accommodation was needed. Xtend, thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship.
Xtend is willing to accommodate disabilities to the extent a financialservice organization can without impacting financial control or member service. Xtend is an Equal Opportunity Employer.
$22k-27k yearly est. 15d ago
Market Relationship Banker
Old National Bank 4.4
Finance service representative job in Grand Rapids, MI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$17 hourly Auto-Apply 60d+ ago
Financial Services Representative
Michigan First 4.0
Finance service representative job in Grand Rapids, MI
Location : Address 5859 28th St SE Location : City Grand Rapids Location : Postal Code 49546 Responsibilities
Branch Hours
Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed.
FinancialServiceRepresentative
We are currently seeking a FinancialServicesRepresentative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store FinancialServiceRepresentative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What You'll Do:
Deliver stellar service to credit union members and potential new members. No slackers here!
Serve as a face for our brand. Happy, confident, positive - that's who we are.
Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!
Qualifications
What We're Looking For:
Outgoing, personable candidates. You must truly love talking to people to work here.
Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience.
You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field.
A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
We need team players! You must be able to assist at any of our in-store locations to meet business needs.
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
Member Services Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
$24k-29k yearly est. Auto-Apply 57d ago
Financial Services Specialist
Grand Rapids Public Schools 3.2
Finance service representative job in Grand Rapids, MI
To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described. Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the , but which may be reasonably considered to be incidental in the performing of their duties just as though they were written out in this job description.
GRPS MISSION: Our mission is to ensure that all scholars are educated, self-directed and productive members of society.
Department: FinancialServices
Unit: Professional and Administrative Exempt
Wage: Compensation range listed is based on an average 1-15 years of experience, as determined by Human Resources.
Direct Supervisor: Director of Budget & Accounting
JOB SUMMARY
The FinancialServices Specialist is a member of the Business Division and works with other team members to provide timely and accurate financial budgeting, accounting, and reporting for the district. The position provides quality services in an efficient, timely and professional manner to a variety of internal and external customers.
ESSENTIAL JOB FUNCTIONS
Essential functions under the Americans with Disabilities Act may include any of the following duties, knowledge, and skills. This list is illustrative only and is not a comprehensive listing of all functions and duties performed by employees in this position. Regular on time and in person attendance is an essential function of this job. Other essential functions may include, but are not limited to the following:
• Initiate and coordinate the completion of monthly financial statements. Analyze monthly financial information and reports. Initiate, analyze and prepare reports to explain significant variances in anticipated balances.
• Forecast budget revenues and expenditures and recommend budget revisions. Prepare budget projections, revisions, and adjustments in
accordance with changes in program cost allocations, projections, and established procedures. Prepare and maintain budget and account work papers, adjustments, and other financial reports
• Assist in development of salary schedules and cost analysis for contract changes and cost analysis for negotiation projections and budgeting.
• Communicate financial information to senior management. Assist in understanding financial implications of options, situations, and decisions. Prepare detailed cost/benefit analysis for district programs, including new initiatives and programs.
• Act as liaison to various control officers, providing financial information and direction.
• Coordinate a comprehensive financial training program for control officers. Provide information and training to control officers. Assist control officers and program directors in the preparation of budget, expenditures, and fund transfers.
• Initiate and coordinate the monitoring and analyzing of all budgets to ensure that expenditures do not exceed authorized levels. Ensure that financial records are accurate, and transactions are properly documented.
• Monitor general ledger, staffing, board paid benefits, and other issues in accordance with budget allocations and established policies and procedures.
• Promote fiscal responsibility within the district's operations.
• Create and update internal audit plan. Test the operation of the design of existing financial controls and recommend modifications as needed.
• Assist in the development of the annual budget projections for all sites, programs, and departments.
• Assist in the preparation of annual financial statements and financial reports for the State of Michigan, including the Michigan Department of Education (MEGS+, Nexsys, CMS) and Center for Educational Performance and Information.
• Compile and analyze year end work papers, adjustments, reconciliations, and other year-end activities.
• Provide leadership and support to Accounts Receivable, Accounts Payable, and FinancialServices Coordinators.
• Coordinate the development and preparation of various internal and external reports, including reporting for granting agencies.
• Maintain and cultivate a master inventory of our business procedures, practices, and processes.
• Assist in the coordination of the implementation and on-going maintenance of the district system software in the financial, payroll, and human resources areas. Act as a liaison between the Business Office, Payroll, Management Information Systems and Human
Resources.
• Coordinate and review the preparation and timely issuance of billings to appropriate outside entities.
• Coordinate the district's banking and investment needs. Preparation of a cash flow projection to anticipate borrowing needs and available funds for investments. Ensure sufficient funds are available to cover operations, debt repayment and capital investments needs. Maintain an efficient system of procedures that adequately control and protect district funds. Act as a liaison with the district's banking and investment institutions.
• Consistently demonstrate dependable attendance and punctuality.
• Other duties as assigned.
QUALIFICATIONS
Required Education and Experience:
• Bachelor's degree in Business Administration with an emphasis in Accounting or Finance.
• Minimum of 3 years' demonstrated experience in a finance role related to school finance.
Knowledge, Skills, and Abilities:
• Proven leadership ability and excellent communication skills.
• Familiarity with federal and state restricted program grant principles/procedures for legal requirements, comparability guidelines, allowable costs, financial reporting, budgeting, grant management, indirect cost allocations, and reimbursement.
• Demonstrated ability to perform budget forecasting and planning.
• Demonstrated ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and government regulations.
• Demonstrated ability to write reports, business correspondence, and procedures.
• Demonstrated ability to define problems, collect data, establish, and analyze facts and draw valid conclusions.
• Demonstrated ability to foster teamwork and provide training.
• Proven ability to handle multiple projects concurrently and to prioritize responsibilities.
• Proficiency in use of personal computers including spreadsheet software, database applications, and word processing software.
• Ability to work comfortably in other business and scholar accounting technology platforms.
• Proven ability to provide excellent customer service to a variety of customers.
• Proven ability to work with confidential information.
• Proven ability to make decisions and act independently.
• Ability to work in a multi-cultural environment.
• Excellent organizational and problem-solving skills.
ADA REQUIREMENTS
The physical demands, work environment factors, and mental functions described below are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl, talk, hear (in a quiet or noisy environment). Specific vision abilities required by this job include close vision, distance vision, and ability to adjust/focus.
WORK ENVIRONMENT
The noise level in the work environment is usually moderate.
MENTAL FUNCTIONS
While performing the duties of this job, the employee is required to compare, analyze, communicate both orally and in writing, copy, coordinate, instruct, compute, synthesize, evaluate, use interpersonal skills, compile, and negotiate.
Non-Discrimination
The Grand Rapids Public Schools will not discriminate against any person based on race, sex, sexual orientation, gender, gender identity and expression, height, weight, color, religion, national origin, age, marital status, pregnancy, disability, veteran, or military status.
Americans with Disabilities Act accommodations: Assistance with the application process may be requested through the Human Resources Department at ************** or ***********************.
$22k-28k yearly est. 36d ago
Part Time Associate Banker Grand Rapids (30 Hours)
JPMC
Finance service representative job in East Grand Rapids, MI
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$38k-81k yearly est. Auto-Apply 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Grand Haven, MI?
The average finance service representative in Grand Haven, MI earns between $20,000 and $52,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Grand Haven, MI
$33,000
What are the biggest employers of Finance Service Representatives in Grand Haven, MI?
The biggest employers of Finance Service Representatives in Grand Haven, MI are: