Customer Service Representative
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 Service Representative. 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
Manufacturing Customer Service Representative
Finance service representative job in Grand Rapids, MI
UFP Technologies is a designer and custom manufacturer of comprehensive solutions for medical devices, sterile packaging, and other highly engineered custom products. UFP is an important link in the medical device supply chain and a valued outsource partner to most of the top medical device manufacturers in the world. The Company's single-use and single-patient devices and components are used in a wide range of medical devices and packaging for minimally invasive surgery, infection prevention, wound care, wearables, orthopedic soft goods, and orthopedic implants.
UFP Technologies, Inc. offers a competitive benefits package, including but not limited to:
* Medical, Dental, Vision, Life, Disability Insurance
* 401K with a matching contribution
* Paid time off, Paid holidays, Employee discounts and much more!
Location: This position will be on-site full-time in Grand Rapids, MI. The position holder will need to be within commuting distance (within 45 min).
Customer Service Representative Summary:
Under the direction of the Customer Service Manager, the Customer Service Representative is engaged in handling orders, telephone and other inquiries from customers. Complies with customer service policies and procedures to ensure consistent customer service and satisfaction. Recommends corrective action, maintains records regarding customer requests and determines work procedures / schedules to expedite workflow. Provides support to outside sales people on key customer accounts.
Customer Service Representative Duties and Responsibilities:
* Request for Quote (RFQ) - Responsible for communicating customer specifications and requirements to engineering / estimators.
* Orders - Responsible for handling every aspect of a customer's purchase order, including, but not limited to, the timely verification of data and accurate entry of order information into the order entry systems.
* Works with purchasing and production personnel as required to define delivery dates, communicate delivery commitment to customers and follow-up with written acknowledgements.
* Serves as customer advocate driving improvements in service levels as needed.
* Acts as a point of contact for the field sales team to identify, investigate and clarify problems and determine quick and effective resolutions.
* Invoicing - Communicates proper billing terms, agreements and conditions to Accounts Receivable and processes invoices for daily shipments.
* Handles Return Merchandise Authorization (RMA)'s and credits through the accurate and timely entry of data into Customer Relationship Management (CRM) data base.
* Provides and monitors the metric for on-time delivery, order fulfillment and cycle time. Ensures continued improvement of service levels and provides corrective actions to sustain customer service levels.
* Supports continuous improvement efforts as required.
* Maintains overall service continuity between customer service / inside sales, outside sales, engineering and operational personnel to ensure that customer service levels are maintained.
* Manages special projects as assigned by manager.
* Remains accountable for all commitments made.
* Performs all other duties as assigned or needed.
Customer Service Representative Qualification Requirements:
* High school diploma or general education diploma (GED).
* 1 -3 years of customer service or sales experience required.
* Excellent organizational skills.
* Detail oriented and accurate with input.
* Good written and verbal communications skills.
* Strong customer relations skills.
UFP Technologies, Inc. is an Equal Opportunity/Affirmative Action employer Minorities/Women/Veterans/Disabled.
#UFP #MI #IND3
Auto Customer Service Reps
Finance service representative job in Grand Rapids, MI
2600 28th Street. SE, Grand Rapids, MI 49512
Automotive Technician / MechanicVery Busy Dealership! Flat Rate Based on Experience and Training - Bonuses Available$28 - $38 per hour!3,000 Sign-On Bonus for right candidate!Multiple Bays AvailableFlag 100 hours Per Pay Period!Please Inquire About Sign-On Bonus!Experience Required - GM Experience is a Plus!
A.S.E and State Certifications PreferredNo Saturdays
Walk-in Applicants Welcome!
Harvey Cadillac of Grand Rapids is looking for an experienced automotive Technician/ Mechanic to join our team! We are a local family-owned store with a great reputation. We are a very busy shop with a great work environment. We believe culture makes a difference and we strive to build lasting relationships with our employees, customers, and the community. We value our employees and invest in their success.
Benefits include:
$28 - $38 per hour!
$3,000 Sign-On Bonus for right candidate!
Flag 100 hours per pay period!
Please inquire about sign-on bonus!
Medical and Dental insurance are available
401(k) plans with matching company contribution available
Paid Vacations
Paid factory training
Promotional and career growth opportunities
Personal development training & opportunities
Seasonal company lunches
Positive and professional work environment
Uniforms provided
Large clean facility with state-of-the-art equipment
State and A.S.E. certification test reimbursement
Paid GM training including travel, meals, and lodging
Job Description Technician:
Performs repairs as outlined on repair order with efficiency and accuracy, in accordance with dealership and factory time allowances and standards.
Qualifications and Requirements - Technician:
GM-related education and or work experience preferred
A.S.E and State Certifications preferred
Ability to read and comprehend written instructions and information
Knowledge in all aspects of automotive repair and maintenance
Must be a quick learner and team player
Excellent customer service skills
Must have a valid drivers license
Ensure that customers cars are kept clean
Maintain stall in an orderly and clean manner
Ability to identify problems
Math, reading, and computer skills
Ability to learn new technology, repair, and service procedure, and specifications
Able to operate electronic diagnostic equipment
Please upload your resume. Completing the online assessment will grant you priority approval!
Must be authorized to work in the U.S. without sponsorship and be a current resident.
Must pass pre-employment testing to include background checks, MVR, and drug screen excluding marijuana.
We are an Equal Opportunity Employer.
All qualified applicants are considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation, or other protected status.
RequiredPreferredJob Industries
Customer Service
Part Time Associate Banker Grand Rapids (30 Hours)
Finance service representative job in 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.
Auto-ApplyFinancial Wellness Representative - 100% Commission | Grand Rapids, MI (TSG-20251201-052)
Finance service representative job in Grand Rapids, MI
Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.
US Private Bank- Private Banker- 2026 ReEntry Program 2026
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 Financial Services
* 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
Auto-ApplyFinancial Services Representative
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.
Financial Service Representative
We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store Financial Service Representative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What You'll Do:
Deliver stellar service to credit union members and potential new members. No slackers here!
Serve as a face for our brand. Happy, confident, positive - that's who we are.
Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!
Qualifications
What We're Looking For:
Outgoing, personable candidates. You must truly love talking to people to work here.
Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience.
You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field.
A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
We need team players! You must be able to assist at any of our in-store locations to meet business needs.
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
Member Services Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
Auto-ApplyFinancial Services Specialist
Finance service representative job in Kalamazoo, MI
Minimum Qualifications Bachelor's degree in related field from an accredited institution, or equivalent combination of education and experience. One year's relevant experience. Strong interpersonal, written and verbal communication skills. Familiarity of federal, state and institutional financial aid regulations and guidelines.
Resume Bank - For Future Opportunities
Finance service representative job in Grand Rapids, MI
Thank you for your interest in working with Eikenhout!
We offer rewarding employment opportunities for talented individuals in the areas of material handling, delivery, finance, human resources, safety, inventory control and management. All of our jobs are in-person and we have locations in Grand Rapids, Saginaw, Traverse City, Mt Pleasant, Holland, Lansing, Petoskey, Kalamazoo, Muskegon & Gaylord.
If you are interested in submitting your resume for any of these departments, please submit your resume and cover letter to this posting by clicking on "Apply for This Job". If there is a current posting that you are interested in, please submit your resume on that post instead of this one!
Financial Services Specialist
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.
FINANCIAL SERVICES SPECIALIST
Department: Financial Services
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 Financial Services 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 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 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
Communicate financial information to senior 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
Coordinate a comprehensive financial training program for control 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 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
Promote fiscal responsibility within the district's
Create and update internal audit 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
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 Financial Services 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 5 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 ***********************.
Easy ApplyFinancial Services Representative - State Farm Agent Team Member
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
Member Service Representative (MSR)-I Float
Finance service representative job in Allegan, MI
Are you ready to take the next step in your career with a company that values innovation, integrity, and community? At Allegan Credit Union, a division of Ignite Credit Union, we're more than just a financial institution-we're a team dedicated to making a meaningful impact in the lives of our members and the communities we serve. We're looking for passionate, driven individuals who are excited to grow with us and help ignite financial success for all. If you're looking for a workplace that champions professional development, collaboration, and a people-first approach, we want to hear from you!
Benefits Offered:
Bi-weekly 401(k) Match and Profit Sharing
Education reimbursement
Up to $600 in wellness reimbursement annually - fitness equipment, gym membership, massages, etc.
Full Medical, Dental, Vision, and Prescription Insurance coverage
Health Savings Account with bi-weekly Employer Contributions
Employer Paid Life Insurance
Employer-paid Short and Long Term Disability coverage
Pet Insurance
Health Advocacy Support
Generous Paid Time Off
12 Paid Holidays
Employee Assistance Programs
Monthly commissions and incentives
Employee Appreciation Events
Community Volunteering Opportunities
Performance and Discretionary Bonuses
Employee Discount Program for travel, shopping, restaurants, etc.
… and more
Requirements
This is a Float position. Travel to other branch locations is required. Travel time to locations other than the Float Teller's home-assigned branch will be paid, and mileage over 60 miles round-trip from the home-assigned branch will be reimbursed at the Credit Union's current mileage reimbursement rate.
The Member Service Representative assists members with their financial transactions, involving paying and receiving cash and other negotiable instruments. The Member Service Representative is expected to acknowledge and greet all members immediately upon entering the branch. The Member Service Representative maintains a balanced cash drawer and corrects errors as they arise. The Member Service Representative recommends other products and services to our members with a heavy focus on electronic services that can enable our members to self-serve.
Process normal day-to-day teller transactions for members at the teller line. Answer questions about products and services and resolve problems within their ability to do so. Always maintain an adequate cash drawer; this includes buying and selling currency from the vault as necessary through proper channels.
Identify cross-sell opportunities and cross-sell credit union products, services, promotions, and credit union initiatives that support credit union growth and sustainability.
Answer member inquiries and refer members to the proper service area for issues that cannot be resolved or met at the teller line. Expected to safeguard member information with the highest level of confidentiality of all information obtained.
Perform miscellaneous tasks including but not limited to scanning, computer input, updating member records, mail payments, night deposit, and outbound calls.
At Allegan Credit Union, a division of Ignite Credit Union, you'll find more than just a job-you'll discover a career where your contributions are valued, your growth is supported, and your impact is felt. Join a dynamic team committed to fostering financial well-being and building stronger communities. If you're looking for a role where you can thrive professionally while making a difference, Ignite your future with us today!
Allegan Credit Union, a division of Ignite Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, height, weight, disability, genetic information, marital status, amnesty, status as a covered veteran, or any other status or characteristic protected by applicable federal, state and local laws.
Salary Description $16.48/hr
Registered Member Services Representative
Finance service representative job in Kalamazoo, MI
Requirements
Bachelor's Degree: Business, Finance area of study or equivalent work experience.
Three years successful financial services sales experience.
Life, health and variable insurance license required Candidate with previous financial industry experience will be considered with completion of licenses within 6 months of starting role.
FINRA Securities Industry Essentials Examination, Series 6, and Series 63 preferred as optimal for the role.
Demonstrated ability to effectively build business relationships with diverse clients.
Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.
High level oral and written communication skills.
Salary Description $20/hour
Relationship Banker
Finance service representative job in Kalamazoo, MI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
This position is located in a bilingual area and Spanish is often used within the banking center and would be preferred.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Auto-ApplyPart Time (20 Hours) Associate Banker Michigan Fuller, Grand Rapids, MI
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
Auto-ApplyFinancial Services Representative
Finance service representative job in Muskegon, MI
Location : Address 700 W. Norton Ave Location : City Muskegon Location : Postal Code 49441 Responsibilities
Financial Service Representative
We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager.
If you thrive on making people happy, doing something different every day, and being a rock star while you do it, we've got the perfect position for you.
As a Financial Service Representative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members with personalized solutions to their financial situations so they can walk out the door happy, satisfied, and worry-free.
What You'll Do:
Deliver stellar service to credit union 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. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
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 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 in the past? 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.
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.
Auto-ApplyRegistered Member Services Representative
Finance service representative job in Kalamazoo, MI
Job DescriptionDescription:
Under the direction of credit union management and with on-the-job coaching from the Financial Service Representative (FSR), build meaningful relationships with members to understand their financial goals and provide personalized solutions that enhance their overall experience. As a credit union employee registered through LPL, offer both credit union services and investment/insurance products to help members achieve financial well-being. Collaborate with credit union staff to increase awareness and confidence in investment and insurance options by demonstrating how these solutions complement traditional credit union offerings.
Cultivate strong relationships with members by consistently using the prescribed sales process.
Hold client facing meetings to offer a limited product set of annuities, insurance and mutual funds.
Proactively acquire new mass market consumer and investment customers, and deepen existing relationships, through outreach and pre-planned appointments.
Maintain deep knowledge and understanding of deposit, credit and investment financial solutions and services.
Provide financial advice and establish accounts for insurance, investment and retirement needs.
Build relationships with branch colleagues, members and partners to acquire, deepen and retain relationship, as well as to help customers succeed financially.
Recognize and refer members with more complex needs to the Financial Services Representative (FSR).
Interview and open accounts for members.
Know the benefits, features and underwriting requirements of all Consumer and Mortgage Loan products. Complete in-branch loan process with members as needed.
Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
Acquire and sustain proficiency in Microsoft Office Suite, CRM software and account opening solutions, included but not limited to ClientWorks, Annuity Order Entry (AOE) and other applicable applications.
Review all activities for compliance with established policies, procedures and regulations. Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations.
Participate in annual training as required by the BSA/OFAC Compliance Officer.
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Requirements:
Bachelor's Degree: Business, Finance area of study or equivalent work experience.
Three years successful financial services sales experience.
Life, health and variable insurance license required Candidate with previous financial industry experience will be considered with completion of licenses within 6 months of starting role.
FINRA Securities Industry Essentials Examination, Series 6, and Series 63 preferred as optimal for the role.
Demonstrated ability to effectively build business relationships with diverse clients.
Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience.
High level oral and written communication skills.
Relationship Banker
Finance service representative job in Kalamazoo, MI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
This position is located in a bilingual area and Spanish is often used within the banking center and would be preferred.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
* Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
* Cross sells products and services and refers to business product partners to ensure client needs are met.
* Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
* Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
* Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
* Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
* Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
* Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
* Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
* Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
* Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
* Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
* Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
* Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
* Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
* Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
* Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
* Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
* Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
* Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
* High School diploma or GED Equivalent
* Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
* Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
* Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
* Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
* Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
* May manage an assigned client portfolio to handle all consumer banking relationship needs.
* Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
* Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
* High School diploma or GED Equivalent
* Minimum one year relationship-based client consultation and/or consultative sales experience
* Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
* Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Auto-ApplyPart Time Associate Banker Grand Rapids (30 Hours)
Finance service representative job in East Grand Rapids, MI
JobID: 210628913 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
Auto-ApplyPart Time Associate Banker Grand Rapids (30 Hours)
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.
Auto-Apply