Finance service representative job description

· Excellent Benefits including paid time off, 401K plans, Health insurance, and free concierge service

· Tuition reimbursement, referrals program, and professional development program included in benefits package

· Wellness initiatives and events throughout the year

· Loan discounts for certain secured and unsecured loans and mortgages

What’s a typical day as a Financial Services Representative ? You’ll be:

· Drive excellent customer service to people from all walks of life

· Help provide unique and personalized financial solutions for members

· Assist members with loans, credit cards, and savings accounts

· Assist member understanding on financial concepts and boost financial literacy

This job might be an outstanding fit if you:

· Critical thinker- Finding creative solutions to everyday problems

· Customer Service Focused- deliver stellar service to credit union members

· Confident, Happy, Positive- you are the face of the company

· Ambitious- with a competitive commission structure, you drive your future

Good to know:
This role requires a 4 week training program at Michigan First Credit Union's headquarters in Lathrup Village, MI. For this training, employees are reimbursed for mileage, breakfast, and dinner. As the training is M-F, hotel stay is covered during the week, allowing you to return home over the weekend.

What happens next
Once you apply, you’ll proceed to the next steps if your skills and experience look like a good fit. But don’t worry—even if this position doesn’t work out, you’re still in our network. That means all our recruiters will have access to your profile, expanding your opportunities even more.

Helping you discover what’s next in your career is what we’re all about, so let’s get to work. Apply to be a Financial Services Representative today!

We are offering a $500 sign-on bonus!
What you'll do
Guide customers toward upward credit mobility through good financial choices.Provide top-tier service, assisting customers with questions, concerns, and product availability.Explore financial possibilities with customers by identifying issues and finding solutions.Address product driven needs (taxes, loans, etc.) and goal driven needs (improving credit, etc.) Support, collaborate with, and lean on the strengths and talents of your branch team.Maintain strong customer relationships and build community within your branch.

Why World?
“World Finance always has opportunities for a person to grow - not only in the workplace but as a person. There is always an opportunity to move up and learn more. Someone is always there to motivate you and listen to your ideas and opinions. I am grateful [to] work for such a great company.”
- Financial Services Rep in Temple, TX
Pay for a Financial Services Representative is $16-$19/hr based on experience.We promote from within, encouraging upward growth which includes profit share.With branches and operations in 16 states, we offer opportunities across the US.75% of World's Operations Executives moved up from a similar role.90% of all Branch Managers were promoted from within the company.We pay you to give back: team members get paid volunteer hours each year.Health, dental, vision, and life insurance are available to full time team members.Paid holidays, sick days, vacation time, and a 401(k) plan (including company match).We'll get you home for dinner: your life outside of work is priority #1.Be part of a team with clear values, strong community, and a sense of belonging.You'll make a positive impact on the lives of the customers you serve.

Experience that'll wow us
A history of choosing kindness, showing compassion, and helping others.The willingness to seek quality-driven solutions and embrace new ideas.Absolute team player - pitching in when needed and accepting help, too.The ability to simplify, clarify, and explain products and concepts to customers.Service industry or other customer-facing experience: people skills are everything.A positive influence who is ready for the road to leadership.

Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.

2H2F

It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Financial Services Rep

Location
Main St (Kalamazoo, MI)

Job Summary
A sales and service position with a primary goal of helping customers by discovering financial needs and processing transactions. Financial Service Representative (FSR) will provide an outstanding customer experience by resolving customer issues, making referrals to team members, opening new accounts, and offering convenience services. FSRs will also work with partnered specialists (loan officers, financial consultants, and business bankers) to ensure our customers have access to experts who can help them achieve their financial goals. Position is responsible for being a role model for Flagstar Bank's customer-centric culture, while embracing diversity and maintaining ethics and integrity.

This entry level branch position will be responsible for assisting the team in meeting branch goals. This position will be cross-trained on opening accounts and will be the primary back up for opening accounts when a Banker is not available.

Job Responsibilities:
Job Responsibilities:
Process Transactions/Customer Service. Greet customers and ask questions to determine their needs. Process financial transactions (cash and non-cash bank transactions, balance inquiries, cashier's checks, money orders, cash advances with credit cards, etc.) in an accurate and efficient manner in accordance with operational and regulatory guidelines. Assist with customer questions and/or issues relating to their accounts. Demonstrate strong customers service skills and the ability to resolve problems and prevent customer dissatisfaction. The FSR position is one of the primary transaction positions within a branch.Meet and exceed sales and referral expectations by working with customers to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. Ensure the customer's needs are met by partnering with the appropriate specialist (branch team, FC, and MLO) to serve the customer's banking, mortgage and investment needs. This may include participation in 'Call Nights'.Maintain operational standards including balancing cash drawers at the end of each shift, processing CTR reports and transactions, and opening and closing procedures of the branch. May also include ATM and vault balancing, opening and closing procedures of the branch, etc. Acquire and maintain up-to-date knowledge of applicable policies, procedures, guidelines and bank operating systems.

Job Requirements:6+ months cash handling experience required 1+ years of finance, sales or customer service experience required HS Diploma, GED or Foreign Equivalent, required Ability to welcome and establish relationships by getting to know every customer in order to provide an outstanding customer experience.Demonstrated computer proficiency Educate clients on bank products and financial services and make referrals when a potential opportunity has been identified Strong listening, verbal and written communication skills Demonstrated ability to work well in a team environment Demonstrated ability to follow company policies, guidelines and procedures Strong attention to detail and ability to multi-task Demonstrated ability to maintain confidentiality using tact and diplomacy Maintain professional dress attire and demeanor Ability and willingness to work branch hours, including weekends and some evenings

Internal Use Only: J-hrly band