Finance service representative jobs in Kalamazoo, MI - 480 jobs

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

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.

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

Assumes responsibility for answering all incoming calls for the Patient Financial Services Reps (I & II). Will provide customer service to all patients calling into the Department and eliminate the need for voicemail for these incoming calls. Works as a resource to the Patient Financial Services Reps I & II to assure that complete follow-through occurs with each patient inquiry. Assumes responsibility for all mail correspondence and posting to accounts when there is no payment associated with a claim. Requirements: High School graduate or equivalent required. 3 years of medical billing experience in A/R. Medical billing knowledge to include UB & HCFA billing is preferred.

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

Are you an administrative support professional who wants to join a team that plays a critical role in serving the greater Kalamazoo community? Would you like to work with students in helping them attain their educational dreams? If so, Kalamazoo Valley Community College may have a great opportunity for you. About Us Kalamazoo Valley Community College is a comprehensive, fully accredited, public, two-year college in Kalamazoo, Michigan. We offer associate degrees in more than 60 areas of study and 50 certificate programs. Kalamazoo Valley Community College creates innovative and equitable opportunities that empower all to learn, grow, and thrive. About the Opportunity Kalamazoo Valley Community College is seeking a full-time Student Financial Services Representative. The individual in this position will seek to create a collaborative partnership between students and financial aid staff. The aim is to ensure that students feel welcomed to ask their financial aid questions and share their plans/concerns authentically, in an environment designed to be responsive and supportive. This position will support several aspects of the college's strategic plan, including providing holistic student support and the processing of VA Benefits. Characteristic Responsibilities and Duties * Answer financial aid phone calls and emails, see students at the counter, and process paperwork. * Assist financial aid applicants with the financial aid process and veterans with veteran benefit applications. * Notify student financial aid applicants of information needed to complete financial aid files. * Assist aid recipients with program requirements and process VA benefit paperwork/applications, as needed. * Track, update, and maintain student financial aid and VA benefit files within the financial aid office. * Complete special and ongoing projects/tasks/responsibilities (such as work-study placement and monitoring, assist with America Reads position development, review student holds, complete housing/enrollment verification paperwork, and assist with Pell reconciliation). * Enter data into assigned computer systems (Banner, Salesforce, VA OneSource, NSLDS, etc). * Type standard forms, letters, and other mailings. * Taking payments for student accounts, helping students set up payment plans, and help students set up refund options. * Occasional outreach events and Tuesday Nights until 7pm. Minimum Qualifications: Appropriate education, training, experience and talents are required. An example of this would be an Associate degree in an appropriate field and the equivalent of two years of general office work. Preferred Qualifications and Experience: Physical Demands: Work Hours: Core Business Hours: Monday-Friday 8:00 am - 5:00 pm; Tuesdays 10:00 am - 7:00 pm on rotational basis. Posting Date 01/14/2026 Closing Date: Special Instructions to Applicants: Please apply online at jobs.kvcc.edu. This position will remain posted until filled, however, priority consideration will be given to applications received by January 28, 2026. EEO Statement As an employer, Kalamazoo Valley encourages, welcomes, and fosters differences because we believe that diversity makes us great. It is the policy of Kalamazoo Valley Community College not to discriminate on the basis of race (including traits associated with race such as hair texture and protective hairstyles), religion, color, national origin/ethnicity, sex, sexual orientation, gender identity, gender expression, pregnancy, disability, genetic information, age, height, weight, familial status, veteran status, marital status, citizenship, or any other status or characteristic protected by law, in its programs, services, employment or activities. All qualified applicants will be given equal opportunity and consideration for employment; please consider joining us as we empower all to learn, grow and thrive. Prior to a job offer, candidates will be required to complete a criminal record background check. For some positions, a credit history investigation will also be required. Information gathered will be used for job-related purposes to the extent permitted by applicable law and will not result in an automatic disqualification from an employment opportunity.

Job DescriptionBenefits: Hiring bonus 401(k) matching Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our Battle Creek office has been in operation since January 1, 2017, celebrating eight years of growth, while our Marshall office opened on July 1, 2024. Our team consists of 7 dedicated members in Battle Creek and 5 in Marshall, along with the agent. I am a proud graduate of Mattawan High School (2006), Ferris State University, and Grand Valley State University, where I earned a business degree in 2010. Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. We offer a competitive matching 401k, flexible hours and a hiring bonus as perks for our employees. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Chad Heeter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must currently hold relevant financial service licenses (Life/Health, SIE, Series 6/63/65) Sound knowledge of financial service products. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred

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

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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

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!

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: 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 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 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 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 ***********************.

Angott Search Group is partnering with a prominent regional bank, managing assets of over $8 billion, to find an experienced Business Banker for their Elkhart, Indiana location. This role is focused on growing and managing a commercial banking portfolio of $15-$25MM. Key Responsibilities: Grow and maintain business banking relationships through loans, deposits, and cross-selling bank products. Develop new business opportunities by expanding the client base and promoting bank services. Assess credit risks and recommend risk mitigation strategies. Effectively manage and document client relationships and commitments. Ensure compliance with bank policies, legal requirements, and complete necessary training. Qualifications: Minimum of 3 years in commercial banking as a credit analyst or underwriter (preferred). Bachelor's degree in business, economics, or finance (preferred). Proven relationship-building skills and strong communication abilities. Proficiency in Microsoft Word and Excel; knowledge of treasury services products. Customer-focused with the ability to multitask in a fast-paced environment.

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.

is based on site at our location in Lake Odessa, MI. This is not a remote role.* The Virtual Banker will engage with customers in a blended contact center environment consisting of telephone, interactive video, web chat, secure mail and online banking interactions. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Bank products and services, and cross-sells other products based on the customer's needs. These functions will range from basic to hard in complexity. Virtual Bankers strive to provide best in class customer experiences by personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. Virtual Bankers will work as part of a team under the direction of the Contact Center Manager and Contact Center Team Lead. The representative will be responsible for supporting department objectives through direct customer interactions, adhering to quality standards, and performing administrative tasks. Essential Functions Customer Service & Account Opening Provide exceptional customer service through quality conversations and timely communications. Conducts work in a Video Conference environment and in a variety of computer programs including Microsoft Office Suite, Mitel phone systems, Jack Henry Platform Video Conferencing System and others. Ethically conducts operational tasks related to protecting customer and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. Protects all customer information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates. Provide front-line customer support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels. Process customer support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc. Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts. Maintain a personally professional and presentable appearance in all internal and external customer interactions. Be fully proficient in the video banking system and online banking tasks. Engage with customers in a professional and friendly manner while providing a positive brand experience during each customer interaction. Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. Assist with troubleshooting and issue resolution tasks associated with the Video Banking system and liaise appropriately with Contact Center Management, branch, operations, and IT staff in problem identification and resolution. Work with individuals in other departments (retail branches, deposit operations, online banking, and customer relations) to address Universal Banker and Call Center customer service issues and escalations. Regular attendance is required, working at the worksite during regular contact center business hours and/or assigned hours including evenings and weekends. Must have the ability to effectively cross-sell bank products and services. Collaborates with team members during times of excess workload to pick up overflow. Other duties as assigned from time to time by the Contact Center Manager or Contact Center Team Lead. Operational Excellence Responsible for knowing and adhering to appropriate security and emergency procedures. Keep customer information in a secured area at all times while maintaining an organized work station. Maintain knowledge of the bank's policies and procedures. Help coordinate branch document retention and destruction in accordance with the bank's policies and procedures. Sales & Referrals Consistently meet or exceed sales referrals, as set by management. Proactively work to deepen both new and existing customer relationships through cross-sell opportunities. Engage in consultative discussions with customers through the new account opening process to understand their financial picture and recommend products and services that best align with meeting their needs. Actively involve yourself in sales meetings and staff meetings. Maintain a thorough understanding of all Retail products and services offered. Have a good understanding of the bank's IRA (Traditional & Roth) and HSA offerings, including tax benefits, contributions and distributions. Other Functions Other duties/projects as assigned Familiar with and abides by all bank regulations including but not limited to BSA/AML and OFAC Working Conditions of the Job Stationed at desk 95% of working time. No unusual physical exertion required. No particular hazards on the job. Requirements Job Qualifications Familiarity with banking products and services. Ability to communicate effectively in person, on-screen, over the phone and in writing. Ability to solve problems while working directly with external and / or internal customers. Familiarity and high comfort level with a variety of electronic forms of communication -- phone, video, social media, email, etc. Strong attention to detail and ability to complete work accurately. Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products. Above average ability to think logically in order to analyze situations, resolve problems, and make sound decisions. Ability to handle multiple tasks simultaneously. Proficient at working with multiple computer and software systems. Good interpersonal communication. Good organization and time management skills. Ability to listen and develop/suggest solutions to problems. Ability to retain confidential information. Willingness to work flexible hours. Education & Work Experience High school diploma or equivalent. 1 year Customer Service, Retail banking or equivalent experience. Experience with using Onboard deposit software system, preferred. 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.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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: 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 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 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 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 ***********************.

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.

JobID: 210697469 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************