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RMR Solutions LLC 3.9
Finance service representative job in Howell, MI
RMR Solutions, LLC is a leading producer and distributor of a wide variety of cleaning, disinfectant, and mold removal products for both residential and commercial customers. The team started with its' legendary mold and mildew remover products and has blossomed that success to include kitchen degreasers, marine stain remover, tub and tile cleaner, and botanical disinfectant, to name a few.
RMR Solutions' product line is available for purchase at many big box retail stores and has an extensive product list through Amazon as well.
The Customer ServiceRepresentative Position
The Customer ServiceRepresentative provides exceptional customer service by answering inquiries, offering solutions, and providing explanations to RMR's current and potential customers. The Customer ServiceRepresentative has the unique opportunity to provide a lasting first impression by ensuring full customer satisfaction, providing information about products or services, taking orders, and processing returns and refunds.
Preferred Experience, Skills & Abilities of the Customer ServiceRepresentative Position
At least 2 years of experience in a Customer Service setting
Strong business communication and presentation skills, both verbal and written
Organizational skills, multitasking, and a strong self-motivation as a must!
Knowledge in shipping and warehousing is preferred, but not required
Compensation, Benefits & Structure of the Customer ServiceRepresentative Position
This position includes a competitive pay structure, based on skills and experience, and a comprehensive benefit and retirement package. The position is based in the Brighton, MI office, with a working schedule of M-Th 9:00am-5:30pm, Friday 9:00am-5:00pm.
The Recruitment Process for the Customer ServiceRepresentative Position
The recruitment process will include a combination of phone screens, web and/or in-person interviews, a candidate personality assessment, and a pre-employment background check and drug test. The process, which is being facilitated through EctoHR, Inc. is designed to ensure that candidates are aligned with RMR Solutions' mission and core values.
RMR Solutions, LLC is an Equal Opportunity Employer!
$28k-35k yearly est. 1d ago
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Veterinary Sales Representative -Flex Time (12 days/mo)
Promoveo Health 3.0
Finance service representative job in Ann Arbor, MI
Pharmaceutical Sales Representative - Veterinary - Flex Time (12 days/mo)
Promoveo Health, a leading Pharmaceutical Sales recruiting, and contract sales company has an outstanding position representing one of our strategic clients. Our client is a rapidly growing organization with a very strong presence in the Veterinary Medicine field.
This is a position where you will be a W2 employee of Promoveo Health.
The Veterinary Sales Representative will be responsible for revenue growth within your specified geographic region. You will be accountable for a sales revenue plan in the clinical (office based) markets. This role requires strong account management and selling skills, as you will be the selling interface between the accounts and the company.
The ideal candidate will have:
· 5+ years of Veterinary Pharmaceutical Sales either on the Pharmaceutical or Distributor side
· Clinical experience calling on Veterinary Practices in this market
· Experience calling on and existing relationships with Vets in the area
· Excellent interpersonal, communication, teaching and negotiation skills
· BS Degree in related discipline
Job Expectations:
·Part time position with high management visibility and performance expectations.
· Travel - You will be home every night- no overnight travel is required!
EOE STATEMENT
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
$51k-90k yearly est. 2d ago
Part Time (30 Hours) Associate Banker Grand Blanc Point, Flint, MI Bilingual English and Spanish Required
JPMC
Finance service representative job in Flint, MI
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$40k-86k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Trinesha Goebel
Finance service representative job in Lansing, MI
Responsive recruiter About our Agency: Trinesha launched the agency on January 1, 2011 and has since built a strong team of nine licensed agents dedicated to exceptional service. In our office, we pride ourselves on providing a personal touch, often handling eligible claims in-house to make the process smoother for our customers. Plus, our mini Australian Shepherd, Baxter, adds a little extra joy to the workplace!
As a Chartered Financial Consultant (ChFC), Trinesha brings a wealth of expertise to our agency, especially when it comes to guiding customers through financialservices. Our community is at the heart of everything we do-we sponsor Mason High School Performing Arts, Mason Junior Bulldogs Football, Holt Wrestling, and the Mason Courthouse music events. We also participate in meaningful initiatives like volunteering at Hospice of Lansing Stoneleigh Residence, donating birthday bags to the Mason community, and offering Kona Ice events four times a year.
Our team enjoys excellent perks, including a Simple IRA, health benefits, and group life insurance. The culture here is fast-paced yet family-oriented, emphasizing hard work, integrity, and personal connection. Instead of a telephone tree, we prioritize human interaction-along with cookies and coffee to keep things warm and welcoming!
ROLE DESCRIPTION:
As a FinancialServicesRepresentative - State Farm Agent Team Member with Trinesha Goebel - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financialservice licenses.
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:
Hourly pay plus commission/bonus
Health benefit (Medical, Vision, Dental)
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Compensation: $45,000.00 - $65,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Mason, MI and help customers with their insurance and financialservices needs, including:
Auto insurance
Home insurance
Life insurance
Retirement planning
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$45k-65k yearly Auto-Apply 60d+ ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Ann Arbor, MI
Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer ServiceRepresentative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? Compensation: $17 - $20 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$17-20 hourly Auto-Apply 60d+ ago
Financial Services Representative State Farm Agent Team Member
Trinesha Goebel-State Farm Agent
Finance service representative job in Lansing, MI
Job DescriptionAbout our Agency: Trinesha launched the agency on January 1, 2011 and has since built a strong team of nine licensed agents dedicated to exceptional service. In our office, we pride ourselves on providing a personal touch, often handling eligible claims in-house to make the process smoother for our customers. Plus, our mini Australian Shepherd, Baxter, adds a little extra joy to the workplace!
As a Chartered Financial Consultant (ChFC), Trinesha brings a wealth of expertise to our agency, especially when it comes to guiding customers through financialservices. Our community is at the heart of everything we dowe sponsor Mason High School Performing Arts, Mason Junior Bulldogs Football, Holt Wrestling, and the Mason Courthouse music events. We also participate in meaningful initiatives like volunteering at Hospice of Lansing Stoneleigh Residence, donating birthday bags to the Mason community, and offering Kona Ice events four times a year.
Our team enjoys excellent perks, including a Simple IRA, health benefits, and group life insurance. The culture here is fast-paced yet family-oriented, emphasizing hard work, integrity, and personal connection. Instead of a telephone tree, we prioritize human interactionalong with cookies and coffee to keep things warm and welcoming!
ROLE DESCRIPTION:
As a FinancialServicesRepresentative State Farm Agent Team Member with Trinesha Goebel - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financialservice licenses.
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:
Hourly pay plus commission/bonus
Health benefit (Medical, Vision, Dental)
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
$26k-43k yearly est. 12d ago
Financial Services Representative - State Farm Agent Team Member
Robert Bell-State Farm Agent
Finance service representative job in Lansing, MI
Job DescriptionBenefits:
401(k)
Competitive salary
Paid time off
ROLE DESCRIPTION: As a FinancialServicesRepresentative - State Farm Agent Team Member with Robert Bell - 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:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financialservices.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
$26k-43k yearly est. 12d ago
Financial Services Representative State Farm Agent Team Member
Ridge Tefft-State Farm Agent
Finance service representative job in Charlotte, MI
Job DescriptionROLE DESCRIPTION: As a FinancialServicesRepresentative 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 financialservice licenses.
Proven experience working as a financialservicesrepresentative.
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
$26k-43k yearly est. 2d ago
Financial Representative Entry Level
Wiegert District-Northwestern Mutual
Finance service representative job in Flint, MI
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR be ethical, accountable, and respectful; Maximize OPPORTUNITY own your results, because each day counts; and Create IMPACT by positively influencing the lives of families, teammates, and our community.
Located in the heart of Metro Detroit, our office is uniquely positioned to support professionals in one of the nations most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, youll play a key role in helping those who power Michigans economy plan for lasting financial security.
We offer a culture that values growth, connection, and purposewith team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alexs Lemonade Stand Foundation, were committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it.
Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI.
Watch this short video to experience
A Day in the Life of a Northwestern Mutual Advisor
: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financialservices to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Tek Wiegert Managing Director:
How long with NM? Started as an intern in 2004 and joined full-time in 2005.
Prior Experience? Joined Northwestern Mutual directly after college.
Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey.
Nick Hammer Growth and Development Director:
How long with NM? Has been with Northwestern Mutual for 5 years.
Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University.
Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family.
Dominic Mirabella Managing Partner:
How long with NM? Has been with Northwestern Mutual since 2008.
Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual.
Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams.
Jake Paulson Growth and Development Director:
How long with NM? Has been with Northwestern Mutual for 5 years.
Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball.
Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time.
About the FinancialRepresentative Role: As a FinancialRepresentative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financialservices, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP.
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing
Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tek Wiegert is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$31k-61k yearly est. 32d ago
FULLY ONSITE MEMBER SERVICES REP
Teksystems 4.4
Finance service representative job in Brighton, MI
Responsible for assisting members with a variety of Credit Union products and services as well as providing administrative and clerical support to the Loan Processing Department by performing the following duties:
Duties and Responsibilities include the following. Other duties may be assigned.
• Opening/closing and maintaining credit union accounts
• Open and maintain Individual Retirement Accounts
• Assist members with a variety of Credit Union services and products
• Assist members with legal accounts
• Answer member inquiries via phone, email, and other online services
• Process wire transfers, stop payments, travel notices, address changes check orders, etc.
• Preforms other related duties as assigned
• DNA/Fiserv Experience preferred
• Provides administrative and clerical support in a professional and efficient manner.
• Communicates effectively with related parties via telephone in absence of the Loan Officer.
• Establishes and maintains a filing system pertinent to supporting the department.
• Prepares and sends out loan packages as requested.
• Generates interest rate sheets in computer system and updates as needed.
• Retrieves appropriate paperwork and information within the agency as directed.
• Performs other related duties as assigned
If you are seriously interested in this role, please submit your resume directly to *********************** - let her know your interview availability too so she can send out interview links! Interviews are first come, first serve.
Job Type & Location
This is a Permanent position based out of Brighton, MI.
Pay and Benefits
The pay range for this position is $35360.00 - $37440.00/yr.
i. Federal PAID Holidays they are off! j. 2% 401k match. k. 10% on money purchase program of salary! Goes into 401k!
Workplace Type
This is a fully onsite position in Brighton,MI.
Application Deadline
This position is anticipated to close on Jan 21, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$35.4k-37.4k yearly 13d ago
Financial Services Representative- Part Time
Security Credit Union 3.9
Finance service representative job in Grand Blanc, MI
Job DescriptionDescription:
Provides quality service to internal and external members' in-person and over the telephone. Performs all duties assigned to the teller and member services areas according to established policies and procedures.
Essential Job Functions
Maintain working knowledge of and aggressively promote credit union products/services at every opportunity, to include completing outbound calls, making referrals that result in new services to new/existing members. Complete Sales Plus logs.
Perform duties necessary to order and maintain department office supplies and supplies in individual work area. Prepare workstation daily and keep workstation organized. Process mail distribution (incoming/outgoing).
Train/mentor other credit union employees as directed. Maintain update of work status to supervisor as required.
Balance daily. Perform operational duties and troubleshoot problems with department equipment. Report errors, abnormalities, and out of balance conditions to supervisor immediately. Correct all out of balance conditions as applicable. Perform office closing procedures.
Maintain functional knowledge of online systems and all software used in the department, including the process to follow if the system goes down.
Prepare reports, file, make photocopies/scans, and scan signature cards as required and assigned. Create new Excel reports and maintain current.
Backup the duties of the head employee, and/or other functions as assigned by management.
Perform all member service related duties, including but not limited to; opening/closing/changing of deposit accounts and regular/IRA certificates; issue, order new, close/renew, change/adjust, report travel requests, process balance transfer on Credit/Debit card accounts; processing of stop payments, copies, corrections, orders, and balancing checking accounts; safe deposit applications and member access; process electronic service requests, process and issue Visa or consumer loans, storage waivers; mortgage/home equity preliminary applications; process share to share or share to loan payment transfers; wire transfers; skip-a-payments; investigate account or card fraud and process any necessary paperwork and all member account related file maintenance requests according to procedures.
Maintain working knowledge of; lending policy, loan approval guidelines, and other related laws and/or regulations; NADA values/resources, MLA and HMDA.
Aggressively promote and sell the CUNA Mutual Lender Development Program to credit union members. Calculate loan term, rate, amount financed, and payment amount with all eligible insurance coverages. Assist members with Credit Life, Disability, Debt Protection, and GAP claims.
Perform duties of membership officer and/or notary as assigned and according to procedures.
Perform duties to; unlock/lock entrance doors; schedule/assume responsibility for member appointments; pull/review consumer credit reports and investigate disputes; process lien terminations; clean loan files; keep loan vault in order; review security title and tracking exception report; handle any CPI follow-up issues; loan verifications; youth program related activities; handle all office deliveries; and department assigned side jobs.
Perform all teller related duties, including but not limited to; balance cash drawer, checks received, TCDs or TCRs, and other miscellaneous items; process member deposits, payments, withdrawals, check cashing, mail requests; , cashier checks, Visa/MasterCard cash advances, money orders, gift cards and other promotional items; scan checks and balance Check 21; open/close check printer and money order machine and instant issue machine; opening/closing of sub-accounts.; member deposit verifications.
Maintain updated brochures in lobby; supply of brochures and ensure they are up-to-date; maintain and verify all required logs are completed; process night drop-box or in-office drop box transactions; and perform all member acknowledgement desk related duties.
Perform other job-related duties as assigned.
The list of essential job functions is not limited. It may be supplemented as necessary from time to time.
Workplace Expectations
Ensure prompt and courteous service is provided to all internal and external members/customers.
Conduct work in a safe and healthful manner.
Maintain thorough knowledge and understanding of credit union policies and procedures that are necessary for performing your job.
Perform as part of a team and assist other employees and other departments as needed.
Place documents that need to be shredded in the proper area for shredding.
Maintain knowledge of and follow the established process for key control, security, and the security of all codes and procedures related to office security. Open and close office by disarming and arming alarms, as established procedures require.
Maintain total working knowledge of department. Complete necessary logs.
Maintain thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference & Guidelines, NACHA, BSA, and OFAC.
Requirements:
Standards
Perform all job tasks/functions as assigned and/or directed; according to compliance, policy, procedures and standards; use Service/Sales plus skills at all times; meet all cross-sell and productivity standards as set by management; and read/respond to all communications (voice mail/email/message board) communications in a timely fashion.
Core Competencies
Reasoning: apply rational method of problem solving to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, blueprint, or schedule form.
Math: add, subtract, multiply, and divide all units of measure. Perform the four operations with like common and decimal fractions. Compute ratio, rate, and percent. Draw and interpret bar graphs. Perform arithmetic operations involving all American monetary units.
Language - read a variety of books and magazines. Write reports and essays with proper format, punctuation, spelling, and grammar, using all parts of speech. Speak before an audience with poise, voice control, and confidence, using correct English and well-modulated voice.
Position Specific Competencies
Must have good keyboard skills.
Must have good numerical, clerical, and communication skills.
Must have good customer service skills and cross-selling ability.
Must have the ability to work effectively with management and other staff.
Must have the ability to deal effectively with people, and promote a team environment.
Minimum Qualifications
Education: A high school diploma or equivalent.
Experience: Previous cash handling and customer service experience desired.
Licenses/Certifications: Must attain all required licenses and/or certifications to perform duties of position.
Physical Demands
The physical demands described here 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.
While performing the duties of this job, the employee is regularly required to sit, use hands, fingers, talk, or hear. The employee is frequently required to sit, stand, and reach with hands and arms. The employee may occasionally lift up to 20 lbs. and/or exert force to move up to 50 lbs.
$25k-32k yearly est. 20d ago
Personal Banker
First National Bank of Howell 3.7
Finance service representative job in Howell, MI
Personal Bankers play a vital role in the customer banking experience. You will build banking relationships with customers by providing products and services that meet their ever-changing needs. We're looking for a Personal Banker at our Genoa Township branch.
Qualifications:
Education:
High School degree, GED or foreign equivalent required (college degree preferred)
Experience:
Minimum 1 year sales experience required (2-5 years preferred)
Personal:
Job experience with extensive customer contact, including building & maintaining customer relationships.
Excellent probing and listening skills to uncover customers needs.
Excellent interpersonal, verbal, and written communication skills.
Self motivated, assertive, perform well in a competitive sales environment and interact with customer and team members in a professional and personable fashion.
Strong presentation, planning, organization, and follow-up skills.
Ability to work Saturdays, and some evenings required.
First National Bank is an equal opportunity and affirmative action employer.
Minorities / Females / Individuals with Disabilities / Protected Veterans
$30k-34k yearly est. Auto-Apply 60d+ ago
Financial Services Representative
Michigan First 4.0
Finance service representative job in Jackson, MI
Location : Address 2777 Airport Rd Location : City Jackson Location : Postal Code 49202 Responsibilities
Branch Hours
Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed.
FinancialServiceRepresentative
We are currently seeking a FinancialServicesRepresentative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store FinancialServiceRepresentative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What You'll Do:
Deliver stellar service to credit union members and potential new members. No slackers here!
Serve as a face for our brand. Happy, confident, positive - that's who we are.
Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!
Qualifications
What We're Looking For:
Outgoing, personable candidates. You must truly love talking to people to work here.
Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience.
You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field.
A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
We need team players! You must be able to assist at any of our in-store locations to meet business needs.
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
Member Services Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
$24k-29k yearly est. Auto-Apply 9d ago
Virtual Banker
Union Bancshares of Benton Inc. 4.1
Finance service representative job in Lake Odessa, MI
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.
$27k-43k yearly est. 6d ago
Relationship Banker
Bank of Ann Arbor 4.0
Finance service representative job in Ann Arbor, MI
Requirements
Three years previous experience as a new accounts representative or other relevant banking position.
Sales orientation. Possesses the ability and desire to anticipate customers' needs to offer and sell the appropriate banking products to customers.
Proficient computer skills, which includes the ability to use a keyboard, ten-key pad and basic capability to access information contained within bank wide systems.
Excellent customer service and communication skills, with the ability to interact with a variety of bank clients.
Associate's degree or equivalent combination of education and experience.
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. 3. The noise level in the work environment is usually moderate.
$27k-33k yearly est. 60d+ ago
Part Time Associate Banker Flint, Saginaw (30 Hours)
JPMC
Finance service representative job in Flint, 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.
$40k-86k yearly est. Auto-Apply 60d+ ago
Financial Services Representative- Part Time
Security Credit Union 3.9
Finance service representative job in Grand Blanc, MI
Part-time Description
Provides quality service to internal and external members' in-person and over the telephone. Performs all duties assigned to the teller and member services areas according to established policies and procedures.
Essential Job Functions
Maintain working knowledge of and aggressively promote credit union products/services at every opportunity, to include completing outbound calls, making referrals that result in new services to new/existing members. Complete Sales Plus logs.
Perform duties necessary to order and maintain department office supplies and supplies in individual work area. Prepare workstation daily and keep workstation organized. Process mail distribution (incoming/outgoing).
Train/mentor other credit union employees as directed. Maintain update of work status to supervisor as required.
Balance daily. Perform operational duties and troubleshoot problems with department equipment. Report errors, abnormalities, and out of balance conditions to supervisor immediately. Correct all out of balance conditions as applicable. Perform office closing procedures.
Maintain functional knowledge of online systems and all software used in the department, including the process to follow if the system goes down.
Prepare reports, file, make photocopies/scans, and scan signature cards as required and assigned. Create new Excel reports and maintain current.
Backup the duties of the head employee, and/or other functions as assigned by management.
Perform all member service related duties, including but not limited to; opening/closing/changing of deposit accounts and regular/IRA certificates; issue, order new, close/renew, change/adjust, report travel requests, process balance transfer on Credit/Debit card accounts; processing of stop payments, copies, corrections, orders, and balancing checking accounts; safe deposit applications and member access; process electronic service requests, process and issue Visa or consumer loans, storage waivers; mortgage/home equity preliminary applications; process share to share or share to loan payment transfers; wire transfers; skip-a-payments; investigate account or card fraud and process any necessary paperwork and all member account related file maintenance requests according to procedures.
Maintain working knowledge of; lending policy, loan approval guidelines, and other related laws and/or regulations; NADA values/resources, MLA and HMDA.
Aggressively promote and sell the CUNA Mutual Lender Development Program to credit union members. Calculate loan term, rate, amount financed, and payment amount with all eligible insurance coverages. Assist members with Credit Life, Disability, Debt Protection, and GAP claims.
Perform duties of membership officer and/or notary as assigned and according to procedures.
Perform duties to; unlock/lock entrance doors; schedule/assume responsibility for member appointments; pull/review consumer credit reports and investigate disputes; process lien terminations; clean loan files; keep loan vault in order; review security title and tracking exception report; handle any CPI follow-up issues; loan verifications; youth program related activities; handle all office deliveries; and department assigned side jobs.
Perform all teller related duties, including but not limited to; balance cash drawer, checks received, TCDs or TCRs, and other miscellaneous items; process member deposits, payments, withdrawals, check cashing, mail requests; , cashier checks, Visa/MasterCard cash advances, money orders, gift cards and other promotional items; scan checks and balance Check 21; open/close check printer and money order machine and instant issue machine; opening/closing of sub-accounts.; member deposit verifications.
Maintain updated brochures in lobby; supply of brochures and ensure they are up-to-date; maintain and verify all required logs are completed; process night drop-box or in-office drop box transactions; and perform all member acknowledgement desk related duties.
Perform other job-related duties as assigned.
The list of essential job functions is not limited. It may be supplemented as necessary from time to time.
Workplace Expectations
Ensure prompt and courteous service is provided to all internal and external members/customers.
Conduct work in a safe and healthful manner.
Maintain thorough knowledge and understanding of credit union policies and procedures that are necessary for performing your job.
Perform as part of a team and assist other employees and other departments as needed.
Place documents that need to be shredded in the proper area for shredding.
Maintain knowledge of and follow the established process for key control, security, and the security of all codes and procedures related to office security. Open and close office by disarming and arming alarms, as established procedures require.
Maintain total working knowledge of department. Complete necessary logs.
Maintain thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference & Guidelines, NACHA, BSA, and OFAC.
Requirements
Standards
Perform all job tasks/functions as assigned and/or directed; according to compliance, policy, procedures and standards; use Service/Sales plus skills at all times; meet all cross-sell and productivity standards as set by management; and read/respond to all communications (voice mail/email/message board) communications in a timely fashion.
Core Competencies
Reasoning: apply rational method of problem solving to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, blueprint, or schedule form.
Math: add, subtract, multiply, and divide all units of measure. Perform the four operations with like common and decimal fractions. Compute ratio, rate, and percent. Draw and interpret bar graphs. Perform arithmetic operations involving all American monetary units.
Language - read a variety of books and magazines. Write reports and essays with proper format, punctuation, spelling, and grammar, using all parts of speech. Speak before an audience with poise, voice control, and confidence, using correct English and well-modulated voice.
Position Specific Competencies
Must have good keyboard skills.
Must have good numerical, clerical, and communication skills.
Must have good customer service skills and cross-selling ability.
Must have the ability to work effectively with management and other staff.
Must have the ability to deal effectively with people, and promote a team environment.
Minimum Qualifications
Education: A high school diploma or equivalent.
Experience: Previous cash handling and customer service experience desired.
Licenses/Certifications: Must attain all required licenses and/or certifications to perform duties of position.
Physical Demands
The physical demands described here 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.
While performing the duties of this job, the employee is regularly required to sit, use hands, fingers, talk, or hear. The employee is frequently required to sit, stand, and reach with hands and arms. The employee may occasionally lift up to 20 lbs. and/or exert force to move up to 50 lbs.
Salary Description $18.28 to Start
$25k-32k yearly est. 19d ago
Relationship Banker
Bank of Ann Arbor 4.0
Finance service representative job in Ann Arbor, MI
Full Time | Onsite Responsible for building long-term relationships with new and existing clients in-person and by phone. Work to understand client's financial needs and consultatively address by making appropriate product recommendations or referring the client to an internal financial partner. Manage relationships within the branch and deliver superior quality service in-person or by phone such that client needs are met on a consistent, positive basis. Support all daily operations of the branch, including timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Responsibilities:
* Develops a full customer banking relationship by consulting with new and existing bank customers to review and expand their banking relationship using all applicable bank products and services; serves as a primary contact for customers for all of their banking needs.
* Provides superior customer service by welcoming clients in a warm, friendly manner, and assisting them with their specific banking products and service's needs.
* Opens and processes new demand and time deposit accounts which include: personal and business checking accounts, passbook savings accounts, IRA's, Certificates of Deposit and money market accounts.
* Accepts loan applications for bank line of credit products, including checking account overdraft protection, unsecured lines of credit, and installment loans.
* Obtains appropriate identification from customers to ensure accounts are properly opened according to bank security procedures, prepares signature cards, and inputs information into bank system.
* Orders checks using online system and issues ATM and VISA check cards according to procedure.
* Will be responsible for processing their own customer transactions (deposits, check cashing, etc.) and may serve as a back up to the teller staff; adheres to all transaction processing requirements and policies when serving in this capacity.
* Assumes additional responsibilities as required.
Requirements
* Three years previous experience as a new accounts representative or other relevant banking position.
* Sales orientation. Possesses the ability and desire to anticipate customers' needs to offer and sell the appropriate banking products to customers.
* Proficient computer skills, which includes the ability to use a keyboard, ten-key pad and basic capability to access information contained within bank wide systems.
* Excellent customer service and communication skills, with the ability to interact with a variety of bank clients.
* Associate's degree or equivalent combination of education and experience.
The Perks
* Full benefits including medical, dental, and vision
* PTO
* 401(k) and employer match
* Paid maternity/paternity leave
* Tuition reimbursement
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. 3. The noise level in the work environment is usually moderate.
$27k-33k yearly est. 60d+ ago
Part Time (30 Hours) Associate Banker East Highland, Highland, MI
JPMC
Finance service representative job in Highland, MI
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$40k-86k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Bank of Ann Arbor 4.0
Finance service representative job in Ann Arbor, MI
Job DescriptionDescription:
Full Time | Onsite
Responsible for building long-term relationships with new and existing clients in-person and by phone. Work to understand client's financial needs and consultatively address by making appropriate product recommendations or referring the client to an internal financial partner. Manage relationships within the branch and deliver superior quality service in-person or by phone such that client needs are met on a consistent, positive basis. Support all daily operations of the branch, including timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Responsibilities:
Develops a full customer banking relationship by consulting with new and existing bank customers to review and expand their banking relationship using all applicable bank products and services; serves as a primary contact for customers for all of their banking needs.
Provides superior customer service by welcoming clients in a warm, friendly manner, and assisting them with their specific banking products and service's needs.
Opens and processes new demand and time deposit accounts which include: personal and business checking accounts, passbook savings accounts, IRA's, Certificates of Deposit and money market accounts.
Accepts loan applications for bank line of credit products, including checking account overdraft protection, unsecured lines of credit, and installment loans.
Obtains appropriate identification from customers to ensure accounts are properly opened according to bank security procedures, prepares signature cards, and inputs information into bank system.
Orders checks using online system and issues ATM and VISA check cards according to procedure.
Will be responsible for processing their own customer transactions (deposits, check cashing, etc.) and may serve as a back up to the teller staff; adheres to all transaction processing requirements and policies when serving in this capacity.
Assumes additional responsibilities as required.
Requirements:
Three years previous experience as a new accounts representative or other relevant banking position.
Sales orientation. Possesses the ability and desire to anticipate customers' needs to offer and sell the appropriate banking products to customers.
Proficient computer skills, which includes the ability to use a keyboard, ten-key pad and basic capability to access information contained within bank wide systems.
Excellent customer service and communication skills, with the ability to interact with a variety of bank clients.
Associate's degree or equivalent combination of education and experience.
The Perks
Full benefits including medical, dental, and vision
PTO
401(k) and employer match
Paid maternity/paternity leave
Tuition reimbursement
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. 3. The noise level in the work environment is usually moderate.
$27k-33k yearly est. 7d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Okemos, MI?
The average finance service representative in Okemos, MI earns between $20,000 and $55,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Okemos, MI
$34,000
What are the biggest employers of Finance Service Representatives in Okemos, MI?
The biggest employers of Finance Service Representatives in Okemos, MI are: