Finance service representative jobs in Shelby, MI - 2,116 jobs
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Customer Service Representative
Jomar Valve
Finance service representative job in Warren, MI
*ONLY CANDIDATES RESIDING IN THE METRO-DETROIT AREA WILL BE CONSIDERED FOR ROLE**
Jomar Valve, a manufacturer and distributor of innovative plumbing, industrial and HVAC components, is seeking a Customer ServiceRepresentative to support all of its divisions. The successful candidate would possess education and/or working knowledge of plumbing and HVAC systems.
Responsibilities:
Ability to work in fast-paced environment dealing with a heavy workload via phone and email with customers, sales reps, and end users
Log all calls effectively and efficiently and follow up with customer inquiries to ensure ongoing customer satisfaction
Manage time effectively, meet performance goals, and work cooperatively with other members of the team
Accurately process customer transactions such as orders, quotes, etc.
Determine customer needs and expectations in order to recommend specific products and solutions
Provide accurate information regarding availability of in-stock items
Outbound sales calls to maintain ongoing customer relations and obtain new customer sales
Follow company policies and procedures
Present a professional image at all times to customers and during scheduled shift
Perform other duties as and when required
Job Requirements:
Bachelor's Degree in job related field preferred
A minimum of 1-3 years experience in Customer Service and Sales
Technical sales a plus
Attention to detail and accuracy
Outstanding interpersonal skills
Good organizational skills
Team Player
Customer focused
Computer efficient
Jomar Valve is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Thank you for your interest, but we are not working with external recruiters or agencies for this role. Please refrain from reaching out regarding this position.
$27k-36k yearly est. 3d ago
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Customer Service Representative
Central Transport 4.7
Finance service representative job in Warren, MI
Earn up to $22.00 per hour! PLUS $1.00 shift premium after 6pm!!
We want to train you to become a Successful Customer Service Specialist!
Central Transport, LLC, a leader in LTL (less-than-truckload) transportation for more than 90 years is currently looking to help you grow professionally by becoming a Customer Service Specialist for our Corporate Office in Warren, MI. While this client relations role is a critical position to maintain customer perception within our organization, it is also a great “first office job” to help you get started in your career or continue to grow the skills you already have. Our representatives are provided with in depth training which will develop your professional office skills.
This a tremendous opportunity for college students able to work full time, recent graduates and those ready to get back into the professional workforce!
Skills and duties you will learn and develop:
· You are going to learn how to address customer inquiries via phone and email including tracking/tracing, scheduling pick up requests, process instruction, and rate quotes
· We will teach you how to research issues using available resources.
· You will become proficient in maintaining detailed records and documentation for each customer interaction
· You will become an effective communicator with internal parties as necessary regarding the needs of specific shipments
· You will learn how to handle a variety of scenarios with the ability to think decisively
What you will bring to the table:
· Must be 16 years of age
· Excellent attendance and the ability to work Monday through Friday
· Superior communication skills
· Strong attention to detail and sense of urgency
· Ability to maintain a professional demeanor
· Experience with Microsoft office (Outlook), and willingness to learn company specific systems
· Ability for detailed note taking
· Upbeat personality/positive outlook
What's in it for you?
· Full-Time shifts are available between 9am and 9:00pm (Monday-Friday, no weekends! Willing to work around school!)
· Ability to promote and grow within the organization!
· Paying up to $20.00 per hour after full training
· 401(k)
· Shift Premium after 6:00 pm
· For Full-time employees:
· Health, dental, vision, and life insurance
· Paid Time off
Job Type: Full-time
Pay: From $18.00 per hour
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
On-the-job training
Paid time off
Vision insurance
Shift:
8 hour shift
Day shift
Evening shift
Morning shift
No nights
Split shift
Work Location: In person
$18-22 hourly 2d ago
Route Service Representative (4-Day Workweek)
Cintas Corporation 4.4
Finance service representative job in Macomb, MI
Cintas is seeking a Route ServiceRepresentative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, i Representative, Service, Manufacturing, Retail
$29k-33k yearly est. 2d ago
Customer Service Representative - State Farm Agent Team Member
Anita Murray-State Farm Agent
Finance service representative job in Livonia, MI
About Our Agency: Established in 2003, our agency has built a reputation for excellent customer service and a welcoming, family-oriented culture. With a current team of five and plans to expand, we're a laid-back yet competitive group that loves to celebrate wins and support each other.
We're actively involved in our community, sponsoring events like the Westland Blues, Brews & BBQ and the American Craft Beer & Wine Festival, and we proudly participate in State Farm's Good Neighbor Crew initiatives throughout Metro Detroit. Team fun is part of the package too-with quarterly outings to spots like Escape the Room and Top Golf, plus an annual holiday dinner and gift exchange.
We offer a competitive base salary with unlimited commission, quarterly performance bonuses, and a team-based annual bonus when we hit our goals. With mentorship, team-selling opportunities, and ongoing training, this is a great place for someone driven to grow their career. If you're motivated, eager to learn, and love being part of a supportive, fun team, we'd love to hear from you.
Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financialservice products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$27k-36k yearly est. 6d ago
Customer Service Representative - State Farm Agent Team Member
Carla McCormick-State Farm Agent
Finance service representative job in Livonia, MI
Benefits:
Life Insurance
Disability Insurance
401(k) matching
Bonus based on performance
Company parties
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
As a proud State Farm agent of 12 years, I'm deeply rooted in the city of Livonia-this is my home, my community, and my stomping ground. My agency is built on a passion for giving back and being actively involved. From volunteering with Habitat for Humanity to supporting the American Heart Association and participating in the Breast Cancer Walk, we believe in showing up for our neighbors. One of our favorite events each year is Trunk or Treat-a fun, safe place for kids and families to come together.
We offer a collaborative, energetic work environment where community connection and personal growth go hand in hand. Our benefits include life and disability insurance, a 401k match, and unlimited earning potential through commission. We're looking for coachable, adaptable team members who want to grow with us and make a real impact. If you're community-minded, driven, and ready to be part of something meaningful, we'd love to hear from you.
ROLE DESCRIPTION:
As a Customer ServiceRepresentative - State Farm Agent Team Member with Carla Mccormick - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
$27k-36k yearly est. 6d ago
Customer Service Representative - State Farm Agent Team Member
Bobby Branch-State Farm Agent
Finance service representative job in Livonia, MI
Benefits:
Bonus based on performance
Opportunity for advancement
Paid time off
Training & development
Crosby & Branch State Farm Agency Job Description Now Hiring: Insurance Account Managers Crosby & Branch State Farm Insurance is looking to train the next high quality team member for our expanding team. An Account Manager will work with customers to provide solutions for their auto, home, and life insurance needs. This is a great opportunity to start a career with a Fortune 50 insurance provider in State Farm.
We are seeking individuals committed to teamwork, providing remarkable customer service, demonstrating a willingness to learn, and a daily commitment to success! Account Managers may be promoted to Agency owners after 18 months.
Requirements
Sales
Telemarketing (outbound phone calls)
Customer Service
Meeting Minimum expectations
Customer relationship management and retention
State Insurance License Requirement
Account associates will be required to pass a Michigan Property and Casualty Exam as well as, a Life and Health Exam. An account associate will not be paid to study for the exam. Studying is done online at home. Cost for the state exam and study materials are the responsibility of the employee. We will Reimburse any employee who passes the insurance exam within 3 attempts.
Training
· Account associates will complete paid training.
Base Compensation
$30,000 - $35,000
First year Account Associates earn between $50,000 and $70,000 with commissions and bonus
Benefits:
Advancement to potentially become a State Farm Agent
Paid time off
Access to support network of other sales professionals
Health Insurance
Commission Structure
Commissions paid out on a per policy bases to all licensed employees.
Bonus
Monthly and year end bonuses available
Hours
· 9am- 5pm M-F
$30k-35k yearly 6d ago
Customer Service Representative
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. 2d ago
Customer Service Representative
CCF Holdings LLC 4.4
Finance service representative job in Roseville, MI
Your Opportunity
Customer ServiceRepresentative
CheckSmart
Roseville, MI
As a Customer ServiceRepresentative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on!
What We Offer
Compensation
The hourly wage for the position is $14.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational Reimbursement Program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What You'll Do - Essential Duties and Responsibilities
Connect with customers to cultivate lasting relationships that drive repeat business.
Review, validate, and process customer transactions with accuracy.
Maximize customer success by offering personalized financialservices that fit their lifestyle.
Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system.
Build new business by completing daily call campaigns.
Assist in customer account management and collections by accepting payments and managing customer appointments.
Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events.
Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed.
Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations.
Engage in ongoing training and stay current on product and process changes.
Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.
Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
What We're Looking For - Qualifications and Skills
A high school diploma or equivalent.
Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues.
Meticulous attention to detail and ability to accurately enter data.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Experience in check cashing, document verification, and/or money order processing.
Prior cash handling, cash drawer/vault management experience.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Workplace Awards & Recognition
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in FinancialServices 2025 by Newsweek.
Our Purpose
The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financialservices they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$14 hourly 6d ago
Client Services Representative
Eteam 4.6
Finance service representative job in Southfield, MI
Job Title: Client ServicesRepresentative
Another Job Location:- Memphis, TN
Job Duration: 6 months contract Duties: Local candidates only to Southfield, MI. Hybrid role onsite 3 days per week and WFH 2 days per week. Wednesdays and either Monday or Friday are mandatory, the third day may be chosen by the new hire.
Strictly temporary for now but opportunity for extension or conversion may occur (not guaranteed)
Laptop provided
Work Schedule 9 AM ET- 6 PM ET with 1 hour lunch (must be in their seat logged in at 9 AM) Attendance Policy- No more than 2 tardies and/or unexcused absences within a 30 day period.
The Client ServicesRepresentative (not to be confused with Client Service Associates) will be responsible for supporting the Client Services team located at the Southfield, MI office. The Client Services department is considered the 'main point of contact' for (internal and external) clients who have questions or general inquiries that need resolution. The client base consists branch associates, Financial Advisors, or the clients of Financial Advisors. In addition, this particular team manages client access websites, where clients can access their accounts, online trade, etc.
These 4 Client Service Reps will be responsible for handling basic customer inquiries, such as: a client forgot their username or password, client needs to update their home address or phone number, etc.
The typical call volume per Client Service Rep is roughly 50-60 calls per day. However, call volume will increase during tax season and the associates may receive up to 80 calls per day.
Training will last 1-2 weeks. The CSR's will practice doing mock calls with other associates. The Client Services team does not read off scripts while on the phone. Instead, they will have access to a SharePoint site which houses 'go-to' guides on how to handle various customer scenarios. Performance Monitoring Management will randomly listen in on calls in order to evaluate performance. They will primarily be measuring call quality, compliance (ensuring all of the necessary steps were taken i.e. verifying the caller's identify before proceeding, etc.), documentation / accuracy, call time, etc. Manager stated that their department focuses more on quality rather than quantity.
Job Duties:Responsible for answering inbound calls from clients, while providing exceptional customer service
Resolve general inquiries such as username / password resets, address changes, phone number changes, etc.
Document call activity using Clients' proprietary system (they will be expected to document while on the phone with the customer)
Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services
Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices
Coordinates problem resolution with appropriate departments
Informs customers of standard procedures or resolution of problem
Follows up, either verbally or in writing, to ensure customer satisfaction
Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies
Skills:Must possess 2-3 years of recent customer service experience, ideally from a call center.
Must have the ability to type and be on the phone at the same time.
Ability to navigate through numerous systems at once
Experience using dual monitors
Proficient user with Microsoft Word, Outlook, and basic Excel
Ability to type at least 40 WPM
Exceptional customer service skills; easy to understand
Excellent verbal and written communication skills; ability to use proper grammar and spelling
Experience within the banking or financialservices industry is preferred but not required
Education: Minimum of a High School Diploma or equivalent
$32k-40k yearly est. 1d ago
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. 3d ago
Relationship Banker
Comerica 4.9
Finance service representative job in Grosse Pointe, MI
What we can offer you:
Career Growth -- promotional opportunities
Incentive program based on performance
Paid Time Off (PTO)
Paid Holidays for Full Time/Part Time Employees
Health, Dental, Vision, 401k match and Life Insurance
Employee Assistance Program
Tuition Assistance Program (Full Time)
Financial Coaching and Benefit Guidance
Floating Cultural Holiday
Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
Retirement Plan
The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas.
This position will support Banking Centers within the District. May require working occasional Saturdays.
Position Responsibilities:
Marketing Activities:
Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
Complete assigned daily planning activities.
Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
Act as a digital ambassador to transition customers to digital solutions.
Initiate quality financial wellness conversations to add value to customers relationships.
Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
Assist in community awareness events to increase bank outreach and foster new business relationships.
Effective utilization of converge for customer relationship management.
Operational Risk:
Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.
Ensure compliance and completion of necessary compliance related training.
Impact the operational and risk activities and related results for the RB role within the Banking Center.
Adhere to all Banking Center Risk Assessment and Compliance Standards.
Control and mitigate losses by following policies and procedures.
Customer Experience Management:
Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.
Lead and oversee banking center activities in the absence of Banking Manager.
Consistently assess needs and add value to customers and prospects.
Educate and fulfill customer requests, routine and complex.
Resolve customer complaints.
Maintain and add value to deepen existing relationships.
Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
Must successfully complete Comerica Platform Training Program.
Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
Perform routine Teller transactions as needed.
Maintain customer confidence and protects bank operations by keeping information confidential.
Partnership:
* Consistently impact the efforts that improve Banking Center Collaboration.
* Identify opportunities to add value to customers by introducing them to partners.
Position Qualifications:
Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience
1 Year of Customer Service experience
1 Year of Consumer Sales experience
1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint
Work Best Category: Category A - 100% in the office
Hours: Monday-Friday 8:30am-5:30pm; Occasional Saturdays 8:30am-12:30pm
Salary: To Be Determined Based on Individual Experience
About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financialservices company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
$27k-33k yearly est. 4d ago
Trader
Signal Advisors
Finance service representative job in Detroit, MI
THE JOB
Signal Advisors is seeking a highly skilled and experienced Trader to join our dynamic team. This critical role is responsible for the sophisticated management and execution of investment portfolios, ensuring optimal trade execution, and robust risk management. The Trader will also play a pivotal role in expanding our client base through strategic onboarding, delivering exceptional client service, and providing essential support to the Head of Trading.
WHAT YOU'LL GET TO DO
Execute complex trades across various asset classes, ensuring precision and accuracy, efficiency, and best execution quality in a high-volume environment.
Invest and manage on an on-going basis client accounts into advanced investment strategies across multiple custodial platforms.
Proactively identify and mitigate trading risks, meticulously monitoring trade settlement, and resolving any trade discrepancies or errors with urgency.
Ensure strict adherence to all regulatory requirements and firm policies, contributing to the development and implementation of best practices in compliance.
Collaborate extensively with the trading team, taking initiative in standardizing trading procedures, optimizing workflows, and ensuring comprehensive trading coverage.
Provide an unparalleled level of service for Advisors and their offices, acting as a primary point of contact for inquiries related to trades, cashiering, and portfolio performance, while proactively addressing any potential concerns.
Contribute to the continuous improvement of trading operations, including the evaluation and integration of new technologies and methodologies.
WHAT WE'RE LOOKING FOR IN TEAM MEMBERS
💪Executor You thrive in a fast-paced environment, capable of translating strategic vision into tangible results. You possess a strong bias for action, independently driving initiatives forward from conception to completion, and are adept at navigating complex details to achieve team objectives.
🔄 Accountable As a vital member of a lean, high-performing team, you demonstrate exceptional ownership and initiative. You are proactive in identifying and tackling challenges, seeing projects through to successful completion. You actively seek and provide constructive feedback, fostering a culture of continuous improvement and shared responsibility.
💁 Client-Centric You are dedicated to delivering an exceptional client (Advisor) experience, anticipating needs and proactively offering solutions. You approach every interaction with empathy and professionalism, ensuring clarity and ease for clients, and consistently seeking opportunities to exceed expectations.
🤝 Collaborative Partner You excel at building strong relationships across diverse teams and functions. You actively seek opportunities for cross-functional collaboration, valuing diverse perspectives and leveraging collective strengths to achieve superior outcomes.
WHAT YOU HAVE
5+ years of trading experience at a TAMP (Turnkey Asset Management Program) or RIA (Registered Investment Advisor) in the wealth management industry, demonstrating a strong track record of success.
Series 65 / 66 or other industry designations are strongly preferred, or ability to obtain within 90 days of hire.
Strong working knowledge of major custodians like Charles Schwab and Fidelity.
Extensive trading experience across a broad range of asset classes, including equities, ETFs, mutual funds, fixed-income, and structured notes.
Proven expertise trading sleeves (UMAs) in a Trade Order Management system to implement complex investment strategies.
Demonstrated ability to quickly learn and adapt to new technologies, with a passion for process improvement and efficiency gains.
Experience trading within Orion's Eclipse is strongly preferred.
Comprehensive understanding of compliance and risk management principles within a trading context.
WHAT WE VALUE @ SIGNAL
These are the values that drive how we operate and make decisions.
🌔
We're obsessed with finding a better way
. Never settle for less.
🪄
We amaze every client, every time
. A great company is built one client at a time.
🏃
We act with a sense of urgency
. We use our best judgment to act urgently on the right things at the right time.
👀
We raise our level of awareness
.
Everything starts with awareness. We're curious and alert to what is happening around us.
🏈
We find inches everywhere around us
. There are thousands of opportunities to make an impact. We take those opportunities and act.
🧭
We do the right thing
. Sticking to the highest standard of integrity is not optional.
💪
We have strong opinions, loosely held
. It's not about WHO is right, it's about WHAT is right.
❓
Simplicity is Genius.
Simplicity doesn't just clarify; it makes things better for everyone. It's that simple.
🙏
Ideas are valued, execution is worshiped.
Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.
🪞
We are the "they".
There is no "they".
We
are empowered to fix things, to be proactive, to find a solution.
COMPENSATION & BENEFITS
The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.
In addition to salary, our team members benefits include:
Medical, vision, and dental coverage
FSA or HSA-eligible health plans
3% 401k company contribution with no vesting period
Paid parental leave for all parents
Learning & Development stipend
Wellness Programs
Flexible vacation policy
Dedicated sick days
10 company-wide holidays
$500 for your home office setup
Flexible, hybrid working environment
Annual all-company retreat
Competitive equity package based on on role and level
Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap - you might just be the perfect person for one of our open roles, even if you don't fully match every requirement on the job description.
$71k-120k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Joan Warner
Finance service representative job in Farmington, MI
Responsive recruiter Benefits:
Flexible schedule
Opportunity for advancement
Training & development
About Us Our office is a dynamic, fast-paced environment where no two days are the same. Phones are constantly ringing, clients are stopping by, and our team thrives on collaboration and energy. With over 33 years of combined experience, our close-knit team of 7 in-office professionals (plus 1 part-time remote team member) works together to deliver exceptional results.
Why Join Us?
We are looking for individuals who thrive in a busy, collaborative environment and enjoy being part of a team that supports one another and celebrates success.
Position Overview: Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financialservice products, offering you the chance to become an integral part of a trusted brand.
Responsibilities:
Forge enduring customer relationships and proactively follow up to ensure continued satisfaction.
Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions.
Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs.
As an Agent Team Member, you will receive...
401K
Hourly pay plus commission/bonus
Health benefit stipend ($350/month)
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
$1000 signing bonus
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $35,000.00 - $75,000.00 per year
Ready to Launch Your Career?
If you want to work in an environment that is fun, challenging, and rewarding, then Joan Warner - State Farm Agent may be the right fit for you!
About Our Agency
We help customers with their insurance and financialservices needs, including Auto Insurance, Home Insurance, Life Insurance, and Retirement Planning.
Our office is located in Farmington, MI.
Our agency has received awards including: Ambassador Travel, Legion of Honor, and Golden Triangle
We look forward to speaking with you!
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.
$35k-75k yearly Auto-Apply 60d+ ago
Part Time Associate Banker Detroit Metro West (30 Hours)
JPMC
Finance service representative job in Troy, MI
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$41k-87k yearly est. Auto-Apply 60d+ ago
Associate Banker
Lit Financial
Finance service representative job in Troy, MI
Job DescriptionThe Associate Mortgage Banker is responsible for conducting outbound calls, engaging with prospective clients, and generating qualified opportunities for the Mortgage Banking team. This role focuses on initiating conversations, building rapport, and identifying client needs so they can be transitioned to a licensed Loan Officer for consultation. This is an entry pathway into mortgage banking with a growth track to becoming a licensed Loan Officer.
Key Responsibilities:
Conduct a high volume of outbound dials to new leads, returned inquiries, past clients, and referral sources.
Engage prospective borrowers to understand their goals, gather preliminary information, and assess level of interest.
Warm up and nurture leads through consistent follow-up, clear communication, and relationship building.
Document and track all call notes, client interactions, and lead movement in the CRM and lead management systems.
Maintain a positive, professional, and customer-focused tone throughout conversations.
Collaborate with the Mortgage Banker team on lead strategy, pipeline priorities, and outreach campaigns.
Qualify the client and send their account information to Loan Officers to process their application
Effectively communicate the benefits of our mortgage and products and services
Work collaboratively with Loan Officers to ensure a smooth handoff of qualified leads
Meet or exceed daily and weekly call quotas and performance metrics
Qualifications
Strong communication and conversational skills - confident, friendly, and patient on the phone.
Comfortable with high call volume and repetitive outreach activities.
Motivated by goals, performance metrics, and results.
Ability to stay organized and consistent with follow-up.
A positive attitude, coachability, and willingness to improve and grow.
Experience in call center sales, customer outreach, cold calling, or inside sales. (preferred)
Interest in developing a long-term career in mortgage or financialservices.
What We Offer:
Competitive salary plus performance bonuses
Health, dental, and vision insurance
401(k)
Paid time off and holidays
Supportive and collaborative team environment
Opportunities for career advancement
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$41k-87k yearly est. 16d ago
Financial Representative Entry Level
Wiegert District-Northwestern Mutual
Finance service representative job in Troy, 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-62k yearly est. 12d ago
Financial Services Representative State Farm Agent Team Member
Joan Warner-State Farm Agent
Finance service representative job in Farmington, MI
Job DescriptionBenefits:
Flexible schedule
Opportunity for advancement
Training & development
About Us Our office is a dynamic, fast-paced environment where no two days are the same. Phones are constantly ringing, clients are stopping by, and our team thrives on collaboration and energy. With over 33 years of combined experience, our close-knit team of 7 in-office professionals (plus 1 part-time remote team member) works together to deliver exceptional results.
Why Join Us?
We are looking for individuals who thrive in a busy, collaborative environment and enjoy being part of a team that supports one another and celebrates success.
Position Overview:
Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financialservice products, offering you the chance to become an integral part of a trusted brand.
Responsibilities:
Forge enduring customer relationships and proactively follow up to ensure continued satisfaction.
Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions.
Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs.
As an Agent Team Member, you will receive...
401K
Hourly pay plus commission/bonus
Health benefit stipend ($350/month)
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
$1000 signing bonus
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$26k-45k yearly est. 9d ago
Financial Representative State Farm Agent Team Member
Julie Tourangeau-State Farm Agent
Finance service representative job in Rochester, MI
Job DescriptionBenefits:
Bonus based on performance
Company parties
Health insurance
Paid time off
Profit sharing
Training & development
ROLE DESCRIPTION: As a sales team member with Julie Tourangeau 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 preferred.
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
$31k-62k yearly est. 23d ago
Financial Services Representative State Farm Agent Team Member
Beth Shutko-State Farm Agent
Finance service representative job in New Haven, MI
Job DescriptionABOUT THE AGENCY: With two thriving locations in Lenox and Clinton Township, our agency is dedicated to providing exceptional service and personalized financial solutions. Led by a Walsh College Business Management graduate with over 26 years of experience in the FinancialServices Industry, were a trusted name in the community and a top-performing agency within our company.
Our team of 13 professionals enjoys a collaborative and supportive work environment, with benefits like health insurance, retirement plans, PTO, and a competitive compensation package. We take pride in our community involvement by participating in local events and sponsoring organizations to give back to those we serve.
Joining our team means becoming part of a dynamic, goal-oriented agency that values both professional growth and community impact.
ROLE DESCRIPTION:
As a FinancialServicesRepresentative State Farm Agent Team Member with Beth Shutko - 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.
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:
401K
Salary plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
$26k-45k yearly est. 6d ago
Part Time Associate Banker Detroit Metro West (30 Hours)
Jpmorgan Chase & Co 4.8
Finance service representative job in Troy, MI
JobID: 210628903 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
$19k-40k yearly est. Auto-Apply 35d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Shelby, MI?
The average finance service representative in Shelby, MI earns between $20,000 and $57,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Shelby, MI
$34,000
What are the biggest employers of Finance Service Representatives in Shelby, MI?
The biggest employers of Finance Service Representatives in Shelby, MI are: