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Finance service representative jobs in Taylor, MI

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  • Customer Service Representative (Travel Enthusiast) - On-Site

    Concentrix 4.2company rating

    Finance service representative job in Farmington, MI

    A NEW CAREER POWERED BY YOU Are you looking for a career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join a company that earns “World's Best Workplaces,” “Happiest Employees,” and “Best Companies for Career Growth” awards every year? Then an Inside Sales Representative position at Concentrix is just the right place for you! As an Inside Sales Representative, you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as “game-changers.” Together, we help the world's best-known brands power a world that works through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented people to join our purpose, people as passionate about providing outstanding customer experiences as we are. CAREER GROWTH AND PERSONAL DEVELOPMENT This is a great opportunity to reimagine an all-new career journey and develop “friends for life” at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned. WHAT YOU WILL DO IN THIS ROLE As an Inside Sales Representative you will: Interface with customers via inbound calls who have been prompted by sales materials. Maintain a broad knowledge of client products and/or services. Achieve specific support and resolution on every call. Use script and/or probing techniques to determine customer needs and offer. the most appropriate advice or service for particular situations. Maintain broad knowledge of client products and/or services. YOUR QUALIFICATIONS Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Inside Sales Representative role include: A High School Diploma and/or GED Minimum 6 months of Sales experience preferred Live within 40-mile radius of our Lake Mary, FL site Strong PC knowledge and computer navigation skills The ability to work rotational shifts as needed WHAT'S IN IT FOR YOU One of our company's Culture Beliefs says, “We champion our people.” That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. In this role, you'll also be provided with: The base salary range for this position is $17- $21.25/hr., (pay rate will not be below the applicable minimum wage), plus incentives that align with individual and company performance. Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days. We accept applications for this position on an ongoing basis. DailyPay enrollment option to access pay "early," when you want it Company networking opportunities with organized groups in the following topics: Network of Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), Dynamic ((Neurodiversity), Women in Tech, OneEarth Champions, and more Health and wellness programs with trained partners to help promote a healthy you Mentorship programs that support your rewarding career journey A modern, state-of-the-art office setting with advanced technologies and a great team Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support Celebrations for Concentrix Day, Game-Changer Appreciation Day, Customer Service Week, World Clean Up Day, #MyOneEarthPromise, and more REIMAGINE THE BEST VERSION OF YOU! If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their “employer of choice.” Physical & Mental Requirements: While performing the duties of this job, the employee is regularly required to operate a computer, keyboard, telephone, headset, and other office equipment. Work is generally sedentary in nature. If you are a California resident, by submitting your information, you acknowledge that you have read and have access to the Job Applicant Privacy Notice for California Residents Eligibility to Work: In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence. Where Job May be Performed: Currently, this position may be performed only in the states listed here. Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law. For more information regarding your EEO rights as an applicant, please visit the following websites: •English •Spanish To request a reasonable accommodation please click here. If you wish to review the Affirmative Action Plan, please click here.
    $17-21.3 hourly 4d ago
  • Customer Service Representative

    Central Transport 4.7company rating

    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 3d ago
  • Finance AI Specialist

    Mercor

    Finance service representative job in Taylor, MI

    Mercor is partnering with a leading AI research group to develop finance-specific knowledge systems for advanced AI agents. We are seeking finance experts with strong AI prompting capabilities to create structured guides that transform general-purpose AI into domain-specialized financial tools. This is a project-based opportunity ideal for professionals with both deep finance expertise and practical experience using AI for workflow enhancement. If you are not skilled at working with AI models, this project will not be a good fit. We are only looking for experts from the US, Canada, England, Australia, and New Zealand. **2\. Key Responsibilities** - Translate complex finance concepts into AI-readable formats - Prompt, test, and refine AI agents for improved domain-specific performance - Create reusable instructions, templates, and best practices for AI agents - Potential to collaborate asynchronously with AI researchers on validation and design **3\. Ideal Qualifications** - 2+ years of experience in finance, investment banking, private equity, or hedge fund experience preferred - Strong practical understanding of financial modeling, transactions, or research workflows - Demonstrated expertise using and prompting AI tools (e.g., GPT, Claude, etc.) - Ability to write clear, structured content for both human and AI consumption - Self-directed, highly organized, and able to work independently **4\. More About the Opportunity** - Remote and asynchronous - set your own hours - Expected time commitment: minimum 10 hours/week - Project-based engagement over the next couple weeks, with significant opportunity for expansion or movement to other projects with high performance if requested - Opportunity to shape how AI systems learn and reason in the finance domain **5\. Compensation & Contract Terms** - $100-150/hour (most experts will start at the lower range, but will quickly have the opportunity to make up to $150/hr with high performance) - Independent contractor classification - Weekly payments via Stripe Connect **6\. Application Process** - We're looking to get started as soon as possible so we'll be following up with the top applicants as quickly as we can! **7\. About Mercor** - Mercor is a talent marketplace that connects top experts with leading AI labs and research organizations - Our investors include Benchmark, General Catalyst, Adam D'Angelo, Larry Summers, and Jack Dorsey - Thousands of professionals across domains like law, creatives, engineering, and research have joined Mercor to work on frontier projects shaping the next era of AI
    $48k-84k yearly est. 36d ago
  • Customer Service Representative - Erie Home

    Erie Home 4.3company rating

    Finance service representative job in Toledo, OH

    Established in 1976 and headquartered in Toledo, Ohio, Erie Home is a national leader in home improvement, consistently ranking among the Top 10 in Qualified Remodeler's Top 500 for 2025. With over 100 locations and over $600M in annual revenue, we are rapidly expanding into new markets, backed by decades of industry expertise and the support of Gridiron Capital. At Erie Home, we transform houses into homes with industry-leading residential roofing and basement waterproofing solutions, protecting homeowners' most valuable investments. Join a company where growth, connection, and leadership drive continued success. About the Role The Service Admin handles customer inbound and outbound calls, primarily with customers post-sale, but also answers general company questions for internal and external customers. This role schedules customer service calls and other customer service activities as needed. This position is required to review completed service tickets from the field for quality assurance. Key Responsibilities: Provide excellent customer service during all inbound/outbound phone calls while maintaining effective relationships with peers, multiple internal/external customers and senior leaders. Review contract with customer post-sale to ensure accuracy and completeness. Schedule installation with the customer and assign the job to an installation contractor. Schedule service customers with local technicians, as needed. Review completed service tickets for quality assurance in region. Act as a liaison and corporate contact for Leaf Home installation and service teams at the local office in assigned region. Be flexible in performing any task deemed necessary to support department and/or company-wide initiatives. May process change orders. Benefits: Competitive Compensation Full Insurance Package: medical, dental, vision, life, disability, supplemental, and more FSA/HSA Options 401(k) with company match Paid Personal Time Off & Holiday Pay Growth Opportunities in a Fast-Paced Environment Requirements: • 3 years of experience in customer communication. • Ability to handle and overcome customer objections. • Proficient in computer use and data entry. Disclaimer This is not meant to be an all-inclusive list of duties, functions, and/or responsibilities of this position. Other related functions and responsibilities may be assigned as required to complete assignments or initiatives. Erie Home reserves the right to change, add, delete, or modify job functions as necessary based on business necessity. The company or employee has the right to terminate employment at any time for any reason; employment is at will, to the extent of federal, state, or local law. This job description does not promise or guarantee continued employment with Erie Home. Diversity and Inclusion Statement Erie Home is committed to creating a diverse environment and is proud to be an equal opportunity employer. We strive to create an environment that embraces differences and fosters inclusion. Equal Opportunity Statement Erie Home will recruit, hire, train, and promote persons in all job titles without regard to race, color, ancestry, national origin, gender identity or expression, sexual orientation, marital status, religion, age, results of genetic testing, veteran status, or physical/mental disability (except where the disability prevents the individual from being able to perform the essential functions of the job and cannot be reasonably accommodated in full compliance with the law). Americans with Disabilities Act Statement and Contact Erie Home is committed to honoring the spirit and requirements of the Americans with Disabilities Act. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to ...@leafhome.com.
    $27k-31k yearly est. 1d ago
  • LHWS Sales Rep

    Leaf Home 4.4company rating

    Finance service representative job in Wixom, MI

    Are you looking for a company with unlimited compensation opportunity, weekly pay, and advancement to management roles? Leaf Home Water Solutions, a division of Leaf Home is looking to grow our team of Outside Sales Representatives TODAY! Why Work with Leaf Home Water Solutions? Working with Leaf Home Water Solutions is more than just another job - it is an opportunity to earn a sizable and consistent income, the freedom to grow your career on your terms, and a chance to put down roots in your community. We will supply you with pre-qualified leads and the necessary tools for success so you can set out and start earning!! While you're helping homeowners by providing clean, healthy and sustainable water for their families and increasing the performance of their plumbing and water-oriented appliances, you'll be backed by the support of Leaf Home and LeafFilter, the largest gutter protection company in North America. Demonstrate a product that sells itself with pre-set appointments that are provided to you! Our highly successful, multi-channel lead generation platform provides high-converting, and quality pre-set sales appointments. As a 3508 Direct Sales Representative, you can generate your own sales appointment. Best of all most sales close in an hour or less. What's in it for me? Prequalified scheduled leads - We provide all the quality leads you to want; you close the sale Short sales cycle - Appointments take one hour including paperwork with the install as soon as the same day Superior product - Our products are factory direct…there is no comparison! Financial Freedom - Earn an average of $75-100k+ in the first year…Our top rep earned $250k in 2024!! Weekly Pay - We pay weekly through direct deposit, so no more waiting weeks or months to be paid Advancement - Endless opportunity for growth and advancement (95% of our Sales Operations Managers start as Sales Reps Essential Duties and Responsibilities: Meet with prospective customers using established sales methodology to educate, consult, inform, and sell! Responsible for using established sales methodology to sell customers the proper product that fits their needs Develop a rapport and conversation with the customer to facilitate one visit close Leverage industry-leading product samples, support, and technology to assist you in closing the sale Commitment to an outstanding customer service experience from beginning to end Minimum Skills and Competencies: Excellent communication and organizational skills Energetic and engaging interpersonal skills with the drive to succeed Ability to overcome objections in the sales process Travel within the assigned territory based on provided and self-generated leads Ability to operate successfully as an independent 3508 direct sales representative Are we your company? Life is full of uncertainties, but whether you provide clean, safe, and sustainable drinking water to your family shouldn't be one of them. Leaf Home Water Solutions installs solutions that provide the best water for families and their homes. As such, we strive to assemble a team of caring and compassionate individuals that share our mission of empowering homeowners. From our corporate team to our local teams, we have crafted a team of the very finest… and we hope you'll be joining that team!
    $75k-100k yearly 1d ago
  • Customer Service Rep

    Cardinal Staffing Services 3.9company rating

    Finance service representative job in Northwood, OH

    Cardinal Staffing Services is hiring for Customer Service in Northwood, OH. Working onsite in an industrial metal and plastic sales company that is looking to expand their team! Assisting customer in using our website to place orders or find pricing information Answering questions regarding order status, delivery, or questions about materials we offer Answering phone and fax inquiries for quotes Managing 3-4 online chats with customers Entering orders using our internal entry system Successful transfer of larger-volume orders and inquiries to appropriate sales hubs within our parent organization Resolving customer requests, questions, and complaints - frequently requiring analysis of situations to determine the best use of resources This position will require candidates to have 2-5 years of customer service AND manager experience, know MS Office applications, and have knowledge of the metals distribution industry. You must be able to work independently, be detail oriented, have excellent communication skills and demonstrate a proactive, problem-solving attitude. Cardinal Staffing Services is invested in their team members! All Customer Service Talent are offered competitive compensation of $20.00 per hour. Generous referral bonuses are available. You can work from 11:00 am - 8:00 pm. About Cardinal Staffing At Cardinal Staffing, we are dedicated to helping individuals unlock their career potential through meaningful job opportunities. As a leading staffing agency in the light industrial and manufacturing space, we pride ourselves on connecting talent with top employers across the Midwest and Southeast. With an estimated yearly revenue of $295 million, SureStaff was recently named one of the largest staffing firms in the U.S. by Staffing Industry Analysts (SIA). We understand that finding the right job is about more than just a paycheck - it's about finding the opportunity that fits your skills, goals, and lifestyle. Here are the benefits you'll enjoy when you partner with us: Access to a wide range of job opportunities Competitive pay Health and Wellness Programs (including EAP) Medical benefits including medical, vision, dental, and prescriptions Electronic weekly pay Employee Advocacy & Personalized Job Support Cardinal Staffing also follows all applicable state and local laws regarding sick time, paid time off, and retirement savings programs. Cardinal Staffing is an equal opportunity employer. Our commitment to speed-to-hire means we work efficiently to get you placed in the right role, fast. If you're ready to take control of your career, explore exciting opportunities, and gain experience that lasts, then Cardinal Staffing is the place for you. Let's get started today! #IND1
    $20 hourly 21d 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 financial service 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. Compensación: $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 financial services needs, including Auto Insurance, Home Insurance, Life Insurance, y Retirement Planning. Our office is located in Farmington, MI. Our agency has received awards including: Ambassador Travel, Legion of Honor, y 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
  • Customer Service Representative

    Fastsigns 4.1company rating

    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 Service Representative, 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
  • Part Time Associate Banker Novi, MI (30 hours)

    Chase 4.4company rating

    Finance service representative job in Novi, 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
    $39k-93k yearly est. Auto-Apply 60d+ ago
  • Part Time Associate Banker Ann Arbor (30 Hours)

    JPMC

    Finance service representative job in Ann Arbor, 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-85k yearly est. Auto-Apply 60d+ ago
  • Parts and Service and Circular Economy Data Officer

    FCA Us LLC 4.2company rating

    Finance service representative job in Auburn Hills, MI

    Mission: Transform data into actionable insights to drive performance, customer value, and operational efficiency across the global Parts & Services and Circular Economy organization Main Responsibilities: Data roadmap Define and implement the PSCE data vision and strategy supporting the business strategic goals and aligned with Functions & Regions objectives. Benchmark best practices Build and scale a high-performing data team to support the growing needs of PSCE. Data governance Establish data governance frameworks (policies, processes, roles, and standards) to ensure data quality, standardization, consistency, regulatory compliance and adequation to business needs in accordance with strategic priorities. Build and maintain data pipelines and products so Business teams can implement actionable insights to drive performance, customer value, and operational efficiency across the global PSCE organization (the data infrastructure, frameworks, monitoring are managed by ICT teams). Collaborate with AI & Data Ambassadors and Champions to align data initiatives with enterprise-wide AI strategies and community goals. Projects & Portfolio Support Prioritize, coordinate, and monitor data-related projects within the PSCE portfolio, ensuring alignment with strategic priorities. Drive quick wins and mid-term initiatives that demonstrate the tangible value of data-driven decision-making. Contribute to the continuous improvement of data tools, platforms, and processes to enhance efficiency and scalability. Supervise the below current projects: STELA Car Parc Calculation by country, region, and vehicle age based on new vehicle sales plans. Single Retention KPI: Standardize the calculation of the retention KPI and improve data robustness and relevancy Lux: sell-in reporting / sell-out internal reporting / sell-out dealer reporting Global PSCE Daily Report Other projects that could make sense to deep dive: Pricing process: use tech data to find the right equivalent part number and save time Pricing process: how to use market data to update price in dynamic mode and increase incremental margin Retention: how to get robust data? Lifetime value: how to measure the LTV of an after-sales customer? What is EV and ADAS penetration rate on parts sales? Innovation & Enablement Promote the use of advanced analytics, AI, and machine learning to optimize PS performance. Act as a key liaison between Functions, Regions, ICT and external partners on data-related topics. Support data literacy across the organization through training, communication, and tool adoption. Ensure active participation in the AI & Data Connect community to share insights, promote synergies, and contribute to upskilling and innovation activities. KPI Impact score: value generated from completed data initiatives Data-Driven Decision Rate: % of key business decisions supported by data insights. Data Quality Index: % improvement in data accuracy, completeness, and consistency over time Community-wide metrics or reporting mechanisms used in the AI & Data Connect framework
    $79k-115k yearly est. 1d ago
  • Financial Services Specialist - Berkley Branch

    MSU Federal Credit Union 4.1company rating

    Finance service representative job in Berkley, MI

    The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The Financial Services Specialist will deliver personalized service, making product and service recommendations after a thorough review of each member's unique financial position. Financial Services Specialists respond to member requests while recommending additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. Financial Services Specialists are responsible for problem solving to find the optimal solution for the member while mitigating risk to the member and Credit Union. Work Arrangement: This position is scheduled for an onsite presence at the Berkley Branch (1833 Coolidge Hwy, Berkley, MI 48072) as well as the Congress Street Branch (243 W Congress St, Detroit, MI 48226). Schedule: * This position requires working a standard 40 hour week during Branch hours of operations * Monday - Thursday 8:45am - 5:45pm * Friday 8:00am - 6:15pm * Rotating Saturdays 8:45am - 1:15pm * Employees work every other Saturday and receive a consistent day off during the week to offset their hours * Scheduled hours could change based on business need and future department growth. An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment. Compensation & Benefits: * Starting at $18/hour dependent on experience * 100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums * Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays * 401(k) with a company match * Tuition Reimbursement * Up to 12 Weeks of Paid Parental Leave * Learn more about our benefits here Essential Duties and Responsibilities Financial Services Specialist * Provide superior member service by responding to members' inquiries with urgency, process transactions accurately and with proficiency, personalizing interactions with recommendations of products and services specific to members' unique needs. * Identify and sell products and services, provide financial education to enhance the member experience, and achieve individual and departmental goals. * Utilize outbound calling and cross-selling tools to further develop relationships with current members. * Utilize department and Credit Union procedures to mitigate risk, ensuring that member requests and transactions are processed with accuracy, protecting both members and the Credit Union from loss. * Manage time effectively while demonstrating initiative within the branch, consistently seeking opportunities for personal development and expanding knowledge to better serve members and the Credit Union. * Utilize a variety of communication channels (e.g., in-person, email, team collaboration tools) to ensure clear, effective, and timely communication within the team and across the Credit Union. * Actively promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence. * Demonstrate proficiency in Credit Union product knowledge, services, and fintech partners. * Effectively handle escalations by taking ownership, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service. * Apply fraud detection strategies, taking steps to mitigate risks, protecting members and the Credit Union. * Complete required departmental activities and trainings to ensure compliance with state and federal regulations, and Credit Union policies. * Adhere to safety and security procedures regarding emergency situations, third party access to secure areas, and promptly communicate suspicious activity to leadership. * Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations, adapting to new information, technology platforms, handling ambiguity and adapting to change. * Display adaptability and flexibility in meeting business needs based on member volume patterns at a branch or throughout the branch network. * Consistently meet or exceed established performance metrics, contributing to the Credit Union's goals and delivering a high standard of service. Knowledge, Skills and Abilities Financial Services Specialist: * High School Diploma or Equivalent required. * Follow proper balancing and cash handling procedures * Regular and predictable attendance * Demonstrate company core values * Ability to work scheduled hours including, weekend and overtime, when applicable * Receptiveness to accepting and applying feedback * Attention to detail * Proficiency in member service * Excellent listening skills * Clear and effective communication skills * Professional business etiquette and presentation skills, including maintaining a professional workspace * Strong sales skills with identifiable results * Critical thinking and problem-solving skills * Effective use of fraud detection and prevention techniques * Effective written and verbal communication skills * Skills in de-escalating and resolving escalating member situations * Adaptability and flexibility * Analytical skills and the ability to work independently * Math and general clerical aptitude * Ability to multitask and prioritize * Reliable and dependable * Error free typing skills with emphasis on accuracy * Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred * High School Diploma or GED Competencies * Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate. Physical Demands and Work Environment * May be required to remain in a stationary position for an extended period * Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage * Ability to move about inside of office area * Exposure to potentially hazardous conditions, i.e., robbery, and follows detailed instructions and procedures to minimize the exposure * The working arrangement for this position is onsite * Ability to safely lift, carry, and move items as required for branch operations Disclaimer * Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate. * MSUFCU is an affirmative-action, equal-opportunity employer. * To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
    $18 hourly 7d 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 financial service 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. 16d 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 Financial Services 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 Financial Services Representative 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 financial service 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. 13d ago
  • Part Time Associate Banker Ann Arbor (30 Hours)

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Ann Arbor, 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $19k-40k yearly est. 60d+ ago
  • Financial Counseling Representative I - Onsite

    R1 Revenue Cycle Management

    Finance service representative job in Detroit, MI

    This is an onsite role. Please see the address below for this PRN role: Henry Ford St. John Hospital & Medical Center 22101 Moross Detroit MI, 48236 R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems, and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Financial Counseling Representative I, you will help counsel uninsured and/or under-insured patients to attempt to obtain a paying funding source. Every day you will educate patients on their responsibilities and potential options while also accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. To thrive in this role, you must have strong customer service skills, great attention to detail and the ability to multi-task and navigate between multiple systems simultaneously. Here is what you will experience working as a Financial Counseling Representative I: * Provide compassionate customer service to uninsured and underinsured patients, ensuring a positive financial experience. * Conduct financial screenings, explain costs, and benefit, and recommend payment options or financial assistance. * Help patients and families complete Medicaid and assistance applications, including gathering required documents. * Work with Case Management, Clinical staff, and outside agencies to determine eligibility, secure coverage, and advocate for patients. * Track authorizations and eligibility for services, alert appropriate staff to potential delays, and perform other assigned duties. Required Skills: * High School Diploma or GED, preferred. * 0-1 years of hospital experience For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook
    $15.4-22.5 hourly Auto-Apply 13d ago
  • Parts and Service and Circular Economy Data Officer

    Stellantis

    Finance service representative job in Auburn Hills, MI

    Mission: Transform data into actionable insights to drive performance, customer value, and operational efficiency across the global Parts & Services and Circular Economy organization Main Responsibilities: Data roadmap Define and implement the PSCE data vision and strategy supporting the business strategic goals and aligned with Functions & Regions objectives. Benchmark best practices Build and scale a high-performing data team to support the growing needs of PSCE. Data governance Establish data governance frameworks (policies, processes, roles, and standards) to ensure data quality, standardization, consistency, regulatory compliance and adequation to business needs in accordance with strategic priorities. Build and maintain data pipelines and products so Business teams can implement actionable insights to drive performance, customer value, and operational efficiency across the global PSCE organization (the data infrastructure, frameworks, monitoring are managed by ICT teams). Collaborate with AI & Data Ambassadors and Champions to align data initiatives with enterprise-wide AI strategies and community goals. Projects & Portfolio Support Prioritize, coordinate, and monitor data-related projects within the PSCE portfolio, ensuring alignment with strategic priorities. Drive quick wins and mid-term initiatives that demonstrate the tangible value of data-driven decision-making. Contribute to the continuous improvement of data tools, platforms, and processes to enhance efficiency and scalability. Supervise the below current projects: STELA Car Parc Calculation by country, region, and vehicle age based on new vehicle sales plans. Single Retention KPI: Standardize the calculation of the retention KPI and improve data robustness and relevancy Lux: sell-in reporting / sell-out internal reporting / sell-out dealer reporting Global PSCE Daily Report Other projects that could make sense to deep dive: Pricing process: use tech data to find the right equivalent part number and save time Pricing process: how to use market data to update price in dynamic mode and increase incremental margin Retention: how to get robust data? Lifetime value: how to measure the LTV of an after-sales customer? What is EV and ADAS penetration rate on parts sales? Innovation & Enablement Promote the use of advanced analytics, AI, and machine learning to optimize PS performance. Act as a key liaison between Functions, Regions, ICT and external partners on data-related topics. Support data literacy across the organization through training, communication, and tool adoption. Ensure active participation in the AI & Data Connect community to share insights, promote synergies, and contribute to upskilling and innovation activities. KPI Impact score: value generated from completed data initiatives Data-Driven Decision Rate: % of key business decisions supported by data insights. Data Quality Index: % improvement in data accuracy, completeness, and consistency over time Community-wide metrics or reporting mechanisms used in the AI & Data Connect framework
    $41k-68k yearly est. 1d ago
  • Electronic Banking Specialist

    Bank of Ann Arbor 4.0company rating

    Finance service representative job in Birmingham, MI

    Full Time | Onsite Provides excellent customer support for Online Banking products and services, including Cash Management services. Perform trainings in person and virtual. Essential Functions: Assist customers as needed via phone calls and incoming emails. Assistance may include but is not limited to questions regarding: personal online banking, personal mobile app, business online banking, business mobile app, passwords, log in issues, browser settings, internal transfers, mobile deposits, ACH origination, Positive Pay, bill pay, Zelle, external transfers and alerts. Complete new set up and maintenance for Online Banking and/or Cash Management products. Schedule in person or virtual meetings with customers as needed to train on Online Banking and/or Cash Management products, install drivers and provide support. Work directly with vendors to troubleshoot and resolve technical issues. Provide support for ACH originating customers including set-up, training and troubleshooting. Provide support for Positive Pay including set-up, training and troubleshooting. Provide support for Merchant Capture including set-up, installation, training and troubleshooting. Provide support for Online Banking and/or Cash Management products to Bank of Ann Arbor branches and internal staff. Assumes additional responsibilities as required. Requirements High school diploma or GED. Two years previous experience in banking, including related areas. Two years previous experience with banking systems and vendors (example: Fiserv, CheckFree). Excellent written and verbal communication skills in a professional tone. Proficient in Microsoft Office products, comfortable using computers. Knowledge of various operating systems (example: iOS, Mac OS, Windows, Android). Knowledge of various Internet browsers (example: Google Chrome, Microsoft Edge, Safari). Effective problem-solving abilities. Professional demeanor and well organized. Position Type and Expected Work Hours This is a full-time, in office position. Days and hours of work are generally Monday through Friday. There will be occasions which may require extended time or after-hours commitment. Travel This department supports all 16 branches and customers across a four-county network from three locations. Occasional travel between offices may be required. Training may be conducted in a different office than the office where this position is held. Reliable transportation is a must. Work Environment and Physical Demands This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, printers and filing cabinets. The noise level in the work environment is usually moderate and there are others working or speaking regularly nearby. 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 finger, handle, typing or feel objects, tools or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance as well as 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.
    $32k-49k yearly est. 47d ago
  • Relationship Banker II

    Cornerstone Community Financial Credit Union 3.3company rating

    Finance service representative job in Clinton, MI

    Job Description Our Opportunity: The Relationship Banker II/Member Advisor will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. Offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF's vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions. What You'll Do in This Role: Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF. Educates members on benefits of products and services offered by CCF. Includes calculating loan terms, rates, amount financed, and payment amounts Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail. Research issues and situations and collaborates with internal departments, as necessary, to resolve concerns. Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. Follows-up through the loan closing process. Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. What You'll Bring To CCF: Six months to two years of similar or related experience, including time spent in preparatory positions. Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications. A high school degree or GED is required. Proficiency with the Microsoft suite of products including Word and Outlook. Familiarity with financial products preferred. Ability to perform basic mathematical calculations including addition, subtraction, division, multiplication, rates, and percentages. Strong attention to detail. Demonstrated strong customer service skills that include proven ability to handle difficult member interactions. Strong communication skills must be demonstrated through oral and written means. Proven sales aptitude. Ability to be bonded. Ability to obtain and maintain notary designation. The Perks of Being Part of CCF: When you join CCF you're not just taking a job-you're joining a community. From milestone anniversaries to our legendary chili cook-off, we believe in recognizing achievements and building connections through fun, shared experiences. We offer a comprehensive benefits package designed to support the well-being of our employees: Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives. Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year. Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement. Health Insurance Coverage: Multiple low or no deductible medical plan options, as well as dental and vision coverage. Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage. Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs. Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career. Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution. Employee Assistance Program (EAP): Confidential support services for personal and professional challenges Work Location: This position is based in Clinton Township, MI. EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations. Monday - Friday: 8:30am - 5:15pm Rotating Saturdays: 8:45am - 1:15pm
    $31k-37k yearly est. 14d ago
  • Member Service Representative - Full Time

    Genisys Credit Union 4.1company rating

    Finance service representative job in Rochester, MI

    At Genisys Credit Union, we value our employees who are essential to our ongoing growth and success as a financial institution of choice. We offer a supportive, inclusive, and diverse work environment where you are comfortable to be you. Our team is proud to support the communities we live and work in. Our locations are consistently recognized for providing excellent customer service and we are excited to be adding to our team. We are currently seeking motivated candidates for a Full Time Member Services Representative at our Rochester Hills branch. This position has the opportunity to earn incentive pay. Position Purpose: Ensures that members are promptly and professionally served by performing a broad variety of member services functions. Job Duties (include but not limited to): Cross selling credit union products and services to provide high quality member service and reach credit union goals and objectives Opening and closing membership accounts Performs loan transactions from processing applications all the way to payout, following Genisys lending procedures and guidelines Ensures that members' requests and questions are promptly resolved whether in person, over the phone, or via other communication methods. Ensures that the Credit Union's quality reputation is maintained and projected. Obtains appropriate state license to sell loan protection insurances. Qualifications: High School Graduate or equivalent required Customer service experience preferred Sales experience preferred Knowledge of lending processes helpful Skills/Abilities: Skills and Abilities: Good communication skills Professional appearance, dress, and attitude Good math skills Able to operate related computer applications and basic business equipment Good typing skills Benefits: Vacation and Paid Time Off Health, Dental, Vision, Life Insurance, Flexible Spending Accounts, & Short Term/Long Term Disability Available Paid Tuition to $5000 per year Bereavement Pay Holiday pay at 8 hours per observed holiday 401k up to 3% match and 5% Profit Share Don't meet every single requirement listed here? That's okay! At Genisys, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this position but your qualifications or past experiences don't align perfectly with those listed in the job description, we encourage you to apply anyways. You may just be the right candidate for this or other open positions we have! EOE M/F/Disability/Veteran
    $31k-36k yearly est. 14d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Taylor, MI?

The average finance service representative in Taylor, 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 Taylor, MI

$34,000
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