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Veterinary Sales Representative -Flex Time (12 days/mo)
Promoveo Health 3.0
Finance service representative job in Ann Arbor, MI
Pharmaceutical Sales Representative - Veterinary - Flex Time (12 days/mo)
Promoveo Health, a leading Pharmaceutical Sales recruiting, and contract sales company has an outstanding position representing one of our strategic clients. Our client is a rapidly growing organization with a very strong presence in the Veterinary Medicine field.
This is a position where you will be a W2 employee of Promoveo Health.
The Veterinary Sales Representative will be responsible for revenue growth within your specified geographic region. You will be accountable for a sales revenue plan in the clinical (office based) markets. This role requires strong account management and selling skills, as you will be the selling interface between the accounts and the company.
The ideal candidate will have:
· 5+ years of Veterinary Pharmaceutical Sales either on the Pharmaceutical or Distributor side
· Clinical experience calling on Veterinary Practices in this market
· Experience calling on and existing relationships with Vets in the area
· Excellent interpersonal, communication, teaching and negotiation skills
· BS Degree in related discipline
Job Expectations:
·Part time position with high management visibility and performance expectations.
· Travel - You will be home every night- no overnight travel is required!
EOE STATEMENT
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
$51k-90k yearly est. 2d ago
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Customer Service Rep
Cardinal Staffing Services 3.9
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 48d ago
Customer Service Representative
Blackhawk Industrial Operating Co 4.1
Finance service representative job in Toledo, OH
Job Description
WHO ARE WE: BlackHawk Industrial provides you the highest quality industrial products and equipment, offering manufacturing services while creating innovative engineered supply solutions. We truly believe in the importance of the local relationships with the customers we service. Our employees have fun every day exceeding the expectations of our customers, suppliers, and shareholders. We distinguish ourselves as the #1 choice of industrial manufacturers who are in need of Technical Service and Production Savings.
We are BIG ENOUGH TO SERVE, and SMALL ENOUGH TO CARE.
SUMMARY: The Customer ServiceRepresentative is responsible for the daily tasks related to all customer accounts and Account Manager needs. The Customer ServiceRepresentative communicates and coordinates with suppliers and Account Managers, while providing quality customer service.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally exhibits, recruits and coaches associates consistent with BlackHawk Core Behaviors
Responsible for promoting culture of safety
Respond appropriately and in a timely manner to all customer and Account Manager incoming communications.
Analyze and assess customer needs completely and accurately with efficiency.
Work with suppliers and Account Managers to identify, source, and price appropriate product solutions and provide quotes for product solutions per OS ticket and other BHID response time guidelines.
Process customer orders, Return Material Authorizations and Guaranteed Test Orders and purchase material's to fill customer orders.
Review and maintain P21 portals daily for potential late orders, Return Material Authorizations, items not on a PO and unapproved orders.
Identify and resolve root cause issues by working and communicating with responsible cross functional teams to minimize repetition of the original issue.
Develop a detailed working knowledge of BlackHawk policies, procedures and practices.
Maintain a deep understanding of the BHID systems (including P21, OS ticket, ServiceNow, SharePoint, and Compass), suppliers' systems/websites and usage of those systems.
Perform all work in accordance with the company documented ISO processes and procedures utilizing appropriate company systems.
Perform other duties as assigned
QUALIFICATIONS:
Excellent written and verbal communications skills utilizing phone, email and instant message.
Excellent critical thinking skills to analyze and solve problems.
Diligent and detail oriented.
Ability to manage multiple tasks, shift gears to react to urgent scenarios and meet daily deadlines.
Proficient in and comfortable with basic computer operation. Ability to learn new software programs as a user.
Ability to learn and apply experience with vending platforms (CribMaster, Autocrib, etc.)
Experience in industrial field, B2B sales and customer service.
SUPERVISORY RESPONSIBILITIES:
No direct supervisory responsibility.
EDUCATION and/or EXPERIENCE:
High school diploma or equivalent required.
Minimum 1 year previous experience in customer service or inside sales preferred.
Experience in cutting tools, abrasives and MRO areas preferred.
Experience with Microsoft office suite required.
CERTIFICATES, LICENSES, REGISTRATIONS:
None required
WORK ENVIRONMENT:
Employee is regularly required to speak and understand English, stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms. Employee is required to use computer and other equipment.
Employee frequently lifts and/or moves up to _50_ pounds. Specific vision abilities include close vision and the ability to clearly focus vision.
PPE REQUIRED:
Wrist rest for keyboard and mouse pad
BENEFITS:
Health Insurance BCBS of OK HDHP
HSA with Employer match (must meet criteria)
Dental and Vision Insurance
401K Plan and Company Match
FSA (Full FSA, Limited FSA, and Dependent FSA)
Company paid Long Term and Short-Term Disability
Company paid basic Life Insurance and AD&D/
Supplemental life and AD&D/Dependent life
Ancillary Critical Illness Insurance (Wellness Rider Included)
Ancillary Accident Insurance (Wellness Rider Included)
Ancillary Hospital Indemnity
Employee Assistance Program (EAP) - Includes concierge services and travel assistance.
Paid Time Off
Holiday Paid Time Off
Gym Reimbursement
Quarterly Wellness challenge with a chance to will money or prizes
Tuition Reimbursement - after 1 year of employment
*BlackHawk Industrial is an Equal Opportunity Employer
**As part of our BHID policy, we require all potential employees to undergo pre-employment background and drug screening. This is a standard procedure we follow to ensure a safe and productive work environment.
$28k-35k yearly est. 13d 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
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Ann Arbor, MI
Replies within 24 hours Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer ServiceRepresentative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? Compensation: $17 - $20 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$17-20 hourly Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Susan Rosales-State Farm Agent
Finance service representative job in Ann Arbor, MI
Job DescriptionBenefits:
401(k)
401(k) matching
Competitive salary
Opportunity for advancement
Paid time off
Signing bonus
ROLE DESCRIPTION: As a FinancialServicesRepresentative with Susan Kirk Rosales State Farm agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financialservices.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
$26k-44k yearly est. 22d ago
SBA Compliance/Servicing Officer
Sb Financial Group, Inc. 4.0
Finance service representative job in Defiance, OH
State Bank, a growing, full-service community bank, has an immediate opening for a full time SBA Compliance/Servicing Officer in our Defiance, Ohio Corporate office. Our SBA Compliance/Servicing Officer will ensure SBA Eligibility and compliance oversight, assist with SBA servicing actions, submit SBA guaranty purchase packages and liquidations, perform SBA file audits, update SBA data analytics and reporting. If you're an outgoing self-starter who is committed to providing overall exceptional service to help achieve adherence to SBA compliance and regulations, you might be a great addition to our team.
We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and more!
In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve.
Apply today!
Equal Opportunity Employer
$55k-84k yearly est. Auto-Apply 60d+ ago
Relationship Banker II
Cornerstone Community Financial Credit Union 3.3
Finance service representative job in Toledo, OH
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 Toledo, OH.
EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations.
$26k-32k yearly est. Auto-Apply 60d+ ago
FINANCIAL SERVICE REPRESENTATIVE, Full-time
Fulton County Health Center 3.9
Finance service representative job in Wauseon, OH
Full-time Description
FinancialServiceRepresentative
Department: Finance - Cashiers Office Status: Full-time, 80 hours bi-weekly Shift: 1st Shift, 8:15 AM - 4:45 PM (Monday - Friday)
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Position Summary:
Fulton County Health Center is seeking a dedicated and compassionate FinancialServiceRepresentative to join our Finance Department within the Cashiers Office. The primary responsibility of this position is as a Financial Counselor, needing excellent customer service skills and ensuring confidentiality. Additionally, you will help with account management, attorney letters, and bankruptcy notices, price estimates, and may be required to perform cashier duties as needed.
Key Responsibilities:
Interview uninsured and underinsured patients to assess eligibility for financial assistance programs.
Counsel and educate patients about their financial liabilities.
Process applications for financial assistance and work with patient accounts within the system.
Handle attorney letters and bankruptcy notices.
Perform cashier duties, including posting insurance payments and managing financial transactions, balancing cash drawer, direct deposits, and zero-pay postings.
Maintaining and balancing spreadsheets.
Communicating with Insurance Companies.
Scan and Index.
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Requirements
Business or Medical Associates degree preferred, or a minimum of two years' experience in an office setting.
Previous experience in customer service, phone communication, and computer system use is required.
Proficient in Microsoft Excel and Microsoft Word.
Ability to navigate the internet and multiple websites efficiently.
Strong knowledge and understanding of insurance EOB's and remit codes.
Strong organizational and communication skills.
Ability to multi-task.
$22k-26k yearly est. 12d ago
Part Time Associate Banker Ann Arbor (30 Hours)
Jpmorgan Chase 4.8
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 financialservices 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
Relationship Banker
Old National Bank 4.4
Finance service representative job in Dundee, MI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$17 hourly Auto-Apply 1d ago
Advisor, Student Financial Services
Owens Community College 4.0
Finance service representative job in Perrysburg, OH
Student FinancialService Advisors are dedicated to assisting students by providing financial enrollment management in regard to payment options, financial aid eligibility and requirements, residency and academic status, and collaborates with academic advisors on student financial enrollment concerns. Each advisor has an assigned caseload that provides an opportunity to build a rapport and understand their students' needs while providing high level, solution-oriented options.
Essential Functions:
* Provides enrollment management for caseload, as directed by Student FinancialServices leadership, including, but not limited to, following up with students about their payment options, financial aid eligibility and requirements, residency and academic status, and collaborates with advising on early alerts by contacting students who are at risk of financial enrollment concerns.
* Assists with assessment and evaluation of the student financialservice process and contributes to quality improvement initiatives for the office through the strategic action planning process.
* Actively participates in Student FinancialServices, advising, and stakeholder trainings and committee meetings to stay current on college and Student Services policies and procedures that relate to the success of student enrollment and retention.
* Participates in ongoing professional development provided by the college and the department as required by Student FinancialServices leadership.
* Actively participates in their assigned school meetings and committees, as necessary or as directed by their supervisor.
* Collaborates with advising team and chairs of respective caseload school to increase student success.
* Assists with planning and coordinating special events and projects on and off campus as needed.
* Utilizes tools and technology during appointments, including but not limited to appointment review form, Owens Internet and Intranet, Banner, DegreeWorks, Onbase, student administrative databases, Application Manager, Argos, and Department of Education web systems (COD, NSLDS, CPS).
* Provides prompt and adequate documentation in Banner of student contact.
* Maintains general knowledge of federal and states laws and regulations pertaining to the student account and administering of federal student aid.
* Works to build relationships with students on caseload by building rapport, reaching out to students, responding to student's inquiries within a timely manner, and encouraging students to meet with their Student FinancialServices Advisor at least once per semester.
* Other duties as assigned.
Knowledge, Skills & Abilities:
* Demonstrates knowledge of current Owens Community College policy, procedures, and federal and state laws and regulations pertaining to financial aid, records, and student accounts. Recommend having knowledge of Banner, DegreeWorks, Onbase, Ozone, Applications Manager, Argos, National Student Loan Database System (NSLDS), Central Processing System (CPS), Common Origination and Disbursement system (COD).
* Ability to handle stressful situations with professionalism and composure. Maintain flexibility to adapt to changing demands of student services. Ability to successfully and simultaneously complete multiple projects and tasks with minimal supervision.
Other Characteristics:
* Dedicated to serving students and to the mission of open access higher education institution with a focus on Owens Community College mission, vision, and core values.
Education/Experience:
* Bachelor's degree
* 2 years direct service to college students or other similar customer service environments.
Job Classification:
Staff
Duty Days:
260 Days
Work Schedule:
Monday - Friday
Grant Funded Position:
No - Not Grant Funded
FLSA Status:
United States of America (Exempt)
Pay Basis:
Salary
Hiring Range
$43,888.00-$45,900.00
Retirement System:
SERS - SERS (Retirement System Classification)
$43.9k-45.9k yearly 60d+ ago
Relationship Banker
Bank of Ann Arbor 4.0
Finance service representative job in Ann Arbor, MI
Requirements
Three years previous experience as a new accounts representative or other relevant banking position.
Sales orientation. Possesses the ability and desire to anticipate customers' needs to offer and sell the appropriate banking products to customers.
Proficient computer skills, which includes the ability to use a keyboard, ten-key pad and basic capability to access information contained within bank wide systems.
Excellent customer service and communication skills, with the ability to interact with a variety of bank clients.
Associate's degree or equivalent combination of education and experience.
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. 3. The noise level in the work environment is usually moderate.
$27k-33k yearly est. 60d+ ago
Part Time (30 Hours) Associate Banker,, Michigan and Canton Center, Canton MI
JPMC
Finance service representative job in Canton, 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.
$41k-86k yearly est. Auto-Apply 60d+ ago
FINANCIAL SERVICE REPRESENTATIVE, Full-time
Fulton County Health Center 3.9
Finance service representative job in Wauseon, OH
FinancialServiceRepresentative Department: Finance - Cashiers Office Status: Full-time, 80 hours bi-weekly Shift: 1st Shift, 8:15 AM - 4:45 PM (Monday - Friday) * ----------------------------------------------------------------------------------------------------------------------------------
Position Summary:
Fulton County Health Center is seeking a dedicated and compassionate FinancialServiceRepresentative to join our Finance Department within the Cashiers Office. The primary responsibility of this position is as a Financial Counselor, needing excellent customer service skills and ensuring confidentiality. Additionally, you will help with account management, attorney letters, and bankruptcy notices, price estimates, and may be required to perform cashier duties as needed.
Key Responsibilities:
* Interview uninsured and underinsured patients to assess eligibility for financial assistance programs.
* Counsel and educate patients about their financial liabilities.
* Process applications for financial assistance and work with patient accounts within the system.
* Handle attorney letters and bankruptcy notices.
* Perform cashier duties, including posting insurance payments and managing financial transactions, balancing cash drawer, direct deposits, and zero-pay postings.
* Maintaining and balancing spreadsheets.
* Communicating with Insurance Companies.
* Scan and Index.
* ----------------------------------------------------------------------------------------------------------------------------------
Requirements
* Business or Medical Associates degree preferred, or a minimum of two years' experience in an office setting.
* Previous experience in customer service, phone communication, and computer system use is required.
* Proficient in Microsoft Excel and Microsoft Word.
* Ability to navigate the internet and multiple websites efficiently.
* Strong knowledge and understanding of insurance EOB's and remit codes.
* Strong organizational and communication skills.
* Ability to multi-task.
$22k-26k yearly est. 11d ago
Part Time Associate Banker Ann Arbor (30 Hours)
Jpmorganchase 4.8
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.
$19k-40k yearly est. Auto-Apply 60d+ ago
Market Relationship Banker
Old National Bank 4.4
Finance service representative job in Ann Arbor, MI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$17 hourly Auto-Apply 1d ago
Relationship Banker
Bank of Ann Arbor 4.0
Finance service representative job in Ann Arbor, MI
Full Time | Onsite Responsible for building long-term relationships with new and existing clients in-person and by phone. Work to understand client's financial needs and consultatively address by making appropriate product recommendations or referring the client to an internal financial partner. Manage relationships within the branch and deliver superior quality service in-person or by phone such that client needs are met on a consistent, positive basis. Support all daily operations of the branch, including timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Responsibilities:
* Develops a full customer banking relationship by consulting with new and existing bank customers to review and expand their banking relationship using all applicable bank products and services; serves as a primary contact for customers for all of their banking needs.
* Provides superior customer service by welcoming clients in a warm, friendly manner, and assisting them with their specific banking products and service's needs.
* Opens and processes new demand and time deposit accounts which include: personal and business checking accounts, passbook savings accounts, IRA's, Certificates of Deposit and money market accounts.
* Accepts loan applications for bank line of credit products, including checking account overdraft protection, unsecured lines of credit, and installment loans.
* Obtains appropriate identification from customers to ensure accounts are properly opened according to bank security procedures, prepares signature cards, and inputs information into bank system.
* Orders checks using online system and issues ATM and VISA check cards according to procedure.
* Will be responsible for processing their own customer transactions (deposits, check cashing, etc.) and may serve as a back up to the teller staff; adheres to all transaction processing requirements and policies when serving in this capacity.
* Assumes additional responsibilities as required.
Requirements
* Three years previous experience as a new accounts representative or other relevant banking position.
* Sales orientation. Possesses the ability and desire to anticipate customers' needs to offer and sell the appropriate banking products to customers.
* Proficient computer skills, which includes the ability to use a keyboard, ten-key pad and basic capability to access information contained within bank wide systems.
* Excellent customer service and communication skills, with the ability to interact with a variety of bank clients.
* Associate's degree or equivalent combination of education and experience.
The Perks
* Full benefits including medical, dental, and vision
* PTO
* 401(k) and employer match
* Paid maternity/paternity leave
* Tuition reimbursement
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. 3. The noise level in the work environment is usually moderate.
$27k-33k yearly est. 8d ago
Relationship Banker
Bank of Ann Arbor 4.0
Finance service representative job in Ann Arbor, MI
Job DescriptionDescription:
Full Time | Onsite
Responsible for building long-term relationships with new and existing clients in-person and by phone. Work to understand client's financial needs and consultatively address by making appropriate product recommendations or referring the client to an internal financial partner. Manage relationships within the branch and deliver superior quality service in-person or by phone such that client needs are met on a consistent, positive basis. Support all daily operations of the branch, including timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Responsibilities:
Develops a full customer banking relationship by consulting with new and existing bank customers to review and expand their banking relationship using all applicable bank products and services; serves as a primary contact for customers for all of their banking needs.
Provides superior customer service by welcoming clients in a warm, friendly manner, and assisting them with their specific banking products and service's needs.
Opens and processes new demand and time deposit accounts which include: personal and business checking accounts, passbook savings accounts, IRA's, Certificates of Deposit and money market accounts.
Accepts loan applications for bank line of credit products, including checking account overdraft protection, unsecured lines of credit, and installment loans.
Obtains appropriate identification from customers to ensure accounts are properly opened according to bank security procedures, prepares signature cards, and inputs information into bank system.
Orders checks using online system and issues ATM and VISA check cards according to procedure.
Will be responsible for processing their own customer transactions (deposits, check cashing, etc.) and may serve as a back up to the teller staff; adheres to all transaction processing requirements and policies when serving in this capacity.
Assumes additional responsibilities as required.
Requirements:
Three years previous experience as a new accounts representative or other relevant banking position.
Sales orientation. Possesses the ability and desire to anticipate customers' needs to offer and sell the appropriate banking products to customers.
Proficient computer skills, which includes the ability to use a keyboard, ten-key pad and basic capability to access information contained within bank wide systems.
Excellent customer service and communication skills, with the ability to interact with a variety of bank clients.
Associate's degree or equivalent combination of education and experience.
The Perks
Full benefits including medical, dental, and vision
PTO
401(k) and employer match
Paid maternity/paternity leave
Tuition reimbursement
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. 3. The noise level in the work environment is usually moderate.
$27k-33k yearly est. 8d ago
Relationship Banker
Old National Bank 4.4
Finance service representative job in Manchester, MI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$17 hourly Auto-Apply 9d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Toledo, OH?
The average finance service representative in Toledo, OH earns between $21,000 and $56,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Toledo, OH