Finance service representative jobs in Warren, MI

Apex Systems is currently hiring for a Customer Service Rep. The ideal candidate will be responsible for handling inbound service-related calls to assist our members with their healthcare-related claims. Qualified candidates will have the following experience and skills: We are seeking dedicated and empathetic Inbound Support Specialists to join our team. The ideal candidate will be responsible for handling inbound service-related calls to assist our members with their healthcare-related claims. The specialist will provide clear and accurate information, offer guidance on claim submissions, and resolve any issues relating to members' claims. This role requires excellent communication skills, a thorough understanding of health insurance processes, and the ability to handle sensitive information. Have you ever wanted to help people live a healthy, happy life, but didn't know where to start? Our client will teach you what you need to know with skills that are transferable across the healthcare industry. Key Responsibilities: Handle inbound calls from people, customers related to their healthcare. Follow up with members on claim statuses, required documents, and any additional information needed. Assist members with claims status, submitting required documents. Provide detailed explanations of claims decisions and necessary next steps. Guide members through the process of submitting claims and appeals. Deliver exceptional customer service by actively listening to members' needs and concerns. Address and resolve member inquiries in a timely and professional manner. Ensure members feel supported and informed throughout their claims process. Accurately document all client interactions and updates in the company's CRM system. Prepare and maintain reports on call outcomes and client feedback. Follow up on unresolved issues and ensure they are addressed promptly. Adhere to company policies and procedures, including those related to privacy and confidentiality. Qualifications: High school diploma or equivalent required; Associate or bachelor's degree preferred. Previous experience in a call center environment, preferably in the healthcare or insurance industry. Strong customer service skills with the ability to effectively communicate and empathize with callers. Excellent problem-solving skills and attention to detail. Proficiency in using computer systems and navigating multiple software applications simultaneously. Ability to work efficiently in a fast-paced environment and manage multiple tasks effectively. Knowledge of health insurance terminology, claims processing procedures and regulatory requirements is a plus. Flexibility to work evenings, weekends, and holidays as needed. If you are interested, please apply here or email an updated copy of your resume to **************************** Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet' as well, which an Apex team member can provide. EEO Employer Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at ******************************** or ************. Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Job Title: Retirement Plan Associate Work Environment: Hybrid (3 days onsite, 2 days WFH after training) Training: 8 weeks onsite Equipment: Laptop provided Job Summary The Retirement Plan Associate will support the Retirement Plan Services department by processing forms and performing basic transactions such as rollovers, internal transfers, and death certificates. This is primarily a back-office role with minimal phone interaction. Must-Haves Candidates must be local to St. Petersburg, FL; Southfield, MI; or Memphis, TN. Potential for full-time conversion based on performance, attendance, and headcount. At least 2 years of recent experience in financial services, ideally retirement planning OR recent graduates with a Bachelor's in Finance or related field and some professional experience. Experience using CRM software preferred. Call center experience preferred. Strong data entry skills with high attention to detail. Alpha-numeric data entry assessment required: Minimum 5500 KPH and 85% accuracy. Include scores on top of resume. Clear and professional written and verbal communication skills. Ability to navigate multiple systems using dual monitors. Proficient in Microsoft Office Suite (Excel, Outlook, Word). Quick learner with ability to apply multiple processes simultaneously. Proven reliability with minimal attendance/tardiness issues. No upcoming time-off needs during the first few months (busy season). Key Responsibilities Respond to email inquiries regarding issues. Process forms and perform basic transactions (rollovers, transfers, death certificates). Diagnose issues and provide client-driven solutions that meet IRS regulatory requirements. Interpret rules and regulations and apply retirement plan knowledge. Conduct audits of account activity to ensure compliance. Review client requests for corrections and guide branch personnel on resolution. Maintain knowledge of retirement plan rules and regulations through training and resources. Communicate and resolve issues with internal departments. Review daily productivity reports to evaluate performance. Experience Level Entry Level Job Type & Location This is a Contract position based out of Southfield, MI. Pay and Benefits The pay range for this position is $23.00 - $23.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Southfield,MI. Application Deadline This position is anticipated to close on Dec 22, 2025. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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.

Job DescriptionThe Associate Mortgage Banker is responsible for conducting outbound calls, engaging with prospective clients, and generating qualified opportunities for the Mortgage Banking team. This role focuses on initiating conversations, building rapport, and identifying client needs so they can be transitioned to a licensed Loan Officer for consultation. This is an entry pathway into mortgage banking with a growth track to becoming a licensed Loan Officer. Key Responsibilities: Conduct a high volume of outbound dials to new leads, returned inquiries, past clients, and referral sources. Engage prospective borrowers to understand their goals, gather preliminary information, and assess level of interest. Warm up and nurture leads through consistent follow-up, clear communication, and relationship building. Document and track all call notes, client interactions, and lead movement in the CRM and lead management systems. Maintain a positive, professional, and customer-focused tone throughout conversations. Collaborate with the Mortgage Banker team on lead strategy, pipeline priorities, and outreach campaigns. Qualify the client and send their account information to Loan Officers to process their application Effectively communicate the benefits of our mortgage and products and services Work collaboratively with Loan Officers to ensure a smooth handoff of qualified leads Meet or exceed daily and weekly call quotas and performance metrics Qualifications Strong communication and conversational skills - confident, friendly, and patient on the phone. Comfortable with high call volume and repetitive outreach activities. Motivated by goals, performance metrics, and results. Ability to stay organized and consistent with follow-up. A positive attitude, coachability, and willingness to improve and grow. Experience in call center sales, customer outreach, cold calling, or inside sales. (preferred) Interest in developing a long-term career in mortgage or financial services. What We Offer: Competitive salary plus performance bonuses Health, dental, and vision insurance 401(k) Paid time off and holidays Supportive and collaborative team environment Opportunities for career advancement Powered by JazzHR 5JwVeJpJRR

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

Benefits: 401(k) matching Paid time off Wellness resources FASTSIGNS Detroit is hiring for a Customer Service Representative to join our team! Benefits/Perks: Competitive Pay Paid Vacation & Holidays 4% 401(k) Company Match Employer Contributions to a Health Savings Account (HSA) Employer-Paid Telehealth Access - Convenient, 24/7 virtual care for you and your family Ongoing Training & Growth Opportunities No Nights or Weekends - Monday-Friday schedule A Successful FASTSIGNS Customer Service Representative Will: Greet and engage clients via phone, email, and in-person Understand client needs and propose signage solutions Prepare accurate quotes and manage job tickets through to production Coordinate with our design and production team to ensure jobs meet specs and deadlines Build strong relationships that turn one-time customers into repeat business Ideal Qualifications for FASTSIGNS Customer Service Representative: 2-3 years of retail or counter sales experience preferred High school diploma or equivalent Outgoing, responsive, eager to learn and has the ability to build relationships Great listening and organization skills Ability to sit for long periods (4 hours or more) Ability to view a computer screen for long periods (4 hours or more) Ability to work under pressure to output high volume, high-quality work 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. Apply today! 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.

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

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.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR be ethical, accountable, and respectful; Maximize OPPORTUNITY own your results, because each day counts; and Create IMPACT by positively influencing the lives of families, teammates, and our community. Located in the heart of Metro Detroit, our office is uniquely positioned to support professionals in one of the nations most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, youll play a key role in helping those who power Michigans economy plan for lasting financial security. We offer a culture that values growth, connection, and purposewith team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alexs Lemonade Stand Foundation, were committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it. Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI. Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor : **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tek Wiegert Managing Director: How long with NM? Started as an intern in 2004 and joined full-time in 2005. Prior Experience? Joined Northwestern Mutual directly after college. Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey. Nick Hammer Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University. Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family. Dominic Mirabella Managing Partner: How long with NM? Has been with Northwestern Mutual since 2008. Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual. Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams. Jake Paulson Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball. Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tek Wiegert is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

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

Job DescriptionBenefits: 401(k) 401(k) matching Competitive salary Opportunity for advancement Paid time off Signing bonus ROLE DESCRIPTION: As a Financial Services Representative 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 financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.

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

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.

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

Location : Address 3031 W Grand Blvd Location : City Detroit Location : Postal Code 48202 Responsibilities Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager. If you thrive on making people happy, doing something different every day, and being a rock star while you do it, we've got the perfect position for you. As a Financial Service Representative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members with personalized solutions to their financial situations so they can walk out the door happy, satisfied, and worry-free. What You'll Do: Deliver stellar service to credit union members. No slackers here! Serve as a face for our brand. Happy, confident, positive - that's who we are. Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them. Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First Qualifications What We're Looking For: Outgoing, personable candidates. You must truly love people to work here. Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role in the past? Even better! Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience. You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field. Who We Are Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs. Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth. Michigan First highlights: 500 team members 32 locations spanning the Lansing area, Grand Rapids and Metro Detroit Industry leader in community support and charitable giving through the Michigan First Foundation Member Services Call Center operates 24/7/365 Over $1.5 Billion in assets Awards Michigan First Credit Union has been the proud recipient of: 2024 Best & Brightest in the Nation 2024 Best & Brightest in Metro Detroit 2024 Best & Brightest in West Michigan 2024 Best Credit Unions to Work For 2024 Crain's Cool Places to Work 2024 Detroit Free Press Top Workplaces 2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level 2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions) Benefits and perks of joining our award-winning team include: Very competitive pay Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance 401(k) - 100% match up to 5% deferral Tuition reimbursement for both Undergraduate and Graduate degree program Access to a complimentary concierge service that assists with nearly any item on your to-do list Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms Wellness initiatives and events throughout the year to help team members stay healthy Loan discounts for certain secured and unsecured loans and mortgages Opportunities for pay increases, incentives and profit-sharing, based on performance Onsite subsidized top notch Cafe 26 for team members' use Onsite bowling center Michigan First Credit Union is an Equal Opportunity Employer.

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

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.

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 - Crooks 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 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

Personal Bankers play a vital role in the customer banking experience. You will build banking relationships with customers by providing products and services that meet their ever-changing needs. We're looking for a Personal Banker at our Genoa Township branch. Qualifications: Education: High School degree, GED or foreign equivalent required (college degree preferred) Experience: Minimum 1 year sales experience required (2-5 years preferred) Personal: Job experience with extensive customer contact, including building & maintaining customer relationships. Excellent probing and listening skills to uncover customers needs. Excellent interpersonal, verbal, and written communication skills. Self motivated, assertive, perform well in a competitive sales environment and interact with customer and team members in a professional and personable fashion. Strong presentation, planning, organization, and follow-up skills. Ability to work Saturdays, and some evenings required. First National Bank is an equal opportunity and affirmative action employer. Minorities / Females / Individuals with Disabilities / Protected Veterans