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Finance service representative jobs in West Bloomfield, MI - 2,172 jobs

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  • Customer Service Representative

    Central Transport 4.7company rating

    Finance service representative job in Warren, MI

    Earn up to $22.00 per hour! PLUS $1.00 shift premium after 6pm!! We want to train you to become a Successful Customer Service Specialist! Central Transport, LLC, a leader in LTL (less-than-truckload) transportation for more than 90 years is currently looking to help you grow professionally by becoming a Customer Service Specialist for our Corporate Office in Warren, MI. While this client relations role is a critical position to maintain customer perception within our organization, it is also a great “first office job” to help you get started in your career or continue to grow the skills you already have. Our representatives are provided with in depth training which will develop your professional office skills. This a tremendous opportunity for college students able to work full time, recent graduates and those ready to get back into the professional workforce! Skills and duties you will learn and develop: · You are going to learn how to address customer inquiries via phone and email including tracking/tracing, scheduling pick up requests, process instruction, and rate quotes · We will teach you how to research issues using available resources. · You will become proficient in maintaining detailed records and documentation for each customer interaction · You will become an effective communicator with internal parties as necessary regarding the needs of specific shipments · You will learn how to handle a variety of scenarios with the ability to think decisively What you will bring to the table: · Must be 16 years of age · Excellent attendance and the ability to work Monday through Friday · Superior communication skills · Strong attention to detail and sense of urgency · Ability to maintain a professional demeanor · Experience with Microsoft office (Outlook), and willingness to learn company specific systems · Ability for detailed note taking · Upbeat personality/positive outlook What's in it for you? · Full-Time shifts are available between 9am and 9:00pm (Monday-Friday, no weekends! Willing to work around school!) · Ability to promote and grow within the organization! · Paying up to $20.00 per hour after full training · 401(k) · Shift Premium after 6:00 pm · For Full-time employees: · Health, dental, vision, and life insurance · Paid Time off Job Type: Full-time Pay: From $18.00 per hour Benefits: 401(k) Dental insurance Flexible schedule Health insurance On-the-job training Paid time off Vision insurance Shift: 8 hour shift Day shift Evening shift Morning shift No nights Split shift Work Location: In person
    $18-22 hourly 19h ago
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  • Customer Service Representative

    Jomar Valve

    Finance service representative job in Warren, MI

    *ONLY CANDIDATES RESIDING IN THE METRO-DETROIT AREA WILL BE CONSIDERED FOR ROLE** Jomar Valve, a manufacturer and distributor of innovative plumbing, industrial and HVAC components, is seeking a Customer Service Representative to support all of its divisions. The successful candidate would possess education and/or working knowledge of plumbing and HVAC systems. Responsibilities: Ability to work in fast-paced environment dealing with a heavy workload via phone and email with customers, sales reps, and end users Log all calls effectively and efficiently and follow up with customer inquiries to ensure ongoing customer satisfaction Manage time effectively, meet performance goals, and work cooperatively with other members of the team Accurately process customer transactions such as orders, quotes, etc. Determine customer needs and expectations in order to recommend specific products and solutions Provide accurate information regarding availability of in-stock items Outbound sales calls to maintain ongoing customer relations and obtain new customer sales Follow company policies and procedures Present a professional image at all times to customers and during scheduled shift Perform other duties as and when required Job Requirements: Bachelor's Degree in job related field preferred A minimum of 1-3 years experience in Customer Service and Sales Technical sales a plus Attention to detail and accuracy Outstanding interpersonal skills Good organizational skills Team Player Customer focused Computer efficient Jomar Valve is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Thank you for your interest, but we are not working with external recruiters or agencies for this role. Please refrain from reaching out regarding this position.
    $27k-36k yearly est. 1d ago
  • Customer Service Representative

    Activate Inc. 4.7company rating

    Finance service representative job in Ferndale, MI

    Activate is seeking a detail-oriented and experienced Customer Service Representative to support a client's private gifting website. Customers will access the site to choose from six complimentary gifts, and this role ensures they receive seamless support throughout the selection and fulfillment process. This position is fully dedicated to one program and requires strong communication skills, professionalism, and reliability. The initial assignment is approximately one month, with the possibility of extension based on performance and client needs. Key ResponsibilitiesCustomer Support Provide professional, friendly customer support via phone and live chat during business hours. Assist customers in navigating the private website and completing their gift selection. Follow all client-specific service guidelines and brand standards. Order & Data Management Update and maintain customer information within an internal dashboard. Track gift selections, shipments, and delivery status using ShipStation. Accurately document all customer interactions, questions, and resolutions. Inventory Management Monitor available inventory levels. Identify discrepancies or low-inventory notifications and escalate when appropriate. Program Support Manage fluctuating call and chat volumes during peak and slow periods. Support program accuracy and customer satisfaction by following detailed procedures consistently. Required Qualifications Previous customer service experience is required (phone and/or live chat). Experience using dashboards, order management systems, or similar platforms. Strong data entry skills and attention to detail. Excellent written and verbal communication. High reliability and consistency in meeting scheduled hours. Ability to follow defined procedures and maintain accuracy under varying activity levels. Tools & Systems Internal client dashboard (customer data & inventory management) Phone and live chat support system ShipStation for shipment and fulfillment tracking Standard computer workstation Work Environment Computer-based role with alternating periods of high and low activity. In-office position during all scheduled hours. Employment Term Training begins the third week of January. Program launches February 1. Seasonal role lasting approximately 1 month, with the potential to extend based on performance and business needs.
    $26k-33k yearly est. 3d ago
  • Customer Service Representative

    RMR Solutions LLC 3.9company rating

    Finance service representative job in Howell, MI

    RMR Solutions, LLC is a leading producer and distributor of a wide variety of cleaning, disinfectant, and mold removal products for both residential and commercial customers. The team started with its' legendary mold and mildew remover products and has blossomed that success to include kitchen degreasers, marine stain remover, tub and tile cleaner, and botanical disinfectant, to name a few. RMR Solutions' product line is available for purchase at many big box retail stores and has an extensive product list through Amazon as well. The Customer Service Representative Position The Customer Service Representative provides exceptional customer service by answering inquiries, offering solutions, and providing explanations to RMR's current and potential customers. The Customer Service Representative has the unique opportunity to provide a lasting first impression by ensuring full customer satisfaction, providing information about products or services, taking orders, and processing returns and refunds. Preferred Experience, Skills & Abilities of the Customer Service Representative Position At least 2 years of experience in a Customer Service setting Strong business communication and presentation skills, both verbal and written Organizational skills, multitasking, and a strong self-motivation as a must! Knowledge in shipping and warehousing is preferred, but not required Compensation, Benefits & Structure of the Customer Service Representative Position This position includes a competitive pay structure, based on skills and experience, and a comprehensive benefit and retirement package. The position is based in the Brighton, MI office, with a working schedule of M-Th 9:00am-5:30pm, Friday 9:00am-5:00pm. The Recruitment Process for the Customer Service Representative Position The recruitment process will include a combination of phone screens, web and/or in-person interviews, a candidate personality assessment, and a pre-employment background check and drug test. The process, which is being facilitated through EctoHR, Inc. is designed to ensure that candidates are aligned with RMR Solutions' mission and core values. RMR Solutions, LLC is an Equal Opportunity Employer!
    $28k-35k yearly est. 19h ago
  • Client Services Representative

    Eteam 4.6company rating

    Finance service representative job in Southfield, MI

    Job Title: Client Services Representative Another Job Location:- Memphis, TN Job Duration: 6 months contract Duties: Local candidates only to Southfield, MI. Hybrid role onsite 3 days per week and WFH 2 days per week. Wednesdays and either Monday or Friday are mandatory, the third day may be chosen by the new hire. Strictly temporary for now but opportunity for extension or conversion may occur (not guaranteed) Laptop provided Work Schedule 9 AM ET- 6 PM ET with 1 hour lunch (must be in their seat logged in at 9 AM) Attendance Policy- No more than 2 tardies and/or unexcused absences within a 30 day period. The Client Services Representative (not to be confused with Client Service Associates) will be responsible for supporting the Client Services team located at the Southfield, MI office. The Client Services department is considered the 'main point of contact' for (internal and external) clients who have questions or general inquiries that need resolution. The client base consists branch associates, Financial Advisors, or the clients of Financial Advisors. In addition, this particular team manages client access websites, where clients can access their accounts, online trade, etc. These 4 Client Service Reps will be responsible for handling basic customer inquiries, such as: a client forgot their username or password, client needs to update their home address or phone number, etc. The typical call volume per Client Service Rep is roughly 50-60 calls per day. However, call volume will increase during tax season and the associates may receive up to 80 calls per day. Training will last 1-2 weeks. The CSR's will practice doing mock calls with other associates. The Client Services team does not read off scripts while on the phone. Instead, they will have access to a SharePoint site which houses 'go-to' guides on how to handle various customer scenarios. Performance Monitoring Management will randomly listen in on calls in order to evaluate performance. They will primarily be measuring call quality, compliance (ensuring all of the necessary steps were taken i.e. verifying the caller's identify before proceeding, etc.), documentation / accuracy, call time, etc. Manager stated that their department focuses more on quality rather than quantity. Job Duties:Responsible for answering inbound calls from clients, while providing exceptional customer service Resolve general inquiries such as username / password resets, address changes, phone number changes, etc. Document call activity using Clients' proprietary system (they will be expected to document while on the phone with the customer) Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices Coordinates problem resolution with appropriate departments Informs customers of standard procedures or resolution of problem Follows up, either verbally or in writing, to ensure customer satisfaction Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies Skills:Must possess 2-3 years of recent customer service experience, ideally from a call center. Must have the ability to type and be on the phone at the same time. Ability to navigate through numerous systems at once Experience using dual monitors Proficient user with Microsoft Word, Outlook, and basic Excel Ability to type at least 40 WPM Exceptional customer service skills; easy to understand Excellent verbal and written communication skills; ability to use proper grammar and spelling Experience within the banking or financial services industry is preferred but not required Education: Minimum of a High School Diploma or equivalent
    $32k-40k yearly est. 4d ago
  • Veterinary Sales Representative -Flex Time (12 days/mo)

    Promoveo Health 3.0company rating

    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. 1d ago
  • Immigration Services Officer

    Department of Homeland Security 4.5company rating

    Finance service representative job in Troy, MI

    Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud. If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
    $82k-121k yearly est. 4d ago
  • Customer Service Representative

    Galco Industrial Electronics 3.8company rating

    Finance service representative job in Madison Heights, MI

    Job Description Galco Industrial Electronics, Inc., located in Madison Heights, Michigan, is a leading provider of industrial and commercial electrical and electronic controls, automation and motion products, repair, and engineering services. Galco serves commercial and industrial businesses, contractors, government agencies, institutions, and utilities across the country. We are seeking a Customer Service Representative, or CSR, which will act as a liaison, provide product/services information, answer questions, and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. You are best suited to become a Galco CSR if you are genuinely excited to help customers. You are patient, empathetic, and passionately communicative. You love to talk and understand the value of good communication skills. Customer service representatives can put themselves in their customers' shoes and advocate for them when necessary. Customer feedback is priceless, and these our CSRs can gather that for feedback. Problem-solving and multi-tasking also comes naturally to our CSR's. They are confident at troubleshooting and investigate if they don't have enough information to answer customer questions or resolve complaints. The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction. Responsibilities Manage large amounts of incoming phone calls Identify and assess customers' needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication. Provide accurate, valid and complete information by using the right methods/tools. Meet personal/customer service team sales targets and call handling quotas. Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Keep records of customer interactions, process customer accounts and file documents Follow communication procedures, guidelines and policies Take the extra mile to engage customers Requirements and skills Proven customer support experience or experience as a Client Service Representative Track record of over-achieving quota Strong phone contact handling skills and active listening Familiarity with CRM, P21 is a PLUS systems and practices. Customer orientation and ability to adapt/respond to different types of characters. Excellent communication and presentation skills Ability to multi-task, prioritize, and manage time effectively. Technical aptitude is a strong plus High school diploma Powered by JazzHR u0CcGsOATC
    $28k-35k yearly est. 30d ago
  • Trader

    Signal Advisors

    Finance service representative job in Detroit, MI

    THE JOB Signal Advisors is seeking a highly skilled and experienced Trader to join our dynamic team. This critical role is responsible for the sophisticated management and execution of investment portfolios, ensuring optimal trade execution, and robust risk management. The Trader will also play a pivotal role in expanding our client base through strategic onboarding, delivering exceptional client service, and providing essential support to the Head of Trading. WHAT YOU'LL GET TO DO Execute complex trades across various asset classes, ensuring precision and accuracy, efficiency, and best execution quality in a high-volume environment. Invest and manage on an on-going basis client accounts into advanced investment strategies across multiple custodial platforms. Proactively identify and mitigate trading risks, meticulously monitoring trade settlement, and resolving any trade discrepancies or errors with urgency. Ensure strict adherence to all regulatory requirements and firm policies, contributing to the development and implementation of best practices in compliance. Collaborate extensively with the trading team, taking initiative in standardizing trading procedures, optimizing workflows, and ensuring comprehensive trading coverage. Provide an unparalleled level of service for Advisors and their offices, acting as a primary point of contact for inquiries related to trades, cashiering, and portfolio performance, while proactively addressing any potential concerns. Contribute to the continuous improvement of trading operations, including the evaluation and integration of new technologies and methodologies. WHAT WE'RE LOOKING FOR IN TEAM MEMBERS 💪Executor You thrive in a fast-paced environment, capable of translating strategic vision into tangible results. You possess a strong bias for action, independently driving initiatives forward from conception to completion, and are adept at navigating complex details to achieve team objectives. 🔄 Accountable As a vital member of a lean, high-performing team, you demonstrate exceptional ownership and initiative. You are proactive in identifying and tackling challenges, seeing projects through to successful completion. You actively seek and provide constructive feedback, fostering a culture of continuous improvement and shared responsibility. 💁 Client-Centric You are dedicated to delivering an exceptional client (Advisor) experience, anticipating needs and proactively offering solutions. You approach every interaction with empathy and professionalism, ensuring clarity and ease for clients, and consistently seeking opportunities to exceed expectations. 🤝 Collaborative Partner You excel at building strong relationships across diverse teams and functions. You actively seek opportunities for cross-functional collaboration, valuing diverse perspectives and leveraging collective strengths to achieve superior outcomes. WHAT YOU HAVE 5+ years of trading experience at a TAMP (Turnkey Asset Management Program) or RIA (Registered Investment Advisor) in the wealth management industry, demonstrating a strong track record of success. Series 65 / 66 or other industry designations are strongly preferred, or ability to obtain within 90 days of hire. Strong working knowledge of major custodians like Charles Schwab and Fidelity. Extensive trading experience across a broad range of asset classes, including equities, ETFs, mutual funds, fixed-income, and structured notes. Proven expertise trading sleeves (UMAs) in a Trade Order Management system to implement complex investment strategies. Demonstrated ability to quickly learn and adapt to new technologies, with a passion for process improvement and efficiency gains. Experience trading within Orion's Eclipse is strongly preferred. Comprehensive understanding of compliance and risk management principles within a trading context. WHAT WE VALUE @ SIGNAL These are the values that drive how we operate and make decisions. 🌔 We're obsessed with finding a better way . Never settle for less. 🪄 We amaze every client, every time . A great company is built one client at a time. 🏃 We act with a sense of urgency . We use our best judgment to act urgently on the right things at the right time. 👀 We raise our level of awareness . Everything starts with awareness. We're curious and alert to what is happening around us. 🏈 We find inches everywhere around us . There are thousands of opportunities to make an impact. We take those opportunities and act. 🧭 We do the right thing . Sticking to the highest standard of integrity is not optional. 💪 We have strong opinions, loosely held . It's not about WHO is right, it's about WHAT is right. ❓ Simplicity is Genius. Simplicity doesn't just clarify; it makes things better for everyone. It's that simple. 🙏 Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone. 🪞 We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution. COMPENSATION & BENEFITS The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data. In addition to salary, our team members benefits include: Medical, vision, and dental coverage FSA or HSA-eligible health plans 3% 401k company contribution with no vesting period Paid parental leave for all parents Learning & Development stipend Wellness Programs Flexible vacation policy Dedicated sick days 10 company-wide holidays $500 for your home office setup Flexible, hybrid working environment Annual all-company retreat Competitive equity package based on on role and level Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap - you might just be the perfect person for one of our open roles, even if you don't fully match every requirement on the job description.
    $71k-120k yearly est. 60d+ ago
  • Customer Service Representative

    Flame 3.8company rating

    Finance service representative job in Warren, MI

    Looking for a customer service-oriented Customer Service Representative (CSR) to join our team. The ideal candidate will possess excellent customer service skills which include excellent communication, both verbal and written, and problem-solving skills. We are looking for a friendly, outgoing individual who enjoys working in a team environment. The ideal candidate must have a minimum of one year of call center experience and be comfortable working in a fast-paced environment. QUALIFICATIONS: *High School diploma or equivalent required; some college preferred *Strong data entry skills with attention to detail and accuracy with a t least 1 year call center experience *Must be able to pass a criminal background check and drug screening *Excellent phone etiquette and ability to communicate clearly and effectively *Proficient computer skills and ability to learn multiple new software *Ability to work in a fast-paced environment and handle high call volumes *Strong problem-solving skills and ability to build rapport with customers *Ability to stay calm and maintain a positive attitude even in challenging situations *30 WPM+ typing RESPONSIBILITIES: *Take calls and respond to customer inquiries in a a professional and timely manner *Able to communicate clearly with customers and employees in a professional manner both verbally and in writing *Provide accurate information about products, services and company policies *Ability to sit for long periods of time *Handle customer complaints when possible and resolve issues to ensure customer satisfaction *Perform data entry tasks to update customer records and maintain accurate documentation *Always keep the customer information confidential *Adhere to the attendance police of the Call Center *Other duties as assigned SCHEDULE: *Monday through Friday *Saturdays as needed Heartland Home Service is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $28k-35k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Joan Warner

    Finance service representative job in Farmington, MI

    Responsive recruiter Benefits: Flexible schedule Opportunity for advancement Training & development About Us Our office is a dynamic, fast-paced environment where no two days are the same. Phones are constantly ringing, clients are stopping by, and our team thrives on collaboration and energy. With over 33 years of combined experience, our close-knit team of 7 in-office professionals (plus 1 part-time remote team member) works together to deliver exceptional results. Why Join Us? We are looking for individuals who thrive in a busy, collaborative environment and enjoy being part of a team that supports one another and celebrates success. Position Overview: Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and 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. Compensation: $35,000.00 - $75,000.00 per year Ready to Launch Your Career? If you want to work in an environment that is fun, challenging, and rewarding, then Joan Warner - State Farm Agent may be the right fit for you! About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, and Retirement Planning. Our office is located in Farmington, MI. Our agency has received awards including: Ambassador Travel, Legion of Honor, and Golden Triangle We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $35k-75k yearly Auto-Apply 60d+ ago
  • Parts and Service and Circular Economy Data Officer

    FCA Us LLC 4.2company rating

    Finance service representative job in Auburn Hills, MI

    Mission: Transform data into actionable insights to drive performance, customer value, and operational efficiency across the global Parts & Services and Circular Economy organization Main Responsibilities: Data roadmap Define and implement the PSCE data vision and strategy supporting the business strategic goals and aligned with Functions & Regions objectives. Benchmark best practices Build and scale a high-performing data team to support the growing needs of PSCE. Data governance Establish data governance frameworks (policies, processes, roles, and standards) to ensure data quality, standardization, consistency, regulatory compliance and adequation to business needs in accordance with strategic priorities. Build and maintain data pipelines and products so Business teams can implement actionable insights to drive performance, customer value, and operational efficiency across the global PSCE organization (the data infrastructure, frameworks, monitoring are managed by ICT teams). Collaborate with AI & Data Ambassadors and Champions to align data initiatives with enterprise-wide AI strategies and community goals. Projects & Portfolio Support Prioritize, coordinate, and monitor data-related projects within the PSCE portfolio, ensuring alignment with strategic priorities. Drive quick wins and mid-term initiatives that demonstrate the tangible value of data-driven decision-making. Contribute to the continuous improvement of data tools, platforms, and processes to enhance efficiency and scalability. Supervise the below current projects: STELA Car Parc Calculation by country, region, and vehicle age based on new vehicle sales plans. Single Retention KPI: Standardize the calculation of the retention KPI and improve data robustness and relevancy Lux: sell-in reporting / sell-out internal reporting / sell-out dealer reporting Global PSCE Daily Report Other projects that could make sense to deep dive: Pricing process: use tech data to find the right equivalent part number and save time Pricing process: how to use market data to update price in dynamic mode and increase incremental margin Retention: how to get robust data? Lifetime value: how to measure the LTV of an after-sales customer? What is EV and ADAS penetration rate on parts sales? Innovation & Enablement Promote the use of advanced analytics, AI, and machine learning to optimize PS performance. Act as a key liaison between Functions, Regions, ICT and external partners on data-related topics. Support data literacy across the organization through training, communication, and tool adoption. Ensure active participation in the AI & Data Connect community to share insights, promote synergies, and contribute to upskilling and innovation activities. KPI Impact score: value generated from completed data initiatives Data-Driven Decision Rate: % of key business decisions supported by data insights. Data Quality Index: % improvement in data accuracy, completeness, and consistency over time Community-wide metrics or reporting mechanisms used in the AI & Data Connect framework
    $79k-115k yearly est. 3d ago
  • Part Time Associate Banker Novi, MI (30 hours)

    JPMC

    Finance service representative job in Novi, MI

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $41k-86k yearly est. Auto-Apply 60d+ ago
  • Associate Banker

    Lit Financial

    Finance service representative job in Troy, MI

    Job DescriptionThe Associate Mortgage Banker is responsible for conducting outbound calls, engaging with prospective clients, and generating qualified opportunities for the Mortgage Banking team. This role focuses on initiating conversations, building rapport, and identifying client needs so they can be transitioned to a licensed Loan Officer for consultation. This is an entry pathway into mortgage banking with a growth track to becoming a licensed Loan Officer. Key Responsibilities: Conduct a high volume of outbound dials to new leads, returned inquiries, past clients, and referral sources. Engage prospective borrowers to understand their goals, gather preliminary information, and assess level of interest. Warm up and nurture leads through consistent follow-up, clear communication, and relationship building. Document and track all call notes, client interactions, and lead movement in the CRM and lead management systems. Maintain a positive, professional, and customer-focused tone throughout conversations. Collaborate with the Mortgage Banker team on lead strategy, pipeline priorities, and outreach campaigns. Qualify the client and send their account information to Loan Officers to process their application Effectively communicate the benefits of our mortgage and products and services Work collaboratively with Loan Officers to ensure a smooth handoff of qualified leads Meet or exceed daily and weekly call quotas and performance metrics Qualifications Strong communication and conversational skills - confident, friendly, and patient on the phone. Comfortable with high call volume and repetitive outreach activities. Motivated by goals, performance metrics, and results. Ability to stay organized and consistent with follow-up. A positive attitude, coachability, and willingness to improve and grow. Experience in call center sales, customer outreach, cold calling, or inside sales. (preferred) Interest in developing a long-term career in mortgage or 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
    $41k-87k yearly est. 10d ago
  • Financial Services Representative - Full Time

    Security Credit Union 3.9company rating

    Finance service representative job in Waterford, MI

    Full-time Description Provides quality service to internal and external members' in-person and over the telephone. Performs all duties assigned to the teller and member services areas according to established policies and procedures. Essential Job Functions Maintain working knowledge of and aggressively promote credit union products/services at every opportunity, to include completing outbound calls, making referrals that result in new services to new/existing members. Complete Sales Plus logs. Perform duties necessary to order and maintain department office supplies and supplies in individual work area. Prepare workstation daily and keep workstation organized. Process mail distribution (incoming/outgoing). Train/mentor other credit union employees as directed. Maintain update of work status to supervisor as required. Balance daily. Perform operational duties and troubleshoot problems with department equipment. Report errors, abnormalities, and out of balance conditions to supervisor immediately. Correct all out of balance conditions as applicable. Perform office closing procedures. Maintain functional knowledge of online systems and all software used in the department, including the process to follow if the system goes down. Prepare reports, file, make photocopies/scans, and scan signature cards as required and assigned. Create new Excel reports and maintain current. Backup the duties of the head employee, and/or other functions as assigned by management. Perform all member service related duties, including but not limited to; opening/closing/changing of deposit accounts and regular/IRA certificates; issue, order new, close/renew, change/adjust, report travel requests, process balance transfer on Credit/Debit card accounts; processing of stop payments, copies, corrections, orders, and balancing checking accounts; safe deposit applications and member access; process electronic service requests, process and issue Visa or consumer loans, storage waivers; mortgage/home equity preliminary applications; process share to share or share to loan payment transfers; wire transfers; skip-a-payments; investigate account or card fraud and process any necessary paperwork and all member account related file maintenance requests according to procedures. Maintain working knowledge of; lending policy, loan approval guidelines, and other related laws and/or regulations; NADA values/resources, MLA and HMDA. Aggressively promote and sell the CUNA Mutual Lender Development Program to credit union members. Calculate loan term, rate, amount financed, and payment amount with all eligible insurance coverages. Assist members with Credit Life, Disability, Debt Protection, and GAP claims. Perform duties of membership officer and/or notary as assigned and according to procedures. Perform duties to; unlock/lock entrance doors; schedule/assume responsibility for member appointments; pull/review consumer credit reports and investigate disputes; process lien terminations; clean loan files; keep loan vault in order; review security title and tracking exception report; handle any CPI follow-up issues; loan verifications; youth program related activities; handle all office deliveries; and department assigned side jobs. Perform all teller related duties, including but not limited to; balance cash drawer, checks received, TCDs or TCRs, and other miscellaneous items; process member deposits, payments, withdrawals, check cashing, mail requests; , cashier checks, Visa/MasterCard cash advances, money orders, gift cards and other promotional items; scan checks and balance Check 21; open/close check printer and money order machine and instant issue machine; opening/closing of sub-accounts.; member deposit verifications. Maintain updated brochures in lobby; supply of brochures and ensure they are up-to-date; maintain and verify all required logs are completed; process night drop-box or in-office drop box transactions; and perform all member acknowledgement desk related duties. Perform other job-related duties as assigned. The list of essential job functions is not limited. It may be supplemented as necessary from time to time. Workplace Expectations Ensure prompt and courteous service is provided to all internal and external members/customers. Conduct work in a safe and healthful manner. Maintain thorough knowledge and understanding of credit union policies and procedures that are necessary for performing your job. Perform as part of a team and assist other employees and other departments as needed. Place documents that need to be shredded in the proper area for shredding. Maintain knowledge of and follow the established process for key control, security, and the security of all codes and procedures related to office security. Open and close office by disarming and arming alarms, as established procedures require. Maintain total working knowledge of department. Complete necessary logs. Maintain thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference & Guidelines, NACHA, BSA, and OFAC. Requirements Standards Perform all job tasks/functions as assigned and/or directed; according to compliance, policy, procedures and standards; use Service/Sales plus skills at all times; meet all cross-sell and productivity standards as set by management; and read/respond to all communications (voice mail/email/message board) communications in a timely fashion. Core Competencies Reasoning: apply rational method of problem solving to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, blueprint, or schedule form. Math: add, subtract, multiply, and divide all units of measure. Perform the four operations with like common and decimal fractions. Compute ratio, rate, and percent. Draw and interpret bar graphs. Perform arithmetic operations involving all American monetary units. Language - read a variety of books and magazines. Write reports and essays with proper format, punctuation, spelling, and grammar, using all parts of speech. Speak before an audience with poise, voice control, and confidence, using correct English and well-modulated voice. Position Specific Competencies Must have good keyboard skills. Must have good numerical, clerical, and communication skills. Must have good customer service skills and cross-selling ability. Must have the ability to work effectively with management and other staff. Must have the ability to deal effectively with people, and promote a team environment. Minimum Qualifications Education: A high school diploma or equivalent. Experience: Previous cash handling and customer service experience desired. Licenses/Certifications: Must attain all required licenses and/or certifications to perform duties of position. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands, fingers, talk, or hear. The employee is frequently required to sit, stand, and reach with hands and arms. The employee may occasionally lift up to 20 lbs. and/or exert force to move up to 50 lbs. Salary Description $18.28 to start
    $25k-32k yearly est. 3d ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in Ann Arbor, MI

    Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer Service Representative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person? Compensation: $17 - $20 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $17-20 hourly Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Joan Warner-State Farm Agent

    Finance service representative job in Farmington, MI

    Job DescriptionBenefits: Flexible schedule Opportunity for advancement Training & development About Us Our office is a dynamic, fast-paced environment where no two days are the same. Phones are constantly ringing, clients are stopping by, and our team thrives on collaboration and energy. With over 33 years of combined experience, our close-knit team of 7 in-office professionals (plus 1 part-time remote team member) works together to deliver exceptional results. Why Join Us? We are looking for individuals who thrive in a busy, collaborative environment and enjoy being part of a team that supports one another and celebrates success. Position Overview: Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand. Responsibilities: Forge enduring customer relationships and proactively follow up to ensure continued satisfaction. Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions. Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs. As an Agent Team Member, you will receive... 401K Hourly pay plus commission/bonus Health benefit stipend ($350/month) Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency $1000 signing bonus Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $26k-45k yearly est. 2d ago
  • Financial Representative Entry Level

    Wiegert District-Northwestern Mutual

    Finance service representative job in Troy, MI

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR be ethical, accountable, and respectful; Maximize OPPORTUNITY own your results, because each day counts; and Create IMPACT by positively influencing the lives of families, teammates, and our community. Located in the heart of Metro Detroit, our office is uniquely positioned to support professionals in one of the nations most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, youll play a key role in helping those who power Michigans economy plan for lasting financial security. We offer a culture that values growth, connection, and purposewith team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alexs Lemonade Stand Foundation, were committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it. Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI. Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor : **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of 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.
    $31k-62k yearly est. 6d ago
  • Financial Services Representative State Farm Agent Team Member

    Beth Shutko-State Farm Agent

    Finance service representative job in New Haven, MI

    Job DescriptionABOUT THE AGENCY: With two thriving locations in Lenox and Clinton Township, our agency is dedicated to providing exceptional service and personalized financial solutions. Led by a Walsh College Business Management graduate with over 26 years of experience in the Financial Services Industry, were a trusted name in the community and a top-performing agency within our company. Our team of 13 professionals enjoys a collaborative and supportive work environment, with benefits like health insurance, retirement plans, PTO, and a competitive compensation package. We take pride in our community involvement by participating in local events and sponsoring organizations to give back to those we serve. Joining our team means becoming part of a dynamic, goal-oriented agency that values both professional growth and community impact. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Beth Shutko - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: 401K Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency
    $26k-45k yearly est. 29d ago
  • Financial Representative State Farm Agent Team Member

    Julie Tourangeau-State Farm Agent

    Finance service representative job in Rochester, MI

    Job DescriptionBenefits: Bonus based on performance Company parties Health insurance Paid time off Profit sharing Training & development ROLE DESCRIPTION: As a sales team member with Julie Tourangeau State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field preferred. Must be able to obtain relevant 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
    $31k-62k yearly est. 16d ago

Learn more about finance service representative jobs

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

The average finance service representative in West Bloomfield, MI earns between $20,000 and $57,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in West Bloomfield, MI

$34,000

What are the biggest employers of Finance Service Representatives in West Bloomfield, MI?

The biggest employers of Finance Service Representatives in West Bloomfield, MI are:
  1. Michigan First Credit Union
  2. Security Credit Union
  3. Fidelity Holding
  4. Fidelity Investments
  5. Joan Warner
  6. Joan Warner-State Farm Agent
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