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  • Route Service Representative

    Wildman 4.2company rating

    Finance service representative job in Holland, MI

    Why Join Us? Impactful Role: Your work will directly contribute to our mission of "Changing Lives." Your efforts will make a significant difference to our clients' success. Competitive Compensation: Enjoy a base salary complemented by a weekly commission structure, along with opportunities for quarterly bonuses. As part of our incentive programs, you can aspire to be a Circle of Excellence Club or President's Club winner, which includes exclusive trips for two. Our attractive commission structure and unique perks are designed to reward your hard work and dedication. Growth Opportunities: We invest in your development with comprehensive training programs, mentorship, and clear paths for advancement. Supportive Culture: Be part of a collaborative team that values your ideas, fosters innovation, and encourages personal and professional growth. Work-Life Balance: Enjoy a healthy balance between your professional and personal life, along with additional benefits like our dream manager program that support your well-being. Training and Development: Benefit from a robust onboarding process and ongoing professional development opportunities to sharpen your skills and enhance your career. Typically, a four-day work week - Monday - Thursday Compensation: Training Wage: Base of $41,600. Once a route is assigned: Base of $41,600 + Commission. Typical compensation ranges from $55,000-$70,000 annually. Key Responsibilities: Execute delivery of new/clean products and pick up of used products daily in company truck Track customer inventory for correct delivery and billing using company provided handheld computer; assist in issues concerning route customers Customer focused; shows ability to create and demonstrate value to the customer Complete end of the day administrative tasks including unloading the truck and preparing for next day's route Actively drive customer retention and increase route revenue by expanding customer relationships Promotes a safe working environment and ensures compliance with all Company and regulatory requirements (DOT). Qualifications: Proactive & Motivated: You're a self-starter with a commitment to excellence and high standards. Communication Skills: Strong written and verbal communication skills are a must. Organizational Skills: Ability to manage priorities and workflow, demonstrating strong problem resolution skills. Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well. Team Player: Creative, flexible, and innovative with the ability to work independently and collaboratively. Tech Savvy: Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint). Ability to learn/navigate ERP system including usage on desktop and PDA. Education & Experience: High school diploma or General Education Degree (GED) required. (2-3 years driving/delivery, customer service, or sales experience preferred) Physical Requirements: This is a physical job. All ASRs must be able to lift 50 lbs. unassisted, and be able to stand, bend, stoop, squat, kneel, twist, lift, push and walk Must be able to safely drive a truck/step van with ease and be able to sit for extended periods of time while driving the delivery truck Exposure to outside air temperatures during all seasons, including extreme heat/humidity during summer months and extreme cold during winter season. Role Requirements: Requires a For-Hire Endorsement. Must pass and maintain a DOT physical and a drug/alcohol screening prior to employment. Must meet and maintain insurability requirements. MVR to be checked periodically. Possible background check or safety training needed for some client facilities. Ability to remain organized, multi-task and balance incoming customer requests/issues in a fast-paced environment 21 years of age or 3+ years of professional driving experience Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $55k-70k yearly 4d ago
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  • Route Service Representative

    Tekton 4.0company rating

    Finance service representative job in Grand Rapids, MI

    As a Route Service Representative, you are responsible for the profitable sales of Tekton tools in a given sales territory. Responsibilities • Operate a large, company-owned truck as our store on wheels • Make weekly sales calls to businesses whose employees purchase their own hand tools such as automotive repair, car dealerships, heavy duty truck repair, heavy equipment repair, factory maintenance departments, and aviation repair • Approach managers and owners with the intention of selling Tekton products to the business • Meet and exceed a set sales volume • Collect weekly accounts receivable from customers using Tekton's payment plan Indicators of a good match for this role • You are aligned with Tekton's philosophy, ways of thinking, and work style • You are enthusiastic and driven • You have strong communications skills • You are personable and enjoy building relationships • You can be both kind and firm • You are confident • You have exceptional values including honesty, integrity, and empathy Baseline qualifications • Familiar with professional hand tool use • Eligible to work in the United States without visa sponsorship Benefits package Full-time employees receive health, dental, vision, life, and hospital indemnity insurance; paid time off; a 401(k) program; and tuition reimbursement. Location and hours This is a full-time salaried plus commission position located in Grand Rapids, Michigan. This position requires long hours, sometimes into the evening. Direct supervisor Route Service Program Manager How to Apply ***************************************************************************************************************** About the department The Direct Sales and Support department manages the experiences users have with the Tekton brand and maintains our industry-leading reputation for impressive support. Behind the scenes, this team is also responsible for ensuring our point-of-sale systems run smoothly at events, schools, and on the Tekton Truck.
    $29k-46k yearly est. 4d ago
  • Sales Representative

    Denver Mattress

    Finance service representative job in Portage, MI

    Build a Career, Not Just a Job. At Denver Mattress, we don't just sell mattresses-we help people improve their lives through better sleep. We're looking for motivated, customer-focused individuals to join our team as Sales Representatives. With paid training, career growth opportunities, and a customer-first approach to sales, this is your chance to launch a career you can be proud of. Why You'll Love Working Here $700 / week Paid training guaranteed income while you learn Commission + bonus opportunities after training Promotions only from within - based on performance, not tenure Medical, dental, and vision benefits 401(k) retirement plan + Earn paid time off (PTO) starting your 1st day Additional bonus and cash rewards Supportive team environment with experienced managers who invest in your success and future Compensation: Average annual pay ranges from $45,000 - $55,000+, with unlimited earning potential based on performance. What You'll Do Greet customers and guide them through their buying journey Learn and master product knowledge to educate customers with confidence Deliver a customer-focused, consultative sales approach (no high-pressure tactics) Set and achieve personal and team goals Work alongside managers to gain leadership and operational experience Help maintain store standards, promotions, and displays What We're Looking For You don't need sales or mattress experience to succeed here-our best team members come from customer service, hospitality, retail, restaurants, and more. What matters most is: A drive to succeed and set goals A positive, coachable attitude Integrity and commitment to excellent customer service Willingness to work evenings, weekends, and holidays as needed Advancement Opportunities Sales Representatives who demonstrate strong performance and leadership can progress into management roles. Many of our managers started exactly where you are today. Apply Today! Take the first step toward a rewarding career where your hard work pays off. Join Denver Mattress and see how far you can go! PandoLogic. Keywords: Sales Representative, Location: Portage, MI - 49002
    $45k-55k yearly 18h ago
  • Customer Service Representative

    Axios Professional Recruitment

    Finance service representative job in Grand Rapids, MI

    Axios Professional Recruitment is proud to partner with a respected independent insurance agency in Grand Rapids that is actively seeking a Personal Insurance Customer Service Representative. This is a great opportunity for someone who is detail-oriented, service-minded, and passionate about helping people navigate their insurance needs. Responsibilities: Provide responsive, accurate, and friendly service to clients regarding their personal insurance policies Assist clients with policy changes, coverage questions, billing inquiries, and claims support Serve as a liaison between clients and insurance carriers such as Safeco, Progressive, American Modern, Aegis, National General, and PURE Maintain accurate and up-to-date customer records in accordance with HIPAA and agency standards Identify opportunities to enhance coverage or improve client satisfaction through proactive service Collaborate with team members to ensure a seamless customer experience Qualifications: 2+ years of experience in personal insurance customer service Strong interpersonal and communication skills, both written and verbal Excellent organizational and problem-solving abilities Demonstrated commitment to customer satisfaction and relationship building Comfortable using modern technology and insurance management systems Able to manage multiple tasks efficiently and independently Axios Professional Recruitment - an entirely employee-owned company - is the largest independent employer in West Michigan. Our mission is to match people with meaningful, long-lasting, and enjoyable careers, not just a job. Since 1988, we've helped match over 300,000 people just like you with top employers across West Michigan. Good luck, we look forward to reviewing your application! Your friends at Axios Professional Recruitment
    $27k-36k yearly est. 3d ago
  • Representative, Customer Service - Skilled

    Dexian

    Finance service representative job in Portage, MI

    Provides customer services relating to sales, sales promotions, installations and communications. Ensures that good customer relations are maintained and customer claims and complaints are resolved fairly, effectively and in accordance with the consumer laws. Develops organization-wide initiatives to proactively inform and educate customers. Develops improvement plans in response to customer surveys. This position requires knowledge that is acquired through experience, specialized education or training. The role has clearly defined procedures and tasks as well as defined guidelines to aid in decision making. The job requires a basic understanding of work routines and procedures in own discipline. The technical procedures for this level are well defined. The job works within well-defined procedures that may involve a variety of work routines. This job typically requires a minimum of 2 or more years experience. Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit ******************** Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
    $27k-35k yearly est. 4d ago
  • Customer Service Representative

    Creative Financial Staffing 4.6company rating

    Finance service representative job in Grand Rapids, MI

    Pay: $20/hour Schedule: Full-time Schedule Training (first 2 weeks): Monday-Friday, 8 AM-4 PM (in-office) Ongoing schedule: Monday-Friday, 12 PM-8 PM (in-office) About the Company Join a growing communications technology company based in Grand Rapids that provides equipment and customer support nationwide. The culture is laid-back and fun - the team enjoys outings like escape rooms, skydiving adventures, and Halloween contests. Every other Friday features catered lunches, plus free snacks in the office. Top performers are recognized monthly with Employee of the Month awards, earning perks like a reserved parking spot, a massage coupon, or a $250 Amazon gift card. The dress code is business casual (jeans welcome). Responsibilities Phone Support Handle ~50 calls per day (depending on volume) Troubleshoot issues, process updates, and make group changes Document each interaction using the Interactions Tracker to identify trends and improve service Send review requests to satisfied customers Email Support Respond to customer inquiries via email as needed Log email interactions in the tracker and send follow-up review requests Team Support Assist the fulfillment team during slower call times Qualifications Minimum Requirements Strong phone communication and customer service skills Excellent written communication Fluent in English No prior experience required - candidates with retail or customer-facing backgrounds often excel in this role #INOCT2025 Customer Service Representative Customer Service Representative Customer Service Representative Customer Service Representative Customer Service Representative Customer Service Representative Customer Service Representative
    $20 hourly 10h ago
  • Part Time Associate Banker Grand Rapids N Michigan (30 hours)

    Chase 4.4company rating

    Finance service representative job in Grand Rapids, MI

    We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $36k-87k yearly est. Auto-Apply 60d+ ago
  • Part Time Associate Banker Grand Rapids N Michigan (30 Hours)

    JPMC

    Finance service representative job in Grand Rapids, MI

    We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $38k-81k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Chad Heeter-State Farm Agent

    Finance service representative job in Battle Creek, MI

    Job DescriptionBenefits: Hiring bonus 401(k) matching Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our Battle Creek office has been in operation since January 1, 2017, celebrating eight years of growth, while our Marshall office opened on July 1, 2024. Our team consists of 7 dedicated members in Battle Creek and 5 in Marshall, along with the agent. I am a proud graduate of Mattawan High School (2006), Ferris State University, and Grand Valley State University, where I earned a business degree in 2010. Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. We offer a competitive matching 401k, flexible hours and a hiring bonus as perks for our employees. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Chad Heeter - 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 currently hold relevant financial service licenses (Life/Health, SIE, Series 6/63/65) Sound knowledge of financial service products. 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
    $26k-43k yearly est. 10d ago
  • US Private Bank- Private Banker- 2026 ReEntry Program 2026

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Grand Rapids, MI

    JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Join a team delivering premiere service to high net worth clients through holistic financial advisement. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills * Three plus years of previous work experience in Private Banking or Financial Services * Bachelor's Degree required; MBA, JD, CFA, or CFP preferred * Proven sales success and strong business acumen * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills * Proactive, takes initiative, and uses critical thinking to solve problems * Strong community presence with an established network * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $32k-70k yearly est. Auto-Apply 55d ago
  • Personal Closing Representative

    Transnation Title Agency 3.8company rating

    Finance service representative job in Grand Rapids, MI

    Job Description About us Transnation Title Agency is a leading provider of real estate title services dedicated to delivering exceptional results and customer satisfaction. Committed to accuracy, efficiency, and integrity, we strive to exceed our clients' expectations in every transaction. Our employees are our most valuable asset. We foster a collaborative and inclusive work environment where every team member is valued, respected, and empowered to reach their full potential. Job Summary We are currently looking for an enthusiastic Personal Closing Representative to join our Team. As a Personal Closing Representative, you'll be at the heart of the action, processing title orders and documentation for real estate transaction closings where we provide title insurance. You'll thrive in a team environment, collaborating with awesome colleagues. We're seeking someone with a positive attitude and passion for going above and beyond to delight our customers. This job is perfect if you're dedicated, energetic, and ready to make a difference! Responsibilities and Duties Typical duties of the position may include: Review necessary surveys; compare property descriptions on title commitments to surveys, purchase agreements, and other legal documents to ascertain their accuracy and completeness. Perform all processing on escrow files to ensure the company can meet the customer's closing deadlines and provide title insurance on the transactions. Log all specific file information and track the status of the file's documentation within the company's electronic filing system. Provide proactive communication with customers to foster a seamless transaction as well as a long-term business relationship with customers Processes escrow files to ensure the company can meet the customer's closing deadlines and provide title insurance on the transactions. Coordinate closings times and dates with all parties involved in transaction. Monitor, answer, and/or direct customer service emails and calls. Reliable Transportation. Regular and physical attendance at the workplace location The Personal Closing Representative may be assigned additional tasks in support of the department's goals. Qualifications and Skills Proficient in Microsoft Office, email programs, and other web-based programs. Ability to type a minimum of 50 wpm accurately. Ability to effectively and professionally communicate while handling both positive and negative situations. Analytical ability is sufficient to perform varied tasks of limited complexity. Attentive to details and able to follow instructions. Dependable and reliable. Ability to function as a team player in a fast-paced environment Maintains privacy and confidentially of company information, as well as customers and co-workers. Strong organization skills Education: A high school diploma or the recognized equivalent is required. Experience: A minimum of one year of experience in the real estate/ lending or banking industry is preferred but not required, or an equivalent combination of education and experience. Licenses: Michigan Producer's Licenses. Valid Drivers License Company Perks Paid time off Paid holidays Paid Birthday off Flexible work schedule Employee Assistant Program for employees and family members. Employee Development Program Scholarship Program Benefit programs Multiple Medical plans Dental Coverage Vision Coverage Telemedicine benefits 401(k) retirement plan with company match Flex spending program. Health spending account Company paid Life, LTD, and STD Voluntary Life Coverage MetLife - Supplemental Insurance
    $26k-34k yearly est. 13d ago
  • Financial Services Representative - State Farm Agent Team Member

    Ben Vanbiesbrouck-State Farm Agent

    Finance service representative job in Spring Lake, MI

    Do you have aspirations to run your own business? If so, you may want to consider working in the office of Ben Vanbiesbrouck - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Salary plus commission/bonus Valuable experience Growth potential/Opportunity for advancement in my agency Learning to market property/casualty, life, health and bank products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively 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. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process
    $26k-42k yearly est. 13d ago
  • Student Financial Services Representative

    Kalamazoo Valley Community College 4.3company rating

    Finance service representative job in Kalamazoo, MI

    Are you an administrative support professional who wants to join a team that plays a critical role in serving the greater Kalamazoo community? Would you like to work with students in helping them attain their educational dreams? If so, Kalamazoo Valley Community College may have a great opportunity for you. About Us Kalamazoo Valley Community College is a comprehensive, fully accredited, public, two-year college in Kalamazoo, Michigan. We offer associate degrees in more than 60 areas of study and 50 certificate programs. Kalamazoo Valley Community College creates innovative and equitable opportunities that empower all to learn, grow, and thrive. About the Opportunity Kalamazoo Valley Community College is seeking a full-time Student Financial Services Representative. The individual in this position will seek to create a collaborative partnership between students and financial aid staff. The aim is to ensure that students feel welcomed to ask their financial aid questions and share their plans/concerns authentically, in an environment designed to be responsive and supportive. This position will support several aspects of the college's strategic plan, including providing holistic student support and the processing of VA Benefits. Characteristic Responsibilities and Duties * Answer financial aid phone calls and emails, see students at the counter, and process paperwork. * Assist financial aid applicants with the financial aid process and veterans with veteran benefit applications. * Notify student financial aid applicants of information needed to complete financial aid files. * Assist aid recipients with program requirements and process VA benefit paperwork/applications, as needed. * Track, update, and maintain student financial aid and VA benefit files within the financial aid office. * Complete special and ongoing projects/tasks/responsibilities (such as work-study placement and monitoring, assist with America Reads position development, review student holds, complete housing/enrollment verification paperwork, and assist with Pell reconciliation). * Enter data into assigned computer systems (Banner, Salesforce, VA OneSource, NSLDS, etc). * Type standard forms, letters, and other mailings. * Taking payments for student accounts, helping students set up payment plans, and help students set up refund options. * Occasional outreach events and Tuesday Nights until 7pm. Minimum Qualifications: Appropriate education, training, experience and talents are required. An example of this would be an Associate degree in an appropriate field and the equivalent of two years of general office work. Preferred Qualifications and Experience: Physical Demands: Work Hours: Core Business Hours: Monday-Friday 8:00 am - 5:00 pm; Tuesdays 10:00 am - 7:00 pm on rotational basis. Posting Date 01/14/2026 Closing Date: Special Instructions to Applicants: Please apply online at jobs.kvcc.edu. This position will remain posted until filled, however, priority consideration will be given to applications received by January 28, 2026. EEO Statement As an employer, Kalamazoo Valley encourages, welcomes, and fosters differences because we believe that diversity makes us great. It is the policy of Kalamazoo Valley Community College not to discriminate on the basis of race (including traits associated with race such as hair texture and protective hairstyles), religion, color, national origin/ethnicity, sex, sexual orientation, gender identity, gender expression, pregnancy, disability, genetic information, age, height, weight, familial status, veteran status, marital status, citizenship, or any other status or characteristic protected by law, in its programs, services, employment or activities. All qualified applicants will be given equal opportunity and consideration for employment; please consider joining us as we empower all to learn, grow and thrive. Prior to a job offer, candidates will be required to complete a criminal record background check. For some positions, a credit history investigation will also be required. Information gathered will be used for job-related purposes to the extent permitted by applicable law and will not result in an automatic disqualification from an employment opportunity.
    $21k-25k yearly est. 11d ago
  • Financial Services Specialist

    Grand Rapids Public Schools 3.2company rating

    Finance service representative job in Grand Rapids, MI

    To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described. Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the , but which may be reasonably considered to be incidental in the performing of their duties just as though they were written out in this job description. GRPS MISSION: Our mission is to ensure that all scholars are educated, self-directed and productive members of society. Department: Financial Services Unit: Professional and Administrative Exempt Wage: Compensation range listed is based on an average 1-15 years of experience, as determined by Human Resources. Direct Supervisor: Director of Budget & Accounting JOB SUMMARY The Financial Services Specialist is a member of the Business Division and works with other team members to provide timely and accurate financial budgeting, accounting, and reporting for the district. The position provides quality services in an efficient, timely and professional manner to a variety of internal and external customers. ESSENTIAL JOB FUNCTIONS Essential functions under the Americans with Disabilities Act may include any of the following duties, knowledge, and skills. This list is illustrative only and is not a comprehensive listing of all functions and duties performed by employees in this position. Regular on time and in person attendance is an essential function of this job. Other essential functions may include, but are not limited to the following: • Initiate and coordinate the completion of monthly financial statements. Analyze monthly financial information and reports. Initiate, analyze and prepare reports to explain significant variances in anticipated balances. • Forecast budget revenues and expenditures and recommend budget revisions. Prepare budget projections, revisions, and adjustments in accordance with changes in program cost allocations, projections, and established procedures. Prepare and maintain budget and account work papers, adjustments, and other financial reports • Assist in development of salary schedules and cost analysis for contract changes and cost analysis for negotiation projections and budgeting. • Communicate financial information to senior management. Assist in understanding financial implications of options, situations, and decisions. Prepare detailed cost/benefit analysis for district programs, including new initiatives and programs. • Act as liaison to various control officers, providing financial information and direction. • Coordinate a comprehensive financial training program for control officers. Provide information and training to control officers. Assist control officers and program directors in the preparation of budget, expenditures, and fund transfers. • Initiate and coordinate the monitoring and analyzing of all budgets to ensure that expenditures do not exceed authorized levels. Ensure that financial records are accurate, and transactions are properly documented. • Monitor general ledger, staffing, board paid benefits, and other issues in accordance with budget allocations and established policies and procedures. • Promote fiscal responsibility within the district's operations. • Create and update internal audit plan. Test the operation of the design of existing financial controls and recommend modifications as needed. • Assist in the development of the annual budget projections for all sites, programs, and departments. • Assist in the preparation of annual financial statements and financial reports for the State of Michigan, including the Michigan Department of Education (MEGS+, Nexsys, CMS) and Center for Educational Performance and Information. • Compile and analyze year end work papers, adjustments, reconciliations, and other year-end activities. • Provide leadership and support to Accounts Receivable, Accounts Payable, and Financial Services Coordinators. • Coordinate the development and preparation of various internal and external reports, including reporting for granting agencies. • Maintain and cultivate a master inventory of our business procedures, practices, and processes. • Assist in the coordination of the implementation and on-going maintenance of the district system software in the financial, payroll, and human resources areas. Act as a liaison between the Business Office, Payroll, Management Information Systems and Human Resources. • Coordinate and review the preparation and timely issuance of billings to appropriate outside entities. • Coordinate the district's banking and investment needs. Preparation of a cash flow projection to anticipate borrowing needs and available funds for investments. Ensure sufficient funds are available to cover operations, debt repayment and capital investments needs. Maintain an efficient system of procedures that adequately control and protect district funds. Act as a liaison with the district's banking and investment institutions. • Consistently demonstrate dependable attendance and punctuality. • Other duties as assigned. QUALIFICATIONS Required Education and Experience: • Bachelor's degree in Business Administration with an emphasis in Accounting or Finance. • Minimum of 3 years' demonstrated experience in a finance role related to school finance. Knowledge, Skills, and Abilities: • Proven leadership ability and excellent communication skills. • Familiarity with federal and state restricted program grant principles/procedures for legal requirements, comparability guidelines, allowable costs, financial reporting, budgeting, grant management, indirect cost allocations, and reimbursement. • Demonstrated ability to perform budget forecasting and planning. • Demonstrated ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and government regulations. • Demonstrated ability to write reports, business correspondence, and procedures. • Demonstrated ability to define problems, collect data, establish, and analyze facts and draw valid conclusions. • Demonstrated ability to foster teamwork and provide training. • Proven ability to handle multiple projects concurrently and to prioritize responsibilities. • Proficiency in use of personal computers including spreadsheet software, database applications, and word processing software. • Ability to work comfortably in other business and scholar accounting technology platforms. • Proven ability to provide excellent customer service to a variety of customers. • Proven ability to work with confidential information. • Proven ability to make decisions and act independently. • Ability to work in a multi-cultural environment. • Excellent organizational and problem-solving skills. ADA REQUIREMENTS The physical demands, work environment factors, and mental functions described below 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. PHYSICAL DEMANDS While performing the duties of this job, the employee is required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl, talk, hear (in a quiet or noisy environment). Specific vision abilities required by this job include close vision, distance vision, and ability to adjust/focus. WORK ENVIRONMENT The noise level in the work environment is usually moderate. MENTAL FUNCTIONS While performing the duties of this job, the employee is required to compare, analyze, communicate both orally and in writing, copy, coordinate, instruct, compute, synthesize, evaluate, use interpersonal skills, compile, and negotiate. Non-Discrimination The Grand Rapids Public Schools will not discriminate against any person based on race, sex, sexual orientation, gender, gender identity and expression, height, weight, color, religion, national origin, age, marital status, pregnancy, disability, veteran, or military status. Americans with Disabilities Act accommodations: Assistance with the application process may be requested through the Human Resources Department at ************** or ***********************.
    $22k-28k yearly est. 42d ago
  • NHBP Tribal Citizen Resume Bank

    Nottawaseppi Huron Band of The Potawatomi 3.6company rating

    Finance service representative job in Grand Rapids, MI

    The NHBP Tribal Government is committed to employing NHBP Tribal Members whenever possible. This commitment is an essential part of sustaining the integrity of our Nation as a self-governing sovereign entity. The NHBP Citizen Resume Bank was created to support this goal by establishing a centralized skills bank that helps Human Resources match Tribal Members with opportunities across the Tribal Government. While submitting a resume does not guarantee selection or immediate placement, it does allow Human Resources to better understand the education, skills, experience, and career interests that exist within our Membership. This process enhances our ability to make informed recruitment decisions and strengthens our efforts to prioritize NHBP Tribal Member employment in accordance with our Tribal Code and Selection Policy. The Resume Bank also supports key objectives of the NHBP Strategic Plan by promoting workforce development, expanding internal mobility, and strengthening pathways to Tribal Member employment. By gaining greater insight into the strengths and aspirations of our Tribal citizens, Human Resources can more intentionally align talent with long-term organizational goals. As part of this initiative, Human Resources may work directly with candidates to identify any skill or experience gaps that could impact eligibility for certain roles. Through targeted support and guidance, we aim to promote workforce development, support internal mobility, and help Tribal Members prepare for future opportunities. In doing so, we continue building a workforce that reflects the values, strengths, and long-term vision of the NHBP Community.
    $27k-42k yearly est. 60d+ ago
  • Commercial Banking Specialist

    Old National Bank 4.4company rating

    Finance service representative job in Grand Rapids, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Commercial Banking Support Specialist that will support assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Support Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Salary Range The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Assists with Commercial Support and Administrative Needs Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. Point of contact for clients-puts the client at the center of all decisions; takes actions to create a high level of service to internal and external clients; makes and maintains long-term relationships with clients. Conducts research and organizes outreach for business development activities. Understands and complies with all applicable compliance rules and regulations. Resolve client issues by seeking to identify what caused the issue and working collaboratively with the relevant Bank Partners. Assists with Depository Process Gathers items needed to open commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Loan Process Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. Reviews and manages open applications in CML for assigned RMs. During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). Coordinates loan closings and attends loan closings to perform Notary services. Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Portfolio and Credit Administration Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. Tracks upcoming loan maturities and contacts clients to request financial information as needed. Assists in clearing past due financials, post-closing exceptions, and trailing documents. Qualifications and Education Requirements Associate's degree in Administrative Services/Business or equivalent experience required. Minimum three years of administrative and/or banking experience preferred; 1+ years of experience working with commercial processes. Ability to communicate with clients and key decision makers effectively and independently. Strong working knowledge of Microsoft Word and Excel. Priority focus on providing excellent service to RMs, Clients and Bank Partners. Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. Appropriate attention to detail and organizational skills. Able to adapt and manage changing priorities and deadlines. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Head of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 5d ago
  • Virtual Banker

    Union Bancshares of Benton Inc. 4.1company rating

    Finance service representative job in Lake Odessa, MI

    is based on site at our location in Lake Odessa, MI. This is not a remote role.* The Virtual Banker will engage with customers in a blended contact center environment consisting of telephone, interactive video, web chat, secure mail and online banking interactions. By using job knowledge and the information available, makes every effort to answer the customer's question/solve the problem. Educates the customer about Bank products and services, and cross-sells other products based on the customer's needs. These functions will range from basic to hard in complexity. Virtual Bankers strive to provide best in class customer experiences by personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. Virtual Bankers will work as part of a team under the direction of the Contact Center Manager and Contact Center Team Lead. The representative will be responsible for supporting department objectives through direct customer interactions, adhering to quality standards, and performing administrative tasks. Essential Functions Customer Service & Account Opening Provide exceptional customer service through quality conversations and timely communications. Conducts work in a Video Conference environment and in a variety of computer programs including Microsoft Office Suite, Mitel phone systems, Jack Henry Platform Video Conferencing System and others. Ethically conducts operational tasks related to protecting customer and bank assets and related to regulatory compliance, including properly documenting account opening, completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. Protects all customer information and bank trade secrets and business records as confidential, and follows all company policies for communication with clients, vendors and associates. Provide front-line customer support through multiple service requests or inquiries submitted through email, Secure Mail, Web Chat or other Digital Banking Channels. Process customer support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc. Perform all tasks necessary to establish new accounts: Perform all due diligence required for new accounts, process applications, and deliver fulfillment materials, and upload approved accounts. Maintain a personally professional and presentable appearance in all internal and external customer interactions. Be fully proficient in the video banking system and online banking tasks. Engage with customers in a professional and friendly manner while providing a positive brand experience during each customer interaction. Maintains current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Employee Handbook policies; and Operations, Audit, and Security policies, through regular and thorough training. Assist with troubleshooting and issue resolution tasks associated with the Video Banking system and liaise appropriately with Contact Center Management, branch, operations, and IT staff in problem identification and resolution. Work with individuals in other departments (retail branches, deposit operations, online banking, and customer relations) to address Universal Banker and Call Center customer service issues and escalations. Regular attendance is required, working at the worksite during regular contact center business hours and/or assigned hours including evenings and weekends. Must have the ability to effectively cross-sell bank products and services. Collaborates with team members during times of excess workload to pick up overflow. Other duties as assigned from time to time by the Contact Center Manager or Contact Center Team Lead. Operational Excellence Responsible for knowing and adhering to appropriate security and emergency procedures. Keep customer information in a secured area at all times while maintaining an organized work station. Maintain knowledge of the bank's policies and procedures. Help coordinate branch document retention and destruction in accordance with the bank's policies and procedures. Sales & Referrals Consistently meet or exceed sales referrals, as set by management. Proactively work to deepen both new and existing customer relationships through cross-sell opportunities. Engage in consultative discussions with customers through the new account opening process to understand their financial picture and recommend products and services that best align with meeting their needs. Actively involve yourself in sales meetings and staff meetings. Maintain a thorough understanding of all Retail products and services offered. Have a good understanding of the bank's IRA (Traditional & Roth) and HSA offerings, including tax benefits, contributions and distributions. Other Functions Other duties/projects as assigned Familiar with and abides by all bank regulations including but not limited to BSA/AML and OFAC Working Conditions of the Job Stationed at desk 95% of working time. No unusual physical exertion required. No particular hazards on the job. Requirements Job Qualifications Familiarity with banking products and services. Ability to communicate effectively in person, on-screen, over the phone and in writing. Ability to solve problems while working directly with external and / or internal customers. Familiarity and high comfort level with a variety of electronic forms of communication -- phone, video, social media, email, etc. Strong attention to detail and ability to complete work accurately. Proficient in basic office skills/equipment, including computer, email, ten-key calculator, copier, scanner/fax, typing, telephone, organization systems, and Microsoft Office suite of products. Above average ability to think logically in order to analyze situations, resolve problems, and make sound decisions. Ability to handle multiple tasks simultaneously. Proficient at working with multiple computer and software systems. Good interpersonal communication. Good organization and time management skills. Ability to listen and develop/suggest solutions to problems. Ability to retain confidential information. Willingness to work flexible hours. Education & Work Experience High school diploma or equivalent. 1 year Customer Service, Retail banking or equivalent experience. Experience with using Onboard deposit software system, preferred. EEO Statement Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated. This does not list all of the duties of the job. Other duties and responsibilities may be assigned. This may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.
    $27k-43k yearly est. 12d ago
  • Financial Services Specialist

    Grand Rapids Public Schools 3.2company rating

    Finance service representative job in Grand Rapids, MI

    To perform this job successfully, an individual must be able to perform the essential job functions satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions herein described. Since every duty associated with this position may not be described herein, employees may be required to perform duties not specifically spelled out in the , but which may be reasonably considered to be incidental in the performing of their duties just as though they were written out in this job description. GRPS MISSION: Our mission is to ensure that all scholars are educated, self-directed and productive members of society. Department: Financial Services Unit: Professional and Administrative Exempt Wage: Compensation range listed is based on an average 1-15 years of experience, as determined by Human Resources. Direct Supervisor: Director of Budget & Accounting JOB SUMMARY The Financial Services Specialist is a member of the Business Division and works with other team members to provide timely and accurate financial budgeting, accounting, and reporting for the district. The position provides quality services in an efficient, timely and professional manner to a variety of internal and external customers. ESSENTIAL JOB FUNCTIONS Essential functions under the Americans with Disabilities Act may include any of the following duties, knowledge, and skills. This list is illustrative only and is not a comprehensive listing of all functions and duties performed by employees in this position. Regular on time and in person attendance is an essential function of this job. Other essential functions may include, but are not limited to the following: * Initiate and coordinate the completion of monthly financial statements. Analyze monthly financial information and reports. Initiate, analyze and prepare reports to explain significant variances in anticipated balances. * Forecast budget revenues and expenditures and recommend budget revisions. Prepare budget projections, revisions, and adjustments in accordance with changes in program cost allocations, projections, and established procedures. Prepare and maintain budget and account work papers, adjustments, and other financial reports * Assist in development of salary schedules and cost analysis for contract changes and cost analysis for negotiation projections and budgeting. * Communicate financial information to senior management. Assist in understanding financial implications of options, situations, and decisions. Prepare detailed cost/benefit analysis for district programs, including new initiatives and programs. * Act as liaison to various control officers, providing financial information and direction. * Coordinate a comprehensive financial training program for control officers. Provide information and training to control officers. Assist control officers and program directors in the preparation of budget, expenditures, and fund transfers. * Initiate and coordinate the monitoring and analyzing of all budgets to ensure that expenditures do not exceed authorized levels. Ensure that financial records are accurate, and transactions are properly documented. * Monitor general ledger, staffing, board paid benefits, and other issues in accordance with budget allocations and established policies and procedures. * Promote fiscal responsibility within the district's operations. * Create and update internal audit plan. Test the operation of the design of existing financial controls and recommend modifications as needed. * Assist in the development of the annual budget projections for all sites, programs, and departments. * Assist in the preparation of annual financial statements and financial reports for the State of Michigan, including the Michigan Department of Education (MEGS+, Nexsys, CMS) and Center for Educational Performance and Information. * Compile and analyze year end work papers, adjustments, reconciliations, and other year-end activities. * Provide leadership and support to Accounts Receivable, Accounts Payable, and Financial Services Coordinators. * Coordinate the development and preparation of various internal and external reports, including reporting for granting agencies. * Maintain and cultivate a master inventory of our business procedures, practices, and processes. * Assist in the coordination of the implementation and on-going maintenance of the district system software in the financial, payroll, and human resources areas. Act as a liaison between the Business Office, Payroll, Management Information Systems and Human Resources. * Coordinate and review the preparation and timely issuance of billings to appropriate outside entities. * Coordinate the district's banking and investment needs. Preparation of a cash flow projection to anticipate borrowing needs and available funds for investments. Ensure sufficient funds are available to cover operations, debt repayment and capital investments needs. Maintain an efficient system of procedures that adequately control and protect district funds. Act as a liaison with the district's banking and investment institutions. * Consistently demonstrate dependable attendance and punctuality. * Other duties as assigned. QUALIFICATIONS Required Education and Experience: * Bachelor's degree in Business Administration with an emphasis in Accounting or Finance. * Minimum of 3 years' demonstrated experience in a finance role related to school finance. Knowledge, Skills, and Abilities: * Proven leadership ability and excellent communication skills. * Familiarity with federal and state restricted program grant principles/procedures for legal requirements, comparability guidelines, allowable costs, financial reporting, budgeting, grant management, indirect cost allocations, and reimbursement. * Demonstrated ability to perform budget forecasting and planning. * Demonstrated ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and government regulations. * Demonstrated ability to write reports, business correspondence, and procedures. * Demonstrated ability to define problems, collect data, establish, and analyze facts and draw valid conclusions. * Demonstrated ability to foster teamwork and provide training. * Proven ability to handle multiple projects concurrently and to prioritize responsibilities. * Proficiency in use of personal computers including spreadsheet software, database applications, and word processing software. * Ability to work comfortably in other business and scholar accounting technology platforms. * Proven ability to provide excellent customer service to a variety of customers. * Proven ability to work with confidential information. * Proven ability to make decisions and act independently. * Ability to work in a multi-cultural environment. * Excellent organizational and problem-solving skills. ADA REQUIREMENTS The physical demands, work environment factors, and mental functions described below 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. PHYSICAL DEMANDS While performing the duties of this job, the employee is required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl, talk, hear (in a quiet or noisy environment). Specific vision abilities required by this job include close vision, distance vision, and ability to adjust/focus. WORK ENVIRONMENT The noise level in the work environment is usually moderate. MENTAL FUNCTIONS While performing the duties of this job, the employee is required to compare, analyze, communicate both orally and in writing, copy, coordinate, instruct, compute, synthesize, evaluate, use interpersonal skills, compile, and negotiate. Non-Discrimination The Grand Rapids Public Schools will not discriminate against any person based on race, sex, sexual orientation, gender, gender identity and expression, height, weight, color, religion, national origin, age, marital status, pregnancy, disability, veteran, or military status. Americans with Disabilities Act accommodations: Assistance with the application process may be requested through the Human Resources Department at ************** or ***********************.
    $22k-28k yearly est. 41d ago
  • Part Time Associate Banker Grand Rapids (30 Hours)

    JPMC

    Finance service representative job in East Grand Rapids, MI

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $38k-81k yearly est. Auto-Apply 60d+ ago
  • Commercial Banking Specialist

    Old National Bank 4.4company rating

    Finance service representative job in Grand Rapids, MI

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Commercial Banking Support Specialist that will support assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Support Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: * Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) * Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients * Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service * Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) * Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures * Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center * Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated * Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Salary Range The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Assists with Commercial Support and Administrative Needs * Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. * Point of contact for clients-puts the client at the center of all decisions; takes actions to create a high level of service to internal and external clients; makes and maintains long-term relationships with clients. * Conducts research and organizes outreach for business development activities. * Understands and complies with all applicable compliance rules and regulations. * Resolve client issues by seeking to identify what caused the issue and working collaboratively with the relevant Bank Partners. Assists with Depository Process * Gathers items needed to open commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. * Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Loan Process * Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). * Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. * Reviews and manages open applications in CML for assigned RMs. * During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). * Coordinates loan closings and attends loan closings to perform Notary services. * Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Portfolio and Credit Administration * Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. * Tracks upcoming loan maturities and contacts clients to request financial information as needed. * Assists in clearing past due financials, post-closing exceptions, and trailing documents. Qualifications and Education Requirements * Associate's degree in Administrative Services/Business or equivalent experience required. * Minimum three years of administrative and/or banking experience preferred; 1+ years of experience working with commercial processes. * Ability to communicate with clients and key decision makers effectively and independently. * Strong working knowledge of Microsoft Word and Excel. * Priority focus on providing excellent service to RMs, Clients and Bank Partners. * Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. * Appropriate attention to detail and organizational skills. * Able to adapt and manage changing priorities and deadlines. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Head of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $17 hourly Auto-Apply 4d ago

Learn more about finance service representative jobs

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

The average finance service representative in Wyoming, MI earns between $20,000 and $53,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Wyoming, MI

$33,000

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

The biggest employers of Finance Service Representatives in Wyoming, MI are:
  1. Michigan First Credit Union
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