Investment Banker Jobs in Cutlerville, MI

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Investment Executive is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Investment Executive assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Investment Executive will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Investment Executive should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Investment Executive include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Education and Training Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Charter Capital Partners is a premier investment banking firm headquartered in Grand Rapids, Michigan. We offer a comprehensive range of investment banking and private capital investing advisory services, including buy‐side and sell‐ side M&A, succession planning, business valuation, and capital raise. Charter is a close‐knit team that is strongly focused on results. We offer a warm and welcoming work environment, combined with an emphasis on productivity and efficiency. Overview The Senior Analyst role supports M&A client engagement projects and private investment activities, playing an integral role in all aspects of deal execution to deliver high quality advice to our clients. Working directly with senior deal leads as second lead on investment banking transactions, the Associate is an active contributor during every phase of the deal process. The role involves a high degree of exposure to clients and business owners and requires strong project management skills backed by a foundation of advance quantitative skills in order to successfully close transactions. Participation in networking activities to generate new client engagements and representing Charter through community involvement and industry organizations are key aspects of the position. Roles and Responsibilities Support senior team members in origination activities including (but not limited to): analyzing company data including financial statements and detailed customer and service line data, researching and developing thoughtful content on relevant industry trends. Build and apply valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis, LBO analysis and comparable acquisitions analysis. Prepare client advisory pitches, confidential information memorandums, and management presentations. Perform and execute financial and industry due diligence. Assist in engagement marketing, planning, and execution. Provide coaching and oversight for Analyst and Interns in all day-to-day activities. Proactively build and maintain direct contact industry professionals, referral sources, and prospective clients. Desired Skills and Credentials Education Requirements: Bachelor's degree with major in Finance, Accounting, or Economics. Experience: 1-3 years of work experience in mergers and acquisitions or other financial advisory services; investment banking experience strongly preferred. Interpersonal Skills: Strong written and verbal communication skills are essential. Demonstrated ability to write marketing documents, conduct meaningful research, and communicate effectively to a broad range of stakeholders. Analytical Skills: Candidate must be highly proficient in analyzing financial statements and business models. Candidate must be able to review pertinent research on market trends, competitor products, and customer profiles in order to develop and support an investment thesis for a specific industry sector or market. Technical Skills: Candidate is expected to be proficient in Microsoft Office and leverage all of Charter's subscriptions and open‐source utilities in order to produce relevant market research. Time Management Skills: Candidate is expected to work on multiple engagements simultaneously, therefore time management and prioritization are necessities in order to thrive in this role. To Apply Applicants are requested to email a cover letter and resume to ********************************** or hit the apply button.

Investment Banking Associate - Mergers and Acquisitions Team (Industry Generalist) FINNEA Group is a preeminent investment banking and financial advisory firm specializing in mergers and acquisitions ("M&A"), financial planning & analysis (“FP&A”), restructuring, and capital-raising activities for both private and public clients across a broad range of industries. Principally focused on the middle market, FINNEA Group is based in the Midwest and seeks to hire a talented, ambitious, and entrepreneurial Associate for the investment banking M&A team in its Grand Rapids, Michigan office. Responsibilities Participate in all stages of the M&A and capital raising processes Develop strategies to position clients in the market and achieve optimized outcomes optimally Construct fully integrated, detailed financial models Conduct industry research in support of client engagements and business development activities Perform relative and intrinsic valuation analyses Develop detailed, ad-hoc analyses from large, complex financial and operational datasets Support clients in solving critical business issues by providing extensive data analysis, process improvement efficiencies, and thoughtful presentations that clearly communicate results Prepare marketing materials for M&A transactions, including teasers, information memoranda, and management presentations, among others Skill Requirements Predisposition to think strategically and critically about mergers and acquisitions Objective, fact-based approach to problem-solving Analytically oriented with significant financial modeling experience and superior attention to detail Ability to learn quickly and multitask with minimal supervision in a fast-paced, self-motivating environment Strong organizational skills Exceptional written and verbal communication skills Desire to pursue a long-term career in investment banking Works collaboratively in a team setting and helps propagate a collegial firm culture Advanced proficiency with Microsoft Excel, PowerPoint, and Word Qualifications Undergraduate degree required; preferably in Finance, Accounting or Economics with a strong academic track record Professional experience in investment banking a plus At least 2 years of relevant professional experience - financial services/consulting/Big 4 accounting or similar

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Act as a digital ambassador to transition customers to digital solutions. Initiate quality financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Impact the operational and risk activities and related results for the RB role within the Banking Center. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Customer Experience Management: Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence of Banking Manager. Consistently assess needs and add value to customers and prospects. Educate and fulfill customer requests, routine and complex. Resolve customer complaints. Maintain and add value to deepen existing relationships. Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Must successfully complete Comerica Platform Training Program. Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. Perform routine Teller transactions as needed. Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners. Qualifications: Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience 1 Year of Customer Service experience 1 Year of Consumer Sales experience 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: Monday -Friday 8:30am-5:15pm; Saturday 8:30am-12:30pm Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

Tommy's is looking for an Investment Associate to work within its newly launched business unit. Tommy's Express Capital was formed to accelerate growth for corporate and franchise partners. This role will play a critical role in helping to build this entity from the ground up and working at the intersection of finance/investments, fundraising, investor relations, growth strategy, real estate, and franchise development. What can Tommy's offer you? Base pay and eligibility for incentive pay Full insurance package including Health, Dental, Vision, Life, Disability, Employee Assistance 401k match and complimentary financial planning services Paid time off and paid holidays Opportunity for continued education and tuition assistance Valuable learning and development program Significant ability to grow internally for motivated and strong performing team members Fun, energetic, family-oriented work culture with an emphasis on team member morale Growing nationwide brand / presence Position Responsibilities: Financial Modeling and Analysis: Build and maintain complex financial models to analyze different business cases, investment structures, and investor returns Conduct industry, market, and company-specific research and analysis to support financial forecasts and strategic decision-making Prepare detailed financial projections and forecasts Document Preparation: Draft presentations, pitch decks, and investor communications Review and analyze legal documents, such as term sheets and agreements Fundraising Support: Identify, evaluate, prioritize prospective investors Help organize and coordinate fundraising events such as webinars, roadshows, and conferences Support logistics and coordination for investor meetings, ensuring materials are ready and presentations are tailored to specific investor needs Track and report on fundraising progress, providing updates on commitments and potential leads Investor Relations: Assist with maintaining and updating the investor database, tracking commitments, and managing investor correspondence Support in communications with prospective and existing investors responding to investor inquiries, and organizing follow-up meetings Help manage and track key performance indicators (KPIs) related to investor relations efforts Growth Strategy: Help identify, evaluate, and execute growth strategies (e.g., international growth efforts, strategic partnerships) Explore creative financing solutions for franchise partners Team Support: Work collaboratively with franchise development, real estate, data & analytics, and other team members across the organization Participate in brainstorming sessions and support with administrative and logistical tasks as needed Other duties as assigned; duties and responsibilities may change at any time with or without notice. Position Qualifications & Candidate Attributes: Bachelor's degree in Finance, Economics, Accounting, Business, or a related field. Strong academic performance with a deep understanding of financial concepts and modeling techniques. 1-4 years of relevant experience in investment banking, private equity, finance, consulting, or a related field. Internship experience in a top-tier investment bank/financial institution, management consulting, or corporate finance/strategy is preferred Proficient in financial modeling, spreadsheet management (Excel), and presentations (PowerPoint) Strong analytical and quantitative skills with a high degree of attention to detail Excellent communication skills, both written and verbal Ability to manage multiple tasks simultaneously Strong organizational skills Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint Strong work ethic, self-motivated, and driven to succeed Ability to work long hours and meet tight deadlines Team player with a collaborative mindset High level of professionalism, integrity, and attention to detail Work Environment and Physical Demands This job operates in a professional office environment. Open office hours are Monday through Friday from 8:00am - 5:00pm. This role will require longer hours and travel as needed to meet goals and objectives. To successfully perform the essential functions of this job, team member must be able to: Work and commute in all weather conditions Able to effectively communicate, listen, detect, converse with, discern, convey, express oneself and exchange information Able to walk, bend, twist, turn, stoop, climb steps, reach with hands, use hands to fingers Routinely use standard office equipment such as computers, phones, photocopiers, filing cabinets Work in a fast-paced environment where they will often be multitasking Move about inside the office to access standard office equipment Constantly operate a computer and other office productivity machinery such as keyboard, copy machine and printer Remain in a stationary position 50%+ of the time, alternating between sitting and standing Ability to move and lift up to 30 pounds Overview of Tommy's Family of Companies: Tommy's Express is a national franchise for outstanding car washes and car care services. Powered by industry leading technology and decades of experience and planning, Tommy's Express car washes deliver a cutting-edge car wash experience unlike anything you've encountered before. Our fully automatic washes feature advances including the easy-loading car wash dual belt conveyor, wide open car wash bay for natural lighting, advanced presoak and sealer services, and free high-power self-serve vacuums on site. Tommy's Express Operations consists of a number of corporately owned Tommy's Express car wash locations across the country. This is a quickly growing operation with intentions to open or acquire 3-5 new locations per year. Tommy Car Wash Systems (“TCWS”) is the power behind our Tommy's Express equipment. TCWS is a team of passionate car wash professionals working to create opportunities for our partners to become the best car wash operators they can be. We provide modular building designs, robust stainless-steel car wash equipment, an advanced Wash Club license plate reader system, the Tommy Transporter belt, high performance wash detergents, and an industry-leading franchise opportunity. At Tommy Car Wash Systems, we have a solution for almost any size operator. Our team has assisted in the development of hundreds of some of the most successful car washes around the world. Together, Tommy's Express and Tommy Car Wash Systems make up the Tommy's Corporate brand, headquartered in Holland, MI.

Responsibilities: Work within established systems to deliver prescribed outcomes for a designated area of financial control. Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite. Collate and analyze data using preset tools, methods, and formats. Involves working independently. Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. Support the investment team on more-complex activities by monitoring financial performance and preparing ad hoc reports using a wide variety of existing processes, procedures, and precedents. Advise managers how to apply a wide variety of existing procedures and precedents. Help others get the most out of internal communications systems by offering support and advice. Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy. Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports. Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. Skills: Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making. Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies. Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed. Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements. Works without supervision and provides technical guidance when required on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Works without supervision and provides technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients. Works with full competence to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required on costing, budgeting and finance tasks. Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Works without supervision and provides technical guidance when required on acquiring, organizing, protecting and processing data to fulfill business objectives. Works with full competence to conduct an enterprise readiness assessment to determine the organization's readiness for change. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required on identifying, assessing, prioritizing and managing project-related risks. Works with full competence to design, create and administer the test scripts associated with the delivery of the project, ensuring that the requirements are being met from a functional, design and user experience perspective.Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required on reviewing and creating relevant, lucid and effective reports. Identifies, assesses, prioritizes and manages risks without supervision and provides technical guidance when required. Works with full competence to model, analyze, assess, and quantify the impact and probability of various risk scenarios and select the most appropriate course of action for the given situation. Typically works without supervision and may provide technical guidance. Engages in strategic planning without supervision and provides technical guidance when required. **Education** Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance **Work Experience** **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) **Travel** **Workstyle** Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: - Grow professionally and inspire others to do the same - Work with and through others to achieve desired outcomes - Make prompt, pragmatic choices and act with the client in mind - Take ownership and hold themselves and others accountable for delivering results that matter - Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

At Horizon Bank, we're not just about banking; we're about empowering dreams and transforming lives when we Go Beyond! Our passion lies in creating meaningful connections with our clients and providing financial solutions that pave the way to success. We're a dynamic team, dedicated to redefining the banking experience by going beyond and making a real difference in the lives of individuals and businesses alike. Are you ready to embark on an exciting journey where every interaction is an opportunity to make an impact? As a Universal Banker at Horizon Bank you'll be at the forefront of a culture of exceptional service, where creativity meets expertise and relationships are the heart of everything we do. We're seeking passionate individuals who thrive in a fast-paced environment, possess unparalleled people skills, and are driven by a desire to help others achieve their financial goals. Benefits: * Competitive salary with performance-based bonuses - your success is our success! * Comprehensive benefits package, including health, dental, and vision insurance, as well as retirement plans and paid time off. * Opportunities for professional growth and development, with access to ongoing training. * Join a vibrant and inclusive team culture where your ideas are valued, and your voice is heard. You can join one of our Employee Resource Groups where our diversity is celebrated. Job Overview Responsible for processing customer transactions, completing customer initiated account maintenance and all other tasks associated with customer requests. Originate new deposit accounts and consumer loans. Responsible for initiating, enhancing and maintaining customer relationships by providing Exceptional Service and Sensible Advice. Able to probe for information regarding customer's needs and provide effective solutions. Maintain a well-developed working knowledge of bank products and services, taking responsibility to keep up-to-date on changes. Universal Bankers generally have one year of banking experience or professional sales experience in a service-oriented environment. Duties * Be the face of Horizon Bank delivering unparalleled service and building lasting relationships with our valued clients. * Serve as a trusted advisor, understanding each customer's unique financial needs and tailoring solutions to help them achieve their goals. * Dive into the world of banking transactions, confidently handling everything from deposits and withdrawals to loan applications and account openings. * Embrace your inner marketer, promoting our suite of products and services with enthusiasm and creativity to drive customer engagement and satisfaction. * Stay ahead of the curve by continuously expanding your knowledge of banking products, services, and industry trends. * Collaborate with a team of like-minded professionals to exceed branch goals and deliver exceptional results. Qualifications & Skills * High school diploma or equivalent required; additional education or certifications a plus. * 1+ years of experience in banking, payment processing, or professional sales preferred. * Strong sales initiative and the ability to develop lasting customer relationships. * A magnetic personality and a genuine passion for helping others succeed. * Excellent communication skills, both verbal and written, with the ability to captivate and inspire. * A knack for problem-solving and the ability to think on your feet in a fast-paced environment. * Proficiency in basic mathematical computations and computer literacy. * Ability to follow detailed instructions and procedures with sound judgment. * Flexibility to work Saturdays because we Go Beyond Core Competencies * Consultative Sales * Product Knowledge * Effective Questioning * Prospecting and Referring * Relationship Building * Results Focused Physical Requirements Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA). Physical Demand: Percentage of Time: Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others. 90-100% Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the facility. 90-100% Constantly operate a computer and other office machinery such as calculator, copy machine, printer and telephone. 90-100% Able to remain in upright stationary position at counter height of approximately 48" for long periods of time. 50-75% Able to grasp, move and sort forms and papers. 90- 100% Regularly move about the branch to access teller line, file cabinets, storage drawers and various office equipment, such as cash counters and printers. 75-100% Occasionally position self to reach heights between floor and 6'. Must be able to lift up to 50 pounds at a time. Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer. #LI-DNI

Location : Address 5859 28th St SE Location : City Grand Rapids Location : Postal Code 49546 Responsibilities Branch Hours Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager. Job Description Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations. As a Retail In-Store Financial Service Representative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free. What You'll Do: Deliver stellar service to credit union members and potential new members. No slackers here! Serve as a face for our brand. Happy, confident, positive - that's who we are. Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them. Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member. Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First! Qualifications What We're Looking For: Outgoing, personable candidates. You must truly love talking to people to work here. Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better! Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience. You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field. A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members. We need team players! You must be able to assist at any of our in-store locations to meet business needs. Who We Are Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs. Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth. Michigan First highlights: 500 team members 32 locations spanning the Lansing area, Grand Rapids and Metro Detroit Industry leader in community support and charitable giving through the Michigan First Foundation Member Services Call Center operates 24/7/365 Over $1.5 Billion in assets Awards Michigan First Credit Union has been the proud recipient of: 2024 Best & Brightest in the Nation 2024 Best & Brightest in Metro Detroit 2024 Best & Brightest in West Michigan 2024 Best Credit Unions to Work For 2024 Crain's Cool Places to Work 2024 Detroit Free Press Top Workplaces 2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level 2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions) Benefits and perks of joining our award-winning team include: Very competitive pay Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance 401(k) - 100% match up to 5% deferral Tuition reimbursement for both Undergraduate and Graduate degree program Access to a complimentary concierge service that assists with nearly any item on your to-do list Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms Wellness initiatives and events throughout the year to help team members stay healthy Loan discounts for certain secured and unsecured loans and mortgages Opportunities for pay increases, incentives and profit-sharing, based on performance Onsite subsidized top notch Cafe 26 for team members' use Onsite bowling center Michigan First Credit Union is an Equal Opportunity Employer.

Employment Type: Full-Time, On-site #LI-ONSITE This Personal Banker position starts at $21.55 per hour with an uncapped incentive opportunity based off individual performance. We also offer the following benefits for all employees: 401k, Paid Holidays, Paid Time Off, Paid Volunteer Hours, and an Advia Sponsored Wellness Program. Advia offers a bilingual premium for this role. This premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency. What you should know about the role: The most essential function of this position is to proactively identify financial solutions for our members by Interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience and/or give the member peace of mind. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core. What to know about Advia: Advia is a fast-growing Credit Union. We are in the top 3% of credit unions in the United States and serve almost 200,000 members with assets over $3 Billion. We are deeply rooted in the communities we serve and have a passion for placing our members needs above all else. Our culture can only be described as “work hard, play hard.” Why you should work for us: Personal Bankers enjoy the ability to earn more than your base pay through our weekly incentive program. As a team member of Advia, you can expect regular and constructive guidance, development opportunities, great benefits including affordable medical/dental/vision insurance, 401k match, and generous PTO. You will also enjoy paid holidays and every Sunday off. You will work with a dedicated team and engaged leaders. We are committed to Equal Employment Opportunity and are a proud Veteran & Military Friendly Employer. We would encourage you to come live the Advia life! What you can expect to do as a Personal Banker: Interview existing and potential members in person and by phone and explains specific services, products, and policies. Identify members' needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards. This includes outbound call expectations pertaining to CRM and other call list leads. Counsel members regarding money management and financial matters. Including communicating loan denials, explaining decisions, and providing direction for future consideration. Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending. Build and maintain a book of business to help improve present, past, and future member relationships. Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being. Perform new account functions, explain various account and ownership options, and obtain the required information and documentation. Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process. Ensure that the Credit Union's quality and professional reputation is projected and maintained. Stays informed regarding policy and procedure updates as well as local and national banking and lending trends. What you will need: Experience working in an environment with individual and team goals preferred. Strong interpersonal skills. Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization. Want to see more? Check us out on our social media for an inside look at what the #advialife is all about.

Full-time Description Job Title: Personal Banker II FLSA: Non-Exempt Function: Operations Reports To: Branch Manager Purpose: Welcome members as they arrive to the credit union, answering questions and directing members to the appropriate department. Service member's financial needs and transaction requests as they relate to aspects of their accounts, including checking/savings accounts, loans, and account services. Educate members on credit union products and services. Provide members with World Standard service in accordance with the credit union's core values and service promise. Responsibilities: Lead by example, being mindful of how your actions reflect upon yourself, and upon Arbor Coach and encourage others to foster a supportive work environment Lead by example by embracing and consistently following all steps listed in the Perfect Hour for Personal Bankers, and the New Account Opening Process Service member's financial needs and process account transactions, including non-monetary requests, with a high level of accuracy Take proactive ownership of all members you assist, serving as his/her primary contact, finding answers and solutions, serving as the member's advocate, proactively communicating with the member throughout the lending process Interview new members, educate, and refer valuable products and services to help the member save time and money Interview credit applicants, looking for opportunities to save the member time and money with Arbor products and services, relative to both the product the member wishes to apply for, and other beneficial products and services to fit their needs Create and maintain a Book of Business for Arbor Loyalty Members, making regular contact to maintain and nurture relationship through the offering of innovative financial solutions Open, maintain, update, and close member accounts when appropriate Obtain and analyze credit bureau reports and approve credit union services within established authority Answer phone calls promptly and professionally, using a warm hand-over when transferring phone calls Maintain an up-to-date and comprehensive knowledge of the credit union's products and services Dependent on the branch staffing model, the following duties could be required: Open and close the branch while maintaining branch security. Assist in maintaining branch cash levels and ensure the accurate balancing of the branch and frontline staff. Schedule and coordinate branch and teller audits with appropriate staff. Lead the branch team in the absence of the branch manager and the assistant branch manager. Answer after-hour/emergency phone calls from EPS and follow procedures for responding. Assist in ensuring that staff understands and complies with current and new policies and procedures (i.e. conduct staff meetings, facilitate staff training) Provide back up support on the teller line as needed Promote and maintain a confidential environment to protect member and credit union information Follow all credit union policies, procedures, and requirements in addition to all applicable state and federal laws and regulations Comply with Bank Secrecy Act, OFAC, and USA PATRIOT Act including accurate completion of Currency Transaction Report and Monetary Instrument Log, reporting of suspicious activities to a supervisor, Customer Identification Program for new members, accurate completion of new account activity profile, and identifying high risk accounts at account opening Create and promote a positive professional image of one's self and the credit union Exemplify the credit union's core values, service promise, and World Standard service Adhere to Arbor Financial Credit Union's attendance policy Arrive to work and meetings on time Complete assignments in a timely manner Perform all other duties as assigned Requirements Education and Experience: College coursework or equivalent experience required Financial services industry experience Service/sales experience preferred Skills, Abilities, and other Requirements: Strong work ethic Strong desire for collaboratively serving others Strong computer and application skills Necessary verbal and written communication and grammar skills Ability to be bonded required Ability to successfully organize, prioritize, and manage multiple responsibilities Ability to keep up with a busy work flow Ability to sit/stand for long periods of time Ability to perform repetitive tasks Occasional travel to offsite locations may be required Team player with a positive attitude and flexibility Professional demeanor and personal accountability

The Personal Banker provides exceptional client service, promptly and efficiently processing client transactions and promoting positive public relations. Serves as an advocate for the bank by promoting the bank's products and services and by generating leads and referrals. The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities. Key Responsibilities: Client Service: Creates a positive client experience through a warm and welcoming environment that encourages client relationship building. Maintains client confidentiality. Enhances client interactions, creating a more individualized tailored experience. Provides prompt, efficient, and accurate service processing client transactions while upholding a courteous and professional manner in person and over the phone. Builds relationships with current and new clients. Anticipates the unique financial needs each client faces throughout their life experiences. Utilizes open ended question to uncover client needs and offer appropriate products and services. Connects clients to additional departments as appropriate. Educates and demonstrates existing, new, or enhanced products to improve a client's banking experience. Understands and implements security protocols to protect the client, staff, and institution. Transactional Activity: Process clients' deposits, withdrawals, loan payments, cashing of checks, and internal transfers. Examines checks for endorsement and negotiability. May assist with more involved transactions such as loan and cash advances, cashier's checks, and wire transfers. Demonstrates efficient and accurate cash handling skills. Understands and follows dual control procedures as required. Mitigates fraud through utilization of knowledge of the client and the client's typical transactional activity. Additionally following Security policies and procedures. Assist clients with account maintenance including address changes, travel notifications, disputes, stop payments, and check holds. Balances each day's transactions and verifies drawer cash totals. Review work, report offages to the Personal Banker Supervisor, and work with banking team to resolve offages. Adhere to and comply with all bank policies and procedures, in addition to Federal and State regulations. Miscellaneous Responsibilities: Attends weekly Frontline Meetings. Implements new practices, procedures, and insights into daily operations. Attends any branch meetings called by the Personal Banker Supervisor or Branch Manager. May be requested to assist at other branches due to business need. Supports Personal Banking team by collecting client information for the opening of new accounts. May assist with the opening of new accounts. Other tasks as assigned. Supervisory Responsibilities - None Qualifications Ability to work with public. Prior Client Service experience preferred. Cash handling experience preferred. Knowledge and ability to communicate effectively with the Team, internal Business Partners, and potential and existing customers. Must have the ability to understand and work from oral and written instructions. Must have the ability to perform basic math skills and to calculate simple to complex transactions. Must have ability to remain calm and professional during peak periods of activity and manage multiple tasks simultaneously. This job requires employee to prioritize/organize work, and applies common sense, as well as proofread and edits documents for accuracy. Employee must have the knowledge and ability to troubleshoot and develop solutions to customer problems in a timely manner. Must be able to use office equipment. This includes computers, phones, fax machine, scanners, printers, etc. Education and/or Experience High School Diploma or equivalent or is working towards obtaining a High School Diploma or GED. Certificates, Licenses, Registrations Not applicable. Work Environment: Employee may experience sustained moderate/high periods of activity with multiple tasks being performed. They may experience communication with a variety of internal and external sources under favorable and unfavorable conditions. Noise level in the work environment is usually minimal.

Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Develop and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.) Achieve Sales and Service Targets Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements. Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics. Key Competencies for Position Culture Leadership: Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences. Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals. Execution Leadership: Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement. Client Leadership: Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting. Key Measures of Success/Key Deliverables Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc. Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment. Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts. Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market. Relationship Banker Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus) Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

JobID: 210598304 JobSchedule: Full time JobShift: : You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You're energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch. You'll be making the lives of customers easier by sharing and setting up self-service Job responsibilities * Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude * Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs * 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. * Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals. * Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs * Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures. Required qualifications, capabilities, and skills * 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results * High school degree, GED, or foreign equivalent * Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training * Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * College degree or military equivalent * Professional, thorough, and organized with strong follow-up skills * Exude confidence with clients when sharing product knowledge and solutions * Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Charter Capital Partners is a premier investment banking firm headquartered in Grand Rapids, Michigan. We offer a comprehensive range of investment banking and private capital investing advisory services, including buy‐side and sell‐ side M&A, succession planning, business valuation, and capital raise. Charter is a close‐knit team that is strongly focused on results. We offer a warm and welcoming work environment, combined with an emphasis on productivity and efficiency. Overview The Associate supports M&A client engagement projects and private investment activities, playing an integral role in all aspects of deal execution to deliver high quality advice to our clients. Working directly with senior deal leads as second lead on investment banking transactions, the Associate is an active contributor during every phase of the deal process. The role involves a high degree of exposure to clients and business owners and requires strong project management skills backed by a foundation of advance quantitative skills in order to successfully close transactions. Participation in networking activities to generate new client engagements and representing Charter through community involvement and industry organizations are key aspects of the position. Roles and Responsibilities Coordinate the development of valuations, offering memorandums, marketing plans, strategic and financial buyer/seller contact and qualification, due diligence, client communications, and other necessary and appropriate project requirements. Perform industry research on a regular basis in order to stay abreast of market activity. Work with senior deal team members to define engagement scope, engagement strategy, and execution plan. Supervise and coordinate the activities of Charter analysts and interns. Assist with professional development of junior staff through mentoring and practice development efforts. Develop new business opportunities and work toward a quantified sales goal designated by Managing Directors. Proactively build and maintain relationship with clients, industry professionals, and prospective clients to enhance visibility of the firm. Desired Skills and Credentials Education Requirements: Bachelor's degree with major in Finance, Accounting, or Economics. Experience: Three to five years of work experience in mergers and acquisitions or other financial advisory services; investment banking experience is preferred. Business Development Skills: Candidate must be willing to devote time to developing current and future prospects, not only for M&A opportunities, but also to support all of the firm's business lines. Interpersonal Skills: Strong written and verbal communication skills are essential. Demonstrated leadership ability, attention to detail, and a commitment to excellence are greatly valued. Analytical Skills: Candidate must be highly proficient in analyzing financial statements and business models. Candidate must be able to review pertinent research on market trends, competitor products, and customer profiles in order to develop and support an investment thesis for a specific industry sector or market. Technical Skills: Candidate is expected to be proficient in Microsoft Office and leverage all of Charter's subscriptions and open‐source utilities in order to produce relevant market research. Time Management Skills: Candidate is expected to work on multiple engagements simultaneously, therefore time management and prioritization are necessities in order to thrive in this role. Securities Licensure: Series 63 and 79 licenses are a plus, but not required. Applicants are requested to email a cover letter and resume to ********************************** or use the apply button.

What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Act as a digital ambassador to transition customers to digital solutions. Initiate quality financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Impact the operational and risk activities and related results for the RB role within the Banking Center. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Customer Experience Management: Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence of Banking Manager. Consistently assess needs and add value to customers and prospects. Educate and fulfill customer requests, routine and complex. Resolve customer complaints. Maintain and add value to deepen existing relationships. Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Must successfully complete Comerica Platform Training Program. Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. Perform routine Teller transactions as needed. Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners. Qualifications: Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience 1 Year of Customer Service experience 1 Year of Consumer Sales experience 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: M-F 8:00 AM -5:00 PM Sat 8:45-12:15 Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

div class="iCIMS_JobContent" h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" 50 Louis St. NW /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Location : City /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" Grand Rapids /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Location : Postal Code /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" 49503 /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Responsibilities /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="margin: 0px;"strong/strong/pp style="margin: 0px;" /pp style="margin: 0px;"strong JOB SUMMARY:/strong/pulli Under supervision, and in accordance with existing procedures and systems, provides a variety of member service functions involving the receipting and/or disbursing of funds, (i.e. checks, money orders, traveler's checks), open accounts/loans and have in-depth conversations with members to uncover unique and personalized solutions. Work involves constant and direct dealing with Credit Union members and potential members, and requires the ability to accurately record information and communicate effectively. Work will be performed on the teller platform, drive-thru window and/or FSR desk./li/ulp style="margin: 0px;" /pp style="margin: 0px;"strong KEY JOB RESPONSIBILITIES:/strong/pulli Must be an excellent listener and possess the ability to uncover opportunities for expanding the member's relationship. To do this, the individual must possess great interviewing skills to uncover the true needs of our members./lili Must be a problem solver, have extremely strong evaluative skills, possess the ability to follow through on all of the details of the interaction, and take ownership of it from start to finish./lili Must be very experienced and skilled in our products and services./lili Must be able to work all hours that the branch is open, serving members, as well as the time needed to open or close the branch./lili Assumes responsibility for performing efficient, effective, and accurate performance of Teller functions, account openings, lending applications and documents, account maintenance documents./lili Performs Teller duties including receiving and processing deposits, loan payments, and transfers; processing cash advances, travelers' checks, cashiers' checks, money orders, government bonds, and similar transactions; disbursing cash or check withdrawals; receiving and processing payroll deduction starts, stops, and increases. Prepares proper receipts./lili Assists Head Teller by occasionally balancing vault and monitoring ordering, dispensing, shipping and balancing cash.br/Must display a positive attitude at all times and have a passion for serving our members./lili Must demonstrate very high energy, an interest in continuous learning and embrace challenge and change./lili Helps to ensure that Teller functions are correctly performed and are in accordance with established polices and standards. Ensures that all security procedures are followed and that all member service standards are exceeded./lili Assists in maintaining an inventory of cashier's checks, money orders, receipts, and other negotiable items for use in the Teller area./lili Assists in keeping ATMs and MWBCs filled and functional./lili Is expected to consistently meet (and/or exceed) monthly sales goals./lili Is expected to consistently look for ways to improve and streamline processes./lili Is expected to perform at the highest level with minimal day-to-day oversight./lili Becomes/is an advocate of The Michigan First Way, supporting all facets of it, including complete fulfillment of Our Promise, 5 STARS Service, SOLVE IT and our ISMs. Fosters a positive demeanor and image through professional representation in all contacts with both, team members and members. Consistently reflects and displays each of our “ISMs” in daily job performance, as well as in all business interactions while executing on our goals and initiatives. Learns and utilizes EMEC (Every Member's Experience Counts) in day-to-day responsibilities when communicating with members only./li/ul /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Qualifications /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" ulli High school diploma or general education degree (GED); Associate's Degree in business or related field is preferred./lili3+ years of experience working in a professional environment. Experience working in a retail or financial services environment and knowledge of financial services and products./lili3+ years of strong sales-oriented experience, preferably in a financial institution or related field./lili Has real world financial experience - either personally or professionally./lili Understands the differences in products and services offered by other financial institutions to those offered by the Credit Union./lili Has ability to read, write and comprehend simple business correspondence and effectively present information in one on one and small group situations./lili Has ability to operate standard office technology, equipment and tools./lili May occasionally be required to lift and/or move up to 50 pounds./lili Must truly enjoy and like people. The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical./lili Can balance empathy and logic in working with Credit Union members to help them reach their intended goals./lili Must have very strong interpersonal skills and exude a positive attitude at all times./lili Must maintain a professional appearance and demeanor at all times. br/Must be the subject matter expert (SME) in the Teller role for others to model behaviors, skills, and tasks from./li/ul /div /div /div h2 class="iCIMS_InfoMsg iCIMS_InfoField_Job" Who We Are /h2 div class="iCIMS_InfoMsg iCIMS_InfoMsg_Job" div class="iCIMS_Expandable_Container" div class="iCIMS_Expandable_Text" p style="margin: 0px;"Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs./pp style="margin: 0px;" /pp style="margin: 0px;"Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth./pp style="margin: 0px;" /pp style="margin: 0px;"strong Michigan First highlights:/strong/pulli500 team members/lili32 locations spanning the Lansing area, Grand Rapids and Metro Detroit/lili Industry leader in community support and charitable giving through the Michigan First Foundation/lili Member Services Call Center operates 24/7/365/lili Over $1.5 Billion in assets/li/ulp style="margin: 0px;" /pp style="margin: 0px;"strong Awards Michigan First Credit Union has been the proud recipient of:/strong/pulli2024 Best amp; Brightest in the Nation/lili2024 Best amp; Brightest in Metro Detroit/lili2024 Best amp; Brightest in West Michigan/lili2024 Best Credit Unions to Work For/lili2024 Crain's Cool Places to Work/lili2024 Detroit Free Press Top Workplaces/lili2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level/lili2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)br/br//li/ulp style="margin: 0px;"strong Benefits and perks of joining our award-winning team include:/strong/pulli Very competitive pay/lili Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance/lili 401(k) - 100% match up to 5% deferral/lili Tuition reimbursement for both Undergraduate and Graduate degree program/lili Access to a complimentary concierge service that assists with nearly any item on your to-do list/lili Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms/lili Wellness initiatives and events throughout the year to help team members stay healthy/lili Loan discounts for certain secured and unsecured loans and mortgages/lili Opportunities for pay increases, incentives and profit-sharing, based on performance/lili Onsite subsidized top notch Cafe 26 for team members' use/lili Onsite bowling center/li/ulp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;" /pp style="margin: 0px;"Michigan First Credit Union is an Equal Opportunity Employer./p /div /div /div /div

Employment Type: Full-Time, On-site #LI-ONSITE This Personal Banker position starts at $21.55 per hour with an uncapped incentive opportunity based off individual performance. We also offer the following benefits for all employees: 401k, Paid Holidays, Paid Time Off, Paid Volunteer Hours, and an Advia Sponsored Wellness Program. Advia offers a bilingual premium for this role. This premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency. What you should know about the role: The most essential function of this position is to proactively identify financial solutions for our members by Interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience and/or give the member peace of mind. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core. What to know about Advia: Advia is a fast-growing Credit Union. We are in the top 3% of credit unions in the United States and serve almost 200,000 members with assets over $3 Billion. We are deeply rooted in the communities we serve and have a passion for placing our members needs above all else. Our culture can only be described as “work hard, play hard.” Why you should work for us: Personal Bankers enjoy the ability to earn more than your base pay through our weekly incentive program. As a team member of Advia, you can expect regular and constructive guidance, development opportunities, great benefits including affordable medical/dental/vision insurance, 401k match, and generous PTO. You will also enjoy paid holidays and every Sunday off. You will work with a dedicated team and engaged leaders. We are committed to Equal Employment Opportunity and are a proud Veteran & Military Friendly Employer. We would encourage you to come live the Advia life! What you can expect to do as a Personal Banker: Interview existing and potential members in person and by phone and explains specific services, products, and policies. Identify members' needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards. This includes outbound call expectations pertaining to CRM and other call list leads. Counsel members regarding money management and financial matters. Including communicating loan denials, explaining decisions, and providing direction for future consideration. Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending. Build and maintain a book of business to help improve present, past, and future member relationships. Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being. Perform new account functions, explain various account and ownership options, and obtain the required information and documentation. Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process. Ensure that the Credit Union's quality and professional reputation is projected and maintained. Stays informed regarding policy and procedure updates as well as local and national banking and lending trends. What you will need: Experience working in an environment with individual and team goals preferred. Strong interpersonal skills. Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization. Want to see more? Check us out on our social media for an inside look at what the #advialife is all about.

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You're energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch. You'll be making the lives of customers easier by sharing and setting up self-service **Job responsibilities** + Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude + Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs + 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. + Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals. + Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs + Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures. **Required qualifications, capabilities, and skills** + 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results + High school degree, GED, or foreign equivalent + Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training + Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + College degree or military equivalent + Professional, thorough, and organized with strong follow-up skills + Exude confidence with clients when sharing product knowledge and solutions + Experience adhering to policies, procedures, and regulatory banking requirements **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans