Post job

Investment banker jobs in Ferndale, MI - 323 jobs

All
Investment Banker
Banker
Finance Representative
Finance Service Representative
Investment Associate
Personal Banker
Finance Service Advisor
Relationship Banker
Investment Banking Internship
Trader
  • Relationship Banker II

    Banktalent HQ

    Investment banker job in Detroit, MI

    County National Bank (CNB) is an independent, locally owned, community bank that is successful and growing whose mission is to "sustain its deep commitment to the community and its traditions of excellence in all aspects of banking and provide outstanding client service and solid financial performance." We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities. CNB is looking for a qualified, motivated, and client- and team-focused individual to join our team as a Relationship Banker II for our Spring Arbor Office. JOB SUMMARY The Relationship Banker is responsible for providing outstanding client service while performing a variety of savings, checking and credit account transactions, as well as services for cashier's checks, etc. Recognizes needs-based selling opportunities to enhance and strengthen the Bank's relationship with the client. Assists in branch balancing duties, contact to other departments for situational resolutions, and other branch-related tasks. Level II handles account opening/closing and maintenance of accounts. DUTIES Level I Welcomes all clients to the bank as they enter and escorts them to a work area to complete their transaction. Processes clients' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, and other routine requests. Provides clients with necessary information and troubleshoots client issues. Becomes familiar with clients' resources to be able to assist clients. Assists clients with access to safety deposit boxes and address changes. Level II (Includes Level I Duties) Troubleshoots issues with debit cards, online banking, & account issues. Collects information for outgoing wire transfers. Balances and maintains ATM. Opens personal and business accounts for new and existing clients. Closes accounts (including IRAs & HSAs). Performs follow-up with clients. Assumes responsibility for account maintenance. Performs cash vault duties, including balancing. Assists in cash needs for co-workers and branch. Processes client account changes. Assists in the opening and closing duties and operations of a branch. General Duties Recognizes client cues for appropriate products and services they currently may not be using. Compiles and works toward the branch goals to achieve and/or exceed branch market growth potential. Promotes the bank as a relationship community building financial institution with focus on volunteerism and teamwork. Provides co-workers with positive attitude and support. Provides assistance to Relationship Manager, as needed. Maintains and protects confidentiality of customer information. Maintains regular, on-time attendance. Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, telephone seminars, etc.) Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position. Performs other various duties as assigned. CONTACT WITH OTHERS - INTERNAL Communicates on a regular basis with other Relationship Bankers. Communicates on a regular basis with branch officer/manager and other officers/managers of the bank. Communicates on a regular basis with the bank couriers. Communicates on a regular basis with Client Service staff at the Main Office. Communicates frequently with other departments of the bank. CONTACT WITH OTHERS - EXTERNAL Communicates on a regular basis with clients of the bank. Requirements SKILLS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or equivalent. Minimum of three years banking experience and/or education, including cash handling. Passion for providing a stellar service experience to all clients (external and internal) and ability to instill this passion in others. Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner. Positive and cooperative approach when working with others. Excellent written communication skills with demonstrated ability to write communications clearly, concisely and effectively, with attention to detail for visually appealing output and accurately proofreading publications. Excellent verbal communication skills with the demonstrated ability to effectively present information to clientss (internal and external) and management. Ability to maintain confidentiality and handle sensitive information. Ability to efficiently and accurately keyboard information, both computer and calculator. Strong computer skills with a proficiency in MS Word, Excel and Outlook. Knowledge of basic accounting principles. WORKING CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the work environment will include: Works in a normal office environment. Travel between branch locations, as needed. PHYSICAL REQUIREMENTS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to: Communicate effectively, both verbally and in writing. Keyboard information (computer and calculator). Identify U.S. and Foreign Currency. Count and handle currency and coin accurately. Travel between branch locations, as needed.
    $29k-38k yearly est. 2d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Investment Portfolio Associate

    Raymond James 4.7company rating

    Investment banker job in Birmingham, MI

    Participate in developing investment recommendations for portfolio manages relating to existing and potential investments, through developing and amending quantitative models to analyze and forecast market developments, estimating risks, identifying factors influencing investment decisions, and quantifying potential risks and rewards. Job Description Job Summary Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is required to obtain, clarify, or provide facts or information. Essential Duties and Responsibilities Collects fundamental research on related companies as requested by Financial Advisors. Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. Assists in preparation of written industry and company specific reports Assists in development of financial models for revenue and income forecasts. Assists with research and analytics used in Investment Strategy white papers for Financial Advisors. Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. May participate in client meetings to identify client goals and tolerances. Assists with developing individualized client investment strategy for Financial Advisor. Responds to inquiries from Financial Advisors to research and resolve issues. Prepares customized written industry and company specific reports upon request to Financial Advisor. Assists in development of financial models to forecast team revenue and income. Assists with preparation of scheduled and ad hoc performance reports. Maintains checklists for tracking periodic investment managers' reviews by third party and independent investment manager searches. Generates periodic reports on investment analyses and peer group comparisons with relevant investment benchmarks for clients. Interfaces effectively with all levels of staff in managing portfolios. Completes ad hoc projects and reports as assigned. Performs other duties and responsibilities as assigned. Knowledge of Software necessary for portfolio analysis. Investment concepts, practices and procedures used in the industry. Principles of estate planning, trusts and securities industry operations. Financial markets and products. Effectively managing client relationships. Strategic planning as part of client retention focus. Gathering and compiling information and data. Preparing and delivering written and oral presentations. Operating standard office equipment and using required software applications. Complete job duties independently, with little supervision. Partner with other functional areas to accomplish objectives. Communicate effectively, both orally and in writing. Provide a high level of service. Establish and maintain effective working relationships at all organizational levels. Participate in professional organizations and activities. Maintain currency in industry services and products. Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment. Skill in Effectively managing client relationships. Strategic planning as part of client retention focus. Gathering and compiling information and data. Preparing and delivering written and oral presentations. Operating standard office equipment and using required software applications. Complete job duties independently, with little supervision. Partner with other functional areas to accomplish objectives. Communicate effectively, both orally and in writing. Provide a high level of service. Establish and maintain effective working relationships at all organizational levels. Participate in professional organizations and activities. Maintain currency in industry services and products. Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment. Ability to Complete job duties independently, with little supervision. Partner with other functional areas to accomplish objectives. Communicate effectively, both orally and in writing. Provide a high level of service. Establish and maintain effective working relationships at all organizational levels. Participate in professional organizations and activities. Maintain currency in industry services and products. Manage multiple tasks with changing priorities to meet deadlines and goals in a fast paced environment. Education/Previous Experience Bachelor's Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis, or any equivalent combination of education, experience and/or training approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. Series 7 required. Series 63, 65 and/or 66 as required by state. Additional licenses or designations may be required as needed. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications AG - Agent - Financial Industry Regulatory Authority (FINRA), GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA), RA - Investment Adv Rep - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% 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. #LI-AC1
    $72k-100k yearly est. Auto-Apply 60d+ ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate -Bloomfield, MI

    JPMC

    Investment banker job in Bloomfield Hills, MI

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $72k-124k yearly est. Auto-Apply 10d ago
  • Commercial Banking Intern Detroit, MI

    Comerica 4.9company rating

    Investment banker job in Detroit, MI

    Intern I The Intern I position is an entry-level and learning focused position. The Intern I gains exposure to various departments within the company, working on hands-on projects and supporting business units in their daily operations. This position is designed to provide undergraduate students with a valuable learning experience in the financial services industry. This internship role is intended for a multi-week internship, e.g., 8-12 weeks. Position Responsibilities Participate in a line of business intern program which includes but is not limited to completing required activities that introduce the Intern to a line of business' leadership, strategies, and programs. Activities could include, * Assist in preparing financial reports, presentations, and data analyses. * Conduct market research and competitor analysis. * Provide support in data entry, system updates, and database management. * Assist with administrative tasks such as scheduling meetings, preparing materials, and organizing documents. * Participate in team meetings, offering insights and learning from various team members and leaders. * Shadow senior team members to understand key business functions (e.g., risk management, investment analysis, client services). * Contribute to small projects under supervision, ensuring timely delivery and quality work. Participate in the corporate intern program which includes but is not limited to completing required training, attend corporate events and complete weekly corporate assignments that introduce the Intern to the company's culture, values, and business units. Other duties assigned. Position Qualifications * Current undergraduate student pursuing a degree in Finance, Economics, Business Administration, Information Systems, or a related field * Strong academic performance (GPA of 3.0 or above) Looking to learn more about this position: Please visit ********************************************************* for details on day-to-day responsibilities, qualifications, and team dynamic Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days Hours: 8:00am - 5:00pm Monday - Friday 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. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. 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 - disability/veteran.
    $70k-105k yearly est. 29d ago
  • J.P. Morgan Wealth Management - Private Client Investment Associate -Bloomfield, MI

    Jpmorgan Chase Bank, N.A 4.8company rating

    Investment banker job in Bloomfield Hills, MI

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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
    $71k-101k yearly est. 8d ago
  • Trader

    Signal Advisors

    Investment banker job in Detroit, MI

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

    UBS 4.5company rating

    Investment banker job in Detroit, MI

    Your role Are you passionate about driving business growth through strategic sales and relationship-building? Do you excel at identifying opportunities and delivering solutions that meet client needs in a collaborative environment? Do you thrive in a collaborative environment, solving problems and delivering solutions? We're looking for someone who can build and maintain trustworthy relationships with Financial Advisor teams, Wealth Management branch personnel, and Banking and Lending partners. This role combines expertise in Deposits and Cash Management Solutions with Banking and Lending services, acting as a key connector between bankers, advisors, clients, and product teams. Client & Advisor Partnership Collaborate with Senior Wealth Management Bankers, Financial Advisors, and Field Leaders to advise clients on Deposits, Cash Management, Banking, and Lending Solutions. Integrate these solutions into onboarding and review processes. Foster strong relationships with key teams to incorporate Banking and Lending into their practices. Business Development & Engagement Partner with your Senior Wealth Management Banker(s) to engage your markets in Deposits, Banking and Lending. Profile client bases, identify and analyze business opportunities, and drive adoption of cash management and banking solutions. Maintain a pipeline of opportunities, leveraging analytics and lists (e.g., liquidity events, external transfers) to grow balances and revenue. Support Advisor team recruiting and prospective client inquiries. Product Expertise & Education Act as the subject matter expert for all inquiries related to Cash Management, Deposit Solutions, Banking, and Lending. Build awareness and understanding among Financial Advisors, support professionals, and field management through clear articulation of value propositions. Coordinate with internal partners, including the Banking Solutions Team, Lending Teams and Private Mortgage Bankers, to ensure sound sales execution. Operational Excellence Establish a reputation for client focus and executional excellence. Maintain strong connectivity with the field through branch visits, sales meetings, training sessions, video calls, and targeted communications. Collaborate with SWMBs, Digital Specialists, and other partners to deliver integrated solutions. Review and analyze mortgage and securities-backed lending pipelines, resolve issues impacting loan cycle time, and identify process improvements. Detailed salary information: * New York: the salary range for this role is $105000 to $130000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Bachelor's degree or equivalent experience. Experience in financial services, preferably in wealth management, supporting high-net-worth clients. Knowledge of securities-backed lending, mortgage banking, private banking products, and cash management solutions. Ability to manage multiple projects and priorities with strong organizational skills. Proactive approach and problem-solving abilities. Strong communication and presentation skills. Interest in client experience and effective interpersonal skills. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $105k-130k yearly 30d ago
  • Financial Representative - Troy, MI

    Fidelity Investments 4.6company rating

    Investment banker job in Troy, MI

    Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $33k-52k yearly est. 7d ago
  • Financial Representative

    Western & Southern Financial Group 4.8company rating

    Investment banker job in Troy, MI

    The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands Access to an automobile and ability to maintain a valid driver's license.
    $44k-78k yearly est. Auto-Apply 10d ago
  • Financial Representative - Troy, MI

    Fidelity Brokerage Services 4.2company rating

    Investment banker job in Troy, MI

    Job Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring Superb interpersonal skills and passion to engage with clients An aptitude to assess client needs and identify opportunities Remarkable attention to detail and ability to prioritize Organizational skills to manage multiple tasks Being coachable, collaborative, and curious are your "go to" attributes Our Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You Deliver A key member of the team, you are offering support to Fidelity's most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $59k-83k yearly est. Auto-Apply 8d ago
  • Financial Representative Entry Level

    Wiegert District-Northwestern Mutual

    Investment banker job in Troy, MI

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR be ethical, accountable, and respectful; Maximize OPPORTUNITY own your results, because each day counts; and Create IMPACT by positively influencing the lives of families, teammates, and our community. Located in the heart of Metro Detroit, our office is uniquely positioned to support professionals in one of the nations most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, youll play a key role in helping those who power Michigans economy plan for lasting financial security. We offer a culture that values growth, connection, and purposewith team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alexs Lemonade Stand Foundation, were committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it. Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI. Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor : **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tek Wiegert Managing Director: How long with NM? Started as an intern in 2004 and joined full-time in 2005. Prior Experience? Joined Northwestern Mutual directly after college. Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey. Nick Hammer Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University. Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family. Dominic Mirabella Managing Partner: How long with NM? Has been with Northwestern Mutual since 2008. Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual. Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams. Jake Paulson Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball. Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tek Wiegert is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $31k-62k yearly est. 3d ago
  • Citizens Banker

    Citizens 2.9company rating

    Investment banker job in Warren, MI

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get + Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. + Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually + Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. + Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals + Ability to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions + Demonstrated skills in using digital technology to support the delivery of business goals + Aptitude to problem solve and provide solutions to customer issues + Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration + Self-motivated, confident and ability to multitask effectively + Ability to work branch hours, which can include weekends and evenings + Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. + Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience + 1 year cash handling experience Hours and Work Schedule + Hours per Week: 40 + Work Schedule: Varies with branch needs and may include weekends and evenings Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. 01/20/2026
    $24.5 hourly 9d ago
  • Financial Recovery Rep 2

    Huntington Bancshares Inc. 4.4company rating

    Investment banker job in Detroit, MI

    * Financial Recovery Rep Position is managing a portfolio of substandard Business Banking loans, working with customers, attorneys and liquidators to gently exit borrowers unable to maintain their relationship with HNB. * Detailed Description: * Develops a litigation and or liquidation strategy on classified (financial Recovery-managed) loans up to $250M to minimize losses on a Business Banking portfolio. * Presents a summary of action plans to resolve the problem loans to FRG senior management specific to exit strategies. * Analyzes financial plans, negotiates loan collection or restructuring, and recommends/oversees litigation, liquidation to reduce exposure. * Identifying appropriate risk ratings, accrual status and losses, address workout scenarios, communicates data driven results to upper management in a time sensitive environment. * Adheres to bank policies and procedures and complies with legal and regulatory requirements. * Accountable for risk management, compliance and audit performance for area(s) of responsibility whether a supervisor, manager or individual contributor. * Establishes or works with management to develop effective controls and processes to ensure risks are measured, monitored and controlled and compliance requirements. * Maintains current knowledge of risk-related changes that may impact assigned area(s) of responsibility. Basic Qualifications: * Bachelor's Degree * 3 or more years of experience in commercial/business banking underwriting, lending, credit and/or appraisal required. * Preferred Qualifications: * Bachelor's Degree in Business, Finance, or Accounting * Excellent written and verbal communication skills * Strong goal achievement orientation. * Strong attention to detail, sense of urgency, and ability and desire to provide Simply the Best Service to our clients are key in this position. * Ability to work independently in a deadline driven and goal-oriented team environment. * Basic working knowledge of PC applications * Knowledge of bankruptcy laws * Ability to negotiate settlements, workouts and sale of security while adhering to state and federal regulations * Experience with Real Estate Foreclosure process * Previous experience with AFS / Velocity / RETS / CARS Strong working knowledge of SBA loans and the associated workout process to ensure compliance with SBA Standard Operating Procedures. * Working knowledge of exit strategies including bankruptcy, closed business, legal remedies and liquidation strategies. #LI-KD1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $57,000-$113,000 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $57k-113k yearly Auto-Apply 9d ago
  • Financial Counseling Representative I - Onsite

    R1 Revenue Cycle Management

    Investment banker job in Detroit, MI

    This is an onsite role. Please see the address below for this PRN role: Henry Ford St. John Hospital & Medical Center 22101 Moross Detroit MI, 48236 R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems, and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Financial Counseling Representative I, you will help counsel uninsured and/or under-insured patients to attempt to obtain a paying funding source. Every day you will educate patients on their responsibilities and potential options while also accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. To thrive in this role, you must have strong customer service skills, great attention to detail and the ability to multi-task and navigate between multiple systems simultaneously. Here is what you will experience working as a Financial Counseling Representative I: * Provide compassionate customer service to uninsured and underinsured patients, ensuring a positive financial experience. * Conduct financial screenings, explain costs, and benefit, and recommend payment options or financial assistance. * Help patients and families complete Medicaid and assistance applications, including gathering required documents. * Work with Case Management, Clinical staff, and outside agencies to determine eligibility, secure coverage, and advocate for patients. * Track authorizations and eligibility for services, alert appropriate staff to potential delays, and perform other assigned duties. Required Skills: * High School Diploma or GED, preferred. * 0-1 years of hospital experience For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook
    $15.4-23.1 hourly Auto-Apply 1d ago
  • Financial Representative State Farm Agent Team Member

    Julie Tourangeau-State Farm Agent

    Investment banker job in Rochester, MI

    Job DescriptionBenefits: Bonus based on performance Company parties Health insurance Paid time off Profit sharing Training & development ROLE DESCRIPTION: As a sales team member with Julie Tourangeau State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field preferred. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office
    $31k-62k yearly est. 13d ago
  • CPQ Consultant - Financial Services

    Accenture 4.7company rating

    Investment banker job in Detroit, MI

    We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** Our Digital Commerce services create new, innovative customer journeys through bleeding-edge, end-to-end solutions that unify the digital and physical. Leveraging deep industry knowledge and expertise, we build connected and personalized customer experiences that catalyze customer buying decisions-at speed and at scale. We strategize, design, develop and implement omni-channel B2C and B2B commerce capabilities, platforms and systems. By improving digital channel maturity and delivering integrated experiences, we boost customer interaction and engagement, delivering tangible results and a better bottom line. You are: You have proven work experience in the CPQ space. You are a problem solver with extensive consulting and industry experience. You have a mind for both technology and business, and you know the ins and outs of sales team functions and operations. You are a clear and effective communicator, and you have an open, relatable manner with clients and colleagues. You perform well in an agile, fast-paced working environment. You know how to balance being a leader with contributing to the collective efforts of the team. The work: While there will never be a typical day at Accenture Song, we've highlighted a few of your exciting responsibilities: * Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies * Lead delivery teams that help clients build and manage customer relationships and maximize sales * Advise clients on ways to measure and improve their customer satisfaction and other business metrics * Establish long-term client relationships and identify opportunities to help build the Accenture Consulting practice * Manage and coach junior team members, and continue to grow your own expertise to help Accenture maintain its thought-leadership position * Help delivery large-scale CPQ solution implementations, providing hands-on contributions to the software design, development, and implementation. * Resolve integration and interfacing issues between various back-end systems. * Optimize application performance and scalability. Qualification Here's what you'll need: * 4+ years of experience architecting CPQ solutions including capabilities such as: * Product modeling, configuration, and rules (CTO and ETO) * Guided configuration and selling * Pricing and discounting * Workflow and approvals * Quoting, document generation, and e-signature * Contracts, subscriptions, and renewals * Quote to order conversion * 2 years of experience using CPQ platform technologies such as Conga, SAP CPQ (formerly Callidus), Oracle CPQ Cloud (formerly Big Machines), PROS, and Salesforce Revenue Cloud (formerly Steelbrick). * A minimum of 2 years of hands on experience with development in order to support the dev team & validate code and/or scripts. * 1+ years of experience in the CPQ space within the Financial Services industry. Bonus points if: * You have certifications in any of the following: * Oracle CPQ Cloud Certified Implementation Specialist * Salesforce CPQ Specialist * Salesforce Admin * Salesforce Developer * Conga CPQ Product Certification * Experience with cloud application architectures, data models, configuration, and customization * Experience with application integration methods including: Web service standards (WSDL, REST, SOAP, XML), Middleware/ETL, and bulk extract/load * Experience with several of the following languages or standards: SQL, SOQL, SOSL, Java, JavaScript, JQuery, JSON, HTML/XHTML, CSS, XML/XSL, BML, Apex, Visualforce * Experience in application architecture / enterprise architecture, systems integration and development, and package implementation with knowledge of interactive design * Expertise in working with other relevant CPQ packaged solutions * Firm understanding of web application design and analysis, design patterns, and object-oriented design * Strong leadership skills, including the ability to facilitate team and client meetings effectively and to deliver constructive feedback * Experience with web application design and analysis, design patterns, and object-oriented design Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $63,800 to $205,800 Cleveland $59,100 to $164,600 Colorado $63,800 to $177,800 District of Columbia $68,000 to $189,300 Illinois $59,100 to $177,800 Maryland $63,800 to $177,800 Massachusetts $63,800 to $189,300 Minnesota $63,800 to $177,800 New York/New Jersey $59,100 to $205,800 Washington $68,000 to $189,300 #LI-NA-FY25 Locations
    $39k-56k yearly est. 11d ago
  • Financial Services Representative - State Farm Agent Team Member

    Joan Warner

    Investment banker job in Farmington, MI

    Responsive recruiter Replies within 24 hours Benefits: Flexible schedule Opportunity for advancement Training & development About Us Our office is a dynamic, fast-paced environment where no two days are the same. Phones are constantly ringing, clients are stopping by, and our team thrives on collaboration and energy. With over 33 years of combined experience, our close-knit team of 7 in-office professionals (plus 1 part-time remote team member) works together to deliver exceptional results. Why Join Us? We are looking for individuals who thrive in a busy, collaborative environment and enjoy being part of a team that supports one another and celebrates success. Position Overview: Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand. Responsibilities: Forge enduring customer relationships and proactively follow up to ensure continued satisfaction. Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions. Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs. As an Agent Team Member, you will receive... 401K Hourly pay plus commission/bonus Health benefit stipend ($350/month) Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency $1000 signing bonus Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $35,000.00 - $75,000.00 per year Ready to Launch Your Career? If you want to work in an environment that is fun, challenging, and rewarding, then Joan Warner - State Farm Agent may be the right fit for you! About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, and Retirement Planning. Our office is located in Farmington, MI. Our agency has received awards including: Ambassador Travel, Legion of Honor, and Golden Triangle We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $35k-75k yearly Auto-Apply 60d+ ago
  • Financial Counseling Representative I - Onsite

    R1 RCM 4.8company rating

    Investment banker job in Detroit, MI

    This is an onsite role. Please see the address below for this PRN role: Henry Ford St. John Hospital & Medical Center 22101 Moross Detroit MI, 48236 R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems, and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Financial Counseling Representative I, you will help counsel uninsured and/or under-insured patients to attempt to obtain a paying funding source. Every day you will educate patients on their responsibilities and potential options while also accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. To thrive in this role, you must have strong customer service skills, great attention to detail and the ability to multi-task and navigate between multiple systems simultaneously. Here is what you will experience working as a Financial Counseling Representative I: Provide compassionate customer service to uninsured and underinsured patients, ensuring a positive financial experience. Conduct financial screenings, explain costs, and benefit, and recommend payment options or financial assistance. Help patients and families complete Medicaid and assistance applications, including gathering required documents. Work with Case Management, Clinical staff, and outside agencies to determine eligibility, secure coverage, and advocate for patients. Track authorizations and eligibility for services, alert appropriate staff to potential delays, and perform other assigned duties. Required Skills: High School Diploma or GED, preferred. 0-1 years of hospital experience For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook
    $15.4-23.1 hourly Auto-Apply 2d ago
  • Personal Banker

    First National Bank of Howell 3.7company rating

    Investment banker job in Howell, MI

    Personal Bankers play a vital role in the customer banking experience. You will build banking relationships with customers by providing products and services that meet their ever-changing needs. We're looking for a Personal Banker at our Genoa Township branch. Qualifications: Education: High School degree, GED or foreign equivalent required (college degree preferred) Experience: Minimum 1 year sales experience required (2-5 years preferred) Personal: Job experience with extensive customer contact, including building & maintaining customer relationships. Excellent probing and listening skills to uncover customers needs. Excellent interpersonal, verbal, and written communication skills. Self motivated, assertive, perform well in a competitive sales environment and interact with customer and team members in a professional and personable fashion. Strong presentation, planning, organization, and follow-up skills. Ability to work Saturdays, and some evenings required. First National Bank is an equal opportunity and affirmative action employer. Minorities / Females / Individuals with Disabilities / Protected Veterans
    $30k-34k yearly est. Auto-Apply 60d+ ago
  • Citizens Banker

    Citizens Financial Group, Inc. 4.3company rating

    Investment banker job in Westland, MI

    Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations. What you'll get * Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback. * Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually * Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. * Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications * High School degree or GED required * 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals * Ability to effectively ask questions and identify needs to improve the customer relationship * Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions * Demonstrated skills in using digital technology to support the delivery of business goals * Aptitude to problem solve and provide solutions to customer issues * Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration * Self-motivated, confident and ability to multitask effectively * Ability to work branch hours, which can include weekends and evenings * Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS. * Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience * 1 year cash handling experience Hours and Work Schedule * Hours per Week: 40 * Work Schedule: Varies with branch needs and may include weekends and evenings Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion" Human Rights Campaign Corporate Equality Index 100 Award
    $24.5 hourly Auto-Apply 27d ago

Learn more about investment banker jobs

How much does an investment banker earn in Ferndale, MI?

The average investment banker in Ferndale, MI earns between $92,000 and $296,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Ferndale, MI

$165,000
Job type you want
Full Time
Part Time
Internship
Temporary