Investment Banker Jobs in Grosse Pointe Park, 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 be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. 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 60 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 60 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.

The Rock Family of Companies is made up of nearly 100 separate businesses spanning fintech, sports, entertainment, real estate, startups and more. We're united by our culture - a drive to find a better way that fuels our commitment to our clients, our community and our team members. We believe in and build inclusive workplaces, where every voice is heard and diverse perspectives are welcomed. Working for a company in the Family is about more than just a job - it's about having the opportunity to become the best version of yourself. As a Trader, you'll track market conditions to sell mortgages and mortgage-backed securities, create models and reports of trends, and maintain relationships with buyers. About the role Execute sales of mortgage loan pools under the direction of leadership Regularly evaluate all execution avenues, including MBS, cash window, whole loan, servicing released/retained and private-label securitization Explore new mortgage loan sale opportunities Create, maintain and deepen relationships with buyers of whole loan and/or mortgage assets (Fannie Mae, Freddie Mac, Ginnie Mae, Wall Street firms, large national mortgage banks, depository banks and other financial institutions) Monitor market conditions, investor sentiment and trading volume/activity Regularly communicate emerging market dynamics and valuation trends to team members and colleagues Assist in the development of a mortgage trading strategy meant to maximize profits while reducing risk Identify relative value opportunities that support business/team strategies Prepare reports detailing executed trades, profits and losses Monitor and manage our pipeline of loans not yet sold Provide guidance to junior traders and team members Design and implement major process changes where warranted Responsible for multiple trading books on the desk Occasionally serve as leadership alternate when more senior leaders are unavailable About you Minimum qualifications 2 years of experience in trading Some experience in mortgage process/secondary market trading Bachelor's degree or equivalent experience Proficiency in the Microsoft Office suite Preferred qualifications 4 years of experience in trading What you'll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. About us Rocket Mortgage was founded in 1985. Today, we're a Detroit-based, publicly traded company with a mission to Help Everyone Home. At Rocket Mortgage, we believe that home is more than the house you live in. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams. We're known as experts in the mortgage industry, but we're also innovators - we strive to create the best experiences for our clients from beginning to end. And we're not your typical employer. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals. This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team at ************************** . The Company is an Equal Employment Opportunity employer, and does not discriminate in any hiring or employment practices. The Company provides reasonable accommodations to qualified individuals with disabilities in accordance with state and federal law. Applicants requiring reasonable accommodation in completing the application and/or participating in the employment application process should notify a representative of the Human Resources Team, The Pulse, at **************************.

Organization : NameDETROIT MIDefault: Location : CityTROYOverview 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. Position Demands Access to an automobile and ability to maintain a valid driver's license.

This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in either our Memphis, TN or Southfield, MI Corporate Office. **Responsibilities** : + Provide advanced product/service information and respond to complex customer questions about the product/service. + Record and process custom/special orders that may require additional resources for delivery and coordinate with those teams as required. + Respond to more advanced issue escalations promptly and appropriately; provide managerial approvals as required. + Make calls (by telephone or video call) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints. + Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities. + Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements. + Provide exceptional service to customers to encourage continued use of the organization's products/services. + Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. + Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. **Skills** : + Works with full competence to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. Typically works without supervision and may provide technical guidance. + Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works without supervision and may provide technical guidance. + Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance. + Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance. + Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers. + Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works without supervision and may provide technical guidance. + Works with guidance (but not constant supervision) to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. + Works with guidance (but not constant supervision) to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. + Works with guidance (but not constant supervision) to quickly and effectively establish trust within the buying centers in the client's organization. + Works with guidance (but not constant supervision) to accurately identify and understand the key buying influences pertaining to an opportunity. + Works with guidance (but not constant supervision) to acknowledge and ask questions to understand the circumstances surrounding client indifference. + Works with guidance (but not constant supervision) to articulate why a client does or does not want a change based on their business objectives and challenges. **Licenses/Certifications** + **SIE required** (prior to start) _provided that an exemption or grandfathering cannot be applied._ + **Series 7 License** **required,** _or ability to obtain within six (6) months._ + **Series 63 (or 66) License** **required** , _or ability to obtain within six (6) months._ **Education** High School (HS) (Required) **Work Experience** General Experience - 13 months to 3 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - Financial Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA) **Travel** Less than 25% **Workstyle** Hybrid 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-CA1

Salary Range: $25.73 - $27.80 / hour 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 + Bilingual Arabic Speaking preferred Hours and Work Schedule + Hours per Week: 40 + Work Schedule: Varies with branch needs and may include weekends and evenings #LI-CITIZENS5 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. 05/30/2025

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

Wallbank Industrial Mentorship Cohort Engineered for Excellence Hey there, future superstar! Are you a high school senior or college student interested in learning how to jump start your career in manufacturing or engineering? We're here to help! Wallbank Industrial is excited to announce our brand-new Mentorship Cohort program, and we want YOU to be part of it! Wallbank Industrial is a privately held automotive manufacturing company in Port Huron, MI. It's the parent company of PJ Wallbank Springs and Edison Manufacturing and Engineering, both of which hold unique roles in manufacturing. But, we're not just about manufacturing - we're passionate about cultivating the next generation of talent. And guess what? We've built something special just for you! What's in it for you? Gain insider access to industry expertise Get hands-on exposure to real-world automotive manufacturing Network with peers and industry leaders Boost your resume with a unique, year-long professional development experience Walk away with a personalized roadmap to jump start your career What to Expect 1-year program with 6 awesome cohort sessions (likely 1-2 hours each) Mix of onsite and online learning, panel discussions, and hands-on experiences Guidance from Wallbank Industrial experts and other industry leaders Exclusive LinkedIn group for networking and sharing achievements with your peers What We'll Cover Kick-off and introductions (Get ready to be excited!) Career stories and advice from industry pros Resume, LinkedIn, and job search tips tailored for engineers Onsite tour of Wallbank Industrial and networking social (Yes, it's as cool as it sounds) Growth, learning, and development in engineering and manufacturing Mapping out your dream career (We'll help you create your personal roadmap to success) Who Should Apply? We're looking for a select group of enthusiastic individuals who are: High school seniors or current college students Interested in manufacturing and engineering Curious and have a love for learning Ready to take their career to the next level Why Wallbank Industrial? We care deeply about people and making an impact. In fact, we have a track record of investing in early career talent, from funding engineering curriculums in local schools to offering STEM scholarships to hosting a FIRST Robotics practice field to a well-established Intern Academy. Now, we're taking it up a notch with this mentorship program. Ready to engineer your future? Let's build your future, together, at Wallbank Industrial! Apply now and gear up for an amazing year of growth, learning, and fun. Questions? Reach out to Alexa Orr at [email protected].

divp style="text-align:left"spanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspan We're building a spanspanspanspanspan class="WEH1"relationship-oriented/span/span/span/span/span bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. /span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/pp style="text-align:inherit"/pp style="text-align:left"spanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspan At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. /span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/pp style="text-align:inherit"/pp style="text-align:left"spanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspan To learn more about CIBC, please visit a href="************ cibc. com/en/about-cibc. html" target="_blank"CIBC. com/a/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/pp style="text-align:inherit"/pp style="text-align:inherit"/ppb What you'll be doing/b/pp/pp As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Center where you'll make a meaningful difference in our clients' lives. As a Personal Banker, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You're flexible to work our banking center hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centers within a reasonable travel distance. Our Birmingham, MI office is a Flagship location and the ideal candidate will need at 2 years of Personal Banker and Teller experience. As well as cross boarder account opening experience. /pp/ppbi There is no sponsorship or relocation assistance offered for this role. All candidates must reside locally to Birmingham, MI . /i/b/pp/ppb How you'll succeed/b/pullipb Client engagement - /bMeet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals. /p/lilipb Relationship building - /bEngage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities. /p/lilipb Leveraging technology - /bBecome a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs. /p/li/ulp/ppbspan Who you are/span/b/pullipb You put our clients first. /b You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. /p/lilipb You're goal oriented. /b You're motivated by accomplishing your goals and delivering your best to make a difference. /p/lilipb You know that details matter. /b You notice things that others don't. Your critical thinking skills help to inform your decision making. /p/lilipb You're passionate about people. /bYou find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. /p/lilipb You love to learn. /b You're passionate about growing your knowledge, and you know that there is no limit to what you can achieve. /p/lilipb You're a certified professional. /bYou have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). /p/lilipb You can demonstrate 1 year experience in/b working with clients and achieving sales results. bIt's an asset if/b you have prior banking experience in a similar capacity. /p/lilipb Values matter to you/b. You bring your real self to work and you live our values - trust, teamwork, and accountability. /p/li/ulp/ppi*Subject to plan and program terms and conditions/i/pp/ppa href="*********** cibc. com/en/about-us/california-consumer-privacy-act-employment. html" target="_blank"span California residents - your privacy rights regarding your actual or prospective employment/span/a /pp/pp/pp At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $50,500 - $55,000 for the Birmingham, MI market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members. /pp/pp Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. /pp/ppbispan This position does not offer visa sponsorship. /span/i/b/pp style="text-align:inherit"/pp style="text-align:left"spanspan At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential. /span/spanspanspan /span/span/pp style="text-align:inherit"/pp/ppspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanb What you need to know/b/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/pullipspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspan CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact a href="mailto:Mailbox. careers-carrieres@cibc. com" target="_blank"spanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspan Mailbox. careers-carrieres@cibc. com/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/a/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/p/lilipspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspan You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span. /p/lilipspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspan We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. /span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/p/li/ulp/pp/pp/pp/pp style="text-align:inherit"/pp style="text-align:left"bExpected End Date/b/p2025-01-16p style="text-align:inherit"/pp style="text-align:left"bJob Location/b/pMI-34901 Woodward Avep style="text-align:inherit"/pp style="text-align:left"spanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanb Employment Type/b/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/pRegularp style="text-align:inherit"/pp style="text-align:left"bWeekly Hours/b/p40p style="text-align:left"spanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanspanb Skills/b/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/span/pClient Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented/div

Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities * Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially. * Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products * Consistently attains individual activity, behavior, and outcome expectations. * Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts. * Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients * Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.). * Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. * Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. * Support of branch operations including assisting with client transactions on the Teller line as needed. * Participate in and occasionally facilitate morning huddles and end of day debriefs * Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice * Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications * High School Diploma, GED, or equivalent experience (required) or * Bachelor's Degree (preferred) Experience Qualifications * Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required) * Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required) * Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred) * Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required) * Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) * Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required) * Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Licenses and Certifications * FINRA License S6 Upon Hire (required) * FINRA License S63 Upon Hire (required) * FINRA Security Industry Essentials (SIE) Upon Hire (required) * Life and Health Insurance Licenses Upon Hire (required) Tactical Skills * Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions * Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts * Strong work ethic and high level of integrity * Excellent Time management skills Personal Skills * Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions * Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals * Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process * Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes * Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity Practical Skills * Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes * Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively * Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures * Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients * Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies * All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands * Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Driving Requirements * Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Job Posting Expiration Date: 08/01/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.

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 #LI-CITIZENS5 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 Human Rights Campaign Corporate Equality Index 100 Award Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for People with Disabilities Fair360 Top Regional Company FORTUNE's World's Most Admired Companies Military Friendly Employer

Location : Address 2200 E. 12 Mile Rd. Location : City Royal Oak Location : Postal Code 48067 Responsibilities Branch Hours Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager. Job Description Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations. As a Retail In-Store Financial Service Representative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free. What You'll Do: Deliver stellar service to credit union members and potential new members. No slackers here! Serve as a face for our brand. Happy, confident, positive - that's who we are. Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them. Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member. Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First! Qualifications What We're Looking For: Outgoing, personable candidates. You must truly love talking to people to work here. Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better! Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience. You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field. A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members. We need team players! You must be able to assist at any of our in-store locations to meet business needs. Who We Are Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs. Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth. Michigan First highlights: 500 team members 32 locations spanning the Lansing area, Grand Rapids and Metro Detroit Industry leader in community support and charitable giving through the Michigan First Foundation Member Services Call Center operates 24/7/365 Over $1.5 Billion in assets Awards Michigan First Credit Union has been the proud recipient of: 2024 Best & Brightest in the Nation 2024 Best & Brightest in Metro Detroit 2024 Best & Brightest in West Michigan 2024 Best Credit Unions to Work For 2024 Crain's Cool Places to Work 2024 Detroit Free Press Top Workplaces 2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level 2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions) Benefits and perks of joining our award-winning team include: Very competitive pay Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance 401(k) - 100% match up to 5% deferral Tuition reimbursement for both Undergraduate and Graduate degree program Access to a complimentary concierge service that assists with nearly any item on your to-do list Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms Wellness initiatives and events throughout the year to help team members stay healthy Loan discounts for certain secured and unsecured loans and mortgages Opportunities for pay increases, incentives and profit-sharing, based on performance Onsite subsidized top notch Cafe 26 for team members' use Onsite bowling center Michigan First Credit Union is an Equal Opportunity Employer.

FreeStar Financial Credit Union is looking for an entry level Lender in Branch. If you would love to use your skills in service and consumer or mortgage lending, this member service position may be the role for you! Days: Monday-Friday, Occasional Saturdays Benefits: 120 hours PTO in the 1st year Affordable healthcare/dental/vision available at 30 days 401k with up to 6% match Up to a 5% annual incentive bonus Salary: $18 - 19 per hour, plus monthly incentives Purpose: The primary purpose of a Member Service Representative (Lender) is to assist FreeStar Financial Credit Union in fulfilling our mission to positively impact the lives of our members, team members, and community through making meaningful connections and progressive financial solutions. This is accomplished by assisting our members in-branch with their accounts and guiding them through the consumer or mortgage loan process. Duties: A lender observes all of the core values that have been established and abide by the standards of the position, which have been developed to support our values and provide superior service to our members. A lender provides efficient and accurate service in transactions which include, but not limited to, account status and activity, check cashing, deposits, withdrawals, transfers, loan payments and resolving eService issues in person and over the phone. A lender provides efficient and accurate service in transactions using the ITM which include, but not limited to, check cashing, deposits, withdrawals and loan payments. A branch lender serves as a back-up teller balancing on a daily basis the assigned cash drawer, TCR and ITM including all negotiable instruments. A lender acts as back-up vault teller as needed, placing weekly cash orders timely as well as accepting and verifying incoming/outgoing cash from the Federal Reserve and being responsible for the daily vault cash to and from the tellers as well as balancing the vault daily. Responsible for, but not limited to, opening new accounts, certificates, and IRA's. Assist members with requests and questions relating to the function and servicing of their accounts. Provide efficient and accurate service when processing consumer or mortgage loan requests, in person or over the phone. Utilize training tools to assist members in the decision-making process of credit insurance products for each loan. Meet member needs by cross-selling all products and services offered by the credit union, including but not limited to lending protection solutions. Must achieve all minimum sales standards as established by leadership. Education & Experience: High School Diploma or equivalent. Preferred minimum of one year of experience in the financial industry. Preferred experience in a retail or sales position.

div class="job-preview-details" div class="vertical-padding" div Full-time/div /div div class="job-listing-header"Description/div divpstrong General Summary of Duties:/strong/pp Provides quality service to internal and external members' in-person and over the telephone. Performs all duties assigned to the teller and member services areas according to established policies and procedures./ppbr//ppbr//ppstrong Essential Functions and Other Responsibilities:/strong/polli Provide prompt and courteous service to all internal/external customers/members in-person and on the telephone. Accurately answer all inquiries regarding SCU products/services. Professionally problem-solve and resolve all complaints or refer for assistance as needed. /lili Maintain working knowledge of and aggressively promote credit union products/services at every opportunity, to include completing outbound calls, making referrals that result in new services to new/existing members. Complete Sales Plus logs./lili Perform duties necessary to order and maintain department office supplies and supplies in individual work area. Prepare workstation daily and keep workstation organized. Process mail distribution (incoming/outgoing)./lili Conduct all work in a safe and healthful manner. Perform as part of a team and assist other employees/departments as needed. Train/mentor other credit union employees as directed. Maintain update of work status to supervisor as required. /lili Maintain the security of all codes, procedures, and other items related to office security. Place documents that need to be shredded in the proper place for shredding. Maintain knowledge of and follow the established process for key control and security. Open/close office by disarming/arming alarms, as established procedures require. /lili Balance daily. Perform operational duties and troubleshoot problems with department equipment. Report errors, abnormalities, and out of balance conditions to supervisor immediately. Correct all out of balance conditions as applicable. Process end of day voucher and office closing procedures./lili Maintain functional knowledge of online systems and all software used in the department, including the process to follow if the system goes down. /lili Maintain thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference amp; Guidelines, BSA, and OFAC. /lili Prepare reports, file, make photocopies/scans, and scan signature cards as required and assigned. Create new Excel reports and maintain current./lili Backup the duties of the head employee, and/or other functions as assigned by management. /lili Perform all member service related duties, including but not limited to; opening/closing/changing of deposit accounts and regular/IRA certificates; issue, order new, close/renew, change/adjust, setup ACH, chargebacks, NSFs, and balance transfer requests on Credit/Debit card accounts; processing of stop payments, copies, corrections, orders, and balancing checking accounts; safe deposit applications and member access; process and issue direct/indirect loans, storage waivers; mortgage/home equity preliminary applications; process all payroll requests and changes; wire transfers; skip-a-payments; and all member account related file maintenance requests according to procedures./lili Maintain working knowledge of; lending policy, loan approval guidelines, and other related laws and/or regulations; NADA values/resources; and HMDA. /lili Aggressively promote and sell the CUNA Mutual Lender Development Program to credit union members. Calculate loan term, rate, amount financed, and payment amount with all eligible insurance coverages. Assist members with Credit Life and Disability claims. /lili Perform duties of membership officer as assigned and according to procedures./lili Perform duties to; unlock/lock entrance doors; schedule/assume responsibility for member appointments; pull/review consumer credit reports and investigate disputes; process lien terminations; clean loan files; keep loan vault in order; review security title and tracking exception report; process CPI and handle follow-up issues; loan verifications; youth program related activities; handle UPS/Fedex in/out and other office deliveries; and department assigned side jobs./lili Perform Indirect lending related duties to include; supply dealers with loan documents; mail out appropriate letters to members who receive Indirect loans; keep management informed of dealer, Famp;I, and personnel changes; update Indirect dealer signature cards; inform dealer of rate changes and holiday closings; fax approval with requirements to dealers; process loan denials and ensure members are properly notified; and pay dealer fees. /lili Perform all teller related duties, including but not limited to; balance cash drawer, checks received, TCDs, and other miscellaneous items; process member deposits, payments, withdrawals, check cashing, mail requests; payroll changes, cashier checks, Visa/MasterCard cash advances, money orders, gift cards and other promotional items; scan checks and balance Check 21; open/close check printer and money order machine; opening/closing of sub-accounts; member deposit verifications. /lili Maintain updated brochures in lobby; supply of brochures and ensure they are up-to-date; verify cashier check log; process electronic services and EFT applications; process stop payments, copies, and orders; process night drop-box or in-office drop box transactions; and perform all member acknowledgement desk related duties. /li/olpbr//ppbr//pp NOTE: The list of essential functions is not limited. It may be supplemented as necessary from time to time./ppbr//ppstrong Standards:/strong/pp Perform all job tasks/functions as assigned and/or directed; according to policy, procedures and standards; use Service/Sales plus skills at all times; meet all cross-sell and productivity standards as set by management; and read/respond to all communications (voice mail/email/message board) communications in a timely fashion. /ppbr//ppstrong Core Competencies:/strong/pulli Reasoning: apply rational method of problem solving to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, blueprint, or schedule form./lili Math: add, subtract, multiply, and divide all units of measure. Perform the four operations with like common and decimal fractions. Compute ratio, rate, and percent. Draw and interpret bar graphs. Perform arithmetic operations involving all American monetary units./lili Language - read a variety of books and magazines. Write reports and essays with proper format, punctuation, spelling, and grammar, using all parts of speech. Speak before an audience with poise, voice control, and confidence, using correct English and well-modulated voice./li/ulpbr//ppbr//ppstrong Position Specific Competencies:/strong/pulli Must have good keyboard skills./lili Must have good numerical, clerical, and communication skills./lili Must have good customer service skills and cross-selling ability./lili Must have the ability to work effectively with management and other staff. /lili Must have the ability to deal effectively with people, and promote a team environment. /li/ulpbr//p/div div class="job-listing-header"Requirements/div div data-bind="html: Job.Requirements"pstrong Minimum Qualifications:/strong/ppu Education:/u A high school diploma or equivalent./ppu Experience:/u Previous cash handling and customer service experience desired./ppu Licenses/Certifications:/u Must attain all required licenses and/or certifications to perform duties of position./ppbr//ppbr//ppbr//ppbr//ppstrong Physical Demands:/strong/pp 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./ppbr//pp While performing the duties of this job, the employee is regularly required to sit, use hands, fingers, talk, or hear. The employee is frequently required to sit, stand, and reach with hands and arms. The employee may occasionally lift up to 20 lbs. and/or exert force to move up to 50 lbs./ppbr//ppbr//p/div div class="job-listing-header"Salary Description/div div$18.00 to Start/div /div

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Center where you'll make a meaningful difference in our clients' lives. As a Personal Banker, you'll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You're flexible to work our banking center hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centers within a reasonable travel distance. Our Birmingham, MI office is a Flagship location and the ideal candidate will need at 2 years of Personal Banker and Teller experience. As well as cross boarder account opening experience. There is no sponsorship or relocation assistance offered for this role. All candidates must reside locally to Birmingham, MI. How you'll succeed * Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals. * Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities. * Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs. Who you are * You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. * You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference. * You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making. * You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. * You love to learn. You're passionate about growing your knowledge, and you know that there is no limit to what you can achieve. * You're a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). * You can demonstrate 1 year experience in working with clients and achieving sales results. It's an asset if you have prior banking experience in a similar capacity. * Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. * Subject to plan and program terms and conditions California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $50,500 - $55,000 for the Birmingham, MI market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members. Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. This position does not offer visa sponsorship. At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential. What you need to know * CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** * You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. * We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Expected End Date 2025-01-16 Job Location MI-34901 Woodward Ave Employment Type Regular Weekly Hours 40 Skills Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

Well-established, high-volume wholesale dealership in Fenton Michigan is seeking experienced, self-motivated sales professional with experience in both sales/ sales management and financial services. Ideal candidates are well versed in the business office and can perform the duties of a full front-to-back single touch sales process. Applicants should be prepared to manage online and phone leads, as well as showroom traffic. Successful people in this role can generate exceptional earnings, as the pay plan compensates for both unit sales and back gross. We offer a welcoming, professional work environment with a supporting team of high caliber area specialists in accounting, wholesale acquisition and sales, and vehicle reconditioning. We carry many makes and models with over 300 vehicles in stock. Finance office products include warranty, GAP, rust/paint/interior, tire & rim and etching from a reputable company that pays claims for great retention of all your clients. This is an opportunity for talented auto pros who want to maximize their earnings. Minimum 2 years' car sales experience, preferably strong finance office experience and a good understanding of prime and non-prime deal structuring. Must have clean background check, must have current and valid license. Apply in confidence or contact us to learn more.

At F&M, our personal bankers do more than handle requests; they establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a qualified personal banker to join our team. Our ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, you must be trustworthy and precise. Your contribution will reinforce our reputation as a trusted bank in the community. This position is the “Customer Ambassador” for the bank with the overall purpose of providing exceptional service to our customers via multiple channels but primarily face-to-face interaction with the bank. The ideal candidate will be passionate about empowering customers to meet their financial goals and have a thorough understanding of the customer's transaction requirements. Excellent communication is a critical trait necessary to educate customers and refer appropriate products and services matching their needs. This position will open deposit accounts and complete the processing of regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient and accurate manner. Provides personalized banking services to financial institution customers by performing the following duties. They will educate customers about the Banks' sales and service delivery options and refer the appropriate products and services matching the customer needs. This position will also effectively refer customers to the appropriate source or channel to address their need. Through a formal development process, those reaching level two, would do the above with the addition of consumer lending and servicing related needs of the customer. In this role while acting as consumer lender, the banker would also be the subject matter expert in the office for business accounts. In a level II role, the banker will exhibit expert level banker knowledge. OBJECTIVES OF THIS ROLE: Have an excellent and thorough understanding of the bank products/services and the customer's current relationship, offer information on bank products and services that can benefit the customer and enhance their banking relationship. (Listen to the customer's needs and match those needs to the bank's products and services resulting in referrals.) Evaluate needs of potential customers and offer appropriate financial products and services while utilizing BN Control. Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay. Accounts include all deposit products including Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions, and contributions. Refer and schedule appointments with Home Loan Originators and educate customers on various home loan products. Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity. Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations. Promote and cross-sell Bank products and services as appropriate to customer needs, including FM Investments. Generate new business to assist in meeting profitability goals of the office, and production goals set by retail leadership. Answer telephone calls, take messages, provide information and direct calls to appropriate staff as necessary. Greet bank visitors, provide information, and direct them to appropriate staff as necessary. Take applications, analyze, and compile information and documentation collected to accurately approve or deny credit cards, personal loans, and auto loans to approved lending authority and within Bank policy. RESPONSIBILITIES: May also fulfill those responsibility outlined in Teller Job Description Identify customer needs, provide information on new products and services, and refer customers to branch representatives. Meet and exceed partner referrals and sale production goals as set by retail leadership. Open requested accounts in adherence to bank guidelines Track, record, report, and store transactional information and special requests Provide a high level of customer service, providing answers and assistance with a smile Comply and satisfactorily pass tests for bank policy and regulatory compliance that apply to position. Requirements QUALIFICATIONS: High school diploma, and/or 3-5 years of retail banking experience. Basic math and computer skills Working knowledge of banking/financial products and services Cash-handling experience Excellent communication, customer service, and time-management skills Ability to pass a background check Strong dedication to accuracy and efficiency ADDITIONAL REQUIREMENTS: Certificates and Licenses Valid Driver's License Personal Banker Certificate Notary Public Commission ** This position is scheduled to work Monday - Saturday, generally with a day off and / or occasional extended hours as needed to accommodate the flow of business. On occasion an employee may be asked to report to another location to fulfill staffing needs. COMPLIANCE: As generally applicable to F&M Bank and commensurate with these job functions, this job role includes accountabilities for following Bank policies and related procedures, as well as regulatory requirements involving federal and state laws, regulations, and related guidance. Compliance with Bank Secrecy Act (BSA), including accurate completion of Currency Transaction Reports (CTR) when applicable, Anti-Money Laundering Act (AML), Office of Foreign Asset Control (OFAC) and the USA PATRIOT Act. Adhere to Customer Identification, Customer Due Diligence and reporting of suspicious activities to the BSA Department. NON-EXEMPT/HOURLY COMPETENCIES: Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current. Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow. Attendance: Employee is expected to adhere to the attendance and break policy and communicate with your supervisor about anticipated time off or modifications to break times.

At F&M, our personal bankers do more than handle requests; they establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost care and attention to detail. To continue this tradition of superior service and accountability, we're looking for a qualified personal banker to join our team. Our ideal candidate will have experience with banking processes, money management, and customer service. First and foremost, you must be trustworthy and precise. Your contribution will reinforce our reputation as a trusted bank in the community. This position is the "Customer Ambassador" for the bank with the overall purpose of providing exceptional service to our customers via multiple channels but primarily face-to-face interaction with the bank. The ideal candidate will be passionate about empowering customers to meet their financial goals and have a thorough understanding of the customer's transaction requirements. Excellent communication is a critical trait necessary to educate customers and refer appropriate products and services matching their needs. This position will open deposit accounts and complete the processing of regular transactions, such as receiving and paying out money and keeping records of money and negotiable instruments involved in financial transactions in an efficient and accurate manner. Provides personalized banking services to financial institution customers by performing the following duties. They will educate customers about the Banks' sales and service delivery options and refer the appropriate products and services matching the customer needs. This position will also effectively refer customers to the appropriate source or channel to address their need. Through a formal development process, those reaching level two, would do the above with the addition of consumer lending and servicing related needs of the customer. In this role while acting as consumer lender, the banker would also be the subject matter expert in the office for business accounts. In a level II role, the banker will exhibit expert level banker knowledge. OBJECTIVES OF THIS ROLE: * Have an excellent and thorough understanding of the bank products/services and the customer's current relationship, offer information on bank products and services that can benefit the customer and enhance their banking relationship. (Listen to the customer's needs and match those needs to the bank's products and services resulting in referrals.) * Evaluate needs of potential customers and offer appropriate financial products and services while utilizing BN Control. * Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay. * Accounts include all deposit products including Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions, and contributions. * Refer and schedule appointments with Home Loan Originators and educate customers on various home loan products. * Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity. * Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations. * Promote and cross-sell Bank products and services as appropriate to customer needs, including FM Investments. * Generate new business to assist in meeting profitability goals of the office, and production goals set by retail leadership. * Answer telephone calls, take messages, provide information and direct calls to appropriate staff as necessary. * Greet bank visitors, provide information, and direct them to appropriate staff as necessary. * Take applications, analyze, and compile information and documentation collected to accurately approve or deny credit cards, personal loans, and auto loans to approved lending authority and within Bank policy. RESPONSIBILITIES: * May also fulfill those responsibility outlined in Teller Job Description * Identify customer needs, provide information on new products and services, and refer customers to branch representatives. * Meet and exceed partner referrals and sale production goals as set by retail leadership. * Open requested accounts in adherence to bank guidelines * Track, record, report, and store transactional information and special requests * Provide a high level of customer service, providing answers and assistance with a smile * Comply and satisfactorily pass tests for bank policy and regulatory compliance that apply to position. Requirements QUALIFICATIONS: * High school diploma, and/or 3-5 years of retail banking experience. * Basic math and computer skills * Working knowledge of banking/financial products and services * Cash-handling experience * Excellent communication, customer service, and time-management skills * Ability to pass a background check * Strong dedication to accuracy and efficiency ADDITIONAL REQUIREMENTS: Certificates and Licenses * Valid Driver's License * Personal Banker Certificate * Notary Public Commission This position is scheduled to work Monday - Saturday, generally with a day off and / or occasional extended hours as needed to accommodate the flow of business. On occasion an employee may be asked to report to another location to fulfill staffing needs. COMPLIANCE: * As generally applicable to F&M Bank and commensurate with these job functions, this job role includes accountabilities for following Bank policies and related procedures, as well as regulatory requirements involving federal and state laws, regulations, and related guidance. * Compliance with Bank Secrecy Act (BSA), including accurate completion of Currency Transaction Reports (CTR) when applicable, Anti-Money Laundering Act (AML), Office of Foreign Asset Control (OFAC) and the USA PATRIOT Act. Adhere to Customer Identification, Customer Due Diligence and reporting of suspicious activities to the BSA Department. NON-EXEMPT/HOURLY COMPETENCIES: * Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current. * Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow. * Attendance: Employee is expected to adhere to the attendance and break policy and communicate with your supervisor about anticipated time off or modifications to break times.

The Personal Banker is the face of Oxford Bank and will act as the primary customer contact within each branch. Personal Bankers of all levels will be lead team members in building and managing lifelong relationships with both consumer and business clients. Personal Bankers demonstrate a genuine interest in their customers and ask questions to understand financial needs and priorities. Personal Bankers will be product knowledge experts and understand the functions of all lines of business at Oxford Bank. Personal Bankers present options to clients to make their banking easy and convenient, ensuring the needs of the client always come first. Cultivating strong relationships will come through by recommending products, services and processing all transaction types. Personal Bankers have a genuine interest in learning and understanding client financial goals, both short and long term. Personal Bankers proactively contact customers by phone to follow up on client satisfaction, build relationships, and address any additional financial needs. Solutions to help customers will be directly recommended and implemented by the Personal Banker or bank experts/partners. The Personal Banker is the primary manager for customer relationships, is empowered and responsible to ensure bank partners provide excellent service and solutions to help the customer reach their goals. Special emphasis is placed on assisting customers with more complex needs such as personal financial reviews, lending services, small business needs, investments, and retirement. Primary Responsibilities Put customers at the center of everything you do * Display a friendly, positive attitude when serving both internal and external customers * Possess strong customer service skills * Build relationships with customers that go beyond one interaction * Focus on customer long-term financial needs * Engage customers in meaningful financial conversations that include understanding whats important to them * Inform customers of appropriate options available to help achieve financial goals * Proactively follow up with customers on commitments, satisfaction, and ongoing financial conversations to build lifelong relationships Earn customer trust * Demonstrate awareness and respect for customers time by ensuring all interactions are efficient and accurate * Follow all policies and procedures required to maintain accuracy, manage risk, prevent fraud, and protect customers Resolve customer complaints and concerns * Execute problem resolution steps in compliance with Oxford Bank protocols * Listen carefully to customers, displaying empathy for any situation * Take ownership of the issue and follow up to ensure the issue is resolved Possess strong character and values * Follow Oxford Bank Cultural Values (Core Values); see attached Culture Book * Exhibit a high degree of integrity, trustworthiness and professionalism, all the time * Manage risk by maintaining appropriate controls to ensure operational integrity and compliance with applicable regulations, policy requirements and audit procedures Embrace the opportunity to learn * Learn the features, fees and benefits of products and services that help meet customer needs * Seek opportunities for self-guided learning and embrace coaching and feedback from fellow team members Work effectively with a diverse team * Lead by example to create an inclusive and professional environment where all team members are treated with respect and diversity is valued * Demonstrate genuine care for every team member, taking the initiative to assist others * Participate in meetings and share ideas to help achieve team objectives Additional position requirements * Cash handling; process teller transactions, vault duties, ITM/ATM assistance * Operational excellence and internal/operational audit responsibilities * Open and Close accounts, account servicing and maintenance, and routine bank transactions * Any other tasks as needed and assigned by management * Accountable for maintaining performance standards, branch goals, and to contribute to the overall growth objectives of the branch and the bank (Goals are established and reviewed on an annual basis) Technical Skills * Knowledge and experience with bank computer and core operating system requirements, compliance and security. Basic PC skills to include working knowledge of Microsoft Office Applications, Word, Excel, Adobe, PowerPoint, DocuSign Education and Experience * 3 + years of customer service experience preferred * 2 + years of banking experience preferred * Bachelors degree and/or higher education preferred Eligible Team Members of Oxford Bank enjoy the following benefits: * Health and welfare benefits, including medical, dental, vision, life, FSA and disability. * Employee Wellness Program * Employee Tuition Assistance Program * 401(k) Retirement Plan with Company Match: Our 401(k) plan provides a wide range of investment options. * Paid Time Off: Our PTO policy provides team members with paid time off from work for vacation, personal business and sick time. * Paid Holidays: Ten paid holidays annually. Additional Information Department: Personal Banking Reports to: Branch Manager Travel: None - may be asked to help at other branch locations occasionally Hours of work: Monday through Friday work hours with chance of Saturday rotation hours as needed for possible appointments. Classification: Non-exempt Employment Type: Full-time Supervises: None Oxford Bank is an equal opportunity employer and is committed to providing equal employment opportunities and an environment free of discrimination and harassment. All employment decisions at Oxford Bank are made without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, veteran or disability status.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. + Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. + Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. + Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. + Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. + Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. + Provide guidance to CSRs with respect to the sales and referral process. + Promote customer satisfaction with a friendly, helpful demeanor and professionalism. + Act with confidence by answering customer questions and owning customer issues. + Maintain a position of trust and responsibility by keeping all business confidential. + Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. + Adhere to established policies and procedures while opening/servicing the full range of Retail products. + Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. + Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. + Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + College degree or work experience providing transferrable skills, or, combination of education and experience. + Experience in the financial industry preferred. + Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. + Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. + Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. + Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: + Normal office environment. + Extending viewing of computer screens. + This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. + Travel outside of the affiliate will be required for various classroom training sessions. #LI-KH1 Personal Banker Associate I LOCATION -- Woodhaven, Michigan 48183 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.