Investment banker jobs in Kentwood, MI - 60 jobs

Thank you for your interest in working with Eikenhout! We offer rewarding employment opportunities for talented individuals in the areas of material handling, delivery, finance, human resources, safety, inventory control and management. All of our jobs are in-person and we have locations in Grand Rapids, Saginaw, Traverse City, Mt Pleasant, Holland, Lansing, Petoskey, Kalamazoo, Muskegon & Gaylord. If you are interested in submitting your resume for any of these departments, please submit your resume and cover letter to this posting by clicking on "Apply for This Job". If there is a current posting that you are interested in, please submit your resume on that post instead of this one!

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

The position supports the Director, Financial Aid in overseeing the daily operations of financial aid administration, student accounts, and financial wellness programming. Key responsibilities include coordinating with the Accounting Office on billing and payment processes, assisting students with account and aid issues, monitoring compliance with federal regulations, and managing communications regarding financial aid deadlines. The role also involves loan processing, reconciliation, external scholarship coordination, and delivering financial education through individual counseling and events. To share this posting, please use this link: 6096349:Career Search DUTIES AND RESPONSIBILITIES: * Assists the director of Financial Aid in managing day-to-day operations in all areas of financial aid administration including student accounts and delivering financial wellness programs and events. * Manage communications and information sharing with Accounting Office on tuition, fees, books, billing dates, due dates, and payment plans. * Review student accounts for accuracy, and assist students with outstanding financial aid requirements. * Monitor past due student accounts and work with students to bring accounts up to date. * Coordinate with Accounting Office tuition billing to third-parties. * Organize, schedule and counsel students on pertinent topics related to financial wellness and financial planning including federal loan repayment options, loan consolidation, and loan forgiveness. * Monitor posting of checks to student accounts within established time frames. * Research external scholarships, manage web listing of scholarships and communications with students. * Serve as back up in managing data exchange (uploading and downloading of files) with U.S. Department of Education (ED) using the SAIG electronic mailbox, Common Origination and Disbursement (COD) for loan processing, National Student Loan Data System (NSLDS) for enrollment and award reporting, and other third-party processing systems. * Communicate to students regarding important dates/deadlines including FAFSA filing, verification, missing documents, and scholarship applications. * Share financial wellness activities with the Director and Coordinator, including one-on-one appointments, group presentations, and federal entrance and exit loan counseling. * Participate in professional development training. * Maintain current knowledge of laws, regulations, and institutional polices to ensure compliance. * Generate and review weekly audit reports on key financial aid metrics, including funding levels, loan and award limits, ISIR rejects, ISIR verification, and loan processing updates. * Generate and review monthly audit reports for NSLDS, aggregate loan limits, and student enrolled credit hours. * Reconcile federal Direct Loan disbursements between the Office of Financial Aid and the Accounting Office; ensuring data accuracy between the student information system and the Common Origination and Disbursement (COD) system. * Manage all aspects of student Leave of Absence processes including exit counseling, Return of Title IV funds calculations, NSLDS updates, and adjustments to cost of attendance and academic year timelines. * Execute and monitor monthly procedures for managing delinquent borrowers in accordance with federal guidelines. * Conduct research and contribute to the development and annual updates of the institution's Cost of Attendance. * Support the implementation of federal regulations and reporting requirements. * Provide assistance with Student Affairs events, including the White Coat Ceremony, Match Day, and Graduation. * Availability to work occasional overtime on weekends or evenings to complete time sensitive projects. * Acquires knowledge for new technology and policy/procedure revisions. * All other duties as assigned. To perform this job successfully, an individual must be able to perform each duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND/OR EXPERIENCE: * Bachelor's degree with one year experience in student financial aid or related area in post-secondary education preferred. Equivalent combination of relevant education and experience will be considered. * Experience working with a student information system is preferred. OTHER SKILLS AND ABILITIES: * Knowledge and proficiency in grammar, spelling and typing skills. * Ability to effectively communicate with others verbally and in writing. * Ability to operate automated standard office equipment such as multi-line phone system, copier/scanner, shedder, etc. * Ability to set priorities and meet assigned deadlines. * Ability to accept and apply feedback. * Regular and predictable attendance is expected. * Demonstrates the ability to recognize priorities in organization of work flow. * Able to perform duties independently, with a minimal need for direct supervision.

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

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

Location : Address 50 Louis St. NW Location : City Grand Rapids Location : Postal Code 49503 Responsibilities Under supervision, and in accordance with existing procedures and systems, provides a variety of member service functions involving the receipting and/or disbursing of funds, (i.e. checks, money orders, traveler's checks), open accounts/loans and have in-depth conversations with members to uncover unique and personalized solutions. Work involves constant and direct dealing with Credit Union members and potential members, and requires the ability to accurately record information and communicate effectively. Work will be performed on the teller platform, drive-thru window and/or FSR desk. KEY JOB RESPONSIBILITIES: Must be an excellent listener and possess the ability to uncover opportunities for expanding the member's relationship. To do this, the individual must possess great interviewing skills to uncover the true needs of our members. Must be a problem solver, have extremely strong evaluative skills, possess the ability to follow through on all of the details of the interaction, and take ownership of it from start to finish. Must be very experienced and skilled in our products and services. Must be able to work all hours that the branch is open, serving members, as well as the time needed to open or close the branch. Assumes responsibility for performing efficient, effective, and accurate performance of Teller functions, account openings, lending applications and documents, account maintenance documents. Performs Teller duties including receiving and processing deposits, loan payments, and transfers; processing cash advances, travelers' checks, cashiers' checks, money orders, government bonds, and similar transactions; disbursing cash or check withdrawals; receiving and processing payroll deduction starts, stops, and increases. Prepares proper receipts. Assists Head Teller by occasionally balancing vault and monitoring ordering, dispensing, shipping and balancing cash. Must display a positive attitude at all times and have a passion for serving our members. Must demonstrate very high energy, an interest in continuous learning and embrace challenge and change. Helps to ensure that Teller functions are correctly performed and are in accordance with established polices and standards. Ensures that all security procedures are followed and that all member service standards are exceeded. Assists in maintaining an inventory of cashier's checks, money orders, receipts, and other negotiable items for use in the Teller area. Assists in keeping ATMs and MWBCs filled and functional. Is expected to consistently meet (and/or exceed) monthly sales goals. Is expected to consistently look for ways to improve and streamline processes. Is expected to perform at the highest level with minimal day-to-day oversight. Becomes/is an advocate of The Michigan First Way, supporting all facets of it, including complete fulfillment of Our Promise, 5 STARS Service, SOLVE IT and our ISMs. Fosters a positive demeanor and image through professional representation in all contacts with both, team members and members. Consistently reflects and displays each of our “ISMs” in daily job performance, as well as in all business interactions while executing on our goals and initiatives. Learns and utilizes EMEC (Every Member's Experience Counts) in day-to-day responsibilities when communicating with members only. Qualifications High school diploma or general education degree (GED); Associate's Degree in business or related field is preferred. 3+ years of experience working in a professional environment. Experience working in a retail or financial services environment and knowledge of financial services and products. 3+ years of strong sales-oriented experience, preferably in a financial institution or related field. Has real world financial experience - either personally or professionally. Understands the differences in products and services offered by other financial institutions to those offered by the Credit Union. Has ability to read, write and comprehend simple business correspondence and effectively present information in one on one and small group situations. Has ability to operate standard office technology, equipment and tools. May occasionally be required to lift and/or move up to 50 pounds. Must truly enjoy and like people. The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical. Can balance empathy and logic in working with Credit Union members to help them reach their intended goals. Must have very strong interpersonal skills and exude a positive attitude at all times. Must maintain a professional appearance and demeanor at all times. Must be the subject matter expert (SME) in the Teller role for others to model behaviors, skills, and tasks from. 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.

Full-time Description Personal Banker Benefit Highlights Paid vacation, personal, sick, holiday, volunteer & birthday time off Top-notch health insurance, vision, and dental HSA, Flexible spending plans, life insurance, short-term/long-term disability coverage 401(k) with 6% match and 4% profit-sharing contribution Incentive bonus based on performance of the organization Starting Wage: $19.00/Hour, based on experience Location: Wyoming, MI About The Role As a Personal Banker, you'll serve as a trusted advisor, delivering friendly, expert service and tailored financial solutions to help members grow their financial wellbeing. You'll support a range of member banking needs-including account management, loans, and digital banking-in a collaborative, professional setting. Your efforts in community outreach will strengthen Arbor's presence and drive organizational growth. Where You're Headed Start your journey at Arbor as a Personal Banker and grow right where you are - Personal Banker II growth track promotions possible (with a pay increase). Personal Bankers often grow into Assistant Branch Managers and then onward to other leadership roles. The experience you'll gain also transfers well to roles in our lending or back-office teams. What You'll Do Build strong relationships with members to understand their financial needs and recommend appropriate products/services. Open and maintain various account types and assist members with transactions, loan applications, and account inquiries, debit card replacements, online banking, and direct deposit letters Engage in proactive outreach to strengthen Arbor's community presence and support organizational growth. Educate and support members in using digital banking tools and services. Resolve account issues and debit card disputes efficiently. Support branch operations through clerical tasks, balancing duties, and audit participation. Is This You? High School Diploma or equivalent 1 - 2 years' experience in banking/financial services Strong communication/interpersonal, attention to detail, organizational, and problem-solving skills Proficiency with Microsoft 365 and basic computer operation Professionalism in conduct, communication, and appearance Ability to work collaboratively in a fast-paced environment with frequently changing priorities based on member needs Ability to be bonded Preferred But Not Required: Proficiency with Fiserv DNA; Associate or Bachelor's degree (business, finance, or related); Experience with lending; Financial products/services knowledge Hours: Full-time (38 hours per week), with rotating Saturdays Why Join Arbor? For over 90 years, Arbor Financial Credit Union has helped members and employees thrive. We've built a workplace grounded in our core values: Work Together, Do the Right Thing, Be Creative, and Have Fun. Here, you'll enjoy meaningful work, growth opportunities, caring teams, and great benefits. Visit our website to discover what makes us exceptional and apply in minutes: *************************

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

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

Employment Type: Full-Time, On-site #LI-ONSITE Entry Salary Range: $19.84-$23.81 per hour with an incentive opportunity based on individual performance. Comprehensive Benefits Package We're committed to supporting your well-being and work-life balance through a robust benefits offering: Health & Wellness Medical, dental, and vision insurance to keep you and your family healthy. Financial Peace of Mind 401(k) with company match, life insurance, and disability coverage. Time Off Generous paid time off (PTO), paid holidays, and paid parental leave. Professional Growth Learning and development programs, plus tuition reimbursement to support your career journey. Additional Perks Free Telemedicine Employee Assistance Program (EAP) Wellness initiatives Paid Community Action Volunteer Hours *Parental Leave and Tuition Reimbursement are available after one year of service Advia offers a bilingual premium for this role. This premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency. What you should know about the role: The most essential function of this position is to proactively identify financial solutions for our members by Interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience and/or give the member peace of mind. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core. What to know about Advia: Advia is a fast-growing Credit Union. We are in the top 3% of credit unions in the United States and serve almost 200,000 members with assets over $3 Billion. We are deeply rooted in the communities we serve and have a passion for placing our members needs above all else. Our culture can only be described as “work hard, play hard.” Why you should work for us: Personal Bankers enjoy the ability to earn more than your base pay through our weekly incentive program. As a team member of Advia, you can expect regular and constructive guidance, development opportunities, great benefits including affordable medical/dental/vision insurance, 401k match, and generous PTO. You will also enjoy paid holidays and every Sunday off. You will work with a dedicated team and engaged leaders. We are committed to Equal Employment Opportunity and are a proud Veteran & Military Friendly Employer. We would encourage you to come live the Advia life! What you can expect to do as a Personal Banker: Interview existing and potential members in person and by phone and explains specific services, products, and policies. Identify members' needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards. This includes outbound call expectations pertaining to CRM and other call list leads. Counsel members regarding money management and financial matters. Including communicating loan denials, explaining decisions, and providing direction for future consideration. Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending. Build and maintain a book of business to help improve present, past, and future member relationships. Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being. Perform new account functions, explain various account and ownership options, and obtain the required information and documentation. Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process. Ensure that the Credit Union's quality and professional reputation is projected and maintained. Stays informed regarding policy and procedure updates as well as local and national banking and lending trends. What you will need: Experience working in an environment with individual and team goals preferred. Strong interpersonal skills. Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization. Want to see more? Check us out on our social media for an inside look at what the #advialife is all about.

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

Job DescriptionBenefits: Hiring bonus 401(k) matching Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our Battle Creek office has been in operation since January 1, 2017, celebrating eight years of growth, while our Marshall office opened on July 1, 2024. Our team consists of 7 dedicated members in Battle Creek and 5 in Marshall, along with the agent. I am a proud graduate of Mattawan High School (2006), Ferris State University, and Grand Valley State University, where I earned a business degree in 2010. Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. We offer a competitive matching 401k, flexible hours and a hiring bonus as perks for our employees. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Chad Heeter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must currently hold relevant financial service licenses (Life/Health, SIE, Series 6/63/65) Sound knowledge of financial service products. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Wyoming, MI at the Clyde Park Branch. Bilingual Spanish preferred. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. + Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. + Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. + Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty. + Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To learn more about this opportunity, please watch this video (*************************************************************************************************************************** . **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales **Competencies** Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs **Work Experience** Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** No Degree **Certifications** No Required Certification(s) **Licenses** Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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

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 9 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-AN1 Float Personal Banker 1 - Southwest MI Region At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Kalamazoo, Michigan 49006 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. 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.

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

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

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

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