Financial Services Specialist
Personal banker job in Kalamazoo, MI
Minimum Qualifications Bachelor's degree in related field from an accredited institution, or equivalent combination of education and experience. One year's relevant experience. Strong interpersonal, written and verbal communication skills. Familiarity of federal, state and institutional financial aid regulations and guidelines.
Financial Services Specialist - West Side Branch
Personal banker job in Lansing, MI
The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The Financial Services Specialist will deliver personalized service, making product and service recommendations after a thorough review of each member's unique financial position. Financial Services Specialists respond to member requests while recommending additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. Financial Services Specialists are responsible for problem solving to find the optimal solution for the member while mitigating risk to the member and Credit Union.
Work Arrangement: This position is scheduled for an onsite presence at the West Side Branch.
Schedule:
* This position requires working a standard 40 hour week during Branch hours of operations
* Monday - Thursday 8:45am - 5:45pm
* Friday 8:00am - 6:15pm
* Rotating Saturdays 8:45am - 1:15pm
* Employees work every other Saturday and receive a consistent day off during the week to offset their hours
* Scheduled hours could change based on business need and future department growth.
An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment.
Compensation & Benefits:
* Starting at $18/hour dependent on experience
* 100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums
* Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays
* 401(k) with a company match
* Tuition Reimbursement
* Up to 12 Weeks of Paid Parental Leave
* Learn more about our benefits here
Essential Duties and Responsibilities
Financial Services Specialist
* Provide superior member service by responding to members' inquiries with urgency, process transactions accurately and with proficiency, personalizing interactions with recommendations of products and services specific to members' unique needs.
* Identify and sell products and services, provide financial education to enhance the member experience, and achieve individual and departmental goals.
* Utilize outbound calling and cross-selling tools to further develop relationships with current members.
* Utilize department and Credit Union procedures to mitigate risk, ensuring that member requests and transactions are processed with accuracy, protecting both members and the Credit Union from loss.
* Manage time effectively while demonstrating initiative within the branch, consistently seeking opportunities for personal development and expanding knowledge to better serve members and the Credit Union.
* Utilize a variety of communication channels (e.g., in-person, email, team collaboration tools) to ensure clear, effective, and timely communication within the team and across the Credit Union.
* Actively promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence.
* Demonstrate proficiency in Credit Union product knowledge, services, and fintech partners.
* Effectively handle escalations by taking ownership, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service.
* Apply fraud detection strategies, taking steps to mitigate risks, protecting members and the Credit Union.
* Complete required departmental activities and trainings to ensure compliance with state and federal regulations, and Credit Union policies.
* Adhere to safety and security procedures regarding emergency situations, third party access to secure areas, and promptly communicate suspicious activity to leadership.
* Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations, adapting to new information, technology platforms, handling ambiguity and adapting to change.
* Display adaptability and flexibility in meeting business needs based on member volume patterns at a branch or throughout the branch network.
* Consistently meet or exceed established performance metrics, contributing to the Credit Union's goals and delivering a high standard of service.
Knowledge, Skills and Abilities
Financial Services Specialist:
* High School Diploma or Equivalent required.
* Follow proper balancing and cash handling procedures
* Regular and predictable attendance
* Demonstrate company core values
* Ability to work scheduled hours including, weekend and overtime, when applicable
* Receptiveness to accepting and applying feedback
* Attention to detail
* Proficiency in member service
* Excellent listening skills
* Clear and effective communication skills
* Professional business etiquette and presentation skills, including maintaining a professional workspace
* Strong sales skills with identifiable results
* Critical thinking and problem-solving skills
* Effective use of fraud detection and prevention techniques
* Effective written and verbal communication skills
* Skills in de-escalating and resolving escalating member situations
* Adaptability and flexibility
* Analytical skills and the ability to work independently
* Math and general clerical aptitude
* Ability to multitask and prioritize
* Reliable and dependable
* Error free typing skills with emphasis on accuracy
* Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred
* High School Diploma or GED
Competencies
* Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate.
Physical Demands and Work Environment
* May be required to remain in a stationary position for an extended period
* Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage
* Ability to move about inside of office area
* Exposure to potentially hazardous conditions, i.e., robbery, and follows detailed instructions and procedures to minimize the exposure
* The working arrangement for this position is onsite
* Ability to safely lift, carry, and move items as required for branch operations
Disclaimer
* Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate.
* MSUFCU is an affirmative-action, equal-opportunity employer.
* To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
Personal Banker
Personal banker job in Wyoming, MI
Part-time Description
Personal Banker Benefit Highlights
Paid vacation, personal, sick, holiday, volunteer & birthday time off
401(k) with 6% match and 4% profit-sharing contribution
Loan and mortgage discounts + higher rates for savings products
Employee Assistance Program to prioritize your wellbeing
Schedules that work around student classes
Incentive bonus based on performance of the organization
Starting Wage: $19.00/ hour, based on experience
Location: Wyoming, MI
About The Role
As a part-time Personal Banker, you'll serve as a trusted advisor, delivering friendly, expert service and tailored financial solutions to help our 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: Hours: Flexible schedule 24-28 hours per week, with one Saturday off each month
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: *************************
Private Client Banker - Downtown Kalamazoo - Kalamazoo, MI - Michiana
Personal banker job in Kalamazoo, MI
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: **************************************************************************
Auto-ApplyPersonal Banker I
Personal banker job in Portage, MI
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.
Auto-ApplyFinancial Services Specialist
Personal banker job in Lansing, MI
OBJECTIVE
Financial Services Specialist Objective
To process various financial transactions to support our billing and policy issuance systems. To address questions and concerns from internal and external customers by providing billing account and personal lines and commercial lines of business policy information. To correspond with insureds, outside collection agencies, debtors, and Farm Bureau Insurance agents, while utilizing professional customer service skills. To train and provide support and assistance to the Associate Financial Services Specialists. To preserve the customer relationship, gather information, and improve the overall service process. To occasionally assist management with projects, as well as represent the department as a subject matter expert.
RESPONSIBILITIES
Financial Services Specialist Responsibilities
Maintain advanced knowledge of billing and all P/C products to process information, including changes, answering questions, and resolving problems. Ensure details of customer requests and complaints are handled accurately and efficiently by providing answers or solutions in a clear and concise manner. Make reasoned decisions quickly and appropriately.
Participate in the completion of agent chargebacks, codification, and NSFs for the financial reconciliation team.
Analyze and process nonnegotiable payments (NSFs) and initiate policy cancellations for the P/C Company. Handle write offs of NSF fees, when appropriate. Work EFT prenotes and complete insured chargebacks.
QUALIFICATIONS
Financial Services Specialist Qualifications
Required
High school diploma or equivalent required.
Professional office experience with three to five years of insurance experience preferred.
Computer experience required.
Knowledge of Microsoft Word and Excel required.
Preferred
Basic accounting or bookkeeping experience preferred.
Designations in AINS, ACS or AIS preferred.
Microsoft Access Preferred.
Note: Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.
PM19
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Personal banker job in Battle Creek, MI
Job DescriptionBenefits:
Hiring bonus
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our Battle Creek office has been in operation since January 1, 2017, celebrating eight years of growth, while our Marshall office opened on July 1, 2024. Our team consists of 7 dedicated members in Battle Creek and 5 in Marshall, along with the agent. I am a proud graduate of Mattawan High School (2006), Ferris State University, and Grand Valley State University, where I earned a business degree in 2010.
Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. We offer a competitive matching 401k, flexible hours and a hiring bonus as perks for our employees.
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Chad Heeter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must currently hold relevant financial service licenses (Life/Health, SIE, Series 6/63/65)
Sound knowledge of financial service products.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
Cage Banker- Grave Shift
Personal banker job in Wayland, MI
The Cage Banker is responsible for providing unsurpassed service to both external and internal guests while safeguarding the assets of Gun Lake Casino Resort. The Cage Banker performs exchanges of cash and cash equivalents including but not limited to cheque redemption, check cashing, EZ-Pay ticket redemption, Outlet Bank issuing/receiving, and credit card advances. The Cage Banker is responsible for logging specific transactions set forth by Title 31 regulations. The Cage Banker performs all duties and responsibilities in accordance with Gun Lake Casino Resort standards, policies, and procedures.
About Us:
At Gun Lake Casino Resort, every Team Member is an ambassador, essential to the success of our company and our culture. We expect that all Team Members take personal ownership in ensuring that everything they do is in the best interest of Gun Lake Casino Resort and embody the core values of the Seven Grandfather Teachings:
Love : Love your brothers and sisters and share with them.
Truth : Be true in everything you do. Be true to yourself and to your fellow Humans.
Respect : You must give respect if you expect respect. Respect everyone, all persons, and all the things created.
Bravery : To do what is right, even in the most difficult of times.
Honesty : Be honest in every action and provide good feelings in your heart.
Wisdom : We cherish knowledge; wisdom is used for the good of the people.
Humility : Know that you are equal to everyone else, no better, no less.
In this Role:
Responsible for practicing, supporting, and always promoting Gun Lake Casino Resort's Four Diamond Standards.
Safeguard the assets of Gun Lake Casino Resort.
Follow all procedures and policies to ensure that cash handling is performed within accepted standards established by Management, Accounting, and regulatory requirements.
Attend to external and internal Guest needs and ensure overall guest satisfaction.
Issue credit to guests in accordance with established Gun Lake Casino Resort policy.
Responsible for the final balancing of funds and assets assigned during a shift.
Responsible for maintaining & balancing the main bank inventories accepting the drop, balancing the main bank, verifying all the cashier drawers, and balancing kiosks.
Responsible for maintaining and bleeding the ECD's (Electronic Cash Dispensers) on the frontline and providing doubles for the frontline.
Responsible for maintaining RBG's (Recyclers By Glory), assisting internal Guests with the RBG's (passwords, training on use). Issuing and accepting GSA banks, Table Fills and Credits, Kiosk Fills and Issues (hand pays, coin jams, dispense error, paper fills), and providing doubles to the front line.
Provide direction and service to our front-of-house cashier Team Members.
Responsible for ensuring that all tasks are completed as required as determined by the Cage stations assigned during a shift.
Accurately record transactions related to Title 31 compliance.
Other job-related duties as assigned.
Essential Qualifications:
Must be 21+ years of age.
Must possess a High School diploma or GED.
Ability to communicate effectively with Guests, Team Members, and Management in both written and verbal form.
Minimum three (3) years in the gaming industry dealing directly with Title 31 issues and suspicious activity reporting.
Proficiency in Microsoft 365 (Office) and Adobe products.
Must be able to obtain a Gun Lake Tribal Gaming License.
Physical Requirements:
Requires normal, corrective vision range, the ability to see color, and the ability to distinguish letters, numbers, and symbols.
Ability to read, write, and input data into the computer.
Must have the manual dexterity to operate job-related equipment.
Must have the ability to access all properties and areas.
Ability to sit at a computer for a long period of time.
Work Conditions:
Work is typically in an office environment or out on the casino floor. Work areas may be warm, cold, or noisy and may contain second-hand smoke. Tasks may be required to be performed from a sitting or non-sitting position in a confined area. Team Members may be required to stand, walk, lift, reach, push, pull, and grasp.
Disclaimer and Conditions of Employment:
The above statements are intended to describe the general nature and level of work being performed by persons assigned to this job. These statements are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required.
All applicants must be able to demonstrate their US work authorization during the employment verification process. The pre-employment process also requires the ability to pass a criminal background investigation, and drug test.
Indian Preference:
The Match-E-Be-Nash-She-Wish Band of Pottawatomi Indians abides by Native American preference in its hiring and employment policies.
Gun Lake Tribal Gaming Authority reserves the right to make changes to the above job description as necessary.
Auto-ApplyPersonal Banker Full-Time Teller - Brooklyn
Personal banker job in Three Rivers, MI
Bank Michigan is seeking career-minded candidates for a Full Time Personal Banker (aka Teller) to assist in our Brooklyn Branch. In addition to a professional, customer-focused demeanor, candidates should have previous customer service and cash handling experience, an appetite to learn/grow and be proficient with technology required.
JOB SUMMARY
Provides superior customer service while performing over-the-counter deposit/loan transactions, product/service sales and problem solving.
Prior banking experience preferred.
Job Responsibilities:
Primary:
Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances.
Promotes and explains other financial institution services such as consumer and mortgage loans, IRAs, certificates of deposit, safe deposit boxes, traveler's checks and money orders.
Receives mortgage, consumer loan and other payments and ensures the payments match balances due. Enters payments into computer. Generates customer receipts.
Places holds on accounts for uncollected
Counts, checks and packages coins and
Balances cash drawer at the end of the shift and compares totaled amounts to computer generated proof sheet. Reports any discrepancies to the supervisor as necessary.
Is responsible for checking night depository bags and recording proper information on the financial institution's forms.
Uncovers customer needs and assists them in opening accounts/services to meet their
Next day review of all account documentation/CIP
Scanning and uploading all necessary account
Daily balancing of ATM
Ordering of customer checks/deposit
Process daily night drop
Assisting customers with Online Banking Services: set up, password resets,
Responsible for opening and closing the
Works harmoniously and collaboratively with team members to accomplish bank
Other:
Assist with other duties as assigned.
See attached job description for full position details
EEO Statement:
Bank Michigan 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.
Financial Services Representative - State Farm Agent Team Member
Personal banker job in Lansing, MI
Responsive recruiter About our Agency: Trinesha launched the agency on January 1, 2011 and has since built a strong team of nine licensed agents dedicated to exceptional service. In our office, we pride ourselves on providing a personal touch, often handling eligible claims in-house to make the process smoother for our customers. Plus, our mini Australian Shepherd, Baxter, adds a little extra joy to the workplace!
As a Chartered Financial Consultant (ChFC), Trinesha brings a wealth of expertise to our agency, especially when it comes to guiding customers through financial services. Our community is at the heart of everything we do-we sponsor Mason High School Performing Arts, Mason Junior Bulldogs Football, Holt Wrestling, and the Mason Courthouse music events. We also participate in meaningful initiatives like volunteering at Hospice of Lansing Stoneleigh Residence, donating birthday bags to the Mason community, and offering Kona Ice events four times a year.
Our team enjoys excellent perks, including a Simple IRA, health benefits, and group life insurance. The culture here is fast-paced yet family-oriented, emphasizing hard work, integrity, and personal connection. Instead of a telephone tree, we prioritize human interaction-along with cookies and coffee to keep things warm and welcoming!
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Trinesha Goebel - 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 be able to obtain relevant financial service licenses.
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:
Hourly pay plus commission/bonus
Health benefit (Medical, Vision, Dental)
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Compensation: $45,000.00 - $65,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Mason, MI and help customers with their insurance and financial services needs, including:
Auto insurance
Home insurance
Life insurance
Retirement planning
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.
Auto-ApplyTELLER/UNIVERSAL BANKER
Personal banker job in Coldwater, MI
Job DescriptionDescription:
Performs a variety of duties to provide customer service by explaining and processing financial
services, and correct records by performing the following duties. All other duties and
responsibilities as assigned.
ESSENTIAL DUTIES, RESPONSIBILITIES, SKILLS:
• Build and maintain customer relations by providing high quality service
• Assist customer from start to finish acting as a full relationship manager
• Interview customers to obtain information and proactively sell all bank products and services, including but not limited to
Checking, Savings, Individual Retirement Accounts, Certificates of Deposits and Savings Bonds
• Open new accounts using needs-based techniques
• Discuss, sell, complete application and close consumer loans
• Discuss, sell, and refer electronic services, Wealth Management and Commercial/Mortgage loan services
• Solve branch operations matters
• Understand and support marketing initiatives
• Clean and organize branch/work area
• Service, audit, and balance drawers, vault, TCRs, PTM, coin machines and other branch technology within established guidelines
• Prepare, verify, and order incoming and outgoing cash shipments
• Prepare and sign cashier's checks, loan checks, and wires within assigned limits
• Open, close and lead the branch during absence of management
• Close accounts when necessary
•Discuss and process overrides for lesser experienced tellers
•Mentor/train incoming Tellers/Universal Bankers
SUPERVISORY RESPONSIBILITIES:
None
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and maintain confidentiality and professionalism. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE:
•High School Diploma or general education degree (GED); and one to three weeks training and at least one-year equivalent
combination of education and experience.
•Customer service, cash handling and banking experience preferred.
•Attentiveness to detail.
•Basic computer skills including Microsoft Word and Excel.
•General math skills.
•Jack Henry suite of programs including Xperience and Synapsys.
•TCR, PTM, and coin machine knowledge.
INTERPERSONAL SKILLS:
This position is required to deal with internal as well as external customers, in a positive, “Quality Customer Service” manner. An open, willing to assist approach to work is expected along with the ability to work beyond their normal job duties as the situation requires. Interpersonal and problem-solving skills are required. This position will have access to highly confidential information that must be handled in a professional manner.
PHYSICAL DEMANDS:
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; use hands to finger, handle or feel; and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; stop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance, color vision, depth perception and ability to adjust focus.
REASONING ABILITY:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
WORK ENVIRONMENT:
The noise level in the work environment is usually moderate/conversational.
Requirements:
Relationship Banker
Personal banker job in Kalamazoo, MI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
This position is located in a bilingual area and Spanish is often used within the banking center and would be preferred.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Personal banker job in Lansing, MI
Job DescriptionAbout our Agency: Trinesha launched the agency on January 1, 2011 and has since built a strong team of nine licensed agents dedicated to exceptional service. In our office, we pride ourselves on providing a personal touch, often handling eligible claims in-house to make the process smoother for our customers. Plus, our mini Australian Shepherd, Baxter, adds a little extra joy to the workplace!
As a Chartered Financial Consultant (ChFC), Trinesha brings a wealth of expertise to our agency, especially when it comes to guiding customers through financial services. Our community is at the heart of everything we dowe sponsor Mason High School Performing Arts, Mason Junior Bulldogs Football, Holt Wrestling, and the Mason Courthouse music events. We also participate in meaningful initiatives like volunteering at Hospice of Lansing Stoneleigh Residence, donating birthday bags to the Mason community, and offering Kona Ice events four times a year.
Our team enjoys excellent perks, including a Simple IRA, health benefits, and group life insurance. The culture here is fast-paced yet family-oriented, emphasizing hard work, integrity, and personal connection. Instead of a telephone tree, we prioritize human interactionalong with cookies and coffee to keep things warm and welcoming!
ROLE DESCRIPTION:
As a Financial Services Representative State Farm Agent Team Member with Trinesha Goebel - 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 be able to obtain relevant financial service licenses.
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:
Hourly pay plus commission/bonus
Health benefit (Medical, Vision, Dental)
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Private Client Banker- East Grand Rapids - East Grand Rapids, MI
Personal banker job in East Grand Rapids, MI
JobID: 210693173 JobSchedule: Full time JobShift: : 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: **************************************************************************
Auto-ApplyFinancial Services Specialist - West Side Branch
Personal banker job in Lansing, MI
The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The Financial Services Specialist will deliver personalized service, making product and service recommendations after a thorough review of each member's unique financial position. Financial Services Specialists respond to member requests while recommending additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. Financial Services Specialists are responsible for problem solving to find the optimal solution for the member while mitigating risk to the member and Credit Union.
Work Arrangement: This position is scheduled for an onsite presence at the West Side Branch.
Schedule:
This position requires working a standard 40 hour week during Branch hours of operations
Monday - Thursday 8:45am - 5:45pm
Friday 8:00am - 6:15pm
Rotating Saturdays 8:45am - 1:15pm
Employees work every other Saturday and receive a consistent day off during the week to offset their hours
Scheduled hours could change based on business need and future department growth.
An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment.
Compensation & Benefits:
Starting at $18/hour dependent on experience
100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums
Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays
401(k) with a company match
Tuition Reimbursement
Up to 12 Weeks of Paid Parental Leave
Learn more about our benefits here
Essential Duties and Responsibilities
Financial Services Specialist
Provide superior member service by responding to members' inquiries with urgency, process transactions accurately and with proficiency, personalizing interactions with recommendations of products and services specific to members' unique needs.
Identify and sell products and services, provide financial education to enhance the member experience, and achieve individual and departmental goals.
Utilize outbound calling and cross-selling tools to further develop relationships with current members.
Utilize department and Credit Union procedures to mitigate risk, ensuring that member requests and transactions are processed with accuracy, protecting both members and the Credit Union from loss.
Manage time effectively while demonstrating initiative within the branch, consistently seeking opportunities for personal development and expanding knowledge to better serve members and the Credit Union.
Utilize a variety of communication channels (e.g., in-person, email, team collaboration tools) to ensure clear, effective, and timely communication within the team and across the Credit Union.
Actively promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence.
Demonstrate proficiency in Credit Union product knowledge, services, and fintech partners.
Effectively handle escalations by taking ownership, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service.
Apply fraud detection strategies, taking steps to mitigate risks, protecting members and the Credit Union.
Complete required departmental activities and trainings to ensure compliance with state and federal regulations, and Credit Union policies.
Adhere to safety and security procedures regarding emergency situations, third party access to secure areas, and promptly communicate suspicious activity to leadership.
Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations, adapting to new information, technology platforms, handling ambiguity and adapting to change.
Display adaptability and flexibility in meeting business needs based on member volume patterns at a branch or throughout the branch network.
Consistently meet or exceed established performance metrics, contributing to the Credit Union's goals and delivering a high standard of service.
Knowledge, Skills and Abilities
Financial Services Specialist:
High School Diploma or Equivalent required.
Follow proper balancing and cash handling procedures
Regular and predictable attendance
Demonstrate company core values
Ability to work scheduled hours including, weekend and overtime, when applicable
Receptiveness to accepting and applying feedback
Attention to detail
Proficiency in member service
Excellent listening skills
Clear and effective communication skills
Professional business etiquette and presentation skills, including maintaining a professional workspace
Strong sales skills with identifiable results
Critical thinking and problem-solving skills
Effective use of fraud detection and prevention techniques
Effective written and verbal communication skills
Skills in de-escalating and resolving escalating member situations
Adaptability and flexibility
Analytical skills and the ability to work independently
Math and general clerical aptitude
Ability to multitask and prioritize
Reliable and dependable
Error free typing skills with emphasis on accuracy
Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred
High School Diploma or GED
Competencies
Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate.
Physical Demands and Work Environment
May be required to remain in a stationary position for an extended period
Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage
Ability to move about inside of office area
Exposure to potentially hazardous conditions, i.e., robbery, and follows detailed instructions and procedures to minimize the exposure
The working arrangement for this position is onsite
Ability to safely lift, carry, and move items as required for branch operations
Disclaimer
Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate.
MSUFCU is an affirmative-action, equal-opportunity employer.
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
Personal Banker
Personal banker job in Otsego, MI
Part-time Description
Personal Banker Benefit Highlights
Paid vacation, personal, sick, holiday, volunteer & birthday time off
401(k) with 6% match and 4% profit-sharing contribution
Loan and mortgage discounts + higher rates for savings products
Employee Assistance Program to prioritize your wellbeing
Schedules that work around student classes
Incentive bonus based on performance of the organization
Starting Wage: $19.00/ hour, based on experience
Location: Otsego, MI
About The Role
As a part-time Personal Banker, you'll serve as a trusted advisor, delivering friendly, expert service and tailored financial solutions to help our 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.
Where You're Headed
Start your journey at Arbor as a Personal Banker and grow right where you are - Personal Banker II growth track available (with pay increase) and Assistant Branch Manager promotions possible. With advancement opportunities and access to internal openings in departments like lending, marketing, IT, HR, and finance, your future is full of possibility.
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, such as checking, savings, IRAs, and trusts.
Assist members with transactions, loan applications, and account inquiries, debit card replacements, online banking, and direct deposit letters.
Educate and support members in using digital banking tools and services.
Resolve account issues and debit card disputes efficiently.
Ensure compliance with policies and regulatory requirements.
Support branch operations through clerical tasks, balancing duties, and participation in audits.
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: Flexible schedule 24-28 hours per week, with one Saturday off each month
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: *************************
Private Client Banker- Grand Rapids- Lansing, MI
Personal banker job in Lansing, MI
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: **************************************************************************
Auto-ApplyUniversal Banker / Teller
Personal banker job in Sturgis, MI
Reports To: Branch Manager / Branch Supervisor
FLSA Status: Non - Exempt
Performs a variety of duties to provide customer service by explaining and processing financial services, and correct records by performing the following duties. All other duties and responsibilities as assigned.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide customers with excellent customer service by accepting and processing all financial transactions presented to the Teller including but not limited to various types of deposits, withdrawals, loan payments, wire transfers, stop payments, check cashing, and cash advances within the set guidelines and limits.
Build and maintain customer relations by providing high-quality service
Assist customers from start to finish acting as a full relationship manager
Interview customers to obtain information, explain available financial services such as Checking and Saving accounts, Individual Retirement accounts, Certificates of Deposits, and Savings Bonds, and open new accounts using needs-based techniques
Discuss and sell electronic services
Collect all information necessary for a Commercial Loan/Mortgage application and provide the lender with all necessary information
Discuss and refer Wealth Management services
Solving branch operations matters
Proactively sell bank products
Understand and support marketing initiatives
Clean and organize branch/work area
Balance drawers within established guidelines
Prepare, verify, and order incoming and outgoing cash shipments
Handle daily vault duties which could include buying and selling working cash
Prepare and sign cashier's checks, loan checks, and wires within assigned limits
Open and close the branch during the absence of management
Audit other Teller or Universal Banker drawers
Service, balance, and audit, TCR, PTM, self-service coin machines, and other branch technology
Close accounts when necessary
Ability to lead the branch during the absence of management
Discussing and processing overrides for lesser experienced tellers
Mentor/Train incoming Tellers/Universal Bankers
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience
High School diploma or general education degree (GED); one to three weeks training; and at least one-year equivalent combination of education and experience.
Technical Skills
Customer service
Attentiveness to detail
Basic computer skills
General Math skills
Microsoft programs
Assorted Jack Henry programs
Web-based programs
TCR, PTM, and coin machine knowledge
People Skills
This position is primarily responsible for handling customer transactions, resolving problems, and pursuing sales opportunities. Required needs include but are not limited to, empathetic listening skills, strong personal skills along with a sincere desire to assist the customer while maintaining confidentiality and protecting the bank's interests.
Physical Demands
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 essential functions.
While performing the duties of this job, the employee is regularly required to stand, use hands to finger, handle or feel; reach with hands and arms; and talk and hear. The employee frequently is required to sit, stoop, kneel, crouch, or crawl. The employee is occasionally required to walk and climb or balance. The employee must occasionally lift and/or move up to fifty pounds. Specific vision abilities required by this job include close vision, and the ability to adjust focus.
Salary and Benefits
Pay based on experience and performance
Paid Vacation
Paid Holidays
401 (k) - bank sponsored
Vision Insurance
Flexible Spending Account Program for medical and/or childcare expenses
Additional benefits for full-time employees
Paid Sick Time
Blue Cross/Blue Shield Medical - PPO
Delta Dental
Life insurance and AD&D
Short-term and long-term disability
Insurance waiver - salary credit for opting out of the medical plan
Relationship Banker
Personal banker job in Kalamazoo, MI
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
This position is located in a bilingual area and Spanish is often used within the banking center and would be preferred.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Auto-ApplyPrivate Client Banker- East Grand Rapids - East Grand Rapids, MI
Personal banker job in East Grand Rapids, MI
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: **************************************************************************
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