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Personal banker jobs in Troy, MI

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  • Universal Banker

    Choiceone Financial Services, Inc. 4.2company rating

    Personal banker job in Troy, MI

    Non-Exempt - Grade Level 3 Equal Employment Opportunity Corporate Values & Mission "Provide superior service, quality advice and show our utmost respect to everyone we meet." Provide exemplary customer service to our clients. Responsible for building relationships by recommending appropriate deposit, loan, and other banking products. When needed, will also process customer transactions to provide excellent customer service. Reports To: Assistant Branch Manager, Branch Manager Essential Duties and Responsibilities * Provide excellent customer service and effectively resolve customer challenges. * Understand and educate customers on consumer deposit and lending products. * Drive sales with a disciplined sales process and use current banking technology to drive both sales and service. * Obtain referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. * Adhere to all operational, security, risk and regulatory policies and procedures. * Demonstrate good judgement in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation. * Process customer day-to-day transactions as needed. * Opens new personal and business accounts in accordance with bank policies and regulatory requirements. * Additional responsibilities as assigned. * Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. * Be familiar with and comply with all federal and state banking regulations as applicable. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required Requirements Experience and/or Education * High School Diploma or equivalent * Minimum of six (6) months cash handling experience preferred * One (1) year of customer service in banking, financial services or goal-drive retail sales preferred * Successful completion of ChoiceOne's Retail Advancement Program (RAP) Licenses & Designations * NMLS Competencies Communication - Effective written and oral communication skills required, with the ability to interface with Internal and external stakeholders and community partners. Has group presentation skills. Analytical - Synthesize complex and diverse information; collect and research data; use intuition and experience to complement data. Technical Skills - Assess strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others. Quality - Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality. Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; works quickly and accurately. Dependability - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. Follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; completes tasks on time or notifies appropriate person with an alternate plan. Flexibility - able to provide flexibility and adapt to changing schedules and/or work environments. Initiative - Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed. Physical Demands and Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. This position is not remote-eligible. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
    $33k-38k yearly est. 9d ago
  • Virtual Banker II- Detroit, MI

    Jpmorgan Chase 4.8company rating

    Personal banker job in Detroit, 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. You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company. As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making 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. **Job Responsibilities** + Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships + Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships + Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs **Required Qualifications, Capabilities, and Skills** + 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation + High school degree, GED, or foreign equivalent + Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements + Strong team orientation with a commitment of long-term career with the firm + Excellent written and verbal communication skills **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: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $34k-78k yearly est. 60d+ ago
  • Financial Services Specialist - Berkley Branch

    MSU Federal Credit Union 4.1company rating

    Personal banker job in Berkley, 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 Berkley Branch (1833 Coolidge Hwy, Berkley, MI 48072) as well as the Congress Street Branch (243 W Congress St, Detroit, MI 48226). 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.
    $18 hourly 14d ago
  • Private Client Banker - Birmingham - Birmingham, MI

    JPMC

    Personal banker job in Birmingham, 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: **************************************************************************
    $30k-64k yearly est. Auto-Apply 60d+ ago
  • Universal Banker

    Choiceone Bank?Hss_Channel=Fbp 126873847326483

    Personal banker job in Troy, MI

    Non-Exempt - Grade Level 3 Equal Employment Opportunity Corporate Values & Mission “Provide superior service, quality advice and show our utmost respect to everyone we meet.” Provide exemplary customer service to our clients. Responsible for building relationships by recommending appropriate deposit, loan, and other banking products. When needed, will also process customer transactions to provide excellent customer service. Reports To: Assistant Branch Manager, Branch Manager Essential Duties and Responsibilities Provide excellent customer service and effectively resolve customer challenges. Understand and educate customers on consumer deposit and lending products. Drive sales with a disciplined sales process and use current banking technology to drive both sales and service. Obtain referrals from customers, other bank colleagues and partners while educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhere to all operational, security, risk and regulatory policies and procedures. Demonstrate good judgement in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation. Process customer day-to-day transactions as needed. Opens new personal and business accounts in accordance with bank policies and regulatory requirements. Additional responsibilities as assigned. Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. Be familiar with and comply with all federal and state banking regulations as applicable. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required Requirements Experience and/or Education High School Diploma or equivalent Minimum of six (6) months cash handling experience preferred One (1) year of customer service in banking, financial services or goal-drive retail sales preferred Successful completion of ChoiceOne's Retail Advancement Program (RAP) Licenses & Designations NMLS Competencies Communication - Effective written and oral communication skills required, with the ability to interface with Internal and external stakeholders and community partners. Has group presentation skills. Analytical - Synthesize complex and diverse information; collect and research data; use intuition and experience to complement data. Technical Skills - Assess strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others. Quality - Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality. Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; works quickly and accurately. Dependability - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. Follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; completes tasks on time or notifies appropriate person with an alternate plan. Flexibility - able to provide flexibility and adapt to changing schedules and/or work environments. Initiative - Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed. Physical Demands and Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. This position is not remote-eligible. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
    $31k-41k yearly est. 9d ago
  • Relationship Banker II - Float

    Cornerstone Community Financial Credit Union 3.3company rating

    Personal banker job in Troy, MI

    Our Opportunity: The Relationship Banker II will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. The Relationship Banker position offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF's vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions. Please note that this position will float between all Michigan branches - Auburn Hills, Centerline, Clinton Township, Royal Oak, Sterling Heights, & Troy as needed. Additionally, the intent is for this position to transition into a permanent branch placement following successful onboarding. What You'll Do in This Role: Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF. Educates members on benefits of products and services offered by CCF. Includes calculating loan terms, rates, amount financed, and payment amounts Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail. Researches issues and situations and collaborates with internal departments, as necessary, to resolve concerns. Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. Follows-up through the loan closing process. Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. What You'll Bring To CCF: Six months to two years of similar or related experience, including time spent in preparatory positions Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications. A high school degree or GED is required. Proficiency with the Microsoft suite of products including Word and Outlook. Familiarity with financial products preferred. Ability to perform basic mathematical calculations including addition, subtraction, division, multiplication, rates, and percentages. Strong attention to detail. Demonstrated strong customer service skills that include proven ability to handle difficult member interactions. Strong communication skills must be demonstrated through oral and written means. Proven sales aptitude. Ability to be bonded. Ability to obtain and maintain notary designation. The Perks of Being Part of CCF: When you join CCF you're not just taking a job-you're joining a community. From milestone anniversaries to our legendary chili cook-off, we believe in recognizing achievements and building connections through fun, shared experiences. We offer a comprehensive benefits package designed to support the well-being of our employees: Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives. Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year. Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement. Health Insurance Coverage: Multiple low or no deductible medical plan options, as well as dental and vision coverage. Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage. Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs. Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career. Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution. Employee Assistance Program (EAP): Confidential support services for personal and professional challenges Work Location: This position is based in Troy, Michigan, but will travel to Michigan branches for coverage/support as needed. EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations.
    $31k-37k yearly est. Auto-Apply 60d+ ago
  • Branch Banker

    Community Financial Credit Union 3.6company rating

    Personal banker job in Plymouth, MI

    Who We Are: At Community Financial Credit Union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products. We've been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness , reflecting our deep commitment to our team members and the communities we serve. At Community Financial, we are always looking for mission-driven in-branch staff to bring our values to life, and we hope you might be one of them. About the role: Every day, the consultant transforms ordinary branch visits into digitally-forward, people-first extraordinary experiences that strengthen trust, deepen relationships, and create joy. This role bridges vision and action, ensuring that the organization's strategies and values are fully realized in the everyday experiences of members. By combining operational excellence with genuine care, the consultant carries our promise all the way through the final mile, where trust is built, relationships are deepened, and the credit union's purpose of creating joy and igniting Michiganders' impossible dreams comes to life. Through interactive and collaborative conversations, the consultant identifies opportunities to guide members toward solutions that align with their goals, whether through everyday transactions, specialized products, or deeper consultation. This role embodies our values by walking with members through both light and dark moments, positioning the organization as their trusted, lifelong partner. This position has a starting hourly rate of $20.48 , but your offer amount may be increased with relevant work experience and transferrable skills. This is a full-time position Monday-Saturday, with a day off during the week. Work schedule varies based on branch needs. Possible work locations include Canton, Plymouth, Northville, Westland, Livonia, Wixom, West Bloomfield, and Detroit. How you'll shape the member experience: Walk alongside members in both light and dark moments. Carry the spirit of our Manifesto all the way through the final mile, ensuring every interaction makes members feel supported and relationships grow stronger. Guide members toward meaningful solutions with a digitally-first mindset. Take time to understand members' everyday finances and impossible dreams, recommending products and services that help them move forward with confidence. Deliver operational excellence with care. Handle transactions - including cash - with accuracy, integrity, and consistency, protecting members' trust while upholding compliance standards and dual control practices. Take ownership of member challenges. Stand courageously with members in difficult moments, resolving issues thoughtfully and turning challenges into opportunities for deeper connection. Be a confident and trusted resource. Share knowledge of deposit, lending, and digital banking products with clarity and care, guiding members as they navigate options big and small. Contribute to branch and organizational success. Celebrate team wins with a huzzah, promote solutions that make members' lives better, and elevate referrals that create lasting impact. Collaborate to strengthen community connection. Partner across branches and with other teams to ensure consistency, share expertise, and reflect the organization's commitment to creating joy and igniting Michiganders' impossible dreams. Commit to continuous learning and growth. Stay curious and engaged, deepening your knowledge of products, initiatives, and compliance while fostering belonging, collaboration, and strong relationships across the organization. Support organizational flexibility. Step in where needed - including at other branches - to ensure members always experience care and connection through the final mile. What you bring to the table: High school diploma or equivalent. Minimum two years' experience as a service representative in the retail or service industry or equivalent experience. Proficiency using Microsoft Suite. We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity. As a team member of Community Financial, you'll enjoy: Comprehensive medical, dental, and vision plans Four weeks of PTO for all full-time team members Up to 12-weeks paid paternity/maternity leave Lifestyle Accounts to help with your personal wellbeing Family Health Benefits Paid time off to observe all Federal Holidays Flexible work options, including flex scheduling and work from home for many positions A generous 401k match Numerous employee engagement activities Community Resource Groups Paid time off for occasions such as volunteering, caregiving, and family events Contact/application information: If this description appeals to you, please submit an application! A member of CFCU's Talent Acquisition Team will be in contact with you shortly! Equal Employment Opportunity Policy: Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws. Disclaimer: This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward. Please note that Community Financial Credit Union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!
    $20.5 hourly Auto-Apply 14d ago
  • Financial Representative State Farm Agent Team Member

    Julie Tourangeau-State Farm Agent

    Personal banker job in Rochester, MI

    Job DescriptionBenefits: Life Insurance Bonus based on performance Company parties Health insurance Paid time off Profit sharing Training & development ROLE DESCRIPTION: As a sales team member with Julie Tourangeau State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field preferred. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office
    $31k-62k yearly est. 7d ago
  • Mortgage Banker

    Lakeview Lending

    Personal banker job in Southfield, MI

    We are looking for an experienced, service, and detail-oriented mortgage loan officer to join our team. We believe in removing obstacles and creating a supportive environment for you to thrive in. If you have a proven track record of creating lending solutions for your clients, we'd love to have you on our team. Please apply today!
    $17k-47k yearly est. 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Joan Warner

    Personal banker job in Farmington, MI

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

    First National Bank of Howell 3.7company rating

    Personal banker job in Howell, MI

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

    Bank of Ann Arbor 4.0company rating

    Personal banker job in Birmingham, MI

    Full Time | Onsite Provides excellent customer support for Online Banking products and services, including Cash Management services. Perform trainings in person and virtual. Essential Functions: Assist customers as needed via phone calls and incoming emails. Assistance may include but is not limited to questions regarding: personal online banking, personal mobile app, business online banking, business mobile app, passwords, log in issues, browser settings, internal transfers, mobile deposits, ACH origination, Positive Pay, bill pay, Zelle, external transfers and alerts. Complete new set up and maintenance for Online Banking and/or Cash Management products. Schedule in person or virtual meetings with customers as needed to train on Online Banking and/or Cash Management products, install drivers and provide support. Work directly with vendors to troubleshoot and resolve technical issues. Provide support for ACH originating customers including set-up, training and troubleshooting. Provide support for Positive Pay including set-up, training and troubleshooting. Provide support for Merchant Capture including set-up, installation, training and troubleshooting. Provide support for Online Banking and/or Cash Management products to Bank of Ann Arbor branches and internal staff. Assumes additional responsibilities as required. Requirements High school diploma or GED. Two years previous experience in banking, including related areas. Two years previous experience with banking systems and vendors (example: Fiserv, CheckFree). Excellent written and verbal communication skills in a professional tone. Proficient in Microsoft Office products, comfortable using computers. Knowledge of various operating systems (example: iOS, Mac OS, Windows, Android). Knowledge of various Internet browsers (example: Google Chrome, Microsoft Edge, Safari). Effective problem-solving abilities. Professional demeanor and well organized. Position Type and Expected Work Hours This is a full-time, in office position. Days and hours of work are generally Monday through Friday. There will be occasions which may require extended time or after-hours commitment. Travel This department supports all 16 branches and customers across a four-county network from three locations. Occasional travel between offices may be required. Training may be conducted in a different office than the office where this position is held. Reliable transportation is a must. Work Environment and Physical Demands This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, printers and filing cabinets. The noise level in the work environment is usually moderate and there are others working or speaking regularly nearby. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, typing or feel objects, tools or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance as well as stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision and the ability to adjust focus.
    $32k-49k yearly est. 54d ago
  • Wallbank Industrial Mentorship Cohort

    P.J. Wallbank Springs, Inc.

    Personal banker job in Port Huron, MI

    Job Description Wallbank Industrial Mentorship Cohort Engineered for Excellence Hey there, future superstar! Are you a high school senior or college student interested in learning how to jump start your career in manufacturing or engineering? We're here to help! Wallbank Industrial is excited to announce our brand-new Mentorship Cohort program, and we want YOU to be part of it! Wallbank Industrial is a privately held automotive manufacturing company in Port Huron, MI. It's the parent company of PJ Wallbank Springs and Edison Manufacturing and Engineering, both of which hold unique roles in manufacturing. But, we're not just about manufacturing - we're passionate about cultivating the next generation of talent. And guess what? We've built something special just for you! What's in it for you? Gain insider access to industry expertise Get hands-on exposure to real-world automotive manufacturing Network with peers and industry leaders Boost your resume with a unique, year-long professional development experience Walk away with a personalized roadmap to jump start your career What to Expect 1-year program with 6 awesome cohort sessions (likely 1-2 hours each) Mix of onsite and online learning, panel discussions, and hands-on experiences Guidance from Wallbank Industrial experts and other industry leaders Exclusive LinkedIn group for networking and sharing achievements with your peers What We'll Cover Kick-off and introductions (Get ready to be excited!) Career stories and advice from industry pros Resume, LinkedIn, and job search tips tailored for engineers Onsite tour of Wallbank Industrial and networking social (Yes, it's as cool as it sounds) Growth, learning, and development in engineering and manufacturing Mapping out your dream career (We'll help you create your personal roadmap to success) Who Should Apply? We're looking for a select group of enthusiastic individuals who are: High school seniors or current college students Interested in manufacturing and engineering Curious and have a love for learning Ready to take their career to the next level Why Wallbank Industrial? We care deeply about people and making an impact. In fact, we have a track record of investing in early career talent, from funding engineering curriculums in local schools to offering STEM scholarships to hosting a FIRST Robotics practice field to a well-established Intern Academy. Now, we're taking it up a notch with this mentorship program. Ready to engineer your future? Let's build your future, together, at Wallbank Industrial! Apply now and gear up for an amazing year of growth, learning, and fun. Questions? Reach out to Alexa Orr at ************************************. Powered by JazzHR 5weWzgpt57
    $31k-65k yearly est. Easy Apply 14d ago
  • Financial Counseling Representative I

    R1 Revenue Cycle Management

    Personal banker job in Southfield, MI

    R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
    $15.4-22.5 hourly Auto-Apply 51d ago
  • Consumer Direct Mortgage Banker

    The Federal Savings Bank

    Personal banker job in Detroit, MI

    Full-time Description The Federal Savings Bank is looking to expand our Consumer Direct team in Detroit, MI. We seek experienced, high-energy, detail-oriented call center/consumer direct mortgage bankers to work bank-provided leads within our 50-state platform. Remote mortgage bankers also welcome! We deliver a high volume of hot, in-bound leads that convert at a very high percentage. Our Mortgage Bankers have access to a wide scope of loan programs and competitive rates while catering to a large customer base of veteran homeowners, those seeking government refinancing assistance, and first-time home buyers. Are you ready to help more borrowers and prospect less? If you answered “Yes”, please contact us today! For more information please contact: SARAH HELTON, VP of Business Development Phone: ************ Email: ********************************* What We Offer: Federal Charter, Mortgage Bankers can originate in all 50 states without the hassle of state licensing Custom marketing options, robust marketing support program(s), mobile app, and marketing CRM, gives Mortgage Bankers the edge they need to compete and win! Experienced and highly trained operations staff for Processing, Underwriting, Closing and more (ALL 100% IN HOUSE). On-site operations support available in most loan production offices. Quick turn times - Our goal is to get your loans closed in 30 days or less Loan products for every scenario: FHA, VA, Conventional, USDA, Jumbo, 203k & Renovation, Portfolio, ITIN, Condos/Co-ops, Construction, HECM's, Multi-Family, Commercial, Personal Loans and more! Strong Secondary Department with over 50 investor relationships and direct seller to Fannie Mae, Freddie Mac, and Ginnie Mae Secure environment for Bankers working in an office or remotely Coaching programs led by Sales Division Leaders offered to Managers & LOs ready to grow their business and/or teams. Unique culture where originators are encouraged to build their own brand within The Federal Savings Bank platform Weekly National Sales Meetings to share Bank and industry news Employee Benefits: Comprehensive Health, Dental, and Vision insurance plans available; includes company paid life insurance Competitive Flex Spending Accounts (FSAs) Employee Assistance programs (EAPs) for financial planning, emotional support, legal guidance, and work-life solutions Robust 401k matching Employee appreciation events Employee recognition on a national scale A true team culture working towards one common goal; helping homebuyers finance their dream homes! Requirements Minimum of 1 year of mortgage lending experience in a call center/consumer direct environment Active NMLS # Ability to manage time effectively due to the high volume of in-bound leads the banker will be expected to work Must be self-motivated, results-oriented, and experienced in taking a disciplined approach to working leads Strong interpersonal communication skills, ability to effectively interact with individuals within all departments of the bank Thorough knowledge of current loan originating guidelines/procedures Favorable credit and background check Bachelor's degree preferred VA and FHA lending experience strongly preferred Veterans are strongly encouraged to apply We are seeking experienced Mortgage Professionals with a minimum of 1 year of experience and actively working in the mortgage banking industry. Only qualified candidates will be considered. The Federal Savings Bank is an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Salary Description Commission
    $17k-48k yearly est. Easy Apply 60d+ ago
  • Relationship Banker

    Bank of America 4.7company rating

    Personal banker job in Troy, MI

    Madison Heights, Michigan;Warren, Michigan; Roseville, Michigan; Sterling Heights, Michigan; Rochester Hills, Michigan; Clinton Township, Michigan; Grosse Pointe Woods, Michigan; Rochester Hills, Michigan; Troy, Michigan **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management Minimum Education Requirement: - High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $27k-32k yearly est. 37d ago
  • Financial Services Representative State Farm Agent Team Member

    Beth Shutko-State Farm Agent

    Personal banker job in New Haven, MI

    Job DescriptionABOUT THE AGENCY: With two thriving locations in Lenox and Clinton Township, our agency is dedicated to providing exceptional service and personalized financial solutions. Led by a Walsh College Business Management graduate with over 26 years of experience in the Financial Services Industry, were a trusted name in the community and a top-performing agency within our company. Our team of 13 professionals enjoys a collaborative and supportive work environment, with benefits like health insurance, retirement plans, PTO, and a competitive compensation package. We take pride in our community involvement by participating in local events and sponsoring organizations to give back to those we serve. Joining our team means becoming part of a dynamic, goal-oriented agency that values both professional growth and community impact. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Beth Shutko - 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. 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: 401K Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency
    $26k-45k yearly est. 20d ago
  • Financial Services Representative - State Farm Agent Team Member

    Susan Rosales-State Farm Agent

    Personal banker job in Ann Arbor, MI

    Job DescriptionBenefits: 401(k) 401(k) matching Competitive salary Opportunity for advancement Paid time off Signing bonus ROLE DESCRIPTION: As a Financial Services Representative with Susan Kirk Rosales State Farm agency, 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: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.
    $26k-44k yearly est. 2d ago
  • Market Relationship Banker

    Old National Bank 4.4company rating

    Personal banker job in Ann Arbor, 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 Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, giving you the opportunity to know the personalities at each location. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range The salary range for this position is $17.00/hr. - $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!
    $17 hourly Auto-Apply 7d ago
  • Virtual Banker II- Detroit, MI

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Detroit, MI

    JobID: 210587969 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. You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company. As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making 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. Job Responsibilities * Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships * Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships * Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs Required Qualifications, Capabilities, and Skills * 1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation * High school degree, GED, or foreign equivalent * Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements * Strong team orientation with a commitment of long-term career with the firm * Excellent written and verbal communication skills 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: *********************************************************************
    $34k-78k yearly est. Auto-Apply 7d ago

Learn more about personal banker jobs

How much does a personal banker earn in Troy, MI?

The average personal banker in Troy, MI earns between $25,000 and $44,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Troy, MI

$33,000

What are the biggest employers of Personal Bankers in Troy, MI?

The biggest employers of Personal Bankers in Troy, MI are:
  1. Fifth Third Bank
  2. PNC
  3. The PNC Financial Services Group
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