Starting Salary: $24.50 / hour and up
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships
- You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community
- Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling
- See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits
- Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
1 year cash handling experience
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$24.5 hourly Auto-Apply 1d ago
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Trader
Signal Advisors
Trader job in Detroit, MI
THE JOB
Signal Advisors is seeking a highly skilled and experienced Trader to join our dynamic team. This critical role is responsible for the sophisticated management and execution of investment portfolios, ensuring optimal trade execution, and robust risk management. The Trader will also play a pivotal role in expanding our client base through strategic onboarding, delivering exceptional client service, and providing essential support to the Head of Trading.
WHAT YOU'LL GET TO DO
Execute complex trades across various asset classes, ensuring precision and accuracy, efficiency, and best execution quality in a high-volume environment.
Invest and manage on an on-going basis client accounts into advanced investment strategies across multiple custodial platforms.
Proactively identify and mitigate trading risks, meticulously monitoring trade settlement, and resolving any trade discrepancies or errors with urgency.
Ensure strict adherence to all regulatory requirements and firm policies, contributing to the development and implementation of best practices in compliance.
Collaborate extensively with the trading team, taking initiative in standardizing trading procedures, optimizing workflows, and ensuring comprehensive trading coverage.
Provide an unparalleled level of service for Advisors and their offices, acting as a primary point of contact for inquiries related to trades, cashiering, and portfolio performance, while proactively addressing any potential concerns.
Contribute to the continuous improvement of trading operations, including the evaluation and integration of new technologies and methodologies.
WHAT WE'RE LOOKING FOR IN TEAM MEMBERS
💪Executor You thrive in a fast-paced environment, capable of translating strategic vision into tangible results. You possess a strong bias for action, independently driving initiatives forward from conception to completion, and are adept at navigating complex details to achieve team objectives.
🔄 Accountable As a vital member of a lean, high-performing team, you demonstrate exceptional ownership and initiative. You are proactive in identifying and tackling challenges, seeing projects through to successful completion. You actively seek and provide constructive feedback, fostering a culture of continuous improvement and shared responsibility.
💁 Client-Centric You are dedicated to delivering an exceptional client (Advisor) experience, anticipating needs and proactively offering solutions. You approach every interaction with empathy and professionalism, ensuring clarity and ease for clients, and consistently seeking opportunities to exceed expectations.
🤝 Collaborative Partner You excel at building strong relationships across diverse teams and functions. You actively seek opportunities for cross-functional collaboration, valuing diverse perspectives and leveraging collective strengths to achieve superior outcomes.
WHAT YOU HAVE
5+ years of trading experience at a TAMP (Turnkey Asset Management Program) or RIA (Registered Investment Advisor) in the wealth management industry, demonstrating a strong track record of success.
Series 65 / 66 or other industry designations are strongly preferred, or ability to obtain within 90 days of hire.
Strong working knowledge of major custodians like Charles Schwab and Fidelity.
Extensive trading experience across a broad range of asset classes, including equities, ETFs, mutual funds, fixed-income, and structured notes.
Proven expertise trading sleeves (UMAs) in a Trade Order Management system to implement complex investment strategies.
Demonstrated ability to quickly learn and adapt to new technologies, with a passion for process improvement and efficiency gains.
Experience trading within Orion's Eclipse is strongly preferred.
Comprehensive understanding of compliance and risk management principles within a trading context.
WHAT WE VALUE @ SIGNAL
These are the values that drive how we operate and make decisions.
🌔
We're obsessed with finding a better way
. Never settle for less.
🪄
We amaze every client, every time
. A great company is built one client at a time.
🏃
We act with a sense of urgency
. We use our best judgment to act urgently on the right things at the right time.
👀
We raise our level of awareness
.
Everything starts with awareness. We're curious and alert to what is happening around us.
🏈
We find inches everywhere around us
. There are thousands of opportunities to make an impact. We take those opportunities and act.
🧭
We do the right thing
. Sticking to the highest standard of integrity is not optional.
💪
We have strong opinions, loosely held
. It's not about WHO is right, it's about WHAT is right.
❓
Simplicity is Genius.
Simplicity doesn't just clarify; it makes things better for everyone. It's that simple.
🙏
Ideas are valued, execution is worshiped.
Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.
🪞
We are the "they".
There is no "they".
We
are empowered to fix things, to be proactive, to find a solution.
COMPENSATION & BENEFITS
The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.
In addition to salary, our team members benefits include:
Medical, vision, and dental coverage
FSA or HSA-eligible health plans
3% 401k company contribution with no vesting period
Paid parental leave for all parents
Learning & Development stipend
Wellness Programs
Flexible vacation policy
Dedicated sick days
10 company-wide holidays
$500 for your home office setup
Flexible, hybrid working environment
Annual all-company retreat
Competitive equity package based on on role and level
Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap - you might just be the perfect person for one of our open roles, even if you don't fully match every requirement on the job description.
$71k-120k yearly est. 60d+ ago
Relationship Banker II
Banktalent HQ
Trader job in Detroit, MI
County National Bank (CNB) is an independent, locally owned, community bank that is successful and growing whose mission is to "sustain its deep commitment to the community and its traditions of excellence in all aspects of banking and provide outstanding client service and solid financial performance."
We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities.
CNB is looking for a qualified, motivated, and client- and team-focused individual to join our team as a Relationship Banker II for our Spring Arbor Office.
JOB SUMMARY
The Relationship Banker is responsible for providing outstanding client service while performing a variety of savings, checking and credit account transactions, as well as services for cashier's checks, etc. Recognizes needs-based selling opportunities to enhance and strengthen the Bank's relationship with the client. Assists in branch balancing duties, contact to other departments for situational resolutions, and other branch-related tasks. Level II handles account opening/closing and maintenance of accounts.
DUTIES
Level I
Welcomes all clients to the bank as they enter and escorts them to a work area to complete their transaction.
Processes clients' deposits, withdrawals, loan payments, loan & cash advances, cashier's checks, and other routine requests.
Provides clients with necessary information and troubleshoots client issues.
Becomes familiar with clients' resources to be able to assist clients.
Assists clients with access to safety deposit boxes and address changes.
Level II (Includes Level I Duties)
Troubleshoots issues with debit cards, online banking, & account issues.
Collects information for outgoing wire transfers.
Balances and maintains ATM.
Opens personal and business accounts for new and existing clients.
Closes accounts (including IRAs & HSAs).
Performs follow-up with clients.
Assumes responsibility for account maintenance.
Performs cash vault duties, including balancing.
Assists in cash needs for co-workers and branch.
Processes client account changes.
Assists in the opening and closing duties and operations of a branch.
General Duties
Recognizes client cues for appropriate products and services they currently may not be using.
Compiles and works toward the branch goals to achieve and/or exceed branch market growth potential.
Promotes the bank as a relationship community building financial institution with focus on volunteerism and teamwork.
Provides co-workers with positive attitude and support.
Provides assistance to Relationship Manager, as needed.
Maintains and protects confidentiality of customer information.
Maintains regular, on-time attendance.
Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, telephone seminars, etc.)
Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
Performs other various duties as assigned.
CONTACT WITH OTHERS - INTERNAL
Communicates on a regular basis with other Relationship Bankers.
Communicates on a regular basis with branch officer/manager and other officers/managers of the bank.
Communicates on a regular basis with the bank couriers.
Communicates on a regular basis with Client Service staff at the Main Office.
Communicates frequently with other departments of the bank.
CONTACT WITH OTHERS - EXTERNAL
Communicates on a regular basis with clients of the bank.
Requirements
SKILLS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or equivalent.
Minimum of three years banking experience and/or education, including cash handling.
Passion for providing a stellar service experience to all clients (external and internal) and ability to instill this passion in others.
Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner.
Positive and cooperative approach when working with others.
Excellent written communication skills with demonstrated ability to write communications clearly, concisely and effectively, with attention to detail for visually appealing output and accurately proofreading publications.
Excellent verbal communication skills with the demonstrated ability to effectively present information to clientss (internal and external) and management.
Ability to maintain confidentiality and handle sensitive information.
Ability to efficiently and accurately keyboard information, both computer and calculator.
Strong computer skills with a proficiency in MS Word, Excel and Outlook.
Knowledge of basic accounting principles.
WORKING CONDITIONS
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the work environment will include:
Works in a normal office environment.
Travel between branch locations, as needed.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to:
Communicate effectively, both verbally and in writing.
Keyboard information (computer and calculator).
Identify U.S. and Foreign Currency.
Count and handle currency and coin accurately.
Travel between branch locations, as needed.
$29k-38k yearly est. 5d ago
Personal Banker
Nicolet National Bank 4.2
Trader job in Traverse City, MI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Personal Banker is primarily responsible for interacting with customers to complete transactions, opening and closing of accounts, resolving problems and cross-selling bank products and services. This position promotes business for the bank by maintaining a high level of customer service and by referring customers to appropriate staff where necessary. If hired, you will be eligible for a $1,500 sign-on bonus!
As a Personal Banker, you will:
Open a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction. Follows the guidelines of the continuity program with all new bank customers.
Attract and retain customer relationships by extending a courteous greeting in person or by phone and by providing accurate and timely customer service which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan payments, dispensing cashier's checks and bonds, processing savings withdrawals within established guidelines to ensure customer satisfaction.
Assist in safe deposit box transactions. Runs foreign currency transactions and exchanges in foreign currency.
Perform back-up teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements.
Stay current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
Answer customer telephone inquiries promptly and professionally and provides accurate information in accordance with bank policies and procedures.
Assist with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc.
Promote bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommends corrective services to resolve customer complaints.
Engage proactively as a sales representative of bank products and services to existing and prospective customers within the community by active participation in community events and/or organizations.
Maintain vault which includes balancing the vault daily and ordering and selling cash for the branch.
Maintain inventory of cashier's checks and gift cards and ensures adequate supply at all branch locations (Green Bay office). Monitors supplies for front line and places orders when necessary.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Perform all other duties as assigned.
Qualifications:
High School diploma or equivalent
2 years of customer service and cash handling experience required
2-3 years of teller and personal banking experience preferred
PC, phone system, general office equipment
Proficiency with Microsoft Office applications
Ability to maintain strict confidentiality
Ability to effectively promote Nicolet as a bank of choice
In-depth knowledge of banking positions
Strong organizational, multi-tasking and prioritizing skills
Self-motivated and resourceful
Strong verbal and written communication skills and strong interpersonal skills
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$28k-33k yearly est. 5d ago
Financial Counseling Rep I
R1 Revenue Cycle Management
Trader job in Marquette, 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
The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications.
In this role, the successful candidate must display a strong sense of patient care and attention to detail.
"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."
Responsibilities:
Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment.
Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate.
Contact insurance carriers or other sources and act as an advocate for the patient.
Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved.
Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations.
Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage.
Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service.
Maintain accurate documentation of pre-processing information.
Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
Perform all other duties and projects as assigned.
THE PRN WILL ALSO ASSIST PATIENT REGISTRATION
Required Qualifications:
High school diploma is required
At least one year of call center experience
Attention to detail
Strong customer service experience
Ability to multi-task and navigate between multiple systems simultaneously
Ability to handle a large volume of incoming calls
Desired Qualifications:
Previous experience as a financial counselor with background in medical terminology preferred
Understanding of State and Federal assistance
Physical Requirements:
See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands.
Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment.
Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations.
Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc.
Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.).
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
$15.4-22.5 hourly Auto-Apply 5d ago
Senior Relationship Banker
Cornerstone Community Financial Credit Union 3.3
Trader job in Michigan
Our Opportunity:
The Senior Relationship Banker/Senior Member Advisor will support CCF by developing and nurturing relationships with our membership and 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. 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.
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 HELOC, mortgage lending, and IRA processes, opening and maintaining accounts (both consumer and business), 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 with all eligible insurance coverages.
Processes transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail.
Researches member 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:
Two to five 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 Macomb, MI.
EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations.
$31k-37k yearly est. Auto-Apply 60d+ ago
US Private Bank- Private Banker- 2026 ReEntry Program 2026
Jpmorgan Chase & Co 4.8
Trader job in Grand Rapids, MI
JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program.
Join a team delivering premiere service to high net worth clients through holistic financial advisement.
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, Skills
* Three plus years of previous work experience in Private Banking or Financial Services
* Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
* Proven sales success and strong business acumen
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, Skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* Strong community presence with an established network
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$32k-70k yearly est. Auto-Apply 48d ago
Financial Representative Entry Level
Wiegert District-Northwestern Mutual
Trader job in Flint, MI
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR be ethical, accountable, and respectful; Maximize OPPORTUNITY own your results, because each day counts; and Create IMPACT by positively influencing the lives of families, teammates, and our community.
Located in the heart of Metro Detroit, our office is uniquely positioned to support professionals in one of the nations most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, youll play a key role in helping those who power Michigans economy plan for lasting financial security.
We offer a culture that values growth, connection, and purposewith team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alexs Lemonade Stand Foundation, were committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it.
Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI.
Watch this short video to experience
A Day in the Life of a Northwestern Mutual Advisor
: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Tek Wiegert Managing Director:
How long with NM? Started as an intern in 2004 and joined full-time in 2005.
Prior Experience? Joined Northwestern Mutual directly after college.
Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey.
Nick Hammer Growth and Development Director:
How long with NM? Has been with Northwestern Mutual for 5 years.
Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University.
Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family.
Dominic Mirabella Managing Partner:
How long with NM? Has been with Northwestern Mutual since 2008.
Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual.
Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams.
Jake Paulson Growth and Development Director:
How long with NM? Has been with Northwestern Mutual for 5 years.
Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball.
Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP.
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing
Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tek Wiegert is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$31k-61k yearly est. 31d ago
Patient Financial Services Representative
Cottonwood Springs
Trader job in Marquette, MI
Your experience matters
At UP Health System - Marquette, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals and communities. In your role, you'll support those that are in our facilities who are interfacing and providing care to our patients and community members. We believe that our collective efforts will shape a healthier future for the communities we serve.
What we offer
Fundamental to providing great care is supporting and rewarding our team. In addition to your base compensation, this position also offers:
Health (Medical, Dental, Vision) and 401K Benefits for full-time employees
Competitive Paid Time Off
Employee Assistance Program - mental, physical, and financial wellness assistance
Tuition Reimbursement/Assistance for qualified applicants
And much more...
About Us
People are our passion and purpose. Come work where you are appreciated for who you are not just what you can do. UPHS - Marquette is a 222 bed hospital in Marquette, MI and houses the region's only Level II Trauma Center and Neonatal Intensive Care Unit (NICU). We also provide outreach with programs like annual health and safety fairs, health screenings for the entire family and more to keep our community healthy!
In Marquette our fascinating history, rural landscape, abundant recreational opportunities, and welcoming people make the Upper Peninsula someplace special. From a thriving culinary scene to charming shops to historic lighthouses and museums, there is something for everyone in this beautiful lakeside gem.
How you'll contribute
The Patient Financial Services Representative coordinates all financial aspects of the patient's hospitalization and/or office visits.
Qualifications and requirements
Minimum Education
High school diploma or equivalent
*Years of relevant experience may be substituted for required education.
Required Skills
Requires critical thinking skills, decisive judgment and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action.
Minimum Work Experience
1 year related experience
3 years in hospital/ physician setting (Preferred)
Formal training in CPT and/ or ICD10 coding (Preferred)
Essential functions:
Interprets and explains to patients and their families charges, services and hospital policy regarding payment of bills.
Bills third parties in accordance with standard procedures.
Accurately maintains departmental records, reports, and files.
Provides information to patients/families in a manner that considers safety, comfort, privacy and therapeutic environment.
Maintains a strict sense of accountability.
EEOC Statement:
UP Health System - Marquette is committed to providing Equal Employment Opportunities for all applicants and employees and complies with all applicable laws prohibiting discrimination against any employee or applicant for employment because of color, race, sex, age, religion, national origin, disability, genetic information, gender identity, sexual orientation, veterans' status or any other basis protected by applicable federal, state or local law.
$24k-39k yearly est. Auto-Apply 60d+ ago
Financial Representative State Farm Agent Team Member
Julie Tourangeau-State Farm Agent
Trader job in Rochester, MI
Job DescriptionBenefits:
Bonus based on performance
Company parties
Health insurance
Paid time off
Profit sharing
Training & development
ROLE DESCRIPTION: As a sales team member with Julie Tourangeau State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field preferred.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
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: **************************************************************************
$29k-58k yearly est. Auto-Apply 60d+ ago
Student Financial Services Representative
Kalamazoo Valley Community College 4.3
Trader job in Kalamazoo, MI
Are you an administrative support professional who wants to join a team that plays a critical role in serving the greater Kalamazoo community? Would you like to work with students in helping them attain their educational dreams? If so, Kalamazoo Valley Community College may have a great opportunity for you.
About Us
Kalamazoo Valley Community College is a comprehensive, fully accredited, public, two-year college in Kalamazoo, Michigan. We offer associate degrees in more than 60 areas of study and 50 certificate programs. Kalamazoo Valley Community College creates innovative and equitable opportunities that empower all to learn, grow, and thrive.
About the Opportunity
Kalamazoo Valley Community College is seeking a full-time Student Financial Services Representative. The individual in this position will seek to create a collaborative partnership between students and financial aid staff. The aim is to ensure that students feel welcomed to ask their financial aid questions and share their plans/concerns authentically, in an environment designed to be responsive and supportive. This position will support several aspects of the college's strategic plan, including providing holistic student support and the processing of VA Benefits.
Characteristic Responsibilities and Duties
* Answer financial aid phone calls and emails, see students at the counter, and process paperwork.
* Assist financial aid applicants with the financial aid process and veterans with veteran benefit applications.
* Notify student financial aid applicants of information needed to complete financial aid files.
* Assist aid recipients with program requirements and process VA benefit paperwork/applications, as needed.
* Track, update, and maintain student financial aid and VA benefit files within the financial aid office.
* Complete special and ongoing projects/tasks/responsibilities (such as work-study placement and monitoring, assist with America Reads position development, review student holds, complete housing/enrollment verification paperwork, and assist with Pell reconciliation).
* Enter data into assigned computer systems (Banner, Salesforce, VA OneSource, NSLDS, etc).
* Type standard forms, letters, and other mailings.
* Taking payments for student accounts, helping students set up payment plans, and help students set up refund options.
* Occasional outreach events and Tuesday Nights until 7pm.
Minimum Qualifications:
Appropriate education, training, experience and talents are required. An example of this would be an Associate degree in an appropriate field and the equivalent of two years of general office work.
Preferred Qualifications and Experience: Physical Demands: Work Hours: Core Business Hours: Monday-Friday 8:00 am - 5:00 pm; Tuesdays 10:00 am - 7:00 pm on rotational basis. Posting Date 01/14/2026 Closing Date: Special Instructions to Applicants:
Please apply online at jobs.kvcc.edu.
This position will remain posted until filled, however, priority consideration will be given to applications received by January 28, 2026.
EEO Statement
As an employer, Kalamazoo Valley encourages, welcomes, and fosters differences because we believe that diversity makes us great. It is the policy of Kalamazoo Valley Community College not to discriminate on the basis of race (including traits associated with race such as hair texture and protective hairstyles), religion, color, national origin/ethnicity, sex, sexual orientation, gender identity, gender expression, pregnancy, disability, genetic information, age, height, weight, familial status, veteran status, marital status, citizenship, or any other status or characteristic protected by law, in its programs, services, employment or activities. All qualified applicants will be given equal opportunity and consideration for employment; please consider joining us as we empower all to learn, grow and thrive. Prior to a job offer, candidates will be required to complete a criminal record background check. For some positions, a credit history investigation will also be required. Information gathered will be used for job-related purposes to the extent permitted by applicable law and will not result in an automatic disqualification from an employment opportunity.
$21k-25k yearly est. 4d ago
Resume Bank - For Future Opportunities
Eikenhout
Trader job in Grand Rapids, MI
Thank you for your interest in working with Eikenhout!
We offer rewarding employment opportunities for talented individuals in the areas of material handling, delivery, finance, human resources, safety, inventory control and management. All of our jobs are in-person and we have locations in Grand Rapids, Saginaw, Traverse City, Mt Pleasant, Holland, Lansing, Petoskey, Kalamazoo, Muskegon & Gaylord.
If you are interested in submitting your resume for any of these departments, please submit your resume and cover letter to this posting by clicking on "Apply for This Job". If there is a current posting that you are interested in, please submit your resume on that post instead of this one!
$29k-58k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Joan Warner
Trader job in Farmington, MI
Responsive recruiter Replies within 24 hours Benefits:
Flexible schedule
Opportunity for advancement
Training & development
About Us Our office is a dynamic, fast-paced environment where no two days are the same. Phones are constantly ringing, clients are stopping by, and our team thrives on collaboration and energy. With over 33 years of combined experience, our close-knit team of 7 in-office professionals (plus 1 part-time remote team member) works together to deliver exceptional results.
Why Join Us?
We are looking for individuals who thrive in a busy, collaborative environment and enjoy being part of a team that supports one another and celebrates success.
Position Overview: Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand.
Responsibilities:
Forge enduring customer relationships and proactively follow up to ensure continued satisfaction.
Employ a customer-centric, needs-based approach to guide clients through comprehensive insurance options, empowering them to make informed decisions.
Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs.
As an Agent Team Member, you will receive...
401K
Hourly pay plus commission/bonus
Health benefit stipend ($350/month)
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
$1000 signing bonus
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $35,000.00 - $75,000.00 per year
Ready to Launch Your Career?
If you want to work in an environment that is fun, challenging, and rewarding, then Joan Warner - State Farm Agent may be the right fit for you!
About Our Agency
We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, and Retirement Planning.
Our office is located in Farmington, MI.
Our agency has received awards including: Ambassador Travel, Legion of Honor, and Golden Triangle
We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$35k-75k yearly Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Ben Vanbiesbrouck-State Farm Agent
Trader job in Spring Lake, MI
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Ben Vanbiesbrouck - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Adaption of skills necessary to operate a business.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Valuable experience
Growth potential/Opportunity for advancement in my agency
Learning to market property/casualty, life, health and bank products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process
$26k-42k yearly est. 5d ago
Financial Services Representative - State Farm Agent Team Member
Trinesha Goebel
Trader 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.
$45k-65k yearly Auto-Apply 60d+ ago
Small Business Banker
Union Bancshares of Benton Inc. 4.1
Trader job in Grand Rapids, MI
Essential Skills
Union Bank Small Business Banker is responsible for providing comprehensive financial solutions to small businesses while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing centers of influence and appropriate referral sources.
Essential Skills
Ability to handle escalated problems and issues, medium to complex in nature.
Strong knowledge of Commercial Lending and SBA Loan Programs.
Comply with all department and Bank policies, procedures and regulations.
Provide exceptional Customer Service at all levels.
Essential Functions
Relationship Management: The Small Business Banker is responsible for driving net customer growth through the overall attraction, expansion, retention including servicing of small business relationships. This role will support multiple financial centers in a defined geographic territory by focusing on their portfolio and business customers. This includes calling on small business customers with up to approximately $2 million in annual revenues with lending needs up to 100K-250K. Serve as a trusted advisor, building and deepening relationships with a dedicated portfolio of small business clients, becoming their primary point of contact.
Business Development: Proactively find new clients through networking, direct outreach, and developing referral sources.
Financial Solutions: Offer and advise on a range of products like business loans, lines of credit, payment processing, treasury management, and digital tools.
Sales & Growth: Identify opportunities to expand services (share of wallet) and meet sales targets, working with other bank departments.
Credit Analysis: Analyze client financials and business needs to structure appropriate lending solutions, often involving risk assessment.
Customer Service: Handle service requests, resolve complex issues, and ensure a positive branded customer experience, even guiding clients to digital tools.
Market Expertise: Stay informed on market trends, local economies, and competitor offerings to better advise clients.
Working Conditions of the Job
Business Calling 60% - Office/At work Station 40%
Travel Required
No hazards.
No unusual or physical exertion required.
Job Qualifications
Bachelor's Degree in Finance, Business, or related field. or 4 years of relevant experience.
3-5 years in banking, finance, or sales. Sales strongly preferred.
Strong understanding of financial products, credit, and analysis
Excellent interpersonal, communication, and problem-solving skills.
EEO Statement
Union Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are treated fairly during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.
This does not list all of the duties of the job. Other duties and responsibilities may be assigned. This may be revised at any time. This job description is not a contract for employment and either the employee or the employer may terminate employment at any time, for any reason or no reason.
$31k-56k yearly est. 32d ago
Financial Services Representative- Part Time
Security Credit Union 3.9
Trader job in Grand Blanc, MI
Part-time Description
Provides quality service to internal and external members' in-person and over the telephone. Performs all duties assigned to the teller and member services areas according to established policies and procedures.
Essential Job Functions
Maintain working knowledge of and aggressively promote credit union products/services at every opportunity, to include completing outbound calls, making referrals that result in new services to new/existing members. Complete Sales Plus logs.
Perform duties necessary to order and maintain department office supplies and supplies in individual work area. Prepare workstation daily and keep workstation organized. Process mail distribution (incoming/outgoing).
Train/mentor other credit union employees as directed. Maintain update of work status to supervisor as required.
Balance daily. Perform operational duties and troubleshoot problems with department equipment. Report errors, abnormalities, and out of balance conditions to supervisor immediately. Correct all out of balance conditions as applicable. Perform office closing procedures.
Maintain functional knowledge of online systems and all software used in the department, including the process to follow if the system goes down.
Prepare reports, file, make photocopies/scans, and scan signature cards as required and assigned. Create new Excel reports and maintain current.
Backup the duties of the head employee, and/or other functions as assigned by management.
Perform all member service related duties, including but not limited to; opening/closing/changing of deposit accounts and regular/IRA certificates; issue, order new, close/renew, change/adjust, report travel requests, process balance transfer on Credit/Debit card accounts; processing of stop payments, copies, corrections, orders, and balancing checking accounts; safe deposit applications and member access; process electronic service requests, process and issue Visa or consumer loans, storage waivers; mortgage/home equity preliminary applications; process share to share or share to loan payment transfers; wire transfers; skip-a-payments; investigate account or card fraud and process any necessary paperwork and all member account related file maintenance requests according to procedures.
Maintain working knowledge of; lending policy, loan approval guidelines, and other related laws and/or regulations; NADA values/resources, MLA and HMDA.
Aggressively promote and sell the CUNA Mutual Lender Development Program to credit union members. Calculate loan term, rate, amount financed, and payment amount with all eligible insurance coverages. Assist members with Credit Life, Disability, Debt Protection, and GAP claims.
Perform duties of membership officer and/or notary as assigned and according to procedures.
Perform duties to; unlock/lock entrance doors; schedule/assume responsibility for member appointments; pull/review consumer credit reports and investigate disputes; process lien terminations; clean loan files; keep loan vault in order; review security title and tracking exception report; handle any CPI follow-up issues; loan verifications; youth program related activities; handle all office deliveries; and department assigned side jobs.
Perform all teller related duties, including but not limited to; balance cash drawer, checks received, TCDs or TCRs, and other miscellaneous items; process member deposits, payments, withdrawals, check cashing, mail requests; , cashier checks, Visa/MasterCard cash advances, money orders, gift cards and other promotional items; scan checks and balance Check 21; open/close check printer and money order machine and instant issue machine; opening/closing of sub-accounts.; member deposit verifications.
Maintain updated brochures in lobby; supply of brochures and ensure they are up-to-date; maintain and verify all required logs are completed; process night drop-box or in-office drop box transactions; and perform all member acknowledgement desk related duties.
Perform other job-related duties as assigned.
The list of essential job functions is not limited. It may be supplemented as necessary from time to time.
Workplace Expectations
Ensure prompt and courteous service is provided to all internal and external members/customers.
Conduct work in a safe and healthful manner.
Maintain thorough knowledge and understanding of credit union policies and procedures that are necessary for performing your job.
Perform as part of a team and assist other employees and other departments as needed.
Place documents that need to be shredded in the proper area for shredding.
Maintain knowledge of and follow the established process for key control, security, and the security of all codes and procedures related to office security. Open and close office by disarming and arming alarms, as established procedures require.
Maintain total working knowledge of department. Complete necessary logs.
Maintain thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference & Guidelines, NACHA, BSA, and OFAC.
Requirements
Standards
Perform all job tasks/functions as assigned and/or directed; according to compliance, policy, procedures and standards; use Service/Sales plus skills at all times; meet all cross-sell and productivity standards as set by management; and read/respond to all communications (voice mail/email/message board) communications in a timely fashion.
Core Competencies
Reasoning: apply rational method of problem solving to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, blueprint, or schedule form.
Math: add, subtract, multiply, and divide all units of measure. Perform the four operations with like common and decimal fractions. Compute ratio, rate, and percent. Draw and interpret bar graphs. Perform arithmetic operations involving all American monetary units.
Language - read a variety of books and magazines. Write reports and essays with proper format, punctuation, spelling, and grammar, using all parts of speech. Speak before an audience with poise, voice control, and confidence, using correct English and well-modulated voice.
Position Specific Competencies
Must have good keyboard skills.
Must have good numerical, clerical, and communication skills.
Must have good customer service skills and cross-selling ability.
Must have the ability to work effectively with management and other staff.
Must have the ability to deal effectively with people, and promote a team environment.
Minimum Qualifications
Education: A high school diploma or equivalent.
Experience: Previous cash handling and customer service experience desired.
Licenses/Certifications: Must attain all required licenses and/or certifications to perform duties of position.
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 the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands, fingers, talk, or hear. The employee is frequently required to sit, stand, and reach with hands and arms. The employee may occasionally lift up to 20 lbs. and/or exert force to move up to 50 lbs.
Salary Description $18.28 to Start
$25k-32k yearly est. 18d ago
Senior Business Banker
Angott Search Group
Trader job in Traverse City, MI
Angott Search Group is pleased to partner with a well-established Michigan community bank in their search for a Senior Business Banker.
The Senior Business Banker will build, retain, and expand business relationships while delivering tailored credit and deposit solutions. This role blends strategic relationship management with team leadership, ensuring strong portfolio performance, exceptional client service, and collaborative cross-bank partnership.
Key Responsibilities
Develop, manage, and grow a portfolio of business clients; proactively renew loans prior to maturity.
Execute a structured calling program for existing and prospective customers to drive new business.
Evaluate loan requests, analyze credit strength, structure financing solutions, and present recommendations to management.
Cross-sell cash management, consumer, residential, and merchant services to deepen relationships.
Maintain accurate credit files, financial reporting, and risk documentation.
Stay informed on financing programs to support business clients.
Mentor and coach business bankers to support team success.
Represent the bank in the community and participate in business development events.
Provide feedback to leadership regarding market opportunities and competitive trends.
Ensure compliance with all bank policies, regulatory requirements, and BSA/AML standards.
Qualifications
Bachelor's degree in Business, Finance, or related field.
7-10 years of experience in banking or financial services.
Strong commercial credit knowledge and underwriting experience.
Proven ability to develop business relationships and drive portfolio growth.
Leadership experience with the ability to coach and develop team members.
Strong communication, decision-making, and problem-solving skills.
Working knowledge of depository and cash management services.
Highly organized, proactive, and able to manage multiple priorities.
$39k-68k yearly est. 47d ago
NHBP Tribal Citizen Resume Bank
Nottawaseppi Huron Band of The Potawatomi 3.6
Trader job in Grand Rapids, MI
The NHBP Tribal Government is committed to employing NHBP Tribal Members whenever possible. This commitment is an essential part of sustaining the integrity of our Nation as a self-governing sovereign entity. The NHBP Citizen Resume Bank was created to support this goal by establishing a centralized skills bank that helps Human Resources match Tribal Members with opportunities across the Tribal Government. While submitting a resume does not guarantee selection or immediate placement, it does allow Human Resources to better understand the education, skills, experience, and career interests that exist within our Membership. This process enhances our ability to make informed recruitment decisions and strengthens our efforts to prioritize NHBP Tribal Member employment in accordance with our Tribal Code and Selection Policy. The Resume Bank also supports key objectives of the NHBP Strategic Plan by promoting workforce development, expanding internal mobility, and strengthening pathways to Tribal Member employment. By gaining greater insight into the strengths and aspirations of our Tribal citizens, Human Resources can more intentionally align talent with long-term organizational goals. As part of this initiative, Human Resources may work directly with candidates to identify any skill or experience gaps that could impact eligibility for certain roles. Through targeted support and guidance, we aim to promote workforce development, support internal mobility, and help Tribal Members prepare for future opportunities. In doing so, we continue building a workforce that reflects the values, strengths, and long-term vision of the NHBP Community.