Member Service Representative jobs at Zeal Credit Union - 318 jobs
Member Contact Specialist I
Advia Credit Union 3.4
Kalamazoo, MI jobs
Employment Type: Full-Time, Hybrid #LI-HYBRID - Entry Salary Range: $15.53-$18.63 per hour with an incentive opportunity based on individual performance. Comprehensive Benefits Package. We're committed to supporting your well-being and work-life bala Specialist, Banking, Healthcare
$15.5-18.6 hourly 3d ago
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Member Services Representative - Full Time
Genisys Credit Union 4.1
Rochester, MI jobs
At Genisys Credit Union, we value our employees who are essential to our ongoing growth and success as a financial institution of choice. We offer a supportive, inclusive, and diverse work environment where you are comfortable to be you. Our team is proud to support the communities we live and work in. Our locations are consistently recognized for providing excellent customer service and we are excited to be adding to our team. We are currently seeking motivated candidates for a Full Time MemberServicesRepresentative at our Rochester Hills - Crooks branch. This position has the opportunity to earn incentive pay.
Position Purpose:
Ensures that members are promptly and professionally served by performing a broad variety of memberservices functions.
Job Duties (include but not limited to):
Cross selling credit union products and services to provide high quality memberservice and reach credit union goals and objectives
Opening and closing membership accounts
Performs loan transactions from processing applications all the way to payout, following Genisys lending procedures and guidelines
Ensures that members' requests and questions are promptly resolved whether in person, over the phone, or via other communication methods.
Ensures that the Credit Union's quality reputation is maintained and projected.
Obtains appropriate state license to sell loan protection insurances.
Qualifications:
High School Graduate or equivalent required
Customer service experience preferred
Sales experience preferred
Knowledge of lending processes helpful Skills/Abilities:
Skills and Abilities:
Good communication skills
Professional appearance, dress, and attitude
Good math skills
Able to operate related computer applications and basic business equipment
Good typing skills
Benefits:
Vacation and Paid Time Off
Health, Dental, Vision, Life Insurance, Flexible Spending Accounts, & Short Term/Long Term Disability Available
Paid Tuition to $5000 per year
Holiday pay at 8 hours per observed holiday
401k up to 3% match and 5% Profit Share
Don't meet every single requirement listed here? That's okay! At Genisys, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this position but your qualifications or past experiences don't align perfectly with those listed in the job description, we encourage you to apply anyways. You may just be the right candidate for this or other open positions we have! EOE M/F/Disability/Veteran
$31k-36k yearly est. 11d ago
Member Service Representative - Full Time
Genisys Credit Union 4.1
Rochester, MI jobs
At Genisys Credit Union, we value our employees who are essential to our ongoing growth and success as a financial institution of choice. We offer a supportive, inclusive, and diverse work environment where you are comfortable to be you. Our team is proud to support the communities we live and work in. Our locations are consistently recognized for providing excellent customer service and we are excited to be adding to our team. We are currently seeking motivated candidates for a Full Time MemberServicesRepresentative at our Rochester Hills branch. This position has the opportunity to earn incentive pay.
Position Purpose:
Ensures that members are promptly and professionally served by performing a broad variety of memberservices functions.
Job Duties (include but not limited to):
Cross selling credit union products and services to provide high quality memberservice and reach credit union goals and objectives
Opening and closing membership accounts
Performs loan transactions from processing applications all the way to payout, following Genisys lending procedures and guidelines
Ensures that members' requests and questions are promptly resolved whether in person, over the phone, or via other communication methods.
Ensures that the Credit Union's quality reputation is maintained and projected.
Obtains appropriate state license to sell loan protection insurances.
Qualifications:
High School Graduate or equivalent required
Customer service experience preferred
Sales experience preferred
Knowledge of lending processes helpful Skills/Abilities:
Skills and Abilities:
Good communication skills
Professional appearance, dress, and attitude
Good math skills
Able to operate related computer applications and basic business equipment
Good typing skills
Benefits:
Vacation and Paid Time Off
Health, Dental, Vision, Life Insurance, Flexible Spending Accounts, & Short Term/Long Term Disability Available
Paid Tuition to $5000 per year
Bereavement Pay
Holiday pay at 8 hours per observed holiday
401k up to 3% match and 5% Profit Share
Don't meet every single requirement listed here? That's okay! At Genisys, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this position but your qualifications or past experiences don't align perfectly with those listed in the job description, we encourage you to apply anyways. You may just be the right candidate for this or other open positions we have! EOE M/F/Disability/Veteran
$31k-36k yearly est. 29d ago
Customer Service Center Representative
Choiceone Bank 4.2
Sparta, MI jobs
Full-time Description
Customer Service Center Representative
Non-Exempt - Grade Level 2
Equal Employment Opportunity
Corporate Values & Mission
“Provide superior service, quality advice and show our utmost respect to everyone we meet.”
General Summary
Provide world class support and service to our banking customers. Treat each customer with respect and courtesy, responsively addressing their service concerns, and recommending ChoiceOne products and services to help them achieve their financial goals. Take ownership of each customer service situation and work to resolve issues, deepening the customer relationship upon a “First Call Resolution” process.
Reports To: Customer Service Center Assistant Manager
Essential Duties and Responsibilities
Provide friendly, helpful service that promotes financial discipline by:
Preparing for daily interactions with a professional mindset and an organized workstation.
Maintaining knowledge of the bank's products, services, and processes.
Proactively greeting clients with a smile and warm tone.
Understanding the client's objectives by asking appropriate questions and listening to the client's responses.
Recommending the best solution or guiding the client to the appropriate staff to accomplish the client's needs and strengthen their financial well-being.
Processing the transaction accurately and efficiently.
Following up with the clients to ensure satisfaction and provide encouragement.
Proactively displaying teamwork and respect for other team members.
Answer incoming calls quickly and efficiently, escalating issues when appropriate
Take ownership of call and respond with a “First Call Resolution” mindset
Maintain, cross-sell, and refer all ChoiceOne products
Record all client contact, sales, or referrals via Synapsys
Attends department meetings as scheduled.
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.
Experience and/or Education
High School Diploma or GED
Minimum of one (1) year of Call Center experience in banking, financial services, or goal-driven retail sales preferred
Bilingual preferred
Competencies
Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings. Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data accurately; able to read and interpret written information.
Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.
Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values.
Interpersonal Skills - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things.
Reliability - is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time; able to provide flexibility and adapt to changing schedules; follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan.
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.
$30k-34k yearly est. 60d+ ago
Financial Services Representative- Part Time
Security Credit Union 3.9
Midland, MI jobs
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 memberservices 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 memberservice 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. 1d ago
Member Service Center Representative
Michigan First 4.0
Lathrup Village, MI jobs
Location : Address 27000 Evergreen Location : City Lathrup Village Location : Postal Code 48076 Responsibilities
MemberService Center Representative - 365 Live Call Center
Schedule: Five days per week, 8 hours per day. The two days off per week will include either Saturday or Sunday, and the other will be during the work week.
Available Shifts:
8am-5pm
9am-6pm
10am-7pm
12p-9pm
Pay: This position has a starting pay of $18.00+/hour, based on experience.
Summary:
Charismatic. Friendly. Problem solver. Team player. Does this sound like you? If so, we've got the perfect position for you in our Call Center.
Become a part of 365 Live, our 24-hour Call Center. As a MemberService Center Representative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to make our members feel like they can call us for anything, anytime, and they'll be able to hang up the phone feeling confident and satisfied.
What You'll Do:
Deliver stellar service to credit union members. No slackers here!
Serve as a face (well, voice!) for our brand. Happy, confident, positive - that's who we are.
Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to pinpoint a member's issue and talk them through the solution - whether it's a problem with online banking, account information, or just a general inquiry. You may even take some loan applications!
Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!
Qualifications
What We Are Looking For:
Outgoing, personable candidates. You must truly love people to work here.
Team members to work one of three shifts - we have opportunities around the clock!
Previous retail/customer service experience.
Call Center and/or financial institution experience is a plus.
Strong computer skills. You'll need to be able to type, search, and perform transactions quickly, all while providing a friendly voice and high quality experience for our members. They deserve the best!
Education. You'll have to be able to learn our processes, products, and services quickly and thoroughly. That's what we're here for, after all! You'll need a high school diploma/GED. An Associate's degree in business or a related field is a plus!
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
MemberServices Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
$18 hourly Auto-Apply 43d ago
Financial Services Representative- Full Time
Security Credit Union 3.9
Grand Blanc, MI jobs
Full-time Description
Provides quality service to internal and external members' in-person and over the telephone. Performs all duties assigned to the teller and memberservices 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 memberservice 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.
$25k-32k yearly est. 4d ago
Financial Services Representative - Full Time
Security Credit Union 3.9
Waterford, MI jobs
Job DescriptionDescription:
Provides quality service to internal and external members' in-person and over the telephone. Performs all duties assigned to the teller and memberservices 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 memberservice 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.
$25k-32k yearly est. 11d ago
Financial Services Representative - Full Time
Security Credit Union 3.9
Waterford, MI jobs
Full-time Description
Provides quality service to internal and external members' in-person and over the telephone. Performs all duties assigned to the teller and memberservices 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 memberservice 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. 12d ago
Financial Services Representative- Part Time
Security Credit Union 3.9
Saginaw, MI jobs
Job DescriptionDescription:
Provides quality service to internal and external members' in-person and over the telephone. Performs all duties assigned to the teller and memberservices 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 memberservice 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.
$25k-32k yearly est. 20d ago
Financial Services Representative- Part Time
Security Credit Union 3.9
Saginaw, MI jobs
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 memberservices 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 memberservice 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. 60d+ ago
Financial Services Representative
Michigan First 4.0
Troy, MI jobs
Location : Address 2001 W Maple Rd Location : City Troy Location : Postal Code 48084 Responsibilities
Branch Hours
Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed.
Financial ServiceRepresentative
We are currently seeking a Financial ServicesRepresentative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store Financial ServiceRepresentative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What You'll Do:
Deliver stellar service to credit union members and potential new members. No slackers here!
Serve as a face for our brand. Happy, confident, positive - that's who we are.
Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!
Qualifications
What We're Looking For:
Outgoing, personable candidates. You must truly love talking to people to work here.
Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience.
You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field.
A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
We need team players! You must be able to assist at any of our in-store locations to meet business needs.
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
MemberServices Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
$24k-29k yearly est. Auto-Apply 53d ago
Financial Services Representative
Michigan First 4.0
Grand Rapids, MI jobs
Location : Address 5020 E. Beltline Ave. NE Location : City Grand Rapids Location : Postal Code 49525 Responsibilities
Under supervision, and in accordance with existing procedures and systems, provides a variety of memberservice functions involving the receipting and/or disbursing of funds, (i.e. checks, money orders, traveler's checks), open accounts/loans and have in-depth conversations with members to uncover unique and personalized solutions. Work involves constant and direct dealing with Credit Union members and potential members, and requires the ability to accurately record information and communicate effectively. Work will be performed on the teller platform, drive-thru window and/or FSR desk.
KEY JOB RESPONSIBILITIES:
Must be an excellent listener and possess the ability to uncover opportunities for expanding the member's relationship. To do this, the individual must possess great interviewing skills to uncover the true needs of our members.
Must be a problem solver, have extremely strong evaluative skills, possess the ability to follow through on all of the details of the interaction, and take ownership of it from start to finish.
Must be very experienced and skilled in our products and services.
Must be able to work all hours that the branch is open, serving members, as well as the time needed to open or close the branch.
Assumes responsibility for performing efficient, effective, and accurate performance of Teller functions, account openings, lending applications and documents, account maintenance documents.
Performs Teller duties including receiving and processing deposits, loan payments, and transfers; processing cash advances, travelers' checks, cashiers' checks, money orders, government bonds, and similar transactions; disbursing cash or check withdrawals; receiving and processing payroll deduction starts, stops, and increases. Prepares proper receipts.
Assists Head Teller by occasionally balancing vault and monitoring ordering, dispensing, shipping and balancing cash.
Must display a positive attitude at all times and have a passion for serving our members.
Must demonstrate very high energy, an interest in continuous learning and embrace challenge and change.
Helps to ensure that Teller functions are correctly performed and are in accordance with established polices and standards. Ensures that all security procedures are followed and that all memberservice standards are exceeded.
Assists in maintaining an inventory of cashier's checks, money orders, receipts, and other negotiable items for use in the Teller area.
Assists in keeping ATMs and MWBCs filled and functional.
Is expected to consistently meet (and/or exceed) monthly sales goals.
Is expected to consistently look for ways to improve and streamline processes.
Is expected to perform at the highest level with minimal day-to-day oversight.
Becomes/is an advocate of The Michigan First Way, supporting all facets of it, including complete fulfillment of Our Promise, 5 STARS Service, SOLVE IT and our ISMs. Fosters a positive demeanor and image through professional representation in all contacts with both, team members and members. Consistently reflects and displays each of our “ISMs” in daily job performance, as well as in all business interactions while executing on our goals and initiatives. Learns and utilizes EMEC (Every Member's Experience Counts) in day-to-day responsibilities when communicating with members only.
Qualifications
High school diploma or general education degree (GED); Associate's Degree in business or related field is preferred.
3+ years of experience working in a professional environment. Experience working in a retail or financial services environment and knowledge of financial services and products.
3+ years of strong sales-oriented experience, preferably in a financial institution or related field.
Has real world financial experience - either personally or professionally.
Understands the differences in products and services offered by other financial institutions to those offered by the Credit Union.
Has ability to read, write and comprehend simple business correspondence and effectively present information in one on one and small group situations.
Has ability to operate standard office technology, equipment and tools.
May occasionally be required to lift and/or move up to 50 pounds.
Must truly enjoy and like people. The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical.
Can balance empathy and logic in working with Credit Union members to help them reach their intended goals.
Must have very strong interpersonal skills and exude a positive attitude at all times.
Must maintain a professional appearance and demeanor at all times.
Must be the subject matter expert (SME) in the Teller role for others to model behaviors, skills, and tasks from.
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
MemberServices Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
$24k-29k yearly est. Auto-Apply 60d+ ago
Financial Services Representative
Michigan First 4.0
Novi, MI jobs
Location : Address 26090 Ingersol Dr Location : City Novi Location : Postal Code 48375 Responsibilities
Branch Hours
Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed.
Financial ServiceRepresentative
We are currently seeking a Financial ServicesRepresentative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store Financial ServiceRepresentative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What You'll Do:
Deliver stellar service to credit union members and potential new members. No slackers here!
Serve as a face for our brand. Happy, confident, positive - that's who we are.
Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!
Qualifications
What We're Looking For:
Outgoing, personable candidates. You must truly love talking to people to work here.
Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience.
You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field.
A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
We need team players! You must be able to assist at any of our in-store locations to meet business needs.
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
MemberServices Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
$24k-29k yearly est. Auto-Apply 41d ago
Financial Services Representative
Michigan First 4.0
Detroit, MI jobs
Location : Address 21431 Grand River Avenue Location : City Detroit Location : Postal Code 48219 Responsibilities
Branch Hours
Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed.
Financial ServiceRepresentative
We are currently seeking a Financial ServicesRepresentative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store Financial ServiceRepresentative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What You'll Do:
Deliver stellar service to credit union members and potential new members. No slackers here!
Serve as a face for our brand. Happy, confident, positive - that's who we are.
Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!
Qualifications
What We're Looking For:
Outgoing, personable candidates. You must truly love talking to people to work here.
Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience.
You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field.
A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
We need team players! You must be able to assist at any of our in-store locations to meet business needs.
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
MemberServices Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
$24k-29k yearly est. Auto-Apply 27d ago
Financial Services Representative
Michigan First 4.0
Ypsilanti, MI jobs
Location : Address 2010 Whittaker Rd Location : City Ypsilanti Location : Postal Code 48197 Responsibilities
Branch Hours
Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed.
Financial ServiceRepresentative
We are currently seeking a Financial ServicesRepresentative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store Financial ServiceRepresentative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What You'll Do:
Deliver stellar service to credit union members and potential new members. No slackers here!
Serve as a face for our brand. Happy, confident, positive - that's who we are.
Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!
Qualifications
What We're Looking For:
Outgoing, personable candidates. You must truly love talking to people to work here.
Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience.
You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field.
A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
We need team players! You must be able to assist at any of our in-store locations to meet business needs.
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
MemberServices Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
$24k-29k yearly est. Auto-Apply 60d+ ago
Financial Services Representative
Michigan First 4.0
Canton, MI jobs
Location : Address 1905 N. Canton Center Road Location : City Canton Location : Postal Code 48187 Responsibilities
Branch Hours
Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed.
Financial ServiceRepresentative
We are currently seeking a Financial ServicesRepresentative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store Financial ServiceRepresentative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What You'll Do:
Deliver stellar service to credit union members and potential new members. No slackers here!
Serve as a face for our brand. Happy, confident, positive - that's who we are.
Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!
Qualifications
What We're Looking For:
Outgoing, personable candidates. You must truly love talking to people to work here.
Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience.
You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field.
A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
We need team players! You must be able to assist at any of our in-store locations to meet business needs.
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
MemberServices Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
$24k-29k yearly est. Auto-Apply 38d ago
Loan Financial Services Representative
Michigan First 4.0
Lathrup Village, MI jobs
Location : Address 27000 Evergreen Location : City Lathrup Village Location : Postal Code 48076 Responsibilities
We are currently seeking a Loan Financial ServiceRepresentative to join us. The person in this position will report to the Loan Center Manager.
Job Summary:
Assists in the processing of loan activity by performing the following duties and clerical functions:
Responsibilities:
Conducts interviews to obtain personal and financial data in order to enter into loan processing system.
Prepares complete loan applications, which include gathering information on application and credit report that will assist the underwriter in making final loan decisions.
Assists in the preparation of credit information necessary to establish credit limit, including such factors as applicant's assets, credit experience and personal references, based on predetermined standards
Notifies applicants of loan decision while they wait on the telephone. Uses wait time to cross-sell other products and services. Also evaluates member credit files to look for competitor buy-out opportunities.
Keeps records or files of credit transactions, inquiries, loans pending, loan activity. Report by representative and Daily Loan Listing
Provides assistance in filing, inputting data to computer, recording information as required, answering telephones, photocopying, faxing, typing letters, etc.
Becomes/is an advocate of the Michigan First culture, supporting diversity, philosophy and other credit union initiatives. Fosters a positive image of Michigan First via professional representation in all contacts and complies with all of Michigan First's mission and vision goals. Reflects each of the credit union's “Isms” in daily job performance. Learns and utilizes the EMEC way (Every Member's Experience Counts) in day-to-day responsibilities when communicating with members and team members.
Assists team members in efficiently and effectively processing the various activities involved in credit granting, and performs such additional duties as might be assigned from time to time
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Performs functions in an accurate and timely manner.
Maintains professional appearance and attitude.
Utilizes interpersonal skills effectively in a team environment.
Must take a minimum of 12 loan applications per day. Maximum time on phone with members is 18 minutes. Cross-selling and competitor buyout goals will also be set.
High school diploma and one to three months' of related experience and/or training. Experience in a call center environment a plus.
Must be able to work in a fast-paced, production-oriented environment.
Ability to read and comprehend simple instructions, short correspondence and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to team members and members of the organization.
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
Ability to operate PC including input, output, and inquiry to member accounts and other account information required in the memberservice function.
Ability to operate standard office equipment and tools, such as personal computer, postage machine, fax machine, telephones, photocopier, etc.
Familiar with the differences in a basic number of products and services offered by other financial institutions to those offered by the credit union
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
MemberServices Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
$24k-29k yearly est. Auto-Apply 49d ago
Financial Services Representative
Michigan First 4.0
Jackson, MI jobs
Location : Address 2777 Airport Rd Location : City Jackson Location : Postal Code 49202 Responsibilities
Branch Hours
Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed.
Financial ServiceRepresentative
We are currently seeking a Financial ServicesRepresentative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store Financial ServiceRepresentative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What You'll Do:
Deliver stellar service to credit union members and potential new members. No slackers here!
Serve as a face for our brand. Happy, confident, positive - that's who we are.
Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!
Qualifications
What We're Looking For:
Outgoing, personable candidates. You must truly love talking to people to work here.
Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience.
You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field.
A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
We need team players! You must be able to assist at any of our in-store locations to meet business needs.
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
MemberServices Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.
$24k-29k yearly est. Auto-Apply 17d ago
Financial Services Representative
Michigan First 4.0
Commerce, MI jobs
Location : Address 3301 Pontiac Trail Road Location : City Commerce Location : Postal Code 48390 Responsibilities
Branch Hours
Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed.
Financial ServiceRepresentative
We are currently seeking a Financial ServicesRepresentative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we've got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store Financial ServiceRepresentative at Michigan First Credit Union, you'll be challenged to deliver five-star service while building relationships with our members. We're a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What You'll Do:
Deliver stellar service to credit union members and potential new members. No slackers here!
Serve as a face for our brand. Happy, confident, positive - that's who we are.
Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You'll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
Follow through. If you can deliver on promises and make sure all details are covered, you'll LOVE it here at Michigan First!
Qualifications
What We're Looking For:
Outgoing, personable candidates. You must truly love talking to people to work here.
Professional experience, preferably 3+ years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
Customer service, preferably 3+ years. We're a people's credit union, and our members deserve the best possible experience.
You'll have to be able to learn our products and services thoroughly and quickly. That's what we're here for, after all! You'll need a high school diploma/GED, preferably an Associate's in business or a related field.
A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
We need team players! You must be able to assist at any of our in-store locations to meet business needs.
Who We Are
Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.
Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
500 team members
32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
Industry leader in community support and charitable giving through the Michigan First Foundation
MemberServices Call Center operates 24/7/365
Over $1.5 Billion in assets
Awards Michigan First Credit Union has been the proud recipient of:
2024 Best & Brightest in the Nation
2024 Best & Brightest in Metro Detroit
2024 Best & Brightest in West Michigan
2024 Best Credit Unions to Work For
2024 Crain's Cool Places to Work
2024 Detroit Free Press Top Workplaces
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
Benefits and perks of joining our award-winning team include:
Very competitive pay
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
401(k) - 100% match up to 5% deferral
Tuition reimbursement for both Undergraduate and Graduate degree program
Access to a complimentary concierge service that assists with nearly any item on your to-do list
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
Wellness initiatives and events throughout the year to help team members stay healthy
Loan discounts for certain secured and unsecured loans and mortgages
Opportunities for pay increases, incentives and profit-sharing, based on performance
Onsite subsidized top notch Cafe 26 for team members' use
Onsite bowling center
Michigan First Credit Union is an Equal Opportunity Employer.