Financial Services Representative

2 days ago

Kalamazoo, Michigan, United States Arbor Financial Credit Union Full time
Job Title: Travel Personal Banker II

Job Type: Full-time

Description:

Welcome members as they arrive to the credit union, answering questions and directing members to the appropriate department. Service member's financial needs and transaction requests as they relate to aspects of their accounts, including checking/savings accounts, loans, and account services. Educate members on credit union products and services. Provide members with World Standard service in accordance with the credit union's core values and service promise.

Responsibilities:
  • Lead by example, being mindful of how your actions reflect upon yourself, and upon Arbor.
  • Coach and encourage others to foster a supportive work environment.
  • Lead by example by embracing and consistently following all steps listed in the Perfect Hour for Personal Bankers, and the New Account Opening Process.
  • Service member's financial needs and process account transactions, including non-monetary requests, with a high level of accuracy.
  • Take proactive ownership of all members you assist, serving as his/her primary contact, finding answers and solutions, serving as the member's advocate, proactively communicating with the member throughout the lending process.
  • Interview new members, educate, and refer valuable products and services to help the member save time and money.
  • Interview credit applicants, looking for opportunities to save the member time and money with Arbor products and services, relative to both the product the member wishes to apply for, and other beneficial products and services to fit their needs.
  • Create and maintain a Book of Business for Arbor Loyalty Members, making regular contact to maintain and nurture relationship through the offering of innovative financial solutions.
  • Open, maintain, update, and close member accounts when appropriate.
  • Obtain and analyze credit bureau reports and approve credit union services within established authority.
  • Answer phone calls promptly and professionally, using a warm hand-over when transferring phone calls.
  • Maintain an up-to-date and comprehensive knowledge of the credit union's products and services.
  • Dependent on the branch staffing model, the following duties could be required: Open and close the branch while maintaining branch security. Assist in maintaining branch cash levels and ensure the accurate balancing of the branch and frontline staff. Schedule and coordinate branch and teller audits with appropriate staff. Lead the branch team in the absence of the branch manager and the assistant branch manager. Answer after-hour/emergency phone calls from EPS and follow procedures for responding.
  • Assist in ensuring that staff understands and complies with current and new policies and procedures (i.e. conduct staff meetings, facilitate staff training).
  • Provide back up support on the teller line as needed.
  • Promote and maintain a confidential environment to protect member and credit union information.
  • Follow all credit union policies, procedures, and requirements in addition to all applicable state and federal laws and regulations.
  • Comply with Bank Secrecy Act, OFAC, and USA PATRIOT Act including accurate completion of Currency Transaction Report and Monetary Instrument Log, reporting of suspicious activities to a supervisor, Customer Identification Program for new members, accurate completion of new account activity profile, and identifying high risk accounts at account opening.
  • Create and promote a positive professional image of one's self and the credit union.
  • Exemplify the credit union's core values, service promise, and World Standard service.
  • Adhere to Arbor Financial Credit Union's attendance policy.
  • Arrive to work and meetings on time.
  • Complete assignments in a timely manner.
  • Perform all other duties as assigned.
Requirements:
  • College coursework or equivalent experience required.
  • Financial services industry experience.
  • Service/sales experience preferred.
Skills, Abilities, and other Requirements:
  • Strong work ethic.
  • Strong desire for collaboratively serving others.
  • Strong computer and application skills.
  • Necessary verbal and written communication and grammar skills.
  • Ability to be bonded required.
  • Ability to successfully organize, prioritize, and manage multiple responsibilities.
  • Ability to keep up with a busy work flow.
  • Ability to sit/stand for long periods of time.
  • Ability to perform repetitive tasks.
  • Occasional travel to offsite locations may be required.
  • Team player with a positive attitude and flexibility.
  • Professional demeanor and personal accountability.

  • Customer Service Representative

    4 weeks ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Customer Service Representative Role OverviewWe are seeking a skilled Customer Service Representative to join our team at PNC Financial Services Group. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences and resolving customer inquiries and issues in a timely and professional manner.Key...

  • Financial Services Representative

    2 weeks ago

    Kalamazoo, Michigan, United States Arbor Financial Credit Union Full time

    Job Title: Personal Banker IIJob Summary:We are seeking a highly motivated and customer-focused Personal Banker II to join our team at Arbor Financial Credit Union. As a Personal Banker II, you will be responsible for providing exceptional service to our members, answering their questions, and directing them to the appropriate department. You will also be...

  • Customer Service Representative

    2 days ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service Representative to join our team in Kalamazoo, MI. As a key member of our Video Banking Center, you will play a critical role in delivering exceptional customer experiences and supporting our strategic vision.Key Responsibilities:Provide top-notch customer service and...

  • Customer Service Representative

    2 days ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service Representative to join our team in Kalamazoo, MI. As a key member of our Video Banking Center, you will play a critical role in delivering exceptional customer experiences and supporting our strategic vision.Key Responsibilities:Provide top-notch customer service and...

  • Customer Service Representative

    1 month ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    **Customer Service Representative Role Overview**PNC Financial Services Group is seeking a skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for delivering exceptional customer experiences through various channels, including phone, email, and chat.**Key Responsibilities:**Provide timely...

  • Customer Service Representative

    2 weeks ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service Representative to join our team in Kalamazoo, MI. As a key member of our Video Banking Center, you will play a critical role in delivering exceptional customer experiences and supporting our strategic vision.Key Responsibilities:Provide top-notch customer service and...

  • Financial Services Representative

    3 weeks ago

    Kalamazoo, Michigan, United States KALSEE Credit Union Full time

    {"title": "Member Experience Representative", "description": "Empowering Financial WellnessKALSEE Credit Union is seeking a highly skilled Member Experience Representative to join our team. As a key member of our team, you will be responsible for building relationships and cultivating financial wellness among our members. Your exceptional service skills and...

  • Customer Service Representative

    4 weeks ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service Representative to join our team in Kalamazoo, MI. As a key member of our Video Banking Center, you will play a critical role in delivering exceptional customer experiences and supporting our strategic vision.Key Responsibilities:Provide top-notch customer service and...

  • Financial Services Representative

    2 weeks ago

    Kalamazoo, Michigan, United States Kalsee Credit Union Full time

    Job SummaryKalsee Credit Union is seeking a highly skilled Member Experience Representative to join our team. As a key member of our team, you will be responsible for delivering exceptional service to our members, building relationships, and empowering them to achieve financial wellness.Key ResponsibilitiesMember Service: Provide knowledgeable and engaging...

  • Financial Services Representative

    3 weeks ago

    Kalamazoo, Michigan, United States Kalsee Credit Union Full time

    Job SummaryKalsee Credit Union is seeking a highly skilled Member Experience Representative to join our team. As a key member of our team, you will be responsible for delivering exceptional service to our members, building relationships, and empowering them to achieve financial wellness.Key ResponsibilitiesMember Service: Provide outstanding service to...

  • Financial Services Representative

    19 hours ago

    Kalamazoo, Michigan, United States Kalsee Credit Union Full time

    Job SummaryAs a Financial Services Representative at Kalsee Credit Union, you will play a vital role in delivering exceptional member service and exceeding expectations. Your primary responsibility will be to handle all member needs, ensuring a positive experience through proactive engagement and problem-solving skills.Key Responsibilities:Provide...

  • Sales Representative for Preneed Funeral Arrangements

    2 weeks ago

    Kalamazoo, Michigan, United States Financial Services Company Full time

    Job OverviewWe are seeking a skilled Sales Representative to join our team in the preneed funeral arrangement industry. As a Sales Representative, you will be responsible for helping individuals and families prepare in advance for the financial costs associated with funeral and cremation arrangements.Key Responsibilities:Develop and maintain relationships...

  • Mortgage Loan Officer

    2 weeks ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Mortgage Loan Officer to join our team. As a Mortgage Loan Officer, you will be responsible for recommending loan solutions to clients, managing customer relationships, and collaborating with internal and external stakeholders to complete mortgage transactions.Key ResponsibilitiesLoan...

  • Customer Service and Support Supervisor

    3 weeks ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Customer Service and Support Supervisor to join our team. As a key member of our Video Banking organization, you will be responsible for leading a team of customer service representatives and ensuring that our customers receive exceptional service.Key ResponsibilitiesLead a team of...

  • Customer Service and Support Supervisor

    4 weeks ago

    Kalamazoo, Michigan, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Customer Service and Support Supervisor to join our team. As a key member of our Video Banking organization, you will be responsible for leading a team of customer service representatives and ensuring that our customers receive exceptional service.Key ResponsibilitiesLead a team of customer...

  • Sales Representative for Preneed Funeral Arrangements

    2 weeks ago

    Kalamazoo, Michigan, United States Financial Services Company Full time

    Job DescriptionAre you a motivated sales professional looking for a career opportunity where you can make a meaningful impact on people's lives? We are seeking a skilled Sales Representative to join our team and help individuals and families prepare for their funeral arrangements and final expenses.As a Sales Representative, you will be responsible for...

  • Member Service Representative

    3 weeks ago

    Kalamazoo, Michigan, United States Advia Credit Union Full time

    Member Service RepresentativeWe are seeking a highly motivated and customer-focused Member Service Representative to join our team at Advia Credit Union. As a Member Service Representative, you will be responsible for providing exceptional service to our members, answering their questions, and helping them achieve their financial goals.Key...

  • Financial Professional

    2 weeks ago

    Kalamazoo, Michigan, United States Creative Financial Staffing Full time

    Accountant OpportunityCreative Financial Staffing has partnered with a reputable organization seeking an experienced Accountant to join their team. This mid-sized nonprofit is dedicated to providing comprehensive mental health counseling, substance use treatment, and family services in West Michigan.Why this organization?Competitive health insurance...

  • Patient Service Representative

    3 weeks ago

    Kalamazoo, Michigan, United States Mary Free Bed Rehabilitation Hospital Full time

    Job SummaryWe are seeking a highly skilled and compassionate Patient Service Representative to join our team at Mary Free Bed Rehabilitation Hospital. As a key member of our front desk team, you will be responsible for providing exceptional customer service to patients, families, and staff, while ensuring a smooth and efficient registration process.Key...

  • Member Service Representative

    2 days ago

    Kalamazoo, Michigan, United States Advia Credit Union Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Member Service Representative to join our team at Advia Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, building lasting relationships, and helping them achieve their financial goals.Key ResponsibilitiesProvide outstanding...