Senior Financial Services Advisor

2 weeks ago

Grand Rapids, Michigan, United States Gesa Credit Union Full time
Job Overview

Position Level
Experienced

Employment Type
Full Time - Hourly

Education Requirement
High School Diploma

Compensation
$36.36 Hourly

Work Schedule
Day Shift

Role Summary:

The Senior Personal Financial Representative (PFR) is a seasoned professional who excels in delivering outstanding service to members. This role involves building new member relationships, facilitating the opening of consumer deposit accounts, processing and finalizing loans, performing account maintenance, and serving as a Notary Public. The Senior PFR is adept in handling Business, IRA, Deceased Owner, Specialty, and other complex accounts. Acting as a mentor, the Senior PFR plays a vital role in training new PFRs while also supporting branch operations as needed.

Key Responsibilities:
  1. Deliver exceptional service to all members.
  2. Address and resolve member concerns, ensuring prompt follow-up and resolution.
  3. Possess a solid understanding of financial literacy, products, and services, engaging members in informed discussions.
  4. Recommend suitable products and services to enhance member relationships.
  5. Conduct outreach to members to foster and maintain relationships.
  6. Ensure all branch equipment is functioning properly and report any issues to management.
  7. Understand and manage complex accounts, including business and deceased-owner accounts.
  8. Assist members with specialty accounts such as Trusts and Estate Accounts.
  9. Guide and mentor new PFRs and Member Service Associates (MSAs).
  10. Conduct branch audits and certifications with proficiency.
  11. Act in the absence of branch leadership as needed.
  12. Support non-members in establishing credit union membership.
  13. Process consumer lending applications and manage loan documentation.
  14. Facilitate discussions regarding IRAs and HSAs.
  15. Handle international and domestic wire requests.
  16. Provide notarial services in compliance with regulations.
  17. Monitor cash activity to ensure adherence to established limits.
  18. Manage consumer deposit accounts and related maintenance.
  19. Oversee cash orders, vault cash, and ATM maintenance.
  20. Conduct transaction processing and service requests accurately and timely.
  21. Assist members with digital banking services.
  22. Address complex fraud disputes with sensitivity.
  23. Perform additional duties as assigned.

Candidate Profile:
  1. Strong written and verbal communication skills.
  2. Ability to make informed decisions while minimizing risk.
  3. Proficient in asking clarifying questions to understand member needs.
  4. Exhibit professional interpersonal skills to engage effectively with members and colleagues.
  5. Support diversity and inclusion within the workplace.
  6. Complete training programs in a timely manner.
  7. Contribute positively to a team environment.
  8. Meet or exceed performance and service standards.
  9. Adapt to changing priorities with a positive attitude.
  10. Maintain high standards of accuracy and quality in work.
  11. Exercise discretion and sensitivity in member interactions.

Qualifications:
  1. High School Diploma or equivalent required.
  2. Experience in lending and account management is essential.
  3. Proven sales and relationship-building skills.
  4. Notary Public certification required.
  5. Cash handling experience is preferred.
  6. At least one year of customer service experience is preferred.
  7. Commitment to credit union values and service standards.
  8. Engagement in community events on behalf of the credit union.
  9. Ability to maintain confidentiality and manage operations per company policies.
  10. High level of personal integrity and ethics.
  11. Reliable attendance and punctuality are essential.
  12. Some travel may be necessary.
  13. Proficient with various technologies.

Team Member Benefits:

Gesa Credit Union offers a comprehensive benefits package, including competitive pay, medical, dental, vision, and life insurance, generous paid time off, a 401(k) match, tuition assistance, and opportunities for community engagement. We are committed to fostering a diverse and inclusive workplace.

  • Lead Financial Advisor

    5 days ago

    Grand Rapids, Michigan, United States Advisor Employee Services Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Financial Consultant to join our team at Advisor Employee Services. As a key member of our financial services team, you will be responsible for providing expert financial guidance and advice to our clients.Key ResponsibilitiesDevelop and implement customized financial plans for...

  • Senior Financial Analyst

    7 days ago

    Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Job SummaryCreative Financial Staffing is seeking a highly skilled Senior Financial Analyst to join our team. In this role, you will have the opportunity to work closely with key members of management and support critical projects.About the RoleSupport Management Decision Making: You will prepare financial and operational analysis to support management...

  • Junior Financial Advisor

    1 week ago

    Grand Rapids, Michigan, United States New York Life and NYLIFE Securities Full time

    Are you interested in launching your career in the insurance and financial services sector? Gaining insights from experienced professionals can significantly enhance your journey. Become a part of New York Life Insurance Company, a leading organization committed to assisting individuals and families in achieving financial stability as a Financial...

  • Principal Financial Strategist

    2 weeks ago

    Grand Rapids, Michigan, United States Drake & Associates, LLC Full time

    Senior Wealth Management ConsultantAre you eager to elevate your professional journey and become a vital member of a thriving team? If you possess a proactive mindset, are self-driven, and prioritize client satisfaction, we would love to connect with you. Our reputable financial services firm, Drake & Associates, LLC, is on the lookout for a Senior Wealth...

  • Senior Financial Services Consultant

    2 weeks ago

    Grand Rapids, Michigan, United States Gesa Credit Union Full time

    Position OverviewThe Senior Financial Services Consultant plays a pivotal role in delivering outstanding service to members of Gesa Credit Union. This position requires a high level of expertise in personal finance, enabling the representative to foster strong relationships with new members.Key ResponsibilitiesEstablish and nurture new member...

  • Senior Vice President, M&A Financial Consulting

    2 weeks ago

    Grand Rapids, Michigan, United States MarshBerry Full time

    Join Our Team at MarshBerryMarshBerry is expanding, and we are looking for a Senior Vice President to enhance our Financial Advisory Team. Our organization thrives on a collaborative, people-centric culture that fosters growth and development. The trust our clients place in our skilled professionals is pivotal to our success, and every team member plays a...

  • Lead Financial Analyst

    2 weeks ago

    Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Senior Accountant About Creative Financial Staffing:Creative Financial Staffing is a prominent player in the financial services sector.We pride ourselves on fostering a workplace culture that values diversity and teamwork, contributing to the overall success of our organization.This position offers a hybrid work environment.Key Responsibilities of the Senior...

  • Senior Financial Accountant

    2 weeks ago

    Grand Rapids, Michigan, United States Wedgwood Christian Services Full time

    Job OverviewThe Senior Financial Accountant plays a crucial role within the Finance department, reporting directly to the Accounting Manager and collaborating closely with the CFO to fulfill the organization's objectives. This position is primarily responsible for overseeing the financial management of grants, including budgeting, financial reporting, and...

  • Senior Financial Manager

    2 weeks ago

    Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    POSITION OVERVIEW: FINANCIAL CONTROLLERWHY CONSIDER THE FINANCIAL CONTROLLER ROLE?We are collaborating with a distinguished client in the real estate sector who is in search of an experienced Financial Controller.With a rich legacy spanning over five decades, our client has become a prominent figure in the regional real estate market.As a family-run...

  • Client Relations Coordinator

    2 weeks ago

    Grand Rapids, Michigan, United States Mattson Financial Services Full time

    Job OverviewWe are seeking a dedicated Client Relations Coordinator to join our esteemed financial services firm, Mattson Financial Services. This position is ideal for individuals looking to take on new responsibilities in a supportive and dynamic environment.What We Offer:Generous Paid Time Off401k Retirement PlanComprehensive Health InsuranceIncentives...

  • Senior Trust Advisor

    2 weeks ago

    Grand Rapids, Michigan, United States Huntington Bancshares, Inc. Full time

    Overview: The Wealth Management Trust Specialist, as a member of Huntington's Private Client Group (PCG), evaluates and profiles the comprehensive financial requirements of affluent clients and collaborates with product experts to identify cross-selling opportunities.Key Responsibilities:Oversee the full management of assigned Wealth & Investment accounts of...

  • Senior Trust Advisor

    2 weeks ago

    Grand Rapids, Michigan, United States Huntington Bancshares, Inc. Full time

    Overview: The Wealth Management Trust Specialist, as part of Huntington's Private Client Group (PCG), evaluates and profiles the comprehensive financial requirements of affluent clients and collaborates with product experts to identify cross-selling opportunities.Key Responsibilities:Oversee the complete management of assigned Wealth & Investment accounts...

  • Lead Financial Analyst

    2 weeks ago

    Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Senior Financial AnalystReporting directly to the Chief Financial Officer of North America, the Senior Financial Analyst will collaborate closely with executive leadership to enhance operational efficiency and profitability within the organization. This position will be highly visible across the company, offering a diverse range of responsibilities that...

  • Senior Finance Consultant

    2 weeks ago

    Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    Senior Accountant About Creative Financial Staffing:Creative Financial Staffing is a prominent player in the financial services sector.We prioritize a collaborative workplace culture, fostering a diverse team committed to achieving collective goals.This position offers a hybrid work arrangement.Key Responsibilities of the Senior Accountant:Execute a variety...

  • Wealth Financial Advisor

    4 days ago

    Grand Rapids, Michigan, United States CAPTRUST Full time

    About the RoleWe are seeking a highly skilled Wealth Financial Advisor to join our team at CAPTRUST. As a key member of our wealth management team, you will be responsible for attracting new, affluent wealth clients to the firm using a comprehensive financial planning approach.Key ResponsibilitiesClient Acquisition: Identify, solicit, establish, develop, and...

  • Financial Operations Manager

    7 days ago

    Grand Rapids, Michigan, United States Creative Financial Staffing Full time

    About the Role:The Senior Accountant will be responsible for leading and managing the month-end close process, ensuring accuracy and timeliness. This includes performing and overseeing account reconciliations to identify and resolve discrepancies, handling high volumes of transaction entries with precision and efficiency, and conducting detailed financial...

  • Lead Financial Analyst, Acquisition Accounting

    1 week ago

    Grand Rapids, Michigan, United States Acrisure LLC Full time

    Job Title:Senior Financial Analyst, Acquisition Accounting Department:Finance Reports To:Senior Finance Manager About AcrisureAcrisure is a prominent player in the fintech sector, focusing on global insurance brokerage. Since 2013, Acrisure has experienced remarkable revenue growth from $38 million to $4 billion, merging human expertise with advanced...

  • Lead Financial Analyst, Acquisition Accounting

    2 weeks ago

    Grand Rapids, Michigan, United States Acrisure LLC Full time

    Job Title: Senior Financial Analyst, Department: Acquisition AccountingReports To: Senior Finance ManagerAbout AcrisureAcrisure is a rapidly expanding fintech leader that operates as a global insurance brokerage. Since 2013, the Company has experienced remarkable growth, escalating from $38 million to $4 billion in revenue, utilizing a blend of human...

  • Financial Services Associate

    1 week ago

    Grand Rapids, Michigan, United States New York Life and NYLIFE Securities Full time

    If you are aspiring to launch your career in the realm of insurance and financial services, gaining insights from experienced professionals can significantly enhance your prospects. Become a part of New York Life Insurance Company, a prestigious Fortune 100 organization committed to assisting individuals and families in achieving financial stability as a...

  • Financial Services Associate

    2 weeks ago

    Grand Rapids, Michigan, United States New York Life and NYLIFE Securities Full time

    If you are eager to launch your career in the insurance and financial services sector, gaining insights from experienced professionals can significantly enhance your prospects. At New York Life Insurance Company, a leading Fortune 100 organization, we are committed to empowering individuals and families to achieve financial stability as a Financial...