Financial Services Representative
2 weeks ago
Openings are posted here as they become available.
Universal Banking Specialist
Founded by a dedicated group of educators, Michigan Schools & Government Credit Union (MSGCU) has been delivering exceptional financial services to the community for over 70 years, welcoming all individuals in Michigan to bank with us.
As the sixth largest Credit Union in Michigan, MSGCU operates 22 branch offices in Southeastern Michigan, employs over 400 team members, serves 140,000 members, manages $3.5 billion in assets, and boasts a 95% member satisfaction rating for two decades.
We are a compassionate organization that strives to cultivate an equitable and inclusive culture where every individual is valued and respected.
Our commitment to team member engagement has earned us the honor of being recognized as a Top Workplace by The Detroit Free Press for eleven consecutive years.
If you possess a passion for assisting individuals and delivering outstanding and reliable service, we invite you to join our team.Position Overview:
Branch Service Specialists will work an average of 40 hours per week during our branch hours: Monday-Wednesday 9am-5pm, Thursday and Friday 9am-6pm, and Saturday 9am-1pm.
Key Responsibilities:
Perform a wide range of member sales and service functions, as well as teller transactions, to provide the desired member experience.
Focus on understanding member needs, asking insightful questions, and cross-selling products and services as effective solutions to foster loyal member relationships.
Collaborate as a productive, cooperative, and engaged team member to serve members and achieve individual and branch team goals.Core Duties and Responsibilities:
Utilize a consultative approach when assisting members, asking impactful questions to identify and fulfill member needs, both perceived and unperceived.
Listen for member cues and leverage in-depth knowledge of our products and services to cross-sell and offer solutions that highlight benefits and value to the member.
Adhere to MSGCU's service standards to execute teller transactions and member service responsibilities with precision and understanding, ensuring accurate processing and balancing of the teller drawer and checks at the end of the day.
Teller transactions encompass, but are not limited to: cashing checks, processing deposits and withdrawals, facilitating member payments, managing certificate of deposit transactions, and maintaining member accounts.
Member service responsibilities include, but are not limited to: processing loan applications, establishing new memberships, opening IRAs, setting up automated services, and providing support to the Call Center as needed.
Understand and comply with all MSGCU policies, procedures, and guidelines for both the Member Service and Teller roles.Effectively communicate ownership options to members; clarify eligibility requirements for membership; and ensure that all paperwork, documentation, and signatures are completed accurately as required.
Exceed member service expectations and cultivate trusting relationships with members by being the financial expert and demonstrating a genuine interest in their financial success.
Employ Creating Member Loyalty skills to effectively address member complaints and resolve issues by collaborating with members to identify mutually beneficial solutions.
Promote Credit Life, Credit Disability, and GAP when identified as being in our members' best interest to protect them and MSGCU.
Generate new business by proactively asking for the business and for referrals.Maintain awareness of competitor fees and products and possess a general understanding of the current financial landscape.
Actively engage with the branch team to ensure members are served efficiently and promptly.
Essential Knowledge, Skills, and Abilities:
Member Focus:
Build strong member relationships by employing effective listening skills to gain insight into member needs and identify opportunities to benefit the member.
Action Oriented:
Embrace new opportunities and challenges with a sense of urgency, high energy, and enthusiasm.
Effective Communication:
Actively listen, provide timely and helpful information, share, collaborate, and participate in team discussions.
Trust Building:
Gain the confidence of others by demonstrating honesty, integrity, authenticity, and behaviors that align with organizational values.
Self-Development:
Actively seek new ways to grow and be challenged through both formal and informal development channels.
Demonstrated effective sales skills or the ability to perform sales skills.
Proficient with technology and software, and capable of operating standard office equipment.
Above-average reasoning, mathematical, and language abilities.
Essential Preparation and Experience:
High school diploma or GED;
6 months of experience as a teller in a financial institution or as a retail sales representative/cashier;
Either:
2 years of retail sales experience, or
Associate degree preferably in Business Administration, Marketing, Accounting, or Finance, or
1 year of member/customer-facing experience within a financial institution.
Working Conditions:
Office and branch location environment with minimal discomfort from noise, extreme temperatures, dust, or other factors.
Required to travel throughout MSGCU's service area to support other branches as business needs arise.
Exposed to potentially hazardous conditions, such as robbery.
This role involves sitting most of the time with brief periods of walking or standing and may occasionally require lifting and/or moving up to 10 pounds.
Compensation and Benefits:
Competitive salaries are just the starting point for MSGCU team members.
Generous health benefits, vacation time, retirement plan contributions, and discounts on loans and phone services are also part of the package.
Base hourly pay begins at $17.80 / hourTeam members in this role are eligible to earn incentives as part of our variable compensation plan.
Medical, dental, and vision coverage starts on your first day.
If you are at least 21 years old, you will receive a 3% contribution from MSGCU, along with a 100% match for the next 7% you contribute to your 401(k).
You will enjoy 12 paid holidays and up to 120 hours of PTO your first year of service (pro-rated based on start date).
-
Insurance Sales Representative
6 days ago
Ann Arbor, Michigan, United States The WRS Group - Symmetry Financial Full timeJob OverviewWe are a leading Financial Services Agency partnered with Symmetry Financial Group, seeking highly motivated and self-driven individuals to join our sales team as Insurance Sales Representatives.Key Responsibilities:Establish and maintain relationships with clients to understand their financial needs and provide personalized solutions.Develop and...
-
Patient Service Representative
6 days ago
Ann Arbor, Michigan, United States Trinity Health Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Patient Service Representative to join our team at Trinity Health. As a key member of our healthcare team, you will be responsible for providing exceptional patient care and administrative support to our patients and staff.Key ResponsibilitiesPatient Registration: Interview patients to obtain...
-
Patient Financial Counselor
4 days ago
Ann Arbor, Michigan, United States Trinity Health Full timeJob SummaryWe are seeking a highly skilled Patient Financial Counselor to join our team at Trinity Health. As a Patient Financial Counselor, you will play a critical role in determining patient liability, providing financial assistance, and securing payment for medical services.Key ResponsibilitiesEstimate patient liability on accounts and evaluate credit...
-
Patient Service Representative
1 day ago
Ann Arbor, Michigan, United States Trinity Health Full timeJob SummaryTrinity Health is seeking a highly skilled Patient Service Representative to join our team. As a Patient Service Representative, you will play a critical role in providing exceptional patient care and ensuring a positive experience for our patients and their families.Key ResponsibilitiesProvide Patient Support: Assist patients with registration,...
-
Patient Financial Counselor
2 days ago
Ann Arbor, Michigan, United States Trinity Health Full timeJob SummaryWe are seeking a highly skilled Patient Financial Counselor to join our team at Trinity Health. As a Patient Financial Counselor, you will play a critical role in determining patient liability, providing financial assistance, and securing payment for patient accounts.Key ResponsibilitiesEstimate patient liability on accounts, evaluate credit...
-
Parking Services Representative
2 weeks ago
Ann Arbor, Michigan, United States University of Michigan Full timeJob Title: Customer Service Representative - Parking Services Representative The University of Michigan is in search of committed individuals to fulfill the role of full-time Customer Service Representatives. This position entails serving as a Parking Services Representative for the parking facilities designated for patients and visitors. Key...
-
Parking Services Representative
1 week ago
Ann Arbor, Michigan, United States University of Michigan Full timeJob Title: Customer Service Representative - Parking Services Representative The University of Michigan is in search of committed individuals to fill the role of full-time Customer Service Representatives. This position involves serving as a Parking Services Representative for the parking facilities designated for patients and visitors. Key...
-
Ann Arbor, Michigan, United States Blue Skye Financial Full timeJob OpportunityWe are seeking a seasoned professional to join our team at Blue Skye Financial as a Licensed Life/Health Agent. This is a 100% remote position that offers a unique opportunity to work from the comfort of your own home.Key ResponsibilitiesEmpower lives by providing high-quality life and health insurance solutions to clients.Work independently...
-
Branch Service Representative
2 weeks ago
Ann Arbor, Michigan, United States MSGCU Full timeBecome a part of our dynamic team as a Branch Service RepresentativeIn this role, you will:Perform a range of member-focused sales and service activitiesEfficiently handle teller transactionsUtilize active listening skills to identify member requirementsParticipate in effective cross-selling of various products and servicesExplore opportunities in positions...
-
Financial Services Professional
6 days ago
Ann Arbor, Michigan, United States Susan Rosales - State Farm Agent Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Sales Representative. As a key member of our team, you will be responsible for building and maintaining strong relationships with our customers, identifying their insurance needs, and providing tailored solutions to meet those needs.Key...
-
Customer Service Representative
6 days ago
Ann Arbor, Michigan, United States Acosta Group Full timeJob DescriptionJob Title: Customer Service RepresentativeJob Summary:We are seeking a highly motivated and results-driven Customer Service Representative to join our team at Acosta Group. As a Customer Service Representative, you will be responsible for developing and maintaining strong relationships with our customers, identifying and pursuing new business...
-
Customer Service Representative
2 weeks ago
Ann Arbor, Michigan, United States Bank of Ann Arbor Full timeJob OverviewWork Schedule: Monday – Friday 8:15 am to 5:15 pm, Rotating Saturdays – 8:15 am to 12:15 pmRole Summary:The position involves delivering precise and effective transaction services to clients while managing and reconciling all financial instruments processed. The role also includes supporting overall branch operations.Key...
-
Customer Service Representative
2 weeks ago
Ann Arbor, Michigan, United States Bank of Ann Arbor Full timeJob OverviewWork Schedule: Monday – Friday 8:15 am to 5:15 pm, with rotating Saturdays from 8:15 am to 12:15 pm.Position Summary:The role involves delivering precise and effective transaction services to clients while managing and reconciling all financial instruments processed. The position also supports overall branch operations.Key...
-
Customer Service Representative
1 week ago
Ann Arbor, Michigan, United States Bank of Ann Arbor Full timeJob OverviewWork Schedule: Monday – Friday 8:15 am to 5:15 pm, Rotating Saturdays – 8:15 am to 12:15 pmPosition Summary:The role involves delivering precise and prompt transaction services to clients while ensuring the management and reconciliation of all financial instruments handled. You will play a vital role in enhancing overall branch operations.Key...
-
Financial Patient Advisor
2 weeks ago
Ann Arbor, Michigan, United States Trinity Health Full timeEmployment Type:Full timeShift:Day ShiftPosition Overview:In this role, you will be responsible for:Assessing financial responsibility on patient accounts with minimal oversight.Collaborating with patients or their representatives to offer financial guidance and facilitate payment solutions. This position is crucial in ensuring that patients receive the...
-
Financial Services Internship
6 days ago
Ann Arbor, Michigan, United States Rehmann Full timeUnlock Your PotentialAt Rehmann, we're committed to helping you achieve your career goals. As a Risk Advisory Intern, you'll play a vital role in our Firm's success, working with multi-disciplinary teams to provide innovative risk solutions to clients across various industries.Key Responsibilities:Collaborate with senior-level client personnel and Rehmann...
-
Patient Service Representative
2 days ago
Ann Arbor, Michigan, United States Trinity Health Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Patient Service Representative to join our team at Trinity Health. As a key member of our healthcare operations team, you will play a critical role in ensuring the smooth and efficient delivery of patient care services.Key ResponsibilitiesProvide exceptional customer service to patients,...
-
Customer Service Representative
4 days ago
Ann Arbor, Michigan, United States CubeSmart Full timeAbout CubeSmartCubeSmart is a leading provider of self-storage solutions, offering a range of storage options to individuals and businesses.Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer...
-
Service Excellence Representative
2 weeks ago
Ann Arbor, Michigan, United States FROG HOLLER LTD Full timeCustomer Service RepresentativeDepartment: FH ADMINISTRATIONCompany: FROG HOLLER LTDFrog Holler Produce stands as a leading distributor of premium fresh produce to top-tier restaurants in the region. Our company is dedicated to fostering a vibrant workplace culture that emphasizes exceptional quality and unparalleled customer service. We hold our employees...
-
Customer Service Representative
2 days ago
Ann Arbor, Michigan, United States Cayman Chemical Company, Inc. Full timeAbout Cayman Chemical Company, Inc.We are a leading provider of high-quality chemicals and services to the scientific community. Our mission is to empower researchers and scientists to advance human and animal health through innovative solutions.Job SummaryWe are seeking a highly motivated and detail-oriented Customer Service Representative to join our team....
