Current jobs related to Financial Services Representative - Roseville Michigan - Michigan First Credit Union

  • Financial Services Representative

    1 month ago

    Roseville, California, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain...

  • Financial Services Representative

    2 weeks ago

    Roseville, California, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewAs a Financial Services Representative, you will play a crucial role in helping clients and businesses achieve their financial goals. Your expertise in financial products and services, such as insurance and retirement planning, will enable you to provide tailored advice and solutions to meet their needs. Key Responsibilities include:1. Obtaining...

  • Financial Services Representative

    7 days ago

    Roseville, California, United States Blaze Credit Union Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Blaze Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional service to our members by helping them achieve their financial goals. This includes educating members on how to optimize our...

  • Insurance and Financial Services Representative

    4 days ago

    Roseville, California, United States Bruce Wagner - State Farm Agent Full time

    About the Role:We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative.As a representative, you will be responsible for establishing strong relationships with customers, identifying their insurance needs, and providing tailored solutions to meet those needs.You will work closely...

  • Customer Service Representative

    4 weeks ago

    Roseville, United States Community Choice Financial Family of Brands Full time

    Overview As a Customer Service Representative, you'll build connections and offer a wide range of products and services to our diverse customer base. Our customers are on the go and put their trust in us to provide quick and reliable financial solutions. Your precise cash handling, attention to detail, and ability to engage professionally with customers and...

  • Financial Services Associate

    2 weeks ago

    Roseville, California, United States Hilltop Securities Inc. Full time

    Hilltop Securities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. We offer and support a broad range of customer services, including self-directed IRA accounts, research recommendations, and trust and money management services.The Registered Client Service Associate will work for several financial advisors, assisting...

  • Client Service Representative

    7 days ago

    Roseville, California, United States Hilltop Securities Inc. Full time

    Hilltop Securities Inc., a member of the FINRA and SIPC, is a wholly owned subsidiary of Hilltop Holdings. We offer and support a broad range of customer services, including self-directed IRA accounts, research recommendations, and trust and money management services.We are currently seeking a Client Service Representative to support our Roseville, CA...

  • Client Service Representative

    3 weeks ago

    Roseville, California, United States Tri Counties Bank Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Tri Counties Bank. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key ResponsibilitiesInitiate outbound calls to clients and...

  • Client Service Representative

    4 weeks ago

    Roseville, California, United States Tri Counties Bank Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Tri Counties Bank. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key ResponsibilitiesInitiate outbound calls to clients and...

  • Client Service Representative

    1 month ago

    Roseville, California, United States Hilltop Securities Inc Full time

    Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

  • Client Service Representative

    2 weeks ago

    Roseville, California, United States Hilltop Securities Inc Full time

    Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

  • Customer Service Representative

    1 month ago

    Roseville, United States Mechanics Bank Full time

    About the RoleMechanics Bank is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients through various communication channels, including phone, electronic, and chat.Key ResponsibilitiesSupport clients through phone,...

  • Financial Director

    7 days ago

    Michigan, United States Creative Financial Staffing Full time

    Controller OpportunityThe ideal candidate will set the company's strategy and direction, including budgets and all financial reporting. They will oversee and drive the accounting department, direct monthly close, and oversee cash flow, cash management, working capital, and company audits. Additionally, they will prepare financial statements and reports, and...

  • Financial Advisor

    2 weeks ago

    Michigan Center, Michigan, United States Thrivent Financial Full time

    About the RoleAs a Thrivent Financial advisor, you will have the opportunity to build a successful career in financial services while making a positive impact in your community. You will work with clients to understand their financial goals and develop personalized plans to help them achieve financial clarity and stability.Key ResponsibilitiesBuild and...

  • Customer Service Representative

    3 weeks ago

    Roseville, California, United States CoCard Business Full time

    Customer Service and Technical Support RepresentativeCoCard Business is a leading provider of payment technology solutions for businesses across the United States. We are seeking a highly motivated and customer-focused Customer Service and Technical Support Representative to join our team.Responsibilities:Provide exceptional customer service via phone,...

  • Consumer Loan Sales Representative

    2 weeks ago

    Michigan City, Indiana, United States OneMain Financial Full time

    About the RoleAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in helping customers achieve their financial goals. Your primary responsibility will be to deliver exceptional customer service, while also meeting individual and branch...

  • Financial Services Professional

    1 month ago

    Roseville, California, United States MassMutual Northern California Full time

    Job Opportunity at MassMutual Northern CaliforniaWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team in Roseville. This role is ideal for individuals who are passionate about helping clients achieve their financial goals and are looking to grow their career in the financial services industry.Key...

  • Chief Financial Officer

    1 month ago

    Roseville, United States Presbyterian Homes & Services Full time

    OverviewWe are seeking a seasoned financial leader to oversee all finance, accounting, and reporting activities for Presbyterian Homes and Services. The ideal candidate will have a strong background in financial management, with experience in budgeting, financial analysis, forecasting, and financial reporting.The Director of Finance will work closely with...

  • Senior Financial Leader

    2 weeks ago

    Roseville, United States Presbyterian Homes & Services Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Leader to oversee all finance, accounting, and reporting activities for Presbyterian Homes and Services. The ideal candidate will have a strong background in financial management, with a minimum of 7-10 years of progressive accounting experience, including 3-5 years in a managerial role.The Senior...

  • Financial Services Associate

    4 weeks ago

    Roseville, California, United States Sierra Central Credit Union Full time

    Job Title: Member Service Representative IWe are seeking a reliable and customer-focused individual to fill the role of Member Service Representative I at Sierra Central Credit Union. In this position, you will be responsible for providing exceptional customer service, processing transactions accurately, and promoting our products and services to...

Financial Services Representative

2 months ago

Roseville Michigan, United States Michigan First Credit Union Full time

Job Summary

We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Michigan First Credit Union. As a key member of our retail banking team, you will be responsible for delivering exceptional service to our members and providing personalized financial solutions to meet their unique needs.

Key Responsibilities

  • Provide exceptional customer service to credit union members and potential new members
  • Serve as a face for our brand, embodying our values of professionalism, growth, and community involvement
  • Provide personalized financial solutions to members, including loan decisions, savings strategies, and account recommendations
  • Introduce potential new members to the benefits of membership with Michigan First Credit Union
  • Follow through on promises and ensure all details are covered to deliver a seamless member experience

Requirements

  • Outgoing and personable, with a passion for building relationships and delivering exceptional service
  • Professional experience in financial sales, retail, or customer service, preferably 3+ years
  • Customer service experience, preferably 3+ years, with a focus on delivering personalized solutions
  • Ability to learn and adapt to our products and services quickly
  • High school diploma or equivalent, preferably an Associate's degree in business or a related field
  • Flexible schedule to meet business needs, including evenings and weekends
  • Ability to work as part of a team and assist at any of our in-store locations

About Michigan First Credit Union

Michigan First Credit Union is a leading financial institution with a strong commitment to community involvement and member service. We offer a comprehensive range of financial solutions, including loans, savings, and investment products, and are dedicated to delivering exceptional service to our members. As a member of our team, you will have access to a range of benefits, including competitive pay, low-cost medical and dental benefits, and opportunities for professional growth and development.