Financial Services Representative

5 days ago

Grand Rapids, Michigan, United States Gesa Credit Union Full time
About the Role

The Personal Financial Services Representative is an entry-level position that plays a crucial role in assisting members by establishing new relationships, opening deposit accounts, and providing exceptional customer service.

Key Responsibilities
  • Provide exceptional member service to all whom we serve.
  • Solve problems, take ownership of member concerns, and provide prompt resolutions.
  • Have a core understanding of financial literacy, products, and services.
  • Offer appropriate products and services to deepen member relationships.
  • Make outbound calls to members to establish, grow, and nurture relationships.
  • Ensure branch equipment is always working properly.
  • Assist non-members with establishing membership.
  • Accurately take consumer lending applications.
  • Review credit reports for concerns and obtain approvals.
  • Close loans and communicate with members regarding next steps.
  • Discuss IRAs and HSAs with members and non-members.
  • Process international and domestic wire requests.
  • Act as a Notary Public and perform notarial services.
  • Observe and monitor cash activity to ensure compliance with established limits.
  • Open consumer deposit accounts and perform account maintenance.
  • Place cash and supply orders, balance vault cash, and maintain ATMs.
  • Review and process overrides/approvals within authority while minimizing risk.
  • Mentor and help train new Member Service Associates.
  • Assist leadership with branch certifications, cash drawer audits, and OFAC reports.
  • Fluidly transition between tasks as an MSA or Sr. MSA.
  • Perform transactions and service requests on member accounts in an accurate and timely manner.
  • Acknowledge and follow all cash handling procedures and balance your cash drawer at the end of every day.
  • Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act.
  • Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
  • Assist members with complex and sensitive fraud disputes.
About You
  • Professional written and verbal communication.
  • Make sound decisions that minimize risk in a timely manner.
  • Ability to ask open-end and clarifying questions to understand member needs.
  • Display professional social skills to relate effectively to members, the public, colleagues, and all levels of leadership.
  • Respect and support all areas of diversity in the workplace and our membership.
  • Complete assigned training programs in a timely and accurate manner.
  • Participate in and support a team environment.
  • Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
  • Exercises the utmost discretion and sensitivity when assisting with member transactions.
Qualifications
  • High School Degree (or equivalent) required.
  • Sales/relationship building experience required.
  • Cash handling experience preferred.
  • Notary Public.
  • At least one year of customer service experience preferred.
  • Demonstrate and support credit union values and service standards.
  • Attend and engage in community events on behalf of the credit union.
  • Maintain confidentiality, control risk, and lead operations in accordance with company policies, procedures, and regulatory requirements.
  • Demonstrate a high level of personal integrity and ethics.
  • Report for work on time and maintain a schedule of regular attendance.
  • Some travel may be required.
  • Proficient with varying levels of technology.

  • Customer Service Representative

    5 days ago

    Grand Rapids, Michigan, United States Sara Ocampo Rolon - State Farm Agent Full time

    About the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing them with exceptional service and support, and...

  • Financial Services Representative

    7 days ago

    Grand Rapids, Michigan, United States The Dorr Agency Full time

    About The Dorr AgencyWe are a leading provider of life, health, and wealth solutions, dedicated to helping families and businesses achieve their financial goals. Our team is passionate about delivering exceptional service and support to our clients, and we are seeking a motivated and coachable individual to join our team as an Insurance Professional.Key...

  • Financial Services Representative

    1 week ago

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

    Job OverviewAdventure Credit Union is seeking a highly motivated and customer-focused individual to join our team as a Full-Time Teller. As a key member of our team, you will be responsible for providing exceptional member service and performing financial transactions in accordance with member requests and credit union policies.Key ResponsibilitiesMember...

  • Financial Operations Manager

    2 weeks ago

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

    Creative Financial Staffing is collaborating with a dynamic manufacturing organization in West Michigan that is eager to welcome a Financial Operations Manager. Company Benefits:Flexible Work HoursStrong Work-Life BalanceComprehensive Benefits PackageGenerous Bonus StructureThe Financial Operations Manager will report directly to the Chief Financial Officer...

  • Financial Services Professional

    1 week ago

    Grand Rapids, Michigan, United States New York Life West Michigan Full time

    About the RoleNew York Life West Michigan is seeking a highly motivated and driven individual to join our team as an Insurance Sales Representative. As a key member of our organization, you will play a critical role in helping clients achieve their financial goals and develop a sound, long-term strategy to secure their financial future.Key...

  • Financial Analyst

    2 days ago

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

    Financial Analyst OpportunityAbout Creative Financial StaffingCreative Financial Staffing is a leading provider of financial staffing solutions, dedicated to connecting talented professionals with top companies in the industry. Our team is passionate about delivering exceptional service and building long-lasting relationships with our clients and...

  • Lead Financial Advisor

    6 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 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...

  • Account Representative I

    4 days ago

    Grand Rapids, Michigan, United States Guidant Financial Full time

    About Guidant FinancialGuidant Financial is a reputable and thriving company that offers a fully remote position with a competitive salary of $21 per hour, equivalent to an annual salary of $43,680. We are currently recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA.Job SummaryWe are seeking a highly motivated and...

  • Financial Analyst

    2 weeks ago

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

    Creative Financial Staffing is collaborating with a dynamic manufacturing organization in search of a Financial Analyst. The primary duties of the Financial Analyst encompass managing vendor payments within the financial system, ensuring precise record maintenance, and assisting with payroll operations.Financial Analyst Responsibilities:Guarantees that all...

  • Financial Accountant

    2 weeks ago

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

    Creative Financial Staffing is collaborating with a dynamic manufacturing organization seeking to recruit a Financial Accountant. The primary duties of the Financial Accountant encompass managing vendor invoices within the financial system, facilitating the payment of invoices, maintaining precise records, and assisting with payroll processing. Key...

  • Chief Financial Officer

    15 hours ago

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

    Dynamic Financial Leadership Opportunity:Our client, a rapidly growing small-cap public company, is seeking a highly experienced and motivated Chief Financial Officer (CFO) to lead our financial operations, manage investor relations, and drive strategic financial growth.CFO Position Overview:As the CFO, you will be responsible for overseeing all aspects of...

  • Financial Services Representative

    1 week ago

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

    About the RoleWe are seeking a highly skilled Wire Transfer Specialist I to join our team at Lake Michigan Credit Union. As a key member of our financial operations team, you will be responsible for processing incoming and outgoing wire transfers while ensuring proper procedures are followed.Key ResponsibilitiesProcess outgoing wires following Federal...

  • 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...

  • Entry-Level Financial Services Representative

    3 days ago

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

    About the RoleWe are seeking a highly motivated and ambitious individual to join our team as a Financial Professional in training. As a Financial Professional, you will have the opportunity to work with experienced agents and advisors to develop your skills and knowledge in insurance products and financial planning.Key ResponsibilitiesClient Engagement:...

  • 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...

  • Entry-Level Financial Services Representative

    5 days ago

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

    About the RoleNew York Life Insurance Company is seeking a highly motivated and ambitious individual to join our team as a Financial Professional in training. As a Financial Professional, you will have the opportunity to work with experienced agents and advisors, providing personalized recommendations and solutions to clients.Key ResponsibilitiesClient...

  • Customer Service Representative

    13 hours ago

    Grand Rapids, Michigan, United States Domino's Franchise Full time

    **Job Summary**At Domino's Franchise, we're committed to delivering exceptional customer experiences. As a Customer Service Representative, you'll play a vital role in ensuring our customers receive the highest level of service.**Key Responsibilities:**Provide top-notch customer service, responding to customer inquiries and resolving issues in a timely and...

  • Customer Service Representative

    4 days ago

    Grand Rapids, Michigan, United States Domino's Franchise Full time

    **Job Summary**At Domino's Franchise, we're committed to delivering exceptional customer experiences. As a Customer Service Representative, you'll play a vital role in ensuring our customers receive the highest level of service.**Key Responsibilities:**Provide top-notch customer service, responding to customer inquiries and resolving issues in a timely and...

  • Customer Service Representative

    2 weeks ago

    Grand Rapids, Michigan, United States Xtend Full time

    Job SummaryXtend is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our support team, you will be responsible for providing exceptional service to our credit union members, resolving issues, and ensuring a seamless experience.Key ResponsibilitiesMember Support: Respond to inbound calls,...