Financial Services Representative

3 days ago


Grand Blanc, Michigan, United States Security Credit Union Full time
Job Summary

We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Security Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, promoting credit union products and services, and ensuring a positive member experience.

Key Responsibilities
  1. Member Service: Provide prompt and courteous service to members in-person and over the phone, answering inquiries and resolving issues in a professional and timely manner.
  2. Product Promotion: Maintain a working knowledge of credit union products and services, and aggressively promote them to members, resulting in new sales and referrals.
  3. Operations: Perform various operational duties, including balancing cash drawers, processing transactions, and maintaining accurate records.
  4. Security: Maintain the security of all codes, procedures, and other sensitive information, and adhere to established security protocols.
  5. Teamwork: Collaborate with other team members to achieve departmental goals and objectives, and provide support and assistance as needed.
Requirements
  • Education: High school diploma or equivalent required.
  • Experience: Previous cash handling and customer service experience desired.
  • Licenses/Certifications: Must attain all required licenses and certifications to perform duties of position.
Competencies
  • Reasoning: Apply rational problem-solving skills to resolve practical problems and deal with concrete variables.
  • Math: Perform arithmetic operations involving all American monetary units.
  • Language: Read and write reports and essays with proper format, punctuation, spelling, and grammar.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



  • Grand Rapids, Michigan, United States Harborstone Credit Union Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Harborstone Credit Union. As a key member of our team, you will play a critical role in helping our members achieve their financial goals and objectives.Key ResponsibilitiesProvide exceptional customer service to our members, responding to their...


  • Grand Rapids, Michigan, United States Harborstone Credit Union Full time

    Job SummaryWe are seeking a highly skilled and dedicated Financial Services Representative to join our team at Harborstone Credit Union. As a trusted financial partner, you will play a vital role in helping members achieve their financial goals and wellbeing.Key ResponsibilitiesProvide exceptional member service and support, ensuring that members feel valued...


  • Grand Rapids, Michigan, United States Cascade Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Services Representative to join our team at Cascade Federal Credit Union. As a key member of our staff, you will be responsible for providing exceptional service to our members, processing transactions accurately and efficiently, and maintaining a positive image of the credit union.Key...


  • Grand Rapids, Michigan, United States Cascade Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Services Representative to join our team at Cascade Federal Credit Union. As a key member of our staff, you will be responsible for providing exceptional service to our members, processing transactions accurately and efficiently, and maintaining a positive image of the credit union.Key...


  • Grand Blanc, Michigan, United States Ascension Full time

    {"h3": "Job Summary"} We are seeking a highly organized and detail-oriented Financial Admin Associate to join our team at Ascension Genesys in Grand Blanc, Michigan. As a key member of our financial services team, you will be responsible for performing a variety of functions with an emphasis on clerical duties. {"h3": "Responsibilities"} Provide...


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

    About the RoleThe 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 ResponsibilitiesProvide exceptional member service to all whom we serve.Solve problems, take ownership of member...


  • Grand Blanc, Michigan, United States Hart Medical Equipment Full time

    Job SummaryHart Medical Equipment is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our customer service department, you will be responsible for providing exceptional service to our customers, responding to their inquiries, and resolving any issues they may have.Key ResponsibilitiesProvide...


  • 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...


  • Grand Blanc, Michigan, United States Cartwright Search Group Full time

    Job OverviewPosition Summary:As a Lead Financial Reporting Accountant at Cartwright Search Group, you will play a pivotal role in our finance team, ensuring the delivery of precise and timely financial reports for a diverse range of clients, including hedge funds, private equity firms, digital asset managers, fund of funds, and venture capital entities. Your...


  • Grand Blanc, Michigan, United States Cartwright Search Group Full time

    Job OverviewPosition Summary:As a Lead Financial Reporting Accountant at Cartwright Search Group, you will play a pivotal role in the financial reporting team, ensuring the delivery of precise and timely financial statements for a diverse range of clients, including hedge funds, private equity firms, digital asset managers, fund of funds, and venture capital...


  • Grand Blanc, Michigan, United States CSL Plasma Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented individual to join our team as a Customer Service Representative at CSL Plasma. In this role, you will be responsible for ensuring the smooth operation of our pheresis process, providing exceptional customer service to donors, and maintaining a clean and efficient work environment.Key...


  • Grand Rapids, Michigan, United States Cetera Investment Services LLC Full time

    Job Title: Producing ManagerThe Producing Manager is a key role at Cetera Investment Services LLC, responsible for providing financial planning, financial advice, and investment management to serve the needs of the bank's consumer and business customers.Key Responsibilities:Develop a client base to which appropriate wealth management products can be...


  • 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...


  • 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...


  • 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...


  • Grand Rapids, Michigan, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As an Associate Financial Advisor, you will work closely with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.Key ResponsibilitiesGather...


  • Grand Blanc, Michigan, United States TalentLink Solutions Full time

    Job DescriptionTalentLink Solutions is a high-growth, dynamic financial planning and investment management firm providing services to individuals, families, and businesses. Our mission is to empower clients to achieve their financial goals and foster long-term relationships built on trust and integrity.We are currently hiring a fully remote Senior Client...


  • Grand Blanc, Michigan, United States Ryan Lukovich - State Farm Agent Full time

    Job OverviewBenefits:401(k) plan401(k) matching contributionsPerformance-based bonusesCompetitive salary structureComprehensive dental coverageComplimentary snacks and mealsHealth insurance optionsCareer advancement opportunitiesPaid time off for vacations and personal daysTraining and professional developmentVision insurance coveragePosition SummaryA...


  • 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...


  • Grand Blanc, Michigan, United States TalentLink Solutions Full time

    Job DescriptionCompany OverviewTalentLink Solutions is a high-growth, dynamic financial planning and investment management firm providing services to individuals, families, and businesses. Our mission is to empower clients to achieve their financial goals and foster long-term relationships built on trust and integrity.Job SummaryWe are seeking a highly...