Financial Services Expert
3 weeks ago
The Financial Services Expert at Greenleaf Trust is responsible for providing high-quality tax services to our clients. This includes serving as a tax resource for the organization and outside engaged CPAs, analyzing data for tax processing, and assisting with required minimum distribution questions.
You'll have the opportunity to work with a variety of tax software systems, including OneSource Trust Tax software. If you're detail-oriented, enjoy working with numbers, and are passionate about delivering exceptional customer service, we want to hear from you.
We estimate that the annual salary for this position will be around $70,000, depending on your level of experience and qualifications.
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Financial Services Ambassador
3 weeks ago
Kalamazoo, Michigan, United States Arbor Financial Credit Union Full timeCompany OverviewArbor Financial Credit Union is a leading financial institution dedicated to providing exceptional service to its members. Our team of professionals is committed to delivering world-class service and support.Job DescriptionWe are seeking a highly skilled Part-time Travel Teller to join our team. As a Travel Teller, you will be responsible for...
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Financial Services Professional
3 weeks ago
Kalamazoo, Michigan, United States Meron Financial Agency Full timeUnlock your earning potential as a Financial Services Professional at Meron Financial Agency.About UsWe are a leading firm dedicated to empowering individuals and businesses to achieve their financial goals. Our client-centric approach, cutting-edge technology, and supportive team environment provide the tools and opportunities you need to...
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Financial Services Advisor
5 days ago
Kalamazoo, Michigan, United States Arbor Financial Credit Union Full time**Key Responsibilities**As a Financial Services Advisor, you will play a critical role in helping our members achieve their financial goals. Your responsibilities will include:Providing excellent customer service by greeting members warmly, answering their questions, and addressing their concerns in a professional and timely manner.Assisting with financial...
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Financial Services Representative
4 weeks ago
Kalamazoo, Michigan, United States Arbor Financial Credit Union Full timeAbout the JobWe are looking for a highly skilled and motivated Part-time Travel Teller to join our team at Arbor Financial Credit Union. This individual will provide exceptional service to members while maintaining a high level of accuracy in account transactions.The ideal candidate will have a strong commitment to customer satisfaction, excellent...
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Financial Services Operations Director
6 days ago
Kalamazoo, Michigan, United States Honor Credit Union Full timeCompany OverviewHonor Credit Union is committed to providing solutions for our members' financial success. Our team is dedicated to delivering exceptional service and meeting the needs of our members.Salary RangeThe estimated salary for this position is $70,000 - $90,000 per year, depending on experience.Job DescriptionWe are seeking a skilled professional...
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Financial Services Specialist
3 weeks ago
Kalamazoo, Michigan, United States Advia Credit Union Full timeDo you have a passion for delivering exceptional customer service and building lasting relationships with your colleagues? We are seeking an experienced Financial Services Specialist to join our team at Advia Credit Union.This is a full-time position that offers a competitive salary of $50,000 - $60,000 per year, depending on experience. As a Financial...
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Financial Services Representative
3 weeks ago
Kalamazoo, Michigan, United States Kellogg Community Credit Union Full timeJob Title: Financial Services RepresentativeWe are seeking an experienced Financial Services Representative to join our team at Kellogg Community Credit Union. In this role, you will be responsible for providing financial services to our members, including working the teller line, opening new accounts, originating loans, establishing deposit products, and...
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Service Representative Expert
6 days ago
Kalamazoo, Michigan, United States Family Dollar Full timeService Representative ExpertWe are looking for a skilled Service Representative Expert to provide top-notch service to customers at Family Dollar.This role involves assisting customers with merchandise selection, completing cash register transactions, and answering questions about the store and merchandise.The ideal candidate will have excellent...
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Financial Services Coordinator
5 days ago
Kalamazoo, Michigan, United States Oppenheimer & Co. Inc. Full timeCompany OverviewOppenheimer & Co. Inc., a leading middle-market investment bank and full-service broker-dealer, seeks a Client Service Associate to join its Private Client Division in Kalamazoo, MI. With roots tracing back to 1881, the Company engages in various activities in the financial services industry, including retail securities brokerage,...
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Service Desk Expert
6 days ago
Kalamazoo, Michigan, United States Holiday Companies Full timeWe are looking for a Service Desk Expert to provide top-notch customer service. Salary: $30,000 - $45,000 per year. Your role will include:1. Providing prompt and courteous service to customers2. Operating the cash register and handling various types of payment3. Maintaining the overall appearance of the store
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Financial Services Coordinator
6 days ago
Kalamazoo, Michigan, United States Oppenheimer & Co. Full timeCompany OverviewOppenheimer & Co. Inc., a leading middle-market investment bank and full-service broker-dealer, has been at the forefront of the financial services industry since 1881. With a rich history and diverse range of activities, including retail securities brokerage, institutional sales and trading, and investment banking, Oppenheimer is committed...
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Customer Service Expert
7 days ago
Kalamazoo, Michigan, United States NexDine Hospitality Full timeWe're looking for a highly skilled Customer Service Expert to join our team at NexDine Hospitality. As a key member of our dining services team, you will be responsible for creating memorable experiences for our residents, colleagues, and guests through exceptional service and attention to detail.About UsNexDine Hospitality is a leading provider of dining...
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Financial Services Specialist
7 days ago
Kalamazoo, Michigan, United States The Auto Club Group Full timeAs a Life Insurance Specialist with The Auto Club Group, you will have the opportunity to work in a fast-paced and exciting sales environment, where no two days are ever the same. You will work closely with the sales team to develop new business leads, identify opportunities to upsell existing customers, and build long-term relationships with customers.About...
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Financial Services Associate
3 days ago
Kalamazoo, Michigan, United States Stan Ellis - State Farm Agent Full timeStan Ellis - State Farm AgentWe are seeking a skilled and motivated individual to join our dynamic team as a State Farm Agent Team Member. As a key member of our team, you will be responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products and services. Your exceptional communication skills and...
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Cash Services Representative
2 days ago
Kalamazoo, Michigan, United States Arbor Financial Credit Union Full timeJob Description:The Cash Services Representative is responsible for delivering exceptional member service and financial solutions at Arbor Financial Credit Union. This role involves greeting members, responding to inquiries, and processing transactions with accuracy.This position requires strong communication skills, the ability to work in a fast-paced...
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Build Your Career in Financial Services
4 weeks ago
Kalamazoo, Michigan, United States Thrivent Full time**Job Description**We're seeking a self-disciplined, independent, and driven individual to join our team as a Thrivent Financial advisor.As a financial advisor, you'll guide Christians on their journeys to financial clarity, empowering lives of service and faith.You'll provide personal, actionable, and achievable advice, connecting clients to Thrivent's...
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Senior Financial Planning Analyst
2 days ago
Kalamazoo, Michigan, United States Ascension Full timeAbout AscensionAs a leading non-profit, faith-based national health system, Ascension is dedicated to transforming healthcare and providing care to those most in need.About the RoleThis Budgeting and Reporting Expert position plays a critical role in supporting our finance department. The successful candidate will be responsible for performing analysis and...
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Financial Services Specialist
5 days ago
Kalamazoo, Michigan, United States Horizon Bank Full timeAbout UsAt Horizon Bank, we're committed to empowering our clients' dreams and transforming their lives. Our passion lies in creating meaningful connections with our clients and providing financial solutions that pave the way to success.Your RoleYou will be responsible for delivering exceptional customer experiences, building strong relationships, and...
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Managed Services On-Site Support Expert
3 days ago
Kalamazoo, Michigan, United States Graham Allen Partners Full timeWe are looking for a highly skilled Managed Services On-Site Support Expert to join our team at Graham Allen Partners. As a key member of our Managed Services team, you will be responsible for providing technical support, installations, and maintenance services to our clients across various industries.Job Requirements:This is an exciting opportunity to work...
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Client Growth Manager
5 days ago
Kalamazoo, Michigan, United States PNC Financial Services Group Full timeKey ResponsibilitiesDevelop and implement effective strategies to acquire and retain client relationships, driving revenue growth and market share.Handle relationship management activities, including origination, financial analysis, negotiation, and documentation of credit and non-credit products and services.Identify and mitigate different types of risk,...