Talent.com
Financial Services Representative

Financial Services Representative

Michigan FirstGrand Rapids, MI, US
30+ days ago
Job type
  • Full-time
Job description

Teller Position

Location : Grand Rapids, MI 49506

JOB SUMMARY :

Under supervision, and in accordance with existing procedures and systems, provides a variety of member service functions involving the receipting and / or disbursing of funds, (i.e. checks, money orders, traveler's checks), open accounts / loans and have in-depth conversations with members to uncover unique and personalized solutions. Work involves constant and direct dealing with Credit Union members and potential members, and requires the ability to accurately record information and communicate effectively. Work will be performed on the teller platform, drive-thru window and / or FSR desk.

KEY JOB RESPONSIBILITIES :

  • Must be an excellent listener and possess the ability to uncover opportunities for expanding the member's relationship. To do this, the individual must possess great interviewing skills to uncover the true needs of our members.
  • Must be a problem solver, have extremely strong evaluative skills, possess the ability to follow through on all of the details of the interaction, and take ownership of it from start to finish.
  • Must be very experienced and skilled in our products and services.
  • Must be able to work all hours that the branch is open, serving members, as well as the time needed to open or close the branch.
  • Assumes responsibility for performing efficient, effective, and accurate performance of Teller functions, account openings, lending applications and documents, account maintenance documents.
  • Performs Teller duties including receiving and processing deposits, loan payments, and transfers; processing cash advances, travelers' checks, cashiers' checks, money orders, government bonds, and similar transactions; disbursing cash or check withdrawals; receiving and processing payroll deduction starts, stops, and increases. Prepares proper receipts.
  • Assists Head Teller by occasionally balancing vault and monitoring ordering, dispensing, shipping and balancing cash. Must display a positive attitude at all times and have a passion for serving our members.
  • Must demonstrate very high energy, an interest in continuous learning and embrace challenge and change.
  • Helps to ensure that Teller functions are correctly performed and are in accordance with established policies and standards. Ensures that all security procedures are followed and that all member service standards are exceeded.
  • Assists in maintaining an inventory of cashier's checks, money orders, receipts, and other negotiable items for use in the Teller area.
  • Assists in keeping ATMs and MWBCs filled and functional.
  • Is expected to consistently meet (and / or exceed) monthly sales goals.
  • Is expected to consistently look for ways to improve and streamline processes.
  • Is expected to perform at the highest level with minimal day-to-day oversight.
  • Becomes / is an advocate of The Michigan First Way, supporting all facets of it, including complete fulfillment of Our Promise, 5 STARS Service, SOLVE IT and our ISMs. Fosters a positive demeanor and image through professional representation in all contacts with both, team members and members. Consistently reflects and displays each of our "ISMs" in daily job performance, as well as in all business interactions while executing on our goals and initiatives. Learns and utilizes EMEC (Every Member's Experience Counts) in day-to-day responsibilities when communicating with members only.

QUALIFICATIONS :

  • High school diploma or general education degree (GED); Associate's Degree in business or related field is preferred.
  • 3+ years of experience working in a professional environment. Experience working in a retail or financial services environment and knowledge of financial services and products.
  • 3+ years of strong sales-oriented experience, preferably in a financial institution or related field.
  • Has real world financial experience either personally or professionally.
  • Understands the differences in products and services offered by other financial institutions to those offered by the Credit Union.
  • Has ability to read, write and comprehend simple business correspondence and effectively present information in one on one and small group situations.
  • Has ability to operate standard office technology, equipment and tools.
  • May occasionally be required to lift and / or move up to 50 pounds.
  • Must truly enjoy and like people. The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical.
  • Can balance empathy and logic in working with Credit Union members to help them reach their intended goals.
  • Must have very strong interpersonal skills and exude a positive attitude at all times.
  • Must maintain a professional appearance and demeanor at all times. Must be the subject matter expert (SME) in the Teller role for others to model behaviors, skills, and tasks from.
  • WHO WE ARE :

    Michigan First Credit Union was founded more than 90 years ago by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we're still growing! We offer financial solutions for every life stage and seek to positively transform our members' lives through personalized service that meets their unique needs.

    Simply put, Michigan First Credit Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.

    Michigan First highlights :

  • 500 team members
  • 32 locations spanning the Lansing area, Grand Rapids and Metro Detroit
  • Industry leader in community support and charitable giving through the Michigan First Foundation
  • Member Services Call Center operates 24 / 7 / 365
  • Over $1.5 Billion in assets
  • Awards Michigan First Credit Union has been the proud recipient of :

  • 2024 Best & Brightest in the Nation
  • 2024 Best & Brightest in Metro Detroit
  • 2024 Best & Brightest in West Michigan
  • 2024 Best Credit Unions to Work For
  • 2024 Crain's Cool Places to Work
  • 2024 Detroit Free Press Top Workplaces
  • 2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level
  • 2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)
  • Benefits and perks of joining our award-winning team include :

  • Very competitive pay
  • Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance
  • 401(k) - 100% match up to 5% deferral
  • Tuition reimbursement for both Undergraduate and Graduate degree program
  • Access to a complimentary concierge service that assists with nearly any item on your to-do list
  • Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms
  • Wellness initiatives and events throughout the year to help team members stay healthy
  • Loan discounts for certain secured and unsecured loans and mortgages
  • Opportunities for pay increases, incentives and profit-sharing, based on performance
  • Onsite subsidized top notch Cafe 26 for team members' use
  • Onsite bowling center
  • Michigan First Credit Union is an Equal Opportunity Employer.

    Create a job alert for this search

    Financial Representative • Grand Rapids, MI, US

    Related jobs
    • Promoted
    Member Services Representative

    Member Services Representative

    VirtualVocationsGrand Rapids, Michigan, United States
    Full-time
    A company is looking for a Member Services Representative.Key Responsibilities Build and maintain professional relationships with members and colleagues to achieve mutually beneficial outcomes P...Show moreLast updated: 30+ days ago
    • Promoted
    Policyholder Services Representative

    Policyholder Services Representative

    VirtualVocationsGrand Rapids, Michigan, United States
    Full-time
    A company is looking for a Policyholder Services Representative I (Remote).Key Responsibilities Provide exceptional customer service in a phone support role Empathetically assist policyholders a...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Services Operations Manager

    Financial Services Operations Manager

    VirtualVocationsGrand Rapids, Michigan, United States
    Full-time
    A company is looking for a Financial Services / Custodial Operations Manager.Key Responsibilities Manage client banking relationships and oversee banking processes Perform bank and plan account r...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Tax Expert

    Tax Expert

    IntuitAlto, MI, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 6 hours ago
    • Promoted
    Patient Services Representative

    Patient Services Representative

    Corewell HealthGrand Rapids, MI, US
    Full-time
    Patient Services Representative.As a Patient Services Representative with Corewell Health, you'll play a vital role in delivering top-notch healthcare service to our patients.You'll work as part of...Show moreLast updated: 30+ days ago
    • Promoted
    Seasonal Tax Expert - Local

    Seasonal Tax Expert - Local

    IntuitAlto, MI, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 21 days ago
    • Promoted
    Credit Clerk

    Credit Clerk

    Marvel RefrigerationGreenville, MI, United States
    Full-time
    Location : Greenville, Michigan.Middleby Refrigeration is seeking a motivated and detail-oriented Accounting Specialist to join our team in Greenville, MI. This essential role is responsible for supp...Show moreLast updated: 1 day ago
    • Promoted
    Financial Center Manager Associate

    Financial Center Manager Associate

    Fifth Third BankHolland, MI, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Financial Center Manager w...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Expert - Local

    Tax Expert - Local

    IntuitAlto, MI, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 16 days ago
    • Promoted
    Sales Executive - Financial Services

    Sales Executive - Financial Services

    VirtualVocationsGrand Rapids, Michigan, United States
    Full-time
    A company is looking for a Sales Executive - Bank / Credit Union Sales - Remote.Key Responsibilities Drive new business by targeting banks and credit unions for recurring loan repayment and deposit...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Services Administrator

    Financial Services Administrator

    VirtualVocationsGrand Rapids, Michigan, United States
    Full-time
    A company is looking for a Financial Services Platform Administrator.Key Responsibilities Administer and integrate the Orion portfolio accounting system, including user credential setup Audit ne...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Part Time Licensed Talk Therapist - Fee For Service

    Part Time Licensed Talk Therapist - Fee For Service

    ThriveworksBailey, MI, US
    Part-time
    Thriveworks is currently seeking Licensed Clinicians to provide a mix of telehealth and face-to-face sessions in Grand Rapids, MI. At Thriveworks, we’re not just growing a practice—we&rs...Show moreLast updated: 2 hours ago
    • Promoted
    New Jersey Licensed Series 6 Representative

    New Jersey Licensed Series 6 Representative

    VirtualVocationsGrand Rapids, Michigan, United States
    Full-time
    A company is looking for a FINRA Series 6 L&A Back Office Representative.Key Responsibilities Perform financial and non-financial administrative transactions related to policies / contracts Proces...Show moreLast updated: 3 days ago
    • Promoted
    Patient Financial Services Representative

    Patient Financial Services Representative

    VirtualVocationsGrand Rapids, Michigan, United States
    Full-time
    A company is looking for a Patient Financial Services Representative 4 - Customer Service.Key Responsibilities Ensures timely submission of clean claims and serves in the place of the supervisor ...Show moreLast updated: 30+ days ago
    • Promoted
    Support Services Representative

    Support Services Representative

    VirtualVocationsGrand Rapids, Michigan, United States
    Full-time
    A company is looking for a Support Services Representative.Key Responsibilities Process a high volume of incoming customer inquiries through various communication channels Resolve inquiries rela...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Tax Expert - 2+ Yrs Paid Tax Experience Required

    Tax Expert - 2+ Yrs Paid Tax Experience Required

    IntuitAlto, MI, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 6 hours ago
    • Promoted
    General Ledger Clerk

    General Ledger Clerk

    Marvel RefrigerationGreenville, MI, United States
    Full-time
    Location : Greenville, Michigan.Middleby Refrigeration is seeking a motivated and detail-oriented Accounting Specialist to join our team in Greenville, MI. This essential role is responsible for supp...Show moreLast updated: 1 day ago
    • Promoted
    Provider Services Representative

    Provider Services Representative

    VirtualVocationsGrand Rapids, Michigan, United States
    Full-time
    A company is looking for a Provider Services Representative.Key Responsibilities Manage customer interactions through various channels while ensuring a positive experience Present and discuss pr...Show moreLast updated: 30+ days ago