5 Financial Services Representative Jobs in Okemos, MI
Michigan First Credit Union is Hiring a Financial Services Representative Near Okemos, MI
2055 W. Grand River Road
Location : City:
Okemos
Location : Postal Code:
48864
Responsibilities:
Location
This branch is a Retail In-Store branch. These branches are located in Walmart, Meijer, and Kroger stores.
Branch Hours
Monday - Friday: 10:00 a.m. - 7:00 p.m
Saturday: 10:00 a.m. - 3:00 p.m.
Sunday: Closed.
Financial Service Representative
We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager.
Job Description
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, weve got the perfect position for you at one of our retail in-store locations.
As a Retail In-Store Financial Service Representative at Michigan First Credit Union, youll be challenged to deliver five-star service while building relationships with our members. Were a family here, so outstanding teamwork is a must. Our number one goal is to provide our members and potential new members with personalized solutions to their financial situations so they can walk out feeling happy, satisfied, and worry-free.
What Youll Do:
- Deliver stellar service to credit union members and potential new members. No slackers here!
- Serve as a face for our brand. Happy, confident, positive thats who we are.
- Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. Youll need to be able to provide unique and personalized financial solutions for our members and potential new members. This means helping them with their loan decisions, showing them how to save money, and figuring what accounts work best for them.
- Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.
- Follow through. If you can deliver on promises and make sure all details are covered, youll LOVE it here at Michigan First!
What Were Looking For:
- Outgoing, personable candidates. You must truly love talking to people to work here.
- Professional experience, preferably 3 years. Have you worked in financial sales or retail? Great! Have you worked in a relationship banker or personal banker role? Even better!
- Customer service, preferably 3 years. Were a peoples credit union, and our members deserve the best possible experience.
- Youll have to be able to learn our products and services thoroughly and quickly. Thats what were here for, after all! Youll need a high school diploma/GED, preferably an Associates in business or a related field.
- A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.
- We need team players! You must be able to assist at any of our in-store locations to meet business needs.
Michigan First Credit Union was founded more than 90 years ago by educators and now delivers world-class service to more than 165,000 members at our branches throughout Michigan, and were 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 Unions sole mission is to provide the highest quality member experience. Working here, youll get to participate in a strong culture centered around service, professionalism, and growth.
Michigan First highlights:
- 500 team members
- 30 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:
- 2023 Best & Brightest in the Nation
- 2023 Best & Brightest in Metro Detroit
- 2023 Best & Brightest in West Michigan
- 2023 Best Credit Unions to Work For
- 2023 Best Places to Work in Southeast Michigan
- 2023 Channel 4 - Vote for the Best - Mortgage Lenders (1st Place)
- 2023 Channel 4 - Vote for the Best - Credit Unions (3rd Place)
- 2023 Detroit Free Press Top Workplaces
- 2023 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.
Job Summary
Full Time
$42k-53k (estimate)
04/18/2024
05/07/2024
michiganfirst.com
LATHRUP VILLAGE, MI
50 - 100
1926
Private
MICHAEL POULOS
$5M - $10M
Banking
Related Companies
About Michigan First Credit Union
Michigan First Credit Union is a provider of personal and business loan services.
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
04/04/2022: Riverside, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
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Provide efficient sales, services to customers and monitor sales for all referral objectives.
02/13/2022: Saint Paul, MN
To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
02/20/2022: Bradenton, FL
Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
01/08/2022: Miami, FL
Step 3: View the best colleges and universities for Financial Services Representative.
