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DFCU Financial
Grand Rapids, MI | Part Time
$50k-66k (estimate)
5 Days Ago
DFCU Financial
Lansing, MI | Part Time
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DFCU Financial
Wyoming, MI | Part Time
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DFCU Financial
Commerce, MI | Part Time
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Grand Rapids, MI | Part Time
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DFCU Financial
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$30k-36k (estimate)
4 Months Ago
Part Time Financial Consultant Assistant
DFCU Financial Grand Rapids, MI
$50k-66k (estimate)
Part Time | Banking 5 Days Ago
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DFCU Financial is Hiring a Part Time Financial Consultant Assistant Near Grand Rapids, MI

The Opportunity: We are seeking a part time Financial Consultant Assistant to provide comprehensive service and administrative support to a successful Financial Consultant in the Grand Rapids area.What You'll Do:Process documents that relate to account opening and account servicing.Provide general administrative support using all required back-office systems and procedures.Assist clients and prospects by phone and in branch regarding general account servicing and inquiries.Act as liaison with branch staff in promoting Investment Services' mission, and support attainment of branch investment revenue goals.Promote and support Investment Services and Financial Consultant sales and marketing efforts through support functions, including direct calls and assisting branch staff in referral efforts.Provide ongoing general coverage of Financial Consultant office in the absence of the Financial Consultant.Provide occasional after hours support of various Investment Services events such as seminars or evening call sessions.What You'll Need:High school diploma or equivalent.Two years customer service experience, financial preferred.Consistent positive, cooperative, self-motivated, courteous, and professional attitude.Demonstrated ability to work in a team oriented environment.Excellent interpersonal skills, including written and oral communication.Demonstrated ability to process documents with a high degree of accuracy and attention to detail.Computer literate.Assignment includes branch locations as required.

Job Summary

JOB TYPE

Part Time

INDUSTRY

Banking

SALARY

$50k-66k (estimate)

POST DATE

05/08/2024

EXPIRATION DATE

07/06/2024

WEBSITE

dfcufinancial.com

HEADQUARTERS

MADISON HEIGHTS, MI

SIZE

200 - 500

FOUNDED

1950

CEO

DAWN PULCER

REVENUE

$50M - $200M

INDUSTRY

Banking

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About DFCU Financial

DFCU Financial is one of Michigans largest credit unions with more than $5.4 billion in assets & currently operates full-service branches in Detroit, Ann Arbor, Grand Rapids & Lansing. Were proud to be an award-winning workplace named a Top 100 Workplace by the Detroit Free Press & one of the 101 Best and Brightest Companies to Work For in the Metropolitan Detroit & West Michigan regions. Were looking for service-oriented team players who want to be part of an expanding organization. We offer: Medical, dental and vision insurance Wellness initiatives and reimbursements Health savings accounts ... Company-provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child Short and long term disability plans paid for by company Flexible spending accounts (medical and dependent care) Pre-paid legal services Numerous fun employee events throughout the year Volunteer and community engagement opportunities 401(k) plan match, dollar for dollar up to 4% 401(k) additional employer contribution after one year at 5% Gain share / bonus program Tuition reimbursement / Education assistance Ongoing training opportunities Leadership development program Federally insured by NCUA. DFCU Financial is an equal opportunity lender. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, and may involve risk including possible loss of principal. Investment Representatives at DFCU are registered through CFS, and are licensed to transact securities business in Michigan. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial. More
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