- We're looking for an In-Store Personal Financial Assistant who has experience with customer-focused/deadline-driven/high-energy environment, and who can provide courteous, friendly and professional assistance to their team, and our membership.
- Our ideal candidate will make $22.05 to $23.28 for this role.
- Monday-Friday 8:30 a.m. to 5:30 p.m.
- Rotating Saturdays between 9:00 a.m. to 12:30 p.m.
- Greet and welcome members and visitors to the Credit Union in a prompt and professional manner consistent with service excellence best practices including a handshake, introduction and use of the member's name.
- Identify and recommend products and services based on the member's financial needs upon review of their account or through determining needs based on asking open ended questions.
- Contact prospective members, businesses, community groups and Select Employer Groups (SEGs) to present information on available products and services.
- Attend various community organization meetings to develop new business and create awareness of the credit union.
- Meet or exceed sales and service goals.
- As directed by branch leadership based on staffing requirements, work at other branch and/or in store branch locations.
- Maintain open lines of communication with Branch Manager, Assistant Branch Manager and all staff; work closely with them to ensure exceptional member service delivery.
- Facilitate requests of members and visitors within guidelines established by policies, procedures and regulations.
- Respond to problems and concerns with a sense of urgency in order to maintain and strengthen the relationship between the member and the Credit Union.
- Identify cross-sell opportunities to enhance relationship building with member and provide enhanced services to members by maintaining expert level of knowledge of Credit Union features and benefits, lending guidelines, products and services.
- Maintain working knowledge of all operational and lending procedures and regulatory requirements.
- Adhere to Credit Union policies and procedures, government rules and regulations, and vendor and security guidelines.
- Remain flexible to the changing schedule demands of branch. This may require multiple Saturdays per month, evening hours, etc.
- High school degree or equivalent;
- Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required.
- Minimum one-year customer service experience, financial industry preferred.
-
Customer service representative
1 week ago
Eclipse Innovations Michigan Center, United StatesCustomer Service Representative (m/f/d) in the Media Industry at JobImpulse · Welcome to JobImpulse · We are an experienced international staffing agency with an exceptional success story since our founding in 2006. Today, we have over 53 offices in 13 countries and employ more ...
-
Solaris Enterprises Oakland Acres, United StatesFor the further expansion of our location, we are looking for customer service representatives in the insurance industry (m/f/d) in full-time or part-time. · Not interested in complaint hotlines or sales? Then come join us · We - KVM+GA - are part of the traditional insurance co ...
-
Client Service Representative
2 weeks ago
YWCA of the Sauk Valley Sterling, United StatesThe Client Service Representative is responsible for staffing the shelter during evening, overnight hours, and weekends. Maintaining security and assisting clients as needed. The function also performs a variety of clerical duties including typing, filing, and data entry. Provide ...
-
Customer Service Representative
2 weeks ago
Falcon Heating And Air Conditioning Sterling, United StatesAre you ready to join a long-standing, award-winning, company? Do you see yourself working in an environment where employees are treated with integrity, respect, training opportunities, and are part of a mission to do good in the community? Falcon Heating & Air Conditioning is a ...
-
Customer Service Representative
2 weeks ago
Mike Sprague - State Farm Agent Sterling, United States**Position Overview**: · Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only State Farm insurance and fin ...
-
Customer Service Representative
2 weeks ago
kmG Hauling, Inc. Sterling, United StatesSUMMARY · kmG Hauling, Inc is one of the leading waste removal and recycling collection companies in the Washington Metropolitan area. We are looking for someone who is energetic, a self starter, and a strong commitment to providing top level service to join our Customer Service ...
-
Customer Service Representative
2 weeks ago
Michael Lantzy - State Farm Agent Royal Oak, United StatesJob Description · Job DescriptionBenefits:Bonus based on performance · Competitive salary · Employee discounts · Opportunity for advancement · Paid time off · Parental leave · Training & development · ROLE DESCRIPTION: · As Customer Service Representative - State Farm Agent Team ...
-
Patient Service Representative
2 days ago
Beaumont Urgent Care Royal Oak, United States Full timeWe have a full time, front desk/medical receptionist position open at our center located at 30955 Woodward Ave, Royal Oak, MI 48073. · Scheduling is tentative 8am - 8pm, 3 shifts/week for full time on a floating schedule. Rotating weekends and holidays are required. Schedules pub ...
-
Subscription Service Representative
3 hours ago
GoEngineer Pleasant Ridge, United StatesGoEngineer is seeking a motivated and customer-focused Subscription Service Representative to join our team. In this role, you will be responsible for reaching out to existing customers to renew their annual maintenance plans for their software licenses. You will play a critical ...
-
Patient Service Representative
6 days ago
Beaumont Urgent Care Royal Oak, United StatesJob Description · Job DescriptionWe have a full time, front desk/medical receptionist position open at our center located at 30955 Woodward Ave, Royal Oak, MI 48073. · Scheduling is tentative 8am - 8pm, 3 shifts/week for full time on a floating schedule. Rotating weekends and hol ...
-
Customer Service Representative
3 weeks ago
Michael Lantzy - State Farm Agent Royal Oak, United StatesJob Description · Job DescriptionBenefits:Bonus based on performance · Company parties · Competitive salary · Employee discounts · Opportunity for advancement · Paid time off · Parental leave · Training & development · Position Overview · Successful State Farm Agent is seeking a ...
-
Customer Service Representative
1 week ago
UHY LLP Sterling Heights, United StatesWe are seeking a highly motivated and customer-oriented individual to join our customer's team as a **Customer Service Representative**. In this role, you will be responsible for providing exceptional service to our customers and ensuring their needs are met. · **Responsibilities ...
-
Customer Service Representative
2 weeks ago
Vets Pets Sims, United StatesJob Description · Job DescriptionVets Pets has been providing trusted and experienced practice management to veterinarians and their teams in North Carolina since 2007. Recognized for hands-on support and our commitment to professional and practice growth, we're here to manage th ...
-
Customer Service Representative
2 days ago
Dana Incorporated Sterling, United StatesDana is a global leader in the supply of highly engineered driveline, sealing, and thermal-management technologies that improve the efficiency and performance of vehicles with both conventional and alternative-energy powertrains. Serving three primary markets - passenger vehicle, ...
-
Clinical Service Representative
1 week ago
Beaumont Urgent Care Royal Oak, United StatesJob Description · Job DescriptionWe are looking for full time, talented and compassionate Medical Assistants or EMT for our center located at 30955 Woodward Ave, Royal Oak, MI · *This position requires successful completion of a Medical Assistant or EMT-A education from an accre ...
-
Customer Service Representative
2 weeks ago
Alisha Alef - State Farm Agent Royal Oak, United StatesJob Description · Job DescriptionPosition OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only Sta ...
-
Clinical Service Representative
1 week ago
Beaumont Urgent Care Royal Oak, United StatesJob Description · Job DescriptionWe are looking for full time, talented and compassionate Medical Assistants or EMT for our center located at 30955 Woodward Ave, Royal Oak, MI · *This position requires successful completion of a Medical Assistant or EMT-A education from an accre ...
-
Customer Service Representative
1 week ago
Infinity Enterprises Sterling, United StatesDepartment: Sales Rexel. Feel the energy. Welcome to Rexel. Here, you will find a world full of opportunities. This is not just a job, it's a real mission. Join us in leading the way in the context of energy transition and digitalization, alongside our customers #fastforward. And ...
-
Customer Service Representative
1 week ago
Adnan Jilani Insurance Agency Sterling Heights, United StatesAdnan Jilani Insurance Agency (AAA) is located in Sterling Heights, MI. we are seeking an outgoing, career-oriented professional to join our team. As a team member, you will build and develop customer relationships within the community to promote AAA products including auto, home ...
-
Customer Service Representative
13 hours ago
TEKsystems Ferndale, United States*Description:* · Candidates will be handling all incoming/outgoing calls, walk in appointments, filing, taking prescriptions, verifying insurance, calling doctor offices to verify appointments, and some filing. The client is looking for candidates that are patient, friendly, and ...
Member Service Representative, Madison Heights, MI - InTouch CU
Description
Job Type
Full-time
Description
Welcome to InTouch Credit Union
The Credit Union is committed to a policy of equal employment opportunity and does not discriminate in the terms, conditions or privileges of employment based on actual or perceived race, religion, color, creed, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), age, genetic information, national origin, ancestry, citizenship status, physical or mental disability, military service and veteran status, sexual orientation, gender identity or gender expression (including transgender status), marital status, or in any other protected classification or status as defined under applicable federal, state or local laws and ordinances.
Requirements
SKILLS AND ABILITIES REQUIRED
Education/Certification:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This work requires the following physical activities:
•Bending, stooping, kneeling, twisting, reaching, finger dexterity grasping, repetitive motions, talking, hearing and visual acuity.
•Standard office environment, uniform temperature, conversational noise level.
•Required to stand or sit for long periods of time when providing member service.
•Ability to lift up to 10 pounds.
Salary Description
$23.28