financial services representative

Michigan First Credit Union

<div>Location : Address: 700 W. Norton Ave Location : City: Muskegon Location : Postal Code: 49441 Responsibilities:
<div></div><div><b>
Location</b></div><div>
This branch is a Retail In-Store branch. These branches are located in Walmart, Meijer, and Kroger stores.</div><div></div><div><b><br>
Branch Hours</b></div><div>
Monday - Friday: 10:00 a.m. - 7:00 p.m<br>
Saturday: 10:00 a.m. - 3:00 p.m.<br>
Sunday: Closed.</div><div></div><div><b><br>
Financial Service Representative</b></div><div>
We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager.</div><div></div><div><b><br>
Job Description</b></div><div>
Can you start a conversation with anyone? Do you enjoy helping people find the right solution with a smile? If so, we&rsquo;ve got the perfect position for you at one of our retail in-store locations.</div><div></div><div><br>
As a Retail In-Store Financial Service Representative at Michigan First Credit Union, you&rsquo;ll be challenged to deliver five-star service while building relationships with our members. We&rsquo;re 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.<br>
<br>
<b>What You&rsquo;ll Do:</b></div><ul><li>
Deliver stellar service to credit union members and potential new members. No slackers here!</li><li>
Serve as a face for our brand. Happy, confident, positive &ndash; that&rsquo;s who we are.</li><li>
Provide solutions. We want the critical thinkers, the expert interviewers, the stellar listeners. You&rsquo;ll 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.</li><li>
Introduce potential new members to all the amazing perks of being a Michigan First Credit Union member.</li><li>
Follow through. If you can deliver on promises and make sure all details are covered, you&rsquo;ll LOVE it here at Michigan First!</li></ul>
Qualifications:
<div><b>
What We&rsquo;re Looking For:</b></div><ul><li>
Outgoing, personable candidates. You must truly love talking to people to work here.</li><li>
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!</li><li>
Customer service, preferably 3+ years. We&rsquo;re a people&rsquo;s credit union, and our members deserve the best possible experience.</li><li>
You&rsquo;ll have to be able to learn our products and services thoroughly and quickly. That&rsquo;s what we&rsquo;re here for, after all! You&rsquo;ll need a high school diploma/GED, preferably an Associate&rsquo;s in business or a related field.</li><li>
A flexible schedule. Our in-store locations are open later and on Saturdays to better serve our members.</li><li>
We need team players! You must be able to assist at any of our in-store locations to meet business needs.</li></ul>
Who We Are:
<div>
Michigan First Credit Union was founded 100 years ago (1926) by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we&rsquo;re still growing! We offer financial solutions for every life stage and seek to positively transform our members&rsquo; lives through personalized service that meets their unique needs.</div><div></div><div><br>
Simply put, Michigan First Credit Union&rsquo;s sole mission is to provide the highest quality member experience. Working here, you&rsquo;ll get to participate in a strong culture, centered around service, professionalism, and growth.</div><div></div><div><b><br>
Michigan First highlights:</b></div><ul><li>
500+ team members</li><li>
32 locations spanning Grand Rapids, Jackson, Lansing, Muskegon and throughout Metro Detroit</li><li>
Industry leader in community support and charitable giving through the Michigan First Foundation</li><li>
Member Services Call Center operates 24/7/365</li><li>
Over $1.5 Billion in assets</li></ul><div></div><div><b><br>
Awards Michigan First Credit Union has been the proud recipient of:</b></div><ul><li>
2025 Best &amp; Brightest in the Nation</li><li>
2025 Best &amp; Brightest in Metro Detroit</li><li>
2025 Best &amp; Brightest in West Michigan</li><li>
2025 Best Credit Unions to Work For</li><li>
2025 Crain&rsquo;s Cool Places to Work in southeast Michigan</li><li>
2025 Detroit Free Press Top Workplaces</li><li>
2025 Financial Services Top Workplaces</li><li>
2025 Fall Culture Excellence Top Workplaces</li><li>
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level</li><li>
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)</li></ul><div><b><br>
Benefits and perks of joining our award-winning team include:</b></div><ul><li>
Very competitive pay</li><li>
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance</li><li>
401(k) - 100% match up to 5% deferral</li><li>
Tuition reimbursement for both Undergraduate and Graduate degree program</li><li>
Access to a complimentary concierge service that assists with nearly any item on your to-do list</li><li>
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms</li><li>
Wellness initiatives and events throughout the year to help team members stay healthy</li><li>
Loan discounts for certain secured and unsecured loans and mortgages</li><li>
Opportunities for pay increases, incentives and profit-sharing, based on performance</li><li>
Onsite subsidized top notch Cafe 26 for team members' use</li><li>
Onsite bowling center</li></ul><div></div><div><br>
Michigan First Credit Union is an Equal Opportunity Employer.</div></div>

Financial Services Representative

<div>Location : Address: 5020 E. Beltline Ave. NE Location : City: Grand Rapids Location : Postal Code: 49525 Responsibilities:<div></div><div><b><br>
JOB SUMMARY:</b></div><ul><li>
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&rsquo;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.</li></ul><div></div><div><b><br>
KEY JOB RESPONSIBILITIES:</b></div><ul><li>
Must be an excellent listener and possess the ability to uncover opportunities for expanding the member&rsquo;s relationship. To do this, the individual must possess great interviewing skills to uncover the true needs of our members.</li><li>
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.</li><li>
Must be very experienced and skilled in our products and services.</li><li>
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.</li><li>
Assumes responsibility for performing efficient, effective, and accurate performance of Teller functions, account openings, lending applications and documents, account maintenance documents.</li><li>
Performs Teller duties including receiving and processing deposits, loan payments, and transfers; processing cash advances, travelers&rsquo; checks, cashiers&rsquo; 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.</li><li>
Assists Head Teller by occasionally balancing vault and monitoring ordering, dispensing, shipping and balancing cash.<br>
Must display a positive attitude at all times and have a passion for serving our members.</li><li>
Must demonstrate very high energy, an interest in continuous learning and embrace challenge and change.</li><li>
Helps to ensure that Teller functions are correctly performed and are in accordance with established polices and standards. Ensures that all security procedures are followed and that all member service standards are exceeded.</li><li>
Assists in maintaining an inventory of cashier's checks, money orders, receipts, and other negotiable items for use in the Teller area.</li><li>
Assists in keeping ATMs and MWBCs filled and functional.</li><li>
Is expected to consistently meet (and/or exceed) monthly sales goals.</li><li>
Is expected to consistently look for ways to improve and streamline processes.</li><li>
Is expected to perform at the highest level with minimal day-to-day oversight.</li><li>
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 &ldquo;ISMs&rdquo; in daily job performance, as well as in all business interactions while executing on our goals and initiatives. Learns and utilizes EMEC (Every Member&rsquo;s Experience Counts) in day-to-day responsibilities when communicating with members only.</li></ul>
Qualifications:
<ul><li>High school diploma or general education degree (GED); Associate&rsquo;s Degree in business or related field is preferred.</li><li>
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.</li><li>
3+ years of strong sales-oriented experience, preferably in a financial institution or related field.</li><li>
Has real world financial experience &ndash; either personally or professionally.</li><li>
Understands the differences in products and services offered by other financial institutions to those offered by the Credit Union.</li><li>
Has ability to read, write and comprehend simple business correspondence and effectively present information in one on one and small group situations.</li><li>
Has ability to operate standard office technology, equipment and tools.</li><li>
May occasionally be required to lift and/or move up to 50 pounds.</li><li>
Must truly enjoy and like people. The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical.</li><li>
Can balance empathy and logic in working with Credit Union members to help them reach their intended goals.</li><li>
Must have very strong interpersonal skills and exude a positive attitude at all times.</li><li>
Must maintain a professional appearance and demeanor at all times.
<br>
Must be the subject matter expert (SME) in the Teller role for others to model behaviors, skills, and tasks from.</li></ul>
Who We Are:
<div>
Michigan First Credit Union was founded 100 years ago (1926) by educators and delivers world-class service to more than 160,000+ members at our branches throughout the State of Michigan, and we&rsquo;re still growing! We offer financial solutions for every life stage and seek to positively transform our members&rsquo; lives through personalized service that meets their unique needs.</div><div></div><div><br>
Simply put, Michigan First Credit Union&rsquo;s sole mission is to provide the highest quality member experience. Working here, you&rsquo;ll get to participate in a strong culture, centered around service, professionalism, and growth.</div><div></div><div><b><br>
Michigan First highlights:</b></div><ul><li>
500+ team members</li><li>
32 locations spanning Grand Rapids, Jackson, Lansing, Muskegon and throughout Metro Detroit</li><li>
Industry leader in community support and charitable giving through the Michigan First Foundation</li><li>
Member Services Call Center operates 24/7/365</li><li>
Over $1.5 Billion in assets</li></ul><div></div><div><b><br>
Awards Michigan First Credit Union has been the proud recipient of:</b></div><ul><li>
2025 Best &amp; Brightest in the Nation</li><li>
2025 Best &amp; Brightest in Metro Detroit</li><li>
2025 Best &amp; Brightest in West Michigan</li><li>
2025 Best Credit Unions to Work For</li><li>
2025 Crain&rsquo;s Cool Places to Work in southeast Michigan</li><li>
2025 Detroit Free Press Top Workplaces</li><li>
2025 Financial Services Top Workplaces</li><li>
2025 Fall Culture Excellence Top Workplaces</li><li>
2024 Michigan Veterans Affairs Agency - Certified Veteran Friendly Employer - Bronze Level</li><li>
2021 Credit Union of the Year by NAFCU (National Association of Federally-Insured Credit Unions)</li></ul><div><b><br>
Benefits and perks of joining our award-winning team include:</b></div><ul><li>
Very competitive pay</li><li>
Low-cost medical, dental, and vision benefit options. Employer-paid life and disability insurance</li><li>
401(k) - 100% match up to 5% deferral</li><li>
Tuition reimbursement for both Undergraduate and Graduate degree program</li><li>
Access to a complimentary concierge service that assists with nearly any item on your to-do list</li><li>
Free, state-of-the-art fitness center at our Lathrup Village headquarters with exercise equipment, showers and locker rooms</li><li>
Wellness initiatives and events throughout the year to help team members stay healthy</li><li>
Loan discounts for certain secured and unsecured loans and mortgages</li><li>
Opportunities for pay increases, incentives and profit-sharing, based on performance</li><li>
Onsite subsidized top notch Cafe 26 for team members' use</li><li>
Onsite bowling center</li></ul><div></div><div><br>
Michigan First Credit Union is an Equal Opportunity Employer.</div></div>

City National Bank of West Virginia

<div><div><div><div><div><div><div><p><b>Equal Opportunity Employer, Including Disability/Vets</b></p><p><b>
Summary Description</b>
</p><p>Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers. The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships.<br>
</p><p></p><p><b>Essential Functions</b></p><ul><li>
Consistently executes City&rsquo;s phone, platform and CSR service standards to provide excellent customer service</li><li>
Displays a positive and professional attitude at all times</li><li>
Actively promotes and sells the bank&rsquo;s products and services to prospective and existing customers by using City&rsquo;s customer conversation model to uncover customer needs</li><li>
Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes</li><li>
Maintains and balances a working cash supply</li><li>
Assists customers with routine maintenance and complex service issues; sees through to complete resolution</li><li>
Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed</li><li>
Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals</li><li>
Develops and maintains customer relationships; actively seeks referral resources from existing customers</li><li>
Refers customers to other departments and business partners appropriately</li><li>
Maintains an up to date knowledge of bank products and services</li><li>
Maintains general knowledge of the competitive environment</li><li>
Completes all training within predetermined time limits</li><li>
Adheres to all bank regulatory, audit, and compliance policies and procedures</li><li>
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job</li></ul><p></p><p><b><br>
Position Requirements</b></p><ul><li>
High school diploma or equivalent</li><li>
Demonstrated sales and service skills</li><li>
Ability to multi-task, organize, and prioritize to ensure excellent customer service</li><li>
Displays professional dress and demeanor</li><li>
Personal computer proficiency</li><li>
Cash handling experience preferred</li><li>
1-2 years of retail banking experience preferred</li><li>
Must be compliant with Loan Officer Requirements of the SAFE Mortgage Licensing Act and Regulation Z. Compliance includes review of the candidate&rsquo;s financial responsibility, character, and general fitness prior to placement in the role. Within 30 days of employment, employee must comply with NMLS registration and corresponding background check requirements</li><li>
Work is generally performed indoors in environmentally-controlled conditions</li><li>
Typically the employee may sit to perform the work; however, there may be some standing, walking, bending and lifting 5&ndash;10 pounds</li></ul><p><br>
</p><p><b>Critical Skills / Expertise</b></p><ul><li>
Excellent customer service and sales skills</li><li>
Excellent oral communication and listening skills</li><li>
Knowledge of (or the ability to learn) the bank&rsquo;s operating systems, policies and procedures</li></ul></div></div></div></div></div></div></div><p></p>

Carter Bank

<b>SUMMARY:</b><br>
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.
<br><br>
<b>ESSENTIAL JOB FUNCTIONS:</b><br>
<ul>
<li>Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners</li>
<li>Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust</li>
<li>Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals</li>
<li>Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions</li>
<li>Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations)</li>
<li>Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank’s business</li>
<li>Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services</li>
<li>Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise</li>
<li>Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers</li>
</ul>
<b>JOB REQUIREMENTS:</b><br>
<ul>
<li>High school diploma or equivalence required, some college a plus</li>
<li>Successful customer service and /or sales experience required</li>
<li>Previous experience in a retail bank or related industry preferred</li>
<li>Prior cash handling experience preferred</li>
</ul>
<b>KNOWLEDGE/SKILLS REQUIRED:</b><br>
<ul>
<li>Intermediate customer service skills</li>
<li>Intermediate verbal, written, and listening skills</li>
<li>Basic problem solving skills</li>
<li>Intermediate collaboration skills</li>
<li>Basic understanding of banking products and services</li>
<li>Intermediate adaptability skills</li>
<li>Basic prioritization skills</li>
<li>Basic proficiency with MS Office</li>
<li>Basic critical thinking skills</li>
</ul>
<b>PHYSICAL AND MENTAL QUALIFICATIONS:</b><br>
<ul>
<li>Standing, walking, bending and stooping required</li>
<li>Must be able to sit at a desk for long periods of time and use a computer</li>
<li>Must be able to occasionally move or lift up to 25 pounds</li>
<li>May be asked to work supplemental hours periodically</li>
<li>Limited travel required occasionally during and after business hours</li>
</ul>
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
<br>NOT A CONTRACT

Financial Services Representative- Eden

BayMark Health Services

<div><p><b>Description</b><br>
</p><br>
<br>
<p>Full Time - Patient Access Representative / Patient Account Representative</p><p></p><p>
BAART Program is looking for hard-working and conscientious Patient Access Representative / Patient Account Representative to perform various administrative tasks with a keen eye for detail. The patient account representative is primarily responsible for patient billing, including verification of invoice information, maintenance of third party billing records, and resolution of a variety of problems.</p><p></p><p><br>
Responsibilities:
</p><ul><li>Review, maintain, and process fiscal/account records and transactions related to patient&rsquo;s accounts.</li><li>
Verify insurance benefits and billing information by terminal and/or telephone. Annotate accounts with insurance coverage and estimated patient shares.</li><li>
Contact third party payers (insurance providers and state/federal agencies) for payment post billing.</li><li>
Resolve issues with payment and billing, authorization process.</li><li>
Reconcile daily money collected.</li><li>
Forward information as appropriate to expedite payment.</li><li>
Maintain accurate accounts, i.e. required signatures, proper account annotation, current demographics, and correspondence.</li><li>
Insure completion of pre-authorization process by inquiry and referral to clinician.</li><li>
Monitor insurance authorizations and claim rejections.</li><li>
Maintains fiscal records and/or worksheets for all calculations, extensions, and verifications related to record keeping for assigned patient&rsquo;s accounts.</li><li>
Perform tasks consistent with authorization and billing requirements.</li><li>
Contact patients for payment of account or payment arrangements according to current policy.</li><li>
Manage revenue cycle, production logs, balances and collections for self-pay clients.</li><li>
Maintain confidentiality of patient records.</li><li>
Assists with archiving discharged files, including archiving</li><li>
Respond appropriately to requests for information regarding accounts from payer, attorney, and others.</li><li>
Backup Receptionist as needed by: Checking in patients, collecting payments, answering phones, scheduling intakes, and data entry.</li><li>
Other duties, as assigned.</li></ul><p>
Qualifications:</p><ul><li>
High school diploma or equivalent with at least 2 years&rsquo; prior experience in a medical office setting.
</li><li>2-4 years&rsquo; experience with Medicaid and PAC and commercial insurance (preferred)</li><li>
Excellent customer service skills and professional public presentation skills, including telephone etiquette.</li><li>
Knowledge of medical insurance claims procedures, documentation and records maintenance.
</li><li>Knowledge of medical billing procedures, gather and compile data into reports.</li><li>
Proficient in basic PC skills. Microsoft Word and Excel preferred.</li><li>
Ability to communicate effectively, both orally and in writing.</li><li>
Self-directed with the ability to work with little supervision.</li><li>
Ability to understand and follow oral and written directions, establish and maintain effective working relationships with patients, program management, medical staff, counselors and peers.</li><li>
Ability to work with a diverse population, manage stressful situations and exhibit excellent customer service skills.</li><li>
Satisfactory drug screen and criminal background check.
</li></ul><p>Salary Range:
</p><p>Salary ranges from $17.38 to $18.38 an hour.
</p><p>The salary of the candidate(s) selected for this role will be set based on a variety of factors, including but not limited to, experience, education, specialty, and training.</p><p>
BayMark offers excellent benefits:
</p><ul><li>401K match</li><li>
Medical, Dental, Vision Insurance</li><li>
Accident Injury, Hospital Indemnity and Critical Illness Plans
</li><li>Company paid Short &amp; Long Term Disability</li><li>
Company paid Basic Life Insurance</li><li>
Paid Time Off</li><li>
Bereavement Leave</li><li>
Flexible Sick Time</li><li>
Employee Referral Program</li></ul><p>
Total compensation goes beyond the value on the paycheck. Please consider the total compensation package by contacting us at BayMark Health Services for more information.</p><p></p><p><br>
Here is what you can expect from us:</p><p>
BAART Program a progressive substance abuse treatment organization, is committed to the highest quality of patient care in a comfortable outpatient clinic setting. Our ultimate goal is to address the physical, emotional, and mental aspects of opioid use disorder to help each of our patients achieve long-term recovery and an improved quality of life.<br>
</p><p></p><p>BAART Program is committed to Equal Employment Opportunity (EEO) and to compliance with all Federal, State and local laws that prohibit employment discrimination on the basis of race, color, age, natural origin, ethnicity, religion, gender, pregnancy, marital status, sexual orientation, citizenship, genetic disposition, disability or veteran&rsquo;s status or any other classification protected by State/Federal laws.</p></div><p></p>

Patient Financial Services Representative

Security Credit Union

<div>Description:
<p>
General Summary of Duties</p><p>
Provides quality service to internal and external members&rsquo; in-person and over the telephone. Performs all duties assigned to the teller and member services areas according to established policies and procedures.</p><p></p><p><br>
Essential Job Functions</p><ul><li>
Maintain working knowledge of and aggressively promote credit union products/services at every opportunity, to include completing outbound calls, making referrals that result in new services to new/existing members. Complete Sales Plus logs.</li><li>
Perform duties necessary to order and maintain department office supplies and supplies in individual work area. Prepare workstation daily and keep workstation organized. Process mail distribution (incoming/outgoing).</li><li>
Train/mentor other credit union employees as directed. Maintain update of work status to supervisor as required.</li><li>
Balance daily. Perform operational duties and troubleshoot problems with department equipment. Report errors, abnormalities, and out of balance conditions to supervisor immediately. Correct all out of balance conditions as applicable. Perform office closing procedures.</li><li>
Maintain functional knowledge of online systems and all software used in the department, including the process to follow if the system goes down.</li><li>
Prepare reports, file, make photocopies/scans, and scan signature cards as required and assigned. Create new Excel reports and maintain current.</li><li>
Backup the duties of the head employee, and/or other functions as assigned by management.</li><li>
Perform all member service related duties, including but not limited to; opening/closing/changing of deposit accounts and regular/IRA certificates; issue, order new, close/renew, change/adjust, report travel requests, process balance transfer on Credit/Debit card accounts; processing of stop payments, copies, corrections, orders, and balancing checking accounts; safe deposit applications and member access; process electronic service requests, process and issue Visa or consumer loans, storage waivers; mortgage/home equity preliminary applications; process share to share or share to loan payment transfers; wire transfers; skip-a-payments; investigate account or card fraud and process any necessary paperwork and all member account related file maintenance requests according to procedures.</li><li>
Maintain working knowledge of; lending policy, loan approval guidelines, and other related laws and/or regulations; NADA values/resources, MLA and HMDA.</li><li>
Aggressively promote and sell the TruStage Lender Development Program to credit union members. Calculate loan term, rate, amount financed, and payment amount with all eligible insurance coverages. Assist members with Credit Life, Disability, Debt Protection, and GAP claims.</li><li>
Perform duties of membership officer and/or notary as assigned and according to procedures.</li><li>
Perform duties to; unlock/lock entrance doors; schedule/assume responsibility for member appointments; pull/review consumer credit reports and investigate disputes; process lien terminations; clean loan files; keep loan vault in order; review security title and tracking exception report; handle any CPI follow-up issues; loan verifications; youth program related activities; handle all office deliveries; and department assigned side jobs.</li><li>
Perform all teller related duties, including but not limited to; balance cash drawer, checks received, TCDs or TCRs, and other miscellaneous items; process member deposits, payments, withdrawals, check cashing, mail requests; , cashier checks, Visa/MasterCard cash advances, money orders, gift cards and other promotional items; scan checks and balance Check 21; open/close check printer and money order machine and instant issue machine; opening/closing of sub-accounts.; member deposit verifications.</li><li>
Maintain updated brochures in lobby; supply of brochures and ensure they are up-to-date; maintain and verify all required logs are completed; process night drop-box or in-office drop box transactions; and perform all member acknowledgement desk related duties.
</li><li>Perform other job-related duties as assigned.
</li></ul><p>The list of essential job functions is not limited. It may be supplemented as necessary from time to time.</p><p>
Workplace Expectations</p><ul><li>
Ensure prompt and courteous service is provided to all internal and external members/customers.
</li><li>Conduct work in a safe and healthful manner.</li><li>
Maintain thorough knowledge and understanding of credit union policies and procedures that are necessary for performing your job.</li><li>
Perform as part of a team and assist other employees and other departments as needed.</li><li>
Place documents that need to be shredded in the proper area for shredding.</li><li>
Maintain knowledge of and follow the established process for key control, security, and the security of all codes and procedures related to office security. Open and close office by disarming and arming alarms, as established procedures require.</li><li>
Maintain total working knowledge of department. Complete necessary logs.
</li><li>Maintain thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference &amp; Guidelines, NACHA, BSA, and OFAC.</li></ul>
Requirements:
<p>
Standards</p><ul><li>
Perform all job tasks/functions as assigned and/or directed; according to compliance, policy, procedures and standards; use Service/Sales plus skills at all times; meet all cross-sell and productivity standards as set by management; and read/respond to all communications (voice mail/email/message board) communications in a timely fashion.</li></ul><p>
Core Competencies</p><ul><li>
Reasoning: apply rational method of problem solving to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, blueprint, or schedule form.</li><li>
Math: add, subtract, multiply, and divide all units of measure. Perform the four operations with like common and decimal fractions. Compute ratio, rate, and percent. Draw and interpret bar graphs. Perform arithmetic operations involving all American monetary units.</li><li>
Language &ndash; read a variety of books and magazines. Write reports and essays with proper format, punctuation, spelling, and grammar, using all parts of speech. Speak before an audience with poise, voice control, and confidence, using correct English and well-modulated voice.</li></ul><p>
Position Specific Competencies</p><ul><li>
Must have good keyboard skills.</li><li>
Must have good numerical, clerical, and communication skills.</li><li>
Must have good customer service skills and cross-selling ability.</li><li>
Must have the ability to work effectively with management and other staff.</li><li>
Must have the ability to deal effectively with people, and promote a team environment.</li></ul><p>
Minimum Qualifications</p><ul><li>
Education: A high school diploma or equivalent.</li><li>
Experience: Previous cash handling and customer service experience desired.</li><li>
Licenses/Certifications: Must attain all required licenses and/or certifications to perform duties of position.</li></ul><p>
Physical Demands</p><p>
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.</p><ul><li>
While performing the duties of this job, the employee is regularly required to sit, use hands, fingers, talk, or hear. The employee is frequently required to sit, stand, and reach with hands and arms. The employee may occasionally lift up to 20 lbs. and/or exert force to move up to 50 lbs.</li></ul></div>

Financial Services Representative- Full Time

Citizens National Bank

<div>Description:
<p><b>
Love Variety? Join the Team as a Float Financial Services Representative!</b></p><p></p><p><br>
Since 1973, Citizens National Bank (CNB) has been more than just a place to work; we are a community-focused team dedicated to servant leadership. If you love a &quot;small-town bank feeling&quot; where you can call clients by their names and provide a welcoming atmosphere, we want to meet you!</p><p>
As a Financial Services Representative, you are our &quot;Swiss Army Knife&quot; of banking, you won&rsquo;t just be sitting behind a desk. You&rsquo;ll be the face of CNB, traveling to various branches to support our teams and meet our amazing clients. You aren&rsquo;t just processing transactions&mdash;you are growing a career while creating a distinctive banking experience.</p><p></p><p><b><br>
What You&rsquo;ll Be Doing (The Fun Stuff):</b></p><ul><li><b>
Be a Relationship Pro:</b> Build long-term, profitable relationships by providing &quot;wow&quot; level customer service.</li><li><b>
The Financial Expert:</b> Help clients manage their money by processing transactions such as deposits, withdrawals, and loan payments with efficiency and precision.</li><li><b>
The Matchmaker:</b> Identify client needs and match them with the perfect solutions to meet their financial goals&mdash;from new checking and savings accounts to specialized sales referrals.</li><li><b>
Behind the Scenes:</b> Keep things running smoothly by balancing cash drawers, managing vault currency, and troubleshooting ATMs.</li><li><b>
Always Learning:</b> Seize opportunities for continued education to sharpen your skills.</li></ul><p></p><p><b><br>
Why You&rsquo;ll Love It Here:</b></p><p>
We believe in investing in you. Our employees stay with us for decades because we prioritize your health and welfare.</p><ul><li><b>
Company-Paid Employee Benefits:</b> Medical, Dental, Vision, and Life Insurance&mdash;all on us!</li><li><b>
Plan for the Future:</b> 401(k) plan with a company match.</li><li><b>
Time for You:</b> Enjoy Paid Time Off and Federal Holiday pay.</li><li><b>
Growth Mindset:</b> Benefit from an Education Assistance Program and career development.</li></ul>
Requirements:
<p><b>
Who You Are:</b></p><ul><li><b>
A People Person:</b> You possess professional oral and written communication skills and a &quot;can-do&quot; attitude.</li><li><b>
Cool as a Cucumber:</b> You stay cool under pressure and treat everyone with respect.</li><li><b>
Tech-Savvy:</b> You know your way around Microsoft Office, Google Apps, and the internet.</li><li><b>
Integrity-Driven:</b> You do what is right, not just what is easy, and you earn trust every day.</li><li><b>
On the Move:</b> You have reliable transportation and are ready to travel between branches as assigned.</li><li><b>
Educated &amp; Experienced:</b> You have a high school diploma or GED (required). A Bachelor&rsquo;s degree or previous client service experience is definitely a plus!</li></ul><p><b>
The Logistics:</b></p><ul><li><b>
Location:</b> You&rsquo;ll support our staffing needs by traveling to different branch locations as assigned, so reliable transportation is a must.</li><li><b>
Hours:</b> Expect a 40-hour workweek with hours generally Monday through Thursday (7:30 AM &ndash; 4:00 PM) and Fridays (7:30 AM &ndash; 6:00 PM).</li></ul><p><b>
Ready to join Team CNB?</b> We are an equal opportunity employer and welcome all qualified candidates to apply. (Note: All applicants are subject to drug testing and background checks.)</p><p><b>
Apply today and help us make CNB a wonderful place to work and bank!</b></p><p>
We are an equal opportunity employer and welcome all qualified candidates to apply.</p></div>

TRADITIONAL FINANCIAL SERVICES REPRESENTATIVE - STRAW PLAINS

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