Michigan First Credit Union · 15 hours ago
Financial Services Representative
Grand Rapids, MI
Full-time
Onsite
Mid Level
3+ years expMichigan First Credit Union is a well-established financial institution dedicated to providing exceptional member service. The Financial Services Representative role involves engaging with members to offer personalized financial solutions, performing teller duties, and ensuring a high standard of service while meeting sales goals.
BankingFinanceFinancial Services
Hiring Manager
Matthew LePage
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 polices 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
Qualification
Required
High school diploma or general education degree (GED)
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
Preferred
Associate's Degree in business or related field
Benefits
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
Company
Michigan First Credit Union
Michigan First Credit Union is a provider of personal and business loan services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$3.72MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M
Leadership Team
Michael Poulos
Retired
Recent News
Detroit Free Press
2024-05-19
2024-05-19
Company data provided by crunchbase