Financial Services Representative
Michigan First
Teller Position
Location: Address 50 Louis St. NW, City Grand Rapids, Postal Code 49503
Responsibilities
Job Summary:
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'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.
Key Job 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.
- 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 "ISMs" in daily job performance, as well as in all business interactions while executing on our goals and initiatives. Learns and utilizes EMEC (Every Member's Experience Counts) in day-to-day responsibilities when communicating with members only.
Qualifications
- High school diploma or general education degree (GED); Associate's Degree in business or related field is preferred.
- 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.
Who We Are
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're still 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 Union's sole mission is to provide the highest quality member experience. Working here, you'll get to participate in a strong culture, centered around service, professionalism, and growth.
Michigan First highlights:
- 500+ team members
- 32 locations spanning Grand Rapids, Jackson, Lansing, Muskegon and throughout 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:
- 2025 Best & Brightest in the Nation
- 2025 Best & Brightest in Metro Detroit
- 2025 Best & Brightest in West Michigan
- 2025 Best Credit Unions to Work For
- 2025 Crain's Cool Places to Work in southeast Michigan
- 2025 Detroit Free Press Top Workplaces
- 2025 Financial Services Top Workplaces
- 2025 Fall Culture Excellence Top Workplaces
- 2024 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.
Michigan First- ...Financial Service Representative This branch is a Retail In-Store branch. These branches are located in Walmart, Meijer, and Kroger stores. Monday - Friday: 10:00 a.m. - 7:00 p.m Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed. We are currently seeking a Financial...SuggestedMonday to FridayFlexible hours
- ...& development ~401(k) matching ~ Bonus based on performance ~ Competitive salary ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Luke Bagnall - State Farm Agent, you will successfully market the financial products...Suggested
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and...SuggestedFull timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours- ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and... ...business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$50k - $100k
...Begin your career in financial services with a structured development program designed to prepare you for long-term success as a Financial Advisor. No prior advisory experience is required. We provide comprehensive training, one-on-one mentorship, and sponsorship for...Suggested$50k - $100k
...Begin your career in financial services with a structured development program designed to prepare you for long-term success as a Financial Advisor. No prior advisory experience is required. We provide comprehensive training, one-on-one mentorship, and sponsorship for...$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...Summary We are seeking a motivated Associate Financial Advisor to join our advisory team and... ...(RWS) is an independent financial services firm dedicated to helping individuals,... ...required Series 7 (General Securities Representative) required, or willingness to obtain within...Full timeWork at office
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workWeekend workDay shift
- About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business...Full timeH1bWork at officeVisa sponsorship
$130k - $180k
...responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based... ...as client's primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and...InternshipLocal area- ...Financial Advisor Opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Adventure Credit Union in Grand Rapids, MI would allow you to join the Investment Program at Adventure Credit...Local area
- ...you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share... ...recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and...Full timePart timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Financial Services Associate This position is a natural fit for leaders, entrepreneurs, and high achievers eager to jumpstart their sales career with a fast-paced, stable, and internationally growing Company. In addition to industry-leading online training, we provide...Hourly payFull timeContract workFor contractorsLocal areaRemote work
- ...cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well... ...of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those...Daily paidFull time
- ...ChoiceOne Bank in Grand Rapids, MI is seeking a Universal Banker – Non-Exempt to deliver exceptional customer service, open new accounts, and educate customers on deposit and lending products. You will build relationships, process transactions, and refer clients to other...Full time
- ...members. This role focuses on relationship management, delivery of financial solutions, and support of members’ business objectives.Key... ...to cross-sell deposit products and other financial services.Provide members with insights, industry knowledge, and market...Weekly payFull time
$100k
...Take your financial advisory career to the next level with the backing of a leading financial services organization. At Principal, you'll have access to a comprehensive suite of retirement, employee benefits, and wealth management solutions that help business owners and...Flexible hours- ...Associate Financial Advisor This job posting is anticipated to remain open for 30 days, from 31-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company...Full timeTemporary workFlexible hours
- ...Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities... ...with a full suite of business banking services including lending, deposits, Treasury... ...referrals and drive meaningful growth. Represent DFCU in the community and make a real...Temporary workLocal areaFlexible hoursShift work
- ...Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality... ...the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing...Immediate startAfternoon shift
$15 per hour
...Customer Service Representative Check Into Cash, Kentwood, MI As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they needright when they need it the most. You'll play a pivotal role in our high-performance...Hourly payFull timeTemporary workCasual workWork at officeLocal area$95.55k - $195.25k
Position Summary The Tax Transformation Office serves Deloitte Tax, focused on Service Delivery Transformation inclusive of people, process, and technology in order for our Tax Professionals to deliver efficient, high value, quality tax services to our clients. Tax...Work at officeLocal areaVisa sponsorship$77k - $202k
...PPM/AHCS - Senior Associate, you will specialize in consulting services for various business applications, helping clients optimize... ...this role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will...Full timeH1b- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66 and Insurance...Temporary workWork experience placementLocal area
- ...Bilingual Sales Representative As a Bilingual Sales Representative with Jessica Fitzgerald... ...team members to ensure seamless client service and capitalize on cross-selling opportunities... ...preferred, especially in insurance or financial services, and being self-motivated with...Flexible hours
- ...Job Description Job Description Description: Adventure Credit Union has been providing financial services to their members for over 90 years and are continuing to grow to meet their members changing needs. As one of the Best & Brightest Companies To Work For...Full timeWork experience placementWork at office
- Welcome to Gordon Food Service! We are excited that you are thinking about opportunities with us, and we have an amazing story to share. See below for a quick glance of who we are and the impact you could have on the food service industry. There's a seat at our table for...Full timeWork at officeMonday to Friday
$95k - $200k
...Financial Advisor Overview We are seeking an experienced Financial Advisor to serve... ...proactive communication and exceptional service. Lead client review meetings and... ...and solution-based recommendations. Represent the firm professionally within the...- ...their practice to new heights or build a meaningful career in financial planning while owning their long-term success. Many of our... ...income insurance, long-term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing...Local areaImmediate startShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!
- associate corporate finance Grand Rapids, MI
- financial advisor development program Grand Rapids, MI
- financial planning assistant Grand Rapids, MI
- jde finance consultant Grand Rapids, MI
- financial advisor training program Grand Rapids, MI
- financial counselor Grand Rapids, MI
- financial planning administrator Grand Rapids, MI
- financial planner Grand Rapids, MI
- financial advisor associate Grand Rapids, MI
- finance associate Grand Rapids, MI



