Top 155 Financial representative Jobs in Petoskey, Mi

Personal Banker Associate I
Fifth Third Bank —Petoskey, MI
- Full-time
- Office
- Math
- Travel
CSR/Teller - Petoskey, MI - Full Time
Fifth Third Bank —Petoskey, MI
- Full-time
- Office
- High school diploma or GED
- Entry level
Sales Representative
EPS Security —Petoskey, MI
- Pass drug screening
- Office
- Residential
- Paid holidays
- Disability insurance
Teller
Awakon Federal Credit Union —Indian River, MI
- $15 - $22 an hour
- Full-time
- Office
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
10d
Bank Teller (Full Time Year Round) Harbor Springs/Petoskey, MI
First Community Bank-Michigan —Harbor Springs, MI
- Urgently hiring
- Customer service
- Office
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Health Insurance Agent
Medical Mutual of Ohio —Michigan
- $85,000 - $240,000 a year
- Contract
- Remote
- Sales
- HIPAA
- Entry level
- Dental insurance
Entry Level Insurance Sales Agent - Hybrid Remote (MI)
Bankers Life —Petoskey, MI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
Quick Apply
Sales Development Representative
Solid Foundation Financial LLC —Michigan
- $75,000 - $105,000 a year
- Full-time
- High school diploma or GED
- Driver's License
- Driving
- Paid training
- Health insurance
Quick Apply
B2B Sales Representative
Slice Merchant Services —Michigan
- $75,000 - $100,000 a year
- Full-time
- Bilingual
- Mid-level
- Reliable transportation
Quick Apply
Patient Access Representative
McLaren Health Care —Petoskey, MI
- Weekends as needed
- Microsoft Outlook
- Surgery
- Hospital
11d
Pharmacy Customer Service Associate
Walgreens —Petoskey, MI
- $16 - $18 an hour
- Weekends as needed
- Computer literacy
- Basic math
- Maintenance
- Continuing education credits
- Health insurance
Customer Service Associate
Walgreens —Petoskey, MI
- $15.00 - $17.50 an hour
- Weekends as needed
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
Customer Service Associate
Blarney Castle Oil Co —Petoskey, MI
- Part-time
- 18 years or older
- Merchandising
- Basic math
- Paid training
- Opportunities for advancement
Quick Apply
5d
Sales Representative, Joint Replacement - Petoskey, MI
Stryker —Petoskey, MI
- Weekends as needed
- Inventory control
- English
- Mid-level
- Health savings account
- AD&D insurance
Customer Service Associate I
Dollar Tree —Petoskey, MI
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Sales Representative
All Weather Seal of West Michigan Inc —Petoskey, MI
- $100,000 - $250,000 a year
- Full-time
- Mid-level
- Business development
- Paid training
- Dental insurance
Quick Apply
Front End Service Team Associate
Walmart —Petoskey, MI
- $15 - $28 an hour
- Full-time
- High school
- Entry level
- Paid jury duty
- Disability insurance
Full Service Representative
Straits Area Fed Credit Union —Indian River, MI
- $16.50 an hour
- Full-time
- Office
- Reliable transportation
- Communication skills
- Health insurance
- 401(k)
Quick Apply
Insurance Sales Agent - Petoskey, MI
AAA The Auto Club Group —Petoskey, MI
- $57,000 - $62,000 a year
- Weekends as needed
- Pass drug screening
- Mid-level
- Office
- Paid jury duty
- Health savings account
Michigan Sales Representative
Dinges Fire Company —Petoskey, MI
- Part-time
- Computer literacy
- Mid-level
- Computer skills
Quick Apply

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Personal Banker Associate I

Fifth Third Bank -
Petoskey, MI

Apply Now

Job Details

Full-time

Qualifications

Credit checks analysis
Customer communication
Financial sales
Math
New customer acquisition
Prospecting
Financial acumen

Full Job Description

Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
Provide guidance to CSRs with respect to the sales and referral process.
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
Act with confidence by answering customer questions and owning customer issues.
Maintain a position of trust and responsibility by keeping all business confidential.
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
Adhere to established policies and procedures while opening/servicing the full range of Retail products.
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

College degree or work experience providing transferrable skills, or, combination of education and experience.
Experience in the financial industry preferred.
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

WORKING CONDITIONS:

Normal office environment.
Extending viewing of computer screens.
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
Travel outside of the affiliate will be required for various classroom training sessions.

#LI-AN1

Personal Banker Associate I

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION - Petoskey, Michigan 49770

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Apply Now

Refine Your Search

financial representative jobs in petoskey, mi

Personal Banker Associate I

CSR/Teller - Petoskey, MI - Full Time

Sales Representative

Teller

Bank Teller (Full Time Year Round) Harbor Springs/Petoskey, MI

Health Insurance Agent

Entry Level Insurance Sales Agent - Hybrid Remote (MI)

Sales Development Representative

B2B Sales Representative

Patient Access Representative

Pharmacy Customer Service Associate

Customer Service Associate

Customer Service Associate

Sales Representative, Joint Replacement - Petoskey, MI

Customer Service Associate I

Sales Representative

Front End Service Team Associate

Full Service Representative

Insurance Sales Agent - Petoskey, MI

Michigan Sales Representative

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