Jobs · Finance · Michigan

Financial Services Representative

First National Bank of America · East Lansing, MI · 3 wk ago
On-siteFinanceFull-time

Responsibilities

  • Process customer transactions accurately and efficiently — including deposits, withdrawals, transfers, loan payments, and cash handling — while balancing daily activity to operational standards.
  • Deliver a welcoming, professional experience to every customer who visits the branch, resolving routine inquiries with confidence and care.
  • Identify basic customer financial needs through everyday interactions and refer customers to the appropriate banking products, services, or team members.
  • Educate customers on digital banking tools and self-service options to improve their convenience and long-term banking experience.
  • Support branch sales activity through referrals, appointment setting, and participation in outbound calling efforts.
  • Maintain strict compliance with all operational, security, risk, and regulatory policies in every transaction and customer interaction.

Requirements

  • A positive, customer-first attitude with strong communication and interpersonal skills.
  • High attention to detail and comfort working accurately with cash and financial transactions.
  • Eagerness to learn both the operational and relationship sides of branch banking.
  • Reliability, professionalism, and a team-oriented work ethic.
  • Prior cash handling, customer service, or retail experience is a plus but not required.

Qualifications

  • Career path: This role is designed as the entry point into our branch banking career ladder. High-performing Financial Services Representatives are well-positioned to advance into the Personal Banker role as they develop their sales, service, and relationship management skills.

Skills

  • Customer service skills
  • Financial transaction processing
  • Product knowledge
  • Outbound calling
  • Customer education

Benefits

  • Employee benefits include Medical, Dental, Vision, Discounted childcare, Pet Insurance, Paid Time Off (PTO), 401k with employer match.

Pay

Compensation is commensurate with experience.

Schedule

Hours are flexible and may vary based on branch needs.

Benefits

  • Discounted childcare
  • Pet Insurance
  • Paid Time Off (PTO)
  • 401k with employer match

Company Information

  • First National Bank of America is an Equal Opportunity Employer.

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