Financial Services Representative

Socket.dev; East Lansing (MI); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Discounted childcare

Pet Insurance

Paid Time Off (PTO)

401k with employer match

Job summary

First National Bank of America is seeking a Financial Services Representative in East Lansing. This entry-level role blends teller operations with banking interpersonal skills, ideal for building a career in financial services. Responsibilities include processing transactions, providing excellent customer experiences, identifying customer needs, and supporting sales activities.

Candidates are expected to have a positive attitude and strong communication skills. Benefits include medical, dental, vision insurance, discounted childcare, pet insurance, and a 401k with employer match.

Qualifications

• Prior cash handling, customer service, or retail experience is a plus but not required.
• Eagerness to learn both the operational and relationship sides of branch banking.
• High attention to detail and comfort working accurately with cash and financial transactions.

Responsibilities

• Process customer transactions accurately and efficiently.
• Deliver a welcoming, professional experience to every customer.
• Identify basic customer financial needs and refer to appropriate services.
• Educate customers on digital banking tools.
• Support branch sales activity through referrals and participation in outbound calling.

Skills

Customer-first attitude

Strong communication skills

Attention to detail

Reliability

Team-oriented work ethic

Job description

Position

First National Bank of America is seeking a proactive and adaptable Financial Services Representative to join the East Lansing Branch team. This role is the starting point of every great customer relationship at our branch. The Financial Services Representative blends the precision of teller operations with the interpersonal skills of a banker, giving hands‑on experience across two of the most important functions in branch banking. It is the ideal entry point for someone who is service‑oriented, detail‑driven, and ready to build a career in financial services. From day one, this role helps build the skills needed to advance into the Personal Banker track and beyond.

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.

Qualifications

• 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.

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.

Employee Benefits

• Medical – Multiple plans to choose from including HSA and traditional. Premiums as low as $0.00
• Dental – Premiums as low as $0.00
• Vision – Low premium Plan
• Discounted childcare
• Pet Insurance
• Paid Time Off (PTO)
• 401k with employer match

Note: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required for this job.

First National Bank of America is an Equal Opportunity Employer.