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Financial Services Assistant Jobs in Michigan (NOW HIRING)

Michigan First

Financial Services Representative

Ypsilanti, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

You must be able to assist at any of our in-store locations to meet business needs. Michigan First ... 2025 Financial Services Top Workplaces * 2025 Fall Culture Excellence Top Workplaces * 2024 ...

Michigan First

Financial Services Representative

Lansing, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

You must be able to assist at any of our in-store locations to meet business needs. Michigan First ... 2025 Financial Services Top Workplaces * 2025 Fall Culture Excellence Top Workplaces * 2024 ...

Michigan First

Financial Services Representative

Royal Oak, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

You must be able to assist at any of our in-store locations to meet business needs. Michigan First ... 2025 Financial Services Top Workplaces * 2025 Fall Culture Excellence Top Workplaces * 2024 ...

Michigan First

Financial Services Representative

Jackson, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

You must be able to assist at any of our in-store locations to meet business needs. Michigan First ... 2025 Financial Services Top Workplaces * 2025 Fall Culture Excellence Top Workplaces * 2024 ...

Michigan First

Financial Services Representative

Novi, MI

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

You must be able to assist at any of our in-store locations to meet business needs. Michigan First ... 2025 Financial Services Top Workplaces * 2025 Fall Culture Excellence Top Workplaces * 2024 ...

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Financial Services Assistant information

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$34

How much do financial services assistant jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for financial services assistant in Michigan is $20.36, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $22.84 per hour, depending on experience, location, and employer.

What is the difference between Financial Services Assistant vs Customer Service Representative?

AspectFinancial Services AssistantCustomer Service Representative
Required credentialsBasic financial certifications, high school diploma or equivalentHigh school diploma or equivalent, sometimes certifications in customer service
Work environmentFinancial institutions, banks, investment firmsVarious industries including retail, telecom, banking
Employer usageFinancial sector employersBroad industry usage
Common search intentAssisting clients with financial products, processing transactionsHandling customer inquiries, resolving issues

The main difference is that Financial Services Assistants focus on supporting financial operations and client accounts within financial institutions, often requiring some financial certifications. Customer Service Representatives have a broader role across industries, primarily handling customer inquiries and support. While both roles involve client interaction, Financial Services Assistants specialize in financial products and services, making their skills more tailored to the finance industry.

What do you do as a financial services assistant?

A financial services assistant supports financial advisors or institutions by handling client inquiries, preparing financial documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with account management, data entry, and basic financial transactions. The role may also involve maintaining client records and ensuring compliance with regulations.

What is a financial services assistant?

A financial services assistant supports financial advisors or banking staff by handling client inquiries, preparing documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with account management and customer service.

What are the most commonly searched types of Financial Services jobs in Michigan?

The most popular types of Financial Services jobs in Michigan are:

What cities in Michigan are hiring for Financial Services Assistant jobs?

Cities in Michigan with the most Financial Services Assistant job openings:

Financial Services Assistant jobs near you
Infographic showing various Financial Services Assistant job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 17% Part Time, 2% Temporary, 4% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $42,339 per year, or $20.4 per hour.

Financial Services Representative

HARBORLIGHT CREDIT UNION

Whitehall, MI • On-site

$16.78 - $20.03/hr

Full-time

Re-posted 11 days ago

Job description

Description:

POSITION

Financial Service Representative I (FSR)

REPORTS TO: Member Service Supervisor

SUPERVISES: N/A

CLASSIFICATION: Non-Exempt, Full-Time Hourly

TELECOMMUTE: N/A

POSITION SUMMARY

The primary focus for this position is to provide high-quality service and assistance to credit union members as the primary point of contact at our branch locations for members. Financial Service Representatives are responsible for providing a range of banking services including accurately processing financial transactions, performing general account maintenance, ensuring compliance with all operational policies and procedures, cross-promoting credit union products and services as appropriate to assist with member financial needs. As a Financial Service Representative, you will ensure a professional, efficient, and welcoming service experience.

ESSENTIAL FUNCTIONS AND DUTIES

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Meet management service standards and expectations.
  • Attend staff, department, leadership, and executive meetings as scheduled.
  • Promote credit union products and services.
  • Respond Promptly and courteously to member inquiries.
  • Keep work area clean and sensitive material properly secured.
  • Complete assigned training in a timely manner as required for compliance with regulations.
  • Resolve member issues and escalate problems to appropriate personnel/departments as needed.
  • Identify member needs and suggest appropriate solutions.
  • Greet and welcome members as they enter the credit union branch, providing a friendly and professional atmosphere.
  • Ensure all member information is collected and current.
  • Process a variety of financial transactions accurately, including deposits, withdrawals, loan payments, and transfers.
  • Verify, validate, and issue checks and other financial instruments.
  • Balance cash drawer and maintain cash levels with established guidelines.
  • Ensure compliance with regulatory requirements and security protocols.
  • Perform routine tasks such as filing, data entry, and documentation.
  • Assist with opening and closing procedures of the branch.
  • Uphold professionalism and confidentiality.
  • Maintain detailed records of all interactions with members and applicants and any actions taken on their behalf.
  • Work to meet performance metric individual and department goals.
  • Stay up to date on credit union policy and procedures. Adhere to regulations.

Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that may be required of an employee for the successful fulfillment of this position. Duties, responsibilities, and activities may change at any time with or without notice.

QUALIFICATIONS

Education/Certification:

  • High School Diploma or equivalent required.
  • Additional education or training is a plus.

Required Knowledge and Experience:

  • Prior customer service experience.
  • 1+ years teller/member service experience preferred.
  • Proficiency with computer systems and software applications.
  • Knowledge of Credit Union products, services, and philosophy preferred

Skills/Abilities:

  • Strong professional communication and interpersonal skills
  • Ability to handle multiple tasks efficiently and accurately
  • Basic computer skills. Familiarity with banking software and programs preferred.
  • Attention to detail and accuracy.
  • Strong organizational skills
  • Problem solving and analytical abilities
  • Team player


Requirements: