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Retail Banking Associate Jobs in Michigan (NOW HIRING)

Associate's or Bachelor's degree or equivalent of working experience. * 3+ years of sales experience, preferably in a retail banking environment. * 2+ years of management experience, or 3+ years in a ...

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Retail Banking Associate information

What does a Retail Banking Associate do?

A Retail Banking Associate assists customers with their day-to-day banking needs, such as opening accounts, processing deposits and withdrawals, and answering questions about bank products and services. They help ensure a positive customer experience by providing information, resolving issues, and referring clients to specialized banking staff when necessary. Retail Banking Associates also help maintain accurate records and uphold security procedures to protect customers’ financial information.

What are the key skills and qualifications needed to thrive as a Retail Banking Associate, and why are they important?

To thrive as a Retail Banking Associate, you need strong customer service abilities, basic financial knowledge, and at least a high school diploma or equivalent. Familiarity with banking software, cash handling systems, and sometimes certification in anti-money laundering (AML) practices is often required. Excellent communication, problem-solving, and attention to detail help build trust with clients and efficiently resolve their needs. These skills ensure accurate transactions, customer satisfaction, and compliance with financial regulations, which are critical to the bank's reputation and success.

What is the difference between Retail Banking Associate vs Customer Service Representative?

AspectRetail Banking AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma or equivalent; customer service experience beneficial
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, bank branches
Employer & Industry UsageFinancial institutions, banksVarious industries including banking, retail, telecom
Common Search & ComparisonYesYes

The Retail Banking Associate primarily works within banks, focusing on financial transactions, account management, and sales. Customer Service Representatives also handle client inquiries but often work across multiple industries, providing general support. While both roles require strong communication skills and customer service experience, Retail Banking Associates typically need some banking-specific knowledge and certifications. They are more specialized within the banking industry, whereas Customer Service Representatives have broader roles across sectors.

What are some common challenges Retail Banking Associates face when assisting customers, and how can these be managed effectively?

Retail Banking Associates often encounter challenges such as handling high volumes of customer inquiries, resolving account discrepancies, and navigating complex financial products. Managing these effectively requires strong communication skills, patience, and a good understanding of bank policies and procedures. Regular training and support from experienced team members also help associates stay updated on regulatory changes and new services, enabling them to provide accurate information and resolve issues efficiently.
What are the most commonly searched types of Retail Banking jobs in Michigan? The most popular types of Retail Banking jobs in Michigan are:
What are popular job titles related to Retail Banking Associate jobs in Michigan? For Retail Banking Associate jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Retail Banking Associate jobs in Michigan look for? The top searched job categories for Retail Banking Associate jobs in Michigan are:
What cities in Michigan are hiring for Retail Banking Associate jobs? Cities in Michigan with the most Retail Banking Associate job openings:

Investment Banking Associate

Plantemoran

Southfield, MI

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 28 days ago


Job description

Count on us.Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks.

Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.

We're looking for a problem solver focused on quality and accuracy with a passion for investment banking. If you enjoy data analysis, supervisory responsibilities, and how data can inform a transaction, this associate position might be right for you.

PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms.

Our team of professionals has more than 230+ years of industry experience and is organized by industry, with specializations in Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, and Healthcare. We bring up-market analysis, strategy, and capability to the middle market by:

  • Fostering a deep and trusting relationship with each client.
  • Providing continuous senior level involvement throughout the process.
  • Developing supported positioning points aligned with value drivers and growth opportunities.
  • Identifying potential impact risk factors and creating mitigating strategies.
  • Leveraging the deep industry experience.
  • Providing on-the-ground global coverage through our international colleagues through Corporate Finance International.

As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks.

Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.


Your role.

You will be responsible for providing various qualitative and data-driven components for the development of M&A transactions.

Your work will include, but not be limited to:

  • Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities
  • Developing various analytical and data-driven components for the development of M&A transactions
  • Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development
  • Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility
  • Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company
  • Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations
  • Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients
  • Participation in strategic discussions surrounding the transaction.


The qualifications.

  • Bachelor's degree in accounting or finance, MBS preferred but not required
  • At least 3 years work experience in investment banking or transactional related field is required.
  • Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity.

What makes us different?

Expertise. Integrity. Results.

These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding.

  • We live and work by the Golden Rule
  • We offer a work-life balance that is generally not available with large investment banks
  • We have a promote from within mentality with opportunities for advancement

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require travel.

The regulatory notices below include all affiliated entities of Plante Moran, including PMCF Advisors.

What makes us different?

Expertise. Integrity. Results.

These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding.

  • We live and work by the Golden Rule

  • We offer a work-life balance that is generally not available with large investment banks

  • We have a promote from within mentality with opportunities for advancement

PMCF is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.PMCF is an Equal Opportunity Employer.

PMCF maintains a drug-free workplace.

Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of PMCF.

The specific statements above are not intended to be all-inclusive.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review theposition location for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in IL, MA or CO is: $135,000.00 - $155,000.00

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