ChoiceOne Bank
The Universal Financial Specialist manages Member Services operations to ensure accurate financial transactions and compliance with investment regulations. The role involves resolving member inquiries, processing premium contributions, and maintaining detailed financial records for a universal life insurance product. Success requires a deep understanding of financial systems, regulatory frameworks, and customer service excellence.
Headquarters
Sparta, Michigan, United States
Company Size
51-200 employees
Founded
1898
Discover ChoiceOne Bank for personal & business banking, wealth management, and loan solutions. Mobile-friendly & digitally powered with a community focus.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for ChoiceOne Bank.
ChoiceOne Bank didn’t post a salary, so this is our estimate from similar listings.
27% below the average for this role