Personal Banker
Citizens Bank - WI
Personal BankerAt Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a full time Personal Banker to join our Genesee Branch team.Hours/Schedule*:Business hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm38-40 hours/week*Hours may change at any time based upon business needsDescription: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.Essential duties and responsibilities:Represents the Bank to customers in a courteous, professional mannerListens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer's needsOpens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etcProcesses Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier's checksAnswers the phone and assists customers as neededMaintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposureAssists customers with account inquiriesProcesses wire transfersProcesses changes of addressProcesses stop paymentsUnlocks and resets digital banking accessProcesses CD deposits and batchingProcesses account status changesEnrolls Good Life Club membersRedeems savings bondsAssists customer in balancing accountsOrders customer checksCreates new CIFsPurchases and redeems foreign currencyAny and all other duties as assignedThese additional duties may be assigned based upon branch needs:Safe Deposit Box accessVault authorityOverride authoritySafe Deposit Box rentalsOpening and maintaining IRA and HSA accountsNotary servicesCritical Competencies:AccuracyCustomer Service ExcellenceRelationship SellingTeamworkRequirements:High School Diploma or GED required1-2 years of related experience in banking requiredVault experience preferredPersonal banking experience preferredHigh level of professionalismBasic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applicationsProfessional communication skillsHigh level of confidentialityExcellent organizational skillsBilingual candidates are encouraged to apply.Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.*** Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities***
- ...Job Description Job Description Our Personal Banker Floaters are customer focused and are responsible for delivering exceptional customer service, supporting customer needs, and driving sales and referral opportunities across multiple branch locations. This position...SuggestedWork at officeMonday to Friday
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n)Personal Banker within PNC's Retail Banking organization, you will be based in Waukesha, WI at the Waukesha Branch. PNC is an in-office...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$65k
...Ein innovatives Unternehmen sucht einen Personal Banker, der die Kundenbeziehungen in Waukesha, WI, pflegt. In dieser spannenden Rolle werden Sie die Möglichkeit haben, Kundenbankkonten zu verwalten, Probleme zu lösen und einen exzellenten Kundenservice zu bieten. Mit...Suggested- ## Personal BankerApplylocations: WI - Waukesha (53186)time type: Full timeposted on: Posted Todayjob requisition id: R231551# **Position... ...to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$65k
...Personal Banker – To $65K – Waukesha, WI – Job # 3530 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our unique value proposition centers around providing top banking and accounting talent, with many of our recruiters...SuggestedWork at office$41.71k - $65k
...requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies...Part timeLocal areaImmediate startDay shift$17.74 - $31.63 per hour
Financial Counselor $2,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS Explore opportunities with Optum, in strategic partnership with ProHealth Care. ProHealth Care is proud to be a leader in health care services, serving Waukesha County and the surrounding areas for more...Hourly payDaily paidMinimum wageFull timePart timeWork experience placementWork at officeLocal areaRelocation packageMonday to Friday- ...achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team.Hours/Schedule*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs*Hours may vary based on...Work at office
$65k
Personal Banker – To $65K – Waukesha, WI – Job # 3530 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting...Work at office$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$150k
Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150,000.00/yr - $500,000.00/yr This pay range is provided by Drake & Associates, LLC . Your actual pay will be based on your skills and experience...Full time$50k
...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office$200k
Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area- Financial AdvisorLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor...Local area
$36k - $75k
...independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in...TraineeshipHome office$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- Job Description Job Description Financial Advisor - Client Relationship Focus At Drake & Associates , we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building...Local area
$117.6k - $176.4k
Associate Finance DirectorThe Associate Finance Director supports financial management, controllership, and planning activities to ensure accurate financial results, strong internal controls, and effective decision support. This role blends day-to-day controllership ownership...Visa sponsorshipWork visaRelocation package- ...relationship with assigned financial advisor(s). Develop and support professional relationships with clients via phone, email, and in-person. Prepare forms and other materials for client meetings as needed or directed. Process required paperwork for client account...Full timeWork at officeMonday to Friday
- ...proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether...
$42.12k - $51.48k
...takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you... ...you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers by meeting face to face and...Full timeTemporary workLocal area$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeInternshipLocal areaFlexible hours- ...opportunity to our customers, employees, and the communities we serve. Purpose: Universal Banker is responsible for transactional activity, opening and maintaining personal and business accounts, account resolutions, as well as consumer lending duties. This...Work at office
$120k
Commercial Portfolio Manager Our bank client is seeking to fill a Commercial Portfolio Manager role in the Waukesha, WI area. The position is responsible for supporting the Bank's portfolio of business by servicing prospective and current customers with a variety of...Work at office$98.18k - $115.5k
...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$98.18k - $115.5k
Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and every day with a single purpose to do the right thing by our business clients to help them ...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week
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