Senior Universal Banker: Personal Finance Advisor
Summit Credit Union
Summit Credit Union in Cedarburg, WI is seeking a Senior Universal Banker to guide members in their financial journeys and help navigate banking needs. You'll build relationships through trust and empathy while mentoring fellow bank employees to enhance service quality. The ideal candidate has over 2 years of sales or customer service experience, strong communication skills, and a high school diploma. The role offers excellent health insurance, 401(k) matching, and a people-first culture. #J-18808-Ljbffr
- ...Senior Universal Banker (Personal Banker) Job Category: Branch Sales & Service Requisition Number: SENIO004384 Posted : May 27, 2026 Full-Time On-site Locations Showing 1 location Cedarburg, WI 53012, USA Description At Summit Credit Union, we’re all about people helping...PersonalSeniorFull timeWork at officeLocal area
- ...Senior Universal Banker (Personal Banker) At Summit Credit Union, we're all about people helping people—while building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our Cedarburg branch, you'll be at the center of that mission...PersonalSeniorWork at officeLocal area
- ...you looking to build your career in the finance and banking industry? Summit Credit... ...State Journal. We are currently seeking a Senior Universal Banker to work out of our Cedarburg branch.... ...partner relationships (Lending Advisor, Sr. Lending Advisor, MLO, SFA) to deepen...PersonalSeniorFull timeWork at officeLocal area
- ...Consumer Banking team as a Relationship Banker! As Wisconsin’s largest family-owned, privately... ...Group is known for its unmatched personal service by making the client experience front... .... As the face of the bank, the Senior Relationship Banker’s primary goal is providing...PersonalSenior
- ...North Shore Bank is looking for a Personal Banker in Grafton, WI, to proactively develop client relationships and provide excellent service. This role involves maximizing sales opportunities and coordinating bank resources to assist clients in achieving their financial...Personal
$24 per hour
...who have the potential for added value relationships, performing personal touches, evaluating customers’ financial needs, recommending... ...implications of financial decisions and refers customer to tax advisor when appropriate. Operations Opens and closes the branch. Opens...PersonalTemporary workBank staffWork at officeLocal areaDay shift- ...owned financial institution in Wisconsin seeks a Relationship Banker to provide exceptional client service while managing a portfolio... ...on advising clients on deposit and loan products, emphasizing personalized service and business development. Ideal candidates should have...Senior
$41.71k - $65k
...everyday banking, retail investments, lending solutions, home financing (including business‑for‑self applications)), and small business... ..., and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance...PersonalLocal areaImmediate startDay shift$22 - $28 per hour
...community and commercial banking, specialty finance and wealth management services through... ...true to the relationship-focused, personalized service of our community banking roots.... ...Wisconsin’s Bank® as a full-time Relationship Banker! Why join us? An award-winning culture!...PersonalHourly payFull timeTemporary workFlexible hoursShift work- ...procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general...PersonalWork at officeImmediate startShift work
$41.71k - $65k
The Hispanic Alliance for Career Enhancement is seeking a dedicated professional to deliver exceptional customer service and tailor financial solutions for clients in Fox Point, Wisconsin. This role involves engaging customers in needs assessments, making credit recommendations...Personal- ...Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we... ...products, services, and digital tools to help them manage their finances with confidence. You will support account openings,...PersonalWork experience placementFlexible hours
- ...Personal Lines - Senior Account Manager Job Category: Personal Requisition Number: SENIO001479... ...needed based on workflow. Assist Sales Advisors with follow-up forms (ex: EFT forms,... ...education or degree (from an accredited university) in Business or related field...PersonalSeniorFull time
$19.5 per hour
...Universal Banker I Locations Fox Point, WI 53217, USA Starting salary for Universal Banker position is $19.50 an hour and up, depending on... ...questions and resolve related account issues, including phone and in-person. Perform service related activities such as on-boarding calls...Full timeFlexible hours- A growing insurance agency seeks a dedicated professional to provide high-level support in servicing personal accounts. Key responsibilities include managing VIP clients, assisting with department leadership, and enhancing insurance knowledge. The ideal candidate should...PersonalSenior
$17 - $28.96 per hour
...Role Summary Join Associated Bank as a Banker, where you’ll build relationships with customers, provide exceptional service, and learn... .... Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage,...PersonalHourly pay- ...Senior Lead Caregiver StoryPoint Mequon Position Summary: The Senior Lead Caregiver is responsible for providing caring and personalized assistance for residents living in our community. As well as, 2-3 days in the office providing administrative support to the...PersonalSeniorContract workWork at officeImmediate startFlexible hoursWeekend workDay shift
$1,000 per month
...our culture to ensure that you experience personal and professional growth in this program.... ...a full-time Financial Representative or Advisor role upon graduation. Qualifications... ...? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours- Wintrust Financial Corporation in Mequon, Wisconsin, seeks a motivated team member to enhance customer relationships through financial expertise and service. Responsibilities include operating teller services, assisting with accounts, and managing community events. Ideal...
- ...you we would love to have you join us! Job Description The Senior Product Marketing Specialist is a global role that is... ...manager to enjoy a work schedule that can be flexible with your personal life. ~ To learn more about our benefits package, please visit...PersonalSeniorTemporary workWork at officeFlexible hours
- ...Job Description Turner & Townsend is seeking an experienced Senior Cost Manager / Quantity Surveyor to support a major data... ...vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people...PersonalSeniorContract workFor contractorsFor subcontractorFlexible hours
$100k - $180k
...digital solutions. Turner & Townsend is seeking an experienced Senior Cost Manager / Quantity Surveyor to support a major data center... ...vision and mission. We provide a great place to work, where each person has the opportunity and voice to affect change. We want our people...PersonalSeniorContract workFor contractorsFor subcontractorFlexible hours- ...Senior Analyst, Financial Planning and Analysis Primary Location : Germantown, Wisconsin... ...Bachelor's degree in accounting or finance FPA & General Accounting experience... ...professional publications, establishing personal networks, and participating in professional...PersonalSeniorCurrently hiringLocal area
$23.75 - $29.03 per hour
...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 workLocal areaRelocation package$41.71k - $50k
...Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital...PersonalContract workPart timeLocal areaDay shift- ...Senior Software Engineer Rockwell Automation is a global technology leader focused on helping the world's manufacturers be more productive... ...to enjoy a work schedule that can be flexible with your personal life. To learn more about our benefits package, please visit at...PersonalSeniorWork experience placementWork at officeVisa sponsorshipWork visaFlexible hours
- ...Heartshar in Bayside, WI is seeking a Sr Day Support Professional to oversee and ensure the implementation of person-centered services. This role involves managing staff, engaging individuals with developmental disabilities in community activities, and facilitating personal...PersonalSenior
- ...Senior/Principal Chemical R&D Scientist Summary of Role: The Senior/Principal Chemical R&D Scientist is accountable for driving the... ...moderate. The employee will be required to wear the appropriate personal protective equipment for specific job duties to be performed. Such...PersonalSeniorContract workWork at office
- ...programs Perform work in accordance with the Physical/Cognitive Requirements section Physical/Cognitive Requirements Ability to use a personal computer for tasks such as communicating, preparing reports, etc. Ability to plan, prioritize and monitor activities across...PersonalSeniorRemote workMonday to Thursday
- JPMorgan Chase & Co. is seeking a Private Client Banker in Germantown, WI. This role involves managing the banking relationship for affluent clients, providing tailored financial advice, and acquiring new clients through relationship-building. Candidates should have over...
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