Relationship Banker
$46k - $54kTEKsystems
Now Hiring for a Member Relationship Officer for a growing credit union in Appleton, WI!! Description The Member Relationship Officer I creates a positive impression and establishes strong member relationships creating a lasting member experience. They assist members with consumer lending needs, new accounts, digital services, account maintenance, processing member transactions and problem resolution. While working with members, they uncover needs, educate members on products and services, and recommend solutions. Building and maintaining lasting relationships through conversations, anticipating members' future needs and exceeding expectations Interviewing loan applicants and providing underwriting additional information to make loan decisions Assisting members with their needs by opening and maintaining deposit products and services Processing basic and advanced member transactions and account maintenance confidentially, accurately, and efficiently, and assisting members with problem resolution Educating members on ancillary loan products, insurance options, and securing appropriate solutions. Achieving assigned goals Providing members with sound guidance for their financial needs and referring as needed to partnering teams (i.e. Financial Well-being, Mortgage Lending, Investment Services, Treasury Management) Qualifications Minimum of one year of sales and service experience Previous financial/banking industry experience is preferred Financial Counselor Certification is a plus Strong communication skills including verbal, written and active listening Sales skills in gaining commitment to products and services Schedule Mon.-Fri. 8am-5:30pm & Sat. 9am-12pm (every 3rd Saturday) Job Type & Location This is a Permanent position based out of Appleton, WI. Pay and Benefits The pay range for this position is $46000.00 - $54000.00/yr. Fox Communities Credit Union believes our team members are our most important asset. We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short term and long-term disability insurance, 401k (Roth and Traditional), which includes company contributions including match, and paid time off! As part of our commitment to the communities we serve we also offer all team members Paid Volunteer Time Off! Workplace Type This is a fully onsite position in Appleton,WI. Application Deadline This position is anticipated to close on Aug 13, 2026. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. *San Francisco Fair Chance Ordinance:* Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. *Massachusetts Lie Detector:* It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Use of Artificial Intelligence (AI):* We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools. #J-18808-Ljbffr
$41.71k - $65k
...based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedPart timeLocal areaImmediate startDay shift$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...SuggestedFull timeContract workFor contractorsWork at office- ...helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional...SuggestedPart timeImmediate start
- Werner Electric Supply Financial Services Associate Be Yourself. Build Your Career. Be Exceptional Together. At Werner, we're more than an electrical distributor we're a community that empowers people to grow, innovate, and truly make a difference. Our culture celebrates...SuggestedTemporary workWork experience placement
$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$61k - $119k
...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...For contractorsWork at office- ...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make...
- Paraplanner Location: Appleton, WI (Onsite) Candidates must reside within a reasonable commuting distance. Join a collaborative, multi-generational team focused on delivering thoughtful, high-quality financial guidance to our clients. In this paraplanner role,...Work at office
- Northwestern Mutual in Appleton, Wisconsin, is seeking College Financial Representatives for an internship program. This position allows students to build their financial planning practice with guidance from experts. Responsibilities include prospecting clients, executing...Full timeInternship
- ...aid conferences, trainings, workshops, and meetings as agreed upon with the director. Perform other duties as assigned. Working Relationships This position will work collaboratively with other offices, specifically Admissions, Student Accounts, and the Registrar’s...Work at 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 areaFlexible hours- ...collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships. As a Financial Planner , you will lead the planning process for assigned clients, develop sophisticated strategies, and serve...Work at office
$41.71k - $50k
...overall business objectives. 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...Contract workPart timeLocal areaDay shift$18 - $22 per hour
...and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift$18 - $22 per hour
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial...Hourly payWork at officeLocal areaShift work$51.8k - $95.9k
...Deadline: 08/02/2026 Address: 221 W College Avenue Job Family Group: Commercial Sales & Service Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies...Part timeLocal area- ...Job Description Job Description Description: Build Relationships. Make an Impact. Help Shape What's Next. If you're looking for an... ...outstanding team member. Position: Vice President, Commercial Banker Location: 2200 N Richmond St. Appleton Schedule: Full-...Full timeLocal areaAfternoon shift
$112.6k - $169k
About us: At Plexus, our vision is to help create the products that build a better world. Driven by a passion for excellence, we partner with leading Aerospace/Defense, Healthcare/Life Sciences and Industrial companies to design, manufacture and service some of the world...Contract workWork experience placementWork at office
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