Financial Specialist: Personal Banking & Impactful Growth
UW Credit Union
UW Credit Union in Waukesha is seeking a Personal Banker (Financial Specialist) to provide exceptional service and support in the Milwaukee area. This role includes meeting with members to understand their financial needs, recommending solutions, and performing various banking transactions. Ideal candidates will have over 3 years of customer service or sales experience, excellent communication skills, and a solid leadership ability. The position focuses on training and development, ensuring successful onboarding for new employees. Benefits like generous paid time off and 401k matching are included. #J-18808-Ljbffr
- ...Overview Johnson Financial Group (JFG) has an exciting... ...to join our Consumer Banking team as a Relationship... ...professional growth and success. Get started... ...known for its unmatched personal service by making the... ...community. You make a real impact on every client you...Personal
- Wintrust Financial Corporation is seeking a full-time Relationship Banker in Delafield, WI, focused on building strong customer relationships... ...benefits package, and a supportive work environment aimed at growth and development. Ideal candidates will have customer service or...PersonalFull time
$41.71k - $65k
...and guidance regarding financial solutions that are in... ...solutions and preferred banking channels while... ...credit recommendations for personal lending transactions,... ...businesses, and power economic growth around the world.... ...to grow and make an impact. We strive to help you...PersonalContract workPart timeLocal areaImmediate startDay shift- ...Senior Universal Banker (Personal Banker) At Summit... ...futures, confidence, and financial wellness along the way.... ...You won't just work in banking, you'll shape financial... ...want a role where your impact is real, your voice is heard, and your growth is supported, Summit is...PersonalWork at officeLocal area
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with... ...meet with them, both in person and over the phone, to... ...through NMLS notifications may impact your employment with the... ...card sales and deposit growth and have the most-used...PersonalFull timeImmediate startAfternoon shift
- ...Fargo, we're more than a financial services leader - we'... ...point of contact for banking products and services... ...role is designed for growth oriented professionals... ...expectations, and taking personal ownership to convert... ...performance and customer impact ~ Demonstrated...PersonalTemporary workWork experience placementImmediate start
- A leading financial institution in Franklin, Wisconsin, is looking for a Relationship Banker to provide tailored banking solutions and deepen client relationships. This role requires managing... ...and loan products, and achieving personal financial goals. With over 3 years in...Personal
- ...customer-oriented professional to deliver exceptional service and identify financial solutions tailored to client needs. You will engage customers through needs assessments and promote suitable banking products. The role requires 2-3 years of customer service experience, a...Personal
$17 - $28.96 per hour
...At Associated Bank we strive to create an inclusive... ...environment where your growth and development are encouraged... ..., assist customers with financial needs, and introduce... ...lasting relationships through personalized service. Partner with specialists across insurance,...PersonalHourly payImmediate start$22 - $26 per hour
...Banking experience preferred, this Personal Banker can range from mid to senior level (II-III). LOCATION: Waukesha, WI HOURS: Monday through Friday... ...Peoples State Bank's vision is to "be a catalyst for growth with our customers." That starts with our employees,...PersonalMonday to FridayFlexible hoursDay shift- ...North Shore Bank is about helping families thrive, businesses... ...company that places long-term growth ahead of short-term profits?... ...assist clients in achieving financial goals while providing products... ...value relationships, performing personal touches, evaluating customers...PersonalTemporary workBank staffWork at officeLocal areaDay shift
- ...guidance. Merrill's Financial Advisors and Wealth Management... ...envision through a personal relationship with... ...Merrill coupled with the banking convenience of Bank of... ...to promote portfolio growth. The Merrill Advisor... ...appropriate internal specialists, and executing highly...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Thrivent Financial Advisor Meaningful work... ...Rewarding career. Make an impact providing expert... ..., insurance, banking and generosity. At... ...faith. Provide personal, actionable and achievable... ...the support of specialists from every facet... ...for professional growth as you build your...Personal
$41.71k - $50k
...BMO Financial Group Position Delivers exceptional... ...relationship with BMO beyond personal banking. Welcomes and... ...to refer to specialists. Passionate commitment... ..., and power economic growth around the world.... ...to grow and make an impact. We strive to help you...PersonalPart timeLocal areaDay shift$41.71k - $65k
...Enhancement is seeking a qualified candidate to engage with customers in New Berlin, Wisconsin, helping them identify financial solutions and improve their banking experience. The ideal candidate should have 2-3 years in a consultative sales role, be proficient with digital...Personal$69k - $127.8k
...new and existing commercial banking loans and credit solutions within... ...perform/approve financial covenant compliance calculations... ...businesses, and power economic growth around the world. As a member... ...more ways to grow and make an impact. We strive to help you make an...Contract workPart timeWork experience placementLocal area$41.71k - $65k
...representative to deliver exceptional service and engage with clients about financial solutions. The ideal candidate will have 2-3 years of... ...include conducting needs assessments, advising clients on banking products, and ensuring compliance with regulatory requirements....Personal- TruStone Financial Credit Union located in New Berlin, Wisconsin is seeking a Personal Banker I. You will be welcoming members and providing professional service in sales and banking operations while securing assets and processing transactions effectively. The ideal candidate...Personal
$41.71k - $65k
...individual to deliver exceptional service to customers in Waukesha, Wisconsin. The role involves engaging customers to identify their financial needs and providing tailored solutions. Candidates should have a customer service background, good communication skills, and the...Personal$41.71k - $65k
...professional in New Berlin, Wisconsin, to deliver exceptional service to customers and prospects. This role involves providing tailored financial solutions, engaging clients, and ensuring compliance with regulatory requirements. The ideal candidate will have 2-3 years of...Personal$65k
Personal Banker - To $65K - Waukesha, WI - Job # 3530 Who We Are The Symicor Group is a boutique... ...centers around providing top banking and accounting talent, with many of our... ...application processing, and loan closing at a financial institution Ability to explain credit...PersonalWork at office$19 - $24 per hour
...Accurately and efficiently interpret and process a wide variety of financial inquiries, account openings, loan originations, loan closings,... ...a customer's financial position, preferred. Knowledge of banking and/or credit union regulations, preferred. Highly-developed...PersonalHourly pay16 hoursFull timeTemporary workPart timeWork experience placementImmediate startMonday to Friday- ...a division of Waukesha State Bank, is seeking an experienced Fiduciary... ...income, estate, gift, personal income, and IRA-related tax... ...opportunity to make a meaningful impact at Prairie Trust. Waukesha... ...as a successful and growing financial services provider is rooted...Personal
$24 per hour
Overview Personal Banker - PAY STARTING AT $24/HR DOE, MORE FOR BILINGUAL/SPANISH - Pewaukee North Shore Bank is about helping families thrive, businesses grow and communities flourish... ...to assist clients in achieving financial goals while providing products and services...PersonalFull timeBank staffWork at officeLocal area- ...retail branch customers. From a personal standpoint, you'll also have... ...Banker in our Branch Banking team, you’ll take a lead role... ...into our branches using your financial knowledge to offer thoughtful... ...through NMLS notifications may impact your employment with the firm...PersonalImmediate startAfternoon shift
$69k - $127.8k
...Commercial Banking Analyst Analyze and prepare credit information... ...perform/approve financial covenant compliance calculations... ...businesses, and power economic growth around the world. As a member... ...more ways to grow and make an impact. We strive to help you make an...Part timeWork experience placementLocal area- ...Financial Operations Recovery Specialist II Location: This role enables associates to work... ..., except for required in-person training sessions, providing... ...: to make a positive impact on whole health. The Financial... ...personal and professional growth for our associates. Our...PersonalFull timeContract workTemporary workWork at officeLocal area1 day per week
- ...Position at First Business Bank Join us today as the... ...quality Business Development & Growth Identify opportunities to... ...Strong credit analysis and financial statement interpretation skills... ...employees and their families directly impacts their success and the success...Work at officeFlexible hours
$19 per hour
...Time/Regular North Shore Bank is about helping families... ...company that places long-term growth ahead of short-term profits?... ...initiatives. * Provides quality, personalized service to ensure customer... ...loan products. Requires basic financial acumen. Requires proficiency...PersonalFull timeTemporary workBank staffWork at officeLocal areaDay shift$60k
...is a commercial wealth bank and national... ...clients achieve their financial goals. We are driven by... ...seeking improvements and growth, we foster long-term relationships... ...support of a team of specialists. All financial... ...development resources for personal and professional...PersonalWork experience placementLive inWork at officeFlexible hours
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