Financial Wellness Banker
Summit Credit Union
Summit Credit Union in Wauwatosa is seeking a Universal Banker to guide members through everyday banking and loan discussions with personalized care. You’ll open accounts, promote digital tools, and help members reach major milestones with trusted guidance. Join a team that values relationships, accuracy, and proactive customer service. A high school diploma is required, with 2+ years in service and eligibility to obtain an NMLS number. #J-18808-Ljbffr
- ...Milwaukee, WI, within the Retail Banking organization. You will deliver a differentiated customer experience, educate customers on financial options, and refer opportunities to branch staff as appropriate. In this role you will engage customers in the lobby, leverage...Financial
- Description Join Summit Credit Union as a Universal Banker at our Wauwatosa branch and become the goto financial guide who helps members reach their goals-whether... ...and live your life ~ Paid holidays and wellness-focused benefits ~ Opportunities for professional...FinancialWork at officeLocal area
- ...Join Summit Credit Union as a Universal Banker at our Wauwatosa branchand become thego ‑... ...everyday transactions while offering helpful financial guidance Educate members on digital tools... ...products that support members’ financial well ‑ being Help members navigate major...FinancialWork at officeLocal area
$17 - $28.96 per hour
...Role Summary Join Associated Bank as a Banker, where you'll build relationships with customers... ...transactions, assist customers with financial needs, and introduce solutions that help... ...that support customers’ financial wellness. Open new accounts and build lasting relationships...FinancialHourly payImmediate start$41.71k - $50k
..., and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and... ...include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance,...FinancialContract workPart timeLocal areaDay shift- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an...FinancialWork at officeShift workWeekend workDay shift
- ...the company’s success. As a(n) Personal Banker within PNC's Retail organization, you will... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... .... Leverages ecosystem partnerships as well as community Centers of Influence to...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work
$17 - $29.75 per hour
...Relationship Banker Job Locations US-WI-Milwaukee Category/Function... ...providing insight, advice, and personalized financial solutions for their clients. Relationship... ...participate in outside sales calls. Maintains well-developed knowledge of all products and...FinancialFull timeImmediate start$17 - $28.96 per hour
...Join Associated Bank as a Relationship Banker, where you’ll build relationships with customers... ...transactions, assist customers with financial needs, and introduce solutions that help... ...that support customers’ financial wellness. Open new accounts and build lasting relationships...FinancialHourly pay$43.68k - $69.9k
...are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding... ...Banker job family. The Personal Banker I is a Financial Center position focused on using the... ...responsible for processing teller transactions as well as working as a member of the platform...FinancialWork experience placementWork at office- ...build strong working relationships with those on their team as well as cross-functional relationships. Flexibility: Capable of handling... ...aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines....FinancialWork at officeImmediate startShift work
- ...the company’s success. As a(n) Personal Banker within PNC's Retail Banking organization,... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... .... Leverages ecosystem partnerships as well as community Centers of Influence to...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work
$41.71k - $65k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity....FinancialPart timeLocal areaImmediate startDay shift- ...Personal Banker Bilingual Spanish Required. The position is based in Milwaukee, WI at the... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... .... Leverages ecosystem partnerships as well as community Centers of Influence to...FinancialFull timeTemporary workWork experience placementWork at office
- ...recruiting and hiring process. Join Associated Bank as a Relationship Banker, where you’ll build relationships with customers, provide... ...to recommend products and services that support customers’ financial wellness. Open new accounts and build lasting relationships through...Financial
- ...U.S. Private Bank – Private Banker – Vice President or Executive Director Milwaukee, WI... ...will use your knowledge of investments, financial planning, credit and banking to both advise... ...care coverage, on-site health and wellness centers, a retirement savings plan, backup...FinancialTemporary workWork experience placementLocal area
- ...the company's success. As a(n) Personal Banker within PNC's Retail organization, you will... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... .... Leverages ecosystem partnerships as well as community Centers of Influence to...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work
$95.06k - $162.96k
Role Summary As a Private Banker, you will expand and deepen relationships with high‑net‑worth clients by identifying their financial needs and connecting them with tailored lending, deposit... ...opportunities, bonus benefits, well‑being programs, incentives, parental leave...Financial- ...Universal Banker Floater Interested in helping to solve all the problems of the world? Ishthat seems like a lot of work. What if you... ...cool customers and offering sound banking advice to help solve financial challenges. And since it's clear you enjoy making a difference...Financial
- ...redemptions, exchanges, and account maintenance within work standards for productivity and accuracy. Analyze and process advanced financial and non-financial specialized trades. Perform intricate analysis of prospectuses, signature guarantees, trust agreements, qualified...FinancialWork experience placement
$99k - $176k
...What is the opportunity? Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build Advisor product awareness...FinancialFlexible hours$98.18k - $115.5k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...relationship management and business development abilities Well-developed analytical and problem-solving skills Basic knowledge...FinancialTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$41.71k - $50k
...Responsibilities Identify customer needs and provide advice and guidance regarding financial solutions that are in the best interests of customers. Collaborate within the branch and with BMO partners to deliver the desired customer experience and achieve business objectives...FinancialLocal area- ...SUMMARY / OVERVIEW The Personal Banker is responsible for delivering exceptional customer service while supporting customers with a... ...regulatory requirements. The Personal Banker serves as a trusted financial resource within the branch, provides technical and product expertise...Financial
$25 - $27.88 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an...FinancialHourly payWork at officeShift workWeekend workDay shift- ...diversity and inclusion. As an Associate Banker within Chase, you will represent our... ...latest banking solutions and cutting-edge financial technology combined with friendly and attentive... ...account servicing and maintenance as well as opening new accounts, while complying...FinancialPart time
- ...inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help... ...2. Must have strong financial and credit analysis skills as well as a detailed understanding of business credit documentation and...Financial
- ...commercial credit analysis. Equivalent combination of education and experience will be considered. Must have strong financial and credit analysis skills as well as a detailed understanding of business credit documentation and business collateral documents. Must have...Financial
- ...MORE than your basic JOB! SUMMARY / OVERVIEW The Personal Banker is responsible for delivering exceptional customer service... ...regulatory requirements. The Personal Banker serves as a trusted financial resource within the branch, provides technical and product expertise...FinancialFull time
- ...A reputable financial institution in Milwaukee is hiring a Business Banking Relationship Manager II. This role involves managing strategic relationships with business clients, generating new business, and overseeing credit quality. Ideal candidates will have at least 5...Financial
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Banker. Be the first to apply!

