Post job

Associated Bank jobs in Milwaukee, WI

- 63 jobs
  • ERISA and Compliance Manager

    Associated Bank 4.6company rating

    Associated Bank job in Milwaukee, WI

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. We're looking for a seasoned ERISA compliance professional to serve as a senior leader within our Retirement Plan Services team. In this role, you'll guide compliance strategy, advise senior leadership, and mentor colleagues while shaping the future of retirement services. You'll also serve as a thought leader-sharing insights, guidance, and best practices both in writing and in presentations to influence the direction of our business. Key Accountabilities Lead and develop ERISA compliance colleagues, fostering expertise and collaboration. Provide senior-level guidance on regulatory compliance to management, sales, and product teams. Analyze new and proposed legislation to recommend strategies and implementation plans. Partner with business leaders to review and approve new plan opportunities, ensuring compliance and risk alignment. Direct operational defect resolution, including corrective actions and voluntary correction program filings. Oversee plan restatements and amendments to ensure alignment with sponsor intentions and regulatory requirements. Act as a senior advisor and thought leader on new services and product development, ensuring compliance with ERISA and DOL regulations. Represent Retirement Plan Services on risk and compliance committees, driving informed decisions and influencing best practices. Education & Experience Bachelor's degree in Business, Economics, or related field required 12+ years of ERISA and qualified plan administration experience required Juris Doctor (JD) preferred Professional certifications such as CRPS, ASPPA, CEBS, or PRP preferred License to Practice Law preferred Why You'll Love Working Here At Associated Bank, your expertise doesn't just support compliance-it shapes the future of retirement services for our clients. We invest in your professional growth, provide opportunities to lead, and foster a culture where your contributions matter. Join us and apply today to make an impact. In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $120,400.00 - $206,400.00 per year
    $120.4k-206.4k yearly Auto-Apply 60d+ ago
  • Senior Manager of First Line Risk Payments and Fraud - Commercial

    Associated Bank 4.6company rating

    Associated Bank job in Milwaukee, WI

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. As Senior Manager of Fraud & Payments Risk, you'll lead the first line of defense for protecting our customers and business against fraud and payment risks. You will shape strategy, strengthen controls, and guide a talented team to ensure secure money movement across digital and traditional payment channels. This is a high-impact opportunity to build and scale risk management practices during a period of exciting growth.Why Associated Bank?At Associated Bank, we put people first. Our culture is built on listening, collaboration, and a winning spirit that empowers colleagues to achieve their best. We work together with a relentless focus on doing the right thing-for our customers, our communities, and each other. When you join us, you'll be part of a team that values integrity, innovation, and growth.Key Accountabilities Lead fraud and payment risk oversight across ACH, wires and other digital transactions. Design and implement fraud risk strategies, detection rules, and controls in partnership with Fraud, BSA/AML, Digital, and Cybersecurity teams. Oversee risk event management, driving root cause analysis, corrective actions, and timely closure of issues. Evaluate new payment products, features, and third-party integrations to ensure proper controls are in place. Monitor and report key metrics on fraud trends, customer impact, and operational performance. Collaborate with second-line partners and regulators to ensure compliance and audit readiness. Develop and mentor a high-performing team of analysts and specialists. Education & Experience Required Bachelor's degree in Risk Management, Business, Cybersecurity, or related field (or equivalent experience) 8+ years in fraud risk, operational risk, or payments risk within financial services 3+ years leading risk assessments, issue management, and fraud strategy development Preferred Master's degree in Risk Management, Business, Cybersecurity, or related field Certified Fraud Examiner (CFE) Certified Anti-Money Laundering Specialist (CAMS) Why You'll Love Working HereAt Associated Bank, your ideas matter and your growth matters. You'll have the chance to make a real impact while developing your career in a supportive, people-first environment. Be part of a team that's building for the future while protecting our customers today. Apply today and help us shape what's next. In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $114,310.00 - $195,960.00 per year
    $114.3k-196k yearly Auto-Apply 60d+ ago
  • Inside Sales- Business Development Representative

    Webster Bank Group 4.6company rating

    Milwaukee, WI job

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Business Development Representative employs a consultative based sales approach to identify and pursue direct to employer sales opportunities throughout the United States in our large group space. The Sales Development Representative will leverage the internal assets of HSA Bank to sell health-based accounts including Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs) and Commuter Benefits (Mass Transit & Parking), Tuition Reimbursment, and Lifestyle Spendign Accounts directly to employers. The Sales Development Representative will manage the beginning sales process while selling to HR/Benefit Directors, VP and C-level Executives as well as key influencers within each account. Sales Development Representative is a position supported by an HSA Bank team that includes, Marketing, Account/Relationship Management along with Regional Vice Presidents and Vice Presidents of National Accounts. Job Summary: The Business Development Representative employs a consultative based sales approach to identify and pursue direct to employer sales opportunities throughout the United States in our large group space. The Sales Development Representative will leverage the internal assets of HSA Bank to sell health-based accounts including Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs) and Commuter Benefits (Mass Transit & Parking), Tuition Reimbursement, and Lifestyle Spending Accounts directly to employers. The Sales Development Representative will manage the beginning sales process while selling to HR/Benefit Directors, VP and C-level Executives as well as key influencers within each account. Sales Development Representative is a position supported by an HSA Bank team that includes, Marketing, Account/Relationship Management along with Regional Vice Presidents and Vice Presidents of National Accounts. Job Responsibilities: Consistent track record in meeting and exceeding sales quotas. Proven experience in proactively identifying new account opportunities in an assigned territory via prospecting. Ability to collaborate with multiple internal partners such as marketing and outside sales representatives Ability to prospect through email, LinkedIn, cold calling, ZoomInfo and direct campaigns through sales tools to drive a robust sales pipeline Knowledge of Health Savings Accounts, Consumer Driven Health Care, Group/Individual Health Insurance sales, Managed Healthcare and the Agent/Broker distribution system. Exceptional verbal and written skills. Ability to identify and engage key decision makers in organizations Ability to assist with implementation team during busy times. Requirements: Bachelor's Degree preferred. Desired two (2) years of sales experience. Ideally in Employee Benefits, Asset Management or Benefits Consulting Excellent presentation and communication skills Experience with Salesforce CRM and Microsoft software a plus The estimated salary range for this position is $60,000USD to $70,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-BY1 #LI-REMOTE Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
    $60k-70k yearly Auto-Apply 35d ago
  • Data Governance Analyst

    Old National Bank 4.4company rating

    Milwaukee, WI job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Data Governance Analyst will support the development and execution of enterprise-wide data governance initiatives. This role will focus on ensuring the integrity, quality, and protection of data assets through the implementation of governance frameworks, data quality controls, and metadata management practices. The Analyst will work closely with business units, IT, and compliance teams to support the organization's data governance strategy and ensure alignment with regulatory and risk management expectations. Salary Range The annual salary range for this position is $60,000.00 - $121,300.00. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Data Governance Operations Assist in the implementation and maintenance of the enterprise data governance framework, including policies, standards, and procedures. Support the development and execution of data quality rules, issue tracking, and remediation processes. Maintain and enhance metadata repositories and data catalogs using tools such as Informatica or Microsoft Purview. Data Stewardship and Collaboration Partner with data owners, stewards, and business units to define and document data definitions, lineage, and usage. Facilitate working groups and workshops to gather requirements and promote data governance awareness across the organization. Risk and Compliance Support Monitor and report on data governance metrics, including data quality trends, audit findings, and remediation progress. Support internal and external audits by providing documentation and evidence of data governance controls and practices. Project and Initiative Support Contribute to enterprise initiatives such as the Modern Data Platform migration, report certification programs, and regulatory reporting enhancements. Participate in cross-functional projects to ensure data governance requirements are embedded in system implementations and process changes. Qualifications and Education Requirements Bachelor's degree in information systems, Business, Risk Management, or a related field. 2+ years of experience in data governance, data management, or risk/compliance roles. Familiarity with data governance frameworks (e.g., DCAM, NIST Privacy Framework, FFIEC). Experience with data quality tools, metadata management platforms, and reporting tools. Strong analytical, communication, and collaboration skills. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $60k-121.3k yearly Auto-Apply 1d ago
  • Client Service Representative - Bilingual Spanish Preferred

    Old National Bank 4.4company rating

    Waukegan, IL job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently hiring for a Client Service Representative. We are seeking individuals who are customer focused and have a strong desire to help our clients meet their financial objectives. Whether you have several years of banking or are new to the banking industry, we want to help you reach your personal and professional goals. A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to customers, participating in the sales program, processing debit and credit transactions and assisting with customer relation issues. This person is also responsible for ordering and shipping all cash for the banking center, and CTR record keeping. Client Service Representative has the additional responsibility of managing the banking center vault which includes; balancing the vault, disbursing cash to other designated team members and ordering/shipping currency as needed. This position may also have the responsibility of opening new accounts. Bilingual Spanish Preferred Salary Range The salary range for this position is $17.00/Hr. - $27.50/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Our ideal candidate will possess the following skills: High school diploma or GED required 2-3 years of cash handling experience Excellent customer service skills Excellent balancing record Good organizational skills and attention to detail Ability to lift heavy boxes of coin Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 1d ago
  • Analyst, Consultant Relations

    Webster Bank Group 4.6company rating

    Milwaukee, WI job

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Consultant Relations Specialist handles a variety of development functions including relationship, partnership and territory development within the broker and consultant market. Works in conjunction with the Managing Director, Consultant Relations to help maximize the new sales and retention results within the assigned territory. Focuses on generating sales opportunities with brokers and consultants, as well as, business partners. Responds to, manages and sees through closure client issues, if engaged. Job Summary: The Consultant Relations Specialist handles a variety of development functions including relationship, partnership and territory development within the broker and consultant market. Works in conjunction with the Managing Director, Consultant Relations to help maximize the new sales and retention results within the assigned territory. Focuses on generating sales opportunities with brokers and consultants, as well as, business partners. Responds to, manages and sees through closure client issues, if engaged. What you will do Responsible for supporting the driving of revenue, balance and account growth within assigned territory. Helps to create and deepen relationships with internal and external business partners within the territory. Schedules meetings and appointments as needed with the assigned consultant community. Interacts with brokers and consultants via email, telephone, and on-line meetings/events. Travels to and attends meetings/industry events as required. Skills and Abilities Requires understanding of health care benefit products and services. Salesforce knowledge preferred. Proven ability to prioritize work and requests. High level of detail. Strong Customer Service skills. Must have experience with interacting with individuals at all levels of an organization. Education Qualifications H.S. Diploma or General Education Degree (GED) required Bachelor's Degree in Arts/Sciences (BA/BS) preferred Experience Qualifications 3-4 years years of Client Facing/Customer Service required Benefit consultant experience preferred The estimated salary range for this position is $70,000USD to $78,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-BY1 #LI-REMOTE Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
    $70k-78k yearly Auto-Apply 32d ago
  • Field Services Engineer

    Associated Bank 4.6company rating

    Associated Bank job in West Allis, WI

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Participates in the planning, organizing, installation, relocation, and maintenance of computer systems, peripherals, communications, data circuits, network hardware, technology kiosks, digital signage, ATM's, IP telephones, and related equipment. Resolve medium level problems and situations. Assist in the training and coordination of Field Engineer I level technicians. Provide superior hardware installation, configuration, maintenance, and software support services.Job Accountabilities • Respond to Customer requests for On-Site Hardware Repair Services, use company provided parts and tools to resolve such problems to the customers satisfaction. Expedite difficult service issues to appropriate IT support personnel to ensure timely resolution of the problem. • Configure, troubleshoot, and repair laptops for colleagues as requested. Manage laptop deployments and returns as colleague's transition or new requests come in. • Troubleshoot computer & IP telephone connectivity or communication problems and determine if the problem is network related, the result of PC software/hardware failure, or Telephone hardware failure. Collaborate with other IT support personnel as necessary to resolve the issue. • Complete the functions of the Project Management system in responding to requests for removal, relocation, or installation of equipment. Discuss requests with all necessary parties, verify site for feasibility of the project, cost effectiveness, and make recommendation to Field Service Lead for completion. • Assist in the development of policies, procedures, and documentation on all IT hardware serviced by Field Engineering. Documentation on proper use of hardware (job aids) to be shared with the Training department. • Lead and/or participate in the installation and relocation of existing and new IT Technologies as determined by management, maintain pace with the schedule to ensure timely completion of the project. • Complete the necessary Preventive Maintenance and Inventory Audits on all IT equipment following the Field Engineer written procedures/guidelines. Assist in the administration of the Inventory system to ensure its accuracy. • Review hardware service history and recommend replacement or relocation of equipment with unsatisfactory performance. Present recommendation to Field Service Lead. • Provide Audio/Video/Laptop set up and technical support for the Executive Team and other Lines of Business as needed. Collaboration with key Executive members is critical to the success of the presentations. • Assist in the evaluation of all new hardware technologies for usability, functionality, cost effectiveness, and durability. • Participate to any extent necessary in the development and implementation of disaster recovery if it should become necessary • Review service/technical manuals and On Line Forums to maintain familiarity on the service of all Pc, Server, Operating Systems, Print Devices, Networking Hardware and wiring systems currently deployed at Associated. Education Associate's Degree or equivalent combination of education and experience Computer Servicing Required Associate's Degree or equivalent combination of education and experience Network Servicing Required Associate's Degree or equivalent combination of education and experience Electromechanical Technology Servicing Required Associate's Degree or equivalent combination of education and experience Technical Writing Preferred Experience 2-4 years PC, Laptop, Server, Printer, & Multifunction hardware troubleshooting and repair; IP telephone installation and servicing; Microsoft Windows 7, Server 2008, & the Microsoft Office Suite; Network infrastructure cabling Cat 5e-Cat6. Required 4-7 years PC, Laptop, Server, Printer, & Multifunction hardware troubleshooting and repair; IP telephone installation and servicing; Microsoft Windows 7, Server 2008, & the Microsoft Office Suite; Cisco network hardware & communication troubleshooting and service; Network infrastructure cabling Cat 5e-Cat6; Apple Hardware knowledge; and Writing technical procedures and documentation. Preferred Licenses and Certifcations Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date Required Other HP, Data Card, and Lexmark Service certifications within 1 year Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $18.75 - $32.14 per hour
    $18.8-32.1 hourly Auto-Apply 60d+ ago
  • Associate Counsel

    Associated Bank 4.6company rating

    Associated Bank job in Milwaukee, WI

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. At Associated Bank, we put people first-our customers, colleagues, and communities. Our culture is built on listening and then acting with purpose. We achieve more together, bring a winning spirit to every challenge, and keep a relentless focus on people. Here, your expertise is valued, your growth is supported, and your impact is real. Role Summary We're looking for a legal professional with strong banking or financial industry expertise to join our in-house legal team. In this role, you'll advise business leaders, manage legal risks, and guide compliance with policies, procedures, and federal and state regulations. You'll have the opportunity to partner with senior leadership and grow your career while protecting the bank's long-term success. Key Accountabilities Advise business lines on legal issues, contracts, and day-to-day matters. Draft, review, negotiate, and interpret third party agreements. Monitor changes in state and federal laws and regulations. Partner with leaders to develop and implement policies and procedures. Manage relationships with outside counsel to ensure quality and cost control. Support organizational transactions by overseeing legal aspects. Collaborate with Senior Counsel, vendor management and procurement professionals, and subject matter experts as needed. Education & Experience Required: JD and License to Practice Law by start date Bachelor's degree 7+ years as an attorney with a practice focused on complex commercial and technology agreements Preferred: Experience collaborating with cross functional groups Experience supervising outside counsel Experience with data privacy, artificial intelligence, and/or outsourcing Why You'll Love Working Here At Associated Bank, you'll join a collaborative team where your legal expertise makes a direct impact on business growth and client trust. You'll have opportunities to expand your skills, take on challenging projects, and grow your career within a supportive environment. Apply today to make an impact and be part of a team that's winning together. In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $126,490.00 - $216,840.00 per year
    $53k-90k yearly est. Auto-Apply 60d+ ago
  • BMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)

    BMO Harris Bank 4.1company rating

    Milwaukee, WI job

    Application Deadline: 12/15/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service BMO Commercial Banking BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses. As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally. Program Overview Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern. What's in it for you? Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking Technical Training - an engaging and interactive learning program including an introduction to credit Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc. Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves. Qualifications: You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029 You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026 You have a preferred minimum GPA of 3.0/4.0 You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc. You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity The annual base salary for this position is USD $45,886 Salary: $44,300.00 - $66,400.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $44.3k-66.4k yearly Auto-Apply 32d ago
  • Franchise Banking Relationship Manager

    Old National Bank 4.4company rating

    Milwaukee, WI job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Franchise Banking Relationship Manager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with quick service restaurants and some fast casual restaurants. The Franchise Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position. Salary Range The annual salary range for this position is $77,900 - 199,000. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Achieve Sales Targets Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results. Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships. Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale. Leverages centers of influence to build a network and create a pipeline of business. Loan Originations Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing. Partners with support staff to ensure the loan origination process meets bank and client expectations. Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client. Portfolio Management Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards. Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships. Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets. Key Competencies for Position Strategy in Action - Build your strategic mindset capability. Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal. Actively seeks to understand factors and trends that may influence role. Anticipates risk and develop contingency plans to manage risks. Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions. Aligns activities to meet individual, team and organizational goals. Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Makes Decisions & Solves Problems - Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Qualifications and Education Requirements Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience. Minimum 5 years relevant Franchise Banking experience Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships. Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures. Very high level of written and verbal communication skills. Must have a proven track record of successful sales performance with strong business development skills. Very high level of sales, negotiation and financial analysis skills. Key Measures of Success/Key Deliverables Achieve personal goals for new loan/deposit production and average portfolio target. Achieve personal goals for new fee production and average loan delinquency. Franchise Banking Relationship Manager roles may vary between RM II, RM III, and RM IV - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Business Banking or middle market experience including Franchise Number of consistent years with success and track record as a Relationship Manager specializing in Franchise (or similar role) at the Bank or at another financial institution Demonstrated and proven ability to work through complex Franchise credits and/or other unique situations Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships specializing in Franchise Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $58k-74k yearly est. Auto-Apply 1d ago
  • Temporary Teller (Bilingual Spanish)

    Associated Bank 4.6company rating

    Associated Bank job in Milwaukee, WI

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. We invite you to view the opportunity below. Provide our customers with fast, friendly customer service by always adhering to common courtesies and delivering the brand promise with every customer. Efficiently and accurately process customer transactions while adhering to all required policies and procedures. Support the sales process in the branch by identifying customer needs, promoting current offers and referring customers to other colleagues for assistance with financial solutions. Provide awareness and if warranted, demonstration of all channel capabilities and the overall benefit to the customer. The colleagues in this role may be asked to work multiple branch locations to support a culture of flexibility and mobility to meet the expectations of our branch and customers. This person will also: Perform customer banking transactions, identify and service customer needs and resolve issues. Support the sales process by referring customers in need of additional financial solutions. Share product and service promotions and new opportunities with our customers. Answer customer questions to ensure satisfaction and safety. Service vault, night drop and ATM machines, as assigned. Review the qualifications listed below: Education High School or equivalent combination of education and experience. Required Experience Less than 2 years Demonstrated customer service skills and computer experience. Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $17.00 - $21.52 per hour
    $17-21.5 hourly Auto-Apply 60d ago
  • Mortgage Sales Assistant Senior

    Associated Bank 4.6company rating

    Associated Bank job in Waukegan, IL

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Assist residential loan officer(s) manage loan pipeline, ensure that the processing of loans within the pipeline are moving forward, and that all documentation is received and meets the expectations necessary for underwriting the loan. Ensure that clients, realtors and attorneys are kept fully apprised of the status of their loan application through exceptional client interaction. This position provides a full complement of support and related resources, including new business development support, to one or more mortgage loan originators. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act. Job Accountabilities • Assist in taking and entering/updating client data for loan application, loan documents and initiating the processing of the loan as requested by the loan originator(s). • Manage all documentation received and requested from the client. • Assist loan originator in marketing efforts including client database management. • Ensure full understanding and status of each loan in the loan originator(s) pipeline. • Ensure that 3rd parties (Realtors, attorneys, etc.) are kept up to date on the loan status as appropriate. • Monitor internal reports to ensure compliance requirements are met. Education Associate's Degree or equivalent combination of education and experience Business Required Experience 2-4 years Previous Mortgage support, Customer service and/or administrative background. Required In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $19.29 - $33.06 per hour
    $19.3-33.1 hourly Auto-Apply 60d+ ago
  • Community Development Mortgage Loan Officer

    Old National Bank 4.4company rating

    Milwaukee, WI job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. A unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Old National Bank has an opportunity for a Community Development Mortgage Loan Originator. This position will focus on Community Reinvestment Act (CRA) and Multicultural Originations. The Community Development Mortgage Loan Originator is responsible for generating residential mortgages to Low to Moderate Income (LMI) communities, majority-minority communities, LMI individuals and minority individuals (e.g. Black or African American, Hispanic, American Indian and Asian/Hawaiian/Pacific Islander). Salary Range The salary range for this position is $00.00 - $60,000 base/ plus commission per year. Final salary will be determined based on factors such as location, experience, skills and qualifications. Essential Duties: Originate mortgage loans to achieve production goals. Self-source loans through established referral partners, community organizations, housing agencies, local business leaders, realtors and other referral sources. Convert leads into applications, present personalized mortgage solutions, produce required disclosure and collect documents needed to satisfy loan conditions. Manage pipeline from origination through closing and complete required management reports. Consult with internal partners to ensure superior customer service delivery. Utilize ONB reference tools and resources to provide accurate and up-to-date loan information to customers and business partners. Promote home ownership focusing on properties located in majority-minority census tracts. Coordinate and conduct home-buying training seminars for potential CRA and multicultural origination mortgage applicants. Partner with community, non-profit and government agencies focused on affordable housing programs or minority communities. Qualifications: 3-5 years of experience in the area of community and diversity mortgage loan origination. Working knowledge of FHA, conventional and governmental lending guidelines; federal lending regulations; CRA, Multicultural and HUD income guidelines. Must have competent computer skills. Must have strong verbal and written communication skills. Must have competent skills in organizational and time management along with the ability to multi-task. Licenses/Certifications: must be eligible to register with the National Mortgage Licensing System and Registry (NMLS) Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $40k-48k yearly est. Auto-Apply 1d ago
  • Customer Experience Banker Part-Time 30-35 hours - Oak Creek

    Huntington 4.4company rating

    Oak Creek, WI job

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in understanding and educating customers on consumer deposit products. Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: 1 year or more in customer service in banking, financial services or goal driven retail sales. Cash handling skills. Comfort with technology such as mobile services and online banking services. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $39k-53k yearly est. Auto-Apply 10d ago
  • Treasury & Payment Solution - Treasury Portfolio Manager

    BMO Harris Bank 4.1company rating

    Milwaukee, WI job

    Application Deadline: 01/02/2026 Address: 790 N Water Street Job Family Group: Commercial Sales & Service Applies consultative sales and relationship management practices to generate leads and close sales of treasury management and payment solutions for new and existing clients while ensuring regulatory compliance. Monitors implementation activities to ensure alignment with timelines. Provides tailored treasury management solutions and optimizes sales processes through continuous process improvements to enhance client experiences and business outcomes. Manages sales processes, client engagement and outcomes. Manages client sales inquiries related to product offerings, pricing, and implementation, ensuring clear communication and timely responses to facilitate the sales process. Conducts sales discussions, introducing innovative products and services, sharing insights on industry trends, and fostering proactive client engagement. Handles the Client Management Process (CMP) by identifying client needs, building relationships, and driving acquisition strategies to grow the client portfolio. Analyses trends in overdrawn accounts to identify compliance risks, implementing escalation procedures in line with company directives. Resolves document exceptions and maturity report discrepancies, ensuring record accuracy and addressing potential issues. Coordinates client implementation activities ensuring implementation activities are aligned with timelines and outcomes. Provides guidance on treasury management solutions, helping clients optimize cash flow and enhance liquidity management. Attends industry forums and community events, enhancing the Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Analyzes client and industry data to inform customized client solution strategies that includes optimizing management of working capital. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Builds advocacy and adoption of the suite of industry leading NA TPS digital products & solutions. Supports implementation activities, including documentation, pricing, and project timelines ensuring timely delivery and continuous process improvements. Ensures adherence to regulatory requirements, internal controls, and compliance, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: 4 - 6 years of relevant experience in treasury management, financial operations or risk management in a corporate or banking environment is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. Technical proficiency gained through education and/or business experience. Advanced level of proficiency: Treasury Management Cash Management Payment Technologies Financial Analysis Risk Assessment Quality Assurance Auditing Regulatory Compliance Data Analysis Reporting Problem Solving Time Management Detail-Oriented Salary: $51,800.00 - $95,900.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $51.8k-95.9k yearly Auto-Apply 7d ago
  • Banker

    Associated Bank 4.6company rating

    Associated Bank job in Waukegan, IL

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Role Summary Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience, complete banker certification, and advance within our organization. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. Key Accountabilities Deliver outstanding customer service by efficiently processing transactions and addressing customer needs. Identify opportunities to recommend products and services that support customers' financial wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions. Support the operational integrity and compliance of the branch, adhering to all policies and regulations. Participate in the Banker Roadmap program, completing training milestones and certification requirements. Educate customers on digital banking options and demonstrate tools that enhance their banking experience. Promote bank offerings and engage prospective customers through community and in-store outreach. Education & Experience Required High school diploma or equivalent combination of education and experience Up to 2 years of customer-facing sales and/or service experience Preferred Experience in banking, financial services, or retail sales Why You'll Love Working Here At Associated Bank, we're committed to helping you grow-personally and professionally. You'll receive comprehensive training, hands-on experience, and mentorship to guide your career path. We foster a supportive, team-driven culture where your contributions make a real difference. Apply today to start your journey toward a rewarding career with Associated Bank! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $17.00 - $27.58 per hour
    $17-27.6 hourly Auto-Apply 38d ago
  • Area Customer Experience Specialist - Milwaukee

    Huntington National Bank 4.4company rating

    Milwaukee, WI job

    As an Area Customer Experience Specialist (ACES), you will provide a best-in-class experience to both customers and colleagues, supporting branches within a region during their time of need. Providing multi-branch support helps you to gain additional experience and exposure to customer interactions that will enhance your knowledge and skills and allow you to be an excellent resource for branch colleagues across the region. Colleagues on the ACES team will have the opportunity to travel between local branches and will need to be adaptable to work in different locations that can change daily. Dependability is a key component of the role and colleagues on the ACES team must have access to reliable transportation to facilitate working in multiple branches. ACES will be culture carriers, creating impact into each branch that they visit. One of the many benefits of this role includes having a dedicated centralized leadership team that provides consistent coaching and skill development to help progress colleagues in their career. An Area Customer Experience Specialist is a financial concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently to provide exemplary customer service while educating customers on bank products, services and technology. In addition, an Area Customer Experience Specialist is also a resource to support colleagues in a branch helping to provide consistent and seamless experiences. Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. Duties & Responsibilities: Responsible for providing coverage in all aspects of branch banking including customer transactions, servicing customer needs and identifying opportunities to provide advice and guidance helping people along their financial journey and referring customers to other areas of the bank, as needed. Process customer transactions accurately and efficiently maintaining proper cash controls and balancing daily. Provide excellent customer service and effectively resolve customer issues. Educate customers on deposits, loans and provide support for any service or account maintenance issues Strong comfort level with technology educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) to bank conveniently and manage their money. Adhere to all operational, security, risk and regulatory policies and procedures. NMLS licensing available as part of career development Notary licensing preferred. Be dependable and adaptable traveling to multiple branch locations throughout the week Perform other duties as assigned. Basic Qualifications: High School Diploma or GED Minimum of 1 year customer service and branch banking experience. Preferred Qualifications: Bachelor's degree Cash Handling Career minded individuals that want to join an organization where they can gain experience and build a career. Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills. Military service in administration, contracting, civil affairs or similar roles Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $31k-35k yearly est. Auto-Apply 60d+ ago
  • Treasury Mgmt Prod Cnlst, Sr

    Old National Bank 4.4company rating

    Milwaukee, WI job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Product Consultant: Commercial Cards will serve as the subject matter expert for the bank's commercial credit cards, aiding with new sales and primarily responsible for portfolio optimization processes. This position will work with the Card product management team to review program performance, partnering with Treasury Management sales representatives to provide clients with strategic roadmaps to increase card usage. As an extension of sales, this position will be responsible for identifying requirements to enhance the card product and will be responsible for revenue growth for the solution. Salary Range The salary range for this position is $98,400 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Key Accountability 1: Sales Process Assistance Assists sales team with technical needs during sales consultation process, attending calls or WebEx meetings as requested. Maintains extensive knowledge of capabilities for commercial credit card offerings and ancillary features. Serves as SME on complex implementations for assigned services. Knowledgeable of broader features and capabilities in Treasury Management and able to pull in other SMEs as appropriate. Key Accountability 2: Portfolio Optimization Analyzes current card portfolio to identify opportunities to increase card utilization. Partners with Treasury Management sales to propose strategies to increase card program utilization. Utilizes vendor matching tools to find opportunities to expand card use. Key Accountability 3: Profitability & Growth Responsible for growth of spend volume and profitability for existing portfolio. Monitors existing rebate and reward programs, making recommendation to adjust when profitability criteria are not met. Key Competencies for Position Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value Makes Decisions & Solves Problems - Seeks deeper understanding and takes action Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency Collaborates and seeks to understands the root causes of problems Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time Takes action that is consistent with available facts, constraints and probable consequence Compelling Communication - Openly and effectively communicates with others Effectively and transparently shares information and ideas with others Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain Unites others towards common goal Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction Strategy in Action - Build your strategic mindset capability Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal Actively seeks to understand factors and trends that may influence role Anticipates risk and develop contingency plans to manage risks Identified opportunities for improvement and seeks insights from other sources to generate potential solutions Aligns activities to meet individual, team and organizational goals Product Consultant roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: previous Commercial Card experience, depth and breadth of previous or current institution size - the same role for many years or a variety of roles in the same space over a number of years, skills, knowledge, previous performance and success factors, proven ability to achieve sales targets year over year, education/certification, length of time in Treasury Management industry and Corporate Credit Cart similar growth to existing portfolios. Key Measures of Success/Key Deliverables Favorable new sales production metrics Favorable portfolio growth metrics Feedback from sales team partners Qualifications and Education Requirements Bachelor's degree in Business, Finance, Communications or related field or HS diploma/GED with equivalent experience; advanced degree preferred. 5+ years of experience in Treasury Management Product Management, specifically Commercial Cards strongly preferred Experience in financial services, ideally in Commercial products and services Ability to successfully collaborate with cross-functional teams made up of business line stakeholders, user experience, sales, technology, operations, customer service, risk management, legal/compliance, and data teams Great attention to detail, thoroughness, and soundness in written documentation as well as in the analytical review of data Comfortable operating in a change driven environment Ability to build relationships with business line partners, stakeholders, technology leadership, and external partners Anticipates, identifies, and articulates potential issues and opportunities and effectively responds Proven ability to manage processes improvement initiatives to optimize effectiveness and efficiencies --- identifying existing, enhancing for improvement, and implementing new processes Demonstrated ability to develop, consult and execute short-term and long-term strategies related to effective and flexible use of people, systems, structures, processes. Demonstrated ability to translate complex, technical concepts so that they are clearly understood in support of sound decisions to meet business objectives. Manage and optimize the end-to-end product cycle to reduce overall fulfillment timeline and to ensure actions items are completed on time and on budget. May develop training materials and perform training sessions, as needed, for internal team members as it relates to product management initiatives. Excellent organizational skills are required, including the capacity to effectively manage multiple tasks and priorities while consistently achieving desired outcomes. Demonstrated proficiency and efficacy as an end-to-end problem solver (defining problems, structuring, and building quantitative / qualitative analysis, etc.) to operationalize the business strategy effectively Best in class communication, storytelling, and presentation skills. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team. We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $54k-63k yearly est. Auto-Apply 1d ago
  • Treasury Management Alst

    Old National Bank 4.4company rating

    Milwaukee, WI job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Treasury Management Analyst (TMA) role that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team). Key Accountabilities * Partner with assigned TM Consultants in all aspects of the sales process * Proficiency in knowledge of all TM solutions and their benefits to our clients * Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process. * Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas. * Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends. * Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities. * Will serve as quality control of current client charges to identify and resolve revenue leakage. * Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc. * Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy * Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. * Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external) * Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually. * Work jointly with cross-functional team and assist in overall solution development and value proposition. * Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations. * Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. * Ensure complete client satisfaction through proactive partnership and providing timely responses to requests. * Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests. * Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions) * Periodic travel required for training, internal and external sales meetings. * Other duties as requested. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others: * Effectively and transparently shares information and ideas with others * Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain * Unites others towards common goal * Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction Develops Talent - Strengthen your abilities for today and beyond: * You Own You - you own your development and career * Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior * Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs * Continuously develops self for current and future roles Makes Decisions & Solves Problems - Seeks deeper understanding and acts: * Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency * Collaborates and seeks to understand the root causes of problems * Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time * Takes action that is consistent with available facts, constraints and probable consequence Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience: * Passionately serves internal/external clients with excellence * Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally * Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team * Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value Qualifications and Education Requirements * BS/BA degree in Business/Finance or equivalent education & experience * Comprehensive knowledge of Treasury Management products and services * An understanding of the TM sales process; sales, implementation & service functions * Ability to work under minimal supervision, and work well under pressure. * Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks. * Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally. * Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles. * Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems * Demonstrated willingness to learn, implement feedback, and take action. * Ability to develop strong working relationships with clients and associates. * Demonstrated client service experience required (phone and face-to-face) * Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment. Preferred Qualifications: * Certified Treasury Professional Designation (CTP) * Accredited ACH Professional Designation (AAP) * 2-5 year's banking experience * 1 year TM Operations, Training, and/or Implementation Experience * 2 years sales experience; interest in consultant career path * Ability to interpret and analyze Financial Statements Salary Range The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: * Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales * Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients * Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service * Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) * Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures * Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center * Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated * Traveling to and presenting/actively engaging at client sites * Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking) Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $18.8 hourly Auto-Apply 60d+ ago
  • Commercial Banking Spec II

    Old National Bank 4.4company rating

    Milwaukee, WI job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Salary Range The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Assists with Loan Process Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. Reviews and manages open applications in LOS for assigned RMs. During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). Coordinates loan closings and attends loan closings to perform Notary services if necessary Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Depository Process Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Sales Support and Administrative Needs Conducts research and organizes outreach for business development activities. Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. Understands and complies with all applicable compliance rules and regulations. Assists with Portfolio and Credit Administration Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. Tracks upcoming loan maturities and contacts clients to request financial information as needed. Assists in clearing past due financials, post-closing exceptions, and trailing documents. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Promotes Change - Seeks to understand and embrace change. Actively seeks, information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance. Qualifications and Education Requirements Associate degree in administrative services/business or equivalent experience required. Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes. Strong working knowledge of Microsoft Word and Excel. Focus on providing excellent service to RMs, Clients and Bank Partners. Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. Ability to communicate with clients and key decision makers effectively and independently. Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker. Appropriate attention to detail and organizational skills. Able to adapt and manage changing priorities and deadlines. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Key Measures of Success/Key Deliverables · High level of service to RMs and external clients. · Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $18.3 hourly Auto-Apply 27d ago

Learn more about Associated Bank jobs

Most common locations at Associated Bank