At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a full time Human Resources Manager to join our Human Resources team.
Manage all HR operations for the Bank. Ensure benefits, HR programs and policies are efficient, effective and in compliance with applicable employment laws.
Duties and Responsibilities:
Manage all areas of HR including Staffing, payroll, benefits, employee relations, performance management programs, and recruiting.
Conduct HR staff performance reviews.
Review Benefit plan documents for accuracy and gain an understanding of plan design details. Assist Benefit Administrator in distribution of materials and benefit communications to employees, working with Benefit vendors as necessary.
Ensure HR processes and policies are in line with current employment legislation. Review practices regularly for compliance and update accordingly.
Change/Develop new HR policies/programs and streamline processes where possible based on business needs.
Employee relations and problem solving with managers.
Ensure clear, thorough employee communications (forms, announcements, policies) from HR department.
Ensure all job descriptions are up to date and compliant with all local, state, and federal regulations
Manage and maintain the HR system (ADP) and other technologies used by the department, manage upgrades, training, security, and procedures that ensure data integrity. Create/run reports.
Assure a well-trained, efficient HR staff, using open communications and fostering a team environment.
Any other duties as assigned.
Requirements:
Bachelor's degree preferred
ADP experience preferred
3-5 years HR experience required
Effective verbal and written communication skills
High degree of confidentiality
Proficient computer skills (Word, Excel, e-mail, and HR system management experience is required)
Critical Competencies:
Accuracy
Confidentiality
Communication
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************
$60k-89k yearly est. 6d ago
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Business Banking Portfolio Manager
Citizens Bank-Wi 4.2
Citizens Bank-Wi job in Mukwonago, WI
Job Description
This position is responsible for retention and expansion of existing commercial customer relationships. Primary responsibilities include: cultivating relationships within the existing, assigned, portfolio; analyzing new and maturing loan requests (including adherence to loan policy); recommending loan structure; collecting financial statements; and identifying cross selling/referral opportunities of deposits, Treasury Management, Insurance, Investments, mortgage loans, and consumer loans.
Hours: Monday - Friday 8am-5pm, flexibility required to meet customer needs.
*Hours may vary based on business needs.
Essential Duties and Responsibilities:
Cultivate relationships within an existing, assigned, portfolio of business banking customers focusing on retention and expansion of the relationships.
Manage due diligence and communication with new and existing customer loan requests.
Conduct a high-level analysis of commercial loan requests and recommend structure.
Manage the maturing loans by working with the customer and the credit department.
Ensure the portfolio administration and risk management of each customer relationship within assigned portfolio is in compliance with established Citizens Bank policies, procedures, and business strategy as well as regulatory guidelines.
Provide advice to customers regarding trends and conditions of the business environment, capital markets, and general banking trends, when necessary.
Monitor loan repayment activities and financial condition of borrowing customers. Take preliminary steps to collect past due payments.
Assume overall responsibility for the credit quality of the assigned loan portfolio.
Participate in the bank's loan approval process, presenting to Loan Committee and/or the Board of Directors.
Responsible for identifying cross-selling opportunities for all bank products including deposits, Treasury Management, Insurance, Investments, mortgage loans, and consumer loans.
Participate in networking activities within community, trade organizations and business functions to ensure a positive image for the bank.
Any other duties as assigned.
Requirements:
High school diploma or GED required.
Bachelor's degree in finance, Accounting or Business Administration preferred.
A minimum of 2 years of experience in a bank and/or lending setting.
Knowledge of standard corporate structures and commercial underwriting and lending practices preferred.
Strong analytical and financial modeling skills.
Ability to cross-sell banking and other financial services products.
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism.
Strong verbal and written communication skills.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
Critical Competencies:
Customer Service Excellence
Relationship Selling
Communication
Organization
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************
$77k-138k yearly est. 14d ago
Customer Support Representative
Citizens Bank 3.7
Mukwonago, WI job
The Customer Support Representative handles all customer calls that come into the Bank needing support for their accounts and services. The Customer Support Representatives provide account support for both business and consumer customers on deposit accounts and loans. The Customer Support Representative's primary responsibilities include account maintenance, reconciling and researching accounts, debit card maintenance and electronic banking support. In addition the Customer Support Representative is responsible for recognizing customer needs and cross-selling products and services that align with their customer's financial goals.
Business Hours:
Monday - Friday 8am-5:30pm, Saturday 9am-1pm
Typically 38-40 hours per week.
*Hours may vary based on business needs and may change at any time
Essential Duties and Responsibilities:
Listen effectively to customers' requests and promptly take the necessary action to assist them.
Effectively cross sell bank products and services
Educate customers on utilizing bank products and services
Escalate issues immediately and take necessary steps to prevent and/or minimize loss to the bank and/or the customer
Take the initiative to follow-up, escalate or seek additional resources to ensure customer satisfaction
Adapt to the concepts and procedures, notifying management when additional training is needed on product and service knowledge
Any other duties as assigned
Requirements:
High School Diploma or GED
2+ years of Personal Banking experience required
Knowledge of banking products and services including loans
Call center experience preferred
Strong verbal communication skills
Ability to cross sell products and services
Ability to multitask
Critical Competencies:
Customer Service Excellence
Communication
Listening Skills
Confidentiality
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$35k-39k yearly est. Auto-Apply 8d ago
Business Systems Coordinator
Citizens Bank 3.7
Waukesha, WI job
This position is responsible for supporting, maintaining, and improving the bank's commercial lending software. This role will act as the bank's main administrator while supporting operational and strategic goals.
Duties and Responsibilities:
Act as main commercial lending software administrator and be main contact for case management for future enhancements and process improvement efforts.
Develop and maintain process documentation and training materials
Analyze data to identify trends, inefficiencies, and areas for improvement
Provide support and guidance to stakeholders during process changes
Communicate process changes and results to key stakeholders
Develop and maintain strong relationships with stakeholders to ensure successful adoption of process improvements
Create process improvement documentation, including process maps, user manuals and training materials
Collaborate with IT and other departments to ensure successful implementation of process improvement initiatives
Assist with testing new systems and processes
Monitor and report on process performance
Any other duties as assigned.
Requirements:
High School diploma or equivalent required.
Bachelor's degree in Business Administration, Information Systems, Computer Science, or a related field (or equivalent experience).
2-4 years of experience supporting business systems or applications.
Strong analytical, organizational, communication, and problem-solving skills.
Understanding of business process mapping and documentation preferred.
Must comply with applicable laws and regulations, including but not limited to, Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT Act) and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
Critical Competencies:
Communication
Organization
Problem Solving
Attention to detail
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$82k-100k yearly est. Auto-Apply 8d ago
Payroll and Benefits Specialist
Citizens Bank 3.7
Mukwonago, WI job
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a full time Payroll and Benefits Specialist to join our Human Resources team.
The purpose of this position is to ensure the accurate and effective administration of employee payroll and benefits. This position is responsible for preparing, disbursing, maintaining, and reviewing payroll, salary adjustments, payroll taxes, and year-end process as well as acting as administrator on all employee benefit plans.
Hours: Monday - Friday 8:15am-5pm
38-40 hours/week
Some flexibility may be allowed as long as the employee is able to effectively meet the responsibilities of the job.
*Hours may change at any time based upon business needs
Essential duties and responsibilities:
Administer all payroll processing, payroll tax filing and benefit programs, including medical, dental, vision, long term disability, flexible spending, paid leave, 401k and ESOP.
Ensure that all hourly and salary changes, payroll deductions, taxes, and garnishments are accurate and timely.
Prepare and maintain time and attendance records for payroll input, ensuring compliance with federal, state and local payroll, wage and hour laws and best practices.
Ensure that all deduction codes, and leave codes are updated as needed and are functioning appropriately in ADP.
Participate in annual benefit renewal meetings with brokers and coordinates presentations to staff.
Accurately reconcile the monthly benefit invoices from the benefit carriers.
Maintain benefit records and documents necessary for implementing benefit coverage.
Maintain and distribute plan documents and employee communications relating to benefits.
Oversee use of time off, including FMLA and other leaves of absence.
Assure compliance with all legal requirements of various payroll and employee benefit programs (ERISA, COBRA, HIPAA, FMLA, IRS Code Section 125, FLSA, etc.), and preparation and filing of required legal reports.
Ensure all quarter and year-end tax deadlines and procedures are followed timely and accurately.
Administer the company's 401(k) and ESOP plans, serving as the primary point of contact for the employees.
Complete the annual non-discrimination testing for 401(k) and Section 125 plans, providing information to auditors as required; producing, reconciling and uploading payroll contributions to 401(k) provider according to applicable laws; maintaining records of 401(k) advisory committee meetings.
Verify and update the accumulation and use of vacation, holidays, sick days and miscellaneous other leave categories in the payroll system.
Responsible for running payroll reports, maintaining payroll general ledger accounts, and reconciling bank statements.
Ensure proper calculation of final pay and benefits deductions for terminated employees.
Manage and oversee all Workers Compensation claims and COBRA continuation.
Review and facilitates processing of annual W2 and 1094/1095 forms with ADP.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
Any other duties as assigned.
Requirements:
Bachelor's degree in Accounting, Business Administration, Human Resources, or related field preferred
Three to five years of related experience required.
Accounting and GL experience preferred
Benefit administration background preferred
Extensive knowledge of the payroll function including preparation, balancing, internal control, and payroll taxes
Excellent organizational skills and attention to detail.
Strong analytical and problem-solving skills.
Proficient with Microsoft Office Suite or related software.
Proficient with payroll software, ADP strongly desired
Critical competencies:
Accuracy
Confidentiality
Collaboration
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************
$44k-54k yearly est. Auto-Apply 60d+ ago
Building Maintenance Technician
Citizens Bank 3.7
Mukwonago, WI job
The Building Maintenance Technician is responsible for performing regular and emergency repairs to keep all building's systems, structures and grounds in safe, good working order.
Hours:
40 hours/week
Monday - Friday 7am-4pm
May require evenings and weekends as needed for emergencies or special projects
*Hours may vary based on business needs
Duties and Responsibilities:
Perform routine maintenance and repairs on mechanical, electrical, and plumbing systems. This includes but is not limited to changing light bulbs, fixing leaks, and inspecting equipment.
Perform a wide range of repairs, which may include carpentry, painting, drywall, and light masonry work.
Respond promptly to maintenance requests and emergency repair situations.
Maintain grounds and common areas as needed.
Always ensure compliance with safety codes and security.
Coordinate with outside contractors and vendors as required.
Back up to courier.
Any other duties as assigned.
Requirements:
High School diploma or equivalent required.
Valid Wisconsin drivers license.
1-3 years' experience in minor mechanical/electrical repairs and building maintenance preferred.
Must comply with applicable laws and regulations, including but not limited to, Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT Act) and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
Critical Competencies:
Multitask
Prioritize
Problem solving
Time management
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************
$49k-58k yearly est. Auto-Apply 9d ago
Personal Banker
Citizens Bank 3.7
Big Bend, WI job
Hours/Schedule*:
Business Hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm
38-40 hours/week
*Hours may change at any time based upon business needs
Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.
Essential duties and responsibilities:
Represents the Bank to customers in a courteous, professional manner
Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer's needs
Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier's checks
Answers the phone and assists customers as needed
Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
Assists customers with account inquiries
Processes wire transfers
Processes changes of address
Processes stop payments
Unlocks and resets digital banking access
Processes CD deposits and batching
Processes account status changes
Enrolls Good Life Club members
Redeems savings bonds
Assists customer in balancing accounts
Orders customer checks
Creates new CIFs
Purchases and redeems foreign currency
Any and all other duties as assigned
These additional duties may be assigned based upon branch needs:
Safe Deposit Box access
Vault authority
Override authority
Safe Deposit Box rentals
Opening and maintaining IRA and HSA accounts
Notary services
Critical Competencies:
Accuracy
Customer Service Excellence
Relationship Selling
Teamwork
Requirements:
High School Diploma or GED required
1-2 years of related experience in banking required
Vault experience preferred
Personal banking experience preferred
High level of professionalism
Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
Professional communication skills
High level of confidentiality
Excellent organizational skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$28k-33k yearly est. Auto-Apply 49d ago
Teller
Citizens Bank-Wi 4.2
Citizens Bank-Wi job in Big Bend, WI
Job Description
Hours/Schedule:
Business hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm
38-40 hours/week
*Hours may change at any time based upon business needs
Description:
Responsible for handling basic transactions for customers in a friendly and efficient manner, in conformance with the established policies and procedures. Also responsible for maintaining and balancing a teller window, providing high quality customer service and cross selling Bank products and services.
Essential duties and responsibilities:
Represents the Bank to customers in a courteous, professional manner
Processes transactions in an enthusiastic, courteous, and prompt manner in conformance with policies and procedures
Provides customers with outstanding service
Cross sells Bank products to customers
Maintains and balances a teller drawer
Views basic account history and answers account questions
Processes Vertex transactions including but not limited to deposits, withdrawals, loan payments, check cashing, money orders, cashier's checks
Answers the phone and assists customers as needed
Processes check orders/reorders
Processes cash advances
Processes stop payments
Processes changes of address
Processes coin orders
Processes wire transfers
Unlocks and resets digital banking access
Processes Add on CD deposits/batching
All other duties as assigned
These additional duties may be assigned based upon branch need:
Safe Deposit Box access
Vault
Override authority
Critical Competencies:
Accuracy
Customer Service Excellence
Teamwork
Requirements:
High School Diploma or GED required
Prior banking experience preferred
6 months or more related experience in customer service and cash handling required
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
High level of professionalism
Basic computer skills, using Word, Excel, Internet, e-mail, and other date or software programs and applications
Professional communication skills
High level of confidentiality
Excellent organizational skills
Accuracy
Teamwork
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************
$29k-35k yearly est. 19d ago
Compliance Specialist
Citizens Bank-Wi 4.2
Citizens Bank-Wi job in Big Bend, WI
Job Description
Assist the Compliance Officer in overseeing the bank's compliance management system in relation to deposit products and services. This includes monitoring, auditing, training and acting as a resource for business line managers to ensure compliance with state and federal regulations and the bank's policies and procedures.
Hours: Monday - Friday 8:15am-5pm
38-40 hours/week
*Hours may change at any time based on business needs
Duties and Responsibilities:
Conduct comprehensive compliance reviews and internal testing of deposit regulations including TISA, Reg E, Reg CC, etc.
Test lending regulations including TRID, Flood, RESPA, etc.
Prepare detailed reports of audit findings, presenting any irregularities or exceptions to the Compliance Officer for the final review before submission to the Business Line owners, Compliance Committee and Senior Management.
Liaison with external auditors/examiners to provide needed documentation and assist with
Participate in the Bank's internal deposit compliance training program.
Act as resource to team members in regulatory deposit compliance areas.
Collaborate effectively with business line team members to meet common goals and ensure compliance of the bank's deposit products and services.
Non Essential Duties and Responsibilities:
Assist with loan compliance audits as needed by CO and Loan Compliance Specialist.
Lead or assist in projects as assigned to help implement deposit products and necessary regulatory changes within current products.
Assist in training team members as needed in regulatory compliance areas.
Any other duties as assigned.
Requirements:
High School Diploma or equivalent required
Associate's degree (A. A.) or equivalent from two-year college or technical school; or one to three years related experience and/or training; or equivalent combination of education and experience required
Ability to read, research, and interpret regulations
Knowledge of State and Federal regulations in the deposits and lending areas
Acts in accordance with the Bank's Service Excellence model
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
Critical Competencies:
Accountability
Communication - Oral and Written
Problem solving
Accuracy
Communication
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$45k-65k yearly est. 22d ago
Financial Sales Manager (Branch Manager)
First Citizens Bank 4.8
Hartland, WI job
This position manages sales efforts and associates in a branch location and oversees branch operations, with the support of an operations specialist. The role primarily engages in outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services.
#LI-NC1
Responsibilities
Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners, other managers or team
Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.
"This position may be filled as a Financial Sales Manager II based on the skills and experience of the selected candidate."
Qualifications
Bachelor's Degree and 2 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 6 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory
License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of business banking products and services, Business development, Networking and building centers of influence
Preferred Qualifications:
Understanding of retail banking products and services.
Ability to network and build centers of influence.
Business Development
Ability to identify, think through and solve problems accurately and efficiently.
Treasury Management Knowledge
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
#LI-NC1
$101k-156k yearly est. 26d ago
Commercial Loan Servicing Associate I
Citizens Bank 3.7
Waukesha, WI job
The Commercial Loan Servicing Associate I provides accurate, timely servicing of commercial loan files throughout the life of the loan, ensuring compliance with loan agreements and internal policies. This role supports lenders and customers while helping maintain portfolio integrity, operational efficiency, and customer satisfaction.
Duties and Responsibilities:
Monitor and maintain participation loans
Process draw requests
Monitor and maintain Insurance
Monitor and maintain Flood portfolio
Process various requests that come through CRM (Synapsis) such as payment requests, error resolutions, payoff requests, tax form copies, etc.
Perform post-closing audits on loan files
Deliver high-quality customer service by resolving inquiries through inbound calls and secure messaging within the Banno online banking system.
Any other duties as assigned.
Requirements:
High School diploma or equivalent required.
Associates degree in Finance, Business, Accounting ,or related field preferred.
1-3 years of experience in commercial loan servicing, banking operations, or loan administration.
Knowledge of commercial loan porducts
Proficient use of computers, MS Word, Outlook and Excel
Must be self-motivated and work in a team environment
Ability to multitask, prioritize and organize workflow
Strong attention to detail and a high degree of accuracy
Must comply with applicable laws and regulations, including but not limited to, Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT Act) and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
Critical Competencies:
Collaboration
Multitask
Accountability
Organization
Communication
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$30k-34k yearly est. Auto-Apply 8d ago
Business Systems Coordinator
Citizens Bank 3.7
Waukesha, WI job
This position is responsible for supporting, maintaining, and improving the bank's commercial lending software. This role will act as the bank's main administrator while supporting operational and strategic goals.
Duties and Responsibilities:
Act as main commercial lending software administrator and be main contact for case management for future enhancements and process improvement efforts.
Develop and maintain process documentation and training materials
Analyze data to identify trends, inefficiencies, and areas for improvement
Provide support and guidance to stakeholders during process changes
Communicate process changes and results to key stakeholders
Develop and maintain strong relationships with stakeholders to ensure successful adoption of process improvements
Create process improvement documentation, including process maps, user manuals and training materials
Collaborate with IT and other departments to ensure successful implementation of process improvement initiatives
Assist with testing new systems and processes
Monitor and report on process performance
Any other duties as assigned.
Requirements:
High School diploma or equivalent required.
Bachelor's degree in Business Administration, Information Systems, Computer Science, or a related field (or equivalent experience).
2-4 years of experience supporting business systems or applications.
Strong analytical, organizational, communication, and problem-solving skills.
Understanding of business process mapping and documentation preferred.
Must comply with applicable laws and regulations, including but not limited to, Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT Act) and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
Critical Competencies:
Communication
Organization
Problem Solving
Attention to detail
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$82k-100k yearly est. Auto-Apply 9d ago
Digital Banking Specialist
Citizens Bank 3.7
Mukwonago, WI job
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a Digital Banking Specialist to join our Electronic Banking Operations team.
Description:
Provide professional support to both internal and external customers in regards to all Digital Banking products.
Duties and Responsibilities:
Respond to emails and calls from customers or Bank staff on any Digital Banking product. Requests may include a wide variety of items, such as password resets, changes due to upgrades, system problems, date discrepancies, explanation of functionality, etc.
Place support calls to vendors when needed to fix or get answers to questions in regards to Digital Banking products.
Utilize the CRM system to track and resolve issues
Handle all communications with extreme confidentiality and privacy, including password and user name protection.
Provide authorizations for the setup of Apple, Samsung and Google Pay.
Provide administrative support for Digital Banking products, including Banno, Bill Pay, Cash Management, Remote Deposit Capture (RDC) and Zelle.
Setup Users for Cash Management: ACH and Wires, Positive Pay, and Remote Deposit Capture services.
Travel to customer locations to provide training on Cash Management: ACH and Wires, Positive Pay, and Remote Deposit Capture services.
Travel to customer locations to fix or replace RDC scanners or trouble shoot system issues.
Assist in keeping documented procedures for all Digital Banking products up to date.
On a daily, weekly, monthly or yearly basis, produce and review reports as required by the Digital Banking Department.
Stay current on Digital Banking products by reviewing documentation about those products as given by the Digital Banking Officer.
Scan and verify documents uploaded into Synergy by the Digital Banking area.
Recognize opportunities for business services referrals.
Assist in fraud prevention, education, and mitigation.
Non-Essential Duties:
Assist Digital Banking Officer in testing new products when requested.
Assist in tracking annual ACH Security Framework audits.
Any other duties as assigned.
Critical Competencies:
Accountability
Problem Solving
Communication
Job Knowledge
Customer Service Excellence
Requirements:
High school diploma or general education degree (GED) required
One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience
Current or prior experience preferred
Understanding and adherence to Bank policies and procedures as well as regulatory requirements
Excellent verbal and written communication skills
Must be able to prioritize simultaneous projects and meet deadlines in a very busy, fast paced environment
Demonstrate computer skills including:
Microsoft Office (Word, Excel, and Outlook and Bank software programs)
Internet usage and applications
Understanding of Jack Henry at an intermediate level
Experience with general office equipment
Excellent customer service skills
High accuracy in all work and attention to detail
High level of professionalism
Confidentiality
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$30k-38k yearly est. Auto-Apply 7d ago
Building Maintenance Technician
Citizens Bank-Wi 4.2
Citizens Bank-Wi job in Mukwonago, WI
Job Description
The Building Maintenance Technician is responsible for performing regular and emergency repairs to keep all building's systems, structures and grounds in safe, good working order.
Hours:
40 hours/week
Monday - Friday 7am-4pm
May require evenings and weekends as needed for emergencies or special projects
*Hours may vary based on business needs
Duties and Responsibilities:
Perform routine maintenance and repairs on mechanical, electrical, and plumbing systems. This includes but is not limited to changing light bulbs, fixing leaks, and inspecting equipment.
Perform a wide range of repairs, which may include carpentry, painting, drywall, and light masonry work.
Respond promptly to maintenance requests and emergency repair situations.
Maintain grounds and common areas as needed.
Always ensure compliance with safety codes and security.
Coordinate with outside contractors and vendors as required.
Back up to courier.
Any other duties as assigned.
Requirements:
High School diploma or equivalent required.
Valid Wisconsin drivers license.
1-3 years' experience in minor mechanical/electrical repairs and building maintenance preferred.
Must comply with applicable laws and regulations, including but not limited to, Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT Act) and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
Critical Competencies:
Multitask
Prioritize
Problem solving
Time management
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************
$41k-54k yearly est. 9d ago
Payroll and Benefits Specialist
Citizens Bank-Wi 4.2
Citizens Bank-Wi job in Mukwonago, WI
Job Description
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a full time Payroll and Benefits Specialist to join our Human Resources team.
The purpose of this position is to ensure the accurate and effective administration of employee payroll and benefits. This position is responsible for preparing, disbursing, maintaining, and reviewing payroll, salary adjustments, payroll taxes, and year-end process as well as acting as administrator on all employee benefit plans.
Hours: Monday - Friday 8:15am-5pm
38-40 hours/week
Some flexibility may be allowed as long as the employee is able to effectively meet the responsibilities of the job.
*Hours may change at any time based upon business needs
Essential duties and responsibilities:
Administer all payroll processing, payroll tax filing and benefit programs, including medical, dental, vision, long term disability, flexible spending, paid leave, 401k and ESOP.
Ensure that all hourly and salary changes, payroll deductions, taxes, and garnishments are accurate and timely.
Prepare and maintain time and attendance records for payroll input, ensuring compliance with federal, state and local payroll, wage and hour laws and best practices.
Ensure that all deduction codes, and leave codes are updated as needed and are functioning appropriately in ADP.
Participate in annual benefit renewal meetings with brokers and coordinates presentations to staff.
Accurately reconcile the monthly benefit invoices from the benefit carriers.
Maintain benefit records and documents necessary for implementing benefit coverage.
Maintain and distribute plan documents and employee communications relating to benefits.
Oversee use of time off, including FMLA and other leaves of absence.
Assure compliance with all legal requirements of various payroll and employee benefit programs (ERISA, COBRA, HIPAA, FMLA, IRS Code Section 125, FLSA, etc.), and preparation and filing of required legal reports.
Ensure all quarter and year-end tax deadlines and procedures are followed timely and accurately.
Administer the company's 401(k) and ESOP plans, serving as the primary point of contact for the employees.
Complete the annual non-discrimination testing for 401(k) and Section 125 plans, providing information to auditors as required; producing, reconciling and uploading payroll contributions to 401(k) provider according to applicable laws; maintaining records of 401(k) advisory committee meetings.
Verify and update the accumulation and use of vacation, holidays, sick days and miscellaneous other leave categories in the payroll system.
Responsible for running payroll reports, maintaining payroll general ledger accounts, and reconciling bank statements.
Ensure proper calculation of final pay and benefits deductions for terminated employees.
Manage and oversee all Workers Compensation claims and COBRA continuation.
Review and facilitates processing of annual W2 and 1094/1095 forms with ADP.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
Any other duties as assigned.
Requirements:
Bachelor's degree in Accounting, Business Administration, Human Resources, or related field preferred
Three to five years of related experience required.
Accounting and GL experience preferred
Benefit administration background preferred
Extensive knowledge of the payroll function including preparation, balancing, internal control, and payroll taxes
Excellent organizational skills and attention to detail.
Strong analytical and problem-solving skills.
Proficient with Microsoft Office Suite or related software.
Proficient with payroll software, ADP strongly desired
Critical competencies:
Accuracy
Confidentiality
Collaboration
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************
$44k-59k yearly est. 30d ago
Customer Support Representative
Citizens Bank 3.7
Mukwonago, WI job
The Customer Support Representative handles all customer calls that come into the Bank needing support for their accounts and services. The Customer Support Representatives provide account support for both business and consumer customers on deposit accounts and loans. The Customer Support Representative's primary responsibilities include account maintenance, reconciling and researching accounts, debit card maintenance and electronic banking support. In addition the Customer Support Representative is responsible for recognizing customer needs and cross-selling products and services that align with their customer's financial goals.
Business Hours:
Monday - Friday 8am-5:30pm, Saturday 9am-1pm
Typically 38-40 hours per week.
*Hours may vary based on business needs and may change at any time
Essential Duties and Responsibilities:
Listen effectively to customers' requests and promptly take the necessary action to assist them.
Effectively cross sell bank products and services
Educate customers on utilizing bank products and services
Escalate issues immediately and take necessary steps to prevent and/or minimize loss to the bank and/or the customer
Take the initiative to follow-up, escalate or seek additional resources to ensure customer satisfaction
Adapt to the concepts and procedures, notifying management when additional training is needed on product and service knowledge
Any other duties as assigned
Requirements:
High School Diploma or GED
2+ years of Personal Banking experience required
Knowledge of banking products and services including loans
Call center experience preferred
Strong verbal communication skills
Ability to cross sell products and services
Ability to multitask
Critical Competencies:
Customer Service Excellence
Communication
Listening Skills
Confidentiality
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$35k-39k yearly est. Auto-Apply 9d ago
Business Banking Portfolio Manager
Citizens Bank 3.7
Mukwonago, WI job
This position is responsible for retention and expansion of existing commercial customer relationships. Primary responsibilities include: cultivating relationships within the existing, assigned, portfolio; analyzing new and maturing loan requests (including adherence to loan policy); recommending loan structure; collecting financial statements; and identifying cross selling/referral opportunities of deposits, Treasury Management, Insurance, Investments, mortgage loans, and consumer loans.
Hours: Monday - Friday 8am-5pm, flexibility required to meet customer needs.
*Hours may vary based on business needs.
Essential Duties and Responsibilities:
Cultivate relationships within an existing, assigned, portfolio of business banking customers focusing on retention and expansion of the relationships.
Manage due diligence and communication with new and existing customer loan requests.
Conduct a high-level analysis of commercial loan requests and recommend structure.
Manage the maturing loans by working with the customer and the credit department.
Ensure the portfolio administration and risk management of each customer relationship within assigned portfolio is in compliance with established Citizens Bank policies, procedures, and business strategy as well as regulatory guidelines.
Provide advice to customers regarding trends and conditions of the business environment, capital markets, and general banking trends, when necessary.
Monitor loan repayment activities and financial condition of borrowing customers. Take preliminary steps to collect past due payments.
Assume overall responsibility for the credit quality of the assigned loan portfolio.
Participate in the bank's loan approval process, presenting to Loan Committee and/or the Board of Directors.
Responsible for identifying cross-selling opportunities for all bank products including deposits, Treasury Management, Insurance, Investments, mortgage loans, and consumer loans.
Participate in networking activities within community, trade organizations and business functions to ensure a positive image for the bank.
Any other duties as assigned.
Requirements:
High school diploma or GED required.
Bachelor's degree in finance, Accounting or Business Administration preferred.
A minimum of 2 years of experience in a bank and/or lending setting.
Knowledge of standard corporate structures and commercial underwriting and lending practices preferred.
Strong analytical and financial modeling skills.
Ability to cross-sell banking and other financial services products.
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism.
Strong verbal and written communication skills.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
Critical Competencies:
Customer Service Excellence
Relationship Selling
Communication
Organization
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************
$70k-110k yearly est. Auto-Apply 44d ago
Teller
Citizens Bank-Wi 4.2
Citizens Bank-Wi job in Big Bend, WI
Job Description
Hours/Schedule:
Business hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm
15-29 hours/week
*Hours may change at any time based upon business needs
Description:
Responsible for handling basic transactions for customers in a friendly and efficient manner, in conformance with the established policies and procedures. Also responsible for maintaining and balancing a teller window, providing high quality customer service and cross selling Bank products and services.
Essential duties and responsibilities:
Represents the Bank to customers in a courteous, professional manner
Processes transactions in an enthusiastic, courteous, and prompt manner in conformance with policies and procedures
Provides customers with outstanding service
Cross sells Bank products to customers
Maintains and balances a teller drawer
Views basic account history and answers account questions
Processes Vertex transactions including but not limited to deposits, withdrawals, loan payments, check cashing, money orders, cashier's checks
Answers the phone and assists customers as needed
Processes check orders/reorders
Processes cash advances
Processes stop payments
Processes changes of address
Processes coin orders
Processes wire transfers
Unlocks and resets digital banking access
Processes Add on CD deposits/batching
All other duties as assigned
These additional duties may be assigned based upon branch need:
Safe Deposit Box access
Vault
Override authority
Critical Competencies:
Accuracy
Customer Service Excellence
Teamwork
Requirements:
High School Diploma or GED required
Prior banking experience preferred
6 months or more related experience in customer service and cash handling required
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
High level of professionalism
Basic computer skills, using Word, Excel, Internet, e-mail, and other date or software programs and applications
Professional communication skills
High level of confidentiality
Excellent organizational skills
Accuracy
Teamwork
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at ********************************************************************************************
$29k-35k yearly est. 16d ago
Commercial Loan Servicing Associate I
Citizens Bank 3.7
Waukesha, WI job
The Commercial Loan Servicing Associate I provides accurate, timely servicing of commercial loan files throughout the life of the loan, ensuring compliance with loan agreements and internal policies. This role supports lenders and customers while helping maintain portfolio integrity, operational efficiency, and customer satisfaction.
Duties and Responsibilities:
Monitor and maintain participation loans
Process draw requests
Monitor and maintain Insurance
Monitor and maintain Flood portfolio
Process various requests that come through CRM (Synapsis) such as payment requests, error resolutions, payoff requests, tax form copies, etc.
Perform post-closing audits on loan files
Deliver high-quality customer service by resolving inquiries through inbound calls and secure messaging within the Banno online banking system.
Any other duties as assigned.
Requirements:
High School diploma or equivalent required.
Associates degree in Finance, Business, Accounting ,or related field preferred.
1-3 years of experience in commercial loan servicing, banking operations, or loan administration.
Knowledge of commercial loan porducts
Proficient use of computers, MS Word, Outlook and Excel
Must be self-motivated and work in a team environment
Ability to multitask, prioritize and organize workflow
Strong attention to detail and a high degree of accuracy
Must comply with applicable laws and regulations, including but not limited to, Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT Act) and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
Critical Competencies:
Collaboration
Multitask
Accountability
Organization
Communication
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$30k-34k yearly est. Auto-Apply 9d ago
Business Banker
Citizens Bank 3.7
Mukwonago, WI job
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team.
HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs
*Hours may vary based on business needs
Description: Responsible for developing and maintaining long term customer relationships with commercial customers.
Essential duties and responsibilities:
Developing and maintaining long term customer relationships that generate loans, deposits and fee income
Negotiating commercial loan terms that are consistent with internal credit standards
Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs
Working closely with the Commercial Credit Department to create credit presentations
Presenting customer financial information to relevant committees
Cross selling all relevant bank products and services to commercial customers
Effectively managing loan portfolio
Any other duties as assigned.
Requirements:
High School Diploma or GED required
Bachelor's degree preferred
5+ years Commercial Lending experience
Ability to cross sell banking and other financial services products
Extensive knowledge of standard commercial lending practices
Banking experience and knowledge of bank systems & practices preferred
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism
Strong verbal and written communication skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
Zippia gives an in-depth look into the details of Citizens Bank - NM, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Citizens Bank - NM. The employee data is based on information from people who have self-reported their past or current employments at Citizens Bank - NM. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Citizens Bank - NM. The data presented on this page does not represent the view of Citizens Bank - NM and its employees or that of Zippia.
Citizens Bank - NM may also be known as or be related to L. Smith (1911-1932) Smith & Son's Market (1932–1952) Smith's Super Market (1952-1997) and Citizens Bank - NM.