At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
Provides operational support to bank personnel in deposit application systems related to Business Online Banking and any ancillary services. Includes data entry and research as well as creative problem solving.
As a Business Digital Banking Specialist, you will:
Provide operational support and troubleshooting to internal customers in deposit system applications including maintaining accurate product, service, and account data on core processing systems.
Process and provide operational support for daily electronic transactions and products including Business Online Banking and any ancillary services.
Provide necessary reporting to bank management.
Review daily reports to identify and correct possible errors or omission issues.
Identify and suggest process improvements for daily tasks and department functions.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
High School diploma or equivalent required
Minimum of 1 year of digital banking experience.
Minimum of 1 year of administrative experience.
Excellent attention to detail and accuracy.
Strong organizational and time management skills.
Knowledge of treasury management products and services preferred.
Detail-oriented with the ability to manage multiple tasks simultaneously
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$30k-39k yearly est. 2d ago
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Banker
Associated Bank-Corp 4.6
Finance associate job in Manitowoc, 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.
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,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand 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,LinkedInandX.
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 you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
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 - $28.96 per hour
$17-29 hourly 3d ago
Associate Chancellor for Finance and Strategy
University of Wisconsin Stout 4.0
Finance associate job in Oshkosh, WI
Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.
Position Title:Associate Chancellor for Finance and StrategyJob Category:LimitedEmployment Type:RegularJob Profile:Chief Financial Officer (Inst) Job Duties:
The University of Wisconsin-Oshkosh (UWO) invites applications and nominations for an Associate Chancellor for Finance and Strategy. This position will join a new Chancellor and a dedicated community to further the mission of the University. The Associate Chancellor will also lead an integrated strategic planning process that aligns academic, financial, enrollment, and operational goals, conduct environmental scanning, market analysis, and scenario planning to anticipate and respond to future challenges and opportunities, develop and maintain institutional dashboards and KPIs to monitor progress toward strategic goals, and foster a culture of collaboration and teamwork across the university community.
With a more than 150-year history, UWO is a university of higher education in the highly respected Universities of Wisconsin, deeply connected with partners throughout its home region. UWO embraces the ideals of the Wisconsin Idea, one of the longest and most fundamental traditions that links the constellation of 13 universities forming the Universities of Wisconsin. UWO serves over 12,000 students, including undergraduate, graduate, and doctoral students, and approximately 5,000 high school learners throughout Wisconsin pursuing UWO college credits. The university is driven by a dedicated workforce of more than 1,200 employees and is a recognized leader in sustainability, health care, education, business partnerships, and regional economic development. Deeply committed to access, affordability, and academic excellence, UW Oshkosh plays a central role in the educational and economic vitality of the Fox Valley region.
The Associate Chancellor for Finance and Strategy is a critical leadership role that integrates the responsibilities of chief financial officer and chief strategy officer. Reporting directly to the Chancellor and serving as a key member of the senior leadership team, this executive will oversee institution-wide financial operations and play a key role in strategic planning initiatives to ensure long-term fiscal sustainability and alignment with the mission. In a dynamic environment shaped by statewide funding constraints, demographic shifts, and evolving expectations for regional public universities, the Associate Chancellor will guide UW Oshkosh in developing new revenue models, streamlining operations to optimize costs, and advancing the university's strategic goals in alignment with the Universities of Wisconsin. The Associate Chancellor will be responsible for fostering a culture of evidence-based planning and informed decision-making. With a strong commitment to the mission of public higher education, inclusive excellence, and shared governance, the Associate Chancellor will serve as a key driver of institutional transformation, helping shape university priorities, structure, and resource allocation, and collaborating with Cabinet members, Deans, shared governance, and Universities of Wisconsin leaders to ensure strategic coherence. The ideal candidate will be a strategic business officer with strong financial acumen, a genuine appreciation for the impact of higher education, and experience in a dynamic, fast-paced environment. They will be a seasoned financial professional with a proven track record of developing and implementing innovative financial models, identifying key investment areas, and being a collaborative team player.
Key Job Responsibilities:
Performance Management
Develop and maintain institutional dashboards and KPIs to monitor progress toward strategic goals.
Foster a culture of evidence-based planning and informed decision-making.
Revenue Enhancement & Cost Containment
Identify and develop diversified revenue sources, including grants, international recruitment, auxiliary enterprises, partnerships, public-private ventures, and other entrepreneurial opportunities.
Evaluate academic and administrative units for cost-effectiveness, ROI, and strategic fit.
Support initiatives to modernize business operations and deploy technology to reduce administrative burden and improve financial decision-making.
Direct capital planning and infrastructure investments in alignment with the institution's mission and fiscal responsibility.
Financial Stewardship and Planning
Lead all financial functions, including budgeting, forecasting, accounting, procurement, investments, and financial reporting.
Develop and implement multi-year financial models to support institutional priorities and ensure long-term fiscal stability.
Manage a $250 million operating budget.
Oversee cash flow, liquidity management, and reserves, optimizing financial resources to support strategic objectives.
Collaborative Leadership
Collaborate with Executive Council and Cabinet members, Deans, shared governance, and System leaders to ensure strategic coherence.
Represent UW Oshkosh on System-level working groups related to finance and strategy, advocating for institutional needs while supporting system-wide initiatives.
Strategy Development and Execution
Support an integrated strategic planning process that aligns academic, financial, enrollment, and operational goals.
Serve as a key driver of institutional transformation, helping shape university priorities, structure, and resource allocation.
Conduct environmental scanning, market analysis, and scenario planning to anticipate and respond to future challenges and opportunities.
Department:
Office of the Chancellor
Compensation:
$200,000-$213,000
Qualifications
The ideal candidate will be a strategic business officer with strong financial acumen, a genuine appreciation for the impact of higher education, and experience in a dynamic, fast-paced environment. They will be a seasoned financial professional with a proven track record of developing and implementing innovative financial models, identifying key investment areas, and being a collaborative team player.
Required Qualifications:
Graduate degree in finance, strategic management, business administration, public policy, higher education leadership, or a closely related field.
A minimum of 10 years of progressively responsible experience in financial management and/or strategic planning in a highly complex organization.
Demonstrated success leading cross-functional teams and institutional change in complex, regulated settings.
Strong financial modeling and data analytics capabilities.
Deep commitment to the mission of public higher education and shared governance.
Preferred Qualifications:
Doctoral/terminal degree in a related field.
Experience within an institution or system of higher education or a similarly complex non-profit organization.
Familiarity with Wisconsin state budgeting, capital project approval, and procurement procedures.
Strong communication skills, with the ability to convey complex financial and strategic concepts to varied audiences.
How to Apply:
Review of applications will begin immediately and will continue until the position is filled. Please submit your CV and cover letter as soon as possible using the following external link: ********************************************************************************
Nominations or inquiries can be directed to the search team below:
Steve Leo, Managing Director
Brian Bustin, Senior Associate
DSG | Storbeck
****************
Legal Notices:
Reasonable Accommodations
UWO provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact ****************** or ************. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.
Confidentiality of Applicant Materials
UWO is a State agency and subject to Wisconsin's Open Records Law. UWO will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request.
CBC & Reference Check Policy
All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.
Work Authorization
Unless otherwise indicated in the job posting, the University of Wisconsin Oshkosh does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. UW Oshkosh is not an e-verify employer; therefore, STEM extensions are not options for work authorization.
Annual Security and Fire Safety Report (Clery Act)
For the UWO Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see ************************** or call UWO Police Department, at ************** for a paper copy.
UW is an Equal Opportunity Employer
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.
$43k-54k yearly est. Auto-Apply 60d+ ago
Financial Associates II - CLTS
Winnebago County, Wi 4.4
Finance associate job in Oshkosh, WI
For a description, visit PDF: ************ winnebagocountywi. gov/sites/default/files/HumanResources/Jobs/Financial%20Associate%20II%20-%20CLTS%20-%2012. 26. 25.
pdf
$36k-47k yearly est. 27d ago
RV Finance Manager - Join the #1 RV Dealer in Wisconsin
Kunes RV
Finance associate job in Sturgeon Bay, WI
Job DescriptionDescription:
Primary Responsibilities::
Strategically select lenders, secure approvals, and maximize every call to ensure the best structure for both the customer and the dealership
Obtain clear customer commitment and finalize deliveries with precision, professionalism, and full compliance.
Manage and optimize contract placement with a strong focus on maximizing F&I PVR and overall store performance.
Partner closely with the sales desk to structure profitable, approvable deals that create win-win outcomes.
Consistently adhere to all F&I processes, compliance standards, and contract flow requirements, ensuring accuracy and accountability.
Oversee Contracts in Transit (CIT) by maintaining constant
communication with the business office to ensure fast, clean funding.
Track, analyze, and elevate key performance metrics including F&I PVR, product penetration, and lender penetration.
Participate in weekly sales and F&I development meetings, contributing insights, training, and solutions to improve closing ratios and customer experience.
Support the General Manager and Sales Manager by training and developing the sales team on proper F&I process, pre-indoctrination, and customer handoff.
Adhere to all company policies and procedures, representing the values and standards of Kunis RV with integrity and professionalism.
Requirements:
Key Skills and Qualifications::
Preferred - 3-5 years of proven Finance & Insurance experience with strong working knowledge of F&I products, RV protection packages, lender programs, and compliance.
Menu-selling expertise with the confidence, mindset, and attitude to present value, handle objections, and consistently increase product penetration
Automotive or RV business management experience preferred, with the ability to structure deals for both front- and back-end performance
Exceptional communication skills, including clear oral and written communication, professional presentation, and the ability to simplify complex terms for customers
Strong closing skills with a consistent record of converting presentations into profitable, compliant sales
High-level organizational skills, including contract flow management, CIT tracking, lender follow-up, and maintaining a clean, compliant deal jacket
Ability to train both finance and sales personnel on processes, lender programs, menu presentation techniques, and RV-specific product value
Experience with biweekly programs encouraged
Valid driver's license preferred
What We Offer:
· Comprehensive Benefits: 401(k), health, dental, vision insurance, life insurance.
· Employee Assistance Program: Supporting your well-being.
· Paid Time Off: Maintain work-life balance.
· Employee Discounts: Enjoy exclusive perks on automotive purchases.
· Career Growth Opportunities: Join a company that promotes from within.
· Daily Pay: Access your earnings before payday.
Ready to Finance Your Future and leave the competition in your rearview mirror? If you're passionate about RV's, finance, and creating exceptional customer experiences that would make a luxury dealership blush, we want to hear from you!
Join the Kunes Auto & RV Group family and help drive our success to new heights in the thrilling world of RV sales and finance.
Equal Opportunity Employer: We race towards success with a diverse team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Apply now and let's hit the road to an incredible career together!
$79k-114k yearly est. 10d ago
Associate Chancellor for Finance and Strategy
University of Wisconsin Oshkosh 3.6
Finance associate job in Oshkosh, WI
Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Associate Chancellor for Finance and Strategy Job Category: Limited Employment Type:
Regular
Job Profile:
Chief Financial Officer (Inst)
Job Duties:
The University of Wisconsin-Oshkosh (UWO) invites applications and nominations for an Associate Chancellor for Finance and Strategy. This position will join a new Chancellor and a dedicated community to further the mission of the University. The Associate Chancellor will also lead an integrated strategic planning process that aligns academic, financial, enrollment, and operational goals, conduct environmental scanning, market analysis, and scenario planning to anticipate and respond to future challenges and opportunities, develop and maintain institutional dashboards and KPIs to monitor progress toward strategic goals, and foster a culture of collaboration and teamwork across the university community.
With a more than 150-year history, UWO is a university of higher education in the highly respected Universities of Wisconsin, deeply connected with partners throughout its home region. UWO embraces the ideals of the Wisconsin Idea, one of the longest and most fundamental traditions that links the constellation of 13 universities forming the Universities of Wisconsin. UWO serves over 12,000 students, including undergraduate, graduate, and doctoral students, and approximately 5,000 high school learners throughout Wisconsin pursuing UWO college credits. The university is driven by a dedicated workforce of more than 1,200 employees and is a recognized leader in sustainability, health care, education, business partnerships, and regional economic development. Deeply committed to access, affordability, and academic excellence, UW Oshkosh plays a central role in the educational and economic vitality of the Fox Valley region.
The Associate Chancellor for Finance and Strategy is a critical leadership role that integrates the responsibilities of chief financial officer and chief strategy officer. Reporting directly to the Chancellor and serving as a key member of the senior leadership team, this executive will oversee institution-wide financial operations and play a key role in strategic planning initiatives to ensure long-term fiscal sustainability and alignment with the mission. In a dynamic environment shaped by statewide funding constraints, demographic shifts, and evolving expectations for regional public universities, the Associate Chancellor will guide UW Oshkosh in developing new revenue models, streamlining operations to optimize costs, and advancing the university's strategic goals in alignment with the Universities of Wisconsin. The Associate Chancellor will be responsible for fostering a culture of evidence-based planning and informed decision-making. With a strong commitment to the mission of public higher education, inclusive excellence, and shared governance, the Associate Chancellor will serve as a key driver of institutional transformation, helping shape university priorities, structure, and resource allocation, and collaborating with Cabinet members, Deans, shared governance, and Universities of Wisconsin leaders to ensure strategic coherence. The ideal candidate will be a strategic business officer with strong financial acumen, a genuine appreciation for the impact of higher education, and experience in a dynamic, fast-paced environment. They will be a seasoned financial professional with a proven track record of developing and implementing innovative financial models, identifying key investment areas, and being a collaborative team player.
Key Job Responsibilities:
Performance Management
* Develop and maintain institutional dashboards and KPIs to monitor progress toward strategic goals.
* Foster a culture of evidence-based planning and informed decision-making.
Revenue Enhancement & Cost Containment
* Identify and develop diversified revenue sources, including grants, international recruitment, auxiliary enterprises, partnerships, public-private ventures, and other entrepreneurial opportunities.
* Evaluate academic and administrative units for cost-effectiveness, ROI, and strategic fit.
* Support initiatives to modernize business operations and deploy technology to reduce administrative burden and improve financial decision-making.
* Direct capital planning and infrastructure investments in alignment with the institution's mission and fiscal responsibility.
Financial Stewardship and Planning
* Lead all financial functions, including budgeting, forecasting, accounting, procurement, investments, and financial reporting.
* Develop and implement multi-year financial models to support institutional priorities and ensure long-term fiscal stability.
* Manage a $250 million operating budget.
* Oversee cash flow, liquidity management, and reserves, optimizing financial resources to support strategic objectives.
Collaborative Leadership
* Collaborate with Executive Council and Cabinet members, Deans, shared governance, and System leaders to ensure strategic coherence.
* Represent UW Oshkosh on System-level working groups related to finance and strategy, advocating for institutional needs while supporting system-wide initiatives.
Strategy Development and Execution
* Support an integrated strategic planning process that aligns academic, financial, enrollment, and operational goals.
* Serve as a key driver of institutional transformation, helping shape university priorities, structure, and resource allocation.
* Conduct environmental scanning, market analysis, and scenario planning to anticipate and respond to future challenges and opportunities.
Department:
Office of the Chancellor
Compensation:
$200,000-$213,000
Qualifications
The ideal candidate will be a strategic business officer with strong financial acumen, a genuine appreciation for the impact of higher education, and experience in a dynamic, fast-paced environment. They will be a seasoned financial professional with a proven track record of developing and implementing innovative financial models, identifying key investment areas, and being a collaborative team player.
Required Qualifications:
* Graduate degree in finance, strategic management, business administration, public policy, higher education leadership, or a closely related field.
* A minimum of 10 years of progressively responsible experience in financial management and/or strategic planning in a highly complex organization.
* Demonstrated success leading cross-functional teams and institutional change in complex, regulated settings.
* Strong financial modeling and data analytics capabilities.
* Deep commitment to the mission of public higher education and shared governance.
Preferred Qualifications:
* Doctoral/terminal degree in a related field.
* Experience within an institution or system of higher education or a similarly complex non-profit organization.
* Familiarity with Wisconsin state budgeting, capital project approval, and procurement procedures.
* Strong communication skills, with the ability to convey complex financial and strategic concepts to varied audiences.
How to Apply:
Review of applications will begin immediately and will continue until the position is filled. Please submit your CV and cover letter as soon as possible using the following external link: ********************************************************************************
Nominations or inquiries can be directed to the search team below:
Steve Leo, Managing Director
Brian Bustin, Senior Associate
DSG | Storbeck
****************
Legal Notices:
Reasonable Accommodations
UWO provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact ****************** or ************. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.
Confidentiality of Applicant Materials
UWO is a State agency and subject to Wisconsin's Open Records Law. UWO will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request.
CBC & Reference Check Policy
All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.
Work Authorization
Unless otherwise indicated in the job posting, the University of Wisconsin Oshkosh does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. UW Oshkosh is not an e-verify employer; therefore, STEM extensions are not options for work authorization.
Annual Security and Fire Safety Report (Clery Act)
For the UWO Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see ************************** or call UWO Police Department, at ************** for a paper copy.
UW is an Equal Opportunity Employer
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.
$29k-39k yearly est. Auto-Apply 28d ago
Financial Analyst
Collabera 4.5
Finance associate job in Neenah, WI
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Job Details:
Industry: Life Care
Location:
Neenah, WI
Job Title:
Financial Analyst
Duration: 6 Months (Strong possibility of extension)
Position Summary:
· This position would support a priority Global Sector project initiative working under the direction of the sector senior finance business partner.
· She/he would perform financial analyses and prepare case examples of best in class performance across global Adult Care business.
· Case examples will be used as a playbook by other markets to replicate success.
Key Responsibilities:
· Provide a source of business knowledge and problem-solving capabilities to assure sound analyses, recommendations, and actionable programs.
· Work closely with global business teams to gather relevant data and insights.
· Analyze regional sector data, develop insights and recommend courses of action to achieve project goals
· Demonstrate a commitment to quality performance through personal example by adopting a customer-based approach to business support. Personally demonstrate leadership behaviours (build trust, make decisions, win consistently, think customer, continuously improve, build talent).
Preferred Qualifications:
· Experience working and influencing in a matrix organization
· Previous work experience in a global / international environment
Qualifications
Qualifications:
· High degree of financial competence and ability to operate independently
· Bachelor's degree in Finance, Economics, or a related field
· 5+ years of progressive financial / business analysis experience
· Strong communication and influencing skills and ability to influence without authority
· Demonstrable analytical skills with broad application of business, finance and economics principles
Additional Information
To apply for this position or gain additional insight, please contact:
Ujjwal Mane
************
****************************
$59k-83k yearly est. Easy Apply 3d ago
Private Client Banker - Fox River Mall - Appleton, WI
JPMC
Finance associate job in Appleton, WI
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$28k-53k yearly est. Auto-Apply 60d+ ago
Financial Services Representative
Hand To Shoulder Center of Wisconsin Ltd.
Finance associate job in Appleton, WI
Financial Services Representative
ANSWERS TO: Billing Team Leader
SUPERVISORY RESPONSIBILITY: None
WORK HOURS: Full-time, Monday through Friday 8:00 a.m. - 5:00 p.m., 40 hours per week
POSITION DESCRIPTION:
Join our dynamic specialty medical practice as a Financial Services Representative, where you'll serve as a key liaison, assisting patients with account payments and managing all aspects of patient and insurance billing. In this role, you will:
Facilitate patient payment coordination with clarity and professionalism.
Oversee insurance billing processes to ensure accuracy and timely reimbursements.
Address billing inquiries and support patients in navigating financial aspects of their care.
Maintain compliance with billing regulations while optimizing efficiency.
ESSENTIAL DUTIES AND RESPONSIBILITIES: (not limited to):
Communicate with patients about their accounts via verbal and written correspondence. This role requires frequent telephone conversations.
Prepare surgical estimates.
Set up payment plans with patients.
Process patient credit card payments.
Work with attorney offices for resolution of patient accounts.
Review monthly delinquency report.
Refer delinquent accounts to collection.
Review bankruptcy notices.
Call insurance companies.
SKILLS NEEDED:
Work well in a team environment.
Have basic knowledge of insurance plans (HMO, PPO, etc.) contracts, claims and payment processes.
Have excellent computer and telephone skills.
Have basic knowledge of medical office practices, terminology, and abbreviations.
Have excellent communication/customer service. Must be able to clearly and precisely communicate with doctors, nurses, therapists, co-workers and patients.
Adhere to OSHA, HIPAA, and MEDICARE guidelines.
REQUIRED EDUCATION:
High school or Equivalent
REQUIRED EXPERIENCE:
1 to 20+ years
BENEFITS INCLUDE:
Health and Wellness Insurance (health, vision, dental), Disability Insurance (short-term and long-term), Life Insurance, Paid Time Off (vacation, sick and holiday), 401K/Profit Sharing plan.
$26k-41k yearly est. Auto-Apply 60d+ ago
Corporate Financial Accounting - Masters Intern
Hoffmaster 4.4
Finance associate job in Oshkosh, WI
We are seeking a highly motivated MBA Finance Intern to support a strategic supply chain optimization project. The intern will analyze freight expenses, inventory constraints, and customer impact to develop a refreshable Business Intelligence (BI) model that optimizes shipping distance and warehouse utilization. This role will provide hands-on experience in financial modeling, data analytics, and strategic decision-making within a dynamic corporate environment.
Key Responsibilities
Develop a BI model with automated data sources to evaluate shipping cost optimization, considering factors such as freight expenses, customer order consolidation, and warehouse capacity.
Conduct financial analysis to assess the trade-offs between freight savings and additional costs related to inventory, space, and handling.
Work cross-functionally with Supply Chain, Finance, and Operations teams to align cost-saving strategies with business goals.
Identify customer-specific actions needed to transition orders to the most cost-effective warehouse while considering constraints like product specifications, customer approvals, and site production capacity.
Analyze the impact of warehouse optimization on customer experience, order patterns, and lead times to recommend a balanced approach.
Present findings and strategic recommendations to senior leadership for implementation.
Preferred Qualifications
Currently pursuing an MBA with a focus on Finance
Strong proficiency in financial modeling, data analysis, and business intelligence tools (Power BI, Tableau, or similar).
Experience with SQL, Excel, or Python for data extraction and analysis is a plus.
Excellent problem-solving skills with the ability to quantify trade-offs and propose data-driven solutions.
Strong communication and presentation skills to effectively convey insights to stakeholders.
Ability to work independently and collaboratively in a fast-paced environment.
Hoffmaster's internship program is designed to provide students practical, hands-on experience in a professional environment, bridging the gap between the knowledge gained in school and it's real-world application in actual work settings. The benefits of our Internship Program include:
Skill Development and Learning Experience- Interns are given meaningful projects that add value to the organization, allow them to use their skills in a real-world environment, and develop valuable soft skills.
Career Exploration- Explore different jobs and industries to make informed career path decisions.
Networking Opportunities- Build professional networks by interacting with colleagues, managers and other professionals in their field.
Resume Enhancement- Demonstrate to future employers practical skills and exposure to real-world challenges.
Talent Pipeline- Allows Hoffmaster to target up and coming talent. Many of our past interns have been offered full time roles upon graduation or have stayed on part time through the school year.
Fresh Perspectives- Interns are encourages to bring their fresh ideas, innovative thinking and perspectives to the organization.
Knowledge Transfer- Interns have the chance to learn from experienced professionals and gain industry-specific insights.
School Credit- Because Hoffmaster focuses on providing meaningful projects to interns, our internships will satisfy most schools internship requirements.
Full time employment- Internships and projects are designed to last 10 weeks over the summer. Hours will be Monday - Friday 8 am - 4:30 pm
#LI-JP1
$30k-36k yearly est. 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Appleton, WI
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 15d ago
Financial Specialist - Senior
State of Wisconsin
Finance associate job in Oshkosh, WI
* Auditing and processing receipt of goods and services and payment requests for invoices. * Entering purchase requisitions in the State Accounting System (STAR) and monitoring purchase orders.
* Recording patient indigent and workshop therapy using the Resident Trust Fund Accounting (RTFA) system and managing of patient discharge notices.
* Processing canteen invoices and maintaining their inventory records.
* Creating bank deposits, reimbursement requests, and journal entries as required.
* Backing up other Financial Specialist Seniors as needed.
Salary Information
The starting pay is $26.08 per hour, plus excellent benefits. A 12-month probationary period is required.
Pay for current or former state employees will be set based on the rules that apply to compensation for the applicable transaction. This position is in pay schedule and range 02/13.
Job Details
All applicants who may be appointed to this position will be required to allow DHS to conduct a background check to determine whether the circumstances of any conviction may be related to the job being filled.
All appointees will be required to receive a TB test, which will be administered by the facility or medical personnel directed by the facility prior to their start date.
DHS does not sponsor work visas for this position, thus, in compliance with federal law, selected candidates will be required to verify eligibility to work in the United States by completing the required I-9 form upon hire. DHS is not an E-Verify employer nor a STEM-OPT eligible employer.
Qualifications
Minimally qualified applicants will have all of the following:
* Experience performing financial duties (e.g. accounts payable, accounts receivable, account reconciliations, journal entries, etc.).
* Experience using Microsoft Office products (e.g. Word, Excel, etc.) to create spreadsheets, enter account information in databases, prepare monthly statements and reports, etc.
* Experience providing customer service (e.g. gathering information, answering questions, resolving customer complaints/conflict, etc.) in a professional or business setting.
Well-qualified applicants will also have one or more of the following:
* Experience using business software applications (e.g. STAR, QuickBooks, JD Edwards, Peachtree, etc.).
* Associate degree in accounting, finance, related field or equivalent training or experience.
Your letter of qualifications is limited to one (1) page and your resume is limited to two (2) pages. For a guide on developing your resume and letter of qualifications and what should be included in these materials, click here.
How To Apply
Applying is easy! Click "Apply for Job" to start your application process. Sign into your account or create an account before applying for the job. Follow the steps outlined in the application process to submit your application.
Helpful Information:
* Once your application is submitted, no changes are allowed. Click "Save" to allow changes to your application as needed before submitting by the deadline.
* You may want to save a copy of the job posting for referencing after the deadline.
* Submitted materials will be evaluated by a panel of job experts according to the qualifications above.
* Please monitor your email for communications related to this position.
* Current or former permanent, classified, state employees must complete the online application process to be considered.
* If viewing through an external site, please apply directly at Wisc.Jobs.
* For technical assistance and general information, please see Frequently Asked Questions. For questions about the position, to request a copy of the full position description, or for other employment inquiries, please contact Allyvia Vang at *******************************.
DHS is an Equal Opportunity and Affirmative Action employer. Veterans are encouraged to apply. For complete information on Veterans' hiring programs with the WI Department of Veteran's Affairs, click here.
You will be required to attach your current resume in a Word or PDF compatible format.
Deadline to Apply
The deadline to apply is 01/28/26 by 11:59 pm.
Applicants are strongly encouraged to allow ample time to finalize their applications keeping in mind that technical assistance is only available Monday through Friday 7:45 am - 4:30 pm. Late or incomplete applications will not be accepted.
$26.1 hourly 7d ago
Intern - Process Mining - Financial Sector (f/m/d)
Deutsche Borse Group
Finance associate job in Luxemburg, WI
Your career at Deutsche Börse Group Your area of work As part of the Business Intelligence team, you will support the design and delivery of data solutions on the Celonis Business Process Mining Platform. Your work will contribute to process insights and automation across Clearstream's operational landscape, enabling data-driven decision-making and continuous process optimization.
In this internship, you will gain hands-on experience in bridging technical data engineering with business process understanding. You will assist in ensuring data integrity, actionable analytics, and improvements through process mining, working closely with analysts and engineers.
This role offers the opportunity to develop analytical skills, such as process diagnostics, KPI development, and dashboarding, while contributing to a culture of innovation and operational excellence.
Your responsibilities
* Support Data Pipeline Development - Assist in building scalable data pipelines for Celonis process mining across financial services functions.
* Work on Process Mining Models - Help develop and optimize models tailored to financial workflows using Celonis
* Enable Data Integration - Contribute to integrating live data streams and learn about technologies like Apache Kafka and Celonis connectors
* Assist in Automation - Support the design and implementation of automated responses using Celonis Action Flows
* Collaborate with Teams - Work with analysts and subject matter experts to understand business requirements and translate them into data models and KPIs
* Ensure Data Quality - Learn best practices for data validation and monitoring to maintain data integrity
* Optimize Performance - Gain exposure to tuning Celonis queries and dashboards for real-time analytics
* Documentation & Knowledge Sharing - Help maintain clear documentation and assist in training sessions for stakeholders
Your profile
* You are enrolled in a Bachelor's or Master's Degree programme in Computer Science, Data Engineering, Business or a related recognized institution and can provide an internship agreement, OR have graduated with a Bachelor's Degree or similar for no more than 6 months
* Basic experience with Process Mining Tools like Celonis or process mining concepts (e.g., through coursework, projects or prior internships) would be a strong asset
* Willingness to learn business processes and Process Mining standards
* Strong analytical and problem-solving mindset with attention to detail
* Good communication skills and ability to work in a collaborative, international environment
* Proficient in written and spoken English
$29k-39k yearly est. 14d ago
Personal Banker
Neb Corp
Finance associate job in Chilton, WI
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Personal Banker, you will have the opportunity to create a difference in the lives of our customers every single day. You will be responsible for completing account transactions, offering appropriate bank products and services, opening new accounts, as well as providing guidance to help customers make decisions about their financial needs.
Skills & Attributes Needed
The following skills and attributes are needed to succeed in your banking career:
Excellent customer service
Attention to detail
Great communication
Ability to multi-task
Problem solving skills
Ability to work independently as well as part of a team
Qualifications
Ideal candidates will possess the following qualifications:
Bilingual in Spanish preferred.
Interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor throughout the day.
Maintain composure and professionalism under pressure, including the ability to effectively deal with unexpected situations and potentially difficult engagements and to maintain a cohesive work environment with coworkers.
Maintain the highest level of confidentiality and discretion of customer and bank information.
Show high attention to detail, with the ability to problem solve basic issues.
Operate a computer and other standard office equipment.
A high school diploma or equivalent.
Cash handling and customer service experience.
May require travel to neighboring offices for staffing coverage upon request.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:
Health, Dental & Vision Insurance
HSA, FSA, Short- & Long-Term Disability
Life/Accident insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Education Assistance Program
Products & Service Discounts & more!
$28k-36k yearly est. Auto-Apply 18d ago
Personal Banker
Nebat
Finance associate job in Chilton, WI
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Personal Banker, you will have the opportunity to create a difference in the lives of our customers every single day. You will be responsible for completing account transactions, offering appropriate bank products and services, opening new accounts, as well as providing guidance to help customers make decisions about their financial needs.
Skills & Attributes Needed
The following skills and attributes are needed to succeed in your banking career:
Excellent customer service
Attention to detail
Great communication
Ability to multi-task
Problem solving skills
Ability to work independently as well as part of a team
Qualifications
Ideal candidates will possess the following qualifications:
Bilingual in Spanish preferred.
Interpersonal skills necessary to relate to and empathize with other people and to maintain a friendly, cheerful, and courteous demeanor throughout the day.
Maintain composure and professionalism under pressure, including the ability to effectively deal with unexpected situations and potentially difficult engagements and to maintain a cohesive work environment with coworkers.
Maintain the highest level of confidentiality and discretion of customer and bank information.
Show high attention to detail, with the ability to problem solve basic issues.
Operate a computer and other standard office equipment.
A high school diploma or equivalent.
Cash handling and customer service experience.
May require travel to neighboring offices for staffing coverage upon request.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:
Health, Dental & Vision Insurance
HSA, FSA, Short- & Long-Term Disability
Life/Accident insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Education Assistance Program
Products & Service Discounts & more!
$28k-36k yearly est. Auto-Apply 18d ago
Associate Personal Banker - Green Bay Mason
Wells Fargo 4.6
Finance associate job in Green Bay, WI
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
* Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
* Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
* Receive direction from managers and exercise judgement within defined policies and procedures
* Develop understanding of bank products and services to connect to customers' needs
* Interact with customers to demonstrate care and build relationships
* Provide appropriate options for bank products and services to customer
* Refer customers' financial needs to other bankers and partners as needed
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Customer service focus with experience handling complex transactions across multiple systems
* Experience proactively engaging with customers through outreach via phone or email
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to help customers succeed financially by offering introductions to additional team members as appropriate
* Experience working with others on a team to meet customer needs
* Experience fostering and developing strong customer relationships
* Ability to build strong relationships with internal partners
* Ability to follow policies, procedures, and regulations
* Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
* Ability to interact with integrity and professionalism with customers and team members
* Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
* Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Posting Location:
* 1482 W MASON ST, GREEN BAY, WI, 54303
Posting End Date:
20 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$27k-33k yearly est. 31d ago
Financial Analyst
Goodwill Ncw Jobs 4.1
Finance associate job in Menasha, WI
Who We Are:
Goodwill NCW is a nonprofit organization with a mission of elevating people by eliminating barriers to employment. Our unwavering commitment to understanding and addressing the unique needs of our communities drives us to continuously evolve. Together, we transform lives through skill building for sustained employment and improved financial stability. We are proud of the life-transforming impact we make in our communities and to our planet with the help of our donors and shoppers.
What You'll Get To Do:
Serves as the primary finance partner for all Donated Goods Retail (DGR) business units, marketing, and other teams by providing comprehensive financial and analytical support-including budgeting, forecasting, and variance analysis. Collaborates closely with budget owners to identify, evaluate, and communicate business results, trends, and outlooks, ensuring alignment with strategic and operational goals.
Identifies and articulates key business drivers and assumptions, analyzing their sensitivity and impact on financial outcomes.
Collaborates to enhance forecast accuracy, identify and monitor key drivers, and translate trends into actionable insights for business leaders.
Establishes and updates reporting, Key Performance Indicators (KPIs) and dashboards to inform decision-making process and support achievement of results.
Frame, develop, and execute ad hoc analyses using financial, store, product, staffing, and customer data to answer strategic business questions, evaluate ROI (including production scenarios and cost-benefit assessments), and generate actionable insights and recommendations.
Provides clear, actionable financial insights through analysis and communication, helping internal stakeholders understand key drivers, results, and opportunities to improve performance. Promotes transparency across the organization.
Helps identify, evaluate and implement continuous improvements to improve efficiencies, automate processes and enhance effectiveness.
Works across organization to develop reports for ad-hoc requests as they arise. Reviews data sets and reports for accuracy, validity and data integrity.
Other duties as assigned.
Qualifications
What We Need From You:
Bachelor's degree in Accounting, Finance or a related field is preferred.
3+ years of experience in accounting/financial analysis role.
Strong analytical and data gathering skills, logical decision making and troubleshooting skills with the ability to problem solve in a timely manner.
Demonstrated ability to approach problems with structured, critical thinking and to challenge assumptions constructively.
Strong interpersonal skills and ability to communicate with a diverse audience and all levels of management.
Demonstrated track record of delivering high-quality, reliable financial analysis and recommendations
Excellent time management and prioritization skills, the ability to manage multiple projects simultaneously.
Thorough business and/or industry knowledge and strong business analytics skills.
Budgeting and forecasting experience.
Advanced level of competency with Word, Excel, PowerPoint, SharePoint and Outlook.
Experience with common reporting and dashboard tools.
Ability to learn and understand new software and other technology applications as applicable.
Work Environment:
The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is performed primarily in a standard office environment with extensive team member contact and frequent interruptions.
Primary function requires sufficient physical ability and mobility to work in an office setting; to sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, twist, lift, carry, push and/or pull light to moderate amounts of weight.
Operate office equipment requiring repetitive hand movement and fine coordination, including use of a computer keyboard.
Travel to other locations using various modes of private and commercial transportation.
Verbally communicate to exchange information.
What We Offer:
We are proud to offer a competitive and comprehensive benefits package to support your well-being, work-life balance, and long-term growth as a valued member of our team. For more information visit: *****************************
Goodwill North Central Wisconsin (NCW) provides equal employment opportunities to all team members and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, creed, religion, ancestry, national origin, age (40 or older), disability, sex (including pregnancy, sexual orientation, or gender identity), genetic information, arrest/ conviction record, marital status, military service or any other characteristic protected by federal, state or local law.
The above statements reflect the general details necessary to describe the principal functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.
$38k-58k yearly est. 11d ago
Personal Banker Neenah (Evergreen)
W.F. Young 3.5
Finance associate job in Neenah, WI
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location:
931 S GREEN BAY RD, NEENAH, WI, 54956
Posting End Date:
15 Feb 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$28k-33k yearly est. Auto-Apply 8d ago
Personal Banker
Nicolet National Bank 4.2
Finance associate job in Menasha, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Personal Banker is primarily responsible for interacting with customers to complete transactions, opening and closing of accounts, resolving problems and cross-selling bank products and services. This position promotes business for the bank by maintaining a high level of customer service and by referring customers to appropriate staff where necessary.
As a Personal Banker, you will:
Open a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction. Follows the guidelines of the continuity program with all new bank customers.
Attract and retains customer relationships by extending a courteous greeting in person or by phone and by providing accurate and timely customer service which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan payments, dispensing cashier's checks and bonds, processing savings withdrawals within established guidelines to ensure customer satisfaction.
Assist in safe deposit box transactions. Runs foreign currency transactions and exchanges in foreign currency.
Perform back-up teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements.
Stay current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
Answer customer telephone inquiries promptly and professionally and provides accurate information in accordance with bank policies and procedures.
Assist with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc.
Promote bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommends corrective services to resolve customer complaints.
Engage proactively as a sales representative of bank products and services to existing and prospective customers within the community by active participation in community events and/or organizations.
Maintain vault which includes balancing the vault daily and ordering and selling cash for the branch.
Maintain inventory of cashier's checks and gift cards and ensures adequate supply at all branch locations.
Monitor supplies for front line and places orders when necessary.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Perform all other duties as assigned.
Qualifications:
High School diploma or equivalent
2 years of customer service and cash handling experience required
2-3 years of teller and personal banking experience preferred
PC, phone system, general office equipment
Proficiency with Microsoft Office applications
Ability to maintain strict confidentiality
Ability to effectively promote Nicolet as a bank of choice
In-depth knowledge of banking positions
Strong organizational, multi-tasking and prioritizing skills
Self-motivated and resourceful
Strong verbal and written communication skills and strong interpersonal skills
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$27k-32k yearly est. 3d ago
Financial Analyst
Collabera 4.5
Finance associate job in Neenah, WI
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Job Details:
Industry: Life Care
Location: Neenah, WI
Job Title: Financial Analyst
Duration: 6 Months (Strong possibility of extension)
Position Summary:
· This position would support a priority Global Sector project initiative working under the direction of the sector senior finance business partner.
· She/he would perform financial analyses and prepare case examples of best in class performance across global Adult Care business.
· Case examples will be used as a playbook by other markets to replicate success.
Key Responsibilities:
· Provide a source of business knowledge and problem-solving capabilities to assure sound analyses, recommendations, and actionable programs.
· Work closely with global business teams to gather relevant data and insights.
· Analyze regional sector data, develop insights and recommend courses of action to achieve project goals
· Demonstrate a commitment to quality performance through personal example by adopting a customer-based approach to business support. Personally demonstrate leadership behaviours (build trust, make decisions, win consistently, think customer, continuously improve, build talent).
Preferred Qualifications:
· Experience working and influencing in a matrix organization
· Previous work experience in a global / international environment
Qualifications
Qualifications:
· High degree of financial competence and ability to operate independently
· Bachelor's degree in Finance, Economics, or a related field
· 5+ years of progressive financial / business analysis experience
· Strong communication and influencing skills and ability to influence without authority
· Demonstrable analytical skills with broad application of business, finance and economics principles
Additional Information
To apply for this position or gain additional insight, please contact:
Ujjwal Mane
************
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How much does a finance associate earn in Green Bay, WI?
The average finance associate in Green Bay, WI earns between $24,000 and $82,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.