Finance associate jobs in Oshkosh, WI - 69 jobs

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.

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Job Title: Financial Aid Specialist Compensation: Hiring Range: $38,213.60 - $45,856.32 and will be commensurate with level of experience Benefits: Includes: single or family health care coverage (premiums paid for by the university), basic life insurance, EAP, retirement plan, tuition waiver, annual and sick leave. Optional benefits available: supplemental life, dental, vision, long- term care insurance, flexible spending account, and supplemental retirement plans. Who can apply: Internal/external candidates eligible to work in the United States. Mayville State University will not offer visa sponsorship for this position. FLSA: Non-Exempt Recruitment: Internal and External Start date: TBD Mayville State University's Values: We are here to give students a chance to prove themselves. College is often the difference between dreaming and doing. And at Mayville State University, we believe that every student - whether they are coming from high school or attempting to climb higher on the corporate ladder - deserves the opportunity to be his or her best. We grant that opportunity by supporting students with experienced, compassionate faculty, the latest learning environments, and a welcoming atmosphere that encourages self-expression and educational exploration. And we are here to be the affordable, accessible collegiate option that gives individuals the opportunity to become professional, productive members of society. It isn't enough for us to create knowledgeable graduates or even a hard-working workforce. We exist to shape citizens who'll contribute to their communities with time, talent, and treasure. We develop sharp thinkers who will lead change in both their personal and professional lives. And we give every student every opportunity to make a difference. * Affordability * Personal Service * Giving Back to the communities we live in Mayville State University's Bottom Line: We develop better leaders. One person at a time. Position Information: The Financial Aid Specialist supports Mayville State University's mission by assisting students, parents, and campus partners with financial aid processes and program requirements. This position is responsible for front line and back-end service, processing financial aid applications and documentation, and supporting the accurate administration of federal, state, institutional, and private aid programs in compliance with applicable regulations. The Financial Aid Specialist serves as a knowledgeable resource for prospective and current students by explaining eligibility requirements, application procedures, award notifications, and student responsibilities. The position works collaboratively within the Financial Aid office and with Campus partners to ensure timely communication, efficient operations, and equitable access to services for on-campus and online education students and families. The Financial Aid Specialist exercises significant judgment in interpretation and application of complex and frequently changing financial aid regulation and contributes to operational decision making, process improvement, and compliance readiness. Key Competencies: * Knowledge of federal student aid programs and financial aid regulations * Experience working in a higher education environment is preferred * Familiarity with student information systems (e.g., Peoplesoft) preferred * Ability to accurately process detailed information and maintain confidentiality * Strong organizational, communication, and customer service skills * Ability to be flexible and adapt well to change * Ability to deal with multiple tasks and deadlines * Ability to provide professional support and present a positive image of the department and Mayville State University in all circumstances Minimum Qualifications: * High school diploma or GED required * Knowledge of federal student aid programs Preferred Qualifications: * Bachelor's degree in business administration or similar field; or equivalent experience * Minimum of two years of experience and knowledge of Federal Student Aid Programs * Experience with compliance monitoring and recording * Experience with customer experience Applicants must submit the following materials to be considered fully: * A letter of application * A current resume * Three professional references Application review will begin January 12, 2026, and will continue until filled. MASU is an Equal Opportunity Employer and encourages applications from diverse candidates and candidates who support diversity. ND veteran's preference laws apply to this position. Veterans claiming preference must submit all proof of eligibility by the closing date. Proof of eligibility includes a DD-214 and if claiming disabled status, a current letter of disability. The state of North Dakota has an open records law; therefore, your application could be subject to review upon request. A criminal history background check must be satisfied prior to employment. ND Relay: ******************************** "This search is being conducted consistent with the State of North Dakota Open Records statutes."

_Work Mode: Onsite_ **Opportunity** Under the direction of the Sr Manager - FP&A for Kitchen & Bath North America, participate in all aspects supporting the Kitchen & Bath North America Planning & Forecasting process and serve as business super-user for the BPC system that supports our forecast and plan consolidation. **Specific Responsibilities** + Responsible for maintaining the process that supports the forecasting requirements of the business.This includes providing the business with projected income statements and supporting exhibits that are reviewed during the monthly forecast review with the President - KBA.It also includes coordinating the orders and shipment projections by month for each product line, business team, brand, and for specific markets, channels and customers required by the business. + Partner with KBNA Finance to process improve the forecast and planning cycles.The position will be responsible for identifying opportunities to improve the planning and forecasting processes and driving solutions forward. + Partner with Corporate Finance to evaluate and select the FI ONE technology platform. Represent KBNA's interests throughout the process to ensure the chosen solution aligns with day-to-day business requirements and supports long-term financial objectives. + Actively engage associates in Finance and in other functional disciplines to own and support various elements of the annual Plan and monthly Forecast.This position is not responsible for creating these pieces of the projection but is responsible for putting in place a process and the communication necessary to facilitate the respective functional area owning the projection. + Serve as super-user of the system that supports our monthly forecast and annual financial plan consolidation. Provide training and assistance to new and current users. Document and continuously improve processes. Partner with the Global BPC team to implement system improvements and upgrades. + Provide the organization with Source of Business reports and analysis to drive the planning and projecting of program costs such as rebates, commissions, co-op and defective allowances. + Perform other responsibilities, projects, and special studies as assigned by the Sr Manager - FP&A and assist other members of the department as needed. **Skills/Requirements** + Minimum of Bachelor's degree in Business Administration with an emphasis in Finance or Accounting. + A strong working knowledge of Excel is required. + Effective communication skills, both within and outside of the Accounting/Finance organization. + An ability and willingness to learn and work with a forecasting system. \#LI-Onsite \#LI-KS1 **_Applicants must be authorized to work in the US without requiring sponsorship now or in the future._** _We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you'll have access to your applicable benefit programs from your first day on the job, with no waiting period. The salary range for this position is $63,900 - $95,900. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location._ **Why Choose Kohler?** We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives. **About Us** It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact ********************* . Kohler Co. is an equal opportunity/affirmative action employer.

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

Sheboygan Auto Group is looking for our next Automotive Finance Manager. This is an exciting opportunity in a growing, fast-paced industry. The Automotive Finance Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or finance, you'll find the right finance and insurance products for every customer, no matter what their situation. What We Offer An Aggressive & Rewarding Compensation Package 401(k) Plan Medical, Dental, and Vision Insurance Life and Disability Paid Vacation Paid Personal Leave Paid Holidays Bonus Programs Vehicle Purchase Programs Schedule flexibility Ongoing training and career development opportunities Responsibilities Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process Work directly with our employees and customers to develop relationships Determine customer financing needs and payment options based on a consultative interview process Present a fully transparent pricing menu to customers detailing their financing options and products Process finance transactions and ensure 100% compliance with all state and federal laws and regulations Follow up with customers to ensure satisfaction Build rapport with customers to create a base of referrals Set and achieve targeted sales goals Gain superior product knowledge to effectively help customers Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy Provide an exceptional customer experience to drive loyalty Qualifications High school diploma or equivalent Proven ability to provide an exceptional customer experience Ability to set and achieve targeted goals Highly detail-oriented and organized Prior Automotive Sales or F & I experience preferred Demonstrated communication, consultative, interpersonal, and organizational skills Experience and desire to work with technology Valid in-state driver's license and an acceptable, safe driving record 18+ years of age or older to comply with the company driving policy About Us Since opening our doors, Sheboygan Auto Group has kept a firm commitment to our customers. Customer satisfaction is our highest priority and our staff is committed to achieving this goal in every aspect of our business. We strive to be the BEST Automotive Car Company in Sheboygan County! Our employees enjoy training programs, a fantastic culture and opportunities for advancement, which are company-wide focuses to help you grow both personally and professionally. We're interested in helping your career and adding to your resume because we know that happy employees lead to happier customers! At Sheboygan Auto Group, part of the Rydell Automotive Group, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee on our team is absolutely critical to our success. Our promise is to keep delivering the same award-winning service and value that our community has come to expect from our dealership through the years. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. We are committed to providing a safe, drug-free work environment. Applicants must be willing to submit to a pre-employment background check and drug test. Interested candidates must possess a valid driver's license and have a satisfactory driving record.

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 ************ ****************************

UW Credit Union is hiring for a Financial Specialist to serve our members at our Oshkosh branch! Financial Specialists play an instrumental role in the retention and satisfaction of our members. Using the UW Credit Union ‘Members for Life philosophy', the Financial Specialist's purpose is to establish and maintain relationships with members, uncover their true needs, provide education on financial options, and make recommendations to help members achieve their financial dreams. In creating meaningful connections, Financial Specialists see every ‘you' - from opening a member's first checking account, to applying for an auto loan or first mortgage, to discussing retirement savings, and beyond. Financial Specialists are not solely driven by sales results. True to our reputation, Financial Specialists at UW Credit Union take time to provide quality solutions unique to each member. Humanity counts most to us, and we would rather miss a sales goal, than make a recommendation that is not in the member's best interest. Why This Job Is Right for You Your role, involves understanding members' needs, offering financial education, consultative sales - making tailored recommendations to help them achieve their financial goals and dreams. As a Financial Specialist, you'll experience the meaningful impact of your assistance, guiding members through pivotal financial moments such as opening their first account, securing loans, and planning for retirement. At UW Credit Union, our focus is on providing personalized solutions that truly benefit each member and making a positive difference in members' lives! Do you have experience with consultative sales and/or recommending products and services to customers? Are you self-motived, curious, empathetic, and solutions-oriented? If yes, then this is the job for you! Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive: 21.5+ days annual paid time off 2 weeks paid caregiver leave 2.5 weeks paid new child parental leave 2 days paid volunteer time 11 paid holidays (includes your birthday!) 401k company match of up to 5%, plus approximately 4% discretionary match Variable bonus reward Competitive Medical, Dental and Vision plans, including domestic partner eligibility Employee Assistance Program And more! Responsibilities Every day will be different, but below is a snapshot of what you will do: Start the day at your assigned branch location and meet with you team for a morning huddle to discuss updates and goals for the day Greet members as they come into the branch and be a resource to our members Meet with members to learn about their financial goals and educate them on financial products and services Open up accounts, complete loan applications, answer member questions, and handle transactions Understand all credit union products and services through training and self-guided learning tools Call members to check-in and follow-up on new account activity Partner with team members to meet the goals for product sales and referrals Be a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists Handle escalations to effectively address critical member needs and concerns Qualifications What You'll Need to Succeed These skills and experiences are essential to your success: 3+ years of customer service and/or consultative sales experience Demonstrated analytical, accuracy and problem-solving skills Ability to learn a wide range of knowledge and continue to learn and develop your skill-set in a robust feedback environment Strong verbal and written interpersonal communication skills Ability to develop and maintain positive relationships and provide top-notch service Demonstrated experience being flexible, adaptable, coachable, and collaborative in an autonomous and constantly changing work environment Natural skill-set to lead and influence others Proficiency with personal computer and office software Must obtain and maintain Notary Public certification in accordance with state requirements These attributes and knowledge are desired but not required: 1-2 years of experience working in a financial institution or in a retail leadership role Knowledge of new accounts, savings instruments, and consumer lending Consultative sales experience

Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. Educate clients about insurance products and recommend appropriate coverage options. Foster strong client relationships through regular follow-ups and proactive communication. QUALIFICATIONS: Experience in financial services preferred. Analytical and communication skills. Goal-oriented and motivated by achieving measurable results. Ability to manage multiple priorities and work effectively in a fast-paced environment. Series 6, 63, 65 or 7 license preferred.

The Business Banker II performs all duties associated with the Business Banker position in underwriting and closing secured and unsecured business loans in accordance with established lending objectives, policies, and procedures. Establishes, maintains, and maximizes relationships with existing and potential customers. Profitably through loan growth, deposits, and fees. Ensures that credit quality guidelines are met/monitored. Principal Duties and Responsibilities: Accountability (30%) Develops new business. Dedicates at least one-two day(s) out of the office weekly for sales calls and a minimum of four hours per week coordinating and planning sales calls. Facilitates negotiation with customers according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loans to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files. Accountability (25%) Grows and maintains a portfolio of new and existing customers and maximizes relationships based on customer needs. Gathers and oversees compilation of all needed information for loan applications. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks, and other information pertinent to evaluation of loan applications. Corresponds with or interviews applicants or creditors to resolve questions and negotiate deals. Accountability (20%) Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate. Accountability (15%) Monitors and collects delinquent accounts in a timely manner within bank procedures/processes. Develops/negotiates revised loan repayment terms/schedules as necessary. Accountability (10%) Monitors and maintains current financial information and performs annual reviews on existing customers. Additional Duties and Responsibilities: Represents the bank in industry and professional associations, community organizations, local business groups, etc., and promotes the bank's favorable image. Seeks networking opportunities with valuable third-party associates and potential clients through community activities, professional organizations, educational workshops and seminars, charitable organizations, and economic and community development organizations (local Chambers, economic development councils, etc.). Remains knowledgeable and abreast of guaranteed government loan programs and other conventional financing mechanisms as a vehicle for customers. Compliance with bank policies and procedures and federal and state laws/regulations. Other duties as assigned. 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 the AML/CFT team. Measures of Performance: Maintains business loan portfolio of $31-40 MM and/or 1-99 Business Account Relationships. Actively develops business for the bank with new loan growth annually. Proactively develops commercial DDA business and cash management products. Contributes to fee/non-interest income. Maintains and monitors past due loans. Knowledge, Skills, and Abilities: Bachelor's degree in the field of business, including specific courses in accounting, finance, and economics plus additional bank related training. Minimum of three years' experience in business banking or related experience. Knowledge of lending regulations and policies. Problem-solving abilities. Business development/sales skills. Effectively communicates in a tactful and courteous manner. Develops good working relationships with colleagues. Working Conditions: Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and average 40 hours a week. This role requires some unscheduled evening and weekend work. Occasional out-of-town and overnight business travel may be required.

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: **************************************************************************

* 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.

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.

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.

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.

Work Mode: Onsite Opportunity Under the direction of the Sr Manager - FP&A for Kitchen & Bath North America, participate in all aspects supporting the Kitchen & Bath North America Planning & Forecasting process and serve as business super-user for the BPC system that supports our forecast and plan consolidation. Specific Responsibilities * Responsible for maintaining the process that supports the forecasting requirements of the business. This includes providing the business with projected income statements and supporting exhibits that are reviewed during the monthly forecast review with the President - KBA. It also includes coordinating the orders and shipment projections by month for each product line, business team, brand, and for specific markets, channels and customers required by the business. * Partner with KBNA Finance to process improve the forecast and planning cycles. The position will be responsible for identifying opportunities to improve the planning and forecasting processes and driving solutions forward. * Partner with Corporate Finance to evaluate and select the FI ONE technology platform. Represent KBNA's interests throughout the process to ensure the chosen solution aligns with day-to-day business requirements and supports long-term financial objectives. * Actively engage associates in Finance and in other functional disciplines to own and support various elements of the annual Plan and monthly Forecast. This position is not responsible for creating these pieces of the projection but is responsible for putting in place a process and the communication necessary to facilitate the respective functional area owning the projection. * Serve as super-user of the system that supports our monthly forecast and annual financial plan consolidation. Provide training and assistance to new and current users. Document and continuously improve processes. Partner with the Global BPC team to implement system improvements and upgrades. * Provide the organization with Source of Business reports and analysis to drive the planning and projecting of program costs such as rebates, commissions, co-op and defective allowances. * Perform other responsibilities, projects, and special studies as assigned by the Sr Manager - FP&A and assist other members of the department as needed. Skills/Requirements * Minimum of Bachelor's degree in Business Administration with an emphasis in Finance or Accounting. * A strong working knowledge of Excel is required. * Effective communication skills, both within and outside of the Accounting/Finance organization. * An ability and willingness to learn and work with a forecasting system. #LI-Onsite #LI-KS1 Applicants must be authorized to work in the US without requiring sponsorship now or in the future. We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you'll have access to your applicable benefit programs from your first day on the job, with no waiting period. The salary range for this position is $63,900 - $95,900. The specific salary offered to a candidate may be influenced by a variety of factors including the candidate's experience, their education, and the work location. Why Choose Kohler? We empower each associate to #BecomeMoreAtKohler with a competitive total rewards package to support your health and wellbeing, access to career growth and development opportunities, a diverse and inclusive workplace, and a strong culture of innovation. With more than 30,000 bold leaders across the globe, we're driving meaningful change in our mission to help people live gracious, healthy, and sustainable lives. About Us It is Kohler's policy to recruit, hire, and promote qualified applicants without regard to race, creed, religion, age, sex, sexual orientation, gender identity or expression, marital status, national origin, disability or status as a protected veteran. If, as an individual with a disability, you need reasonable accommodation during the recruitment process, please contact *********************. Kohler Co. is an equal opportunity/affirmative action employer.

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 ************ ****************************

Job Description The Business Banker II performs all duties associated with the Business Banker position in underwriting and closing secured and unsecured business loans in accordance with established lending objectives, policies, and procedures. Establishes, maintains, and maximizes relationships with existing and potential customers. Profitably through loan growth, deposits, and fees. Ensures that credit quality guidelines are met/monitored. Principal Duties and Responsibilities: Accountability (30%) Develops new business. Dedicates at least one-two day(s) out of the office weekly for sales calls and a minimum of four hours per week coordinating and planning sales calls. Facilitates negotiation with customers according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loans to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files. Accountability (25%) Grows and maintains a portfolio of new and existing customers and maximizes relationships based on customer needs. Gathers and oversees compilation of all needed information for loan applications. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks, and other information pertinent to evaluation of loan applications. Corresponds with or interviews applicants or creditors to resolve questions and negotiate deals. Accountability (20%) Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate. Accountability (15%) Monitors and collects delinquent accounts in a timely manner within bank procedures/processes. Develops/negotiates revised loan repayment terms/schedules as necessary. Accountability (10%) Monitors and maintains current financial information and performs annual reviews on existing customers. Additional Duties and Responsibilities: Represents the bank in industry and professional associations, community organizations, local business groups, etc., and promotes the bank's favorable image. Seeks networking opportunities with valuable third-party associates and potential clients through community activities, professional organizations, educational workshops and seminars, charitable organizations, and economic and community development organizations (local Chambers, economic development councils, etc.). Remains knowledgeable and abreast of guaranteed government loan programs and other conventional financing mechanisms as a vehicle for customers. Compliance with bank policies and procedures and federal and state laws/regulations. Other duties as assigned. 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 the AML/CFT team. Measures of Performance: Maintains business loan portfolio of $31-40 MM and/or 1-99 Business Account Relationships. Actively develops business for the bank with new loan growth annually. Proactively develops commercial DDA business and cash management products. Contributes to fee/non-interest income. Maintains and monitors past due loans. Knowledge, Skills, and Abilities: Bachelor's degree in the field of business, including specific courses in accounting, finance, and economics plus additional bank related training. Minimum of three years' experience in business banking or related experience. Knowledge of lending regulations and policies. Problem-solving abilities. Business development/sales skills. Effectively communicates in a tactful and courteous manner. Develops good working relationships with colleagues. Working Conditions: Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and average 40 hours a week. This role requires some unscheduled evening and weekend work. Occasional out-of-town and overnight business travel may be required.

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.