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Finance associate jobs in Wisconsin - 375 jobs

  • Senior MD, Investment Banking & M&A Growth

    Portage Point Partners

    Finance associate job in Texas, WI

    A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually. #J-18808-Ljbffr
    $127k-237k yearly est. 3d ago
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  • Banker

    Associated Bank-Corp 4.6company rating

    Finance associate job in Chippewa Falls, 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 CPR 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, you'll join a supportive team that values customer relationships, integrity, and career growth. We offer development opportunities, hands-on training, and a chance to make a meaningful impact in the communities we serve. Apply today to make an impact and grow your career with us. 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
  • Personal Banker

    First Mid Bank & Trust 4.0company rating

    Finance associate job in Beloit, WI

    Personal Banker Location: Beloit, WI At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: GENERAL: Use a consultative sales process to build a thorough customer profile and identify current and future financial needs. Opens all deposit related products including but not limited to IRA, Trust, Business, POA, Estate, etc. Analyzes and reviews legal documentation associated with opening accounts. Originate consumer loan applications and assist in the processing of loan applications. May originate Home Equity related products. Review consumer credit report. Maintain an in-depth knowledge of consumer and small business products/services and recommend appropriate solutions. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Commercial and Investment), referring customers when appropriate to provide timely financial solutions. Provide guidance to Universal Bankers and Tellers with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Adhere to established policies and procedures while opening/servicing the full range of bank products. Participate in the opening/closing process of the branch as directed by the Branch Manager. Keep up to date on deposit services procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. May manage a cash drawer and process transactions for customers as needed. Complete other specified duties as assigned. Travel to other branches within the region when required SALES: Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Ability to professionally represent First Mid in terms of appearance and verbal/written communication. Consistently meet/exceed customer experience and individual/team production goals. Qualifications Education: High School Diploma/GED required. Experience: 3+ years' experience in the financial industry. Skills: Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Demonstrated ability to develop a working knowledge of branch policies and procedures in order to utilize good judgment in making sound decisions. This position may require S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position Bilingual English/Spanish Preferred Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123 Pay Range: $19.66 - $24.59 per hour Apply for this Position
    $19.7-24.6 hourly 3d ago
  • Business Digital Banking Specialist I

    Nicolet National Bank 4.2company rating

    Finance associate job in Green Bay, 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 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
  • US Private Bank- Private Banker- 2026 ReEntry Program 2026

    Jpmorgan Chase & Co 4.8company rating

    Finance associate job in Milwaukee, WI

    JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Join a team delivering premiere service to high net worth clients through holistic financial advisement. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills * Three plus years of previous work experience in Private Banking or Financial Services * Bachelor's Degree required; MBA, JD, CFA, or CFP preferred * Proven sales success and strong business acumen * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills * Proactive, takes initiative, and uses critical thinking to solve problems * Strong community presence with an established network * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $31k-67k yearly est. Auto-Apply 51d ago
  • Finance Intern

    Forward Bank 4.0company rating

    Finance associate job in Marshfield, WI

    Named American Banker's "Best Banks to Work For" six consecutive years and now CertifiedTM by Great Place To Work....Here's your chance to Move FORWARD with us and see what all the excitement is about! Forward is looking for a Finance Intern to join us during the summer of 2026. As a Finance Intern, you'll gain hands-on experience in three key financial areas: Lending/Credit, Insurance, and Investments. This rotational program provides exposure to different aspects of financial sales, allowing you to develop critical skills while working alongside industry professionals. Key Responsibilities Rotate between Lending/Credit, Insurance, and Investments, supporting daily operations and learning from experienced professionals. Engage with clients, assist with sales initiatives, and develop an understanding of financial products. Work on assigned projects designed to enhance industry knowledge and practical skills. Research industry trends and prepare insights to support business decisions. Participate in team meetings, training sessions, and mentorship opportunities. Qualifications Currently pursuing a degree in Business, Finance, Economics, Marketing, or a related field. Strong interpersonal and communication skills with a customer-focused mindset. Interest in sales, financial services, and relationship management. Ability to work both independently and collaboratively in a team setting. Detail-oriented, organized, and eager to learn. Join our team and help us live our mission… To Move Our Communities FORWARD!
    $32k-36k yearly est. Auto-Apply 60d+ ago
  • Finance Intern

    Veolia 4.3company rating

    Finance associate job in Milwaukee, WI

    Veolia in North America is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. Veolia helps commercial, industrial, healthcare, higher education and municipality customers throughout North America. Headquartered in Boston, Veolia has more than 10,000 employees working at more than 350 locations across North America. Job Description Position Purpose: FINANCE INTERNSHIP - In this role, you will have an opportunity to work alongside experienced professionals within the Finance organization. You will also gain exposure to technical and commercial aspects of the Hazardous Waste business while supporting the Finance team with its planning & analysis requirements. You will assist the Finance team in achieving its project goals and objectives as an active participant. Primary Duties /Responsibilities: * Work with Regional/Branch Finance professionals, supporting their completion of budget templates & budget tool inputs--answering questions and offering guidance to ensure timely & accurate submissions. * Work with operations teams in support of monthly closing activities, assisting in the development and maintenance of financial analysis packages aligned to regional, legal entity and business line reporting. * Work with the Finance team to optimize & maintain the financial landing file and profitability analysis by Region and Business Line-key working analyses during each monthly closing. * Work on various projects related to Support Functions' (departmental) process improvements, or special projects in a variety of areas in order to fulfill business initiatives and meet business objectives. * Communicate issues and roadblocks related to areas of responsibility. * May be asked to prepare and deliver insights and recommendations based on analyses. * Produce findings and draw conclusions from analyses. Make oral and written recommendations to management. Internships are focused on learning and exposure to fundamental business processes and procedures. Although this position is focused on The Hazardous Waste business unit, candidates may support any of the Veolia North America business functions. Work Environment: Environments vary by internship function from office to field to plant. Our aim is to provide tangible industry job experience to each intern. While we may extend offers to some interns, there is no guarantee of a job offer at the end of the internship. Qualifications Education / Experience / Background: * Working towards a four year degree and in a Finance or Accounting major. * 3.2 Cumulative G.P.A required Knowledge / Skills / Abilities: * Strong communication skills, including written, verbal, listening, presentation and facilitation skills / Demonstrated ability to build collaborative relationships * Analytical and problem-solving skills. * Strong attention to detail and accuracy. * Ability to work independently and as part of a team. * Experience with Google Workspace applications - Google Sheets, Google Slides, and Drive * SAP ERP system experience is a plus, but not required Required Certification / Licenses / Training: * Certification/Licenses/Training not generally required for an internship. Additional Information We are 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 or protected veteran status. Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.
    $34k-47k yearly est. 8d ago
  • Business Banker II

    Horicon Bank 3.6company rating

    Finance associate job in Fond du Lac, WI

    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.
    $36k-67k yearly est. 7d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance associate job in Milwaukee, 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
  • Spring 2026 Finance Intern

    Dr Power LLP 4.2company rating

    Finance associate job in Waukesha, WI

    We are Generac, a leading energy technology company committed to powering a smarter world. Over the 60 plus years of Generac's history, we've been dedicated to energy innovation. From creating the home standby generator market category, to our current evolution into an energy technology solutions company, we continue to push new boundaries. The internship program at Generac is designed to give students a chance to develop their business and technical skills by assisting with ongoing and project related activities within our accounting department. This internship will introduce the candidate to the Shared Services accounting functions - including Accounts Payable, Cash application, and/or Credit Memos. In addition, the candidate will support various “continuous improvement” projects. The position is a parttime (approx. 15 hours/week), academic year internship position with an immediate start date and the opportunity to extend into a fulltime internship during the summer break. Major Responsibilities Assist the Shared Services team: Brainware processing - AP automation software failures & manually resolving AR Cash application/posting offsets to customer accounts Credit memo processing in SAP Past due invoice resolution Excel reporting as needed Mail distribution Complete other projects as assigned Minimum Job Requirements Education Currently enrolled in an Associates or Bachelor's program with an emphasis in Business Administration, Accounting, or Finance Minimum 3.0 GPA Knowledge / Skills / Abilities Microsoft Excel experience Conscientious, self-motivated worker with attention to detail Ability to work independently and in a group setting Dependable and organized Preferred Job Requirements Education Sophomore year status or higher Knowledge / Skills / Abilities Desire to work in a fast-paced environment with multiple demands requiring initiative and independence Proficiency in Microsoft Office programs Excellent written and verbal communication skills Physical Demands: While performing the duties of this job, the employee is regularly required to talk and hear; and use hands to manipulate objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 25 - 50 pounds. Specific conditions of this job are typical of frequent and continuous computer-based work requiring periods of sitting, close vision and ability to adjust focus. Occasional travel. “We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.”
    $32k-41k yearly est. Auto-Apply 11d ago
  • Corporate Financial Accounting - Masters Intern

    Hoffmaster 4.4company rating

    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
  • Business Banker

    Citizens Bank 3.7company rating

    Finance associate job in Mukwonago, WI

    At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team. HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs *Hours may vary based on business needs Description: Responsible for developing and maintaining long term customer relationships with commercial customers. Essential duties and responsibilities: Developing and maintaining long term customer relationships that generate loans, deposits and fee income Negotiating commercial loan terms that are consistent with internal credit standards Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs Working closely with the Commercial Credit Department to create credit presentations Presenting customer financial information to relevant committees Cross selling all relevant bank products and services to commercial customers Effectively managing loan portfolio Any other duties as assigned. Requirements: High School Diploma or GED required Bachelor's degree preferred 5+ years Commercial Lending experience Ability to cross sell banking and other financial services products Extensive knowledge of standard commercial lending practices Banking experience and knowledge of bank systems & practices preferred Ability to make decisions with little supervision. Effective presentation skills. High level of professionalism Strong verbal and written communication skills Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines. ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
    $28k-49k yearly est. Auto-Apply 60d+ 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
  • Banker (Spanish Bilingual Preferred)

    Associated Bank-Corp 4.6company rating

    Finance associate job in Kenosha, 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
  • Personal Banker

    Nicolet National Bank 4.2company rating

    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
  • Business Banker II

    Horicon Bank 3.6company rating

    Finance associate job in Fond du Lac, WI

    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.
    $36k-67k yearly est. 6d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance associate job in Milwaukee, 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.
    $500 weekly Auto-Apply 13d ago
  • Business Banker

    Citizens Bank 3.7company rating

    Finance associate job in Mukwonago, WI

    At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team. HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs *Hours may vary based on business needs Description: Responsible for developing and maintaining long term customer relationships with commercial customers. Essential duties and responsibilities: Developing and maintaining long term customer relationships that generate loans, deposits and fee income Negotiating commercial loan terms that are consistent with internal credit standards Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs Working closely with the Commercial Credit Department to create credit presentations Presenting customer financial information to relevant committees Cross selling all relevant bank products and services to commercial customers Effectively managing loan portfolio Any other duties as assigned. Requirements: High School Diploma or GED required Bachelor's degree preferred 5+ years Commercial Lending experience Ability to cross sell banking and other financial services products Extensive knowledge of standard commercial lending practices Banking experience and knowledge of bank systems & practices preferred Ability to make decisions with little supervision. Effective presentation skills. High level of professionalism Strong verbal and written communication skills Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines. ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
    $28k-49k yearly est. Auto-Apply 60d+ ago
  • Banker

    Associated Bank-Corp 4.6company rating

    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
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance associate job in Weston, 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.
    $500 weekly Auto-Apply 7d ago

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