Finance representative jobs in La Crosse, WI - 2,084 jobs
All
Finance Representative
Relationship Banker
Finance Associate
Representative
Finance Advisor
Banker
Finance Internship
Investment Banker
Sales Representative
Personal Banker
Sales Representative
Crown Cork & Seal USA, Inc. Careers
Finance representative job in Chippewa Falls, WI
About Crown: CROWN Cork & Seal USA, Inc., a wholly owned company of Crown Holdings, Inc. is a global leader in the design, manufacture, and sale of packaging products for consumer goods. At Crown, we are passionate about helping our customers build their brands and connect with consumers around the world. We do this by delivering innovative packaging that offers significant value for brand owners, retailers, and consumers alike. With operations in 39 countries employing approximately 23,000 people and net sales of approximately $12 billion, we are uniquely positioned to bring best practices in quality and manufacturing to our customers to drive their businesses locally and globally. Sustaining a leadership position requires us to build a team of highly talented, dedicated and driven individuals.
Division Overview:
CarnaudMetalbox Engineering is the Machinery Division, Conveying Systems Division (based in the UK) and Tooling Division (Based in the USA) of Crown Cork and Seal, which provides Global customers with High Quality Metal Forming Machinery along with Conveying and Tooling for them to manufacture a variety of packaging solutions. The Machinery and Tool Division is part of CarnaudMetalbox (CMB), a Crown Company.
Locations: CMbE H-V Industries - Trevose, PA
CMbE Wissota Tools - Chippewa Falls, WI
CMbE Machinery - Lancaster, OH
CMbE Norwalk - Norwalk, CT
Candidate requirements:
60% travel
Bachelor's degree or equivalent experience in an Engineering field or Industrial Manufacturing.
Candidate must be an effective team player with ethical integrity and effective communication skills.
5 Years' experience with sales of an Industry Specific product
*Actual salary will be determined based on skill and experience level*
Will report to the District Sales Manager with Dotted Lines to H-V and Wissota Plant Managers
Responsibilities include:
Ability to read and interpret mechanical assemblies and parts drawings.
Provide Technical assistance to customers as needed.
Build effective relationships with the customers/clients to maintain professional leverage.
Proactively communicate with customers to identify needs.
Communicate with customers to ensure all expectations are met and company performance is maintained as the highest level of service.
Requires strong forecasting and analytical skills.
Coordinate with other department heads, integrating objectives and ideas for organizational growth.
Monitor quality and communicate discrepancies with department heads to ensure corrective actions are defined and incorporated.
Monitor and review company's project activities and ensure that they are brought to completion within scheduled period and budget.
Provide effective management to organization's business activities that have to do with its strategic and financial growth.
Perform cost and sales pricing analysis.
Coordinate with other divisions to develop plans for launch of new products. Coordinate implementation plans as it relates to business units.
Participate in the development of divisional annual budget review process utilizing data collected through business unit's strategies and regional sales forecast.
Participate in the development of the annual CAPEX plan to ensure business units objectives are met.
Identify and attend trade shows to generate sales growth.
Monitor incoming orders for respective business units.
Analyze and explore market trends; identify new opportunities in assigned business segment. Coordinate analysis across the business units.
Obtain necessary documents to set up new customer accounts and vendors when applicable.
Take action to eliminate potential delays using various means (i.e., production workaround, outsourcing) and if delay cannot be eliminated, communicate with customers to inform them of delay and assess impact.
Coordinate with District Sales Manager to provide quotations based on review of customer input and ensure all documentation is provided to downstream users.
Coordinate with Location Sales personnel to identify trends and react to low order volumes.
Communicate with Purchasing functions to review status of orders to monitor on-time deliveries.
Prepare, review and present weekly reports to plant personnel/management teams providing status of orders to include potential delays.
Complete project management review with locations to keep all organizations informed.
Perform day-to-day administration tasks, such as processing information files and other paperwork.
$41k-72k yearly est. 2d ago
Looking for a job?
Let Zippia find it for you.
Senior MD, Investment Banking & M&A Growth
Portage Point Partners
Finance representative 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
Island Passport Club Representative
Treasure Island Resort & Casino 4.1
Finance representative job in Farmington, MN
Pay Rate: $16.00 an hour with $2.00 an hour additional shift differential on swing and grave shift ESSENTIAL DUTIES AND RESPONSIBILITIES
Welcome guests, answer questions and provide information and support to guests
Input, update and maintain accurate player information in the casino management system
Issue Island Passport club cards for club members
Be knowledgeable about and provide guests with information regarding Island Passport club membership, property-wide events and other property amenities
Redeem cash, prizes and comps for guests following department guidelines
Meet goals as established by management
Maintain a working knowledge of promotional systems
Performance point and promotion adjustments following department guidelines
KNOWLEDGE AND CERTIFICATION, SKILLS AND ABILITIES
Required Knowledge and Certification:
High School Diploma/GED or equivalent experience
Preferred Knowledge and Certification:
1-year hospitality or guest service experience, preferably in casinos
Required Skills:
Accurate and detail oriented
Highly organized and ability to adapt quickly to changing priorities
Excellent verbal and interpersonal communication and problem solving skills
Proven high guest service skills
Proficient computer skills Microsoft Office (Word, Excel and Outlook) and Windows
Required Abilities:
Ability to work in a fast paced environment
Ability to interact with guests, coworkers and management in a professional and courteous manner
Ability to follow established dress code policies and practice good personal hygiene
Ability to speak in a clear, concise and pleasant voice
Ability to retain large amounts of information regarding the property and its amenities
Ability to read and write English
PHYSICAL DEMANDS
Must be able to walk, stand and/or sit for long periods throughout the day
Must have a good sense of balance, and be able to bend, kneel, stoop and twist
Must be able to push, pull and grasp objects occasionally
Must have the ability to independently lift up to 25 pounds occasionally
Must be able to perform repetitive hand and wrist motions
WORKING ENVIRONMENT
Office, restaurant, gaming floor and convention center environment including flashing lights, frequent loud noises and cigarette smoke and outdoors for guest events
Must be willing to work a flexible schedule including all shifts, weekends and holidays
Extensive computer use
Occasionally must deal with angry or hostile individuals
High volume direct public contact
$16 hourly 8d ago
Relationship Banker
Bank of America Corporation 4.7
Finance representative job in Clinton, IA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$24k-28k yearly est. 6d ago
Financial Associate Credit Ag Lending
Compeer Financial 4.1
Finance representative job in Mankato, MN
Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.
How we support you:
Hybrid model - up to 50% work from home
Flexible schedules including ample flexibility in the summer months
Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
Learning and development programs
Mentorship programs
Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement and more!
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
To learn more about Compeer Financial visit************************
Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN, Lakeville, MN or Waite Park, MN office locations.
The contributions you will make: The Financial Associate Program is a 12-18 month training program. The full-time benefit eligible Financial Associate works through a syllabus which will prepare them for a position in Credit.
A typical day:
Provides accurate financial analysis and loan structuring analysis to Financial Officers on select loan accounts utilizing Salesforce (nCino), Tool for Reasoning Analysis and Credit (TRAC), Credit Desk, or other software to determine credit risk and support the loan decision.
Performs verification of assets, liabilities and income using public records, outside vendors and direct contact methods.
Provides prompt turn around on credit packaging and servicing requests coming to the department.
Spends time contacting the client's or prospective client's farm/agribusiness.
Markets credit and related services, establishing new market relationships which will contribute towards attainment of Compeer Financial's goals and business objectives.
Assists with the maintenance of a prospect file, establishing ongoing prospecting plans and activities, and developing and making a commitment to individual sales goals for both loans and related services.
Accomplishments will include sales closings, servicing insurance policies, appraisals, positive client relations and generally contributing to Compeer Financial's image as the leading financial institution committed to clients.
The skills and experience we prefer you have:
Pursuing a bachelor's degree in Agricultural Economics, Ag Business or equivalent ag or business related degree.
Knowledge of farm production methods and products, a general understanding of farm business management and finance.
Experience in agribusiness/farming industry, agricultural credit or closely related field preferred.
Solid organizational, interpersonal, communication, problem solving, analytical, negotiating and influencing skills.
Must demonstrate effective team building and processing skills.
The understanding of and ability to use various computer, business/financial applications.
How we will take care of you:
Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.
Base Pay$57,900-$73,900 USD
Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
Click here to view federal employment laws applicable for applicants.
$57.9k-73.9k yearly 3d ago
Banker
Associated Bank-Corp 4.6
Finance representative 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
SBA Banker III
Seacoast National Bank 4.9
Finance representative job in Des Moines, IA
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$28k-42k yearly est. 3d ago
Relationship Banker
Old National Bank 4.4
Finance representative job in Roseville, MN
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2026-19089 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Need help finding the right job?
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
$17 hourly 3d ago
Personal Banker
First Mid Bank & Trust 4.0
Finance representative 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
Financial Advisor
Northwestern Mutual 4.5
Finance representative job in Onalaska, WI
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financialrepresentative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active FinancialRepresentatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual FinancialRepresentative, 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 for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$66k-116k yearly est. Auto-Apply 15d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance representative job in La Crosse, WI
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 37d ago
Personal Relationship Banker (Part-time) (51934)
Verve A Credit Union 4.0
Finance representative job in Holmen, WI
The Member Specialist serves as a member ambassador, providing exceptional service and personalized solutions across in-person, phone, and digital channels. This role delivers accurate and efficient transaction processing, opens and services consumer deposit accounts, and takes applications for credit cards and unsecured loans and lines of credit. The Member Experience Advisor explains account features and regulatory requirements in clear, member-friendly terms while ensuring compliance with all applicable policies, procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen relationships and support Verve's growth objectives.
POSITION RESPONSIBILITIES
Member Experience
Greet members promptly and professionally, creating a welcoming environment.
Process member transactions including deposits, withdrawals, loan payments, cash advances, check cashing, and official checks.
Verify endorsements, signatures, and proper identification; always maintain confidentiality.
Open and close all standard consumer deposit accounts, adding, changing, or removing beneficiaries and Payable on Death designations as requested.
Clearly explain consumer account summaries, product features, and regulatory terms in language members understand.
Handle “Red Flag” identity theft prevention procedures accurately.
Assist members with digital banking tools and problem resolution.
Growth
Take applications for credit cards, unsecured loans, and unsecured lines of credit.
Identify opportunities to help members thrive financially with a focus on managing money, saving for the future, optimizing payments, and borrowing responsibly.
Maintain current knowledge of Verve products, services, promotions, and competitor offerings to effectively position solutions.
Participate in branch and community outreach activities to promote Verve's brand and attract new members.
Operational & Compliance Excellence
Balance and maintain cash drawer and recycling supply daily, process ATM, night deposit, and mail transactions.
Complete product code changes accurately and in a timely manner.
Follow all operational policies, procedures, and security protocols.
Ensure compliance with all applicable laws and regulations, including BSA/AML, OFAC, and USA PATRIOT Act requirements.
Complete required annual compliance training and apply standards consistently.
Qualifications
EDUCATION AND EXPERIENCE
High school diploma or equivalent required.
Minimum six (6) months of customer service, retail banking, or cash handling experience.
Basic knowledge of financial products, services, and regulations preferred.
KEY COMPETENCIES
Strong interpersonal skills with a friendly, professional demeanor.
Excellent attention to detail and accuracy in transactions.
Ability to explain financial concepts clearly to members.
Proficient computer skills including Microsoft Office; ability to learn core banking systems.
Reliable and consistent in attendance and performance.
Ability to work Saturdays as scheduled.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
Physical Requirements: Ability to sit or stand at a desk the majority of the day; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard, and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch.
WHAT DO WE OFFER?
BENEFITS
Pre-tax and Roth 401(k) Safe Harbor option
Paid time off (PTO)
Paid holidays, including birthday
Employee Assistance Program
The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.
$32k-36k yearly est. 12d ago
Relationship Banker
Citizens State Bank of La Crosse 3.4
Finance representative job in Onalaska, WI
Full-time Description
Are you an outgoing, motivated individual who is a self-starter and great with customers? Want to learn new things and build your professional skillset? How about working for a top community bank that inspires you to achieve your full potential and become a happier and better individual? If you are willing to learn, we are willing to train you!
Citizens State Bank, a locally owned community bank, is looking for highly motivated candidates with a passion for five-star customer service to fill an open full-time Relationship Banker position in our Onalaska office.
This is a full-time Monday through Friday position. As a Relationship Banker, you will work with consumer and business customers in opening and servicing deposit accounts, along with working with existing customers to solicit and grow new business.
It is essential that our applicants be dynamic, sociable, and enthusiastic team players while possessing a positive can-do attitude, excellent judgement, and communication skills. In order for the candidate to be able to deliver the #citizensexperience, the candidate must also have superior customer service and computer skills, great attention to detail, and the ability to multitask. Previous retail or banking experience and/or sales background is preferred, but not required. If this is a position that matches your skillset and you can see yourself being successful in it, we will be happy to teach and continue to develop you!
Citizens State Bank offers an excellent salary and benefits package-including access to free health care. Combine that with our dynamic culture, and you'll see why we're unlike any other. Candidates interested in working in a fun, high-energy organization that was named as one of the top Community Banks in the nation, and an American Banker's
Best Banks to Work For,
should visit our employment opportunities page.
Do not wait, our positions fill quickly, and you do not want to miss out on joining the best culture in the industry! While you wait for our response, check us out on Facebook and visit our website at *************************
$26k-33k yearly est. 7d ago
Financial Aid Associate
University of Wisconsin Stout 4.0
Finance representative job in La Crosse, WI
Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.
Position Title:Financial Aid AssociateJob Category:University StaffEmployment Type:RegularJob Profile:Administrative Assistant IIIJob Duties:
Under general supervision, this position advises students and parents in completing financial aid forms, in explaining the various student loan types, and in filing appeals. Serves in a triage role in determining if a student needs to speak with a counselor and, if so, which counselor can best meet their needs or if another office could serve them better. Explains complex financial aid procedures and regulations to both students and their parents.
Has primary responsibility for the coordination of administrative functions related to the Job Location Development program (a program linking external employers and students seeking employment).
Assists with training and supervision all student employees who work at the front desk/reception area.
The position has responsibility for outreach efforts to current and former students.
They also may assist with management of our outside scholarship database.
General working hours are Monday thru Friday 7:45am to 4:30pm.
The Division of Academic Affairs encompasses a wide array of activities and functions that ensure the overall academic quality of the institution. This includes providing administrative oversight and academic leadership for: the College of Business Administration; the College of Arts, Social Sciences, and Humanities,; the College of Science and Health; the School of Education; Murphy Library; Admissions; Records and Registration; Financial Aid; Career Services; Academic Advising; University Graduate Studies; Continuing Education and Extension; the Office of Research and Sponsored Programs; the Office of Undergraduate Research and Creativity; the Center for Advancing Teaching and Learning; Institutional Research; and International Education & Engagement. Academic Affairs also provides leadership and support to the nearly four hundred full-time faculty and instructional academic staff, 73 percent of whom hold terminal degrees. Through its various functions, the Division of Academic Affairs supports students in the pursuit of excellence in undergraduate and graduate education as well as scholarly activity.
UW-La Crosse 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. If you have questions regarding this, please contact Human Resources at ************.
The review of applications starts on January 20, 2026. Applications received on or before January 20th are prioritized and review will continue until the position(s) is/are filled. Initial interviews will be conducted virtually, with shortlisted candidates invited to campus.
Key Job Responsibilities:
Manage Financial Aid Office Student Employees.
Maintain Financial Aid Office TV, brochure racks, front desk area.
Assist other Financial Aid Office staff members with projects and work assignments as necessary for effective overall financial aid program efficiency and office operations.
Other duties as assigned.
Coordinate administrative functions related to the Off Campus Part Time Job Board.
Assist with all administrative functions related to the (electronic) campus part time job board Handshake.
Respond to telephone calls and emails from student, off campus employers, and on campus departments requesting information about or assistance with the part time job board.
Place follow up calls or send emails to employers, both on and off campus, to gather information needed to closeout jobs, repost, or post new opportunities via the website.
Maintain records on a monthly and yearly basis by completing necessary forms and end of year report.
Maintain lists of students interested in temporary work (child care, lawn care, snow shoveling, odd jobs). Verify enrollment status and send out listings, as requested, to potential employers.
Coordinate promotional activities related to the online part time job board as it relates to the development of additional part time job opportunities for UWL students.
Function as paraprofessional advisor for telephone, e-mail, and walk-in tasks in the Financial Aid Office.
Serve in a ‘triage' role, by independently advising students, parents, campus departments and the general public concerning financial aid procedures, providing technical explanations, or referring constituents to the appropriate financial aid counselor.
Explain options and alternatives and answer both general and detailed questions.
Interpret and relay information from a variety of platforms, including Peoplesoft Student Information System, Image Now electronic document system and various US Dept of Education databases.
Review information in the student information system to respond to general and detailed questions such as, determining current application status, supporting documentation requirements, and communicate that information to the applicant.
Advise students when prerequisites must be resolved through other campus departments such as Records and Registration, Cashier's, Admissions, etc. Refer students to outside agencies, such as loan servicers, US Dept of Education, etc. when appropriate.
Provide information on how to apply for financial aid, indicating requirements for undergraduate and graduate students (new freshmen, transfers, and re-entrants). Assist students and parents in completing financial aid forms (including Federal verification forms, institutional application, etc.)
Coordinate the processing of incoming mail including email and mail correspondence -date stamp, check student application status, for appropriate processing and prepare documents for student imaging staff.
Verify all financial aid checklist items; compare items requested to imaged documents checking for accuracy.
Perform student outreach
Reach out to students who have outstanding checklist items, unaccepted aid, and outstanding balances.
Provide other outreach using the office outreach calendar.
Assist with loan default prevention efforts for former students.
Assist with management and updating of office website.
Department:
Financial Aid
Compensation:
$17.67/hour ($18.00/hour effective 12/28/25)
Required Qualifications:
High school diploma or equivalent.
Knowledge and experience in the use of e-mail (i.e. Outlook, Office 365, etc.) functions including electronic calendaring.
Effective oral and written communication skills.
Excellent organizational and time management skills.
Ability to coordinate projects, multitask, and work independently, as well as independently set priorities to meet the demands of the position.
Possess an attention to details and timelines/due dates despite frequent interruptions.
Ability to meet and work effectively with students, parents, and people across multiple levels of the organization.
Ability to use discretion and good judgment regarding confidential information.
Preferred Qualifications:
Ability and willingness to maintain and enhance professional competencies by participating in professional development workshops, seminars, and training sessions.
Ability to plan, assign, and supervise the work of others (student supervision).
Functional expertise with PeopleSoft Student Information.
Knowledge of the Financial Aid programs, processes, regulations, etc.
Experience working in a highly regulated environment.
How to Apply:
Required application documents:
Cover letter (that addresses the required and preferred qualifications)
CV / Resume
Contact Information:
Christina Hayes ****************
Special Notes:
Application deadlines
TO ENSURE CONSIDERATION: Priority consideration is given to those candidates who apply by the listed ‘First Review Date'. Applications received after that date may be considered at the discretion of the search committee. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration. If you have questions regarding this recruitment, or if you are not able to complete the application online due to a disability or system problem, please contact the Office of Human Resources.
Confidentiality of Applicant Materials
UWL is a state agency and subject to Wisconsin's Open Records Law. UWL 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.
Annual Security and Fire Safety Report (Clery Act)
For the UWL Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see *************************************************************************** or contact the University Police Department at ************.
INFORMATION ABOUT YOUR BENEFITS
Your benefits add an additional 40%+ to the overall financial package from the university.
Highlights include:
Paid vacation for 12-month positions.
Excellent flexible health insurance with low co-pays and good coverage.
Paid holidays and paid sick days.
After 5 years of employment, you become vested in our retirement system which ensures income post-career.
Benefits at UWL are highly competitive with local industry and some of the strongest in state and nation.
Benefit eligibility is determined at the point of hire. This information is provided for illustrative purposes only. Benefits are also pro-rated based on the appointment percentage.
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.
$17.7-18 hourly Auto-Apply 31d ago
Financial Aid Associate
University of Wisconsin Oshkosh 3.6
Finance representative job in La Crosse, WI
Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Financial Aid Associate Job Category: University Staff Employment Type: Regular Job Profile:
Administrative Assistant III
Job Duties:
Under general supervision, this position advises students and parents in completing financial aid forms, in explaining the various student loan types, and in filing appeals. Serves in a triage role in determining if a student needs to speak with a counselor and, if so, which counselor can best meet their needs or if another office could serve them better. Explains complex financial aid procedures and regulations to both students and their parents.
Has primary responsibility for the coordination of administrative functions related to the Job Location Development program (a program linking external employers and students seeking employment).
Assists with training and supervision all student employees who work at the front desk/reception area.
The position has responsibility for outreach efforts to current and former students.
They also may assist with management of our outside scholarship database.
General working hours are Monday thru Friday 7:45am to 4:30pm.
The Division of Academic Affairs encompasses a wide array of activities and functions that ensure the overall academic quality of the institution. This includes providing administrative oversight and academic leadership for: the College of Business Administration; the College of Arts, Social Sciences, and Humanities,; the College of Science and Health; the School of Education; Murphy Library; Admissions; Records and Registration; Financial Aid; Career Services; Academic Advising; University Graduate Studies; Continuing Education and Extension; the Office of Research and Sponsored Programs; the Office of Undergraduate Research and Creativity; the Center for Advancing Teaching and Learning; Institutional Research; and International Education & Engagement. Academic Affairs also provides leadership and support to the nearly four hundred full-time faculty and instructional academic staff, 73 percent of whom hold terminal degrees. Through its various functions, the Division of Academic Affairs supports students in the pursuit of excellence in undergraduate and graduate education as well as scholarly activity.
UW-La Crosse 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. If you have questions regarding this, please contact Human Resources at ************.
The review of applications starts on January 20, 2026. Applications received on or before January 20th are prioritized and review will continue until the position(s) is/are filled. Initial interviews will be conducted virtually, with shortlisted candidates invited to campus.
Key Job Responsibilities:
Manage Financial Aid Office Student Employees.
* Maintain Financial Aid Office TV, brochure racks, front desk area.
* Assist other Financial Aid Office staff members with projects and work assignments as necessary for effective overall financial aid program efficiency and office operations.
* Other duties as assigned.
Coordinate administrative functions related to the Off Campus Part Time Job Board.
* Assist with all administrative functions related to the (electronic) campus part time job board Handshake.
* Respond to telephone calls and emails from student, off campus employers, and on campus departments requesting information about or assistance with the part time job board.
* Place follow up calls or send emails to employers, both on and off campus, to gather information needed to closeout jobs, repost, or post new opportunities via the website.
* Maintain records on a monthly and yearly basis by completing necessary forms and end of year report.
* Maintain lists of students interested in temporary work (child care, lawn care, snow shoveling, odd jobs). Verify enrollment status and send out listings, as requested, to potential employers.
* Coordinate promotional activities related to the online part time job board as it relates to the development of additional part time job opportunities for UWL students.
Function as paraprofessional advisor for telephone, e-mail, and walk-in tasks in the Financial Aid Office.
* Serve in a 'triage' role, by independently advising students, parents, campus departments and the general public concerning financial aid procedures, providing technical explanations, or referring constituents to the appropriate financial aid counselor.
* Explain options and alternatives and answer both general and detailed questions.
* Interpret and relay information from a variety of platforms, including Peoplesoft Student Information System, Image Now electronic document system and various US Dept of Education databases.
* Review information in the student information system to respond to general and detailed questions such as, determining current application status, supporting documentation requirements, and communicate that information to the applicant.
* Advise students when prerequisites must be resolved through other campus departments such as Records and Registration, Cashier's, Admissions, etc. Refer students to outside agencies, such as loan servicers, US Dept of Education, etc. when appropriate.
* Provide information on how to apply for financial aid, indicating requirements for undergraduate and graduate students (new freshmen, transfers, and re-entrants). Assist students and parents in completing financial aid forms (including Federal verification forms, institutional application, etc.)
* Coordinate the processing of incoming mail including email and mail correspondence -date stamp, check student application status, for appropriate processing and prepare documents for student imaging staff.
* Verify all financial aid checklist items; compare items requested to imaged documents checking for accuracy.
Perform student outreach
* Reach out to students who have outstanding checklist items, unaccepted aid, and outstanding balances.
* Provide other outreach using the office outreach calendar.
* Assist with loan default prevention efforts for former students.
* Assist with management and updating of office website.
Department:
Financial Aid
Compensation:
$17.67/hour ($18.00/hour effective 12/28/25)
Required Qualifications:
* High school diploma or equivalent.
* Knowledge and experience in the use of e-mail (i.e. Outlook, Office 365, etc.) functions including electronic calendaring.
* Effective oral and written communication skills.
* Excellent organizational and time management skills.
* Ability to coordinate projects, multitask, and work independently, as well as independently set priorities to meet the demands of the position.
* Possess an attention to details and timelines/due dates despite frequent interruptions.
* Ability to meet and work effectively with students, parents, and people across multiple levels of the organization.
* Ability to use discretion and good judgment regarding confidential information.
Preferred Qualifications:
* Ability and willingness to maintain and enhance professional competencies by participating in professional development workshops, seminars, and training sessions.
* Ability to plan, assign, and supervise the work of others (student supervision).
* Functional expertise with PeopleSoft Student Information.
* Knowledge of the Financial Aid programs, processes, regulations, etc.
* Experience working in a highly regulated environment.
How to Apply:
Required application documents:
Cover letter (that addresses the required and preferred qualifications)
CV / Resume
Contact Information:
Christina Hayes ****************
Special Notes:
Application deadlines
TO ENSURE CONSIDERATION: Priority consideration is given to those candidates who apply by the listed 'First Review Date'. Applications received after that date may be considered at the discretion of the search committee. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration. If you have questions regarding this recruitment, or if you are not able to complete the application online due to a disability or system problem, please contact the Office of Human Resources.
Confidentiality of Applicant Materials
UWL is a state agency and subject to Wisconsin's Open Records Law. UWL 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.
Annual Security and Fire Safety Report (Clery Act)
For the UWL Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see *************************************************************************** or contact the University Police Department at ************.
INFORMATION ABOUT YOUR BENEFITS
Your benefits add an additional 40%+ to the overall financial package from the university.
Highlights include:
* Paid vacation for 12-month positions.
* Excellent flexible health insurance with low co-pays and good coverage.
* Paid holidays and paid sick days.
* After 5 years of employment, you become vested in our retirement system which ensures income post-career.
* Benefits at UWL are highly competitive with local industry and some of the strongest in state and nation.
Benefit eligibility is determined at the point of hire. This information is provided for illustrative purposes only. Benefits are also pro-rated based on the appointment percentage.
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.
$17.7-18 hourly Auto-Apply 30d ago
Intern - Financial Planning
Trust Point Inc. 4.2
Finance representative job in La Crosse, WI
Job Description
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Voted Best Place to Work for the 8th year in a row! Trust Point Inc. of La Crosse, WI. is looking for an intern to gain hands on experience within their Financial Planning Team.
We are currently seeking candidates for an 12-to-24-month internship to begin in January 2026. This internship will provide candidates with the opportunity to work approximately 15 hours per week during the school year and allow for additional hours during the summer months.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year.
A DAY IN THE LIFE OF A FINANCIAL PLANNING INTERN
As an intern on our Financial Planning Team you will have the opportunity to work alongside our highly credentialed Financial Planners, Relationship Managers, and Wealth Management Support Team by assisting in administrative duties as well as taking on special projects for the team. Your assistance in creating a financial plan, researching solutions, and preparing reports will provide you with a well-rounded Wealth Management experience.
In addition, you will utilize your organizational skills, attention to detail and interest in numbers to assist in various projects within the department.
QUALIFICATIONS FOR A FINANCIAL PLANNING INTERN
Currently pursuing a bachelor's degree in financial planning, business, accounting, other related program.
Excellent organization and communication skills
Detail oriented with a high sensitivity to accuracy
Must be comfortable assisting people and customer service orientated
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
Job Posted by ApplicantPro
$32k-40k yearly est. 15d ago
Island Passport Club Representative
Treasure Island Resort & Casino 4.1
Finance representative job in Northfield, MN
Pay Rate: $16.00 an hour with $2.00 an hour additional shift differential on swing and grave shift ESSENTIAL DUTIES AND RESPONSIBILITIES
Welcome guests, answer questions and provide information and support to guests
Input, update and maintain accurate player information in the casino management system
Issue Island Passport club cards for club members
Be knowledgeable about and provide guests with information regarding Island Passport club membership, property-wide events and other property amenities
Redeem cash, prizes and comps for guests following department guidelines
Meet goals as established by management
Maintain a working knowledge of promotional systems
Performance point and promotion adjustments following department guidelines
KNOWLEDGE AND CERTIFICATION, SKILLS AND ABILITIES
Required Knowledge and Certification:
High School Diploma/GED or equivalent experience
Preferred Knowledge and Certification:
1-year hospitality or guest service experience, preferably in casinos
Required Skills:
Accurate and detail oriented
Highly organized and ability to adapt quickly to changing priorities
Excellent verbal and interpersonal communication and problem solving skills
Proven high guest service skills
Proficient computer skills Microsoft Office (Word, Excel and Outlook) and Windows
Required Abilities:
Ability to work in a fast paced environment
Ability to interact with guests, coworkers and management in a professional and courteous manner
Ability to follow established dress code policies and practice good personal hygiene
Ability to speak in a clear, concise and pleasant voice
Ability to retain large amounts of information regarding the property and its amenities
Ability to read and write English
PHYSICAL DEMANDS
Must be able to walk, stand and/or sit for long periods throughout the day
Must have a good sense of balance, and be able to bend, kneel, stoop and twist
Must be able to push, pull and grasp objects occasionally
Must have the ability to independently lift up to 25 pounds occasionally
Must be able to perform repetitive hand and wrist motions
WORKING ENVIRONMENT
Office, restaurant, gaming floor and convention center environment including flashing lights, frequent loud noises and cigarette smoke and outdoors for guest events
Must be willing to work a flexible schedule including all shifts, weekends and holidays
Extensive computer use
Occasionally must deal with angry or hostile individuals
High volume direct public contact
$16 hourly 8d ago
Financial Associate Credit Ag Lending
Compeer Financial 4.1
Finance representative job in Waite Park, MN
Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.
How we support you:
Hybrid model - up to 50% work from home
Flexible schedules including ample flexibility in the summer months
Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
Learning and development programs
Mentorship programs
Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement and more!
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
To learn more about Compeer Financial visit************************
Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN, Lakeville, MN or Waite Park, MN office locations.
The contributions you will make: The Financial Associate Program is a 12-18 month training program. The full-time benefit eligible Financial Associate works through a syllabus which will prepare them for a position in Credit.
A typical day:
Provides accurate financial analysis and loan structuring analysis to Financial Officers on select loan accounts utilizing Salesforce (nCino), Tool for Reasoning Analysis and Credit (TRAC), Credit Desk, or other software to determine credit risk and support the loan decision.
Performs verification of assets, liabilities and income using public records, outside vendors and direct contact methods.
Provides prompt turn around on credit packaging and servicing requests coming to the department.
Spends time contacting the client's or prospective client's farm/agribusiness.
Markets credit and related services, establishing new market relationships which will contribute towards attainment of Compeer Financial's goals and business objectives.
Assists with the maintenance of a prospect file, establishing ongoing prospecting plans and activities, and developing and making a commitment to individual sales goals for both loans and related services.
Accomplishments will include sales closings, servicing insurance policies, appraisals, positive client relations and generally contributing to Compeer Financial's image as the leading financial institution committed to clients.
The skills and experience we prefer you have:
Pursuing a bachelor's degree in Agricultural Economics, Ag Business or equivalent ag or business related degree.
Knowledge of farm production methods and products, a general understanding of farm business management and finance.
Experience in agribusiness/farming industry, agricultural credit or closely related field preferred.
Solid organizational, interpersonal, communication, problem solving, analytical, negotiating and influencing skills.
Must demonstrate effective team building and processing skills.
The understanding of and ability to use various computer, business/financial applications.
How we will take care of you:
Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.
Base Pay$57,900-$73,900 USD
Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
Click here to view federal employment laws applicable for applicants.
$57.9k-73.9k yearly 3d ago
Relationship Banker - Nebraska-IA Market
Bank of America 4.7
Finance representative job in Des Moines, IA
Des Moines, Iowa
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (***************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$24k-28k yearly est. 3d ago
Relationship Banker
Old National Bank 4.4
Finance representative job in Breckenridge, MN
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18924 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Need help finding the right job?
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
How much does a finance representative earn in La Crosse, WI?
The average finance representative in La Crosse, WI earns between $21,000 and $69,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.
Average finance representative salary in La Crosse, WI