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Chief Retail Banking Officer
State Bank Financial 3.7
State Bank Financial Job In La Crosse, WI
State Bank Financial has exclusively retained The QTI Group to lead the search for a Chief Retail Officer. For over 160 years, State Bank Financial has been committed to helping individuals and businesses in our community thrive. Operating as Western Wisconsin's oldest community bank, our commitment to continue to serve the community through local ownership remains the same as it was back in the 1800s…to help communities, individuals, and businesses open, expand, and thrive. Our Mission: To exceptionally serve the communities we touch and enable all State Bank Financial clients and associates to achieve their financial goals. What You can Expect from Us: Local decision making, a local board of directors, and experienced, friendly bankers who are equipped with the knowledge and ability to make quick decisions are just a few of the many benefits our customers have the privilege to expect when working with us. State Bank Financial believes that the foundation of a successful business is not its products or services, but its people. For years, we have been honored to work with some of the most intelligent, talented, and dedicated professionals in the financial industry. As we grow, we continue to seek customer service-oriented professionals to join our team. State Bank Financial is committed to providing its employees comprehensive and ongoing professional development, a competitive salary and benefits package, internal growth opportunities, as well as a strong company culture. With a strong commitment to community, State Bank Financial has been heavily involved in community service and support and is dedicated to fostering the growth and prosperity of strong, vibrant communities. With a legacy rooted in charitable giving, we maintain close connections with our customers and the communities we serve. For years, State Bank Financial has proudly supported a diverse range of organizations throughout our region, reinforcing our commitment to community development and social responsibility. Check out some of our recent community support highlights: HERE. Culture of CARE Communication: Shares information, expresses ideas so they are understood, listens actively to information presented by others, and keeps all parties informed. Associate Experience: Associate regularly treats co-associates with Respect and Integrity, is a Champion of excellence in their work, and has an attitude of Humility (RICH). Recognition & Development: Seeks new challenges and increased responsibility, seeks and participates in learning and development opportunities, and recognizes co-associates for their contributions. Customer Experience: We gain insights into our customer needs by identifying opportunities, building and/or delivering solutions that meet or exceed customer expectations, and establishing and maintaining customer relationships. State Bank Financial has been recognized as the “Best Bank” five years in a row-an achievement that reflects our unwavering commitment to excellence, innovation, and customer satisfaction. We are looking for professionals eager to grow their careers in a forward-thinking and highly respected organization. Join a team where your talent is valued, and your future is invested in. State Bank Financial is seeking a strategic-thinking Chief Retail Officer with a passion for driving growth across its retail services and product offerings. This position is responsible for leading the strategy, sales, client experience, profitability, compliance, and key initiatives of the Retail-Consumer Banking line of business. This role also oversees retail marketing efforts, ensures the delivery of a superior client experience, and manages product development and pricing. ESSENTIAL JOB FUNCTIONS Strategic Leadership & Business Development Develop, lead, and implement Retail banking's short and long-term initiatives to achieve the bank's sales and service strategies for growth, along with developing incentives that motivate associates. Active in leadership roles in our community to increase the Bank's visibility and create new business opportunities. Identify potential Retail Banking clients using coordinated contacts with Commercial and Mortgage lenders. Profile and refer wealth management clientele, which includes interviewing potential clients to determine financial position, resources, and assets available to invest. Understands financial goals and financial plans to recommend appropriate bank products. Serve as a member of the Bank's Executive Management Committee, CRA Committee, ALCO, and other committees as needed. Seeks ongoing professional growth, actively engages in internal and external training and development opportunities. Sales Leadership & Performance Management Motivate and lead Retail Banking Group's associates in achieving weekly, monthly, and annual sales goals and action plans. Monitor progress and meet with staff regularly to coach and assess performance. Facilitate weekly sales meetings to motivate the team, provide sales updates, and discuss account activities. Manage sales staff to execute upon marketing initiatives for all promotions, including full adoption and utilization of bank-wide CRM system. Collaborate with Human Resources and the Retail Development Manager to ensure sales associates have appropriate product and sales training and appropriate tools to effectively meet or exceed sales and service goals. Team Leadership & Talent Development Lead and manage Branch Managers, Retail Development Manager, and Marketing Director, and their activities for optimal production and good morale, thereby ensuring the financial goals and objectives of customers are met. Hire, train, assess, and coach associates to ensure they can perform their jobs and meet or exceed expectations for the assigned work. Address performance and conduct issues appropriately, following established disciplinary guidelines. Approve recommendations for promotions, transfers, demotions, wage adjustments, etc. Establish and maintain appropriate staffing levels in the branches through performance-based models. Product Development, Marketing Oversight & Compliance Responsible for developing, implementing/launching, and monitoring products, packages, and pricing to ensure products are competitive in the marketplace and meet the needs of our customers. Ensure Retail Banking Group sales associates receive appropriate information/training to effectively educate customers on products and promotions. Ensure all marketing materials, including digital media, newspaper, brochures, point-of-purchase materials, and direct mail, are compliant with federal and state regulations. Collaborate with the Bank's Compliance Officer to ensure compliance with all federal and state compliance regulations through the development of appropriate policies and procedures. Finance Management Prepare Retail Banking Group annual budget CORE COMPETENCIES Respect & Community according to our Culture of CARE Establish and maintain respectful and cooperative working relationships Demonstrate respect for individuals in all forms of communication Support team and bank goals and objectives Demonstrate respect for a positive, diverse work environment and bank community Handle interpersonal conflicts constructively Leadership Act with integrity Actively involves staff in planning and decision making Build commitment to the mission and priorities of the Bank Ensure a focus on core performance competencies Foster a work environment characterized by mutual respect Provide directions and define priorities Meets growth Work Plan Results Set growth goals in alignment with team and Bank objectives Organize work to achieve growth goals Identify and solve problems Achieve growth target results Accept responsibility for own actions Product Expertise Superior knowledge and understanding of all product features and benefits Understand the marketplace Share expertise and train others Quality Service Listen carefully and respond to customer requests and problems Deliver friendly, courteous service to internal and external customers Demonstrate a commitment to increasing customer satisfaction Look for and make continuous improvements Perform with accuracy, thoroughness, and effectiveness REQUIRED QUALIFICATIONS & DEMONSTRATED EXPERIENCE Bachelor's degree in marketing-sales, finance, or relevant experience 10 years of retail banking or sales management experience preferred Previous management experience and/or equivalent leadership skills required Proven ability to establish and sustain a successful sales culture Demonstrated expertise in developing and implementing policies and procedures Strong working knowledge of MS Office products; ability to effectively learn and utilize State Bank Financial CORE and other operating systems State Bank Financial has exclusively retained The QTI Group to lead the search for a Chief Retail Officer. The QTI group is a comprehensive human resources advisory services firm founded in 1957. QTI is headquartered in Madison, WI. Location: On-site, La Crosse, WI. Target Start Date: August 2025. Compensation: The position offers a salary range commensurate with experience and qualifications, and includes eligibility for incentive compensation. For more information, please contact: Brooke Hintze, MSE, CDR Executive Search Consultant ************************** ************ Apply Online: ********************************************************************* Application Deadline: June 6th, 2025.
$50k-68k yearly est. Easy Apply 2d ago
Administrative Assistant
Wegner CPAs 3.4
Baraboo, WI Job
Primary Duties and Responsibilities Actively practice 5-Star customer service to internal and external customers. Immediately greet all internal and external clients in a warm, friendly and professional manner as they enter the lobby. Maintain positive client relationships. Answer phones with attentiveness and a smile in your voice. Retrieve and route all voicemail Keep the reception area and conference rooms presentable and supplies stocked (business cards, pen, etc.) when not assisting clients. Complete tax return assembly process daily based on need (significant increased levels during tax season). Financial statement report assembly (significant increased levels during tax season). Set up new clients in Practice Management, Axcess Tax and XCM. Log-in clients and create scan cover sheets as workpapers are received. Process bi-monthly timesheets and post time. Key and post expenses. Assist clients during pick up of tax returns and other paperwork as necessary. Pick up, open and sort the mail into mailboxes after 10:00am. Process and assign postage to all outgoing mail and take mail to the post office before 5:00pm. Process daily deposits. Print AR report and give to billers. Assist billers with online billing. Print statements and monthly reports. Organize and send out hold/mail estimates as required. Enter invoices into Bill.com Facilitate the shipping of packages and special pick-up requests. Perform general office duties including copying, scanning, letter/memo creation, editing and appointment/conference room scheduling. Order office supplies as needed. Shop for supplies not ordered online. Maintain and monitor the kitchen, reception area and conference rooms for supplies. Reconcile petty cash. Maintain Wegner business credit card receipts and enter into Nexonia. Send tax organizers and business tax engagement letters to clients each year. Miscellaneous duties as assigned. Required Education 2-year college degree Skills and Experience Two to three years of experience directly related to the duties and responsibilities specified, preferably in a professional services firm. Must be able to demonstrate exceptional 5-Star customer service practices. Ability to multi-task and remain calm in high task situations. Must be proficient with Microsoft office Suite. Must present a professional image. Demonstration of effective oral and written communication skills. Proven record of excellent interpersonal skills. Knowledge of multi-phone line operations. Demonstrate outstanding time management Wegner provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Please be aware that as part of our hiring process, Wegner CPAs participates in E-Verify. Your employment eligibility will be confirmed through the E-Verify program upon hire.
$30k-37k yearly est. 14d ago
VP of Operations
Winnebago Community Credit Union 3.4
Oshkosh, WI Job
The Vice President of Operations (VP of Operations) is a strategic and visionary leader responsible for directing and optimizing all operational aspects of the credit union, including branch operations, member services, digital banking, loan and deposit operations, compliance operations, and business process optimization. As a key executive leadership team member, the VP of Operations plays a critical role in shaping operational strategy, driving organizational performance, and ensuring exceptional service delivery to members in alignment with the credit union's mission, values, and strategic goals. Primary Responsibilities and Duties Provide executive oversight and leadership of day-to-day operations, ensuring efficient, compliant, and member-focused delivery across all operational channels. Develop and implement operational strategies that support the credit union's short- and long-term goals, including scalability, digital transformation, and process automation. Lead cross-functional initiatives to enhance member experience, reduce operational friction, and elevate service delivery standards. Lead, mentor, and develop a high-performing operations team, fostering a culture of collaboration, accountability, innovation, and continuous improvement. Champion operational efficiency through implementing process improvements, workflow redesign, and integrating modern technologies and platforms. Collaborate with IT and digital teams to ensure secure, scalable, and user-centric digital banking experiences. Ensure operational practices comply with federal and state regulations, internal policies, and credit union industry standards (e.g., NCUA, BSA/AML, Reg E). Serve as a liaison between operations and internal/external audit teams, providing guidance and oversight on remediation efforts and internal controls. Design and execute member service strategies that promote loyalty, satisfaction, and engagement across all channels. Utilize member feedback, data analytics, and competitive intelligence to inform service enhancements and operational improvements. Partner with fellow executive team members to align operations with organizational priorities, strategic growth, and innovation initiatives. Responsible for controlling facilities costs and assisting in contract negotiations. Assist/manage and recommend the purchase of equipment and supplies. Hold periodic staff meetings. Identify areas for improvement, changes in procedures, new developments, or changes in services or products. Keep staff up to date on trends and general credit union information. Coordinate payroll processing with the outsourced provider. Monitor employee data files online, including medical leave, personal leave, vacation, benefits, promotions, and terminations. Ensure that documentation trails are complete and up to date. Participate in interviewing, hiring, and training activities. Prepare payroll reports on leave, sick time, vacation, and/or PTO (paid time off) usage. Foster a culture of accountability, continuous improvement, and cross-functional collaboration. Prepare and present regular reports to the CEO and Board of Directors on operational performance, risk management, and strategic initiatives. Key Skills That Will Make You Succeed at This Job: Proven track record of leading operational transformation and delivering measurable results in member service, efficiency, and compliance. Exceptional leadership, team development, and organizational change management skills. Strong strategic thinking with the ability to translate vision into action. Excellent communication, negotiation, and stakeholder engagement abilities. Proficiency with core banking systems, CRM platforms, and digital banking technologies. Education and Experience: Ideal candidates should possess a Bachelor's degree in Business Administration, Finance, or Operations Management. Minimum of 5 years of progressive leadership experience in operations management within the financial services or credit union industry. Scheduled Work Hours: Full time - 40hrs Primarily office-based at Snell Rd Branch with periodic travel to branch locations or industry events Occasional extended hours or weekend work may be required for major initiatives or incident response. Two required all-staff training days, one in the fall and one in the spring. Attendance at our Annual Membership Meeting in the spring of each year. Occasional travel required for conferences, training, or board meetings. Benefits In addition to a competitive salary; paid time off, 401k, incentives, and additional voluntary benefits options. The pay is commensurate with the experience required for the job. Be a part of a great team environment!
$107k-171k yearly est. 15d ago
Real Estate Paralegal
Phoenix Investors 4.0
Milwaukee, WI Job
Phoenix Investors is seeking a full-time Real Estate Paralegal to join its team! As a Real Estate Paralegal, you will directly assist in the acquisition, operation, and management of the company's real estate portfolio. Responsibilities Assist in-house and outside counsel in the drafting and negotiation of purchase and sale agreements, lease agreements, and loan documents. Work with in-house and outside counsel to coordinate all aspects of purchase and sale transactions including, without limitation, entity formation, due diligence, title and survey matters, financing issues, and the closing process. Collaborate and work with the acquisition and leasing team regarding tenant-related issues including, without limitation, billing matters and ensuring the timely exercise of renewal options and negotiation of extensions for existing leases. Monitor and update owned and leased property database and ownership entity list; assist with all aspects of entity formation and routine filings. Qualifications Bachelor's Degree or Equivalent 3-5 years' real estate experience in administration of owned and leased commercial properties Paralegal certificate Understand and interpret complex commercial lease technology. Working knowledge of contracts, financing, and real estate procedures and markets. High level of attention to detail is mandatory. Experience with Word and Excel is strongly preferred. Overview of Salary and Benefits Paid training, holidays, and vacations Overtime Company-sponsored 401(k) Benefits, including medical, dental, and life Competitive wages Access to our wellness program, which includes personal trainers, yoga classes, and an on-site gym On-site meal preparation and service Paid parking
$58k-77k yearly est. 27d ago
Mortgage Department Leader- Title commensurate with experience
Bankers' Bank 4.4
Madison, WI Job
Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, commercial lending, leasing, secondary mortgage products, cash letter/cash management, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Indianapolis, IN and Dublin, OH. Bankers' Bank is seeking a Mortgage Division Leader at our Madison, WI office. This position will manage and oversee the Community Mortgage division. They'll oversee department staff, set the direction, policies and guidelines that meet the strategic goals and Bank objectives, and ensure strict compliance with regulatory bodies and audits. Additionally, they'll develop and assist in business development strategies that will grow the volume of business. Manage and Oversee the Community Mortgage Division Daily management and oversight of department staff. Set clear vision on team goals and coach leadership to achieve success. Establish and implement cross-training and staff development practices. Set direction, policies, and guidelines; and ensures implementation and execution of strategic and overall BB business objectives. Ensures that all operational related activities meet and/or exceed the standards set by industry regulators and will provide focus, consistency and continuity in operational and compliance processes. Department StrategyLeadership Works with executive management and mortgage management team to develop and implement strategic vision for future initiatives to ensure we continue to offer relevant products, pricing and services. Monitors and evaluates business trends for changing environments and opportunities within the industry. Communicate with our partner banks to evaluate needs and opportunities to assist them to be successful. Financial Develops annual budget and implements/monitors continuously throughout year to ensure successful results. Provides financial reporting including board reporting, dashboards, KPIs, staffing models. Uses reporting to drive efficiencies and understand trends to recommend and implement improvements. Provides insight and oversight on products, services, pricing margins and fee structures to ensure profitability and desired volume mix. Business Development/ Customer Satisfaction Oversees mortgage business development officers and in conjunction with correspondent bankers develops and implements business development strategies to grow new banks and increase volumes from existing banks. Works closely with mortgage management operational staff and business development officers to ensure excellent customer service and quick, fair resolutions to ensure customer satisfaction. The ideal candidate will possess a bachelor's degree in business, accounting, finance, or another related field. 7-10 years overall mortgage lending experience in Secondary Market, Loan Servicing, Compliance, or Underwriting. 7+ years of leadership/ management experience along with financial (reporting, analysis, budgeting) and sales/ marketing skills.
$47k-75k yearly est. 37d ago
Delivery Support Associate
NSC 4.8
Green Bay, WI Job
The Delivery Support Associate plays a key part in the daily and weekly administrative functions for the One NSC process. Each Delivery Support Associate will work with their assigned operational leaders, recruiters, sales representatives, and field associates. In this role the Delivery Support Associate will ensure the smooth operation of the branch and daily recruiting and business operations. They are the liaison between the field (sales & recruiting) and the back office (finance & risk). Key Accountabilities Answer and direct inbound calls to the appropriate departments or personnel, ensuring timely and accurate handling of all inquiries. Timely, accurately, and compliantly send, review, approve and process new hire onboarding paperwork, including offer letters, Direct Deposit information, and completing the I-9 and e-verify. The Delivery Support Associate must demonstrate a high degree of service orientation, focused on actively working to onboard new employees in a manner that positively represents the company and makes the new employee feel important and welcome. Process necessary background checks and drug tests required for jobs. Collect save, and process weekly timecard entry and approval process, including expenses, per diem, and sick time as needed for payout every Friday. Work in close communication with operational leaders, Recruiters, HR, Payroll, and Billing departments in addition to field associates. Provide timecard and billing adjustment as needed to ensure proper payout and invoicing. First point of contact for trouble shooting any onboarding and payroll issues. Work with each recruiting team on ensuring job boards are up to date. Assist recruiters with tracking candidates in VMS exchanges as well as tracking employee certifications to ensure they are active. Assist with ordering, scheduling, and administering required employee remote and onsite training during the onboarding process. Contribute to front of the office duties as needed per office. Other duties as assigned. Minimum Experience Requirements High School Diploma: Possess a high school diploma or equivalent qualification; additional education may satisfy work experience qualifications. Prefer experience with human resources processes, employee onboarding, and/or payroll process experience. Previous experience with delivering exceptional customer service. Ability to work independently Exceptional verbal and written communication skills, enabling effective communication with clients, candidates, and internal team members. Ability to clearly articulate job, employment, and payroll information. Judgment and decision-making ability. Strong customer service/client relations skills. Organizational and multi-tasking skills. Communication skills (oral and written). Ability to handle stress successfully. Proficiency in using Bullhorn (Preferred), Microsoft applications, and other computer-based applications. Analytical Skills: Ability to evaluate complex situations, proactively identify issues that may adversely impact the company's delivery and payroll processes and implement timely and effective solutions to problems. Able to initiate and embrace change. Time management skills (ability to multi-task). Interpersonal skills.
$22k-32k yearly est. 15d ago
Recruiter
NSC 4.8
Green Bay, WI Job
Responsible for recruitment and placement of highly skilled marine professionals across various roles within the maritime industry Responsibilities Interacts with customers via telephone, email, online chat, or in person to provide support and information on services. Fields customer questions and complaints Identifies and implements efficient and effective recruiting methods and strategies based on the available role, industry standards, and the organization's needs. Assists with job postings and advertisement processes. (performs not assists) Screens applications and selects qualified candidates. Schedules interviews; oversees preparation of interview questions and other hiring and selection materials. Assists with the interview process, attending and conducting interviews with managers, directors, and other stakeholders. Collaborates with the hiring manager and or other human resource staff during the offer process, identifying and recommending salary ranges, incentives, start dates and pertinent details. Minimum Experience Requirements 2 + years of experience with customer service, call centers, insurance, sales, recruiting or trade experience
$39k-58k yearly est. 24d ago
Continuous Improvement Manager
Kerry 4.7
Owen, WI Job
Kerry is the world's leading taste and nutrition company for the food, beverage and pharmaceutical industries. Every day we partner with customers to create healthier, tastier and more sustainable products that are consumed by billions of people across the world. Our vision is to be our customers' most valued partner, creating a world of sustainable nutrition. A career with Kerry offers you an opportunity to shape the future of food while providing you opportunities to explore and grow in a truly global environment. About the role This position as an integral part of the Site Leadership Tam and in conjunction with the Continuous Improvement Lead will set the overall continuous improvement (CI) strategy and manage execution for the respective technology and functional areas, The scope of this role influences all site activities (Manufacturing, HR (Human Resources), Finance, Engineering, QA, Supply Chain, etc.) to contribute to operational and overall business improvement in a systematic and sustainable manner. Key responsibilities Develop and implement an effective CI strategy that encompasses all site functions. Ensure this strategy meets the goals of the site and overall business strategy ensuring all stakeholders are engaged. Continually review and adjust the strategy in line with internal and external changes. Act as a change agent, coaching, mentoring, and influencing at all levels to affect the required CI culture. I act as a key member and influencer within the site leadership team. Facilitate the education of the team in the principles, philosophies, and tools of CI. Administer training programs that foster cross-functional deployment of continuous improvement. Develop, train and mentor employees to foster a strong culture of continuous improvement. Collaborate with counterparts within and outside the regions to ensure consistency among processes and procedures. Plan all site activities on a master schedule and hold others accountable to the timelines to ensure the on-time delivery of the strategy. Challenge management thinking and insist on appropriate practices such as: Visiting the factory floor daily, confirming standardized processes, demanding factual data, insisting that problems are made visible, questioning to ensure the root cause has been found and supporting the standard meeting governance. Standardization drives the standardization of all structures, work, training, procedures & records across the plant. Ensure the new standard is documented, trained & confirmed when improvements are made to processes. Maturity assessment conducts ongoing reviews of the plant's continuous improvement performance to understand the level of maturity. Create plans and engage with the leadership team to close any gaps identified. Self-Development Benchmark yourself against the best; take personal responsibility for growing yourself and your career. Demonstrate self-awareness: leverage your strengths and work to close the gaps. Be open to innovative ideas and feedback from others and take personal risks to accelerate your growth. Qualifications and skills Educational Background: Bachelor's Degree or higher in Engineering, Business, Management, or a related discipline. Experience: 5-7 years' experience in CI. Cross-Functional Communication: Ability to effectively collaborate with all functions and levels within the business, speaking their language to achieve key objectives. Continuous Improvement Mindset: Commitment to seeking better ways of working through consultants, site visits, reading, benchmarking, and other methods. Compensation Data The typical hiring range for this role is $91,404 to $138,358 annually and is based on several factors including but not limited to education, work experience, certifications, location, etc. In addition to your pay, Kerry offers benefits such as a comprehensive benefits package, incentive and recognition programs, equity stock purchase and retirement contribution (all benefits and incentives are subject to eligibility requirements). Kerry is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age disability, protected veteran status or other characteristics protected by law. Kerry will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditional upon the successful completion of a background investigation and drug screen. Additional information can be found at: Know Your Rights: Workplace Discrimination is Illegal (dol.gov).
$91.4k-138.4k yearly 15d ago
Financial Representative
Northwestern Mutual 4.5
Remote or Milwaukee, WI Job
: Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through a personalized and holistic approach that includes insurance and investments, we enable people to maximize their financial well-being today and in the future. Our advisors, cutting-edge technology, and digital-first experiences ensure our clients receive optimal financial guidance. With $265 billion in assets under management, $28.1 billion in revenues, and $1.8 trillion in life insurance protection, we serve over 4.5 million clients with comprehensive financial services. Our headquarters is in Milwaukee, WI, and we are committed to fostering a diverse and inclusive workforce. Role Description: This is a full-time hybrid role for a Financial Representative located in Milwaukee, WI, with some work from home permitted. The Financial Representative will develop and execute personalized financial plans for clients, focused on helping them achieve long-term financial goals. Daily tasks include assessing clients' financial situations, recommending appropriate financial products such as insurance and investments, and providing continuous support and updates to ensure clients' financial strategies remain effective. This role requires dedication to client relationships and a keen understanding of financial markets and products. You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Prior sales and/or business experience preferred. Entrepreneurial ambitions Experience building meaningful relationships Interpersonal skills for success in client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship **Must be located in greater Milwaukee WI area or already planning to move here imminently** Company Description: Commission structure to support early development Renewable income Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning Are you ready to build your best life and enhance the lives of your clients? Apply now!
$39k-61k yearly est. 6d ago
Assistant Legal Counsel
Phoenix Investors 4.0
Milwaukee, WI Job
Phoenix Investors is seeking a full-time in-house Legal Counsel Associate who is passionate about the interrelated businesses of commercial and industrial real estate. The ideal candidate will have experience practicing commercial real estate law, representing developers, general contractors, lenders, and investors in a variety of transactions. Responsibilities will include managing complex financing transactions (including acquisition, bridge, construction, and permanent loans), managing closings (including acquisitions, dispositions, and refinancings), and joint venture formations, as well as drafting various transactional documents. Primary Duties and Responsibilities: Review and prepare general correspondence, lease, purchase and sale contracts, license agreements, contractual construction, and banking docs; Order, review, and draft objection letters in respect of title reports and surveys; Negotiate and draft letters of intent, purchase and sale agreements, leases, loan documents, estoppels, SNDA's and similar documents; Coordinate closing with all parties in the transaction, including the buyer, sellers, title insurance company, opposing counsel, and lender; Prepare transfer documents and other applicable documents pending on the state; Litigate lawsuits on behalf of the company in different areas of the law including but not limited to municipality law, real estate law, contract law, and slander/libel/defamation; Assist with closings, closing schedules, execute/conduct closings on behalf of the lender, and preparation/review of bank documents; Prepare Filing Statements, Recognition Agreements, Closing Disclosures. Manage Transactional Communication Between All Parties: Clients, opposing counsel, lender's counsel, title company, management company, brokers, loan officers, lender closing departments, etc.; Perform other related tasks as needed. The Successful Candidate: Is a driven self-starter with excellent analytical and writing skills; Is willing and able to handle a multitude of transactions from start to finish; Works well independently and as a part of a high performing team; Demonstrates excellent attention to detail; Retains strong time management skills; Possesses documented history of working with retail, industrial, office, and other asset classes, and 0-2 years of legal experience, preferably in the real estate transactional space; Possesses JD from accredited law school, Wisconsin Bar admission, and is an active member of the Wisconsin State Bar.
$114k-175k yearly est. 14d ago
Teller Onalaska, WI.
Wells Fargo Bank 4.6
Onalaska, WI Job
Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers Complete operational activities while minimizing risks under established policies Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization Receive direction from managers and exercises judgment within defined policies and procedures Escalate questions and issues to more experienced roles Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions Identify information and services to meet customers financial needs Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 6+ months of experience interacting with people, demonstrated through work, military, or education Customer service focus with experience handling complex transactions across multiple systems Ability to educate and connect customers to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and team members Experience working with others on a team to meet customer needs Cash handling experience Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Well-organized, independent and able to prioritize in a fast-paced environment Ability to exercise judgment, raise questions to management, and adhere to policy guidelines Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: Ability to work a schedule that may include most Saturdays This position is not eligible for Visa sponsorship Job Location: 591 Theater Rd. ONALASKA, WI 54650 Posting End Date: 25 May 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$31k-35k yearly est. 29d ago
Senior Accountant
Royal Credit Union 3.9
Eau Claire, WI Job
Team Members are at the core of who we are; living our core values of making a difference, doing the right thing, making it easy, being caring, being friendly, nice, and respectful, and taking ownership. Perhaps Royal is the change you're looking for. Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members. Is this you? If so, let us know by submitting an application! •Join our GROWING Accounting Team as a Senior Accountant! This position is an addition to the current Accounting Team!• Compensation: $84,593.60 - $105,726.40/yr (candidates with significant related experience may be higher) Description: At Royal Credit Union, we're committed to maintaining excellence in financial reporting and accounting, and we're looking for a talented and dynamic Senior Accountant to join our team! This is an exciting opportunity to make a positive impact at a growing institution, working with a dedicated team of professionals in a fast-paced, collaborative environment. As a Senior Accountant, you will play a crucial role in supporting the Accounting Manager and Senior Leadership with complex accounting tasks and reporting responsibilities. You'll also serve as an informal leader within the Accounting team, providing mentorship and guidance. If you're a subject matter expert in financial reporting, compliance, and accounting processes, and you're passionate about driving change and innovation, we want to hear from you! As a Senior Accountant you will be responsible for the following things: • • Financial Reporting Accuracy: Ensure that financial statements are accurate, complete, and transparent. Take ownership of preparing detailed financial statement footnotes and supporting documentation, providing clarity and precision to stakeholders. • • CECL Framework Management: Oversee the management of the CECL framework, ensuring accurate estimation and reporting of credit losses in compliance with GAAP. Lead and collaborate with the CECL working group to develop and refine models that meet all regulatory standards. • •Subject Matter Expert & Project Leadership: Serve as the subject matter expert on corporate projects, providing insights and implementing solutions according to GAAP. Lead Accounting departmental projects and collaborate with external departments, ensuring the successful completion of cross-functional initiatives. • • • Mentorship & Team Development: Mentor and guide accounting staff, fostering an environment of growth and professional development. Provide on-the-job education and resources to enhance team knowledge and skills. • • General Ledger Management: Maintain complex and/or confidential general ledgers, ensuring the accuracy and completeness of all financial records. Manage postings in line with GAAP, including accruals and discrepancies. Responsibilities include posting complex entries related to hedge instruments, derivatives, overhead expense allocations, and more. • •️Core & General Ledger Systems Management: Maintain general ledgers and mapping within core and general ledger systems to ensure full compliance with GAAP and institutional standards. • •Governmental and Internal Reporting: Administer, review, prepare, and submit critical governmental and internal reports, ensuring compliance with all relevant regulations and standards. Maintain up-to-date documentation for reporting to agencies, ensuring accuracy and timeliness in all submissions. • ️ Compliance & Regulatory Updates: Stay up-to-date on the latest accounting standards, regulations, and best practices. Communicate updates across the team and organization. Ensure the organization remains fully compliant with evolving accounting standards. • •Consolidation & M&A Accounting: Lead multi-company consolidation and accounting for mergers and acquisitions, ensuring all related transactions are accurately recorded and reported. • • Process Enhancements & Automation: Identify opportunities for process improvements and automation within the accounting function. Play a key role in driving efficiency and innovation across the team. Work Schedule: This is a full-time, exempt level position. Hours will generally be Monday through Friday, 8:00am - 5:00pm with occasional evening and weekend hours, as needed. Training: Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging. • Foundation Training covers fundamental information about Royal's culture and core values which sets the stage for team members to be successful within our organization. In addition, this position is part of Royal's workplace flexibility program and can be hybrid after training and being proficient in the position, which is typically the first 6-9 months in the role. Candidates must be able to commit to the first 6-9 months being in-person. Please Note: We reserve the right to extend the training time in office as necessary. Team Member Benefits: Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 5% 401k employer match, paid family and sick leave, vacation and sick time accruals, childcare reimbursement, tuition and student loan debt assistance, pet insurance, and much more! Required Education/Experience/Skills: • Bachelor's degree in Business with an emphasis in Accounting or Finance • Minimum of five (5) years of progressive accounting experience or three (3) years financial services related accounting experience. • Strong analytical and accounting skills. • Communicate and live RCU's core purpose and values, these define and drive our organizational culture Preferred Education/Experience/Skills: • Cost Accounting and Financial Data Analysis Experience. • Financial services accounting experience. • Previous leadership/mentoring experience. • Data extraction system experience (SQL, PowerBI, etc) We will be communicating with you by email and/or text on the status of your application. Please monitor your email inbox and junk folder for status updates and additional instructions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status or status as an individual with disability.
$84.6k-105.7k yearly 1d ago
Bilingual Contact Center Manager
Hy Cite 4.2
Madison, WI Job
At Hy Cite Enterprises, LLC, we are proud to be a global leader and innovator in the direct selling industry, with more than 50 years of sustained growth and meaningful impact across 7 countries. Our people are the heart of our success. We embrace the unique experiences, cultural backgrounds, and perspectives that each team member brings-because we know that diversity drives innovation and connection. By fostering an inclusive environment built on trust, support, and authenticity, we're able to better understand and serve our distributors and customers around the world. We are looking for our next: Contact Center Manager (Support Services Manager) for our Middleton, WI office What the role involves The Support Services Manager is responsible for delivering exceptional service to our Distributors and Customers. This role leads a multi-country, omnichannel contact center operation, ensuring that all service metrics and strategic goals are consistently met. Key responsibilities include optimizing contact center processes, driving continuous improvement, overseeing staff training and performance, and coordinating cross-functional efforts to ensure transparent, timely communication throughout the order lifecycle. The role also collaborates on departmental planning and budgeting, supports innovation and engagement in the workplace, and ensures compliance with corporate policies and legal standards. What we're looking for We're searching for an experienced, bilingual (Spanish-English) professional 5 to 10 years of experience in customer support, preferably within direct sales or multi-level marketing environments. Leadership experience, this individual brings strong leadership skills, a collaborative approach, and a passion for delivering meaningful service experiences. An accredited four-year university degree is required. Proficiency with Microsoft Office and a mindset for continuous improvement are essential. Availability to travel internationally at least once per year. We invite candidates who are passionate about collaborative leadership and service excellence to apply and join our global team. Must be legally authorized to work in the United States. What we offer We believe in supporting our team holistically. Our USA Total Rewards Package includes: Health, Dental, and Vision Insurance with competitive employee rates. Basic AD&D and Disability Insurance (company-provided). Voluntary Short-Term and Long-Term Disability Coverage. Voluntary Life and AD&D Insurance for employee, spouse, and child(ren). Paid Parental Leave (up to 4 weeks annually after 6 months). Employee Assistance Program (EAP) for emotional, financial, and legal support. Tuition Reimbursement for eligible courses Healthcare, Dependent Care, and Limited Purpose Flexible Spending Accounts (FSAs). Paid Time Off including 6 company holidays and 2 floating holidays. 401(k) Plan with Safe Harbor match and immediate vesting. Well Cite Wellness Program, supporting health, connection, growth, and achievement. Product Purchase Program with payroll deduction. Ready to grow your career with purpose and impact? We welcome individuals who value teamwork, integrity, and shared success. Join us and become part of a people-centered culture that is committed to excellence. Hy Cite is an equal opportunity employer. We celebrate diversity, recognizing that it builds stronger teams. Being an equal opportunity employer means that we take our responsibility seriously to consider qualified applicants on the basis of merit, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity or expressions, age, mental or physical disability, genetic information, marital status, citizenship, military status, protected veteran status or any other category protected by applicable law.
$30k-42k yearly est. 10d ago
Rehabilitation Services Coordinator
Oakwood Village 3.8
Madison, WI Job
ESSENTIAL RESPONSIBILITIES (including but not limited to) Schedules daily all inpatient and outpatient appointments. This includes utilization of therapy software program, communication with patients/residents, and coordination of schedules with therapists and other involved parties. Also includes coordination with departmental managers and patients regarding other appointments, activities and outings to ensure patient availability. Assists Therapy & Fitness Director and Therapy Supervisors in oversight of campus Therapy service rendering via scheduling, caseload management, and communication with involved parties to assure compliant patient servicing. Provides reception services to patients. This includes greeting of new patients, provision and receipt of medical intake information, phone or written communication for scheduling of appointments, and assistance as needed. Enters admission information of patient demographics into software program to ensure accurate billing, data, and outcome reports. Assists in maintaining inventory of all therapy equipment and supplies within therapy & fitness department via inventory procedure and checklist. Utilizes feedback from frontline therapist staff to assist in identification of equipment need. Notify Director promptly of necessary supply ordering. Supports therapists with new patient info, including chart assembly, uploading and supplying medical information, and other pertinent communication for scheduling. Maintains order and cleanliness within the administrative area/therapy clinic area. Places requests to Environmental or Facilities Services as appropriate. Responsible for processing and filing of medical and care information to ensure patient care and compliance of charts daily. Delegates these tasks, with approval of Therapy Director or Supervisor, as needed. Provides support to Therapy Director and Supervisors in gathering data and sending updates to insurance companies for continued inpatient therapy. Obtains insurance verifications from the Finance Department on all outpatients for therapy services prior to evaluations. Occasionally assists therapists with resident treatment and transport. Attends staff development sessions related to development and growth for the position and success of the department. Aids Therapy Director in collection of documentation for outpatient requests for authorizations and/or reviews. Communicates and adds to daily schedule care conference information for coordination of therapist attendance. Maintains adequate copies of all necessary paper-based forms for department day-to-day functions and compliance with policies and procedures. Assists with orientation of new staff to the Therapy and Fitness department as necessary. Exemplifies and maintains professional conduct. Confirms PRN staffing regularly and on an as needed basis. Communicates daily needs with counterpart on sister campus, regarding staffing needs, as directed by Therapy Director or Supervisor. Works a business-hours schedule, 40-hour work week to support needs of the department. Other duties as assigned. ESSENTIAL QUALIFICATIONS Effectively organizes, prioritizes, and accurate in a variety of job duties. Able to multi-task in a fast paced environment while maintaining professionalism and positive attitude to promote overall department environment. Excellent oral and written communication and human relation skills. Works independently while maintaining thorough, high level communication with team members. Proficient in trouble shooting issues with computers, laptops, tablets, printers, copiers, and phone systems. Acquires and maintains knowledge of day-to-day operations within Therapy department, including nuances of patient care and coverage based on payer source (i.e. working knowledge of reimbursement sources: Medicare A & B, Medicaid, Commercial Insurance, and Managed care insurance plans). Provides leadership that fosters a team approach in meeting the mission of Oakwood. Maintains and protects confidentiality of information. Working knowledge of Microsoft-based operating systems. Possesses a passion and respect for older adults. Is trustworthy, dependable, and ethical with willingness to receive feedback and strong interpersonal skills. EXPERIENCE, EDUCATION, AND/OR TRAINING At least one year of work experience as an administrative assistant, medical records, or patient scheduling. High school education or equivalent required. Associate degree or greater in administrative studies preferred. Previous working experience with aging or of limited ability populations preferred. Experience working as office manager or administrative assistant in medical or clinical setting desired. Experience with medical software systems desired.
$50k-73k yearly est. 26d ago
Practice Coordinator
North Star Resource Group 3.9
Madison, WI Job
Practice Coordinator/Administrative Professional Reports to: Supervisor, Support Services COMPENSATION & BENEFITS: $20.00- $25.00 per hour depending on qualifications and experience Generous PTO package Medical, Dental, Vision, Life Insurance, Short Term & Long Term Disability 401K match ORGANIZATION/BUSINESS OVERVIEW: North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. This position is for a growing financial practice located in Madison, WI. We are committed to your complete financial wellness; whatever life may bring. We are looking for individuals to join our company that live our core values: • Responsibility • Faith • Integrity • Growth • Gratitude • Service POSITION SUMMARY: We are looking for a detail-oriented and highly organized individual to take on the role of Practice Coordinator. This role will be responsible for managing various administrative tasks to ensure the smooth operation of our practice. This role is essential to our client experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management. As a Practice Coordinator, you will work directly with the financial advisor and be a vital piece of the advisor's practice by completing and leading the daily operations, including, but not limited to determine resolutions for complex situations, leveraging relationships with outside carriers and internal department specialist, mastering internal computer systems, and other tasks as assigned. Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills, and abilities. Proven experience in administrative roles within the financial services industry preferred. Strong proficiency in creating and maintaining systems to streamline processes and enhance efficiency. Exceptional attention to detail and accuracy Excellent communication and interpersonal skills, with a focus on delivering superior client service. Ability to work independently in a fast-paced environment. Strong computer skills, Microsoft Office Suite experience preferred. Excellent verbal and written communication skills. Uphold confidentiality of information that aligns with company's core values. Ability to coordinate multiple tasks and priorities. This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by- step account of the way each procedure or task is performed. ADDITIONAL SKILLS AND EXPERIENCE: Good organizational and demonstrated problem solving skills a plus. Knowledge of insurance/ financial services industry Life/Health licensing is a plus
$20-25 hourly 14d ago
Financial Advisor
Northwestern Mutual 4.5
Oshkosh, WI Job
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 financial representative 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 revenue1: Average 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 support2 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 contractors3 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. 1No 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 Financial Representatives 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 2Certified 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. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.
$68k-119k yearly est. 3d ago
Intern Software Developer
Squarepoint Capital 4.1
Montreal, WI Job
Department: Technology 2025 Fall Internship in Montreal, Canada. A fast-paced training program to give you an introduction to all technical facets of software development in the algorithmic trading industry The software you build and the projects you work on will be leveraged to support active and ongoing trading with the markets Independent programming projects in Python or C++ Intern social events to let you network with other Squarepoint employees and explore the city where you're spending your internship Required Qualifications: Pursuing a degree in Computer Science, Computer/Electrical Engineering or equivalent Candidates must be in penultimate year of study Knowledge of Unix systems A deep passion for technology Exceptional problem-solving skills Strong communication skills Python and/or C++ knowledge Knowledge of Java/Rust/C
$30k-37k yearly est. 12d ago
Compliance & Regulatory Risk Contractor
MBO Partners 4.7
Milwaukee, WI Job
Wipfli LLP is seeking a Compliance & Regulatory Risk Contractor to support its Risk Advisory Services team. This role will focus on providing compliance support for a California-based credit union client, including compliance testing, reviews, and ad-hoc advisory work. Ideal candidates will have significant experience in financial institution compliance and the ability to work independently in a dynamic, remote consulting environment. Key Responsibilities: Conduct compliance testing across various regulatory areas. Assist in periodic compliance reviews to ensure regulatory adherence. Provide timely support and resolution for compliance-related tickets. Collaborate with the Compliance Manager on ad-hoc projects and client-specific compliance matters. Communicate effectively with client stakeholders to present findings and recommendations. Qualifications: Minimum 5 years of experience in a compliance role within a financial institution (credit union experience preferred). In-depth knowledge of U.S. financial regulations (e.g., Regulation Z, Regulation DD). Familiarity with compliance management and ticketing systems (credit union-specific tools a plus). Proficiency in Microsoft Office Suite, particularly Excel and Outlook. Strong analytical skills and attention to detail. Excellent verbal and written communication skills. Preferred Certifications: CRCM (Certified Regulatory Compliance Manager) or similar. Credit union-specific designations from organizations like CUNA (Credit Union National Association). Soft Skills & Expectations: Self-starter with the ability to manage work independently. Strong client service orientation and professionalism. Ability to manage priorities and meet deadlines with limited oversight. Comfortable working in a remote setting while remaining responsive to client needs during Pacific Time business hours.
$53k-75k yearly est. 1d ago
Jr Product Manager
Enerpac Tool Group Corp 4.7
Milwaukee, WI Job
Overview ENERPAC - Who we are? Enerpac Tool Group is a premier industrial tools and services company serving a broad and diverse set of customers in more than 25 countries. The Company's businesses are global leaders in high pressure hydraulic tools, controlled force products and solutions for precise positioning of heavy loads that help customers safely and reliably tackle some of the most challenging jobs around the world. The Company was founded in 1910 and is headquartered in Milwaukee, Wisconsin. Enerpac Tool Group trades on the NYSE under the symbol "EPAC". Our vision is to be our customer's preferred partner through relentless innovation of industrial tools and services that help them safely and reliably tackle their toughest jobs around the world. For further information on Enerpac Tool Group and its businesses, visit the Company's website at ************ enerpactoolgroup. com/. Summary - basic function of the role As a Junior Product Manager, you will support the end-to-end product lifecycle for our product portfolio, contributing to product strategy, market research, roadmap planning, and execution. You will work closely with cross-functional teams, including engineering, discovery, procurement, and commercial teams, to develop and improve products that meet customer needs. This role offers the opportunity to develop core product management skills while directly managing product lines and driving key initiatives that impact business growth. Success in this role requires adaptability, a proactive mindset, and a willingness to step up and support the team where needed. Job Duties and Responsibilities Assist in gathering, analyzing, and interpreting Voice of Customer (VoC) insights to support new product development and existing product optimization. Conduct competitive analysis and market research to identify industry trends, customer needs, and product opportunities. Support the development and execution of product strategies, ensuring alignment with business goals. Directly manage product roadmaps by coordinating with cross-functional teams to track and prioritize initiatives. Assist in the creation of product positioning and messaging strategies to enhance market presence. Work with Sales and Marketing teams to develop product training materials, sales tools, and promotional campaigns. Support product launch activities by coordinating with engineering, marketing communications, and operations. Monitor and analyze product performance metrics, providing recommendations for improvements. Assist in preparing reports, presentations, and business cases for leadership review. Participate in customer visits, trade shows, and industry events to gather insights and enhance business relationships. Manage product data within internal systems to ensure accuracy of information across various global systems. Work with regional Commercial Marketing Managers to align marketing content such as product collateral, sales presentations, website copy, and social media content with product positioning strategies. Support the development of Enerpac's competitive packages for different industrial applications/customer segments as a playbook for sales. Coordinate with cross-functional teams to develop promotional programs and tools to support product plans and new product launches. Skills and Competencies Ability to commute 3 days per week to Enerpac Tool Group location. Strong analytical and problem-solving skills, with the ability to translate data into actionable insights. Customer-focused mindset with a keen interest in understanding user needs and industry trends. Excellent verbal and written communication skills, with the ability to collaborate across teams. Ability to manage multiple projects simultaneously in a fast-paced environment. Strong attention to detail and organizational skills. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with data visualization tools is a plus. Basic understanding of product management principles and methodologies. Ability to maintain accurate product data within internal systems. Self-motivated with proven ability to effectively manage time and resources. Experience in gathering voice of customer data and using insights to drive customer-centric strategies. Education and Experience Bachelor's degree in Business, Engineering, Marketing, or a related field. 1-3 years of experience in product management, marketing, or a related role with some of that experience spent directly and independently managing a product line. Experience with market research, VoC, or customer insights is a plus. EEO Statement Enerpac is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status in accordance with applicable federal, state, and local laws. We are committed to creating an inclusive environment for all employees and applicants and encourage candidates of all backgrounds to apply.
$70k-92k yearly est. 60d+ ago
Universal Banker
State Bank Financial 3.7
State Bank Financial Job In La Crosse, WI
divdivdivdiv class="fr-view"p/pdiv class="fr-view"divpem id="is Pasted"strong Are you looking for an opportunity to join an established organization where you can utilize your excellent customer service skills and grow professionally? At State Bank Financial our Universal Bankers are the primary contact with the public. If you enjoy providing a high level of customer service to help others achieve their financial goals, have great attention to detail, and desire an outstanding benefits package apply today! /strong/em/ppem id="is Pasted"strong The selected candidate will work primarily in our office in La Crosse, may travel to other branch locations as needed, and will work a Saturday morning rotation./strong/em/pp id="is Pasted"strongu /u/strong/pp The Universal Banker is a dual-purpose role which requires an associate to fulfill the responsibilities of both a Teller and a Personal Banker. The Universal Banker is responsible for providing exceptional service to an existing portfolio of bank clients and managing growth through proactive business development. This position is responsible for advising bank customers in their selection of financial products and services, along with processing transactions. Position is accountable for loan, deposit, and revenue growth. This position will also be responsible for expanding the relationship along with targeting new customers and prospects to ensure branch growth. Understands and completes job responsibilities in accordance with federal and state compliance regulations and Bank policies and procedures./ppstrongu Essential Job Functions/u/strongstrong /strong/pol start="1" type="1"li Engage State Bank Financials' clients by welcoming them with a warm friendly smile, pleasant demeanor, using the client's name, whenever possible, and thanking them for doing business with the Bank according to our Culture of strong id="is Pasted"span style="color: rgb(184, 49, 47);"CARE/span/strongspan style="color: rgb(0, 0, 0);". /span/lili Responsible for new customer acquisition and managing an existing customer portfolio to ensure branch growth by utilizing sales skills, identifying prospects, follow through on all leads and actively increasing the number of products/services used by customers. /lili Attends community events, volunteers, and serves the Branch's community while continuing to grow visibility within the market. Actively participate in business development activities for the purpose of attracting additional profitable business for the Bank./lili Accurately process deposits and withdrawals for consumer and business customers, loan payments, money orders, foreign currency, and gift cards./lili Understands and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws./lili Assists customers with account opening, maintenance, documentation and the utilization of technology and resources the bank has available. /lili Accurately perform the consumer loan application process through closing./lili Complete timely and accurate documentation of client relationship information./lili Educate clients on self-service capabilities and encourage use of digital service channels./lili Updates knowledge and develops professionally on a continuing basis with Branch Managers approval/awareness. Participates in internal and external training and development opportunities as required./lili Other job-related duties may be necessary to fulfill the responsibilities of this position./li/olpstrongu Software/Technology/u/strong/pp Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet/intranet and other bank specific software. Utilizes a variety of office equipment including computer printer, ten-key calculator, fax machine, scanner/copier, and multi-line telephone./ppstrongu Education and Experience /u/strong/pp Associate or bachelor's degree, and/or two years previous banking and customer service/sales related experience. /ppstrongu Other Skills and Abilities/u/strong/polli Strong working knowledge of MS Office products; ability to effectively utilize State Bank Financial operating systems./lili Must possess ability to maintain the integrity of highly confidential customer and Bank information; legible handwriting; effective problem-solving skills. /lili Must have ability to be bonded to obtain Notary certification./lili Must have NMLS certification or have the ability to obtain NMLS registration./li/olpstrongu Competencies/u/strong/polli Respect amp; Community according to our Culture of strongspan style="color: rgb(184, 49, 47);"CARE/span/strong:ol start="1"li Establishes and maintains respectful and cooperative working relationships./lili Demonstrates respect for individuals in all forms of communication. /lili Supports team and bank goals and objectives./lili Demonstrates respect for a positive, diverse work environment and bank community. /lili Handles interpersonal conflicts constructively./li/ol/lili Customer Service: Works well with customers, promotes a positive image of the Bank, strives to solve issues raised by customers. /lili Sales Skills: Understands marketplace, works to meet prospect/customer needs, effective closing technique. /lili Product Expertise: Knows product features, understands marketplace, shares expertise with others. /lili Job Knowledge:ol start="1"li Understand job requirements and responsibilities./lili Demonstrates ability to perform necessary tasks and procedures. /lili Keeps informed on up-to-date job methods, skills, and techniques. /li/ol/li/olpstrongu Culture of /u/strongstrong id="is Pasted"span style="color: rgb(184, 49, 47);"uCARE/u/span/strong/ppstrongemuspan style="color: rgb(184, 49, 47);"C/span/u/em/strongspan style="color: rgb(184, 49, 47);"emommunicatio/emn/span: Shares information, expresses ideas so they are understood, listens actively to information presented by others, keeps all parties informed/ppstrongemuspan style="color: rgb(184, 49, 47);"A/span/u/em/strongspan style="color: rgb(184, 49, 47);"emssociate Experience/em/span: Associate regularly treats co-associates with strongR/strongespect and strongI/strongntegrity, is a strongC/stronghampion of excellence in their work, and has an attitude of strongH/strongumility strong(/strong RICH)./ppstrongemuspan style="color: rgb(184, 49, 47);"R/span/u/em/strongspan style="color: rgb(184, 49, 47);"emecognition amp; Development/em/span: Seeks new challenges and increased responsibility, seeks and participates in learning and development opportunities, recognizes co-associates for their contributions. /ppstrongemuspan style="color: rgb(184, 49, 47);"E/span/u/em/strongspan style="color: rgb(184, 49, 47);"emxternal Customer Experience/em/span: We gain insights into our customer needs by identifying opportunities; build and/or deliver solutions that meet or exceed customer expectations; establish and maintain customer relationship./ppstrongu Working Conditions /u/strong/pp Work is performed largely in an office environment, during normal business hours. Deadline pressure is an integral part of the job. Regular mental and visual concentration for computer usage and reading/assimilating complex and technical compliance information is required. Position will alternate between walking, sitting, standing, stooping, bending, and occasional lifting up to 15 pounds of office supplies and/or documents throughout work shift. /pp Employees with disabilities must meet qualification standards that are job-related and consistent with business necessity and must be able to perform the “essential functions” of the position, with or without reasonable accommodation./p/div/div/div/div/div /div
$29k-35k yearly est. 60d+ ago

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Updated May 20, 2025

Zippia gives an in-depth look into the details of State Bank Financial, including salaries, political affiliations, employee data, and more, in order to inform job seekers about State Bank Financial. The employee data is based on information from people who have self-reported their past or current employments at State Bank Financial. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by State Bank Financial. The data presented on this page does not represent the view of State Bank Financial and its employees or that of Zippia.

State Bank Financial may also be known as or be related to First Bancorporation Inc, First Bancorporation, Inc. and State Bank Financial.

State Bank Financial Jobs

Chief Retail Banking Officer

Administrative Assistant

VP of Operations

Real Estate Paralegal

Mortgage Department Leader- Title commensurate with experience

Delivery Support Associate

Recruiter

Continuous Improvement Manager

Financial Representative

Assistant Legal Counsel

Teller Onalaska, WI.

Senior Accountant

Bilingual Contact Center Manager

Rehabilitation Services Coordinator

Practice Coordinator

Financial Advisor

Intern Software Developer

Compliance & Regulatory Risk Contractor

Jr Product Manager

Universal Banker

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