Relationship Banker - Pewaukee/Hartland
Personal Banker Job 6 miles from Brookfield
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.
*Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Wisconsin's Bank as a full-time Relationship Banker!*
*Why join us?*
* An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
* Competitive pay and annual discretionary bonus eligible
* Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
* Family-friendly work hours
* With 175+ community bank locations, we offer opportunities to grow and develop in your career
* Promote from within culture
*What you'll do:*
As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by:
* Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendations
* Collaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needs
* Operating a teller drawer serving customers in the lobby/drive-up
* Opening accounts, performing account maintenance and assisting customers with digital products
* Recognizing potential fraud and other risks
* Depending on the shift, you might be responsible for bank opening/closing
* Helping support community and bank events
*Qualifications:*
* 1-3 years of experience in a customer service, financial service, or sales role
* Prior banking experience preferred
* High School Degree or equivalent
* Intermediate computer skills
Medical Insurance *Dental * Vision *Life insurance * Accidental death and dismemberment *Short-term and long term Disability Insurance * Parental Leave *Employee Assistance Program (EAP) * Traditional and Roth 401(k) with company match *Flexible Spending Account (FSA) * Employee Stock Purchase Plan at 5% discount *Critical Illness Insurance * Accident Insurance *Transportation and Commuting Benefits * Banking Benefits *Pet Insurance*
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank and Wisconsin's Bank , we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
INDWIS
Job Type: Full-time
Work Location: In person
Banker | Mt. Zion
Personal Banker Job 43 miles from Brookfield
As a Banker at Busey, you will strengthen customer relationships by engaging in sales conversations. As you uncover various financial needs, you will be able to recommend Busey products and services designed to support the customers' financial wellbeing. Come grow with Busey!
Duties & Responsibilities
Mon-Fri 8am-5:30pm, Rotating Saturday 8am-12:30pm
Identify customers' and non-customers' financial needs and sell all appropriate products and services.
Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met.
Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs.
Assist with Teller duties on an as needed basis.
Education & Experience
Knowledge of:
Strong sales and customer service skills
Strong interpersonal communication skills
Bank compliance, security, and operational policies
Possess knowledge of all bank products, features, benefits.
Ability to:
Assess a customer's needs and understand what solutions are impactful
Accurately count money
Learn to operate basic office equipment and banking systems
Perform duties and make decisions under frequent time pressures
Stand for extended periods of time
Lift 50 pounds
Education and Training:
Requires a High School diploma.
Requires previous banking and/or sales experience.
Cash handling experience (preferred)
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Banker must immediately attain active registration upon employment. Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $16-$19/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
#BBLP
Universal Banker II
Personal Banker Job In Brookfield, WI
Your superhero resume shows you have what it takes to solve the world's problems... small or large scale. But even superheroes look for that next challenge!
As a Universal Banker II, your focus will be on creating a lasting impression with our customers and finding unique solutions to their financial hurdles. Sounds pretty great, right?!
And since it's clear you enjoy making a difference in people's lives and in your community, we think you'd fit right in with the rest of our crew. In fact, our employees have voted Bank Five Nine a Top Workplace 15 years in a row by the Milwaukee Journal Sentinel, and a Best Bank to Work For by American Banker! If you're looking for a career that's pretty much the same as fixing the world…but in Southeast, WI…okay Brookfield. Check us out today!
This position is located at our West Brookfield Branch.
Do you have what it takes?
You'll need to:
Accurately process banking transactions,
Help acquire new banking relationships and open new accounts,
Retain and deepen relationships by identifying needs and offering custom financial solutions,
Provide account servicing and maintenance,
Help educate customers on digital bank solutions that can make their lives safer, easier and better, and
Refer customers to internal business partners (i.e. cash management, mortgage, and wealth management)
Must-Haves
High school diploma or GED
Basic keyboarding skills and the ability to navigate in a Windows environment
Minimum of 2+ years of retail banking experience
Nice-To-Haves
Knowledge of bank products and services
We are an Equal Opportunity Employer. We are committed to the full inclusion of all qualified individuals.
Part Time 20 Hour Associate Banker-WI North Market - Mequon - Mequon, WI
Personal Banker Job 13 miles from Brookfield
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Part Time (20 Hours) Associate Banker, Mequon WI
Personal Banker Job 13 miles from Brookfield
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Banker Associate - Middle Market Banking - Associate
Personal Banker Job 7 miles from Brookfield
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will have the opportunity to work both independently and as part of a team to introduce our comprehensive solutions to clients. In your role as a Banker Associate, you will be instrumental in helping us cover new prospects, deepen existing client relationships, complete portfolio reviews, and build market share. You will promote both internal and external client dialogue, and will be expected to have a deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. As a key player in our multinational team, you will work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core. We value your interest in cross border businesses, cultural sensitivity, commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Banker Associate - Middle Market Banking - Associate
Personal Banker Job 7 miles from Brookfield
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will have the opportunity to work both independently and as part of a team to introduce our comprehensive solutions to clients. In your role as a Banker Associate, you will be instrumental in helping us cover new prospects, deepen existing client relationships, complete portfolio reviews, and build market share. You will promote both internal and external client dialogue, and will be expected to have a deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. As a key player in our multinational team, you will work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core. We value your interest in cross border businesses, cultural sensitivity, commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Banker Associate - Middle Market Banking - Associate
Personal Banker Job 7 miles from Brookfield
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will have the opportunity to work both independently and as part of a team to introduce our comprehensive solutions to clients. In your role as a Banker Associate, you will be instrumental in helping us cover new prospects, deepen existing client relationships, complete portfolio reviews, and build market share. You will promote both internal and external client dialogue, and will be expected to have a deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. As a key player in our multinational team, you will work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core. We value your interest in cross border businesses, cultural sensitivity, commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive new client acquisition in partnership with the bankers
Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
3+ years in a similar banking, venture, credit or treasury role
Outstanding professional reputation and integrity
Strong leadership skills required
Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
Bachelor's degree preferred
Superior knowledge of the market dynamics and its business environment preferred
Excellent problem solving, oral, and written communication skills
Universal Banker I
Personal Banker Job In Brookfield, WI
is $18.50 an hour and up, depending on experience.
Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations.
Duties and responsibilities for Universal Banker position:
Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.
Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs.
Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs.
Accurately open, maintain and close deposit accounts and services.
Answer customer questions and resolve related account issues, including phone and in-person.
Perform service related activities such as on-boarding calls and appropriate follow-up with customers.
Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received.
Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
Keep abreast of industry trends, standards and external factors that may affect the bank.
Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws
Perform other duties as assigned.
Qualifications for Universal Banker position:
Experience
Required: 1 - 2 years of sales experience
Required: 2-4 years customer service experience
Preferred: 2-4 years of sales and customer service experience in branch banking
Education
Required: High School Diploma or general education degree (GED)
Preferred: Associate's Degree business or related field
Certifications, Licenses, Registration
Required Banker Certification within 6 months of hire/promotion date
Benefits for Full-Time Position:
Outstanding Medical, Dental, and Vision Insurance
401(k) matching
Employee Stock Ownership Plan
Paid Time off
Paid Holidays
Flexible Spending Account
And so much more!
Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration 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.
Personal Banker: Milwaukee Area Branches
Personal Banker Job 5 miles from Brookfield
UW Credit Union is growing and hiring a group of Personal Bankers (internally known as Financial Specialists) to provide remarkable service and support our members as our team expands and develops! Join our team as a Financial Specialist and be part of a rewarding journey at UW Credit Union!
Why This Job Is Right for You
You will find that onboarding and training is a top priority for UW Credit Union. The first 12-weeks of employment for our Financial Specialists are devoted to you and your learning/training.
Your role, involves understanding members' needs, offering financial education, consultative sales - making tailored recommendations to help them achieve their financial goals and dreams.
As a Financial Specialist, you'll experience the meaningful impact of your assistance, guiding members through pivotal financial moments such as opening their first account, securing loans, and planning for retirement. At UW Credit Union, our focus is on providing personalized solutions that truly benefit each member and making a positive difference in members' lives!
Do you have experience with consultative sales and/or recommending products and services to customers? Are you self-motived, curious, empathetic, and solutions-oriented? If yes, then this is the job for you!
This Personal Banker training class has a start date of April 7.
Why work for UW Credit Union?
Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive:
21.5+ days annual paid time off
2 weeks paid caregiver leave
2.5 weeks paid new child parental leave
2 days paid volunteer time
11 paid holidays (includes your birthday!)
401k company match of up to 5%, plus approximately 4% discretionary match
Variable bonus reward
Competitive Medical, Dental and Vision plans, including domestic partner eligibility
Discounted Bublr bikes
Free bus pass
Employee Assistance Program
Salary: $23.50 / hour - $27.31 / hour
And more!
Responsibilities
A Day in the life of a Personal Banker
Every day will be different, but below is a snapshot of what you will do:
Start the day at your assigned branch location and meet with you team for a morning huddle to discuss updates and goals for the day
Greet members as they come into the branch and be a resource to our members
Meet with members to learn about their financial goals and educate them on financial products and services
Open up accounts, complete loan applications, answer member questions, and handle transactions
Join the weekly 8:00 a.m. team meeting to learn about team updates, branch news, and new products
Understand all credit union products and services through training and self-guided learning tools
Call members to check-in and follow-up on new account activity
Partner with team members to meet the goals for product sales and referrals
Be a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists
Handle escalations to effectively address critical member needs and concerns
Qualifications
What You'll Need to Succeed
These skills and experiences are essential to your success:
3+ years of customer service and/or consultative sales experience
Demonstrated analytical, accuracy and problem-solving skills
Ability to learn a wide range of knowledge and continue to learn and develop your skill-set in a robust feedback environment
Strong verbal and written interpersonal communication skills
Ability to develop and maintain positive relationships and provide top-notch service
Demonstrated experience being flexible, adaptable, coachable, and collaborative in an autonomous and constantly changing work environment
Natural skill-set to lead and influence others
Proficiency with personal computer and office software
Must obtain and maintain Notary Public certification in accordance with state requirements
These attributes and knowledge are desired but not required:
1-2 years of experience working in a financial institution or in a retail leadership role
Knowledge of new accounts, savings instruments, and consumer lending
Consultative sales experience
This training class is anticipated to begin April 7:
Virtual, classroom and branch training for the first 12-weeks of employment
On the job training at a greater Milwaukee area branch location that will be determined by your start date
3 hours a week dedicated to studying to pass the Credit Life Credit Disability (CLCD) Exam
Continuous learning and development opportunities including but not limited to transparent dialogs, resources, tools, and technical learning modules
UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities. We strive to cultivate an inclusive workplace that is home to a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence.
Part Time (30 hours) Associate Banker Wisconsin Lakeshore, Waukesha County, WI
Personal Banker Job 8 miles from Brookfield
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
Universal Banker I
Personal Banker Job In Brookfield, WI
is $18.50 an hour and up, depending on experience. Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations.
Duties and responsibilities for Universal Banker position:
* Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.
* Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs.
* Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs.
* Accurately open, maintain and close deposit accounts and services.
* Answer customer questions and resolve related account issues, including phone and in-person.
* Perform service related activities such as on-boarding calls and appropriate follow-up with customers.
* Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received.
* Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
* Keep abreast of industry trends, standards and external factors that may affect the bank.
* Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws
* Perform other duties as assigned.
Qualifications for Universal Banker position:
Experience
* Required: 1 - 2 years of sales experience
* Required: 2-4 years customer service experience
* Preferred: 2-4 years of sales and customer service experience in branch banking
Education
* Required: High School Diploma or general education degree (GED)
* Preferred: Associate's Degree business or related field
Certifications, Licenses, Registration
Required Banker Certification within 6 months of hire/promotion date
Benefits for Full-Time Position:
* Outstanding Medical, Dental, and Vision Insurance
* 401(k) matching
* Employee Stock Ownership Plan
* Paid Time off
* Paid Holidays
* Flexible Spending Account
* And so much more!
Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration 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.
Personal Banker
Personal Banker Job 14 miles from Brookfield
Hours/Schedule*:
Weeks 1&3: Sunday Closed, Monday 8:15am-5pm, Tuesday 8:45am-5:30pm, Wednesday 8:15am-5pm, Thursday 8:15am-12pm, Friday 8:45am-5:30pm, Saturday 8:15am-12pm
Weeks 2&4: Sunday Closed, Monday 8:15am-5pm, Tuesday 8:45am-5:30pm, Wednesday 8:15am-5:30pm, Thursday 8:15am-5pm, Friday 8:45am-5pm, Saturday Off
38-40 hours/week
*Hours may change at any time based upon business needs
Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.
Essential duties and responsibilities:
Represents the Bank to customers in a courteous, professional manner
Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer's needs
Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc
Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier's checks
Answers the phone and assists customers as needed
Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure
Assists customers with account inquiries
Processes wire transfers
Processes changes of address
Processes stop payments
Unlocks and resets digital banking access
Processes CD deposits and batching
Processes account status changes
Enrolls Good Life Club members
Redeems savings bonds
Assists customer in balancing accounts
Orders customer checks
Creates new CIFs
Purchases and redeems foreign currency
Any and all other duties as assigned
These additional duties may be assigned based upon branch needs:
Safe Deposit Box access
Vault authority
Override authority
Safe Deposit Box rentals
Opening and maintaining IRA and HSA accounts
Notary services
Critical Competencies:
Accuracy
Customer Service Excellence
Relationship Selling
Teamwork
Requirements:
High School Diploma or GED required
1-2 years of related experience in banking required
Vault experience preferred
Personal banking experience preferred
High level of professionalism
Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications
Professional communication skills
High level of confidentiality
Excellent organizational skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
Patient Financial Services Rep I
Personal Banker Job 6 miles from Brookfield
At Children's Wisconsin, we believe kids deserve the best.
Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country.
We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today.
Please follow this link for a closer look at what it's like to work at Children's Wisconsin:
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Responsible for answering inbound daily telephone calls within Patient Accounts - Customer Service department, a cross-functional department supporting all areas of Revenue Cycle. As the front line of CHW's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Responsible for making outbound calls to negotiate payment plan terms, collect outstanding self- pay balances, screen for and process financial assistance applications, and resolves accounts in assigned work queues within billing system Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization.
High school education or equivalent. Associates Degree preferred.
One year related experience in insurance, collections or call center customer service, preferably in a hospital setting.
Knowledge of claims processing and computerized systems desirable.
Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues.
Ability to hold composure and poise in escalated situations
Ability to communicate effectively, both verbally and through written correspondences to families, physicians and outside agencies.
Ability to work as part of a team, demonstrating collaboration and flexibility
Must have knowledge of all revenue cycle operations and processes
Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems
Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law.
Certifications/Licenses:
Main Banker
Personal Banker Job 49 miles from Brookfield
Responsible for operating main bank within the casino cage. Performs various functions for completing transactions with Cage Cashiers and audits all documentation from gaming traffic. Essential Job Functions:
Excellent internal/external guest service;
Maintain accurate disbursing of guest and company funds with cage personnel by processing and verifying all transactions and documentation in accordance with gaming regulations, laws, company policies and procedures;
Document and issue receipt for markers, pay outs, jackpots, safekeeping, and table fills;
Exchange gaming chips and tickets, cash checks, and process markers and fills;
Monitor cash intake in Count room areas including the counting of all monies and verification of complete collection figures;
Prepare and balance NRT cassettes/machines;
Replenish NRT machines with currency and tickets;
Able to perform all functions of a cage cashier;
Audit documentation for fill traffic from all gaming areas;
Obtain guest credit information and coordinate with fellow cage personnel accordingly;
Maintain bank balance and safeguard casino cage assets during assigned shift;
Process promotion paperwork, Food & Beverage, and other deposits;
Assist with any training or direction as needed;
•Assist guests with inquiries and advise on current promotions;
Other reasonable duties as assigned.
EDUCATION and/or EXPERIENCE:
High School or GED preferred
Minimum of 1 year cage cashiering experience
Preferred:
Bilingual a plus
CERTIFICATES, LICENSES, REGISTRATIONS:
Must be able to obtain/maintain any necessary certifications and/or licenses as required by local gaming regulations.
KNOWLEDGE/SKILLS/ABILITIES:
Basic math skills with knowledge of currency
Strong communication skills
Must be highly organized and detailed-oriented
Ability to handle high volume and stressful situations
Ability to operate calculators, computers and money counters for cash and coin
Exposure to smoke, bright lights and noise at times
Frequently speak, read, write, stand, walk, bend and stoop
Able to push, lift and carry up to 30 lbs.
Benefits
Medical, Dental, & Vision
Voluntary Life, AD&D, &
Disability Insurance
Volunteer Time Off,
Ventra Program
401K + Employer Match
Paid Time Off
Tuition Reimbursement
Salary Range:
$19.00 - $20.00
Financial Services Specialist
Personal Banker Job 6 miles from Brookfield
The primary focus of this role is to assist in the management of the time, travel, and expense programs to maintain adherence to corporate risk and control policies. Additionally, this role will assist the broader finance organization in other support functions. These tasks may include expense coding and review, internal and external reporting requests, project accounting requests, or other accounting tasks. This role will collaborate & communicate with all members of the accounting/finance departments and operations management across the broader Company footprint and other owner-operating companies.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Support and emulate the Company's Core Values
Assist in the preparation and implementation of Travel/purchasing card policies/procedures
Expense report platform user maintenance and user support
Program compliance and control review
Program reporting and analysis
Lead in implementation of a standard tool, including communication and user training
Assist accounts payable staff in additional expense coding/review
Assist the controllership function in external reporting
Assist with other finance and accounting support functions
Collaborate with all members of the Accounting Department to implement process improvement initiatives to increase accuracy, efficiency, and timeliness of data/reporting.
Support the process improvement group with company-wide initiatives that may include both accounting and operational processes
Assist both the internal and external audit functions including maintaining proper documentation according to internal control framework
Assist in preparing special reports and studies requested by management
Perform other duties as assigned
Physical Demands
This is a largely sedentary role; however, while performing the duties of this job, the employee is frequently required to talk and hear, sit, use hands to finger, handle or feel objects, office equipment or controls and reach with hands and arms. The employee is occasionally required to stand, walk, and lift more than 10 pounds.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
The employee is required to work in an indoor environment.
Required Education and Experience
High school diploma
Strong attention to detail and data accuracy
Associate degree in accounting, finance, or related field, preferred
1+ years accounting work in public or corporate setting
Additional Eligibility Qualifications
Experience working with generally accepted accounting principles and accounting software.
Professional work in a large company setting with exposure to GL coding and related accounting functions.
Interactions with internal and external customers.
Experience in communicating data and performance measures to the management team.
Experience with company purchasing card programs and administration.
ERP system experience - preferably PENTA
Strong personal computer and business solutions software skills, specifically with Microsoft Office Software.
Advanced Excel knowledge.
Previous T&E system experience.
System integration experience.
Ability to perform computations with reasonable speed and accuracy.
Solid organizational and communication skills with high attention to detail
Strong analytical and problem-solving skills
Strong willingness to learn.
Otis Minnesota is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Financial Services Specialist
Personal Banker Job 6 miles from Brookfield
The primary focus of this role is to assist in the management of the time, travel, and expense programs to maintain adherence to corporate risk and control policies. Additionally, this role will assist the broader finance organization in other support functions. These tasks may include expense coding and review, internal and external reporting requests, project accounting requests, or other accounting tasks. This role will collaborate & communicate with all members of the accounting/finance departments and operations management across the broader Company footprint and other owner-operating companies.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Support and emulate the Company's Core Values
* Assist in the preparation and implementation of Travel/purchasing card policies/procedures
* Expense report platform user maintenance and user support
* Program compliance and control review
* Program reporting and analysis
* Lead in implementation of a standard tool, including communication and user training
* Assist accounts payable staff in additional expense coding/review
* Assist the controllership function in external reporting
* Assist with other finance and accounting support functions
* Collaborate with all members of the Accounting Department to implement process improvement initiatives to increase accuracy, efficiency, and timeliness of data/reporting.
* Support the process improvement group with company-wide initiatives that may include both accounting and operational processes
* Assist both the internal and external audit functions including maintaining proper documentation according to internal control framework
* Assist in preparing special reports and studies requested by management
* Perform other duties as assigned
Physical Demands
This is a largely sedentary role; however, while performing the duties of this job, the employee is frequently required to talk and hear, sit, use hands to finger, handle or feel objects, office equipment or controls and reach with hands and arms. The employee is occasionally required to stand, walk, and lift more than 10 pounds.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
The employee is required to work in an indoor environment.
Required Education and Experience
* High school diploma
* Strong attention to detail and data accuracy
* Associate degree in accounting, finance, or related field, preferred
* 1+ years accounting work in public or corporate setting
Additional Eligibility Qualifications
* Experience working with generally accepted accounting principles and accounting software.
* Professional work in a large company setting with exposure to GL coding and related accounting functions.
* Interactions with internal and external customers.
* Experience in communicating data and performance measures to the management team.
* Experience with company purchasing card programs and administration.
* ERP system experience - preferably PENTA
* Strong personal computer and business solutions software skills, specifically with Microsoft Office Software.
* Advanced Excel knowledge.
* Previous T&E system experience.
* System integration experience.
* Ability to perform computations with reasonable speed and accuracy.
* Solid organizational and communication skills with high attention to detail
* Strong analytical and problem-solving skills
* Strong willingness to learn.
Otis Minnesota is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Universal Personal Banker - Walworth (full-time)
Personal Banker Job 44 miles from Brookfield
Job Description for UNIVERSAL PERSONAL BANKER 1
Retail Branch Manager
High school graduate or equivalent
Minimum one year retail banking of sales and customer service experience
High school graduate or equivalent
Minimum of one year retail banking sales and customer service experience
One year work experience at First National Bank and Trust preferred
Excellent customer service skills
Strong interpersonal, oral and written communication skills and aptitude
Basic math aptitude and proficiency
Knowledge of bank accounting principles
Ability to learn and utilize new technologies
Knowledge of general banking products and services
PRIMARY ACTIVITIES AND RESPONSIBILITIES:
Successfully complete on-going Personal Banker 1 training
Successfully complete on-going Teller 1 training
Perform teller transactions, open deposit accounts, input consumer loan applications and navigate the loan process
Understand and support Going for Gr-8 and other bank-wide initiatives
Support sales and service strategies that build relationships and promote needs based selling
Adhere to bank policies, procedures and banking regulations
Demonstrate understanding of and comply with established security procedures
Maintain confidentiality of customer information and activities
Promote and achieve accuracy and quality in branch work
Recognize and act on opportunities to achieve assigned sales and service goals
Become proficient with job-related systems and equipment
Participate in the general upkeep and appearance of the Branch
Participate in available training opportunities
Understands and complies with Bank mission, organizational structure, employee handbook, bank security, policies and procedures, standards of conduct and incentive program.
Support Community Reinvestment Act (CRA) through business development efforts and by participating in bank hosted and community events
Performs other duties as needed or assigned.
Universal Banker II
Personal Banker Job In Brookfield, WI
Your superhero resume shows you have what it takes to solve the world's problems... small or large scale. But even superheroes look for that next challenge!
As a Universal Banker II, your focus will be on creating a lasting impression with our customers and finding unique solutions to their financial hurdles. Sounds pretty great, right?!
And since it's clear you enjoy making a difference in people's lives and in your community, we think you'd fit right in with the rest of our crew. In fact, our employees have voted Bank Five Nine a Top Workplace 15 years in a row by the Milwaukee Journal Sentinel, and a Best Bank to Work For by American Banker! If you're looking for a career that's pretty much the same as fixing the world…but in Southeast, WI…okay Brookfield. Check us out today!
Do you have what it takes?
You'll need to:
Accurately process banking transactions,
Help acquire new banking relationships and open new accounts,
Retain and deepen relationships by identifying needs and offering custom financial solutions,
Provide account servicing and maintenance,
Help educate customers on digital bank solutions that can make their lives safer, easier and better, and
Refer customers to internal business partners (i.e. cash management, mortgage, and wealth management)
Must-Haves
High school diploma or GED
Basic keyboarding skills and the ability to navigate in a Windows environment
Minimum of 2+ years of retail banking experience
Nice-To-Haves
Knowledge of bank products and services
We are an Equal Opportunity Employer. We are committed to the full inclusion of all qualified individuals.
Part Time (30 hours) Associate Banker Wisconsin Lakeshore, Waukesha County, WI
Personal Banker Job 8 miles from Brookfield
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience