Personal banker jobs in Waukesha, WI

Global Investment Banking is pleased to offer the Baird Banking Bootcamp, a comprehensive multi-day virtual program designed to introduce undergraduate students to the field of investment banking.In collaboration with Wall Street Prep, Baird will conduct four 2½-hour workshop sessions, covering fundamental investment banking concepts and essential skills for early career success.The topics covered include: Introduction to Investment Banking and Baird Introduction to Accounting and Excel Investment Banking Soft Skills Introduction to Valuation Participants will also have the opportunity to network with Baird Global Investment Banking professionals and gain insights into Baird's platform.Ideal candidates are current freshmen and sophomores who have an interest in exploring investment banking.Key Dates: March 28 April 4 April 11 April 25 Each session will be held virtually from 12:00 PM to 2:00 PM CT, followed by a Q&A with bankers from 2:00 PM to 2:30 PM CT. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Returning from Military Service? Join Our Team Serving others is your calling. You should be proud of making a difference in the lives of our country. Agents at New York Life Insurance Company also take pride in making a difference in the lives of members of their communities by helping their clients build a more secure future for their families. Just like the military, New York Life values integrity, rewards hard work, and enjoys a long history of accountability and achievement. In fact, we've been protecting America's families and honoring our obligations since 1845. Join us. We are actively hiring talented people for sales and sales management positions. The discipline, drive, and leadership qualities you developed during your military service may make this career an ideal fit. You don't need previous experience in the financial industry to succeed in this career. Our top-notch, career-long training program will provide you with the foundation you need to hone your skills and continue to serve your community in a new way. You will have the support of a Fortune 100 company behind you, providing guidance, mentors, consultants, and marketing and sales resources. We're looking for motivated self-starters who want: Comprehensive and ongoing professional training and development State-of-the-art marketing and sales solutions A vast array of competitive insurance and financial products designed to meet the protection and financial needs of the clients A clearly defined career path, including opportunities in Management for qualified individuals Competitive benefits, including a defined benefit pension plan and significant income potential Visit nylbenefits.com and select “NYL Agents” to explore the benefits offered to our agents. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. New York Life Insurance Company equal opportunity M/F/Disability/Veteran/SexualOrientation/Gender Identity 1692148 (Exp. 2/10/2024) As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning needs. You'll also: Develop and implement business and marketing plans Prospect for potential clients Discuss the financial concerns and needs of individuals Present potential solutions using our suite of products and services Develop your professional skills and knowledge Many of our financial professionals have served their country with distinction. Why not take the steps now to become a part of this great legacy? We are looking for people who possess the following background/characteristics: 4-year college degree Highly self-motivated and self-disciplined with the ability to work independently Outgoing personality with the ability to develop relationships (i.e., “People Person") Fearless, positive attitude, and willingness to be accountable for results Organized, detail-oriented, and excellent time-management skills The desire for continuous learning Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner

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

To service the Bank's customers in a professional, courteous and confidential manner. To promote and process Bank depository products and services according to the guidelines of the Bank and be responsible for business development. Comply with regulations and policies of Bank as established. Requirements PRIMARY RESPONSIBILITIES May perform any or all of the following duties: Perform all work accurately, thoroughly and compliant with Bank policies and procedures. Perform select duties associated with being a loan officer. i.e., loan generation, loan closing, loan administration and collections. Greet all customers and potential customers, promote bank and cross-sell bank products and services. Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit. Examine checks deposited and determined proper funds availability based on regulation requirements and complete Hold Notices. Process savings withdrawals. Cash checks: verify endorsement, receive proper identification and ensure validity. Identify counterfeit currency. Accept loan payments: verify payment amount and issue receipts. Buy and sell currency from the vault as necessary, ensuring that branch staff drawer cash limits are not exceeded. Balance drawer daily, including periodic batching of cashed checks. Ensure branch staff station is properly supplied. Follow procedures for removing accounts for dormancy. Process work utilizing scanning and other technologies on a daily basis. Achieves sales and referral goals as assigned. Keep management informed of customers' suggestions and concerns. Answer basic customer inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies. Refer customers to the proper department for issues that cannot be resolved at the branch staff line. Attend meetings as scheduled. Count loose coins. May have ability to override branch staff transactions including special override capabilities. Assist in balancing the ATM, handling cash orders or vault duties. Able to open depository accounts. Cross-sell and telemarketing Bank products and services based on customer needs in accordance with the Bank's program standards. Process depository products and services according to policy and regulations. Complete all follow-up duties associated with opening new relationships including new account paperwork is complete, in compliance and signed appropriately prior to filing for record keeping. Explain and complete all services in a manner which assures the customer is in complete understanding of all terms and conditions. Contact customers to obtain necessary signatures on items with missing or irregular signatures. Disclose complete product and insurance information to the customer. Refer all mortgage and commercial inquiries to the appropriate bankers. Prepare management reports as required. Answer phones and respond to customer inquiries in a professional and courteous manner. Perform customer requested research, including printing statement and check copies. Assist customers with routine account-related requests such as: funds transfers, electronic funds transfers (EFTs), stop payments, inquiries about Bank deposit products and service charges, inquiries about customer loan and transaction history, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquires about set up of online banking accounts and bill pay, and check verification requests by third parties. Log all new accounts and verify all accounts are logged correctly prior to the end of the business day. Complete all follow-up documentation. Make calls to customers regarding negative account balances and to develop supportive long-term solutions. Open and close branch, observing security procedures. Perform select duties associated with being a loan officer. i.e., loan generation, loan closing, loan administration and collections. Act as liaison to lending departments as needed. Perform other duties as assigned. OTHER RESPONSIBILITIES Follow First Federal Bank of Wisconsin policies and procedures. Follow all state and federal banking regulations. REQUIREMENTS / CORE COMPETENCIES High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail. OTHER QUALIFICATIONS / SKILLS Excellent customer service skills. The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. In-depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and branch staff roles and responsibilities relating to each act.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include: Bank Vault Attendant Vault Attendant What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need: High School/GED preferred Minimum of 1 year cash handling in a high volume environment. Ability to handle high volume and stress situations. Basic math skills with knowledge of currency Excellent guest service communication skills Ability to handle high volume and stressful situations Proficiency in Excel and/or Google Docs Computer and typing skills Bilingual a Plus ( Preferred) Physical Requirements: Frequently speak, read, write, stand, walk, bend and stoop Able to push, lift and carry up to 50 lbs. Certificates, Licenses, Registrations: ● Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary: Medical, Dental, Vision Matches 50% of your contribution, up to 4% of eligible contribution Educational Tuition Reimbursement Paid Time Off Ventra Program, EAP programs, etc. Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. Salary Range: $19.00-$30.00

is $19.50 an hour and up, depending on experience. ? Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I 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 I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II. What you'll be doing in the Universal Banker position: * Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws. * Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services. * 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 including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs. * Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person. * Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. * Focus on the skills and attributes in order to complete the Banker Certification process * Perform other duties as assigned. What you bring to WaterStone Bank... 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 within18 months of hire/promotion date Benefits and Perks of joining WaterStone Bank: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * Pet Insurance * 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.

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

Job DescriptionBenefits: Hiring bonus Health stipend Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred. Analytical and communication skills. FINRA Series 6/63/65 or 7 licenses will be required.

Universal Banker - Teller Status: Full Time Location: Waukesha, WI Are you looking for a job that starts at $18.00 per hour? Do you want to work in a fun, team environment? Come join our team of Banking Professionals in Southeastern Wisconsin at our Waukesha Branch, and see the difference in working for a local, community Bank! Help assist clients with their banking needs, performing banking transactions and providing outstanding customer service in the Retail Banking department. Job Duties Include: Perform banking transactions Cash Handling Customer Service Familiarity with Bank Products Uncovering client needs and Cross-selling bank products Communicate with clients and coworkers What we are looking for: Sincerely and Genuinely customer-focused to provide the most exceptional customer service Eager to Succeed Highly Motivated Efficient and Hard Working No previous experience required! We will train you! The PyraMax Bank difference: Smaller, local Community Bank that truly cares about our Employees, our Clients, and the Communities we Serve! We have a dedicated Training Department that will prepare you and help further your Banking Career! We are committed to always posting Job Openings Internally first, so as an employee, you will have the first opportunity to apply and move up! Your career is dependent upon you: how far you want to go and how motivated you are to succeed, to learn and to excel! We will help you get there! As a Full-Time Employee, you will be eligible to participate in our Outstanding Benefits package which includes: Generous Paid Time Off (PTO) pool - new hires start with PTO and get an additional 144 hours each January 1st. This increases 40 hours after each 5th year of employment (up to 15 years) and unused PTO may be rolled over to the next year or paid out to you! PTO Purchase Program - you may purchase an additional 40 hours of PTO Birthday PTO - 8 hours of Birthday PTO for your Birthday Invest in Yourself PTO - 8 hours of PTO to take a day to recharge Volunteer PTO - 8 hours of PTO to use each year to Volunteer and give back 401(k) with 6% dollar-for-dollar Employer Match Bank paid Life Insurance at 1.5 times your annual salary Bank paid Long-Term Disability Insurance Health Insurance - Five plans available Dental and Vision Insurance Optional Life and Short-Term Disability Insurances Flex Spending Account with TASC Local Employee Assistance Program FREE to you Discount on your Mortgage Loan with us Ability to request Corporate Milwaukee County Zoo Pass for admission up to 8 individuals (including parking) Free Employee Checking Account Fun and Exciting Wellness Program Annual Reviews and potential salary increases Equal Opportunity Employer, including Veterans and Individuals with Disabilities

Full-time Description We are seeking a highly motivated and customer-focused individual to join our team as a Universal Banker. As a Universal Banker, you will be responsible for providing exceptional customer service and building strong relationships with our clients. This person will be based in our Waupun office, but may also be scheduled to work in our Fond du Lac and Oshkosh locations. Essential Functions: Maintains a current knowledge of policies and procedures and performs Teller functions in accord with established teller procedures and money security procedures. Initiates customer greeting, addressing customer by name with a smile and direct eye contact. Serves customer in an efficient and courteous manner through prompt and accurate handling/processing of their transactions and balancing one's work at the completion of each work day. Accepts incoming telephone calls; positively identifies customer following Customer Identification Procedures (CIP) and responds to customer inquiries and service requests. Responds promptly to telephone inquiries from customers. Inputs data to update customer account information and make changes as appropriate. Completes the paperwork and inputs data to establish the account relationship on the Bank's computer system; provides appropriate disclosures. Meets promptly with customer/prospective customers to determine their needs and objectives in establishing an account relationship. Has responsibility for business development by suggesting additional products and services that may benefit the customers; maintains a record of products/ services suggested and established. Educates present and prospective customers on products and services offered by the Bank. Maintains a record of attempts to promote products and services. Maintains a current knowledge of the Bank's deposit related products and services; has sufficient knowledge of loan related products to be able to make a referral to a Loan Officer or Financial Services when appropriate. Is qualified to assist customers with opening a variety of accounts and is able to close accounts, when needed. Maintains a high level of accuracy and competency in processing transactions and entering data on the computer. Trial balances and balances, reconciling cash and paperwork with transactions input on computer terminal to prove the accuracy of transactions; when discrepancies are found, follows process to reconcile and correct errors. Is responsible for successfully completing all required compliance training. Performs Teller functions in accord with compliance requirements. Ensures that confidentiality is maintained at all times. Performs assigned clerical responsibilities in a timely manner. Understands the banks security policies and procedures, assists in opening and closing procedures. Conducts oneself in accord with the Bank's Core Values. The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance. Requirements Excellent customer relations demeanor; professional in appearance and communication High School diploma or equivalent Previous banking experience Display a positive, team-oriented attitude Experience in cash handling and customer service Basic math and computer skills Ability to work a variable work schedule Maintain confidentiality of information Ability to multi-task Ability to sit/stand for extended periods of time Ability to view computer screen, paperwork and cash Ability to perform fine manipulation when working with cash and other paperwork. Ability to travel to other branch locations, as needed FVSBank is an Equal Opportunity. We welcome applicants from all backgrounds to apply. If you are a motivated individual with a passion for customer service and sales, we encourage you to apply for this exciting opportunity.

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $16 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

Replies within 24 hours Benefits: Competitive salary Opportunity for advancement Training & development Job Title: Bilingual Spanish Sales and Service Representative Join the Winning Team with Manuel Torres! Are you ready to be part of a dynamic team that values both hard work and fun? Manuel Torres, a State Farm Chairman's Circle Agent and Great Lakes Leader Club Agent, is looking for a Bilingual Spanish Sales and Service Representative to join his amazing crew in Waukegan! About Manuel: Since 2001, Manuel has been dedicated to providing exceptional service and support to his clients. With a passion for helping people and a commitment to excellence, he's not just an agent-he's an ambassador of trust and reliability. He has also earned the prestigious Ambassador Travel award, proving that he knows how to take care of business (and have a good time)! What You'll Do: Connect with clients in both Spanish and English to provide top-notch service. Help customers understand their insurance needs and find the right solutions. Be the friendly face of our agency, creating lasting relationships in the community. Collaborate with a supportive team that celebrates every success-big or small! What We're Looking For: Bilingual in Spanish and English-your language skills are key! A knack for sales and a passion for customer service. A positive attitude and a willingness to learn and grow. Previous experience in sales or customer service is a plus, but not required! Why Join Us? Be part of a successful team with a leader who values your contribution. Enjoy a fun, collaborative work environment where your ideas are welcomed. Opportunities for career advancement and professional development. Competitive salary and benefits-because we believe in rewarding hard work! Ready to take your career to the next level with a top-tier agent? If you're enthusiastic, motivated, and ready to make a difference in people's lives, we want to hear from you! Join Manuel's Team and Help Shape the Future-One Conversation at a Time! Compensation: $17.00 - $19.00 per hour We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development. About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance. We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

Global Investment Banking is pleased to offer the Baird Banking Bootcamp, a comprehensive multi-day virtual program designed to introduce undergraduate students to the field of investment banking. In collaboration with Wall Street Prep, Baird will conduct four 2½-hour workshop sessions, covering fundamental investment banking concepts and essential skills for early career success. The topics covered include: Introduction to Investment Banking and Baird Introduction to Accounting and Excel Investment Banking Soft Skills Introduction to Valuation Participants will also have the opportunity to network with Baird Global Investment Banking professionals and gain insights into Baird's platform. Ideal candidates are current freshmen and sophomores who have an interest in exploring investment banking. Key Dates: October 31 November 7 November 14 November 21 Each session will be held virtually from 1:00 PM to 3:00 PM CT, followed by a Q&A with bankers from 3:00 PM to 3:30 PM CT. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

A Senior Universal Banker performs full-service retail banking and consumer lending duties, cross-sells products, ensures regulatory compliance, and steps into a leadership role (including acting as Branch Manager) in the manager's absence while coaching less experienced staff in a professional, courteous and confidential manner. PRIMARY RESPONSIBILITIES May perform any or all of the following duties: Customer Service Professionally and confidently greet customers, answer phones, resolve inquiries Explain products fully, disclose rates, fees, etc. Keep management informed of customer feedback Leadership & Coaching Act as Branch Manager when needed Coach and develop less experienced bankers Assist with complex transactions and sales-skill development May override transactions and handle escalated issues Sales & Business Development Meet assigned sales and referral goals Actively cross-sell and telemarket deposit accounts, loans, and bank services Open new depository accounts and complete all related paperwork/compliance Refer mortgage and commercial loans to specialized lenders Daily Teller / Platform Transactions Accept deposits and withdrawals, cash checks, process loan payments Verify endorsements/ID, place holds, detect counterfeit currency Balance cash drawer daily, buy/sell cash from vault, balance ATM Perform funds transfers, stop payments, coin counting, statement research, etc. Loan Officer Duties (Consumer/Small Business) Generate, close, administer, and collect select loans Act as liaison to central lending departments Compliance, Operations & Risk Management Follow all bank policies, regulations (Reg CC, BSA, privacy, etc.) Complete accurate new-account documentation and follow-up Open/close branch following security procedures Process dormancy, negative-balance outreach, signature corrections OTHER RESPONSIBILITIES Follow First Federal Bank of Wisconsin policies and procedures. Requirements REQUIREMENTS / CORE COMPETENCIES High School diploma or equivalent. Cash handling or sales experience preferred. Prior Customer Service experience. Accuracy and attention to detail. OTHER QUALIFICATIONS / SKILLS Excellent customer service skills. The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with Bank exposure to loss or fraud. Mathematical skills. In-depth knowledge of all Bank deposit products and policies. Basic knowledge of Bank loan, deposit center products. Ability to work in a fast-paced environment. Ability to work well under pressure. Ability to cross-sell. High degree of accuracy. Strong communication skills. Organizational skills. Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and branch staff roles and responsibilities relating to each act.

is $19.50 an hour and up, depending on experience. Under direct supervision of an Assistant Branch Manager or Community President, this position is responsible for assisting customers in a dual role (40% Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker I 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 I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II. What you'll be doing in the Universal Banker role: * Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws. * Offer bank products to existing customers and/or prospects using the established sales process while maintaining sales and procedural proficiency in all services. Accurately open, maintain, and close deposit accounts and services. * 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 including Residential Lending, Business Banking, Commercial Real Estate, WIS and Merchant Services to meet customer needs. * Engage in reactive sales and cross-sell activities, including service-related activities, making outbound onboarding and campaign calls and follow-up with customer as appropriate and on referrals received. Answer customer questions and resolve related account issues, including phone and in-person. * Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. * Focus on the skills and attributes in order to complete the Banker Certification process * Perform other duties as assigned. What you bring to WaterStone Bank: Experience Required: 6 months of sales and/or customer service experience Preferred: 1 year of sales and customer service experience in a sale and goals-based environment, with a strong emphasis on customer service Education Required: High School Diploma or general education degree (GED) Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required: Banker Certification within18 months of hire/promotion date Perks of working at WaterStone Bank: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * Pet Insurance * 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.

Universal Banker - Teller Status: Part Time Location: Mukwonago, Wisconsin Are you looking for a fun, friendly work environment? Do you want to start at $18.00 per hour? Come join our team of Banking Professionals in Southeastern Wisconsin at our Mukwonago Branch, and see the difference in working for a local, community Bank! Help assist clients with their banking needs, performing banking transactions and providing outstanding customer service in the Retail Banking department. Job Duties Include: Perform banking transactions Cash Handling Customer Service Familiarity with Bank Products Uncovering client needs and Cross-selling bank products Communicate with clients and coworkers What we are looking for: Sincerely and Genuinely customer-focused to provide the most exceptional customer service Eager to Succeed Highly Motivated Efficient and Hard Working No previous experience required! We will train you! The PyraMax Bank difference: Smaller, local Community Bank that truly cares about our Employees, our Clients, and the Communities we Serve! We have a dedicated Training Department that will prepare you and help further your Banking Career! We are committed to always posting Job Openings Internally first, so as an employee, you will have the first opportunity to apply and move up! Your career is dependent upon you: how far you want to go and how motivated you are to succeed, to learn and to excel! We will help you get there! As a Part-Time Employee, you will be eligible to participate in our Outstanding Benefits package which includes: Generous Paid Time Off (PTO) pool - new hires start with PTO and get an additional 72 hours each January 1st. This increases 20 hours after each 5th year of employment (up to 15 years) and unused PTO may be rolled over to the next year or paid out to you! PTO Purchase Program - you may purchase an additional 20 hours of PTO Birthday PTO - 4 hours of Birthday PTO for your Birthday Invest in Yourself PTO - 4 hours of PTO to take time to unplug and recharge Volunteer PTO - 8 hours of PTO to use each year to Volunteer and give back 401(k) with 6% dollar-for-dollar Employer Match Employee Stock Ownership Plan (ESOP) Local Employee Assistance Program FREE to you Discount on your Mortgage Loan with us Free Employee Checking Account Fun and Exciting Wellness Program Annual Reviews and potential salary increases Equal Opportunity Employer, including Veterans and Individuals with Disabilities

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

We are seeking a highly motivated and customer-focused Universal Banker to join our team. The Universal Banker will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work in a fast-paced environment. This person could be entry level up to an experienced Personal/Universal Banker. Responsibilities: - Provide excellent customer service to all clients - Process transactions accurately and efficiently - Promote bank products and services to clients - Open and close accounts - Assist clients with account inquiries and problem resolution - Maintain a thorough knowledge of bank products and services - Meet sales goals and targets - Adhere to all bank policies and procedures - Perform other duties as assigned If you are a customer-focused individual with a passion for banking, we encourage you to apply for this exciting opportunity. Requirements Excellent customer relations demeanor; professional in appearance and communication High School diploma or equivalent Display a positive, team-oriented attitude Experience in cash handling and customer service Basic math and computer skills Ability to work a variable work schedule Ability to multi-task Ability to stand for extended periods of time Ability to view computer screen, paperwork and cash Ability to perform fine manipulation when working with cash and other paperwork. Ability to travel to other branch locations, as needed FVSBank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status.