Fund Administrator II
Umb job in Milwaukee, WI
This role will plan, organize and oversee the preparation of financial statements, board of directors/trustees meeting materials, expense payments and accruals, compliance testing and performance data, for full service clients as assigned. Review the work of and provide feedback/training for Fund Administrator I. Serves as a primary contact for clients and present to client boards for personal clients as well as those of Fund Administrator I. Key Functions: Expense Management Determine applicable fees based on final contractual terms and establish accruals Analyze and review expense payments before transmission to client for approval Determine appropriate allocation method for invoices Review expense analysis and recommend accrual changes to clients and fund accountants Financial Statements Prepare or direct the preparation of shareholder financial statements to meet GAAP and regulatory requirements Review for accuracy the 40 17G (fidelity bond), N PX (proxy) and 24f 2 (sales) filings Review financial information and other material for prospectus updates Prepare notes to the financial statements based on requirements of the fund and GAAP Fund Distributions Analyze for accuracy the distribution calculation including multi class allocations Board Reporting Prepare draft agendas and materials for board meetings Represent UMB at client board meetings Prepare and present appropriate material at meetings Compliance Testing Identify and prepare required monthly/quarterly SEC, Fund, and IRS compliance tests Review compliance testing results for any breaches that fall outside of acceptable tolerance ranges before presenting to clients. Performance Monitoring Review fund performance data and benchmark comparisons Other Respond to internal and external ad hoc requests Update Client Managers and others as necessary regarding client activities Bachelor's Degree in accounting, finance or related field One year of fund administration experience or related industry experience Fundamental understanding of applying GAAP Demonstrated career progression Understanding of expense budgeting and accruals Ability to facilitate group meetings and/or presentations Performance and results oriented Proficient Microsoft Excel knowledge Demonstrated initiative in a highly regulated, deadline driven environment Strong analytical and critical thinking skills Ability to maintain a strong client servicing relationship
Compensation Range:
$49,510.00 - $95,170.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request.
If you are a California resident, please visit our
Privacy Notice for California Job Candidates
to understand how we collect and use your personal information when you apply for employment with UMB.
Auto-ApplyBanker Development Program Trainee
UMB Bank job in Milwaukee, WI
**24-Month Rotational Experience | Build the Future of Banking!** Are you ready to launch a meaningful and rewarding career in commercial banking? Our Commercial Banker Development Program is a 24-month, hands-on journey designed to build the next generation of commercial banking leaders. Participants will gain exposure to business lines across the Commercial Division through market visits, work with real clients, exposure to diverse industries, and guidance from senior leadership. By the end of the program, graduates are positioned to step into a challenging, high-impact role within our commercial banking team - ready to help businesses grow and communities thrive.
**What you'll do:**
· **Immerse yourself in real banking work** : Partner with seasoned commercial bankers on client projects, deal analysis and credit evaluations.
· **Rotate across key business areas** : Experience different markets, products, and functions to build a full understanding of how the bank operates.
· **Engage with leaders** : Develop and enhance your skills through roundtables, mentorship sessions, and action learning projects.
· **Grow your network** : Represent the bank at business and/or community functions, as well as participate in networking groups
· **Develop your expertise** : Learn to analyze financial statements, assess and facilitate credit requests, prepare credit information, personal and business financial statements, while ensuring adequate loan documentation, loan structuring, and pricing
· **Own your growth** : upon completion, leverage your experience, relationships, and performance to secure a permanent placement in the organization.
· Ad hoc duties and/or projects as assigned
**What you bring** :
· A curious, driven, and collaborative problem solver.
· Strong analytical and critical thinking skills
· Excellent written and verbal communication. Able to connect with clients and colleagues alike.
· A motivated, organized, self-starter
· Ready and able to tackle new challenges with a positive attitude
· Strong proficiency with Microsoft Word, Excel and Outlook
· Ability to learn and become familiar with bank's policies and practices regarding authorized use of credit information
**Qualifications:**
· An innate self-starter with a high degree of curiosity and resilience
· Bachelor's degree in Business and/or related field
· Demonstrated leadership experience through school, at work and/or in the community
**Markets hiring for this program:**
+ Albuquerque, New Mexico
+ Dallas/Fort Worth, Texas
+ Denver, Colorado
+ Des Moines, Iowa
+ Fresno, California
+ Kansas City, Missouri
+ Lubbock, Texas
+ Milwaukee, Wisconsin
+ Minneapolis, Minnesota
+ Oklahoma City, Oklahoma
+ Salt Lake City, Utah
+ St. Louis, Missouri
*Application deadline; January 4, 2026
*First 6 months of program consists of training in Kansas City
**Compensation Range:**
$44,790.00 - $86,510.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
Sales Associate Executive
Menomonee Falls, WI job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
TRICOM Inc. of Milwaukee is a top provider of staffing administrative and financial services for privately held staffing companies. We are seeking an enthusiastic professional to join our collaborative team as a Sales Account Executive. In this role, you'll have opportunities for growth and the ability to make a great impact on the organization.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive hourly rate including additional commission pay
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
Promote from within culture
What you'll do:
Position Overview:
The Sales Associate is responsible for driving new client revenue through innovative lead generation, strategic outreach and a consultative sales approach. This individual will identify and engage prospective clients, uncover business needs, and bring in internal resources to guide advanced conversations and close new business. They will also play a key role in developing a robust sales funnel through creative strategy and targeted prospecting efforts.
Sourcing new opportunities (Cold/Warm outreach): includes cold calls, emails, internet and social media research, trade show attendance, database mining, and outreach through industry partners to identify quality prospects
Uncovering Prospect Needs/ Discovery calls: Engage in consultative and educational sales conversations to understand prospect pain points, business challenges and service gaps
Strategy and Funnel Development: Collaborate with leadership to create targeted campaigns, identify high-opportunity prospects and brainstorm new approaches to pipeline growth
Closing & Proposal Development: Advance qualified prospect opportunities by coordinating proposals and presentations in conjunction with internal leadership to increase win rates
CRM/ Pipeline Management: Ensure timely and accurate tracking of all activity and opportunity stages within the CRM system
Underwriting/ File Coordination: Support the processing of underwriting documentation for qualified prospects. Ensure detailed, organized information is provided to the underwriting team to present a clear picture of the opportunity. Deliver as much relevant data up front as possible to support a thorough and informed decision-making process for TRICOM.
Qualifications:
5-7 years Inside/outside sales experience
Associate's degree or equivalent
Strong written and verbal communication skills
Advanced Computer skills
Benefits:
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
Compensation:
The estimated annual salary range for this role is $70,000-$80,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-Onsite
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyAdministrative Assistant
Menomonee Falls, WI job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
TRICOM Inc. of Milwaukee is a top provider of staffing administrative and financial services for privately held staffing companies. We are seeking an enthusiastic professional to join our collaborative team as an Administrative Assistant. In this role, you will have opportunities for growth and the ability to make a great impact on the organization.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive hourly rate including additional commission pay
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
Promote from within culture
What you'll do:
The Administrative Assistant primarily performs administrative work, including frequent high-level clerical work organizing, scheduling, and coordinating, researching, compiling and exchanging (and sometimes analyzing) information for the CEO. Assists supervisors (usually at the department head or committee level) in implementing department heads, managers, other employees and customers, mainly to assist with information exchange, problems and requests. Work is supervised on a limited basis, as necessary.
Participates in administrative staff meetings and attend other meetings and seminars
Participates in recruitment effort for exempt and nonexempt personnel (excluding managerial levels and above); and helps to coordinate the use of temporary employees
Helps to maintain company organization charts and employee directory
Direct Services, such as maintenance, repair, replenishing supplies, mail files
Composes and writes routine correspondence; maintains up-to-date files
Acts as recording secretary at staff and committee meetings; prepares and distributes minutes
Provides administrative support by entering, formatting, and printing information; organizing work; answering the telephone; relaying messages.
Provides clerical, secretarial and administrative support as required to the CEO of the company.
Coordinates meetings, conferences, and travel arrangements for all members of the company
Documenting corporate credit card expenses
Works independently and within team on special nonrecurring and ongoing projects
Acts as a project lead for special projects, at the request of the company president, which may include planning and organizing company functions, planning and organizing multiple presentations, disseminating information, and coordinating direct mailings
Other miscellaneous duties as needed or assigned.
Qualifications:
4-5 administrative, office administration, or secretarial experience
Associate's degree a plus
Advanced Computer Skills
Proficient in Word, Excel, Outlook, PowerPoint
Outstanding communication and interpersonal skills
Ability to handle data with confidentiality
Ability to prioritize conflicting demands to accommodate rapidly changing priorities
Ability to participate as part of a team by understanding and accepting the various work styles of others and their roles on the team
Ability to respond to common inquires or complaints from management or staff
Ability to work independently with self-motivation
Excellent attention to detail, organizational, and time management skills
Ability to multitask to accommodate rapidly changing priorities
Excellent attendance
Benefits:
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
Compensation:
The estimated annual salary range for this role is $50,000-$65,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-Onsite
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplySocial Media Marketing Coordinator -TRICOM
Menomonee Falls, WI job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
TRICOM Inc. of Milwaukee is a top provider of staffing administrative and financial services for privately held staffing companies. We are seeking an enthusiastic professional to join our collaborative team as a Sales Account Executive. In this role, you'll have opportunities for growth and the ability to make a great impact on the organization.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive hourly rate including additional commission pay
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
Promote from within culture
What you'll do:
Position Overview:
The Social Media/Marketing Coordinator will be responsible for developing and executing a social media strategy to drive engagement and support business goals by creating and managing content across platforms, tracking performance metrics, and staying updated on digital trends. In addition, this role will support broader marketing initiatives by executing campaigns and projects developed by the corporate marketing ream, ensuring consistent brand messaging and effective implementation across digital and print channels.
Create and implement a strategic social media plan that boosts TRICOM visibility, fosters engagement, and aligns with overall marketing objectives.
Develop, curate, and publish compelling content across social media platforms, including videos, graphics, and written posts to resonate with target audiences.
Monitor social media channels for trends, opportunities, and feedback. Respond to and engage with followers, addressing prospect and client inquiries in a timely and professional manner.
Partner with internal teams and the corporate marketing department to integrate social media efforts with broader marketing initiatives. Execute campaign deliverables, support trade show and event promotions, and assist in the development of marketing materials (digital and print).
Monitor and analyze performance of social media and marketing activities to measure effectiveness. Provide regular reports and insights to management, making recommendations for continuous improvement.
Stay updated on trends, tools, and best practices in social media and digital marketing. Apply new approaches to strengthen TRICOM's online presence and marketing execution.
Qualifications:
2-4 years' Experience in marketing campaign management, content creation, and social media scheduling tools.
Ability to track performance metrics, stay updated on digital trends, execute campaigns and develop projects.
Bachelor's degree in Marketing, Communications, Business, or relevant field
Proficient in Graphic Design, Adobe Creative Suite, and Canva
Advanced Computer Skills
Benefits:
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
Compensation:
The estimated annual salary range for this role is $42,000-$55,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-Onsite
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyRelationship Manager, Community Banking (AVP/VP)
Pewaukee, WI job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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
Promote from within culture
The Relationship Manager on our Community Banking team is responsible for the acquisition, retention and expansion of new and existing loans, deposit, and treasury relationships within small business and community banking sectors. This role will cover Waukesha and Milwaukee counties.
What You'll Do
Responsible for annual goals tied to loan and deposit volume, cross-sales, call planning/prospecting and fee income generation
Manage and grow existing customer relationships with businesses that generally have
Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion
Execute exemplary portfolio management
Work closely with internal partners to generate internal referrals as well as developing an external network of centers of influence.
Take part in bank events during and after hours
Responsible for understanding the impact of lending on the bank's CRA goals
Qualifications
Bachelor's degree in finance, business, accounting or related field
Completion of formal Bank Credit Training program preferred but not required
Minimum 3 years of credit and lending experience combined
Prior B2B, small business banking, or consultative outside sales experience in financial services
Excellent verbal and written communications skills
Strong interpersonal skills with a proven ability establishing client relationships
Benefits
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
Compensation
The estimated salary range for this role is $69,000-$110,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience.
#LI-ONSITE
#LI-KP1
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyAccounts Payable Associate
Menomonee Falls, WI job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."
Why join us?
* An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
* Competitive pay and discretionary or incentive 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
* Promote from within culture
Why join this team?
* This position has the opportunity to interface with and have a positive impact on multiple areas of Wintrust's business
* We hold ourselves accountable to high standards, share wins, operate ethically, and have fun
What You'll Do:
Position Overview:
The A/P Representative is an integral team member of the company-wide shared services Accounts Payable process. Responsibilities include following effective internal controls surrounding the Accounts Payable function and ensuring data integrity of financial information.
* Process Miscellaneous Payment Request for Life, Loan Ops, 401k, and ESPP
* Process Child Support and Garnishment payments; Child Support maintenance of orders; Tax reconciliation and payments
* Auditing daily receivable payments to ensure accuracy: Wire payments posted by team members; Credit Card payments posted by team members; Check deposit payments posted by team members; ACH payments posted by team members
* Posting ACH & Wire transactions made by team members from the previous day
* 941 payments
* A/P for various clients
* Running macros to aid in tying out and auditing process
* State tax payments: Weekly/Monthly/Quarterly
* Verify daily wire settlements and other miscellaneous wire payment requests
* Handle daily check runs
* Receive refund checks and occasional electronic payments, including logging and performing follow ups for pending refunds - generates EIB for refunds allocation and scan refund checks as part of the depositing process
* Prepare and distribute reports needed by A/P team members and/or internal customers
* Assists with CRA-Donations/Sponsorships review, 1099 processing, Unclaimed Property processes.
* Serves as back-up to creations and updates of prospective suppliers.
Qualifications:
* 2-3 years' experience preferred.
* Associates degree or greater preferred.
* Knowledgeable of Microsoft Suites applications (Excel, Word, Outlook, etc.)
* Knowledge of Workday ERP or other similar ERP systems highly desirable.
* Advanced Computer Skills.
* Advanced Knowledge of Microsoft Word, Excel, and PowerPoint.
Benefit:
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
Compensation:
The estimated annual salary range for this role is $42,000-$55,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-Onsite
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyMortgage Final Document Specialist
Brookfield, WI job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Responsible for providing a broad variety of administrative, operational and staff support services for an assigned group(s) or manager(s).
Actively engaged in report writing, tracking and compiling; research, exception processing, data entry, record keeping, and/or data maintenance.
Responsible for ensuring proper application of and compliance with internal and regulatory standards, guidelines, and procedures.
May perform reviews and evaluations of work quality and productivity standards for assigned product line and/or work area.
May have responsibility to review reports, loan files and other policies and procedures to promote quality execution of the loan operations functions and the related transactions that impact the financial statements.
May use PC based software packages for word processing, graphics, spread sheets, databases, etc. Specified job duties may vary by area.
Basic Qualifications
High school diploma or equivalent
Two to four years of experience in business and general office environment
Preferred Skills/Experience
Physical ability for repeated lifting of 40+ pound banker's boxes
Good understanding of the business and broad office skills
Demonstrated administrative skills and acute attention to detail
Strong reading, writing and mathematical skills
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to identify and resolve exceptions and to interpret data
Strong personal computer skills and knowledge of other office equipment
Well-developed verbal, grammatical, and written communication skills
This role has an in-office expectation of 5 days per week during initial 10-12 weeks of training. Once the training is complete, the position
requires working from a U.S. Bank location three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-ApplyStaff Auditor - Payment Services
Milwaukee, WI job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Primary Responsibilities
Assisting the Audit Project Manager in planning audit engagements. Includes performing control testing based on audit program directions; applying appropriate sampling and control testing techniques; identifying and assessing the relevancy of potential issues; and documenting work performed in TeamMate Audit Solutions to support audit scope/conclusion in compliance with CAS Policies, Standards, and Guidelines.
Drafting audit issues under the supervision of the Senior Auditor and Audit Project Manager. Includes identifying root causes rather than symptoms of control weaknesses, and developing appropriate recommendations.
Collaborate with colleagues and stakeholders to evaluate, test, and report on the adequacy and effectiveness of management controls.
Performing other duties as requested by management.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically more than two years of applicable experience
Preferred Skills/Experience
Basic knowledge of applicable laws, regulations, financial services, and regulatory trends that impact the assigned line of business
Relevant Financial Services Industry knowledge
Basic understanding of The Institute of Internal Auditors Global Internal Audit Standards and the common definition of internal controls
Knowledge of Risk/Compliance/Audit competencies
Ability to manage multiple tasks and deadlines simultaneously
Proficiency in Microsoft Office and other software tools (Word, Excel, PowerPoint, databases, presentations)
Strong written and verbal communication skills
Strong analytical and critical thinking skills
Location expectations
This role requires working from a U.S. Bank location three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $66,640.00 - $78,400.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-ApplyAssistant Branch Manager - Lake Geneva, WI
Lake Geneva, WI job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
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 an Assistant Branch Manager!
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
What you'll do:
As the Assistant Branch Manager, you will assist the Branch Manager in delivering superior financial results and best in class customer service by creating a proactive sales and service environment and maximizing employee productivity and effectiveness. You'll also work with other internal lines of business to maximize growth and profitability.
Establish and enhance the bank's presence in the local community by participating in networking events and initiating outbound calling efforts to drive branch sales
Oversee branch operations, including training, scheduling and facility management
Conduct meetings to keep team members informed and motivated
Conduct coaching sessions and address employee performance issues as needed
Perform duties of Branch Manager in his/her absence
Cross-sell products and services aligning with customer needs including deposit, loan and retirement products
Perform Personal Banker duties as necessary
Ensure compliance of all department, bank and regulatory policies and procedures
Oversee adherence to all established safety and security procedures
Qualifications:
High School diploma or GED required; college degree or related banking experience preferred
Previous managerial experience preferred
Minimum 3-5 years previous banking experience preferred
May require NMLS certification
Benefits:
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
Compensation:
The estimated hourly rate for this role is $26 - $32, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-ONSITE
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyRelationship Banker - Kenosha, WI
Kenosha, WI job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
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 11 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 200+ 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
High School diploma or GED required
Intermediate computer skills
Benefits:
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
Compensation:
The estimated hourly rate for this role is $21 - $28, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-ONSITE
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyCustomer Experience Banker Part-Time 30-35 hours - Oak Creek
Oak Creek, WI job
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service.
Duties & Responsibilities:
Providing excellent customer service and effectively resolving customer issues.
Being proficient in understanding and educating customers on consumer deposit products.
Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
Adhering to all operational, security, risk and regulatory policies and procedures.
Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.
Other duties as assigned.
Basic Qualifications:
High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree.
Preferred Qualifications:
1 year or more in customer service in banking, financial services or goal driven retail sales.
Cash handling skills.
Comfort with technology such as mobile services and online banking services.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplySBA Credit Analyst
Brookfield, WI job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The successful candidate should have prior experience in originating or monitoring a commercial loan portfolio consisting of loan products backed by the Small Business Administration - including spreading, financial analysis, etc.
Responsible for approving the extension of credit and/or making recommendations to the person(s) making the final lending decisions on new, renewal and extension loans to approve or deny the extension of credit. Prior to making the credit decision or advising the person(s) making the final credit decision, the Credit Analyst conducts a complete credit analysis including gathering, analyzing, and interpreting all types of credit information on existing and prospective customers. Reviews customer accounts and portfolios to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the company. May use technological tools, including computer software, to assist in the credit analysis process by helping evaluate a particular credit or a portfolio. The Credit Analyst will use such tools to compare and evaluate possible courses of action and will make recommendations and/or decisions after various possibilities are considered.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically five or more years of relevant experience
Preferred Skills/Experience
- Strong credit analysis and analytical skills
- In-depth knowledge of credit analysis, credit administration, credit policy and procedures, and risk analysis
- Background in economics, accounting, and/or finance
- Effective technical report writing skills
- Effective verbal and written communication skills
- Proficient computer navigation skills using a variety of software packages
- Master's degree or CPA certification is preferred
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,345.00 - $115,700.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
Software Engineer 2 (Mainframe - Cobol)
Brookfield, WI job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
This position will be responsible for the analysis, design, testing, development and maintenance of best in class software experiences. The candidate is a self-motivated individual who can collaborate with a team and across the organization. The candidate takes responsibility of the software artifacts produced adhering to U.S. Bank standards in order to ensure minimal impact to the customer experience. The candidate will be adept with the agile software development lifecycle and DevOps principles.
Essential Responsibilities:
Responsible for designing, developing, testing, operating and maintaining products
Takes full stack ownership by consistently writing production-ready and testable code
Consistently creates optimal design adhering to architectural best practices; considers scalability, reliability and performance of systems/contexts affected when defining technical designs
Performs analysis on failures, propose design changes, and encourage operational improvements
Makes sound design/coding decisions keeping customer experience in the forefront
Takes feedback from code review and apply changes to meet standards
Conducts code reviews to provide guidance on engineering best practices and compliance with development procedures
Accountable for ensuring all aspects of product development follow compliance and security best practices
Exhibits relentless focus in software reliability engineering standards embedded into development standards
Embraces emerging technology opportunities and contributes to the best practices in support of the bank's technology transformation
Contributes to a culture of innovation, collaboration and continuous improvement
Reviews tasks critically and ensures they are appropriately prioritized and sized for incremental delivery; anticipates and communicates blockers and delays before they require escalation
Basic Qualifications
Bachelor's degree, or equivalent work experience
Three to five years of relevant experience
Preferred Skills/Experience
Strong hands on experience in mainframe programming and systems architecture.
Proven expertise in COBOL, JCL, VSAM, DB2, and CICS.
Strong understanding of SDLC, Agile methodologies, and DevOps practices.
Experience with architectural modeling, workflow analysis, and performance tuning.
Excellent analytical, problem-solving, and communication skills.
Ability to mentor junior developers and provide technical guidance across teams.
Experience with cross-functional planning, code reviews, and quality assurance activities.
Subject matter expert in mainframe development and architecture.
Location expectations
This role requires working from a U.S. Bank location three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-ApplyFull Time Teller - Waukegan, IL
Waukegan, IL job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank as a Full-Time Teller!
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
What you'll do:
Process a variety of financial transactions (check cashing, withdrawals, deposits, loan payments, etc.) and accurately balance these transactions
Operate a teller drawer to serve customers and bank personnel in lobby or drive up.
Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel.
Develop skills to recognize potential fraud and report to management as necessary. Comply with all department, bank and regulatory policies and procedures. Uphold established Wintrust culture.
May be responsible for bank opening/closing and may be required to participate in community events.
Qualifications:
Minimum 6 months of experience in cash handling or customer service
High school degree or GED required
Travel between branches may be necessary
Must be available to work all shifts including Saturdays
Must be able to lift 30 lbs
Must be able to stand for long periods of time
Benefits
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
Compensation:
The estimated hourly rate for this role is $19.00-$21.00, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-ONSITE
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyHFA Financial Advisor Senior - Branch
Elm Grove, WI job
The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties & Responsibilities:
+ Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.
+ Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.
+ Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
+ Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.
+ Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.
+ Performs other duties as assigned.
Basic Qualifications:
+ High School Diploma
+ Minimum of 1 year of investment sales experience
+ Series 7, 63, 65/66 and Life and Health Licenses
Preferred Qualifications:
+ Bachelor's Degree
+ At least 2-3 years of experience in an investments area
+ Experience coaching, influencing and developing individuals in a team environment
+ Track record of exceeding expectations as well as assigned goals and targets
+ Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Network Compliance Manager
Brookfield, WI job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
The Network Compliance Manager is responsible for maintaining a high degree of knowledge of Payment Network (Visa, Mastercard, American Express) operations, products, and services. Ensures compliance with Network Operating Rules and Regulations for all Payment Network brands issued by PCS. Leads bi-annual release event projects for PCS. Responsible for review and distribution of all Network communications and works with internal stakeholders to identify impacts and solutions to achieve compliance. Manages PCS noncompliance and negotiates waivers with Payment Networks as needed to mitigate fine exposure.
Responsibilities:
* Network Compliance and Communication Management
* Compliance with Network Operating Rules and Regulations for all Payment Network brands issued by PCS
* Oversight of regular system enhancements required by the Payment Networks, including identification, communication and management of related technical, financial, and operational impacts
* Review and analyze all network communications (mandates and bulletins) and master content, including business justification behind changes
* Review and distribute network communications, assess business impacts, research questions, and resolve issues through proactive engagement of internal and external stakeholders
* Manage Digital Certificate lifecycles, working with internal and external stakeholders to ensure certificates are updated/replaced ahead of expiration to support business continuity
* Maintain thorough and comprehensive project documentation
* Noncompliance and Waiver Management
* Identify and research business solutions, facilitate cross team coordination, and support project implementations
* Own Network Compliance-related Internal Controls and manage periodic audits and control testing by the BLQA group
Preferred Skills and Education:
* Bachelor's degree in management or related field
* 8 years' experience in Product or Project Management or Operations
* 5+ years of experience managing resources in the payments and/or operational area
* Comfort and acumen in dealing with fast-paced, highly ambiguous and rapidly evolving environment typical of early-stage business formation
* Strong working knowledge of the financial industry, card processing, card networks, and operations, including an understanding of how the money moves between platforms and related interchange and other card fee structures
* Demonstrated ability to ensure compliance controls and interpret regulatory requirements
* Strong written and verbal communication skills, including the ability to present across all levels of the organization
* Analytical, Critical thinking and problem-solving skills
* Highly organized with the ability to handle multiple projects simultaneously and experience implementing process changes and improvements
* Demonstrated ability to develop effective working relationships with business stakeholders at all levels, including executive managers and vendors, and excel in a large, complex organization
Keys to Success:
* Building long-term collaborative relationships
* Willingness to jump in and learn - often on short notice
* Engage across the organization
* Critical Thinking
* Self-leadership
* Drive results
* Foster innovation
* Personal energy
* Curiosity
* Resourcefulness
Location Expectations
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Research Correspondence Rep l
Umb job in Milwaukee, WI
The Registered Funds team of UMB works with clients to provide accounting, tax, audit, and administrative services for mutual funds and collective trusts. The Research Correspondence Rep I role is a crucial aspect to the UMB Transfer Agency Operations team. Being a self-starter, while being deadline driven are key in the Research Correspondence Rep I role because this role will resolve not-in-good order documentation for processing. This is a great role for candidates that have previous financial industry experience, who want to develop more skills and have better work-life balance!
Duties & Responsibilities:
Produce not-in-good order reporting to clients
Resolving not in good order documentations by emailing and calling clients, custodial back offices, or advisors
Could be anything from missing birth dates, death certificates, W9's, etc.
Communicating with internal Operations team members to update client accounts when documents are in good order
Working with Private Equity, Hedge Fund, and Fund of Fund clients
Note tracking of resolution and updated documentations within the Ace Processing System
Education/Work Experience:
Required:
Bachelor's Degree
Bonus Points if:
Prior Transfer Agency experience
Compensation Range:
$37,490.00 - $71,920.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request.
If you are a California resident, please visit our
Privacy Notice for California Job Candidates
to understand how we collect and use your personal information when you apply for employment with UMB.
Auto-ApplyLoan Originator - (Illinois)
Antioch, IL job
Wintrust Mortgage was founded in 1981 to help customers achieve the American dream of homeownership and has since successfully navigated the ever-changing real estate market. As a full-service, federally chartered lender with offices located across the country, we're dedicated to providing customers with a wide range of mortgage products and have the capability to lend in all 50 states. To complement the basic conventional, FHA, and VA loan programs, we are uniquely positioned to meet the needs of the continually evolving market. Wintrust Mortgage is part of Wintrust, a financial services company with more than $66 billion in assets.
Why join us?
* An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)
* 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
Why join this team?
* We have a culture that encourages an entrepreneurial spirit
* We offer multiple opportunities for development and upward mobility
Position Summary:
* An employee in this position procures new mortgage transactions for the bank. The primary responsibility is to bring in new loan requests into the bank for processing. The Loan Originator is the primary contact for the loan applicant.
Essential Duties and Responsibilities:
* The Loan Originator assembles and reviews a new application and matches the applicant with a mortgage program. The file is handled by the Mortgage Originator until it is time to request loan documents and closing is scheduled. By turning in the file at this point, the Loan Originator is able to go out and generate new business.
* The Loan Originator assists the borrower in determining the proper loan program, completing the loan application and gathering the required supporting documentation to begin the loan process.
* Conducts preliminary underwriting reviews.
* Remains front line contact with the borrowers.
* A credit report is obtained and analyzed by the Loan Originator.
* The Loan Originator is heavily involved with the client during the application and closing process.
* Develops referral relationships with realtors, builders, bankers and other sources in order to proactively solicit new business.
Qualifications:
* Minimum two years of mortgage loan origination experience
* Thorough knowledge of pricing and underwriting requirements of various mortgage products and programs.
* Knowledge of residential mortgage processing, underwriting and closing procedures.
* Thorough knowledge of federal lending regulations governing real estate lending, such as Truth-in-Lending, RESPA and others.
* Ability to analyze financial information.
* Excellent interpersonal and communication skills required.
* Pleasant and professional demeanor is essential.
* Work requires sound judgment and diplomacy.
* Outlook proficiency required.
* Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E Act of 2008
* Ability to travel
Benefits:
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
Compensation:
The minimum estimated hourly rate for this role is $15.00, along with eligibility to earn monthly commissions. Actual pay rate may vary based on several factors, such as a candidate's location, qualifications, skills, and experience.
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Auto-ApplyRegional Branch Manager
Milwaukee, WI job
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Wintrust was founded with the idea to be the alternative to the big banks. We are looking for top talent to join Chicago's Bank as a Regional Branch Manager!
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
What you'll do:
As a Regional Branch Manager, you will deliver superior financial results and best in class customer service by creating a proactive sales and service environment across mutltiple branches within the charter. You will work with other lines of business to maximize growth and profitability.
Essential Duties and Responsibilities:
Establish and enhance the bank's presence in the local community while also promoting consistent involvement at the branch level
Promote products and services including deposit, loan and retirement products
Promote Wintrust and/or local brand as appropriate
Build strong partnerships between Retail Banking and other business lines
Participate in networking events and initiate outbound calling efforts
Drive the bank's Community Reinvestment Act Program through participation in community and bank events as well as involvement in local organizations
Operate within assigned authority levels
Participate in corporate projects to align charter with Wintrust initiatives
Assist Head of Retail in maintaining Wintrust culture
Supervisory Responsibilities:
Strategize with managers to expand and retain new and existing customer relationships
Conduct regular meetings to keep team members informed and motivated
Perform regular coaching sessions with Retail team members and address employee performance issues as needed
Oversee operations, including hiring, leadership development and regional facility issues
Ensure regional team members comply with all department, bank and regulatory policies and procedures
Ensure adherence to all security procedures established to maintain safety for employees and customers
Resolve escalated customer matters
Knowledge/ Skills/ Abilities Required:
Excellent customer service, organizational and problem-solving skills
Exemplary interpersonal, verbal and written communication skills
High level knowledge of bank compliance and operations
Strong managerial and leadership skills
Successful record of sales excellence
Ability to handle multiple projects simultaneously in a fast-paced environment
Intermediate computer skills
Training/ Education/ Experience Qualifications:
High School diploma or GED required; college degree or related banking experience strongly preferred
Minimum 5+ years branch management experience required
Minimum 5+ years in a customer contact/sales position or equivalent preferred
Experience in business development preferred
May require NMLS certification
Benefits:
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
Compensation:
The estimated salary range for this role is $98,000 - $132,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-ONSITE
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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
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