Wegner CPAs Part Time jobs

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires an hybrid work arrangement. At Wipfli, hybrid work is defined as associates regularly working 1-4 days a week during your working hours, for part-time interns, in a Wipfli office. This internship will be offered from January 2026-May 2026, part time 20-30 hours per week, with the opportunity to extend into the summer. Responsibilities + Responsible for test cases/business use cases identification for testing assigned software applications. + Collaborate with business testers for test case execution, document all test results & open bugs/issues, and coordinate retest after issues are resolved. + Attend workstream meetings/functional discussions and document them in test steps/expected results format. + Review and maintain test suites for assigned workstreams. Knowledge, Skills and Abilities + Bachelor's degree in information technology or computer science preferred. + Ideal candidate would be junior-level status. + Completion of some coursework in a programming language/business analysis. + Prior computer system experience including Windows Operating System and knowledge of Microsoft Office products preferred. + Strong organizational and communication skills. Additional Details Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Not fully prepared to apply for an internship or not sure where to start? Please join our Talent Community to explore how you can stay connected to Wipfli. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS-WI-Eau Claire Job ID 2025-7467 Category Entry-Level/Internships Remote No

About the Role: Baird's Compliance interns collaborate closely with experienced professionals to learn about the laws, regulations and ethical standards that govern the financial services industry. Through hands-on tasks and projects, interns gain practical insight into how policies and procedures are applied in a dynamic compliance environment at a high-performing financial firm. The Capital Markets Compliance team supports all Capital Markets businesses at Baird, including Equity Capital Markets, Equity Research, Global Investment Banking, Fixed Income and Public Finance. The team also focuses on overall firm regulation and policy functions. This intern will design, develop and test regulatory technology (RegTech) data solutions for the Capital Markets Compliance team while gaining unique insight into Baird's Capital Markets businesses through a compliance lens. This is a hybrid internship, working 3 days per week in our downtown Milwaukee, WI office and 2 days remote during the summer. The intern must be able to work full time during the summer, 37.5-40 hours per week, and work part time during the school semesters, 15-20 hours per week. We are seeking a student who can start in April/May 2026. The Impact You'll Make: Work with internal business partners to understand how the data we provide impacts the greater decisions of both Compliance and Baird Gain exposure to critical business data problems that help drive decisions Actively participate in team meetings, discussions and special projects with internal business partners Create innovative data solutions and visualizations using SQL, Python and potentially PowerBI What You'll Bring to Baird: Pursuing a bachelor's degree in data science, data analytics, computer science, computer engineering, information systems, information technology management, business analytics or other related areas with a proven track record of academic excellence Anticipated graduation date of May 2027 or later Curiosity to understand the application of technology and data when solving business problems Superior organizational skills, ability to manage multiple priorities and strong attention to detail while ensuring high-quality and timely delivery of solutions Proactive approach with a high level of motivation, strategic thinking and a strong commitment to continuous learning Experience with Python, SQL, Microsoft Excel, PowerPoint and Word Some financial market knowledge is preferred About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . #LI-DNI Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Solutions Support team is responsible for partnering with financial advisors, branch associates, portfolio managers, and other key partners seeking general information on the solutions available. They also work with various areas of the firm to develop guidelines, tools, and best practices in support of the business. As an intern, you'll learn about investment offerings that we provide to our financial advisors and understand how they use our solutions for clients' investment needs. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May 2026. The Impact You'll Make: * Support and maintain applications used for Managed Product offerings (e.g,. Envestnet) * Collaborate with Investment Solutions Associates to define, evaluate, and deliver actionable data for field use * Assess book of business efficiencies to assist field consultants in preparing for branch office visits * Maintain and update content on the firm's intranet site (BairdWeb), ensuring accuracy and relevance * Perform additional duties and assist with ad hoc projects as assigned What You'll Bring to Baird: * Pursuing a bachelor's degree in finance, economics, business or related degree preferred * Anticipated graduation date of May 2027 or later * Strong written and verbal communication skills * Ability to work in a team environment and manage priorities to meet specific deadlines * Exceptional organizational and time management skills with a high attention to detail * Strong client service critical thinking and troubleshooting skills About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

If you're motivated, detail-oriented, and have a passion for delivering exceptional customer service, keep reading! This is a fast-paced, interactive position with CCFBank, a successful financial institution with locations throughout Wisconsin and Minnesota. We're seeking a friendly, and customer-oriented individual who is eager to build and maintain customer relationships. As a Teller, you will assist customers with their banking needs by processing deposits, cashing checks, accepting loan/credit card payments, and addressing customer questions or concerns. You will also gain knowledge of bank products and services, referring customers to the appropriate departments to ensure an exceptional customer experience daily. The ideal candidate is a cooperative, agreeable, and sympathetic listener who gets along with and enjoys helping others. This job requires a patient and stable work style and consistency in dealing with repetitive routines. A service- and team-oriented mindset is essential to success. The work requires attention to detail. The candidate must be able to manage those details with accuracy and careful attention to quality. Primary Responsibilities * Assist customers with various financial transactions including deposits, withdrawals, and transfers. * Perform accurate and timely processing of customer transactions. * Provide excellent customer service and actively listen to and address customer questions or concerns. * Understand customer requirements and introduce them to new products and services. * Collaborate with team members to achieve branch goals. * Maintain and assure compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules, and regulations; adhere to the Bank Secrecy Act (BSA) responsibilities that are specific to the position. * Performs other duties as assigned. Education and Experience * At least one (1) year of customer service experience. * Excellent communication and interpersonal skills. * Ability to multitask and prioritize tasks effectively. Desired Expertise * Cash handling or sales experience. What's in it for you? * Part Time, 20 hours per week. * Monday - Friday work week; occasional Saturdays required. * Competitive Pay ranging from $16.15 - $17.74/hour (may vary based on experience). * Eligible for an annual bonus of 1.5%-3% of your salary based on company goals and performance. Perks: * 401K Retirement Plan and Company Match: Retirement goals? We've got you covered. * Paid Time Off, Bereavement Leave, and Paid Holidays: Rest, recharge, and celebrate your loved ones. * Parental Leave: Because parenting is the ultimate adventure * Company-Wide Wellness Program: Yoga, smoothies, and mental high-fives. * Employee Achievement Program: Here to help you through the good times and the bad. * Colleague Referral Program: Refer a friend, get a virtual high-five (and maybe a bonus). * Professional Development Reimbursement Program: Learn and grow with us! * Career Planning: Plot your career trajectory. * Colleague Pricing on Secondary Market Mortgage Loans: Because everyone deserves a castle (or a cozy cottage). * Colleague Beyond Save & Spend Accounts Perks: Unlock exclusive pricing on our deposit products. What can you expect from us? At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers. We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them. Learn more here about how we make more possible: *********************** Ready to be part of our financial family? Apply online at ccf.us! If you need assistance applying, contact us at ********* and we will attempt to meet your needs. In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position. CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans. Salary Description $16.15 - $17.74 hourly

About the Role: IT has a track record of success with interns across their various teams, all who have the ability to directly contribute to the success of the department. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships. We look for highly motivated individuals who are proactive, eager to learn and ready to contribute. Our IT Business Analysts deliver business analysis, project management and quality assurance expertise to identify and implement technology solutions that meet the business needs and challenges. IT Business Analyst interns will assist in delivering value-add solutions working on small project requests and/or as part of a large project team while learning and applying agile principles and other project delivery methodologies. This is a hybrid internship, working three days per week in our downtown Milwaukee, WI office or downtown Madison, WI office and two days remote. The intern must be able to work full time during the summer, 37.5-40 hours per week, and work part time during the school semesters, 15-20 hours per week. We are seeking a local student who can start in May 2026. The Impact You'll Make: Elicit requirements in conjunction with a mentor by the use of interviews, workflow analysis, requirements workshops and surveys to provide business requirements, use cases and user stories Analyze existing processes with a mentor by the use of workflow analysis, and process owner engagement to create user guides, process specifications and process models Participate in collaboration sessions with project team members (developers, architects, analysts, product owners) to assist in the creation and delivery of the technical vision, process improvement, client experience and risk mitigation Completes small projects for the department which may include reviewing processes, developing custom solutions and documentation Partner with the Quality Assurance (QA) team to define and execute testing strategies Interact with a variety of areas at Baird as you assist with different process projects Experience Baird's collaborative culture that values diverse backgrounds and perspectives through teamwork and a strong sense of partnership by shadowing and mentorship from experienced team members and leaders What You'll Bring to Baird: Pursuing an associate's or bachelor's degree in information technology management, information systems, operations management, supply chain, business or communications with a concentration in technology or related degree Anticipated graduation date of May 2027 or later Working knowledge of Microsoft Office is required and MS Visio is a plus Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates Possess a natural curiosity in understanding the application of technology to solve business problems Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . #LI-DNI Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities This position has the opportunity to be remote, hybrid, or in person. The position is part-time, with variable hours during the team's busy season and limited hours during the team's off season. Responsibilities: + Review sample of commercial loans to ensure acceptable credit standards are maintained and loans conform to established company policy and applicable regulatory requirements. + Examine credit risks within loan portfolios and the appropriateness of risk grades for the loans reviewed. + Review documentation relating to originations and renewals, appraisals, collateral, insurance, flood certification(s) etc. + Document compliance with loan policies, lending procedures and applicable regulations. + Document observations and variations and discuss with the client. + Use relevant experience and research skills to think beyond the policy/procedures and assist clients on complex issue or ideas that benefit the client. + Apply lending/credit policy, product and loan guidelines, and a high level of judgment, in assessing applicant's credit worthiness. + Conduct activities consistent with established banking policies, procedures and systems, Bank Secrecy Act and all applicable State and Federal laws and regulations. Knowledge, Skills and Abilities Qualifications: + Bachelor's degree in Finance, Accounting, or related field. + 5+ years of experience in credit underwriting, portfolio management, commercial lending, regulatory review, and/or loan review; preferred candidates will have 10+ years of experience. + Preferred candidates will have experience with loan workouts or distresssed credits + Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and required documentation. + Exceptional understanding of regulatory policies and financial risk management. + Knowledge of the latest financial regulations and compliance standards. + Ability to effectively identify and communicate to management any weaknesses in loan administration or other matters requiring attention. + Strong analytical skills and proficiency in financial modeling; experience with loan review systems preferred. + Proactive nature and ability to think outside the box. Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (***************************************** page to connect! #LI-remote #LI-CS1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* . Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $29.00-47.00/hour, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Job LocationsUS Job ID 2025-7423 Category Risk Advisory Services Remote Yes

**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Part-Time Branch Address: 161 W Wisconsin Ave Ste 2a, Pewaukee, WI This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. **If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. **Role Summary:** As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. **We'll give you the support you need. Our team will be there every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you + A wide support network that extends from your branch office to your region to the home office + You'll often work independently but will have a team of thousands backing you every step of the way **Can you see yourself...** + Delivering exceptional personalized service to ensure clients feel understood and informed + Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year + Actively listen for situations in the clients' lives that may indicate a need for additional services + Driving marketing activities such as planning and executing events **You can also expect...** + A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions + An inclusive environment where everyone's different viewpoints are valued and help to achieve results. + We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being + Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: + Medical and prescription drug coverage, + Health Savings Account and Flexible Spending Account, + Voluntary Benefits (such as accident, hospital indemnity, and critical illness), + Well-being programs (such as the Employee Assistance Program), and + Retirement Plan (if compensated for 1,000 hours of service during the plan year). + In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law. **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. + The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. **Hiring Minimum:** $23.85 **Hiring Maximum:** $25.35 Read More About Job Overview **Skills/Requirements** **What skills would make you a successful BOA?** + Analytical Thinking + Attention to Detail + Adaptability + Conversational Skills + Digital Tool Utilization + Team Collaboration **Role Requirements** + **Client Service:** Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. + **Account Management:** Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. + **Administrative & Operational Support:** Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. + **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week, for full-time interns, or during your working hours, for part-time interns, in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance. Responsibilities Responsibilities: Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as: Respond to client and firm associate requests in a timely, accurate, positive and professional manner Respond to inquiries from client and work with client to gather necessary information for completion of required documents Use data analysis skills to discover useful information and patterns to provide support in recommendations Proactively identify improvement opportunities in processes to enhance efficiency ***NOTE: Interns will receive experience in tax OR audit and in some instances both.*** Tax Specific: Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Perform a limited number of tax return interviews as needed Audit Specific: Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leaders Communicate with engagement leaders regarding open items, testing problems, or other important matters in a timely manner Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs Develop technical competency with GAAP, especially related to assigned product line What You will Gain Experience the Wipfli Way first hand while working side by side with professionals from all levels of the firm Develop experience and skills to become a trusted business advisor for clients and associates Gain hands-on experience in tax and/or audit work, and related software applications Work as an individual contributor and as part of a team to support client engagements Gain exposure to a variety of clients and industries ranging from small businesses to large corporations Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient manner Knowledge, Skills and Abilities Qualifications: Pursuing a Bachelors or Master's degree in Accounting (completion of corporate or individual taxation class is required) Above average competency in accounting as demonstrated by college GPA; Minimum 3.2 GPA Working towards eligibility to sit for CPA exam upon graduation Preferred coursework in Data Analytics or Big Data Ability to think independently and make good decisions based on education and experience Good communication and interpersonal skills to effectively communicate with clients and staff Ability to prioritize work, follow through on requests, take initiative and meet deadlines Must be legally authorized to work in the United States on a full-time basis upon hire. Wipfli will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status). Additional Details Additional Details: This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance. Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Not fully prepared to apply for an internship or not sure where to start? Please join our Talent Community to explore how you can stay connected to Wipfli. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Job Details OCO Oak Creek - Oak Creek, WIDescription BASIC RESPONSIBILITES: Under the supervision of the VP of Member Services the incumbent of this role will be responsible for several functions. This is including, but not limited, to servicing internal and external member requests for ATM/Debit Card services, following up on possible fraudulent activity, daily processing and reviewing of Fraud Department reports, maintaining accurate documentation of conversations and situations and contacting members with negative accounts. This role supports the Credit Union's fraud detection and Bank Secrecy Act (BSA) compliance efforts. Core responsibilities may shift based on department needs, certifications, and internal career progression. OUR CORE VALUES: The Fraud Analyst II will be expected to act in a manner which is in accordance with Guardian Credit Union's values: Relationships - We treat each other, our members, and our community with respect. Accountability - We hold ourselves to a higher standard. Teamwork - We work together to reach our goals. Honesty - We believe in conducting ourselves with honesty, integrity, trust, and fairness. ESSENTIAL FUNCTIONS: Completes required daily/monthly departmental reports and fraud detection software alerts. Evaluates activity for the early detection and prevention of fraud. Monitors new account activity and takes action to close or freeze activity when warranted. Investigates and properly documents possible fraud and suspected criminal misconduct both internally and externally, including kiting and forgery. Report all criminal misconduct to management. Researches and resolves internal and external member service inquiries in a timely and accurate manner. Provides on-going compliance training and technical assistance to help branches reduce fraud. Assists in conducting training sessions for staff meetings. Keeps all staff informed regarding crime alerts, possible scams and potential losses. Works as a liaison with law enforcement agencies in conducting fraud investigations. Addresses internal and external member service requests from ATM/Debit card services encompassing the exclusion of ATM/debit cards from card blocking rules, fraud alerts, and processing and investigating debit disputes. Contacts members with negative shares by telephone and mail. Determines the reason for negative balance and takes appropriate action to bring positive and keep positive. Investigates and completes all Verafin alerts/cases, taking appropriate action when necessary. Performs Customer Due Diligence and Enhanced due diligence and fully documents all investigative findings and/or secures additional member documentation as required. SECONDARY FUNCTIONS: Serves as a back up to department personnel. Collects and maintains records for all Subpoena requests with the assistance of the audit department. Performs other departmental duties as assigned. Cross sells credit union services when appropriate. Qualifications SKILLS AND ABILITIES REQUIRED: Education/Experience: Any combination equivalent to education and experience that provides required knowledge and skills qualifying. The typical qualifications preferred would be equivalent to completion of a high school degree and a minimum of 2 years' experience in a credit union or other financial institution. Requires a working knowledge of Fraud and BSA functions with CBSAP Certification. SKILLS: Professional, well-developed interpersonal skills necessary for servicing credit union members and projecting a positive image as a representative of the credit union. Must demonstrate strong member focus with ability to provide efficient, friendly service in a fast paced, team-oriented environment. Must be able to handle confidential information with discretion, retain composure under pressure, and reflect a pleasant, courteous telephone and business-like manner. Must have a demonstrated ability to interpret and explain Credit Union policy and perform transactions to member accounts while adhering to policy. Thorough knowledge of Credit Union services offered to membership and demonstrates ability to cross-sell/refer such services effectively. Must present a professional, business-like appearance and manner. Must be bondable. WORK ENVIRONMENT: While performing the duties of this job, the employee regularly works in an office setting. PHYSICAL DEMANDS: The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation. Ability to remain in a stationary position 75% of the time. Ability to move about inside the office to access file cabinets, office equipment, etc. Ability to move items, such as boxes, up to 20 lbs. across office for various needs. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. Ability to constantly operate a computer and other office productivity equipment, such as a calculator, copy machine, fax machine and printer. TRAVEL: Local travel to worksites may be required at times. HOURS: This position is part-time approximately 25 hours per week, scheduled Monday through Friday between the hours of 8:00 a.m. and 5:30 p.m., with rotating Saturday shifts from 8:30 a.m. to 12:30 p.m. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

About the Role: IT has a track record of success with interns across their various teams, all who have the ability to directly contribute to the success of the department. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships. We look for highly motivated individuals who are proactive, eager to learn and ready to contribute. Our IT Application Development team works collaboratively to build and deliver quality software for our clients in a continuous learning, agile/lean environment. Software Developer interns will be exposed to software development, working in community, focused on software craftsmanship and adding value to the Baird business. This is a hybrid internship, working three days per week in our downtown Milwaukee, WI office or downtown Madison, WI office and two days remote. The intern must be able to work full time during the summer, 37.5-40 hours per week, and work part time during the school semesters, 15-20 hours per week. We are seeking a local student who can start in May 2026. The Impact You'll Make: Assist with the development and build of new and existing solutions using a variety of technologies (full .NET stack, HTML with various JavaScript frameworks) Work under the direction of an experienced developer implementing product features, gaining increasing responsibility as you demonstrate your abilities Actively participate in daily stand-ups, business owner demos and team retrospectives Experience Baird's collaborative culture that values diverse backgrounds and perspectives through teamwork and a strong sense of partnership by shadowing and mentorship from experienced team members and leaders What You'll Bring to Baird: Pursuing an associate's or bachelor's degree in computer science, computer engineering, information systems, MIS or related degree Anticipated graduation date of May 2027 or later Previous experience or exposure to one or more of the following technologies: VB.NET, C#, SQL Server, WCF Service, Java, Object-Oriented Design. Experience with software development preferred Passion for writing software and learning the latest software development techniques Knowledge of data structures, algorithms and object-oriented software design Possess a natural curiosity in understanding the application of technology to solve business problems Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . #LI-DNI Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: Baird's Corporate Real Estate & Workplace Solutions (CREW) department represents one of the largest investments for the firm. They manage all physical aspects of the workspace, manage operations and leasing and support the firm's growth across 200+ locations. They create engaging and inviting workplace experiences for all associates, and their mission is to strive to evolve the workplace by driving innovation and strategic decision-making all while reflecting Baird's culture and brand. CREW includes Project Management, Finance and Lease Administration, Transaction Management and Workplace Solutions. This intern will collaborate with each team, gain insight into the work they do and contribute to real projects. This is a hybrid internship, working two days per week in our downtown Milwaukee, WI office and three days remote. The intern must be able to work full time during the summer, 37.5-40 hours per week, and work part time during the school semesters, 15-20 hours per week. We are seeking a local student who can start in May 2026. The Impact You'll Make: Participate in the overall project process and gain visibility to Corporate Real Estate practices from concept to execution Support various processes and projects for each team such as close out processes, documentation processes, operating expenses, transaction management processes, room numbering updates, workplace maintenance orders, etc. Review data and analytics, dashboards and reports that drive data-informed decisions for CREW Gain an understanding of how Corporate Real Estate affects Baird and how we manage the portfolio What You'll Bring to Baird: Pursuing an associate's or bachelor's degree in project management, construction management, business or related degree Anticipated graduation date of May 2027 or later Strong verbal and written communication skills, with the ability to connect clearly and professionally with clients and associates Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively Collaborative mindset that values teamwork, diverse perspectives and building meaningful relationships Advanced knowledge of Microsoft Office products Power BI experience is a plus AutoCAD experience is a plus About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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

About the Role: The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Solutions Support team is responsible for partnering with financial advisors, branch associates, portfolio managers, and other key partners seeking general information on the solutions available. They also work with various areas of the firm to develop guidelines, tools, and best practices in support of the business. As an intern, you'll learn about investment offerings that we provide to our financial advisors and understand how they use our solutions for clients' investment needs. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May 2026. The Impact You'll Make: Support and maintain applications used for Managed Product offerings (e.g,. Envestnet) Collaborate with Investment Solutions Associates to define, evaluate, and deliver actionable data for field use Assess book of business efficiencies to assist field consultants in preparing for branch office visits Maintain and update content on the firm's intranet site (BairdWeb), ensuring accuracy and relevance Perform additional duties and assist with ad hoc projects as assigned What You'll Bring to Baird: Pursuing a bachelor's degree in finance, economics, business or related degree preferred Anticipated graduation date of May 2027 or later Strong written and verbal communication skills Ability to work in a team environment and manage priorities to meet specific deadlines Exceptional organizational and time management skills with a high attention to detail Strong client service critical thinking and troubleshooting skills About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: IT has a track record of success with interns across their various teams, all who have the ability to directly contribute to the success of the department. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships. We look for highly motivated individuals who are proactive, eager to learn and ready to contribute. Our IT Data & Analytics Team works collaboratively to build and deliver data solutions for our clients in a continuous learning environment. IT Data & Analytics interns will assist in architecting successful data solutions, delivering value, problem solving and managing changing priorities on key projects. This is a hybrid internship, working three days per week in our downtown Milwaukee, WI office or downtown Madison, WI office and two days remote. The intern must be able to work full time during the summer, 37.5-40 hours per week, and work part time during the school semesters, 15-20 hours per week. We are seeking a local student who can start in May 2026. The Impact You'll Make: Focus on data analytics, profiling, modeling, visualization, data integration and delivery Gain exposure to critical business data problems that help drive decisions Be embedded in our Data & Analytics team to deliver data solutions for clients Experience Baird's collaborative culture that values diverse backgrounds and perspectives through teamwork and a strong sense of partnership by shadowing and mentorship from experienced team members and leaders What You'll Bring to Baird: Pursuing an associate's or bachelor's degree in data science, data analytics, computer science, computer engineering, information systems, information technology management, business analytics or related degree Anticipated graduation date of May 2027 or later Experience with data analysis, data profiling, data modeling, SQL, SSIS (or other ETL development tools is a plus) General interest and passion for data Possess a natural curiosity in understanding the application of technology and data to solve business problems Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status . #LI-DNI Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week, for full-time interns, or during your working hours, for part-time interns, in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance. Responsibilities Responsibilities: Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as: Respond to client and firm associate requests in a timely, accurate, positive and professional manner Respond to inquiries from client and work with client to gather necessary information for completion of required documents Use data analysis skills to discover useful information and patterns to provide support in recommendations Proactively identify improvement opportunities in processes to enhance efficiency Tax Specific: Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Perform a limited number of tax return interviews as needed Audit Specific: Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leaders Communicate with engagement leaders regarding open items, testing problems, or other important matters in a timely manner Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs Develop technical competency with GAAP, especially related to assigned product line What You will Gain: Experience the Wipfli Way first hand while working side by side with professionals from all levels of the firm Develop experience and skills to become a trusted business advisor for clients and associates Gain hands-on experience in tax and/or audit work, and related software applications Work as an individual contributor and as part of a team to support client engagements Gain exposure to a variety of clients and industries ranging from small businesses to large corporations Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient manner Knowledge, Skills and Abilities Qualifications: Pursuing a Bachelors or Master's degree in Accounting (completion of corporate or individual taxation class is required) Above average competency in accounting as demonstrated by college GPA; Minimum 3.0 GPA Working towards eligibility to sit for CPA exam upon graduation Preferred coursework in Data Analytics or Big Data Ability to think independently and make good decisions based on education and experience Good communication and interpersonal skills to effectively communicate with clients and staff Ability to prioritize work, follow through on requests, take initiative and meet deadlines Grace Parker, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-Onsite #LI-GP Additional Details Not fully prepared to apply for an internship or not sure where to start? Please join our Talent Community to explore how you can stay connected to Wipfli. Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Application Deadline: 01/01/2026 Address: 300 E Wall Street Job Family Group: Retail Banking Sales & Service This is a part-time role, typically scheduled for 20 hours a week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Application Deadline: 12/15/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service BMO Commercial Banking BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses. As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally. Program Overview Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern. What's in it for you? Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking Technical Training - an engaging and interactive learning program including an introduction to credit Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc. Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves. Qualifications: You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029 You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026 You have a preferred minimum GPA of 3.0/4.0 You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc. You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity The annual base salary for this position is USD $45,886 Salary: $44,300.00 - $66,400.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About the Role: IT has a track record of success with interns across their various teams, all who have the ability to directly contribute to the success of the department. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships. We look for highly motivated individuals who are proactive, eager to learn and ready to contribute. Our IT Data & Analytics Team works collaboratively to build and deliver data solutions for our clients in a continuous learning environment. IT Data & Analytics interns will assist in architecting successful data solutions, delivering value, problem solving and managing changing priorities on key projects. This is a hybrid internship, working three days per week in our downtown Milwaukee, WI office or downtown Madison, WI office and two days remote. The intern must be able to work full time during the summer, 37.5-40 hours per week, and work part time during the school semesters, 15-20 hours per week. We are seeking a local student who can start in May 2026. The Impact You'll Make: * Focus on data analytics, profiling, modeling, visualization, data integration and delivery * Gain exposure to critical business data problems that help drive decisions * Be embedded in our Data & Analytics team to deliver data solutions for clients * Experience Baird's collaborative culture that values diverse backgrounds and perspectives through teamwork and a strong sense of partnership by shadowing and mentorship from experienced team members and leaders What You'll Bring to Baird: * Pursuing an associate's or bachelor's degree in data science, data analytics, computer science, computer engineering, information systems, information technology management, business analytics or related degree * Anticipated graduation date of May 2027 or later * Experience with data analysis, data profiling, data modeling, SQL, SSIS (or other ETL development tools is a plus) * General interest and passion for data * Possess a natural curiosity in understanding the application of technology and data to solve business problems * Organizational excellence, with the capacity to manage multiple priorities, demonstrate strong attention to detail and ensure high-quality and on-time delivery * High level of motivation, proactivity and strategic thinking, with a strong commitment to learning and contributing effectively About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. #LI-DNI Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth. We are seeking a friendly and detail-oriented Bank Teller to join our team. This entry-level role is designed for individuals who are eager to learn the fundamentals of banking and develop skills for future career growth. As a teller, you will represent our bank, providing exceptional customer service and handling day-to-day transactions while gaining experience in the banking industry. Compensation: $17.00 - $22.00 per hour depending on experience. Responsibilities Assist customers with transactions such as deposits, withdrawals, and payments. Respond to basic account inquiries and resolve common issues. Maintain a professional demeanor in appearance and communication. Learn and follow bank policies to ensure transaction security and compliance. Acquire and gain an understanding of the principles of banking. Support team members in day-to-day tasks. Complete other assigned tasks as needed. Qualifications High school diploma or equivalent. Ability to interact with customers with a calm and professional demeanor. Cash handling experience preferred. Willingness to travel & assist other locations and work Saturdays as needed. Why Join Us: Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods. Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning. Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success. Celebration of Success: Join a team that values and celebrates individual and collective achievements. Work Life Balance: No early mornings or late nights, enjoy a predictable schedule with major holidays off. Great Employee Benefits that start on the 1st of the month after your hire date! Part-Time: 401(k) with company match Up to 20 hours of paid vacation after 3 months (must work an average of 20+ hours per week in order to be eligible for paid vacation.) Full-Time: 401(k) with company match Tuition reimbursement Medical, dental, and vision coverage Paid vacation and more! Equal Opportunity Employer/Veterans/Disabled All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Reasonable Accommodation If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at ************ or ************