p>A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients needs.
West Allis, WI30+ days ago
You''ll collaborate closely with the Branch Manager to empower and develop our branch team, focusing on retail sales, operations, and top-notch customer service that meets-and exceeds!-established goals. You''ll take charge of our Customer Service Representative (CSR) functions, providing coaching and supervision to ensure our customers experience nothing short of stellar service every time.
li>Handle sensitive telephone and digital communications with clients involving confidential information, providing clear explanations and context as needed to support client understanding, influence outcomes appropriately, and ensure a high level of customer satisfaction. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
With a collective goal to champion a culture of belonging where everyone feels valued and respected, we honor the ways people are unique and embrace what brings us together. Position has a high level of technical knowledge and experience and is responsible for the technical aspects of the applicable cost center of the laboratory.
The Branch Manager works alongside Universal Bankers on the frontline in both the Viroqua and Viola locations, providing real-time coaching and ensuring a smooth day-to-day workflow. Additionally, the Branch Manager supports community involvement, serves as the resolution point for customer matters, and collaborates across departments to foster a positive and consistent branch environment.
Fond du Lac, Wisconsin10 days ago
li>Actively develops new members and targeted employer SEG partnerships in the community through business development activities, community involvement, and engaging in activities in forums with high value prospects – asking for the business and securing next steps. Branch Managers are a positive influence actively involved in the community and business development, driving new membership, deepening existing memberships, and increasing loan volume.
West Allis, WI30 days ago
Between greeting familiar faces and meeting new ones, you'll keep an eye on service quality and step in when a situation needs a calm, friendly leader. You'll also carve out time to connect with the local market-watching trends, brainstorming outreach ideas, and keeping the branch visible in the community.
Ashland, Wisconsin16 days ago
p style="margin: 0px; padding: 0px; color: windowtext;">#LI-Onsite . This employer participates in E-Verify for US-based hires. .
p style="text-align:left">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. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. Key Words: Customer Service, Loans, Financial Services, Lending, Management, Retail, Office, Bank Teller, Sales, Collections, Leadership.
Oak Creek, Wisconsin18 days ago
p style="margin: 0px; padding: 0px; color: windowtext;">#LI-Onsite . #HFCLP.
A successful Business Banking Market Manager will work to develop a pipeline of opportunities through various ways including self-sourced prospecting and partnering with Business Banking colleagues. 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.
West Allis, WI16 days ago
Between greeting familiar faces and meeting new ones, you’ll keep an eye on service quality and step in when a situation needs a calm, friendly leader. You’ll also carve out time to connect with the local market—watching trends, brainstorming outreach ideas, and keeping the branch visible in the community.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Menomonee Falls, Wisconsin30+ days ago
Overview: 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.
As a Branch Manager, you’ll lead your team in delivering exceptional customer experiences, identifying financial goals, and offering the right Tri City products to meet their needs.
Ashland, Wisconsin16 days ago
p style="margin: 0px; padding: 0px; color: windowtext;">#LI-Onsite . This employer participates in E-Verify for US-based hires. .
p>As an Assistant Branch Manager, you will work alongside the Branch Manager, supporting their efforts to lead the team and deliver exceptional service to both new and existing customers, guiding them through securing the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Manitowoc, WI30+ days ago
p>Security Finance has been a leader in the financial services industry since 1955, and proudly provides installment loans and income tax preparation to the communities where we operate. TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation.
Stiles, Pennsylvania25 days ago
li>This SAFE position involves customer contact and duties like offering/negotiating terms or taking applications for dwelling-secured transactions, requiring compliance with the SAFE Mortgage Licensing Act of 2008, related regulations, acceptable background checks, and meeting Loan Originator requirements under Regulation Z. Our client, a global trailblazer in financial services, is not just a trusted name - they’ve earned the top spot on LinkedIn’s 2025 “Top Companies to Grow Your Career” list for financial services employers.
Oak Creek, Wisconsin18 days ago
p style="margin: 0px; padding: 0px; color: windowtext;">#LI-Onsite . #HFCLP.
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. Manage the sales performance of the banking center staff by conducting coaching sessions, overseeing staff development, and addressing employee performance issues as needed.
The successful candidate will be responsible for managing branch activities, including teller operations, general customer service activities, loan processing, collections and personnel administration. Interviewing customers to obtain information and explain financial services such as savings and checking accounts, Retirement Account, Certificates of Deposit, savings bonds, and securities.
Monitor risk and compliance adherence across the branch network; address potential risks proactively and work with the VP Branch Operations to implement mitigation plans. Monitor and analyze core branch metrics (Missed Calls, NPS, Exceptions, Audit Outcomes, Transactions per FTE), identifying trends and improvement areas.
p>Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. Key Words: Customer Service, Loans, Financial Services, Lending, Management, Retail, Office, Bank Teller, Sales, Collections, Leadership.
Manitowoc, WI30+ days ago
p>Security Finance has been a leader in the financial services industry since 1955 and proudly provides installment loans and income tax preparation to the communities where we operate. Privacy Policy Privacy Notice Cookie Policy Loan Disclaimers State Disclosures Corporate Texting Policy Terms of Use Contact Us © 2026 Security Finance For the residents of the state of Georgia only Security Finance of Georgia LLC - NMLS 2029421.
li>Motivates, coaches, and develops retail staff through education, technical and sales training, constructive feedback, and performance management ensuring staff provides prompt, efficient, and accurate service according to WSB's service expectations. Maintain a strong, visible, and positive presence in the community through involvement in community events/organizations and engaging in small business activities to promote to bank's products and services to prospective business customers.
p>We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success.
Oak Creek, Wisconsin26 days ago
Overview: 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.
- Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
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. • Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans Maintain properly documented files and manage renewals and collection efforts on past dues and defaulted loans.
Richland Center, WI16 days ago
As our Branch Manager, you'll shape a customer-centric culture, build lasting client relationships, and drive growth while developing your leadership toolkit. Lead and develop your team: Set goals, coach for performance, run effective standups and team meetings.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
Fitchburg, WI30+ days ago
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
This is evident not only through our competitive compensation but also through a comprehensive benefits package that includes medical, dental, and vision plans, short-term and long-term disability, life and accidental death and dismemberment (AD&D) insurance, Employee Assistance Program (EAP), pre-tax commuter transportation benefit, parental leave, vacation, sick time, floating holidays, jury duty and funeral/bereavement leave, and paid holidays for all eligible full-time employees. Leadership skills; Identifies requirements; allocates, and effectively uses information, personnel, time, and other resources necessary for goal accomplishment; establishes appropriate courses of action for self and/or others to accomplish specific goals; develops evaluation criteria and tracking systems for monitoring goal progress and accomplishment; and specifies objectives, schedules, and priorities.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: https://regionalfinance.com/wp-content/uploads/2022/11/UPDATED-Employee-Privacy-Policy-11.2022.pdf. This role is ideal for individuals who are motivated by results, thrive in a fast-paced environment, and enjoy actively selling financial products while building strong customer relationships.
Acts as leader for customer experience, provides motivation and direction for the team, expands customer base and promotes and participates in the local market/community to identify the needs and promote U.S. Bank products and services. 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.
This is an exciting opportunity for an experienced banking professional, retail banking manager, customer service manager, or financial services leader looking to grow their management and leadership career in a supportive, team-focused environment with family-friendly hours. In this onsite leadership role, you will lead a high-performing branch team that is passionate about helping members achieve financial success while making a positive impact within the Saukville community.
Green Bay, Wisconsin3 days ago
li style="margin-bottom:8px">Develop and manage supplier relationships to deliver reliable product supply and total cost effectiveness while meeting or exceeding all customer service, compliance, product requirements, and key performance metrics including material and process selection for purchases, negotiating supply agreements, and establishing supplier performance metrics. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Green Bay, Wisconsin30+ days ago
li style="margin-bottom:8px">Develop and manage supplier relationships to deliver reliable product supply and total cost effectiveness while meeting or exceeding all customer service, compliance, product requirements, and key performance metrics including material and process selection for purchases, negotiating supply agreements, and establishing supplier performance metrics. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
Franklin, Wisconsin22 days ago
For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website. Lead, coach, and develop branch associates to grow whole client relationships by proactively engaging in professional conversations to uncover needs and custom tailor solutions unique to each individual to acquire, deepen and expand client relationships.