Analyze income tax records and returns of individuals and flow through businesses to identity planning opportunities. Partner with other highly credentialed professionals on the team and NM advisors to deliver planning strategies and solution recommendations for clients. Stay current on income tax laws/regulations and tax planning trends. Consult with attorneys and accoun

We are currently seeking a Universal Banker to work out of our American Parkway location. As a Universal Banker, you get to work with our members to help them achieve their financial goals and dreams. The Universal Banker makes superior service a top priority and strives to make decisions that best serve the members while balancing the needs of the credit union. This role

Bilingual Full Time Teller (Milwaukee Branch Locations) ID 2024 5361 Location City Milwaukee Category Teller FTE 1 Schedule Availability Monday Friday 8 30am 6 15pm & 6 Saturdays per quarter from 8 30am 1 30pm Salary Grade 5 Min USD $18.75/Hr. Mid USD $20.58/Hr. Overview UW Credit Union is growing and continuously looking for bilingual (Spanish / English) top talent, who

No prior banking experience necessary to join this rewarding career! As The Bank of You, North Shore Bank is about helping families thrive, businesses grow and communities flourish. And it's our employees that make the difference. With offices located throughout eastern Wisconsin, we offer a work culture that has been recognized as a Top Workplace eleven times by the Milw

1. Answer the telephone within 3 rings with a smile in his/her voice 2. Follow the phone script/offer to explain specials 3. Take customer menu order 4. Suggestive sell additional menu items 5. Enter order accurately in POS system 6. Repeat order for accuracy 7. Handle customer problems efficiently and in a friendly manner 8. Greet all customers 9. Clean front of house ar

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Manage and develop a portfolio of commercial relationships and ensure re

POSITION SUMMARY Perform routine daily functions in support of Finance Shared Services. Standard responsibilities will be transactional in nature and consist of data entry, account reconciliations, first touch customer contact and resolution. JOB RESPONSIBILITIES First point of contact for inbound and outbound customer calls. Facilitate resolution as needed (process a pay

Perform cash handling transactions on the teller line. Balance cash drawer daily and verifies cash provided from/returned to the vault. Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. Uncover important financial client needs and make recommendations to provide solutions to their unique financial situati

Are you looking to build your career in the finance and banking industry? Summit Credit Union provides an environment for relationship building, collaboration, and resources for professional growth. In addition, get the day off on your birthday AND experience working for a top work place as voted by both Madison Magazine and the Wisconsin State Journal. We are currently s

Credit Analyst ID 2024 2510 Category Accounting/Finance Division Corporate Office Position Overview Are you ready to join a team where spreadsheets and smiles go hand in hand? We're on the hunt for a Credit Analyst who can bring a dash of fun to the financial world. You'll be the maestro of metrics, working closely with our dynamic divisional personnel from coast to coast

As a Customer Services Representative, you will have the opportunity to create a difference in the lives of our customers every single day. As a Customer Service Representative, you will spend time Providing guidance to help customers make decisions about their financial needs. Completing teller transactions including cashing checks, processing deposits, and withdrawals.

The Member Advocate is responsible for providing transactional and information services to credit union members while achieving sales goals. POSITION RESPONSIBILITIES Sales Cross sell financial products or refer members to professionals who can assist them. Meet or exceed specific individual monthly referral goals. Promote and recommend various credit union products such

unlocking global understanding. As a unique, world leading provider of technology enabled language, content, and intellectual property services, we remove the barriers to communication to make global connection possible. Our unrivalled experience and deep understanding of language have been developed over more than 60 years. As we look to shape the future, our ambition is

Job purpose for Lead Teller position This position is a leadership role in the branch that directs the daily administrative and operational functions of the teller area, including dotted line supervision of the teller staff. This includes training staff on operations, remaining updated of the policies and procedures that should be adhered to, makes judgement decisions rel

Treasury Management Specialist Job Locations US WI Monona # of Openings 1 Category Treasury Management Overview We are seeking a detailed and client oriented professional to join our team as a Treasury Management Specialist ! The Treasury Management Specialist will provide sales and administrative assistance to the Treasury Management and Business Banking Sales teams and