Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recomm

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

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

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 Milwaukee Journal Sentinel. As a mutual company, North Shore Bank isn't p

At Landmark Credit Union, we succeed by putting people first and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your uniqu

The CSR is responsible for processing customer menu orders via the telephone. Job Responsibilities 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 custom

Genesis10 is currently seeking a Trust Fund Valuation Specialist for a 6 month contract position working with a bank in Green Bay, WI. This position will work onsite in the office in Green Bay, WI. Job Description Under limited supervision, calculate the net asset value of the Trust Company's Collective and Unitized funds daily and Common funds weekly and at month end. Re

As a Customer Service Representative, you will have the opportunity to create a difference in the lives of our customers every single day. You will be responsible for completing account transactions, offering appropriate bank products and services, opening new accounts, as well as providing guidance to help customers make decisions about their financial needs. Skills & At

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 Milwaukee Journal Sentinel. As a mutual company, North Shore Bank isn't p

Provides legal advice and counsel to management, including direct interaction with senior executives, in areas of legal specialization and in general legal matters to assist in addressing a wide range of legal and business issues. Represents the Company, or selects and supervises outside counsel in the representation of the Company, in contested matters arising in courts,

Summit Credit Union is looking for a Small Business Administration (SBA) Loan Specialist to join our team! If you're looking for a company that values innovation, unparalleled growth potential, and you enjoy making a real impact by supporting small businesses, this role is for you! The ideal candidate will have experience working with business managers, SBA underwriting t

As a Commercial Loan Officer, you will be responsible for developing new business, retaining a portfolio of profitable lending relationships, and negotiating loan structures and documentation. You will also identify business opportunities, develop an existing customer base, and initiate new client relationships of moderate revenue potential and complexity to meet your pro

At Landmark Credit Union, we succeed by putting people first and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your uniqu

Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas Large Business and International Director Enterprise Activities The following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are s

We are currently seeking a Universal Banker to work out of our Weston branch. 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 is responsi