Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e

Are you looking for a place that gets work life balance? Port Washington State Bank could be your answer. We’re a group of folks that truly define Midwestern nice. We love the Wisconsin way of life, and together we support our pastimes, traditions and other local favorites with our time and philanthropic efforts. As a 14 time Top Workplace Winner, we’ve slowly

include, but are not limited to Protecting our customers by properly verifying callers before releasing any information or making changes to an account Assisting callers with general questions & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with customer service standards. Requesting account maintenance (

Support one or more high producing Loan Processors and serve as a contact point for all parties including Loan Officer, Borrower, Underwriters and Sales Agents. Gather information needed by Underwriting in order to decision loan applications. Essential Functions/Duties 1 Assist Loan Processors in validating assets and liabilities listed on the loan application by gatherin

The Teller is responsible for accurately and efficiently performing transactions and providing exceptional customer service each and every time. This position expands upon and deepens customer relationships through suggestion of services and products, refers customers across business lines and generates customer conversations to build and maintain long lasting banking rel

Bremer Bank is searching for a top Relationship Manager in Business . In this role you'll work with a collaborative team to source, acquire, and develop new clients along with growing, expanding and maintaining existing relationships. In addition, you will provide credit analysis, loan structure design, risk management, community involvement, and partner services for busi

Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) 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 Withholding, Exchange, and International Individual Compliance (WEIIC), DFO FPP& AEOI and DFO EOS, EOI The following are the duties of this position at t

Under the direction of the Executive Director, and in accordance with Association policies, the Branch Administration Director is responsible for providing support to the Executive Director in the areas of Board relations and communication, fundraising and special events and overall branch staff management. Also directs human resources functions at the branch, including n

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

Are you a financial enthusiast with a passion for precision? Do you thrive in a dynamic environment where every transaction is an opportunity to make someone's day? If you're ready to embark on a career that's all about accuracy, customer service, and making a difference, we want YOU ! Join our team at one of Altra's Wisconsin Offices in West Salem, Onalaska, La Crosse Lo

Receive and process member financial transactions, including deposits, withdrawals and loan payments; transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records. Welcome members and provide routine information concerning services; direct members to appropriate department for specific information and service. Balanc

Job purpose for Community President position The Community President is responsible for branch sales activities and results. The Community President coordinates and manages retail employees, branch operations and activities. In addition, they maintain a leadership role within the bank, branch, and community. Duties and responsibilities for Community President position Wor

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

Mortenson is looking to add a Project Finance Operations (PFO) Manager. This position is based in our Milwaukee, WI office. This individual will be responsible for leading the Project Finance Operations Accountants with the support of Project Finance Operations Supervisors for multiple operating groups, managing relationships with key business stakeholders, and ensuring k

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