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Banking Finance jobs in Whitefish Bay, WI

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WI Milwaukee - Insurance and Financial Sales Country Financial Milwaukee, WI May 03
COUNTRY Financialy Representative The Opportunity This is not a sales job. This is a sales career. The COUNTRY Financialy Representative career gives you the opportunity to make an impact in the lives of others. Help the people in your community achieve financial security – while building your own level of financial freedom along... more
Financial Advisor Associate Morgan Stanley Wealth Management Thiensville, WI May 13
Financial Advisor Job Responsibilities Complete proprietary training of Finance, Wealth Planning/Investment Strategies and Products Consult clients on investment strategi ... finance leader We are a company where you can leverage your prior experience in banking, sales, marketing, accounting, management, finance and business development... more
Financial Services Representative Prudential Milwaukee, WI May 06
Financial Professional Associate Career Development Program Prudential can give you a strong foundation for moving ahead with your career. Want to learn more? Leave us your contact information and we'll be back in touch quickly to discuss this great opportunity. As a Financial Professional Associate with Prudential, you'll have the... more
Financial Analyst Milwaukee Electric Tool Brookfield, WI May 20
Are you looking to join an organization where Finance is not a support function, but a Business Partner? Looking for a challenge? Do you want to join an organization that is an industry leader in the products they sell? Look no further than Financial Analyst for Milwaukee Electric Tool! We have a culture, drive, and personality like no... more
Entrepreneurial Sales opportunity with a leader in the financial services industry! Principal Financial Group Milwaukee, WI May 15
Do these words describe you...Passionate. Professional. Collaborative. Customer-centric. Community Oriented. Entrepreneurial? The Principal Financial Group is growing and is looking for achievement-driven professionals who want to give and receive more value from their career. As a Financial Representative, you will work with clients to... more
Senior Hyperion Financial Management Business Analyst GE Healthcare Waukesha, WI May 19
As part of the finance systems and reporting team the Sr. Hyperion HFM/FDM Business analyst will provide day-to-day system user support. Essential Responsibilities- This ... FDM import formats, locations for acquisitions * Bachelor's Degree in Accounting, Finance, MIS, or other business discipline * 3 - 7 years relevant work experience *... more
Senior Data Modeler Architect (Banking & Financial Services) Tata Consultancy Services Milwaukee, WI May 07
Additional requirements: 10+ years of proven experience developing data models for Finance and other industries in large scale data warehouse projects, OLAP cubes, ... techniques in high volume environments Knowledge and experience with IBM Banking Data Warehouse, a great plus Expert level knowledge on modeling techniques... more
Investment Banking Analyst Division 10 Personnel Milwaukee, WI May 15
mergers and acquisitions firm headquartered in Milwaukee. This boutique investment banking firm takes pride in attracting highly-talented individuals that can support a ... transaction sizes typically range from $20-200+ million. Unlike other investment banking firms, this firm expects newly-hired bankers to interact considerably with... more
Auto Finance Credit Rep Senior Huntington National Bank Waukesha, WI May 08
Job Description: We are looking for a Auto Finance Credit Rep Senior who will be Following credit policy, structures and underwrites dealer sales commercial loans within ... Job Requirements Basic Qualifications: High School diploma required; Bachelor's degree preferred 3 years of Dealer Sales/Auto Finance commercial lending experience Other... more
Financial Counselor-Fluent in Spanish Greenpath Milwaukee, WI May 20
WHO WE ARE GreenPath Debt Solutions has been providing consumer credit counseling services and personal financial education since 1961. We are a not-for-profit Michigan corporation that offers customized and personalized budgets and financial action plans, bankruptcy counseling and education and housing delinquency, pre-purchase and... more
Personal Banker Bank of Montreal Elm Grove, WI May 20
to assess potential overall banking needs. Identify and sell or refer appropriate banking products based on strategic analysis of customer financial needs after ... customer; refer qualified customer leads to HIS, Mortgage, Business Banking, Private Banking, etc. in order to successfully fulfill One Harris goals. Personal Banker may... more
You can be financially free! Financial Freedom From Home Milwaukee, WI May 13
company. Since we are one of the few ?DEBT FREE? companies and privately owned, the banking system does not determine our success. Our company is one of the few that grew in sales in 2011. Let us explain this in detail how we are building a wonderful business from home. We provide all the training and tools you will need to be... more
Senior Banking Portfolio Manager Symicor Group Milwaukee, WI May 08
The Position One of our clients is seeking an experienced Senior Portfolio Manager at their corporate office in the Milwaukee WI market. This position would supervise and direct Portfolio Managers in all aspect of on-going loan servicing including renewals, customer site visits, and financial reviews. As a working manager you will also... more
Personal Banker (Full Time) - 1220 Theil St. Guaranty Bank Hartford, WI May 18
Ability to calculate basic math and banking figures such as interest, percentages, proportions and the like Strong commitment to customer service! Excellent verbal/written communication, strong negotiation and customer service skills Team oriented, adaptable, coachable, dependable, with a strong work ethic Able to sit, stand, hear and... more
Internal Audit Director - Banking Masonwest Milwaukee, WI May 04
Internal Audit Director - Banking MasonWest is currently seeking an experienced Internal Audit Director for one of our Banking clients. This position is responsible for ... Qualifications ?Minimum 12 years experience in internal audit, multi-functional banking operations, and/or risk management in the Banking industry preferred ?A knowledge... more
Personal Banker II- Muskego Associated Bank Milwaukee, WI May 17
relationships by identifying and matching customer needs throughout Trust, Business Banking, Private Banking and Retail Departments. As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on... more
Customer Service Rep - Collections Specialist (Finance) Security Finance West Bend, WI May 19
Security Finance, a leader in finance, is seeking a Customer Service Representative to join our team. We are one of the largest national leaders in the small loan ... Ensuring compliance with company record keeping procedures Benefits At Security Finance we understand that our past accomplishments and future achievements are... more
Financial Advisor - Insurance & Finance/Banking Sales Consultant Modern Woodmen of America West Bend, WI May 09
If you are a competitive and driven individual who can overcome adversity and build long-term relationships with almost anyone, then join our team at Modern Woodmen of American and play a pivotal role in helping families realize their financial dreams. We are seeking committed Financial Advisors to offer our customers a diverse portfolio... more
Cognos Architect - Informatica w Banking/Financial Interpro Milwaukee, WI May 09
project-based services to clients in the public sector, healthcare, automotive, finance and telecommunications industries. Over this time, Interpro has experienced ... Milwaukee, WI / Greenbay, WI Cognos Architect with ETL Informitica experience. Need a Strong candidate who can join immediately. FINANCE & BANKING Domain is MUST TO... more
Software Test Analyst II (Mobile Banking) Fidelity Information Services Menomonee Falls, WI Apr 23
Job Summary: Creates and maintains the processes of the division's quality program. Also provides consulting for software development or operations processes, quality practices, quality audits and software measurements to product development or operations teams within the division and to clients. GENERAL DUTIES AND RESPONSIBILITIES: *... more
Universal Banker - Capitol Drive ( Brookfield ) BMO Harris Bank Brookfield, WI May 19
KNOWLEDGE AND SKILLS a) Knowledge: Education: - High School education/equivalent or higher Experience: 1 to 2 years banking experience or previous teller or experience in ... ? Strong communication skills ? Deposit/check processing ? Knowledge of Personal Banking products/services, and commercial deposit products ? Strong organizational... more
Mortgage Sales Consultant (Sales/Finance) American Equity Mortgage Milwaukee, WI May 14
Job Description/Responsibilities/Benefits American Equity Mortgage has an exciting opportunity for a Loan Officer to join our dynamic finance team! We are one of the nati ... The ideal Mortgage Sales Consultant will also have: Bachelor's degree, preferably in finance, business, marketing or business equivalent 1 year or more of sales... more
Universal Banker - North Water Location BMO Harris Bank Milwaukee, WI May 17
KNOWLEDGE AND SKILLS a) Knowledge: Education: - High School education/equivalent or higher Experience: 1 to 2 years banking experience or previous teller or experience in ... ? Strong communication skills ? Deposit/check processing ? Knowledge of Personal Banking products/services, and commercial deposit products ? Strong organizational... more
Personal Banker (safe) 1 Wells Fargo Mequon, WI May 11
and referring customers to other areas of the bank. Personal Bankers sell retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers''... more
Business Banker Associated Bank-corp Milwaukee, WI May 17
small business sales processes. 3. Refer business to Consumer Banking, Commercial Banking, Treasury Management and other business partners as appropriate. This ... or requested. JOB SPECIFICATIONS Minimum Education: Bachelors degree in Business, Finance, Accounting or equivalent Minimum Experience: 1 to 3 years small business... more