Banking and Financial Services Relationship Manager
3 weeks ago
Job Summary
We are seeking a Senior Premier Banker to join our team at Wells Fargo Bank. As a key member of our Consumer and Small Business Banking group, you will be responsible for acquiring new affluent consumer and small business customers, and deepening existing relationships.
About This Role
In this role, you will proactively outreach to new customers and deepen existing relationships through pre-planned appointments. You will review and analyze moderately complex customer concerns for possible resolution using discretionary application of applicable resolution protocols. Additionally, you will escalate banking related issues or business risks that require an in-depth evaluation, and advise customers on various aspects of recommended and available financial options and services.
Key Responsibilities
- Proactively acquire new affluent consumer and small business customers, and deepen existing relationships
- Review and analyze moderately complex customer concerns for possible resolution
- Escalate banking related issues or business risks that require an in-depth evaluation
- Advise customers on various aspects of recommended and available financial options and services
- Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
- Identify client needs and goals for business, mortgage, retirement, and investment services
Requirements
- 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 3+ years of experience building and maintaining effective relationships with customers and partners
- Experience recommending products and services
- Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking
Benefits
This is a great opportunity to grow your career and work with a leading financial institution. We offer a competitive salary of $85,000 - $110,000 per year, as well as a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
Why Choose Us
Wells Fargo is a diverse and inclusive company that values its employees and provides opportunities for growth and development. We believe in creating a workplace where everyone feels valued, respected, and empowered to succeed.
-
Affluent Banking Professional
2 weeks ago
Hales Corners, Wisconsin, United States Wells Fargo Bank Full timeAbout the RoleWells Fargo is seeking an experienced and skilled Senior Branch Premier Banker to join our Consumer and Small Business Banking team. As a key member of our branch team, you will play a critical role in building and maintaining relationships with affluent customers, providing them with personalized financial solutions and services.
-
Senior Business Development Manager
1 month ago
Hales Corners, Wisconsin, United States ASSOCIATED BANK NA Full timeJob SummaryAssociated Bank NA is seeking a seasoned professional to manage and develop a portfolio of business banking relationships. The ideal candidate will have a proven track record of driving growth and development in commercial banking, with a strong focus on relationship management and sales.Key ResponsibilitiesManage and develop a portfolio of...
-
Financial Collections Expert
3 weeks ago
Hales Corners, Wisconsin, United States Associated Bank - Corp Full timeJob Title: Financial Collections ExpertWe are seeking a highly skilled and detail-oriented collections specialist to join our team at Associated Bank. As a key member of our collections team, you will be responsible for collecting delinquent loans in a timely manner, providing exceptional customer service, and meeting department goals.Key...
-
Financial Services Professional
20 hours ago
Hales Corners, Wisconsin, United States Mutual of Omaha Full timeCompany OverviewMutual of Omaha is a leading provider of insurance and financial services, committed to helping individuals achieve their long-term goals. Our company values diversity, inclusion, and innovation, making us an ideal place for talented professionals to grow.
-
Premier Banker Career Opportunity
2 weeks ago
Hales Corners, Wisconsin, United States Wells Fargo Bank Full timeAre you looking to advance your banking career?We're seeking a skilled Senior Premier Banker to join our team at Wells Fargo. As a Senior Premier Banker, you will be responsible for proactively acquiring new affluent consumer and small business customers, and deepening existing relationships, through outreach and pre-planned appointments.Key...
-
Bilingual Banking Service Representative
6 days ago
Hales Corners, Wisconsin, United States Associated Banc-Corp Full timeSalary and BenefitsThe estimated annual salary for this role ranges from $56,000 to $93,500, depending on experience and qualifications. In addition to a competitive salary, we offer a range of benefits, including health insurance, retirement savings plans, and paid time off.
-
Collision Repair Center Manager
3 weeks ago
Hales Corners, Wisconsin, United States The Boyd Group Full timeAbout the RoleWe are seeking a seasoned Collision Repair Center Manager to lead our team and deliver exceptional customer experiences. The ideal candidate will have a proven track record in collision repair leadership and be passionate about driving business success.Key ResponsibilitiesDevelop and implement strategies to achieve sales and profit objectives,...
-
Multilingual Customer Experience Specialist
6 days ago
Hales Corners, Wisconsin, United States Associated Banc-Corp Full timeCompany OverviewAssociated Banc-Corp is a leading financial institution that values diversity and inclusivity in its workforce. As a key member of our team, you will have the opportunity to make a meaningful impact while supporting our customers with their banking needs.
-
Collections and Recovery Specialist
3 weeks ago
Hales Corners, Wisconsin, United States Disability Solutions Full timeWe are seeking a highly motivated Collections and Recovery Specialist to join our team at Associated Bank. This role will be responsible for collecting delinquent loans on a timely basis, working with customers to bring accounts current within department policy and procedure.About the RoleAs a Collections and Recovery Specialist, you will be the point of...
-
Executive Restaurant Manager
2 weeks ago
Hales Corners, Wisconsin, United States Taco Bell Full timeRole Overview">We are seeking an experienced Executive Restaurant Manager to join our dynamic team at Pacific Bells, a Taco Bell franchisee. This is a fantastic opportunity for a motivated individual to lead our restaurant operations and drive business growth.">About Us">Pacific Bells operates over 245 restaurants across 8 states and has a strong presence in...
-
Sales Growth Specialist
6 days ago
Hales Corners, Wisconsin, United States Audacy Full time**Overview of the Role**Audacy Milwaukee is seeking a Business Development Manager to join our team in Hales Corner, WI. This role requires a highly motivated individual with excellent sales and marketing skills to drive growth and revenue for our company.As a Business Development Manager, you will be responsible for developing and implementing sales...
-
Account Representative
3 weeks ago
Hales Corners, Wisconsin, United States Audacy Full time**Overview of the Role**Audacy Milwaukee is a leading provider of innovative marketing solutions, offering a 360-degree approach to connecting local businesses with consumers. As an Account Executive, you will leverage your knowledge of the Milwaukee market to develop and grow local sales by securing commitments from top businesses.This exciting opportunity...
-
Promotions Event Coordinator
3 weeks ago
Hales Corners, Wisconsin, United States Audacy Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our Promotions + Experiences team as a Promotions Event Coordinator. This part-time hourly position will play a key role in supporting our marketing efforts and event management in Milwaukee radio stations.Key ResponsibilitiesCoordinate on-site experiences for Audacy...
-
Exterior Vehicle Refinisher
3 weeks ago
Hales Corners, Wisconsin, United States Holz Motors Inc. Full timeWe are seeking a detail-oriented and skilled Exterior Vehicle Refinisher to join our Body Shop Team at Holz Motors Inc., the largest and oldest Chevrolet Dealership in the State.About UsHolz Motors Inc. is a family-owned business that has been proudly serving our community since 1914. With over a century of experience, we've built our reputation on...
-
Chief Nursing Officer for Senior Care Community
3 weeks ago
Hales Corners, Wisconsin, United States Samuel Contract Staffing Full timeOverviewWe are a state-of-the-art senior living and healthcare community that offers individualized care in warm, home-like environments. Our team is dedicated to providing exceptional service to our residents and their families.Job DescriptionAs a Chief Nursing Officer for our senior care community, you will be responsible for the administration and...
-
Spares Logistics Coordinator
3 weeks ago
Hales Corners, Wisconsin, United States Holz Motors Full timeAbout UsHolz Motors is dedicated to delivering exceptional customer experiences and award-winning service. Our commitment to excellence has earned us a reputation as a trusted dealership in the community.Job SummaryWe are seeking a reliable Part Time Spares Logistics Coordinator to join our team. This role involves coordinating deliveries, maintaining the...
-
Retail Associate
6 days ago
Hales Corners, Wisconsin, United States The Kroger Company Full timeWe're seeking a highly motivated and organized Retail Associate - Frozen Foods Lead to join our team at The Kroger Company. In this role, you'll be responsible for effectively communicating with customers, responding to questions and requests, and ensuring the smooth operation of our frozen food department. With a salary range of $42,000 - $52,000 per year,...
-
Lead Nursing Professional
1 week ago
Hales Corners, Wisconsin, United States Samuel Contract Staffing Full timeExciting Career Opportunities at a State-of-the-Art Senior Living and Healthcare CommunityAbout the FacilityWe are a dynamic senior living and healthcare community, committed to providing individualized care in warm, home-like environments. Since our inception in 2018, we have been breaking free from traditional nursing homes to deliver exceptional...
-
Personal Banker
1 month ago
Hales Corners, United States Disability Solutions Full timeAt 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.We invite you to view the opportunity below:Under direct...
-
Senior Premier Banker Hales Corners WI
3 months ago
Hales Corners, United States Wells Fargo Full timeEmployees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed lice Banker, Senior, Relationship, Business, Financial, Banking
-
Teller Supervisor
2 months ago
Hales Corners, United States Disability Solutions Full timeAt 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.We invite you to view the opportunity below.Responsible for...
-
Customer Care Representative
2 months ago
Hales Corners, United States Disability Solutions Full timeAt 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.We're looking for friendly individuals who have a passion...
-
Customer Care Representative
2 weeks ago
Hales Corners, United States Disability Solutions Full timeAt 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.We're looking for friendly individuals who have a passion...
-
Bilingual Customer Care Representative
3 weeks ago
Hales Corners, United States Associated Banc-Corp Full timeAt 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. We're looking for friendly individuals who are Bilingual...
-
Bilingual Customer Care Representative
1 week ago
Hales Corners, United States Associated Banc-Corp Full timeAt 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. We're looking for friendly individuals who are Bilingual...
-
Collections Representative
2 months ago
Hales Corners, United States Disability Solutions Full timeAt 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.Under the direction of the Collections Supervisor, collect...
-
Collections Representative
5 days ago
Hales Corners, United States Disability Solutions Full timeAt 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.Under the direction of the Collections Supervisor, collect...
-
Collections Representative
1 month ago
Hales Corners, United States Associated Bank - Corp Full timeAt 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.Under the direction of the Collections Supervisor, collect...
-
Residential Loan Closer
3 weeks ago
Hales Corners, United States Disability Solutions Full timeAt 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.This Residential Loan Closer will support front-line sales...
-
Residential Loan Processor
2 months ago
Hales Corners, United States Disability Solutions Full timeAt 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.This Residential Loan Processor will support front line...
-
Residential Loan Processor
2 months ago
Hales Corners, United States Associated Banc-Corp Full timeAt 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. This Residential Loan Processor will support front line...
-
Financial Manager
3 weeks ago
Peachtree Corners, Georgia, United States Atlanta Autism Center Full timeJob Description:The Atlanta Autism Center seeks a highly skilled Controller/Bookkeeper to oversee day-to-day financial activities, ensuring accuracy and compliance with regulations. This role includes handling bookkeeping and accounting operations, invoicing, cost centers, and managing accounts payable/receivable functions.Key Responsibilities:Vendor...
-
peachtree corners, United States Creative Financial Staffing Full timeBookkeeper About the Company and Bookkeeper Position: Our client is a leading organization in the banking industry dedicated to enhancing the employee experience through culture, communication, change, leadership, and design looking to add a Bookkeeper to their growing team! Located in the heart of Atlanta 401k match and other great...
-
peachtree corners, United States Creative Financial Staffing Full timeBookkeeper About the Company and Bookkeeper Position: Our client is a leading organization in the banking industry dedicated to enhancing the employee experience through culture, communication, change, leadership, and design looking to add a Bookkeeper to their growing team! Located in the heart of Atlanta 401k match and other great...
-
Grocery Assistant Department Manager
1 month ago
Hales Corners, United States Festival Foods Grocery Store Full timeWhat You'll Do:As a Grocery Assistant Department Manager at Festival Foods, your responsibilities will include: Leadership & Team Development: Lead, support, teach, and reinforce Festival culture, guest service, and performance expectations to all Gr Department Manager, Grocery, Manager, Assistant, Operations, Guest Service
-
Financial Service Specialist
3 weeks ago
Peachtree Corners, Georgia, United States Western & Southern Life Full timeOverviewAt Western & Southern Life, we are seeking a skilled Financial Service Specialist to meet the needs of our middle-income clients. This role involves educating clients, analyzing their financial situations, and recommending tailored solutions to achieve their goals.
-
Entry Level Banking Training Opportunity
2 weeks ago
Peachtree Corners, United States Year Up United Full timeEntry Level Banking Training Opportunity at Year Up United summary: Year Up United offers a one-year intensive training program for young adults, combining in-class skill development with access to internships and personalized mentorship. Participants gain essential professional skills and receive an educational stipend while interning with leading...
-
Construction Operations Coordinator
3 weeks ago
Peachtree Corners, Georgia, United States Staff Financial Group Full timeAbout UsStaff Financial Group is a leading financial services company based in Norcross, GA. We are committed to delivering exceptional results and building long-term relationships with our clients.Job DescriptionJob Summary:We are seeking a highly organized and proactive Project Assistant / Project Support Specialist to join our team. As a key member of our...