Financial Services Specialist
6 days ago
We are seeking a highly motivated Financial Services Specialist to join our team at Associated Bank. As a key member of our Private Wealth group, you will be responsible for providing financial expertise on our products and services to high net worth clients. This will involve working closely with sales or relationship management team members in other business lines to develop relationships and ensure retention of total client assets and net growth in relationships for high net worth clients.
In this role, you will assist in building loans, deposits, fee income, overall asset growth and financial planning. You will act as a portal across the bank, bringing together the right resources, providing convenience to clients, and providing organisation-wide tailored solutions to clients.
The successful candidate will have a strong understanding of banking trends and conditions, as well as the ability to provide financial advice and counsel to clients and prospective clients. They will also be responsible for growing assets under management by developing new business through proactive sales efforts with both existing clients and new customers. The ideal candidate will have a proven track record of success in sales and business development, with a strong focus on complex client relationships and advanced credit skills.
Work Environment
We strive to create a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We offer a comprehensive benefits package that includes competitive salaries, professional development opportunities, bonus benefits, and more. We are an equal opportunity employer committed to creating a diverse workforce. Estimated salary: $60,000 - $80,000 per annum.
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Financial Service Specialist
4 days ago
Appleton, Wisconsin, United States Prospera Credit Union Full timeJoin Our TeamWe are looking for a highly motivated and detail-oriented individual to join our team as a Financial Service Specialist. In this role, you will be responsible for providing personalized service to our members, processing financial transactions, and identifying opportunities to promote our products and services.The ideal candidate will have a...
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Consumer Loan Processor Specialist
4 weeks ago
Appleton, Wisconsin, United States Wings Financial Credit Union Full timeAbout UsWings Financial Credit Union is a member-owned financial institution dedicated to providing exceptional service and support to our members.Job SummaryWe are seeking a highly organized and detail-oriented Consumer Loan Processor Specialist to join our team. This role will be responsible for preparing and processing consumer loans, including investment...
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Financial Operations Specialist
4 weeks ago
Appleton, Wisconsin, United States Nesco Resource Full timeNesco Resource is seeking a dedicated professional to fill the role of Financial Operations Specialist in our Appleton, WI location. This is a full-time, onsite position with a salary range of $55,000-$65,000 per annum.As a Financial Operations Specialist, you will be responsible for providing essential accounting and finance services to support our...
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Outside Sales Specialist
1 week ago
Appleton, Wisconsin, United States Arrow Financial Business Group Full timeJob OverviewArrow Financial Business Group is seeking an Outside Sales Specialist to join our dynamic sales team. As an Outside Sales Specialist, you will be responsible for building relationships with small and medium-sized businesses across various industries, identifying new sales opportunities, and driving revenue growth.About the Role:You will be...
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Member Service Representative
4 weeks ago
Appleton, Wisconsin, United States Prospera Credit Union Full timeCompany OverviewProspera Credit Union is a member-owned financial institution serving the Fox Valley area, offering competitive compensation and an excellent benefits package. We are dedicated to providing personal, tailored financial guidance to each of our members.SalaryWe offer a competitive salary of $45,000 per year, commensurate with experience, plus a...
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Customer Service Representative
4 days ago
Appleton, Wisconsin, United States Wings Financial Credit Union Full timeAt Wings Financial Credit Union, we are seeking a skilled Relationship Banking Specialist II to join our team. As a key member of our banking staff, you will play a vital role in providing exceptional customer service and driving business growth.About the RoleThis is an exciting opportunity for a seasoned banking professional to take on a challenging and...
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Financial Services Associate
3 days ago
Appleton, Wisconsin, United States CoVantage Credit Union Full timeAbout Us">At CoVantage Credit Union, we pride ourselves on being more than just a financial institution - we are a community built on trust, integrity, and a commitment to providing exceptional member experiences. Our mission revolves around empowering our members to achieve their financial goals, while also fostering growth and prosperity in the...
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Financial Service Representative
4 days ago
Appleton, Wisconsin, United States Prospera Credit Union Full timeAre you looking for a challenging and rewarding career opportunity? Look no further than the Financial Service Representative role at Prospera Credit Union! With a starting salary of $17.00 per hour and a range of benefits, including health, dental, vision, and 401(k) retirement plan with a 5% matching contribution, this position offers exceptional...
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Financial Services Representative
4 days ago
Appleton, Wisconsin, United States Byrider Full timeResponsibilities and RequirementsAs a Consumer Finance Specialist, your primary responsibilities will include collections account management, assisting with lending/credit origination, ensuring branch compliance, and providing exceptional customer service.You will work closely with consumer finance software and participate in ongoing training classes to...
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Family Services Specialist
4 days ago
Appleton, Wisconsin, United States Family Services of Northeast Wisconsin Inc. Full timeJob OverviewFamilies in need of support and guidance can rely on Family Services of Northeast Wisconsin Inc. to provide a safe and nurturing environment.This is an exciting opportunity to join our team as a Youth and Family Specialist, working with at-risk youth and families in Outagamie County.
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Business Development Specialist
4 weeks ago
Appleton, Wisconsin, United States NABCO Entrances, Inc. Full timeJob SummaryWe are seeking a highly motivated Business Development Specialist to join our team at NABCO Entrances, Inc. as an Outside Sales Representative. This role involves maximizing market share and revenue by selling products and servicing customers in support of the organization's financial, marketing, and production goals.
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Family Services Visitation Support Specialist
4 weeks ago
Appleton, Wisconsin, United States Family Services (MD) Full timeCompany Overview: Family Services (MD) is a non-profit organization dedicated to protecting, healing, and caring for children and families throughout Northeast Wisconsin. We are committed to ensuring the well-being and safety of vulnerable individuals.Salary: $35,000 - $45,000 per year (estimated), based on industry standards and location.Job Description:...
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Customer Service Specialist
3 days ago
Appleton, Wisconsin, United States Qualified Staffing Full timeJob Title: Customer Service SpecialistDescription: We are seeking a skilled Customer Service Specialist to join our team at Qualified Staffing. As a key member of our customer-facing staff, you will be responsible for engaging with clients via phone, email, or chat to provide assistance and resolve their queries promptly and efficiently.About the...
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Financial Services Representative
4 weeks ago
Appleton, Wisconsin, United States Nicolet National Bank Full timeJob Description:Nicolet National Bank is committed to serving our customers with excellence, and we are seeking a part-time Financial Services Representative to join our team.Key Responsibilities:Interact with customers to complete transactions, resolve problems, and cross-sell Nicolet products and services.Promote business for Nicolet by maintaining a high...
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Medical Customer Service Representative
2 weeks ago
Appleton, Wisconsin, United States Biolife Plasma Services Full timeAbout the RoleAt BioLife Plasma Services, we are committed to providing exceptional customer service and ensuring the quality of our plasma products. As a Medical Customer Service and Quality Assurance Specialist, you will play a critical role in maintaining the high standards of our operations.You will be responsible for greeting and interacting with...
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Senior Caregiver Specialist
4 weeks ago
Appleton, Wisconsin, United States Ascension Full timeAt Ascension Medical Group, we are dedicated to providing exceptional care and support to our patients in a warm and welcoming environment.We are seeking a compassionate and skilled Senior Caregiver Specialist to join our team at our beautiful community located at 1531 Madison St. As part of Ascension Living, our senior living provider with over 10,000...
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Relationship Banking Professional
4 days ago
Appleton, Wisconsin, United States Wings Financial Credit Union Full timeWe are seeking a highly motivated and experienced Relationship Banking Specialist II to join our team at Wings Financial Credit Union. As a key member of our banking staff, you will have the opportunity to work with a dynamic team and make a real impact in the lives of our members.About the Job DescriptionThe ideal candidate will have a minimum of 2 years of...
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Loan Officer Specialist
2 weeks ago
Appleton, Wisconsin, United States Integrity Mortgage Group Full timeAbout the JobWe are looking for a skilled Loan Officer Specialist to join our growing mortgage banking team. As a Junior Mortgage Loan Officer, you will be responsible for communicating with potential loan applicants, providing information about home loan products, and creating personal relationships.The successful candidate will have excellent sales,...
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Financial Accounting Professional
4 days ago
Appleton, Wisconsin, United States Heid Music Company Full timeJob Title:Financial Accounting ManagerCompany Overview:We are Heid Music, a music retailer providing solutions to foster happy and developing musicians. We offer an ensemble of people working together to provide BRAVO service for the love of music.Salary:$80,000 per year based on qualifications and experience.Job Description:The Financial Accounting Manager...
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Financial Wellness Coach
3 weeks ago
Appleton, Wisconsin, United States TEKsystems Full timeWe are seeking a skilled Financial Wellness Coach to join our team at TEKsystems. In this role, you will work with individuals from diverse backgrounds to share essential money management lessons and promote healthy financial habits.The ideal candidate will have a strong background in financial services, planning, or a related field, as well as excellent...