Financial Services Specialist

5 days ago


Milwaukee, Wisconsin, United States Wintrust Financial Full time

About Us:

At Wintrust Financial Corporation, we pride ourselves on being a leader in community banking. With over 200 retail banking locations across 16 community bank subsidiaries, we offer a wide range of financial services to individuals and businesses.

Your Role:

As a Relationship Banker, you will play a critical role in helping our customers achieve their financial goals. You will work closely with our team to understand our customers' needs and provide them with tailored solutions.

Salary Range:

$65,000 - $85,000 per year, depending on experience.

Responsibilities:

  • Build relationships with customers and identify their financial needs
  • Work with business partners to connect customers to experts who can help with specialized needs
  • Operate a teller drawer and serve customers in the lobby or drive-up
  • Assist customers with opening accounts, performing account maintenance, and digital products
  • Identify potential fraud and other risks
  • Support the community and participate in bank events

Requirements:

  • 1-3 years of experience in a customer-facing role
  • High School Degree or equivalent
  • Intermediate computer skills

What We Offer:

  • Competitive salary and annual bonus
  • A comprehensive benefits package, including medical insurance, dental vision, life insurance, and more
  • A supportive and inclusive work environment


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    Wintrust Financial is a dynamic and growing company that offers a unique blend of traditional banking services and innovative financial solutions. As a Financial Services Professional, you'll have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional service to our customers.About the Role:In this role,...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    Job DescriptionAs a Relationship Banker at Wintrust Financial, you will be responsible for building and maintaining strong relationships with customers, providing them with personalized financial solutions tailored to their needs. This role requires excellent communication and interpersonal skills, as well as the ability to identify customer financial needs...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    Wintrust Financial is a leading financial holding company with approximately $50 billion in assets under management. We operate 15 community bank subsidiaries with over 170 banking locations in the Chicago and southern Wisconsin market areas.About the JobThis Assistant Branch Manager position plays a critical role in driving financial results and delivering...


  • Milwaukee, Wisconsin, United States Mosaic Financial Partners Full time

    About the RoleWe are seeking a highly skilled and organized Financial Services Coordinator to join our team at Mosaic Financial Partners.As a key member of our operations team, you will play a vital role in supporting the daily activities of our financial advisors and ensuring the smooth delivery of our services to clients.Job ResponsibilitiesPrepare and...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    As a customer service representative at Wintrust Financial, you will be responsible for delivering exceptional banking experiences to our clients. We are seeking a motivated and detail-oriented individual to join our team as a Teller.About UsWintrust Financial is a leading financial holding company with a strong presence in the Chicago area. Our company...


  • Milwaukee, Wisconsin, United States Meron Financial Agency Full time

    Company OverviewMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals.We offer a client-centric approach, cutting-edge technology, and a supportive team environment to help our agents succeed.


  • Milwaukee, Wisconsin, United States Mosaic Financial Partners Full time

    Job OverviewMosaic Financial Partners is seeking a highly motivated and detail-oriented Investment Operations Associate to join our team. This role plays a vital part in supporting the growth of our investment portfolio.Salary$60,000 - $80,000 per year, depending on experienceKey Responsibilities:Prepare and process paperwork for new and existing investment...


  • Milwaukee, Wisconsin, United States Wisconsin Community Services Full time

    At Wisconsin Community Services, we are seeking an experienced Accounting Specialist to join our team. As a key member of our accounting department, you will be responsible for performing advanced and complex financial analyses, preparing financial reports, and maintaining the general ledger.Job Description:We are looking for a highly skilled professional...


  • Milwaukee, Wisconsin, United States CSM Corporation Full time

    Job SummaryA challenging opportunity has arisen for a skilled Financial Reporting Specialist to join our team at CSM Corporation. The successful candidate will be responsible for balancing and closing previous business days, as well as completing daily financial reports.This role requires strong analytical skills, attention to detail, and the ability to work...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    Job OverviewWe are seeking a talented Financial Relationship Professional to join our team at Wintrust Financial. As a key member of our organization, you will play a crucial role in building and maintaining strong relationships with our customers.Salary InformationThe estimated annual salary for this position is between $60,000 and $80,000, depending on...


  • Milwaukee, Wisconsin, United States Swipejobs Full time

    Job DescriptionWe are looking for a Financial Planning Specialist to join our team at Swipejobs.Key Responsibilities:Prepare financial statements and tax returns with accuracy and efficiency.Provide tax planning services, including risk analysis and financial forecasting.Requirements:Bachelor's degree in Accounting or related field.2+ years of experience in...


  • Milwaukee, Wisconsin, United States Wintrust Financial Full time

    About Wintrust FinancialWintrust Financial is a financial holding company with a strong presence in the Chicago area, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. Our unique business model is powered by our talented colleagues who put customers first and achieve better results for clients.Salary RangeThe estimated...


  • Milwaukee, Wisconsin, United States Hinshaw Full time

    Hinshaw & Culbertson LLP, a national law firm, is seeking a highly skilled Financial Reporting Specialist to join its team.We offer a competitive salary of $75,000 - $90,000 per year, depending on experience, as well as a full benefits package and a 35-hour work week.The successful candidate will be responsible for working with the Financial Reporting...


  • Milwaukee, Wisconsin, United States Hire Evolution Consulting Full time

    Job OverviewHire Evolution Consulting is seeking a Financial Data Specialist to join our team in Milwaukee, Wisconsin. The successful candidate will be responsible for performing data entry and financial balancing tasks in a fast-paced environment, ensuring accuracy and compliance with company procedures.Estimated Salary: $40,000 - $55,000 per yearKey...


  • Milwaukee, Wisconsin, United States Staffpros Full time

    Job OverviewWe are seeking a detail-oriented Financial Transaction Specialist to join our team at Staffpros. This role will be responsible for managing the accounts payable function for multiple locations, ensuring accurate and timely completion of financial transactions.About the RoleThe Financial Transaction Specialist will be responsible for:Managing...


  • Milwaukee, Wisconsin, United States Swipejobs Full time

    Job OverviewWe are seeking a highly skilled Financial Operations Specialist to join our team at Swipejobs.


  • Milwaukee, Wisconsin, United States Foxconn-PCE Technology Full time

    Job Summary:We are seeking a highly skilled Financial Operations Specialist to join our team at Foxconn-PCE Technology. In this role, you will be responsible for ensuring the smooth operation of our financial systems and processes.About the Role:This is an exciting opportunity for a motivated and detail-oriented individual to work in a dynamic environment....


  • Milwaukee, Wisconsin, United States Global Channel Management Full time

    About the role of Financial Operations Specialist at Global Channel Management The estimated salary for this position is around $60,000 per year. ​Company Overview:In an exciting opportunity to contribute to a dynamic organization, we are seeking a skilled AP Clerk with 2+ years of experience in financial operations.​Job Description:We are looking for a...


  • Milwaukee, Wisconsin, United States Henrie Agency Full time

    The Henrie Agency is committed to protecting what matters most for our clients. We are seeking a Financial Protection Specialist to join our team, focusing on providing excellent service and support to our clients.Key responsibilities include:Scheduling appointments and meeting with clients virtuallyDeveloping and maintaining relationships with...


  • Milwaukee, Wisconsin, United States Peterson Agency Full time

    About the RoleWe are looking for a highly skilled and dedicated individual to fill the position of Financial Protection Specialist at the Peterson Agency. As a specialist, you will play a key role in helping clients navigate the complexities of life insurance and ensure that they have the right coverage in place.This is a 1099/commission-based position,...