Directs and manages department staff goals, and strategies; evaluates and reviews administrative activities to identify workflow efficiencies and provide appropriate training to allow leverage of tools made available to administrative staff. Evaluates and implements new technology which supports the delivery of Wealth products and services. Core business understanding of

The Financial Architect Video Banker (FA) is responsible for building relationships with the Credit Union's membership by offering products and services of Verve utilizing video technology. POSITION RESPONSIBILITIES Lending Responsibilities Understand, educate, and advise members of all products available. Complete application process and all necessary support paperwork w

Partner with Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned territory. Collaborate with the marketing team by cultivating leads and identifying new opportunities with an emphasis on a combination of in person and digital engagement. Present New York Life Investment products

Understanding of and ability to articulate full scope of JFG products and services. Responsible for accurately opening, closing and performing maintenance on accounts within bank operating systems including the administration of the NAICS coding assignments. Proactively assist and train clients on effective use of full breadth of JFG products including on line and mobile

Position Specific Responsibilities Responsible for resolving customer related issues with a favorable outcome. Performs mortgage loan administration duties including answering incoming customer phone calls, responding to customer inquiries, balloon renewal management, processing mortgage payments and payoffs, preparing mortgage payoff statements, mortgage satisfactions an

We are currently seeking a Bilingual Universal Banker to work out of our Black Business Hub location. As a Universal Banker, you get to work with our members to help them achieve their financial goals and dreams. The Universal Banker makes superior service a top priority and strives to make decisions that best serve the members while balancing the needs of the credit unio

The Department of Finance at Marquette University invites applications for a full time, tenure track Assistant Professor position for Fall 2025. Candidates should have a Ph.D., or be close to completing one, in Finance or a related discipline. An ideal candidate will demonstrate potential for publication in high quality journals and have a strong commitment to teaching. D

Do you like working with financial transactions and purchasing policies? Would you like to be a part of an amazing team that works together to process transactions such as payments to individuals (PIRs) and invoices (DPs), purchasing of supplies, etc., using tools such as Shop@UW+ for research, education and outreach projects for Wisconsin and the Great Lakes? Then, this

Want to make a difference at a fast growing organization known across Wisconsin for boosting financial education and wealth across entire communities especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the Summit Financial Advisor we're looking for! In this role, you'll help Summit Credit Union's larg

Do you like working with financial transactions and purchasing policies? Would you like to be a part of an amazing team that works together to process transactions such as payments to individuals (PIRs) and invoices (DPs), purchasing of supplies, etc., using tools such as Shop@UW+ for research, education and outreach projects for Wisconsin and the Great Lakes? Then, this

Want to make a difference at a fast growing organization known across Wisconsin for boosting financial education and wealth across entire communities especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the Summit Financial Advisor we're looking for! In this role, you'll help Summit Credit Union's larg

Job Location Southwest YMCA Greenfield, WI Position Type Part Time   Salary Range $11.00 $13.00 Hourly Description GENERAL FUNCTIONS Under the direction of the Membership Director and in accordance with Association policies, the Member Representative is a subject matter expert on the value of Y memberships and program options. The Member Representative will use their

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwe

Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. Provides in depth consultation and support to advisors on financial planning, sales processes, products and implementation. Identifies and develops best practices, tools, training and resources needed to introduce successful financ

We strive every day to exemplify our CLA values curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else. CLA is dedicated to building a that welcomes differen