Top 61 Financial solutions specialist Jobs in Beloit Wi

Retail Training Specialist
BANK FIRST —Beloit, WI
- Customer service
- Office
- Travel
- Opportunities for advancement
Quick Apply
Bilingual Multi-Location Customer Service Specialist (Spanish)
Sherwin-Williams —Janesville, WI
- From $18.02 an hour
- Weekends as needed
- 18 years or older
- Merchandising
- High school diploma or GED
1d
Bilingual Branch Wholesale Product Specialist (Spanish)
Sherwin-Williams —Rockford, IL
- From $17.50 an hour
- Online Application
- Spanish
- Merchandising
- Cleaning
1d
Financial Solutions Specialist
Advia Credit Union —Janesville, WI
- $20.48 - $24.57 an hour
- Full-time
- Office
- Entry level
- Paid parental leave
- Paid holidays
Quick Apply
Account Specialist
Valmet Inc. —Beloit, WI
- Full-time
- Background check
- Pass drug screening
- Mid-level
- 401(k) matching
7d
Manager of Coding
Mercy Health System Corporation —Janesville, WI
- $77,582.27 - $124,131.64 a year
- Full-time
- 7 years
- Bachelor's degree
- Business Administration
- Paid parental leave
- Health savings account
Quick Apply
Billing Support Specialist
SASid, Inc. —Janesville, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
- Commuter assistance
- Paid parental leave
Operations Specialist, Tax & Consulting
Savant Wealth Management —Rockford, IL
- $50,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- AD&D insurance
4d
Associate Banker
BMO Financial Group —Beloit, WI
- $41,714 - $50,000 a year
- Full-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
6d
Accounts Payable Specialist
PROFESSIONAL POWER PRODUCTS INC —Darien, WI
- $25 - $30 an hour
- Computer literacy
- Mid-level
- Office
- AD&D insurance
- Disability insurance
Quick Apply
5d
Retail Product & Pricing Specialist
Hy-Vee Inc —Janesville, WI
- Full-time
- Merchandising
- Sanitation
- Pass drug screening
5d
Assembler I
IMI Plc - Legacy Precision —Machesney Park, IL
- From $19 an hour
- Full-time
- Computer literacy
- High school diploma or GED
- Computer skills
- Health savings account
- Employee stock purchase plan
Retail Sales Specialist - Verizon
Best Buy —Rockford, IL
- $15.00 - $19.22 an hour
- Part-time
- 18 years or older
- Customer service
- Merchandising
- Paid time off
- Employee discount
Foster Care Case Aide
brightpoint.org —Rockford, IL
- $16.20 an hour
- Full-time
- Hybrid work
- Bilingual
- Office
- High school diploma or GED
- Paid holidays
- Dental insurance
Plant Manager
Mobius Renewables —Rockford, IL
- Full-time
- 7 years
- Heavy equipment operation
- Office
Quick Apply
Tax Strategy Advisor
Savant —Rockford, IL
- $100,000 - $135,000 a year
- Full-time
- Microsoft Excel
- 6 years
- Microsoft Outlook
- Health savings account
- AD&D insurance
11d
Senior Generation System Specialist
Alliant Energy —Beloit, WI
- Full-time
- Background check
- Pass drug screening
- 8 years
- Health insurance
- Tuition reimbursement
11d
Machinist I
IMI Plc - Legacy Precision —Machesney Park, IL
- $19 - $21 an hour
- Full-time
- Basic math
- High school diploma or GED
- Entry level
- Health savings account
- Employee stock purchase plan
Peer Support Specialist - 2nd Shift
Rosecrance Inc. —Rockford, IL
- $18.43 an hour
- Full-time
- Outpatient experience
- High school diploma or GED
- Driver's License
- Wellness program
- AD&D insurance
Quick Apply
Center Manager - (Rockford)
European Wax Center —Rockford, IL
- $24 - $28 an hour
- Weekends as needed
- Mid-level
- Cash register
- Ability to lift 50 pounds
- Paid holidays
- Health insurance
Quick Apply

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financial solutions specialist jobs near beloit wi

Retail Training Specialist

BANK FIRST -
Beloit, WI

Quick Apply

Job Details

Benefits

Opportunities for advancement

Qualifications

Customer service
Managing projects
Guest services

Full Job Description

Why Work at Bank First

At Bank First, we’re not just a bank—we’re a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, and recognized by American Banker as one of the “Best Banks to Work For”. We combine professional excellence with a culture that truly values people. When you join Bank First, you’re joining a team that invests in your growth, supports your well-being, and celebrates your contributions.

Why You’ll Love Working Here

Imagine a workplace where:

Your career growth is supported through training, mentoring, and advancement opportunities
Flexibility allows you to balance work and life without compromise
Your contributions directly impact guests and communities you care about
You’re part of a culture built on respect, collaboration, and empowerment

At Bank First, you don’t just fill a role—you make a difference. Every interaction matters, and every team member helps shape the experience our guests love.

About the Role: Retail Training Specialist

This position will be responsible for training efforts, with an emphasis on retail Teller/Customer Service Representative (CSR) training. They will ensure that we consistently execute exceptional customer service, as well as following proper teller and/or CSR procedures. Travel is required to support the branches and their training needs. This role will be accountable to the Retail Training Officer. This position will support offices in including but not limited to: Clinton, Darien, Delavan, Janesville, Walworth, Winnebago, Roscoe, Rockton.

Key Responsibilities

Develop and facilitate training programs for Frontline employees, with a specific emphasis on teller/CSR roles and the GUEST experience.
Design training materials, presentations, and job aids, to ensure engaging and effective learning experiences.
Stay updated on industry regulations, banking policies/procedures, products/services, and systems/applications to incorporate relevant information into training materials.
Assess the effectiveness of training through feedback, evaluations, and performance, making any adjustments as needed.
Will assist with retail training required for mergers and acquisitions.
Be the Teller/CSR advocate and resource and an active participant in the front-line hotline and email center.
Adhere to the company's Code of Ethics.
Other duties as assigned.

#INDBF

Competencies

Honesty, Integrity and Ethics – honesty and integrity is the ability to act in a fair and just manner, free from deception; ethics is the ability to be guided by the company’s accepted principles of moral conduct
Accountability – the extent to which an individual is willing to accept responsibility
Adaptability – the extent to which an individual can fit into a changing working environment.
Decision Making – the ability to select an effective course of action while controlling resources and expenditures
Interpersonal / Customer Oriented – the ability to develop and maintain relationships with others. The desire to serve both external and internal clients by focusing effort on meeting the client’s needs, understanding their concerns and seeking to build trust
Self Motivated - the ability to reach a goal or perform a task with little supervision or direction
Initiative - to act and take steps to solve or settle an issue
Vision - sees beyond the present, anticipates future results, and is able to verbalize the vision and lead a work group in that direction
Innovative - the ability to go beyond conventional, a willingness to try new ideas and to encourage new ideas from others
Coaching and Development - the ability to provide guidance and feedback to help others strengthen specific knowledge and skills
Feedback - provides timely, factual information to others about the impact and outcomes associated with their actions and performance
Leadership - the ability to motivate and guide others to ensure performance in accordance with clear expectations and goals; comfortable making decisions
Consulting - gives expert advise; is a knowledgeable resource
Energetic / Enthusiastic - able to create a sense of excitement
Planning - able to develop a path to a desired outcome including sequence, feedback points, and time estimates
Presentation skills - the ability to effectively present information to a group
Oral Communication - able to communicate with clarity in order to understand others' message and intent, and received and processes feedback
Written Communication - able to write concise, clear letters, report, articles or emails
Problem Solving - the ability to recognize courses of action which can be taken to handle problems or potential problems, and apply contingency plans to solve those problems

Skills/Knowledge/Abilities

A minimum of one year of teller/CSR experience required
A solid understanding of bank products and services
Strong oral and written communication skills
Proven project management experience (with limited supervision) required
Strong time management skills required

About Bank First

Headquartered in Manitowoc, Wisconsin, Bank First serves communities across Wisconsin and the Illinois Stateline region. Our growth is built on relationship-based banking—getting to know our guests personally and helping them create lasting value.

Our Culture & Vision

We foster curiosity, creativity, and responsiveness while embracing individual differences. Employees are empowered with tools to succeed and supported in their careers. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike.

Our Values

Relationship Based | Community Focused | Innovative Solutions | Value Driven

Join Bank First and build a career where your contributions matter, your growth is supported, and your work makes a difference every single day.

Quick Apply

Refine Your Search

financial solutions specialist jobs in beloit wi

Retail Training Specialist

Bilingual Multi-Location Customer Service Specialist (Spanish)

Bilingual Branch Wholesale Product Specialist (Spanish)

Financial Solutions Specialist

Account Specialist

Manager of Coding

Billing Support Specialist

Operations Specialist, Tax & Consulting

Associate Banker

Accounts Payable Specialist

Retail Product & Pricing Specialist

Assembler I

Retail Sales Specialist - Verizon

Foster Care Case Aide

Plant Manager

Tax Strategy Advisor

Senior Generation System Specialist

Machinist I

Peer Support Specialist - 2nd Shift

Center Manager - (Rockford)

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