Top 476 Account specialist Jobs in Kenosha, Wi

Financial Solutions Specialist
Advia Credit Union —Kenosha, WI
- $20.48 - $24.57 an hour
- Full-time
- Office
- Entry level
- Paid parental leave
- Paid holidays
Quick Apply
Accounts Payable Specialist
Ivanhoe Industries Inc. —Zion, IL
- $22 - $40 an hour
- Part-time
- Microsoft Excel
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Industrial Sales Specialist
Cornell Pump Company LLC —Mount Pleasant, WI
- $35 - $40 an hour
- Full-time
- Hybrid work
- Ability to walk for extended periods
- Engineering
- ERP systems
- Health savings account
- AD&D insurance
Quick Apply
Account Manager (Southern Wisconsin)
NXC Imaging —Wisconsin
- $40,000 a year
- Full-time
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
Quick Apply
12d
Major Gift Officer
University of Saint Mary of the Lake —Mundelein, IL
- $76,000 - $100,000 a year
- Full-time
- Microsoft Outlook
- Office
- Project management
- Health savings account
- Health insurance
Quick Apply
Rotating Equipment Technical Sales Specialist - Northern Illinois
Superior Industrial Equipment —Waukegan, IL
- From $100,000 a year
- Full-time
- Sales
- Mid-level
- 3 years
- Health savings account
- Disability insurance
Quick Apply
Account Representative
TS Food Packaging —Burlington, WI
- $50,000 - $65,000 a year
- Full-time
- ERP systems
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Key Account Manager
Uline —Pleasant Prairie, WI
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Health insurance
Account Manager
Arvato —Pleasant Prairie, WI
- Online Application
- Mid-level
- 3 years
- Bachelor's degree
- Commuter assistance
- Paid holidays
Quick Apply
Agency Development Manager (1099 B2B Sales, Uncapped Commissions)
Keystone Strategy Partners —Libertyville, IL
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Mid-level
- Mentoring
- Recruiting
- Disability insurance
- Dental insurance
Quick Apply
Sales Account Representative
Uline —Oak Creek, WI
- Full-time
- Pass drug screening
- Driver's License
- Bachelor's degree
- Mileage reimbursement
- Paid holidays
Sales Representative
Grand Staffing Agency, LLC. —Waukegan, IL
- $40,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
1d
Tree Service Sales Representative
Rausch Tree and Outdoor Services —Burlington, WI
- $60,000 - $140,000 a year
- Full-time
- Background check
- English
- Residential
- Paid training
- 401(k)
Quick Apply
Supply Chain Services Site Coordinator
Vallen Distribution, Inc —Waukegan, IL
- $25.50 - $27.50 an hour
- Marketing
- Mid-level
- Office
Quick Apply
Inside Sales
LDV, Inc. —Burlington, WI
- Full-time
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Quick Apply
Reconstruction Sales
Paul Davis Restoration of Southeast WI & Northern IL —Waukegan, IL
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Licensed Allstate CSR / Onboarding Specialist
Brent Jablonski Agency —Fox Lake, IL
- $40,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- 1 year
- Health insurance
- Paid time off
Quick Apply
5d
Dealer Support Coordinator I
Bath Concepts —Libertyville, IL
- $22 - $23 an hour
- Full-time
- Computer literacy
- Research
- Mid-level
Quick Apply
10d
Sold $2M in a Year? Wisconsin Is Open
Corrective Asphalt Materials, LLC —Wisconsin
- $100,000 - $200,000 a year
- Email
- Remote
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Rental Manager & Parts/Service Support Specialist
Bobcat Plus INC —Kenosha, WI
- $50,000 - $70,000 a year
- Full-time
- Management
- Dealership
- Mid-level
- Paid training
- Health savings account
Quick Apply

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account specialist jobs near kenosha, wi

Financial Solutions Specialist

Advia Credit Union -
Kenosha, WI

Quick Apply

Job Details

Full-time
$20.48 - $24.57 an hour

Benefits

Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Opening bank accounts
Foreign language proficiency
Commercial banking expertise
Customer relationship building
Interviewing clients
Opportunity Management
Promoting bank products
Account development
Managing clients in a finance role
Customer engagement
Customer relationship management
Needs-based selling
Lead Tracking
Sales pipeline management
Assisting with digital banking services
Customer support for financial loans
Account management
Customer interaction during outreach
Home equity loans
Sales follow-up
Entry level
Client interaction via phone calls
Financial education

Full Job Description

Employment Type: Full-Time, On-site #LI-ONSITE

Entry Salary Range: $20.48-$24.57 per hour with an incentive opportunity based on individual performance.

Comprehensive Benefits Package

We’re committed to supporting your well-being and work-life balance through a robust benefits offering:

Health & Wellness

Medical, dental, and vision insurance to keep you and your family healthy.

Financial Peace of Mind

401(k) with company match, life insurance, and disability coverage.

Time Off

Generous paid time off (PTO), paid holidays, and paid parental leave*.

Professional Growth

Learning and development programs, plus tuition reimbursement* to support your career journey.

Additional Perks

Free Telemedicine
Employee Assistance Program (EAP)
Wellness initiatives
Paid Community Action Volunteer Hours
Parental Leave and Tuition Reimbursement are available after one year of service.

Advia offers a bilingual premium for this role. This premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency.

What you should know about the role:

The most essential function of this position is to proactively identify financial solutions for our members by Interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience and/or give the member peace of mind. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core.

What to know about Advia:

Advia is a fast-growing Credit Union. We are in the top 3% of credit unions in the United States and serve almost 200,000 members with assets over $3 Billion. We are deeply rooted in the communities we serve and have a passion for placing our members needs above all else. Our culture can only be described as “work hard, play hard.”

Why you should work for us:

Financial Solutions Specialists enjoy the ability to earn more than your base pay through our weekly incentive program.

As a team member of Advia, you can expect regular and constructive guidance, development opportunities, great benefits including affordable medical/dental/vision insurance, 401k match, and generous PTO. You will also enjoy paid holidays and every Sunday off. You will work with a dedicated team and engaged leaders.

We are committed to Equal Employment Opportunity and are a proud Veteran & Military Friendly Employer. We would encourage you to come live the Advia life!

What you can expect to do as a Financial Solutions Specialist:

Interview existing and potential members in person and by phone and explains specific services, products, and policies. Identify members’ needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards. This includes outbound call expectations pertaining to CRM and other call list leads.
Counsel members regarding money management and financial matters. Including communicating loan denials, explaining decisions, and providing direction for future consideration.
Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending.
Build and maintain a book of business to help improve present, past, and future member relationships. Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being.
Perform new account functions, explain various account and ownership options, and obtain the required information and documentation.
Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process.
Ensure that the Credit Union’s quality and professional reputation is projected and maintained. Stays informed regarding policy and procedure updates as well as local and national banking and lending trends.

What you will need:

Experience working in an environment with individual and team goals preferred.

Strong interpersonal skills. Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization.

Want to see more?

Check us out on our social media for an inside look at what the #advialife is all about.

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Refine Your Search

account specialist jobs in kenosha, wi

Financial Solutions Specialist

Accounts Payable Specialist

Industrial Sales Specialist

Account Manager (Southern Wisconsin)

Major Gift Officer

Rotating Equipment Technical Sales Specialist - Northern Illinois

Account Representative

Key Account Manager

Account Manager

Agency Development Manager (1099 B2B Sales, Uncapped Commissions)

Sales Account Representative

Sales Representative

Tree Service Sales Representative

Supply Chain Services Site Coordinator

Inside Sales

Reconstruction Sales

Licensed Allstate CSR / Onboarding Specialist

Dealer Support Coordinator I

Sold $2M in a Year? Wisconsin Is Open

Rental Manager & Parts/Service Support Specialist

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