Top 66 Entry level finance Jobs in Milwaukee Wi

Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!
WaterStone Bank SSB —Fox Point, WI
- From $19.50 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Wealth Management Trainee (WI)
Bankers Life —West Allis, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Underwriting Specialist- Construction Casualty
Zurich Insurance Company Ltd. —Milwaukee, WI
- $79,600 - $172,300 a year
- Full-time
- Hybrid work
- Sales
- Mid-level
- High school diploma or GED
Financial Representative (Sales Focused) (Training Included!)
Northwestern Mutual —Germantown, WI
- $52,117.19 - $106,893.81 a year
- Full-time
- Sales
- Bachelor of Science
- Mid-level
- Paid training
- Health insurance
Quick Apply
Associate Banker
BMO Financial —Milwaukee, WI
- $41,714 - $50,000 a year
- Part-time
- Spanish
- Inventory management
- English
- Health insurance
- Tuition reimbursement
3d
Finance Analyst
First Business Bank —Brookfield, WI
- Full-time
- Data analysis skills
- Office
- Finance
Financial Representative - Training Provided
Northwestern Mutual - Waukesha —Waukesha, WI
- $75,000 - $100,285 a year
- Full-time
- Hybrid work
- US work authorization
- Fair chance
- Entry level
- Paid training
- Health insurance
Quick Apply
Financial Analyst
Molson Coors Brewing Company —Milwaukee, WI
- $69,800 - $91,600 a year
- Hybrid work
- CPA
- Mid-level
- Office
- Wellness program
- Paid holidays
Associate Banker
BMO Financial —Milwaukee, WI
- $41,714 - $50,000 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
23h
Relationship Banker - Milwaukee, WI
Wintrust Financial Corporation —Milwaukee, WI
- $21 - $28 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- AD&D insurance
- Employee stock purchase plan
Associate Financial Planner
Lakeshore Financial Group —Milwaukee, WI
- $75,000 - $100,000 a year
- Hybrid work
- Computer literacy
- Basic math
- Finance
- Retirement plan
Quick Apply
5d
PAT FIN SRV REP-CUST RECEPTION, PATIENT FINANCIAL SERVICES
Froedtert Health —Menomonee Falls, WI
- Full-time
- Basic math
- Office
- High school diploma or GED
- Continuing education credits
- Disability insurance
Financial Systems Analyst
Fiserv —Milwaukee, WI
- Full-time
- Mid-level
- Office
- Administrative experience
- Paid parental leave
- Employee stock purchase plan
Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program)
Deloitte —Milwaukee, WI
- $51,900 - $95,500 a year
- Full-time
- Research
- Mid-level
- Office
6d
Business Banking Credit Review Specialist 2
U.S. Bank National Association —Brookfield, WI
- $22.50 - $30.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid holidays
- Disability insurance
4d
Investment Risk Analyst
Allspring Global Investments Holdings, LLC —Milwaukee, WI
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Research
Relationship Banker - Elm Grove, WI
Wintrust Financial Corporation —Elm Grove, WI
- $22 - $28 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- AD&D insurance
- Employee stock purchase plan
1d
Associate Banker
BMO Financial Group —Milwaukee, WI
- $41,714 - $50,000 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
1d
Associate
MLG Capital —Brookfield, WI
- Full-time
- Microsoft Outlook
- Sales
- Office
Quick Apply
Financial Advisor – Career Changers Welcome
Northwestern Mutual —Milwaukee, WI
- $71,000 - $255,000 a year
- Full-time
- Hybrid work
- Sales
- Bachelor of Science
- Mid-level
- Paid training
- Health savings account
Quick Apply
12d

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entry level finance jobs near milwaukee wi

Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!

WaterStone Bank SSB -
Fox Point, WI

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Job Details

Full-time
From $19.50 an hour

Benefits

Paid holidays
Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Employee stock ownership plan
Pet insurance

Qualifications

High school diploma or GED

Full Job Description

Starting salary for Universal Banker position is $19.50 an hour and up, depending on experience.

Job Description for Universal Banker position:

Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations.

Duties and responsibilities for Universal Banker position:

Efficiently process customer transactions with a high level of integrity, accuracy and knowledge.
Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs.
Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs.
Accurately open, maintain and close deposit accounts and services.
Answer customer questions and resolve related account issues, including phone and in-person.
Perform service related activities such as on-boarding calls and appropriate follow-up with customers.
Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received.
Maintain knowledge of WSB’s core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts.
Keep abreast of industry trends, standards and external factors that may affect the bank.
Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws
Perform other duties as assigned.

Qualifications for Universal Banker position:

Experience

Required: 1 - 2 years of sales experience

Required: 2-4 years customer service experience
Preferred: 2-4 years of sales and customer service experience in branch banking

Certifications, Licenses, Registration

Required Banker Certification within 6 months of hire/promotion date

Education

Required: High School Diploma or general education degree (GED)
Preferred: Associate’s Degree business or related field

Benefits for Full-Time Position:

Outstanding Medical, Dental, and Vision Insurance
401(k) matching
Employee Stock Ownership Plan
Paid Time off
Paid Holidays
Flexible Spending Account
Pet Insurance
And so much more!

Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

entry level finance jobs in milwaukee wi

Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!

Wealth Management Trainee (WI)

Underwriting Specialist- Construction Casualty

Financial Representative (Sales Focused) (Training Included!)

Associate Banker

Finance Analyst

Financial Representative - Training Provided

Financial Analyst

Associate Banker

Relationship Banker - Milwaukee, WI

Associate Financial Planner

PAT FIN SRV REP-CUST RECEPTION, PATIENT FINANCIAL SERVICES

Financial Systems Analyst

Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program)

Business Banking Credit Review Specialist 2

Investment Risk Analyst

Relationship Banker - Elm Grove, WI

Associate Banker

Associate

Financial Advisor – Career Changers Welcome

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