Top 62 Entry level financial services 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
Financial Advisor - Career Changers Encouraged to Apply!
Northwestern Mutual - Mequon —Mequon, WI
- $60,000 - $250,000 a year
- Full-time
- Background check
- No experience needed
- Office
- Paid training
- Health savings account
Quick Apply
Wealth Management Trainee (WI)
Bankers Life —West Allis, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Entry Level – Financial Advisor
Equitable Advisors —Milwaukee, WI
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Relationship Banker (Entry Level)
Johnson Financial Group —Milwaukee, WI
- Full-time
- Office
- High school diploma or GED
- Communication skills
- Profit sharing
- Tuition reimbursement
Associate Banker
BMO Financial Group —Milwaukee, WI
- $41,714 - $50,000 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Entry Level - Financial Advisor
Equitable Advisors —Milwaukee, WI
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
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
Financial Solutions Advisor Registration Candidate - Milwaukee Market
Bank of America —Oak Creek, WI
- Full-time
- Background check
- Customer service
- Mid-level
Financial Service Representative
Attain Finance —Greenfield, WI
- $16.75 - $23.25 an hour
- Full-time
- No experience needed
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
4d
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
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
Personal Banker: Milwaukee Area Branches
UW Credit Union —Glendale, WI
- From $25.20 an hour
- Full-time
- Mid-level
- Office
- Mentoring
- Paid holidays
- Health insurance
9d
Universal Banker Floater
Bank Five Nine —Glendale, WI
- Full-time
- Computer literacy
- Office
- Windows
Quick Apply
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
Bilingual Financial Service Representative
Attain Finance —Oak Creek, WI
- $16.75 - $23.25 an hour
- Full-time
- Bilingual
- No experience needed
- Office
- Health insurance
- Dental insurance
Universal Banker I
WaterStone Bank SSB —Oak Creek, WI
- From $19.50 an hour
- Office
- Residential
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Universal Banker
Bank Five Nine —Brookfield, WI
- Full-time
- Computer literacy
- Windows
- High school diploma or GED
Quick Apply
1d
Financial Service Representative
Heights Finance Corporation —Greenfield, WI
- $16.75 - $23.25 an hour
- Full-time
- No experience needed
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
4d
Universal Banker I
WaterStone Bank —Oak Creek, WI
- From $19.50 an hour
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Health insurance
Quick Apply
5d

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

WaterStone Bank SSB -
Fox Point, WI

Quick Apply

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 proactive 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 financial services jobs in milwaukee wi

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

Financial Advisor - Career Changers Encouraged to Apply!

Wealth Management Trainee (WI)

Entry Level – Financial Advisor

Relationship Banker (Entry Level)

Associate Banker

Entry Level - Financial Advisor

Relationship Banker - Elm Grove, WI

Financial Solutions Advisor Registration Candidate - Milwaukee Market

Financial Service Representative

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Financial Representative - Training Provided

Personal Banker: Milwaukee Area Branches

Universal Banker Floater

Financial Representative (Sales Focused) (Training Included!)

Bilingual Financial Service Representative

Universal Banker I

Universal Banker

Financial Service Representative

Universal Banker I

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