Top 1008 Financial representative Jobs in Milwaukee Wi

Senior Universal Banker (Personal Banker)
Summit Credit Union —Muskego, WI
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Insurance Agent - Book Opportunity - Mequon, WI
COUNTRY Financial —Mequon, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Title Insurance Closing Agent
Executive Title LLC —Cedarburg, WI
- Full-time
- Computer literacy
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
Licensed P&C Insurance Sales Agent
Farmers Zach Perez —Waukesha, WI
- $50,000 - $70,000 a year
- Full-time
- 18 years or older
- No experience needed
- Office
Quick Apply
5d
Outside Sales Representative
FS3, Inc. —Wisconsin
- Full-time
- Construction site
- Mid-level
- Office
- Mileage reimbursement
- Health insurance
Quick Apply
12d
Insurance Agent - Franklin, WI
COUNTRY Financial —Franklin, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Roofing Sales Representative – Commission + Company Truck & Phone
Expert Exteriors —Menomonee Falls, WI
- From $45,000 a year
- Full-time
- Background check
- Clean driving record
- Mid-level
- Flexible schedule
Quick Apply
5d
Tree Sales Representative
Trees on the Move —New Berlin, WI
- $35,000 - $75,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Title Insurance Closing Agent
Local Modern Title LLC —Brookfield, WI
- Full-time
- Customer service
- Computer literacy
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
WISCONSIN only - Work at Home Call Center Representative
InfoCision Management Corp. —Wisconsin
- $9 an hour
- Night shift
- Remote
- Computer literacy
- Computer skills
- Communication skills
- Paid training
- Opportunities for advancement
Outside Sales Representative
UniFirst —Menomonee Falls, WI
- Full-time
- Clean driving record
- Driver's License
- Driving
- Fuel card
- Paid holidays
Virtual Financial Advisor - Milwaukee - Hybrid
Thrivent —Milwaukee, WI
- $21.64 - $24.04 an hour
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Equipment Sales Representative
YES Equipment & Services —Menomonee Falls, WI
- From $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Driver's License
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Outside Sales Representative
Window Nation —Milwaukee, WI
- $120,000 - $350,000 a year
- Weekends as needed
- Hybrid work
- High school diploma or GED
- Driver's License
- Driving
- Paid training
- Mileage reimbursement
Quick Apply
13d
Member Service Representative II, Full Time (Oak Creek)
Guardian Credit Union —Oak Creek, WI
- Full-time
- Office
- High school diploma or GED
- Typing
Member Service Representative II, Full-Time (West Allis)
GUARDIAN CREDIT UNION —West Allis, WI
- Full-time
- Office
- High school diploma or GED
- Typing
In Home Sales Representative - Home Improvement
Exterior Pros —Sussex, WI
- $100,000 - $250,000 a year
- Full-time
- Driver's License
- In-person
- Reliable transportation
- Paid training
- Paid holidays
Quick Apply
14d
Inside Sales Representative With Uncapped Commission Opportunity!
Capital Construction Services LLC —Milwaukee, WI
- $15 an hour
- Full-time
- No experience needed
- Office
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
Member Service Representative II, Full-Time (West Milwaukee)
GUARDIAN CREDIT UNION —Milwaukee, WI
- Full-time
- Office
- High school diploma or GED
- Typing
Financial Advisor
e2 Retirement Consulting —Menomonee Falls, WI
- $60,000 - $150,000 a year
- Full-time
- Background check
- Microsoft Excel
- Customer service
- Profit sharing
- Paid training
Quick Apply

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Senior Universal Banker (Personal Banker)

Summit Credit Union -
Muskego, WI

Apply Now

Job Details

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Retirement plan

Qualifications

Customer relationship building
Client rapport building
High school diploma or GED
Financial concepts
Productivity software

Full Job Description

Are you passionate about helping people and making a difference in your community? Do you thrive in face-to-face interactions and love building relationships? Join Summit Credit Union as a Senior Universal Banker for our Muskego branch and be the friendly face that inspires, connects, and supports our members every day!

What You’ll Do:

Deliver accurate, prompt, and friendly service to members in-branch and via phone.
Engage in meaningful conversations, listen to members’ needs, and help them achieve their financial goals.
Advise on a variety of financial solutions, including lending and deposit products.
Build new and enhance existing member relationships.
Refer members to teammates for specialized assistance.
Complete branch operations tasks with accuracy and efficiency.

What We’re Looking For:

3+ years of sales or customer service experience (or higher education in finance, sales, or marketing).
High School Diploma or equivalent.
Ability to obtain a Nationwide Mortgage Licensing System (NMLS) number.
Strong interpersonal and communication skills.
Adaptability, judgment, and a proactive approach to problem-solving.
Active listening and relationship-building skills.
Attention to detail and accountability.
Basic knowledge of Microsoft Office Suite and financial concepts.

Why Summit?

Inclusive Culture: We celebrate diversity and believe that different makes us better.
Growth Opportunities: Training, development, and advancement potential.
Competitive Benefits: Health, dental, vision, retirement plans, paid time off, and more.
Community Impact: Be part of a team that helps members make managing money easier, more effective, and more fun.

Ready to make a difference? Apply today and help us create exceptional member experiences—one conversation at a time!

Required Statement Sections

Physical Demands of Position: While performing the duties of this job, the employee is continuously required to stand, walk and sit, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds.
Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Saturday hours required.
Equipment Used: Computer terminal/PC, calculator, printer/copiers, telephone.
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

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.

Apply Now

Refine Your Search

financial representative jobs in milwaukee wi

Senior Universal Banker (Personal Banker)

Insurance Agent - Book Opportunity - Mequon, WI

Title Insurance Closing Agent

Licensed P&C Insurance Sales Agent

Outside Sales Representative

Insurance Agent - Franklin, WI

Roofing Sales Representative – Commission + Company Truck & Phone

Tree Sales Representative

Title Insurance Closing Agent

WISCONSIN only - Work at Home Call Center Representative

Outside Sales Representative

Virtual Financial Advisor - Milwaukee - Hybrid

Equipment Sales Representative

Outside Sales Representative

Member Service Representative II, Full Time (Oak Creek)

Member Service Representative II, Full-Time (West Allis)

In Home Sales Representative - Home Improvement

Inside Sales Representative With Uncapped Commission Opportunity!

Member Service Representative II, Full-Time (West Milwaukee)

Financial Advisor

I want to receive the latest job alert for financial representative in milwaukee wi

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