Top 233 Finance Jobs in West Bend, Wi

Senior Universal Banker (Personal Banker)
Summit Credit Union —Cedarburg, WI
- Basic math
- Mid-level
- Office
- Paid holidays
- Health insurance
Financial Advisor
Edward Jones —West Bend, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Credit Analyst
Waldo State Bank —Waldo, WI
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Senior Financial Analyst
A.O. Smith —Milwaukee, WI
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Port Washington, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Assistant Controller
M.M. Schranz Roofing, Inc. —Milwaukee, WI
- Full-time
- 5 years
- ERP systems
- Office
- Health insurance
- Dental insurance
Quick Apply
Finance Manager Amato Chrysler Dodge Jeep Ram
Amato Automotive Group —Glendale, WI
- $140,000 - $200,000 a year
- Email
- Dealership
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Manager, US Cards Fraud Strategy
BMO Financial Group —Brookfield, WI
- $66,600 - $124,200 a year
- Full-time
- Microsoft Word
- 5 years
- Research
- Health insurance
- Tuition reimbursement
5d
Universal Banker - Floater HARTFORD
Forte Bank —Hartford, WI
- Full-time
- Computer literacy
- High school diploma or GED
- Typing
- Profit sharing
- AD&D insurance
Quick Apply
1d
Universal Banker - Floater WB
Forte Bank —West Bend, WI
- Full-time
- Computer literacy
- High school diploma or GED
- Typing
- Profit sharing
- AD&D insurance
Quick Apply
1d
Finance & Administration Manager
Midwest Construction Group LLC —Glendale, WI
- $70,000 - $110,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Systems & Reporting Administrator / Manager – Microsoft Business Central + Solver (or Simi
KORE1 Technologies —Pewaukee, WI
- $100,000 - $140,000 a year
- Urgently hiring
- Hybrid work
- Writing skills
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
5d
Manager, US Cards Fraud Strategy
BMO Financial —Brookfield, WI
- $66,600 - $124,200 a year
- Part-time
- Microsoft Word
- 5 years
- Research
- Health insurance
- Tuition reimbursement
5d
Accounting & Finance Manager
Mosaic Management Group LLC —Brookfield, WI
- $80,000 - $95,000 a year
- Full-time
- 5 years
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
4d
Universal Banker - Floater
Forte Bank —Hubertus, WI
- Full-time
- Computer literacy
- High school diploma or GED
- Typing
- Profit sharing
- AD&D insurance
Quick Apply
2d
Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!
WaterStone Bank —Pewaukee, WI
- From $19.50 an hour
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Director of Finance
KLH Industries —Germantown, WI
- Full-time
- Background check
- Microsoft Excel
- CPA
- Health savings account
- Disability insurance
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
Financial Analyst
KOHLS —Menomonee Falls, WI
- Mid-level
- Office
- Analysis skills
- Work from home
ACCOUNTANT, FCH - FINANCE
Froedtert Health —Menomonee Falls, WI
- Full-time
- Word processing
- Mid-level
- Office
- Continuing education credits
- Disability insurance

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Senior Universal Banker (Personal Banker)

Summit Credit Union -
Cedarburg, WI

Apply Now

Job Details

Benefits

Paid holidays
Health insurance
Paid time off
401(k) matching

Qualifications

Basic math
Client rapport building
Client inquiry handling
High school diploma or GED
Financial concepts
Productivity software

Full Job Description

At Summit Credit Union, we’re all about people helping people—while building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our Cedarburg branch, you’ll be at the center of that mission. You won’t just work in banking, you’ll shape financial journeys, spark positive change, and grow your own career in an environment that celebrates innovation, inclusivity, and community. If you want a role where your impact is real, your voice is heard, and your growth is supported, Summit is where you’ll want to be.

What You’ll Do & The Impact You’ll Make

As a Senior Universal Banker, you’ll be the go‑to financial guide for members. You will:

Lead financial conversations with members to help them navigate everyday banking, major life decisions, and long‑term goals.

Build relationships that create lifelong members through trust, empathy, and outstanding service.

Provide expert support on accounts, loans, digital banking tools, and personalized financial solutions.

Mentor and support Universal Bankers, helping elevate the member experience and team performance.

Solve problems creatively, from helping a member improve their credit to guiding them through a big purchase or budget.

Drive branch success through sales, service excellence, and smart decision‑making.

Your impact matters.
Every conversation could help someone buy their first home, improve their financial confidence, or finally breathe easier about money. Your work directly helps build stronger members and stronger communities.

What You’ll Bring

3+ years of sales or customer service experience (or related higher education).

High school diploma or equivalent required.

Ability to obtain and maintain an NMLS number.

Strong communication and interpersonal skills that reflect Summit’s positive, member‑focused culture.

Adaptability and sound judgment to handle unique daily challenges within established guidelines.

Active listening skills and a commitment to fully understanding and resolving member needs.

Ability to build relationships and communicate proactively with members and non‑members.

High attention to detail, with consistent follow‑up and follow‑through.

Comfort using the Microsoft Office Suite and digital tools.

Basic math skills and readiness to learn more complex financial concepts.

Why You’ll Love Working Here

We take care of our people—because when our employees thrive, our members do too.

Our perks include:

Excellent health insurance options to support you and your family

401(k) with employer match to help you invest in your future

Generous paid time off so you can recharge and live your life

Paid holidays and wellness-focused benefits

Opportunities for professional growth and leadership development

A people-first culture that values inclusion, purpose, and impact

And more benefits designed to support you—at work and beyond

Our Commitment

At Summit Credit Union, different makes us better. We are proud to be an Equal Employment Opportunity employer and are committed to building a diverse, inclusive workplace where everyone belongs and can do their best work.

Ready to Make an Impact?

If you’re passionate about leading people, strengthening communities, and helping members achieve homeownership with confidence—we’d love to meet you.

Additional Information

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

finance jobs in west bend, wi

Senior Universal Banker (Personal Banker)

Financial Advisor

Credit Analyst

Senior Financial Analyst

Financial Advisor

Assistant Controller

Finance Manager Amato Chrysler Dodge Jeep Ram

Manager, US Cards Fraud Strategy

Universal Banker - Floater HARTFORD

Universal Banker - Floater WB

Finance & Administration Manager

Financial Systems & Reporting Administrator / Manager – Microsoft Business Central + Solver (or Simi

Manager, US Cards Fraud Strategy

Accounting & Finance Manager

Universal Banker - Floater

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

Director of Finance

Financial Representative (Sales Focused) (Training Included!)

Financial Analyst

ACCOUNTANT, FCH - FINANCE

I want to receive the latest job alert for finance in west bend, wi

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