Top 193 finance Jobs in west bend wi

AVP/VP - Treasury Relationship Manager
Summit Credit Union —West Bend, WI
- Hybrid work
- Microsoft Excel
- 5 years
- Office
- Paid holidays
- Health insurance
Team-Based Financial Advisor - Lakefront Group
Thrivent —West Bend, WI
- $24,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Compliance Officer
Summit Credit Union —West Bend, WI
- Hybrid work
- 7 years
- Office
- Finance
- 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
Underwriting Technician
West Bend Insurance Company —West Bend, WI
- $17.89 - $22.36 an hour
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- Basic math
- Health savings account
- Disability insurance
4d
Commercial Surety Underwriter
OptiPeople Resources —West Bend, WI
- $63,000 - $108,000 a year
- Full-time
- Remote
- Data analysis skills
- Mid-level
- Finance
- Health insurance
- Dental insurance
Universal Banker - West Bend
Forte Bank —West Bend, WI
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Profit sharing
- AD&D insurance
Quick Apply
Relationship Banker
Associated Bank —Hartford, WI
- $17.00 - $28.96 an hour
- Full-time
- Background check
- Office
- High school diploma or GED
- Employee stock purchase plan
- 401(k)
10d
Sr. Financial Strategist (FP&A)
Nelson-Jameson, Inc. —Milwaukee, WI
- From $75,000 a year
- Online Application
- CPA
- Office
- Microsoft Office
- Health savings account
- Health insurance
Quick Apply
Personal Banker
Waldo State Bank —Waldo, WI
- $33,000 - $35,000 a year
- Full-time
- Background check
- Customer service
- Office
- Paid training
- Health insurance
Quick Apply
Personal Banker - I
Confidential —Plymouth, WI
- $21 - $22 an hour
- Weekends as needed
- Spanish
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Controller
The Planet Group —Port Washington, WI
- $155,000 - $180,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Management
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
Financial Advisor
Edward Jones —Hartland, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
Financial Analyst
Expert Engineering Solutions —Saukville, WI
- $20 - $25 an hour
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
10d
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
Controller
Robert Half —Oostburg, WI
- $47.50 - $55.00 an hour
- Temporary
- US work authorization
- Senior level
- Leadership
- Disability insurance
- Dental insurance
Quick Apply
4d
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Menomonee Falls, WI
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Controller
CFS —Port Washington, WI
- $140,000 - $160,000 a year
- Hybrid work
- Bachelor of Science
- Bachelor's degree
- Continuous improvement
2d

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AVP/VP - Treasury Relationship Manager

Summit Credit Union -
West Bend, WI

Apply Now

Job Details

Benefits

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

Qualifications

Customer relationship building
Data interpretation
Productivity software

Full Job Description

At Summit Credit Union, we believe strong treasury partnerships are foundational to healthy businesses and thriving communities. As our AVP/VP Treasury Relationship Manager, you’ll play a key role in growing core deposits, delivering best‑in‑class treasury solutions, and building trusted relationships that fuel long-term member success.

If you’re a driven relationship-builder who thrives on consultative sales, collaboration, and creating value for business members—this could be your next great move.

What You’ll Do (Your Impact)

Grow Deposits & Fee Income by developing new treasury and deposit relationships across business, commercial, municipal, and individual segments through referrals and self-sourced efforts.
Retain, Cultivate & Expand Relationships by actively managing and growing an existing portfolio of treasury and deposit members.
Partner for Success by collaborating closely with the Commercial Lending team to win opportunities and deliver integrated financial solutions.
Lead the Sales Process by scheduling and running client meetings, presentations, product demonstrations, and managing the full treasury services sales and implementation lifecycle.
Deliver Treasury Solutions by recommending, onboarding, and implementing the full suite of treasury management products and services for new and existing members.
Support Department Strategy by partnering with the VP of Treasury Management on department initiatives, planning, and strategies to generate deposits and grow fee income.
Cross‑Sell Summit Solutions through referrals and self-generated opportunities that deepen relationships and meet member needs.
Ensure Seamless Onboarding & Service by supporting account opening and servicing activities for commercial members as needed.
Strengthen Market Presence by proactively building partnerships and strategic alliances that elevate Summit’s brand and competitive positioning.

What Success Looks Like

Business deposit and fee income growth goals are met or exceeded.
Member requests are prioritized and responded to quickly and effectively.
Treasury services are thoughtfully recommended and successfully implemented.
Existing member business is retained and expanded.
Strong external partnerships enhance Summit’s reputation in the market.
Comprehensive business development plans drive annual budget goals.
New business is consistently attained through meaningful relationship building.
Treasury Management functions operate smoothly, compliantly, and are prepared for regulatory updates.
Summit gains actionable market intelligence to deliver competitive, best‑in‑class service.

What You Bring

Bachelor’s degree in business, finance, accounting, or related field (or equivalent experience).
5+ years of experience in treasury management, commercial banking, and/or business banking sales.
Strong knowledge of Treasury Management products, services, processes, and commercial lines of business.
Highly self‑motivated, adaptable, and goal‑oriented with a positive, creative mindset.
Excellent ability to listen, analyze, and communicate complex information clearly and persuasively—verbally and in writing.
Proven skill in building and nurturing trusted professional relationships with members, prospects, and internal partners.
Ability to prioritize key objectives, solve problems, analyze data, and draw sound conclusions.
Comfort working independently in an unstructured environment while taking ownership of outcomes.
Ability to measure ROI on marketing and sales efforts.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
Collaborative, flexible team player who can adapt as priorities shift.

Why You’ll Love Working Here

We take care of our people—because when our employees thrive, our members and communities 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 enjoy life
✅ Paid holidays and wellness-focused benefits
✅ Opportunities for professional growth and career development
✅ A people‑first, service‑driven culture grounded in inclusion and purpose
✅ And more benefits designed to support you—at work and beyond

Additional Information:

Physical Demands of Position
While performing the duties of this position, the employee is required to sit, stand, and walk; use hands and fingers. The employee occasionally must reach above and below shoulder level and lift, push, pull, and/or carry up to 10 pounds. Must be able to operate a motor vehicle.

Environmental/Working Conditions
Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.

Equipment Used
The above information has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain nor be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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.

Ready to Make an Impact?

If you’re passionate about helping businesses succeed, growing trusted financial partnerships, and strengthening communities through meaningful work—we’d love to meet you.

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

AVP/VP - Treasury Relationship Manager

Team-Based Financial Advisor - Lakefront Group

Compliance Officer

Financial Advisor

Underwriting Technician

Commercial Surety Underwriter

Universal Banker - West Bend

Relationship Banker

Sr. Financial Strategist (FP&A)

Personal Banker

Personal Banker - I

Controller

Financial Advisor

Financial Advisor

Financial Advisor - Career Changers Encouraged to Apply!

Financial Analyst

Financial Representative (Sales Focused) (Training Included!)

Controller

Financial Advisor - PNC Wealth Management

Controller

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What You’ll Do (Your Impact)

What Success Looks Like

What You Bring

Why You’ll Love Working Here

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