Top 201 Banking advisor Jobs in Wisconsin

Universal Banker-Digital (Member Experience Advisor II-Digital)
VERVE A CREDIT UNION —Oshkosh, WI
- Full-time
- Mid-level
- Office
- High school diploma or GED
Financial Advisor - Green Bay, WI and Surrounding Areas
Thrivent —Green Bay, WI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Appleton, WI and Surrounding Areas
Thrivent —Appleton, WI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Waukesha, WI and Surrounding Areas
Thrivent —Waukesha, WI
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Director of Planning Operations – Voyage Financial Advisors
Thrivent —Stevens Point, WI
- $90,000 - $135,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Profit sharing
- Disability insurance
Quick Apply
Financial Advisor - Northern Highland Financial Advisors
Thrivent —Stevens Point, WI
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Madison and Surrounding Areas
Thrivent —Madison, WI
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Controller
Fireline Sprinkler LLC —Appleton, WI
- CPA
- Inventory management
- ERP systems
Quick Apply
Financial Sales Representative
Northwestern Mutual —Janesville, WI
- $100,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Business development
- Health savings account
- Disability insurance
Quick Apply
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
VP - BSA Officer
BANK FIRST —Manitowoc, WI
- 7 years
- Office
- Finance
Quick Apply
VP - BSA Officer
BANK FIRST —Beloit, WI
- 7 years
- Office
- Finance
Quick Apply
Wealth Management Associate (Milwaukee, WI)
Equitable Advisors —Milwaukee, WI
- $24,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Relationship Manager - Leasing (Title Commensurate with Experience)
Bankers' Bank —Madison, WI
- Full-time
- 5 years
- Finance
- Driver's License
Quick Apply
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Pewaukee, WI
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Purpose-Driven Financial Advisor
Northwestern Mutual —Delafield, WI
- $70,000 - $140,000 a year
- Full-time
- Military
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
2d
Associate Financial Advisor
Retirable —Milwaukee, WI
- $55,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Office
- Paid training
- Health insurance
Quick Apply
1d
Registered Client Service Associate
The MOHR Enterprises LLC —Kohler, WI
- $70,000 - $85,000 a year
- Mid-level
Quick Apply
Healthcare Treasury Management Advisor - Relationship Manager I
PNC Financial Services Group —Milwaukee, WI
- $75,000 - $150,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Health savings account

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banking advisor jobs near wisconsin

Universal Banker-Digital (Member Experience Advisor II-Digital)

VERVE A CREDIT UNION -
Oshkosh, WI

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Job Details

Full-time

Qualifications

High school diploma or GED

Full Job Description

POSITION SUMMARY

The Digital Member Experience Advisor II serves as a member ambassador, providing exceptional service and personalized solutions across in-person, phone, and digital channels. This role delivers accurate and efficient transaction processing, opens and services consumer deposit accounts, and takes applications for credit cards and unsecured loans and lines of credit. The Member Experience Advisor explains account features and regulatory requirements in clear, member-friendly terms while ensuring compliance with all applicable policies, procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen relationships and support Verve’s growth objectives.

POSITION RESPONSIBILITIES

Member Experience

Greet members promptly and professionally, creating a welcoming environment.
Process member transactions including deposits, withdrawals, loan payments, cash advances, check cashing, and official checks.
Verify endorsements, signatures, and proper identification; always maintain confidentiality.
Open and close all standard consumer deposit accounts, adding, changing, or removing beneficiaries and Payable on Death designations as requested.
Clearly explain consumer account summaries, product features, and regulatory terms in language members understand.
Handle “Red Flag” identity theft prevention procedures accurately.
Assist members with digital banking tools and problem resolution.
Serve as an escalation point for complex service needs and provide solutions promptly.
Open and close specialty accounts such as Trust, Estate, and Health Savings Accounts (HSAs).
Process IRA account openings, contributions, distributions, and rollovers in compliance with IRS and credit union regulations.

Growth

Take loan applications for secured loans, credit cards, unsecured loans, and unsecured lines of credit.
Identify opportunities to help members thrive financially with a focus on managing money, saving for the future, optimizing payments, and borrowing responsibly.
Maintain current knowledge of Verve products, services, promotions, and competitor offerings to effectively position solutions.
Participate in branch and community outreach activities to promote Verve’s brand and attract new members.
Proactively engage high-value and specialty account members to deepen relationships.

Operational & Compliance Excellence

Balance and maintain cash drawer and recycling supply daily, process ATM, night deposit, and mail transactions.
Complete product code changes accurately and in a timely manner.
Follow all operational policies, procedures, and security protocols.
Support branch vault operations including balancing, dual control procedures, and adherence to security protocols.
Ensure all account openings, specialty account maintenance, and IRA transactions are accurate, complete, and compliant.
Mentor and coach Member Experience Advisors to expand their skills.
Ensure compliance with all applicable laws and regulations, including BSA/AML, OFAC, and USA PATRIOT Act requirements.
Complete required annual compliance training and apply standards consistently.

EDUCATION AND EXPERIENCE

High school diploma or equivalent required.
Minimum one year of financial services, retail banking, or related experience.
Demonstrated proficiency in Member Experience Advisor functions.

KEY COMPETENCIES

Strong interpersonal skills with a friendly, professional demeanor.
Excellent attention to detail and accuracy in transactions.
Ability to explain financial concepts clearly to members.
Proficient computer skills including Microsoft Office; ability to learn core banking systems.
Reliable and consistent in attendance and performance.
Ability to work Saturdays as scheduled.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
Physical Requirements: Ability to sit or stand at a desk the majority of the day; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard, and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch.

The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.

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Refine Your Search

banking advisor jobs in wisconsin

Universal Banker-Digital (Member Experience Advisor II-Digital)

Financial Advisor - Green Bay, WI and Surrounding Areas

Financial Advisor - Appleton, WI and Surrounding Areas

Financial Advisor - Waukesha, WI and Surrounding Areas

Associate Financial Advisor - Wisconsin Heartland Associates

Director of Planning Operations – Voyage Financial Advisors

Financial Advisor - Northern Highland Financial Advisors

Financial Advisor - Madison and Surrounding Areas

Controller

Financial Sales Representative

Virtual Financial Advisor - Milwaukee - Hybrid

VP - BSA Officer

VP - BSA Officer

Wealth Management Associate (Milwaukee, WI)

Relationship Manager - Leasing (Title Commensurate with Experience)

Financial Advisor - PNC Wealth Management

Purpose-Driven Financial Advisor

Associate Financial Advisor

Registered Client Service Associate

Healthcare Treasury Management Advisor - Relationship Manager I

I want to receive the latest job alert for banking advisor in wisconsin

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