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Retail Banking Sales & Service This is floater position for multiple locations. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Everyone is expected to contribute whatever efforts necessary to operate efficiently and effectively to insure the success of North Shore Bank. SALES Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; ensures required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; ensures the customer receives the proper disclosures.
Starting at $18 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Facilitating customer awareness and education of bank services, including digital banking capabilities. Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs.
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Accesses the on-line banking system and posts checks received in bank lockbox. Posts daily customers cash/check payments, sales rep logs into the NDS Accounts Receivable system. Reconcile research and respond to customer and Sales Representative questions in reference to payment discrepancies, invoice adjustments, deposit postings and terms of payment.
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Salary plus commission/bonusPaid time off (vacation and personal/sick days)Valuable experienceGrowth potential/Opportunity for advancement in my agencyLearning to market property/casualty, life, health and bank productsSetting sales and growth goalsWorking closely with the agent to gain an understanding of the agents role and office logisticsIf you are motivated to succeed and can see yourself in this role, please complete our application.
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Collaborate with the bank manager and teller supervisor on scheduling, hiring decisions, performance and monthly audits. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence.
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The CPA will assist with general accounting functions for clients including, but not limited to, preparing financial statement compilations on a monthly, quarterly, or annual basis; preparing monthly bank reconciliations; preparing monthly, quarterly, and annual payroll tax and sales tax reports; preparing US and WI income tax returns for individuals, fiduciaries, and businesses; and assist tax return clients with year-round tax planning concerns.
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As a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist.
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The Entrepreneur we seek is an experienced sales professional and a natural-born closer who lives for the thrill of the hunt and making serious bank. Our next Business to Business Sales Executive will enjoy building a book of residual income.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Assist with tax return and audit support, including real and personal property, sales and use tax. The position prepares and/or records journal entries related to all areas of the general ledger, maintains, or oversees maintenance of fixed assets, and reconciles account balances and bank statements.
Full-timeExpandApply NowActive JobUpdated 17 days ago - UpvoteDownvoteShare Job
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The ideal candidate will have a minimum of one year customer service or sales experience (prior bank or credit union preferred), is outgoing with outstanding communication skills, the ability to multi-task, and a passion for helping people.
Full-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Proactively develop client relationships through the effective use of profiles and established bank sales processes. High school diploma or equivalent and experience of at least two years in banking (or, two years in a related sales position.
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Support the sales process by identifying customer needs, promoting current promotional offers and referring customer to Bankers and other lines of business (i.e. WIS and WMC) for further assistance with bank products and services.
Part-timeExpandUpdated 11 days ago - UpvoteDownvoteShare Job
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A focus on results and the ability to thrive in a consultative sales and team-based environment. Basic knowledge of specialized sales and business banking solutions to refer to specialists.
Full-timeExpandUpdated 14 days ago - UpvoteDownvoteShare Job
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Retail Banking Sales & Service. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Retail Banking Sales & Service.
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bank sales jobs in Mequon, WI
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