18 customer experience banker jobs found in Madison

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The purpose of this role is to develop, implement and execute appropriate change strategies to support strategic transformational initiatives and programs of work. Location: Madison, Wisconsin; Chicago, Illinois; Atlanta, Georgia; New York City, New York Work Arrangement: This role is hybrid, where you will be expected to be in the office 2-3 days per week. The salary range for this role is: $130,500.00 - $245,500.00 Your New Role Establish, lead, and mature an enterprise Change Management practice, including defining the strategic direction, operating model, and service offerings for change across the organization. Develop and maintain enterprise change management policies, methodologies, processes, standards, templates, and tools that enable scalable and consistent application. Lead and manage the Business Change & Support Team to align resources with...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The purpose of this role is to design user-focused digital experiences, interfaces, and interactions in alignment with the Global QBE Digital Experience Language. Working closely with various stakeholders, the role aims to deliver digital solutions that meet the needs of business stakeholders and contribute to achieving business outcomes. Location: Madison, Wisconsin; Atlanta, Georgia; New York City, New York Work Arrangement: This role is hybrid, where you will be expected to be in the office 2-3 days per week. The salary range for this role is: $137,500.00 - $258,000.00 Your New Role Establish and scale the Human Centred Design (HCD) / User Experience practice, including defining standards, tools, governance, and ways of working. Promote design thinking and share knowledge, skills, and tools, including building and maintaining scalable HCD/UX toolkits and...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position is an entry level attorney career position. This position has responsibility for completing assigned legal aspects of corporate projects for the businesses, operations and corporate affairs of TruStage. The position has responsibility in assisting in the handling of complex legal matters, under the supervision and guidance of senior attorneys. Job...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position will partner with the retirement wholesaling team, along with product, and implementation teams to provide support for pre- and post-sale activities. This position will work closely with external and internal wholesalers to enhance distribution through financial advisors, TPA’s, DCIO’s and other centers of influence. This position will collaborate with...

  The Opportunity Are you passionate about building strong client relationships and delivering exceptional service in the retirement plan industry? M3 is seeking a skilled Retirement Plan Manager II to support our M3 Financial team in servicing employer-sponsored retirement plans, including 401(k), 403(b), and 457(b) plans. As a Retirement Plan Manager II, you will utilize your retirement plan knowledge and professional communication skills to serve as a primary point of contact for clients, maintain and grow relationships, and ensure high levels of client satisfaction. You will work closely with Retirement Plan Consultants, the Managing Director, and other M3 Financial staff — including conducting educational meetings independently and participating in group sales presentations.   How You Will Make an Impact Serve as the primary point of contact for all service inquiries for new and existing clients, providing excellent customer service both in-house...

We are adding a Customer Solutions Specialist I  to our team!  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The purpose of this role is to lead the definition and maintenance of business architecture designs, collaborating with stakeholders to ensure alignment with strategic principles and architectural designs. The role involves providing direction, guidance, and advice to Business Architects and other change personnel, as well as partnering across the organization to drive the co-design and governance of business architecture, identifying high-impact initiatives, and supporting the execution of long-term strategies through the creation of value for the organization. Location: Madison, Wisconsin; Chicago, Illinois; Atlanta, Georgia; New York City, New York Work Arrangement: This role is hybrid, where you will be expected to be in the office 2-3 days per week. The salary range for this role is: $104,000 - $195,000 Your New Role Build and scale the Division‑level Business...

We are adding a Customer Solutions Specialist I to our team! This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position is responsible for leading the data analytics strategy, scope and function, working with a team to develop, communicate and track results of business plans and developing predictive models for revenue, risk and general business analysis. This role leads the efficient and profitable execution of strategies and campaigns that are focused/clear, aligned...

  The Opportunity Do you take pride in keeping things organized, accurate, and moving? At M3, our Workplace Experience Coordinator is the heartbeat of our mailroom operations — and more. In this role, you'll own the full lifecycle of mail processing across the organization, from scanning and routing incoming paper mail to managing electronic mail through carrier portals. Beyond the mailroom, you'll also support the day-to-day operations of our offices, helping create a workplace where our team members can do their best work. If you're detail-oriented, service-minded, and ready to make a real impact from day one, this role is for you.   How You Will Make an Impact Serve as the primary owner of all mailroom operations, ensuring mail is processed and packages are routed accurately and efficiently every day across office locations. Download and manage electronic mail from carrier portals, and actively work to automate the electronic mail process with Carrier...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: In support of business operations, provide customer service by resolving complex billing issues, handling call escalations, agent account reconciliations as well as daily production oversight to achieve established quality and productivity standards. Location:   Madison, WI Work Arrangement:   This role is hybrid, where you will be expected to be in the office 2-3 days per week. Hourly rate for this role is:   $20.50 - 30.75, depending on experience Your new role ·         Assist with the collection of past-due accounts by performing required collection activities to secure payment in accordance with established procedures. ·         Respond to customer, business, and broker billing inquiries by researching and resolving issues to meet quality and service level expectations. ·         Review billing records, identify discrepancies, and make appropriate adjustments...

We are adding an Accounts Payable Specialist !  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: Under the general direction of the Investment Technology Manager, this advanced application developer role analyzes, designs, develops, and enhances investment technology solutions supporting TruStage Capital Advisors investment management, back-office operations, and affiliated teams. The position delivers increasingly complex application development and integration...

The Opportunity At M3, the Administrative Project Coordinator plays a pivotal role in driving the organization's workflow processes. Your primary responsibility is to ensure the seamless operation of these processes, utilizing a diverse skill set encompassing clerical, technical, and customer service expertise. By effectively managing and maintaining documents produced for our clients, prospects, and carrier partners, you will contribute significantly to the success and reputation of our company.   How You Will Make an Impact Extend proficient clerical support to internal clients, ensuring their operational needs are met promptly and efficiently. Collaborate across all agency departments, offering indispensable administrative assistance to facilitate smooth functioning. Assist in crafting and disseminating client communications, fostering strong and lasting relationships. Execute tasks with precision and promptness, garnering commendation and positive...

  The Opportunity Are you an experienced accounting professional who takes pride in doing the work well — and finds real satisfaction in being the reliable backbone of a high-performing finance team? As an Accounting Specialist at M3, you'll be a trusted contributor to our Finance Department, bringing your expertise to the day-to-day accounting operations that keep our organization running smoothly. This role offers a consistent, meaningful blend of accounts payable, expense management, banking activity, and financial reporting — making it an ideal fit for someone who values doing important work with precision, in a place where your contributions are genuinely recognized and appreciated.   How You Will Make an Impact Own the accounts payable process, accurately processing vendor invoices, maintaining vendor records, and ensuring timely payments in compliance with company policies. Support 1099 reporting and vendor compliance by reviewing data accuracy,...

We are adding an Agent Solutions Coordinator !  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:     This position This job family consists of three levels of Law Specialists assigned to the Office of General Counsel. The three levels are distinguished by leadership skills, substantive experience, the degree of independent discretion and responsibility, proficiency within a defined legal specialty or process, complexity and risk of assigned...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: We are seeking a highly skilled attorney to join our dynamic legal team.   As Counsel you will develop legal expertise and establish primary responsibility and accountability for identified projects and/or legal work mainly related to the legal needs of TruStage Investment Management, TruStage’s internal SEC-register investment adviser. You will work with an...