13 personal banker jobs found in Madison

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 has responsibility for completing assigned legal work for the business of TruStage, focusing primarily on drafting and negotiating commercial transactions documents with strategic vendors and partners. This Position will develop legal expertise and establish primary responsibility and accountability for identified projects and/or legal work. The position...

Job Title: Risk Control Specialist FLSA Status: Exempt Job Family: Underwriting Department: UW - Risk Control Location(s): Nebraska, Iowa, Minnesota, Wisconsin, Indiana, Ohio   JOB SUMMARY Responsible to assist in the acquisition and retention of profitable business through direct contact with prospective and current policyholders by providing underwriting with account classification information, identification of risk control program weaknesses, and suggesting risk control corrective measures to the prospect or insured. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Provide Underwriting with an overall opinion of a prospective or existing insureds desirability. Conduct on-site risk control evaluations of existing and...

The Opportunity Are you a dynamic leader ready to drive digital product delivery excellence in a fast-paced technology environment? As an Agile Delivery Manager in our Digital department, you'll be at the forefront of planning, coordinating, and overseeing the successful delivery of digital products and technology solutions. This role offers an exciting combination of strategic planning, cross-functional collaboration, and hands-on delivery management, making it an ideal opportunity for experienced professionals looking to make a transformative impact in product delivery operations.   How You Will Make an Impact Take ownership of day-to-day delivery and operational execution, actively managing sprint and delivery activities while partnering closely with Product Managers to ensure seamless product delivery Drive performance excellence through detailed delivery planning, release scheduling, and continuous process improvement across cross-functional teams...

  The Opportunity The Executive Assistant is a highly skilled professional responsible for providing comprehensive support to members of the Executive Leadership Team. The ideal candidate is exceptionally organized, proactive, and capable of serving as a trusted partner and professional representative of executive leadership. This role requires the ability to balance a high level of professionalism, discretion, and confidentiality while contributing to a collaborative and dynamic work environment. The Executive Assistant enhances the effectiveness of executive leaders through proactive planning, relationship management, administrative excellence, and project coordination. Success in this role requires strong judgment, adaptability, attention to detail, and the ability to anticipate needs and manage competing priorities in a fast-paced environment.   How You Will Make an Impact Provide proactive, high-level executive support to members of the Executive Leadership...

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 Role Overview The Marketing Design Associate brings Filene’s ideas, research and brand to life through thoughtful, engaging visual design. As part of the Marketing team, this role creates high-quality digital and print assets that make complex ideas clear, accessible and compelling for credit union leaders and the broader financial services industry. Working across teams and...

We are adding a Support Specialist (Funeral Home) to our team! This is a hybrid position requiring to be In-Office 10 days per month. 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 employees to get involved, learn,...

The Opportunity M3 is seeking a strategic and forward-thinking Director of Financial Planning & Analysis to lead enterprise financial planning, forecasting, performance management, analytics, and finance transformation. This role will partner closely with executive and business leaders to strengthen financial visibility, deliver actionable insights, and support informed decisions across the organization.   The Director will oversee budgeting and forecasting processes, financial modeling, executive reporting, business intelligence, planning technology, and finance modernization. This leader will also develop the FP&A team and foster a culture of accountability, collaboration, innovation, and continuous improvement.   How You Will Make an Impact Lead annual budgeting, rolling forecasts, long-range planning, scenario analysis, and financial modeling Partner with executive and operational leaders to evaluate business performance, financial drivers,...

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: The role of Senior Counsel is for a legal professional who will be responsible for utilizing legal expertise to advise the activities of all levels of management, including all those who are conducting company business. A successful individual filling this Senior Counsel role will effectively build partnerships with business customers, have solid leadership skills and...

The Opportunity Our Marketing Internship Program offers hands-on experience supporting marketing, communications, and promotional initiatives in a mission-driven organization. This role provides exposure to content creation, digital and social media marketing, event promotion, market research, marketing analytics, and project coordination. The intern will gain practical experience developing marketing materials, supporting campaigns and events, gathering audience insights, and helping track the effectiveness of marketing efforts while building relationships with professionals across the organization.   How You Will Make an Impact Gain real-world experience supporting marketing and communications initiatives Assist with creating and editing content for email, social media, web, and promotional materials Support event, program, and organizational initiative marketing efforts Help manage social media scheduling and digital marketing activities Conduct...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking an Associate (Environmental and Energy) Broke r  to join our growing team!  The Associate Broker Works directly with an established broker under general supervision of operations leader and office leader. The associate brokers' primary duties are to review insurance submissions and applications to evaluate, qualify and market individuals and groups for insurance.  How You Will Contribute:   Examine application forms, inspection reports, insurance maps, and loss runs to assess risk factors such as ISO classifications, applicant financials, age, occupation, accident history, and property condition.  Review company records to determine the amount of insurance in force on single or closely related risks, evaluating potential losses from catastrophes or excessive coverage.  Broker risks by...

A career at Auto-Owners is challenging and rewarding.  Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated individual to join our team as a Claims Intern. The position requires the person to: Investigate and assemble facts, determine policy coverage, evaluate the amount of loss, analyze legal liability and pay or deny losses.  Become familiar with insurance coverage by studying insurance policies, endorsements and forms.  Work towards the resolution of claims, and may attend arbitrations, mediations, depositions, or trials as necessary. Ensure that claims payments are issued in a timely and accurate manner. Service the needs of agents, policyholders and others.  Handle investigations by phone, mail and on-site investigations. Desired Skills & Experience Students should be currently...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking an Associate (Environmental and Energy) Broke r  to join our growing team!  The Associate Broker Works directly with an established broker under general supervision of operations leader and office leader. The associate brokers' primary duties are to review insurance submissions and applications to evaluate, qualify and market individuals and groups for insurance.  How You Will Contribute:   Examine application forms, inspection reports, insurance maps, and loss runs to assess risk factors such as ISO classifications, applicant financials, age, occupation, accident history, and property condition.  Review company records to determine the amount of insurance in force on single or closely related risks, evaluating potential losses from catastrophes or excessive coverage.  Broker risks by...