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financial relationship banker Wisconsin

20 financial relationship banker jobs found

12/15/2025  
Customer Experience Banker- Glendale, WI
Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...
Huntington Glendale, WI, USA Full Time
12/02/2025  
Customer Experience Banker Part-Time 30-35 hours - Oak Creek
Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...
Huntington Oak Creek, WI, USA Part Time
11/26/2025  
Customer Experience Banker - Bilingual Spanish - Kenosha Uptown Brass
Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...
Huntington Kenosha, WI, USA Full Time
10/27/2025  
Territory Manager - Personal Lines Featured
The salary range for this job posting is $55,132.00 - $110,642.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. This is a home based role for candidates who reside in Wisconsin. This position requires travel primarily throughout Wisconsin. This position will include a company vehicle. This role will report to a Regional Vice President, Personal Lines. Are you a Referral? If you know a current Encova Insurance associate and would like to apply as a referral, please encourage them to submit your referral information before you submit your application. You will receive an email with a direct URL link to the Job Posting of interest....
Encova Insurance WI, USA Full Time
12/16/2025  
Sales Executive - Group Benefits - Milwaukee Wisconsin
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The primary focus of this role is to develop relationships with licensed health insurance brokers and agencies in order to sell Nationwide's Benefit's health insurance products for groups of 2-50. Even though we are a Fortune 100 Company, our team of 10 make our office seem much more tight-knit. Essential Duties And Responsibilities: Following is a summary of the essential functions for this job: Target and build relationships with licensed health insurances agents/brokers via phone, email, and in person meetings (leads provided) to sell Nationwide's...
Nationwide Milwaukee, WI, USA Full Time
12/11/2025  
Sr. Employee Benefits Consultant - American Heritage
The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? The Standard has completed the acquisition of the Employer Voluntary Benefits business from Allstate. This deal enhances our competitive position in the market with a comprehensive offering of workplace benefits products and capabilities. Job Summary Our Voluntary Benefits Division is growing! The Sr. E mployee Benefits Consultant is responsible for top line premium...
The Standard Milwaukee, WI, USA Full Time
12/09/2025  
Retirement Specialist, CU Plans
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 developing and enhancing our retirement products and services relationships with credit union leaders to ensure internal and external customer satisfaction.  The focus of this role is on the credit union and participant satisfaction with current and new retirement programs and ongoing retention of business.  The role provides high...
TruStage Madison, WI, USA Full Time
12/05/2025  
Insurance Placement Specialist Transportation Fleet
About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Placement Specialist to join our growing team.  The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines,...
Acrisure New Berlin, WI, USA
12/05/2025  
Insurance Placement Specialist Transportation Fleet
About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Placement Specialist to join our growing team.  The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes overseeing timelines,...
Acrisure New Berlin, WI, USA
12/01/2025  
Renewal Underwriting Executive-National Accounts
As a Renewal Underwriting Executive in our National Account business unit, you will provide consistent customized service through professional communication with customers and brokers. Sentry’s dedication to customers is embodied by our best employees. At Sentry, our associates take care of our customers with a passion for service and delivering business results. The primary responsibility is to retain accounts by developing and delivering a comprehensive stewardship process that fosters strong relationships with assigned National Accounts. The Renewal Underwriting Executive applies underwriting policy, philosophy and procedures to evaluate the acceptability of submitted or existing business.  The Renewal Underwriting Executive will serve the Chicago territory and will reside in the Madison, WI, Milwaukee, WI or Stevens Point, WI area. If the selected candidate resides in Stevens Point, WI they will report to our Division Street office location. Based on qualifications and...
Sentry Stevens Point, WI, USA Full Time
11/26/2025  
Commercial Lines Placement Specialist
Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for mid-to-large commercial insurance accounts. This includes overseeing timelines, conducting exposure and...
Acrisure New Berlin, WI, USA
11/20/2025  
Agent Solutions Coordinator (Hybrid - In Office 10 days/Month)
We are adding an Agent Solutions Coordinator 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...
NGL - National Guardian Life Insurance Company Madison, WI, USA Full Time
11/19/2025  
Operational Resiliency Systems Analyst
Primary Details Time Type: Full time Worker Type: Employee The Opportunity The purpose of this role is to administer, maintain , support, and operate key systems and processes to enhance end user experience, ensuring alignment with business priorities. This role involves partnering with business and technology teams to administer, diagnose and resolve system issues, validating ongoing functionality, and strengthening governance through collaboration with internal stakeholders. Additionally, the role aims to drive business efficiency, alignment, and networking within the organization.   •        Location: Sun Prairie, WI •        Work Arrangement: hybrid working expectations •         The starting salary for this role is between $77,000.00 and $115,000.00 Your new role  • Contribute to the preparation and implementation of operational team plans to ensure key issues are considered. Develop and maintain...
QBE Sun Prairie, WI, USA Full Time
11/16/2025  
Associate Account Manager - Commercial Lines
About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an environment...
HUB International Middleton, WI, USA Full Time
11/11/2025  
Life Insurance Specialist - Milwaukee, WI
It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $5,000 Sign-On Bonus Payment Terms: $2500 paid after 30 days of employment, $2500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay 25,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  ·...
AAA - Auto Club Group (ACG) Milwaukee, WI, USA Full Time
11/02/2025  
Associate Account Manager - Commercial Lines
About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an environment...
HUB International Waukesha, WI, USA Full Time
10/23/2025  
Insurance Marketing & Placement Specialist
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Insurance Marketing & Placement Specialist to join our growing team in Milwaukee, WI!       Insurance Marketing & Placement Specialist markets, and implements complex insurance programs . Conduct strategic planning meetings with clients to discuss and recommend risk management programs. Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice. Typically functions as the casualty broker, collaborating with the account team, responsible for overall program design and negotiations with insurers.         How You Will Contribute:     Collaborates in the development of a marketing plan to include creation of insurance specifications, time lines and complete market selections. Negotiates...
Brown & Brown Milwaukee, WI, USA Full Time
10/22/2025  
ERS Field Representative
It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Why Choose a Career with the AAA The Auto Club Group (ACG)       You are great at providing excellent customer service, organized and have an analytical mind. You enjoy a position that will keep you busy, provides you with variety every day and allows you the opportunity to grow professionally. At AAA The Auto Club Group (ACG), you will find that you can have a fulfilling career and will be joining a company that truly cares about their members and employees. Continue reading to see what our Emergency Roadside Service Field Representative opportunities are all about!       A day-in-the-life of an ERS Field Representative       - The ideal candidate will reside in the Milwaukee, WI area. Our Field...
AAA - Auto Club Group (ACG) WI, USA Full Time
09/15/2025  
Agent Solutions Coordinator - Bilingual/Spanish (Hybrid - In Office 10 days/Month)
We are adding an Agent Solutions Coordinator - Bilingual/Spanish 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...
NGL - National Guardian Life Insurance Company Madison, WI, USA Full Time
08/15/2025  
Entry Level Sales Executive - Trucking
This position requires a 10–12-week training session in Dubuque, IA initially. Housing would be supplied if needed.  Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives at our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. Cottingham & Butler Transportation Group provides first-class insurance solutions to...
Cottingham & Butler Madison, WI, USA