13 finance jobs found in West Bend, WI

Description Summary: The Equipment Finance Sales Associate works closely with the Retail Bank and Business Solutions Team to create Optimal Customer Relationships (OCR) through education on equipment finance products and acting as a centralized point of contact between the Retail Bank and Equipment Finance organization. This role also acts as the Relationship Manager for the Retail Bank portfolio in Equipment Finance. Duties and Responsibilities : Prepare and present Equipment Finance industry updates and product details to the Retail Bank markets and Business Solutions team Work with Portfolio Manager to secure complete financial packages and deliver credit decisions in a concise manner Prepare and present equipment finance proposals Work closely with Sales Coordinators to help prepare documentation that meets internal and external regulatory requirements Maintain and manage a high-quality...

Description Summary: The Equipment Finance Sales Coordinator is responsible for providing general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. Responsible for the documentation requirements of equipment lease and loan transactions.  Work independently with clients and all internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected. Duties & Responsibilities: Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and internal transaction parameters. Responsible for ensuring ownership interest in the equipment and/or security interest in the...

Description Summary: The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. They own the primary responsibility for the credit and monitoring of Commercial portfolio risks.  Duties and Responsibilities: Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers....

Company Overview Recognized as a  Milwaukee Journal Sentinel  Top Workplace for 14 consecutive years, including three years of being honored as number one! Join us at West Bend, where we believe that our associates are our greatest asset. We hire talented individuals who are conscientious, dedicated, customer focused, and able to build lasting relationships. We create and maintain an environment where you feel a sense of belonging and appreciation. Your diversity of thought, experience, and knowledge are valued. We’re committed to fostering a welcoming culture, offering you opportunities for meaningful work and professional growth. More than a workplace, we celebrate our successes and take pride in serving our communities. Job Summary Analyzes and interprets insurance data to support ratemaking, pricing, and reserving decisions. Develops and maintains statistical reports, recommends rate changes, and provides data-driven...

Sr. Workers Compensation Claims Professional SFM – The Work Comp Experts Work somewhere you love SFM is unique in that we are small enough that your voice is heard but has all the benefits and perks of a larger employer. We value your opinion, help you reach your goals, and make it easy for you to maintain a work-life balance. SFM is committed to creating the best work environment and believes that our exceptional and motivated employees are our greatest strength. SFM emphasizes work life balance, and our benefit package is designed to assist you navigate your work-life journey. Our benefits include: Affordable Medical, Dental, Vision Insurance, HSA, FSA Flexible hybrid work environment Traditional and Roth 401(k) plans with company match Company contributions to help pay off student loans Monthly home internet allowance Free life insurance, STD & LTD Opportunities for annual gainshare bonus  Pet insurance Generous PTO 9 paid holidays...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope,...

The Opportunity Are you a strategic technology leader ready to transform HR operations in a dynamic insurance brokerage? As an HRIS Manager at M3, you'll be at the forefront of HR technology innovation—leading the strategic direction and optimization of all HR systems across our organization. This role offers an exciting blend of technology leadership, data analytics, and cross-functional collaboration. But it’s also a hands-on role: you won’t just guide the vision—you’ll be actively executing it. From configuring systems to building reports and solving real-time challenges, you’ll be both the strategist and the doer, driving meaningful change through technology in a growing organization.   How You Will Make an Impact Take ownership of HR technology strategy, leading the implementation and optimization of platforms like UKG, Workday, and performance management tools to enhance operational efficiency and employee experience. Drive data-driven decision making...

We know that finding the right role is a two-way street — sometimes, the right opportunity just hasn’t been posted yet. If you’re passionate about what you do, curious about a career with one of Wisconsin’s largest independent insurance agencies, and think R&R could be the place for you, we encourage you to apply here. This general application is for individuals who don’t see a specific opening that fits their experience right now, but want to be considered for future opportunities across any of our teams — including: Client Services (Personal, Commercial, Employee Benefits, or Wealth Management) Sales & Business Development Marketing & Communications HR & Talent Acquisition Finance & Accounting Administrative Support Claims, Risk Management & Safety Technology & Systems Support Whether you’re experienced in the insurance industry or just starting your career journey, we believe the right fit starts with the right people....

We know that finding the right role is a two-way street — sometimes, the right opportunity just hasn’t been posted yet. If you’re passionate about what you do, curious about a career with one of Wisconsin’s largest independent insurance agencies, and think R&R could be the place for you, we encourage you to apply here. This general application is for individuals who don’t see a specific opening that fits their experience right now, but want to be considered for future opportunities across any of our teams — including: Client Services (Personal, Commercial, Employee Benefits, or Wealth Management) Sales & Business Development Marketing & Communications HR & Talent Acquisition Finance & Accounting Administrative Support Claims, Risk Management & Safety Technology & Systems Support Whether you’re experienced in the insurance industry or just starting your career journey, we believe the right fit starts with the right people....

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The world isn’t standing still, and neither is Allstate. We’re moving quickly, looking across our businesses and brands and taking bold steps to better serve customers’ evolving needs. That’s why now is an exciting time to join our team. You’ll have opportunities to take risks, challenge the status quo and shape the future for the greater good. You’ll do all this in an environment of excellence and the highest ethical standards – a place where values such as integrity, inclusive diversity and accountability are paramount. We empower...

About Auris   Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM) , you will report to the Payroll Division Manager (PDM) .  Activities include explaining our value proposition to clients via Atlas CRM,...

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 an Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing...

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 an Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and managing...