Dealership near Menomonee Falls area looking for an F&I Manager. Responsible for presenting and selling finance, warranty, and insurance products. Accurately submitting all state, federal, and dealer documents in a timely manner. Must have excellent customer service and communication with customers. Prefer candidates who have experience with Maximtrak program. Maintain hig

Fluent in Spanish Responsible for conducting client history telephone interviews by interview type and can handle moderately complex calls with guidance. Escalates most complex calls and refers requests by underwriters and/or field office staff to a higher level position. Provides service to specific customer groups. Interacts with proposed insureds accordingly by determi

Communicates with guests for transactions, to process registration and complete orders. Educates guests on the Ropes Course, Rock Wall and other physical experiences, proper technique and use of equipment, and safety guidelines Educates guests on game play and wand operation for MagiQuest Maintains the daily operation of the MagiQuest game; documents and/or escalates any

Directs and manages department staff goals, and strategies; evaluates and reviews administrative activities to identify workflow efficiencies and provide appropriate training to allow leverage of tools made available to administrative staff. Evaluates and implements new technology which supports the delivery of Wealth products and services. Core business understanding of

Responsible for conducting client history telephone interviews by interview type and can handle moderately complex calls with guidance. Escalates most complex calls and refers requests by underwriters and/or field office staff to a higher level position. Provides service to specific customer groups. Interacts with proposed insureds accordingly by determining appropriate f

Want to make a difference at a fast growing organization known across Wisconsin for boosting financial education and wealth across entire communities especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the Summit Financial Advisor we're looking for! In this role, you'll help Summit Credit Union's larg

MARS Solutions Group is seeking a dynamic Customer Service Rep Client Interviews on Remote basis to join our Client's team. Our client, a leading financial services firm, provides an array of financial solutions, spanning wealth management, asset management, investment banking, and private equity. Fluent in Spanish Responsible for conducting client history telephone inter

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company, and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you Are you FIS? About the role The Payment Software Professional Services pr

Coordinates, compiles and reviews the operating and capital expenditure budgets, both annually and for long range planning to achieve desired goals and objectives. Develops and refines budgeting techniques to provide leadership with optimum financial control and planning tools. Provides consultation to operating departments on financial modeling and forecasting to establi

Core business understanding of Wealth RPS business and services to proactively support the Wealth RPS Relationship Managers, Wealth RPS Account Managers, clients, and their participants throughout the processes of client conversion, maintenance, and communication. Working as the JFG Coordinator for New Business Conversions. Actively engaged in the client on boarding conve

Perfect opportunity for those seeking financial services or experience in financial planning!

Plans and prepares financial and statistical analyses for new programs, projects, and services. Plans, prepares, communicates, and monitors financial projections including but not limited to revenue and expense statements, balance sheets, cash flow statements, and key financial indicators. Thoroughly understands their inter relatedness and quickly assesses the impact of c

Job Location Southwest YMCA Greenfield, WI Position Type Part Time   Salary Range $11.00 $13.00 Hourly Description GENERAL FUNCTIONS Under the direction of the Membership Director and in accordance with Association policies, the Member Representative is a subject matter expert on the value of Y memberships and program options. The Member Representative will use their

Financial Specialist Milwaukee Area Branches ID 2024 5377 Location City Wauwatosa Category Financial Specialist FTE 1.0 Schedule Availability Monday Friday 8 30am 6 15pm + 6 Saturdays per quarter 8 30am 1 30pm Salary Grade 7 Min USD $23.00/Hr. Mid USD $26.63/Hr. Overview UW Credit Union is growing and hiring a group of Financial Specialists to provide remarkable service a

Private Wealth Advisor II Job Locations US WI Milwaukee Category/Function Trust/Wealth Management Position Type Regular Full Time Requisition ID 2024 14694 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trus