Job Location West Suburban YMCA Wauwatosa, 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 the

Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. Responsible for partnering with assigned "Financial Advisor Mentor" to develop and implement sales techniques

Understanding of and ability to articulate full scope of JFG products and services. Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance. Research and handle client inquires and enter trades when requested by clients and advisor. Responsible for accurately opening, closing an

As an Enterprise Strategy Consultant, you'll develop new and groundbreaking strategies to further our purpose to make health care better for all by solving complex challenges that transform health care and have a real impact on the lives of our customers and communities. The Enterprise Consulting team leads at the intersection of health care and strategy to deliver adviso

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

Patient Financial Advocate Join the transformative team at City of Hope , where we're changing lives and making a real difference in the fight against cancer, diabetes, and other life threatening illnesses. City of Hope's growing national system includes its Los Angeles campus, a network of clinical care locations across Southern California, a new cancer center in Orange

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

Job Location Tri County YMCA Menomonee Falls, 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

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

Identify, develop, maintain, and manage a diverse client portfolio with Municipalities and WisDOT Manage municipal/DOT clients' real estate needs, including Acquisition cost estimating Appraisal Negotiation Acquisition/Relocation Setting and maintaining project budgets and overseeing projects Lead, mentor, and develop staff and a team of real estate professionals Real Est

Advises students who apply for short term institutional loans. Advises students on educational related financial matters including budget planning, repayment of loans and grants, and related financial aid options. Assists students in filing formal applications for all types of student aid including work study, loans, grants and scholarships; explains related procedures, r

Calculates and provides patients with personalized estimates of their financial responsibility based on their insurance coverage prior to service. Communicates patient liability clearly and accurately while adequately explaining concepts such as deductibles, coinsurance, and/or copayments and how they may affect the cost of care. Explains how non covered and out of networ

OUR HERITAGE BENEFITS YOUR FUTURE! Here at TWIN DISC, we have a proud history of developing and pioneering transmission and propulsion solutions for equipment that fuels the world. Over the years, we’ve built a strong company that is centered on innovation and employee ingenuity making us an industry leader and respected throughout the markets we serve. As we contin

Prepare daily, monthly, quarterly and annual reports accurately within established timelines. Accurately process daily transactions and monitor accounts. Reconcile and balance cash on a daily basis. Reconcile account information across multiple applications and sources. Support front end office users. Calculate, collect and reconcile fees. Plan and implement application u