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At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Financial Advisor to join our CB Investments team. As a Financial Advisor at Citizens Bank you will Consult on investment and insurance strategies, as well as the development of financial plans for clients. Build
Posted 1 day ago
Analyze, present and make approval recommendations on loans that meet policy criteria to the Board of Directors or Loan Committee. Analyze and rate the risk of each borrower, based on credit/accounts receivables audits, inventory audits, real estate appraisals, liquidity, market position, overall business climate, and financial statements, loan covenants, or other information as requested. Provide
Posted 1 day ago
Citizens Bank
- Muskego, WI
Represents the Bank to customers in a courteous, professional manner Processes transactions in an enthusiastic, courteous, and prompt manner in conformance with policies and procedures Provides customers with outstanding service Cross sells Bank products to customers Maintains and balances a teller drawer Views basic account history and answers account questions Processes Vertex transactions inclu
Posted 1 day ago
Citizens Bank
- Mukwonago, WI
Represents the Bank to customers in a courteous, professional manner Processes transactions in an enthusiastic, courteous, and prompt manner in conformance with policies and procedures Provides customers with outstanding service Cross sells Bank products to customers Maintains and balances a teller drawer Views basic account history and answers account questions Processes Vertex transactions inclu
Posted 1 day ago
The Customer Support Representative handles all customer calls that come into the Bank needing support for their accounts and services. The Customer Support Representatives provide account support for both business and consumer customers on deposit accounts and loans. The Customer Support Representative's primary responsibilities include account maintenance, reconciling and researching accounts, d
Posted 1 day ago
Listen effectively to customers' requests and promptly take the necessary action to assist them. Effectively cross sell bank products and services Educate customers on utilizing bank products and services Escalate issues immediately and take necessary steps to prevent and/or minimize loss to the bank and/or the customer Take the initiative to follow up, escalate or seek additional resources to ens
Posted 1 day ago
Analyze and make approval recommendations on loans that meet policy criteria Analyze and rate the risk of each borrower Provide financial analysis and create credit presentations utilizing Credit Quest, core, and information provided. Provide comments and write ups on financial conditions of customers, as well as, covenant violations to Loan Officers. Manage a pipeline of loan requests ensuring de
Posted 1 day ago
Analyze and make approval recommendations on loans that meet policy criteria Analyze and rate the risk of each borrower Provide financial analysis and create credit presentations utilizing Credit Quest, core, and information provided. Provide comments and write ups on financial conditions of customers, as well as, covenant violations to Loan Officers. Manage a pipeline of loan requests ensuring de
Posted 1 day ago
Represents the Bank to customers in a courteous, professional manner Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer's needs Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to debit cards, ATM cards, NetTeller, BillPayer,
Posted 1 day ago
Develop and implement recruiting strategies consistent with corporate growth targets Manage and develop Loan Officers Provide a high level of leadership. Work closely with all functional areas to ensure maximum customer satisfaction and operational performance. Prospecting all types of leads (inbound, outbound, and company provided) Network and build a book of business for self generation Coordina
Posted 1 day ago
Citizens Bank
- Mukwonago, WI
Represents the Bank to customers in a courteous, professional manner Processes transactions in an enthusiastic, courteous, and prompt manner in conformance with policies and procedures Provides customers with outstanding service Cross sells Bank products to customers Maintains and balances a teller drawer Views basic account history and answers account questions Processes Vertex transactions inclu
Posted 1 day ago
Citizens Bank
- Mukwonago, WI
Deliver/distribute inter office mail/files to Bank branches Check company vehicles for gas/wash Distribute supplies as needed Any and all other duties as assigned Requirements High School Diploma or GED Ability to lift at least 30lbs Valid Drivers License Proof of Insurance Excellent driving record High level of confidentiality Equal Opportunity Employer of Minorities, Females, Protected Veterans,
Posted 1 day ago
Citizens Bank
- East Troy, WI
Represents the Bank to customers in a courteous, professional manner Processes transactions in an enthusiastic, courteous, and prompt manner in conformance with policies and procedures Provides customers with outstanding service Cross sells Bank products to customers Maintains and balances a teller drawer Views basic account history and answers account questions Processes Vertex transactions inclu
Posted 1 day ago
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