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Procedures Design, coordinate, implement Banker Procedures Maintain/Manage Banker Resource Center SharePoint site which is used to retain Banker Support Activity Procedures and Training links Maintain/Manage Banker Support Activity Procedures Advisory Group to provide feedback regarding Procedure updates/revisions; and ability to access on SharePoint to ensure ease of use
Posted Today
Position Specific Responsibilities Assists with projects related to finance, accounting, and bookkeeping. Should be able to spot trends, and generally be able to interpret daily reporting. Assists with tasks that may include invoice payment, travel vouchers, fixed asset accounting, cash settlement, routine regulatory reporting and account reconciliation through resolution
Posted Today
Johnson Financial Group
- Madison, WI / Racine, WI / Milwaukee, WI / 3 more...
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
Posted Today
Perform cash handling transactions on the teller line. Balance cash drawer daily and verifies cash provided from/returned to the vault. Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. Uncover important financial client needs and make recommendations to provide solutions to their unique financial situati
Posted 2 days ago
Core business understanding of Fiduciary services and Wealth business strategy to proactively support Fiduciary Advisors throughout processes of client implementation, maintenance, and communication. Thorough knowledge of core Wealth and Bank operating platforms specific to Fiduciary services. Responsible for accurately opening and closing of accounts within Wealth operat
Posted 2 days ago
Position Specific Responsibilities Configures or customizes a system or system(s) for business use. Implements changes following a defined process for system changes and tests business functionality. Contact for troubleshooting problems or issues. Identifies areas for improvement and presents recommendations. Business lead for system(s) upgrades, fixs and patches, creatin
Posted 5 days ago
Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recomm
Posted 11 days ago
Position Specific Responsibilities Prepare and review loan closing and funding documentation in an accurate and timely manner for all residential mortgage loan products. Complete all internal funding documentation and distribute as needed. Confirm all closing documents are accurate and prepared as loan was approved by Underwriting. Review and confirm acceptance of all clo
Posted 12 days ago
Position Specific Responsibilities Through interview and observation, obtain an understanding of the processes under review and prepare process maps or narratives that support the process. Conduct audit tests based on direction from auditor in charge (AIC). Prepare clear and concise audit work papers with adequate documentation that supports the audit testing and conclusi
Posted 12 days ago
Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recomm
Posted 13 days ago
Johnson Financial Group
- Milwaukee, WI / Madison, WI / Racine, WI / 2 more...
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
Posted 13 days ago
Position Specific Responsibilities Responsible for resolving customer related issues with a favorable outcome. Performs mortgage loan administration duties including answering incoming customer phone calls, responding to customer inquiries, balloon renewal management, processing mortgage payments and payoffs, preparing mortgage payoff statements, mortgage satisfactions an
Posted 21 days ago
Position Specific Responsibilities Core business understanding of Wealth RPS business and services to proactively support the Wealth RPS Relationship Managers, clients and their participants throughout the processes of client conversion, maintenance, and communication. Understanding and ability to articulate full scope of JFG products and services. Independently handles a
Posted 27 days ago
Position Specific Responsibilities As the Manager of product management, responsible for product life cycle management including the strategy, design, project development plan, financial pricing/performance, and marketing plan for Card Based Products and Merchant Services. Responsibilities related to product management include Identify the need for new products and existi
Posted 27 days ago
Provide support for sales and service team as assigned by Manager. Duties will include, but may not be limited to items below. Mail/Scanning Facilitate process to get all paperwork into our systems including carrier website policy retrieval, scanning incoming mail, downloading from carrier emails. Bind and distribute paperwork to insureds/staff – per written workflo
Posted 29 days ago
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