Last updated: 2025-04-29

11 Financial Services Sales And Management jobs in Milwaukee.

Hiring now: Mortgage Loan Officer @ Marine Cre, Merrill Financial Solutio @ Merrill We, Dna Account Mgr @ Fiserv.Explore more at jobswithgpt.com. at kaamvaam.com

🔥 Skills

Customer Service (4) relationship management (4) business development (4) Mortgage (3) Loan Officer (3) Credit Union (3) Financial Sales (3) Loan Applications (3) Loan Documentation (3) Business Development (3)

📍 Locations

Milwaukee (6) Kenosha (1) Mequon (1) Racine (1) Waukesha (1) Wauwatosa (1)
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Marine Credit Union

Mortgage Loan Officer Kenosha
Skills & Focus: Mortgage, Loan Officer, Credit Union, Financial Sales, Loan Applications, Customer Service, Loan Documentation, Business Development, Risk Management, Networking

Merrill Wealth Management

Merrill Financial Solutions Advisor Mequon
Skills & Focus: wealth management, investment products, relationship management, client solutions, financial investments, business development, goal setting, client experience, financial advisory, portfolio management
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Type: Full-time

Fiserv, Inc.

DNA Account Manager Milwaukee
Skills & Focus: Account Manager, client satisfaction, customer service, financial technology, relationship management, client retention, consultative approach, implementation, process improvements, financial services regulations
About the Company: Fiserv is a global leader in payments and financial technology with more than 40,000 associates proudly serving clients in more than 100 countries.
Experience: 2-4 years of equivalent combination of educational background, related experience, and/or military experience; 2+ years experience in customer service/contact, preferably in a financial institution environment.
Type: Full-time
Benefits: Medical, Vision and Dental Benefits; 401k, Employee Stock Purchase Plans and Incentives & Bonuses; Paid Time Away.

Marine Credit Union

Mortgage Loan Officer Milwaukee
Skills & Focus: Mortgage, Loan Officer, Credit Union, Financial Sales, Loan Applications, Customer Service, Loan Documentation, Business Development, Risk Management, Networking

Merrill Wealth Management

Merrill Financial Solutions Advisor Milwaukee
Skills & Focus: wealth management, investment products, relationship management, client solutions, financial investments, business development, goal setting, client experience, financial advisory, portfolio management
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Type: Full-time

Fiserv, Inc.

Account Manager Milwaukee
Skills & Focus: Account Management, Client Satisfaction, Relationship Management, Consultative Approach, Financial Technology, Process Improvements, Client Retention, Customer Service, Financial Services Regulations, Operational Relationships
About the Company: Fiserv is a global leader in payments and financial technology with more than 40,000 associates proudly serving clients in more than 100 countries.
Experience: 2-4 years of direct Account Management experience
Benefits: Medical, Vision and Dental Benefits, 401k, Employee Stock Purchase Plans and Incentives & Bonuses
Account Manager Milwaukee
Skills & Focus: client satisfaction, operational relationships, service delivery, consultative approach, financial technology, relationship based meetings, client retention, problem solving, process improvements, regulations compliance
About the Company: Fiserv is a global leader in payments and financial technology with more than 40,000 associates proudly serving clients in more than 100 countries.
Experience: 2-4 years
Benefits: Medical, Vision and Dental Benefits, 401k, Employee Stock Purchase Plans and Incentives & Bonuses, Paid Time Away
Account Manager Milwaukee
Skills & Focus: Account Manager, client satisfaction, financial technology, relationship-based meetings, project implementation, client retention, consultative approach, enterprise problem resolution, service delivery, regulations compliance
About the Company: Fiserv is a global leader in Fintech and payments, moving money and information quickly, reliably, and securely.
Experience: 6+ years of an equivalent combination of educational background, related experience, and/or military experience; 5+ years experience in banking/financial technology or financial industry; 5+ years experience in customer service/contact, preferably in a financial institution environment.
Type: Full-time
Benefits: Medical, Vision and Dental Benefits; Comprehensive benefit plans; 401k, Employee Stock Purchase Plans; Paid Time Away; …

Marine Credit Union

Mortgage Loan Officer Racine
Skills & Focus: mortgage loans, loan applications, financial analysis, member service, credit management, business development, loan documentation, regulations, community networking, risk management
About the Company: Marine Credit Union is a member-focused financial institution dedicated to providing quality financial services and products to our members.
Experience: Previous consumer lending experience preferred.
Type: Full-time
Benefits: 3 Month Guaranteed Bonus, exceptional member service, and additional enterprise product promotion.

Merrill Wealth Management

Merrill Financial Solutions Advisor Waukesha
Skills & Focus: wealth management, investment products, relationship management, client solutions, financial investments, business development, goal setting, client experience, financial advisory, portfolio management
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Type: Full-time

Marine Credit Union

Mortgage Loan Officer Wauwatosa
Skills & Focus: Mortgage, Loan Officer, Credit Union, Financial Sales, Loan Applications, Customer Service, Loan Documentation, Business Development, Risk Management, Networking