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 jobswithgpt.com

šŸ”„ 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)

šŸ“ Locations

Milwaukee (6) Kenosha (1) Mequon (1) Racine (1) Waukesha (1) Wauwatosa (1)

Marine Credit Union

Mortgage Loan Officer

Kenosha

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

Merrill Wealth Management

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…

Merrill Financial Solutions Advisor

Mequon

  • Skills: wealth management, investment products, relationship management, client solutions, financial investments, business development, goal setting, client experience, financial advisory, portfolio management
  • 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.

Fiserv is a global leader in payments and financial technology with more than 40,000 associates proudly serving clients in more than 100 countries.

DNA Account Manager

Milwaukee

  • Skills: Account Manager, client satisfaction, customer service, financial technology, relationship management, client retention, consultative approach, implementation, process improvements, financial services regulations
  • 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

Marine Credit Union

Mortgage Loan Officer

Milwaukee

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

Merrill Wealth Management

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…

Merrill Financial Solutions Advisor

Milwaukee

  • Skills: wealth management, investment products, relationship management, client solutions, financial investments, business development, goal setting, client experience, financial advisory, portfolio management
  • 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.

Fiserv is a global leader in payments and financial technology with more than 40,000 associates proudly serving clients in more than 100 countries.

Account Manager

Milwaukee

  • Skills: Account Management, Client Satisfaction, Relationship Management, Consultative Approach, Financial Technology, Process Improvements, Client Retention, Customer Service, Financial Services Regulations, Operational Relationships
  • Experience: 2-4 years of direct Account Management experience

Marine Credit Union

Marine Credit Union is a member-focused financial institution dedicated to providing quality financial services and products to our members.

Mortgage Loan Officer

Racine

  • Skills: mortgage loans, loan applications, financial analysis, member service, credit management, business development, loan documentation, regulations, community networking, risk management
  • Experience: Previous consumer lending experience preferred.
  • Type: Full-time

Merrill Wealth Management

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…

Merrill Financial Solutions Advisor

Waukesha

  • Skills: wealth management, investment products, relationship management, client solutions, financial investments, business development, goal setting, client experience, financial advisory, portfolio management
  • 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: Mortgage, Loan Officer, Credit Union, Financial Sales, Loan Applications, Customer Service, Loan Documentation, Business Development, Risk Management, Networking