FINANCIAL ADVISOR ASSISTANT
Great Midwest Bank is seeking a full time Financial Adviser Assistant to work out of our Brookfield, WI office.
Key Responsibilities:
- Responsible for administrative functions in investments, securities and insurance.
- Creates, maintains and researches confidential client portfolio reports using various portfolio reporting software programs.
- Management of Customer Relationship Management (CRM) software.
- Communicates with clients, prospects and bank employees about financial products and services.
- Assists in ensuring compliance to securities regulations, financial advisor licensing and education requirements.
To qualify for this position, you must have:
- Computer skills adequate for creating/maintaining databases, ability to learn various software packages.
- Excellent written and oral communications, experienced in writing formal business letter and email correspondence.
- Exceptional customer service skills.
- Problem solving and resolving escalated issues, work independently with little direction
Qualifications / Requirements:
- 2 -5 years experience in related fields of securities/insurance/banking industry
- FINRA series 6/7 a plus but not required.
- Strong analytical and reasoning skills.
- Ability to work under pressure, meet daily deadlines and flexible in multi-tasking.
Please email, mail or fax resume to: Human Resources, Great Midwest Bank SSB, 15900 W. Bluemound Road, Brookfield, WI 53005. Fax No. 262-641-1347.
MORTGAGE LOAN OFFICER
Seeking talented professionals for the position of an experienced Mortgage Loan Officer to join our existing team to generate business in the Greater Milwaukee Area. As a member of our professional team, you will be responsible for developing new mortgage loan business, including origination of portfolio and secondary market residential first mortgages & home equity products. Great Midwest is a family-run bank rated the maximum 5 Stars for financial strength by Bauer Financial and prides itself on a simple, fast approval process that will free you of red tape so that you can generate more business!
If you have the following traits, this job may be for you:
- 2+ years of previous mortgage lending experience, preferably in a Community Banking environment, with sound credit skills and some formal credit training.
- Knowledge of various types of mortgage products and services.
- Established network of real estate professionals and other referral sources.
- NMLS registration
- Ability to apply analytical skills to resolve issues.
- Sincere desire to provide excellent customer service.
- Strong sales aptitude with a proven track record.
- Excellent interpersonal, written, and verbal communication skills.
The position offers a competitive compensation and benefits package, career growth possibilities, and most of all a culture that fosters a positive and fun work atmosphere.
Please email, mail or fax resume to: Human Resources, Great Midwest Bank SSB, 15900 W. Bluemound Road, Brookfield, WI 53005. Fax No. 262-641-1347.
CUSTOMER SERVICE REPRESENTATIVE OPPORTUNITIES
Great Midwest Bank has two openings for dependable, customer service oriented individuals to fill a Part Time Customer Service Representative positions.
If you consider yourself to be a flexible individual, enjoy working with people, have prior customer service experience and are looking for a position in banking, Great Midwest Bank may have a position for you as a Customer Service Representative. We are currently looking for a Part Time customer-service orientated individual to join our team to work in our Brookfield, WI Branch location and one in our Hartland, WI Branch location.
To qualify for this position, you must have:
- 1-3 years of previous customer service, and/or cash handling experience. Prior banking experience is preferred.
- Possess good computer skills and knowledge of basic Windows, Word and Excel.
- Have a strong ability to multi-task, be very detail oriented, and be a strong team player-leading by example.
- Excellent internal and external customer service, interpersonal and communication skills.
- Ability to identify and meet our customer service needs.
- Proven abilities of accuracy and attention to detail
- Ability to maintain strict confidentiality
- Exhibits an understanding of and compliance with applicable federal and state banking laws and regulations or obtain the ability to acquire.
Brookfield Branch Location – Approximately 15-25 hours per week
- 2 to 4 Weekday Afternoons – Primarily would work 12-5:30pm – Schedule may vary
- Saturdays 9a-12p
Hartland Branch Location – Approximately 10-18 hours per week-hours may vary
- Work 1-2 Weekdays each week and up to 3 Saturday morning per month 9a-12p
Please email, mail or fax resume to: Human Resources, Great Midwest Bank SSB, 15900 W. Bluemound Road, Brookfield, WI 53005. Fax No. 262-641-1347.
Great Midwest Bank offers competitive benefits and wages along with a pleasant, friendly work environment.
