Small Business Banker jobs in Waukesha, WI

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Small Business Accounting Associate – Brookfield
  • Vrakas
  • Brookfield, WI FULL_TIME
  • Small Business Accounting Associate

    Vrakas CPAs Advisors is one of the largest independent CPA firms in the Midwest. We are looking for an Experienced Small Business Accounting Associate to join our team. The ideal candidate is a self-starter looking to blaze a career path at their own pace. A key player who will help take our firm to the next level. We are not just filling a job, but providing a fantastic career opportunity. We encourage and support involvement with our clients’ businesses from all team members. This allows you to develop as a business advisor at the same time you gain valuable accounting and leadership skills.

    Responsibilities & Opportunities

    • Gain hands-on experience and training in assisting our small business accounting clients with the preparation of their monthly, quarterly, and annual financial statements.
    • Complete special projects at the requests of our clients in support of their financial reporting needs.
    • Gain hands-on experience and training in various areas, working with our clients who compete in a wide variety of industries.
    • Numerous opportunities to work directly with partners, managers, and other members of the Vrakas team.
    • Work directly with our clients and their owners.
    • Work in an environment structured around providing personalized learning opportunities for all team members so that everyone is able to have a positive and beneficial experience.
    • Enjoy friendships, social activities, and team outings and encourage a work-life balance.
    • Assist in the preparation of various tax returns including corporate, partnership, and individual returns as well as other federal and state filings.
    • In conjunction with the preparation of these returns, Accounting Associates will develop experience on a variety of tax planning and research projects.

    Requirements

    Successful candidates will have:
    • Entry-Level Position
    • a two-year degree in Bookkeeping or Accounting
    • The ability to work effectively in a team environment with all levels of client personnel in various industries
    • Excellent written/verbal communication and collaboration skills
    • Integrity within a professional environment
    • Experience in Bookkeeping is a plus
    • Knowledge in QuickBooks or Sage is a plus
    Aggressive compensation potential, commensurate on past performance and experience; 401K, profit sharing, comprehensive insurance benefits portfolio, vacation, PTO, and more. For more information about our benefits, visit our Culture & Benefits page under the Career's tab. Vrakas is fiercely independent and steadfast in its desire to remain one of the largest locally-owned CPA firms in Wisconsin and surrounding markets. To learn more about the position, apply below or contact our Director of Talent, Tara Tomter at ttomter@vrakascpas.com
  • 10 Days Ago

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Veterinary Technician - Credentialed
  • Small Animal Hospital
  • Milwaukee, WI FULL_TIME
  • In search of a full-time or part time CVT/RVT to join our team! $1000 SIGN ON BONUS!! We are a busy 5 doctor day practice servicing dogs, cats, rabbits, and pocket pets. The technical staff at our cli...
  • 1 Day Ago

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Sales support administrator
  • Coldwell Banker Realty
  • Mequon, WI FULL_TIME
  • The Sales Support Administrator will be responsible for coordinating and supporting sales office operations in the local branch office. The ideal candidate will have a strong service background, atten...
  • 4 Days Ago

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Banker
  • Bank of Montreal
  • Mayville, WI FULL_TIME
  • Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...
  • 19 Days Ago

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Banker
  • BMO
  • Menomonee Falls, WI FULL_TIME
  • Application Deadline : 05 / 30 / 2024 Address : N82 W15415 Appleton Avenue Job Family Group : Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies cus...
  • 1 Day Ago

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Banker
  • BMO
  • Sheboygan, WI FULL_TIME
  • Application Deadline : 05 / 30 / 2024 Address : 414 Buffalo Street 414 Buffalo Street Job Family Group : Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Ide...
  • 1 Day Ago

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0 Small Business Banker jobs found in Waukesha, WI area

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Accountant
  • Vector Surgical
  • Menomonee Falls, WI
  • Job Description Job Description Accountant Vector SurgicalTM is an award-winning medical device company. Small yet dynam...
  • 4/24/2024 12:00:00 AM

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • Waukesha, WI
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 4/24/2024 12:00:00 AM

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Financial Professional Trainee - Benefits + 401K
  • Hiring Now!
  • Waukesha, WI
  • Financial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categor...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - DIRECT HIRE (12 Month Register) AMENDED
  • Department Of The Treasury
  • Waukesha, WI
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Waukesha, WI
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Waukesha, WI
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - Direct Hire - Incentive eligible-AMENDED
  • Department Of The Treasury
  • Waukesha, WI
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 4/22/2024 12:00:00 AM

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Supervisory Internal Revenue Agent (Examiner) - MSP, Temp NTE 1 Yr MBE MBMP, 12 Month Roster Amended
  • Department Of The Treasury
  • Waukesha, WI
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SBSE)DIVISION? A description of the business units can be found at: htt...
  • 4/22/2024 12:00:00 AM

Waukesha (/ˈwɔːkɪʃɔː/) is a city in and the county seat of Waukesha County, Wisconsin, United States. It is part of the Milwaukee metropolitan area. Its population was 70,718 at the 2010 census. The city is adjacent to the Town of Waukesha....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Small Business Banker jobs
$60,904 to $87,981
Waukesha, Wisconsin area prices
were up 1.8% from a year ago

Small Business Banker
Assist the Team Lead in coaching and developing of Branch Business Banking Sales process to improve Branch Business Banking results.
November 17, 2022
Participate in business development activities that will result in new business to the organization.
February 11, 2023
Represent the company in community/economic development activities and initiatives.
March 07, 2023
Adheres to new account opening procedures to prevent fraud.
March 07, 2023
Demonstrated ability to interpret financials, analyze cash flow and financial strengths and weaknesses of a business/commercial client and provide a credit opinion for a loan or deposit request that is within the established credit culture.
April 04, 2023
Provide exceptional customer service, ensuring accuracy and customer satisfaction for all customer accounts and customer service inquires.
April 06, 2023
Develop and maintain relationships with major commercial real estate and small business lending clients and stakeholders.
May 19, 2023
Requires exceptional written and verbal communication skills including the ability to clearly communicate and explain complex banking, lending and legal regulations and documents.
May 20, 2023
Training, strategies and tools to support your personal growth and the development of strong customer relationships.
May 21, 2023