Personal Banker - To 60K - Milwaukee, WI - Job 3581

Personal Banker – To $60K – Roselle, IL – Job # 3251 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our community bank client is seeking to fill a Personal Banker role in the Roselle, IL market. The successful candidate will be performing all customer service functions while maintaining positive relationships with coworkers and customers. The position includes a generous salary of up to $60k plus incentives and an excellent benefits program. Personal Banker responsibilities include: Managing customer accounts. Opening, closing, and overseeing all transactions. Managing loan pipeline, understanding loan documentation, and following through to obtain all required documentation from members. Communicating with customers and resolving basic inquiries for deposit and basic loan questions. Performing account maintenance for customers who are interested in other banking products. Ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services. Accepting and inputting loan applications to assist customers in completing the loan process and helping to obtain the required documentation. Processing additional functions including detailed reporting as assigned. Providing solutions to customers regarding financial products and services. Developing and maintaining a working knowledge of all Banks’ products and services. Escalating issues to supervisor when necessary. Assisting management in training and mentoring less experienced personal financial officers. Performing other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School Diploma or equivalent. Two years of experience in customer service or comparable positions. Experience in loan sales, application generation, and loan closing experience at a financial institution. Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan stipulations, scheduling closings, and processing loan documents. Successful ability to sell ancillary insurance products. Ability to build positive relationships within the bank and capable of establishing professional expertise through integrity, dedication, and strategic counsel. Strong written and oral communication skills; must be able to convey complex concepts in a clear and concise manner. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

About PrePass PrePass® is North America's most trusted weigh station bypass and toll management platform. We’re transforming how the transportation industry operates—creating solutions that keep trucks moving safely, efficiently, and compliantly. This means making bold decisions and building systems that support not only fleets but the broader economy. It all starts with enabling commercial vehicles to keep rolling with seamless toll management, weigh station bypass, and safety solutions. It’s what we do best, and we do it to meet the demands of the road every day. That’s why people join us: our solutions are implemented in real-time, on highways and interstates across the nation, helping fleets go farther, faster. This work challenges and rewards, presenting complex problems that need ambitious answers. We hire bold thinkers with a heart for impact, a passion for progress, and the optimism to shape the future of transportation. About the Role We’re seeking a strategic and technically skilled Finance Transformation Manager to lead the modernization of our financial data operations across multiple business entities. This high-impact role will manage a team of transformation analysts while remaining actively involved in designing and delivering scalable automation and reporting solutions. This role requires a unique blend of technical fluency, finance and accounting domain knowledge, and strong leadership capabilities. You’ll collaborate cross-functionally with Finance, BI, and DevOps to streamline legacy systems, enhance data quality, and guide the development of a future-state architecture. What You’ll Do Lead, mentor, and support a team of Finance Transformation Analysts—providing coaching, technical guidance, and career development Act as a hands-on player-coach, balancing direct project contributions with strategic leadership Prioritize and manage a transformation backlog aligned to Finance and business objectives Architect and oversee the development of automated workflows using tools such as Microsoft Fabric, Azure Data Factory, SQL, Python, and Power BI Partner cross-functionally with Finance, BI, and DevOps to ensure unified architecture and scalable solutions Promote the adoption of modern data engineering and reporting practices across the Finance function Monitor performance metrics and outcomes to evaluate and refine transformation strategies Own and evolve processes around data validation, traceability, and documentation to support audit readiness and ensure data integrity Requirements What You’ll Bring 8+ years of experience in Finance Transformation, BI, or Data Engineering, including 2+ years in a leadership or project ownership role Advanced technical expertise in SQL, Microsoft Fabric, Azure Data Factory, Power BI, and Python Demonstrated experience designing scalable data workflows for Finance or Accounting functions (e.g., financial close, reconciliations, audit preparation) Proven track record integrating ERP, billing, and other financial systems into enterprise data platforms Practical understanding of data modeling and architecture (e.g., star schema, lakehouse, medallion architecture) Experience managing cross-functional projects and working with both technical and business stakeholders Excellent leadership and communication skills, with the ability to influence, prioritize, and execute in a fast-paced environment Bachelor’s degree in Finance, Accounting, MIS, Computer Science, or a related field (Master’s preferred) Benefits How We Will Take Care of You Robust benefit package that includes medical, dental, and vision that start on date of hire. Paid Time Off, to include vacation, sick, holidays, and floating holidays. 401(k) plan with employer match. Company-funded “lifestyle account” upon date of hire for you to apply toward your physical and mental well-being (i.e., ski passes, retreats, gym memberships). Tuition Reimbursement Program. Voluntary benefits, to include but not limited to Legal and Pet Discounts. Employee Assistance Program (available at no cost to you). Company-sponsored and funded “Culture Team” that focuses on the Physical, Mental, and Professional well-being of employees. Community Give-Back initiatives. Culture that focuses on employee development initiatives.

Are you a leader who has the following traits? Competitive Ambitious Coachable Communicative Self-disciplined Authentic   If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.   What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.   How we will compensate you: You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. What you’ll gain: Training and development: We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance: When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Qualifications To apply for the position of Financial Professional Advisor with our Iowa General Office, you must currently reside in the state of Iowa. Compensation $120,000 - $250,000 yearly About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Are you a leader who has the following traits? Competitive Ambitious Coachable Communicative Self-disciplined Authentic   If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.   What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.   How we will compensate you: You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. What you’ll gain: Training and development: We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents. Digital tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance: When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. Qualifications To apply for the position of Financial Professional Advisor with our Iowa General Office, you must currently reside in the state of Iowa. Compensation $120,000 - $250,000 yearly About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Job Summary  We are seeking an ambitious Director of FP&A with strong experience leading business growth and optimization through financial modeling, forecasting, and analysis. This is a highly cross-functional role that will collaborate with executives and managers across the company, reporting to the VP of Finance and Operations, and working closely with the Accounting and Business Intelligence departments. The Director of FP&A drives operational excellence by implementing best practices, scalable automations, and proactive communication. The ideal candidate is professional and innovative, with a service and data-oriented mindset...If this is you we invite you to apply to join the Networx, Finance team. What you’ll do:  Executive reporting. Produce crisp dashboards, scorecards, and monthly board‑ready presentations that turn data into clear business narratives. Own planning & forecasting. Lead the annual budget, quarterly forecasts, and long‑range strategic plan, ensuring models are driver‑based and transparent. Build & maintain financial models. Develop dynamic models to evaluate new initiatives, scenario test, and guide resource allocation. Close & variance analysis. Support monthly close; deliver variance, trend, and sensitivity analyses that spotlight risks and opportunities. Performance improvement. Partner with Accounting, BI, HR, and business leaders to unlock efficiencies, expand margins, and track savings. Process leadership. Standardize FP&A templates, KPIs, and workflows, embedding best practices across the organization. Requirements What you’ll need:  Bachelor’s in Finance, Economics, or a related quantitative field. 5–7+ years of progressive FP&A or corporate‑finance experience with direct ownership of budgeting, forecasting, and decision support. Advanced Excel/Google Sheets skills; hands‑on expertise with ERP/GL systems (QuickBooks Online or similar) and BI tools (e.g., Tableau). Proven storyteller able to distill complex analyses into concise, persuasive recommendations for senior executives. Demonstrated record of driving cross‑functional initiatives, juggling competing priorities, and delivering under tight deadlines. High integrity, accountability, and leadership presence in fast‑growth environments. Nice to Have MBA or Masters in Finance, Economics, or related quantitative field. Networx We're on a mission to help homeowners build, protect, and invest in their homes—and grow the businesses that support them daily. Join us! At Networx, we empower great people to do great work! Our core values are Mission First, Innovate to Add Value, Care Deeply-Win Together, and Act with Speed, Integrity, and Ownership. These values guide our behaviors, and bold targets encourage us to bring our best selves to work daily. Our innovative, collaborative, and growth-focused culture will help us all share the rewards of meeting our company mission. Benefits What you'll Earn Health Care Plan (Medical, Dental & Vision) FSA and HSA Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Bereavement & 9 Paid Holidays) Short-Term & Long-Term Disability Training & Development Hybrid Work Model Wellness Resources Competitive pay and bonus Networx proudly supports diversity in the workplace and is an Equal Opportunity Employer. The expected base salary range for this position is $160,000 to $175,000 per year. This position is eligible for an annual cash bonus and equity rewards. The salary offered may vary depending on factors such as job-related knowledge, skills, and experience. Salary ranges are provided for New York City-based roles as required by New York City Human Rights Law. DISCLAIMER: The above information in this description has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. #LI-SS2

Job Summary  We are seeking an ambitious Director of FP&A with strong experience leading business growth and optimization through financial modeling, forecasting, and analysis. This is a highly cross-functional role that will collaborate with executives and managers across the company, reporting to the VP of Finance and Operations, and working closely with the Accounting and Business Intelligence departments. The Director of FP&A drives operational excellence by implementing best practices, scalable automations, and proactive communication. The ideal candidate is professional and innovative, with a service and data-oriented mindset...If this is you we invite you to apply to join the Networx, Finance team. What you’ll do:  Executive reporting. Produce crisp dashboards, scorecards, and monthly board‑ready presentations that turn data into clear business narratives. Own planning & forecasting. Lead the annual budget, quarterly forecasts, and long‑range strategic plan, ensuring models are driver‑based and transparent. Build & maintain financial models. Develop dynamic models to evaluate new initiatives, scenario test, and guide resource allocation. Close & variance analysis. Support monthly close; deliver variance, trend, and sensitivity analyses that spotlight risks and opportunities. Performance improvement. Partner with Accounting, BI, HR, and business leaders to unlock efficiencies, expand margins, and track savings. Process leadership. Standardize FP&A templates, KPIs, and workflows, embedding best practices across the organization. Requirements What you’ll need:  Bachelor’s in Finance, Economics, or a related quantitative field. 5–7+ years of progressive FP&A or corporate‑finance experience with direct ownership of budgeting, forecasting, and decision support. Advanced Excel/Google Sheets skills; hands‑on expertise with ERP/GL systems (QuickBooks Online or similar) and BI tools (e.g., Tableau). Proven storyteller able to distill complex analyses into concise, persuasive recommendations for senior executives. Demonstrated record of driving cross‑functional initiatives, juggling competing priorities, and delivering under tight deadlines. High integrity, accountability, and leadership presence in fast‑growth environments. Nice to Have MBA or Masters in Finance, Economics, or related quantitative field. Networx We're on a mission to help homeowners build, protect, and invest in their homes—and grow the businesses that support them daily. Join us! At Networx, we empower great people to do great work! Our core values are Mission First, Innovate to Add Value, Care Deeply-Win Together, and Act with Speed, Integrity, and Ownership. These values guide our behaviors, and bold targets encourage us to bring our best selves to work daily. Our innovative, collaborative, and growth-focused culture will help us all share the rewards of meeting our company mission. Benefits What you'll Earn Health Care Plan (Medical, Dental & Vision) FSA and HSA Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Bereavement & 9 Paid Holidays) Short-Term & Long-Term Disability Training & Development Hybrid Work Model Wellness Resources Competitive pay and bonus Networx proudly supports diversity in the workplace and is an Equal Opportunity Employer. The expected base salary range for this position is $160,000 to $175,000 per year. This position is eligible for an annual cash bonus and equity rewards. The salary offered may vary depending on factors such as job-related knowledge, skills, and experience. Salary ranges are provided for New York City-based roles as required by New York City Human Rights Law. DISCLAIMER: The above information in this description has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. #LI-SS2