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Accountant In Bank Jobs in Wisconsin (NOW HIRING)

U.S. Bank

Mutual Fund Tax Accountant II

Milwaukee, WI · On-site

$66K - $78K/yr

Bachelor's degree in accounting or finance, or equivalent work experience * Two to five years of ... Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities ...

U.S. Bank

Mutual Fund Tax Accountant I

Milwaukee, WI · On-site

$60K - $71K/yr

Bachelor's degree in accounting or finance, or equivalent work experience * One to two years of ... Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities ...

Transwestern

WI · On-site

$56K - $73K/yr

POSITION SUMMARY The Client Accountant performs daily property accounting duties for assigned ... Monitor property bank account cash balances. * Assist in review of prior year CAM, real estate tax ...

Robert Half

Accountant

Madison, WI · On-site

$70K - $75K/yr

This role is ideal for someone with a strong foundation in accounting, solid analytical skills, and ... Reconcile bank accounts, balance sheet accounts, and other key general ledger activity. * Assist ...

Robertson Ryan Insurance

Accountant

Milwaukee, WI · On-site

Position Summary We are seeking a detail-oriented and proactive Accountant to assist in the ... Prepare and maintain monthly bank reconciliations for cash accounts * Support external audits ...

River Town Dental

Accountant

La Crosse, WI · On-site

$70K - $75K/yr

... in a multi-location healthcare, dental, or professional-services environment. * Strong QuickBooks Online proficiency. * Strong knowledge of general ledger accounting, financial statements, bank ...

Founders3

Staff Accountant

Brookfield, WI · On-site

$52K - $68K/yr

We have a great group of accountants and offer a great training program to help you grow in your ... Cash management functions including bank reconciliations, cash flow projections, bank transfers ...

Rivertown Dental

Accountant

La Crosse, WI · On-site

$70K - $75K/yr

... in a multi-location healthcare, dental, or professional-services environment. * Strong QuickBooks Online proficiency. * Strong knowledge of general ledger accounting, financial statements, bank ...

Founders 3 Management Company

Staff Accountant

Brookfield, WI · On-site

$52K - $68K/yr

We have a great group of accountants and offer a great training program to help you grow in your ... Cash management functions including bank reconciliations, cash flow projections, bank transfers ...

ACC Management Group, Inc

Accountant

Oshkosh, WI · On-site

We're seeking a detail-driven Accountant to join our corporate accounting team, delivering accurate ... Ensure monthly bank activities and deposits are performed in a timely manner at each property ...

Bank CMG

Controller

Madison, WI · On-site

Finance & Accounting Type: Full-Time About Bank CMG Headquartered in Madison, Wisconsin, Bank CMG is a premier, full-service community bank dedicated to powering the financial growth of businesses ...

Rivertown Dental

Accountant

La Crosse, WI · On-site

$70K - $75K/yr

... in a multi-location healthcare, dental, or professional-services environment. * Strong QuickBooks Online proficiency. * Strong knowledge of general ledger accounting, financial statements, bank ...

ACC Management Group Inc

Accountant

Oshkosh, WI · On-site

We're seeking a detail-driven Accountant to join our corporate accounting team, delivering accurate ... Ensure monthly bank activities and deposits are performed in a timely manner at each property ...

ACC MANAGEMENT GROUP, INC.

Accountant

Oshkosh, WI · On-site

We're seeking a detail-driven Accountant to join our corporate accounting team, delivering accurate ... Ensure monthly bank activities and deposits are performed in a timely manner at each property ...

Pro-Active Engineering, Inc.

WI · On-site

... reconcile bank accounts, prepare journal entries, and assist with month-end closing, ensuring ... Assists in providing schedules and commentary for account results and variances. * Develops and ...

Robertson Ryan Insurance

Accountant

Milwaukee, WI · On-site

The ideal candidate will have experience in account reconciliations, strong analytical skills, and ... Prepare and maintain monthly bank reconciliations for cash accounts * Support external audits ...

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All JobsAccountant In Bank JobsAccountant In Bank Jobs in Wisconsin

Accountant In Bank information

See Wisconsin salary details

$34.3K

$69K

$109.5K

How much do accountant in bank jobs pay per year?

As of Sep 14, 2026, the average yearly pay for accountant in bank in Wisconsin is $68,965.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $79,200.00 per year, depending on experience, location, and employer.

What is the difference between Accountant In Bank vs Accountant In Corporate?

AspectAccountant In BankAccountant In Corporate
CertificationsCPA, ACCA, or equivalentCPA, ACCA, or equivalent
Work EnvironmentBanking institutions, financial servicesCorporate offices, various industries
Industry UsageFinancial sector, bankingManufacturing, retail, tech, etc.
Job FocusBank transactions, compliance, financial reportingFinancial analysis, budgeting, internal reporting

Accountant In Bank and Accountant In Corporate share similar credentials and certifications, such as CPA or ACCA. However, their work environments differ: Bank accountants operate within financial institutions focusing on banking transactions and compliance, while corporate accountants work in various industries handling internal financial reporting and analysis. Both roles require strong accounting skills but serve different organizational needs.

What can an accountant do at a bank?

An accountant at a bank is responsible for managing financial records, preparing reports, ensuring compliance with regulations, and analyzing financial data. They often use accounting software and may hold certifications such as CPA to perform audits, reconcile accounts, and support financial decision-making.

What are popular job titles related to Accountant In Bank jobs in Wisconsin?

For Accountant In Bank jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Accountant In Bank jobs in Wisconsin look for?

The top searched job categories for Accountant In Bank jobs in Wisconsin are:

What cities in Wisconsin are hiring for Accountant In Bank jobs?

Cities in Wisconsin with the most Accountant In Bank job openings:

Accountant In Bank jobs near you
Infographic showing various Accountant In Bank job openings in Wisconsin as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $68,965 per year, or $33.2 per hour.

Financial Planning & Client Service Coordinator

Monona, WI • On-site

LAKE RIDGE BANK
Finance and Insurance • 201 - 500 employees
Learn more about LAKE RIDGE BANKexternal

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Lake Ridge Bank rating

6.7

Company rating: 6.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

Join Lake Ridge Bank and take the first step toward a rewarding career in financial services! The Financial Planning & Client Service Coordinator plays an important role in supporting our Financial Advisors by delivering exceptional client service, assisting with financial planning and investment-related processes, and helping strengthen client relationships.
This role is an excellent opportunity for a motivated, detail-oriented professional who enjoys helping others and is eager to grow. You'll start in a key support position while gaining valuable experience and exposure to the financial advisory field-with the potential to advance toward becoming a licensed Financial Advisor.
If you're looking for a position where you can build a long-term career, learn from experienced professionals, and make a meaningful impact for clients, apply today with Lake Ridge Bank!
Client Service & Relationship Management

  • Serve as a primary point of contact for clients, providing timely, professional, and courteous service.
  • Prepare materials for client meetings, including financial plans, performance reports, and review packets.
  • Maintain accurate and compliant client files, ensuring data and documentation are up to date.
  • Monitor accounts for changes, unusual activity, and service needs, following up as necessary.
Advisory & Planning Support
  • Assist Financial Advisors in developing and implementing client financial plans and recommendations.
  • Support proposal preparation, investment research, and report generation.
  • Participate in client meetings, take notes, and follow through on action items.
  • Actively engage with the Financial Advisory and Wealth Management Financial Planning Group.
  • Work toward obtaining CFP® designation, SIE, Series 7, 66, and Life & Health licenses within one year to advance into an advisory role.
Business Development & Operations
  • Support marketing and outreach initiatives, including campaigns, client events, and follow-ups.
  • Assist in onboarding new clients, ensuring all documentation is complete and compliant.
  • Collaborate with internal partners to identify opportunities for cross-selling and relationship expansion.
  • Participate in community and networking events to enhance the visibility of the Financial Advisory team.
Compliance & Professional Standards
  • Ensure adherence to all Bank, LPL, and FINRA regulations and internal policies.
  • Maintain strict confidentiality of all client information.
  • Complete all required compliance and continuing education training on an annual basis.
Adhere to all Bank Security/Compliance Regulations
  • Complete all annual bank security and compliance training
  • Adhere to Bank Security/compliance and policy guidelines for commercial loan area.
  • Maintain confidentiality of customer information at all times.
  • Stay current on all compliance regulations required through training and education
Other Responsibilities
  • Participate in bank and department meetings.
  • Represent the bank in professional and community activities.
  • Actively participate in training programs to stay updated on industry trends and technologies.
  • Partner effectively across all levels of the organization and develop positive working relationships.
  • Continually develop knowledge, skills, and abilities through internal and external training programs.
  • Participate in bank and department meetings.
  • Perform all other duties as assigned or requested.
Requirements
Minimum Qualifications:
  • Bachelor's degree in Finance, Business, Accounting, Economics' or related field.
  • Strong communication, analytical, and organizational skills.
  • Proficiency in Microsoft Office and aptitude for learning financial software systems.
  • Exceptional attention to detail, professionalism, and initiative.
  • Commitment to pursuing industry licenses within one year.
Preferred Qualifications:
  • Minimum of 2 years of experience in financial services, banking, or a client-facing role.
  • Bachelor's degree in Finance or Personal Finance.
  • Experience in financial planning or advisory services.
  • SIE, Series 7, 66, and Life & Health licenses (or willingness to obtain within one year).
  • Familiarity with LPL platforms and financial planning tools.

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.
Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.

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