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Bank Account Manager Jobs in Wisconsin (NOW HIRING)

US Bank

Fund Custody Account Manager

Milwaukee, WI · On-site

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Our Fund Custody Account Managers manage the administration of Fund Custody accounts of various ...

U.S. Bank

Fund Custody Account Manager

Milwaukee, WI · On-site

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Our Fund Custody Account Managers manage the administration of Fund Custody accounts of various ...

Forward Bank

Personal Insurance Account Manager

Thorp, WI · On-site

$48K - $65K/yr

Personal Insurance Account Manager Forward Insurance Agency in Thorp is looking for a detail ... One year of experience in a banking or insurance industry role is preferred. * Valid insurance ...

New

Carrington

Mortgage Wire Desk, II Analyst

Madison, WI · On-site

$24 - $33.65/hr

Also participate in treasury/cash management initiatives and projects, such as bank account management, banking service enhancements, system reconciliations, and system administration. Perform all ...

Prevail Bank

Relationship Banker

Stevens Point, WI · On-site

$18 - $23.50/hr

... bank accounts. Goals will be set for production in these areas. Deposit Accounts: * Assist ... Change Management: * Must embrace change and see change as opportunity. Must be willing to express ...

Prevail Bank

Relationship Banker

Stevens Point, WI · On-site

$18 - $23.50/hr

... bank accounts. Goals will be set for production in these areas. Deposit Accounts: * Assist ... Change Management: * Must embrace change and see change as opportunity. Must be willing to express ...

Prevail Bank

Universal Banker

Stevens Point, WI · On-site

$17.50 - $22/hr

... bank. This will include teller services as well as helping customers with problem resolution ... Manager. Duties and Responsibilities Deposit Accounts: * Assist walk-in customers with their new ...

Prevail Bank

Universal Banker

Stevens Point, WI · On-site

$17.50 - $22/hr

... bank. This will include teller services as well as helping customers with problem resolution ... Manager. Duties and Responsibilities Deposit Accounts: * Assist walk-in customers with their new ...

Associated Bank

Assistant Bank Manager

Green Bay, WI · On-site

$40K - $50K/yr

Join Associated Bank as an Assistant Bank Manager and help lead a team dedicated to delivering ... account openings, and financial solutions that meet their needs. * Identify and deepen customer ...

Lynch Companies

Dealership Office Manager

Kenosha, WI · On-site

Among other duties, you will also be responsible for bank account reconciliation, and providing monthly statements that reflect the financial condition of the dealership to managers and owners. Who ...

Lynch Companies

Dealership Office Manager

Kenosha, WI · On-site

Among other duties, you will also be responsible for bank account reconciliation, and providing monthly statements that reflect the financial condition of the dealership to managers and owners. Who ...

Lynch Companies

Dealership Office Manager

Mukwonago, WI · On-site

Among other duties, you will also be responsible for bank account reconciliation, and providing monthly statements that reflect the financial condition of the dealership to managers and owners. Who ...

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Bank Account Manager information

See Wisconsin salary details

$29.8K

$66.4K

$107K

How much do bank account manager jobs pay per year?

As of Aug 16, 2026, the average yearly pay for bank account manager in Wisconsin is $66,432.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,400.00 and $79,200.00 per year, depending on experience, location, and employer.

What is the difference between Bank Account Manager vs Customer Service Representative?

AspectBank Account ManagerCustomer Service Representative
Required CredentialsHigh school diploma; often a bachelor's degree; banking certificationsHigh school diploma or equivalent; customer service training
Work EnvironmentBank branches, client meetings, financial officesBank branches, call centers, retail locations
Employer & Industry UsageFinancial institutions, banksRetail banks, credit unions, financial services
Common Search & Comparison IntentManaging client accounts, financial advisingHandling customer inquiries, account support

The main difference is that Bank Account Managers focus on managing client accounts and providing financial advice, requiring specialized banking knowledge and certifications. Customer Service Representatives handle general customer inquiries and support, often with less specialized training. Both roles are essential in banking but serve different functions within the industry.

What are some common challenges faced by bank account managers, and how can they be addressed?

Bank Account Managers often face challenges such as meeting sales targets, managing a diverse client portfolio, and staying updated with regulatory changes. These professionals must balance customer service with achieving business goals, which can require excellent time management and strong communication skills. Proactively building client relationships and collaborating closely with internal teams like credit analysts and compliance officers can help address these challenges. Regular training and staying informed about financial products also contribute to ongoing success in this role.

What is a bank account manager?

Bank Account Managers are financial professionals responsible for managing relationships with clients and overseeing their banking accounts. Their duties include helping customers open and manage accounts, advising on financial products, and resolving any issues or concerns related to account services. They work closely with both individuals and businesses to ensure clients receive personalized banking solutions, aiming to build long-term trust and satisfaction. Bank Account Managers also stay informed about banking regulations and products to provide accurate guidance to their clients.

What are the key skills and qualifications needed to thrive as a bank account manager?

To thrive as a Bank Account Manager, you need a solid understanding of financial products, sales strategies, and customer relationship management, typically supported by a degree in finance, business, or a related field. Familiarity with banking software, CRM platforms, and regulatory compliance systems is essential. Strong interpersonal skills, problem-solving abilities, and effective communication help build trust and long-lasting client relationships. These skills ensure you can meet clients' financial needs, maintain regulatory standards, and drive business growth for the bank.

What are popular job titles related to Bank Account Manager jobs in Wisconsin?

For Bank Account Manager jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Bank Account Manager jobs in Wisconsin look for?

The top searched job categories for Bank Account Manager jobs in Wisconsin are:

What cities in Wisconsin are hiring for Bank Account Manager jobs?

Cities in Wisconsin with the most Bank Account Manager job openings:

Bank Account Manager jobs near you

Fund Custody Account Manager

US Bank

Milwaukee, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

U.S. Bank rating

8.2

Company rating: 8.2 out of 10

Based on 360 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

U.S. Bank Global Fund Services is seeking a future team member for the role ofFund Custody Account Manager to support our Global Fund Custody team.

In this role, you'll be a key partner to clients and a go-to resource for our Global Fund Custody team-owning day-to-day custody account administration, monitoring cash positions, and delivering timely, high-quality reporting. You'll collaborate across internal teams and with external stakeholders to resolve securities-related inquiries, support management reporting, and consistently meet service-level commitments in a fast-paced, client-focused environment.

Our Fund Custody Account Managers manage the administration of Fund Custody accounts of various sizes with a high level of expertise consistent with governing document requirements, regulatory guidelines and policies and procedures.

Job Description:

  • Serve as one of the client's primary contacts, delivering a high level of customer service.
  • Manage daily account administration with focus on daily and future cash positions.
  • Create and deliver reporting documents to external customers within established timeframes.
  • Prepare and develop reports for management.
  • Respond to inquiries and coordinates resolution regarding securities issues from internal and external customers, management, internal and external auditors, and regulatory authorities.
  • Adhere to strict business line Service Level Agreements.

Basic Qualifications:

  • Bachelor's degree, or equivalent work experience
  • Three to five years of experience in securities operations, accounting, trade processing and customer service activities

Preferred Experience/Qualifications:

  • Some knowledge of trust and securities operational functions, systems, procedures, various products and/or services supported by the assigned area(s)
  • Basic knowledge of regulatory and accounting principles
  • Strong analytical, problem-solving, decision-making, and organizational skills
  • Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic team work environment
  • Strong customer relations, interpersonal, and verbal and written communication skills
  • Proficient computer navigation skills using a variety of software packages including
  • Microsoft Office applications

Schedule: Full-time Monday through Friday from 8 am to 5 pm

Location: 3 or more days in one of the listed office locations

This position is not eligible for visa sponsorship.

This role requires working from a U.S. Bank location three (3) or more days per week.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $66,640.00 - $78,400.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

What U.S. Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

U.S. Bank logo

About U.S. Bank

Sourced by ZipRecruiter

U.S. Bank is a reputable and established financial institution that plays a significant role in the banking sector. With a history spanning over 150 years, U.S. Bank has built a strong foundation of trust and reliability. As a comprehensive bank, they offer a wide array of financial products and services to cater to the diverse needs of their customers, including individuals, businesses, and communities. Customer satisfaction is of utmost importance to U.S. Bank. They prioritize delivering exceptional service and fostering long-term relationships with their clients. Through their extensive network of branches and advanced digital banking platforms, U.S. Bank ensures convenient access to their services, empowering customers to manage their finances efficiently and securely.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Minneapolis, MN, US

Year founded

1863

Social media

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