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File Bank Jobs in Wisconsin (NOW HIRING)

Bank of Montreal

Associate Banker

Whitefish Bay, WI · On-site

... filing, opening and closing activities). * Acts as a key member of a collaborative and versatile ... Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.

BANK FIRST

VP - BSA Officer

Beloit, WI · Hybrid

Manage day-to-day execution of the Bank's BSA/AML and OFAC programs, ensuring alignment with a risk ... Oversee the investigation, decisioning, and filing of Suspicious Activity Reports (SARs), including ...

Bank of Montreal

Associate Banker

Ripon, WI · On-site

$16 - $21.25/hr

... filing, opening and closing activities). * Acts as a key member of a collaborative and versatile ... Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.

Park Bank

SVP Credit Administration

Madison, WI · On-site

Manage the monthly data file retrieval and integration necessary for the bank to perform its core function and perform its regulatory mandate of performing a fully independent analysis of credit risk

Lake Ridge Bank

Mortgage Closer

Verona, WI · On-site

Performs a review of the loan file upon receipt from the mortgage production specialist for ... Adhere to Bank Security/compliance and policy guidelines for commercial loan area. * Maintain ...

Lake Ridge Bank

Mortgage Closer

Verona, WI · On-site

Performs a review of the loan file upon receipt from the mortgage production specialist for ... Adhere to Bank Security/compliance and policy guidelines for commercial loan area. * Maintain ...

Lake Ridge Bank

Mortgage Closer

Verona, WI

Performs a review of the loan file upon receipt from the mortgage production specialist for ... Adhere to Bank Security/compliance and policy guidelines for commercial loan area. * Maintain ...

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File Bank information

Which bank job salary is best?

In banking, roles such as investment bankers and financial managers tend to have the highest salaries, often exceeding six figures annually. Salaries vary based on experience, location, and the size of the institution, with specialized skills and certifications like CFA or CPA also influencing compensation.

Is it difficult to get a job at a bank?

Getting a job at a bank can vary in difficulty depending on the position, required qualifications, and the applicant's experience. Entry-level roles such as tellers often require basic customer service skills and a high school diploma, while more advanced positions may need relevant certifications or degrees. Competition can be high for certain roles, but having relevant skills and a strong application can improve chances.

How do I get a job with a bank?

To get a job with a bank, you should review the specific role requirements, which often include relevant education such as a high school diploma or degree, and skills like customer service or financial knowledge. Applying through the bank's career portal or job boards, preparing a tailored resume, and demonstrating professionalism during interviews are key steps in the process.

What is the difference between File Bank vs Data Entry Clerk?

AspectFile BankData Entry Clerk
Required CredentialsHigh school diploma or equivalent; familiarity with filing systemsHigh school diploma; basic computer skills
Work EnvironmentOffices, archives, record storage facilitiesOffices, data centers, administrative settings
Employer & Industry UsageOrganizations managing physical or digital recordsBusinesses requiring data input and management
Common Search & ComparisonOften compared for record management rolesMore focused on data input tasks

The main difference between a File Bank and a Data Entry Clerk lies in their focus. A File Bank typically manages physical or digital records, emphasizing organization and storage, while a Data Entry Clerk primarily inputs data into systems. Both roles require attention to detail and basic computer skills, but their work environments and responsibilities differ significantly.

What is the easiest bank job to get?

Entry-level bank teller positions are generally considered the easiest bank jobs to obtain, as they often require minimal prior experience and focus on customer service skills. These roles typically require a high school diploma or equivalent and may involve on-the-job training. Competition is usually lower for such positions compared to specialized or managerial roles.
What are popular job titles related to File Bank jobs in Wisconsin? For File Bank jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching File Bank jobs in Wisconsin look for? The top searched job categories for File Bank jobs in Wisconsin are:
What cities in Wisconsin are hiring for File Bank jobs? Cities in Wisconsin with the most File Bank job openings:
File Bank jobs near you
Associate Banker

Associate Banker

Bank of Montreal

Whitefish Bay, WI • On-site

Part-time

Medical, Life, Retirement

Posted 10 days ago

Job description

Application Deadline:
08/27/2026
Address:
177 E. Silver Spring Drive
Job Family Group:
Retail Banking Sales & Service
This is a part-time role, typically scheduled for 20 hours per week.
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 collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
  • Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
  • Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Meets customer transaction-based needs with seamless execution.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer's experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall customer experience.
  • Contributes to business results and the overall experience delivered.
  • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:
  • Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
  • Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • Drive to deliver a personal customer experience.
  • A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.

Salary:
$41,714.00 - $50,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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About BMO

Sourced by ZipRecruiter

BMO, or Bank of Montreal, is one of the biggest multinational banking and financial services corporations in North America. Developed in 1817, BMO's American headquarters are located ideally in Chicago, Illinois while its main world headquarters are situated in Montreal. The bank operates in a multitude of sectors including personal and commercial banking, wealth management and investment banking products and solutions. Over the years, BMO has been recognized for its commitment to doing what's right for its customers, employees, and society.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

Chicago, IL, US

Social media

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