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60 Bank First Financial Planning Manager Jobs Hiring Near You

BANK FIRST

CSR - Full Time - Oshkosh

Oshkosh, WI · On-site

$16 - $21.75/hr

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... Manage debit card requests and safe deposit box services * Prepare wire transfer documents * Follow ...

Bank First

CSR - Full Time - Oshkosh

Oshkosh, WI · On-site

$15.75 - $21.25/hr

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... Manage debit card requests and safe deposit box services * Prepare wire transfer documents * Follow ...

BANK FIRST

Traveling Customer Service Rep

Sturgeon Bay, WI · On-site

$15.25 - $21/hr

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... Manage debit card requests and safe deposit box services * Prepare wire transfer documents * Follow ...

BANK FIRST

BSA Analyst

Manitowoc, WI

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... Manage Monetary Instrument Log Entries: Maintain meticulous records of monetary instrument ...

BANK FIRST

CSR - Full Time - Shawano

Shawano, WI · On-site

$15 - $20.50/hr

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... Manage debit card requests and safe deposit box services * Prepare wire transfer documents * Follow ...

Bank First

CSR - Full Time - Shawano

Shawano, WI · On-site

$15 - $20.50/hr

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... Manage debit card requests and safe deposit box services * Prepare wire transfer documents * Follow ...

BANK FIRST

Senior BSA Analyst

Manitowoc, WI

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... A passion for all things related to Financial Crimes Compliance * Strong working knowledge of the ...

BANK FIRST

BSA Analyst

Manitowoc, WI · On-site

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... Manage Monetary Instrument Log Entries: Maintain meticulous records of monetary instrument ...

BANK FIRST

Retail Loan QC Specialist

Manitowoc, WI · On-site

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... Strong planning, organizational skills and ability to maintain accurate records and files * Ability ...

BANK FIRST

Senior BSA Analyst

Manitowoc, WI · On-site

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... A passion for all things related to Financial Crimes Compliance * Strong working knowledge of the ...

BANK FIRST

CSR - Full Time - Shawano

Shawano, WI · On-site

$15 - $20.50/hr

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... Manage debit card requests and safe deposit box services * Prepare wire transfer documents * Follow ...

BANK FIRST

CSR - Full Time - Rockton

Rockton, IL · On-site

$19.50 - $21/hr

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... Manage debit card requests and safe deposit box services * Prepare wire transfer documents * Follow ...

BANK FIRST

Retail Loan Servicer

Manitowoc, WI · On-site

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... Manage mortgage insurance portfolio ensuring monthly bills are received and processed timely.

BANK FIRST

Retail Loan Servicer

Manitowoc, WI · On-site

Why Work at Bank First At Bank First, we're not just a bank-we're a community. Consistently ranked ... Manage mortgage insurance portfolio ensuring monthly bills are received and processed timely.

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Infographic showing various Financial Planning Manager job openings at Bank First in the United States as of August 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 97% Physical, and 3% Hybrid job distribution.

CSR - Full Time - Oshkosh

BANK FIRST

Oshkosh, WI • On-site

$16 - $21.75/hr

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This job post has expired today. Applications are no longer accepted.

Job description

Why Work at Bank First
At Bank First, we're not just a bank-we're a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, and recognized by American Banker as one of the "Best Banks to Work For". We combine professional excellence with a culture that truly values people. When you join Bank First, you're joining a team that invests in your growth, supports your well-being, and celebrates your contributions.
Why You'll Love Working Here
Imagine a workplace where:
  • Your career growth is supported through training, mentoring, and advancement opportunities
  • Flexibility allows you to balance work and life without compromise
  • Your contributions directly impact guests and communities you care about
  • You're part of a culture built on respect, collaboration, and empowerment

At Bank First, you don't just fill a role-you make a difference. Every interaction matters, and every team member helps shape the experience our guests love.
About the Role: Customer Service Representative (CSR)
As a CSR, you're the face of the bank, building relationships, solving problems, and helping guests achieve their financial goals. You'll handle teller transactions, open and maintain accounts, and provide exceptional service with professionalism and care.
Key Responsibilities
  • Open and maintain deposit accounts (checking, savings, CDs, IRAs, HSAs)
  • Process teller transactions and balance your cash drawer accurately
  • Update customer information and assist with account research
  • Help guests with fraud or unauthorized transactions
  • Manage debit card requests and safe deposit box services
  • Prepare wire transfer documents
  • Follow bank policies and federal regulations

#INDBF
What We're Looking For
  • High school diploma or equivalent
  • Customer service experience required; cash handling preferred
  • Strong communication and interpersonal skills
  • Proficiency in Microsoft Word and Excel
  • Excellent organizational skills

About Bank First
Headquartered in Manitowoc, Wisconsin, Bank First serves communities across Wisconsin and the Illinois Stateline region. Our growth is built on relationship-based banking-getting to know our guests personally and helping them create lasting value.
Our Culture & Vision
We foster curiosity, creativity, and responsiveness while embracing individual differences. Employees are empowered with tools to succeed and supported in their careers. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike.
Our Values
Relationship Based Community Focused Innovative Solutions Value Driven
Join Bank First and build a career where your contributions matter, your growth is supported, and your work makes a difference every single day.

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