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Job Description CORPORATE PROFILE Ziegler is a privately held investment bank, capital markets and proprietary investments firm and specializes in the senior living, healthcare, and education sectors. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler’s provides clients with advisory and capital solutions to achieve strategic objectives, as well as propel organizational growth and maximize value. BUSINESS UNIT Ziegler Senior Housing and Care Finance Practice (“SHCFP”) is focused on delivering sell-side M&A solutions as well as the entire capital stack of financing options to senior housing and care organizations across the country. Ziegler is one of the most active firms offering innovative sell-side, recapitalization/restructuring, and agency and debt placement products to achieve our client’s objectives. POSITION OVERVIEW Ziegler is seeking a well-established Managing Director/Director with relevant relationships with for-profit senior housing (IL/AL/MC) and skilled nursing owner/operators to join the SHCFP team. The ideal candidate for this position will have significant experience with senior housing M&A and financing transactions. The individual we seek has significant relationships with large and middle market senior housing and care providers with experience leading M&A and/or financing activities. The firm is open to where this position will be located. This banker will be responsible for: • Driving new client business development in areas of his or her expertise and within the geographic area as well as providing leverage for other members of the team. Successful senior investment bankers at Ziegler target a minimum of $2-4+ million in annual revenues;, • Managing resources efficiently and effectively to adjust to changes in the marketplace;, • Acting as the business’ advocate for both clients and the Ziegler SHCFP Team;, • Building bridges with the other businesses at Ziegler, since greater scale of coordinated business yields greater bottom-line margins;, • Enhancing a strong, positive image and reputation; Honesty, Integrity and credibility are key to Ziegler, the SHCFP and each individual team member and client;, • Determining the appropriate fee arrangements;, • Establishing clear definitions of target clients;, • Establishing meaningful, measurable goals and milestones for his or her sector coverage; ensuring that the organization meets its objectives;, • Possessing an understanding of the firm’s competition in its respective areas of expertise and being able to communicate the Ziegler Value Proposition to clients;, • Having an outstanding personal brand in senior housing and care, a person who will both intuitively serve clients in an extraordinary way and provide creative, flexible financing solutions to clients. Professional qualifications A successful investment banker at Ziegler is a highly accomplished, energetic financial professional with proven experience providing creative and innovative advisory and financing solutions for clients. The person must be of superior intellect, with an immediate grasp of Ziegler’s competitive advantage and the changing dynamics of the core senior housing and care practice. This individual will have a minimum of 8-10 years of relevant experience in investment banking or similar corporate roles that nurture the attributes of a successful investment banker. Thriving in a team environment, this banker must possess a solid reputation as a “get it done” business-focused executive known as a driver of bespoke, client-centric solutions. The successful candidate possesses the following qualities: • Proven leadership skills: this executive must be a proven leader with the highest standards of character and integrity., • Demonstrated access to clients and leaders in the healthcare sector, being able to leverage the expertise of Ziegler., • The ability, in both written and oral presentations, to communicate confidently vision and direction., • An undergraduate degree from a well-regarded institution. An MBA degree or a CPA designation is highly desirable., • Series 79, and/or 24 designations are desirable. PERSONAL qualifications The successful candidate is a mature, confident, innovative, and creative executive who is customer service centric and loyal team member. This senior professional is approachable, highly collaborative, and thrives in a team-oriented culture. This banker shall possess the following characteristics: • Results-oriented; pragmatic, hands-on style; a decision maker with bias toward action. Ability to execute aggressively against strategy and be sharply focused on delivery of specific business and performance objectives., • Focused on processes as well as customer and people management driving efficiency and effectiveness., • Excellent consultative, collaborative, and influencing communication skills., • A Ziegler “culture carrier,” a nurturer of key internal constituencies and client relationships., • Ability to set clear and deliverable goals. Demonstrates resilience, passion, and commitment to deliver and be accountable for the results., • A thorough though concise communicator of revenue goals and budgets, defining success in terms of results delivered. Solid analytical skills with a disciplined and knowledge-based approach to decision making., • Adaptive and flexible, capable of moving in a variety of directions while being focused on achieving the required results., • Gain respect quickly and work well within the Ziegler culture, which emphasizes entrepreneurism, integrity, intelligence, hard work, and partnership., • Energetic, possessing the fortitude and stamina necessary to lead an organization going through substantive growth., • High personal standards of ethics and integrity; personal attributes of collaboration, openness, creativity, humility, “scrappiness,” responsibility, empathy, and a sense of humor., • Able to quickly win the respect of others by sound knowledge, good judgment, and an admirable personal style, throughout our business and recognize that a reputation for honest and fair dealing is a critical asset of our business. Ziegler is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

Application Deadline: 11/26/2026 Address: 7501 W North Avenue 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: $41,500.00 - $54,500.00 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: _ 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 _ 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 _ 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.

Universal BankerSelf-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. We are seeking a Universal Banker to join our Milwaukee, WI team!What You'll Do:Manage the consumer loan process from initiation through pre-q

The Universal Banker I is responsible for completing all training, passing Banker Certification within 18 months of hire/promotion date and demonstrate their ability to meet/exceed customer and job expectations prior to progressing to Universal Banker II. Universal Banker PositionStarting salary for

As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.

Relationship BankerAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. Join Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide exceptional service, and

Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.

Personal BankerAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. As a Personal Banker within PNC's Retail Banking organization, you will be based in Milwaukee, WI at the 411 E Milwaukee Branch.

In this role you will:Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as neededAdapt quickly to new branch environments, teams, and customer needs while maintainin

Associate Personal Banker (SAFE)Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this role you will:Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagementLead discovery-driven

Job TitleRelationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.

Relationship BankerAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. Join Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide exceptional service, and

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We are looking for top talent to join Chicago's Bank®, as a full-time Relationship Banker!Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and annual discretiona

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As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. Financial Relationship BankerOur branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals

Retail Banking Sales & ServiceDelivers 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

JPMorganChase - - Responsibilities: Greet clients and manage lobby flow; Open new accounts and service existing ones; Educate clients on digital banking options; Build trusted client relationships with team support; Assist with branch operations and cash handling.

JPMorganChase - - Responsibilities: Greet clients and deliver attentive service; Open new accounts and perform account servicing; Educate clients on digital banking and self-service options; Build trusted relationships and meet clients' financial goals; Assist with branch operations and cash handlin

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Client Relationship Representative (Universal Banker) Job Category : Branch Banking Requisition Number : CLIEN012946 Full-Time Locations Showing 1 location Graceland Columbus, OH 43214, USA Description First Merchants Bank is seeking a Customer Relationship Representative to join ourteam! This

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Are you good at staying organized and keeping track of multiple transactions during your shift? If so, the Cage Main Banker position is for you. Below are some of the responsibilities as a Potawatomi Casino Hotel Cage Main Banker:.

Retail Relationship Banker Application Deadline: 12/30/2025 Address: 3131 S.

Bank in Milwaukee is seeking a Relationship Banker to build trusted relationships with customers, assess banking needs, and guide clients to appropriate financial solutions.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions helping clients achieve their financial goals. Job Responsibilities • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings., • Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements., • Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want., • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions partnering with other branch team members to help achieve their financial goals., • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills • Ability to put clients first and exceed their expectations delivering attentive and friendly service, creating a welcoming environment., • Ability to build trusted relationships demonstrating genuine care and concern during interactions with clients., • Ability to engage clients communicating clearly and politely to understand and help, anticipating client needs., • Ability to quickly and effectively resolve client issues with attention to detail providing a consistent client experience., • Ability to elevate the client experience working collaboratively as a team to deliver seamless service with care and sincerity., • Ability to quickly and accurately learn products, services, and procedures., • Client service experience or comparable experience., • High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills • Strong desire and ability to influence, educate, and connect customers to technology solutions., • Cash handling experience.

As a Private Banker, you will cultivate new and manage existing high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships, providing tailored banking and lending solutions.

Your Qualifications:Experienced in all aspects of residential real estate transactions with 3-5 years of sales experience; knowledge of real estate laws, contracts and procedures; hold active local real estate or broker's license. Home to some of the most recognized brands in real estate Better Home

Customer Experience Banker Non NMLS. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

We are looking for top talent to join Wisconsin’s Bank as a full-time Relationship Banker! Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and annual discret

Lateral-US/job/Milwaukee/Relationship-Banker_26034593) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Lateral-US/job/Milwaukee/Relationship-Banker_26034593) Job Description: At Bank of America, we are gui

Basic Qualifications - High school diploma or equivalent - Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate trainingPreferred Skills/Experience - Proven ability to build and foster relationships with clients through proactive

Job TitlePrivate Banker in the U.

North Shore Bank is seeking an Associate Banker in Milwaukee, Wisconsin. This full-time role involves promoting bank products, building customer relationships, and performing teller duties. Associate Bankers will spend at least 50% of their time in sales activities.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required Qualifications, Capabilities, and Skills • Six plus years of work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, and Skills • MBA, JD, CFA, or CFP preferred, • Proactive, takes initiative, and uses critical thinking to solve problems, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

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 pote

The role focuses on developing client relationships, coordinating resources to meet financial goals, and delivering high-quality customer service to retain clients.

Canadian Imperial Bank of Commerce (CIBC) is seeking an experienced Private Banker in Milwaukee, WI to cultivate and manage private banking relationships with high-net-worth clients.

The Personal Banker is responsible for delivering exceptional customer service while supporting customers with a wide range of banking needs. The Personal Banker serves as a trusted financial resource within the branch, provides technical and product expertise to customers, and supports daily branch

Bank of America is seeking a senior banker to manage a portfolio of complex commercial clients, driving profitable relationships and tailored financial solutions. The role requires deep industry insight, leadership, and the ability to coordinate with Investment Banking, Foreign Exchange, Wealth Mana

Some Associate Bankers are assigned as Area Associate Bankers; staff in these roles are assigned a number of branch locations to support. JOB REQUIREMENTS: Associate Banker - Pay Starting at $19/HR+ DOE Location: 9131 W Oklahoma Ave, Milwaukee, Wisconsin Position Type: Full-Time/Regular North Shor

Some Associate Bankers are assigned as Area Associate Bankers; staff in these roles are assigned a number of branch locations to support. JOB REQUIREMENTS: Associate Banker - Pay Starting at $19+ DOE Location: 10539 W.