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Bankers' Bank jobs - 22 jobs

  • Managing Director - Investment Advisor

    Bankers' Bank 4.4company rating

    Bankers' Bank job in Madison, WI

    Job Description Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, commercial lending, leasing, secondary mortgage products, cash letter/cash management, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Dublin, OH, and Indianapolis, IN. Bankers' Bank is launching a new investment advisory service, and we're seeking an experienced Managing Director - Investment Advisor to drive this initiative out of our Elk Grove Village, IL office. This individual will be responsible for advising bank investment portfolios as part of Bankers' Bank investment advisory consulting services. This person will possess specific knowledge of bank investment portfolio management and fixed income investments as well as demonstrate teamwork and enthusiasm for growing new business. Position Functions: Financial Advisory Build a new strategic revenue business line with profit/loss responsibility. Develop new client relationships for Bankers' Bank. Lead client meetings to identify portfolio management issues and offer strategic solutions to meet bank financial objectives and risk tolerance. Collaborate with Bankers' Bank team to deliver comprehensive consultative advice regarding portfolio accounting, interest rate risk, asset liability management, and securities transactions (non-discretionary basis). Review portfolio performance and model investment scenarios. Perform market research to stay current on financial trends. Develop ongoing deliverables, reporting, and engagement tools for bank management teams. Collaboration & Trading Collaborate across sales and trading functions in support of client investment activity. Work with Risk and ALM services to promote new customers. Trade fixed income investments for limited non-advisory relationships (non-discretionary). Other Duties Perform other duties as assigned to meet the needs of the organization. Qualifications Ideal candidate will have a Bachelor's degree in finance, accounting, banking investments, or other related field or an equivalent combination of education and experience sufficient to perform the position functions of the job. Ten years of experience working in a bank, trust company, registered investment advisor or accounting firm. Preferred qualifications include investment advisory experience with fee-based consulting, deep understanding of fixed income investments (i.e., government agency, US treasury, municipal bonds, etc.), previous ALCO experience in financial services, financial designations (i.e. CPA, CFA, CTFA, or MBA), and previous Series 65, and Series 52/53 licenses.
    $135k-257k yearly est. 31d ago
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  • Payment Processing Associate

    Bankers' Bank 4.4company rating

    Bankers' Bank job in Madison, WI

    Job Description Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, commercial lending, leasing, secondary mortgage products, cash letter/cash management, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Indianapolis, IN, and Dublin OH. Bankers' Bank is seeking an engaging, professional Payment Processing Associate to join our team in the Payments & Cash Management department of our Madison, WI headquarters office. This position provides banker to banker customer support to our community bank partners throughout the upper Midwest, enhancing customer relationships through system support, daily transactions, and prompt, professional attention to customer needs. Position Functions: Customer Service: Provide excellent customer phone support using proprietary programs for assistance Maintain customer relationships including documenting interactions and correspondence Complete customer correspondence requests received via email or physical mail Be knowledgeable of the products and services offered within department and bank wide Payment Processing Production: Settlement File Processing and daily transaction postings on behalf of community bank customers Perform execution of daily payment activities Ensure end of day timelines for account balance settlement Perform payment activities within varies payment platforms Ideal candidates will possess experience providing outstanding professional customer service and hold an Associate degree or equivalent combination of education and experience sufficient to perform the position functions of the job. Previous banking experience is a plus along with possible Accredited Automated Clearing House Professional (AAP) designation along with proficiency in Word, Excel, Outlook and adeptness in learning proprietary systems.
    $36k-51k yearly est. 29d ago
  • Treasury Specialist

    First Business Financial Services, Inc. 4.2company rating

    Remote or Brookfield, WI job

    Join us today as a Treasury Specialist! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Model: Based out of our Brookfield, WI location and onsite 4 days per week, 8am-5pm with the ability to work remotely 1 day per week. OVERVIEW The Treasury Specialist plays a vital role in delivering exceptional service to business clients in the areas of banking and technology. This position focuses on client onboarding, documentation management, product setup and maintenance, and ongoing account monitoring. With a strong attention to detail, deep product knowledge, and a proactive approach to anticipating client needs, the Specialist ensures a seamless and high-quality experience for our business clients. Specifically, as the Treasury Specialist you will: * Provide high degree of personal service to internal and external clients. Assist with client inquiries daily and pre-qualify clients or prospects for treasury products. * Manage new client onboarding and ongoing maintenance for TM Sales Officers which includes client documentation, document preparation, and product set-up information gathering. * Proactively assists Officers to develop deposit and treasury proposals including proposal document preparation and modeling of account analysis. * Monitor monthly exception reports and coordinate renewals. * Prepare and schedule account reviews for business clients. The successful candidate should have: * Associate's degree in business related field or equivalent work experience * Superior customer service skills * Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation. * Must type proficiently with a high degree of accuracy. * Excellent interpersonal skills and written and verbal communication skills. * Ability to handle pressure of meeting deadlines.
    $34k-57k yearly est. Auto-Apply 8d ago
  • Marketing Operations Coordinator

    First Business Financial Services, Inc. 4.2company rating

    Brookfield, WI job

    Join us today as a Marketing Operations Coordinator! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! OVERVIEW: The Marketing Operations Coordinator plays a critical role in ensuring seamless execution of marketing initiatives and client-facing activities. This position is responsible for managing logistics, tracking expenses, and supporting operational processes that enable the marketing team to deliver high-quality experiences. WORK MODEL: Start date immediate- Based out of our Madison OR Brookfield, WI location, onsite requirements of 1-2 times per month. Therefore, a Wisconsin resident is required. Specifically, as a Marketing Operations Coordinator you will: * Logistics & Execution: Plan and coordinate venues, vendors, A/V, catering, and materials; ensure smooth on-site setup, event flow, and teardown. * Cost Tracking: Monitor budgets, reconcile expenses, process invoices and sponsorships accurately and on time. * Branded Materials: Manage stationery, holiday cards, and giveaways; track orders and resolve issues promptly. * Marketing Support: Provide backup for request intake and assist with documentation, nametags, and shared systems. * Administrative Tasks: Maintain organized records, prepare materials, and proactively share information with stakeholders. The successful candidate should have: * Associates Degree and 1 year of relevant experience, OR 3+ years of Executive Administration experience. * Ability to juggle multiple projects at once, balancing priorities and deadlines. * Highly organized and detail oriented * Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
    $27k-35k yearly est. Auto-Apply 9d ago
  • Team Lead - Loan Coordinator

    First Business Financial Services, Inc. 4.2company rating

    Brookfield, WI job

    Join us today as the Team Lead - Loan Coordinator! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! OVERVIEW: The Team Lead - Loan Coordinator oversees loan coordination and drives operational excellence across markets for commercial loans. In this role, they partner with bankers to deliver exceptional client experiences while managing and developing Loan Coordinators. Setting service standards, coaching team members, and ensuring compliance through rigorous quality control and regulatory oversight is key. Additionally, focusing on collaboration on process improvements to enhance efficiency and consistency is required. WORK MODEL: Start date immediate- Based out of our Madison OR Brookfield, WI location, onsite requirements of 3 days per week. Therefore, a local candidate is required. Specifically, as the Team Lead - Loan Coordinator you will: * Loan Coordination (50%) Partner with bankers to provide professional loan support and maintain strong client relationships. Ensure premium client service and trusted partnerships with internal teams and service providers. * Team Leadership & Development (30%) Manage and develop Loan Coordinators across markets. Set service standards, coach team members, create SLAs, and oversee workforce planning. Support consistency through training, process alignment, and collaboration with the Loan Coordinator Manager. * Quality Control (10%) Conduct loan file audits and monitor compliance with regulatory requirements. Prepare reports, maintain QC documentation, and collaborate with compliance teams to resolve issues and provide training. * Process Improvement (10%) Recommend and implement process enhancements to improve efficiency, consistency, and performance across markets. The successful candidate should have: * Bachelor's degree in business related field or equivalent work experience * Commercial loan documentation and servicing experience is required. * Experience in loan participation documentation and servicing is required. * Construction loan draw expediting and servicing is required. * Ability to juggle multiple projects at once, balancing priorities and deadlines. * Highly organized and detail oriented * Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
    $90k-148k yearly est. Auto-Apply 4d ago
  • Director of Specialty Deposits

    First Business Bank 4.2company rating

    Madison, WI job

    at First Business Bank Join us today as the Director of Specialty Deposits! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! OVERVIEW First Business Bank is seeking a Director of Specialty Deposits to drive the development of deposit growth through industry expertise, established relationships, and specialized solutions. The individual will be responsible for leading strategic growth initiatives and driving new business development within the Specialty Deposit segments. This role focuses on identifying, cultivating, and managing relationships with clients in industries such as escrow, trust, title, property management, and other sectors with complex deposit needs. The Director will collaborate cross-functionally to deliver tailored deposit solutions that align with client objectives and regulatory requirements. Key Responsibilities Identify and pursue new business opportunities within specialty deposit verticals. Represent the bank at industry events and conferences. Lead the strategy, deposit growth, and delivery of specialty deposit and payment solutions tailored to the unique needs of clients across verticals such as: Escrow and Title/Escrow/Data Services HOA and Property Management National Power and Utilities Professional Fiduciaries Class Action Administration Clients Healthcare Collaborate cross-functionally with technology, compliance, sales, and operations teams to ensure seamless product integration and delivery. Stay ahead of market trends and regulatory changes to identify new opportunities and ensure solutions remain competitive and compliant. Build and maintain strong relationships with clients, industry partners, and regulatory bodies to support long-term growth and trust. Provide regular performance updates and strategic insights to senior leadership. Qualifications Bachelor's degree in Finance, Business Administration, or a related field. Proven sales experience in financial services, with a focus on specialty deposit and payment solutions. Demonstrated success in self-sourcing clients through individual calling and networking. Deep understanding of financial products, industry regulations, and operational best practices. Strong strategic thinking, analytical, and problem-solving skills. Excellent communication and relationship-building abilities. Experience working across multiple verticals and adapting solutions to meet diverse client needs. Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include: Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 1 day paid volunteer time 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit sharing contribution Performance based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Plus many other perks and benefits! Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [email protected].
    $75k-117k yearly est. Auto-Apply 60d+ ago
  • Vice President - SBA Lending

    First Business Bank 4.2company rating

    Madison, WI job

    at First Business Bank At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to an inclusive and engaging company culture, and a focus on improving our communities, it's time to take your next career step at First Business Bank and continue doing great things with great people! JOB TITLE: VICE PRESIDENT - SBA LENDING LOCATION: Currently looking for talent in any of the following markets: Pacific Northwest; Southern California; Arizona; Florida; Texas; Georgia OVERVIEW: We are actively growing our SBA Lending team and looking for experienced sales professionals to help grow the SBA division across our nationwide footprint. The SBA Business Development Officer is responsible for generating new loan opportunities, with a focus on outbound sales by prospecting new clients, developing and deepening existing relationships and leveraging relationships with centers of influence in the community to grow the banks loan and deposit portfolio. The SBA Business Development Officer will be expected to use their credit expertise to evaluate loan opportunities with sound credit judgement, building and maintaining a portfolio of high-quality, profitable relationships consistent with the Bank's strategic and financial objectives. The SBA Business Development Officer will bring deals through the approval and closing process working with the appropriate internal teams (loan operations, credit and underwriting, portfolio management, etc.). KEY RESPONSIBILITIES New Business Development of SBA Commercial Loans and Deposits Portfolio Growth and Management SBA Program Expertise Compliance Customer Service Prepare Management Reports QUALIFICATIONS Post-secondary degree in a related field of study Minimum of 5 years of SBA lending sales experience Extensive working knowledge of SBA lending policies and procedures Formal credit training, preferred Evidence of sales and business development success Established network of referral sources Ability to analyze and understand financial statements of various business types as well as personal financial statements and tax returns and to present this information in a loan presentation to a committee Strong attention to detail, problem solving skills, and ability to prioritize work to execute tasks in a fast-paced, deadline driven environment Exceptional communication skills, both written and verbal, that can be demonstrated with business partners Excellent customer service and interpersonal skills in order to ascertain and respond to customer needs and objectives to advance the client relationship and meet the Bank's objectives Strong personal drive and initiative, demonstrated work ethic, and ability to work as a team Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include: Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 1 day paid volunteer time 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit sharing contribution Performance based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Plus many other perks and benefits! Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [email protected].
    $114k-163k yearly est. Auto-Apply 60d+ ago
  • Financial Accountant

    First Business Bank 4.2company rating

    Madison, WI job

    at First Business Bank Join us today as a Financial Accountant! First Business Bank is a Top Workplaces USA company, learn more here.At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! OVERVIEWWe're seeking a Financial Accountant who will play a critical role in ensuring accurate and timely financial reporting. Our public status reflects our strong market presence and commitment to long-term success-not just for shareholders, but for our employees and customers alike. In this position, you'll be responsible for completing key financial accounting tasks, including but not limited to month-end close, general ledger reconciliations, SEC reporting, management reporting, and regulatory reporting. You'll also serve as a backup for processing routines in accounts payable, making this a highly impactful role within our finance team. Work Model: Start date immediate! Based out of our Madison, WI Headquarters, this position allows remote work availability 2 days per week; therefore a local candidate is required. Specifically, as a Financial Accountant you will: Maintain timely and accurate completion of all month-end activities required for the monthly close, in compliance with established controls. Prepare journal entries and general ledger reconciliations, analyze financial results, and investigate variances. Compile financial statements and analysis reports. Complete assigned tasks associated with SEC and regulatory filings. Create and automate financial reports from the general ledger and management reporting system. Assist in responding to financial inquiries by gathering, analyzing, summarizing, and interpreting data. Provide critical information to decision makers. Provide support to the processing of accounts payable, including coding of invoices, obtaining appropriate approvals, scanning invoices for electronic record storage, and check disbursement and distribution. Assist in corresponding with vendors and responding to inquiries. The successful candidate should have: Intermediate accounting class required Completed bachelor's degree in accounting preferred. Business degree considered with relevant accounting classes and experience required. Minimum of 1 accounting related internship required Interest in obtaining CPA designation preferred Strong knowledge of technology, business computer applications, and ability to pick up on new systems quickly Strong personal drive and initiative, demonstrated work ethic, and ability to work as a team Ability to work independently and use independent judgment with minimal supervision Ability to handle pressure of meeting deadlines Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include: Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 1 day paid volunteer time 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit sharing contribution Performance based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Plus many other perks and benefits! Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [email protected].
    $43k-55k yearly est. Auto-Apply 36d ago
  • Loan Processor - Hybrid!

    First Business Bank 4.2company rating

    Remote or Madison, WI job

    at First Business Bank Join the growing team at First Business Bank as a Loan Processor - Hybrid! At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! This position has a Hybrid Work Model: 3 days per week at our Madison, WI location. CORE OBJECTIVES Customer Service Timely and professional response to emails and telephone calls to the loan department. Loan Activities Post loan payments and advances on loans Perform address changes and risk rating changes Loan reports Credit Verifications Follow up on items in monthly tickler reports Prepare loan payoff statements Timely and professional response to emails and telephone calls to the loan department Loan Documentation Determine loan request has appropriate approval as required by loan policy. Prepare loan documents as requested for loan officers, as assigned. Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy. Book Loans Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner. Prepare FTM transactions, wire funds and request cashier's checks in order to distribute funds as requested by the loan officer. Loan Filing Create or add to existing loan file and forward documents to other Review Representatives for editing and final review. Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner. Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions. Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner. QUALIFICATIONS: Banking experience in loan processing preferred Ability to work independently and use independent judgment with minimal supervision Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented Strong desire to be curious and inquisitive, and self-confidence to ask questions Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include: Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 1 day paid volunteer time 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit sharing contribution Performance based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Plus many other perks and benefits! Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [email protected].
    $27k-34k yearly est. Auto-Apply 60d+ ago
  • Banking Support Associate

    First Business Financial Services, Inc. 4.2company rating

    Appleton, WI job

    Join us today as a Banking Support Associate! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Model: Based out of our Appleton, WI location and onsite Monday-Friday, 8am-5pm. OVERVIEW The Banking Support Associate is a key contributor in servicing the overall banking portfolio. Focusing on client onboarding, managing documentation, executing product setup and maintenance, and related monitoring, this role follows established procedures. This role provides support to Client Services, assisting with client transactions, answering phones, account documentation, and other service-related tasks. Specifically, as a Banking Support Associate you will: * Deliver Exceptional Customer Service - Treasury Management This role is responsible for delivering a high level of personal service to both internal and external clients by promptly answering phone calls, greeting visitors, and responding to emails. The Associate handles routine Treasury Management tasks and related account maintenance and refers complex issues and banking solutions to Treasury Management Officers (TMO) and Client Relationship Specialists (CRS). Key responsibilities include coordinating new client onboarding and ongoing account maintenance, preparing documentation, and gathering product setup information. The role may also support limited client profiling and proposal preparation (including fee modeling). Additional duties may include supporting account reviews to ensure optimal service delivery. * Prepare New Account and Maintenance Documents with Accuracy Responsible for opening and closing accounts, processing card applications, and performing routine account maintenance. Monitors key reporting activities to ensure timely and accurate handling across bank offices. * Perform Banking Transactions with Accuracy Processes routine transactions such as deposits, withdrawals, and payments. Supports cash and card services, maintains accurate balances, and follows established transaction procedures. * Perform Other Duties as Assigned Assists with scheduling and meeting logistics including preparing materials. May help monitor procedures and attend internal or external meetings and events as needed. The successful candidate should have: * Associate's degree in business related field or equivalent work experience * Prior cash handling and customer service experience preferred. * Strong organizational and multitasking skills, with the ability to meet strict deadlines * Excellent written and verbal communication skills * Proficiency in Microsoft Office and familiarity with Salesforce or similar CRM systems * Ability to handle confidential information with discretion
    $21k-27k yearly est. Auto-Apply 36d ago
  • Director of BankCards - Title Commensurate with Years of Experience

    Bankers' Bank 4.4company rating

    Bankers' Bank job in Madison, WI

    Job Description Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their payments and financial service needs for over 40 years. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, commercial lending, leasing, secondary mortgage products, cash letter/cash management, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Dublin, OH and Indianapolis, IN. Bankers' Bank is seeking a professional for the oversight of the Bankcards division at our Madison, WI headquarters office. This position is responsible for managing card issuing programs, department budgeting, business development, credit quality/collections, policy, regulatory compliance, vendor management and implementation of processes/procedures that create scalability and operation efficiencies. A key responsibility of this role is driving product advancement leading innovation across card products, identifying emerging opportunities, and ensuring the Bank's offerings remain competitive, relevant, and strategically positioned in the marketplace. Leadership & Management Lead the department through strategic vision and product evolution Implement strategies to meet income and budget objectives Assume responsibility for the department regulatory and compliance requirements. Coordinate and oversee the preparation and delivery of customer training and communications Utilize KPIs to provide department and industry related analysis & trends Utilizes leadership skills to mentor, develop and establish a framework for accountability Participates in the Bank's ERM Committee Operations & Business Development Manage business development & card operations Assist with data management projects and system conversions Maintains accurate CRM sales pipeline and data Perform periodic reviews to ensure that procedures are complete, accurate and up to date Maintains and assures the department maintains and complies with established credit card and Bank policies/ department procedures Ensures customer satisfaction and delivery Qualifications Ideal candidate will have a bachelor's degree in finance, accounting, business administration, economics, or other related field or an equivalent combination of education and experience sufficient to perform the position functions of the job and three or more years of leadership and management experience. Ideal candidates will also have credit card industry experience including extensive knowledge of the credit card industry (issuing cards, merchant services, regulations, licensing, customer service, operations, project management and conversions). Prior business development and FIS card program experience.
    $88k-152k yearly est. 7d ago
  • Senior Accountant

    Bankers' Bank 4.4company rating

    Bankers' Bank job in Madison, WI

    Job Description Bankers' Bank is a growing, state-chartered financial institution with close to 1.5 billion in assets committed to assisting community banks with their technological and financial service needs for over a quarter of century. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, over line participations, leasing, secondary mortgage products, payments/cash management, municipal bond underwriting, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, and bank card products. We are seeking a Senior Accountant in our Madison, WI location. This role will be responsible for processing, reviewing, and supporting the overall accounting function at Bankers Bank. They will direct daily, monthly, quarterly and annual accounting activities and ensure compliance with Bank policies and procedures, all applicable state and federal banking laws and all other rules & regulations. The position will continue to mitigate operational and financial statement risk through strong internal controls. Accounting Perform and review daily and monthly account reconciliations of general ledger and internal Demand Deposit Account (DDA) accounts. Evaluate and post journal entries in the general ledger. Perform and reconcile daily activity through the settlement process of our customer funds. Review and streamline processes relating to account reconciliations. Prepare regulatory reporting including but not limited to: Call Report, FR2644, FR-Y9SP, FR-Y8, and FR-Y6. Develop, manage, and train staff in new accounting processes and procedures. File sales and use tax returns for the Bank. Research and apply best practices for the department. Serve as the expert resource for accounting inquiries and solutions. Oversee the Accounts Payable and Fixed Assets processes. Process customer billing through the Account Analysis process month Leadership Assist in establishing and maintaining the Bank's financial policies and procedures by providing operational support to the Accounting & Finance Department. Assist in management of the Bank's general ledger, including analysis and verification of data integrity daily. Manage and prioritize projects with deadlines. The ideal candidates will possess a bachelor's degree in accounting, finance, or other related field or equivalent combination of education and experience sufficient to perform the functions of the job, three or more years of accounting, finance or other related experience, and a demonstrated knowledge of account reconciliation best practices. Experience with a bank or financial institution is preferred.
    $49k-62k yearly est. 19d ago
  • Director of Operations - Equipment Finance

    First Business Bank 4.2company rating

    Brookfield, WI job

    at First Business Bank At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to an inclusive and engaging company culture, and a focus on improving our communities, it's time to take your next career step at First Business Bank and continue doing great things with great people! JOB TITLE: Director of Operations - Equipment Finance LOCATION: Remote; or Hybrid, working out of our Brookfield, WI location OVERVIEW: We are seeking a strategic and results-driven Director of Operations to lead and optimize the operational backbone of our Equipment Finance division. This high-impact leadership role oversees all operational functions within our vendor finance group-including Documentation, Funding, Portfolio Management, and Customer Service-while driving efficiency, compliance, and client satisfaction. As Director of Operations, you will shape the future of our equipment finance business by designing policies, implementing best practices, and creating measurable goals that align with our company vision. This is an opportunity to influence strategy, build a high-performing team, and deliver operational excellence that supports growth. KEY RESPONSIBILITIES Lead Operational Excellence: Oversee all operational areas of the vendor finance group, ensuring efficiency, compliance, and superior client experience. Strategic Planning & Execution: Develop and implement high-level strategic goals focused on process improvement, reporting, and portfolio performance. Team Leadership: Recruit, mentor, and manage a talented operations team. Build a structure that fosters growth, accountability, and continuity. Policy Development: Establish and enforce policies and procedures for documentation, collections, end-of-term processes, and customer service. Cross-Functional Collaboration: Partner with sales and leadership teams to align operational strategies with business objectives and client needs. Performance Monitoring: Create reporting and tracking mechanisms to measure adherence to SLAs, identify inefficiencies, and drive continuous improvement. Documentation Expertise: Oversee the development and maintenance of lease and loan documentation for vendor finance programs. Executive Communication: Maintain close alignment with senior leadership to ensure operational strategies support organizational goals. QUALIFICATIONS EDUCATION Post-secondary degree, in a business related field preferred EXPERIENCE 7-10 years of experience in equipment leasing/finance at least 3-5 years in a senior leadership role managing teams in an equipment leasing/financing organization. SKILLS Deep knowledge of lease/loan accounting practices and documentation. Significant experience negotiating lease and loan documents and structuring high-level vendor programs. Proficiency in transaction structuring and pricing, including use of TValue and financial calculators. Strong understanding of financial calculations (yield, NPV, IRR). Superior verbal and written communication skills with the ability to influence and collaborate across teams. Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation. Proficient in MS Office Suite (Word, Excel, PowerPoint), DocuSign, and CRM platforms (e.g., Salesforce). Skilled in TValue and financial modeling tools. Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include: Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 1 day paid volunteer time 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit sharing contribution Performance based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Plus many other perks and benefits! Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [email protected].
    $93k-123k yearly est. Auto-Apply 44d ago
  • Operations Representative- Bankcards

    Bankers' Bank 4.4company rating

    Bankers' Bank job in Madison, WI

    Job Description Bankers' Bank is a fast-growing financial institution with over 1.5 billion in assets committed to assisting community banks with their payment and financial service needs and 40 years of dedication to our community bank partners. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding company loans, commercial loans, leasing, secondary mortgage products, cash letter/cash management, investment trading, safekeeping and portfolio accounting, correspondent credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Dublin, OH and Indianapolis, IN. We are seeking a Bankcards Operations Representative to join our team in our Madison, WI location. The Bankcards department services community banks in four main product areas: credit cards, merchant services, gift cards, and debit cards. This position requires a skilled problem solver who is enthusiastic to provide superior customer service that exceeds expectations. POSITION FUNCTIONS Customer Service Answer phone calls and respond to email and mail correspondence, managing a large volume of incoming and outgoing requests. Greet customers warmly and ensure each interaction is handled courteously and professionally. Log customer interactions in appropriate recordkeeping systems utilizing proficient data entry skills. Complete necessary requests, provide consistent follow-up, and accurately enter information into appropriate recordkeeping systems. Proactively discuss customer needs in order to fulfill requests accurately on a timely and consistent basis. Build, maintain, and expand customer and team relationships. Proposition recommended strategies in an amicable way and provide proper documentation of discussions. Virtual and/or onsite visits for implementation, training, etc. Proficiency in data entry. Project Work Complete assigned projects providing status updates. Administrative In partnership with the department leadership, contribute to updates on product knowledge, compliance, procedures, products, policies. Ideal candidates will possess superior customer service skills via phone and email and will be skilled in the areas of problems solving, accuracy, attention to detail, and proficient in computer use with and adept in learning new systems. Experience working within the credit/debit card, merchant services industries preferred, along with an associate degree in a business-related field. High school diploma or general equivalency diploma required.
    $36k-50k yearly est. 31d ago
  • Commercial Loan Coordinator

    First Business Financial Services, Inc. 4.2company rating

    Appleton, WI job

    Join us today as a Commercial Loan Coordinator! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! OVERVIEW: As a Commercial Loan Coordinator, you'll play a critical role in managing and servicing our commercial loan portfolio. This position requires a proactive professional who can confidently prioritize multiple deadlines and deliver accurate, timely support to our bankers. The go-to expert for guiding loan renewals, clearing memos and exceptions, and ensuring all documentation meets Bank policies and procedures. From new loan closings to modifications, your expertise will help keep processes smooth and efficient. Working closely with multiple bankers, you'll ensure deadlines are met, renewals are processed promptly, and exceptions stay within goal ranges-all while maintaining clear, concise communication. Work Model: Based out of our Appleton, WI location, onsite Monday-Friday, 8am-5pm. Specifically, as the Commercial Loan Coordinator you will: Loan Coordination (70%) * Partner with bankers to prepare underwriting checklists for new loan requests, renewals, and modifications using bank systems and reports. * Recommend approval paths based on loan policy and assist in routing applications for decisioning and documentation. * Maintain accurate loan pipeline updates and communicate progress to leadership. * Attend loan committee meetings, take notes, and ensure timely follow-up. * Post-approval, manage loan closing checklists, review documentation for accuracy, and handle unexpected changes. * Coordinate pre-closing meetings and expedite required documentation (title work, lien searches, insurance, payoffs, etc.). * Review loan documents and settlement statements for accuracy in terms, covenants, and equity requirements. Exception Management (20%) * Meet regularly with bankers to review outstanding exceptions and request necessary financial information. * Prepare memos for waivers or changes in reporting frequency based on loan policy. * Support tickler management and ensure compliance documentation is properly checked in. Transaction Support (10%) * Assist with commercial loan payments, draws, and construction loan servicing. * Provide documentation for construction draw spreadsheets and ensure timely onboarding of transactions. Additional Responsibilities * Prepare commitment letters and other correspondence, including covenant violation waivers or default letters. * Support specialty-serviced clients and train peers as needed. * Build strong internal and external relationships, participate in team meetings, and attend loan closings when invited, The successful candidate should have: * Commercial loan documentation and servicing experience is required. * Experience in loan participation documentation and servicing is preferred. * Advanced organizational, follow-up, and multi-tasking skills required to achieve multiple deadlines is required. * Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
    $36k-45k yearly est. Auto-Apply 3d ago
  • Treasury Specialist

    First Business Financial Services, Inc. 4.2company rating

    Remote or Madison, WI job

    Join us today as a Treasury Specialist! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Model: Based out of our Madison, WI location and onsite 4 days per week, 8am-5pm with the ability to work remotely 1 day per week. OVERVIEW The Treasury Specialist plays a vital role in delivering exceptional service to clients in the areas of banking and deposit technology. This position focuses on client onboarding, documentation management, product setup and maintenance, and ongoing account monitoring. With a strong attention to detail, deep product knowledge, and a proactive approach to anticipating client needs, the Specialist ensures a seamless and high-quality experience for our business clients. Specifically, as the Treasury Specialist you will: * Provide high degree of personal service to internal and external clients. Assist with client inquiries daily and pre-qualify clients or prospects for treasury products. * Manage new client onboarding and ongoing maintenance for TM Sales Officers which includes client documentation, document preparation, and product set-up information gathering. * Proactively assists Officers to develop deposit and treasury proposals including proposal document preparation and modeling of account analysis fee proforma. * Monitor monthly exception reports and coordinate renewals. * Prepare and schedule account reviews for business clients. The successful candidate should have: * Associate's degree in business related field or equivalent work experience * Superior customer service skills * Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation. * Must type proficiently with a high degree of accuracy. * Excellent interpersonal skills and written and verbal communication skills. * Ability to handle pressure of meeting deadlines.
    $33k-56k yearly est. Auto-Apply 60d+ ago
  • Vice President - SBA Lending

    First Business Financial Services, Inc. 4.2company rating

    Madison, WI job

    At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to an inclusive and engaging company culture, and a focus on improving our communities, it's time to take your next career step at First Business Bank and continue doing great things with great people! JOB TITLE: VICE PRESIDENT - SBA LENDING LOCATION: Currently looking for talent in any of the following markets: Pacific Northwest; Southern California; Arizona; Florida; Texas; Georgia OVERVIEW: We are actively growing our SBA Lending team and looking for experienced sales professionals to help grow the SBA division across our nationwide footprint. The SBA Business Development Officer is responsible for generating new loan opportunities, with a focus on outbound sales by prospecting new clients, developing and deepening existing relationships and leveraging relationships with centers of influence in the community to grow the banks loan and deposit portfolio. The SBA Business Development Officer will be expected to use their credit expertise to evaluate loan opportunities with sound credit judgement, building and maintaining a portfolio of high-quality, profitable relationships consistent with the Bank's strategic and financial objectives. The SBA Business Development Officer will bring deals through the approval and closing process working with the appropriate internal teams (loan operations, credit and underwriting, portfolio management, etc.). KEY RESPONSIBILITIES * New Business Development of SBA Commercial Loans and Deposits * Portfolio Growth and Management * SBA Program Expertise * Compliance * Customer Service * Prepare Management Reports QUALIFICATIONS * Post-secondary degree in a related field of study * Minimum of 5 years of SBA lending sales experience * Extensive working knowledge of SBA lending policies and procedures * Formal credit training, preferred * Evidence of sales and business development success * Established network of referral sources * Ability to analyze and understand financial statements of various business types as well as personal financial statements and tax returns and to present this information in a loan presentation to a committee * Strong attention to detail, problem solving skills, and ability to prioritize work to execute tasks in a fast-paced, deadline driven environment * Exceptional communication skills, both written and verbal, that can be demonstrated with business partners * Excellent customer service and interpersonal skills in order to ascertain and respond to customer needs and objectives to advance the client relationship and meet the Bank's objectives * Strong personal drive and initiative, demonstrated work ethic, and ability to work as a team * Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation
    $114k-163k yearly est. Auto-Apply 16d ago
  • Banking Support Associate

    First Business Bank 4.2company rating

    Appleton, WI job

    at First Business Bank Join us today as a Banking Support Associate! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Model: Based out of our Appleton, WI location and onsite Monday-Friday, 8am-5pm. OVERVIEW The Banking Support Associate is a key contributor in servicing the overall banking portfolio. Focusing on client onboarding, managing documentation, executing product setup and maintenance, and related monitoring, this role follows established procedures. This role provides support to Client Services, assisting with client transactions, answering phones, account documentation, and other service-related tasks. Specifically, as a Banking Support Associate you will: Deliver Exceptional Customer Service - Treasury Management This role is responsible for delivering a high level of personal service to both internal and external clients by promptly answering phone calls, greeting visitors, and responding to emails. The Associate handles routine Treasury Management tasks and related account maintenance and refers complex issues and banking solutions to Treasury Management Officers (TMO) and Client Relationship Specialists (CRS). Key responsibilities include coordinating new client onboarding and ongoing account maintenance, preparing documentation, and gathering product setup information. The role may also support limited client profiling and proposal preparation (including fee modeling). Additional duties may include supporting account reviews to ensure optimal service delivery. Prepare New Account and Maintenance Documents with Accuracy Responsible for opening and closing accounts, processing card applications, and performing routine account maintenance. Monitors key reporting activities to ensure timely and accurate handling across bank offices. Perform Banking Transactions with Accuracy Processes routine transactions such as deposits, withdrawals, and payments. Supports cash and card services, maintains accurate balances, and follows established transaction procedures. Perform Other Duties as Assigned Assists with scheduling and meeting logistics including preparing materials. May help monitor procedures and attend internal or external meetings and events as needed. The successful candidate should have: Associate's degree in business related field or equivalent work experience Prior cash handling and customer service experience preferred. Strong organizational and multitasking skills, with the ability to meet strict deadlines Excellent written and verbal communication skills Proficiency in Microsoft Office and familiarity with Salesforce or similar CRM systems Ability to handle confidential information with discretion Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include: Comprehensive Health, Dental, and Vision plans Competitive compensation, with a focus on professional development and internal mobility Paid vacation time (15 days minimum per year) Paid sick leave (6 days per year) 1 day paid volunteer time 10 paid holidays (annually) Paid parental leave 401(k) program with company matching, plus additional profit sharing contribution Performance based annual incentive program Free and confidential Employee Assistance Program Wellness programs Education Assistance Program Employee Stock Purchase Program Plus many other perks and benefits! Compliance Statement First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [email protected].
    $21k-27k yearly est. Auto-Apply 35d ago
  • Marketing Operations Coordinator

    First Business Financial Services, Inc. 4.2company rating

    Madison, WI job

    Join us today as a Marketing Operations Coordinator! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! OVERVIEW: The Marketing Operations Coordinator plays a critical role in ensuring seamless execution of marketing initiatives and client-facing activities. This position is responsible for managing logistics, tracking expenses, and supporting operational processes that enable the marketing team to deliver high-quality experiences. WORK MODEL: Start date immediate- Based out of our Madison OR Brookfield, WI location, onsite requirements of 1-2 times per month. Therefore, a Wisconsin resident is required. Specifically, as a Marketing Operations Coordinator you will: * Logistics & Execution: Plan and coordinate venues, vendors, A/V, catering, and materials; ensure smooth on-site setup, event flow, and teardown. * Cost Tracking: Monitor budgets, reconcile expenses, process invoices and sponsorships accurately and on time. * Branded Materials: Manage stationery, holiday cards, and giveaways; track orders and resolve issues promptly. * Marketing Support: Provide backup for request intake and assist with documentation, nametags, and shared systems. * Administrative Tasks: Maintain organized records, prepare materials, and proactively share information with stakeholders. The successful candidate should have: * Associates Degree and 1 year of relevant experience, OR 3+ years of Executive Administration experience. * Ability to juggle multiple projects at once, balancing priorities and deadlines. * Highly organized and detail oriented * Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
    $27k-35k yearly est. Auto-Apply 9d ago
  • Director of Operations - Equipment Finance

    First Business Financial Services, Inc. 4.2company rating

    Brookfield, WI job

    At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to an inclusive and engaging company culture, and a focus on improving our communities, it's time to take your next career step at First Business Bank and continue doing great things with great people! JOB TITLE: Director of Operations - Equipment Finance LOCATION: Remote; or Hybrid, working out of our Brookfield, WI location OVERVIEW: We are seeking a strategic and results-driven Director of Operations to lead and optimize the operational backbone of our Equipment Finance division. This high-impact leadership role oversees all operational functions within our vendor finance group-including Documentation, Funding, Portfolio Management, and Customer Service-while driving efficiency, compliance, and client satisfaction. As Director of Operations, you will shape the future of our equipment finance business by designing policies, implementing best practices, and creating measurable goals that align with our company vision. This is an opportunity to influence strategy, build a high-performing team, and deliver operational excellence that supports growth. KEY RESPONSIBILITIES * Lead Operational Excellence: Oversee all operational areas of the vendor finance group, ensuring efficiency, compliance, and superior client experience. * Strategic Planning & Execution: Develop and implement high-level strategic goals focused on process improvement, reporting, and portfolio performance. * Team Leadership: Recruit, mentor, and manage a talented operations team. Build a structure that fosters growth, accountability, and continuity. * Policy Development: Establish and enforce policies and procedures for documentation, collections, end-of-term processes, and customer service. * Cross-Functional Collaboration: Partner with sales and leadership teams to align operational strategies with business objectives and client needs. * Performance Monitoring: Create reporting and tracking mechanisms to measure adherence to SLAs, identify inefficiencies, and drive continuous improvement. * Documentation Expertise: Oversee the development and maintenance of lease and loan documentation for vendor finance programs. * Executive Communication: Maintain close alignment with senior leadership to ensure operational strategies support organizational goals. QUALIFICATIONS * EDUCATION * Post-secondary degree, in a business related field preferred * EXPERIENCE * 7-10 years of experience in equipment leasing/finance * at least 3-5 years in a senior leadership role managing teams in an equipment leasing/financing organization. * SKILLS * Deep knowledge of lease/loan accounting practices and documentation. * Significant experience negotiating lease and loan documents and structuring high-level vendor programs. * Proficiency in transaction structuring and pricing, including use of TValue and financial calculators. * Strong understanding of financial calculations (yield, NPV, IRR). * Superior verbal and written communication skills with the ability to influence and collaborate across teams. * Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation. * Proficient in MS Office Suite (Word, Excel, PowerPoint), DocuSign, and CRM platforms (e.g., Salesforce). * Skilled in TValue and financial modeling tools.
    $93k-123k yearly est. Auto-Apply 12d ago

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Bankers' Bank may also be known as or be related to Bankers Bancorp Inc, Bankers' Bank and Bankers'Bank.