Mortgage Loan Originator
State Bank Financial job in La Crosse, WI
State Bank Financial is seeking a proactive Mortgage Loan Originator who's ready to take initiative, build strong client relationships, and drive results in a competitive market. Success in this role is rewarded - your earnings will reflect the energy and determination you invest.
In this role, you'll guide borrowers through the mortgage process with confidence and care, while growing your business through strategic networking and community engagement. With the right mindset and motivation, your potential here is limitless.
Position Summary
The Mortgage Loan Originator is responsible for providing a high level of customer service in the origination of consumer home mortgage loans. The MLO is also responsible for structuring, underwriting, and closing real estate loans as well as developing a strong referral network in developing new business. The MLO also represents the bank in the community through active involvement in community affairs and participates in the marketing of all the bank's products and services. The MLO also ensures all documentation is complete, accurate, timely, and understands and completes the job responsibilities in accordance with federal and state compliance regulations. Ensures the highest level of customer satisfaction according to our Culture of CARE .
Essential Job Functions
Solicit and develop loans for all aspects of our markets including but not limited to: residential real estate, and new construction.
Originate and pre-qualify customers for mortgage loans by conducting an interview to obtain pertinent financial information, analyzing the financial data and counseling the customer on the appropriate mortgage funding options and other retail products.
Develop a continuous pipeline of loans through internal and external sources by actively working with the commercial, retail, and investment areas.
Maximize bank profitability through appropriate pricing of new loan originations and fee income while meeting loan policy guidelines.
Conduct business development activities which includes establishing relationships with real estate brokers and builders.
Work with the Director of Retail Banking and Director of Marketing to develop and utilize successful marketing strategies.
Work with the loan operations team to ensure all pertinent account documentation has been accurately prepared, processed, dispersed, and collateral has been properly secured.
Assists in contacting real estate customers for missing documentation
Participates and attends loan closings at title company or conducts the closing of refinances in the bank.
Additional Duties and Responsibilities
Maintains knowledge of all bank products and services
Updates knowledge and develops professionally on a continuous basis both internally and externally to stay on top of industry trends, developments, and changes in regulatory law.
Represents the bank in various business and community organizations and events.
Other job-related duties may be necessary to carry out the responsibilities of this position
Software/Technology
Operates a personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet / intranet, and other bank specific software. Utilizes a variety of office equipment including computer printer, calculator, fax/scanner/copier, and multi-line telephone.
Education and Experience
Three-plus years of prior mortgage lending experience required, and high school diploma required; bachelor's or associate degree preferred. Must have NMLS certification, or ability to be certified. Valid driver's license required. Must have the ability to deal effectively with time pressures and stress that can change hourly depending on level of customer activity
Other Skills and Abilities
Ability to apply knowledge in policy and procedure development. Ability to maintain the integrity of highly confidential customer and Bank information. Excellent verbal and written communications skills and strong mathematical skills. Must possess technical ability to input and retrieve computerized information
Competencies
Respect & Community according to our Culture of CARE :
Establishes and maintains respectful and cooperative working relationships.
Demonstrates respect for individuals in all forms of communication.
Supports team and bank goals and objectives.
Demonstrates respect for a positive, diverse work environment and bank community.
Handles interpersonal conflicts constructively.
Focus on Results:
Sets goals in alignment with team and bank priorities
Organizes work to achieve goals
Identifies and solves problems
Achieves targeted results
Accepts responsibility for own actions
Interpersonal Skills:
Builds strong relationships
Is flexible/adaptable
Works well with others
Solicits feedback
Quality Service:
Listens carefully and responds to customer requests and problems
Delivers friendly, courteous service to internal and external customers
Demonstrates a commitment to increasing customer satisfaction
Looks for and makes continuous improvements
Performs with accuracy thoroughness and effectiveness
Sales Skill:
Understands marketplace
Works to meet prospect/customer needs
Effective closing technique
Culture of CARE
C ommunication: Shares information, expresses ideas so they are understood, listens actively to information presented by others, keeps all parties informed
A ssociate Experience: Associate regularly treats co-associates with R espect and I ntegrity, is a C hampion of excellence in their work, and has an attitude of H umility ( RICH).
R ecognition & Development: Seeks new challenges and increased responsibility, seeks and participates in learning and development opportunities, recognizes co-associates for their contributions.
Customer E xperience: We gain insights into our customer needs by identifying opportunities; build and/or deliver solutions that meet or exceed customer expectations; establish and maintain customer relationship.
Working Conditions
Work is performed largely in an office environment, during normal business hours. Deadline pressure is an integral part of the job. Regular mental and visual concentration for computer usage and reading/assimilating complex and technical compliance information is required. Position will alternate between walking, sitting, standing, stooping, bending, and occasional lifting up to 15 pounds of office supplies and/or documents throughout work shift.
Employees with disabilities must meet qualification standards that are job-related and consistent with business necessity and must be able to perform the “essential functions” of the position, with or without reasonable accommodation.
Acknowledgement:
I understand that this job description describes the general nature and level of work performed by associates assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job and does not create an employment contract. I also understand that I may be required to perform other job-related duties as requested by Management. All requirements are subject to change over time, within management's sole discretion, and to possible modification to reasonably accommodate individuals with a disability.
State Bank Financial is an equal opportunity employer of individuals with disabilities and protected veterans.
Auto-ApplyUniversal Banker
State Bank Financial job in La Crosse, WI
Are you looking to grow your career with a company that truly values its people and community? At State Bank Financial, our Universal Bankers play a key role in providing exceptional customer service, building strong relationships, and helping customers reach their financial goals. If you're ready to bring your energy and passion for people to a workplace that values growth and teamwork, we'd love to meet you!
The selected candidate will work primarily in our office in La Crosse, may travel to other branch locations as needed, and will work a Saturday morning rotation.
Position Summary
The Universal Banker is a dual-purpose role which requires an associate to fulfill the responsibilities of both a Teller and a Personal Banker. The Universal Banker is responsible for providing exceptional service to an existing portfolio of bank clients and managing growth through proactive business development. This position is responsible for advising bank customers in their selection of financial products and services, along with processing transactions. Position is accountable for loan, deposit, and revenue growth. This position will also be responsible for expanding the relationship along with targeting new customers and prospects to ensure branch growth. Understands and completes job responsibilities in accordance with federal and state compliance regulations and Bank policies and procedures.
Essential Job Functions
Engage State Bank Financials' clients by welcoming them with a warm friendly smile, pleasant demeanor, using the client's name, whenever possible, and thanking them for doing business with the Bank according to our Culture of CARE .
Responsible for new customer acquisition and managing an existing customer portfolio to ensure branch growth by utilizing sales skills, identifying prospects, follow through on all leads and actively increasing the number of products/services used by customers.
Attends community events, volunteers, and serves the Branch's community while continuing to grow visibility within the market. Actively participate in business development activities for the purpose of attracting additional profitable business for the Bank.
Accurately process deposits and withdrawals for consumer and business customers, loan payments, money orders, foreign currency, and gift cards.
Understands and strictly follows all security, compliance, regulatory, internal control procedures, policies, and laws.
Assists customers with account opening, maintenance, documentation and the utilization of technology and resources the bank has available.
Accurately perform the consumer loan application process through closing.
Complete timely and accurate documentation of client relationship information.
Educate clients on self-service capabilities and encourage use of digital service channels.
Updates knowledge and develops professionally on a continuing basis with Branch Managers approval/awareness. Participates in internal and external training and development opportunities as required.
Other job-related duties may be necessary to fulfill the responsibilities of this position.
Software/Technology
Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet/intranet and other bank specific software. Utilizes a variety of office equipment including computer printer, ten-key calculator, fax machine, scanner/copier, and multi-line telephone.
Education and Experience
Associate or bachelor's degree, and/or two years previous banking and customer service/sales related experience.
Other Skills and Abilities
Strong working knowledge of MS Office products; ability to effectively utilize State Bank Financial operating systems.
Must possess ability to maintain the integrity of highly confidential customer and Bank information; legible handwriting; effective problem-solving skills.
Must have ability to be bonded to obtain Notary certification.
Must have NMLS certification or have the ability to obtain NMLS registration.
Competencies
Respect & Community according to our Culture of CARE :
Establishes and maintains respectful and cooperative working relationships.
Demonstrates respect for individuals in all forms of communication.
Supports team and bank goals and objectives.
Demonstrates respect for a positive, diverse work environment and bank community.
Handles interpersonal conflicts constructively.
Customer Service: Works well with customers, promotes a positive image of the Bank, strives to solve issues raised by customers.
Sales Skills: Understands marketplace, works to meet prospect/customer needs, effective closing technique.
Product Expertise: Knows product features, understands marketplace, shares expertise with others.
Job Knowledge:
Understand job requirements and responsibilities.
Demonstrates ability to perform necessary tasks and procedures.
Keeps informed on up-to-date job methods, skills, and techniques.
Culture of CARE
C ommunication: Shares information, expresses ideas so they are understood, listens actively to information presented by others, keeps all parties informed
A ssociate Experience: Associate regularly treats co-associates with R espect and I ntegrity, is a C hampion of excellence in their work, and has an attitude of H umility ( RICH).
R ecognition & Development: Seeks new challenges and increased responsibility, seeks and participates in learning and development opportunities, recognizes co-associates for their contributions.
E xternal Customer Experience: We gain insights into our customer needs by identifying opportunities; build and/or deliver solutions that meet or exceed customer expectations; establish and maintain customer relationship.
Working Conditions
Work is performed largely in an office environment, during normal business hours. Deadline pressure is an integral part of the job. Regular mental and visual concentration for computer usage and reading/assimilating complex and technical compliance information is required. Position will alternate between walking, sitting, standing, stooping, bending, and occasional lifting up to 15 pounds of office supplies and/or documents throughout work shift.
Employees with disabilities must meet qualification standards that are job-related and consistent with business necessity and must be able to perform the “essential functions” of the position, with or without reasonable accommodation.
Auto-ApplyAssociate Financial Advisor
Burlington, WI job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 196 W Chestnut St Suite B, Burlington, WI
This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $65000.00
Hiring Maximum: $69100.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Maintenance Mechanic Technician
Baldwin, WI job
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a diversity of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Maintenance Mechanic Technician, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
Diagnosing, troubleshooting, repairing, and maintaining mechanical equipment, systems, or processes on slitters, extruders, web systems, conveyors, winders, compressors, and pumps
Machining and fabricating parts
Perform welding, brazing, rigging, and tramming of equipment, and general building repair
Contribute technical recommendations regarding the improvement or optimization of facility equipment and/or process equipment as needed
Complete documentation of work using electronic logbook
Develop and implement maintenance procedures and techniques for a safe, reliable, and efficient operations of assets while supporting business goals and objectives
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Possess an associate degree or higher (completed and verified prior to start) OR be within 6 months of obtaining an associate degree in mechanical maintenance or electro-mechanic field including Mechatronics Specialist and Automation Engineering
Additional qualifications that could help you succeed even further in this role include:
Experience with manufacturing and/or manufacturing technology on web processing equipment
Experience with welding fabrication and machine tool technology
Strong communication and interpersonal skills to interact with a diverse audience
This position may require working any shift as well as working overtime, weekends, or holidays as needed
Work location:
Menomonie, Wisconsin
May include up to 5% domestic
Relocation Assistance: NA
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
#INDPROD
Applicable to US Applicants Only:The starting rate of pay for this position is $36.54, with the potential to reach $38.66 . This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at:
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview:
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
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Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Systems & Infrastructure Support Lead
Waukesha, WI job
This is a leadership position responsible for ensuring the health, reliability, and performance of OwnersEdge's internal systems, infrastructure, and IT support functions. While the role does not currently have direct reports, it is structured with the expectation of growing into a team leadership position as the IT function expands. The person in this role is accountable for the full operation of internal technology systems. This includes managing core infrastructure, supporting cloud and on-premise services, serving as a technical escalation point, and coordinating with our managed service provider (MSP). The role is expected to maintain stable and secure systems, lead troubleshooting and maintenance, and contribute to improving the overall reliability and responsiveness of IT services.
Specific Duties and Responsibilities
· Take full ownership of internal systems and infrastructure, including Azure, Microsoft 365, Windows servers, endpoints, backups, and device management
· Monitor system performance and health using infrastructure tools; proactively address issues to avoid downtime or service interruptions
· Serve as the lead escalation point for support tickets beyond Tier 1; troubleshoot and resolve more advanced or systemic technical issues
· Perform patching, software updates, hardware refreshes, and other maintenance tasks across the technology environment
· Maintain backup systems and recovery procedures, including testing of Veeam or similar tools to ensure readiness and restore capabilities
· Manage Microsoft Intune, Active Directory, Group Policy, and endpoint settings for configuration, compliance, and user support
· Ensure systems are documented clearly, including network diagrams, recovery processes, standard operating procedures, and configuration records
· Coordinate with our MSP to ensure shared support responsibilities are being fulfilled and that performance meets expectations
· Contribute to IT infrastructure projects, including planning and implementing system upgrades, migrations, and new service deployments
· Work alongside the IT Operations & Project Manager to support change control, onboarding, ticket triage, and resolution processes
· Collaborate with cybersecurity roles to apply secure configurations and respond to vulnerabilities or threats
· Support new hire onboarding by preparing equipment, accounts, and initial configuration; ensure smooth handoffs and readiness
· Provide internal guidance and set a high standard for support quality, documentation, and operational follow-through
· Look for opportunities to improve systems, tools, and processes; recommend changes based on observed patterns or recurring issues
· Administer and support networked printers and multifunction devices, including installation, configuration, print server settings, user access, and regular maintenance
· Provide Tier 2 support for key third-party software platforms in use across the company (e.g., ERP systems, CRM tools, business applications), including account issues, performance troubleshooting, vendor coordination, and routine updates
Work Location
Waukesha, WI, with occasional travel to Wisconsin and Midwest offices as needed
On-Call Requirements
While not part of a regular on-call rotation, this role may require occasional after-hours availability for emergency support or scheduled maintenance work
Minimum Qualification (Education and Experience)
· Bachelor or associate degree in computer science, Information Systems, or a related field, or equivalent professional experience
· Five or more years of hands-on experience supporting infrastructure environments, including cloud and on-premise systems
· Proficiency with Microsoft 365 administration (Exchange, Teams, SharePoint), Azure AD, Windows Server, and endpoint management
· Experience managing backups and disaster recovery with Veeam or a similar platform
· Ability to troubleshoot and resolve issues involving user devices, servers, printers, permissions, and system availability
· Familiarity with patching tools, endpoint deployment tools, scripting (such as PowerShell), and routine maintenance operations
· Experience working with or alongside an MSP or third-party support provider
· Strong organizational and communication skills; able to manage time and priorities with minimal supervision
Preferred Qualifications
· Microsoft Azure Administrator Associate certification or equivalent credentials
· Familiarity with virtualization platforms such as VMware or Hyper-V
· Experience leading small projects or contributing to larger IT initiatives
· Working knowledge of basic networking, such as DNS, DHCP, VPNs, and firewall access
· ITIL Foundation certification or exposure to formal service management processes
Knowledge, Skills, and Abilities
· Ability to own and follow through on technical responsibilities without daily oversight
· Practical understanding of systems and infrastructure across a mid-sized environment
· Solid problem-solving and diagnostic skills, with attention to detail
· Strong customer service orientation, with patience and professionalism in supporting end users
· Comfortable writing documentation and keeping records of system setups, maintenance steps, and configuration changes
· Able to manage several ongoing responsibilities and shift between support, maintenance, and project work
· Willingness to adapt to change, learn new systems, and help implement improvements across the IT environment
Essential Job Functions
·30% - Monitor, maintain, and troubleshoot internal systems and services
·25% - Perform patching, backups, and other infrastructure maintenance
·15% - Document systems, coordinate with vendors, and improve processes
·15% - Support project implementation and infrastructure changes
·10% - Handle escalated support and communicate with end users
·5% - Identify areas for improvement and stay current with evolving tools
Palantier Lead
Milwaukee, WI job
Must Have Technical/Functional Skills
• Palantir Foundry Developer
• Python, PySpark
Roles & Responsibilities
• Design and implement data pipelines and workflows using Palantir Foundry.
• Develop and maintain operational and analytical applications within the Palantir platform.
• Collaborate with data engineers, analysts, and business stakeholders to understand requirements and deliver scalable solutions.
• Integrate diverse data sources and ensure data quality, consistency, and governance.
• Create user-friendly tools, dashboards, and visualizations to support decision-making.
• Optimize performance and troubleshoot issues in data pipelines and applications.
• Follow best practices for version control, testing, and documentation.
Generic Managerial Skills, If any
• Good in coordination and Communication with internal and external stakeholders
Base Salary Range: $120,000 - $160,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Office Manager
Sturgeon Bay, WI job
Join our team in the heart of Door County and help facilitate amazing experiences for our guests! As the Office Manager at our beautiful seasonal campground, you'll be a key player in keeping everything running smoothly. You'll lead daily office operations, support the Property Manager, and make sure every visitor leaves with great memories and plans to return.
Key Responsibilities:
· Oversee all front office operations, ensuring efficient daily workflows and exceptional guest service.
· Act as the primary point of contact for daily and seasonal campers-responding to inquiries, taking reservations, and resolving issues promptly both in-person and over the phone.
· Support the Property Manager with administrative duties such as scheduling, reporting, and ensuring corporate compliance.
· Handle financial tasks, including processing payments, deposits, and regular cash handling and balancing.
· Maintain organized records and seasonal camper files, keeping documents current and compliant with corporate and campground policies.
· Assist with seasonal site sales by contacting leads, managing waitlists, and coordinating with prospective campers.
· Communicate and coordinate with vendors, contractors, and service providers to ensure timely delivery of goods and services.
· Collaborate closely with the Park Manager to address guest feedback, identify process improvements, and deliver outstanding campground experiences.
· Maintain a welcoming office environment that reflects our values of hospitality, efficiency, and professionalism.
What We're Looking For:
· High school diploma or GED required, additional education in business, hospitality, or recreation management a plus.
· At least 1-2 years of experience in customer service, administrative support, or hospitality.
· Strong communication and interpersonal skills with a friendly, professional demeanor.
· Excellent organization, time management, and attention to detail.
· Proficiency with computers, reservation systems, and office software (training provided).
· Ability to multitask in a fast-paced, guest-focused environment.
· A team-oriented spirit and a genuine love for camping are a plus!
Why You'll Love It Here:
· Be part of a close-knit, upbeat seasonal team that values community and customer satisfaction.
· Enjoy working in one of Wisconsin's most scenic summer destinations.
· Gain valuable experience in both hospitality management and administrative.
IT Coordinator
Waukesha, WI job
IT Coordinator
Department: Firm Operations
Reports To: Firm Accounting Director
Status: Full-Time, Non-Exempt
The IT Coordinator is an individual contributor responsible for supporting the firm's technology environment, ensuring reliable system performance, and providing hands-on technical expertise across hardware, software, and business applications. This role blends operational support with strategic planning-helping evaluate technology needs, strengthen IT processes, and contribute to long-term improvements that align with the firm's goals. The IT Coordinator works closely with internal teams, external vendors, and leadership to maintain a secure, efficient, and forward-looking technology infrastructure.
Key Responsibilities
Technical Support & Operations (Primary Focus)
Provide day-to-day technical support for employees, including troubleshooting hardware, software, network, and peripheral issues.
Maintain and monitor servers, workstations, mobile devices, and cloud-based systems.
Oversee account provisioning, system access, and application configurations.
Manage software installs, updates, and license tracking.
Support cybersecurity initiatives, including patching, endpoint protection, MFA, access controls, and monitoring alerts.
Maintain IT asset inventory (hardware and software), including procurement and lifecycle management.
Document IT procedures, troubleshooting steps, and support standards.
Supports training staff on firm software.
Systems Administration
Assist with administration of Microsoft 365, Entra, and other core business systems.
Support data backup processes, retention schedules, and recovery testing.
Monitor network performance; escalate issues to vendors as needed.
Project & Strategic Planning Support
Participate in IT planning discussions to identify opportunities to improve workflows, security, and system performance.
Research emerging technologies, tools, and solutions that support the firm's long-term IT strategy.
Assist in developing technology roadmaps and recommending system upgrades or process improvements.
Support implementation of new technology initiatives, coordinating logistics, user communication, testing, and training.
Provide insights to leadership on IT risks, efficiencies, and optimization opportunities.
Facilitate sharing of best practices efficiencies.
Vendor Management
Work with third-party software vendors and service providers to support system reliability and project execution.
Assist in evaluating vendor performance and researching new technology partners.
Track service tickets.
Qualifications
Education & Experience
Associate or bachelor's degree in information technology, Computer Science, or related field preferred.
5+ years of hands-on IT support experience.
Experience in a professional service or multi-location environment a plus.
Technical Skills
Strong knowledge of Windows OS, Microsoft 365, Azure AD, and network fundamentals.
Familiarity with cybersecurity tools and best practices.
Experience with troubleshooting hardware, software, and cloud-based applications.
Understanding of backup systems, endpoint management, and mobile device management (MDM).
Experience contributing to IT planning, project coordination, or process improvement is preferred.
Core Competencies
Strong problem-solving and diagnostic skills.
Excellent communication skills and the ability to support users at all technical levels.
Ability to manage multiple priorities in a fast-paced environment.
Detail-oriented with strong documentation habits.
Proactive mindset with interest in long-term IT growth and strategy.
Working Conditions
Onsite presence required [insert schedule expectations].
Occasional after-hours support during system updates or outages.
Ability to lift up to 40 lbs. (equipment).
Associate Financial Advisor
Stoughton, WI job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 400 W Main St, Stoughton, WI
This job posting is anticipated to remain open for 30 days, from 04-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $65000.00
Hiring Maximum: $69100.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Event Services Specialist
Green Bay, WI job
Discover Green Bay is looking for a warm, organized, energetic team member to help us welcome visitors and showcase everything Greater Green Bay has to offer. Our Event Services Specialist stays plugged in as the heartbeat of hospitality in our community. Build and maintain relationships with local business owners and decision makers. Help match event needs with the incredible restaurants, venues, attractions, and service providers that make Greater Green Bay a showcase destination. Coordinate details, prepare materials, create unique gift baskets, schedule logistics, and ensure every individual group feels genuinely welcomed. Your work will shape how visitors experience Greater Green Bay.
This flexible, part-time position (about 16 hours per week) is perfect for someone who loves details, communication, and creating memorable moments. You'll join a fun, supportive team and take pride in bringing events to life with professionalism, creativity, and heart.
If you're ready to help make unforgettable experiences happen, we'd love to meet you.
GENERAL SUMMARY:
The Event Services Specialist provides exceptional support to conventions, meetings, and sports events that bring visitors to the Greater Green Bay area. This part-time role focuses on delivering outstanding service to event planners and guests while showcasing everything Greater Green Bay has to offer as a premier meeting destination.
The Specialist coordinates event logistics, communicates with planners and local partners, and ensures that each group enjoys a seamless and welcoming experience. Through professionalism, attention to detail, and genuine enthusiasm for the region, this position helps reinforce Discover Green Bay's reputation for excellence.
RESPONSIBILITIES: ESSENTIAL JOB FUNCTIONS:
Serve as the primary point of contact for assigned conventions, meetings, and sports events after booking, providing responsive, professional, and proactive support to planners and attendees.
Serve as liaison between confirmed meeting, convention, and sports event planners and local hospitality partners to ensure service needs are met efficiently.
Promote Greater Green Bay's hospitality community by connecting event organizers with local venues, attractions, restaurants, and service providers that enhance their group's experience.
Collaborate with the Sales team to develop and implement service plans that align with each event's goals, including timelines, communications, and follow-up.
Prepare and coordinate event materials, such as name badges, welcome packets, delegate kits, signage, and destination information.
Assist event planners with program enhancements such as transportation, identifying local speakers, entertainment, spouse programs, tours, special activities, and signature experiences; coordinate welcome addresses and on-site registration logistics to ensure a smooth and engaging start to each event.
Work closely with the Director of Partnerships to assemble and deliver donation baskets or welcome gifts that highlight Greater Green Bay's local products, attractions, and hospitality partners.
Represent Discover Green Bay at events by providing on-site assistance-including registration or hospitality desk coverage-and ensuring guests receive a warm and knowledgeable welcome to the community.
Recruits, engages, and schedules volunteers for conventions, meetings, and sports events, ensuring they represent the Discover Green Bay's values and deliver a welcoming, professional, well-prepared, exceptional experience for all guests.
Maintain a strong understanding of the destination's amenities, attractions, and hospitality offerings to confidently promote Greater Green Bay to visiting groups and partners.
Support repeat business and client satisfaction efforts by documenting post-event feedback, updating CRM records (Simpleview), and assisting with follow-up communications.
Collaborate with internal departments to ensure consistent messaging and quality across all visitor-facing materials and experiences.
Maintain all necessary records and reports including entertainment databases through the organization's chosen CRM system.
Demonstrates the DGB's mission, vision, and values by consistently providing warm, authentic, and service-oriented experiences that reflect the spirit of Greater Green Bay. Acts as an ambassador of the community, fostering collaboration, inclusion, and pride among visitors, partners, and colleagues.
Performs all other duties as assigned.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
1. Demonstrated ability to provide professional, proactive support to clients and partners in the meetings and hospitality industries.
2. Strong written and verbal communication; able to represent the community positively with planners, vendors, and the public.
3. Ability to manage multiple servicing projects, track timelines, and meet deadlines in a part-time schedule.
4. Demonstrates empathy, active listening, and situational awareness when working with planners, partners, and teammates; effectively manages stress, maintains professionalism, and builds trust-based relationships that reflect the Discover Green Bay's culture of hospitality and respect.
5. Well-versed in Microsoft Office Suite and CRM software as well as demonstrated expertise in database management and CRM systems.
6. Flexible and collaborative; able to work independently, anticipate needs, and problem-solve in a fast-paced environment.
7. Enthusiasm for Greater Green Bay and its tourism assets; commitment to sharing destination knowledge with visitors and partners.
EQUIPMENT TO BE USED:
Hardware and software chosen by the organization including Microsoft Office, Simpleview, Google Docs, etc.
Audio/Visual equipment such as projectors and other presentation/speaker related equipment.
Trade show booths, displays and equipment associated with trade shows.
Must be able to operate a motor vehicle and have a valid driver's license.
TYPICAL PHYSICAL DEMANDS:
Frequent mobility and/or sitting required for extended periods of time. Requires eye-hand coordination and manual dexterity to operate keyboard and other standard office equipment. Eyesight correctable to 20/20 to read communications, reports and computer terminals. Requires hearing within normal range when communicating with company personnel or clients in person or via the telephone. Must have a valid driver's license in order to perform outside convention sales calls. Requires occasional lifting to 50 pounds. May require some irregular work hours.
WORK ENVIRONMENT:
1. Normal office environment with little exposure to excessive noise, dust, temperature, and the like.
2. Regular local travel to partner facilities and event venues.
3. Position is part-time (averaging approximately 16 hours per week) based upon the needs of the organization and the event calendar.
Vice President of Manufacturing Operations, Energy Solutions & Services
Waukesha, WI job
Reporting to the President of Energy Services and Solutions Group, the Vice President of Operations will lead Manufacturing, Continuous Improvement, and Industry 4.0 Initiatives. You will develop and execute short and long-term plans to achieve the key operational objectives and annual profit plan for the business, impacting nearly $4.6B revenue. You will have the opportunity to lead 5 divisions including 15 manufacturing plants cross the US and Mexico with a focus on business growth, technological transformation, and delivering an exceptional customer experience.
Essential Functions:
* Develop and lead initiatives in alignment with the strategic plan and annual profit plan objectives to drive operational performance and financial results.
* Establish objectives and track key performance indicators across the organization. Ensure prompt and accurate reporting systems on all aspects of operations, leveraging EPM and Balanced Score Card.
* Drive the manufacturing strategy for the Group and divisions optimizing capacity utilization through footprint strategy for sites and key manufacturing technologies
* Proactively champion Operations focused on Environmental, Health & Safety (EHS), driving a zero-incident culture.
* Lead and support implementation of the Operating for Growth (O4G) transformation for the Manufacturing/OPEX workstream. Partner cross functionally with transformation teams to support Group sites evolving to cost centers
* Create a culture of exceeding customer expectations, ensuring that the organization is highly responsive to customer needs and issues.
* Continuously improve operations through alignment with the Eaton Business System with a strong focus on driving a Lean Culture, drive technology enablement and I-4.0 strategy, implementation, and execution.
* Drive change through improved organizational capability, ensuring motivation and retention of a high-performance management team and workforce.
* Demonstrate a leadership style that perpetuates the Eaton Leadership Model and the Eaton Code of Ethics.
Qualifications and Experience
* Bachelor's degree required; MBA preferred.
* 15+ years' experience with progressive levels of responsibility in Manufacturing, Supply Chain, OPEX for a global manufacturing leader in a similar scope/scale role.
* Plant manager and multi-site management experience
* Demonstrated success in driving zero incident culture, with employee ownership of EHS.
* Knowledge and experience with multiple ERPs and conversions preferred.
* Proven track record in building high performance teams, leading cross-functionally, developing and retaining employees, and driving organizational change.
* Knowledge of current technologies in manufacturing (assembly and fabrication), engineering, materials management/inventory control, distribution and logistics, purchasing, quality assurance systems processes and practices.
* Strong financial and business acumen; prior profit and loss responsibility required.
* Track record of successful leadership, performance results, organizational development, and operational improvement.
The expected annual salary range for this role is $236,997.00 - $ 347,595.60 a year. This position is also eligible for a variable compensation compenent.
Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.
The application window for this position is anticipated to close on 8/13/2026.
We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws.
You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.
To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number.
We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Sales and Marketing Director
Madison, WI job
MISSION STATEMENT We are Called to serve a thriving community of seniors that live with dignity, connection and purpose. CORE VALUES Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values: * Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
* Faith: We have a commitment to remain true to the vision and mission of Oakwood.
* Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
* Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers.
* Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.
ESSENTIAL RESPONSIBILITIES (including but not limited to) for the Sales and Marketing Director:
Sales Leadership & Census Management
* Drive occupancy and census growth across Independent Living, Assisted Living, and Memory care.
* Oversee, coach, and support a five-person sales team responsible for managing the full sales pipeline-from inquiry to waitlist to closing.
* Serve as a working manager, actively participating in sales efforts and providing backup coverage for counselors as needed.
* Monitor and analyze sales metrics, forecasting, and conversion rates, adjusting strategies to ensure targets are met.
* Oversee and participate in the management of the community waitlist, ensuring timely communication and accurate tracking.
* Act as the first point of contact for contract-related questions from prospective residents, current residents, and staff members, ensuring clarity, consistency, and compliance with organizational standards.
* Support major sales initiatives, including the lease-up of new builds.
Marketing & Outreach
* Oversee execution of social media, event promotion, and on-the-ground marketing activities.
* Partner with the CMO on advertising, campaigns, content development, and reporting.
* Gather sales team insights to inform messaging and marketing initiatives.
* Represent the organization at community events, outreach activities, and networking opportunities.
Collaboration & Leadership
* Partner closely with the CMO and other campus leaders to align census strategies with organizational goals.
* Ensure consistency in communication and brand standards across marketing channels.
* Contribute to a culture of hospitality, teamwork, and mission-driven service.
ESSENTIAL QUALIFICATIONS
* Demonstrated ability to meet or exceed occupancy/census goals.
* Strong working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
* Proficiency with marketing tools such as CRM systems, Social media platforms and Analytics tools,
* Working knowledge of Email marketing platforms, Basic design tools
* Excellent communication, presentation, and relationship-building skills.
* Strong organizational and analytical abilities.
* Ability to balance strategic leadership with hands-on execution in a lean environment.
EXPERIENCE, EDUCATION, AND/OR TRAINING for the Sales and Marketing Director
* Bachelor's degree in Marketing, Communications, Business, or related field (or equivalent experience).
* 5+ years of experience in sales leadership, preferably in senior living, Real Estate, or other related service industry.
Maintenance Mechanic Technician
Spring Valley, WI job
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a diversity of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Maintenance Mechanic Technician, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
Diagnosing, troubleshooting, repairing, and maintaining mechanical equipment, systems, or processes on slitters, extruders, web systems, conveyors, winders, compressors, and pumps
Machining and fabricating parts
Perform welding, brazing, rigging, and tramming of equipment, and general building repair
Contribute technical recommendations regarding the improvement or optimization of facility equipment and/or process equipment as needed
Complete documentation of work using electronic logbook
Develop and implement maintenance procedures and techniques for a safe, reliable, and efficient operations of assets while supporting business goals and objectives
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Possess an associate degree or higher (completed and verified prior to start) OR be within 6 months of obtaining an associate degree in mechanical maintenance or electro-mechanic field including Mechatronics Specialist and Automation Engineering
Additional qualifications that could help you succeed even further in this role include:
Experience with manufacturing and/or manufacturing technology on web processing equipment
Experience with welding fabrication and machine tool technology
Strong communication and interpersonal skills to interact with a diverse audience
This position may require working any shift as well as working overtime, weekends, or holidays as needed
Work location:
Menomonie, Wisconsin
May include up to 5% domestic
Relocation Assistance: NA
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
#INDPROD
Applicable to US Applicants Only:The starting rate of pay for this position is $36.54, with the potential to reach $38.66 . This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at:
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview:
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Business Development Administrative Assistant
Pleasant Prairie, WI job
The Business Development Administrative Assistant position develops new client relationships to increase sales of services. Acts as a frontline for client relations, utilizes marketing tools such as LinkedIn and Constant Contact, onboards new clients to our services, assists with organization of events, and provides project specific administrative support.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Manage Constant Contact database and coordinate company blasts
Create marketing outreach groups based on centers of influence to include franchise consultants, banks, etc.
Manage Association Relationships (IFA, IFPG, etc.)
Coordinate communication to association members delivering SAS value proposition with goal of establishing meetings with the members.
Manage LinkedIn contacts; research and utilize marketing features to leverage existing contacts and to create additional connections
Create weekly messaging on LinkedIn.
Manage trade shows and conferences to include pre-conference directories, setting up meetings and post show follow up.
Coordinate trade show shipping logistics with Office Assistant.
Prepare and send agreements to new clients
Request and print various reports for our clients
Other duties may be assigned
Treasury Management Alst
Milwaukee, WI job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Treasury Management Analyst (TMA) role that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team).
Key Accountabilities
* Partner with assigned TM Consultants in all aspects of the sales process
* Proficiency in knowledge of all TM solutions and their benefits to our clients
* Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process.
* Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas.
* Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends.
* Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities.
* Will serve as quality control of current client charges to identify and resolve revenue leakage.
* Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc.
* Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy
* Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
* Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external)
* Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually.
* Work jointly with cross-functional team and assist in overall solution development and value proposition.
* Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations.
* Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
* Ensure complete client satisfaction through proactive partnership and providing timely responses to requests.
* Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests.
* Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions)
* Periodic travel required for training, internal and external sales meetings.
* Other duties as requested.
Key Competencies for Position
Compelling Communication - Openly and effectively communicates with others:
* Effectively and transparently shares information and ideas with others
* Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain
* Unites others towards common goal
* Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction
Develops Talent - Strengthen your abilities for today and beyond:
* You Own You - you own your development and career
* Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior
* Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs
* Continuously develops self for current and future roles
Makes Decisions & Solves Problems - Seeks deeper understanding and acts:
* Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency
* Collaborates and seeks to understand the root causes of problems
* Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time
* Takes action that is consistent with available facts, constraints and probable consequence
Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience:
* Passionately serves internal/external clients with excellence
* Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally
* Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team
* Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value
Qualifications and Education Requirements
* BS/BA degree in Business/Finance or equivalent education & experience
* Comprehensive knowledge of Treasury Management products and services
* An understanding of the TM sales process; sales, implementation & service functions
* Ability to work under minimal supervision, and work well under pressure.
* Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks.
* Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally.
* Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles.
* Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems
* Demonstrated willingness to learn, implement feedback, and take action.
* Ability to develop strong working relationships with clients and associates.
* Demonstrated client service experience required (phone and face-to-face)
* Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment.
Preferred Qualifications:
* Certified Treasury Professional Designation (CTP)
* Accredited ACH Professional Designation (AAP)
* 2-5 year's banking experience
* 1 year TM Operations, Training, and/or Implementation Experience
* 2 years sales experience; interest in consultant career path
* Ability to interpret and analyze Financial Statements
Salary Range
The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
* Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales
* Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients
* Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
* Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
* Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
* Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
* Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
* Traveling to and presenting/actively engaging at client sites
* Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking)
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Auto-ApplyMortgage Loan Processor
Beloit, WI job
Key Responsibilities
Review mortgage loan applications submitted through Blend and entered into Byte Loan Origination System (LOS) for accuracy and completeness.
Verify borrower information, including income, assets, employment, liabilities, and credit reports, ensuring proper documentation is obtained.
Order and review appraisals, title work, flood certifications, verifications of employment/assets, and other third-party services.
Prepare and deliver required loan disclosures and ensure compliance with federal and state lending regulations, including TRID.
Communicate clearly and proactively with members, loan officers, real estate agents, and closing agents throughout the loan process.
Work closely with underwriters to resolve conditions and provide requested documentation in a timely manner.
Maintain detailed and accurate records in Byte LOS and ensure loans meet internal and investor guidelines prior to closing.
Monitor pipeline to meet processing turn-time goals and credit union service standards.
Support members by providing guidance on documentation requirements and ensuring a smooth and positive mortgage experience.
Availability to attend special off site sales events and credit union functions, as needed.
Requirements
High school diploma or equivalent required; associate or bachelor's degree in business, finance, or related field preferred.
Minimum 2 years of mortgage processing or lending experience in a financial institution or mortgage company.
Proficiency with mortgage loan origination systems; experience with Byte and Blend strongly preferred.
Strong knowledge of mortgage products, TRID, RESPA, HMDA, and other applicable regulations.
Excellent organizational skills and attention to detail.
Strong communication skills with the ability to explain complex information in a clear and member-friendly manner.
Ability to manage multiple files simultaneously while meeting strict deadlines.
Team-oriented with a commitment to providing outstanding member service.
Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.
Working Conditions:
Normal office working conditions with the absence of disagreeable elements.
Note
: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Salary Description $20-$24 per hour
Fraud Analyst II, Part-Time (Oak Creek)
Oak Creek, WI job
Job Details OCO Oak Creek - Oak Creek, WIDescription
BASIC RESPONSIBILITES:
Under the supervision of the VP of Member Services the incumbent of this role will be responsible for several functions. This is including, but not limited, to servicing internal and external member requests for ATM/Debit Card services, following up on possible fraudulent activity, daily processing and reviewing of Fraud Department reports, maintaining accurate documentation of conversations and situations and contacting members with negative accounts. This role supports the Credit Union's fraud detection and Bank Secrecy Act (BSA) compliance efforts. Core responsibilities may shift based on department needs, certifications, and internal career progression.
OUR CORE VALUES:
The Fraud Analyst II will be expected to act in a manner which is in accordance with Guardian Credit Union's values:
Relationships - We treat each other, our members, and our community with respect.
Accountability - We hold ourselves to a higher standard.
Teamwork - We work together to reach our goals.
Honesty - We believe in conducting ourselves with honesty, integrity, trust, and fairness.
ESSENTIAL FUNCTIONS:
Completes required daily/monthly departmental reports and fraud detection software alerts. Evaluates activity for the early detection and prevention of fraud. Monitors new account activity and takes action to close or freeze activity when warranted.
Investigates and properly documents possible fraud and suspected criminal misconduct both internally and externally, including kiting and forgery. Report all criminal misconduct to management.
Researches and resolves internal and external member service inquiries in a timely and accurate manner.
Provides on-going compliance training and technical assistance to help branches reduce fraud. Assists in conducting training sessions for staff meetings. Keeps all staff informed regarding crime alerts, possible scams and potential losses.
Works as a liaison with law enforcement agencies in conducting fraud investigations.
Addresses internal and external member service requests from ATM/Debit card services encompassing the exclusion of ATM/debit cards from card blocking rules, fraud alerts, and processing and investigating debit disputes.
Contacts members with negative shares by telephone and mail. Determines the reason for negative balance and takes appropriate action to bring positive and keep positive.
Investigates and completes all Verafin alerts/cases, taking appropriate action when necessary.
Performs Customer Due Diligence and Enhanced due diligence and fully documents all investigative findings and/or secures additional member documentation as required.
SECONDARY FUNCTIONS:
Serves as a back up to department personnel.
Collects and maintains records for all Subpoena requests with the assistance of the audit department.
Performs other departmental duties as assigned.
Cross sells credit union services when appropriate.
Qualifications
SKILLS AND ABILITIES REQUIRED:
Education/Experience: Any combination equivalent to education and experience that provides required knowledge and skills qualifying. The typical qualifications preferred would be equivalent to completion of a high school degree and a minimum of 2 years' experience in a credit union or other financial institution. Requires a working knowledge of Fraud and BSA functions with CBSAP Certification.
SKILLS:
Professional, well-developed interpersonal skills necessary for servicing credit union members and projecting a positive image as a representative of the credit union.
Must demonstrate strong member focus with ability to provide efficient, friendly service in a fast paced, team-oriented environment.
Must be able to handle confidential information with discretion, retain composure under pressure, and reflect a pleasant, courteous telephone and business-like manner.
Must have a demonstrated ability to interpret and explain Credit Union policy and perform transactions to member accounts while adhering to policy.
Thorough knowledge of Credit Union services offered to membership and demonstrates ability to cross-sell/refer such services effectively.
Must present a professional, business-like appearance and manner.
Must be bondable.
WORK ENVIRONMENT:
While performing the duties of this job, the employee regularly works in an office setting.
PHYSICAL DEMANDS:
The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation.
Ability to remain in a stationary position 75% of the time.
Ability to move about inside the office to access file cabinets, office equipment, etc.
Ability to move items, such as boxes, up to 20 lbs. across office for various needs.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Ability to constantly operate a computer and other office productivity equipment, such as a calculator, copy machine, fax machine and printer.
TRAVEL:
Local travel to worksites may be required at times.
HOURS:
This position is part-time approximately 25 hours per week, scheduled Monday through Friday between the hours of 8:00 a.m. and 5:30 p.m., with rotating Saturday shifts from 8:30 a.m. to 12:30 p.m.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Teller I
Centerville, WI job
Citizens First Bank is now seeking a Universal Banker to work full-time from our Centerville branch! Citizens First Bank is a family-owned community bank with roots dating back to 1969. We are proud of our role in helping people and businesses grow and thrive in Viroqua, Sparta, Trempealeau, Viola, Centerville, and Holmen.
Citizens First Bank supports local community organizations and non-profits and our employees take part in community events and volunteer to help improve the lives of others. At Citizens First Bank, our strength is in our people. We believe our employees' experiences, backgrounds, and lives contribute to their roles and our communities. If this sounds like something that you would like to be a part of, apply today for consideration!
POSITION SUMMARY: Performs teller duties, both routine and complex accurately and professionally. Assists with customer inquiries/problem solving. Willing to rotate between locations as needed.
PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES:
Functions as an experienced, fully trained Teller, receiving and processing Teller transactions accurately and timely. Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT.
Handles all face-to-face transactions. Opens new accounts, edits accounts and close customer accounts when necessary.
Cross sells and/or refers Bank products and services to specific customers through needs identification, maximizing profitable relationship. Interacts with customers to identify their needs. Works with appropriate areas of the Bank to refer customers.
Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies for self and other tellers. Maintains adequate cash and/or cash drawer limits as required by Bank policy.
Provides outstanding customer service for all types of customer inquiries and transactions. Includes accurate, professional, efficient service to all customers.
Opens night deposit vault and ensures contents are processed using dual control at all times. Balances ATM, replenishes cash supply and ensures ATM is working.
Provide support to the branch operations by scanning and operating the proof machine as needed.
Rents/grants access to safe deposit boxes. Verifies access authority against safe deposit contracts for each request exercising prescribed controls. Check booth or conference room after each use. Accepts and processes payments for new boxes, renewals, drilling fees and lost key fees. Input safe deposit information to manual and computer system according to established procedures. Purge files as appropriate.
Other duties as assigned.
ROLE QUALIFICATIONS:
Education
High school diploma
Experience:
A minimum of 1 to 3 years related cash handling experience and/or related experience preferred, but not required
Other Skills and Abilities:
Strong communication skills
Customer service focused
Maintain confidentiality of customer information
Resourceful, well organized and ability to multitask
Effective problem-solving and decision-making skills
Strong attention to detail
Understanding of regulatory compliance
Sales skills
Ability to operate a personal computer
PERFORMANCE MEASURES:
Meets or exceeds annual goals as pre-established by immediate supervisor
Effectiveness of communications and development of good working relationships with co-workers and customers
Balances efficiently and accurately, with quarterly offages
Maintains confidentiality of customer account information
Follows established policies and procedures in responding to inquiries and requests
Cross sells additional products/services based on customer profile and customer need
Willingly participates in bank training, including sales and service training
In compliance with all regulations related to job duties
PERKS OF WORKING WITH US:
Competitive wage
Year-end bonuses
Discretionary profit share CD contribution
3% safe harbor contribution to 401k
Fully comprehensive benefits package
Family-oriented culture and teams
Community involvement and Volunteer PTO
Bank-sponsored get-togethers outside of work
All-staff training and celebration days
And so much more!
The first 500 hours worked are with Express Employment.
Commercial Banking Spec II
Milwaukee, WI job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Job Summary
The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients.
The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
Salary Range
The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Assists with Loan Process
Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing.
Reviews and manages open applications in LOS for assigned RMs.
During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
Coordinates loan closings and attends loan closings to perform Notary services if necessary
Submits closed loan packet to Loan Fulfillment for funding and booking.
Assists with Depository Process
Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
Assists with Sales Support and Administrative Needs
Conducts research and organizes outreach for business development activities.
Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
Understands and complies with all applicable compliance rules and regulations.
Assists with Portfolio and Credit Administration
Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
Tracks upcoming loan maturities and contacts clients to request financial information as needed.
Assists in clearing past due financials, post-closing exceptions, and trailing documents.
Key Competencies for Position
Compelling Communication - Openly and effectively communicates with others.
Effectively and transparently shares information and ideas with others.
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
Unites others towards common goal.
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
Collaborates and seeks to understands the root causes of problems.
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence.
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Promotes Change - Seeks to understand and embrace change.
Actively seeks, information to understand the rationale, implications and impact for changes.
Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change.
Willing to act quickly, learn and adjust as needed.
Identifies and recommends changes to leadership to improve performance.
Qualifications and Education Requirements
Associate degree in administrative services/business or equivalent experience required.
Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
Strong working knowledge of Microsoft Word and Excel.
Focus on providing excellent service to RMs, Clients and Bank Partners.
Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
Ability to communicate with clients and key decision makers effectively and independently.
Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.
Appropriate attention to detail and organizational skills.
Able to adapt and manage changing priorities and deadlines.
Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Key Measures of Success/Key Deliverables
· High level of service to RMs and external clients.
· Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
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Auto-ApplyInternship - PWM Investment Solutions Support (Year-Round)
Milwaukee, WI job
About the Role: The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Solutions Support team is responsible for partnering with financial advisors, branch associates, portfolio managers, and other key partners seeking general information on the solutions available. They also work with various areas of the firm to develop guidelines, tools, and best practices in support of the business. As an intern, you'll learn about investment offerings that we provide to our financial advisors and understand how they use our solutions for clients' investment needs.
This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May 2026.
The Impact You'll Make:
Support and maintain applications used for Managed Product offerings (e.g,. Envestnet)
Collaborate with Investment Solutions Associates to define, evaluate, and deliver actionable data for field use
Assess book of business efficiencies to assist field consultants in preparing for branch office visits
Maintain and update content on the firm's intranet site (BairdWeb), ensuring accuracy and relevance
Perform additional duties and assist with ad hoc projects as assigned
What You'll Bring to Baird:
Pursuing a bachelor's degree in finance, economics, business or related degree preferred
Anticipated graduation date of May 2027 or later
Strong written and verbal communication skills
Ability to work in a team environment and manage priorities to meet specific deadlines
Exceptional organizational and time management skills with a high attention to detail
Strong client service critical thinking and troubleshooting skills
About Our Intern Program:
Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future.
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-Apply