Treasury Management Associate
First Business Financial Services, Inc. job in Appleton, WI
Join us today as a Treasury Management Associate! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
Work Model: Based out of our Appleton, WI location and onsite Monday-Friday, 8am-5pm.
OVERVIEW
The Treasury Management Associate is a key contributor in servicing the overall banking portfolio. Focusing on client onboarding, managing documentation, executing product setup and maintenance, and related monitoring, this role follows established procedures. This role provides support to Client Services, assisting with client transactions, answering phones, account documentation, and other service-related tasks.
Specifically, as a Treasury Management Associate you will:
* Deliver Exceptional Customer Service - Treasury Management
This role is responsible for delivering a high level of personal service to both internal and external clients by promptly answering phone calls, greeting visitors, and responding to emails. The Associate handles routine Treasury Management tasks and related account maintenance and refers complex issues and banking solutions to Treasury Management Officers (TMO) and Client Relationship Specialists (CRS).
Key responsibilities include coordinating new client onboarding and ongoing account maintenance, preparing documentation, and gathering product setup information. The role may also support limited client profiling and proposal preparation (including fee modeling). Additional duties may include supporting account reviews to ensure optimal service delivery.
* Prepare New Account and Maintenance Documents with Accuracy
Responsible for opening and closing accounts, processing card applications, and performing routine account maintenance. Monitors key reporting activities to ensure timely and accurate handling across bank offices.
* Perform Banking Transactions with Accuracy
Processes routine transactions such as deposits, withdrawals, and payments. Supports cash and card services, maintains accurate balances, and follows established transaction procedures.
* Perform Other Duties as Assigned
Assists with scheduling and meeting logistics including preparing materials. May help monitor procedures and attend internal or external meetings and events as needed.
The successful candidate should have:
* Associate's degree in business related field or equivalent work experience
* Prior cash handling and customer service experience preferred.
* Strong organizational and multitasking skills, with the ability to meet strict deadlines
* Excellent written and verbal communication skills
* Proficiency in Microsoft Office and familiarity with Salesforce or similar CRM systems
* Ability to handle confidential information with discretion
Auto-ApplyTreasury Specialist
First Business Financial Services, Inc. job in Madison, WI or remote
Join us today as a Treasury Specialist! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
Work Model: Based out of our Madison, WI location and onsite 4 days per week, 8am-5pm with the ability to work remotely 1 day per week.
OVERVIEW
The Treasury Specialist plays a vital role in delivering exceptional service to clients in the areas of banking and deposit technology. This position focuses on client onboarding, documentation management, product setup and maintenance, and ongoing account monitoring. With a strong attention to detail, deep product knowledge, and a proactive approach to anticipating client needs, the Specialist ensures a seamless and high-quality experience for our business clients.
Specifically, as the Treasury Specialist you will:
* Provide high degree of personal service to internal and external clients. Assist with client inquiries daily and pre-qualify clients or prospects for treasury products.
* Manage new client onboarding and ongoing maintenance for TM Sales Officers which includes client documentation, document preparation, and product set-up information gathering.
* Proactively assists Officers to develop deposit and treasury proposals including proposal document preparation and modeling of account analysis fee proforma.
* Monitor monthly exception reports and coordinate renewals.
* Prepare and schedule account reviews for business clients.
The successful candidate should have:
* Associate's degree in business related field or equivalent work experience
* Superior customer service skills
* Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
* Must type proficiently with a high degree of accuracy.
* Excellent interpersonal skills and written and verbal communication skills.
* Ability to handle pressure of meeting deadlines.
Auto-ApplyRetirement Plan Advisor
Milwaukee, WI job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
This Retirement Plan Advisor will work with public employees in Wisconsin, primarily Eastern and Central WI, and must be able to travel within the region as necessary.
What you will do
Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
Manage meeting schedule, including travel booking
Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
Achieve plan level and individual goals to help achieve service level agreements and business results
Participate in client meetings, sales finals, or other external meetings as needed
Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
Bachelor's degree or equivalent work experience in lieu of a degree
3 - 5 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint, and Teams required
Strategic thinker who can work independently required
Strong relationship building and territory management skills required
FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
FINRA fingerprinting required upon hire
What will set you apart
Working knowledge of Salesforce preferred
Working knowledge of building blocks for successful retirement planning preferred
Basic understanding of defined contribution plans preferred
Practical experience providing high-level, consultative client interactions preferred
#PJRPA
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$70,800.00 - $99,975.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
12-20-2025
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Workplace Flexibility: Remote - Must reside within territory
Loan Processor - Hybrid!
First Business Financial Services, Inc. job in Madison, WI or remote
Join the growing team at First Business Bank as a Loan Processor - Hybrid! At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
This position has a Hybrid Work Model: 3 days per week at our Madison, WI location.
CORE OBJECTIVES
* Customer Service
* Timely and professional response to emails and telephone calls to the loan department.
* Loan Activities
* Post loan payments and advances on loans
* Perform address changes and risk rating changes
* Loan reports
* Credit Verifications
* Follow up on items in monthly tickler reports
* Prepare loan payoff statements
* Timely and professional response to emails and telephone calls to the loan department
* Loan Documentation
* Determine loan request has appropriate approval as required by loan policy. Prepare loan documents as requested for loan officers, as assigned. Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy.
* Book Loans
* Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner. Prepare FTM transactions, wire funds and request cashier's checks in order to distribute funds as requested by the loan officer.
* Loan Filing
* Create or add to existing loan file and forward documents to other Review Representatives for editing and final review. Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner. Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions. Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner.
QUALIFICATIONS:
* Banking experience in loan processing preferred
* Ability to work independently and use independent judgment with minimal supervision
* Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented
* Strong desire to be curious and inquisitive, and self-confidence to ask questions
Auto-ApplyFinancial Analyst
First Business Financial Services, Inc. job in Madison, WI or remote
Join us today as a Financial Analyst! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Model: Based out of our Madison, WI location and onsite 3 days per week, 8am-5pm with the ability to work remotely 2 days per week. The Financial Analyst is responsible for completing corporate finance tasks, including but not limited to preparation and analysis of management reporting, forecast and budgeting of multiple business lines and various types of reporting for investor relations, board materials, and SEC reporting. You will also assist with other treasury activities. * Financial Planning, Analysis & Reporting *
Prepare forecasts and budgets for designated business lines and specific financial statement accounts. * Prepare and import data including account data from core systems and market rates. * Prepare and analyze management reports including business line, organizational and profitability reports. * Prepare and analyze data for ad-hoc requests to provide information that will be used in business line decision making * Treasury & Asset/Liability Management *
Assist with treasury and asset/liability activities including wholesale funding and investment transactions and updating market rates. * Assist with liquidity related transactions, servicing and reporting * Investor Relations *
Assist with the investor relations vertical, including preparation of investor presentations, earnings releases, 10-Q's and 10-Ks, as well as providing senior management with information needed to effectively communicate with covering analysts and other stakeholders. * Regulatory Compliance & Risk Management *
Prepare reports for quarterly board meetings, SEC reporting, investor relations and other presentations. * Prepare and provide month end entries to accounting team for treasury related activities. * Support internal controls over financial reporting as it relates to assigned tasks. Position Requirements: *
Bachelors degree in Accounting or Finance or related field from an accredited institution required. * Minimum of 1 year of experience in financial planning, analysis and reporting within a financial environment preferred. * Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation. * Advance proficiency in Excel. * Strong understanding of budgeting, forecasting, and profitability analysis * Strong analytical skills with the ability to interpret complex financial data and provide actionable insights. * Possessing strong analytical and problem solving skills. * Exhibit strong written and oral communication skills.
Auto-ApplyDirector of Specialty Deposits
First Business Bank job in Wisconsin
at First Business Bank
Join us today as the Director of Specialty Deposits! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! OVERVIEW First Business Bank is seeking a Director of Specialty Deposits to drive the development of deposit growth through industry expertise, established relationships, and specialized solutions. The individual will be responsible for leading strategic growth initiatives and driving new business development within the Specialty Deposit segments. This role focuses on identifying, cultivating, and managing relationships with clients in industries such as escrow, trust, title, property management, and other sectors with complex deposit needs. The Director will collaborate cross-functionally to deliver tailored deposit solutions that align with client objectives and regulatory requirements. Key Responsibilities
Identify and pursue new business opportunities within specialty deposit verticals.
Represent the bank at industry events and conferences.
Lead the strategy, deposit growth, and delivery of specialty deposit and payment solutions tailored to the unique needs of clients across verticals such as:
Escrow and Title/Escrow/Data Services
HOA and Property Management
National Power and Utilities
Professional Fiduciaries
Class Action Administration Clients
Healthcare
Collaborate cross-functionally with technology, compliance, sales, and operations teams to ensure seamless product integration and delivery.
Stay ahead of market trends and regulatory changes to identify new opportunities and ensure solutions remain competitive and compliant.
Build and maintain strong relationships with clients, industry partners, and regulatory bodies to support long-term growth and trust.
Provide regular performance updates and strategic insights to senior leadership.
Qualifications
Bachelor's degree in Finance, Business Administration, or a related field.
Proven sales experience in financial services, with a focus on specialty deposit and payment solutions.
Demonstrated success in self-sourcing clients through individual calling and networking.
Deep understanding of financial products, industry regulations, and operational best practices.
Strong strategic thinking, analytical, and problem-solving skills.
Excellent communication and relationship-building abilities.
Experience working across multiple verticals and adapting solutions to meet diverse client needs.
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
Auto-ApplyTax Manager
First Business Financial Services, Inc. job in Madison, WI
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to an inclusive and engaging company culture, and a focus on improving our communities, it's time to take your next career step at First Business Bank and continue doing great things with great people!
JOB TITLE: TAX MANAGER
LOCATION: Ideal candidate would be hybrid out of our Madison, WI headquarters.
OVERVIEW: Join our dynamic and expanding accounting team as our new Tax Manager. This is a functional leadership role responsible for leading a multi-year strategic initiative to establish an in-house tax function, overseeing the company's income tax provision and compliance functions, while also contributing to broader accounting initiatives.
The Tax Manager position is responsible for the income tax provision and compliance function of the Corporation as well as supporting other accounting activities. Key activities are expected to include the preparation and review of the quarterly income tax provision, annual state and federal tax returns, and leading the Corporation's partnership investments tax and GAAP accounting. This position will undertake a two-year project to in-house a significant portion of the tax work currently outsourced, implement new software, and develop and sustain new processes.
This is a unique opportunity to shape the future of the tax function within a publicly traded financial institution and play a key role in strengthening our internal capabilities.
KEY RESPONSIBILITIES
Income Tax Management
* Prepare and review monthly, quarterly, and annual tax provision calculations.
* Model tax scenarios and forecasts, incorporating legislative changes and planning strategies.
* Research and document federal and state tax matters impacting provision calculations.
* Lead tax technology initiatives to improve automation, data management, and analytics.
* Support tax planning, including investments in tax credit structures and related negotiations.
* Maintain audit-ready documentation for tax positions.
Financial Accounting & Disclosure
* Prepare ASC 740 disclosures and tax-equivalent yield metrics.
* Manage partnership investment reporting and performance analysis.
* Collaborate with investment stakeholders throughout the lifecycle.
* Review journal entries, reconciliations, and ensure SOX compliance for tax-related processes.
Tax Compliance
* Oversee annual tax return reviews and ensure timely filings.
* Coordinate estimated payments and resolve tax notices.
* Manage sales and use tax processes, including lease-related charges.
Functional Leadership & Process Improvement
* Lead efforts to reduce outsourced tax services and bring work in-house.
* Build cross-functional expertise to identify efficiencies across accounting and client-facing processes.
Other Responsibilities
* Provide strategic insights through financial analysis and data interpretation.
* Troubleshoot cross-functional issues and support ad hoc projects as needed.
QUALIFICATIONS
* EDUCATION
* Bachelor's degree in Accounting or Finance
* LICENCES & CERTIFICATIONS
* Certified Public Accountant (CPA) required
* EXPERIENCE
* 5 years of experience and a strong background in the accounting for income taxes (ASC740), federal taxation of U.S. corporations and consolidated groups, with general knowledge of partnership taxation
* SKILLS
* Deep knowledge of federal, state, and multi-state tax laws, including planning, compliance, accounting, audits, and restructuring.
* Proven ability to research and document complex tax and accounting issues.
* Strong communication skills, with confidence presenting in group settings and collaborating across teams.
* Strategic thinker with excellent analytical and problem-solving abilities.
* Highly organized with strong time and project management skills, especially under tight deadlines.
* Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
* Demonstrated initiative, accountability, and ownership of work.
* Committed to continuous improvement and driving value both individually and as part of a team.
* Comfortable in a fast-paced, evolving environment with complex challenges.
* Ability to work independently and navigate non-standard situations with sound judgment.
Auto-ApplyCredit Analyst - June 2026
First Business Financial Services, Inc. job in Madison, WI
Join us today as a Credit Analyst - June 2026! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW
The Credit Analyst is responsible for analyzing financial data on new and existing clients, monitoring loan covenants and preparing loan committee presentations while striving to help maintain the overall soundness of the loan portfolio.
Work Model: Based out of our Madison or Brookfield office, this position allows remote work availability 1 day per week; therefore a local candidate to either market is required.
Specifically, as a Credit Analyst you will:
* Be responsible for analyzing financial data on new and existing clients, while striving to help maintain the overall soundness of the loan portfolio.
* Analyze and review appraisals received
* Spread and analyze financial information to determine the credit worthiness of the bank's existing and prospective clients.
* Be responsible for monitoring loan covenants, which includes running scorecards and reviewing loan agreements.
* Prepare loan committee presentations to include: bank exposure, cash flow analysis, collateral analysis, background summary, and overall financial summary.
* Develop a working knowledge on all aspects of loan policy and the ability to communicate its interpretation and rationale to other bank personnel.
* Work closely with the commercial lending team, including our credit analysts, commercial lenders, chief credit officer and other members of senior management.
The successful candidate should have:
* Completed Bachelor degree in Finance, Real Estate, Accounting, Economics, or other Business related field
* Minimum of 1 year relevant underwriting experience
* Experience completing financial spreads and covenant calculations
* Strong knowledge of technology, business computer applications, and ability to pick up on new systems quickly
* Strong personal drive and initiative, demonstrated work ethic, and ability to work as a team
* Ability to work independently and use independent judgment with minimal supervision
* Ability to handle pressure of meeting deadlines
Auto-ApplyCommercial Loan Coordinator
First Business Financial Services, Inc. job in Brookfield, WI
Join the winning team at First Business Bank as the Commercial Loan Coordinator (Hybrid)! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW
This role allows for 2 days remote per week; therefore, a local candidate is required.
The Commercial Loan Coordinator is a key contributor in servicing the overall commercial loan portfolio and supports multiple Bankers in a timely, accurate and concise manner to ensure client deadlines for commercial loans are met. An expeditor who can effectively multi-task to achieve multiple, various, moving deadlines, the incumbent understands both the renewal process and clearing exceptions.
Specifically, as the Commercial Loan Coordinator you will
Loan Coordination (New, Renewal, Modification of Terms) (40%):
* Professional support teamed with multiple Loan Officers within a Region or cross Regionally.
* Uses Bank's loan origination system to start/route new, renewal and modification of terms applications for decisioning and documentation.
* Post approval and prepare, own, or supplement loan closing checklist of items needed, quickly reviews checklist items for accuracy when received from others and is capable of handling unanticipated changes.
Transactions (20%):
* Daily for coordination of commercial loan payments and loan draws to both ensure clean handoff to Loan Operations in accordance with Bank procedures and positive client experience.
* Supports the processing of monthly automatic loan draws for interest payments due in accordance with agreements already documented with clients to ensure timely, clean handoff to Loan Operations.
* Engages external loan participation partners via email, securely, for transactions using a predetermined template and formula or assists.
Exceptions (30%)
* Meets monthly with Loan Officer(s) to review file information needed at a minimum monthly:
* Request financial information needed to maintain compliance, via client portal or e-mail, securely.
* With knowledge of loan policy makes recommendations and prepares memos to waive or change reporting frequencies with approval from others.
Correspondence and Specialty Servicing (10%)
The successful candidate should have:
* Commercial loan documentation and servicing experience is required
* 5+ years of total banking experience required
* Ability to work independently and use independent judgment with minimal supervision
* Ability to handle pressure of meeting deadlines
Auto-ApplyRetirement Plan Advisor
Madison, WI job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
This Retirement Plan Advisor will work with public employees in Wisconsin, primarily Eastern and Central WI, and must be able to travel within the region as necessary.
What you will do
Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
Manage meeting schedule, including travel booking
Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
Achieve plan level and individual goals to help achieve service level agreements and business results
Participate in client meetings, sales finals, or other external meetings as needed
Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
Bachelor's degree or equivalent work experience in lieu of a degree
3 - 5 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint, and Teams required
Strategic thinker who can work independently required
Strong relationship building and territory management skills required
FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
FINRA fingerprinting required upon hire
What will set you apart
Working knowledge of Salesforce preferred
Working knowledge of building blocks for successful retirement planning preferred
Basic understanding of defined contribution plans preferred
Practical experience providing high-level, consultative client interactions preferred
#PJRPA
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$70,800.00 - $99,975.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
12-20-2025
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Auto-ApplyTreasury Specialist
First Business Bank job in Madison, WI or remote
at First Business Bank
Join us today as a Treasury Specialist! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Model: Based out of our Madison, WI location and onsite 4 days per week, 8am-5pm with the ability to work remotely 1 day per week. OVERVIEW The Treasury Specialist plays a vital role in delivering exceptional service to clients in the areas of banking and deposit technology. This position focuses on client onboarding, documentation management, product setup and maintenance, and ongoing account monitoring. With a strong attention to detail, deep product knowledge, and a proactive approach to anticipating client needs, the Specialist ensures a seamless and high-quality experience for our business clients. Specifically, as the Treasury Specialist you will:
Provide high degree of personal service to internal and external clients. Assist with client inquiries daily and pre-qualify clients or prospects for treasury products.
Manage new client onboarding and ongoing maintenance for TM Sales Officers which includes client documentation, document preparation, and product set-up information gathering.
Proactively assists Officers to develop deposit and treasury proposals including proposal document preparation and modeling of account analysis fee proforma.
Monitor monthly exception reports and coordinate renewals.
Prepare and schedule account reviews for business clients.
The successful candidate should have:
Associate's degree in business related field or equivalent work experience
Superior customer service skills
Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
Must type proficiently with a high degree of accuracy.
Excellent interpersonal skills and written and verbal communication skills.
Ability to handle pressure of meeting deadlines.
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
Auto-ApplyTreasury Management Associate
First Business Bank job in Appleton, WI
at First Business Bank
Join us today as a Treasury Management Associate! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Model: Based out of our Appleton, WI location and onsite Monday-Friday, 8am-5pm. OVERVIEW The Treasury Management Associate is a key contributor in servicing the overall banking portfolio. Focusing on client onboarding, managing documentation, executing product setup and maintenance, and related monitoring, this role follows established procedures. This role provides support to Client Services, assisting with client transactions, answering phones, account documentation, and other service-related tasks. Specifically, as a Treasury Management Associate you will:
Deliver Exceptional Customer Service - Treasury Management
This role is responsible for delivering a high level of personal service to both internal and external clients by promptly answering phone calls, greeting visitors, and responding to emails. The Associate handles routine Treasury Management tasks and related account maintenance and refers complex issues and banking solutions to Treasury Management Officers (TMO) and Client Relationship Specialists (CRS). Key responsibilities include coordinating new client onboarding and ongoing account maintenance, preparing documentation, and gathering product setup information. The role may also support limited client profiling and proposal preparation (including fee modeling). Additional duties may include supporting account reviews to ensure optimal service delivery.
Prepare New Account and Maintenance Documents with Accuracy
Responsible for opening and closing accounts, processing card applications, and performing routine account maintenance. Monitors key reporting activities to ensure timely and accurate handling across bank offices.
Perform Banking Transactions with Accuracy
Processes routine transactions such as deposits, withdrawals, and payments. Supports cash and card services, maintains accurate balances, and follows established transaction procedures.
Perform Other Duties as Assigned
Assists with scheduling and meeting logistics including preparing materials. May help monitor procedures and attend internal or external meetings and events as needed. The successful candidate should have:
Associate's degree in business related field or equivalent work experience
Prior cash handling and customer service experience preferred.
Strong organizational and multitasking skills, with the ability to meet strict deadlines
Excellent written and verbal communication skills
Proficiency in Microsoft Office and familiarity with Salesforce or similar CRM systems
Ability to handle confidential information with discretion
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
Auto-ApplyFinancial Analyst
First Business Bank job in Madison, WI or remote
at First Business Bank
Join us today as a Financial Analyst! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
Work Model: Based out of our Madison, WI location and onsite 3 days per week, 8am-5pm with the ability to work remotely 2 days per week.The Financial Analyst is responsible for completing corporate finance tasks, including but not limited to preparation and analysis of management reporting, forecast and budgeting of multiple business lines and various types of reporting for investor relations, board materials, and SEC reporting. You will also assist with other treasury activities.
Financial Planning, Analysis & Reporting
Prepare forecasts and budgets for designated business lines and specific financial statement accounts.
Prepare and import data including account data from core systems and market rates.
Prepare and analyze management reports including business line, organizational and profitability reports.
Prepare and analyze data for ad-hoc requests to provide information that will be used in business line decision making
Treasury & Asset/Liability Management
Assist with treasury and asset/liability activities including wholesale funding and investment transactions and updating market rates.
Assist with liquidity related transactions, servicing and reporting
Investor Relations
Assist with the investor relations vertical, including preparation of investor presentations, earnings releases, 10-Q's and 10-Ks, as well as providing senior management with information needed to effectively communicate with covering analysts and other stakeholders.
Regulatory Compliance & Risk Management
Prepare reports for quarterly board meetings, SEC reporting, investor relations and other presentations.
Prepare and provide month end entries to accounting team for treasury related activities.
Support internal controls over financial reporting as it relates to assigned tasks.
Position Requirements:
Bachelors degree in Accounting or Finance or related field from an accredited institution required.
Minimum of 1 year of experience in financial planning, analysis and reporting within a financial environment preferred.
Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
Advance proficiency in Excel.
Strong understanding of budgeting, forecasting, and profitability analysis
Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
Possessing strong analytical and problem solving skills.
Exhibit strong written and oral communication skills.
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
Auto-ApplyTax Manager
First Business Bank job in Madison, WI
at First Business Bank
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to an inclusive and engaging company culture, and a focus on improving our communities, it's time to take your next career step at First Business Bank and continue doing great things with great people! JOB TITLE: TAX MANAGER
LOCATION: Ideal candidate would be hybrid out of our Madison, WI headquarters. OVERVIEW: Join our dynamic and expanding accounting team as our new Tax Manager. This is a functional leadership role responsible for leading a multi-year strategic initiative to establish an in-house tax function, overseeing the company's income tax provision and compliance functions, while also contributing to broader accounting initiatives. The Tax Manager position is responsible for the income tax provision and compliance function of the Corporation as well as supporting other accounting activities. Key activities are expected to include the preparation and review of the quarterly income tax provision, annual state and federal tax returns, and leading the Corporation's partnership investments tax and GAAP accounting. This position will undertake a two-year project to in-house a significant portion of the tax work currently outsourced, implement new software, and develop and sustain new processes. This is a unique opportunity to shape the future of the tax function within a publicly traded financial institution and play a key role in strengthening our internal capabilities. KEY RESPONSIBILITIES
Income Tax Management
Prepare and review monthly, quarterly, and annual tax provision calculations.
Model tax scenarios and forecasts, incorporating legislative changes and planning strategies.
Research and document federal and state tax matters impacting provision calculations.
Lead tax technology initiatives to improve automation, data management, and analytics.
Support tax planning, including investments in tax credit structures and related negotiations.
Maintain audit-ready documentation for tax positions.
Financial Accounting & Disclosure
Prepare ASC 740 disclosures and tax-equivalent yield metrics.
Manage partnership investment reporting and performance analysis.
Collaborate with investment stakeholders throughout the lifecycle.
Review journal entries, reconciliations, and ensure SOX compliance for tax-related processes.
Tax Compliance
Oversee annual tax return reviews and ensure timely filings.
Coordinate estimated payments and resolve tax notices.
Manage sales and use tax processes, including lease-related charges.
Functional Leadership & Process Improvement
Lead efforts to reduce outsourced tax services and bring work in-house.
Build cross-functional expertise to identify efficiencies across accounting and client-facing processes.
Other Responsibilities
Provide strategic insights through financial analysis and data interpretation.
Troubleshoot cross-functional issues and support ad hoc projects as needed.
QUALIFICATIONS
EDUCATION
Bachelor's degree in Accounting or Finance
LICENCES & CERTIFICATIONS
Certified Public Accountant (CPA) required
EXPERIENCE
5 years of experience and a strong background in the accounting for income taxes (ASC740), federal taxation of U.S. corporations and consolidated groups, with general knowledge of partnership taxation
SKILLS
Deep knowledge of federal, state, and multi-state tax laws, including planning, compliance, accounting, audits, and restructuring.
Proven ability to research and document complex tax and accounting issues.
Strong communication skills, with confidence presenting in group settings and collaborating across teams.
Strategic thinker with excellent analytical and problem-solving abilities.
Highly organized with strong time and project management skills, especially under tight deadlines.
Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
Demonstrated initiative, accountability, and ownership of work.
Committed to continuous improvement and driving value both individually and as part of a team.
Comfortable in a fast-paced, evolving environment with complex challenges.
Ability to work independently and navigate non-standard situations with sound judgment.
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
Auto-ApplyCredit Analyst - June 2026
First Business Bank job in Brookfield, WI
at First Business Bank
Join us today as a Credit Analyst - June 2026! First Business Bank is a Top Workplaces USA company, learn more here.
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW
The Credit Analyst is responsible for analyzing financial data on new and existing clients, monitoring loan covenants and preparing loan committee presentations while striving to help maintain the overall soundness of the loan portfolio.
Work Model: Based out of our Madison or Brookfield office, this position allows remote work availability 1 day per week; therefore a local candidate to either market is required.
Specifically, as a Credit Analyst you will:
Be responsible for analyzing financial data on new and existing clients, while striving to help maintain the overall soundness of the loan portfolio.
Analyze and review appraisals received
Spread and analyze financial information to determine the credit worthiness of the bank's existing and prospective clients.
Be responsible for monitoring loan covenants, which includes running scorecards and reviewing loan agreements.
Prepare loan committee presentations to include: bank exposure, cash flow analysis, collateral analysis, background summary, and overall financial summary.
Develop a working knowledge on all aspects of loan policy and the ability to communicate its interpretation and rationale to other bank personnel.
Work closely with the commercial lending team, including our credit analysts, commercial lenders, chief credit officer and other members of senior management.
The successful candidate should have:
Completed Bachelor degree in Finance, Real Estate, Accounting, Economics, or other Business related field
Minimum of 1 year relevant underwriting experience
Experience completing financial spreads and covenant calculations
Strong knowledge of technology, business computer applications, and ability to pick up on new systems quickly
Strong personal drive and initiative, demonstrated work ethic, and ability to work as a team
Ability to work independently and use independent judgment with minimal supervision
Ability to handle pressure of meeting deadlines
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
Auto-ApplyLoan Processor - Hybrid!
First Business Bank job in Madison, WI or remote
at First Business Bank
Join the growing team at First Business Bank as a
Loan Processor - Hybrid!
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
This position has a Hybrid Work Model: 3 days per week at our Madison, WI location.
CORE OBJECTIVES
Customer Service
Timely and professional response to emails and telephone calls to the loan department.
Loan Activities
Post loan payments and advances on loans
Perform address changes and risk rating changes
Loan reports
Credit Verifications
Follow up on items in monthly tickler reports
Prepare loan payoff statements
Timely and professional response to emails and telephone calls to the loan department
Loan Documentation
Determine loan request has appropriate approval as required by loan policy. Prepare loan documents as requested for loan officers, as assigned. Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy.
Book Loans
Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner. Prepare FTM transactions, wire funds and request cashier's checks in order to distribute funds as requested by the loan officer.
Loan Filing
Create or add to existing loan file and forward documents to other Review Representatives for editing and final review. Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner. Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions. Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner.
QUALIFICATIONS:
Banking experience in loan processing preferred
Ability to work independently and use independent judgment with minimal supervision
Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented
Strong desire to be curious and inquisitive, and self-confidence to ask questions
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
Auto-ApplyRetirement Plan Advisor
Wisconsin job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
This Retirement Plan Advisor will work with public employees in Wisconsin, primarily Eastern and Central WI, and must be able to travel within the region as necessary.
What you will do
Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
Manage meeting schedule, including travel booking
Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
Achieve plan level and individual goals to help achieve service level agreements and business results
Participate in client meetings, sales finals, or other external meetings as needed
Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
Bachelor's degree or equivalent work experience in lieu of a degree
3 - 5 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint, and Teams required
Strategic thinker who can work independently required
Strong relationship building and territory management skills required
FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
FINRA fingerprinting required upon hire
What will set you apart
Working knowledge of Salesforce preferred
Working knowledge of building blocks for successful retirement planning preferred
Basic understanding of defined contribution plans preferred
Practical experience providing high-level, consultative client interactions preferred
#PJRPA
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$70,800.00 - $99,975.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
12-20-2025
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Auto-ApplyPrivate Wealth Specialist
First Business Financial Services, Inc. job in Brookfield, WI
Join us today as the Private Wealth Specialist! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
Work Model: Based out of our Brookfield, WI location and onsite 5 days per week, 8am-5pm.
OVERVIEW
The Private Wealth Specialist supports Trust & Investment and Private Banking teams by helping manage client accounts and providing high-quality service. This role works closely with internal partners and clients to ensure smooth account administration, onboarding, and ongoing support. The position also serves as a key contact for clients, vendors, and advisors, helping maintain strong relationships and efficient operations.
Specifically, as the Private Wealth Specialist you will:
* Client Service Excellence: Provide a high level of personal service to internal and external clients. Respond to daily inquiries and partner with Wealth Advisors to ensure client needs are met.
* Loan Processing: Manage new Private Wealth loan requests, renewals, and modifications. Support loan maintenance, reporting, and proposal preparation in collaboration with the Director of Private Banking & Client Services.
* Deposit Account Management: Coordinate onboarding and maintenance of Private Wealth deposit accounts, including documentation, information gathering, and product setup.
* Office & Client Support: Partner with the Client Services team to assist with phone coverage, greeting clients, cash handling, and notary services.
* Meeting Coordination: Schedule client meetings and pre-call planning sessions. Prepare meeting materials and assist with logistics. Attend client meetings as directed by Wealth Advisors.
The successful candidate should have:
* Associate's degree in business related field or equivalent work experience
* Consumer loan documentation experience highly desired
* Superior customer service skills
* Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
* Must type proficiently with a high degree of accuracy.
* Excellent interpersonal skills and written and verbal communication skills.
* Ability to handle pressure of meeting deadlines.
Auto-ApplyCredit Analyst - June 2026
First Business Financial Services, Inc. job in Brookfield, WI
Join us today as a Credit Analyst - June 2026! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW
The Credit Analyst is responsible for analyzing financial data on new and existing clients, monitoring loan covenants and preparing loan committee presentations while striving to help maintain the overall soundness of the loan portfolio.
Work Model: Based out of our Madison or Brookfield office, this position allows remote work availability 1 day per week; therefore a local candidate to either market is required.
Specifically, as a Credit Analyst you will:
* Be responsible for analyzing financial data on new and existing clients, while striving to help maintain the overall soundness of the loan portfolio.
* Analyze and review appraisals received
* Spread and analyze financial information to determine the credit worthiness of the bank's existing and prospective clients.
* Be responsible for monitoring loan covenants, which includes running scorecards and reviewing loan agreements.
* Prepare loan committee presentations to include: bank exposure, cash flow analysis, collateral analysis, background summary, and overall financial summary.
* Develop a working knowledge on all aspects of loan policy and the ability to communicate its interpretation and rationale to other bank personnel.
* Work closely with the commercial lending team, including our credit analysts, commercial lenders, chief credit officer and other members of senior management.
The successful candidate should have:
* Completed Bachelor degree in Finance, Real Estate, Accounting, Economics, or other Business related field
* Minimum of 1 year relevant underwriting experience
* Experience completing financial spreads and covenant calculations
* Strong knowledge of technology, business computer applications, and ability to pick up on new systems quickly
* Strong personal drive and initiative, demonstrated work ethic, and ability to work as a team
* Ability to work independently and use independent judgment with minimal supervision
* Ability to handle pressure of meeting deadlines
Auto-ApplyCommercial Loan Coordinator
First Business Bank job in Brookfield, WI
at First Business Bank
Join the winning team at First Business Bank as the Commercial Loan Coordinator (Hybrid)! First Business Bank is a Top Workplaces USA company, learn more here.
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW
This role allows for 2 days remote per week; therefore, a local candidate is required.
The Commercial Loan Coordinator is a key contributor in servicing the overall commercial loan portfolio and supports multiple Bankers in a timely, accurate and concise manner to ensure client deadlines for commercial loans are met. An expeditor who can effectively multi-task to achieve multiple, various, moving deadlines, the incumbent understands both the renewal process and clearing exceptions.
Specifically, as the Commercial Loan Coordinator you will
Loan Coordination (New, Renewal, Modification of Terms) (40%):
Professional support teamed with multiple Loan Officers within a Region or cross Regionally.
Uses Bank's loan origination system to start/route new, renewal and modification of terms applications for decisioning and documentation.
Post approval and prepare, own, or supplement loan closing checklist of items needed, quickly reviews checklist items for accuracy when received from others and is capable of handling unanticipated changes.
Transactions (20%):
Daily for coordination of commercial loan payments and loan draws to both ensure clean handoff to Loan Operations in accordance with Bank procedures and positive client experience.
Supports the processing of monthly automatic loan draws for interest payments due in accordance with agreements already documented with clients to ensure timely, clean handoff to Loan Operations.
Engages external loan participation partners via email, securely, for transactions using a predetermined template and formula or assists.
Exceptions (30%)
Meets monthly with Loan Officer(s) to review file information needed at a minimum monthly:
Request financial information needed to maintain compliance, via client portal or e-mail, securely.
With knowledge of loan policy makes recommendations and prepares memos to waive or change reporting frequencies with approval from others.
Correspondence and Specialty Servicing (10%)
The successful candidate should have:
Commercial loan documentation and servicing experience is required
5+ years of total banking experience required
Ability to work independently and use independent judgment with minimal supervision
Ability to handle pressure of meeting deadlines
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
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