National Exchange Bank & Trust job in Elkhart Lake, WI
Job DescriptionWhy NEBAT?
Trusted. Genuine. Successful.
National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Customer Services Representative, you will have the opportunity to create a difference in the lives of our customers every single day.
As a Customer Service Representative, you will spend time:
Providing guidance to help customers make decisions about their financial needs.
Completing teller transactions including cashing checks, processing deposits, and withdrawals.
Offering appropriate bank products and services.
Balancing and maintaining a cash drawer with accuracy and attention to detail.
Essential Knowledge & Skills
The following skills are needed to be successful in your banking career as a Customer Service Representative:
Interpersonal skills necessary to relate to and empathize with customers and coworkers to maintain a friendly demeanor throughout the day.
Be able to operate standard office, and bank equipment and required software including Microsoft Word, Excel, Outlook, and Teams.
Ability to communicate effectively via phone, email and in person.
A high school diploma or equivalent.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package for both Full-Time and Part-Time employees including:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short and Long Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible scheduling
Education Assistance Program
Product & Service Discounts & more!
$32k-37k yearly est. 12d ago
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Operations Manager
National Exchange Bank & Trust 3.7
National Exchange Bank & Trust job in Kingston, WI
Job Description
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As an Operations Manager, you will be responsible for efficient, and effective oversight of a full-service branch office. Doing so will ensure that established policies and procedures are being followed. You will also be responsible for meeting operational goals including deposit, online, mobile, and other metrics. Other duties include customer service, security, teller transactions, community relations, and some facility administration.
Skills & Attributes Needed
To be successful in your banking career, the following skills and attributes are needed:
Excellent customer service
Attention to detail
Thorough knowledge of branch operations and customer service/personal banker roles
Ability to supervise and mentor multiple employees
Ability to work independently as well as part of a team
Problem solving skills
Excellent communication
Qualifications
Ideal candidates will possess the following qualifications:
Highest level of confidentiality and discretion of customer and bank information.
Knowledge of how to operate a computer and other standard office equipment.
Ability to communicate effectively via phone, email and in person.
Three years of bank operations and customer contact experience required.
Prior people management experience is preferred.
Associates or bachelor's degree in business or another related field is preferred.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short and Long Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible scheduling
Education Assistance Program
Product & Service Discounts & more!
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
The Associated Investment Services (AIS) Operations Supervisor leads and develops the AIS Operations Processing team to ensure accurate, timely, and compliant processing for internal and external clients. This role troubleshoots escalated issues, enhances operational efficiency, and strengthens quality across workflows. It's an excellent opportunity for a licensed operations professional to deepen leadership experience and help shape process improvements across the organization.
This is a hybrid position - with some in office days and some remote/ at home.
Key Accountabilities
Manage daily workflow for the AIS Operations Processing team to ensure accuracy, timeliness, and regulatory compliance.
Coach and develop team members through training, productivity monitoring, performance feedback, and cross-training for full coverage.
Conduct suitability reviews, run exception reports, and support trade review and release rule management for the broker/dealer.
Resolve escalated customer and sales team issues by researching and determining accurate, risk-appropriate solutions.
Analyze processes to identify efficiency opportunities, update procedures, and deliver training on new or revised workflows.
Lead operational tasks and deliverables for assigned projects, ensuring successful execution against objectives and deadlines.
Monitor brokerage systems, reconcile daily vendor data feeds, and communicate system updates or impacts to colleagues.
Develop and manage curriculum for Operations and Compliance training, delivering education to new and existing AIS colleagues.
Education & Experience
Required
Associate degree in Business, Management, Finance, or equivalent experience
2+ years brokerage/securities operations experience with supervisory responsibilities
Series 7, Series 63 (or 66), and Series 24 licenses
Series 99 license (if required based on role scope)
Preferred
Bachelor's degree in Business, Management, or Finance
5+ years brokerage/securities operations experience with supervisory responsibilities
Series 53 and Series 4 licenses
Why You'll Love Working Here
You'll join a collaborative team where your ideas to improve processes, strengthen compliance, and elevate service truly matter. We invest in professional growth, provide clear development paths, and empower leaders to create meaningful impact. Apply today to help shape the future of AIS Operations at Associated Bank.
Employment is contingent upon successful registration with FINRA, SEC, and applicable state regulators, including completion of required qualification exams.
All offers are contingent upon the successful completion of a background check and review of disclosures required by Form U4. Certain regulatory or disciplinary histories may disqualify an applicant.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$59,500.00 - $102,000.00 per year
$59.5k-102k yearly 3d ago
Banker
Associated Bank-Corp 4.6
Chippewa Falls, WI job
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience, complete banker certification, and advance within our organization.
This position requires a credit check per 12 CPR Chapter X, Part 1026, Truth in Lending, Regulation Z.
Key Accountabilities
Deliver outstanding customer service by efficiently processing transactions and addressing customer needs.
Identify opportunities to recommend products and services that support customers' financial wellness.
Open new accounts and build lasting relationships through personalized service.
Partner with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions.
Support the operational integrity and compliance of the branch, adhering to all policies and regulations.
Participate in the Banker Roadmap program, completing training milestones and certification requirements.
Educate customers on digital banking options and demonstrate tools that enhance their banking experience.
Promote bank offerings and engage prospective customers through community and in-store outreach.
Education & Experience
Required:
High school diploma or equivalent combination of education and experience.
Up to 2 years of customer-facing sales and/or service experience.
Preferred:
Experience in banking, financial services or retail sales.
Why You'll Love Working Here
At Associated Bank, you'll join a supportive team that values customer relationships, integrity, and career growth. We offer development opportunities, hands-on training, and a chance to make a meaningful impact in the communities we serve. Apply today to make an impact and grow your career with us.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $28.96 per hour
$17-29 hourly 3d ago
Bank Manager
Associated Bank-Corp 4.6
Mequon, WI job
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Bank Manager and lead a dynamic team dedicated to delivering exceptional customer experiences and achieving strong business results. You'll oversee daily branch operations, drive sales and service goals, and develop lasting relationships with customers and your community. This role offers the opportunity to lead with purpose, grow professionally, and make a meaningful impact on your team and the customers you serve.
Key Accountabilities
Lead, coach, and develop branch colleagues to achieve sales, service, and operational excellence.
Manage daily branch operations, ensuring compliance with all policies, procedures, and regulatory standards.
Drive business growth by acquiring new customers and deepening existing relationships through a needs-based approach.
Partner with internal departments to deliver comprehensive financial solutions to customers and prospects.
Recruit, hire, train, and retain high-performing team members who reflect Associated Bank's values and service commitment.
Establish clear branch goals and action plans to meet or exceed performance targets.
Champion change and foster an inclusive, positive work environment that supports collaboration and engagement.
Represent the bank through active community involvement and promote diversity and inclusion initiatives.
Education & Experience
Required
Associate degree or equivalent combination of education and experience
2+ years of sales leadership and/or supervisory experience
2+ years of goals-based sales experience
5+ years of relevant experience in banking or financial services
Preferred
Bachelor's degree in business, finance, or a related field
Proven success in branch management or financial center leadership
Why You'll Love Working Here
At Associated Bank, we believe in developing strong leaders who empower their teams and make a difference in their communities. You'll enjoy professional growth opportunities, a supportive team culture, and the chance to lead initiatives that drive customer and business success. Apply today to take the next step in your leadership journey with Associated Bank!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$58,450.00 - $100,200.00 per year
$58.5k-100.2k yearly 3d ago
Teller
Associated Bank-Corp 4.6
Fitchburg, WI job
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Customer Experience Associate, where you'll provide exceptional service and support to every customer interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values collaboration, integrity, and community impact.
Key Accountabilities
Deliver friendly, professional customer service that reflects Associated Bank's brand promise.
Accurately and efficiently process customer transactions while following all policies and procedures.
Identify customer needs and refer them to colleagues for additional financial solutions.
Promote current offers, products, and services that benefit customers.
Answer questions and resolve customer concerns with professionalism and care.
Support daily branch operations, including servicing vaults, night drops, and ATMs as assigned.
Demonstrate and educate customers on digital and self-service banking tools.
Collaborate with team members across multiple branches to ensure seamless service.
Education & Experience
Required
High school diploma or equivalent combination of education and experience
Up to 2 years of demonstrated customer service experience
Basic computer proficiency
Preferred
Experience in retail banking, cash handling, or financial services
Why You'll Love Working Here
At Associated Bank, you'll be part of a supportive, growth-focused team that values your contributions and invests in your development. We offer meaningful career paths, community engagement opportunities, and a culture built on respect and teamwork. Apply today to make an impact in your community and grow your career with us!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $22.96 per hour
$17-23 hourly 3d ago
Trust Operations Lead Specialist
Associated Bank-Corp 4.6
Green Bay, WI job
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
As the Trust Operations Lead, you will serve as the department's subject matter expert and primary operational contact. You'll guide daily workflow, strengthen team expertise through training, and enhance procedures to support accuracy, efficiency, and regulatory compliance. This role offers the opportunity to influence operational improvements and mentor colleagues across the Trust Operations team.Key Accountabilities
Lead daily Trust Operations workflow, ensuring all tasks are completed accurately and on time.
Mentor colleagues through training, cross-training, and knowledge development to strengthen team expertise.
Analyze processes and recommend updates that enhance efficiency, compliance, and alignment with Trust Company goals.
Coordinate and oversee departmental projects, maintaining awareness of system updates and regulatory changes.
Research escalated or unique operational issues and partner with trust administration and management to resolve them.
Update and maintain procedures to support productivity, accountability, and audit/compliance requirements.
Review and address exception reporting, applying sound judgment to ensure proper resolution.
Support internal and external audits by providing expertise on Trust systems and operational processes.
Education & Experience
Required:
Associate degree in Business or Accounting (or equivalent experience).
3+ years of experience in trust, investments, finance, or accounting.
Preferred:
Bachelor's degree in Business or Accounting (or equivalent experience).
4+ years of experience specifically in trust or investments.
Why You'll Love Working Here
At Associated Bank, you'll join a collaborative team committed to delivering exceptional service and operational excellence. We support your growth through continuous learning, mentorship, and opportunities to lead impactful projects.
Apply today to take the next step in your Trust Operations career.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$21.27 - $36.46 per hour
$21.3-36.5 hourly 3d ago
Internal Auditor
Bank First National Corporation 3.7
Clover, WI job
The Internal Auditor executes a risk-based internal audit plan following accepted professional auditing standards. The Bank currently maintains a co-sourced relationship with an outside consulting firm. The Internal Auditor will work in conjunction with the AVP - Internal Audit. The Internal Auditor provides an independent and objective opinion by measuring and evaluating the effectiveness of and adherence to financial, accounting, and operational policies, procedures, and regulations. Internal audits are performed across various areas of the Company, including but not limited to deposits, loans, finance and accounting, and treasury management. The Internal Audit position will report to the VP - Enterprise Risk Management.
RESPONSIBILITIES:
* Perform internal audit engagements in conjunction with the AVP - Internal Audit, including planning, fieldwork, remediation testing, and ensuring the timely completion of all work
* Conduct various additional audits as required
* Assist the VP - Enterprise Risk Management and AVP - Internal Audit in preparing various audit report packages
* Input of audit reports, including observations, recommendations, and management responses, into audit remediation software
* Analyze and categorize internal and other audit findings metrics for analysis and reporting to the Audit Committee
* Obtain and analyze department information and data to support defined internal audit procedures
* Assist in formulating recommendations for improvement and communicate results to management
* Act as a liaison between Bank staff and outsourced audit and consulting firms for various outsourced audits and reviews
* Assist the AVP - Internal Audit and VP - Enterprise Risk Management with planning and facilitation of the Internal Audit Risk Assessment
COMPETENCIES
* Honesty, Integrity and Ethics: honesty and integrity is the ability to act in a fair and just manner, free from deception; ethics is the ability to be guided by the company's accepted principles of moral conduct.
* Accountability: the extent to which an individual is willing to accept responsibility.
* Adaptability: the extent to which an individual can fit into a changing working environment.
* Decision Making: the ability to select an effective course of action while controlling resources and expenditures.
* Interpersonal / Customer Oriented: the ability to develop and maintain relationships with others. The desire to serve both external and internal clients by focusing effort on meeting the client's needs, understanding their concerns, and seeking to build trust.
* Relationship Building: the ability to establish and maintain a good rapport and cooperative relationship with customers, shareholders, and co-workers.
* Oral Communication: to be able to communicate with clarity to clearly understand others' messages and intent, and to receive and process feedback.
* Written Communication: the ability to write concise, clear letters, reports, articles, or e-mails, including proofreading and editing.
* Detail Oriented: the ability of the individual to pay meticulous attention to all aspects of a situation or task, no matter how small or seemingly unimportant.
* Consulting: the ability to give expert advice and be a knowledgeable resource. The ability to work collaboratively to develop possible solutions, as well as analyze information and to solve problems.
* Results-oriented: the ability to drive behaviors to emphasize achievement. The ability to be self-directed towards accomplishments, be action-oriented, enjoy challenges, and pursue opportunities.
* Innovative: to go beyond the conventional, a willingness to try different solutions, and to encourage new ideas.
SKILLS/KNOWLEDGE/ABILITIES
* Bachelor's Degree in Accounting or Finance and 3-5 years of internal audit experience
* CIA or CPA designation preferred
* Knowledge or ability to quickly learn applicable banking, finance, or accounting regulatory policies and procedures
* Effective verbal and written communication skills
* Strong interpersonal skills
* Proficient computer skills (Microsoft Word, PowerPoint, and Excel)
* Excellent organizational skills
* Superior analytical skills
* Effective problem-solving and decision-making skills
* Professional skepticism
* Ability to handle oneself in a professional manner
* Objectivity
* Attention to detail
* Strong ethical focus
This does not constitute an exhaustive list of responsibilities, competencies, and skills. Management may revise this job description at any time.
#INDBF
$65k-79k yearly est. 32d ago
Portfolio Relationship Manager - Data Centers
Associated Bank-Corp 4.6
Milwaukee, WI job
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What You'll Do:
* Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.
* Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.
* Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.
* Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.
* Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.
* Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.
What You Bring:
* 4+years of experience in credit underwriting, financial analysis, and portfolio management.
* 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.
* 2+ years of expertise in financial modeling, risk assessment, and loan structuring.
* 2+ years of proven ability to manage client relationships and negotiate deal terms.
* 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).
* 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.
* Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.
Why Join Us?
* High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.
* Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.
* Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.
* Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.
If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$118,860.00 - $203,760.00 per year
$60k-83k yearly est. 3d ago
Lien Documentation Specialist
National Exchange Bank & Trust 3.7
National Exchange Bank & Trust job in Fond du Lac, WI
Job Description
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Lien Documentation Specialist, you will verify the accuracy of installment loan data, collateral lien perfection, titling and UCC controls. You will also release collateral per procedural requests; answer incoming phone calls as assigned and perform other miscellaneous departmental duties as may be needed.
Skills & Attributes
The following skills and attributes are needed to be successful in your banking career as a Lien Documentation Specialist:
Ability to interact collaboratively and productively to establish and maintain effective working relationships.
Strong attention to detail.
Ability to operate standard office equipment and Microsoft products.
Ability to work under high stress levels, with frequent interruptions and with tight and often changing deadlines.
Qualifications
Ideal candidates will have the following qualifications:
3-5 years of banking experience, including titling automobiles, boats, manufactured homes using DealerTrack online program preferred.
Approximately three to six months of on-the-job training to become familiar with established loan systems and procedures.
Regulatory and compliance training to stay abreast of current and new state and government regulations.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package for both full-time and part-time employees including:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short and Long Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible scheduling
Education Assistance Program
Product & Service Discounts & more!
$29k-36k yearly est. 9d ago
Bank Secrecy Act Officer
National Exchange Bank & Trust 3.7
National Exchange Bank & Trust job in Sheboygan, WI
Job DescriptionWhy NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
The BSA Officer will be responsible for establishing and monitoring internal controls for bank-wide compliance and works with auditors to meet requirements. This includes reviewing and researching customer transactions to identify and report suspicious activity to ensure compliance with the Bank Secrecy Act, the USA PATRIOT Act, and other applicable laws and regulations.
Skills and Abilities
Must be able to work independently, as well as, collaboratively within a team environment, accurately and maintain good internal customer relations with the ability to adapt to varying customer and transactional volume. Must be able to quickly re-establish priorities, responding to the changing needs of the department.
Strong interpersonal, communication (written and verbal) and organization skills.
Must possess strong decision making, analytical and investigative skills, with attention to detail.
Demonstrated ability to interact effectively with all levels of management, law enforcement, regulators and auditors while maintaining strict confidentiality.
Detailed knowledge of banking laws relative to BSA/AML/OFAC and exposure to broad banking regulations.
Qualifications
Ideal candidates will have the following qualifications:
Bachelor's degree in business, accounting, finance or a related field or equivalent combination of education and experience is required.
A minimum of 5-7 years of BSA/AML experience is required.
Prior people management experience is preferred.
BSA & Certified Anti-Money Laundering Specialist (CAMS) Certification is preferred.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including but not limited to the following:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short and Long Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible Scheduling & Telecommuting Options
Education Assistance Program
Product & Service Discounts & more!
*Position will initially train at one of our branch offices and may eventually have the ability to work in a hybrid capacity.
$55k-73k yearly est. 5d ago
Commercial Loan Coordinator
National Exchange Bank & Trust 3.7
National Exchange Bank & Trust job in Fond du Lac, WI
Job Description
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Commercial Loan Coordinator, you will work with a group of assigned commercial lenders to assist with loan requests, management of current loan portfolio, and preparation of loan documentation. You will also be expected to provide excellent communication to internal and external customers, possess a high level of interpersonal skills to build relationships with your team and assigned lenders, as well as attention to detail regarding loan requests and completion. Other duties will include tracking and reporting loan progress and pipeline management.
Skills & Attributes Needed
The following skills and attributes are needed to be successful in your banking career as a Commercial Loan Coordinator:
Strong attention to detail
Interpersonal skills
Excellent communication skills
Work independently as well as collaboratively as part of a team
Ability to learn and adapt quickly
Ability to work under high stress levels with frequent interruptions and with tight and often changing deadlines.
General knowledge of commercial industry and detailed understanding of appropriate regulations and guidelines
Strong computer skills including advanced Microsoft Office skills (Word, Excel and PowerPoint) and related product
Qualifications
Ideal candidates will possess the following qualifications:
Maintain the highest level of confidentiality and discretion of customer and bank information.
Associate or Bachelor's degree in finance, accounting, business or related field, or equivalent experience, preferred, but not required.
Some banking experience, including prior exposure to commercial loan processing, preferred.
Approximately six months to 1 year of on-the-job training to become familiar with established loan systems and procedures.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short and Long Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible scheduling & telecommuting options
Education Assistance Program
Product & Service Discounts & more!
$36k-42k yearly est. 10d ago
Full Time Universal Banker/Teller I (Bilingual)
First Mid Bank & Trust 4.0
Janesville, WI job
Position: Full Time Universal Banker/Teller I (Bilingual) Location: Janesville, WI
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.
At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to:
Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction.
Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust
Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request.
Gain manager assistance with any suspicious transactions.
Obtain management approval for transactions outside authorized limits.
Adheres to all bank compliance, security and operational policies and procedures.
Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties.
Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc.
Performs changes to existing accounts as requested by the customer.
Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management.
If applicable, allows entry of safe deposit box holders.
Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook.
Maintains customer confidentiality.
May participate in bank promotions, external community events, and promotional activities.
May be required to work in other First Mid Banking centers.
Complete other specified duties as assigned.
Sales:
Develops and maintains relationships with business partners.
Develops and maintains strong relationships with customers.
Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking.
Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc.
Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines.
Consistently meet or exceed established goals for the position.
Qualifications Education:
High School Diploma/GED required.
Experience:
1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred.
Previous sales experience preferred.
Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process. Advancement in this role will be based on management discretion.
Skills:
Proficient in usage of Microsoft Office and computer application
Bilingual Spanish and English preferred
Total Rewards:
Competitive health, dental & vision coverage with HSA match
401(k) with employer match + Employee Stock Purchase Plan
Generous PTO, paid holidays & parental leave
Tuition reimbursement & performance-based bonuses
Visit our Total Rewards page to see our full list of benefits
First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123
Pay Range: $17.50 - $19.62 per hour Apply for this Position
$17.5-19.6 hourly 3d ago
Banker
Associated Bank-Corp 4.6
Manitowoc, WI job
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience, complete banker certification, and advance within our organization.
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
Key Accountabilities
Deliver outstanding customer service by efficiently processing transactions and addressing customer needs.
Identify opportunities to recommend products and services that support customers' financial wellness.
Open new accounts and build lasting relationships through personalized service.
Partner with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions.
Support the operational integrity and compliance of the branch, adhering to all policies and regulations.
Participate in the Banker Roadmap program, completing training milestones and certification requirements.
Educate customers on digital banking options and demonstrate tools that enhance their banking experience.
Promote bank offerings and engage prospective customers through community and in-store outreach.
Education & Experience
Required
High school diploma or equivalent combination of education and experience
Up to 2 years of customer-facing sales and/or service experience
Preferred
Experience in banking, financial services, or retail sales
Why You'll Love Working Here
At Associated Bank, we're committed to helping you grow-personally and professionally. You'll receive comprehensive training, hands-on experience, and mentorship to guide your career path. We foster a supportive, team-driven culture where your contributions make a real difference. Apply today to start your journey toward a rewarding career with Associated Bank!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $28.96 per hour
$17-29 hourly 3d ago
Branch Manager
Horicon Bank 3.6
Randolph, WI job
The Branch Manager coaches and manages staff to promote Horicon Bank as a full-service bank; demonstrates sales leadership and models efficient, professional, and accurate service. The Branch Manager is the primary contact for Horicon Bank's most valued deposit customers, establishes and retains banking relationships; oversees the operation and maintenance of location. This role is responsible for managing frontline staff, coordinating schedules and ongoing staff training.
Principal Duties and Responsibilities:
Enthusiastically support the Bank sales function by providing exceptional service to internal and external customers of the Bank.
Manage, evaluate, and recognize the performance of their direct reports and ensure the Onboarding Policy is followed for new employees by providing continuous feedback.
Monitor product sales and referrals, to measure branch performance and success. Coach and develop frontline staff's sales skills.
Communicate policies and procedures to keep employees informed of changes and developments with new services, marketing efforts, etc. Hold regular staff meetings.
Demonstrate knowledge and understanding of bank products and services, as well as those offered by our competitors.
Develop a familiarity of highly valued customers through personal contact and internal reports.
Anticipate branch needs and manage staff schedules and time off requests to meet business needs and ensure a positive customer experience.
Open and maintain deposit accounts, business accounts, and other banking services, process transactions timely and accurately. Follow depository compliance, Truth in Savings, and provide account disclosures.
Ensure security and internal control procedures and policies are strictly followed. Maintain all audit requirements. Notify compliance of any suspicious activities or questionable transactions.
Represent and promote the bank at sponsored events in the community to generate referrals through community, civic and volunteer efforts.
Oversee facility maintenance to ensure a professional and clean appearance of bank facility and grounds.
Process donation requests, reference Giving Mission guidelines and provide all necessary documentation to internal departments for completion.
Additional Duties and Responsibilities:
Assist employees with questions and concerns relating to internal Bank operations.
Update knowledge and develop professionally on a continuing basis. Participate in internal and external training and development opportunities as required.
Perform other duties as may be necessary to fulfill the responsibilities of this role.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team.
Knowledge, Skills, and Abilities:
High school diploma and a minimum of five years previous banking and/or five years of management experience.
Previous experience with new account opening desired.
Expert knowledge of bank products and services, including the rules, regulations, polices, and procedures. Detailed understanding of core systems, Office Suite, and programs used within the frontline function.
Ability to plan and prioritize work, handle multiple tasks concurrently; exercise good judgment in all areas of responsibility; and work effectively under pressure and deadlines.
Strong leadership qualities with ability to evaluate performance, train, and provide coaching on an ongoing basis. Ability to communicate expectations effectively and generate engagement and support.
Ability to resolve conflict and deescalate difficult situations in a tactful and courteous manner.
Exceptional customer service skills with ability to problem solve and effectively communicate, both verbally and in writing, with customers, employees, and prospects.
Working Conditions:
Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours, including some weekend and evening hours, and average 40 hours a week. Some out-of-town travel may be required.
This role description describes the general nature and level of work performed by employee assigned to this role. It does not state or imply that these are the only duties and responsibilities assigned to the role. The employee may be required to perform other job-related duties as requested by management. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.
This role description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs to the employer and requirements of the role change.
Location: 53956
$47k-59k yearly est. 41d ago
Internal Auditor
Bank First National Corporation 3.7
Oshkosh, WI job
The Internal Auditor executes a risk-based internal audit plan following accepted professional auditing standards. The Bank currently maintains a co-sourced relationship with an outside consulting firm. The Internal Auditor will work in conjunction with the AVP - Internal Audit. The Internal Auditor provides an independent and objective opinion by measuring and evaluating the effectiveness of and adherence to financial, accounting, and operational policies, procedures, and regulations. Internal audits are performed across various areas of the Company, including but not limited to deposits, loans, finance and accounting, and treasury management. The Internal Audit position will report to the VP - Enterprise Risk Management.
RESPONSIBILITIES:
* Perform internal audit engagements in conjunction with the AVP - Internal Audit, including planning, fieldwork, remediation testing, and ensuring the timely completion of all work
* Conduct various additional audits as required
* Assist the VP - Enterprise Risk Management and AVP - Internal Audit in preparing various audit report packages
* Input of audit reports, including observations, recommendations, and management responses, into audit remediation software
* Analyze and categorize internal and other audit findings metrics for analysis and reporting to the Audit Committee
* Obtain and analyze department information and data to support defined internal audit procedures
* Assist in formulating recommendations for improvement and communicate results to management
* Act as a liaison between Bank staff and outsourced audit and consulting firms for various outsourced audits and reviews
* Assist the AVP - Internal Audit and VP - Enterprise Risk Management with planning and facilitation of the Internal Audit Risk Assessment
COMPETENCIES
* Honesty, Integrity and Ethics: honesty and integrity is the ability to act in a fair and just manner, free from deception; ethics is the ability to be guided by the company's accepted principles of moral conduct.
* Accountability: the extent to which an individual is willing to accept responsibility.
* Adaptability: the extent to which an individual can fit into a changing working environment.
* Decision Making: the ability to select an effective course of action while controlling resources and expenditures.
* Interpersonal / Customer Oriented: the ability to develop and maintain relationships with others. The desire to serve both external and internal clients by focusing effort on meeting the client's needs, understanding their concerns, and seeking to build trust.
* Relationship Building: the ability to establish and maintain a good rapport and cooperative relationship with customers, shareholders, and co-workers.
* Oral Communication: to be able to communicate with clarity to clearly understand others' messages and intent, and to receive and process feedback.
* Written Communication: the ability to write concise, clear letters, reports, articles, or e-mails, including proofreading and editing.
* Detail Oriented: the ability of the individual to pay meticulous attention to all aspects of a situation or task, no matter how small or seemingly unimportant.
* Consulting: the ability to give expert advice and be a knowledgeable resource. The ability to work collaboratively to develop possible solutions, as well as analyze information and to solve problems.
* Results-oriented: the ability to drive behaviors to emphasize achievement. The ability to be self-directed towards accomplishments, be action-oriented, enjoy challenges, and pursue opportunities.
* Innovative: to go beyond the conventional, a willingness to try different solutions, and to encourage new ideas.
SKILLS/KNOWLEDGE/ABILITIES
* Bachelor's Degree in Accounting or Finance and 3-5 years of internal audit experience
* CIA or CPA designation preferred
* Knowledge or ability to quickly learn applicable banking, finance, or accounting regulatory policies and procedures
* Effective verbal and written communication skills
* Strong interpersonal skills
* Proficient computer skills (Microsoft Word, PowerPoint, and Excel)
* Excellent organizational skills
* Superior analytical skills
* Effective problem-solving and decision-making skills
* Professional skepticism
* Ability to handle oneself in a professional manner
* Objectivity
* Attention to detail
* Strong ethical focus
This does not constitute an exhaustive list of responsibilities, competencies, and skills. Management may revise this job description at any time.
#INDBF
$65k-80k yearly est. 32d ago
Loan Input Processor
National Exchange Bank & Trust 3.7
National Exchange Bank & Trust job in Fond du Lac, WI
Job Description
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Loan Input Processor, you will be responsible for loan input and maintenance for installment, mortgage, HELOC and commercial loans. You will also post escrowed insurance payments and mail checks to insurance companies, balance loan payments, monitor returned loan mail, review reports, and answer inquiries from customers and lenders.
Skills & Attributes
The following skills and attributes are needed to be successful in your banking career:
A general knowledge of the systems input screens and general ledger.
Ability to interact collaboratively and productively to establish and maintain effective working relationships.
Strong attention to detail.
Ability to multi-task and to quickly re-establish priorities, responding to the changing needs of the department.
Ability to operate standard office equipment and Microsoft products.
Qualifications
Ideal candidates will have the following qualifications:
A high school diploma or equivalent.
Relevant banking experience or an equivalent combination of education and experience is helpful.
Approximately six months to 1 year of on-the-job training to become familiar with bank systems and procedures.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including but not limited to the following:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short- and Long-Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible Scheduling
Education Assistance Program
Product & Service Discounts & more!
$30k-35k yearly est. 26d ago
Bank Secrecy Act Officer
National Exchange Bank & Trust 3.7
National Exchange Bank & Trust job in Fond du Lac, WI
Job DescriptionWhy NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
The BSA Officer will be responsible for establishing and monitoring internal controls for bank-wide compliance and works with auditors to meet requirements. This includes reviewing and researching customer transactions to identify and report suspicious activity to ensure compliance with the Bank Secrecy Act, the USA PATRIOT Act, and other applicable laws and regulations.
Skills and Abilities
Must be able to work independently, as well as, collaboratively within a team environment, accurately and maintain good internal customer relations with the ability to adapt to varying customer and transactional volume. Must be able to quickly re-establish priorities, responding to the changing needs of the department.
Strong interpersonal, communication (written and verbal) and organization skills.
Must possess strong decision making, analytical and investigative skills, with attention to detail.
Demonstrated ability to interact effectively with all levels of management, law enforcement, regulators and auditors while maintaining strict confidentiality.
Detailed knowledge of banking laws relative to BSA/AML/OFAC and exposure to broad banking regulations.
Qualifications
Ideal candidates will have the following qualifications:
Bachelor's degree in business, accounting, finance or a related field or equivalent combination of education and experience is required.
A minimum of 5-7 years of BSA/AML experience is required.
Prior people management experience is preferred.
BSA & Certified Anti-Money Laundering Specialist (CAMS) Certification is preferred.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including but not limited to the following:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short and Long Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible Scheduling & Telecommuting Options
Education Assistance Program
Product & Service Discounts & more!
*Position will initially train at one of our branch offices and may eventually have the ability to work in a hybrid capacity.
$55k-72k yearly est. 5d ago
Customer Service Representative
National Exchange Bank & Trust 3.7
National Exchange Bank & Trust job in Rosendale, WI
Job DescriptionWhy NEBAT?
Trusted. Genuine. Successful.
National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Customer Services Representative, you will have the opportunity to create a difference in the lives of our customers every single day.
As a Customer Service Representative, you will spend time:
Providing guidance to help customers make decisions about their financial needs.
Completing teller transactions including cashing checks, processing deposits, and withdrawals.
Offering appropriate bank products and services.
Balancing and maintaining a cash drawer with accuracy and attention to detail.
Essential Knowledge & Skills
The following skills are needed to be successful in your banking career as a Customer Service Representative:
Interpersonal skills necessary to relate to and empathize with customers and coworkers to maintain a friendly demeanor throughout the day.
Be able to operate standard office, and bank equipment and required software including Microsoft Word, Excel, Outlook, and Teams.
Ability to communicate effectively via phone, email and in person.
A high school diploma or equivalent.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package for both Full-Time and Part-Time employees including:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short and Long Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible scheduling
Education Assistance Program
Product & Service Discounts & more!
$32k-37k yearly est. 16d ago
Teller (Part-time)
Associated Bank-Corp 4.6
Hudson, WI job
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Role Summary
Join Associated Bank as a Teller, where you'll provide exceptional service and support to every customer interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values collaboration, integrity, and community impact.
Key Accountabilities
Deliver friendly, professional customer service that reflects Associated Bank's brand promise.
Accurately and efficiently process customer transactions while following all policies and procedures.
Identify customer needs and refer them to colleagues for additional financial solutions.
Promote current offers, products, and services that benefit customers.
Answer questions and resolve customer concerns with professionalism and care.
Support daily branch operations, including servicing vaults, night drops, and ATMs as assigned.
Demonstrate and educate customers on digital and self-service banking tools.
Collaborate with team members across multiple branches to ensure seamless service.
Education & Experience
Required
High school diploma or equivalent combination of education and experience
Up to 2 years of demonstrated customer service experience
Preferred
Experience in retail banking, cash handling, or financial services
Why You'll Love Working Here
At Associated Bank, you'll be part of a supportive, growth-focused team that values your contributions and invests in your development. We offer meaningful career paths, community engagement opportunities, and a culture built on respect and teamwork. Apply today to make an impact in your community and grow your career with us!
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $22.96 per hour
$17-23 hourly 5d ago
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