At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
This position is responsible for providing administrative support and assistance to the treasury management sales team in the areas of customer onboarding, implementation, record keeping, correspondence, report preparation and customer service.
As a Treasury Management Admin/Banker, you will:
Works with the treasury management team (Sales, Support, Doc Prep, and Operations) to complete account and treasury management paperwork such as account opening documents, maintenance to existing accounts, preparing TM Review documents, inputting cases to the Bank CRM portal, and orders account and service supplies. Assists treasury management team with various project work as needed.
Responds to customer inquiries and resolves requests timely and accurately to ensure customer satisfaction and retention.
Provides courteous, professional services by receiving, screening, and transferring telephone calls and providing routine information to internal or external customers as needed.
Performs a variety of administrative support tasks such as typing, copying, scanning and other duties as necessary.
Interacts and responds with branch personnel and other areas of the Bank timely and appropriately.
Follows the guidelines of the continuity program with all bank customers and participates in training forums/sessions on items related to the functions of the position.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
Associate or Bachelors Degree in Business Administration, Finance, or related field
Experience in banking environment, preferably in Treasury Management, Retail Banking, Commercial, Credit or related department.
Ability to represent the bank in a professional and positive manner.
Effective verbal and written communication skills and strong interpersonal skills.
Strong organization and attention to detail.
Knowledge of business banking products and services.
Proficiency with computer applications.
Ability to maintain strict confidentiality.
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$66k-103k yearly est. 3d ago
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Advisory Client Service Supervisor
Nicolet National Bank 4.2
Nicolet National Bank job in Green Bay, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team.
As an Advisory Client Service Supervisor, you will:
Leadership and Management:
Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
Provide coaching, mentoring, and development opportunities to team members.
Assign and monitor daily tasks, ensuring alignment with department goals and service standards.
Lead regular team meetings to communicate updates, share best practices, and address challenges.
Client Service:
Ensure seamless client onboarding and ongoing service delivery across the advisory business.
Monitor and enhance the client experience by identifying service gaps and implementing improvements.
Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
Promote a client-first mindset throughout the team.
Advisor Support:
Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
Monitor and track client service activities to ensure timely and accurate completion.
Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
Process Optimization and SOP Management:
Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.
Identify opportunities for process improvement and implement changes to enhance operational efficiency.
Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
Training and Support:
Develop and deliver training programs for new and existing client service associates.
Ensure team members are proficient in systems such as Schwab and Salesforce.
Facilitate cross-training to build team flexibility and coverage.
Maintain and update training materials and reference resources.
Project and Performance Management:
Lead or support department-level projects related to client service enhancements and operational improvements.
Track and report on key service metrics.
Provide regular updates to leadership on team performance, challenges, and successes.
Ensure compliance with internal procedures and regulatory standards.
Qualifications:
Bachelor's degree in finance, business administration, or a related field.
Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
Active Series 7, 63, and 65 or Series 7 and 66.
Strong understanding of advisory operations and client service principles.
Proven ability to lead and develop a team in a fast-paced environment.
Excellent communication, interpersonal, and organizational skills.
Strong problem-solving and analytical abilities.
Proficiency in Schwab, Salesforce, and Microsoft Office Suite.
Familiarity with financial services industry regulations and compliance standards.
Ability to manage multiple priorities and adapt to changing business needs.
Commitment to continuous improvement and operational excellence.
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$42k-50k yearly est. 3d 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
Customer Care Representative - Full Time
Associated Bank-Corp 4.6
Hales Corners, 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
As a Customer Care Representative, you'll be the friendly, knowledgeable voice our customers rely on. You'll resolve questions, troubleshoot issues, and provide financial guidance with empathy and professionalism. This role offers opportunities to develop customer service expertise, grow within the organization, and contribute to a team that values excellence and collaboration.
Key Accountabilities
Respond to customer inquiries via phone and email, providing prompt, courteous, and accurate service.
Troubleshoot and resolve complex account or technical issues using available tools and resources.
Promote Associated Bank products and services that meet customers' needs.
Mentor and train new team members to ensure consistent, high-quality service delivery.
Demonstrate professionalism and care in every customer interaction to strengthen relationships and loyalty.
Collaborate with colleagues across teams to improve processes and customer experiences.
Uphold compliance with all bank policies, procedures, and regulations.
Education & Experience
Required:
High school diploma or equivalent.
Less than 2 years of customer service experience in banking, retail, food service, insurance, telemarketing, or sales.
Preferred:
Bilingual English/Spanish proficiency (eligible for competitive language differential).
Why You'll Love Working Here
Enjoy every Sunday off, fun on-site activities, and even a $50 bonus for working Saturdays. You'll have opportunities to grow your skills, mentor others, and advance your career in a collaborative environment that celebrates success. Join a team that values people first - where your work truly makes a difference.
Apply today to start building your future 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 - $26.14 per hour
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
Commercial Banker
Nicolet National Bank 4.2
Nicolet National Bank job in Minocqua, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Commercial Banker is responsible for administering and supporting the activities in Commercial Banking to accomplish department goals and objectives. This position is responsible for developing and maintaining a variety of commercial loan accounts (secured and unsecured) that meets established lending requirements and provide maximum profitability to the bank at minimum risk. They will also develop new loan relationships through referral and individual efforts in sales.
As a Commercial Banker, you will:
Attend to the needs of customer relationships and prospects seeking loans or lines of credit on terms that involve a varied amount of risk underwriting.
Make decisions on loans and terms within lending limits or makes recommendations to the Senior Lending Officer.
Manage portfolio within the terms approved and in conformity with bank's lending policy.
Provide feedback to customers, where appropriate and within scope of expertise, concerning business management and financial matters to add value to relationships between the customer and bank.
Develop new business by calling on prospects and customers for commercial loans with an emphasis on cross-selling bank products and services to establish a complete banking relationship between the customer and bank.
Manage an on-going portfolio including but not limited to past dues, collateral exceptions, renewals, review and account management of overdrafts and collection activities, if necessary.
Collect and analyze information that reflects the current financial position of customers and prospects with which analysis leads to a recommendation of credit structure and if appropriate closing the credit relationship.
Participate in community affairs to contribute expertise, better understand the needs of the business community, increase the Bank's visibility and to enhance new business opportunities.
Directs and manages work activity of administrative staff.
Keep abreast of new regulations, policies and procedures relative to commercial lending and general economic trends.
Qualifications:
High School Diploma or Equivalent/ Associate or Bachelor Degree in Finance, Accounting, Business Administration or similar
1-3 years of financial industry experience / 2-5 years Commercial Banking experience
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$35k-53k yearly est. 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
Developmental Appraisal Review Specialist
Nicolet National Bank 4.2
Nicolet National Bank job in Green Bay, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Developmental Appraisal Review Specialist is responsible for managing the review and approval of commercial and agricultural appraisals. They are responsible for the review and approval of internal and external evaluations.
As a Developmental Appraisal Review Specialist, you will:
Perform an independent review of appraisals, based on the Appraisal Review Specialist's independent judgment and discretion, to determine the reasonableness and accuracy of the appraisal. Ensure technical compliance with applicable Nicolet policies, regulations, and appraisal standards. The Appraisal Review Specialist's review shall include, but shall not limited to, the reasonableness of the comparable values used by the appraiser, the appraiser's calculations and methodologies, and the capitalization rate used by the appraiser.
Require, if the Appraisal Review Specialist deems relevant, additional information from the appraiser to support the appraiser's findings.
Make recommendations to the Appraisal Review Manager to reject appraisals that, at the discretion of the Appraisal Review Specialist, are not appropriately supported. Make recommendation to the Appraisal Review Manager on what support should be added.
Maintain an accurate pipeline of future appraisals to ensure timely review to meeting closing date expectations.
Help maintain Nicolet's list of approved appraisers by providing input on the quality of appraisals received by Nicolet.
Maintain appropriate procedures, records, tracking documentation, and reports for control and reconciliation purposes.
Prepare, track, and archive appraisal-related performance reporting as required, including but not limited to individual appraiser performance.
Prepare real estate evaluations on commercial / AG and residential properties.
Approve real estate evaluations on commercial / AG and residential properties from internal and external sources.
Build and maintain relationships with commercial loan officers.
Make recommendations for appraisal review process or policy changes to the Appraisal Review Manager.
Act as a backup in ordering appraisals as required by the relevant loan approval documents from outside vendors approved by Nicolet.
Act as a backup in receiving, track, and process appraisal bids and engagements for loan requests, including renewals, and workout requests.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
Associate degree or bachelor's degree in finance, Business Administration or Related Field is preferred.
Strong analytical, technical, and statistical skills.
Sound working knowledge of accounting principles and financial statements.
Capability to effectively present information and respond to questions from groups of lenders, managers, directors and/or regulatory officials.
Strong integrity in all areas, adhering to policies, regulations, and utmost ethical and legal standards.
Uphold confidentiality and privacy of findings in all situations.
Demonstrate ability to prioritize and handle multiple projects.
Computer skills, including Microsoft Office Suite.
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$39k-45k yearly est. 3d ago
Facilities Technician
Nicolet National Bank 4.2
Nicolet National Bank job in Wausau, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
This position is primarily responsible for managing the coordination, scheduling, and completion of both short and long-range facility projects as well as the general maintenance, repair, and upkeep of our facility, including building systems, equipment, and grounds. It is also responsible for ensuring maintenance, repair, testing, inspection, certification, and service for all building systems, including documentation evidencing said work. This position is accountable for the overall efficient operation of all bank locations.
As a Facilities Technician, you will:
Scheduling preventative maintenance, routine inspections and replacement of bank equipment and performing minor maintenance on a daily schedule for all locations (e.g., changing light bulbs, setting up tables/chairs for presentations and other company events, paint touch-ups, etc.).
Assists with repair and maintenance on large projects as requested or required.
Diagnose and repair minor issues with mechanical systems, lighting, doors, fixtures, and general building maintenance.
Perform minor landscaping, snow removal, and parking lot upkeep as needed.
Ensuring that all physical locations are always presentable; all equipment is working properly; all furniture is presentable; all cubicles are set up appropriate for new hires or for employee moves. Aiding in the transfer of materials for employee moves and assisting in office clean-up for employee terminations when applicable.
Managing furniture inventory to include new purchases and maintenance and/or repair of existing furniture and cubicles.
Coordinate with external vendors and contractors for specialized repairs and services for branch equipment and building related items.
Respond promptly to maintenance requests and communicate with request owners on the status of requests and progress.
Work with management in developing project estimates and monitoring expense on projects as required.
Participating in the creation of emergency action and preparedness plans as well as OSHA policies and procedures.
Hanging signage, postings, white boards, art, etc. for all locations.
Monitoring vendor contracts and building contracts (e.g., lease agreements to determine work responsibility) and vendor performance to ensure contracted services are being carried out to bank's satisfaction. Perform any activity, whether subject to contract, that is required for the efficient operation or presentation of each location. Document and advise supervisor of deficiencies with vendor performance as necessary.
Handling of building-equipment emergencies on an ongoing basis and serves as the liaison between bank employees and outside contractors called to fix problems.
Working with the IT department with telecommunications system and computer equipment as directed.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
High School Diploma or equivalent.
Minimum 2+ years in a facilities role.
5+ years in a facilities role is preferred.
Must have reliable transpiration for travel between branches.
Knowledge of state and local building codes and fire codes.
Strong organizational, multi-tasking and prioritizing skills.
Self-motivated and resourceful.
Proficiency with Microsoft Office applications.
Ability to maintain strict confidentiality.
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$49k-60k yearly est. 3d ago
Post Closing Specialist
Nicolet National Bank 4.2
Nicolet National Bank job in Green Bay, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Post Closing Specialist I is primarily responsible for managing the banks collateral risk for Mortgage and Consumer loans by performing the following functions after loan booking. Securing and releasing collateral, and processing paid notes.
As a Post Closing Specialist, you will:
Secure and track, as needed, all types of collateral documentation including mortgages, UCC filings, titles, etc.
Process paid loans by preparing paid in full letters, releasing collateral, completing tracking items, and sending required paid in full documentation to the customer.
Process case requests from bank employees for various loan maintenance requests related to Post Closing tasks.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications
High School Diploma or equivalent
1-year relevant experience preferred.
Strong organizational, multi-tasking and prioritizing skills
High degree of accuracy
Self-motivated, resourceful, and strong work ethic
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$58k-87k yearly est. 3d ago
Branch Manager
Nicolet National Bank 4.2
Nicolet National Bank job in Appleton, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
As a Branch Manager, you are responsible for driving new business Nicolet and your branch. Coach and drive daily sales process, lead team in achieving planned performance goals, acquiring new consumer and business customers; initiate referrals to partners, deepen all existing customer relationships, and are proactive in developing business inside and outside of the branch. You lead all facets of sales, service and operations of the branch.
As a Branch Manager, you will:
Foster a culture aligned to Nicolet's purpose, core values and strategy and role models Nicolet values and behaviors in all that they do.
Develop and execute a branch business plan to maximize business growth, wallet share and achieve customer retention and acquisition objectives.
Contribute to the achievement of business objectives by conducting sales calls, establishing a personal referral network and other business development activities.
Maintain active involvement in the community and develops key business and community relationships.
Improve team performance, recognizes and rewards performance, coach employees, support their development and manages poor performance.
Deepen consumer and business customer relationships by providing a memorable customer experience.
Coach and deliver needs-based sales process to proactively identify the financial needs of current or prospective customers and recommends appropriate solutions to meet those needs.
Cultivate key internal partnerships to drive business in trade area.
Manage overall operations of the branch, adhering to all operational, security, risk and regulatory related policies and procedures.
Maintain knowledge and educates teams on all products, services, technology and policies.
Actively lead the recruitment/hiring/onboarding process ensuring team is staffed with colleagues suitable for Nicolet's culture.
Develop and maintain a network in the community to enhance Nicolet's visibility and builds strong referral sources for new business.
Support Nicolet's community involvement and participates in community activities.
Create a culture that attracts, retains and grow a team that values diversity, inclusion, and engagement.
Ensure proper operations/risk discipline, controls and culture are in place to identify, escalate and debate issues.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
Associates degree in banking, Finance or related field
3-5-years retail banking experience required
5+ years retail banking with management experience preferred
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$49k-62k yearly est. 3d ago
Construction Funding Specialist I
Nicolet National Bank 4.2
Nicolet National Bank job in Green Bay, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Construction Funding Specialist I is responsible for various functions performed during the construction of commercial, agricultural, single-family, multi-family, and other types of structures. These functions include but are not limited to draw request reviews and funding.
As a Construction Funding Specialist I, you will:
Collect the necessary documentation from title companies, builders, lenders, and appraisers to ensure complete information and authorization for the draw has been obtained.
Analyze the draw request to monitor construction progress and mitigate risk for customer and bank.
Order progress inspections from appraisers as needed.
Provide your analysis and request approval from lenders where applicable.
Work with wire department or frontline to fund draw requests, or fund internal accounts directly.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
High School Diploma or equivalent
1-year relevant experience.
Ability to maintain strict confidentiality
Strong organizational, multi-tasking and prioritizing skills
High degree of accuracy
Self-motivated, resourceful, and strong work ethic
Effective verbal and written communication skills and strong interpersonal skills.
Ability to maintain regular and reliable attendance.
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$33k-40k yearly est. 3d ago
Receptionist
Nicolet National Bank 4.2
Nicolet National Bank job in Medford, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
This position is responsible for providing courteous, professional services to customers through greeting and assisting customers and visitors. Promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff where necessary.
As a Receptionist, you will:
Greets and assists customers and visitors with their questions and makes them comfortable while waiting for appointment.
Maintains the company telephone listing.
Orders supplies for the company which includes office, teller, printer supplies and supplies from various vendors.
Assists with endorsement stamp ordering and reporting.
Assists with the daily statement mailings.
Sorts and distributes daily mail.
Provides administrative support to the Lenders by assisting with faxing, copying, sorting and phone calls.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
High School diploma or equivalent required
Associate Degree in Administrative Support or related field preferred
1-year receptionist experience with multi-phone lines required.
1-3 years administrative/receptionist experience in a financial institution preferred.
Proficiency with Microsoft Office applications
Ability to maintain strict confidentiality.
Ability to effectively promote Nicolet as an employer of choice.
In-depth knowledge of banking positions preferred.
Strong organizational, multi-tasking and prioritizing skills.
Self-motivated and resourceful.
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$27k-31k yearly est. 4d 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
Credit Analyst
Nicolet National Bank 4.2
Nicolet National Bank job in Wausau, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Credit Analyst is responsible for analyzing credit information pertaining to commercial loans. The Credit Analyst prepares or assists in the preparation of credit reports for presentation to loan committee, furnishes information in relation to credit inquiries, conducts credit investigations, and provides assistance to the Commercial Lenders as requested.
As a Credit Analyst, you will:
Spread and make interpretive analysis of financial statements, to include historical analysis and financial forecasting using the Baker Hill Statement Analyzer software; Analyze sources of cash flow used for repayment and identify and evaluate cash flow and ratio trends; Identify and evaluate business and industry risks, management and collateral support.
Prepare credit write-ups for presentation at credit committee meetings. Work closely with lending officers to ensure thorough underwriting and evaluation of business credit requests and ensure compliance with the bank's credit policy and lending regulations.
Complete real estate evaluations for loans secured by real estate.
Review commercial loans granted to ensure proper documentation is obtained, executed, and on file.
Assist with the Loan Review function to ensure appropriate credit grading, including but not limited to credit analysis and documentation review.
Assist in the preparation of monthly and quarterly loan reports for use by management and the Board of Directors.
Monitor accounts receivable and inventory loans for adequate collateral coverage; monitor borrower compliance with loan covenants and financial reporting requirements; track and report results using the bank's exception tracking systems.
Assist in monitoring loans for compliance with federal banking laws and regulations, regulatory guidelines, and the bank's lending policy; Identify non-compliance and monitor for correction of exceptions.
Conduct and develop research projects useful to the lending function.
Assist in the ongoing maintenance of all credit files, including filing of credit information and the purging of outdated information that is no longer needed in the credit files.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
Bachelor's degree in Finance, Business Administration, Accounting or Economics or equivalent work experience
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$44k-63k yearly est. 3d ago
Mortgage Final Document Specialist
U.S. Bank 4.6
Brookfield, WI job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Responsible for providing a broad variety of administrative, operational and staff support services for an assigned group(s) or manager(s).
Actively engaged in report writing, tracking and compiling; research, exception processing, data entry, record keeping, and/or data maintenance.
Responsible for ensuring proper application of and compliance with internal and regulatory standards, guidelines, and procedures.
May perform reviews and evaluations of work quality and productivity standards for assigned product line and/or work area.
May have responsibility to review reports, loan files and other policies and procedures to promote quality execution of the loan operations functions and the related transactions that impact the financial statements.
May use PC based software packages for word processing, graphics, spread sheets, databases, etc. Specified job duties may vary by area.
Basic Qualifications
High school diploma or equivalent
Two to four years of experience in business and general office environment
Preferred Skills/Experience
Physical ability for repeated lifting of 40+ pound banker's boxes
Good understanding of the business and broad office skills
Demonstrated administrative skills and acute attention to detail
Strong reading, writing and mathematical skills
Ability to manage multiple tasks/projects and deadlines simultaneously
Ability to identify and resolve exceptions and to interpret data
Strong personal computer skills and knowledge of other office equipment
Well-developed verbal, grammatical, and written communication skills
This role has an in-office expectation of 5 days per week during initial 10-12 weeks of training. Once the training is complete, the position
requires working from a U.S. Bank location three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$20-22.5 hourly Auto-Apply 60d+ ago
Varicent ICM Product Consultant
U.S. Bank 4.6
Milwaukee, WI job
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The HR Product team is hiring an experienced Varicent ICM Product Consultant. We are looking to expand our team by adding someone that has experience configuring in the cloud-based Varicent application and can help drive towards adoption of Presenter Adaptive reporting. This role will support design, report configuration, and testing of incentive plans in Varicent across various U.S. Bank business lines.
**Responsibilities:**
+ Provide subject matter expertise in Varicent to guide and upskill HR Product team members in the building and expanding of the Varicent application.
+ Lead efforts to modernize reporting by converting legacy reports to Presenter Adaptive format, ensuring alignment with business needs and usability for end users.
+ Provide guidance and recommendations on system functionality optimization, design, and enhancements to ensure the product keeps up with Varicent's latest technology capabilities (artificial intelligence, workflows, virtual agents).
+ Perform testing and analysis to ensure the system meets or exceeds customer requirements. Ensure design solutions are validated/tested to confirm the design is working as planned, downstream impact is considered, and additional problems are not inadvertently resulting from the change.
+ Log and maintain tickets in Jira, which is our HR Product support application. Take ownership of issue though resolution. Communicate and educate business teams as needed on resolution.
+ Analyze, understand and share learnings from peer groups, Varicent Community, and professional networks to build strong knowledge of the product. Drive knowledge sharing with team members.
**Basic Qualifications** :
+ Bachelor's degree in Information Technology, Human Resources, Business Administration, Engineering or equivalent work experience
+ 3-5 years proven configuration experience in Varicent
+ In-depth understanding of incentive compensation plan rules and formulas
**Preferred Skills/Experience:**
+ Ability to understand and translate business needs into technical requirements
+ Comprehensive knowledge of HR business processes and the technology platforms used to support, including web and mobile capabilities
+ Proficient analysis and research skills, i.e., ability to support complex system features, incidents, and future product state with the purpose of maintaining and improving delivery of services
+ Ability to negotiate priorities and manage difficult conversations in favor of advancement of digital and agile culture.
+ Experience as an Agile team member, i.e., experience participating in design, sizing, configuration, testing, release, and deploy lifecycle, as well as supporting iterative configuration and engaging stakeholders as needed
+ Ability to write and analyze reports, review system audit reports and make recommendations on process or technical changes.
+ Effective verbal, written, and interpersonal communication skills, ability to lead meetings re: technical/functional design, demo, and feedback sessions
+ Advanced knowledge of technology desktop software and tools (e.g. Microsoft office suite, Windows infrastructure), industry trends and tools and key enterprise software
**Location Expectations**
This role requires working from a U.S. Bank location three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$105.4k-124k yearly 4d ago
Post Closing Specialist I - Commercial/Ag
Nicolet National Bank 4.2
Nicolet National Bank job in Green Bay, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Post Closing Specialist I - Commercial/Ag is Primarily responsible for managing the banks collateral risk for Commercial / Agricultural loans by performing the following functions after loan booking. Securing and releasing collateral and processing paid notes. As a Post Closing Specialist, you will:
Secure and track, as needed, all types of collateral documentation including, but not limited to, mortgages, UCC filings, final titles, life insurance, vehicle liens, investment account assignments.
Process paid loans by preparing paid in full letters, releasing collateral, completing tracking items and sending required paid in full documentation to the customer.
Process case requests from bank employees for various loan maintenance requests related to Post Closing tasks.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications
High School Diploma or equivalent
1-year relevant experience preferred.
Strong organizational, multi-tasking and prioritizing skills
High degree of accuracy
Self-motivated, resourceful, and strong work ethic
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$38k-49k yearly est. 3d ago
Floating Universal Banker
Nicolet National Bank 4.2
Nicolet National Bank job in Green Bay, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
This position is primarily responsible for interacting with customers to complete transactions, cross-selling Nicolet products and services, resolving problems, and serving as a back-up to the personal bankers by opening and closing accounts. This position promotes business for Nicolet by maintaining a high level of customer service and by referring customers to appropriate staff where necessary.
As a Floating Universal Banker, you will:
Performs teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements.
Performs back-up personal banker duties, opens a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction. Follows the guidelines of the continuity program with all new Nicolet customers.
Attracts and retains customer relationships by extending a courteous greeting in person or by phone and by providing accurate and timely customer service which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan payments, dispensing cashier's checks and bonds, processing savings withdrawals within established guidelines to ensure customer satisfaction.
Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
Answers customer telephone inquiries promptly and professionally and provides accurate information in accordance with bank policies and procedures.
Assists with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc.
Promotes Nicolet products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommends corrective services to resolve customer complaints.
Engages proactively as a sales representative of Nicolet products and services to existing and prospective customers within the community by active participation in community events and/or organizations.
Maintains vault which includes balancing the vault daily and ordering and selling cash for the branch.
Maintains inventory of traveler's checks, cashier's checks and gift cards and ensures adequate supply at all branch locations. Monitors supplies for front line and places orders when necessary.
Floats between branches on an as needed basis.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
High School diploma or equivalent.
1+ years of cash handling experience.
Banking experience preferred.
Ability to maintain strict confidentiality.
Ability to effectively promote Nicolet as bank of choice.
In-depth knowledge of banking positions.
Strong organizational, multi-tasking and prioritizing skills.
Self-motivated and resourceful.
Strong verbal and written communication skills and strong interpersonal skills.
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$29k-34k yearly est. 3d ago
Mortgage Servicing Specialist
Johnson Financial Group 3.9
Racine, WI job
The Mortgage Servicing Specialist position is accountable for providing the highest level of customer service to internal and external customers with operational integrity. Responsible for owning and facilitating the customer experience and loan transactional requirements once loans have closed, have been boarded to our core system and through the life of the loan. Performing both routine and complex duties demonstrating expertise in Federal and State Regulatory requirements, Investor directives and Johnson Financial Group priorities.
Hybrid work schedule
KEY RESPONSIBILITIES
Position Specific Responsibilities
Responsible for providing exceptional customer service to all internal and external customers, building trust through listening, and resolving customer-related issues with a favorable outcome.
Acts as the contact for all internal JFG departments, facilitating questions and requests ensuring expeditious answers and exceptional service experiences.
Performs mortgage loan transactional requirements including: balloon renewal management, processing mortgage payments and payoffs, preparing mortgage payoff statements, mortgage satisfactions and amendments, and recording mortgage documents.
Responsible for real estate tax administration, including annual disbursements, annual escrow analysis, delinquent tax searches and maintenance of EDO data.
Responsible for Hazard and flood insurance monitoring, including payment of premiums and management of force-placed insurance coverage.
Responsible for PMI administration including certificate maintenance, payment of premiums and management of borrower requested cancellations and automatic terminations per the Home-Owner's Protection Act.
Responsible for FIS system maintenance of loan payments made via ACH.
Performs daily review and processing of various loan level reports to ensure unapplied funds and non-post items are credited to the loans timely and accurately.
Prepares partial release documentation and analysis for management review and approval.
Research outstanding items on various loan GL's and DDA's and clear within appropriate timeframes.
Assists with administration of new construction loans as needed (i.e., auditing closed loan files, funding/draws, escrow repair accounts, conversions, interest rate modifications, ordering appraisals, preparation of documents, communicating with customers on status of construction process).
Identify potential prospects for customer convenience opportunities (i.e., APO, EDO).
Job Requirements - Education, Knowledge and Skills
Ability to handle multiple tasks, while meeting deadlines and maintaining quality levels. Demonstrates flexibility in responding to changes in assignment and job responsibility in a dynamic, fast-paced environment.
Ability to consistently demonstrate high quality decision making, keen problem solving and analytical skills. Requires strong attention to detail and a high level of accuracy.
Possesses a positive telephone presence ensuring a pleasant client interaction.
Possesses strong written and oral communication skills.
Knowledge of Freddie Mac and/or Fannie Mae servicing guidelines preferred.
Strong working knowledge of the loan servicing platforms preferred.
Strong PC skills required including working knowledge of Microsoft Office Word and Excel.
Minimum High School Diploma or equivalent. Advanced education/certification preferred.
Mortgage Industry experience preferred.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
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Nicolet National Bank may also be known as or be related to NICOLET BANKSHARES INC, Nicolet Bankshares Inc, Nicolet Bankshares, Inc. and Nicolet National Bank.