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Nicolet National Bank jobs in Green Bay, WI

- 45 jobs
  • Treasury Management Admin/Banker

    Nicolet National Bank 4.2company rating

    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 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
    $65k-102k yearly est. 7d ago
  • Post Closing Specialist

    Nicolet National Bank 4.2company rating

    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. 12d ago
  • Associated Investment Services Operations Supervisor

    Associated Bank 4.6company rating

    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. 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, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and 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, LinkedIn and X. 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 contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. 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 Auto-Apply 36d ago
  • Private Banking Executive

    Associated Bank 4.6company rating

    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. Role Summary As a Private Banking Executive, you'll drive new business growth and deepen relationships with high-net-worth clients and healthcare practices. You'll serve as a trusted advisor, connecting clients to personalized financial solutions across lending, deposits, and wealth management. This is a relationship-driven role where you'll expand your professional network, make an impact, and help clients achieve their financial goals. Key Accountabilities Develop new client relationships through proactive outreach, networking, and referral partnerships. Drive profitable growth in loans, deposits, and assets under management by identifying and meeting client needs. Partner with private banking account executives and colleagues across business lines to deliver comprehensive financial solutions. Manage portfolio quality through active monitoring of loan renewals, financial performance, and covenant compliance. Deliver exceptional service and advice that consistently exceeds client expectations. Collaborate with internal partners to retain existing clients and support total relationship growth. Engage in community and professional organizations to build visibility and strengthen referral networks. Provide financial insights and guidance on market trends and banking solutions to support client success. Education & Experience Required: Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent experience 8+ years of sales experience with strong knowledge of banking products and advanced credit skills Proven success in business development and portfolio management Preferred: Experience working with high-net-worth or healthcare clients Formal credit training or advanced financial planning experience Why You'll Love Working Here At Associated Bank, we're driven by collaboration, integrity, and a shared commitment to helping clients and colleagues thrive. You'll find opportunities for professional growth, mentorship, and advancement within a supportive, relationship-focused culture. Join a team that values your expertise and celebrates your success. 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, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and 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, LinkedIn and X. 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 contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. 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. $127,120.00 - $217,920.00 per year
    $58k-96k yearly est. Auto-Apply 54d ago
  • Treasury Management Sales Associate 2

    U.S. Bank 4.6company rating

    Green Bay, 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** U.S. Bank is currently seeking a strong candidate to join our team of professionals as a Treasury Management Sales Associate (TMSA). The TMSA will assist the Treasury Management Payments Consultants (TMPC) in revenue generating activities and collaborate with the Treasury Management Implementation team to oversee facilitation of banking services for corporate clients. General responsibilities include: + Assist customers with required documentation to ensure a smooth implementation of new banking services. + Identify opportunities to deepen existing customer relationships by offering solutions to meet identified needs. + Understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner. + Deal effectively and tactfully with customers in handling complaints, problems and general inquiries. + Complete necessary tasks in a neat, efficient and accurate manner and ensure the volume of work produced meets expectations. + Plan, organize and prioritize work to meet deadlines. + Foster collaboration with other groups by building credibility and trust. + Accompany TMPCs on client calls/meetings when needed. **Basic Qualifications** - Bachelor's degree or equivalent work experience - One to three years of relevant experience, preferably in banking and/or customer service **Preferred Skills/Experience** - Basic knowledge of treasury management products - Ability to identify and resolve/escalate problems with minimal guidance - Strong professional verbal and written communication skills - Strong customer service skills - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications - Existing knowledge of U.S. Bank platforms a plus **Location** This role offers a hybrid/flexible schedule, which means there is an expectation to work onsite three or more days a week and the flexibility to work outside the office location for the other days. 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: $29.23 - $38.94 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.**
    $29.2-38.9 hourly 26d ago
  • Operations Technician - Decedents

    Associated Bank 4.6company rating

    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. Role Summary In this role, you will support key operational processes by managing work from start to finish while ensuring accuracy and timely completion. You'll coordinate information across teams, resolve complex issues, and provide guidance to less experienced technicians. This position offers opportunities to build technical expertise, strengthen problem-solving skills, and grow within our operations team.Key Accountabilities Process operational tasks from receipt to completion, ensuring accuracy, timeliness, and full resolution. Manage IRA-related activities, including preparing beneficiary documents and maintaining accounts until closure or re-titling. Prepare attorney letters and other required documentation with precision and attention to detail. Execute tasks such as returning Social Security payments, canceling automatic transactions, and delinking credit lines. Research complex issues, determine root causes, and provide effective solutions. Serve as an escalation point for less experienced technicians and provide training, support, and guidance. Coordinate information with internal partners to ensure smooth operations and consistent customer support. Education & Experience Required: High school diploma or equivalent 2+ years office experience Preferred: Associate's degree or Technical Diploma 3+ years office or operations experience Why You'll Love Working Here You'll join a team that values collaboration, continuous learning, and a strong commitment to serving our customers with excellence. We create space for growth, encourage new ideas, and help you build a meaningful career in operations. Apply today to make an impact and grow 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, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and 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, LinkedIn and X. 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 contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. 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 - $28.27 per hour
    $17-28.3 hourly Auto-Apply 36d ago
  • Retirement Plan Services Consultant

    Nicolet National Bank 4.2company rating

    Nicolet National Bank job in Algoma, 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 Retirement Plan Services Consultant is the responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers. As a Retirement Plan Services Consultant, you will: * Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business. * Develop new retirement plan services and trust business. * Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies. * Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans. * Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials. * Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities. * Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department. * 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 business, Finance or related field of study preferred * Two years in finance, investment, or trust environment * PC, phone system, general office equipment * Proficiency with Microsoft Office applications * Ability to maintain strict confidentiality * Ability to effectively promote Nicolet as a bank of choice * In-depth knowledge of banking positions * Strong organizational, multi-tasking and prioritizing skills * Self-motivated and resourceful 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
    $57k-91k yearly est. 8d ago
  • Developmental Appraisal Review Specialist

    Nicolet National Bank 4.2company rating

    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. 32d ago
  • Wealth Management Advisor - Wisconsin

    U.S. Bank 4.6company rating

    Green Bay, 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 Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and families by gaining a thorough understanding of their unique goals and objectives and constructing appropriate goals-based investment portfolios. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. Basic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes 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 (********************************************************************** . This role receives an annual base salary between $65,000 and $78,000 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan. 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.**
    $65k-78k yearly 60d+ ago
  • Director of Sales - AIS

    Associated Bank 4.6company rating

    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. Associated Bank's wealth business is growing and we're looking for a proven sales leader to take it even further. As Director of Sales for Associated Investment Services (AIS), you'll lead a talented team of Financial Advisors across multiple markets, expand our market share, and elevate our Private Wealth brand. This is a high-visibility role, working directly with our AIS CEO and bank leadership to execute a bold growth strategy. Key Accountabilities Lead and coach a high-performing team of licensed Financial Advisors to exceed sales and revenue goals. Drive growth strategies that expand our Private Wealth presence across multiple markets. Partner with bank leaders to deepen client relationships and move Mass Affluent clients into higher wealth segments. Collaborate with regional managers and bank executives to align sales campaigns, business development, and training. Champion a culture of compliance, ethics, and client-first service. Enhance brand visibility and community engagement within key markets. Integrate efforts across investments, trust, insurance, and legal to deliver holistic client solutions. Education & Experience Required: 10+ years of success in Private Banking, Wealth Management, or Investment Sales leadership 7+ years leading sales teams in high-performance environments FINRA Series 7, 24, and 65 licenses Life & Health insurance license Preferred: Experience driving integrated wealth and banking growth strategies Proven record of expanding client relationships into higher wealth segments Why You'll Love Working Here At Associated Bank, you'll join a collaborative, performance-driven culture where your leadership directly shapes the future of our Wealth business. We offer the resources, support, and recognition you need to thrive - while empowering you to make a lasting impact on clients and communities. 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, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and 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, LinkedIn and X. 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 contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. 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. $159,460.00 - $273,360.00 per year
    $61k-87k yearly est. Auto-Apply 60d+ ago
  • Advisory Client Service Supervisor

    Nicolet National Bank 4.2company rating

    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. 52d ago
  • Banker

    Associated Bank 4.6company rating

    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. 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. 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 Ability to successfully pass required credit and regulatory checks 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, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and 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, LinkedIn and X. 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 contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. 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 Auto-Apply 36d ago
  • Construction Funding Specialist I

    Nicolet National Bank 4.2company rating

    Nicolet National Bank job in Algoma, 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. 7d ago
  • RPSS Daily Record Keeper

    Associated Bank 4.6company rating

    Neenah, 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 our Retirement Plan Services team as the primary technical support contact for plan administration. In this role, you will ensure accurate daily processing, participant balances, and plan-level maintenance while delivering exceptional service to internal and external partners. This position offers the opportunity to deepen your expertise in retirement plan operations, regulatory compliance, and financial reconciliation.Key Accountabilities Process participant and plan transactions, including enrollments, changes, contributions, dividends, loans, and QDROs, while meeting all processing deadlines. Analyze, generate, and maintain participant loans, including documentation, compliance review, amortization schedules, and delinquency management. Review and resolve complex plan and participant corrections using regulatory knowledge, internal guidelines, and collaboration with administration teams. Serve as the primary contact for Retirement Plan Services Administration, addressing questions, research requests, and reporting needs. Reconcile daily retirement plan fund assets and cash, resolving discrepancies to ensure compliance with plan documents. Prepare and balance quarterly reports, verifying accuracy across tax codes, recordkeeping systems, and trust accounting systems prior to participant statement generation. Maintain clear and thorough documentation to support audits, compliance requirements, and plan reporting. Education & Experience Required Associate degree in Business, Accounting, or Finance (or equivalent experience) 2+ years experience in Business, Accounting, or Finance Preferred Bachelor's degree in Business, Accounting, or Finance 4+ years experience in Retirement Plan Services Why You'll Love Working Here At Associated Bank, you'll join a supportive team that values expertise, teamwork, and continuous learning. We offer opportunities to grow your career, expand your retirement plan knowledge, and make a meaningful impact for our customers and colleagues. Apply today to build your future with us. In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and 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, LinkedIn and X. 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 contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. 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. $17.67 - $30.29 per hour
    $17.7-30.3 hourly Auto-Apply 26d ago
  • Treasury Management Associate

    Nicolet National Bank 4.2company rating

    Nicolet National Bank job in Algoma, 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 responsible for developing and expanding treasury management relationships within the business community, partnering as appropriate with Commercial Banking Officers or other departments to best address commercial customer needs. Coordinates the sale and implementation of treasury management services and serves as a liaison to customers to facilitate a thorough service delivery process. Interfaces with clients/prospects and officers to obtain necessary information and provide superior customer service. As a Treasury Management Associate, you will: * Assists the Commercial Banking team in developing treasury management relationships within the business community, partnering as appropriate with Commercial Banking Officers or other departments to best address customer needs. * Coordinates the implementation of treasury management services and serves as a liaison to customers to facilitate a thorough service delivery process from onboarding through ongoing service delivery. * Interfaces with clients/prospects and officers to obtain necessary information and provide superior customer service. * Obtains and continually expands knowledge of all treasury management products and services, including developing the ability to effectively explain to clients/prospects all of the features and benefits. * Assists VP Treasury Management in educating Nicolet staff and expanding the team's ability to cross-sell treasury management services. * Serves as liaison between Commercial Department and Operations and between Customers and Operations. * Uses analytical skills to gather data, write reports and complete comparative banking fee analyses for use by others in Department. * 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 or Bachelor's degree in Business Administration, Finance, or related field preferred. * 2-5 years banking experience/5+ years of banking experience in commercial lending, treasury management, or a related area. * Personal or professional experience with business banking products and services along with customer service experience. Treasury management experience preferred/ Experience in banking environment, preferably in Treasury Management, IT, Commercial, Credit or related department. * Strong organizational, multi-tasking and prioritizing skills. * Knowledge of the features and benefits of treasury management products and services. * Effective 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
    $54k-82k yearly est. 52d ago
  • Credit Analyst

    Nicolet National Bank 4.2company rating

    Nicolet National Bank job in Algoma, 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. This is a developmental role designed to lead into a Commercial Banker role. 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
    $45k-65k yearly est. 60d+ ago
  • Branch Manager

    Nicolet National Bank 4.2company rating

    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. 60d+ ago
  • Loan Documentation Specialist

    Us Bank 4.6company rating

    Oshkosh, 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 Performs a variety of clerical duties in conjunction with consumer loan servicing. Coordinates the preparation of loan/lease titles in compliance with policies and procedures, regulatory guidelines, and investor standards by gathering and reviewing necessary documents and information within designated time frames to secure our lien. Pull and review DMV inquires. Communication with staff, customers/clients, RAMS, dealers, DMV's, legal, risk, title companies, etc. to respond to inquiries, resolve problems and obtain additional documents needed to perfect our lien. Basic Qualifications * High school diploma or equivalent * Typically three to five years of related experience Preferred Skills/Experience * Basic reading, writing, mathematical and calculator skills * Effective verbal and written communication skills * Proven customer service skills * Ability to identify and resolve exceptions and to interpret data * Proficient computer navigation skills using a variety of software packages including Microsoft Office applications * Attention to detail with a high level of accuracy * Working in a fast paced environment * Experience with various computer skills and programs * Experience communicating verbally, and written with a positive outcome Location expectations This role requires working from a U.S. Bank location five (5) 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 19d ago
  • Business Process Manager

    Us Bank 4.6company rating

    Oshkosh, 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 We are seeking a Business Process Manager with expertise in Change, Incident, and Problem Management to join a high-performing team that also likes to have fun while modernizing IT Service Management (ITSM) practices across ServiceNow. This role operates in a fast-paced environment with multiple priorities across diverse products and stakeholders. Key Responsibilities: * Own and evolve Change, Incident, and Problem Management processes to align with ServiceNow best practices and industry standards. * Collaborate with Product Owners, Engineering, and Business stakeholders to design scalable, efficient processes. * Define and enforce governance standards to ensure compliance with regulatory and security requirements. * Drive continuous improvement through automation, simplification, and innovation. * Act as a trusted advisor to leadership and cross-functional teams, providing insights and recommendations. * Develop KPIs and dashboards to measure process effectiveness and inform decisions. * Support adoption of new processes through training, documentation, and communication strategies. Basic Qualifications * Bachelor's degree or equivalent work experience * ITIL Service Management Foundation certification * At least 1 year experience with activities, tasks, practices and deliverables for assessing and documenting business opportunities, benefits, risks, and success factors of potential applications. * At least 6 years experience within a total Information Technology (IT) environment. * At least 1 year experience with tools and techniques for planning, organizing, monitoring and controlling IT projects Preferred Skills/Experience * Experience with Agile methodologies and working in iterative delivery environments. * Familiarity with DevOps practices and integration with ITSM processes. * Background in enterprise-scale implementations and global process standardization. * Knowledge of automation and AI-driven workflows within ServiceNow. * Advanced ServiceNow certifications (e.g., Certified Implementation Specialist). * 7+ years of experience in IT Service Management with a strong focus on Change, Incident, and Problem Management. * Hands-on experience with ServiceNow ITSM modules and platform capabilities. * Proven ability to design, implement, and optimize ITSM processes in complex, global environments. * ITIL v4 certification preferred. * Strategic thinker with the ability to manage details effectively. * Adaptable and thrives in a fast-paced, dynamic environment. * Influencing skills to drive alignment across diverse stakeholders. * Excellent written and verbal communication skills. * Collaborative mindset with a focus on building trust and transparency. * Creative problem solver with a practical approach to challenges. * Resilient and confident in navigating ambiguity. * Strong Analytical skills to interpret data and recommend improvements. 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 8d ago
  • Universal Banker

    Nicolet National Bank 4.2company rating

    Nicolet National Bank job in Algoma, 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 Universal Banker 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 Universal Banker, you will: * Perform teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identify payees and verify signatures and endorsements. * Perform back-up personal banker duties, opens a variety of accounts, verify and processes changes to existing accounts, answer customer questions, and resolve related account problems to ensure customer satisfaction. Follow the guidelines of the continuity program with all new Nicolet customers. * Attract 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. * Stay current on applicable banking regulations and security procedures and practice to prevent fraud or other bank losses and to comply with regulatory requirements. * Answer customer telephone inquiries promptly and professionally and provide accurate information in accordance with bank policies and procedures. * Assist with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc. * Promote Nicolet products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommend corrective services to resolve customer complaints. * Engage 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. * Maintain vault which includes balancing the vault daily and ordering and selling cash for the branch. * Maintain 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. * 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 Nicolet. * Ability to understand 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. 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. * Perform all other duties as assigned. Qualifications: * High School diploma or equivalent * 1+ years of cash handling 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
    $29k-34k yearly est. 26d ago

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