Bank Call Center Representative
Waukesha State Bank job in Waukesha, WI
Job Description
Join Waukesha State Bank as the friendly, knowledgeable voice our customers count on!
In this role, you'll assist with deposit and loan questions, debit card issues, online banking support, and fraud/dispute concerns-all while delivering exceptional customer service.
What You'll Bring:
1+ year of banking customer service experience
Strong phone and problem-solving skills
Attention to detail and a commitment to friendly, professional service
Comfort with Microsoft Word, Excel, and learning new systems
Preferred: Retail banking or call center experience
Be part of a community bank that values integrity, teamwork, and great service.
Apply today!
Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service.
This is an onsite position in Waukesha County, WI
Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen.
EOE Disability/Vet
Tellers - Waukesha South region
Waukesha State Bank job in Waukesha, WI
Job Description
Join Our Team of Friendly Faces!
Waukesha State Bank's South Region - including our W. Sunset Drive, E. Racine, and Floating Teller Teams - is looking for enthusiastic Tellers who take pride in providing exceptional customer service. As the
Bank of Friendly Service
, our Tellers do more than process transactions - they build meaningful relationships, deliver accurate and efficient service, and contribute to a positive, team-oriented environment.
If you enjoy connecting with people, value accuracy and teamwork, and want to be part of a community-focused bank where your friendly attitude makes a difference every day, we'd love to have you on our team!
Opportunities available at our W. Sunset Drive, E. Racine, and Floating Teller locations (covering W. Sunset Dr., E. Racine, New Berlin, and Muskego).
Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service.
This is an onsite position in Waukesha County, WI
Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen.
EOE Disability/Vet
Production Operator - $22.14 - 27.61/hr.!
Baldwin, WI job
Production Operator* (Menomonie, WI) Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a diversity of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Production Operator, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
Demonstrating hazard recognition and safe work behaviors to avoid injury to self and others
Following operating procedures and customer specifications to produce quality products that are delivered to customers on time
Contributing to continuous improvement and problem solving to drive growth and increase efficiency
Creating a positive, inclusive work environment that fosters learning and development for all
Driving hand and power trucks
Using a computer and computer controls to run process operations
We offer:
Competitive pay starting at $22.14 to $27.61 per hour plus shift differential
Pay increases throughout the first year of employment
Medical, vision, dental, and life insurance starting on your first day
401k with generous company match
Up to three weeks paid vacation in your first year
Twelve company holidays
On-site physical therapy, employee assistance program, and medical support
On-site fitness center and cafeteria
Opportunities for advancement
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Possess a High School Diploma/GED or higher (completed prior to start).
Must be interested and available to work weekends, overtime, and holidays as scheduled on an 8 to 12-hour fixed shift or rotating shift, depending on shift availability.
This position is located in Menomonie, WI, 54751. Must be able to reliably commute to Menomonie, WI or plan to relocate prior to start.
Applicants meeting the basic qualifications above may be required to take and pass 3M elected testing as a part of the selection process
Additional qualifications that could help you succeed even further in this role include:
Experience working in a manufacturing environment
Basic computer knowledge
Post-high school education
Self-motivated, team-oriented, and excellent interpersonal skills
Work location:
Menomonie, Wisconsin
May include up to 5% domestic
Relocation Assistance: NA
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
The starting rate of pay for this position is $22.14 and $27.61. This targeted compensation range represents a good faith estimate and can vary based on factors including, but not limited to, job-related knowledge, skills, and experience. Other benefits and incentives may apply; pay and benefits overview: . This information is being disclosed in accordance with local Pay Transparency Rules.
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
#INDPROD
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview:
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Maintenance Mechanic Technician
Baldwin, WI job
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a diversity of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Maintenance Mechanic Technician, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
Diagnosing, troubleshooting, repairing, and maintaining mechanical equipment, systems, or processes on slitters, extruders, web systems, conveyors, winders, compressors, and pumps
Machining and fabricating parts
Perform welding, brazing, rigging, and tramming of equipment, and general building repair
Contribute technical recommendations regarding the improvement or optimization of facility equipment and/or process equipment as needed
Complete documentation of work using electronic logbook
Develop and implement maintenance procedures and techniques for a safe, reliable, and efficient operations of assets while supporting business goals and objectives
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Possess an associate degree or higher (completed and verified prior to start) OR be within 6 months of obtaining an associate degree in mechanical maintenance or electro-mechanic field including Mechatronics Specialist and Automation Engineering
Additional qualifications that could help you succeed even further in this role include:
Experience with manufacturing and/or manufacturing technology on web processing equipment
Experience with welding fabrication and machine tool technology
Strong communication and interpersonal skills to interact with a diverse audience
This position may require working any shift as well as working overtime, weekends, or holidays as needed
Work location:
Menomonie, Wisconsin
May include up to 5% domestic
Relocation Assistance: NA
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
#INDPROD
Applicable to US Applicants Only:The starting rate of pay for this position is $36.54, with the potential to reach $38.66 . This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at:
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview:
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Systems & Infrastructure Support Lead
Waukesha, WI job
This is a leadership position responsible for ensuring the health, reliability, and performance of OwnersEdge's internal systems, infrastructure, and IT support functions. While the role does not currently have direct reports, it is structured with the expectation of growing into a team leadership position as the IT function expands. The person in this role is accountable for the full operation of internal technology systems. This includes managing core infrastructure, supporting cloud and on-premise services, serving as a technical escalation point, and coordinating with our managed service provider (MSP). The role is expected to maintain stable and secure systems, lead troubleshooting and maintenance, and contribute to improving the overall reliability and responsiveness of IT services.
Specific Duties and Responsibilities
· Take full ownership of internal systems and infrastructure, including Azure, Microsoft 365, Windows servers, endpoints, backups, and device management
· Monitor system performance and health using infrastructure tools; proactively address issues to avoid downtime or service interruptions
· Serve as the lead escalation point for support tickets beyond Tier 1; troubleshoot and resolve more advanced or systemic technical issues
· Perform patching, software updates, hardware refreshes, and other maintenance tasks across the technology environment
· Maintain backup systems and recovery procedures, including testing of Veeam or similar tools to ensure readiness and restore capabilities
· Manage Microsoft Intune, Active Directory, Group Policy, and endpoint settings for configuration, compliance, and user support
· Ensure systems are documented clearly, including network diagrams, recovery processes, standard operating procedures, and configuration records
· Coordinate with our MSP to ensure shared support responsibilities are being fulfilled and that performance meets expectations
· Contribute to IT infrastructure projects, including planning and implementing system upgrades, migrations, and new service deployments
· Work alongside the IT Operations & Project Manager to support change control, onboarding, ticket triage, and resolution processes
· Collaborate with cybersecurity roles to apply secure configurations and respond to vulnerabilities or threats
· Support new hire onboarding by preparing equipment, accounts, and initial configuration; ensure smooth handoffs and readiness
· Provide internal guidance and set a high standard for support quality, documentation, and operational follow-through
· Look for opportunities to improve systems, tools, and processes; recommend changes based on observed patterns or recurring issues
· Administer and support networked printers and multifunction devices, including installation, configuration, print server settings, user access, and regular maintenance
· Provide Tier 2 support for key third-party software platforms in use across the company (e.g., ERP systems, CRM tools, business applications), including account issues, performance troubleshooting, vendor coordination, and routine updates
Work Location
Waukesha, WI, with occasional travel to Wisconsin and Midwest offices as needed
On-Call Requirements
While not part of a regular on-call rotation, this role may require occasional after-hours availability for emergency support or scheduled maintenance work
Minimum Qualification (Education and Experience)
· Bachelor or associate degree in computer science, Information Systems, or a related field, or equivalent professional experience
· Five or more years of hands-on experience supporting infrastructure environments, including cloud and on-premise systems
· Proficiency with Microsoft 365 administration (Exchange, Teams, SharePoint), Azure AD, Windows Server, and endpoint management
· Experience managing backups and disaster recovery with Veeam or a similar platform
· Ability to troubleshoot and resolve issues involving user devices, servers, printers, permissions, and system availability
· Familiarity with patching tools, endpoint deployment tools, scripting (such as PowerShell), and routine maintenance operations
· Experience working with or alongside an MSP or third-party support provider
· Strong organizational and communication skills; able to manage time and priorities with minimal supervision
Preferred Qualifications
· Microsoft Azure Administrator Associate certification or equivalent credentials
· Familiarity with virtualization platforms such as VMware or Hyper-V
· Experience leading small projects or contributing to larger IT initiatives
· Working knowledge of basic networking, such as DNS, DHCP, VPNs, and firewall access
· ITIL Foundation certification or exposure to formal service management processes
Knowledge, Skills, and Abilities
· Ability to own and follow through on technical responsibilities without daily oversight
· Practical understanding of systems and infrastructure across a mid-sized environment
· Solid problem-solving and diagnostic skills, with attention to detail
· Strong customer service orientation, with patience and professionalism in supporting end users
· Comfortable writing documentation and keeping records of system setups, maintenance steps, and configuration changes
· Able to manage several ongoing responsibilities and shift between support, maintenance, and project work
· Willingness to adapt to change, learn new systems, and help implement improvements across the IT environment
Essential Job Functions
·30% - Monitor, maintain, and troubleshoot internal systems and services
·25% - Perform patching, backups, and other infrastructure maintenance
·15% - Document systems, coordinate with vendors, and improve processes
·15% - Support project implementation and infrastructure changes
·10% - Handle escalated support and communicate with end users
·5% - Identify areas for improvement and stay current with evolving tools
Palantier Lead
Milwaukee, WI job
Must Have Technical/Functional Skills
• Palantir Foundry Developer
• Python, PySpark
Roles & Responsibilities
• Design and implement data pipelines and workflows using Palantir Foundry.
• Develop and maintain operational and analytical applications within the Palantir platform.
• Collaborate with data engineers, analysts, and business stakeholders to understand requirements and deliver scalable solutions.
• Integrate diverse data sources and ensure data quality, consistency, and governance.
• Create user-friendly tools, dashboards, and visualizations to support decision-making.
• Optimize performance and troubleshoot issues in data pipelines and applications.
• Follow best practices for version control, testing, and documentation.
Generic Managerial Skills, If any
• Good in coordination and Communication with internal and external stakeholders
Base Salary Range: $120,000 - $160,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
IT Coordinator
Waukesha, WI job
IT Coordinator
Department: Firm Operations
Reports To: Firm Accounting Director
Status: Full-Time, Non-Exempt
The IT Coordinator is an individual contributor responsible for supporting the firm's technology environment, ensuring reliable system performance, and providing hands-on technical expertise across hardware, software, and business applications. This role blends operational support with strategic planning-helping evaluate technology needs, strengthen IT processes, and contribute to long-term improvements that align with the firm's goals. The IT Coordinator works closely with internal teams, external vendors, and leadership to maintain a secure, efficient, and forward-looking technology infrastructure.
Key Responsibilities
Technical Support & Operations (Primary Focus)
Provide day-to-day technical support for employees, including troubleshooting hardware, software, network, and peripheral issues.
Maintain and monitor servers, workstations, mobile devices, and cloud-based systems.
Oversee account provisioning, system access, and application configurations.
Manage software installs, updates, and license tracking.
Support cybersecurity initiatives, including patching, endpoint protection, MFA, access controls, and monitoring alerts.
Maintain IT asset inventory (hardware and software), including procurement and lifecycle management.
Document IT procedures, troubleshooting steps, and support standards.
Supports training staff on firm software.
Systems Administration
Assist with administration of Microsoft 365, Entra, and other core business systems.
Support data backup processes, retention schedules, and recovery testing.
Monitor network performance; escalate issues to vendors as needed.
Project & Strategic Planning Support
Participate in IT planning discussions to identify opportunities to improve workflows, security, and system performance.
Research emerging technologies, tools, and solutions that support the firm's long-term IT strategy.
Assist in developing technology roadmaps and recommending system upgrades or process improvements.
Support implementation of new technology initiatives, coordinating logistics, user communication, testing, and training.
Provide insights to leadership on IT risks, efficiencies, and optimization opportunities.
Facilitate sharing of best practices efficiencies.
Vendor Management
Work with third-party software vendors and service providers to support system reliability and project execution.
Assist in evaluating vendor performance and researching new technology partners.
Track service tickets.
Qualifications
Education & Experience
Associate or bachelor's degree in information technology, Computer Science, or related field preferred.
5+ years of hands-on IT support experience.
Experience in a professional service or multi-location environment a plus.
Technical Skills
Strong knowledge of Windows OS, Microsoft 365, Azure AD, and network fundamentals.
Familiarity with cybersecurity tools and best practices.
Experience with troubleshooting hardware, software, and cloud-based applications.
Understanding of backup systems, endpoint management, and mobile device management (MDM).
Experience contributing to IT planning, project coordination, or process improvement is preferred.
Core Competencies
Strong problem-solving and diagnostic skills.
Excellent communication skills and the ability to support users at all technical levels.
Ability to manage multiple priorities in a fast-paced environment.
Detail-oriented with strong documentation habits.
Proactive mindset with interest in long-term IT growth and strategy.
Working Conditions
Onsite presence required [insert schedule expectations].
Occasional after-hours support during system updates or outages.
Ability to lift up to 40 lbs. (equipment).
Vice President of Manufacturing Operations, Energy Solutions & Services
Waukesha, WI job
Reporting to the President of Energy Services and Solutions Group, the Vice President of Operations will lead Manufacturing, Continuous Improvement, and Industry 4.0 Initiatives. You will develop and execute short and long-term plans to achieve the key operational objectives and annual profit plan for the business, impacting nearly $4.6B revenue. You will have the opportunity to lead 5 divisions including 15 manufacturing plants cross the US and Mexico with a focus on business growth, technological transformation, and delivering an exceptional customer experience.
Essential Functions:
* Develop and lead initiatives in alignment with the strategic plan and annual profit plan objectives to drive operational performance and financial results.
* Establish objectives and track key performance indicators across the organization. Ensure prompt and accurate reporting systems on all aspects of operations, leveraging EPM and Balanced Score Card.
* Drive the manufacturing strategy for the Group and divisions optimizing capacity utilization through footprint strategy for sites and key manufacturing technologies
* Proactively champion Operations focused on Environmental, Health & Safety (EHS), driving a zero-incident culture.
* Lead and support implementation of the Operating for Growth (O4G) transformation for the Manufacturing/OPEX workstream. Partner cross functionally with transformation teams to support Group sites evolving to cost centers
* Create a culture of exceeding customer expectations, ensuring that the organization is highly responsive to customer needs and issues.
* Continuously improve operations through alignment with the Eaton Business System with a strong focus on driving a Lean Culture, drive technology enablement and I-4.0 strategy, implementation, and execution.
* Drive change through improved organizational capability, ensuring motivation and retention of a high-performance management team and workforce.
* Demonstrate a leadership style that perpetuates the Eaton Leadership Model and the Eaton Code of Ethics.
Qualifications and Experience
* Bachelor's degree required; MBA preferred.
* 15+ years' experience with progressive levels of responsibility in Manufacturing, Supply Chain, OPEX for a global manufacturing leader in a similar scope/scale role.
* Plant manager and multi-site management experience
* Demonstrated success in driving zero incident culture, with employee ownership of EHS.
* Knowledge and experience with multiple ERPs and conversions preferred.
* Proven track record in building high performance teams, leading cross-functionally, developing and retaining employees, and driving organizational change.
* Knowledge of current technologies in manufacturing (assembly and fabrication), engineering, materials management/inventory control, distribution and logistics, purchasing, quality assurance systems processes and practices.
* Strong financial and business acumen; prior profit and loss responsibility required.
* Track record of successful leadership, performance results, organizational development, and operational improvement.
The expected annual salary range for this role is $236,997.00 - $ 347,595.60 a year. This position is also eligible for a variable compensation compenent.
Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.
The application window for this position is anticipated to close on 8/13/2026.
We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws.
You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.
To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number.
We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Retirement Plan Advisor
Milwaukee, WI job
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
This Retirement Plan Advisor will work with public employees in Wisconsin, primarily Eastern and Central WI, and must be able to travel within the region as necessary.
What you will do
Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
Manage meeting schedule, including travel booking
Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
Achieve plan level and individual goals to help achieve service level agreements and business results
Participate in client meetings, sales finals, or other external meetings as needed
Work collaboratively across internal service and management teams to improve effectiveness
What you will bring
Bachelor's degree or equivalent work experience in lieu of a degree
3 - 5 years relevant financial services experience
Strong presentation skills required
Proficiency in MS Word, Excel, PowerPoint, and Teams required
Strategic thinker who can work independently required
Strong relationship building and territory management skills required
FINRA Series 6, 63, 65 registrations required within established timeline; current FINRA registrations strongly preferred
FINRA fingerprinting required upon hire
What will set you apart
Working knowledge of Salesforce preferred
Working knowledge of building blocks for successful retirement planning preferred
Basic understanding of defined contribution plans preferred
Practical experience providing high-level, consultative client interactions preferred
#PJRPA
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$70,800.00 - $99,975.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
12-20-2025
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Workplace Flexibility: Remote - Must reside within territory
Office Manager
Sturgeon Bay, WI job
Join our team in the heart of Door County and help facilitate amazing experiences for our guests! As the Office Manager at our beautiful seasonal campground, you'll be a key player in keeping everything running smoothly. You'll lead daily office operations, support the Property Manager, and make sure every visitor leaves with great memories and plans to return.
Key Responsibilities:
· Oversee all front office operations, ensuring efficient daily workflows and exceptional guest service.
· Act as the primary point of contact for daily and seasonal campers-responding to inquiries, taking reservations, and resolving issues promptly both in-person and over the phone.
· Support the Property Manager with administrative duties such as scheduling, reporting, and ensuring corporate compliance.
· Handle financial tasks, including processing payments, deposits, and regular cash handling and balancing.
· Maintain organized records and seasonal camper files, keeping documents current and compliant with corporate and campground policies.
· Assist with seasonal site sales by contacting leads, managing waitlists, and coordinating with prospective campers.
· Communicate and coordinate with vendors, contractors, and service providers to ensure timely delivery of goods and services.
· Collaborate closely with the Park Manager to address guest feedback, identify process improvements, and deliver outstanding campground experiences.
· Maintain a welcoming office environment that reflects our values of hospitality, efficiency, and professionalism.
What We're Looking For:
· High school diploma or GED required, additional education in business, hospitality, or recreation management a plus.
· At least 1-2 years of experience in customer service, administrative support, or hospitality.
· Strong communication and interpersonal skills with a friendly, professional demeanor.
· Excellent organization, time management, and attention to detail.
· Proficiency with computers, reservation systems, and office software (training provided).
· Ability to multitask in a fast-paced, guest-focused environment.
· A team-oriented spirit and a genuine love for camping are a plus!
Why You'll Love It Here:
· Be part of a close-knit, upbeat seasonal team that values community and customer satisfaction.
· Enjoy working in one of Wisconsin's most scenic summer destinations.
· Gain valuable experience in both hospitality management and administrative.
Deposit Operations Specialist
Union Grove, WI job
Job Description
Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth.
At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve.
We are currently looking for a full time Deposit Operations Specialist. They are cross trained in all duties within the department to provide adequate coverage. Assisting not only customers, but other bank employees is required and must be done with a high level of customer service etiquette. Having the ability to detect suspicious or unusual behavior in transactions is essential for this role.
Essential Duties and Responsibilities:
Process incoming/outgoing wires
Answer internal/external phone calls
Review account maintenance paperwork for accuracy
Assist department members with duties when needed
Decision Non-posts/Overdrafts/Returned Deposit Items
Process debit card/ATM disputes
Attend to ACH origination needs
Process ACH returns/NOCs
Assist with Positive Pay procedures
Create, maintain, and troubleshoot Business online banking
Troubleshoot problems for customers and branches
Safe deposit box account maintenance/audits
Identify and return Fraudulent items
Process levies, subpoenas, and garnishments
Respond to account verification requests
Attend webinars and trainings that pertain to responsibilities/duties
Any other duties assigned
Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and accurately. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education: High school diploma or equivalent GED. At least 3-5 years of banking experience or fraud prevention experience is recommended.
Responsibility and Decision-Making: Recognize any suspicious behavior and have the ability to make decisions on when to consult higher management on any transactions.
Work Environment: Fast paced
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jSmMTKlDNT
Director - Revenue Customers
Madison, WI job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. The American Express Global Commercial Services (GCS) business unit is the global leader in providing payments solutions for Small, Medium and Large businesses. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.
If you are ready for more than just a job, are not afraid of embracing challenges and setting and exceeding big goals, American Express invites you to share your resume to be considered for future opportunities on our newly created Enterprise Sales team.
The Director of Enterprise Sales (Revenue Customers) will be responsible for expanding and cross-selling existing revenue managed customers across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.
**Key responsibilities include:**
+ Expand and Cross-Sell from existing revenue managed clients with annual revenue of $1B in primary and secondary markets
+ Partner with sales leaders across various sales and account management segments to implement multi-market payment solutions
+ Lead strategic selling in alignment with compliance and internal partner business requirements
+ Develop and execute a growth strategy, adapting plans and priorities to address resource/operational requirements
+ Achieve Sales CV Targets
+ Execute a transactional sales cycle
+ Sell core and supplier payments American Express solutions
+ Spend significant time identifying opportunities, ensuring set-up/ card issuing, and managing expansion signings through the first 19 months of Booked Charge Volume
**Minimum Qualifications:**
+ Advanced analytical skills to bring concepts to life through data
+ Proven track record in Fintech and/or B2B sales negotiations, leadership and closing skills with Fortune 1000 companies
+ Hunter mentality
+ Proven track record in sales negotiations, leadership and closing skills with Fortune 1000 companies
+ Strong understanding of complexities, nuances, and opportunities in payments industry across a variety of global markets
+ Thorough knowledge of successful consultative selling techniques within Procurement, Treasury and Finance related to supply payments
+ Extensive experience with complex sales planning and execution
+ Strong financial acumen
+ Leverages lead sources to identify opportunities and proactively schedule warm account review appointments with prospects
+ Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/ or services
+ Exceptional thought leadership, strategic thinking skills and project management aptitude
+ Outstanding presentation and negotiation skills and ability to interface and influence at the most senior levels
+ Strong collaboration and leadership skills
+ Ability to travel as required
+ Bachelor's Degree required; MBA preferred
+ Must be able to work in a virtual environment
**Qualifications**
Salary Range: $132,750.00 to $243,500.00 annually sales incentive equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25021838
Internship - PWM Investment Solutions Support (Year-Round)
Milwaukee, WI job
About the Role: The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Solutions Support team is responsible for partnering with financial advisors, branch associates, portfolio managers, and other key partners seeking general information on the solutions available. They also work with various areas of the firm to develop guidelines, tools, and best practices in support of the business. As an intern, you'll learn about investment offerings that we provide to our financial advisors and understand how they use our solutions for clients' investment needs.
This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May 2026.
The Impact You'll Make:
Support and maintain applications used for Managed Product offerings (e.g,. Envestnet)
Collaborate with Investment Solutions Associates to define, evaluate, and deliver actionable data for field use
Assess book of business efficiencies to assist field consultants in preparing for branch office visits
Maintain and update content on the firm's intranet site (BairdWeb), ensuring accuracy and relevance
Perform additional duties and assist with ad hoc projects as assigned
What You'll Bring to Baird:
Pursuing a bachelor's degree in finance, economics, business or related degree preferred
Anticipated graduation date of May 2027 or later
Strong written and verbal communication skills
Ability to work in a team environment and manage priorities to meet specific deadlines
Exceptional organizational and time management skills with a high attention to detail
Strong client service critical thinking and troubleshooting skills
About Our Intern Program:
Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future.
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplyProduction Operator* (Menomonie, WI)
Spring Valley, WI job
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a diversity of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Production Operator, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
Demonstrating hazard recognition and safe work behaviors to avoid injury to self and others
Following operating procedures and customer specifications to produce quality products that are delivered to customers on time
Contributing to continuous improvement and problem solving to drive growth and increase efficiency
Creating a positive, inclusive work environment that fosters learning and development for all
Driving hand and power trucks
Using a computer and computer controls to run process operations
We offer:
Competitive pay starting at $22.14 to $27.61 per hour plus shift differential
Pay increases throughout the first year of employment
Medical, vision, dental, and life insurance starting on your first day
401k with generous company match
Up to three weeks paid vacation in your first year
Twelve company holidays
On-site physical therapy, employee assistance program, and medical support
On-site fitness center and cafeteria
Opportunities for advancement
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Possess a High School Diploma/GED or higher (completed prior to start).
Must be interested and available to work weekends, overtime, and holidays as scheduled on an 8 to 12-hour fixed shift or rotating shift, depending on shift availability.
This position is located in Menomonie, WI, 54751. Must be able to reliably commute to Menomonie, WI or plan to relocate prior to start.
Applicants meeting the basic qualifications above may be required to take and pass 3M elected testing as a part of the selection process
Additional qualifications that could help you succeed even further in this role include:
Experience working in a manufacturing environment
Basic computer knowledge
Post-high school education
Self-motivated, team-oriented, and excellent interpersonal skills
Work location:
Menomonie, Wisconsin
May include up to 5% domestic
Relocation Assistance: NA
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
The starting rate of pay for this position is $22.14 and $27.61. This targeted compensation range represents a good faith estimate and can vary based on factors including, but not limited to, job-related knowledge, skills, and experience. Other benefits and incentives may apply; pay and benefits overview: . This information is being disclosed in accordance with local Pay Transparency Rules.
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
#INDPROD
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview:
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Maintenance Mechanic Technician
Spring Valley, WI job
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a diversity of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Maintenance Mechanic Technician, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
Diagnosing, troubleshooting, repairing, and maintaining mechanical equipment, systems, or processes on slitters, extruders, web systems, conveyors, winders, compressors, and pumps
Machining and fabricating parts
Perform welding, brazing, rigging, and tramming of equipment, and general building repair
Contribute technical recommendations regarding the improvement or optimization of facility equipment and/or process equipment as needed
Complete documentation of work using electronic logbook
Develop and implement maintenance procedures and techniques for a safe, reliable, and efficient operations of assets while supporting business goals and objectives
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Possess an associate degree or higher (completed and verified prior to start) OR be within 6 months of obtaining an associate degree in mechanical maintenance or electro-mechanic field including Mechatronics Specialist and Automation Engineering
Additional qualifications that could help you succeed even further in this role include:
Experience with manufacturing and/or manufacturing technology on web processing equipment
Experience with welding fabrication and machine tool technology
Strong communication and interpersonal skills to interact with a diverse audience
This position may require working any shift as well as working overtime, weekends, or holidays as needed
Work location:
Menomonie, Wisconsin
May include up to 5% domestic
Relocation Assistance: NA
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
#INDPROD
Applicable to US Applicants Only:The starting rate of pay for this position is $36.54, with the potential to reach $38.66 . This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at:
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview:
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Loan Compliance Specialist II
Waukesha State Bank job in Waukesha, WI
Job Description
Join Waukesha State Bank as a Loan Compliance Specialist II and make a meaningful impact on our loan risk management framework. In this role, you'll support our Risk & Compliance Team by completing essential daily, weekly, and monthly compliance tasks while working closely with the Bank's Risk Officer and Loan Compliance Officer. With hands-on exposure to regulatory requirements across the banking industry-including Truth-in-Lending, RESPA, ECOA, HMDA, CRA, and more-this position offers an exceptional opportunity to deepen your expertise and grow your compliance career in a collaborative, community-focused environment.
As a Loan Compliance Specialist II, you'll implement and oversee company-wide compliance monitoring, conduct transactional testing, prepare regulatory reports for senior leadership, and partner with departments across the bank to address and resolve compliance concerns. You'll also maintain key documentation for HMDA, CRA, SAFE Act requirements, and the Bank's approved appraiser list while assisting with ongoing process improvements. Ideal candidates bring at least 3 years of loan compliance experience, along with a bachelor's degree in finance, business, or a related field. If you're eager to expand your skill set while supporting strong, responsible lending practices, we invite you to apply!
***
Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service.
This is an onsite position in Waukesha County, WI
Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen.
EOE Disability/Vet
Treasury Management Alst
Milwaukee, WI job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Treasury Management Analyst (TMA) role that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team).
Key Accountabilities
Partner with assigned TM Consultants in all aspects of the sales process
Proficiency in knowledge of all TM solutions and their benefits to our clients
Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process.
Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas.
Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends.
Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities.
Will serve as quality control of current client charges to identify and resolve revenue leakage.
Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc.
Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy
Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external)
Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually.
Work jointly with cross-functional team and assist in overall solution development and value proposition.
Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations.
Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
Ensure complete client satisfaction through proactive partnership and providing timely responses to requests.
Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests.
Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions)
Periodic travel required for training, internal and external sales meetings.
Other duties as requested.
Key Competencies for Position
Compelling Communication - Openly and effectively communicates with others:
Effectively and transparently shares information and ideas with others
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain
Unites others towards common goal
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction
Develops Talent - Strengthen your abilities for today and beyond:
You Own You - you own your development and career
Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior
Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs
Continuously develops self for current and future roles
Makes Decisions & Solves Problems - Seeks deeper understanding and acts:
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency
Collaborates and seeks to understand the root causes of problems
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time
Takes action that is consistent with available facts, constraints and probable consequence
Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience:
Passionately serves internal/external clients with excellence
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value
Qualifications and Education Requirements
BS/BA degree in Business/Finance or equivalent education & experience
Comprehensive knowledge of Treasury Management products and services
An understanding of the TM sales process; sales, implementation & service functions
Ability to work under minimal supervision, and work well under pressure.
Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks.
Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally.
Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles.
Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems
Demonstrated willingness to learn, implement feedback, and take action.
Ability to develop strong working relationships with clients and associates.
Demonstrated client service experience required (phone and face-to-face)
Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment.
Preferred Qualifications:
Certified Treasury Professional Designation (CTP)
Accredited ACH Professional Designation (AAP)
2-5 year's banking experience
1 year TM Operations, Training, and/or Implementation Experience
2 years sales experience; interest in consultant career path
Ability to interpret and analyze Financial Statements
Salary Range
The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Traveling to and presenting/actively engaging at client sites
Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking)
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyMortgage Loan Processor
Beloit, WI job
Key Responsibilities
Review mortgage loan applications submitted through Blend and entered into Byte Loan Origination System (LOS) for accuracy and completeness.
Verify borrower information, including income, assets, employment, liabilities, and credit reports, ensuring proper documentation is obtained.
Order and review appraisals, title work, flood certifications, verifications of employment/assets, and other third-party services.
Prepare and deliver required loan disclosures and ensure compliance with federal and state lending regulations, including TRID.
Communicate clearly and proactively with members, loan officers, real estate agents, and closing agents throughout the loan process.
Work closely with underwriters to resolve conditions and provide requested documentation in a timely manner.
Maintain detailed and accurate records in Byte LOS and ensure loans meet internal and investor guidelines prior to closing.
Monitor pipeline to meet processing turn-time goals and credit union service standards.
Support members by providing guidance on documentation requirements and ensuring a smooth and positive mortgage experience.
Availability to attend special off site sales events and credit union functions, as needed.
Requirements
High school diploma or equivalent required; associate or bachelor's degree in business, finance, or related field preferred.
Minimum 2 years of mortgage processing or lending experience in a financial institution or mortgage company.
Proficiency with mortgage loan origination systems; experience with Byte and Blend strongly preferred.
Strong knowledge of mortgage products, TRID, RESPA, HMDA, and other applicable regulations.
Excellent organizational skills and attention to detail.
Strong communication skills with the ability to explain complex information in a clear and member-friendly manner.
Ability to manage multiple files simultaneously while meeting strict deadlines.
Team-oriented with a commitment to providing outstanding member service.
Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.
Working Conditions:
Normal office working conditions with the absence of disagreeable elements.
Note
: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Salary Description $20-$24 per hour
Commercial Banking Spec II
Milwaukee, WI job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Job Summary
The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients.
The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
Salary Range
The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Assists with Loan Process
Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing.
Reviews and manages open applications in LOS for assigned RMs.
During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
Coordinates loan closings and attends loan closings to perform Notary services if necessary
Submits closed loan packet to Loan Fulfillment for funding and booking.
Assists with Depository Process
Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
Assists with Sales Support and Administrative Needs
Conducts research and organizes outreach for business development activities.
Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
Understands and complies with all applicable compliance rules and regulations.
Assists with Portfolio and Credit Administration
Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
Tracks upcoming loan maturities and contacts clients to request financial information as needed.
Assists in clearing past due financials, post-closing exceptions, and trailing documents.
Key Competencies for Position
Compelling Communication - Openly and effectively communicates with others.
Effectively and transparently shares information and ideas with others.
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
Unites others towards common goal.
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
Collaborates and seeks to understands the root causes of problems.
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence.
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Promotes Change - Seeks to understand and embrace change.
Actively seeks, information to understand the rationale, implications and impact for changes.
Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change.
Willing to act quickly, learn and adjust as needed.
Identifies and recommends changes to leadership to improve performance.
Qualifications and Education Requirements
Associate degree in administrative services/business or equivalent experience required.
Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
Strong working knowledge of Microsoft Word and Excel.
Focus on providing excellent service to RMs, Clients and Bank Partners.
Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
Ability to communicate with clients and key decision makers effectively and independently.
Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.
Appropriate attention to detail and organizational skills.
Able to adapt and manage changing priorities and deadlines.
Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Key Measures of Success/Key Deliverables
· High level of service to RMs and external clients.
· Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
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Auto-ApplySales and Marketing Director
Madison, WI job
MISSION STATEMENT We are Called to serve a thriving community of seniors that live with dignity, connection and purpose. CORE VALUES Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values: * Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
* Faith: We have a commitment to remain true to the vision and mission of Oakwood.
* Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
* Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers.
* Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.
ESSENTIAL RESPONSIBILITIES (including but not limited to) for the Sales and Marketing Director:
Sales Leadership & Census Management
* Drive occupancy and census growth across Independent Living, Assisted Living, and Memory care.
* Oversee, coach, and support a five-person sales team responsible for managing the full sales pipeline-from inquiry to waitlist to closing.
* Serve as a working manager, actively participating in sales efforts and providing backup coverage for counselors as needed.
* Monitor and analyze sales metrics, forecasting, and conversion rates, adjusting strategies to ensure targets are met.
* Oversee and participate in the management of the community waitlist, ensuring timely communication and accurate tracking.
* Act as the first point of contact for contract-related questions from prospective residents, current residents, and staff members, ensuring clarity, consistency, and compliance with organizational standards.
* Support major sales initiatives, including the lease-up of new builds.
Marketing & Outreach
* Oversee execution of social media, event promotion, and on-the-ground marketing activities.
* Partner with the CMO on advertising, campaigns, content development, and reporting.
* Gather sales team insights to inform messaging and marketing initiatives.
* Represent the organization at community events, outreach activities, and networking opportunities.
Collaboration & Leadership
* Partner closely with the CMO and other campus leaders to align census strategies with organizational goals.
* Ensure consistency in communication and brand standards across marketing channels.
* Contribute to a culture of hospitality, teamwork, and mission-driven service.
ESSENTIAL QUALIFICATIONS
* Demonstrated ability to meet or exceed occupancy/census goals.
* Strong working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
* Proficiency with marketing tools such as CRM systems, Social media platforms and Analytics tools,
* Working knowledge of Email marketing platforms, Basic design tools
* Excellent communication, presentation, and relationship-building skills.
* Strong organizational and analytical abilities.
* Ability to balance strategic leadership with hands-on execution in a lean environment.
EXPERIENCE, EDUCATION, AND/OR TRAINING for the Sales and Marketing Director
* Bachelor's degree in Marketing, Communications, Business, or related field (or equivalent experience).
* 5+ years of experience in sales leadership, preferably in senior living, Real Estate, or other related service industry.