Job Archives

Full Time
Neenah
Posted 2 days ago
Legacy Private Trust Company, based in Neenah, Wisconsin, is a boutique trust and wealth management firm with over $2.2 billion in assets under management. The firm offers personalized services through a team of experts, including Chartered Financial Analysts®, CERTIFIED FINANCIAL PLANNERS®, attorneys, and tax specialists. Legacy serves clients across Wisconsin and the U.S. from offices in Neenah, Oconomowoc, Madison, and Wausau. We are seeking a VP, Trust Investment Officer to manage and develop mid to high-level investment and trust relationships. This role involves advising clients on financial planning, designing and implementing investment strategies, managing portfolios, and ensuring regulatory compliance. The position also includes business development, client prospecting, and representing Legacy at networking events. The ideal candidate will have a strong understanding of financial markets, asset allocation, and investment vehicles, with exceptional interpersonal and analytical skills. Responsibilities include managing accounts, advising clients on financial needs, and preparing investment performance reports. Legacy offers a supportive, growth-oriented workplace where individual contributions are recognized. We prioritize continuous learning and invest in our employees to deliver superior client service. Interested candidates are encouraged to apply online: www.lptrust.com/careers

Legacy Private Trust Company, based in Neenah, Wisconsin, is a boutique trust and wealth management firm with over $2.2 billion in assets under management. The firm offers personalized services throug...

Full Time
Wisconsin Rapids
Posted 2 weeks ago
PCSBank is a local depositor-owned financial institution that has been serving the community since 1923. Our mission is to deliver the highest quality service, fair returns for depositors, and unwavering support for the people and businesses that make our communities strong. As a mutual savings association, owned by our depositors, our executives can focus on serving our customers, employees and communities rather than shareholders. This distinction allows us to align our vision and mission closely with our customers because our customers are our owners. Serving three local communities, Paper City Savings is seeking a new President/CEO to succeed the bank’s current President/CEO and lead our bank into the future. The current President/CEO will continue to work for a period of time with the incoming President/CEO to ensure a smooth leadership transition. The new candidate would initially report to the current President/CEO for a transitional period before reporting to The Board of Directors and would be responsible for strategic leadership of the Senior Management team leading the bank in a positive community-oriented growth. Duties Include: - Leads the bank’s values, culture, and strategic direction as acting as the primary representative of the bank in the community we serve - Oversee the development of the bank’s strategic plan to ensure financial growth in bank loans and deposit services - Lead the executive management team in decision making of the operational procedures, policies, and standards to ensure efficiency - Deliver outstanding service in alignment with the Bank’s mission: Develop Relationships, Determine Needs, and Deliver Solutions. - Proactively build relationships with customers and businesses - Initiate the implementation of new financial products and services to continuously improve and grow - Project a professional image and maintain confidentiality with all customers and critical data Knowledge and Skills: - Bachelor’s Degree or equivalent combination of education and experience in Business, Finance, Accounting, or related field. - 10+ years of banking and management experience (executive leadership preferred) - Demonstrable track record of success developing and leading initiatives resulting in asset growth, profitability, and improved customer experience. - Graduate School of Banking graduate preferred - Must have demonstrated PC proficiency, including knowledge of Microsoft Excel and Word - Excellent communication skills (verbal and written) - Financial management and strategic planning experience We Are the Perfect Fit If You: - Have the ability and desire to go above and beyond for our customers, employees and community. - Believe in integrity and building success by developing relationships; having good communication/listening skills to determine customer, employee and community needs; and deliver financial solutions that are best for our stakeholders. - Independent and motivated self-starter who can lead the entire team to carry on our reputation and growth in the communities we serve Benefits: - Competitive salaries with professional development and advancement opportunities - Retirement benefits with 401(k) employer contribution - Comprehensive medical and dental insurance - Employee discount on loans - Basic Life Insurance and Long-Term Disability Insurance - Paid Time Off, Reserve Sick Days & Paid Holidays - Bonus based on performance/goals met Email  Emma Krings at ekrings@pcs.bank for inquiries.

PCSBank is a local depositor-owned financial institution that has been serving the community since 1923. Our mission is to deliver the highest quality service, fair returns for depositors, and unwaver...

Full Time
Baraboo
Posted 2 months ago
Baraboo State Bank is seeking a Senior Mortgage Underwriter with at least four years of mortgage underwriting experience to join our team. In this vital role, you’ll assess loans, ensure compliance, and work collaboratively with colleagues to streamline the mortgage process. We’re looking for a detail-oriented professional with technical expertise who’s ready to make an impact. This full-time position offers competitive pay, a comprehensive benefits package, and the chance to thrive at a historic, community-focused organization. Ready to build dreams and lead with expertise? Apply today at hr@baraboobank.com or on Indeed.com. Your experience matters—join us now!

Baraboo State Bank is seeking a Senior Mortgage Underwriter with at least four years of mortgage underwriting experience to join our team. In this vital role, you’ll assess loans, ensure compliance,...