Promotions & New Hires
The Fortifi Bank board of directors has unanimously voted to appoint Gregory Lundberg (pictured below) as their CEO in addition to his current role as president.
Oak Bank is pleased to welcome Stacey Gibson (pictured below) to the team as director of first impressions.
Fond du Lac
National Exchange Bank & Trust President and Chief Operating Officer Jim Chatterton has announced numerous promotions. Stephanie Harter (pictured below, top left) has been promoted to operations officer, Lisa Benike (pictured below, top right) has been promoted to vice president of account services, Betty Benedict (pictured below, second row, left) has been promoted to mortgage loan officer, Maeghan Greeno (pictured below, second row, right) has been promoted to commercial loan officer, Megan Schueller (pictured below, bottom left) has been promoted to lending project officer, and Julie Stigler (pictured below, bottom right) has been promoted to eBanking business officer.
Prairie Trust, a division of Waukesha State Bank, is pleased to announce the promotions of Thomas Kieffer (pictured below, top) to vice president – senior trust administrator, Matthew Woyak (pictured below, middle) to trust officer – real estate administrator, and Autumn Bartlett (pictured below, bottom) to personal trust assistant.
Fond du Lac
Jerry O’Connor (pictured below) retired from National Exchange Bank & Trust in Waupun on June 30, after 22 years of service. O’Connor was the Market President for the Waupun area. His banking career focused on leadership as he is the former chair of the Community Bankers of Wisconsin, former co-chair of the Board of Wisconsin Bankers Association, was a Chief Credit Officer, and was the President of NBW Bank at the time it was acquired by National Exchange Bank in 2019. O’Conner is originally from Lone Rock, Wis. where he attended Madison West High School. After high school, he earned his bachelor’s degree from Minnesota Bible College. O’Connor then went on to attend the UW Graduate School of Banking. Currently, he resides in Fond du Lac with his wife, Luanne. He is an active member of the community as part of the Rotary Club, City and County Economic Development Boards, Waupun Christmas Club, and the 4-H Horse Club.
Bank of Wisconsin Dells announced the retirement of senior vice president (SVP) and chief lending officer Paul Schaller (pictured below), for July 10, 2020. Schaller joined the Bank of Wisconsin Dells in 2008 with over 25 years of prior lending experience in the South Central Wisconsin market. “We appreciate the leadership and energy Paul has brought to the bank. His devotion to our team has been instrumental in the growth and success of our bank,” says bank president Scott Rockwell. “We will certainly miss Paul as a part of our team, but wish him and his family the very best throughout his retirement years.” In reflecting on his time with the bank, Paul had this to say: “I want to thank all my customers and business associates for making my time at the Bank of Wisconsin Dells so enjoyable. As a stockholder of the bank, I will enjoy watching the continued success and the commitment from all the employees to serve our communities well. Thank you to all those who have made my career fun. Again, especially my customers!”
Bankers’ Bank is excited to welcome Paul Hoffmann, president and CEO of Monona Bank, and Marvin S. Veatch, president and CEO of Jackson County Bank, to their Board of Directors. Hoffmann and Veatch replace two members who had completed their terms on the board at the end of 2019.
Community State Bank “Flips the Switch” with Convergence Energy to Implement Solar Energy Project
Community State Bank, a $465 million locally owned and operated community bank headquartered in Union Grove, recently converted their Burlington location to solar energy. Over 60 solar panels were developed and installed by Convergence Energy located in Lake Geneva, Wis. “In approximately five to six years of recoup time our Burlington office will save about $32,000 per year in energy costs,” said bank chief financial officer Peter Schumacher. “It’s a significant investment that will save us a substantial amount of money. In addition, we’re investing in our community. It truly is a win-win.”
Peoples State Bank Donates $30,000 to Seven Non-profits in Wisconsin
Peoples State Bank, Wausau, has raised $30,000 to support seven nonprofit agencies throughout Wisconsin as they work to meet the needs of our community resulting from the impact of COVID-19. More than 75% of Peoples State Bank’s employees donated an hour or more of their pay to contribute $4,690 of the total. In addition to the employee funds, Peoples State Bank matched $5,310. Those funds, along with a $20,000 grant from the Federal Home Loan Bank of Chicago’s COVID-19 Relief Program, reached $30,000 of total support. The funds will be split between seven agencies in central, northern, and southeastern Wisconsin, where Peoples has bank locations.
Bank of Wisconsin Dells Awards Scholarship
Bank of Wisconsin Dells recently awarded its 2020 Educational Scholarship to Wisconsin Dells High School Valedictorian, Paul (Pablito) Schulz Jr. Schulz is the first Educational Scholarship recipient to receive a total of $10,000 toward his first two years of college. In previous years, the bank awarded the Wisconsin Dells High School Valedictorian with a $5,000 scholarship toward their first year of college. The Bank of Wisconsin Dells Educational Scholarship is given out in perpetuity through an endowment scholarship program with the Wisconsin Dells Education Foundation. Pictured: Bank president, Scott Rockwell, presents 2020 Educational Scholarship to Schulz.
Investors Community Bank Summer Interns Gain Valuable Work Experience
Six students are gaining valuable career experiences through internships at Investors Community Bank (ICB) this summer. Through the internship experience, students are able to evaluate whether a career in banking is a good fit with their field of study. During their time with ICB, the students are exposed to numerous customers, employees, processes, and procedures, though many of those experiences are being done virtually this year due to the COVID-19 pandemic. ICB’s 2020 interns include: Curtiss Dokey, accounting intern; Kelleen Foote, marketing intern; Emily Garber, information technology intern; Laura Lee, human resources intern; Tyler Schmidt, ag credit analyst intern; and Celeste Zautcke, business credit analyst intern.
Fond du Lac
National Exchange Bank & Trust is pleased to announce the recipients of the National Exchange Bank 2020 scholarships offered to the children of its employees. Students were judged on financial need, academic achievement, school involvement, work experience, community and volunteer involvement and a personal statement. The scholarships, in partnership with the Fond du Lac Area Foundation, are available to educate youth and provide financial support to the sons and daughters of active National Exchange Bank & Trust (NEBAT) employees. Renewable scholarships are available for $3,000 per year for a baccalaureate degree and $2,000 per year for a technical college degree. This year’s recipients are:
Emma Brantmeier (pictured below, top left), Sadhvika Chitoor (pictured below, top right), Caitlyn Pautsch (pictured below, second row, left), Rebekah Veldhorst (pictured below, second row, right), Kristi Vollmer (pictured below, bottom left), and Haley Wagner (pictured below, bottom right).
Investors Community Bank (ICB) recently awarded $3,000 college scholarships to two students who are planning careers in the field of business and agriculture. The recipients are Olivia Asare (pictured below, left), a 2020 graduate of Appleton North High School who will be attending UW-Madison this fall, majoring in marketing and sales with a minor in Spanish; and Madeline Zutz (pictured below, right), a 2017 graduate of Valders High School and 2020 graduate of University of Minnesota – Twin Cities, Zutz will continue her education this fall at UW-Madison School of Veterinary Medicine to pursue her Doctor of Veterinary Medicine degree.
Daniel Mael, LPL financial advisor/certified public accountant (CPA) with BWD Wealth Management at Bank of Wisconsin Dells, recently earned his Certified Financial Planner™ (CFP®) certification.