Archive for: Full Time

Loan Servicer

Bank of Wisconsin Dells is seeking a full-time loan servicer to join our loan operations team. If you enjoy a combination of customer service and record maintenance, this may be the role for you. Those with experience in assuring accuracy, detecting errors, and who have the capability to follow through on corrections and details are likely to be successful in this department. Skills typically used in an office environment are required for this role: computer and communication skills, the utilization of office equipment, and proficient use of Microsoft Office products. Our loan servicers are responsible for:

  • Administrative Support: insurance tracking, maintaining loan records and files, and distributing mail
  • Loan Servicing: Processing paid notes and balancing loan accounts
  • Customer Service: accepting and accurately processing payments, and answering phone calls

We want to build long-term careers and relationships. To facilitate that, we offer generous pay and benefits, and room for career development. A competitive wage is offered, based on skills and qualifications. Our benefits include medical, dental, vision, 401(k) match, paid holidays, and PTO. We’d love to have you join our BWD Team!

Bank of Wisconsin Dells is an Equal Opportunity Employer.

YOU MUST APPLY THROUGH OUR ONLINE PORTAL TO BE CONSIDERED.

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Accounting Assistant

The Wisconsin Bankers Association (WBA) is seeking an enthusiastic, detail-minded accounting assistant to join our team. This person will process and maintain accounts payable and receivable, perform all cash receipt functions, prepare sales tax reports, provide administrative support to the accounting team, and will be essential in working with independent auditors on an annual basis. This person will also be a team player that will assist other departments with administrative duties as needed. This position works in-office, M–F, with the possibility of Friday being remote.

Qualifications:

This person is required to have:

  • Associates Degree in Accounting or higher
  • Minimum 3 years of accounting experience
  • Knowledge of accounting principles and procedures
  • Demonstrated knowledge of accounting software
  • Basic to intermediate knowledge of Microsoft Excel
  • Keen eye for details
  • Ability to multi-task and maintain focus
  • Strong work ethic
  • Ability to interact professionally with staff, Board members, bankers, and vendors
  • Ability to handle sensitive information in a confidential manner
  • Willingness to work independently but also in a team environment
  • Ability to problem solve
  • Good judgement, strong organizational and communication skills

In addition, the ideal candidate would have:

  • Non-profit association experience
  • Knowledge of Traverse accounting software

To apply: Interested persons should submit a current resume and cover letter explaining his or her qualifications to Vice President of Finance & Administration (applications@wisbank.com) by Tuesday, March 28, 2023. A copy of the job description is available upon request.

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Chief Lending Officer (CLO)

Saqqara is seeking an experienced and strategic Chief Lending Officer (CLO) to join our banking organization. The CLO will play a critical role in leading the lending activities of the bank, ensuring that all lending practices are consistent with the bank’s risk appetite and business objectives.

About Saqqara:

Saqqara is a SMB banking and lending that was created because we believe that small businesses are the backbone of the economy. We’re committed to creating a financial institution that is responsive to the needs of our customers and dedicated to helping them succeed. We believe that by providing them with the tools they need to grow, they can contribute to the economy, create jobs, and drive innovation.

Key Responsibilities:

  • Develop and implement the bank’s lending strategy, ensuring alignment with the overall business strategy.
  • Oversee the loan origination and underwriting processes, ensuring that all loans are made in a responsible and effective manner.
  • Manage the loan portfolio, ensuring that loan quality is maintained and that risk is appropriately managed.
  • Foster relationships with key borrowers, both individual and commercial.
  • Ensure compliance with regulatory requirements and industry best practices.
  • Provide leadership and direction to the lending team, encouraging professional growth and development.
  • Stay up-to-date with industry trends and developments in lending practices.

Qualifications:

  • Bachelor’s degree in finance, economics, or a related field.
  • A minimum of 10 years of experience in lending, with at least 5 years in a leadership role.
  • Must be comfortable working in a startup environment.
  • Strong understanding of lending principles and practices.
  • Excellent communication and leadership skills.
  • Ability to think critically and make informed decisions.
  • Strong analytical and problem-solving skills.

If you are a lending professional with a passion for leading and developing a world-class lending function, we encourage you to apply for this exciting opportunity.

Interested in applying? Send your resume and cover letter to Mike Koerner at mike@saqqara.com.

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Chief Financial Officer (CFO)

Saqqara is seeking an experienced and strategic Chief Financial Officer (CFO) to join our team. The CFO will play a critical role in providing financial guidance to senior management and the board of directors, while also overseeing all financial operations of the company.

About Saqqara:

Saqqara is a SMB banking and lending startup that was created because we believe that small businesses are the backbone of the economy. We’re committed to creating a financial institution that is responsive to the needs of our customers and dedicated to helping them succeed. We believe that by providing them with the tools they need to grow, they can contribute to the economy, create jobs, and drive innovation.

Key Responsibilities:

  • Develop and implement the bank’s financial strategy, ensuring alignment with the overall business strategy.
  • Foster relationships with external stakeholders, including investors, auditors, and regulatory agencies.
  • Oversee the preparation of financial statements, including balance sheets, income statements, and cash flow reports.
  • Manage the bank’s budgeting and forecasting processes.
  • Ensure compliance with regulatory requirements and accounting standards.
  • Develop and maintain financial policies and procedures.
  • Provide financial analysis and support to senior management and business units.
  • Stay up-to-date with industry trends and developments in financial management.

Qualifications:

  • A minimum of 10 years of experience in financial management, with at least 5 years in a leadership role at a bank or financial services company.
  • Experience raising capital investments
  • Bachelor’s degree in finance, accounting, or a related field.
  • Master’s degree in finance, accounting, or business administration preferred.
  • Strong understanding of accounting principles and financial management practices.
  • Excellent communication and leadership skills.
  • Ability to think critically and make informed decisions.
  • Strong analytical and problem-solving skills.

If you are a financial professional with a passion for leading and developing a world-class finance function, we encourage you to apply for this exciting opportunity.

Interested in applying? Send your resume and cover letter to Mike Koerner at mike@saqqara.com.

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Credit Analyst II – Senior Credit Analyst

At Capitol Bank, people come first. Each customer and employee is important and deserves respect, courtesy and professional service. We’re committed to building relationships that make a difference. We want each of our employees to know that their needs matter to the Capitol Bank team.

The primary responsibility of the credit analyst position is to assist in the underwriting process for complex business loans and complex relationships by evaluating, identifying, and defining key credit risks. Analyze financial statements and prepare credit presentations to ensure transparency in the underwriting process. Work with lenders to provide loan operations with the necessary information to prepare loan documents.

The ideal candidate will have an associate degree in finance or related field.

  • Credit Analyst I (0–1.5 years) of previous banking experience, required
  • Credit Analyst II (2–3 years) of previous banking experience, required
  • Sr. Credit Analyst (4–5 years) of previous banking experience, required

Knowledge of financial software, and banking practices, required. Great customer service skills, required.

Capitol Bank is an EEO/AA employer and offers a complete benefits package. Please submit a cover letter and resume with salary requirements to Mandy Ayers at mandy.ayers@capitolbank.com.

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Universal Banker

At Capitol Bank, people come first. Each customer and employee is important and deserves respect, courtesy, and professional service. We’re committed to building relationships that make a difference. We want each of our employees to know that their needs matter to the Capitol Bank team.

We are currently hiring for a full time universal banker at our main banking location. This position will handle cash transactions accurately and performs all other aspects of a paying and receiving teller. Provides quality customer service in a friendly, professional, and timely manner. Determines the customer’s needs and meets their expectations by recommending the appropriate product. Sells a variety of bank products and services to prospective and current customers, opening all accounts types for new and existing customers. A complete knowledge of all existing bank products is required as well as an awareness of what products and services are being offered by competing financial institutions.

The ideal candidate will have a high school diploma or equivalent. Previous banking experience preferred. A minimum of 3–5 years cash management and customer service experience.

Capitol Bank is an AAP/EOE and offers a competitive salary & complete benefits package. Please submit a cover letter and resume with salary requirements to Mandy Ayers at mandy.ayers@capitolbank.com.

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Senior Personal Banker

Are you an experienced personal banker? Does your customer service experience include consumer lending, IRAs, and HSAs? If you said yes, Bank of Prairie du Sac would like to talk to you!

We’re looking for at least three years of previous banking experience that includes the items listed above plus more combined with a continuing motivation to learn. Advanced knowledge of business accounts and wires a plus.

Our customers expect exceptional customer service while helping them to meet their financial needs so we can build positive professional relationships along the way. Our personal bankers handle a variety of customer requests. At Bank of Prairie du Sac, we strive to make decisions that best serve our customers while balancing the needs of the bank. We are a strong community bank that offers stability to both customers and employees.

A willingness to work 2–3 Saturday mornings per month is a must. Bilingual (English/Spanish) a plus.

Apply online at https://bankpds.bamboohr.com/careers/40?source=aWQ9MTc%3D

Bank of Prairie du Sac, P.O. Box 130, Prairie du Sac, WI 53578

Equal Opportunity Employer M/F/D/V

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SVP/Senior Lender

At Capitol Bank, people come first. Each customer and employee is important and deserves respect, courtesy, and professional service. We’re committed to building relationships that make a difference. We want each of our employees to know that their needs matter to the Capitol Bank team.

As Senior Vice President/Senior Lender this employee is responsible for management of the loan department personnel including: Lenders, Loan Administration, Credit Loan Review, and Loan Policies. They are also responsible for the bank’s Loan Portfolio, all loan related functions, personnel, and products.

As a representative of Capitol Bank, employee shall activity manage and engage in business development efforts. Employee shall meet with clients and assess their needs by describing the benefits and features of the bank’s products and services to ensure maximum cross selling and account retention. Officer will manage an assigned profitable loan portfolio by analyzing and assessing extensions of credit in existence, in addition to underwriting any new credit requests. This position will be accountable for analysis of clients’ financial data for bank’s loan portfolio and ensuring updated information is on file.

A bachelor’s degree in finance, business administration, or related industry required. Graduate School of Banking preferred. Previous 10 years commercial lending banking experience required. Experience working in a banking environment required. Strong communication and interpersonal skills. Strong knowledge of credit, loans and lending policies and procedures.

Capitol Bank is an EEO/AA employer and offers a complete benefits package. Please submit a cover letter and resume to Mandy Ayers.

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Chief Financial Officer

Due to upcoming retirement, Dairy State Bank is currently recruiting for a chief financial officer.

This position will:

  • Direct and oversee the financial activities of the bank and holding company
  • Direct the preparation of current financial reports and summaries
  • Create forecasts predicting future growth
  • Direct activities of finance and investments
  • Inform the CEO and president(s) of operational developments
  • Consult with bank leadership regarding major decision affecting the bank

Some duties and responsibilities include:

  • Manages the bank’s investment portfolio to maximize yield and ensure adequate liquidity
  • Pledges securities to collateralize public deposits and supports repurchase agreements
  • Consults with investment advisors and others in making recommendations for the bank’s investment portfolio
  • Responsible for managing the bank’s liquidity position and maintaining appropriate short and long-term borrowing relationships
  • Maintains stock records, pays dividends, corresponds with the regulatory agencies and executes procedures to increase capital as directed by the board for both the bank and holding company
  • Works closely with officers and other employees who report directly to him or her, evaluating their performance and developing their abilities to manage their respective areas
  • Responsible for organization’s asset/liability management process and will be involved in both loan and deposit rate setting discussions being the advocate of enterprise risk management
  • Works with municipalities to collateralize public deposits
  • Works with repurchase agreements, the related paperwork, and the communication with customers
  • Ensures that federal and state regulations are adhered to and sees to it that appropriate duties are completed correctly

Minimum Bachelor’s degree in business, finance, management, or equivalent is required; MBA or CPA preferred. Minimum of eight years’ experience in banking. Previous supervisory experience required. Individual must possess: good common sense and problem solving skills; excellent interpersonal and verbal communication skills; professional demeanor; ability to maintain confidential and sensitive data relating to customers and employees; a strong sense of attention to detail. Must be able to compose correspondence and reports.

Interested candidates should email a resume with references to Megan Janz, HR manager, AVP at mjanz@dairystatebank.com.

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Implementation and Support Specialist

FIPCO (Financial Institution Products Corporation), a wholly owned subsidiary of Wisconsin Bankers Association (WBA), is seeking a implementation and support specialist to join the team. This individual will act as software implementation liaison between new customers and FIPCO staff and be a provider of outstanding customer support. This person will also be a team player that will assist with software training duties and loan document generation. This position is in-office much of the time.

Qualifications

This person is required to:

  • Have strong organizational skills and enjoyment when helping others
  • Thrive on having multiple projects moving at once
  • Have excellent customer service, and written and oral communication skills; including listening, phone, and documentation skills
  • Possesses a keen eye for details
  • Have experience in MS Windows operating environments
  • Demonstrate a positive attitude and ability to work as part of a team in a fast-paced environment
  • Use an analytical approach to problem solving

In addition, the ideal candidate would have:

  • Knowledge of the financial services industry with an emphasis on account opening and/or loan documents
  • Familiarity with loan and mortgage documentation software, a plus if experience is with Compliance Concierge software
  • Associate degree or equivalent knowledge/experience

To apply: Interested persons should submit a current resume and letter explaining his or her qualifications and salary requirements by March 17, 2023, to: Vice President-Finance & Administration, Wisconsin Bankers Association, P.O. Box 8880, Madison, WI 53708-8880 or applications@wisbank.com. A copy of the job description is available upon request.

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WBA logo

questions@wisbank.com

608-441-1200

4721 S Biltmore Ln.
Madison, WI 53718

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