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664 search results for: wisconsin banker

481

Schmidt Promoted to Regional Operations Leader

Beth Schmidt was recently promoted to regional operations Leader for National Exchange Bank & Trust. Schmidt joined the bank in 2013 and previously held positions as a customer service representative, personal banker, and operations manager, working out of the bank’s office in Campbellsport. In her new position, Schmidt will oversee deposit operations at the following […]

482

Peoples State Bank Adds Two to Commercial Banking Team

Peoples State Bank announces the hire of Stephen DeLassus to the bank’s southeastern Wisconsin commercial banking team. DeLassus will be charged with helping to lead the Milwaukee-area commercial banking team. “In a short time in the market, Peoples has built a great reputation as a community bank that puts its customers and employees first,” said […]

483

Advice to New Compliance Officers

By Aubree S. Rehmke I have spent my entire career working for financial institutions. After graduating from college, I started as a teller and quickly transitioned my way through several positions spending the majority of my profession as a compliance officer and BSA officer for a small community bank. Today, I work as a consultant […]

485

Akis Tax Receives FHLBank Chicago Community First® Accelerate Grant Through Partnership with Horicon Bank

Lambert Asumami, owner of Akis Tax, LLC, was awarded a $25,000 grant through his partnership with Horicon Bank to expand his business in Milwaukee. Asumami is a Congolese refugee who grew up in a United Nations camp in Tanzania. Six years ago, Asumami and his parents, two brothers, two sisters, a sister-in-law, and two nephews […]

487

BOLT Leadership Academy

Introducing the WBA BOLT Leadership Academy, a newly formed program bringing together a cohort of 20–25 community banking emerging leaders over a 15-month period for extensive industry and leadership education, along with several networking opportunities for the group. The application period for the 2024-25 BOLT Leadership Academy has closed. Please watch for information to be […]

488

Waukesha State Bank Expands Private Banking with the Promotion of Mandy Litwin

Waukesha State Bank, a full-service community bank with 14 locations in Waukesha County, is pleased to announce the expansion of its private banking services with the promotion of Mandy Litwin to private banking associate.  “Our private banking services launched in 2019, which gave us the opportunity to introduce more affluent members of the community to […]

489

Waukesha State Bank Announces Promotions

Waukesha State Bank is proud to announce the promotions of Stephanie Ohlfs, Heather Congemi, Amber Moore, and Mirjam Conigliaro. “Stephanie, Heather, Amber, and Mirjam are extremely talented banking professionals and have been instrumental in Waukesha State Bank’s success,” stated Ty R. Taylor, Waukesha State Bank president & CEO. “These promotions reflect the tenure and experience […]

490

GSB – Strategic Marketing School

Bank marketing has undergone radical changes in the past several decades and the financial services sales process has experienced a similar transformation. Both have been influenced by one thing more than any other—the customer’s behavior. Because the customer is more knowledgeable, has more tools at their disposal and is in greater control, marketing must collaborate […]