Waukesha State Bank Announces Promotion

Waukesha State Bank, a 14-branch independent community bank serving Waukesha County, is pleased to announce the promotion of Jose Velez to Assistant Vice President – Bank Manager.

Velez has more than 20 years of banking and management experience. He joined Waukesha State Bank in 2017 as a Personal Banker at the Downtown Waukesha office and was promoted to Bank Manager of the Waukesha – E. Main Street office in 2020. In 2023, he transitioned to manage the bank’s Waukesha – E. Racine Avenue location. Velez earned his bachelor’s degree from Inter-American University of Puerto Rico – San Germán and is active in the community through Ebenezer Christian Church, where he serves as leader of the Marriage Ministry and as a member of the Worship Ministry.

In his new role as Assistant Vice President – Bank Manager, Velez will continue overseeing the daily operations of his branch, including business development, personnel management, customer service, consumer lending, relationship management and community service.

“Jose is an outstanding leader who consistently demonstrates a commitment to serving his customers, supporting his teams and strengthening the communities he serves,” said Heather Pfalz, Senior Vice President – Retail Banking Manager at Waukesha State Bank. “He has earned the trust and respect of his customers and colleagues through his dedication, professionalism and leadership. This promotion recognizes his contributions and the positive impact he continues to make across our retail banking division.”

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Brookfield, Delafield, Menomonee Falls, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit www.waukeshabank.com. Member FDIC.