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One Month AgoSaved
In-Office
Monona, WI, USA
Junior
Junior
Financial Services • Agriculture
Supports treasury management products and services for business clients, including implementation, training, maintenance, troubleshooting, reporting, account analysis, ACH and remote deposit renewals, and CDARS/Insured Cash Sweep support. Partners with relationship managers and retail staff, prepares agreements, supports sales processes, identifies cross-selling opportunities, maintains product knowledge, and ensures compliance with bank security and confidentiality requirements.
Top Skills: AchAdobeBusiness BillpayCheck Positive PayFiservExcelMicrosoft Office SuiteMicrosoft PowerpointMicrosoft WordMobile BankingMobile DepositRemote Deposit Capture
One Month AgoSaved
In-Office
Middleton, WI, USA
Expert/Leader
Expert/Leader
Financial Services • Agriculture
Lead Lake Ridge Bank's lending function, setting strategy and goals for commercial and agricultural lending. Drive loan and deposit growth, relationship profitability, portfolio management, and credit partnership. Build and mentor a high-performing lending team, coordinate cross-functional initiatives, ensure regulatory compliance, and represent the bank in the community and to the Board.
Top Skills: Microsoft Office Suite
Reposted One Month AgoSaved
In-Office
Oregon, WI, USA
Junior
Junior
Financial Services • Agriculture
Develop and maintain commercial client relationships, prospect new business, manage a profitable loan portfolio, evaluate creditworthiness, prepare and present loan requests, utilize programs like SBA/WHEDA, cross-sell bank products, ensure compliance and limit bank risk.
Reposted One Month AgoSaved
In-Office
Monona, WI, USA
Senior level
Senior level
Financial Services • Agriculture
Serve and grow a portfolio of clients by providing financial and retirement planning, fiduciary guidance, and business development through referrals and meetings; maintain required licenses, participate in peer groups, and deliver compliant, high-quality wealth management services.
Top Skills: Lpl Institutional ServicesMicrosoft Office SuiteRedtail Crm
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