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Req. #439Mdn Commercial Banking Officer - Madison

Position Title: Commercial Banking Officer - Madison
Location: Madison, WI Office
Reports to: Market Chairman/Madison

Responsibilities
There is an immediate opening for a full-time (up to 45 hrs/wk) Commercial Banking Officer at our Madison, WI office. This position will provide commercial lending support that enhances the bank’s loan portfolio including: underwriting and analyzing credit data to estimate degree of risk involved in extending credit or lending money to firms, while complying with ban king and lending regulations, and contributing to the attainment of the bank’s revenue and profitability targets. Essential duties include, but are not limited to: complete loan presentation underwriting of new and renewing commercial and commercial real estate loan requests; continuously monitor loan performance by reviewing ongoing financial condition, compliance with loan policy, advance ratios and collateral values; track borrower compliance with loan covenants; evaluate results of investigations, prepare reports of findings, and suggest credit limitations to management; review and prepare loan package and documentation ensuring compliance with loan approval and bank policy; manage new and existing key account relationships (portfolio management) on behalf of the bank based on established goals and objectives; participate on calls with lenders to prospective and current client establishments; update and maintain Contact Management System (CRM); and maintain and update loan files, including assist with financial tracking, review and administer various lender/officer reports, and regularly interface with bank staff to identify and resolve client’s concerns and/or requests.

Qualifications
Qualified candidates will possess the following skills and abilities:

  • Bachelor’s Degree with emphasis in finance or business administration required; with
    • Three (3) to five (5) years of progressive commercial banking experience required, including related credit analysis experience in banking; and/or equivalent combination of education and experience;
  • Working knowledge of commercial lending credit-related practices, as well as intermediate-to-advanced skill level in spreadsheet and word processing software application;
  • Strong aptitude to identify and resolve problems in a timely manner; gather and analyze information skillfully; develop alternative solutions; work well in group problem solving situations; and use reason even when dealing with emotional topics;
  • Analyze complete and diverse information; collect and research data; use intuition and experience to complement data;
  • Exhibit sound and accurate judgment; includes appropriate people in decision making process; and
  • Ability to handle multiple projects; communicate changes and progress.
     

Town Bank is an Equal Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities

Req. #465 Concierge Banking Services Officer - Lake Geneva & Wales

Position Title: Concierge Banking Services Officer (Req. #465 LkGnv/Wales)
Location: Lake Geneva (Broad St.)and Wales, WI Office
Reports To: VP, Retail Branch Management

Responsibilities: There are two openings for a full-time Concierge Banking Services Officer
at our Lake Geneva (Broad Street) and Wales, WI office. This position will triage all incoming calls resolving customer banking related issues and answering questions.

Duties include, but are not limited to:

  • Provide on-going relationship servicing with current clients to maintain good will and gain additional business.
  • Resolve client questions and complaints.
  • Evaluate needs of potential clients and offer appropriate financial products and services.
  • Coordinate and assist in resolving deposit, loan, treasury management and other related issues in response to client inquiries.
  • Generate new business to assist in meeting bank’s profitability goals.
  • Qualify for, register and maintain mortgage lending originator (MLO) status with the Nationwide Mortgage Licensing System and Registry (NMLS) according to the SAFE Act.
  • Participate in Branch Support questions via the phone and email.
  • Assist with preparation and conducting of technical training.

Qualifications:

Qualified candidates will possess the following skills and abilities:

  • Education generally equivalent to an Associate’s or Bachelor’s Degree with an emphasis in accounting, finance, or business administration.
  • 2-3 years of progressive banking experience, and/or equivalent combination of education and experience.
  • Demonstrated problem solving and interpersonal skills.
  • Ability to balance team and individual responsibilities.
  • Exhibit sound and accurate judgment.
  • Ability to manage multiple priorities in a fast-paced telephone environment.
  • Set expectations and monitor delegated activities.
  • Solid professional and motivational skills and strong knowledge of and intermediate skill level with a variety of computer software including internet access, electronic mail, spreadsheet and word processing software applications.

To Apply:

Qualified internal candidates may:

  • Submit a completed “Internal Application” 
  • Forward resume(s) of referred candidates, to Human Resources, (reference Req. #465LkG & W) in-person or by email to hr@townbank.us.

Date Posted: June 2015

Town Bank is an Equal Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities  

Req. #467 Universal Banker - Milwaukee

Position Title: Universal Banker - Full-Time (Req. #467-Mke)
Location: Milwaukee, WI Office
Reports To: PBO/Market Manager

Responsibilities: There are immediate openings for flexible, full-time Universal Banker at our Milwaukee office. This personal-banker like position generally provides personalized banking services to clients including cash handling, opening of various personal deposit accounts, as well as providing support to team members by performing a variety of banking duties, such as: work directly with clients and deliver products and services from all areas of the bank; customer contact and operational responsibility in cash handling; process client deposit and loan transactions; open and maintain deposit account relationships; assist clients with account inquiries; and strengthen client relationships by identifying and promoting products and services appropriate to the client’s needs.

Qualifications:

  • Education generally equivalent to a High School Diploma, or General Education Degree (GED) and up to 6 to 9 months related experience and/or training in a retail, sales or financial environment with an emphasis on cash handling or client service and sales required and/or equivalent combination of education and experience.
  • Prior knowledge of teller operations and retail banking is helpful.
  • Proven sales and service orientation with solid verbal and written communication skills.
  • Strong aptitude for keeping up with operational demands.
  • Intermediate skill level in and knowledge of various computer software applications, including internet access; MicroSoft Office spreadsheet, word processing, and electronic mail software applications.
  • Ability to use a variety of office/production-related equipment such as: a personal computer utilizing spreadsheet, word processing, email and internet access software; telephone; business calculator; adding machine; photocopier; facsimile machine, etc.

To Apply:

Qualified internal candidates may:

  • Submit a completed “Internal Application” and/or
  • Forward resume(s) of referred candidates to Human Resources, (reference Req. #467Mke) in-person or by email to hr@townbank.us.

Date Posted: June 2015  

Town Bank is an Equal Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities

Req. #469 Universal Banker/Universal Banking Rep. - Hartland

Position Title: Universal Banker/Universal Banking Rep - Full-Time (Req. #469-H)
Location: Hartland, WI Office
Reports To: PBO/Market Manager

Responsibilities: There is an immediate opening for a full-time UB/UBR. (a teller like role) for the bank’s Hartland office. This entry-level banking position will generally operate multi-line phone system, welcome and direct visitors to the bank, scan daily financial transactions, and provide administrative support to team members. Additional duties include: as an ambassador for the bank, provide personalized banking services such as: cash handling, operate multi-line phone system, and welcome and direct visitors to the bank.

Qualifications:

Qualified candidates will possess the following skills and abilities:

  • Education generally equivalent to a High School Diploma, or General Education Degree (GED) and up to 6 to 9 months related experience and/or training in a retail, sales or financial environment with an emphasis on cash handling or client service and sales required and/or equivalent combination of education and experience.
  • Prior knowledge of teller operations and retail banking is helpful.
  • Proven sales and service orientation with solid verbal and written communication skills.
  • Strong aptitude for keeping up with operational demands.
  • Working knowledge of compliance-related processes, as well as intermediate- to advanced skill level in and knowledge of various computer software applications, including internet access; Microsoft Office spreadsheet, word processing, and electronic mail software applications.
  • Ability to use a variety of office/production-related equipment such as: a personal computer utilizing spreadsheet, word processing, email and internet access software; telephone; business calculator; adding machine; photocopier; facsimile machine, etc.

To Apply:

Qualified internal candidates may:

  • Submit a completed “Internal Application” 
  • Forward resume(s) of referred candidates to Human Resources, (reference Req. #469 H) in-person or by email to hr@townbank.us.

Date Posted: June 2015  

Town Bank is an Equal Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities

Req. #458 Commercial Services Assistant - Milwaukee

Position: Commercial Services Assistant – Full-Time
Location: Milwaukee, WI
Reports to: SVP Commercial Banking

Responsibilities:
There is an immediate opening for a full-time Commercial Services Assistant for the bank’s Milwaukee office. This position will provide administrative support to the bank’s commercial lenders / officers; as well as act as bank-liaison with its prospective customers and existing clients; and coordinate special bank events and activities, including interfacing with the bank’s headquarters, and its respective departments. Essential duties include, but are not limited to: provide administrative support to team members including receiving/ redirecting incoming calls; provide exceptional ongoing relationship servicing with the bank’s existing clients to maintain goodwill; and in cooperation with the bank’s commercial lending team, provide administrative support, including performing research and problem solving to assist with client inquiries; and preparing documents for meetings, client events, etc.

Qualifications:
Qualified candidates will possess the following skills and abilities:

  • Education generally equivalent to a High School Diploma, or General Education Degree (GED); and
    • One to two years of progressive banking, administrative and/or sales support experience preferred, and/or related training; or
    • Equivalent combination of education and experience.
  • Solid sales skills, including: soliciting prospective customers, scheduling appointments, and preparing presentation materials;
  • Strong aptitude to identify and resolve problems in a timely manner; gather and analyze information skillfully; develop alternative solutions; and use reason even when dealing with emotional topics;
  • Ability to handle various multiple daily tasks; communicate changes and progress.
  • Solid verbal / written communication skills; and possesses a keen attention to detail.
  • Intermediate-to-advanced skill-level in and knowledge of various computer software applications, including internet access, database management, and MicroSoft spreadsheet, word processing, and electronic mail, software applications; and
  • Ability to use a variety of office/production related equipment such as: a personal computer utilizing spreadsheet, word processing, email and internet access software; telephone; business calculator; adding machine; photocopier; facsimile machine, etc.

How to Apply:
Submit cover letter, including compensation history and resume...

  • By e-mail at: HR@townbank.us;
  • By fax to: 866-605-2203; or
  • By standard US Postal Service to:
    Town Bank
    Attn: Human Resources – #458Mke
    N27 W24025 Paul Court
    Pewaukee, WI 53072

Town Bank is an Equal Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities

Req. #463 Commercial Services Assistant - Ag - Darlington

Position Title: Commercial Services Assistant/Ag – Full-Time

Location: Darlington, WI

Reports to: SVP, Agriculture Banking

Responsibilities: There is an immediate opening for a full-time Commercial Services Assistant for the bank’s Darlington office. This position will provide administrative support to the bank’s agriculture lenders/officers; as well as act as bank-liaison with its prospective customers and existing clients; and coordinate special bank events and activities, including interfacing with the bank’s headquarters, and its respective departments. Essential duties include, but are not limited to: processing a broad range of loan servicing requests, including Farm Service Agency (FSA) loan guarantees, finalizing mortgage loans, reviewing entity documents, monitoring various reports and backing up all office team members. This role will provide exceptional ongoing relationship servicing with the bank’s existing clients to maintain goodwill; and in cooperation with the bank’s commercial lending team, provide administrative support, including performing research and problem solving to assist with client inquiries; and preparing documents for meetings, client events, etc.

Qualifications: Qualified candidates will possess the following skills and abilities:

  • Education generally equivalent to a High School Diploma, or General Education Degree (GED); and one to two years of progressive agriculture banking, administrative and/or sales support experience preferred, and/or related training; and progressive loan processing experience desirable; or equivalent combination of education and experience.
  • Solid sales skills, including: soliciting prospective customers, scheduling appointments, and preparing presentation materials.
  • Strong aptitude to identify and resolve problems in a timely manner; gather and analyze information skillfully; develop alternative solutions; and use reason even when dealing with emotional topics.
  • Ability to handle various multiple daily tasks; communicate changes and progress.
  • Solid verbal / written communication skills; and possesses a keen attention to detail.
  • Intermediate-to-advanced skill-level in and knowledge of various computer software applications, including internet access, database management, and Microsoft spreadsheet, word processing, and electronic mail, software applications (will use Webequity and CRM-Customer Relationship Management); and ability to use a variety of office/production related equipment.

To Apply: Qualified internal candidates may:

  • Submit a completed “Internal Application” and/or forward resume(s) of referred candidates to Human Resources, (reference Req. #463-Drlg)
    in-person or by email to: hr@townbank.us.

Date Posted: May 22, 2015

Town Bank is an Equal Opportunity Employer of Minorities, Females, Protected Veterans and Individuals with Disabilities 





Qualified candidates may apply to hr@townbank.us and reference the "Req. #" in the subject.