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As the Private Banker, you are the main point of contact for a select group of Prairie Financial Group's affluent clients, as well as other customers within Waukesha State Bank. You'll manage these clients' complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in retail balances, customized credit solutions, and investment management. Y
Posted 1 day ago
Set up, monitor, analyze, and deliver functional reporting on current process activities and results of all assigned lines of business. Offer recommendations for increasing profitability and efficiencies. Design workflow templates, program functionality and procedural documentation for all processes and changes to processes as warranted. Process reports for the department daily, weekly and monthly
Posted 1 day ago
Providing internal support to Retail, Commercial, and Mortgage Loan staff and all bank personnel on loan account questions and issues Providing direct customer service for all customer questions and loan related situations that arise General Loan Maintenance to the ITI system and Check Back review to ensure loan information is accurate and complete Yearly maintenance & research to include tracking
Posted 6 days ago
The Floating Team is a group of Tellers that move between our 14 full service locations in Waukesha County. Tellers provide excellent customer service while processing transactions in an efficient and accurate manner. Tellers stay current on bank policies and procedures to ensure accurate records and cash controls are maintained at all times and contribute positively to the day to day operations o
Posted 6 days ago
Provide initial disclosures & re disclosures to customers within guidelines & Bank policy (LE). Ensure compliance with Reg. B, ensure Early TIL log and other disclosures are in compliance. Research discrepancies on files during the disclosing process & discuss with Mortgage Consultant and Dept. Manager as appropriate. Make recommendations to Manager regarding changes to procedure to prevent recurr
Posted 6 days ago
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