Banking and Financial Services Jobs in Appleton Remote

• 
  
• Develop and execute a comprehensive branch business plan focused on growth, profitability, customer acquisition, and retention.
  
• Analyze market conditions to identify competitive trends and new business opportunities.
  
• Maintain visibility within the community and build referral networks.
  
• Drive achievement of branch performance targets.
  

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• Lead, coach, and develop a highperforming team aligned with Nicolet's culture and values.
  
• Oversee hiring, onboarding, training, and workforce planning.
  
• Conduct coaching, performance reviews, and recognition.
  

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• Ensure delivery of highquality customer experience.
  
• Cultivate strong consumer and business relationships.
  
• Lead needsbased conversations.
  

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• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
• Coach and deliver needs-based sales process to proactively identify financial needs of current or prospective customers and recommend appropriate solutions.
  
• Partner with internal specialists.
  
• Lead sales meetings, branch huddles and performance coaching.
  

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• Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
  
• Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
  
• Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
  
• Meet and exceed assigned individual and branchlevel sales, service, and referral goals.
  
• Open and service deposit and loan accounts.
  

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• Ensure compliance with regulatory requirements.
  
• Maintain operational discipline and control processes.
  
• Identify and escalate operational or risk concerns.
  
• Oversee daily branch operations.
  
• Assess workflows and implement improvements.
  
• Ensure team proficiency in products and technology.
  

• 
  
• Represent Nicolet in community events.
  
• Maintain visibility within the community, building referral networks and community partnerships.
  

• 
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

• 
  
• Associates degree in banking, Finance or related field
  
• 3-5-years retail banking experience required
  
• 5+ years retail banking with management experience preferred
  
• 
  Banking operations, regulations, lending fundamentals
  
  
• 
  Business acumen including budgeting and performance
  
  
• 
  Leadership, coaching, and communication skills
  
  
• 
  Needsbased selling and customer engagement
  
  

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability.

Location: Appleton, Wisconsin (in office role)

Essential Responsibilities:

Financial Modeling & Analysis

• Build and maintain detailed feasibility models, including:
• Company valuation assumptions and transaction sizing
• Cash flow and debt service capacity analysis
• Repurchase obligation forecasts
• Tax impact and contribution modeling
• Run multiple transaction scenarios and sensitivity analyses to evaluate sustainability and risk.
• Identify financial constraints, red flags, and limiting factors in proposed company structures.

Feasibility and Transaction Support & Documentation

• Prepare clear analytical outputs, schedules, and summaries for use in client-facing presentations.
• Document assumptions, methodologies, and conclusions to support defensibility and consistency.
• Support diligence requests and follow-up analysis during sales and transaction phases.

Cross-Functional Collaboration

• Work closely with Solution Engineers to understand client objectives and refine feasibility scenarios.
• Coordinate with valuation, tax, and administration teams to align assumptions and inputs.
• Support transition from feasibility analysis to transaction execution and administration.

Quality & Standards

• Maintain modeling templates, tools, and internal best practices.
• Ensure analyses align with ERISA requirements, IRS regulations, and industry standards.
• Stay current on technical developments and regulatory changes.

Compensation & Benefits

• Base = $90-$110k base salary
• Variable Bonus: ~10% of base (annual payout in January), tied to production hours target (≈1,500 production hours)
• Projected Year One Earnings: $100k - $120k
• Health – employer pays 60% of the employee’s monthly premium
• Dental and vision insurance – employee pays 100%
• Short and Long-term Disability

• 
  
  
• Provide welcoming and professional service across inperson, phone, and digital channels.
  
  
• Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
  
  
• Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
  
  
• Build trust by following through on requests and ensuring customers feel valued.
  
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
  

• 
  
  
• Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  
  
• Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
  
  
• Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
  
  

• 
  
  
• Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
  
  
• Educate customers on digital tools such as mobile banking, online banking, and estatements.
  
  
• Support achievement of branch sales and referral goals through disciplined engagement and followup.
  
  

• 
  
  
• Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
  
  
• Escalate more complex servicing matters to Personal Bankers or leadership.
  
  

• 
  
  
• Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
  
  
• Protect customer data, ensure confidentiality, and follow documentation procedures.
  
  
• Maintain auditready accuracy in all teller work and branch support tasks.
  
  

• 
  
  
• Participate in daily huddles and collaborate with team members to meet branch goals.
  
  
• Support community outreach efforts and represent Nicolet in local engagement activities.
  
  
• Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
  
  

• 
  
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
  
• Performs all other duties as assigned.
  
  

• 
  
  
• High school diploma or equivalent required.
  
  
• 1+ years of cashhandling and customerservice experience required.
  
  
• Prior banking or retail financialservices experience preferred.
  
  

• 
  
  
• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PT0 & 11 1/2 Paid Holidays
  
  

• 
  
  
• Provide welcoming and professional service across inperson, phone, and digital channels.
  
  
• Engage customers in needsbased conversations to understand goals and introduce appropriate solutions.
  
  
• Deliver prompt assistance for routine servicing inquiries; escalate or refer as needed.
  
  
• Build trust by following through on requests and ensuring customers feel valued.
  
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
  

• 
  
  
• Accurately process deposits, withdrawals, loan payments, transfers, cashier's checks, and other transactions.
  
  
• Maintain proper cash handling, dualcontrol procedures, balancing routines, and vault/ATM support as assigned.
  
  
• Identify suspicious activity, follow fraudprevention steps, and escalate concerns promptly.
  
  

• 
  
  
• Identify customer needs and refer opportunities to Personal Bankers or lending specialists for new accounts, consumer loans, home equity loans/lines, and credit cards.
  
  
• Educate customers on digital tools such as mobile banking, online banking, and estatements.
  
  
• Support achievement of branch sales and referral goals through disciplined engagement and followup.
  
  

• 
  
  
• Research and resolve routine issues such as transaction discrepancies, fee questions, and debitcard concerns within authority.
  
  
• Escalate more complex servicing matters to Personal Bankers or leadership.
  
  

• 
  
  
• Adhere to operational standards, security practices, and regulatory requirements including BSA/AML, KYC, OFAC, Reg CC, and Reg E.
  
  
• Protect customer data, ensure confidentiality, and follow documentation procedures.
  
  
• Maintain auditready accuracy in all teller work and branch support tasks.
  
  

• 
  
  
• Participate in daily huddles and collaborate with team members to meet branch goals.
  
  
• Support community outreach efforts and represent Nicolet in local engagement activities.
  
  
• Assist with branch operations needs such as supplies, scheduling coverage, or special projects.
  
  

• 
  
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
  
• Performs all other duties as assigned.
  
  

• 
  
  
• High school diploma or equivalent required.
  
  
• 1+ years of cashhandling and customerservice experience required.
  
  
• Prior banking or retail financialservices experience preferred.
  
  

• 
  
  
• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PTO & 11 1/2 Paid Holidays
  
  

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Date Posted:

Country:

Location:

Position Role Type:

U.S. Citizen, U.S. Person, or Immigration Status Requirements:

Security Clearance Type:

Security Clearance Status:

At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world. 

The Senior Data Manager identifies all data deliverables made part of a contract and subsequently builds a data track in a Product Data Management (PDM) system. The DM identifies, with help from the Program Office, the appropriate preparers, receive the data within PDM, reviews the data for compliance, solicits and secures appropriate programmatic approval and delivers the information to the customer on time, throughout the lifecycle of the contract.

In addition, DMs are responsible for reviewing sub-tier contractor requirements, building data tracks for supplier submissions, receiving data from various suppliers, and routing for approval and/or incorporation into prime contractor deliverables to the customer as well as securing non-deliverable program work products to be configuration controlled in the PDM system and other related tasking.

This position is in McKinney Texas

What You Will Do

• Reading contracts for understanding of the deliverables
• Working in a PDM system to capture, manage, and track data deliverables and/or receivables
• Coordinating with cross-functional teams to obtain requested data
• Proofreading data for compliance to the requirement(s)
• Managing the data deliverable schedule and providing the data to the customer on-time
• Learning and understanding contractually required markings applied to data
• Running forecast reports and providing them to the appropriate stakeholders
• Providing metrics related to on-time deliveries and outstanding dispositions upon request
• Reviewing and approving sub-tier supplier statements of work for data requirements
• Supporting program meetings and providing training to program personnel and customers and/or suppliers
• Handling and protection of Company Intellectual Property (IP) as well as U.S. government IP and classified information

Qualifications you must have

• Bachelor’s degree in Science, Technology, Engineering or Mathematics (STEM) and a minimum of 2 years prior relevant experience OR a related Associate’s degree and 4 years of relevant experience OR in absence of a degree, 6 years of relevant experience
• Minimum of 2 years’ experience related to data management and/or equivalent professional experience
• Minimum of 2 years’ experience in a customer support/service role 

Qualifications We Value

• Knowledge of U.S. government defense contracts
• Knowledge of U.S. government specifications and instructions such as the Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS), Data Item Descriptions (DIDs), Department of Defense (DoD) Instruction 5230.24 Distribution Statements on Technical Documents, National Industrial Security Program Operating Manual (NISPOM) (DoD 5220.22-M)
• Collaborate in a team environment
• Self-motivated and detail oriented
• Proven excellent oral and written communication and presentation skills
• Excellent proofreading skills

What We Offer

• Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Safety, Trust, Respect, Accountability, Collaboration, and Innovation.
• Relocation Eligibility

Learn More & Apply Now!

• Please consider the following role type definition as you apply for this role.
  • Onsite : Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.

RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans’ Readjustment Assistance Act.

Privacy Policy and Terms:

Click on this link to read the Policy and Terms

Date Posted:

Country:

Location:

Position Role Type:

U.S. Citizen, U.S. Person, or Immigration Status Requirements:

Security Clearance Type:

Security Clearance Status:

At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world. 

The Senior Data Manager identifies all data deliverables made part of a contract and subsequently builds a data track in a Product Data Management (PDM) system. The DM identifies, with help from the Program Office, the appropriate preparers, receive the data within PDM, reviews the data for compliance, solicits and secures appropriate programmatic approval and delivers the information to the customer on time, throughout the lifecycle of the contract.

In addition, DMs are responsible for reviewing sub-tier contractor requirements, building data tracks for supplier submissions, receiving data from various suppliers, and routing for approval and/or incorporation into prime contractor deliverables to the customer as well as securing non-deliverable program work products to be configuration controlled in the PDM system and other related tasking.

This position is in McKinney Texas

What You Will Do

• Reading contracts for understanding of the deliverables
• Working in a PDM system to capture, manage, and track data deliverables and/or receivables
• Coordinating with cross-functional teams to obtain requested data
• Proofreading data for compliance to the requirement(s)
• Managing the data deliverable schedule and providing the data to the customer on-time
• Learning and understanding contractually required markings applied to data
• Running forecast reports and providing them to the appropriate stakeholders
• Providing metrics related to on-time deliveries and outstanding dispositions upon request
• Reviewing and approving sub-tier supplier statements of work for data requirements
• Supporting program meetings and providing training to program personnel and customers and/or suppliers
• Handling and protection of Company Intellectual Property (IP) as well as U.S. government IP and classified information

Qualifications you must have

• Bachelor’s degree in Science, Technology, Engineering or Mathematics (STEM) and a minimum of 2 years prior relevant experience OR a related Associate’s degree and 4 years of relevant experience OR in absence of a degree, 6 years of relevant experience
• Minimum of 2 years’ experience related to data management and/or equivalent professional experience
• Minimum of 2 years’ experience in a customer support/service role 

Qualifications We Value

• Knowledge of U.S. government defense contracts
• Knowledge of U.S. government specifications and instructions such as the Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS), Data Item Descriptions (DIDs), Department of Defense (DoD) Instruction 5230.24 Distribution Statements on Technical Documents, National Industrial Security Program Operating Manual (NISPOM) (DoD 5220.22-M)
• Collaborate in a team environment
• Self-motivated and detail oriented
• Proven excellent oral and written communication and presentation skills
• Excellent proofreading skills

What We Offer

• Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Safety, Trust, Respect, Accountability, Collaboration, and Innovation.
• Relocation Eligibility

Learn More & Apply Now!

• Please consider the following role type definition as you apply for this role.
  • Onsite : Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.

RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans’ Readjustment Assistance Act.

Privacy Policy and Terms:

Click on this link to read the Policy and Terms

Life Insurance Signature / Authority Limits

1M Signature / 5M Authority.

• PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

  PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

Job Summary

Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.

Primary Duties & Responsibilities:

Field & Client Experience

• ​Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.

• Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal

• Responsible for prescreen inquiries.

Underwriting

• Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed.​

• Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes. ​

• Develops and demonstrates change agility while maintaining mortality and morbidity expectations. ​

• Demonstrates continuous learning through the early adoption of new ways of underwriting. ​

• Develops proficiency with Reinsurance programs and determining where to best place a case.

• Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance. ​

• Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement. ​

• Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers.

• Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance.

• Discusses cases with peer reviewers with medical and technical staff, as needed. ​

• Understands and meets all quality, service, and production goals​.

• Solves issues & escalations, with guidance as needed. ​

• Partners with Underwriting Support for case management

Cross-functional leadership

• May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. ​Participates in other projects as needed.

Qualifications

• A bachelor's degree or equivalent combination of education and experience is preferred.

• 1.5 years of traditional underwriting experience.

• Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules.

• Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness.

• Proficient in computer skills and using various software packages.

• Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.

• Highly organized with the ability to establish priorities and meet deadlines.

• Displays agility to manage multiple tasks​ and adapt in a changing work environment.

• #LI-Remote or LI-Hybrid

Compensation Range:

Pay Range - Start:

Pay Range - End:

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Information Gathering (NM) - Intermediate, Underwriting Practices (NM) - Intermediate, Information Optimization (NM) - Intermediate, Insurance Acumen (NM) - Intermediate, Technology Adaptation (NM) - Intermediate (Inactive), Underwriting Ecosystem (NM) - Intermediate, Mortality, Morbidity, & Risk Analysis (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Learning Agility (NM) - Intermediate (Inactive), Adaptive Communication (NM) - Intermediate, Reasoning (NM) - Intermediate, Decision Making (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Consulting (NM) - Advanced, Attention to Detail (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Data Application (NM) - Intermediate

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups