✓ Banking and Financial Services ✕ Clear
Banking and Financial Services Jobs in Menasha Wisconsin
6 positions found
N
Branch Manager
✦ New
Salary not disclosed
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
As a Branch Manager, you are responsible for driving new business for Nicolet and your branch, leading with a proactive, relationshipfocused approach that reflects and reinforces Nicolet's culture, values, and commitment to our customers and communities.
This role provides strategic leadership and operational oversight to ensure strong financial performance, exceptional customer experience, and operational excellence. Additionally, you engage personal and commercial customers and prospects with deeper, consultative conversations to understand their financial goals, recommend sophisticated solutions, and provide comprehensive guidance across deposit, digital, and lending needs.
As a Branch Manager, you will:
Strategic Leadership & Business Growth
Team Leadership & Talent Development
Customer Experience & Relationship Management
Sales Leadership & Market Expansion
Sales, Referrals & Portfolio Development
Operations, Risk, & Compliance
Community Leadership
General
Qualifications:
Benefits:
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
As a Branch Manager, you are responsible for driving new business for Nicolet and your branch, leading with a proactive, relationshipfocused approach that reflects and reinforces Nicolet's culture, values, and commitment to our customers and communities.
This role provides strategic leadership and operational oversight to ensure strong financial performance, exceptional customer experience, and operational excellence. Additionally, you engage personal and commercial customers and prospects with deeper, consultative conversations to understand their financial goals, recommend sophisticated solutions, and provide comprehensive guidance across deposit, digital, and lending needs.
As a Branch Manager, you will:
Strategic Leadership & Business Growth
- 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.
Team Leadership & Talent Development
- 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.
Customer Experience & Relationship Management
- Ensure delivery of highquality customer experience.
- Cultivate strong consumer and business relationships.
- Lead needsbased conversations.
Sales Leadership & Market Expansion
- 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.
Sales, Referrals & Portfolio Development
- 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.
Operations, Risk, & Compliance
- 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.
Community Leadership
- Represent Nicolet in community events.
- Maintain visibility within the community, building referral networks and community partnerships.
General
- 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.
Qualifications:
- 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
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
P
Senior Financial Analyst - Client Services
Salary not disclosed
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
N
Floating Universal Banker I
🏢 Nicolet National Bank
Salary not disclosed
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.
In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.
As a Universal Banker I, you will:
Customer Experience & Relationship Building:
- 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.
Teller Operations & Cash Management:
- 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.
Customer Referrals & Product Education:
- 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.
Problem Resolution & Support:
- 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.
Operational Excellence, Risk & Compliance:
- 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.
Team Collaboration & Community Engagement:
- 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.
General:
- 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.
Qualifications:
- High school diploma or equivalent required.
- 1+ years of cashhandling and customerservice experience required.
- Prior banking or retail financialservices experience preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
N
Universal Banker I
🏢 Nicolet National Bank
Salary not disclosed
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet's culture, values, and commitment to an exceptional customer experience.
In this role, you provide efficient, accurate teller services; deliver strong customer service across all channels; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical role in referring customers to Personal Bankers and lending specialists for deposit accounts, consumer loans, home equity loans, and credit cards. You help sustain branch performance through relationshipbuilding, needsbased referrals, operational accuracy, and compliance excellence.
As a Universal Banker I, you will:
Customer Experience & Relationship Building:
- 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.
Teller Operations & Cash Management:
- 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.
Customer Referrals & Product Education:
- 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.
Problem Resolution & Support:
- 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.
Operational Excellence, Risk & Compliance:
- 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.
Team Collaboration & Community Engagement:
- 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.
General:
- 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.
Qualifications:
- High school diploma or equivalent required.
- 1+ years of cashhandling and customerservice experience required.
- Prior banking or retail financialservices experience preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
F
Financial Tips Evaluator (Remote)
$29 per hour - monthly
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.
Remote working/work at home options are available for this role.
V
Executive Coach
Salary not disclosed
Lead a Premier Executive Coaching Practice with Vistage
Are you a seasoned executive ready to lead, inspire, and make a lasting impact on business leaders in the Appleton area?
Join Vistage, the world’s largest executive coaching and peer advisory organization, and build a purpose-driven business helping CEOs, business owners and key executives reach new levels of success.
About Vistage
Since 1957, Vistage has been empowering high-integrity business leaders to make better decisions, achieve stronger results, and create thriving organizations.
With 45,000+ members and 1,300 Chairs (Executive Coaches) worldwide, our model combines confidential peer advisory groups, one-to-one executive coaching, and world-class speaker workshops.
The Vistage Chair Opportunity
As a Vistage Chair, you’ll facilitate monthly peer group meetings and provide one-on-one coaching to CEOs, business owners and key executives. You’ll help them navigate challenges, seize opportunities, and grow—personally and professionally.
This role offers the rare opportunity to build a thriving coaching practice while leaving a lasting legacy in your local business community.
What to Expect
- Build Your Own Practice: Operate as an independent business owner with the freedom to design your own success.
- Sustained Income: Earn recurring revenue with the potential for long-term growth—even into retirement.
- Flexible Schedule: Create a schedule that fits your lifestyle and personal goals.
- Comprehensive Support: Access proven tools, resources, and expert teams to help you launch and grow.
- Meaningful Impact: Transform the lives of leaders, their teams, and their communities.
Ideal Background
- 10+ years of senior executive or business ownership experience
- P&L responsibility of $5M+
- Current or former CEOs, Presidents, Senior Executives, or Executive Coaches
- Business or executive coaching experience
- Proven ability to lead, mentor, and inspire others
Key Qualities
- Strong business acumen and communication skills
- High emotional intelligence (EQ) and genuine curiosity
- Executive presence and professional maturity
- Exceptional relationship builder and networker
- Entrepreneurial spirit and drive to build your own business
Vistage Provides
- Proven Platform: A trusted model with 65+ years of success.
- Award-Winning Chair Academy: Comprehensive development to master Vistage’s proprietary coaching and facilitation methods.
- Unmatched Support: Dedicated marketing, technology, billing, and operational teams—so you can focus on what you do best: coaching and leading.
If you’re ready to take the next step and lead a high-impact coaching practice, visit /chair-info or apply directly here on LinkedIn.
If your background aligns, a Vistage recruiter will reach out to explore the opportunity with you.
Lead a Vistage Group | Vistage Chair
Explore your most rewarding path beyond the C-Suite as a Vistage Chair.
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