Banking And Financial Services Jobs in Appleton, WI

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

Clean Harbors in Kaukauna, WI is seeking a Field Service Foreperson to join our safety conscious team. This position will be responsible for the direct supervision of the Field Technicians. Forepersons and Technicians will be responsible for the performance of tasks associated with emergency response (emergency spill cleanup), hazardous waste clean-up, site-remediation (tank and pit cleaning), equipment decontamination and handling of hazardous materials.

Responsibilities include:

• Valid Driver's License required
• Monday through Friday schedule, average start time 6 am
• Typically, an 8-10+ hour day, overtime after 40 hrs.
• On call as needed
• Possible overnight travel

Clean Harbors is the leading provider of environmental, energy and industrial services throughout the United States, Canada, Mexico and Puerto Rico. Everywhere industry meets environment, Clean Harbors is on-site, providing premier environmental, energy and industrial services. We are solving tough problems through innovation and proven methodology come be part of the solution with us.

• Health and Safety is our #1 priority and we live it 3-6-5!
• Focus on maintaining sustainability and cleaning the Earth
• Pay range $25-27 per hour
• Comprehensive health benefits coverage after 30 days of full-time employment including 401K with Company match
• Own part of the company with our Employee Stock Purchase Plan
• Opportunities for growth and development for all the stages of your career
• Company paid training and tuition reimbursement

• 
  
• 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.
  

• 
  
• 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.
  

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

• 
  
• 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.
  

• 
  
• 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.
  

• 
  
• 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
  

• 
  
  
• 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
  
  

• 
  
• Credit Cards
  
• Work with Retail, Commercial, Ag, and Treasury Management Teams to find opportunities to cross sell our Nicolet Card Products
  
• Duties include a consistent cadence of calls and meetings with potential new customers to close on sales opportunities, new account onboarding, servicing existing credit/debit card accounts, and error resolution
  
• Escalation points of contact for Frontline, Call Center, and Operations teams for advanced servicing requests and issues
  
• Assist with training sessions for internal employees related to credit/debit card products
  
• Provide reporting & analysis for credit/debit card portfolio performance, trends, and opportunities to drive cardholder usage.
  
• Instant Issue
  
• Provide training to new retail bankers and branches for best practices.
  
• Maintain current Instant Issue procedures and communicate changes as needed to Frontline.
  
• Create, Review, and Provide Instant Issue reporting to appropriate teams.
  
• Special Projects
  
• Assist Project Teams with new product implementations.
  
• Assist Project Teams during Bank acquisitions & conversions.
  
• 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 Nicolet. Ability to understand 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. 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. Preferred Associate's degree in Business Administration, Finance, Accounting, or related field.
  
• 1-3+ years of retail banking experience
  
• PC, phone system, general office equipment
  
• Ability to maintain strict confidentiality.
  
• Solid judgment and decision-making skills
  
• Creativity and comfortability presenting in public.
  
• Have experience at Microsoft Office
  
• Willing and able to learn new programs and software.
  

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

By clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda’s Privacy Notice and Terms of Use.  I further attest that all information I submit in my employment application is true to the best of my knowledge.

Please take this virtual tour to get a sneak peek of one of our Plasma Donation Centers.

At BioLife, you’ll find more than just a job  - you’ll discover a supportive, inclusive, and mission-driven culture where your contributions matter. Whether you’re beginning your career or seeking new opportunities for growth, we provide clear pathways for professional development, including advancement into leadership roles.

The expected availability for is role includes evenings and rotating weekends. Scheduling needs may vary based on business operations. 

This role is eligible for $3,000 sign on bonus!

What We Offer:
• Comprehensive benefits starting on Day 1 – because your well-being matters
• On-demand pay – access a portion of your earned wages before payday
• Debt-free education opportunities – earn your degree or certifications with no out-of-pocket costs
• Paid training – we’ll set you up for success from day one
• Career growth and advancement opportunities – build your future here!

About BioLife Plasma Services? 

Every day, the donors you meet will motivate you. The high-quality plasma you collect will become life-changing medicines. Here, a commitment to customer service and quality is expected. You will report to the Plasma Center Manager and will perform as a Medical Support Specialist (Plasma Center Nurse) to support plasma center operations.? 

BioLife Plasma Services is a subsidiary of Takeda Pharmaceutical Company Ltd.? 

About the role:? 

Every day, the donors you meet will motivate you. The high-quality plasma you collect will become life-changing medicines. Here, a commitment to customer service and quality is expected. You will determine donor eligibility to donate plasma, management of donor adverse events, review of laboratory test results, and donor notification of unsuitable test results. The Medical Support Specialist (Plasma Center Nurse) works under the guidance of the Center Manager (or Assistant Manager as applicable) for operational guidance and under the management of the Center Physician for medical issues. The Medical Support Specialist will be familiar with regulations of the plasma collection industry or a manufacturing environment. The Medical Support Specialist follows guidance provided by BioLife Medical Affairs and provides center level support of environmental, health and safety (EHS).? 

How you will contribute? 

• You will determine donor eligibility; to include, proper management of informed consent, AIDS education and confidential self-exclusion, medical history interview and acceptance requirements, physical examination, blood testing, and reviewing Serological Protein Electrophoresis (SPE).? 
• You will evaluate donor reaction(s), which occurs at the facility as outlined in the SOPs. Follow applicable SOPs for medical emergencies including the development of Center Physician's standing orders and donor transport to emergency care facilities.? 
• You will refer to the Center Physician or Medical Affairs (as applicable) when in need of providing unacceptable findings to donors, or guidance concerning medical or technical issues, including donor safety and eligibility.? 
• You will support the Hepatitis B and Seasonal Flu vaccination programs for employees as applicable.? 
• You will manage employee incidents and determine whether further evaluation is required by occupational health/ER. Refer to EHS guidance regarding employee incidents.? 

• You can be a Pandemic Coordinator when authorized by EHS and support investigations associated with pandemic threats within the local community as indicated by EHS or Medical Affairs.? 

What you bring to Takeda:? 

• High school diploma or equivalent to including graduate equivalent of a recognized educational nursing program with state requirements? 
• Currently licensed or certified in the state where responsibilities will be assigned: EMT-Paramedic? 

• Current Cardiopulmonary Resuscitation (CPR) and AED certification? 
• Fulfill state requirements (in state of licensure) for basic IV therapy? 
• Satisfactorily complete the FDA approved training requirements for BioLife Medical Support Specialist? 
• Two years in a clinical or hospital setting? 

More about us:? 

At Takeda, we are transforming patient care through the development of novel specialty pharmaceuticals and best in class patient support programs. Takeda is a patient-focused company that will inspire and empower you to grow through life-changing work.? 

Certified as a Global Top Employer, Takeda offers stimulating careers, encourages innovation, and strives for excellence in everything we do. We foster an inclusive, collaborative workplace, in which our teams are united by an unwavering commitment to bring Better Health and a Brighter Future to people around the world.? 

BioLife Compensation and Benefits Summary

We understand compensation is an important factor as you consider the next step in your career. We are committed to equitable pay for all employees, and we strive to be more transparent with our pay practices. 

For Location:

U.S. Hourly Wage Range:

The estimated hourly wage range reflects an anticipated range for this position. The actual hourly wage offered may depend on a variety of factors, including the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job.? The actual hourly wage offered will be in accordance with state or local minimum wage requirements for the job location. 

U.S. based employees may be eligible for short-term incentives. U.S. based employees may be eligible to participate in medical, dental, vision insurance, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, a tuition reimbursement program, paid volunteer time off, company holidays, and well-being benefits, among others. U.S. based employees are also eligible to receive, per calendar year, up to 80 hours of sick time, and new hires are eligible to accrue up to 120 hours of paid vacation. 

EEO Statement

Takeda is proud in its commitment to creating a diverse workforce and providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, parental status, national origin, age, disability, citizenship status, genetic information or characteristics, marital status, status as a Vietnam era veteran, special disabled veteran, or other protected veteran in accordance with applicable federal, state and local laws, and any other characteristic protected by law.

Job Exempt

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• Health Issues (Research for cures and new medications to treat ailments)
• Consumer Products (Your experience with consumer products)
• Shopping (Shopping experiences)
• Internet Usage (How you use the internet)
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• Employment (Various types of jobs or career fields)
• Food & Beverages (the consumption of various foods and beverages)
• Entertainment (About TV, movies or video games)
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• Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products.
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Qualifications:

• Speak and/or read English
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Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and start earning extra income today!

Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require no previous experience and offer unmatched flexibility. Choose the studies that suit you best—whether online, in-person, or over the phone—and get paid for sharing your opinions.

Don't miss out on this chance to turn your free time into valuable earnings!

Participants are needed on a wide range of topics such as:

• Health Issues (Research for cures and new medications to treat ailments)
• Consumer Products (Your experience with consumer products)
• Shopping (Shopping experiences)
• Internet Usage (How you use the internet)
• Vehicles (recreational vehicles and automobiles)
• Employment (Various types of jobs or career fields)
• Food & Beverages (the consumption of various foods and beverages)
• Entertainment (About TV, movies or video games)
• Social Media (the use of different social media platforms)
• Financial (Banking and investing)
• Retirement (Planning what, when and how)
• Gender (studies based on your gender)
• Housing (Renters or Homeowners)

Compensation:

• Earn up to $250+ in Just ONE Hour! (Focus Group Session)
• Earn up to $3,000+ (Multi-Session Studies)

Benefits:

• Flexibility to take part in discussions online or in-person.
• No commute needed if you choose to work from home.
• No minimum hours. You can do this part-time or full-time
• Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products.
• You get to review and use new products or services before they are launched to the public.

Qualifications:

• Speak and/or read English
• Must be 18yrs old or older
• Must have either a phone, computer or tablet with internet connection

Experience:

• Start Immediately - No Experience Needed! Anyone Can Participate!

Education:

• Open to all education levels - Your opinion matters!