Banking And Financial Services Jobs in Appleton

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

Amplitel Technologies is a security-focused Managed Service Provider (MSP) based in Northeast Wisconsin. We serve government agencies, municipalities, manufacturing firms, and highly regulated businesses with secure, transparent, high-quality technical solutions. We are looking for a hands-on, client-focused Service Delivery Manager to oversee IT service delivery and ensure operational excellence through the delivery of high-quality, responsive support to our customers. This is an on-site opportunity located in Kaukauna, WI.

We’ll provide:

• Generous benefits package including health/dental/vision insurance, PTO, and Simple IRA
• Quarterly Incentive opportunities
• Additional perks including a gym membership and IT training reimbursement
• Predictable set schedule of 7:45am - 4:45pm to help promote work/life balance
• A collaborative environment that provides feedback on a regular basis
• Salary of $70k+ based on experience

What you’ll do:

• Oversee day-to-day service operations, drive process improvement initiatives, and collaborate closely with projects to ensure legendary client experiences
• Monitor service delivery against SLAs, analyze metrics, and ensure compliance using tools and SOPs
• Ensure managed environments are fully maintained with appropriately supported updates, patches and/or service packs in line with system maintenance policies
• Monitor ticket queues and assign work to team members, and ensure escalation procedures are followed
• Lead and support the IT Service Teams by providing resources, coaching, and professional development.
• Oversee scheduling, timesheets, on-call rotations, and vacation requests
• Act as an escalation point for client interactions as needed to direct to the appropriate operational resources
• Complete post incident investigation and reporting for internal and client facing perspectives and action plans for future prevention of further incidents

Skills You’ll Need:

• Proven work experience as a Service Delivery Manager or similar role that involved coaching, developing and motivating staff
• Strong leadership and team management skills with a focus on accountability and process adherence
• Experience driving KPI’s/metrics/allocating resources
• Strong understanding of computer systems, mobile devices, network infrastructure and other IT related services

Ready to Apply?

Quick apply with your resume

OR

Get a head start on the application process through our online portal here:

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