Ty Beck Joins Oak Bank as Vice President of Business Banking

Oak Bank, Fitchburg’s community bank since 2000, expands its business banking team with the addition of Ty Beck as Vice President of Business Banking.

Beck joins Oak Bank with over 17 years of financial experience, with his most recent ten years working in community banking at Park Bank.

“Ty is a strong advocate for his business clients and works tirelessly to help them solve problems and take advantage of opportunities,” said Terry Taylor, President at Oak Bank. “Ty is a genuine, caring individual and his energy and enthusiasm are contagious. Like everyone on the Oak Bank team, Ty is passionate about helping others.”

Beck will work with the Oak Bank business banking team to lead strategic development and closely work with current and new business clients to fully capitalize on growth to help them reach their financial goals. “I am extremely excited to have joined the Oak Bank family because of the way they value and care for their clients, their associates and the communities they serve,” said Beck. “Every decision is made locally and on an individual basis. They treat folks the way they would want to be treated themselves.”

Beck was born and raised in Oshkosh and has lived in the Madison area for over 20 years. He graduated with an Anthropology degree from the University of Wisconsin Madison, with an emphasis in Archaeology. This led Ty to work for six years as a research archaeologist in backcountry Alaska prior to starting his financial career in 2002. Ty and his family (his wife, three kids and two dogs) are very active and enjoy most outdoor activities like running, triathlons and cycling.

Company Background
Oak Bank is celebrating 20 years of deep roots in the Fitchburg community and Madison areas. The community bank meets the financial needs of homeowners and businesses by offering top-notch service, quick answers and unique solutions, all while supporting over 100 local nonprofits each year. Visit oakbankonline.com to learn more.

Oak Bank Hiring Director of First Impressions

Department: Client Service
Type of Position: Full-time
Location: Fitchburg, WI
Date Generated: January 31, 2020

Position Summary

The Director of First Impressions serves as the first point of contact for clients of Oak Bank in person and through telephone contact. The Director of First Impressions must be well organized, flexible and have multi-tasking ability. He or she must display a high level of professionalism and courteousness at all times to clients and associates.

Position Responsibilities:

• Project a courteous, professional and service-oriented image to all clients, vendors, visitors, and associates
• Operate a multi-line telephone and receptionist software to ensure calls are directed to appropriate departments in a courteous and timely manor
• Exhibit confidence and maintain confidentiality
• Ensure the daily functions of the lobby area run smoothly and provide administrative support to the CEO, President and other Oak Bank associates
• Assist Executive Assistant with various projects by creating and maintaining documents using MS Office Suite and other database or web-based applications
• Assist with board meeting preparations and conference room set up for meetings
• Assist Executive Assistant with Oak Financial Inc. shareholder records and stock transactions
• Issue timely communications with detail and accuracy
• Maintain kitchen / client refreshment areas to ensure cleanliness and good order
• Manage inventory of office, kitchen, and client refreshment supplies
• Operate postage meter for outgoing mail and distribute incoming mail and faxes
• Assist with and attend special bank functions as needed
• Demonstrate reliable attendance
• Other duties as assigned

Qualifications (Education, Work Experience, Skills):

• High School Diploma or equivalent
• Strong interpersonal etiquette and written communications
• Experience as receptionist/administrative assistant preferred
• Proficient knowledge of MS Office Suite
• Friendly, positive attitude and sense of humor

Contact Human Resources at 608.441.6000 for information on current openings or email us at hr@oakbankonline.com.

Patrick Rees Joins Capitol Bank as Assistant Vice President Commercial Lending

Madison, WI: Ken Thompson, President and CEO of Capitol Bank, is pleased to announce the hiring of Patrick Rees as Assistant Vice President Commercial Lending. He comes to Capitol Bank with 11 years of banking experience, 7 of which he has specialized in business banking. Patrick holds a bachelor’s degree from the University of Wisconsin – Madison.

“Early in his career, Patrick has proven himself as a Commercial Lender. We are excited to add his talent to an already strong and diverse team,” said Thompson.

Currently, Patrick serves as the Community Board Chair of the Rotary Club of Madison West Towne-Middleton. He also serves as a SCORE Mentor and was formerly a United Way campaign director.

Patrick and his wife live in Middleton with their two-year-old son and two Boston Terriers. His hobbies include gardening, cooking, bowling and following all Badger sports.

About Capitol Bank: Capitol Bank, locally owned and operated since 1995, is committed to serving the communities in which we live, work and do business. We are proud of the partnerships we have established with organizations, businesses and individuals in the Dane County area. Our philosophy of community support is demonstrated at the corporate level, as well as in the time and energy our employees devote to our community each year. Capitol Bank is Member FDIC.

Tonia Gregg Promoted to Account Executive

Madison, WI – Tonia Gregg was recently promoted to account executive at M3 Insurance. Specializing in employee benefits, Tonia’s evolving role at M3 will include consulting with and advising clients on the design, implementation and management of their benefit programs based on their current and future organizational goals.

Tonia joined M3 in December of 2017 as a senior account manager, bringing with her over 15 years of experience in the health insurance industry, particularly in the area of self-funding.

In her free time, Tonia enjoys volunteering for Dodgeville area schools as a coach for her two sons’ soccer teams.

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About M3

M3 is a top 50 insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work.

Nate Troyer Promoted to Account Executive at M3

Madison, WI – Nate Troyer, CIC, CPCU was recently promoted to account executive at M3 Insurance. He specializes in property and casualty insurance with a focus on manufacturing & distribution and international exposures. Nate serves as an advisor to his clients, assisting them with the design and implementation of customized coverage solutions and risk management programs.

Nate earned his Bachelor of Business Administration degree, with a double major in risk management/insurance and finance, investment and banking, from the University of Wisconsin–Madison in 2015. He joined the M3 team in June 2014 as an intern and obtained a strong foundation as an M3 account service professional before transitioning to his current position as an account executive.

In addition to his evolving role at M3, Nate currently serves as chair of the Coaches vs. Cancer Associate Board of Ambassadors.

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About M3

M3 is a top 50 insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work.