Category: Talent
Photo by Richard Hurd
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.
Photo by Richard Hurd
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.
Photo by Richard Hurd
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.
Photo by Richard Hurd
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.
Photo by Richard Hurd
Alicia Kiser Promoted to Vice President of Human Resources at M3
Alicia Kiser, MBA, PHR, has been promoted to vice president of human resources at M3 Insurance, effective January 1, 2020. In this role, Alicia leads M3’s company-wide human resources strategy including workforce development, compensation, benefits, recruiting and retention, human resources information systems (HRIS), and employee engagement work. With this promotion, Alicia becomes a member of M3’s senior leadership team and will work to develop and support M3’s strategic s.
Alicia joined M3 in April 2011 as a human resources generalist and was named M3’s director of human resources in 2017. She has been an integral part of M3’s inclusion and diversity committee and chairs the agency’s women’s business resource group.
M3’s evolving leadership structure represents continued agency growth and a commitment to building a strong infrastructure from which to serve M3’s clients while remaining independent and privately owned.
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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.