4 regional program manager jobs found in Appleton, WI

Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the client. Develops and executes the business development strategy, sales targets and the sales results for the assigned region. Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan. Act as the primary Relationship Manager for assigned client relationships...

Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the client. Develops and executes the business development strategy, sales targets and the sales results for the assigned region. Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan. Act as the primary Relationship Manager for assigned client relationships Leads / assists with...

With little direct supervision, this position provides expert technical and operational support, training and knowledge for all functions related to the bank's consumer loan processing and servicing operations functions and home equity servicing operations. This position will focus on handling complex loan transactions and will be a Subject Matter Expert on system functions and processes within the Consumer Loan Operations team. This role will also work directly with the Consumer Loan Operations Lead and Manager to assist in identifying process improvements and efficiencies within the team. This position will require working in the Operation Center Office in Appleton, WI as needed. DUTIES & RESPONSIBILITIES:? Create and review consumer loan closing packages to ensure compliance with regulatory and bank lending policy. Responsible to handle all simple and complex aspects of home equity or consumer loan transactions including but not limited to escrow...

The Senior Administrative Assistant will provide administrative support to Group leaders within the Advisor Group as well as related support for the Advisor Group as a whole. This role will generally support 2-3 leaders within the Advisor Group. This can be a remote position. However, our ideal candidate will need to reside within 30 miles of out Appleton, WI area. There will be periodic travel to our office or events. Job Duties and Responsibilities Provide day-to-day administrative support to the Front-Line Leaders, including email and calendar management, travel arrangements, submitting expense reports and other key responsibilities as assigned. Ensure leaders can focus on key jobs to be done and execute on plans for their model week/service models by thinking and acting proactively; use systems to assist them in managing calendar and prioritizing email/other incoming tasks. Collaborate with others in the Advisor Group and partners in the Centers of...