Jennifer Moen Email and Phone Number
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Experienced Financial Management Professional with a proven track record of providing superior leadership in the financial industry, developing staff, building partnerships, and networking while maintaining a high level of customer service.
Nicolet National Bank
View- Website:
- nicoletbank.com
- Employees:
- 385
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Vp Treasury ManagementNicolet National Bank Nov 2022 - PresentEau Claire, Wisconsin, United States
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Treasury Management OfficerSecurity Financial Bank Apr 2022 - Nov 2022Eau Claire, Wisconsin, United States -
Cash Management SpecialistNorthwestern Bank Oct 2018 - Apr 2022Chippewa Falls WiManage all elements of Cash Management and sales process including business development, prospect qualification, needs analysis and presenting proposals. Proactively identify opportunities to provide additional services to existing clients and partner with the Commercial Bankers on prospect calling. To provide a range of commercial and retail banking depository services within Northwestern Bank’s established policies, procedures, and guidelines to individual customers. -
Treasury Management OfficerUnited Bank Apr 2016 - Oct 2018Eau Claire, Wisconsin AreaManage all elements of the Treasury Management team and sales process including business development, prospect qualification, needs analysis and presenting proposals. Proactively identify opportunities to provide additional services to existing clients and partner with the Business Bankers on prospect calling. To provide a range of lending and non-lending commercial and retail banking services within United Bank’s established policies, procedures, and guidelines to individual customers. Perform routine clerical duties to initiate the service requested by the customer. -
Branch Manager/AvpUs Bank Aug 2015 - Mar 2016Eau Claire Wi• Manage a team of six to provide superior customer service• Originate and close consumer loans, including 1st mortgage refinances and home equity loans• Continually increase loan balances • Originate and close small business loans through Project Gold• Actively promote growth of the branch by cross selling and making outbound calls• Adhere to operational guidelines to assure acceptable audits• Achieved Quarterly Pinnacle in 2002, 2004, 2006, 2009, 2010• Achieved Annual Pinnacle Top Tier 2009 Manager of the Year• Achieved Annual Pinnacle 2010• Customer Service Coordinator• United Way Campaign Coordinator -
Pcg/Trust Relationship Manager/AvpU.S. Bank Nov 2011 - Jul 2015Eau Claire, Wisconsin Area• Manage relationships and grow existing wealth management portfolios• Promote growth of the Private Client Group by making outbound sales calls and building a network of centers of influence• Adhere to policies and procedures to assure acceptable fiduciary standards• Actively promote growth of the bank by cross selling and making referrals
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Branch ManagerU.S. Bank Jun 2000 - Nov 2011• Manage a team of six to provide superior customer service• Originate and close consumer loans, including 1st mortgage refinances and home equity loans• Continually increase loan balances • Originate and close small business loans through Project Gold• Actively promote growth of the branch by cross selling and making outbound calls• Adhere to operational guidelines to assure acceptable audits• Achieved Quarterly Pinnacle in 2002, 2004, 2006, 2009, 2010• Achieved Annual Pinnacle Top Tier 2009 Manager of the Year• Achieved Annual Pinnacle 2010• Customer Service Coordinator• United Way Campaign Coordinator
Jennifer Moen Skills
Frequently Asked Questions about Jennifer Moen
What company does Jennifer Moen work for?
Jennifer Moen works for Nicolet National Bank
What is Jennifer Moen's role at the current company?
Jennifer Moen's current role is VP Treasury Management.
What is Jennifer Moen's email address?
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What is Jennifer Moen's direct phone number?
Jennifer Moen's direct phone number is +171593*****
What skills is Jennifer Moen known for?
Jennifer Moen has skills like Leadership, Loans, Banking, Management, Customer Service, Sales, Retail Banking.
Who are Jennifer Moen's colleagues?
Jennifer Moen's colleagues are Jodi Schwalbach, Dan Biebel, William Roberts, David Konrath, Brandon Borowiak, Lisa Rickert, Tony Braun.
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Jennifer Moen
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