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Waukesha State Bank Company News & Updates

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Latest Press Releases

Waukesha State Bank Earns SBA Wisconsin Volume Lender Award - February 8, 2019

Waukesha State Bank Announces Retail Staff Promotions - January 31, 2019

Waukesha State Bank Celebrates 75 Years - January 17, 2019

Waukesha State Bank Rebrands Trust & Wealth Management Services - January 2, 2019

Ty R. Taylor Elected to Federal Home Loan Bank of Chicago Board - November 28, 2018

Waukesha State Bank Adds Online Small Business Loan Application Solution - November 21, 2018

Waukesha State Bank Hires Mortgage Consultant - November 15, 2018

Prairie Financial Group Hires Durham - October 17, 2018

Waukesha State Bank Hires Commercial Bankers - October 9, 2018

Waukesha State Bank Awards Scholarships to Carroll University Freshmen - October 1, 2018

Waukesha North High School Awarded $15,000 Gift from Waukesha State Bank - September 18, 2018

Waukesha State Bank Hires Price to Manage Payroll Division - August 29, 2018

Waukesha State Bank Promotes Aaron Frank - August 7, 2018

Waukesha State Bank Hires Vice President - Manager of Human Resources - August 1, 2018

Waukesha State Bank Hires Mortgage Consultant - July 25, 2018

Waukesha State Bank Promotes Swanson - July 11, 2018

Waukesha State Bank Hires Mortgage Sales Manager - June 27, 2018

Waukesha State Bank Promotes Lijewski - June 8, 2018

Waukesha State Bank Hires Mortgage Consultant - May 3, 2018

Waukesha State Bank Celebrates Community Banking Month with FREE Paper Shredding and More - April 2, 2018

Waukesha State Bank Employee Volunteer Group Donates Bears to Local Fire Department - March 15, 2018

Schaefer Retires from Waukesha State Bank - March 14, 2018

Gnadinger Named to Waukesha State Bank Board of Directors - March 1, 2018

Waukesha State Bank Hires Mortgage Consultant - February 26, 2018

Waukesha State Bank Hires Commercial Banker - February 23, 2018


Waukesha State Bank Earns SBA Wisconsin Volume Lender Award - February 8, 2019

WAUKESHA, Wis. (February 8, 2019) – Waukesha State Bank, a 13 branch independent community bank in Waukesha County, is proud to announce they are the recipient of the 2018 Wisconsin Small Business Administration (SBA) Volume Lender Award for banks with an asset size between $500 million and $1 billion. This is the second time receiving this award over the past five years. The award will be presented by the U.S. SBA’s Wisconsin District Director, Eric Ness, at the 2019 Wisconsin Lenders Conference on May 16, 2019.
 
“As an independent community bank and one of the largest SBA lenders in Waukesha County, Waukesha State Bank is committed to investing in the communities we serve to create vibrant places to live and work,” stated Ty R. Taylor, Waukesha State Bank President & CEO. “This award is reflective of the great SBA commercial banking team we have at WSB and the partnerships we’ve created with the businesses in our local communities.”
 
Waukesha State Bank was one 13 Wisconsin lenders that were honored for their commitment to small businesses in the fiscal year ending September 30, 2018. Waukesha State Bank generated a total of 26 SBA loans totaling over $7.6 million.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Announces Retail Staff Promotions - January 31, 2019

WAUKESHA, Wis. (January 31, 2019) - Waukesha State Bank is proud to announce the promotions of Mondi Hernandez, Angela Mierzwinski and Katie Reiners to assistant vice president – bank manager.

In their new positions, Hernandez, Mierzwinski and Reiners will continue to be responsible for all aspects of daily operations, including business development, personnel management, customer service, lending, relationship management and community service at their respective offices.

"Mondi, Angela and Katie have been instrumental in Waukesha State Bank’s success, and these promotions are reflective of the commitment they have made to serving the Waukesha, Oconomowoc and Brookfield communities respectively," stated Devon Arnold, Waukesha State Bank vice president - retail banking manager.

A native of Waukesha, Mondi Hernandez has nearly 15 years of industry experience and started her career with Waukesha State Bank in 2005. She has held varying positions at the bank including teller, assistant teller supervisor and personal banker before being promoted to bank manager of the former Silvernail Road office in 2014. She transitioned to bank manager of the W. Sunset Drive office in 2015 and then to the bank manager of E. Racine Avenue office in 2016. Hernandez holds a bachelor’s degree in criminal justice with a minor in sociology from the University of Wisconsin – Parkside and is active in community organizations within Waukesha County serving on the Waukesha Choral Union board and volunteering with Hadfield Elementary School’s Reader’s Café and SecureFutures.

Angela Mierzwinski earned her associate’s degree from the University of Wisconsin-Waukesha and started her career with Waukesha State Bank in 2008. She has held various positions during her tenure from teller to customer service representative, assistant teller supervisor, teller supervisor, and personal banker before being promoted to bank manager of the Meadowbrook Road office in 2013. She transitioned to bank manager of the Oconomowoc office in 2016, and is active in Waukesha County non-profit organizations serving on the board of the Oconomowoc Chamber of Commerce and as a volunteer with Junior Achievement and SecureFutures. In October of 2018, she was honored with a Certificate of Excellence from the Wisconsin Bankers Foundation for efforts in advancing financial education in Wisconsin.

Katie Reiners joined Waukesha State Bank in 2010 as a teller. She served as an assistant teller supervisor, teller supervisor/personal banker and personal banker before being promoted to bank manager of Waukesha State Bank’s Brookfield office in 2013. Reiners is a Waukesha native and graduate of Waukesha County Technical College with an associate’s degree in real estate. She is a member of Waukesha State Bank’s employee volunteer group, Helping Hearts, though which she organizes various volunteer projects and community service opportunities throughout the year. In addition she currently serves as treasurer for the Hope Center’s board of directors and volunteers with Hadfield Elementary School’s Reader’s Café and SecureFutures.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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Waukesha State Bank Celebrates 75 Years - January 17, 2019

WAUKESHA, Wis. (January 17, 2019) - Waukesha State Bank, a 13 branch independent community bank in Waukesha County with $975 million in assets, is planning a year of events and celebrations in 2019 to commemorate the company’s 75th anniversary. The bank was founded in Waukesha, Wisconsin in 1944 and has grown to 13 offices serving all of Waukesha County.
 
Commenting on this important milestone, Waukesha State Bank President & CEO, Ty R. Taylor stated, “It is an honor to celebrate 75 years of serving Waukesha County. Thank you to our employees and business partners that have played significant roles in our company’s success and to our customers who have been loyal to us over the years.”
 
To recognize this historic achievement the bank is planning a number of activities throughout the year, including:
  • Anniversary Week (June 10 – 15, 2019): Giveaways, a photo contest, refreshments and more!
  • Quarterly Drawings for $750: Visit www.waukeshabank.com/celebrating-75-years to enter.
  • $7,500 Non-Profit Grant Opportunity: Waukesha County non-profits will have a special opportunity to win a $5,000 (1st place), $2,000 (2nd place) or $500 (3rd place) grant in 2019. Applications will be available in March with the winners being announced in June during the anniversary week.
  • Historical Lobby Display: Visit the bank’s Downtown Waukesha location at 151 E. St. Paul Avenue to view Waukesha State Bank memorabilia.
  • History Book: Visit any Waukesha State Bank location to pick up a history booklet.
  • Employee Community Giving Initiative: For a unique twist to the bank’s 2019 community giving, each of the bank’s 300 employees will get $75 to donate to their favorite Waukesha County non-profit, school or church.
“I don’t think anyone could have imagined 75 years ago that Waukesha State Bank would grow to be an almost billion dollar bank. Over the past 75 years, we’ve been able to help build businesses, fulfill home ownership dreams and help people save for their future. We look forward to 75 more years of serving the community,” added Taylor.
 
To learn more, please visit www.waukeshabank.com/celebrating-75-years. Follow the bank at www.facebook.com/waukeshastatebank, http://www.twitter.com/waukeshabank and www.linkedin.com/company/waukesha-state-bank for real-time updates.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.
 

Waukesha State Bank Rebrands Trust & Wealth Management Services - January 2, 2019

Prairie Financial Group Repositions Brands to Prairie Trust and Waukesha State Bank Wealth Management

WAUKESHA, Wis. (January 2, 2019) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, is dividing their Prairie Financial Group division into two separate brands — Prairie Trust and Waukesha State Bank Wealth Management.
 
Initially launched in 2013 as an advisor-friendly trust division, Prairie Financial Group was branded with the intent to expand its national footprint as a delegated personal trust administrator. However, with the recent growth of its other wealth management services, there’s become a need for added emphasis on the local connection to Waukesha State Bank.
 
"Our wealth management services, while well-established, are not well-known as a part of the bank’s offerings, making relationships more difficult to build at a local level. This has led us to the natural decision to rebrand to Prairie Trust and Waukesha State Bank Wealth Management," said Victor Schultz, President & Chief Fiduciary Officer.
Prairie Trust will focus strictly on personal trust administration and estate settlement services. Replacing "Financial Group" with "Trust" is intended to highlight the trust and fiduciary administration services provided, which is unique from many other financial service firms.
 
Waukesha State Bank Wealth Management will become the brand for investment management, financial planning and qualified retirement plan services. These services are primarily provided to local clients who have additional commercial and retail relationships with Waukesha State Bank, bringing the banking and investment needs together under one brand. This change will also support the launch of private banking services later in the year.
 
"Waukesha State Bank is a well-known brand in southeast Wisconsin and we believe it is important to align the wealth management services and banking under that name, while continuing to expand Prairie Trust at a national level. Moving forward, clients will enjoy the same exceptional service from our team, now delivered under two brands," said Schultz.
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About Waukesha State Bank
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex, and Waukesha. For more information, visit www.waukeshabank.com
 
About Prairie Trust
Prairie Trust is the premier fiduciary-focused trust company in Wisconsin specializing in personal trust administration, estate settlement services, and special needs trust expertise. Prairie Trust practices an Advisor-Friendly approach, collaborating with financial advisors in the responsibilities of trust management. For more information on Prairie Trust, visit www.prairietrust.com.

 

Ty R. Taylor Elected to Federal Home Loan Bank of Chicago Board - November 28, 2018

WAUKESHA, Wis. (November 28, 2018) – Waukesha State Bank, a 13 branch independent community bank in Waukesha County, is proud to announce the recent election of their President & CEO, Ty R. Taylor, to the Federal Home Loan Bank of Chicago’s (FHLBC) Board of Directors.
 
The FHLBC is a $91 billion wholesale bank and one of 11 district banks chartered in 1932 by the U.S. Congress to provide financial products and services that assist and enhance the financing of housing and community lending. It is cooperatively owned by its 720 member banks, credit unions and insurance companies, with a service area covering Wisconsin and Illinois. As the FHLBC’s newest member-director, Taylor will serve a four-year term beginning January 1, 2019.
 
“I view the FHLBC as an invaluable resource for Wisconsin and Illinois lenders as it enables member banks to compete with the large national players in the banking and mortgage industry,” stated Taylor. “I look forward to furthering the mission of supporting home ownership and community investment.”
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.
 

Waukesha State Bank Add Online Small Business Loan Application Solution - November 21, 2018

WAUKESHA, Wis. (November 21, 2018) – Waukesha State Bank, a 13 branch independent community bank in Waukesha County, announces that is will offer digital lending capabilities to small business customers through collaborations with Fundation Group LLC, a leading digitally-enabled lender and credit solutions provider to regional banks and through BancAlliance, a community banking network that provides lending opportunities to its members. The application is available online at www.waukeshabank.com.
 
"Our new online small business loan application will allow us to provide customers with fast access to funds up to $150,000," said Tina Neis, Waukesha State Bank vice president and commercial credit manager. "Existing and prospective customers can apply in minutes and get funding in as soon as one day after a fully completed application."
 
According to the 2018 FDIC Small Business Lending Survey, "Very few small or large banks accept small business loan applications online." Waukesha State Bank’s new online small business loan application will deliver best-in-class credit solutions to small businesses. These funds can be used to supplement cash flow, make capital improvements, purchase equipment and more.
 
Sam Graziano, CEO of Fundation, added, "Our platform was developed to deliver credit to small businesses with speed and convenience without asking them to compromise the quality of product and pricing they expect from their banking partner. Aided with this new capability, Waukesha State Bank will be able to offer their local small business customers a market leading lending program."
 
Waukesha State Bank will also continue to offer personalized, larger commercial lending solutions, up to their $20 million lending limit.
 
About Waukesha State Bank
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.
 
About Fundation
Fundation Group LLC is a credit solutions provider focused on the small business market nationally. Fundation is a leader in providing technology and application processing services to support more than 25 super regional, regional and community banks. Fundation’s solutions enable its financial services clients to develop a digital lending capability, provide a greater customer experience, drive cost efficiency into their small business lending program, and maximize the number of customers they can serve. Fundation’s services range from simple referral partnerships to customized, integrated lending programs. The Company also partners with a wide array of organizations that serve the small business market in various capacities to deliver credit products to the business community nationwide. For more information, please visit www.fundation.com.
 
About BancAlliance
BancAlliance is a network of over 250 community banks that provides lending opportunities to its members through their Commercial Loan Program and fintech partnerships. Learn more about how the network expands the reach of community banking at www.bancalliance.com.
 

Waukesha State Bank Hires Mortgage Consultant - November 15, 2018

WAUKESHA, Wis. (November 15, 2018) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has hired Craig Mariani as mortgage consultant.
 
“We are pleased to welcome Craig to the Waukesha State Bank mortgage lending team,” stated Robert B. Helvey, Waukesha State Bank vice president – mortgage lending manager. “His extensive mortgage lending experience and commitment to relationship building will position him well to serve the needs of borrowers in Waukesha County.”
 
Craig comes to Waukesha State Bank from BMO Harris Bank where he served as a mortgage banker. He has over 15 years of residential lending and sales experience specializing in construction, Veteran Administration, and low down payment loan options. In his new role as mortgage consultant, Craig will be responsible for originating mortgage loans, which includes meeting with prospects, taking mortgage applications, counseling borrowers and developing relationships with Realtors, builders, financial service providers and various community groups. He and his family currently reside in Mukwonago.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Prairie Financial Group Hires Durham - October 17, 2018

WAUKESHA, Wis. (October 17, 2018) – Prairie Financial Group®, a division of Waukesha State Bank, has hired Jean Durham as senior personal trust associate.
 
“I am very excited to announce the addition of Jean to the Prairie team,” stated Victor J. Schultz, president and chief fiduciary officer of Prairie Financial Group. “Her extensive legal experience makes her a perfect fit for this position.”
 
Jean Durham comes to Prairie Financial Group from Bank Mutual, where she worked for seven years as staff attorney and paralegal. She has broad legal skills and is an expert in analysis and negotiation of contracts, bank account titling and real estate transactions. In her new role with Prairie, Jean will be responsible for supporting Prairie’s senior trust administrators, with an emphasis on estate settlement administration, real estate management and contract review.
 
Jean holds a Juris Doctor from Northwestern University School of Law and a Bachelor of Arts in psychology from Northwestern University. She is active in the community volunteering with Feeding America Eastern Wisconsin and Boy Scout Troop 530. She and her family currently reside in Greenfield.
 
Prairie Financial Group, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, retirement plan services, investment management and not-for-profit services. Prairie Financial Group also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Financial Group, visit www.prairiewealth.com.
 
Founded in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Hires Commercial Bankers - October 9, 2018

WAUKESHA, Wis. (October 9, 2018) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has hired David Rosenwald as vice president – commercial banking team lead and Kyle Kees as vice president – commercial banking officer.
 
“The addition of David and Kyle, to our commercial banking team, reflects Waukesha State Bank’s ongoing commitment to provide an outstanding level of customer service,” stated Tony Laszewski, Waukesha State Bank senior vice president – commercial banking manager. “To have professionals of this caliber join our company is indicative of our commitment toward supporting the needs and goals of the local business market.”
 
David holds a Bachelor of Science degree in business administration from Carroll University and comes to Waukesha State Bank from First Federal Bank of Wisconsin where he served as chief lending officer. He has over 25 years of experience, which includes commercial, residential and consumer lending as well as credit administration and management. In his new role as vice president – commercial banking team lead, David will be responsible for helping shape the commercial banking department’s sales culture, business development and market visibility, which includes talent recruitment and coaching, referral relationship development, direct marketing and commercial loan portfolio management.
 
David is active in the local community serving on the La Casa Foundation board and Carroll University’s President’s Advisory Council. In addition, he volunteers with Brother Bob’s Sport’s Prison Ministry, the Ronald McDonald House and his local church. He and his family currently reside in Waukesha.
 
Kyle has over 10 years of financial experience specializing in commercial lending and earned his Bachelor of Business Administration degree in finance from the University of Wisconsin – Milwaukee. Prior to joining Waukesha State Bank, Kyle worked for the State Bank of Chilton as vice president. In his new role as vice president – commercial banking officer, Kyle will be responsible for prospecting, developing and managing commercial loan portfolios. He and his family currently reside in Menomonee Falls.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Awards Scholarships to Carroll University Freshmen - October 1, 2018

WAUKESHA, Wis. (October 1, 2018) – Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, awarded 20, $1,000 scholarships to incoming freshmen at Carroll University.

“We are proud to have supported Carroll University scholarships for the last 22 years,” said Ty Taylor, president and CEO of Waukesha State Bank. “Our annual scholarship commitment demonstrates our pledge to education and our local students.”

Waukesha State Bank began their Carroll University scholars program in 1996 to support Carroll students, from Waukesha County high schools, in their freshmen year. Scholarships are awarded based on extracurricular activities, community service and job experience. To date, the program has impacted over 350 Carroll students.

“We are grateful for Waukesha State Bank’s continued commitment to Carroll University and our students,” stated Melissa Baxter, director of foundation and corporate relations for Carroll University. “Through the years, many of the local students supported by Waukesha State Bank have stayed in the area and continued their impact through work, family and volunteerism.”

The 20 2018-19 Waukesha State Bank scholarship recipients are Megan Ansley of Brookfield, Kayla Cardenas of Muskego, Taylor Dora of Sussex, Zachary Fifield of Waukesha, Rachel Fordham of Waukesha, Amanda Gall of Sussex, Emily Gaskell of Brookfield, Andrew Grady of Muskego, Meghan Hayes of Milwaukee, Emily Hirn of Sussex, Josie Jackson of Waukesha , Anessa McCormick of Menomonee Falls, Jessica Mueller of Sussex, Hannah Schneider of Muskego, Eva Schwerer of Oconomowoc, Rebecca Stec of Waukesha, Megan Stritesky of Brookfield, McKenna Walczak of Sussex, Hope Weil of Hartland, and Kaitlyn Zanon of Waukesha.

About Waukesha State Bank
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit www.waukeshabank.com.

About Carroll University
Carroll University was incorporated in 1846, making it Wisconsin’s first four-year institution of higher learning. Situated in Waukesha, the independent, co-educational comprehensive university is grounded in the liberal arts tradition, and offers more than 95 areas of study, multiple graduate programs and a clinical doctorate in physical therapy. For more information, visit www.carrollu.edu, and follow us on Twitter and Facebook.

 

Waukesha North High School Awarded $15,000 Gift from Waukesha State Bank - September 18, 2018

WAUKESHA, Wis. (September 18, 2018) – Waukesha North High School received a $15,000 gift from Waukesha State Bank to be used for their new football stadium scoreboard.

The new scoreboard features upgraded LED and wireless technology and is able to facilitate all of the outdoor competitions held in the stadium. The scoreboard was selected for its durable construction, functional features and aesthetic compliment to the recently updated turf and track surfaces.

“Waukesha State Bank has been a valued community partner for many years,” stated Brian Schlei, athletics and activities director of Waukesha North High School. “We are grateful for their very generous gift and for their continued commitment to Waukesha North High School and to the Greater Waukesha community. This donation will be a significant addition to Waukesha North’s athletics program by allowing us to provide a better experience for our student athletes and fans.”

“Investing in Waukesha and the other local communities we serve is our mission,” said Ty Taylor, president and CEO of Waukesha State Bank. “We are a proud supporter of Waukesha North High School athletics and this sponsorship demonstrates our commitment to education and our local students.”

Founded in 1974, Waukesha North strives to provide and maintain a comprehensive athletic program that seeks the greatest development possible of its participants within the framework of the total district educational program. The goal is to provide avenues for intellectual and interpersonal growth, social development, as well as to improve student-athletes physically and emotionally. For more information, visit https://sdw.waukesha.k12.wi.us/NorthHS.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit www.waukeshabank.com.

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Waukesha State Bank Hires Price to Manage Payroll Division - August 29, 2018

WAUKESHA, Wis. (August 29, 2018) – Payroll Complete, a division of Waukesha State Bank, is proud to announce the addition of DeAnne Price as payroll services manager. She brings over 10 years of payroll processing and human resources experience with a focus on the needs of the customer.

“We are pleased to welcome DeAnne to Waukesha State Bank’s Payroll Complete team,” stated Pat Witkowiak, Waukesha State Bank vice president – manager of operations. “Her elevated skills in the areas of leadership, project management, payroll processing efficiencies and cross-training will be a true asset to our team.”

DeAnne comes to Waukesha State Bank from Jacobus Energy, Inc. where she served as payroll and human resources administrator. Prior to Jacobus, she worked at Paychex where she held various leadership roles from client services and implementation supervisor to senior human capital management consultant. She has extensive experience in payroll processing, human resources, client onboarding, customer service and management. In her new role as Payroll Complete’s payroll services manager, DeAnne will be responsible for new business development, customer relations and servicing, and new product development and implementation. In addition, she will manage the division’s daily operations and oversee personnel management. DeAnne is looking forward to building on the division’s proven success of providing high-quality payroll services to the businesses of Waukesha County.

Payroll Complete, a division of Waukesha State Bank, has been processing business’ payroll since 1971. They offer a variety of products and services, including Online Payroll, Web-Clock Timekeeping, HR Services, Pay-As-You-Go Worker’s Compensation, Affordable Care Act Application, Employee Onboarding Solution, General Ledger Export, Paid-Time-Off Accrual, Human Resource Information System and Third Party Payment Service. For more information on Payroll Complete, visit www.waukeshabank.com/payroll-services/payroll-services.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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Waukesha State Bank Promotes Aaron Frank - August 7, 2018

WAUKESHA, Wis. (August 7, 2018) - Waukesha State Bank is proud to announce the promotion of Aaron Frank to vice president – bank manager.

“Aaron has built a strong following of customers and has contributed to the growth of our Pewaukee office by providing individualized attention to every relationship,” stated Devon Arnold, vice president and retail banking manager of Waukesha State Bank. “This promotion recognizes his exceptional commitment to the community, our customers and the bank.”

Aaron started his career with Waukesha State Bank in 2000 as a teller. He has held varying positions at the Bank from personal banker to bank manager of the Meadowbrook Road office in Waukesha before becoming bank manager of the Pewaukee location in 2012. In 2016, he was promoted to assistant vice president and officer. In his new position as vice president – bank manager, Aaron will continue to be responsible for all aspects of daily operations, including business development, personnel management, customer service, lending, relationship management and community service for the Pewaukee Waukesha State Bank location.

Aaron is actively involved with his community currently serving as secretary with the Pewaukee Chamber of Commerce and as the education taskforce chair with Dementia Friendly Pewaukee.

He and his family currently reside in Waukesha.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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Waukesha State Bank Hires Vice President - Manager of Human Resources - August 1, 2018

WAUKESHA, Wis. (August 1, 2018) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has hired Kim Castillo Huntley as vice president – manager of human resources.
 
“We are pleased to welcome Kim to the Waukesha State Bank team,” stated Ty R. Taylor, president and CEO of Waukesha State Bank. “Her 20 years of human resources experience will be a true asset to our organization.”
 
Kim comes to Waukesha State Bank from Saint John’s Communities, where she served as human resources director. She holds a bachelor’s degree in public relations and human resources from the University of Wisconsin – Whitewater and has extensive skills in the areas of process improvement, leadership training, HRIS implementation, employee relations and benefit administration. In her new role, Kim will be responsible for high level, strategic planning and oversight in the areas of recruitment, employee relations and employee benefits, which includes talent acquisition, onboarding and retention, training and development, performance management, payroll oversight, and benefits administration.
 
Kim has a strong commitment to the community, currently volunteering with St. John Vianney’s Family Formation and as an assistant coach with their track team. In addition, she also volunteers with her children’s various sporting events, including running concessions and helping with tournaments.
 
Kim and her family currently reside in Brookfield.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Hires Mortgage Consultant - July 25, 2018

WAUKESHA, Wis. (July 25, 2018) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has hired David Curran as mortgage consultant.
 
“We are pleased to welcome David to the Waukesha State Bank mortgage lending team,” stated Robert B. Helvey, Waukesha State Bank vice president – mortgage lending manager. “His extensive mortgage lending experience will add value to our ongoing commitment of supporting the needs and goals of our customers.”
 
David has 16 years of residential lending experience and holds a master’s degree from the University of Wisconsin – Milwaukee. Prior to joining Waukesha State Bank, he served as a mortgage banker for BMO Harris Bank. In his new role as mortgage consultant, David will be responsible for originating mortgage loans, which includes meeting with prospects, taking mortgage applications, counseling borrowers and developing relationships with Realtors, builders, financial service providers and various community groups.
 
David is active in the local community serving on the board for the Optimist Club of Menomonee Falls and the Menomonee Falls Neighborhood Watch. Additionally, he volunteers with the Falls Patio Players and Irish Fest. He and his family currently reside in Menomonee Falls.
 
Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

 

Waukesha State Bank Promotes Swanson - July 11, 2018

WAUKESHA, Wis. (July 11, 2018) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, is proud to announce the promotion of Joe Swanson to bank manager of its Meadowbrook Road office in Waukesha.

Joe Swanson started his career with Waukesha State Bank in 2015. He has held varying positions at the Bank from teller to customer service representative, assistant teller supervisor, teller supervisor and most recently teller supervisor/personal banker of the Muskego office. With Joe’s promotion to bank manager of the Meadowbrook Road office, he will be responsible for all aspects of daily office operations, including business development, personnel management, customer service, lending, relationship management and community service.

Joe is active in the local community through his membership with the Waukesha State Bank employee volunteer group, Helping Hearts. Through the group, he organizes various volunteer projects and community service opportunities throughout the year.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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Waukesha State Bank Hires Mortgage Sales Manager - June 27, 2018

WAUKESHA, Wis. (June 27, 2018) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has hired David Bednarski as mortgage sales manager.

“We are pleased to welcome David to the Waukesha State Bank mortgage lending team,” stated Robert B. Helvey, Waukesha State Bank vice president – mortgage lending manager. “His extensive mortgage lending experience, combined with his passion for customer service and his team leadership skills, position him well to continue our ongoing commitment of supporting the needs and goals of homeowners in Waukesha County.”

David comes to Waukesha State Bank from Wisconsin Bank & Trust where he served as mortgage sales and portfolio lending manager. He has nearly 20 years of residential lending experience, which includes managing and coaching mortgage loan officers, executing sales strategies, and originating loans. In his new role as mortgage sales manager, David will be responsible for promoting an effective mortgage sales environment, through regular sales training and coaching, to achieve bank production goals.

David is active in the local community serving as vice president of the New Berlin West Youth Football Club. He and his family currently reside in New Berlin.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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Waukesha State Bank Promotes Lijewski - June 8, 2018

WAUKESHA, Wis. (June 8, 2018) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, is proud to announce the promotion of Liz Lijewski to bank manager of its New Berlin office.

Liz Lijewski started her career at Waukesha State Bank in 2010. She has held varying positions at the Bank from teller to customer service representative, assistant teller supervisor, personal banker and most recently bank manager of the Meadowbrook Road office in Waukesha. With Liz’s promotion to bank manager of the New Berlin Waukesha State Bank office, she will be responsible for all aspects of daily office operations, including business development, personnel management, customer service, lending, relationship management and community service. 

Liz is active in the local community through her membership with the Waukesha State Bank employee volunteer group, Helping Hearts. Through the group, she organizes various volunteer projects and community service opportunities throughout the year. She is also a member of the SummerStage of Delafield’s Fund Committee and the Wales Business Group.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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Waukesha State Bank Hires Mortgage Consultant - May 3, 2018

WAUKESHA, Wis. (May 3, 2018) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has hired Mike Kurth as mortgage consultant.

“We are pleased to welcome Mike to the Waukesha State Bank mortgage team,” said Robert B. Helvey, Waukesha State Bank vice president – mortgage lending manager. “His extensive mortgage lending experience, combined with his excellent communication skills, will be a great benefit to Waukesha County home buyers.”

Mike comes to Waukesha State Bank from Quest Home Loan Center where he served as a mortgage loan originator. He has 20 years of residential lending experience, specializing in construction, rehabilitation and low down payment loan options. In his new role as mortgage consultant, Mike will be responsible for originating mortgage loans, which includes meeting with prospects, taking mortgage applications, counseling borrowers and developing relationships with Realtors, builders, financial service providers and various community groups.

Mike is active in the local community volunteering with Special Olympics of Wisconsin. He and his family currently reside in Pewaukee.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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Waukesha State Bank Celebrates Community Banking Month with FREE Paper Shredding and More - April 2, 2018

WAUKESHA, Wis. (April 2, 2018) - Waukesha State Bank is celebrating Community Banking Month, throughout April, with a variety of community activities, including free paper shredding days.

“Community Banking Month is a chance for Waukesha State Bank, as one of the largest independent, community banks in the state of Wisconsin, to celebrate our role in strengthening our local communities,” said Stephanie Ohlfs, Waukesha State Bank Vice President – Marketing Manager. “This April, we’re excited to again offer free paper shredding for the public to safely dispose of their personal paper documents.”

The bank will have a mobile paper shredding truck at each of the following locations: Pewaukee Office, located at 1230 W. Capitol Drive, on Saturday, April 7 from 9 a.m. - Noon.; the E. Racine Avenue Office, located at 1709 E. Racine Avenue, Waukesha, on Saturday, April 14 from 9 a.m. - Noon; the Brookfield Office, located at 18300 W. Capitol Drive, on Saturday, April 21 from 9 a.m. - Noon; and the Downtown Waukesha Office, located at 151 E. St. Paul Avenue, on Saturday, April 28 from 9 a.m. – Noon.

“Investing into the communities we serve has been one of our guiding principles since we were founded in 1944,” said Ohlfs. “Be sure to follow Waukesha State Bank’s social media pages and #PayItForwardPatrol to find out where our staff will be throughout the month. If you see them, you could receive something special.”

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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Waukesha State Bank Employee Volunteer Group Donates Bears to Local Fire Department - March 15, 2018

WAUKESHA, Wis. (March 15, 2018) – Waukesha State Bank’s employee volunteer group, Helping Hearts, recently decorated and donated 35 teddy bears to the Waukesha Fire Department as part of their “Dress-a-Bear” initiative.

“Each year, our ‘Dress-a-Bear’ competition is a favorite among Waukesha State Bank employees,” stated Jane Murphy, Helping Hearts Chairperson and Bank Manager of Waukesha State Bank’s Muskego office. “It’s heartwarming to know our bears will comfort local children when the Waukesha Fire Department is dispatched to an emergency.”

Reinvesting back into the community has been one of the bank’s guiding principles since it was founded in 1944. Helping Hearts began nearly thirty years ago as a way for bank employees to join in the crusade of serving the residents and non-profit organizations in Waukesha County. The group organizes a variety of volunteer projects and community service opportunities throughout the year, such as dress casual days, collection drives, volunteer events and more.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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Schaefer Retires from Waukesha State Bank - March 14, 2018

WAUKESHA, Wis. (March 14, 2018) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, is proud to announce the retirement of Madge Schaefer after nearly 45 years with the Bank.

“Madge’s contributions to Waukesha State Bank and the community are immeasurable, and we owe her a huge debt of gratitude,” said Devon Arnold, Waukesha State Bank vice president – retail banking manager. “On behalf of the entire bank, I want to thank her for the positive impact she has had on so many customers and coworkers. Her level of personal care and friendly, professional guidance is unmatched and has resulted in a loyal following of customers that has grown dramatically every year. She will be greatly missed, and we all wish her the very best as she moves into a well-deserved retirement.”

Schaefer joined Waukesha State Bank in 1973 as a part-time teller while still in high school. In 1983, she played an integral role in opening the Bank’s very first branch office at GE Medical. For many years after that, she managed a team consisting of new account representatives, safe deposit box attendant, receptionist and switchboard attendant at the Downtown Waukesha location while also taking care of deposit-side customer needs.

In 2004, when the Bank transitioned from separate new account representatives and consumer lenders to a team of personal bankers who would handle both areas of service, Schaefer enthusiastically added consumer lending to her skill set. She has since gone on to successfully manage the largest portfolio of customers at Waukesha State Bank. In recognition of her outstanding customer relationship management skills and her long-standing commitment to professional and friendly service, Madge was recognized as an officer of the bank in 2005.

To celebrate Schaefer’s career, Waukesha State Bank will be hosting a retirement open house event on Friday, March 23, from 10 AM – 3 PM, at their Downtown Waukesha location, 151 E. St. Paul Avenue.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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Gnadinger Named to Waukesha State Bank Board of Directors - March 1, 2018

WAUKESHA, Wis. (March 1, 2018) - Waukesha State Bank is proud to announce the addition of Dr. Cindy Gnadinger to its Board of Directors. Gnadinger has been president of Carroll University since July 2017 and replaces Doug Hastad, former president of Carroll University, who had served on the Bank’s board since 2008.

As the 15th president of Carroll University, and the first woman to serve in the role of president since Carroll’s inception in 1846, Gnadinger brings with her more than two decades of experience in higher education, including serving in the roles of faculty, dean, vice president for academic affairs and provost. Recently, she served as president of St. Catharine College in St. Catharine, Kentucky.

Gnadinger earned both her Ed.D. in Education Supervision and her M.Ed. in Early Education from the University of Louisville. She also holds a B.S. in Elementary Education from Western Kentucky University. 

“Cindy is a leader in the higher education industry, and we are excited to welcome her to Waukesha State Bank’s board of directors,” stated Ty Taylor, Waukesha State Bank’s President and CEO. “Her impressive experience will be extremely valuable as Waukesha State Bank continues to grow.”

In addition to serving on the corporate board of Waukesha State Bank, Gnadinger also serves on the Waukesha County Business Alliance’s board of directors. Furthermore, she was active in the Louisville, Kentucky community serving as an education committee member with Holy Cross High School and as part of the Bellarmine University President’s cabinet.

Waukesha State Bank’s board roster also includes: Susan Edwards, President & CEO, ProHealth Care, Inc.; Carl Geraldson, Secretary-Treasurer, Precision Gears, Inc.; Jody Lowe, President, The Lowe Group; Kenneth P. Riesch, President, R & R Insurance Services, Inc.; Daniel R. Shepard, Executive Vice President, Waukesha State Bank; Fred G. Stier, President, Stier Construction, Inc.; Don L. Taylor, Vice President, Waukesha State Bank; Ty R. Taylor, President & CEO, Waukesha State Bank; Anselmo Villarreal, President & CEO, La Casa de Esperanza, Inc.; and Beverly M. Chappie, Honorary Board Member, Director, Christoph Memorial YWCA (retired).

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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Waukesha State Bank Hires Mortgage Consultant - February 26, 2018

WAUKESHA, Wis. (February 26, 2018) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has hired Kevin O’Connor as mortgage consultant.

“We are thrilled to welcome Kevin to the Waukesha State Bank mortgage team,” said Robert B. Helvey, Waukesha State Bank vice president – mortgage lending manager. “He is an experienced mortgage lending professional with a natural ability to help borrowers navigate the complex process of buying, building or refinancing a new home.”

O’Connor has 34 years of real estate and finance experience and holds a bachelor’s degree from the University of Tulsa in Tulsa, Oklahoma. Prior to joining Waukesha State Bank, he served as a loan officer with The Equitable Bank. He specializes in new home construction and working with first time home buyers and investors. In his new role as mortgage consultant, O’Connor will be responsible for originating mortgage loans, which includes meeting with prospects, taking mortgage applications, counseling borrowers and developing relationships with Realtors, builders, financial service providers and various community groups.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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Waukesha State Bank Hires Commercial Banker - February 22, 2018

WAUKESHA, Wis. (February 23, 2018) - Waukesha State Bank, a full-service community bank with 13 locations in Waukesha County, has hired Michael Danielson as commercial banker.

“We are pleased to have Michael join our commercial banking team and continue our ongoing commitment to service excellence,” stated Tony Laszewski, Waukesha State Bank senior vice president – commercial banking manager. “His wide variety of financial experience makes him a perfect fit for this position.”

Danielson has over 17 years of financial experience specializing in commercial loan portfolio management, private banking, consumer lending and mortgage loan origination. Prior to joining Waukesha State Bank, Danielson worked for First Business Bank as a SBA portfolio manager. In his new role as commercial banker, Danielson will be responsible for prospecting, developing and managing commercial loan portfolios. 

Danielson earned his bachelors of business administration degree in accounting and real estate from the University of Wisconsin – Milwaukee and is active in the community serving as treasurer for the Elm Grove Citizens Police Academy Association. He and his family currently reside in Elm Grove.

Established in 1944, Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with full-service offices in Brookfield, Delafield, Mukwonago, Muskego, New Berlin, Oconomowoc, Pewaukee, Sussex and Waukesha. For more information, visit, www.waukeshabank.com.

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