BANCSERVE PRESS MONTANA BANKERS MBA’s … · Citizens Bank and Trust Co. Big Timber, MT Kim...

MONTANA BANKERSASSOCIATION

OFFICERSChairman: Kevin P. Clark, Sr. Vice President Mountain West Bank Great Falls, MT

President/CEO:Steve Turkiewicz, CAEHelena, MT

Vice Chairman:Sam Waters, President/CEO First Community Bank Glasgow, MT

Secretary/Treasurer:Bruce Glennie, Eastern Montana Business Banking Manager Wells Fargo, N.A. Billings, MT

Immediate Past Chairman:Mitch Johnson, EVP Teton BanksFairfield, MT

BOARD OF DIRECTORSWestern:

Gary Miller, President/CEOFirst Valley BankSeeley Lake, MT

Diane Kautzman, Branch PresidentRocky Mountain BankBigfork, MT

Tom Swenson, President/CEOBank of Montana Missoula, MT

Southwestern:

Tim Combs, PresidentFirst Madison Valley BankEnnis, MT

Robert DeWit, PresidentManhattan State BankManhattan, MT

Lee Oldenburger, Branch PresidentAmerican Federal Savings BankBozeman, MT

Northcentral:

Ron Young, Branch PresidentFirst Security BankFort Benton, MT

Kevin P. Clark, Sr. Vice PresidentMountain West Bank Great Falls, MT

Southcentral:

Jay Harris, PresidentYellowstone BankLaurel, MT

Josh Webber, PresidentFarmers State Bank of Denton. Denton, MT

BANCSERVE PRESS

Visit us on the web at www.montanabankers.com Or call: 800/541-5126

April 20, 2014

Continue on page 2.

Inside this Issue

MBA’s Montana Financial Scholars Program cont. Pg. 2-3

MBA Bankers Meet with Congressional Delegation Pg. 3-4

Montana & Utah Bankers 2014 Annual Convention Pg. 5

2014 Notary Conference Pg. 5

Banking School Opportunities Pg. 6

Financial Institution Bond Pg. 6

2014 Spring MBA Conferences and Workshops Pg. 7

2014 Montana and Utah Bankers Association Convention Pg. 7

MBA Live Web Seminar Education Program Pg. 7

MBA Endorsed Member Product Pg. 8

Upcoming Events Pg. 8

Banks and Personnel Pgs.9-10

Classifieds Pg. 11

MBA’s Montana Financial Scholars Program Gaining Momentum

Twenty Montana Bankers Association (MBA) Montana Financial Scholars Program participants from Twin Bridges High School were awarded their financial literacy certificates by an alum of their high school, Lt. Governor Angela McLean.

Lt. Governor McLean was joined by Montana First Lady, Lisa Bullock, members of the MBA who have sponsored the MBA Montana Financial Scholars Program in their communities, Montana Banking Commissioner, Melanie Hall and Governor Steve Bullock’s education policy advisor, Shannon O’Brien in the Governor of Montana’s Reception Room in the Montana State Capitol Building on Wednesday, April 9, 2014.

During the event, each Twin Bridges High School student honored received a certificate of completion of the MBA Financial Scholars Program, which offers over eight hours of programming aimed at certifying students in a variety of financial topics including credit scores, insurance, credit cards, student loans,

(First Lady of Montana, Lisa Bullock, welcomes Twenty MBA Montana Financial Scholars from Twin Bridges High School, as (left to right) Lt. Governor Angela McLean, MBA Board Chair Kevin Clark, and MBA President and CEO Steve Turkiewicz observe.)

MBA Board Chair Kevin Clark, Mountain West Bank, Great Falls, speaks to the students. Photo credit Kurt Keller

April 20, 2014 BANCSERVE PRESS

Or call: 800/541-5126Visit us on the web at www.montanabankers.com

BOARD OF DIRECTORSNortheastern:

Sam Waters, PresidentFirst Community Bank of GlasgowGlasgow, MT

Southeastern:

Rex Phipps, CEOGarfield County BankJordan, MT

Large Banks:

Scott Burke, President/CEOFirst Security BankMissoula, MT

Bruce Glennie, Eastern MT Business Banking ManagerWells Fargo, N.A. Billings, MT

Butch Bratsky, Sr. Banking Exec., Stockman Bank of Montana Miles City, MT

Bill Lucas, Area Market PresidentU.S. BankBillings, MT

Bill Toner, V.P./Cash Mgmt. OfficerFirst Interstate BankBillings, MT

BANCSERVE BOARDChairman:Kevin P. Clark, Sr. Vice President Mountain West Bank Great Falls, MT

President/CEO:Steve Turkiewicz, CAEHelena, MT

Secretary/Treasurer:Amy Jenks, CIC, CISRVice President of OperationsHelena, MT

Director:Ed Garding, President/CEOFirst Interstate BancSystem, Inc.Billings, MT

Director:Don Olsson Jr., CEOCommunity Bank of Ronan, Inc.Ronan, MT

Director:John Franklin, President1st BankSidney, MT

Director:Mike Grove, PresidentBank of the Rockies, N.A.White Sulphur Springs, MT

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mortgages, taxes, stocks, savings, 401k’s and other critical concepts that map to national financial literacy standards.

In their remarks, MBA Board Chair Kevin Clark, and MBA President and CEO Steve Turkiewicz acknowledged Ruby Valley National Bank for their sponsorship of the MBA Montana Financial Scholars Program in Twin Bridges High School. As well, Kevin highlighted that this program is growing statewide thanks to the sponsorship of all MBA members, and the local sponsorship of the following MBA member banks:

Bank of BakerBank of HarlemCitizens Bank & TrustCommunity BankFirst Community BankFirst Security Bank - MissoulaFirst State Bank of ForsythFreedom BankGarfield County BankPioneer Federal Savings & LoanRuby Valley National BankState Bank of TownsendStockmens BankSummit National BankTeton Banks

Every MBA member is encouraged to help grow the MBA Financial Scholars Program by becoming a local sponsor in the schools of your community. To do so, please contact Pam O’Reilly at 406.441.4703 or [email protected]. During the event, Lt. Governor McLean praised students and their accomplishment, earning a financial literacy certification as a result of the MBA sponsored program that is managed by EverFi, Inc., the leading financial literacy on-line content and

technology provider in the country. Formerly the Montana Board of Regents Chair and an elementary school teacher from Anaconda, and a Twin Bridges High School graduate, Lt. Governor McLean praised the private/public partnership among the MBA and local banks and Montana public schools and the manner in which it contributes to Montana’s overall educational goals.

Montana State Legislators, congressional delegation members and people involved in public affairs throughout Montana were made aware of the success of the MBA Montana Scholars Program as a result of statewide television coverage on the Montana Television News stations. As well, the MBA live-Tweeted the event as part of the MBA “Banking on Montanans” initiative. All MBA members are encouraged to join Twitter and Facebook, then “follow” @bankingonmt and “like” the Banking on Montanans Facebook site, www.facebook.com\bankingonmontanans. This will help keep you and your organization updated and aware of government and public affairs issues that impact the banking

Lt. Governor Angela McLean enjoyed presenting MBA Montana Financial Scholarship Certificates of Completion to each Twin Bridges High School student at the ceremony that took place in the Montana Governor’s Reception Room in the Montana State Capitol Building.

Twin Bridges Student, Lauren Melhoff, spoke about her experience with the Everfi program. Photo credit Kurt Keller

BANCSERVE PRESS

ABA DELGATESGovernement Relations Council: Diane Kautzman, Branch PresidentRocky Mountain BankBigfork, MT

Community Bankers Council:Darrell Grogan, President First State Bank of ForsythForsyth, MT

Conference of State Associations:Kevin P. Clark, Sr. Vice President Mountain West Bank Great Falls, MT

Membership Committee:Terry Lobdell, PresidentAmerican Bank CenterGlendive, MT

Taxation Admin. CommitteeMarcy D. Mutch, Corp. Tax Mng.First Interstate BancSystem, Inc.Billings, MT

STATE BANKERS ASSOCIATION GROUP

BENEFITS TRUST BOARD OF TRUSTEES

(Serving MT & WY)Chair: Jay Hammond, PresidentLusk State Bank Lusk, WY

Bart Langemeier, PresidentFirst Bank of BridgerBridger, MT

John RonnebergCitizens Bank and Trust Co.Big Timber, MT

Kim Brooks, Controller/HR Off.First Community Bank Glasgow, MT

Richard Kingsley, PresidentValley Bank of GlasgowGlasgow, MT

Cynthia Cheney, VP of HRFirst Security Bank Bozeman, MT

Ben Ruddy, President/CEODutton State BankDutton, MT

Brad Franklin, SVP1st Bank Sidney, MT

Richard Myers, CFO/CCOFirst Northern Bank of WyomingBuffalo, WY

Vivian Buchart, Staff AccountantThe Bank of Buffalo Buffalo, WY

Jim Durfee, President/CEOSundance State BankSundance, WY

April 20, 2014


STATE BANKERS ASSOCIATION GROUP BENEFITS TRUST

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MBA Bankers Meet with Congressional DelegationLed by MBA Chairman Kevin Clark – Mountain West Bank, eight Montana bankers joined over 1,000 bankers from around the country in Washington, DC for the American Bankers Association’s 2014 Government Relations Summit. The 2014 Summit was one of the largest banker gatherings in Washington, DC focused on meeting with Congressional Delegations and bank regulators. Joining Clark were MBA Vice Chair Sam Waters – First Community Bank, MBA Secretary-

Treasurer Bruce Glennie- Wells Fargo Bank, Diane Kautzman - Rocky Mountain Bank, Noel Kulbeck- First Montana Bank, Tammy Grilley and Bruce Parker – First Interstate Bank, Wayne Hirsch and Bill Lucas – US Bank and MBA President/CEO Steve Turkiewicz.

The bankers had positive and productive meetings with Montana’s three Congressional members and their staffs. This was the first MBA meeting with newly appointed Senator John Walsh. Topics included getting Congressional action on the CLEAR Act and the Regulatory Examination Fairness Act. All three of Montana’s Congressional members are now CLEAR Act

sponsors. In addition, the members were asked to talk with their colleagues and key Committee chairs urging them to hold long needed oversight hearings on the Farm Credit Systems continual expansion into non-farm lending, including the recent $700 million loan to Verizon to fund its buyout of another communications company’s Verizon shares.

L-R: Senator Jon Tester, Kevin Clark, Bruce Glennie, Representative Steve Daines, Steve Turkiewicz, Noel Kulbeck, Wayne Hirsch, Senator John Walsh.

L-R: Wayne Hirsch, Senator John Walsh, Bruce Glennie

L-R: Steve Turkiewicz, Sam Waters, Tammy Grilley, Noel Kulbeck, Representative Steve Daines, Bruce Glennie, Bill Lucas, Wayne Hirsch, Bruce Parker

and financial services industry in Montana and nationwide.

During the event, Montana Banking Commissioner, Melanie Hall, Tweeted: Montana Banks making real commitment to the MT students and their financial futures. Thanks @bankingonmt #FinLitMonth.

Commissioner Hall could not have Tweeted it better.

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Students from Twin Bridges High School with Karen Walsh-Town, Ruby Valley Bank, (left) and Ken Walsh, President of Ruby Vally Bank (right)

BANCSERVE/HEALTHSERVE STAFF

Governement Relations: Steve Turkiewicz, CAE President/CEO

Operations:Amy Jenks, CIC, CISRVice President of Operations

Education & Member Services:Pam O’Reilly Association Services Director

HealthServe:Ann Pearson, CISRInsurance Service Rep.

Jill Martin, CISRInsurance Service Rep.

Deannie Higgins, CISRInsurance Service Rep.

Hannah Parrish, CISRInsurance Service Rep.

Sarah TrettinInsurance Service Rep.

Kayla JohnsonInsurance Service Rep.

Amy BlewettAdministrative Assistant

BANCSERVE Insurance Agency:Tempi Ruth, CIC, CAE, CISRSales Director

Bookkeeping:Karmen GriffithsAccounting Technician

MBA Information:Elizabeth ZimmermanAdministrative Assistant

MBA/BANCSERVE, Inc.1 N. Last Chance Gulch, Ste.4Helena, MT 59601Telephone:800/541-5126406/443-4121Fax: 406/443-7850

HealthServe1 N. Last Chance Gulch, Ste.4Helena, MT 59601Telephone:877/443-0520406/443-0520Fax: 406/495-2674www.healthserve.info

BANCSERVE PRESSApril 20, 2014


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Another subject discussed with the delegation is the need to revisit the credit union mission and tax exemption. There are times it seems we are hitting the proverbial “brick wall.” But, the continuing industry pressure seems to be getting the credit unions nervous about the politics of their outdated tax exemption. During the Summit, a “little community” $27 billion credit union undertook a rather imaginative “guerilla” action by substituting the ABA’s, “Credit Unions Have Outgrown Their Mission and Tax Exemption,” brochure with a similarly designed brochure that extolled the “virtues of the tax-exempt” financial enterprise. This is an example of how our efforts are gaining momentum and why this effort is a marathon, not a sprint.

Besides meeting with the delegation, Summit participants heard from Congressional leaders including House Majority Leader Eric Cantor (R-VA), Senate Banking Committee member Heidi Heitkamp (D-ND) and House Financial Services Committee member Shelly Moore Capito (R-WV).

Outside speakers included political analyst Charlie Cook, who outlined the potential impact of the 2014 Congressional elections, especially on the makeup of the US Senate. Concluding the Summit, was nationally syndicated columnist, frequent TV commentator and author Peggy Noonan. Noonan was very insightful in her analysis of the near term consequences of international tensions, especially with the recent actions by Russia in the Ukraine and Crimea and the United States reactions.

MBA bankers will be returning to Washington DC, for the Western States Capitol Hill Visit, with bankers from Wyoming, Colorado, Utah and Nevada, October 1-3, 2014. In the meantime, bankers are urged to continue their personal conversations with Senators Tester and Walsh and Congressman Daines about the industry’s issues. They should be in Montana during the Congressional recess April 14 – April 25, 2014 and they look forward to hearing from you.

At the Montana Congressional Breakfast. L to R Wayne Hirsch; Noel Kulbeck; Alison O’Donnell, Senior Economic Policy Advisor, Senator Tester; Melanie Hall, Montana Commissioner at Division of Banking and Financial Institutions.

L-R: Steve Turkiewicz, Bill Lucas, Sam Waters, Bruce Glennie, Bruce Parker, Senator John Walsh, Kevin Clark, Noel Kulbeck, Tammy Grilley, Diane Kautzman, Wayne Hirsch,

BANCSERVE PRESS


April 20, 2014

Education. Networking. Relaxation – you can combine all three with the Montana Bankers Association and the Utah Bankers Association in the beautiful setting of Sun Valley Idaho. This event is planned as a family friendly event with plenty of play

time. So, please enjoy the synopsis of events below and plan to attend the Montana & Utah Bankers Association 2014 Convention June 29-July 2, 2014.

Sunday, June 29th, start off right with education and networking at registration and exhibit hall – reconnect with your fellow bankers and touch base with your

business partners. Then relax at Trail Creek for a Welcome Reception and Buffet 6:30 – 8:30 p.m.,

Monday, June 30th brings a list of great list of speakers. The Convention starts early Monday with a talk from Federal Reserve Bank President John William, Chairman of the Federal Reserve Bank of San Francisco. He will be followed by Jeff L. Plagge, ABA Chairman and President/CEO of Northwest Financial Corp, bringing an update from Washington, D.C. After a lunch out on the Lodge Terrace, the afternoon session starts with an Economic Outlook presented by Anthony Chan, Ph.D and Chief Economist for JPMorgan Chase. Patrick Bettin, Ph.D., Senior Lecturer at Michael J. Foster School of Business and one of the most popular Pacific Coast Banking School instructors, will present a lecture on “Leadership That Shapes The Future.” The first day wraps up with a classic game of bingo and then it’s off to explore Sun Valley for dinner on your own.

Tuesday is Fun Day! Start off July 1st with a Fun Run/Walk. Prizes and t-shirts are given to all participants. Then comes the big decision . . . playing in the Annual Golf Tournament or spending the day White Water Rafting down the Salmon River. Decisions, Decisions. No matter which choice you make, you can be assured that the day will be a blast! After a day spent out in the sun, the evening will start with a Joint Chairman’s Reception. Mingle with a great mix of Montanan and Utahn bankers. Join in the Montana Bankers Dinner at Carol’s Dollar Mountain Lodge. The evening concludes with family entertainment in the Sun Valley Pavilion featuring Brass Transit -“The Musical Legacy of Chicago.” Be swept away by this sensational band

The final day starts with the MBA Annual Membership Meeting in the morning. To wrap up the convention, Virginia Heyburn, Senior Vice President of Strategic Insights, Fiserv, speaks on “Today’s Technology Landscape and its Management Challenges.” After listening to Virgina, Scott Farris, author and former bureau chief for United Press International, gives his views on “Lessons from Success and Failure in Presidential Politics.”

This will be a convention to remember! Joining together with bankers from Utah will allow for you to reenergize with education, networking and relaxation. Get ready for registrations and don’t wait to sign up for this memorable 2014 Convention!

Montana & Utah Bankers 2014 Annual Convention

Speakers for Monday June 30th. L-R: John Williams, Jeff L. Plagge, Anthony Chan, Ph.D, Patrick Bettin, Ph.D.

Virginia Heyburn



Insuring banks for 25 years. Go with the experience & expertise!

Financial Institution Bond, Directors & Officers Liability, Cyber Liability, Bank Card Protector, Property, Auto, Workers Compensation, Lenders Single Interest, Mortgage E&O, Foreclosed/

Force Placed Property & Flood Coverage

Financial Institution BondYou have heard the saying “you get what you pay for.” That can be said today for some of the insurance products being offered in the marketplace. Not all insurance policies are the same and some companies will be lower in premium but come with inferior coverage. BANCSERVE Insurance Agency can help you analyze your insurance coverage and prevent oversights.

Some important coverage questions to ask are:• Based on my bank’s asset size, are my limits of coverage adequate?• Can my current insurance carrier cancel coverage for any reason by giving me a 60-day notice?• Does my policy have a broad definition of employee embezzlement?• Are my claims paid as an occurrence or is there an annual aggregate limitation?• Does my bond have a loss sustained endorsement limiting coverage?• So many more questions to ask. . .

Would you like more information?Call or email Tempi Ruth at (800) 541-5126 or [email protected]

Graduate School of BankingJuly 13-25, 2014

Boulder, CO

Pacific Coast Banking SchoolAugust 17-29, 2014

Seattle, WA

Two great chances to expand your knowledge! Can’t attend this year?

Email us at [email protected] for next year’s dates!



MBA Education Program Web Seminar The Montana Bankers Association is providing live web seminars targeted to a more advanced audience, in addition to new programs for previous participants. Whether you are looking to supplement your current education plan or trying to save on expenses, what better way is there to obtain high quality education and save money?

MBA continues to support Montana Bankers in dealing with an ever challenging business environment by providing a multitude of educational opportunities. Whether it be expanded live seminars and conferences, to two webinar providers, Omnovia and Total Training Solutions. We look to provide a wide variety of options and pricing to meet the needs of all

bankers (large and small) for education and training.So please, take some time and look at the offerings and if you are looking for something in particular and don’t see it – give

us a call and we’ll see what we can do. Again, we value our members and are here to serve. For more details on each webinar please go to our website and view either our Calendar or Education page at www.

montanabankers.com to see what we have to offer! Contact Pam O’Reilly, Association Service Director, at 800/541-5126 or [email protected]

2014 MBA Conferences and Workshops

q Banking Basics - Billings, April 30 and Great Falls, May 1q Essential Teller Issues, 4 Locations: Billings, Helena, Kalispell, Missoula, May 5-8q New Accounts, Hilton Garden Inn, Billings, May 12-13q New Accounts, Hilton Garden Inn, Missoula, May 14 -15q Compliance Risk Management, BW Gran Tree, Bozeman, May 21q Deposit Compliance and ACH, BW Gran Tree, Bozeman, May 22-23Watch for our next set of Conferences and Workshops coming up in Spring 2014 at www.montanabankers.comor more for information contact Pam O’Reilly, Association Services Director, at 800/541-5126 or [email protected].

The Montana and Utah Bankers Association’sAnnual Convention

June 29 - July 2, 2014Come and Join Us!


Upcoming Events

Upcoming Events


ABA Regulatory Compliance Conference June 8-11

Hyatt Regency New Orleans, New Orleans, LA

ABA Marketing Conference September 7-9

Walt Disney World Dolphin, Orlando, FL

ABA Annual ConventionOctober 19-21

Hyatt Regency Dallas, Dallas TX

National Argricultural Bankers ConferenceNovember 9-12

Omaha, NE

2014 Annual Bankers ConventionJune 29- July 2, 2014

Sun Valley Resort, Sun Valley, ID

Graduate School of BankingJuly 13-25, 2014

Boulder, CO

Pacific Coast Banking SchoolAugust 17-29, 2014

Seattle, WA

2014 Capitol Hill VisitOctober 1-3

Washington, D.C.

Montana Bankers Association Spotlights an

Endorsed Product

Montana Bankers Association and Office Depot have partnered to bring MBA members a very well received discount program. We are excited to bring those discounts to MBA member employees as well. Note, your company does not need to be participating in order for you to sign up!

Program Benefits Include:• Save 40-60% off a core list of 100+ items• 10% off all other Office Depot catalog items*• Free, next-day delivery with $50 minimum

purchase*

Shop online or at any of our stores with your registered credit card!

To sign up now and start shopping, visit the MBA’s registration page at www.montanabankers.com.

Please see the enclosed brochure for more information and to see just some of the offers the Office Depot Employee Discount Program has for you!*Some product exclusions may apply. Next-day delivery available in most areas

Bill ParkerTerritory Development [email protected]


Or call: 800/541-5126

Banks and PersonnelBelgrade• Jay Williamson was promoted to Branch

President at First Security Bank. Williamson joined the bank team in August 2012, bringing more than 17 years of experience in banking and finance.

Billings• Stockman Bank welcomes Phil Nelson, who

joins the bank as a Commercial Loan Officer. He brings more than 12 years of banking experience to the position, including commercial real estate, lending, credit analysis and business development.

• First Interstate Bank has received an “outstanding” rating by the Federal Reserve Bank for its efforts in serving low- and moderate-income communities. Only 11% of FRB banks are awarded this ranking. This is the fourth consecutive “outstanding” rating First Interstate Bank has received.

Bozeman• Mike Drewiske was promoted to Assistant Vice

President at First Security Bank. Drewiske started at the bank in 2012 and has more than 37 years of experience in commercial, business, agricultural and real estate lending.

• Big Sky Western Bank announces Jim Ness as its new President and member of it’s Board of Directors. Originally from Havre, Jim started working at Glacier Bank in Kalispell over 23 years ago. Jim’s experience and commitment to community makes him an asset to both Big Sky Western Bank and the Gallatin Valley.

• At the annual share-holders meeting, Inter-Mountain Bancorp, parent company of First Security Bank, elected directors for each board.Inter-Mountain Bancorp, Inc., elected directors Robert Kemp as Chairman; Bruce Gerlach as President; Jack Rochford as Secretary/Treasurer; Tom Milesnick and Dana Dogterom. First Security Bank board of directors elected include Tom Milesnick, Chair; Lynda White, Vice Chair;

Dennis Bechtold, Secretary; Bruce Gerlach; Larry Bowman; Kevin Cook; Dana Dogterom; Bob Kamp; Wayne Neil Jr.; Jack Rochford and Steve Wheeler.

Browning• An armed man entered the Native American

Bank in late March and stole an undisclosed amount of cash. The man escaped in a 1990s model white Ford Explorer and still remains at large.

Cutbank• Stockman Bank contributed $5,000 to the Native

American Community Development Corporation (NACDC). NACDC’s focus is to assist Native communities to establish the mechanisms to promote financial literacy education with both adult and youth-oriented programs.

Fort Benton• First Security Bank adds two new leaders to

its banking team. Scott Geda joins the bank as Senior Vice President, Senior Lender and brings 28 years of experience in banking and finance. Orry Fruit has accepted a position as Loan Officer. He started his career in 2013 at First Security Bank in Bozeman.

Hardin• First Interstate Bank participated in a tribal

college circuit career fair at Little Big Horn Tribal College in Crow Agency recently. Holly Higgins, Branch President, and Debby Warren, Marketing, encouraged high school students to think outside the box and view a career in banking. Opportunities exist beyond business and accounting and include HR, Marketing, IT and more. Over 150 seniors from surrounding schools attended the fair. Higgins and Ty Fisher, Credit Analyst, also represented the branch for a Science and Ag Fair held at the college.

• Holly Higgins, Branch President at First Interstate Bank, was a presenter for the Profit

Visit us on the web at www.montanabankers.com


Or call: 800/541-5126

Banks and Personnel cont.Mastery symposium, sponsored by Montana Indian Business Alliance. Over 20 small business owners attended the two day event in the Crow Agency.

• A First Time Homebuyers Class drew 24 enthusiastic participants. First Interstate Bank partnered with Beartooth RC & C Neighborworks of Montana to offer this one day program. Natalie Pigg, Mortgage Specialist from Billings, and Debby Warren, Marketing, were the two presenters.

Helena• The Montana Community Finance Foundation

held its Annual Membership Meeting in Helena, electing its new officers, a new director and new and renewing members. Elected include Tim Alzheimer, Jake Jabes College of Business and Entrepreneurship, Chairperson; Todd Bassett, Glacier Bank in Polson, Vice Chair; Linda Kindrick, Executive Director; Sherry O’Donnell, Vice Exc. Director/Secretary/Treasurer; Lesley Gallagher, Assistant Secretary. New members include Mark Esponda, American Federal Savings Bank, Helena; Brennin Grainey, Community Bank, Inc., Ronan; Julie Jaksha, Headwaters RC&D; David Rook, Missoula Federal Credit Union and new member and director Jamie Tadvick, Farmers State Bank, Florence.

Kalispell• In recognition of March as National Nutrition

Month, The Wave, Montana Food Bank Network and Glacier Bank partnered on a fundraising campaign to help the Food Bank Network’s BackPack Program, which is designed to provide food for local children on weekend and on holidays when they are away from the school lunch and breakfast programs.

Manhattan• Todd Kitto was promoted to Assistant Vice

President at Manhattan Bank. He has been with the bank since 2007.

• Manhattan Bank welcomes Candy Hawkins and Anna Baines at the Bozeman branch as Tellers and

Visit us on the web at www.montanabankers.com

The Montana Bankers Association commends all of our bankers and associate members

for their achievements. If your bank has a promotion, retiree, special event, fundraiser or any newsworthy item, please let us know.

You may contact Elizabeth at 800/541-5126 or e-mail [email protected].

Kerensa Robinson and Karen Christoffels at the main office in the Bookkeeping Department.

Miles City• Stockman Bank congratulates Amy Rolandson

on her promotion to Ag and Commercial Loan Officer. She has been with the bank since 2011 and most recently served as a Personal Banking Officer.

Missoula• Wells Fargo Advisors LLC announced that

Dave Peppenger, Financial Advisor, completed the Series 7 and 66 registration requirements and extensive financial advisor training. He will focus on high net worth individuals.

First Northern Bank of Wyoming, Buffalo, WYConsumer Loan Officer Major Duties and Responsibilities• Interview loan applicants to obtain and compile financial

information necessary to make a loan decision.• Review and analyze consumer loan requests, keeping

with financial institution policies and procedures.• Recommend and approve conditions and terms of

consumer loans.• Routinely work with customers to identify and satisfy

their financial needs.• Maintain the highest level of customer service and

demonstrate core values in all actions.• Develop new client relationships.• Provide input to management in order to streamline and

improve loan services for the benefit of the customer and the financial institution.

• Provide extensive personalized customer service to bank customers with specific or special banking needs.

• Maintain a consumer loan portfolio including resolving delinquent payment issues, credit problems and related situations.

Education & Experience• Bachelor’s degree in business, finance or related area.• Excellent communication and public relations skills.• Ability to manage difficult situations with customers and

provide clients with information, data and advice.• Satisfactory completion of an in-house training program

or other approved training program.Highly Competitive Pay and BenefitsSalary Based on Experience ($30k-55k); Retirement Benefits provided: 401k / Profit Sharing / ESOP; Family Health Insurance Paid; Vacation and Sick Pay; Life Insurance; Dental Insurance Available Applications due by May 30th, 2014. Send resumes to 141 S. Main Street, Buffalo, WY 82834, attention Ryan Fieldgrove. Or email to [email protected].

First Northern Bank of Wyoming, Buffalo, WY Consumer/RE Loan Officer Major Duties and Responsibilities• Works with consumer loan applicants including

personal, real estate and construction loan requests.• Solicits mortgage loan applications. Working

cooperatively and constructively with a wide variety of people including realtors and other community-based organizations.

• Personally interviews all loan applicants and obtains all necessary information to underwrite the loan request.

• Informs prospective loan clients of the financial institution’s underwriting guidelines and applicable government regulations.

• Completes each loan application and all pre-processing functions in a timely manner.

• Communicates complex approvals or denials to the borrower, real estate agent or builder.

• Prepares credit memo with financial analysis and presents loan requests to loan committee.

• Maintain personal loan portfolio including resolving delinquent payment issues, credit problems and related situations.

Education & Experience• One to two years experience in a financial institution

or loan office setting.• Good sales, organizational, managerial and

interpersonal skills.• Good oral and written communication skills.• Bachelor’s degree in business, finance, real estate, or

related field.• Strong analytical, time management and

organizational skills with a high level of attention to detail.

Highly Competitive Pay and BenefitsSalary Based on Experience ($40k-60k); Retirement Benefits provided: 401k / Profit Sharing / ESOP; Family Health Insurance Paid; Vacation and Sick Pay; Life Insurance; Dental Insurance Available Applications due by May 30th, 2014 . Send resumes to 141 S. Main Street, Buffalo, WY 82834, attention Ryan Fieldgrove. Or email to [email protected].


Classifieds

Visit us on the web at www.montanabankers.com Or call: 800/541-5126

BANCSERVE PRESS MONTANA BANKERS MBA’s … · Citizens Bank and Trust Co. Big Timber, MT Kim...

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Transcript of BANCSERVE PRESS MONTANA BANKERS MBA’s … · Citizens Bank and Trust Co. Big Timber, MT Kim...