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JOIN THE TEAM AT BANK OF LUXEMBURG
If you need any assistance seeking a job opportunity at Bank of Luxemburg, or if you need reasonable accommodation with the application process, please call 920-845-2345 to speak to someone in Human Resources or contact us at hr@bankoflux.com.

Equal Employment Opportunity/Affirmative Action Policy

Equal Employment Opportunity Is The Law Poster

EEO Is The Law Poster

Employment Opportunities:

       1. Full Time Financial Advisor – Luxemburg Main Branch

       2. Full Time Credit Analyst – Luxemburg Main Branch

       3. Full Time AVP of Sales and Marketing – Luxemburg Main Branch

       4. Full Time Sales Associate – Luxemburg Main Branch

       5. Full Time Human Resources Generalist – Luxemburg Main Branch

Employee Benefits

Below is a link to apply into Bank of Luxemburg’s general job posting. This link can be utilized at anytime whether there are no job openings and/or if you want to apply to the bank, but do not want to apply to any of our current job openings.
General Job Posting Link

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POSITION TITLE: Financial Advisor
LOCATION:
Luxemburg Main Branch
REPORTS TO:
Senior Vice President of Financial Services

POSITION SUMMARY: Sell investment and insurance services to clients and provides assistance to other investment representatives on sales ideas and training. Develop and maintain the highest standards of customer service with both bank employees and bank customers.

Principal Responsibilities and Duties:
1. Conducts Investment and Insurance Sales
      A.  Make initial contact of potential clients through phone, mail, workshops and set             appointments.
      B.  Interview potential clients assessing investment and insurance needs.
      C.  Provide suggestions of products, course of action and provides client with relevant             information.
      D.  Write up sales based on suggestions, complete application, collect payment, directing             information to office manager for processing and tracking.
      E.  Follow up with periodic review of accounts, ensuring that adequate customer service is             provided by informing customer of current market trends and recommending investment             and insurance strategies.
      F.  Support administrative office personnel.

2.  Promote Business Development
      A.  Support company's goals and objectives, assists branches in obtaining new             relationships.
      B.  Assist and support in the implementation of all marketing and sales strategies             designed to maximize growth and profitability.
      C.  Cross sell and refers a full range of investment and banking services to present and             potential customers.
      D.  Support and assist in the implementation of all bank marketing and sales strategies             designed to maximize growth and profitability.
      E.  Keep informed on changes within our market, recommending market opportunities for             growth and development.

Additional Duties and Responsibilites:
1. Keeps abreast of key economic data and regulatory changes which may impact the financial performance of the Bank.

2. Maintains up-to-date job knowledge through professional reading and affiliation with appropriate industry organizations.

3. Performs other duties as may be necessary to fulfill the responsibilities of this position.

Work Relationships and Scope: Reports directly to Senior Vice President of Financial Services. Has regular contact with all personnel. Has contact with vendors, consultants, regulators, government agencies and other outside parties. Has access to highly confidential customer, financial and general Bank/RJD information. Has certain security, lock up and oversight responsibilities.

Measures of Performance: Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to customers and co-workers; accessible and responsive to the needs and concerns of management and employees; soundness of business decisions made regarding financial and information systems issues, etc.; effectiveness of communications and development of good working relationships with management and employees; professional demeanor portraying a proper image of the Bank/RJD; maintain confidentiality of Bank/RJD, personnel, and customer information; participation in training and appropriate professional developments, maintenance of appropriate attendance record and punctuality; understanding of and adherence to Bank policies and procedures; professional work place appearance and conduct.

Knowlege, Skills, and Abilities Required: Business or finance degree and three to five year’s sales experience in insurance and securities or equivalent experience (five to seven years experience in insurance and securities. Series 7 & 63 and life and health insurance licenses required or ability to attain licensing in six months. Certified Financial Planner (CFP) and Registered Investment Advisor (RIA), is desired. Previous supervisor experience required. Ability to work with all levels within the organization and make appropriate recommendations. Ability to communicate effectively with people both internally and externally. Ability to manage multiple projects/tasks at one time; flexible; adaptable. Understanding of and concurrence with bank philosophy. Demonstrated ability to work harmoniously with all types of people. Demonstrated ability to obtain cooperation from others and build a sense of teamwork. Previous training and mentoring experience desired. Must be self-motivated, sales oriented, and possess excellent communication skills. Ability to prioritize and meet deadlines. Keyboard and computer knowledge required.

Competencies: Customer focus, presentation skills, selling, self development, business knowledge, priority setting, goal setting, and innovation.

Working Conditions: Work is performed largely in a pleasant office environment with minimal chance for personal injury. Prolonged sitting and intermittent mental and visual concentration. Hours worked are generally during normal business hours and average at least 40-45 hours a week. Some evening and weekend work will be required, with an expectation for a certain amount of community involvement. Travel to other offices and client locations are required. Occassional evenings and Saturday hours.

Employee Acknowledgement:
This job description describes the general nature and level of work performed by employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by the supervisor. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.

I acknowledge that this job description is neither an employment contract nor a legal document. I have received, read, and understand the expectations for the successful performance of this job.

CLICK HERE FOR ONLINE APPLICATION

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POSITION TITLE: Credit Analyst
LOCATION:
Luxemburg Main Branch
REPORTS TO:
Senior Vice President of Credit

POSITION SUMMARY: Reviews and analyzes corporate and individual tax returns and/or financial data to quantify and estimates the degree of risk associated with the extension of credit to firms or individuals. Presents the credit information that will be used to make lending decisions and discusses with the lending officers and/or committees and reports areas of strengths and weaknesses. Recommends and verifies the appropriate Risk Rating of credit relationships.

Principal Responsibilities and Duties:
1. Develops credit presentations/reports on new, renewal and extension loans and assists Senior Vice President of Credit with developing the more complex loan presentations by performing the following duties:
      A.  Reviews all pertinent credit and financial information, including reporting services, credit             bureaus, other financial institutions, bank files and tracking the collection of tax returns             and financial information from the appropriate lender.
      B.  Determines the need for more thorough investigation or additional information and             contacts appropriate sources for such information.
      C.  Verifies aggregate credit exposure to ensure Bank does not surpass legal lending limit.
      D.  Spreads and analyzes financial statements and related material.
      E.  Evaluates personal and business cash flow to determine repayment ability.
      F.  Analyzes collateral and its adequacy. Prepares internal real estate evaluations.
      G.  Recommends appropriate risk rating.
      H.  Presents facts and offers opinions concerning credit worthiness to Senior Vice             President of Credit, Loan Officers and Chief Lending Officer.

2.  Attends and participates in the review of loan presentations in Loan Officer’s Loan Committee Meetings.
      A.  Presents credit information and areas of strengths and weaknesses regarding the             pending loan(s).
      B.  Available to attend Board of Director Loan Committee meetings in absence of Senior             Vice President of Credit.

Additional Duties and Responsibilites:
1. Keeps abreast of key economic data and regulatory changes which may impact the financial performance of the Bank.

2. Maintains up-to-date job knowledge through professional reading and affiliation with appropriate industry organizations.

3. Performs other duties as may be necessary to fulfill the responsibilities of this position.

Work Relationships and Scope: Reports directly to the Senior Vice President of Credit. Works closely with the Bank’s Loan Officers and other loan department personnel to prepare credit reviews. Has access to highly confidential customer, financial and general Bank information.

Measures of Performance: Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to loan officers, loan committee, customers and co-workers; ability to gain the trust and respect of managers and employees; soundness of business decisions made regarding credit and financial information; effectiveness of communications and development of good working relationships with management and employees; professional demeanor portraying a proper image of the Bank; maintain confidentiality of Bank, personnel, and customer information; participation in training and appropriate professional developments, maintenance of appropriate attendance record and punctuality; understanding of and adherence to Bank policies and procedures; professional work place appearance and conduct.

Knowlege, Skills, and Abilities Required: Bachelor’s degree with a major in Accounting, Finance, or Economics. Minimum of 5 years credit or lending experience or equivalent. Proficient use of Microsoft Office, particularly Excel. Possesses strong reasoning skills, time management skills, problem-solving and communication skills (both verbal and written). Is detail-oriented and has the ability to multi-task and work independently.

Competencies: Business based metrics, investigation, personal accountability, priority setting and time management.

Working Conditions: Work is generally performed in an office environment. Light travel to other offices as needed.

Employee Acknowledgement:
This job description describes the general nature and level of work performed by employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by the supervisor. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.

I acknowledge that this job description is neither an employment contract nor a legal document. I have received, read, and understand the expectations for the successful performance of this job.

CLICK HERE FOR ONLINE APPLICATION

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POSITION TITLE: AVP of Sales and Marketing
LOCATION:
Luxemburg Main Branch
REPORTS TO:
President

POSITION SUMMARY: Accomplishes business development activities by researching and developing marketing opportunities and plans; developing the businessiness development plan; implementing business sales plans; training sales staff. Develops business leads for all banking departments. Achieves marketing and sales operationl objectives by contributing marketing and sales information. As an employee of the Bank supports company mission, vision and culture.

Principal Responsibilities and Duties:
1. Responsible for the development of the business development plan for the Bank. As the leader of Business Development, will guide business development programs and include specific activities, timetables and budget of expenses etc. Assist each branch with the same by providing leadership, expertise and support in the business development area. Work closely with Departments Heads, Retail, Loan and RJD to implement business development plan.

2.  Create and assist in managing Business Sales Plans for all markets. Continued development of existing referral and customer relationship management programs (CRM), including utilizing reports and setting up marketing/cross sales programs.

3.  Research market share for each branch location, defining risk and opportunity. Responsible for identifying and recommending market expansion opportunities based on research.

4.  Oversee Marketing/Administrative Assistant. Meets marketing objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances and reporting to the Leadership Team. Identifies marketing opportunities by identifying consumer requirements; defining market, competitor's share, and competitor's strengths and weaknesses; forecasting projected business; establishing targeted market share. Improves product marketability and profitability by researching, identifying, and capitalizing on market opportunities; improving product packaging; coordinating new product development.

5.  Develop sales force training for employees. Monitor effectiveness, reporting results to the Leadership Team quarterly.

6.  Develop and assist calling officers to build programs with prospects, existing customers and centers of influence. Create networking opportunities with centers of influence on a regular basis. Participate in joint calls with calling officers.

7.  Responsible for all business development reporting including sales training effectiveness, calling programs and centers of influence communicating results with business units and leadership team.

8.  Supervises employee/s reporting to position. Coordinates recruitment and selection of new employees, development of performance standards, performance appraisals, on-going employee development and training, delegation of work as appropriate, performance counseling and disciplinary action.

9.  Represent the Bank in various business, trade, charity, civic and social organizations to support the community and provide for positive public relations. Participate in community service activities as a representative of the Bank. Speak at community events on appropriate topics as requested.

Additional Duties and Responsibilites:
1. Keeps abreast of key economic data and regulatory changes which may impact the financial performance of the Bank.

2. Maintains up-to-date job knowledge through professional reading and affiliation with appropriate industry organizations.

3. Performs other duties as may be necessary to fulfill the responsibilities of this position.

Work Relationships and Scope: Reports directly to the President. Direct reports include Marketing/Administrative Assistant. Has regular contact with all department personnel. Has occasional contact with regulators, government agencies, CPA firm and other professional parties. Has access to highly confidential customer, financial and general Bank information. Has certain cash, security, lock up and oversight responsibilities as an Officer of the Bank.

Measures of Performance: Must possess the ability to present in front of groups and explain complex information. Be a self-starter, independent thinker, and have the ability to consistently call on new prospects. Thorough knowledge of sales principles and best practices. Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to customers and co-workers; ability to gain the trust and respect of other managers and employees; customer satisfaction with services provided by the Bank; accessible and responsive to the needs and concerns of employees; soundness of business decisions made regarding service commitments, personnel issues, facilities and equipment operations, etc.; effectiveness of communications and development of good working relationships with co-workers, customers, and vendors; adherence to the Code of Conduct by keeping Bank and personnel information confidential; participation in training and appropriate professional development, understanding of and adherence to Bank policies and procedures; informing and marketing of additional Bank services through cross-selling; professional work place appearance and conduct.

Knowlege, Skills, and Abilities Required: Bachelor’s degree in Business Administration required or equivalent work experience. Five or more years of experience in a business development role or similar position required preferably for a financial institution. Background in marketing a plus. Previous supervisory experience preferred. Ability to meet and/or exceed established sales goals. Excellent verbal and written skills. Strong organization, negotiation, analytical and interpersonal skills.

Competencies: Business knowledge, planning, problem solving, customer focus, presentation skills, results oriented and selling.

Working Conditions: Work is performed largely in a pleasant office environment with minimal chance for personal injury. Travel to off site locations such as other branches, community events and business contacts. Hours worked average at least 40-45 hours a week. Some evening and weekend work will be required, with an expectation for a certain amount of community involvement. Occasional over night, out-of-town travel may be necessary.

Employee Acknowledgement:
This job description describes the general nature and level of work performed by employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.

I acknowledge that this job description is neither an employment contract nor a legal document. I have received, read, and understand the expectations for the successful performance of this job.

CLICK HERE FOR ONLINE APPLICATION

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POSITION TITLE: Sales Associate
LOCATION:
Luxemburg Main Branch
REPORTS TO:
Senior Vice President of Financial Services

POSITION SUMMARY: Responsible for assisting the Investment Representatives with administrative duties incidental to securities and financial planning.

Principal Responsibilities and Duties:
1. Supports Advisor in Sales and Service
      A.  Answers incoming calls, researching and responding to customer inquiries.
      B.  Greets clients, answering questions and/or directing them to appropriate representative.
      C.  Makes client phone calls for scheduling appointments.
      D.  Updates customer files with all necessary statements and documents.
      E.  Completes application paperwork.
      F.  Prepares client summaries for advisor appointments.
      G.  Input financial plans as directed by Financial Advisers using Raymond James software.
      H.  Follow up with vendors on problem accounts or when confirmations have not been sent in a timely matter.
      I.  Updates client data management system (CRM and Client Center).
      J.  Prepare mailings such as birthday cards, appointment reminder cards seminar invitations etc.

2.  Performs Administrative Activities
      A.  Assists clients and Investment Representatives in servicing their accounts and processing orders with Broker-Dealer.
      B.  Posting, tracking and submitting of daily transactions.
      C.  Opens, distributes and mails daily correspondence.
      D.  Prepare deposit daily and post deposit transactions to client accounts.

3.  Promote Business or Personal Development
      A.  Support and assist in the implementation of all company marketing and sales strategies designed to maximize growth and profitability.
      B.  Cross sells and refers a full range of investment and banking services to present and potential customers.
      C.  Engage in additional training or learning to further professional career.

4.  Compliance
      A.  Complete required bank or broker dealer compliance training on a timely basis.

Additional Duties and Responsibilites:
1. Keeps abreast of key economic data and regulatory changes which may impact the financial performance of the Bank.

2. Maintains up-to-date job knowledge through professional reading and affiliation with appropriate industry organizations.

3. Performs other duties as may be necessary to fulfill the responsibilities of this position.

Work Relationships and Scope: Reports to the Senior Vice President of Financial Services and also takes direction from all Investment Advisors. Must maintain highly professional relationships with both internal and external customers. Has access to highly confidential customer financial and general Raymond James Financial information. Is responsible for making any recommendations to supervisor concerning possible methods to improve department. Must stay current through education on compliance and internal procedures.

Measures of Performance: Accuracy, efficiency, productivity, reliability, friendliness and timeliness of services provided to customers and co-workers; ability to gain the trust and respect of other managers and employees; accessible and responsive to the needs and concerns of management and employees and customers; professional demeanor portraying a proper image of the Bank and Raymond James Financial; maintain confidentiality of Bank and Raymond James Financial, personnel, and customer information; participation in training and appropriate professional developments, maintenance of appropriate attendance record and punctuality; understanding of and adherence to Bank and Raymond James Financial policies and procedures; professional work place appearance and conduct.

Knowlege, Skills, and Abilities Required: Minimum of 1-2 years of experience in an office setting preferably with a financial services firm. Background and/or familiarity with investments desired. License 7 and 63 and life and health insurance license desired. Computer skills to include keyboard, word, excel and CRM. Strong customer service skills required. Attention to detail required. Ability to multi task. Efficiency in MS Office required.

Competencies: Approachability, customer focus, informing, technical skills, personal accountability, time management, priority setting, and innovation.

Working Conditions: Work is performed in an office environment. Evenings and Saturday’s required as scheduled by Supervisor. Travel to other offices as needed.

Employee Acknowledgement:
This job description describes the general nature and level of work performed by employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by the supervisor. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.

I acknowledge that this job description is neither an employment contract nor a legal document. I have received, read, and understand the expectations for the successful performance of this job.

CLICK HERE FOR ONLINE APPLICATION

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POSITION TITLE: Human Resources Generalist
LOCATION:
Luxemburg Main Branch
REPORTS TO:
Senior Vice President of Financial Services

POSITION SUMMARY: Under minimal supervision, this position provides project support for a variety of Human Resources programs and processes. This position also provides general human resources support for staffing and on-boarding processes, learning and development, performance management, compensation, benefits and other HR related functions.

Principal Responsibilities and Duties:
1. Works independently on complex projects in a variety of human resources program areas including but not limited to: Learning and development, performance management, company events and programs to support wellness.

2.  Administers routine HR functions in areas including but not limited to: Answering HR questions, benefit enrollment, education reimbursement, entering and processing new hire, change and termination information, background checks, temperature checks, processing/reading performance reviews, HR form updates, handbook updates.

3.  Processes payroll and keeps HRIS current.

4.  Recruits, interviews, and selects employees to fill vacant positions. Review resumes and forwards to appropriate manager. Manages applicant tracking.

5.  Plans and conducts new employee orientation to foster positive attitude toward company goals.

6.  Keeps records of benefit plan participation such as insurance and retirement plan, personnel transactions such as hires, promotion, transfers, performance reviews, and terminations, and employee statistics for government reporting. Prepares annual employee benefit statements.

7.  Plans and manages company sponsored events for employees.

8.  Develops HR training presentations (including leadership, wellness, benefits, interviewing and documentation).

9.  Assists with the management of employee programs to ensure compliance with policies and practices to include: FMLA, FLSA, Affirmative Action, ADA etc. Researches and responds to employee questions and concerns. May research federal and state laws to ensure Bank of Luxemburg policy compliance.

10.  Provides ad hoc reports to assist the Sr. Vice President of Human Resources in decision making. Helps to identify trends and potential issues based on HR metrics.

Additional Duties and Responsibilites:
1. Keeps abreast of key economic data and regulatory changes which may impact the financial performance of the Bank.

2. Maintains up-to-date job knowledge through professional reading and affiliation with appropriate industry organizations.

3. Performs other duties as may be necessary to fulfill the responsibilities of this position.

Work Relationships and Scope: Reports to the Sr. Vice President of Human Resources. Has regular contact with all bank personnel. Has contact with vendors, consultants and regulators. Has access to highly confidential employee, financial and general Bank information.

Measures of Performance: Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to employees; ability to gain the trust and respect of other managers and employees; accessible and responsive to the needs and concerns of management and employees; professional demeanor portraying a proper image of the Bank; maintain confidentiality of Bank and personnel; participation in training and appropriate professional developments, maintenance of appropriate attendance record and punctuality; understanding of and adherence to Bank policies and procedures; professional work place appearance and conduct.

Knowlege, Skills, and Abilities Required: Bachelors degree or equivalent. Six years plus of progressive human resource experience. Professional Human Resources PHR) or Certified Professional (CP) certification a plus. Strong organization and time management skills. Ability to communicate effectively with employees at all levels of the organization. Must have a high level of discretion and ability to handle sensitive and confidential information appropriately. Background on Employment Laws to include EEO, HIPAA, FLSA, ADA, FMLA, etc. HRIS and payroll experience a plus. Requires the ability to maintain a high level of confidentiality. A solid working knowledge of the Microsoft office products, including Word, Excel, and PowerPoint.

Competencies: Business Systems, approachability, personal accountability, interact with higher management, technical skills, process management, and influencing.

Working Conditions: Work is performed in an office environment. Travel to branches as needed.

Employee Acknowledgement:
This job description describes the general nature and level of work performed by employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by the supervisor. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.

I acknowledge that this job description is neither an employment contract nor a legal document. I have received, read, and understand the expectations for the successful performance of this job.

CLICK HERE FOR ONLINE APPLICATION

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Full time employees are eligible for:
  • Paid Holidays
  • Sick/Personal Days
  • Vacation
  • Floating Holidays
  • Insurance Program including Health, Dental, Vision and Cancer
  • Voluntary Life Insurance
  • Company Provided Life Insurance and Long-Term Disability Insurance
  • Flexible Spending Account
  • Employee Assistance Program
  • Educational Assistance
  • 401K Retirement Plan with Company Match
  • Employee Stock Purchase Plan
  • Education Assistance
  • 401K Retirement Plan with Company Match
  • Employee Stock Purchase Plan
  • Employee Reward Program
  • Sales Incentive Program
  • Special Employee Rates on Loans and Savings Program
  • Employee Social Events
  • Discounted Bank Services

Part time employees are eligible for:

  • Vacation
  • Flexible Spending Account
  • Employee Assistance Program
  • 401K Retirement Plan with Company Match
  • Employee Stock Purchase Plan
  • Bonus Program
  • Special Employee Rates on Loans and Savings Program
  • Employee Social Events
  • Discounted Bank Services

Equal Opportunity Employer

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