bancserve press

April 20, 2014
BANCSERVE PRESS
MBA’s Montana Financial Scholars
Program Gaining Momentum
MONTANA BANKERS
ASSOCIATION
OFFICERS
Chairman:
Kevin P. Clark, Sr. Vice President
Mountain West Bank
Great Falls, MT
President/CEO:
Steve Turkiewicz, CAE
Helena, 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 Banks
Fairfield, MT
(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.)
BOARD OF DIRECTORS
Western:
Gary Miller, President/CEO
First Valley Bank
Seeley Lake, MT
Diane Kautzman, Branch President
Rocky Mountain Bank
Bigfork, MT
Tom Swenson, President/CEO
Bank of Montana
Missoula, MT
Southwestern:
Tim Combs, President
First Madison Valley Bank
Ennis, MT
Robert DeWit, President
Manhattan State Bank
Manhattan, MT
Lee Oldenburger, Branch President
American Federal Savings Bank
Bozeman, MT
Northcentral:
Ron Young, Branch President
First Security Bank
Fort Benton, MT
Kevin P. Clark, Sr. Vice President
Mountain West Bank
Great Falls, MT
Southcentral:
Jay Harris, President
Yellowstone Bank
Laurel, MT
Josh Webber, President
Farmers State Bank of Denton.
Denton, MT
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 MBA Board Chair Kevin Clark, Mountain
West Bank, Great Falls, speaks to the
Reception Room in the Montana State Capitol Building on students. Photo credit Kurt Keller
Wednesday, April 9, 2014.
Inside this Issue
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,
Continue on page 2.
Visit us on the web at www.montanabankers.com
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
Or call: 800/541-5126
BANCSERVE PRESS
April 20, 2014
BOARD OF DIRECTORS
Northeastern:
Sam Waters, President
First Community Bank of Glasgow
Glasgow, MT
Southeastern:
Rex Phipps, CEO
Garfield County Bank
Jordan, MT
Large Banks:
Scott Burke, President/CEO
First Security Bank
Missoula, MT
Bruce Glennie, Eastern MT
Business Banking Manager
Wells Fargo, N.A.
Billings, MT
Butch Bratsky, Sr. Banking Exec.,
Stockman Bank of Montana
Miles City, MT
Bill Lucas, Area Market President
U.S. Bank
Billings, MT
Bill Toner, V.P./Cash Mgmt. Officer
First Interstate Bank
Billings, MT
BANCSERVE BOARD
Chairman:
Kevin P. Clark, Sr. Vice President
Mountain West Bank
Great Falls, MT
President/CEO:
Steve Turkiewicz, CAE
Helena, MT
Secretary/Treasurer:
Amy Jenks, CIC, CISR
Vice President of Operations
Helena, MT
Director:
Ed Garding, President/CEO
First Interstate BancSystem, Inc.
Billings, MT
Director:
Don Olsson Jr., CEO
Community Bank of Ronan, Inc.
Ronan, MT
Director:
John Franklin, President
1st Bank
Sidney, MT
Director:
Mike Grove, President
Bank of the Rockies, N.A.
White Sulphur Springs, MT
Page 2
Continued from Page 1.
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 Baker
Bank of Harlem
Citizens Bank & Trust
Community Bank
First Community Bank
First Security Bank - Missoula
First State Bank of Forsyth
Freedom Bank
Garfield County Bank
Pioneer Federal Savings & Loan
Ruby Valley National Bank
State Bank of Townsend
Stockmens Bank
Summit National Bank
Teton Banks
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.
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
Twin Bridges Student, Lauren Melhoff,
as a result of the MBA sponsored program that is managed by
spoke about her experience with the
Everfi program. Photo credit Kurt Keller 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
Continue on page 3.
Visit us on the web at www.montanabankers.com
Or call: 800/541-5126
BANCSERVE PRESS
April 20, 2014
ABA DELGATES
Governement Relations Council:
Diane Kautzman, Branch President
Rocky Mountain Bank
Bigfork, MT
Community Bankers Council:
Darrell Grogan, President
First State Bank of Forsyth
Forsyth, MT
Conference of State Associations:
Kevin P. Clark, Sr. Vice President
Mountain West Bank
Great Falls, MT
Membership Committee:
Terry Lobdell, President
American Bank Center
Glendive, MT
Continued from page 4.
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.
Students from Twin Bridges High School with Karen
Walsh-Town, Ruby Valley Bank, (left) and Ken Walsh,
President of Ruby Vally Bank (right)
Taxation Admin. Committee
Marcy 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, President
Lusk State Bank
Lusk, WY
Bart Langemeier, President
First Bank of Bridger
Bridger, MT
John Ronneberg
Citizens Bank and Trust Co.
Big Timber, MT
Kim Brooks, Controller/HR Off.
First Community Bank
Glasgow, MT
Richard Kingsley, President
Valley Bank of Glasgow
Glasgow, MT
Cynthia Cheney, VP of HR
First Security Bank
Bozeman, MT
Ben Ruddy, President/CEO
Dutton State Bank
Dutton, MT
Brad Franklin, SVP
1st Bank
Sidney, MT
Richard Myers, CFO/CCO
First Northern Bank of Wyoming
Buffalo, WY
Vivian Buchart, Staff Accountant
The Bank of Buffalo
Buffalo, WY
Jim Durfee, President/CEO
Sundance State Bank
Sundance, WY
STATE BANKERS
ASSOCIATION GROUP BENEFITS TRUST
Page 3
MBA Bankers Meet with Congressional Delegation
Led 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
L-R: Senator Jon Tester, Kevin Clark, Bruce Glennie,
Clark were MBA Vice Chair Sam Waters
Representative Steve Daines, Steve Turkiewicz, Noel Kulbeck,
Wayne Hirsch, Senator John Walsh.
– First Community Bank, MBA SecretaryTreasurer 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
Wayne Hirsch, Senator John Walsh,
Senator John Walsh. Topics included getting Congressional L-R:
Bruce Glennie
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: Steve Turkiewicz, Sam Waters, Tammy Grilley, Noel
Kulbeck, Representative Steve Daines, Bruce Glennie, Bill
Lucas, Wayne Hirsch, Bruce Parker
Visit us on the web at www.montanabankers.com
Continue on page 4.
Or call: 800/541-5126
BANCSERVE PRESS
April 20, 2014
BANCSERVE/
HEALTHSERVE STAFF
Governement Relations:
Steve Turkiewicz, CAE
President/CEO
Operations:
Amy Jenks, CIC, CISR
Vice President of Operations
Education & Member Services:
Pam O’Reilly
Association Services Director
HealthServe:
Ann Pearson, CISR
Insurance Service Rep.
Jill Martin, CISR
Insurance Service Rep.
Deannie Higgins, CISR
Insurance Service Rep.
Hannah Parrish, CISR
Insurance Service Rep.
Sarah Trettin
Insurance Service Rep.
Kayla Johnson
Insurance Service Rep.
Amy Blewett
Administrative Assistant
BANCSERVE Insurance Agency:
Tempi Ruth, CIC, CAE, CISR
Sales Director
Bookkeeping:
Karmen Griffiths
Accounting Technician
MBA Information:
Elizabeth Zimmerman
Administrative Assistant
MBA/BANCSERVE, Inc.
1 N. Last Chance Gulch, Ste.4
Helena, MT 59601
Telephone:
800/541-5126
406/443-4121
Fax: 406/443-7850
HealthServe
1 N. Last Chance Gulch, Ste.4
Helena, MT 59601
Telephone:
877/443-0520
406/443-0520
Fax: 406/495-2674
www.healthserve.info
Page 4
Continued from page 3.
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
At the Montana Congressional Breakfast. L to R
Tax Exemption,” brochure with a similarly designed
Wayne Hirsch; Noel Kulbeck; Alison O’Donnell,
Senior Economic Policy Advisor, Senator
brochure that extolled the “virtues of the tax-exempt”
Tester; Melanie Hall, Montana Commissioner at
financial enterprise. This is an example of how our
Division of Banking and Financial Institutions.
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.
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,
Visit us on the web at www.montanabankers.com
Or call: 800/541-5126
April 20, 2014
BANCSERVE PRESS
Page 5
Montana & Utah Bankers
2014 Annual Convention
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
Speakers for Monday June 30th. L-R:
John Williams, Jeff L. Plagge, Anthony
are given to all participants. Then comes the big decision . . . playing in the
Chan, Ph.D, Patrick Bettin, Ph.D.
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.”
Virginia Heyburn
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!
Visit us on the web at www.montanabankers.com
Or call: 800/541-5126
BANCSERVE PRESS
April 20, 2014
Graduate School of Banking
July 13-25, 2014
Boulder, CO
Page 6
Pacific Coast Banking School
August 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!
Financial Institution Bond
You 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]
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
Visit us on the web at www.montanabankers.com
Or call: 800/541-5126
BANCSERVE PRESS
April 20, 2014
Page 7
2014 MBA Conferences and Workshops
q Banking Basics - Billings, April 30 and Great Falls, May 1
q Essential Teller Issues, 4 Locations: Billings, Helena, Kalispell, Missoula, May 5-8
q New Accounts, Hilton Garden Inn, Billings, May 12-13
q New Accounts, Hilton Garden Inn, Missoula, May 14 -15
q Compliance Risk Management, BW Gran Tree, Bozeman, May 21
q Deposit Compliance and ACH, BW Gran Tree, Bozeman, May 22-23
Watch for our next set of Conferences and Workshops coming up in Spring 2014 at www.montanabankers.com
or more for information contact Pam O’Reilly, Association Services Director, at 800/541-5126 or pam@montanabankers.
com.
The Montana and Utah Bankers Association’s
Annual Convention
June 29 - July 2, 2014
Come and Join Us!
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]
Visit us on the web at www.montanabankers.com
Or call: 800/541-5126
BANCSERVE PRESS
April 20, 2014
Page 8
Upcoming Events
Montana Bankers
Association Spotlights an
Endorsed Product
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 Convention
October 19-21
Hyatt Regency Dallas, Dallas TX
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 Parker
Territory Development Manager
[email protected]
Visit us on the web at www.montanabankers.com
National Argricultural Bankers Conference
November 9-12
Omaha, NE
Upcoming Events
2014 Annual Bankers Convention
June 29- July 2, 2014
Sun Valley Resort, Sun Valley, ID
Graduate School of Banking
July 13-25, 2014
Boulder, CO
Pacific Coast Banking School
August 17-29, 2014
Seattle, WA
2014 Capitol Hill Visit
October 1-3
Washington, D.C.
Or call: 800/541-5126
April 20, 2014
BANCSERVE PRESS
Page 9
Banks and Personnel
Belgrade
• 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 moderateincome 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, InterMountain 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;
Visit us on the web at www.montanabankers.com
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
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April 20, 2014
BANCSERVE PRESS
Page 10
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.
Kerensa Robinson and Karen Christoffels at
the main office in the Bookkeeping Department.
• 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.
Miles City
Helena
• 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.
• 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.
• 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
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].
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
Or call: 800/541-5126
April 20, 2014
BANCSERVE PRESS
Page 11
Classifieds
First Northern Bank of
Wyoming, Buffalo, WY
Consumer 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 Benefits
Salary 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 communitybased 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 preprocessing 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 Benefits
Salary 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].
Visit us on the web at www.montanabankers.com
Or call: 800/541-5126