NORTH SHORE STARS

Shelton-Moss is bank’s first employee to earn CFCI accreditation

Loss Prevention Manager Nikki Shelton-Moss recently passed the Certified Financial Crimes Investigator exam and is now an accredited investigator. 

The CFCI is a certification program offered by the Association of Certified Anti-Money Laundering Specialists. It’s designed to give financial crime professionals the knowledge and skills to identify, investigate, and report financial crimes. To qualify for the exam, an individual must be a member of the International Association of Financial Crimes Investigators with at least three years of experience in financial crime investigations. 

Nikki has been with North Shore Bank for 25 years and brings a wealth of knowledge and expertise to the security area. 

Lyneen Fischer, Vice President, Security, congratulated Nikki on being the first person at North Shore Bank to earn this prestigious certification. 

“This certification will allow her to network and gain valuable information from the security world at other financial institutions and security services providers to protect and implement here at North Shore Bank,” she said. “Congratulations Nikki on gaining this well-earned certification.”

Jude Lengell, Vice President, Banking Services and Operations, also noted Nikki’s accomplishment: “Congratulations to Nikki for passing the CFCI exam and for her continued passion to learn and grow in all areas related to security.”

Congratulations to Nikki on this achievement! 

 

AROUND THE BANK

Margie Brusa wins our Quarterly Referral Bonus for Q4

Margie Brusa, AVP, District Operations Manager, is the winner of the Q4 bonus for referring new employees. Margie has been with North Shore Bank since Maritime Savings Bank, her employer since 2007, was acquired.  

When Margie talks to others about the benefits of working at North Shore Bank, she emphasizes the many growth opportunities. 03401 She is also proud of the bank’s products and services and the personal service North Shore Bank is known for. 

Margie calls her current position “a great fit” and is pleased with the low turnover in her department in the last six years. “My coworkers are all professional, independent, and self-driven. I enjoy working with this group as we share ideas and work very well together,” she said.

It’s easy to recommend your workplace when you feel great about where you work, which is definitely the case with Margie. “Our departments work well with the branches, and I feel supported and appreciated at North Shore Bank!” she said. 

Congratulations to Margie on winning the Employee Referral Bonus!

If you know someone who may be interested in joining us at North Shore Bank, or you would like to learn more about the bank’s referral program, visit Ask Seymour for more information.

 

PROMOTIONS

Congratulations to our December 2024 promotions

Congratulations to all who received promotions in December! 

• Rose Ray was promoted from Associate Banker to Lead Teller at the Mequon branch.
• Jaime Schroeder was promoted from Associate Banker to Lead Teller at the Union Grove branch.
• Erika Kuik was promoted from ACH Representative to Senior ACH Specialist in the Customer Support Center. 

 

FINANCIAL LITERACY & EDUCATION

Learn about the role of trusts in effective estate planning

Getting your financial house in order is always a good idea, including planning for the future. Creating an estate plan is critical to ensure that your assets are distributed according to your wishes and to preserve wealth for your loved ones. 

Trusts can help you accomplish your goals but must be set up correctly. You can learn more about trusts and their role in estate planning with Elevate Wisconsin, a free financial resource for all North Shore Bank employees.

The section on trusts walks you through starting estate planning, basic information about trusts, and more. It’s a great way to gain knowledge to help you make the best decisions for your future and your family. 

 

Shorelines wants to share news about YOU!

Just a reminder that we’re always looking for fun and exciting things to share in Shorelines.  Whether it’s a special event at your branch or a shout-out to one of your coworkers, a great trip you went on with family or friends, information about a half-marathon you’re running, or even just a fantastic photo you took over the weekend, we’d love to share it! Please email shorelines@northshorebank.com to have your news included in a future issue.

 

Customer Loyalty Tip of the Week

Take ownership of your customers’ problems—even if you are not the cause of them.

 

COMMUNITY CALENDAR OF EVENTS

Discover events and activities in and around your community

• Lowering Your Borrowing Costs with a Grant Seminar | Saturday, February 15, 2025 (11:00 AM) | North Shore Bank-Community Room | 4230 W. Oklahoma Ave., Milwaukee, WI